Agenda packet — Santa Ana City Council, May 17, 2022 (part 3 of 9)

NON-LOBBYING CERTIFICATION
The prospective participant certifies, by signing and submitting this bid or proposal, 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 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.

Signed:

Title:

Firm:

Date:

Vice President
1/13/2022
Tetra Tech, Inc.

City Council 21 – 52 5/17/2022

CITY OF SANTA ANA
RFP NO.: 21-127
SA-2 PRESSURE CONTROL STATION RELOCATION AND TRANSMISSION MAIN

IMPROVEMENTS

Page 1 of 2 ends

NON-DISCRIMINATION CERTIFICATION
The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows:

1. The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, 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 Consultant 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 Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin.

3. The Consultant shall send to each labor union or representative of workers with which he/she 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 Consultant’s commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment.

4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor.

5. The Consultant shall 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/her 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.

6. In the event of the Consultant’s non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution 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, regulations, or order of the Secretary of Labor, or as otherwise provided by law.

City Council 21 – 53 5/17/2022

CITY OF SANTA ANA
RFP NO.: 21-127
SA-2 PRESSURE CONTROL STATION RELOCATION AND TRANSMISSION MAIN

IMPROVEMENTS

Page 2 of 2 ends

7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) 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 subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States.

8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter.

Signed:

Title:

Firm:

Date:

Vice President
1/13/2022
Tetra Tech, Inc.

City Council 21 – 54 5/17/2022
SA-2
Pressure Control
Station Relocation
and Transmission Main
Improvements
RFP No. 21-127
Project Descriptions
City Council 21 – 55 5/17/2022

TETRA TECH
As-Needed Engineering Services for Water and Sewer Projects | City of Santa Ana Contact: Rudy Rosas, PE - 714/647-3379 - [email protected] Tetra Tech has been providing as-need
engineering services for the City of
Santa Ana since 1999. Our work for the
City includes a wide range of
engineering services including:
pipelines, pump stations, lift stations,
flow control facilities, upgrade of
facilities, studies, and structural support
services. As part of these projects with
the City, we have also developed
relationships with several regulatory
agencies including the Department of
Public Health, Orange County Flood
Control, Division of Drinking Water, and
Metropolitan Water District. In addition,
we have developed an excellent
working relationship with the City’s
Public Works’ staff, Parks and Building
Departments and Construction
Management. Summarized below are
the projects that we have performed for
the City since 1999.

Water Main Projects
• Bristol Street Widening Water Main Replacement,
Phase 1
• Centennial Park Water Main Replacement
• Mid-City Neighborhood Water Mains
• Pico-Lowell Water Main Improvements
• Central City Water Main Replacement
Sewer Main Projects
• Westminster Avenue Sewer Main Improvements
• McFadden Avenue Sewer Replacement
Pump Station/Well Projects
• South Station Booster Pump Modifications
• Well No. 34 Modifications
• Well No. 39
Lift Station Projects
• San Lorenzo Lift Station
• Maxine Lift Station Emergency Bypass
Reservoir Projects
• John Garthe Reservoir Improvements, Phase 2
• Elevated Tank Safety Improvements and Painting
Flow Control/PRS Facilities
• SA-3 Flow Control Facility
• SA-4 Flow Control Facility
• SA-5 Flow Control Facility
Recycled Water Projects
• Recycled Water Conversion Projects
Miscellaneous Building/Facilities Upgrades
• Concord Street Retaining Wall At Cambridge
Reservoir Site
Studies/Reports/Miscellaneous Support
• Well No. 32 Nitrate Migration Study
• OCSD Sewer Transfer Consulting Services
• MicroStation Support
• Parton Sewer Notice of Exemption
• Feasibility Study for Elimination of Maxine Lift Station • Sewer Master Plan Update Support
• Water System Computer Modeling Support
City Council 21 – 56 5/17/2022

TETRA TECH
Mid-Basin Injection Centennial Park Project | Orange County Water District Contact: Ben Smith, PE - 714/378-3211 - [email protected] The Mid-Basin Injection Centennial
Park Project is located within
Centennial Park in the City of
Santa Ana. Four injection wells
constructed in below ground vaults
are proposed to inject 12 mgd of
Groundwater Replenishment
System water into the principal
groundwater aquifer approximately
1,200 feet below ground surface.

The project consists of the
following:
• Four (4) submersible backflush
pumps will be installed within
the injection wells with a design
flowrate of 3,000 gpm to purge
the entire well column and
surrounding strata.
• Each of the four injection wells
will require a pipeline
connection to deliver the supply
water for injection. The source of water for these wells will be the Groundwater Replenishment System pipeline located in the western levee of the Santa Ana River. Approximately 5,700 linear feet of supply pipeline will be constructed to injection wells within Centennial Park. The supply pipeline is proposed to be cement mortar coated and epoxy lined steel pipe, and will vary in size from 36-inch, 16-inch, and 12-inch. The supply line will cross the Santa Ana River which will require the pipeline to be constructed on the newly expanded Edinger Avenue Bridge. • Approximately 4,200 linear feet of 16-inch backflush pipeline will be constructed within Centennial Road to convey well backflush discharge to the lake or the Greenville-Banning Channel. • A monitoring well is proposed down gradient of the Park’s injection wells to monitor the impacts to the groundwater basin. The monitoring well is proposed within the Heritage Museum of Orange County. The area around the monitoring well will be improved and a new irrigation system for the museum farm will be installed.
• Two (2) Shared Facilities that will be occupied by Orange County Water District and the City of Santa Ana.

City Council 21 – 57 5/17/2022

TETRA TECH
Albion Riverside Park Project | City of Los Angeles, Bureau of Engineering Contact: Iftekhar Ahmed, PE - 213/378-3211 - [email protected] The City of Los Angeles selected Tetra
Tech to provide pre-design, design, and
construction support services for the Albion
Riverside Park Project, located adjacent to
the Los Angeles River. The project involved
transforming a six-acre site, previously used
for dairy warehousing and distribution, into a
riverfront park and recreational facility that
benefits nearby disadvantaged low-income
neighborhoods. This important water quality
project is part of the City’s overall efforts
through the Proposition O Bond Program to
improve water quality and reduce pollutant
loads that are currently being conveyed to
the rivers, lakes, and oceans within the
greater Los Angeles area.

The overall project objective was to develop
the project site and implement Low Impact
Development, Green Infrastructure, and
Best Management Practice (BMP)
measures to improve the water quality of
stormwater prior to discharging into the Los
Angeles River and ultimately into the Pacific
Ocean. In addition to collecting, treating and
infiltrating on-site runoff, the project diverts
stormwater and dry weather flows from an
existing storm drain. The diverted flows are
then treated and infiltrated, or used within the park. The BMPs installed included bioretention facilities, bioswales, and pervious pavement subsurface infiltration areas. The remainder of the park was developed for recreational uses, educational purposes, and improved access along the river. Recreational amenities at the site included multi‐purpose athletic fields, walking paths, adult fitness zones, children’s play area, picnic area, a new parking lot with permeable paving, site landscaping and a plaza.

The benefits of this project are not exclusive to water quality. Although the pollutant loads are expected to decrease dramatically and exceed the goals of Proposition O, this project also provides multiple benefits to the neighborhood by creating visual linkages to the Los Angeles River and to other projects referenced in the Los Angeles River Revitalization Master plan.

Project Highlights
• Plans, Specifications, and Estimate
• Water Quality Management
• Best Management Practices
• Green Infrastructure
• Stormwater/Urban Runoff Capture
• Storm Drain/Channel Diversion
• Infiltration, Water Treatment, and Reuse
• Low Impact Development
• Envision™ Certification
• Recreational Amenities
• Walking Paths
• Landscape Architecture
• Public Outreach
• Construction Support Services

PROJECT AWARD
2019 American Society of Civil Engineers as Outstanding Parks and Recreation Project of the Year
City Council 21 – 58 5/17/2022

TETRA TECH
Aliso Creek - Limekiln Creek Restoration Project | City of Los Angeles Bureau of Engineering
Contact: Andy Flores, PE - 213/485-4496 - [email protected] The City of Los Angeles selected Tetra Tech to provide pre-design and design services for the Aliso Creek – Limekiln Creek Restoration Project, located adjacent to the Los Angeles River. The project is located at the confluence of the concrete lined Aliso and Limekiln Creek flood channels, which merge together in the southern portion of the project site. The project improvements involve constructing several stormwater Best Management Practices (BMPs) intended to divert, capture, filter and use on-site and off-site runoff from the creeks in order to reduce contamination in Aliso Creek, Limekiln Creek, and the Los Angeles River. The proposed BMPs include low flow channel diversions, pre-screening treatment devices, stormwater pump stations, bioretention basins, the restoration of upland and riparian habitats, and BMP educational signage. A passive trail system is included to expand the existing park facilities.

The goal of the project is to significantly reduce the pollutant loads, as well as transform a specifically built flood control facility into a multi-function green infrastructure facility. The project will also be designed to achieve a Platinum Envision Rating. This important water quality project is part of the City’s overall efforts through the Proposition O Bond Program to improve water quality and reduce pollutant loads that are currently being conveyed to the rivers, lakes, and oceans within the greater Los Angeles area.

City Council 21 – 59 5/17/2022
SA-2
Pressure Control
Station Relocation
and Transmission Main
Improvements
RFP No. 21-127
Resumes
City Council 21 – 60 5/17/2022
TETRA TECH T. Epperson – Page | 1
Tom Epperson, PE
Project Manager
Mr. Epperson has more than 41 years of professional experience in water, wastewater, and reclaimed water engineering. Tom has been responsible for the preparation of water, wastewater, and reclaimed water master plans; project design reports for various water, wastewater, and reclaimed water facilities; and the planning and design of water, wastewater, and reclaimed water pipelines, along with pump stations and reservoirs. Mr. Epperson’s experience includes completing the design, bidding, and construction management of over 200 miles of water/reclaimed water/sewer mains, 36 water/reclaimed water pump stations, 18 wellhead facilities, 12 sewer lift stations, and 25 water and reclaimed water storage reservoirs throughout Southern California.

EXPERIENCE
SA-3, SA-4 and SA-5 Vault Relocations, City of Santa Ana, CA.

Project Director for the design and construction phases of three pressure reducing valve vaults. The project included the design of steel and ductile iron yard piping and connections to the existing City system, pressure reducing valves, and concrete vaults.

SA-2 Facility Relocation Feasibility Study, City of Santa Ana, CA.

Project Director. Evaluation of an existing SA-2 facility site and preparation of a Feasibility Study for the relocation of the City’s SA-2 Facility.

Well No. 32 Rehabilitation, City of Santa Ana, CA. Project Director overseeing the design of the Well No. 32 rehabilitation project. The project involved the preparation of a PDR, design plans, and specifications for the rehabilitation of the well facility. The underground well would be scraped, cleaned and modified to be within an above ground CMU block control building (housing mechanical and electrical rooms). The design also included a separate on-site generation sodium hypochlorite building, 3,500 feet of 12-inch discharge pipe to John Garthe Reservoir and modification at the reservoir to connect to the on-site piping.

North Long Beach Collection Main Control Valve Upgrade, Long Beach Water Department, Long Beach, CA. Project Director. Tetra Tech prepared plans and specifications to upgrade an existing flow control/pressure reducing station, which consists of replacing the 16-inch butterfly valve at Wardlow Avenue and the pressure transmitter vault within Cherry Avenue. The improvement to these facilities will allow LBWD to mitigate the open conduit flow it experiences at the high point within the collection main pipeline by throttling the flow to create backpressure and have the pipeline flow full.

Santa Ana Canyon Road Transmission Main and Pressure Reducing Station No. 67, City of Anaheim, CA. Project Manager for the preparation of plans, specifications, cost estimates and construction services for the construction of 2,000 linear feet of 36-inch steel pipeline. In addition to the construction of steel piping, a pressure reducing station was constructed to reduce pressure from Zone 750 to Zone 640 and Zone 475.

Pressure Reducing Station Relocation/Upgrades, Moulton Niguel Water District, Laguna Niguel, CA. Project Manager. Responsible for the Pressure Reducing Station Upgrades for the District. This work included the relocation of three pressure reducing stations. The stations were located within the street right-of-way and relocated in an existing parkway.

Education:

BS, Environmental
Engineering, University of
California, Irvine, 1978
Registrations/Certifications:

Professional Civil Engineer,
California, No. 36399, 1983
Professional Affiliations:
• American Society of Civil
Engineers
• American Water Works
Association
• Orange County Water
Association
• Water Environment
Federation
• WateReuse Association
Office Location:

Irvine, CA
Total Years of Experience:
41 Years with Tetra Tech:
29 City Council 21 – 61 5/17/2022
TETRA TECH T. Epperson – Page | 2
Mathis Oso-Bypass, Moulton Niguel Water District, Laguna Niguel, CA. Project Manager.

Engineering design of the Flow Control/Pressure Reducing Station for the District. The existing pressure reducing station was modified to include flow control capabilities. The piping arrangement within the existing vault was modified, the size of valves was changed and the new flow control/pressure reducing station was re-located within the street right-of-way in a left turn pocket.

Pressure Reducing Valve Vault at Aliso Creek Flow Control Facility, Moulton Niguel Water District, Laguna Niguel, CA. Project Manager. Design of an 18-inch pressure reducing valve and vault which included approximately 50 linear feet of 18- and 24-inch pipeline.

Long Beach Valve Replacement, Long Beach Water Department, Long Beach, CA. Project Manager. Improvements to an existing Flow Control/Pressure Reducing Station for the Department.

The improvements included the removal of existing piping and control valves with the replacement of new butterfly valves and plunger valves. The pressure reduction in this station was approximately 180 psi and required that the plunger valve be designed and sized properly to handle such large drop at this station.

Katella Avenue Water Main Replacement, City of Anaheim, CA. Project Manager. Design of 3,000 feet of 16-inch water main on Katella Avenue from Disneyland Drive/West Street to Harbor Boulevard and 4,000 feet of 12-inch water main on Katella Avenue from Harbor Boulevard to Haster Street.

Pressure Upgrades, Moulton Niguel Water District, Laguna Niguel, CA. Project Manager.

Responsible for the Paseo Del Valle, Highlands, and Ivy Glen Pressure Upgrades for the District. Tasks included additional distribution piping and addition of pressure reducing valves for over 400 customers.

Crown Point Pump Station Reclaimed Water Conversion, Moulton Niguel Water District, Laguna Niguel, CA. Project Manager. Design of the conversion of the existing domestic water pump station to a reclaimed water pump station which included new pumps, pressure reducing facility, piping and appurtenances.

I-5 Water Line Relocations, City of Anaheim, CA. Project Manager. Design of the relocation of approximately 20,000 linear feet of 6- to 16-inch water lines as part of Caltrans I-5 widening project.

Project also included the design of a pressure reducing station.

Preliminary Engineering for South County Turnout, Moulton Niguel Water District, Laguna Niguel, CA. Project Manager. Preliminary engineering design for proposed Metropolitan Water District turnout and flow control facility to connect to Moulton Niguel Water District’s 850 Zone system and El Toro Water District’s system. The study included preliminary calculations used to size the valves and piping, conceptual turnout and flow control facility site and mechanical layouts, pipeline alignment analysis, estimated construction costs and construction schedule.

Pacific Park Flow Control Facilities, Moulton Niguel Water District, Laguna Niguel, CA. Project Manager. Design of the Bridlewood and Cabot Flow Control Facilities which allowed the District to use the higher-pressure water from the Central Relief Project.

Big Niguel and Little Niguel Flow Control Facilities, Moulton Niguel Water District, Laguna Niguel, CA. Project Manager. Design of the two flow control facilities which will allow the District to use higher pressure water from the Central Relief Project in lieu of existing pump stations.

Master Meter Vault Upgrades, Moulton Niguel Water District, Laguna Niguel, CA. Project Manager. Design of the upgrade of I.D. Nos. 1, 2, and 3 and the Camino Capistrano Flow Control and Meter Vault facilities.

City Council 21 – 62 5/17/2022

TETRA TECH
Neha Gajjar, PE
Assistant Project Manager
Ms. Gajjar has more than 29 years of experience providing project management, planning, and design of water transmission, distribution, and storage facilities projects. Neha has significant experience preparing plans and specifications for water/sewer mains, storm drains, pipelines, and has an intimate understanding of these requirements for many municipalities. Her responsibilities as engineering lead include establishing design parameters, managing project schedules, and handling required appropriate technical resources necessary for each project.

EXPERIENCE
SA-1 Hydro-Generator Replacement, City of Santa Ana, CA.

Assistant Project Manager. Engineering design services for replacement of a 33-year old turbine generator. Services include removing the existing turbine/generator, installing a new unit and connecting to the electrical and control systems, upgrading the ventilation system, new RTU control panel, coordination with Enterprise Automation, and replacement of the existing switchboard and MCC. The demolition of the existing unit will include the removal of the generator, turbine shaft, impellers and upper housing. Replacement will include new construction involving, new motorized valve upstream of the new turbine/generator, new manual valve downstream, new ball valve with motorized flow controller, and new PRV valve (in series).

North Long Beach Collection Main Control Valve Upgrade, Long Beach Water Department, Long Beach, CA. Project Manager. Tetra Tech prepared plans and specifications to upgrade an existing flow control/pressure reducing station, which consists of replacing the 16-inch butterfly valve at Wardlow Avenue and the pressure transmitter vault within Cherry Avenue. The improvement to these facilities will allow LBWD to mitigate the open conduit flow it experiences at the high point within the collection main pipeline by throttling the flow to create backpressure and have the pipeline flow full.

La Palma Ave. and Tustin Ave. Watermain Replacements at OCTA Crossing, City of Anaheim, CA. Project Manager. The OCTA planned to construct an additional railroad track for the Metrolink within its existing right-of-way as part of the Anaheim Canyon Station Metrolink Project. The new tracks cross City of Anaheim water mains at La Palma Avenue and Tustin Avenue and therefore the mains must be rerouted and placed within a steel casing. Tetra Tech prepared plans and specifications to replace the existing 36-inch CCP with a 36-inch steel in a 48-inch steel casing in La Palma Avenue, the existing 12-inch CIP with a 12-inch DIP in a 24-inch steel casing in La Palma Avenue, and the existing 12-inch CIP with a 12-inch DIP in a 24-inch steel casing in Tustin Avenue. The project also included coordination with OCTA.

San Antonio Pressure Reducing Station Upgrade, Yorba Linda Water District, Yorba Linda, CA.

Project Engineer for preparation of plans and specification for improvements to the existing San Antonio PRS. This project included modification of the existing vault roof to accommodate new access hatches and replacement of the internal manifold.

Pressure Reducing Valves Modifications, Irvine Ranch Water District, Irvine, CA. Project Engineer for preparation of a preliminary design report, plans, and specifications for construction of modifications to seven existing domestic water closed-system pressure reducing valves, relocating existing isolation valves inside or outside the vaults, and addition of pressure sensors, valve position indicators, telemetry signals and/or new telemetry facilities to reduce the risk of over-pressurizing services and customer facilities if a valve fails open.

Education:

BS, Civil Engineering,
University of California at
Berkeley, 1991
Registrations/Certifications:

Professional Civil Engineer,
California, No. 55574, 1996
Professional Affiliations:
• American Society of Civil
Engineers
• Society of Women
Engineers
Office Location:

Irvine, CA
Total Years of Experience:
29 Years with Tetra Tech:
3 City Council 21 – 63 5/17/2022

TETRA TECH
Mark Bush, PE
QA/QC
Mr. Bush has more than 26 years of professional experience in water, wastewater and recycled water engineering. Mark has been responsible for the completion of over 100 miles of potable water, recycled water and sewer mains, 20 potable water and recycled water pump stations and well projects, and 14 potable and recycled water reservoirs.

Mr. Bush is an integral part of the Water/Wastewater Department and brings leadership, strong work ethic, technical knowledge and dedication to overall client satisfaction on every project.

EXPERIENCE
SA-3, SA-4 and SA-5 Vault Relocations, City of Santa Ana, CA.

Project Manager for the design and construction phases of three pressure reducing valve vaults. The project included the design of steel and ductile iron yard piping and connections to the existing City system, pressure reducing valves, and concrete vaults.

Santa Ana River Interceptor Replacement, Orange County Public Works, Santa Ana, CA. QA/QC Lead. This project replaced

3.7 miles of 39- to 45-inch VCP and 42- to 45-inch RCP with

3.85 miles of 54-inch gravity sewer. The project included five microtunnel drives through extremely abrasive soil conditions in environmentally sensitive areas. Tunneling records were set for the longest curve (2,187 feet) and longest compound, or “S”, curve (1,567 feet) in North America.

Mid-Basin Injection: Centennial Park Design Services, Orange County Water District, Fountain Valley, CA. QA/QC. Responsible for the QA/QC of the design of four injection wells to be located within Centennial Park in the City of Santa Ana for Orange County Water District. In addition to the engineering services for the four injection wells, the project includes the design of the supply pipeline, backflush pipeline, bridge crossing, two shared facility sites, a monitoring well site, site improvements, and paving of park access roads and parking lots.

Pressure Reducing Station Relocation/Upgrades, Moulton Niguel Water District, Laguna Niguel, CA. QA/QC Manager for the Pressure Reducing Station Upgrades for the District. This work included the relocation of three pressure reducing stations. The station was located within the street right-of-way and relocated in an existing parkway.

Water Resources Integration Program, Phase 2 Pump Station Improvements, San Antonio Water System, San Antonio, TX. QA/QC. Phase 2 project elements included two additional 1,250 hp vertical turbine pumps installed in existing cans with VFDs at Twin Oaks West Pump Station, a booster pump station with VFDs in addition to hydropneumatic surge tanks, a second 7.5 MG ground storage tank No. 2, and a fourth pump at the PZ 4 Pump Station at Old Pearsall Road Pump Station, and approximately 3,000 LF of 48-inch water pipeline with a control valve assembly to transition from production mode to recharge mode on site.

Torrance Pressure Reducing Stations, West Basin Municipal Water District, Carson, CA. Project Manager for design of five pressure reducing stations along Artesia Boulevard within the City of Torrance to protect the City’s irrigation systems from over pressurization from the recycled water system pressure fluctuations.

Education:

BS, Civil Engineering,
BS, Environmental
Engineering, University of
California, Irvine, 1997
Registrations/Certifications:

Professional Civil Engineer,
California, No. 60477, 2000
Professional Affiliations:
• American Society of Civil
Engineers
• American Water Works
Association
• Orange County Water
Association
Office Location:

Irvine, CA
Total Years of Experience:
26 Years with Tetra Tech:
26 City Council 21 – 64 5/17/2022

TETRA TECH
Matt Vera, PE
PRS Facility
Mr. Vera has provided design engineering in various water and wastewater projects including domestic and reclaimed water pipelines, gravity sewer mains, sewer main rehabilitations, pump stations, lift stations, wells, flow control facilities, and pressure reducing valve vaults. Matt’s responsibilities have included preparation of construction plans, specifications, design calculations, and assistance to supervisors in preparing project reports, studies, and memorandums.

EXPERIENCE
Well No. 32 Rehabilitation, City of Santa Ana, CA. Project Engineer.

The City of Santa Ana selected Tetra Tech for the design of the Well No. 32 rehabilitation project. The project required a PDR, plans, and specification development for the rehabilitation of the well facility. The underground well would be scraped, cleaned and modified within an above-ground CMU block control building (housing mechanical and electrical rooms). The design also includes 3,500 feet of 12-inch discharge pipe to John Garthe Reservoir with a bridge crossing, modification at the reservoir to connect to the on-site piping and a separate on-site generation sodium hypochlorite building including restroom and shower facilities.

SA-1 Hydro-Generator Replacement, City of Santa Ana, CA. Project Engineer. Engineering design services for replacement of a 33-year old turbine generator. Services include removing the existing turbine/generator and installing a new unit and connecting to the electrical and control systems, upgrading the ventilation system, new RTU control panel, coordination with Enterprise Automation, and replacement of the existing switchboard and MCC. The demolition of the existing unit will include the removal of the generator, turbine shaft, impellers and upper housing. Replacement will include new construction involving, new motorized valve upstream of the new turbine/generator, new manual valve downstream, new ball valve with motorized flow controller, and new PRV valve (in series).

Regional Lift Station Enhancements, Moulton Niguel Water District, Laguna Niguel, CA. Project Engineer. Tetra Tech was selected to provide miscellaneous enhancements/rehabilitations to improve the reliability of the District’s Regional Lift Station. The project included installation of a 13,000 gallon per minute independently-powered, self-priming, backup pumping system which will engage during loss of power (whether scheduled or emergency) or routine pump maintenance, the downsizing one of five existing sewage pumps with the installation a sewage grinder to better handle low flow conditions and the addition of supplementary wet well capacity to mediate issues with the existing wet well overflow.

The project included rehabilitation to an existing wet well and a removable roof installation over the existing valve vault to allow easier access for future maintenance. The construction sequencing is of key importance as the lift station is required to remain on-line throughout enhancements.

J.B. Latham Wastewater Treatment Plant Miscellaneous Improvements - Digester 4 Rehabilitation, South Orange County Wastewater Authority, Dana Point, CA. Project Engineer.

Rehabilitate an existing 45-foot diameter digester, including modifications to their existing digester control room for Digester 3 and Digester 4 at the J.B. Latham Wastewater Treatment Plant. The project includes the repair and coating of the concrete digester walls, the removal/replacement of most existing digester piping/appurtenances, and replacing existing gas mixing lances.

Education:

BS, Civil Engineering,
University of California, Irvine,
2013
Registrations/Certifications:

Professional Civil Engineer,
California, No. 86663, 2016
Professional Affiliations:

Orange County Water
Association
Office Location:

Irvine, CA
Total Years of Experience:
8 Years with Tetra Tech:
3 City Council 21 – 65 5/17/2022

TETRA TECH
Jaden Miller, EIT
Design Engineer
Mr. Miller has provided design engineering in various water projects including water main replacements and disinfection system facilties. Responsibilties have been utility research, field checks, preparation of construction plans, and cost estimates.

EXPERIENCE
Indian Hill Boulevard Water Main Replacement, JA Salazar, Compton, CA. As Design Engineer completed the design plans for a water main project in the City of Claremont and Los Angeles County.

The work was completed as part of a design-build contract with JA Salazar. Work included: existing utility research and base map preparation, determining abandonment required, alignment selection and field check surveys, interaction with GSWC project manager with plan check comments, procurement of permit. Total water main footage was approximately 4,500 feet of 8-inch and 12-inch pipe.

Compton Area Water Main Replacement, Precision Pipeline, Compton, CA. As Design Engineer completed the design plans for a water main project in the City of Compton and Los Angeles County.

The work was completed as part of a design-build contract with Precision Pipeline. Work included:
existing utility research and base map preparation, determining abandonment required, alignment selection and field check surveys, interaction with GSWC project manager with plan check comments, procurement of permit. Total water main footage was approximately 20,000 feet of 8-inch pipe.

Atkinson Area Main Replacement, Precision Pipeline, Hawthorne and Inglewood, CA. As Design Engineer completed the design plans for a water main project in the City of Hawthorne and Inglewood.

Lennox Boulevard Area Water Main Replacement, Golden State Water Company, CA. As Design Engineer completed the design plans for water main projects in the Southwest District in the City of Lennox. Work included: existing utility research and base map preparation, determining abandonment required, alignment selection and field check surveys, interaction with GSWC project manager with plan check comments, obtained approval of fire hydrant locations from Los Angeles County Fire Department, and prepared letter and exhibits for Department of Public Health approval. Total water main footage was approximately 13,000 feet of 8-inch pipe.

Fern Avenue Area Water Main Replacement, Golden State Water Company, CA. As Design Engineer completed the design plans for water main projects in the Orange West System in the City of Stanton and Garden Grove. Work included: existing utility research and base map preparation, determining abandonment required, alignment selection and field check surveys, interaction with GSWC project manager with plan check comments, obtained approval of fire hydrant locations from Orange County Fire Department, and prepared letter and exhibits for Department of Public Health approval. Total water main footage was approximately 4,100 feet of 8-inch pipe.

Live Oak and Lynrose Water Main Replacement, Golden State Water Company, CA. As Design Engineer completed the design plans for water main projects in the Southwest District of Arcadia. Work included: existing utility research and base map preparation, determining abandonment required, alignment selection and field check surveys, interaction with GSWC project manager with plan check.

Total water main footage was approximately 7,500 feet of 8-inch pipe and 12-inch pipe.

Education:

BS, Civil Engineering,
California State University,
Fullerton, 2018
Registrations/Certifications:

Engineer-in-Training,
California, No. 170827, 2020
Office Location:

Irvine, CA
Total Years of Experience:
4 Years with Tetra Tech:
4 City Council 21 – 66 5/17/2022

TETRA TECH
Erin Cabañero, PE
Pipeline
Ms. Cabañero has provided design engineering in various water and wastewater projects including domestic and reclaimed water pipelines, water main replacements, gravity sewer mains, pump stations, lift stations, reinforced concrete reservoirs, steel tank reservoirs, wells, flow control facilities, and pressure reducing valve vaults. Erin has also assisted our engineering design team with preparation of construction plans, specifications, and design calculations.

EXPERIENCE
Well No. 32 Rehabilitation, City of Santa Ana, CA. Design Engineer. Provided engineering planning and design to assist with the rehabilitation of Well 32. The project includes the construction of new CMU block well building and sodium hypochlorite building, sodium hypochlorite disinfection facility, approximately 3,300 linear feet of 16-inch pipe from Well 32 to John Garthe Reservoir, bore and jack under channel crossing, and site improvements.

Pipeline from Baker Pump Station to OC-76, El Toro Water District, Lake Forest, CA. Design Engineer. Design of 5,100 feet of pipeline to minimize the pressure increase within the R-6 Pressure Zone as a result of the Baker Pump Station.

Peters Canyon Channel Water Capture and Reuse Pipeline, Irvine Ranch Water District, Irvine, CA. Design Engineer for over 17,000 linear feet of 10-inch to 16-inch steel and PVC pipeline. This was a joint project with the City of Irvine, City of Tustin, County of Orange, and Caltrans. Project included three storm drain diversion structures and intake design, hanging the pipeline from two bridges, bore and jack under the railroad and backpressure vault.

La Mirada Recycled Water Expansion, Central Basin Municipal Water District, Commerce, CA.

Design Engineer. The La Mirada Recycled Water Expansion Project will provide recycled water to irrigate several large landscaped facilities such as La Mirada Golf Course, La Mirada Regional Park, Behringer Park as well as schools and several City facilities. Forty-nine potential recycled water users were identified with an estimated irrigation demand of 930 acre feet per year.

West Chandler Well, South Croddy Well and Pipeline, Mesa Consolidated Water District, Costa Mesa, CA. Design Engineer for the drilling and equipping of Well Nos. 12 and 13, two new potable water wells (approximately 1,050 feet deep), to provide additional local water reliability to the customers of Mesa Water District. The project involves the demolition of existing buildings at Well Nos. 12 and 13 properties within the City of Santa Ana. Both wells are located outside of Mesa Water’s service area and will require the construction of approximately 4,400 feet of pipeline to connect the proposed wells to Mesa Water’s existing system. Each well site includes the construction of a vertical turbine pump estimated to produce approximately 3,000 gpm, new CMU block well building, new chemical storage facility, sodium hypochlorite and aqua ammonia disinfection facility, and site and landscaping improvements.

Newport Boulevard Water Main Rehabilitation, City of Newport Beach, CA. Design Engineer.

Provided engineering support for the replacement/rehabilitation of the existing 20/16-inch cast iron pipeline constructed in the mid-1920s within Newport/Balboa Boulevard from the intersection of Via Oporto and Central Avenue to the intersection of Balboa Boulevard and 19th Street. This pipeline is vital as it provides water and fire flow protection to the businesses and residents in the Newport Bay and Peninsula area.

Education:

B.S., Civil Engineering,
University of California, Irvine,
2009
Registrations/Certifications:

Professional Civil Engineer,
California, No. 89704, 2018
Professional Affiliations:

American Society of Civil
Engineers
Office Location:

Irvine, CA
Total Years of Experience:
11 Years with Tetra Tech:
11 City Council 21 – 67 5/17/2022

TETRA TECH
Erica Jenkins
Design Engineer
Ms. Jenkins has more than 28 years of experience and has been responsible for the preparation of water, sewer, reclaimed water pipeline projects, and project design reports for various water and sewer facilities. Erica has been responsible for completing the design, bidding, and construction management of over 150 miles of water/reclaimed water/sewer mains throughout Southern California.

EXPERIENCE
Indian Hill Boulevard Water Main Replacement, JA Salazar, Compton, CA. As Lead Design Engineer completed the design plans for a water main project in the City of Claremont and Los Angeles County. The work was completed as part of a design-build contract with JA Salazar. Work included:
existing utility research and base map preparation, determining abandonment required, alignment selection and field check surveys, interaction with client and GSWC project manager with plan check comments, procurement of permit. Total water main footage was approximately 4,500 feet of 8-inch and 12-inch pipe.

Compton Area Water Main Replacement, Precision Pipeline, Compton, CA. As Lead Design Engineer completed the design plans for a water main project in the City of Compton and Los Angeles County. The work was completed as part of a design-build contract with Precision Pipeline. Work included: existing utility research and base map preparation, determining abandonment required, alignment selection and field check surveys, interaction with client and GSWC project manager with plan check comments, procurement of permit. Total water main footage was approximately 20,000 feet of 8-inch pipe.

Atkinson Area Main Replacement, Precision Pipeline, Hawthorne and Inglewood, CA. As Lead Design Engineer completed the design plans for a water main project in the City of Hawthorne and Inglewood. The work was completed as part of a design-build contract with Precision Pipeline. Work included: existing utility research and base map preparation, determining abandonment required, alignment selection and field check surveys, interaction with client and GSWC project manager with plan check comments, procurement of permit. Total water main footage was approximately 17,000 feet of 8-inch pipe.

Lennox Boulevard Area Water Main Replacement, Golden State Water Company, CA. As Lead Design Engineer completed the design plans for water main projects in the Southwest District in the City of Lennox. Work included: existing utility research and base map preparation, determining abandonment required, alignment selection and field check surveys, interaction with GSWC project manager with plan check comments, obtained approval of fire hydrant locations from Los Angeles County Fire Department, and prepared letter and exhibits for DPH approval. Total water main footage was approximately 13,000 feet of 8-inch pipe.

Santa Ana Canyon Road Transmission Main and Pressure Reducing Station No. 67, City of Anaheim, CA. Design Engineer for the preparation of plans, specifications, cost estimates and construction services for the construction of 2,000 linear feet of 36-inch steel pipeline. In addition to the construction of steel piping, a pressure reducing station was constructed to reduce pressure from Zone 750 to Zone 640 and Zone 475.

Anaheim Hills Road Transmission Main Phase I, City of Anaheim, CA. Design Engineer of approximately 3,500 linear feet of 30-inch water main parallel to the existing 21-inch and 24-inch diameter water main in Anaheim Hills Road from Nohl Ranch Road to Santa Ana Canyon Road. Intermediate tie-ins were designed to connect to the existing 10-inch water mains on La Paz Way (PR-54).

Education:

BS, Civil Engineering,
California State University,
Fullerton, 1996
Registrations/Certifications:

Engineer-in-Training,
California, No. EX102020
Office Location:

Irvine, CA
Total Years of Experience:
28 Years with Tetra Tech:
28 City Council 21 – 68 5/17/2022

TETRA TECH
Cory Heggtveit, EIT
MWD Coordination & Construction
Support
Mr. Heggtveit has provided design engineering in various water and wastewater projects including domestic and reclaimed water pipelines, water main replacements, gravity sewer mains, pump stations, lift stations, reinforced concrete reservoirs, flow control facilities, recycled water customer conversions, and pressure reducing valve vaults. Cory’s responsibilities have included preparation of construction plans, specifications, and design calculations; and assisted supervisors in preparing project memorandums.

EXPERIENCE
Mid-City Neighborhood Water Main Replacement Project, City of Santa Ana, CA. Design Engineer for approximately 9,000 linear feet of 12- and 8-inch PVC water main to replace existing water mains.

Project included the hot tap of two existing water mains and 15 cut in connections.

Bristol Street Widening Water Main Replacement Project, City of Santa Ana, CA. Design Engineer for approximately 6,000 linear feet of 12- and 8-inch PVC water main to replace existing water mains.

Pressure Reducing Station Relocation Project, Moulton Niguel Water District, Laguna Niguel, CA. Project Coordinator. Responsible for the Pressure Reducing Station Upgrades for the District. This work included the relocation of three pressure reducing stations. The stations were located within the street right-of-way and relocated in an existing parkway.

Mathis Oso-Bypass, Moulton Niguel Water District, Laguna Niguel, CA. Project Coordinator.

Carlsbad Seawater Desalination Conveyance Pipeline, KSD Joint Venture, Carlsbad, CA. Design Engineer for 52,000 linear feet of conveyance pipeline which serves the product water from the 50 mgd desalination plant in the City of Carlsbad. Pipeline diameter is 54-inch welded steel pipeline operating at a maximum pressure of 500 psi. Tetra Tech provided design services on the $150 million Design-Build conveyance pipeline and flow regulatory facility.

Home Depot Center Swivel-Ell, West Basin Municipal Water District, Carson, CA. Design Engineer of an above ground swivel ell facility to enable the Home Depot Center in the City of Carson, in the event of an extended recycled water plant outage, to switch from the recycled water system to the potable water system for irrigation purposes.

Imperial Avenue Recycled Water Lateral, West Basin Municipal Water District, El Segundo, CA.

Design Engineer for approximately 5,000 linear feet of 6-inch PVC recycled water main within the City of El Segundo.

Miller and Kraemer Recharge Basins Pipeline Replacement Project, Orange County Water District, Fountain Valley, CA. Design Engineer to provide design services to improve flow of water into the District’s groundwater recharge basins. Design included removal of approximately 8 feet of 48-inch RCP and installation of new 48-inch steel pipe. The design for Miller Basin provided for a secondary inlet including about 200 feet of 42-inch steel pipe, a concrete junction structure connection to an existing 72-inch pipeline and an impact outlet structure. The project also involved permitting and coordination with OCPF&RD.

Education:

BS, Civil Engineering,
California State University,
Long Beach, 2009
Registrations/Certifications:

Engineer-in-Training,
California, No. 121854, 2005
Office Location:

Irvine, CA
Total Years of Experience:
20 Years with Tetra Tech:
20 City Council 21 – 69 5/17/2022

TETRA TECH
Mazen Kassar, PE
Electrical/Controls Engineer
Mr. Kassar has more than 29 years of experience in electrical engineering and industry standard that includes electrical engineering staff management, project management, construction management and supervision, water and wastewater treatment, petro-chemical design, and environmental soil and groundwater treatment. Mazen’s background includes designing medium and low voltage power distribution, designing instrumentation, control systems and SCADA systems for a wide-variety of projects, and the installation of electrical systems for remediation projects, including soil vapor extraction systems and groundwater pumpand-treat systems. Other experience includes, working with utility companies to provide new electrical service to new projects, working with local Building and Safety Departments to obtain Plan Check and construction permits, field trouble shooting of electrical and mechanical systems, system commissioning and startup.

EXPERIENCE
Carlsbad Seawater Desalination Conveyance Pipeline, KSD Joint Venture, Carlsbad, CA. Managed electrical design for 52,000 linear feet of pipeline that serves the product water from the planned 50 mgd desalination plant in the City of Carlsbad. Pipeline diameter is 54-inch welded steel pipeline operating at a maximum pressure of 500 psi. The pipeline is routed through the cities of Carlsbad, San Marcos, and Vista. The electrical design included designing power for cathodic protection system at multiple locations, designing power, control and instrumentation for large flow control facility and underground turnouts.

Mid-Basin Injection: Centennial Park Design Services, Orange County Water District, Fountain Valley, CA. Four injection wells are included in this project and will be constructed below ground vaults.

Wells are proposed to inject 12 MGD of GWRS water into the principal groundwater aquifer approximately 1,200 feet below ground surface. Submersible backflush pumps will be installed within the injection wells. Electrical Engineer responsible for designing two shared facilities’ power distribution, injection well’s instrumentation and control, communication with the other sites and headquarters.

Long Beach 8 Valve Improvement, Electrical Power System Upgrade, Long Beach Water Department, Long Beach, CA. Tetra Tech provided full service Construction Management Services for the Long Beach Water Department during construction for Long Beach Valve 8 Improvement Project. Work involved connection to the MWD pipeline at the Long Beach Valve 8 project sites just east of the intersection of Wardlow Road and Cherry Avenue complete with pipeline replacements and electrical and instrumentation upgrades. Mr. Kassar provided electrical and SCADA assistance during startup of the facility.

SJVWB-ERRP Phase 1 Well Equipping and Treatment Facilities Preliminary Design, Eastern Municipal Water District, San Jacinto, CA. Supervising the electrical design for a project that includes preparation of a Preliminary Design Report with an evaluation of the pipeline corridors from four wells to a central treatment plant, review of treatment technology for iron and manganese removal, disinfection using chloramines, booster pump station and reservoir and well equipping evaluation.

Preliminary design drawings will be prepared to a 30% design level that addresses the civil site, mechanical, process, electrical and instrumentation components of the treatment and blending facility, site work and pipeline plan and profile sheets. Project field work will consist of a geotechnical investigation of the well sites, treatment plant and pipeline corridors, aerial and ground survey, potholing and corrosion analysis.

Education:

BS, Electrical Engineering,
California State University,
Long Beach, 1990
Registrations/Certifications:

Professional Electrical
Engineer, California,
No. 15809, 1998
General Construction,
Class B, California,
No. 777845, 2008
ETAP Electrical Power
Modeling, 2010
Professional Affiliations:

Institute of Electrical and
Electronics Engineers
Office Location:

Irvine, CA
Total Years of Experience:
29 Years with Tetra Tech:
12 City Council 21 – 70 5/17/2022

TETRA TECH
Eric Yuen, PE, SE
Structural Engineer
Mr. Yuen has more than 14 years of experience in the design, analysis, and detailing of structural engineering. Eric is knowledgeable in reinforced concrete, masonry, structural steel and wood frame design, and construction for a variety of building and infrastructure projects including reservoirs and
water/wastewater treatment facilities, pump stations, lift stations as well as seismic retrofit of existing structures.

EXPERIENCE
SA-3, SA-4 and SA-5 Vault Relocations, City of Santa Ana, CA.

Structural Engineer for the design and construction phases of three pressure reducing valve vaults. The project included the design of steel and ductile iron yard piping and connections to the existing City system, pressure reducing valves, and concrete vaults.

Well No. 32 Rehabilitation, City of Santa Ana, CA. Structural Design Engineer. The project involved the preparation of a PDR and plans/specifications for the rehabilitation of the well facility. The underground well would be scraped, cleaned and modified to be within an above ground CMU block control building (housing mechanical and electrical rooms). The design also included civil, structural, and electrical improvements to the park adjacent to the well site; a separate on-site generation sodium hypochlorite building; 3,500 feet of 12-inch discharge pipe to John Garthe Reservoir; pressure control vault and chemical injection vault for both Well 32 and the City’s existing Well 24; and modification at the reservoir to connect to the on-site piping.

Mid-Basin Injection: Centennial Park Design Services, Orange County Water District, Santa Ana, CA. Structural Engineer responsible for the design of four injection wells to be located within Centennial Park in the City of Santa Ana for Orange County Water District. In addition to the engineering services for the four injection wells, the project includes the design of the supply pipeline, backflush pipeline, bridge crossing, two shared facility sites, a monitoring well site, site improvements, and paving of park access roads and parking lots.

Pressure Reducing Station Relocation, Moulton Niguel Water District, Laguna Niguel, CA.

Structural Engineer for the Pressure Reducing Station Upgrades for the District. This work included the relocation of three pressure reducing stations. The station was located within the street right-of-way and relocated in an existing parkway.

Mathis Oso-Bypass, Moulton Niguel Water District, Laguna Niguel, CA. Structural Engineer for the Flow Control/Pressure Reducing Station for the District. The existing pressure reducing station was modified to include flow control capabilities. The piping arrangement within the existing vault was modified, the size of valves was changed and the new flow control/pressure reducing station was re-located within the street right of way in a left turn pocket.

Long Beach Valve Replacement, Long Beach Water Department, Long Beach, CA. Structural Engineer for improvements to an existing Flow Control/Pressure Reducing Station for the Department.

Education:

BS, Civil Engineering,
California State Polytechnic
University, Pomona, 2007
Registrations/Certifications:

Professional Civil Engineer,
California, No. 75983, 2009
Professional Structural
Engineer, California,
No. 6177, 2014
Professional Affiliations:

American Institute of Steel
Construction
Office Location:

San Dimas, CA
Total Years of Experience:
14 Years with Tetra Tech:
14 City Council 21 – 71 5/17/2022

TETRA TECH
Peter Kim, PE, PTE
Traffic Control
Mr. Kim has more than 27 years of experience in transportation and traffic engineering. Peter’s project experience includes numerous traffic signal designs, street lighting plans, rampmetering plans, traffic monitoring stations, signing and striping plans, traffic control plans for major freeway projects, and traffic impact studies for various developments. Peter has been responsible for over 20 freeway projects requiring preparation of traffic design plans and traffic management plans throughout Southern California. Mr. Kim has also prepared traffic control plans for various water districts on more than 100 projects.

Additionally, Peter is the owner/principal of PMK Associates, Inc., a SBE certified firm which provides traffic engineering services to Tetra Tech along with other commercial and private clients.

EXPERIENCE
Relocation of 30-Inch Transmission Main, Moulton Niguel Water District, Laguna Niguel, CA. Mr. Kim was contracted by Tetra Tech to prepare traffic control plans along Oso Parkway at Cabot Road in the City of Laguna Niguel.

Harvard Ave. Truck Sewer Diversion Structure Rehabilitation, Irvine Ranch Water District, Irvine, CA. Traffic Engineer. Prepared six (6) traffic control plans in the City of Irvine.

Regional Lift Station Force Main Replacement, Moulton Niguel Water District, Moulton Niguel, CA. Traffic Engineer. Prepared nine (9) traffic control plans in the City of Aliso Viejo.

Peter’s Canyon Channel Water Capture & Reuse Pipeline, Irvine Ranch Water District, Irvine, CA. Mr. Kim was contracted by Tetra Tech as the Lead Traffic Engineer for the preparation of traffic control plans for 17,000 linear feet of pipeline along Harvard Avenue in the City of Irvine.

Carlsbad Seawater Desalination Conveyance Pipeline, Poseidon Resources Corporation, Carlsbad, CA. Mr. Kim was contracted by Tetra Tech as the Traffic Engineer Lead for the preparation of traffic control plans for 52,000 linear feet of pipeline that serves the product water from the planned 50 mgd desalination plant in the City of Carlsbad. Pipeline diameters ranged from 24-inch to 54-inch welded steel pipeline operating at a maximum pressure of 800 psi. Seven flow control facilities were planned. The pipeline was routed through the cities of Carlsbad, San Marcos, Vista and Oceanside. In addition, there were two bridge crossings, Caltrans right-of-way crossing, railroad crossing, and several bore and jack crossings located throughout the project. Final Traffic Control plans were prepared for permitting through the City of Carlsbad and Caltrans.

SR-241, Foothill Transportation Corridor, South, Transportation Corridor Agencies, Orange County, CA. Under PMK Associates, as the Lead Traffic Design Engineer, Mr. Kim was responsible for preparing corridor-wide traffic study report and corridor wide master overhead sign plans, master corridor operating system and master corridor lighting plans for SR-241 Foothill Transportation Corridor.

Anaheim Regional Transportation Intermodal Center (ARTIC), City of Anaheim, CA. Under PMK Associates, as the Lead Traffic Design Engineer, Mr. Kim was responsible for the 100% PSE for traffic signals, signing and striping, stage construction, and street lighting for ARTIC; a transit hub designed to tie together freeways, bus routes, and rail system as well as allow for future expansion to incorporate the California High-Speed Rail.

Education:

BS, Civil Engineering, Cal
Poly Pomona, 1989
Registrations/Certifications:

Professional Civil Engineer,
California, No. 51616, 1994
Professional Traffic Engineer,
California, No. 1871
Professional Affiliations:
• American Society of Civil
Engineers
• Institute of Transportation
Engineers
Office Location:

Irvine, CA
Total Years of Experience:
27 Years with Tetra Tech:
27 City Council 21 – 72 5/17/2022

TETRA TECH
Nate Schreiner, PE, QSD
Water Quality Management
Mr. Schreiner manages domestic projects on behalf of government clients, applying a successful 14-year history of project management, hydrologic and hydraulic modeling, civil engineering design, condition assessments of a variety of infrastructure, and cost estimating. Nate has performed hydrologic and hydraulic analyses of various types of drainages including culverts, channels, rivers, and alluvial fans. Previously he was involved in projects involving USACE Periodic Inspections of levees, FEMA levee certification, and master drainage plans. He has inspected approximately 300 miles of levee in various states and is well versed with USACE facilities. Nate has been involved in all phases of the project life-cycle including site investigations, preliminary design, public outreach, PS&E, QA/QC, and construction support.

As a Qualified SWPPP Developer (QSD), Mr. Schreiner has ample experience with providing Stormwater Pollution Prevention Plans (SWPPP) for construction activities.

EXPERIENCE
Silver Lake Reservoir Stormwater Capture, City of Los Angeles Bureau of Engineering, Los Angeles, CA. Project Manager for the pre-design phase of the project to construct stormwater infrastructure to capture stormwater from a 170-acre watershed and divert it to the Silver Lake and Ivanhoe reservoirs in Los Angeles, CA. To offset the potable water demand associated with maintaining historic water levels in the reservoirs, stormwater from the local watershed is proposed to be redirected into the Reservoirs. Various types, sizes, and locations of stormwater infrastructure and BMPs were evaluated and selected to assist the City in meeting their stormwater capture goals. Nate guided the project engineer in the hydrologic and hydraulic modeling, and reviewed all project submittals. Nate also coordinated with the City’s Street and Stormwater Division project manager and staff at a pre-design review meeting.

Carriage Crest Stormwater and Runoff Capture, Sanitation Districts of Los Angeles County, Carson, CA. Project Manager. Responsible for preparing the plans, specifications and estimates, from concept to detailed design. Carriage Crest Park was identified in the Enhanced Watershed Management Program as a high-priority site for a regional stormwater capture project due to its proximity to two large storm drains with a total drainage area exceeding 1,100 acres.

Mayfair Park Stormwater and Runoff Capture, City of Lakewood, CA. Project Engineer.

Responsible preparing the plans, specifications and estimates, from concept to detailed design. Tetra Tech was contracted to evaluate the potential site location and develop this stormwater runoff and capture project. The project consists of an air-inflated rubber dam diversion system to re-direct all urban runoff and stormwater runoff from the Clark Channel through a pre-treatment system to remove trash, debris, and sediment. A drainage pipeline will convey the water into a large, buried multi-chambered storage and filtration facility. The stormwater collected in the underground reservoir will be treated and used to irrigate the park’s landscaped areas. The system will monitor the weather conditions and the facility through a secured cloud based system. The underground storage system is 4.5 million gallons (13.8 ac-ft). The goal of the project was to not only help the City comply with the metals Total Maximum Daily Loads, as presented in the Los Cerritos Channel Watershed Management Program, but also provide additional benefits, such as revitalized park infrastructure and augmentation of local water supplies.

Education:

BS, Environmental
Engineering, California
Polytechnic State University,
San Luis Obispo, 2006
Registrations/Certifications:

Professional Civil Engineer,
California, No. 74974, 2009
Qualified SWPPP Developer,
Certificate No. C74974
Office Location:

Irvine, CA
Total Years of Experience:
14 Years with Tetra Tech:
13 City Council 21 – 73 5/17/2022
TETRA TECH J. Fussel – Page | 1
Jason Fussel, PE, QSD, ENV SP
Envision Certification
Mr. Fussel is an Envision™ Sustainability Professional and LEED Accredited Professional with extensive and relevant experience in the stormwater and Best Management Practice (BMP) arena, which includes successful implementation of sustainable design practices for a vast array of improvement projects. Jason’s significant involvement in Low Impact Development (LID) and Stormwater Pollution Prevention and reduction projects in Southern California, specifically as Engineer-of-Record for several important Proposition “O” projects for the City of Los Angeles, Caltrans funded projects, and Proposition 1 projects provide the foundation for his continued leadership in the industry. To date, Mr. Fussel has been the design lead for the design and
implementation of over $100 million in construction cost. Nate continues to improve upon his expertise through attending various LID conferences and presenting the fundamentals and approach to BMP design to colleagues and the public through engagement seminars and discussions. As a Qualified SWPPP Practitioner (QSP) and Qualified SWPPP Developer (QSD), Mr. Fussel has ample experience with providing Stormwater Pollution Prevention Plans (SWPPP) for construction activities and Water Quality Management Plans (WQMP).

EXPERIENCE
Aliso Creek - Limekiln Creek Restoration Project, City of Los Angeles Bureau of Engineering, Los Angeles, CA. Project Engineer and Assistant Project Manager. Mr. Fussel is responsible for overseeing pre-design and design services. The project is located at the confluence of the concrete lined Aliso and Limekiln Creek flood channels, which merge together in the southern portion of the project site. The project improvements involve constructing several stormwater Best Management Practices (BMPs) intended to treat on-site and off-site runoff and reduce contamination in Aliso Creek, Limekiln Creek, and the Los Angeles River. The proposed BMPs include low flow channel diversions, stormwater pump stations, stormwater pre-screening devices, bioswales, vegetated detention/retention basin, the restoration of upland, riparian habitat, and BMP educational signage. The goal of the project is to significantly reduce the pollutant loads, as well as transform a specifically built flood control facility into a multi-function green infrastructure facility. The project will also be designed to achieve a Platinum Envision Rating. This important water quality project is part of the City’s overall efforts through the Proposition O Bond Program to improve water quality and reduce pollutant loads that are currently being conveyed to the rivers, lakes, and oceans within the greater Los Angeles area.

Albion Riverside Park Project, City of Los Angeles Bureau of Engineering, Los Angeles, CA.

Project Engineer and Assistant Project Manager. Responsible for overseeing the pre-design services for the Albion Riverside Park Project. Tetra Tech also provided design and construction support services. The project, located adjacent to the Los Angeles River, involved transforming a six-acre site, previously used for dairy warehousing and distribution, into a riverfront park and recreational facility that will benefit nearby disadvantaged low income neighborhoods. In addition, the City is using the redeveloped property to increase the current capacity for managing stormwater runoff. This important water quality project is part of the City’s overall efforts through the Proposition O Bond Program to improve water quality and reduce pollutant loads that are currently being conveyed to the Education:

BS, Civil Engineering,
California Polytechnic State
University, San Luis Obispo,
2003
Registrations/Certifications:

Professional Civil Engineer,
California, No. 70879, 2007
LEED® Accredited
Professional, 2009
Qualified SWPPP Developer,
Certificate No. 20231
Professional Land Surveyor,
California, No. 9006, 2013
Envision™ Sustainability
Professional, 2014
Professional Affiliations:
• American Society of Civil
Engineers
• California Land Surveyors
Association
Office Location:

Buellton, CA
Total Years of Experience:
18 Years with Tetra Tech:
18 City Council 21 – 74 5/17/2022
TETRA TECH J. Fussel – Page | 2
rivers, lakes, and oceans within the greater Los Angeles area. In addition, the project was designed to achieve a Platinum Envision™ rating.

Stormwater Capture Parks Program, City of Los Angeles, Bureau of Engineering, Los Angeles, CA. Program Manager. Serving as the Program Manager for the City of Los Angeles’ Stormwater Capture Parks Program, for which he is overseeing pre-design services for the development of four stormwater capture projects as part of the second largest stormwater program undertaken in the state’s history. In addition, Mr. Fussel is leading a programmatic watershed analysis of nine (9) projects to ensure project goals are met and to determine possible efficiencies in linking multiple project sites together and measuring their performance.

Bolivar Park Stormwater and Runoff Capture Project, City of Lakewood, CA. Engineering Design Lead and Engineer of Record. Mr. Fussel is responsible for feasibility, conceptual and detailed design services to prepare final plans, specifications and estimates. Tetra Tech was contracted to evaluate the potential site location and develop this stormwater runoff and capture project. The project consists of an air-inflated rubber dam diversion system to re-direct all urban runoff and stormwater runoff from the Del Amo channel through a pre-treatment system to remove trash, debris, and sediment. A pump station and drainage pipeline will convey the water into a large, buried multi-chambered storage/infiltration facility. The stormwater collected in the underground reservoir will be treated and used to irrigate the park’s landscaped areas. The system will monitor the weather conditions and the facility through a secured cloud-based system. The underground storage system is 2.8 million gallons (8.7 ac-ft). The goal of the project is to not only help the City comply with the metals Total Maximum Daily Loads, as presented in the Los Cerritos Channel Watershed Management Program, but also provide additional benefits, such as revitalized park infrastructure and augmentation of local water supplies.

Environmental and Engineering Support for Vandenberg Tracking Station Water Main Project, American Water Enterprises, Inc., Vandenberg Air Force Base, Lompoc, CA. Project Manager.

Tetra Tech was contracted to provide environmental and engineering support services for the installation of a 4-inch water line and associated appurtenances at the Vandenberg Tracking Station at Vandenberg Air Force Base. Mr. Fussel was responsible for overseeing the survey and field verification, engineering design, and preparation of as-built drawings.

Mayfair Park Stormwater and Runoff Capture Project, City of Lakewood, CA. Engineering Design Lead and Engineer of Record. Responsible for feasibility, conceptual and detailed design services to prepare final plans, specifications and estimates. Tetra Tech was contracted to evaluate the potential site location and develop this stormwater runoff and capture project. The project consists of an airinflated rubber dam diversion system to re-direct all urban runoff and stormwater runoff from the Clark Channel through a pre-treatment system to remove trash, debris, and sediment. A drainage pipeline will convey the water into a large, buried multi-chambered storage and filtration facility. The stormwater collected in the underground reservoir will be treated and used to irrigate the park’s landscaped areas.

The system will monitor the weather conditions and the facility through a secured cloud based system.

The underground storage system is 4.5 million gallons (13.8 ac-ft). The goal of the project is to not only help the City comply with the metals Total Maximum Daily Loads, as presented in the Los Cerritos Channel Watershed Management Program, but also provide additional benefits, such as revitalized park infrastructure and augmentation of local water supplies.

City Council 21 – 75 5/17/2022

TETRA TECH
Paula Fell
CEQA
Ms. Fell has more than 27 years of experience preparing environmental documentation and more than 23 years in a senior management role. Paula has prepared and managed California Environmental Quality Act/National Environmental Policy Act (CEQA/NEPA) documents including Initial Studies (ISs), Mitigated Negative Declarations (MNDs), Environmental Impact Report (EIRs), Environmental Assessments (EAs), and Environmental Impact Statements (EISs), for projects throughout California on behalf of federal, state, regional, and local agencies and private clients. Paula’s expertise also includes data collection and analysis on environmental issues such as visual resources, land use, public services, biological resources, socioeconomics, recreation, and utilities.

EXPERIENCE
Washington Avenue Lot Well and Facility Project, Initial Study/Mitigated Negative Declaration, City of Santa Ana, CA. Project Manager. Managing the preparation of an Initial Study/Mitigated Negative Declaration for the development of a new water well, well building, chemical building, and other supporting facilities on a currently vacant lot in Santa Ana.

Water Well No. 39 Hydro-generator Unit Replacement Project, CEQA Documentation, City of Santa Ana, CA. Project Manager. Preparing a Notice of Exemption and supporting documentation for the replacement of a hydro-generator unit for Well 39.

Water Well No. 32 Project, Initial Study/Mitigated Negative Declaration, City of Santa Ana, CA.

Project Manager. Managing the preparation of an Initial Study/Mitigated Negative Declaration for the rehabilitation of existing Well No. 32 and construction of a new above ground well building and approximately 3,250 linear feet of new pipeline.

Water Wells No. 12 and No. 14 and Pipeline Project, Initial Study/Mitigated Negative Declaration, Mesa Water District Costa Mesa, CA. Senior Environmental Planner. Prepared an Initial Study/Mitigated Negative Declaration for the construction of two new water wells and associated pipelines. Prepared analysis for several CEQA resource topics and assisted with the public hearing for the project.

Water Well Project Initial Study, City of Huntington Beach, CA. Senior Environmental Planner.

Prepared an Initial Study for the construction of a new water well and associated pipeline. Prepared analysis for several CEQA resource topics.

RD-HR Transmission Line Project Initial Study, California Water Service Company, Redondo Beach, CA. Project Manager. Oversaw the preparation of an Initial Study which included technical studies for air quality and greenhouse gas emissions. The project included the construction of an approximately 1.8 mile transmission line to connect existing wells at Station 8 and Station 22 to the existing 3.5 million gallon storage tank at Station 5.

SARI Abandonment and Pipe Severing Project SEA/Environmental Impact Report, Orange County Flood Control District, CA. Assisted with the preparation of the Supplemental Environmental Assessment/Environmental Impact Report and specifically prepared analysis for several resource topics including: water resources and hydrology; earth resources; aesthetics; safety and hazards; and public services and utilities.

Education:

MS, Environmental
Sciences, California State
University, 1993
BA, Biological Sciences,
Kansas State University,
1981
Office Location:

Irvine, CA
Total Years of Experience:
27 Years with Tetra Tech:
5 City Council 21 – 76 5/17/2022
Leighton Consulting, Inc. (Leighton) provides geotechnical engineering, environmental consulting, and materials testing and special inspection services. Our firm enjoys a rich history in Southern California having provided professional engineering and geologic services for 60 years and earned a reputation as a leader in this field through our innovative yet practical design solutions and field support for construction projects.

Leighton has been providing Tetra Tech geotechnical consulting services for over 20 years and understandsthe expectation and requirements of the design team and local agencies.

Our 180 employees are strategically located throughout Southern California to serve our clients from offices in Irvine, Downtown Los Angeles, Rancho Cucamonga, Temecula, San Diego, Ventura, and Santa Clarita. Our staff is comprised of California licensed Geotechnical Engineers (GE), Professional Engineers (PE), Certified Engineering Geologists (CEG), Hydrogeologists (CHG), Professional Geologists (PG), and Registered Environmental Assessors (REA). Supporting the professional consulting services, we have in-house geotechnical and materials testing laboratories that are certified by Caltrans, AASHTO, Division of State Architects (DSA), and City of Los Angeles.

Our local experience gives us an incomparable history and basis for understanding site issues and constraints. We have successfully completed projects with complex geology and constraints and won over 40 awards for engineering excellence. We have provided professional services for many water infrastructure projects, including water tanks and reservoirs, storm drains, storm channels, detention basins, sewer lines, potable water and recycled water pipelines, desalination plants, and groundwater replenishment facilities.

City Council 21 – 77 5/17/2022
Scott Foster Engineering, Inc. 1 of 3
R. Scott Foster, P.E.

Principal
Scott Foster is the Principal and Owner of Scott Foster Engineering, Inc. He has over 30 years of experience performing hydraulic modeling and analysis of pipeline surges and transients for over 700 systems in both gravity and pressure pipeline systems, including water hammer and pipeline failure due to loss of power to pump stations, turbine units, valve operations, and pipeline breaks throughout the United States. He has extensive experience designing surge control devices such as surge tanks, standpipes, vacuum relief valves, surge relief and surge anticipator valves, and flywheels in addition to developing flow control, pump station, and turbine operation parameters to reduce the effects of pressure surges.

As a recognized expert in the field, Mr. Foster has performed forensic analyses and field testing of systems related to pipeline failures and operational issues to identify the causes and recommend measures to eliminate the problems. He has participated in multiple value engineering studies requiring the review of surge analyses performed by other consultants using commercially available computer programs and verifying these results using programs different from those employed in the analysis. He has served as an expert witness on water hammer issues and conducted numerous presentations to private and governmental agencies on water hammer and pressure surges.

Relevant Experience
Diamond Valley Lake/Inland Feeder, Riverside County, CA Metropolitan Water District of Southern California
Scott was responsible for the hydraulic analyses and evaluation of the effects of pressure surges associated with the operation of the system’s twelve 175-cfs reverse pump/turbine units and associated pressure control structure, together with the PC-1 pressure control structure for flows in excess of 1,100 cfs. He also performed hydraulic and pressure surge analyses and recommended surge protection measures for up to an additional 400 cfs from the San Bernardino Valley Municipal Water District’s Redlands Pump Station pumping into the Inland Feeder for delivery to MWD and San Bernardino Valley Municipal Water District facilities.

Allen McCulloch Pipeline/OC-88 Pump Station, Orange County, CA Metropolitan Water District of Southern California The sudden failure of a 66-inch diameter PCCP section of the Allen McCulloch Pipeline (AMP) led to a forensic analysis of the cause of the failure and solutions to prevent a repeat event. As part of this project, MWD decided to direct connect the 150 cfs OC-88 Pump Station to the AMP, necessitating a surge analysis to prevent the operation of the pump station from adversely impacting the AMP. Scott performed a detailed hydraulic and pressure surge analysis to determine the cause of the failure of the AMP. He recommended new valve operating times to prevent maximum HGL elevations from exceeding the allowable during multiple system operations.

He then analyzed the surges created through the direct connection of the 150 cfs OC-88 pump station and 55 cfs turbine facility and recommended the installation two 23 ft diameter pressurized spherical Education
B.S., Civil Engineering, Lehigh
University, 1988
Experience
33 years
Professional Registrations
Professional Civil Engineer
CA C50860
UT 5587955-2202
WA 38053
OR 67001PE
CO 45608
NV 17199
HI 10424
AZ 36737
TX 115203
GA PE036044
NC 52696
Professional Memberships
ASCE
AWWA
City Council 21 – 78 5/17/2022
Scott Foster Engineering, Inc. 2 of 3
surge tanks in addition to eight 12-inch diameter surge anticipator valves on the suction side of the pump station to prevent overpressurization of the AMP.

As part of the project, analyses of the OC-88A pump station, the OC-82 pump station and 20 turnouts were also performed. Recommended surge protection at OC-88A in the form of an approximately 600 ft3 surge tank and two 12-inch surge relief valves was installed and testing verified that maximum HGL elevations in the AMP remained below the allowable. Flow control valve operating times were determined at each turnout to prevent adverse pressure surges from propagating back into the AMP.

Baker Pipeline and Product Water Pump Station, Orange County, CA Michael Baker International/Irvine Ranch Water District Was Project Manager/Project Engineer for the surge analysis of the Baker Pipeline and pump station for the delivery of up to 53 cfs from the Santiago Lateral and Irvine Lake Pipeline. The flow was able to be delivered by gravity or though use of the Raw Water Pump Station to the WTP. Analyses involving the Product Water Pump Station concentrated on the effect the pressure surges generated by the pump station delivering 33 cfs would have on MWD’s Allen McCulloch Pipeline (AMP) as well as to the South County Pipeline. Due to maximum pressure constraints on the AMP, a pressurized surge tank as well as a surge relief valve was recommended to be installed.

Orange County Groundwater Replenishment Project, Orange County, CA Orange County Water District
Was Project Manager/Project Engineer for the surge analysis of many aspects of the GWR Project.

Surge analyses were performed for the reverse osmosis system including the Transfer Pump Station and the RO Feed Pumps under two phases of development. Surge analyses were also performed for the Barrier Pump Station and the effects of the surges generated on the Barrier Distribution system for flows up to 71 mgd. Finally, surge analyses were performed for the Project Water Pump Station and the Project Water Pipeline for four flow scenarios with a maximum of 192 mgd. Surge protection for the systems ranged from recommending minimum pipeline pressure classes to the installation of multiple surge tanks and vacuum relief valves.

Sepulveda Canyon Bypass Project, Los Angeles County, CA Metropolitan Water District of Southern California
Project Manager/Project Engineer - Surge analysis modeling was performed for the entire Sepulveda Feeder to determine the effects that sudden loss of load to the new turbine facility and the existing Venice facility would have on the feeder. The analyses showed that due to the numerous possible operating HGL conditions under which the system could operate, exceedance of the maximum allowable HGL elevations for the feeder between the two facilities was possible. Additionally, it was shown that the minimum HGL elevation would fall sufficiently far as to create a vacuum condition in the downstream end of the Sepulveda Tunnel.

Lake Perris Bypass Facility Pump Station, Riverside County, CA Metropolitan Water District of Southern California
Starting in 1991, Scott has performed multiple hydraulic and pressure surge analyses for Lake Perris Bypass Facility Pump Station under many operating and supply conditions. The pump station has the capacity to deliver up to approximately 250 cfs to the Mills Filtration Plant and/or Lake Perris, depending on the source of flow. Flow can be provided to the pump station from Lake Perris, the Casa Loma/San Diego Canal, or Diamond Valley Lake. Pipelines required for the modeling effort included the Inland Feeder, Eastside Pipeline, Lakeview Pipeline, Lake Perris Bypass, Box Springs Feeder, and the Santa Ana Valley City Council 21 – 79 5/17/2022
Scott Foster Engineering, Inc. 3 of 3
Pipeline. Due to maximum pressure limitations on both the upstream and downstream sides of the system, surge protection measures in the form of pressurized surge tanks have been recommended and installed at the pump station. Additionally, the Bernasconi Tunnel was fitted with three 10-inch vacuum relief valves to utilize the tunnel as a surge tank to prevent maximum pressures in the suction system from exceeding allowable values. Testing performed by MWD verified the results of the modeling.

Bay Delta Conservation Plan, Northern California
Metropolitan Water District of Southern California
Scott performed hydraulic analyses to determine the feasibility of operating the proposed system under two potential pump operation alternatives: the Modified Pipeline Tunnel Option (MPTO) and Clifton Court Option (CCO). Under the MPTO, three 3000 cfs pump stations located at the upstream end of the system would take flow directly from the Sacramento River and deliver it through two tunnels to the Intermediate Forebay (IF) where it would then flow by gravity through two 40 ft diameter tunnels to the Clifton Court Forebay. For the CCO, the flow would come from three locations on the Sacramento River and flow by gravity through two tunnels to a junction structure where two 40 ft diameter tunnels would deliver the flow to two 4500 cfs pump stations located adjacent to the CCF. The analyses highlighted advantages and disadvantages of each, allowing MWD to use the information to assist them in determining their preferred alternative.

Carlsbad Desalination Project Product Water PS and Conveyance Pipeline, San Diego County, CA Tetra Tech/San Diego County Water Authority
The Product Water Pump Station consists of eight pumps that delivers up to 57 mgd of desalinated water through the approximately 53,000 ft long, 54-inch Conveyance Pipeline to the San Diego County Water Authority’s Second Aqueduct. Scott performed hydraulic and pressure surge analyses for the system under multiple head, friction, and flow conditions. The maximum and minimum allowable pressures in pre-constructed segments of the pipeline required surge protection prepared by others to be reevaluated. Scott determined that surge protection in the form of three 26,000 gallon pressurized surge tanks were required to protect the system. Field testing showed the predicted results to be within three percent or less of the field test results.

Additional Projects
Additional systems he as analyzed for MWD and surrounding agencies include the Rialto and Etiwanda Pipelines/Etiwanda Power Plant, Greg Avenue Pressure Control Structure (PCS) and Power Plant, West Valley Feeder No. 2, Calabasas Feeder, La Verne Pipeline, Yorba Linda Pipeline, East Valley Feeder, Santa Monica Feeder, Box Springs Feeder, Bernasconi Tunnel, Lakeview Pipeline, Eastside Pipeline, Central Feeder and Redlands/Texas Street Pump Station, Box Springs Feeder, Santa Ana Valley Pipeline, and San Diego Pipelines 3 and 4.

City Council 21 – 80 5/17/2022
SA-2
Pressure Control
Station Relocation
and Transmission Main
Improvements
RFP No. 21-127
City Council 21 – 81 5/17/2022

EXHIBIT C
City Council 21 – 82 5/17/2022
17885 Von Karman Avenue, Suite 500, Irvine, CA 92614-5227 Tel 949.809.5000 Fax 949.809.5010 tetratech.com
January 13, 2022
Armando Fernandez, PE
Senior Civil Engineer
City of Santa Ana, Public Works Agency
215 South Center Street
Santa Ana, CA 92703
Reference: Fee Proposal to Provide Engineering Design Services for SA-2 Pressure Control Station Relocation and Transmission Main Improvements – RFP No. 21-127 Dear Mr. Fernandez,
Tetra Tech is pleased to submit our fee proposal to provide engineering design services for SA-2 Pressure Control Station Relocation and Transmission Main Improvements. All work will be performed on a time and material basis “not-to-exceed” the contract price and no additional compensation will be received beyond the price negotiated to be performed unless changes are approved in advance by an amendment to our contract signed by the City of Santa Ana (City).

Attached is the City’s Exhibit A, our fee proposal with a breakdown of labor hours by employee billing classification together with the cost of non-labor services, and our Hourly Charge Rate Schedule.

The following is a summary of our Fee Proposal:

Exhibit A Total without Envision: $672,500
Envision Fee: $ 67,500
TOTAL: $740,000
Optional Task – EIR $90,000
Per Request for Proposal requirements, our proposal shall remain valid for 120 days after the date of submission. Thank you for considering our proposal, we look forward to the opportunity to work with you. Should you require additional information or have any questions, please feel contact me at 949/809-5156 or via email at [email protected].

Respectfully,
Tom Epperson, PE
Vice President
TLE/de
Attachments
M:\Marketing\Proposals\FY 2021\Santa Ana_SA-2 Pressure Control Station Relocation City Council 21 – 83 5/17/2022

CITY OF SANTA ANA
RFP NO.: 21-127
SA-2 PRESSURE CONTROL STATION RELOCATION AND TRANSMISSION MAIN

IMPROVEMENTS

EXHIBIT A
FEE PROPOSAL, including hourly rates
Certification - I certify that I have read, understand and agree to the terms and conditions of this Request for Proposal. I have examined the Scope of Services (Attachment 1). I am familiar with all the existing conditions and limitation that may impact work requests. I understand and agree that I am responsible for reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal.

Proposer’s fee proposal shall be submitted concurrently with the technical proposal, but in a separate file, clearly labeled as “Fee Proposal.” This shall include the firm’s Standard Hourly Fee Schedule with positions and fees and a Project Fee Schedule as listed below. All services performed by the consultant not specifically captured by the unit prices listed shall be compensated on a time and material basis:

TO: CITY COUNCIL OF THE CITY OF SANTA ANA
FROM:

Item Description Unit Estimated
Quantity
Unit Price Total

1. Meetings EA 10 $ $
2a. Preliminary Design
Report (PDR)
EA 1 $ $

3. Controls System
Design
EA 1 $ $

4. Energy Design LS 1 $ $

5. Transient Analysis
(Optional)
LS 1 $ $

6. Design of Distribution
Main (Optional)
LS 1 $ $
7a. Final Plans,
Specifications and
Estimates (PS&E)
EA 1 $ $
8a. Bidding and
Construction Phase
Support Services
LS 1 $ $
Tetra Tech, Inc.

Vice President, Tetra Tech, Inc.
1,000 10,000
2b.
7b.
8b.

LS
LS
LS
Envision Support
Envision Support
Envision Support
1 1
1 207,900 207,900
$ 9,450 $ 9,450
32,000 32,000
30,000 30,000
36,850 36,850
18,000 18,000
200,000 200,000
$ 37,800 $ 37,800
102,750 102,750
$ 20,250 $ 20,250
City Council 21 – 84 5/17/2022

CITY OF SANTA ANA
RFP NO.: 21-127
SA-2 PRESSURE CONTROL STATION RELOCATION AND TRANSMISSION MAIN

IMPROVEMENTS

9. Commissioning,
O&MM Training and
Reports
LS 1 $ $

10. Operation and
Maintenance Manual
(O&MM)
LS 1 $ $

11. As-Builts LS 1 $ $
TOTAL $
* Items listed above shall be accompanied by an hourly breakdown at a minimum. 740,000
15,400 15,400
7,600 7,600
12,000 12,000
City Council 21 – 85 5/17/2022
Price Summary / Totals
Task Pricing Totals 830,000
Specify Add'l Fees on Setup 0
Technology Use Fee
Civil/Mech Civil/Mech Civil/Mech Civil/Mech Civil/Mech Civil/Mech Civil/Mech Civil/Mech Civil/Mech Civil/Mech Electrical Electrical Electrical Structures Structures Structures Structures Traffic Site Site Site Survey Survey Survey Survey Rendering 830,000 Contract Type: T&M
Project Phases / Tasks 3,627 100 138 36 270 202 114 252 232 574 31 190 432 320 38 38 83 73 20 24 76 250 10 40 20 34 30 0.00% 631,110 195,615 3,275 830,000 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 SA-2 Pressure Control Station and TM Improvements 3,627 100 138 36 270 202 114 252 232 574 31 190 432 320 38 38 83 73 20 24 76 250 10 40 20 34 30 631,110 195,615 3,275 830,000 Task 1: Project Admin and Coordination 204 20 62 - 8 10 10 16 16 - 2 16 24 16 2 - 2 - - - - - - - - - - 43,780 - 220 44,000 Meetings (10) 40 8 10 2 2 2 8 8 9,980 20 10,000
Project Management (12 months) 40 4 36 11,080 11,080
Santa Ana and Property Owner Coordination 70 6 12 8 8 16 16 2 2 12,880 40 12,920 MWD and SCE Coordination 54 2 4 8 8 16 16 9,840 160 10,000 Task 2: As Built and Utility Research 210 - - - 2 12 - 4 40 40 4 - - - - - - - 4 - - - 10 40 20 34 - 37,870 - 530 38,400 As Built and Utility Research 22 4 8 8 2 2,720 300 3,020 Topographic and Design Survey 59 2 1 4 16 12 24 14,710 14,710 Boundary Survey 51 2 1 6 24 8 10 10,290 10,290
Pothole Plan, Permits and Managing Contractor 56 8 24 24 7,200 230 7,430 Pothole Traffic Control Plans 22 2 8 8 4 2,950 2,950
Task 3: Geotechnical Recommendations 23 - - - 2 4 - - - 8 1 - - - 2 - 2 - 4 - - - - - - - - 3,490 24,035 75 27,600 Geotechnical Report 9 2 2 1 2 2 1,580 24,035 25,615
Geotech Traffic Control Plans 14 2 8 4 1,910 75 1,985
Task 4: Operational Design Standard and Criteria 146 14 16 - 16 12 - - - - - 28 36 24 - - - - - - - - - - - - - 30,400 - - 30,400 Determine Design Standards and Criteria 78 2 4 4 4 16 24 24 14,320 14,320 Workshops (8 workshops - 3 hours each) 68 12 12 12 8 12 12 16,080 16,080 Task 5: Basis of Design 826 18 28 6 52 44 8 56 58 140 6 44 42 128 6 3 10 8 4 24 76 35 - - - - 30 136,250 77,855 295 214,400 SA-2 Piping and Site Improvements 18 2 4 8 4 2,840 2,840 SA-2 Building or Vault 56 2 6 12 24 4 2 6 8,290 8,290
3D Renderings 32 2 30 4,830 4,830
Hydro-Turbine Design 16 2 6 8 2,710 2,710
Preliminary Electrical and Control Design 72 16 16 40 11,880 11,880 Battery Storage Evaluation 34 8 8 18 5,710 5,710
Power Connection and Communication - Walnut 56 16 10 30 9,830 9,830 Hydraulic Analysis 22 2 4 8 8 3,660 3,660
Transient Analysis (Optional) 7 2 4 1 970 35,880 36,850 Preliminary Pipeline Alignment and Bypass 22 2 4 8 8 3,300 3,300 Additional Piping (Optional) 22 2 4 8 8 3,300 3,300
Preliminary Site Plan 14 2 4 8 1,770 1,770
Traffic Management Plan and Traffic Control 14 2 8 4 2,030 2,030 Permits and Construction Costs 24 2 4 4 6 4 4 4,450 4,450 WQMP 102 2 24 76 18,150 18,150
Envision 35 35 9,450 9,450
Initial Study and MND - 41,975 41,975
Basis of Design Report 69 4 24 4 16 16 5 15,080 165 15,245 30% Drawings 211 2 8 8 16 30 80 4 8 40 2 1 4 8 28,000 130 28,130 Tasks 6, 7 and 8: PS&E Submittal (60%, 90% and Final) 1,399 2 12 30 78 58 4 140 94 292 12 52 178 152 22 11 51 63 8 - - 140 - - - - - 226,300 - 900 227,200 DDW Waiver Request 36 6 4 16 8 2 4,930 4,930
General Sheets (6) 72 4 6 12 6 36 8 9,450 9,450
Existing SA-2 Demolition (2) 30 2 4 8 16 4,220 4,220
SA-2 Site and Piping Plans (9) 146 4 20 50 72 19,440 19,440 High Pressure Plan and Profile (4) 70 2 12 24 32 9,460 9,460 Optional Additional Piping Plan and Profile (3) 52 2 8 18 24 7,100 7,100 Walnut PS and Reservoir Bypass Plans (3) 56 2 12 18 24 7,760 7,760 Piping and Connection Details (4) 58 2 8 16 32 7,760 7,760 SA-2 Mechanical Plans (5) 90 4 16 30 40 12,500 12,500
Battery Plans and Details 22 2 4 8 8 3,300 3,300
Structural Plans (6) 119 14 10 32 63 19,590 19,590
SA-2 Electrical and Control Plans (11) 200 20 80 100 29,600 29,600 Hydro-generator Electrical and Controls (4) 70 8 30 32 10,620 10,620 Battery Plans (2) 32 4 12 16 4,860 4,860
Specifications 80 2 8 8 8 8 8 8 12 6 12 16,580 16,580
Costs and Schedule 48 2 4 4 8 8 4 4 4 2 1 7 8,030 8,030 Coordination with Control System Design 48 8 40 8,440 8,440 Processing (60%, 90%, Final) including Matrix 30 4 6 6 6 6 2 4,860 900 5,760 Envision 140 140 37,800 37,800
Task 9: Bidding & Construction Phase Services 573 32 12 - 84 54 68 28 16 10 2 38 104 - 6 24 18 2 - - - 75 - - - - - 112,880 9,775 345 123,000 Addenda Preparation (2 Addenda) 34 4 8 8 8 4 2 6,860 6,860 Pre-construction & construction Kick-off meeting 8 4 4 1,780 44 1,824 RFIs (25 with 10 sketches) 66 4 12 12 16 6 2 6 2 4 2 11,580 11,580 Site visits (20 hours) 20 8 2 4 2 4 3,570 152 3,722
O&M Manual 28 4 4 12 8 3,920 3,920
Requests for Change Orders (10) 120 20 40 16 30 4 10 26,460 26,460 Factory and Site Acceptance Testing 32 8 24 6,040 9,775 149 15,964 Shop Drawings (60 total: 20 resubmittals) 190 4 60 30 16 8 10 40 2 10 10 32,420 32,420 Envision 75 75 20,250 20,250
Task 10: As-Built Preparation 100 - - - - - - 8 8 84 - - - - - - - - - - - - - - - - - 11,740 - 260 12,000 As-Built Drawings 68 4 4 60 7,940 260 8,200
MicroStation Conversion 32 4 4 24 3,800 3,800
Task 11: Commissioning 80 8 - - 8 - 16 - - - - 8 40 - - - - - - - - - - - - - - 15,280 - 120 15,400 Start-up and Commissioning (80 hours) 80 8 8 16 8 40 15,280 120 15,400 Task 12: Operations and Maintenance Manual 38 2 4 - 12 - 8 - - - - 4 8 - - - - - - - - - - - - - - 7,560 - 40 7,600 Operational Site Manual & Operating Procedures 38 2 4 12 8 4 8 7,560 40 7,600 Task 13: Additional Work 28 4 4 - 8 8 - - - - 4 - - - - - - - - - - - - - - - - 5,560 83,950 490 90,000 EIR (Optional Item) 28 4 4 8 8 4 5,560 83,950 490 90,000 Totals 3,627 100 138 36 270 202 114 252 232 574 31 190 432 320 38 38 83 73 20 24 76 250 10 40 20 34 30 0.00% 631,110 195,615 3,275 830,000 Submitted to: City of Santa Ana (Attn: Armando Fernandez, PE) SA-2 Pressure Control Station Relocation and
Transmission Main Improvements
Task Pricing
Totals
Total
Labor Hrs Subs ODCs
Labor
Quality Control (Mark Bush)PRS Lead Engineer (Matt Vera)Pipeline Lead Engineer (Erin Cabanero)MWD Coordination and Const Support (Cory Heggtveit)PRS Design Engineer (Jaden Miller)Pipeline Design Engineer (Erica Jenkins)CADD (Ashley Pham)WP (Deana Escamilla)Project Manager (Mazen Kassar)Project Engineer (Doug Seaman)Design Engineer (James Roberts)Project Manager (Vic Ramirez)Structural QA/QC (Eric Yuen)Project Engineer (Jose Quiroz)Design Engineer (Eric Hutchins)Traffic Engineer (Peter Kim)WQMP (Nate Schreiner)WQMP (Justin Smith)Envision (Jason Fussel)Sr. Surveyor (Dan Helt)Surveyor (David Anaya)Surveyor Tech (Kyle Streeter)Survey Crew (Survey Crew)Renderings (William Johnson) Rate Esc. Labor
Total Price
Pricing by Resource
Project Manager (Tom Epperson)Assistant PM (Neha Gajjar) Fee Proposal
Tetra Tech - Confidential and Proprietary Page 1 of 1 Printed 1/12/2022 City Council 21 – 86 5/17/2022
Project Management Construction
Project Manager 1 $220.00 Construction Project Rep 1 $80.00 Project Manager 2 $270.00 Construction Project Rep 2 $90.00 Sr Project Manager $305.00 Sr Constr Project Rep 1 $105.00 Program Manager $340.00 Sr Constr Project Rep 2 $120.00 Principal in Charge $340.00 Construction Manager 1 $170.00 Construction Manager 2 $190.00
Engineers Construction Director $235.00
Engineering Technician $37.00
Engineer 1 $96.00 General & Administrative
Engineer 2 $115.00 Project Assistant 1 $67.00
Engineer 3 $130.00 Project Assistant 2 $75.00
Project Engineer 1 $150.00 Project Administrator $95.00 Project Coordinator $165.00 Sr Project Administrator $120.00 Project Engineer 2 $165.00 Graphic Artist $130.00
Sr Engineer 1 $175.00 Technical Writer 1 $97.00
Sr Engineer 2 $185.00 Technical Writer 2 $124.00
Sr Engineer 3 $210.00 Sr Technical Writer $155.00
Principal Engineer $300.00
Planners Information Technology
Planner 1 $104.00 Systems Analyst / Programmer 1 $77.00 Planner 2 $115.00 Systems Analyst / Programmer 2 $115.00 Sr Planner 1 $125.00 Sr Sys Analyst / Programmer 1 $130.00 Sr Planner 2 $151.00 Sr Systems Analyst / Programmer 2 $196.00 Sr Planner 3 $175.00
Project Accounting
Designers & Technicians Project Analyst 1 $90.00
CAD Technician 1 $65.00 Project Analyst 2 $114.00
CAD Technician 2 $75.00 Sr Project Analyst $155.00
CAD Technician 3 $90.00
CAD Designer $105.00 Reimbursable In-House Costs:

Sr CAD Designer 1 $125.00 Photo Copies (B&W 8.5”x11”) $ 0.15/Each Sr CAD Designer 2 $150.00 Photo Copies (B&W 11”x17”) $ 0.40/Each CAD Director $155.00 Color Copies (up to 8.5"x11") $ 2.00/Each Survey Tech 1 $50.00 Color Copies (to 11"x17") $ 3.00/Each Compact Discs $10/each
Large format copies $0.40 S.F.

Health & Safety Mileage-Company Vehicle $0.80/mile
H&S Administrator $95.00 Mileage-POV $0.55/mile*
Sr H&S Administrator $115.00 *current GSA POV mileage rate subject to change H&S Manager $145.00
All other direct costs, such as production, special photography, postage, delivery services, overnight mail, printing and any other services performed by subcontractor will be billed at cost plus 10%. 2022

HOURLY CHARGE RATE AND EXPENSE REIMBURSEMENT SCHEDULE
NOTE: Rates subject to change annually.

City Council 21 – 87 5/17/2022
CITY OF SANTA ANA FY 21/22CIP

CAPITAL IMPROVEMENT PROJECT WORKSHEET
PROJECT DESCRIPTION:

This project will replace the existing vault and mechanical, electrical, instrumentation and controls systems.

PROJECT NEED:

Replacement of this water connection will ensure system reliability and availability to the City's customers.

PROJECT TITLE:

SA-2 Vault Improvements
PROJECT CATEGORY:

Utility/Drainage/Lighting
Improvements
Municipal Facilities

LOCATION MAP
AGENCY: DIVISION: CONTACT: DATE:

Public Works Water Resources Armando Fernandez, Senior Civil Engineer 25-Apr-2022 PROJECT COSTS FY 21/22 FY 22/23 FY 23/24 FY 24/25 FY 25/26 FY 26/27 FY 27/28 Engineering 830,000 - - - - - -
Right-Of-Way - - - - - - -
TOTAL 830,000 - - - - - -
SOURCE OF FUNDS FY 21/22 FY 22/23 FY 23/24 FY 24/25 FY 25/26 FY 26/27 FY 27/28 WATER CAPITAL 830,000 - - - - - -
TOTAL 830,000 - - - - - -
EXHIBIT 2
City Council 21 – 88 5/17/2022
City Attorney Office
http://citydesk/ca/
Item # 22
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
May 17, 2022
TOPIC: Amendment to Agreement with Blue Technologies Smart Solutions for Access and Support Services for iManage Data Management Systems AGENDA TITLE:

Approve an Amendment to the Agreement with Blue Technologies Smart Solutions for Access and Support Services for iManage Data Management Systems (General Fund)

RECOMMENDED ACTION
Authorize the City Manager to execute an amendment to the agreement with Blue Technologies Smart Solutions (“BlueTech”) to provide increased data storage for continued access and support services for the iManage Data Management Systems (“iManage”) for the remaining period of August 1, 2022 through July 31, 2024, increasing the annual billing amount by $4,800 for years two and three, for $30,050 annually, for the iManage System, and increasing the total not-to-exceed amount of the agreement to $95,350, which includes a $10,000 contingency, subject to non-substantive changes approved by the City Manager and City Attorney.

DISCUSSION
The City’s Attorney’s Office (“CAO”)’s utilization of the iManage Data Management Systems reflects not only the vast scope of services provided by the office, but also the growing use of electronic data including the storage supporting documents required for legal services requested from the City’s varied departments for use in litigation and transactional services. The increased data storage will allow CAO to store and access larger data sets, which have become more prevalent as technologies improve, and the means required to access those materials evolve.

The iManage system, technical support, performance with our office, and overall reliability, continues to provide the best resource for legal data management system for CAO in the coming years.

ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.

City Council 22 – 1 5/17/2022
Amendment to Agreement with Blue Technologies Smart Solutions for access and support services for iManage Data Management Systems
May 17, 2022

Page 2 ends

FISCAL IMPACT
Funds are available in the City Attorney’s Contract Services-Professional account (no. 01108032 – 62300) and will be budgeted in future fiscal years as follows:

Fiscal Year Amount
2021-22 (utilized) $28,250
2022-23 $33,050
2023-24 $33,050
2024-25 $1,000
Total $95,350

EXHIBIT(S)

1. First Amendment to Agreement with BlueTechnologies Smart Solutions Submitted By: Sonia Carvalho, City Attorney
Approved By: Kristine Ridge, City Manager
City Council 22 – 2 5/17/2022
City Council 22 – 3 5/17/2022
City Council 22 – 4 5/17/2022
Planning and Building Agency
www.santa-ana.org/departments/planning-and-building/
Item # 23
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
May 17, 2022
TOPIC: On-Call Building Safety Division Consultant Service Agreements AGENDA TITLE:

Approve On-call Building Safety Division Services for the Planning and Building Agency (General Fund and Non-General Fund)

RECOMMENDED ACTION
Authorize the City Manager to execute agreements, as provided in the attached template approved as to form by the City Attorney, to engage each of the fourteen firms listed below for a period of three years, beginning May 17, 2022 through May 16, 2025, with the option to renew for up to one additional year, to provide on-call Building Safety Services for an aggregated not to exceed amount of $4,600,000. 4LEAF BPR Consulting Group
Building Code Services Inc CSG Consultant’s Inc.

HR Green Pacific, Inc. JAS Pacific
JLee Engineering, Inc. OC Plan Review LLC
Scott Fazekas & Associates, Inc. The Code Group, Inc. (VCA Code) Transtech Engineers, Inc. TRB & Associates
True North Compliance Services West Coast Code Consultants, Inc.

DISCUSSION
On November 5, 2019, the City Council approved agreements with 14 consulting firms to provide the City with as-needed Building Safety Division services with an aggregated notto-exceed $2,400,000 for a period of three years, ending November 5, 2022.

Development activity in the City has been trending upward since 2011 and the high permit activity has been sustained even through the COVID-19 pandemic, as the Planning and Building Agency remained open for business to allow construction and development to continue and flourish. Building activity in the City remains at a high level and the approval of agreements with on-call consultants would allow for expedited customer services through plan check services that the building community is requesting. Continuing to City Council 23 – 1 5/17/2022
On-Call Building Safety Division Consultant Service Agreements May 17, 2022

Page 2 ends

secure contract inspection staff provides a means to expeditiously service projects and reduce response time for inspection of general workload by permanent in-house staff.

The Planning and Building Agency has continued to improve customer service by streamlining processes, such as by introducing an electronic plan review system, migrating to a digital environment through scanning of all building permit and plan records, and working to implement an online portal permitting system through a new comprehensive land management system. To meet continued construction activity and the associated Building Safety Services demand, staff recommends new agreements for on-call services to allow continuity of timely and first-rate customer service.

SELECTION PROCESS
On March 25, 2022, the Planning and Building Agency released a Request for Qualifications (RFQ) to seek firms to provide Permit, Plan Check, and Building Inspection Services on an as-needed basis. Vendors were required to submit descriptions of their firms, relevant experience and qualifications, references, and their proposed hourly rates at various levels through PlanetBids. The criteria for evaluating the proposals submitted considered the following:

Firm/Team Experience 25%
Understanding of Need 20%
Relevant Project Experience 25%
References 5%
Fee 25%
Proposals were accepted through April 8, 2022. The City notified 408 firms of the RFQ proposal period. Seven of those vendors were Santa Ana vendors. Thirty-four vendors downloaded the RFQ from PlanetBids, none of which were Santa Ana vendors. Of the 34 prospective bidders, 14 vendors submitted complete proposals by the deadline.

Vendors from the previous Building Safety Division services agreement were also notified of the RFQ and were encouraged to submit for continued services. Of the 14 previously selected vendors, two were vendors located in Santa Ana. Those two vendors did not submit a proposal.

The selection processes consisted of a three-member panel from the Planning and Building Agency and the Public Works Agency. The selected vendors will provide on-call Building Safety Division services including plan review, technical, inspection services, and expedited services for the Planning & Building Agency.

An appointment to the pre-approved list does not guarantee work to a consultant. If needed, firms will be selected based upon their ability to perform the required work within the timeframe needed and budget constraints. The authorization of the City Manager to execute agreements for on-call Building Safety Division Services with the list of 14 firms will allow the Building Safety Division to hire qualified, experienced consultants for specific City Council 23 – 2 5/17/2022
On-Call Building Safety Division Consultant Service Agreements May 17, 2022

Page 3 ends

projects and tasks promptly. As a result, staff will be better able to respond quickly to fluctuating demands and ultimately provide better service to the City of Santa Ana.

ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.

FISCAL IMPACT
Accelerated plan check fees and expedited inspection fees paid to the City by the applicant for each project contracted out for Building Safety services will fully fund the consultants’ cost to perform the respective plan check and inspections.

Expedited inspection fees and accelerated plan check fees will be paid by the applicant before the consultant commences any work and the fees will be deposited by the applicant into the following accounts:
 Expedited inspection services account no. 05316002-53618 and fees paid to the consultant will be recorded from account no. 05316021-62323;  Accelerated plan check fees account no. 05316002-53637 and fees paid to the consultant will be recorded from account no.05316021-62318;  As needed, monies from the General Fund will be utilized for processing Cityrelated projects.  Building Safety permit and inspection services – contract services fees will be recorded in account no. 01116520-62300; and
 Building Safety permit and plan check – contract services fees will continue to be recorded in account no. 01116530-62300.
 Funds will be budgeted in FY 2021-22 and subsequent fiscal years in the listed accounts for the specified years of the term.

Proposed Budget FY 2022 - 2025
Fiscal Year Accounting
Unit
Fund Description Account Unit,
Account Description
Amount
May 2022 – June
30, 2022
05316021-
62318
Accelerated Plan
Check
Planning & Building –
Accelerated Plan
Check
$400,000
Total $400,000
2022/23 05316021-
62323
Expedited
Inspections
Planning & Building –
Expedited Inspections
$100,000
01116520-
62300
General Fund Contract ServicesProfessional$300,000
05316021-
62318
Accelerated Plan
Check
Planning & Building –
Accelerated Plan
Check
$900,000
City Council 23 – 3 5/17/2022
On-Call Building Safety Division Consultant Service Agreements May 17, 2022

Page 4 ends

01116530-
62300
General Fund Contract ServicesProfessional$100,000
Total $1,400,000
2023/24 05316021-
62323
Expedited
Inspections
Planning & Building –
Expedited Inspections
$100,000
01116520-
62300
General Fund Contract ServicesProfessional$300,000
05316021-
62318
Accelerated Plan
Check
Planning & Building –
Accelerated Plan
Check
$900,000
01116530-
62300
General Fund Contract ServicesProfessional$100,000
Total $1,400,000
2024/25 05316021-
62323
Expedited
Inspections
Planning & Building –
Expedited Inspections
$100,000
01116520-
62300
General Fund Contract ServicesProfessional$300,000
05316021-
62318
Accelerated Plan
Check
Planning & Building –
Accelerated Plan
Check
$900,000
01116530-
62300
General Fund Contract ServicesProfessional$100,000
Total $1,400,000
Grand Total $4,600,000

EXHIBIT(S)

1. Sample Agreement

2. List of Selected Building Safety Services Firms
Submitted By: Minh Thai, Executive Director of Planning and Building Agency Approved By: Kristine Ridge, City Manager
City Council 23 – 4 5/17/2022

Page 1 of 10 ends

AGREEMENT TO PROVIDE ON-CALL BUILDING SAFETY INSPECTION

SERVICES
THIS AGREEMENT is made and entered into this 17th day of May, 2022 by and between ________________ (“Consultant”), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (“City”).

RECITALS
A. On March 25, 2022, the City issued Request for Qualification No. 22-050, by which it sought Consultants to provide on-call building safety consultant services for the Planning and Building Agency of the City of Santa Ana.

B. The scope of work may include any and all work efforts related to City projects to provide Plan Check and Building Inspection services and customer assistance for the City of Santa Ana. The intent is to minimize response time and improve customer services by supplementing in-house staff with consulting services on an as-needed basis.

C. Consultant submitted a responsive proposal that was among those selected by the City. Consultant represents that it is able and willing to provide the services described in the scope of work that was included in RFQ No. 22-050 and attached hereto as Exhibit A.

D. Consultant has been selected as one of the fourteen (14) vendors which qualified for this engagement. Only those consultants approved by the City Council on May 17, 2022 shall be eligible to be engaged by the City for these services.

E. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional contracting firm in the field.

NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:

1. SCOPE OF SERVICES
a. On an as-needed basis, and at the sole discretion of City, Consultant shall perform the services that are described in Exhibit A, attached and incorporated by reference as though fully set forth herein.

2. COMPENSATION
a. As Consultant is one of fourteen (14) selected vendors selected by the City, City City Council 23 – 5 5/17/2022

Page 2 of 10 ends

neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit A.

The total amount to be expended during the term of this Agreement, as approved by Council amongst the fourteen (14) selected vendors, shall not exceed Four Million Six Hundred Thousand Dollars and Zero Cents ($4,600,000). b. Where applicable, City shall recognize and pay for any outstanding invoices for work performed by any of the fourteen (14) selected vendors for building safety consultant services performed by the Consultant for work previously performed for the City.
c. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures.

Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals and Scope of Work, which may reasonably be expected by City.

3. TERM
This Agreement shall commence on the date first written above for a three (3) year term with the option for the City to grant up to a one (1) year renewal, exercisable by a writing by the City manager and the City Attorney, unless terminated earlier in accordance with Section 16, below.

4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.

5. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and City Council 23 – 6 5/17/2022

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perpetual license for any Documents & Data the subcontractor prepares under this Agreement.

Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.

6. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below:
a. Minimum Scope and Limit of Insurance

1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1), or if Consultant has no owned autos, hired, (Code 8) and non-owned autos (Code 9), with a limit no less than $1,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation: as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.

4. Professional Liability (Errors and Omissions): insurance appropriate to the Consultant’s profession, with limit no less than $2,000,000 per occurrence or claim.

5. Broader Coverage: if the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
b. Other Insurance Provisions
City Council 23 – 7 5/17/2022

Page 4 of 10 ends

1. Additional Insured Status: The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connectionwith such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or if notavailable, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 2037 if a later edition is used).

2. Primary Coverage: For any claims related to this contract, the Consultant’s insurance coverage shall be primary coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or selfinsurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.

3. Notice of Cancellation: Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the City.

4. Waiver of Subrogation: Consultant hereby grants to City a waiver of any right to subrogation that any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.

5. Self-Insured Retentions: Self-insured retentions must be declared to and approved by the City. The City may require theConsultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.

6. Acceptability of Insurers: Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M.

Best’s rating of no less than A:VII, unless otherwise acceptable to the City.

7. Claims Made Policies (applicable only to professional liability):

City Council 23 – 8 5/17/2022

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i. The Retroactive Date must be shown, and must be before the date of the contract or the beginning of contract work. ii. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
iii. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of work.

8. Verification of Coverage: Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage requiredby this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing allpolicy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them.

The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

9. Subcontractors: Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors.

10. Special Risks or Circumstances: City reserves the right to modify these requirements, including limits, based on the nature of therisk, prior experience, insurer, coverage, or other special circumstances.

7. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, consultants, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant or its Consultants, subcontractors, agents, employees, or other persons acting on their behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement.

This indemnity and hold harmless agreement applies to all claims for damages, just compensation, City Council 23 – 9 5/17/2022

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restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding.

Notwithstanding the foregoing, to the extent Consultant’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.

8. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend, indemnify and hold harmless the City, its officers, agents, representatives, and employees against any and all liability, including costs, and attorney’s fees, for infringement of any United States’ letters patent, trademark, or copyright contained in the work product or documents provided by Consultant to the City pursuant to this Agreement.

9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement.

10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. “Confidential Information” shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant City Council 23 – 10 5/17/2022

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without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City.

11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interest and shall not have interests, direct or indirect, which would conflict in any manner with performance of services.

12. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons:

To City: Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
Executive Director
Planning and Building Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, CA 92702
Fax: 714-647-5897
To Consultant:

A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded.

City Council 23 – 11 5/17/2022

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13. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and Consultant regarding the subject matter herein, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not embodied herein.

14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City’s prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City’s ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City.

15. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.

16. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.

City Council 23 – 12 5/17/2022

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17. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.

18. JURISDICTION-VENUE
This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement.

19. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement.

20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney’s fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.
[signatures on next page]
City Council 23 – 13 5/17/2022

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IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written.

ATTEST: CITY OF SANTA ANA
________________________ _________________________

DAISY GOMEZ KRISTINE RIDGE
Clerk of the Council City Manager

APPROVED AS TO FORM CONSULTANT
SONIA R. CARVALHO
City Attorney
By: _____________________ ____________________________
Brandon Salvatierra Name:

Deputy City Attorney Title:

RECOMMENDED FOR APPROVAL
____________________________

MINH THAI
Executive Director
Planning and Building Agency
City Council 23 – 14 5/17/2022

EXHIBIT A
City Council 23 – 15 5/17/2022

SCOPE OF SERVICES
General Description
Building Safety Division of the City of Santa Ana foresees the submittal of many construction projects in the near future. Therefore, the City is seeking the services of professional consultants to support the efforts of City staff in the area of Building Safety Services including Plan Check Services, Inspection Services and Technical Services.

Scope of Services
A. Plan Review Services
Consultant shall perform the following services for each assigned building plan review.

1. Detail review of the mechanical, plumbing, electrical and building (architectural and structural) plans. Review supporting documents for industrial, commercial, residential and public buildings and determine compliance with applicable building standards as related to existing and proposed buildings.

2. Review the plans for compliance with California state-mandated regulations for energy conservation, disabled access, green building standards and City adopted ordinances.

3. Review the plans for compliance with Federal Flood Plain regulations for projects in the special flood hazard area designated on the flood insurance rate map (FIRM) as Flood Zone A or AE.

4. Recheck and approval of final plans and supporting documents to be provided without additional charge for recheck.

5. Submittal of approved plans and all supporting documents to the City of Santa Ana.

6. Provide all necessary liaison with applicants via phone, e-mail or in person to expedite the review process and consult on complex code issues with City of Santa Ana Building Official.

7. Plan review report to be customized for each project and be delivered via fax, mail or e-mail to City and the applicant.

8. Structural portion of the plans to be reviewed by California Licensed Civil or Structural Engineer.

9. Plan reviewer to be consistent, accurate, available and responsive to the City and the applicant via phone, fax, e-mail and meetings. Also, the plan reviewer shall be available to the Building Official and his staff to help answer Code questions arising from review.

Plan reviewer shall provide assistance in evaluation of alternate materials, design and methods of construction proposed by applicant.

City Council 23 – 16 5/17/2022

10. Plan reviewer shall be available, at no expense to the City of Santa Ana, to meet at the City office with owners, architects, engineers and contractors to discuss the Plan Check issues.

11. Plan reviewer to verify that the job description, square footages, occupancy classifications and type of construction, on the permit application agrees with the plans and specifications. Plan reviewer will also verify the building valuation based upon valuation costs used by the City of Santa Ana.

12. Initial Plan review to be complete within ten (10) working days and recheck within five (5) working days.

13. Consultant fee for review services to be 55% of the City of Santa Ana Standard Plan Check Fee, excluding any accelerated plan check fee.

14. Hourly projects including revisions, deferred submittals, trusses, stairs, curtain walls, mechanical, plumbing and electrical plan reviews will be checked on an hourly rate of $100.00/hour when performed by a Certified Plans Examiner and a rate of $130.00/hour when performed by a registered Senior Plan Check Engineer.

15. Expedited Plan Review will be provided when requested for an individual project and will be an additional 30% of the plan review fees above. For Expedited Plan Review, the initial plan review to be complete within five (5) to seven (7) working days and recheck within five (5) working days.

16. Fee(s) are charged in conformance with the City's Miscellaneous Fee Schedule.

17. Provide in-house temporary staff.

18. Courier service for pickup and delivery of plans to the City shall be provided at no additional cost.

19. Plan review shall be performed electronically using the City’s electronic plan review system when requested by the City. No additional fees shall be charged for electronic plan review.

B. Building Inspection Services
Consultant shall perform the following services.

1. Building inspection services for industrial, commercial, residential and public buildings to determine compliance with approved plans and documents as well as applicable building standards as related to existing and proposed buildings.

2. Building inspection services for compliance with California state-mandated regulations for energy conservation, disabled access, green building standards and City adopted ordinances.

City Council 23 – 17 5/17/2022

3. Building inspection services for compliance with Federal Flood Plain regulations for projects in the special flood hazard area designated on the flood insurance rate map (FIRM) as Flood Zone A or AE.

4. Building inspectors shall be certified to perform inspections for compliance with applicable California Building Standards Codes.

5. Building inspectors shall complete all necessary City forms and documents, enter results, and follow the City’s workflow when an inspection is conducted. Inspectors will provide accurate correction notices and inspection records.

6. Building inspections shall be charged at an hourly rate of $80.00/hour when performed by a Certified Building Inspector and a rate of $100.00/hour when performed by a Senior Certified Building Inspector. Mileage will not be reimbursed by the City.

7. Provide accelerated building inspection services on an as-needed basis.

8. Provide in-house temporary staff.

C. Technical Services
Consultant shall perform the following services.

1. Technical services shall be provided as-needed at hourly rates listed in Sections A and B above, based on the qualifications of the consultant that will provide the service.

Technical services shall include training and technical studies with reporting, with rates ranging from $80.00/hour to $130/hour.

2. Permit technical services shall be charged at an hourly rate of $60/hour when performed by non-certified permit technicians and $75/hour when performed by Certified Permit Technician.

3. Structural Peer Review services shall be performed by a California registered Structural Engineer who has expertise in the current edition of ASCE 41 and performance-based structural design methodologies. Peer reviewer shall have technical expertise in the evaluation and retrofit of buildings similar to the one being reviewed and shall be familiar with the technical issues and regulations governing the work to be reviewed. Consultant shall provide a lump sum fixed fee for the structural peer review services based on the scope and complexities of the project. This fee shall be subject to the approval of the project applicant as a pass-through fee and shall be paid by the project applicant in conformance with the City's Miscellaneous Fee Schedule.

City Council 23 – 18 5/17/2022
EXHIBIT 2
Selected Building Safety Service Firms
4LEAF BPR Consulting Group
Building Code Services Inc CSG Consultant’s Inc.

City Council 23 – 19 5/17/2022
Human Resources Department
www.santa-ana.org/departments/human-resources/
Item # 24
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
May 17, 2022
TOPIC: Approve Agreement for Learning Management System AGENDA TITLE:

Approve Agreement for a Learning Management System with Meridian Knowledge Systems, LLC (General and Non-General Fund)

RECOMMENDED ACTION
Authorize the City Manager to execute an Agreement with Meridian Knowledge Solutions, LLC, to provide an annual subscription for a Learning Management System (“LMS”) with an additional add-on with OpenSesame Plus 100 for web-based training content, for a three-year term from May 17, 2022 through June 30, 2025, with the option of two oneyear extensions, in an amount not to exceed $311,7788, subject to non-substantive changes approved by the City Manager and City Attorney.

DISCUSSION
In order to meet the needs of an effective and evolving workplace, the Human Resources Department (“HRD”) budgeted funds for the implementation and development of a citywide organizational development and training (“OD&T”) program. The Human Resources Department OD&T program will provide city employees with targeted, inhouse training and development opportunities. These opportunities enhance employees’ abilities to meet their position competencies, develop necessary skills to grow within the organization, and provide organizational skills necessary to fulfill work responsibilities and individual departments’ goals and objectives.

To efficiently support a citywide training program, the Human Resources Department has a need for an LMS. This system will assist HRD staff to manage internal course registrations, provide live and online training, and track employee certification(s). It will also assist supervisors in planning for development opportunities and provide on-demand training in many categories ranging from required safety training to mentoring and supervision.

Following City policies and procedures, a Request for Proposals (RFP) for an LMS was developed and posted for four weeks (January 3, 2022 through January 28, 2022). The RFP identified mandatory and desirable requirements such as, but not limited to:
administrator, user, and system capabilities; pricing; implementation schedule; training City Council 24 – 1 5/17/2022
Approve Agreement for Learning Management System
May 17, 2022

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plan; support overview; and ADA and Federal requirements. Six LMS vendors submitted proposals and were reviewed and assessed based on the selection criteria specified in the RFP. Proposals were evaluated based on the following competitive selection criteria:

LMS capabilities, usability, alignment with City requirements and specifications, experience, qualifications, technical expertise, proposer’s financial stability, customer references, product technical roadmap, total cost, methodology, and work plan.

An evaluation committee included representation from Human Resources, Public Works, and Information Technology Departments. After review and evaluation of proposals, it was determined that two responses best met the above-mentioned criteria specified within the RFP.

The two finalists participated in an in-depth interview and demonstration of their LMS. The recommended vendor, Meridian Knowledge Solutions, LLC, is highly qualified due to the administrative and user intuitiveness of the system, ease of use, clear and straightforward timeline, customizable reporting tools (free-hand reporting), and cost.

Staff recommends that the City enter into an agreement with Meridian Knowledge Solutions for a Learning Management System (LMS), with the additional add-on with OpenSesame Plus 100 for web-based training content, to enable the City to support excellent training opportunities that engage, motivate, and empower City employees.

ENVIRONMENTAL IMPACT
There is no environmental impact association with this action.

FISCAL IMPACT
The Human Resources Department currently has money set aside for the entirety of the initial three (3)-year term of the Agreement and will budget accordingly for both Agreements in subsequent fiscal years. Any contract services and associated expenditures are subject to available funding in the Human Resources Department budget.

Funds for the LMS are budgeted and available through a non-general fund account (for the entirety of the initial three (3) years of the contract), 08809050 Quality Service Training. The initial three (3) years will be paid at the beginning of the contract period.

Subsequent years after the initial three (3) years will be budgeted for in the Human Resources Department, Contract Services-Professional expenditure account (no. 01109050 – 62300).

Fiscal Year Accounting Unit –
Account No.

Fund, Account Description Amount
2021-22 08809050-62300 Quality Service Training,
Contract Services - Professional
$170,623.00
City Council 24 – 2 5/17/2022
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May 17, 2022

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2022-23 $0.00
2023-24 $0.00
2024-25 $0.00
Total $170,623.00
Funds for the content add-on with Open Sesame are budgeted and available in the nongeneral fund, Safety Program expenditure accounts (nos. 08009052 and 08209052 – 62120) for the entirety of the initial three (3) years of the contract. The initial three (3) years will be paid at the beginning of the contract period. Subsequent years after the initial contract period will be budgeted for in the in the same accounts.

Fiscal Year Accounting Unit –
Account No.

Fund, Account Description Amount
2021-22 08009052-62120 Safety Program, Training,
Transportation, Meeting
$94,110.00
2021-22 08209052-62120 Safety Program, Training,
Transportation, Meeting
$47,055.00
2022-23 $0.00
2023-24 $0.00
2024-25 $0.00
Total $141,165.00

EXHIBIT(S)

1. Agreement with Meridian Knowledge Solutions, LLC
Submitted By: Jason R. Motsick, Executive Director of Human Resources Approved By: Kristine Ridge, City Manager
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Police Department
www.santa-ana.org/pd
Item # 25
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
May 17, 2022
TOPIC: Agreement with HCI Environmental & Engineering Service for Police Range Cleaning Services
AGENDA TITLE:

Approve a Three-Year Agreement with HCI Environmental & Engineering Service for Police Range Cleaning Services (General Fund)

RECOMMENDED ACTION
Authorize the City Manager to execute an agreement with HCI Environmental & Engineering Service for police firing range cleaning and ventilation system filter replacement for the period of June 1, 2022 through May 31, 2025 in an amount not to exceed $203,364, which includes a ten-percent contingency ($18,488), subject to nonsubstantive changes approved by the City Manager and City Attorney.

DISCUSSION
The Police Department firing range regularly accumulates large amounts of lead due to range training, which is conducted on a monthly basis. As a result, the firing range requires regular cleaning by a certified hazardous materials removal company to ensure the safety of Police Department personnel. On February 3, 2022, the Police Department issued Request for Proposals (RFP) No. 22-020 to select a vendor for a new three-year agreement. Five contractors attended the mandatory job walk, and on March 3, 2022 one proposal was received from HCI Environmental & Engineering Service (HCI). HCI is the incumbent contractor.

The Police Department is recommending the City enter into a three-year agreement with HCI. HCI possesses the required environmental certifications and has performed range cleaning services for the Santa Ana Police Department firing range since 2018. HCI will clean the bullet trap in upper range on Year 1 and Year 3 (FY 2022-23 and FY 2024-25 respectively), and clean the bullet trap in both upper and lower range (which receives less use) during Year 2 (FY 2023-24). HCI will be responsible for replacing and disposing of the range filters on a quarterly basis. The Police Department will provide the filters to save cost. HCI will also clean the forensic ballistic firing test tank on an annual basis.

City Council 25 – 1 5/17/2022
Agreement with HCI Environmental & Engineering Service for Police Range Cleaning Services
May 17, 2022

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This agreement includes a ten percent contingency for unanticipated work.

ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.

FISCAL IMPACT
Funds for this agreement will be budgeted and available in the Police Department’s Training Services, Contract Services account (no. 01114410-62300) for the following fiscal years:

Fiscal
Year
Accounting Unit
– Account #
Fund
Description
Accounting Unit, Account
Description Amount
FY 22-23 01114410-62300 General Fund PD Training Services Division – Contract Services $ 53,195
FY 23-24 01114410-62300 General Fund PD Training Services Division – Contract Services $ 94,843
FY 24-25 01114410-62300 General Fund PD Training Services Division – Contract Services $ 55,326
Total $203,364

EXHIBIT(S)

1. Agreement with HCI Environmental & Engineering
Submitted By: David Valentin, Police Chief
Approved By: Kristine Ridge, City Manager
City Council 25 – 2 5/17/2022

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AGREEMENT WITH HCI ENVIRONMENTAL

FOR GUN RANGE CLEANING SERVICES
THIS AGREEMENT is made and entered into this 17
th day of May, 2022 by and between HCI
Environmental & Engineering Services, (“Consultant”), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (“City”).

RECITALS
A. On February 3, 2022, the City issued a Request for Proposal #22-020 (“RFP”) seeking proposals from qualified firms and organizations to provide the Santa Ana Police Department with range cleaning services for two indoor firearm ranges and a water ballistic tank located at the police station.

B. Consultant submitted a timely proposal which was selected by the City. Consultant represents that it is able and willing to provide such services to the City and the proposal shall be incorporated by reference to this Agreement, as though fully attached hereto.

C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field.

NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:

1. SCOPE OF SERVICES
Consultant shall perform during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in Exhibit A.

2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services for City, the rates and charges identified in Exhibit B. The total amount to be expended during the term of this Agreement shall not exceed $203,364. The sum of this amount includes the base amount of $184,876 for services and a 10% contingency amount of $18,488 for additional services to be performed at the sole discretion of the City. b. Payment by City shall be made within 45 days (forty-five) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures.

Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City.

City Council 25 – 3 5/17/2022

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3. TERM
This Agreement shall commence on June 1, 2022, and continue for a three (3) year term until May 31, 2025, unless terminated earlier in accordance with Section 16, below.

4. PREVAILING WAGES
Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. If the services being performed are part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.

5. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.

City Council 25 – 4 5/17/2022

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7. INSURANCE
Consultant shall procure and maintain for the duration of the contract insurance against claims forinjuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the Consultant, his agents, representatives, employees or subcontractors.

MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
 Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence.If a general aggregate limit applies, eitherthe general aggregatelimitshall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.
 Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1), or if Consultant has no owned autos, hired, (Code 8) and non-owned autos (Code 9), with limit no less than $1,000,000 per accident for bodily injury and property damage.  Workers’ Compensation: as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.

If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:

Additional Insured Status
The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connectionwith such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or if notavailable, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 2037 if a later edition is used).

Primary Coverage
For any claims related to this contract, the Consultant’s insurance coverage shall be primary coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, City Council 25 – 5 5/17/2022

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officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.

Notice of Cancellation
Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the City.

Waiver of Subrogation
Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance.

Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.

Self-Insured Retentions
Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.

Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City.

Claims Made Policies (note – should be applicable only to professional liability, see below) If any of the required policies provide claims-made coverage:

1. The Retroactive Date must be shown, and must be before the date of the contract or thebeginning of contract work.

2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.

3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of work.

Verification of Coverage
Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements(or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them.

The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

City Council 25 – 6 5/17/2022

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Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

8. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.

9. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States’ letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement.

10. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement.

City Council 25 – 7 5/17/2022

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11. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. “Confidential Information” shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City.

12. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement.

13. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.

14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein.

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15. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City’s ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City.

16. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.

17. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.

18. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement.

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in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement.

20. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons:

To City:

Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:

David Valentin
Chief of Police
City of Santa Ana
60 Civic Center Plaza
P.O. Box 1988
Santa Ana, California 92702
Fax: 714-245-8190
To Consultant:

HCI Environmental & Engineering Services
Attn: Gregory J. Parker, President/CEO
114 Business Center Drive
Corona, CA 92880
City Council 25 – 10 5/17/2022

Page 9 of 9 ends

21. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney’s fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. The Agreement is the final and complete agreement and any prior or contemporaneous agreements for similar services between the parties is superseded by this Agreement. This shall not apply where the Parties are currently engaged and Consultant is providing services not contemplated by this Agreement. c. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.

IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written.

ATTEST: CITY OF SANTA ANA
Daisy Gomez Kristine Ridge
Clerk of the Council City Manager
APPROVED AS TO FORM:

SONIA R. CARVALHO CONSULTANT:

City Attorney
By:

Tamara Bogosian
Senior Assistant City Attorney (title)
RECOMMENDED FOR APPROVAL:

David Valentin
Chief of Police
Gregory J. Parker
President/CEO
City Council 25 – 11 5/17/2022

EXHIBIT A

SCOPE OF SERVICES
City Council 25 – 12 5/17/2022

CITY OF SANTA ANA
RFP No. 22-020 RANGE CLEANING SERVICES Page 18 of 38
I. Scope of Services
A contractor hired pursuant to this RFP shall be responsible for:

A. The work covered by this section includes the wet wipe down of items and materials containing lead contaminated dust. Handling of lead contaminated dust which is encountered during the cleanup activities includes, but is not limited to interior brick walls and wall attachments (electrical conduits/ panels, sound proofing wall and ceiling panels), HVAC exhaust ducts, and the incidental procedures and equipment required to protect workers and occupants of the building, or both, from contact with airborne lead dust and fallen dusts containing lead. The work also includes the proper disposal of the removed Lead contaminated dust at an approved disposal site according to current Federal, State, Regional, or Local regulations that apply.

B. The contractor shall supply all labor, materials, equipment, service, insurance and incidentals which are necessary or required to perform the work. The work shall be performed in accordance with applicable governmental regulations and these specifications.

C. The contractor’s employees must have completed the 3-day Lead Worker certification course as required by the California Department of Health Services (CDPH), Title 17, CCR, Section 35001-35050 and Sections 36000-36100. The CDPH Supervisor and Worker training certificates and CDPH current picture identification cards shall be provided to the City. Note: HAZWOPER Certification is NOT sufficient to meet this requirement.

D. The Contractor will be responsible for all medical monitoring before and after service in accordance with applicable laws and regulations including without limitation OSHA 29 CFR 1910.1025 and Title 8, CCR 1532.1.

E. The Contractor will be responsible for all environmental and health and safety monitoring including without limitation conducting personal breathing zone monitoring (pursuant to 8 CCR 1532.1 and 5155 Table AC-1) and supply a copy of the results and all required disposal tests.

F. All waste will be considered to be lead hazardous waste and handled as such according to Title 22, California Code of Regulations. Any reclaimed brass shall have to be transported with a Lead Hazardous Waste manifest (unless the brass is sufficiently cleaned on site so as not to have any loose lead-dust) and delivered to a California Department of Toxic Substances and Control (DTSC) approved recycler; the stated recycler shall send a receipt of receiving the materials to the City before payment for the job will be rendered.

G. The contractor will be responsible for the removal as specified and the storage, transportation and disposal of all Lead materials removed from surfaces as well as all removed components in the affected area.

H. This lead specification is general in scope to cover conditions that most often occur.

However, the contractor is bound only by the applicable portions of the specification.

Additional or specific instructions to the contractor may be added as part of the Scope of Work. In such cases, the contractor is bound by those special provision or requirements.

EXHIBIT 1

SCOPE OF SERVICES
Exhibit A
City Council 25 – 13 5/17/2022

CITY OF SANTA ANA
RFP No. 22-020 RANGE CLEANING SERVICES Page 19 of 38
II. Contractor Qalifications
The contractor must:

A. Be licensed by the State of California to engage in the removal and disposal of hazardous waste.

B. Ensure that employees wear appropriate personal protective equipment (PPE). At a minimum, a half-face APR with P-100 filters, gloves, and disposable suits, commonly known as Level C PPE.

C. All workers who will or may come in contact with lead wastes/dusts shall be CDPH certified, have medical clearance to work around lead and to wear a respirator and have proof of current respiratory training and fit-testing.

D. Assure that all used filters, vacuum bags containing spent lead; decontamination supplies, used PPE, and any other waste are packaged properly as lead-contaminated waste.

E. Prepare hazardous waste manifests.

F. Assure that all hazardous waste items are picked up and disposed of by a licensed hazardous waste transporter.

G. Observe all Federal, State, and local laws, ordinances, regulations and prohibitive orders governing lead removal and shooting ranges.

H. By submission of their bid, certify that they are aware of, and will comply with all such laws, regulations, and prohibitive orders.

I. Perform general background checks on any employees or subcontractors that will have access to the shooting range.

J. If awarded the contract, provide verification of background checks on employees or subcontractors that will have access to the shooting range.

K. Use the City of Santa Ana’s EPA identification number for the Police Facility located at 60 Civic Center Plaza, Santa Ana CA 92701.

III. Contractor Responsibilities
Tasks the awarded Contractor shall be responsible for include, but are not limited to the following:

A. This specification covers the wet wipe down of lead contaminated dust as defined below:
a. COMPONENT/ SUBSTRATE
i. Rubber material & bullets that are captured within the rubber ii. Lead contaminated dust and bulk debris
b. LOCATION
i. Upper range backstop & catch basin
ii. Lower range backstop & catch basin
iii. Upper range lanes
iv. Lower range lanes
v. Upper range shooting stations
vi. Lower range shooting stations
vii. Range patrol vehicle training prop
viii. Range Master office
ix. Weapons cleaning room
x. Corridor
xi. HVAC units
xii. Duct work Ventilation system with in the gun range and work area xiii. Upper level restroom
xiv. Lower level restroom
City Council 25 – 14 5/17/2022

CITY OF SANTA ANA
RFP No. 22-020 RANGE CLEANING SERVICES Page 20 of 38
c. BALLISITC FIRING TEST TANK (LOCATED IN FORENSIC BAY) i. Approximatley 275 gallon metal ballistic tank where firearms are shot into liquid, making it able to collect the projectile.
d. LEAD DUST CLEANUP
i. Decontamination of all surfaces inside negative pressure containment created by HEPA filtered negative air machines and using a HEPA vacuum and wet cleaning agents to remove Lead dust & bulk debris from the work area shall be conducted quarterly.
e. RECLINNING RUBBER BULLET TRAP MAINTENANCE
i. Contractor shall complete the separation of the rubber material from the lead material and re-packing the Bullet Trap/ Hopper with recycled rubber material within (3) consecutive business days.
ii. Contractor shall extract lead from the rubber material using removal techniques that shall ensure all decontamination procedures are in compliance with CAL OSHA and EPA 22CCR66015 Hazardous Waste Control Law.
iii. Contractor to shovel and rake rubber media to re-create factory specification slope angle for the bullet trap.
iv. Contractor to use extra bags of rubber material to insure proper angle. v. Contractor to apply a surface coat of fire retardant powder over rubber media. vi. Contractor shall clean lead contaminated equipment on the indoor firearm range.
vii. Contractor shall remove bullet material from premises. viii. Contractor shall post signs (required by 8CCR526) visible upon entering the indoor firearm range that states: “DANGER LEAD WORK AREA MAY

DAMAGE FERTILITY OR THE UNBORN CHILD CAUSES DAMAGE TO

THE CENTRAL NERVOUS SYSTEM DO NOT EAT, DRINK OR SMOKE IN THIS AREA”
ix. Contractor shall provide all equipment necessary to complete the job in accordance with all State and Federal Occupational Safety and Health Administration (OSHA) Regulations Standards- 29 CFR- lead 1910.1025, and National Institute for Occupational Safety and Health (NIOSH) Personal Protective Equipment (PPE) guidelines. This will include using a vacuum with high efficiency particulate abatement (HEPA) and protective equipment and a HEPA negative pressure air machine; the HEPA vacuum (if used outside a negative pressure containment) and the negative air machines used to create a negative air pressure containment, shall be certified by SCAQMD.
f. VENTILIATION SYSTEM FILTER CHANGE & DISPOSAL
Filters will be provided by the City. Filter type, quantity, and frequency of change below:

City Council 25 – 15 5/17/2022

CITY OF SANTA ANA
RFP No. 22-020 RANGE CLEANING SERVICES Page 21 of 38
Location Filter Type Filter Size Quantity Frequency of
Replacement
Total #
of Filters
Per Year
Fresh Air Filter
(No lead- normal
disposal)
Pleated 24 in X 24 in X 2 in 15 (total weight 10- 15lbs) Quarterly 60 Upper Range
Supply Unit
Pre- Filter- Lead
cont.

Pleated 24 in X 24 in X 4 in 10 (Weight about 15 lbs) Quarterly 40 Bag/pocket
Filter- Lead
24 in X 24 in X 1 in metal
frame ext to 12 in in use
10 (Total weight about 10-12
lbs)
Bi-annually 20
HEPA Filter 24 in X 24 in X 12 in
mostly metal and heavy
10 (Total weight about 350-
400 lbs)
Annually 1
Upper Range
Exhaust
Unit
Pre- Filter Pleated 24 in X 24 in X 4 in
Pleated 24 in X12 X4
2 - 5lbs
2 - 5lbs
Quarterly 4
4 Bag Filter 24 in X 24 in X 1 in frame
extend to 12 in in use
24 in X 12 in X 1 in frame
extend to 12 in
2 - 5lbs
2 - 5lbs
Bi-annually 2
2 HEPA Filter 24 in X 24 in X 12 in
mostly metal and heavy
24 in X 12 in X 12 in
2 (Total weight about 80 to
100 lbs)
2 (Weight about 50-60 lbs)
Annually 2
2 Lower Range
Supply Unit
Pre- Filter- Lead
cont.

Pleated 24 in X 24 in X 4 in 10 (Weight about 15 lbs) Quarterly 40 Bag/pocket
Filter- Lead
24 in X 24 in X 1 in metal
frame ext to 12 in in use
10 (Total weight about 10-12
lbs)
Bi-annually 20
HEPA Filter 24 in X 24 in X 12 in
mostly metal and heavy
10 (Total weight about 350-
400 lbs)
Annually 1
Lower Range
Exhaust
Unit
Pre- Filter Pleated 24 in X 24 in X 4 in
Pleated 24 in X 12 in X 4 in
2- 5lbs
2- 5lbs
Quarterly 4
4 Bag Filter 24 in X 24 in X 1 in frame
extend to 12 in
24 in X 12in X 1 in frame
extend to 12 in
2- 5lbs
2- 5lbs
Bi-annually 2
2 HEPA Filter 24 in X 24 in X 12 in
24 in X 12 in X 12 in
2 (Total weight about 80 to
100 lbs)
2 (Weight about 50-60 lbs)
Annually 2
2 City Council 25 – 16 5/17/2022

CITY OF SANTA ANA
RFP No. 22-020 RANGE CLEANING SERVICES Page 22 of 38
IV. RANGE CLEANING ANNUAL ROTATION
Upper and lower ranges shall be cleaned in an annual rotation. Only the upper range year one, both upper and lower ranges year two, only the upper range year three, and in same rotation in any one year contract extension.

V. WORK PROCEDURE
All Lead removal work must be performed in accordance with Federal, State, Regional, and local regulations. The following procedures, such as but not limited to, that are known to control the release and spreading of lead dust must be utilized at all times:

A. Wet removal procedures utilizing de-lead solutions.

B. Protective clothing must be worn where workers are in contact with Lead dust to prevent spread of contamination.

C. Eating, drinking and smoking are prohibited in lead regulated areas.

D. Negative air containment to enclose the lead dust removal operations.

E. Housekeeping: All surfaces shall be cleaned to acceptable clearance levels as free as practicable of accumulations of lead. Clean change areas and showers shall be provided for workers whose exposure exceeds the PEL. Adequate, such as floors will be ≤200 ug/ ft2 or lower as mandated by Cal-OSHA and/or Cal/Fed EPA; hand-washing and shower facilities shall be available and utilized for all activities involving lead.

F. Post all Cal-OSHA mandated employer bulletin boards and postings, maintain a copy of all on-site worker certificates (lead training, CDPH Course completion, medical approval to wear a respirator, annual fit-test results) and CDPH picture cards.

VI. REMOVAL & CONTROL AREA (NEGATIVE PRESSURE ENCLOSURE/CONTAINMENT) For the interior removal of contaminated dust that contains lead. This method of lead control shall be used and the following procedures area required:

A. Seal the openings [critical barrier] where release of lead could occur outside the work area with two (2) layers of 6-mil flame retardant poly secured with duct tape (i.e. windows, doorways, HVAC systems, and any other openings).

B. As directed by the consultant, utilization of negative air machines for total enclosures or for partial enclosures.

C. Control measures are dictated by the amount of lead in the air [and or] by abatement activity. When the PEL may be exceeded, additional engineering controls, as stated in the OSHA lead construction standards, apply.

VII. DECOMTAMINATION AREA/WASTE LOAD-OUT
A. Workers shall change clothes exclusively (i.e. dress and undress) within the clean room. If additional space is required for changing clothes, the contractor shall construct modestly rooms (if inside the building, use black polyethylene sheeting, if outside the building, use 1/2 “ plywood, covered with 2 layers of 6 mil each poly sheeting).

B. The worker decontamination enclosure system should exist independently of the facility but contiguous to the work area (i.e. building facilities such as toilets sinks and showers shall not be used in constructing the decontamination enclosure system).

City Council 25 – 17 5/17/2022

CITY OF SANTA ANA
RFP No. 22-020 RANGE CLEANING SERVICES Page 23 of 38
C. The worker decontamination area shall be under negative air pressure at all times.

Additionally, the contractor shall provide sufficient quantities of make-up air to the work area (excluding mechanical ventilation).

D. The contractor shall construct a waste load-out down station contiguous to the equipment room or work area. The waste load-out area shall be constructed with a minimum of two layers of 6-mil polyethylene sheeting and secured with duct tape.

E. The contractor shall move all materials or equipment from the area through the waste loadout or equipment decontamination room according to the following sequence:
a. The contractor shall establish air locks at the entrance to the waste load-out area. b. All ingress and egress from the waste load-out area shall take place between the work area’s separate airlock and the wash down station. c. The workers shall thoroughly wet contaminated equipment and waste bags [double when necessary] in the work area and pass the equipment, bags into the wash room.

After the workers pass the equipment, bags into the wash room, they shall repeat the wet cleaning and place the equipment into the second chamber of the waste load-out facility. All workers in the waste load-out facility shall wear full protective clothing and appropriate respiratory protection. If rented equipment is used, it must be completely decontaminated. Surface dust wipe tests may be necessary, double bagged and labeled.

F. Lunch room & facilities: The contractor shall provide a separate place for the employees to eat and rest that is not contaminated with lead dust. Contaminated clothing and devices shall be prohibited from any eating lunch room area.

G. Changes in the set-up of the containment, use of PPE or any other health and safety aspect of the cleaning protocol may only be completed with concurrence by the City’s retained Certified Industrial Hygienist (CIH) who is also a CDPH Certified Project Monitor, Project Designer and Inspector/Assessor. The CIH shall also share all related changes or potential changes with the Police personnel assigned to oversee the cleaning and the City’s Risk Manager, for their approval.

VIII. CONTROLLING OFFSITE DISPOSAL
The contractor must implement control measures to contain lead dust and debris within the work area including without limitation:

A. Control and limit access to the lead work area.

B. Limit tracking of dust and debris.

C. Implement a program of ongoing cleanup.

IX. CLEANUP AND AIR MONITORIING
The contractor shall be responsible for implementing good work practices and engineering controls with the goal of not exceeding the OSHA established PEL during the preparation, removal and cleanup operations relating to lead.

X. DISPOSAL OF HAZARDOUS WASTE
All waste will be considered to be lead hazardous waste and handled as such. The contractor will be required to comply with Title 22, California Code of Regulations; California Department of Toxic Substances and Control (DTSC); and any other applicable Federal, State, Regional, or Local requirements. The contractor shall be responsible for the performance of all collection and analysis of generated lead waste for disposal. The Contractor will observe all sample City Council 25 – 18 5/17/2022

CITY OF SANTA ANA
RFP No. 22-020 RANGE CLEANING SERVICES Page 24 of 38
collection and shall be provided copies of the sample analysis. This includes, but is not limited to TTLC and STLC/TCLP testing.

A. As work progresses and to prevent exceeding available storage capacity on site, the contractor shall remove sealed and labeled containers of waste from the site, transport pursuant to DOT regulations and dispose of such containers at an authorized disposal site in accordance with applicable regulations.

NOTE: Manifest receipt from the landfill will be required to acknowledge the receipt of leadcontaining materials before payment for the job will be rendered.

B. Lead painted metal adhered to components that does not exhibit any cracking, peeling, or flaking or any other delamination may be recycled. It is the contractor’s responsibility to locate a metal recycling company who will accept the lead painted metal components. A signed letter indicating the knowledge of the lead painted metal components and acceptance by the recycling company must be submitted to the consultant prior to the transfer of the components off-site. It should be noted that lead painted materials are not anticipated to be a concern at this job site under this SOW.

The following materials are examples of the waste stream that is anticipated during the Range Cleaning activities that are to be considered Hazardous Lead Waste in the State of California and possibly by RCRA.
a) Shower waste water
b) Dust from HEPA filter and from damps sweeping
c) All lead adhered components removed from building. Like components should be tested together to reduce the potential for disposal as RCRA waste. d) Plastic sheets, duct tape, or tape used to cover the floors and other services during the leas dust & bulk debris removal.
e) Solvents used during cleanup processes
f) Liquid waste, such as wash water used to decontaminate components and liquid waste. g) Rags, sponges, HEPA filters, respirator cartridges, scrapers, and other materials used for testing, removal and cleanup.
h) Disposable work clothes and respirator filters.
i) Any other items contaminated with lead.

XI. Waste Containers
The contractor will comply with EPA and DOT regulations for containers. The contractor shall contact the stated and local authorities to determine their criteria for proper containerization of RCRA lead waste, California hazardous lead waste and non-hazardous lead waste. The more stringent regulations shall apply to the proper containerization of the identified lead waste.

XII. Waste Transportation
The contractor must be registered with the Department of Toxic Substance Control as a hazardous waste transporter in accordance with the provision of Chapter 6.5, Division 20 of the Health and Safety Code and Title 2222 of the California Code of Regulations, Division 4.5.

Unless specifically exempted, hazardous waste transporters must comply with the California Highway Patrol regulations; the California State Fire Marshal regulations, and the United States Department Transportation regulations.

City Council 25 – 19 5/17/2022

CITY OF SANTA ANA
RFP No. 22-020 RANGE CLEANING SERVICES Page 25 of 38
If the contractor is not a certified hazardous waste transporter; a contract shall be entered into with a certified transporter to transport the waste. The contractor shall require the certified hazardous waste transporter to follow all applicable hazardous waste transportation regulations.

Please note that the regulatory guidance issued by Waste Evaluation Department of Toxic Substance Control on lead painted building debris dated 06/13/94 is not a variance but a regulatory guidance and will not be interpreted as a variance from RCRA, Federal guidelines or HUD guidelines.

XIII. FINAL INSPECTION AND TESTING
A. After thoroughly cleaning of the work space and satisfactory degree of cleanliness has been achieved, the contractor shall notify the City or agent that the work area is ready for a final visual inspection. The City or agent and the contractor shall then visually inspect the work area for the detection of any visible lead dust or contamination. If the visual inspection does not reveal any dust or other signs of contamination the area is considered to be ready for lead clearance wipe testing.

B. The City (i.e., their CIH/CDPH Lead Consultant) may perform random lead dust wipe surface sampling on the horizontal surface areas in accordance with the clearance requirements specified in the current HUD Regulations, which at the time of writing this RFP is ≤ 200 ug/ft2.

City Council 25 – 20 5/17/2022
Ballistics Water Tank
• HCI Environmental to provide lead certified workers, supplies and equipment. • Santa Ana Police Department personnel will lockout/tag out HVAC firing range units before work commences.
• Pump approximately (275) gallons of RCRA lead liquid from Ballistic Firing Test Tank located in the warehouse.
• Wet wipe/mop concrete tank pad using our proprietary de-lead solution. • Containerize all debris/water for proper disposal as hazardous waste RCRA(D008).
• Manifest, label, profile, transport and dispose of all lead contaminated water/debris in U.N. approved containers to a State and Federally regulated disposal facility.
• We estimate the scope of work to be completed in 1 working day with 2 techs. • Any areas of unseal porous concrete flooring could require a concrete sealer to bring lead contamination down to acceptable levels.
• Any required concrete floor sealer applied by HCI techs is not part of the bid and will require a change order.
• Replace media filter for the filtration system of the tank, to be provided by the Santa Ana Police Department.
• Labor for this project will be based on prevailing wages. • All lead remediation will be handled according to local, state and federal regulation.
• Hazardous Waste transportation and disposal to include the following:
1-275 gallon tote and 55 gallon drum of Hazardous Waste Water/debris City Council 25 – 21 5/17/2022
Lead Dust Clean Up
• HCI Environmental to provide lead certified workers, and equipment to provide quarterly cleaning of ranges.
• Santa Ana Police Department personnel will lockout/tag out HVAC firing range units before work commences.
• Post lead warning signage and set up containment area with 6 mil poly plastic and seal all critical barriers.
• HEPA vacuum and apply wet cleaning agents to remove lead dust & bulk debris from the following areas:
o Upper range backstop & catch basin
o Lower range backstop & catch basin
o Upper range lanes
o Lower range lanes
o Upper range shooting stations
o Lower range shooting stations
o Range patrol vehicle training prop-located in range
o Range master office
o Corridor
o HVAC units
o Duct work ventilation system within the gun range and work area o Upper level restroom
o Lower level restroom
• Manifest, label, profile, transport, dispose and containerize lead contaminated water and debris in UN approved containers for transportation/disposal. • We estimate the scope of work to be completed in 1 working day with 2 techs. • Labor for this project will be based on prevailing wages. • All lead remediation will be handled according to local, state and federal regulation
• Hazardous Waste transportation and disposal to include the following:
4-55g open top drums of lead contaminated debris/water.

City Council 25 – 22 5/17/2022
Reclining Rubber Bullet Trap Maintenance
Lead Mining
• HCI Environmental to provide lead certified workers, and equipment to provide Annual leadmining of the firing ranges.
o Year 1-Upper range only
o Year 2-Upper and lower ranges
o Year 3-Upper range only
• Santa Ana Police Department, personnel will lockout/tag out HVAC firing range units before work commences.
• Post lead warning signage and set up containment area with 2 layers of 6 mil poly plastic and seal all critical barriers.
• HCI Environmental shall complete the separation of the rubber material from the lead material and re-packing the bullet trap/hopper with recycled rubber material. • HCI Environmental shall extract lead from the rubber material using removal techniques that shall ensure decontamination procedures are in compliance with CAL OSHA and EPA Hazardous Waste control law
• HCI Environmental to shovel and rake rubber media to re-create factory specification slope angle for the bullet trap.
• HCI Environmental will use extra bags of rubber material to unsure proper angle. • HCI Environmental to apply a surface coat of fire retardant powder over rubber media.
• HCI Environmental shall clean lead contaminated equipment on the indoor firearm range.
• HCI Environmental shall remove bullet material from premises. • Manifest, label, profile, transport and dispose and containerize lead contaminted waste in UN approved containers for transportation/disposal. • We estimate the scope of work to be completed in 5 working day with 4 techs for each range.
• Labor for this project will be based on prevailing wages. • All lead remediation will be handled according to local, state and federal regulation
• Hazardous Waste transportation and disposal to include the following:
4 Tri wall boxes lead contaminated debris
2-55g- open top metal drums for lead contaminated debris City Council 25 – 23 5/17/2022
Ventilation System Filter Change & Disposal
• HCI Environmental to provide lead certified workers, and equipment. • Santa Ana Police Department, personnel will lockout/tag out HVAC firing range units before work commences.
• Post lead warning signage and set up containment area with 6 mil poly plastic and seal all critical barriers.
• Remove lead contaminated filters in firing range ventilation system units and seal in 6 mil poly bags.
• Manifest, label, profile, transport and dispose and containerize 6 mil poly bags in UN approved Tri Wall boxes for transportation/disposal. • Install new Pre and Post filters provided by the Santa Ana Police Department in firng rage ventilation system units as required.
• We estimate the scope of work to be completed in 1 working day with 2 techs. • Labor for this project will be based on prevailing wages. • All lead remediation will be handled according to local, state and federal regulation
• Hazardous Waste transportation and disposal to include the following:
4-Super Sacks of hazardous waste-filters, debris, ppe and 2-Super sacks of non hazardous- NO LEAD fresh air filters.

City Council 25 – 24 5/17/2022

EXHIBIT B
Rates - Compensation
City Council 25 – 25 5/17/2022

ENVIRONMENTAL
C)
& ENGINEERING
I

HAZMATTEAM
www.hcienv.com
www.hcidecon.com
Cost Proposal
2022-2023
Ballistic Firing Test Tank...................................................................................... $4,998.15 per service Lead Dust Clean Up (Quarterly) …………………………………………………….. $2,900.00 per service Reclining Rubber Bullet Trap Maintenance (lead mining)………………………… $35,335.50 per service/per range Ventilation System Filter Change & Disposal....................................................... $5,125.50 per service Total per service/range: $48,359.15
2023-2024
Ballistic Firing Test Tank...................................................................................... $5,150.00 per service Lead Dust Clean Up (Quarterly) …………………………………………………….. $2,990.00 per service Reclining Rubber Bullet Trap Maintenance (lead mining)………………………… $36,395.55 per service/per range Ventilation System Filter Change & Disposal....................................................... $5,290.25 per service Total per service/range: $49,825.80
2024-2025
Ballistic Firing Test Tank...................................................................................... $5,305.50 per service Lead Dust Clean Up (Quarterly) …………………………………………………….. $3,080.70 per service Reclining Rubber Bullet Trap Maintenance (lead mining)………………………… $36,460.40 per service/per range Ventilation System Filter Change & Disposal....................................................... $5,450.00 per service Total per service/range: $50,296.60
@ 12155 Magnolia Ave., Ste. 4-C, Riverside, Ca 92503 © 800.988.4424 CA-788216 Exhibit B
City Council 25 – 26 5/17/2022
Public Works Agency
www.santa-ana.org/pw
Item # 26
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
May 17, 2022
TOPIC: City Facilities Security Enhancement and Maintenance

AGENDA TITLE
Approve Agreement Amendment with Siemens, Inc. for Citywide Security System Maintenance and Enhancements by Increasing the Agreement Amount $1,200,000 for the Remaining Term of the Agreement

RECOMMENDED ACTION

1. Authorize the City Manager to execute a first amendment to the agreement with Siemens, Inc. for additional system enhancement and annual maintenance costs by increasing the agreement amount by $1,200,000, including a $100,000 contingency, for a total agreement amount not to exceed $3,382,870 for the remaining term of the agreement expiring October 31, 2023, subject to non-substantive changes approved by the City Manager and City Attorney.

2. Approve the Project Cost Analysis for a total estimated delivery cost of $2,380,000, which includes $1,200,000 for the first amendment, $180,000 for contract administration, inspection and testing, and a $1,000,000 project contingency for additional sites.

DISCUSSION
In October 2020, the City of Santa entered into a service agreement with Siemens, Inc. for citywide security system maintenance and system enhancements at various City sites, which includes Siemens’ current projects involving the installation of a video surveillance system at the City Yard and enhancing the systems at City Hall, the Santa Ana Regional Transportation Center, and the Main Library.

To minimize vandalism, and for the safety of staff and community members, the Santa Ana Police Department, Public Works Agency, and Risk Management Division plan to add video surveillance at additional sites. As such, staff seeks to increase the system maintenance and the system enhancement project line item amounts listed in the agreement in an amount not to exceed $1,200,000. If approved, the total agreement amount will increase to $3,382,870.

City Council 26 – 1 5/17/2022
Amend Agreement with Siemens, Inc.

May 17, 2022

Page 2 ends

The intent of this action is only to establish spending authority within the agreement. Staff will utilize the Notice to Proceed process to commence work when funding becomes available.

ENVIRONMENTAL IMPACT
There is no environmental impact associated with the action.

FISCAL IMPACT
There is no fiscal impact at this time. Prior to utilizing any of these services, Public Works Agency staff must receive Finance and Management Services Agency approval of funding and accounts to be used to ensure funds are available under the authorization and contract limit of $3,382,870 for system enhancements and maintenance. Upon successful completion of the fiscal review, a corresponding Notice to Proceed containing the specific scope and maximum expenditure for the task order will be issued.

EXHIBIT(S)

1. First Amendment to the Agreement with Siemens

2. Cost Analysis
Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency, David Valentin, Chief of Police, and Jason Motsick, Executive Director – Human Resources Approved By: Kristine Ridge, City Manager
City Council 26 – 2 5/17/2022

FIRST AMENDMENT TO MASTER SERVICES AGREEMENT

FOR ON-GOING CITYWIDE VIDEO SURVEILLANCE TO PROVIDE

MAINTENANCE AND REPAIR SERVICES
THIS FIRST AMENDMENT to the above-referenced agreement is entered into on May 17, 2022, by and between Siemens Industry, Inc. (“Consultant”) and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (“City”).

RECITALS
A. On October 20, 2020, the City and Consultant entered into a Master Services Agreement (A-2020-202) (“MSA”) for Consultant to provide maintenance and repair services for the City’s Public Safety Video Surveillance System, and potential installation services, on an as-needed basis. The selected vendor would be responsible for working closely with the Department’s Project Team and other City Stakeholders, in order to maintain the system’s efficiency and operational currency within the industry. The MSA runs through October 31, 2023, and is current and in-effect.

B. The City, upon review by the Santa Ana Police Department, the Public Works Agency, and its Risk Management Division, determined that, in its efforts to minimize vandalism, and for the safety of staff and community members, further video surveillance enhancements and the addition of new video surveillance systems, where needed, meet these goals.

C. In accordance with the terms and conditions of the MSA, the Parties desire to amend the MSA to increase the scope of services, increase the compensation for services provided due to the increase scope, and amend the insurance requirement of the MSA consistent with the increased scope and terms of the MSA.

The Parties therefore agree:

1. Section 1, Scope of Services, is amended to include Exhibit A-1 to the First Amendment detailing the additional services attached here to.

2. Section 2, Compensation, is hereby amended to increase the compensation for the services detailed in Exhibit A-1 to the First Amendment $1,200,000. This increase includes a contingency amount of $100,000 for additional services required at the sole direction of the City. The total amount to be expended during the term of the MSA shall not exceed $3,382,870.

3. Section 10, Insurance, is hereby deleted in its entirety and replaced with the following:

Coverage shall be at least as broad as:

1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than EXHIBIT 1
City Council 26 – 3 5/17/2022
$1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non-owned), with limit no less than $1,000,000 per accident for bodily injury and property damage. (Note:

Automobile liability is not required if an automobile is not required to perform services)

3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. (Not required if consultant provides written verification it has no employees)
If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:

Additional Insured Status
The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connectionwith such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used).

Primary Coverage
For any claims related to this contract, the Consultant’s insurance coverage shall be primary insurance primary coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insuranceand shall not contribute with it.

Notice of Cancellation
Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City.

City Council 26 – 4 5/17/2022
Waiver of Subrogation
Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiverof subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.

The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.

Claims Made Policies
If any of the required policies provide coverage on a claims-made basis:

1. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.

2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.

3. If coverage is canceled or non-renewed, and notreplaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work.

Verification of Coverage
Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage requiredby this clause) and a copy of the Declarations and Endorsement Page of the CGLpolicy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them.The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

City Council 26 – 5 5/17/2022
Subcontractors
Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors.

4. Except as modified by this First Amendment, all other terms and conditions of the MSA shall remain in full force and effect.

IN WITNESS WHEREOF, the parties hereto have executed this First Amendment to the MSA on the date and year first written above.

ATTEST CITY OF SANTA ANA
_______________________________ ______________________________

DAISY GOMEZ KRISTINE RIDGE
Clerk of the Council City Manager

APPROVED AS TO FORM CONSULTANT
SONIA R. CARVALHO,
City Attorney
By:___________________________ _______________________________ TAMARA BOGOSIAN Name:

Senior Assistant City Attorney Title:

RECOMMENDED FOR APPROVAL
_______________________________

NABIL SABA
Executive Director
Public Works Agency
Electronically
signed by:

Cynthia Eng
Date: Apr 5,
2022 14:29 PDT
Cynthia Eng
General Manager
City Council 26 – 6 5/17/2022

Page 1 of 8 ends

Siemens Smart Infrastructure
6141 Katella Ave, Cypress, CA 90630
Attention:

Gabriela Lomeli, City of Santa Ana
[email protected]
BUDGETARY PROPOSAL:

City of Santa Ana Upcoming VMS Projects
Prepared By:

Diego Velez
Phone: 657-465-8464
[email protected]
Date: 03/01/2022
Project Summary
(Detailed Scope on following pages) Project Investment:
$1,097,397.00
Exhibit A-1 to the
First Amendment
City Council 26 – 7 5/17/2022

Page 2 of 8 ends

EXECUTIVE SUMMARY:

CoSA seeks upgrades to the existing security infrastructure at multiple locations across the City.

Security Upgrades predominantly include additional HDTV video security cameras, communication devices, infrastructure, power supplies, wireless radios, mounting hardware and electrical conduit and software. Siemens supports the City with maintenance and repair of these systems and it is assumed all described work shall connect to the CoSA city-wide surveillance and security platform.

This SOW shall include the following individual system additions that are delineated for budgeting purposes:

SITES

1. Civic Center and Ross Annex Camera Adds - $245,500.00

2. PAAL- Police Athletic and Activity League- $58,500.00

3. SARTC Camera Adds- $132,250.00

4. Southwest Senior Center- $169,950.00

5. Santa Ana Senior Center- $90,500.00
City Council 26 – 8 5/17/2022

Page 3 of 8 ends

SCOPE OF WORK: Civic Center and Ross Annex Camera Adds
Siemens Scope of work is to furnish and install cameras throughout the Civic Center and Ross Annex. The added cameras at the Civic Center will be focused on capturing elevator lobbies and emergency exits on each floor. In addition, cameras will be added in designated areas throughout Ross Annex.

Detailed Scope of Work:

1. Siemens to provide and program one (1) Milestone NVR to support (36) new IP cameras. NVR will have the have the capability of recording (36) cameras at 15 frames per second at 50% motion for 365 days.

2. Siemens to provide and install (36) new IP cameras.

3. Siemens to cable all cameras back to the Siemens provided POE Switch.

4. Siemens to provide (36) Milestone camera licenses.

5. Siemens shall provide basic programming and commissioning of (36) cameras into the Milestone System.

6. Siemens shall provide a project manager, and field specialist for installation and commissioning of described systems.

Material List:

Milestone Video Management System
• (36)– VMS Device Licenses
• (1) Server- Recording at 15 FPS for 365 Days
• (36) Camera
• (2) POE Switches
Estimated Total $245,500.00
City Council 26 – 9 5/17/2022

Page 4 of 8 ends

SCOPE OF WORK: Police Athletic and Activity League (PAAL) Siemens Scope of work is to furnish and install cameras for the PAAL Facility. Siemens to provide Video Surveillance software, hardware, and licenses for the extension of Santa Ana Milestone System.

Detailed Scope of Work:

1. Siemens to provide and program one (1) Milestone NVR to support (7) new IP cameras. NVR will have the have the capability of recording (7) cameras at 15 frames per second at 50% motion for 365 days.

2. Siemens to provide and install (7) new IP cameras.

3. Siemens to cable all cameras back to the Siemens provided POE Switch.

4. Siemens to provide (7) Milestone camera licenses.

5. Siemens shall provide basic programming and commissioning of (7) cameras into the Milestone System.

6. Siemens shall provide a project manager, and field specialist for installation and commissioning of described systems.

Material List:

Milestone Video Management System
• (7)– VMS Device Licenses
• (1) Server- Recording at 15 FPS for 365 Days
• (7) Camera
• (1) POE Switches
Estimated Total $58,5000.00
City Council 26 – 10 5/17/2022

Page 5 of 8 ends

SCOPE OF WORK: Santa Ana Regional Transit Center Adds (SARTC) Siemens Scope of work is to add additional cameras at SARTC to provide coverage in the designated areas throughout the parking garage, parking areas and other critical areas.

Siemens to provide Video Surveillance software, hardware, and licenses for the extension of Santa Ana Milestone System.

Detailed Scope of Work:

1. Siemens to provide and program one (1) Milestone NVR to support (16) new IP cameras. NVR will have the have the capability of recording (16) cameras at 15 frames per second at 50% motion for 365 days.

2. Siemens to provide and install (16) new IP cameras.

3. Siemens to cable all cameras back to the Siemens provided POE Switch.

4. Siemens to provide (16) Milestone camera licenses.

5. Siemens shall provide basic programming and commissioning of (16) cameras into the Milestone System.

6. Siemens shall provide a project manager, and field specialist for installation and commissioning of described systems.

Material List:

Milestone Video Management System
• (16)– VMS Device Licenses
• (1) Server- Recording at 15 FPS for 365 Days
• (16) Camera
• (2) POE Switches
Estimated Total $132,250.00
City Council 26 – 11 5/17/2022

Page 6 of 8 ends

SCOPE OF WORK: Southwest Senior Center
Siemens Scope of work is to furnish and install cameras at the Southwest Senior Center.

Siemens to provide Video Surveillance software, hardware, and licenses for the extension of Santa Ana Milestone System. Below is a detailed scope of work:

Detailed Scope of Work:

1. Siemens to provide and program one (1) Milestone NVR to support (20) new IP cameras. NVR will have the have the capability of recording (20) cameras at 15 frames per second at 50% motion for 365 days.

2. Siemens to provide and install (20) new IP cameras.

3. Siemens to cable all cameras back to the Siemens provided POE Switch.

4. Siemens to provide (20) Milestone camera licenses.

5. Siemens shall provide basic programming and commissioning of (20) cameras into the Milestone System.

6. Siemens shall provide a project manager, and field specialist for installation and commissioning of described systems.

Material List:

Milestone Video Management System
• (20)– VMS Device Licenses
• (1) Server- Recording at 15 FPS for 365 Days
• (20) Camera
• (1) POE Switches
Estimated Total $169,950.00
City Council 26 – 12 5/17/2022

Page 7 of 8 ends

SCOPE OF WORK: Santa Ana Senior Center
Siemens Scope of work is to furnish and install cameras at the Santa Ana Senior Center.

Siemens to provide Video Surveillance software, hardware, and licenses for the extension of Santa Ana Milestone System. Below is a detailed scope of work:

Detailed Scope of Work:

1. Siemens to provide and program one (1) Milestone NVR to support (10) new IP cameras. NVR will have the have the capability of recording (10) cameras at 15 frames per second at 50% motion for 365 days.

2. Siemens to provide and install (10) new IP cameras.

3. Siemens to cable all cameras back to the Siemens provided POE Switch.

4. Siemens to provide (10) Milestone camera licenses.

5. Siemens shall provide basic programming and commissioning of (10) cameras into the Milestone System.

6. Siemens shall provide a project manager, and field specialist for installation and commissioning of described systems.

Material List:

Milestone Video Management System
• (10)– VMS Device Licenses
• (1) Server- Recording at 15 FPS for 365 Days
• (10) Camera
• (1) POE Switches
Estimated Total $90,500.00

ASSUMPTIONS AND EXCLUSIONS FOR ALL PROJECTS ABOVE

1. Siemens assumes existing workstations shall be used for viewing of cameras.

2. UPS and Network rack to be excluded from this scope of work.

3. Siemens excludes engineering drawings from this scope of work.

4. 120 VAC connections and supply to be provided by others as required.

5. Work is assumed to be preformed during normal business hours Monday- Friday (7AM5PM)

6. Pricing includes standard ground shipping.

7. Pricing includes one (1) year warranty on materials and labor.

8. Performance or Payment bonds are excluded.

9. Construction permits to be excluded.

10. Costs associated with schedule acceleration, project meetings, multiple trips onsite due to incompletion of others, or multiple unplanned phases are excluded.

11. Patching and Painting is excluded from Siemens scope.

City Council 26 – 13 5/17/2022

Page 8 of 8 ends

SERVICE AGREEMENT SCOPE OF WORK:

Siemens shall provide the City of Santa Ana with preventative maintenance, repair and replace services at the following locations of recently installed devices. This will be an addition to the current master service agreement between Siemens and City of Santa Ana.

1. Central Library- (3) camera installation

2. Newhope Library- (8) camera installation

3. City Yard- (25) camera installation

4. SARTC- (39) camera installation

5. City Hall- (12) camera installation
Services agreement shall provide Software Maintenance Agreements for the following applications:
• Milestone Software Support Agreement
Services agreement shall provide the following services:
• Preventative Maintenance
• Repair and Replace Services
Siemens remote monitoring capabilities to be evaluated by PD and City Staff for designated locations where Video Surveillance is currently existing. Siemens estimated cost to remote monitor two sites of approximately 15 cameras each is belowRemote Monitoring Estimate $50,000.00 Yearly

ASSUMPTIONS AND EXCLUSIONS FOR ALL SERVICE AGREEMENTS ABOVE

1. Siemens pricing assumes execution of preventative maintenance and cleaning services to be performed during normal business hours.

2. Siemens excludes all equipment not explicitly stated in this scope of work.

3. Service agreement does not cover items damaged due to vandalism.

4. Siemens excludes all foliage control, as may be required for radio communication.

5. Siemens excludes all traffic control, as may be required for traffic and street light cameras.

6. All permits and submittals to city, or local AHJ, are by others and excluded from this scope of work.

7. Siemens requires signed agreement or acceptable client Purchase Order, prior to all work commencement, including parts acquisition or project mobilization.

8. Pricing and SOW is based on current system configuration and architecture. Additions to system shall be addressed annually upon program anniversary.

City Council 26 – 14 5/17/2022
EXHIBIT 2
First Amendment $ 1,200,000.00
Contract Administration, Inspection and Testing $ 180,000.00 Contingencies $ 1,000,000.00
TOTAL COSTS $ 1,019,000.00
SIEMENS, INC. : CITY-WIDE SECURITY SYSTEM ENHANCEMENTS AND

MAINTENANCE

COST ANALYSIS
City Council 26 – 15 5/17/2022
Parks, Recreation, and Community Services
www.santa-ana.org/parks
Item # 27
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
May 17, 2022
TOPIC: Agreement with Superior Property Services for Hardscape Pavement Cleaning AGENDA TITLE:

Approve an Agreement with Superior Property Services, Inc. to Provide Hardscape Pavement Cleaning and Infectious Waste Removal Services for an Annual Amount not to exceed $316,642 (Non-General Fund)

RECOMMENDED ACTION
Authorize the City Manager to execute an agreement with Superior Property Services, Inc. to provide hardscape pavement cleaning and infectious waste removal services for an annual amount not to exceed $316,642, which includes a 20-percent contingency, for a term from July 1, 2022 through June 30, 2026, subject to non-substantive changes approved by the City Manager and City Attorney.

DISCUSSION
The Parks, Recreation and Community Services Agency (PRCSA)’s Park Services Division maintains the Santa Ana Civic Center as part of the Civic Center Joint Powers Authority with the County of Orange. On January 24, 2022, PRCSA issued a Request for Proposals (RFP) for hardscape pavement cleaning and infectious waste removal services. The RFP was posted on PlanetBids, where 30 vendors were notified, 26 vendors downloaded the RFP, and one vendor submitted a proposal.

The proposal submitted is from the existing vendor that currently provides services in the Civic Center. An evaluation committee reviewed the proposal. Due to the experience of the vendor in working in the area, as well as the professional working relationship with the City, the evaluation committee made a recommendation to continue with Superior Property Services, Inc. for a four-year agreement.

Proposed in Fiscal Year 2022-23 is for Park Maintenance Services to transfer from PRCSA to the Public Works Agency (PWA), where they will continue to manage the use of these services as well as the overall maintenance of the parks.

ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.

City Council 27 – 1 5/17/2022
Agreement with Superior Property Services for Hardscape Pavement Cleaning May 17, 2022

Page 2 ends

FISCAL IMPACT
Transfer of Park Maintenance Services from PRCSA to PWA is pending approval of the FY 2022-2023 City Budget. As such, the current accounting unit number is identified below. Funds will be budgeted and made available in the corresponding PWA accounting unit number when identified and approved:

Fiscal
Year
Accounting
Unit-Account #
Fund
Description
Accounting Unit,
Account Description
Amount
FY 22-23 07413250-
62320
Civic Center
Authority
Civic Center-Regular
Maintenance-Maintenance
& Repair Buildings &
Grounds
$316,642
FY 23-24 07413250-
62320
Civic Center
Authority
Civic Center-Regular
Maintenance-Maintenance
& Repair Buildings &
Grounds
$316,642
FY 24-25 07413250-
62320
Civic Center
Authority
Civic Center-Regular
Maintenance-Maintenance
& Repair Buildings &
Grounds
$316,642
FY 25-26 07413250-
62320
Civic Center
Authority
Civic Center-Regular
Maintenance-Maintenance
& Repair Buildings &
Grounds
$316,642

EXHIBIT(S)

1. Agreement
Submitted By: Lisa Rudloff, Executive Dir. of Parks, Recreation and Community Services
Approved By: Kristine Ridge, City Manager
City Council 27 – 2 5/17/2022
 
City Council 27 – 35/17/2022 
 
City Council 27 – 45/17/2022 
 
City Council 27 – 55/17/2022 
 
City Council 27 – 65/17/2022 
 
City Council 27 – 75/17/2022 
 
City Council 27 – 85/17/2022 
 
City Council 27 – 95/17/2022 
 
City Council 27 – 105/17/2022 
 
City Council 27 – 115/17/2022 
 
City Council 27 – 125/17/2022 
 
City Council 27 – 135/17/2022 
 
City Council 27 – 145/17/2022 
 
City Council 27 – 155/17/2022 
 
City Council 27 – 165/17/2022 
 
City Council 27 – 175/17/2022 
 
City Council 27 – 185/17/2022 
 
City Council 27 – 195/17/2022 
 
City Council 27 – 205/17/2022 
 
City Council 27 – 215/17/2022 
 
City Council 27 – 225/17/2022 
 
City Council 27 – 235/17/2022 
 
City Council 27 – 245/17/2022 
 
City Council 27 – 255/17/2022 
 
City Council 27 – 265/17/2022 
 
City Council 27 – 275/17/2022 
 
City Council 27 – 285/17/2022 
 
City Council 27 – 295/17/2022 
 
City Council 27 – 305/17/2022 
Public Works Agency
www.santa-ana.org/pw
Item # 28
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
May 17, 2022
TOPIC: On-Call Right-of-Way Specialty Services

AGENDA TITLE
Approve Agreements with Desmond, Marcello & Amster, LLC, Donna Desmond Associates, Paragon Partners, Monument, and Hodges Lacey & Associates, LLC for Various On-Call Right-of-Way Specialty Services in an Amount Not to Exceed $148,000 for a Three-Year Term (Non-General Fund)

RECOMMENDED ACTION
Authorize the City Manager to execute agreements with Desmond, Marcello & Amster, LLC, Donna Desmond Associates, Paragon Partners, Monument, and Hodges Lacey & Associates, LLC to provide right-of-way business goodwill appraisal services, property management, and furniture, fixtures, and equipment appraisal services in a shared aggregate amount not to exceed $148,000 for each specialty area, for a three-year term beginning May 17, 2022 and expiring May 16, 2025, with an option for two, one-year extensions, subject non-substantive changes approved by the City Manager and City Attorney.

DISCUSSION
On November 4, 2021, the Public Works Agency released Request for Proposals (RFP) No. 21-131, by which it sought the services of qualified firms to provide right-of-way (ROW) specialty services including Business Goodwill Appraisal Services; Furniture, Fixtures, and Equipment Appraisal (FF&E); and Property Management on an as-needed or “on-call” basis for the Public Works Agency.

The RFP was advertised on the City’s online procurement management and publication system, with proposals due on November 30, 2021. Six proposals were received and evaluated by a selection committee. Based on criteria outlined in the RFP, the following summarizes the responding firms and their ranking:

City Council 28 – 1 5/17/2022
On-Call Right-of-Way Specialty Services
May 17, 2022

Page 2 ends

Firm City Specialty Areas
Desmond, Marcello & Amster, LLC El Segundo Business Goodwill Donna Desmond Associates Los Angeles Business Goodwill
Paragon Partners Cypress Property Management
Monument Irvine Property Management
Desmond, Marcello & Amster, LLC El Segundo FF&E
Hodges Lacey & Associates, LLC Thousand Oaks FF&E
Approval of the recommended action will authorize two not-to-exceed aggregate agreements for each ROW specialty areas: Desmond, Marcello & Amster, LLC and Donna Desmond Associates have been selected to provide business goodwill appraisal services; Paragon Partners and Monument will provide property management services; and lastly Desmond, Marcello & Amster and Hodges Lacey & Associates, LLC will provide FF&E Appraisal Services. Their proposals demonstrated the firms have the necessary capacity and expertise to complete the required services on an as-need basis. The firms’ rates are reasonable and within industry standard, the teams’ qualifications are appropriate, and the proposals were determined to provide the best value for the City.

ENVIRONMENTAL IMPACT
There is no environmental impact associated with the action.

FISCAL IMPACT
The following table summarizes the projects with funds budgeted and available for expenditure on the right-of-way acquisition and relocation services to be provided by the agreements in Fiscal Year 2021-2022:

Fiscal
Year
Accounting Unit -
Account No.
(Project No.)
Fund
Description
Accounting Unit -
Account No.

Description
Amount
2021-22 03217663-66220
(18-6901)
Measure M
Street
Construction
Measure M2
Competitive Street,
Improvements Other
Than Building
$37,500
2021-22 05917668-66220
(18-6901)
Select Street
Construction
Warner Ave-Tustin
Community Facilities
District, Improvements
Other Than Building
$12,500
2021-22 03517660-66220
(17-6883)
New
Transportation
System
ImprovementArea F
New Transportation
System ImprovementArea F, Improvements
Other Than Building
$20,000
City Council 28 – 2 5/17/2022
On-Call Right-of-Way Specialty Services
May 17, 2022

Page 3 ends

Fiscal
Year
Accounting Unit -
Account No.
(Project No.)
Fund
Description
Accounting Unit -
Account No.

Description
Amount
2021-22 05917661-66220
(11-6741)
Measure M
Street
Construction
Measure M2
Competitive Street,
Improvements Other
Than Building
$60,000
Total $130,000
Any unused agreement amounts may be utilized by projects not listed above by following the established on-call services process during FY 2021-22 and for the remaining agreement term. CIP Engineering may also utilize operating funds in the Contracts Services – Professional Accounting Unit (08617613-62300) under these agreement. Prior to utilizing the on-call services for any future task orders without accounts identified above, City staff must receive Finance and Management Services Agency approval of project activities to be used to ensure funds are available and under the shared $148,000 aggregate total for each contract. Upon successful completion of the fiscal review, a corresponding Notice to Proceed containing the specific scope and maximum expenditure for the task order will be issued.

EXHIBIT(S)

1. Agreement with Desmond, Marcello & Amster, LLC for On-Call Right-of-Way Services–Business Goodwill Appraisal Services

2. Agreement with Donna Desmond Associates for On-Call Right-of-Way Services—Business Goodwill Appraisal Services

3. Agreement with Paragon Partners for On-Call Right-of-Way Services—Property Management

4. Agreement with Monument for On-Call Right-of-Way Services—Property Management

5. Agreement with Desmond, Marcello & Amster, LLC for On-Call Right-of-Way Services –Furniture, Fixtures, and Equipment Appraisal Services

6. Agreement with Hodges Lacey & Associates, LLC for On-Call Right-of-Way Services –Furniture, Fixtures, and Equipment Appraisal Services Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency Approved By: Kristine Ridge, City Manager
City Council 28 – 3 5/17/2022
AGREEMENT TO PROVIDE ON-CALL RIGHT OF WAY SERVICES: BUSINESS

GOODWILL APPRAISAL SERVICES FOR THE CITY OF SANTA ANA
THIS AGREEMENT is made and entered into on this 17th day of May, 2022 by and between Desmond, Marcello, & Amster, LLC. (“Consultant”), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (“City”).

RECITALS
A. On December 6, 2021, the City issued Request for Proposal (RFP) No. 21-131, by which it sought a qualified consultant having special skill and knowledge in the field of business goodwill appraisal services on an as needed basis.

B. Consultant submitted a responsive proposal that was among those selected by the City. Consultant represents that Consultant is able and willing to provide the services described in the scope of work that was included in RFP 21-131.

NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:

1. SCOPE OF SERVICES
On an on-call basis, and at the City’s sole discretion, Consultant shall perform the services described in the scope of work that was included in RFP No. 21-131, which is attached as Exhibit A, and as more specifically delineated in Consultant’s proposal, which is attached as Exhibit B and incorporated in full.

2. COMPENSATION
a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit C. Consultant is one of the highest ranking firms to provide business goodwill appraisal services on an on-call basis under RFP 21-131. The total compensation for these services provided by all such consultants selected under RFP 21-131 shall not exceed the shared aggregate amount of One Hundred Forty-Eight Thousand Dollars and Zero Cents ($148,000) during the term of the Agreement, including any extension periods.
b. Payment by City shall be made within 45 days (forty-five) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City.

City Council 28 – 4 5/17/2022

3. TERM
This Agreement shall commence on the date first written above and terminate on May 16, 2025, unless terminated earlier in accordance with Section 16, below. The term of this Agreement may be extended for up to two (2) one-year periods upon a writing executed by the City Manager and City Attorney.

Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.

6. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.

City Council 28 – 5 5/17/2022

7. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below:
a. Minimum Scope and Limit of Insurance

1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregatelimit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1), or if Consultant has no owned autos, hired, (Code 8) and nonowned autos (Code 9), with a limit no less than $1,000,000 per accident for bodily injury and property damage.

4. Professional Liability (Errors and Omissions): insurance appropriate to the Consultant’s profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate.

City Council 28 – 6 5/17/2022

2. Primary Coverage: For any claims related to this contract, the Consultant’s insurance coverage shall be primary coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.

3. Notice of Cancellation: Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the City.

Consultant agrees to obtain any endorsement that may be necessary to affect this waiverof subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.

6. Acceptability of Insurers: Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’srating of no less than A:VII, unless otherwise acceptable to the City.

7. Claims Made Policies (applicable only to professional liability):
i. The Retroactive Date must be shown, and must be before the date of the contract or the beginning of contract work.
ii. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
iii. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of work.

City Council 28 – 7 5/17/2022

However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them.

TheCityreservesthe right to require complete, certified copies of allrequired insurance policies,including endorsements required by these specifications, at any time.

10. Special Risks or Circumstances: City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

9. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees City Council 28 – 8 5/17/2022
against any and all liability, including costs, for infringement of any United States’ letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement.

Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours.

Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement.

13. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is City Council 28 – 9 5/17/2022
an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.

This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein.

16. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination.

In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.

City Council 28 – 10 5/17/2022

18. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement.

20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney’s fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.

21. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons:

To City:

Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:

Nabil Saba
Executive Director, Public Works Agency
City Council 28 – 11 5/17/2022
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, California 92702
Fax: 714-647-5635
To Consultant:

Madeleina Mamaux, ASA, CFA
Desmond, Marcello, & Amster, LLC
222 Pacific Coast Highway, 10th floor
El Segundo, CA 90245
A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded.

IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written.

ATTEST: CITY OF SANTA ANA
Daisy Gomez Kristine Ridge
Clerk of the Council City Manager
APPROVED AS TO FORM: DESMOND, MARCELLO & AMSTER, LLC:

SONIA R. CARVALHO
City Attorney
By:

Brandon Salvatierra Madeleina Mamaux, ASA, CFA
Deputy City Attorney Managing Partner
RECOMMENDED FOR APPROVAL:

Nabil Saba
Executive Director
Public Works Agency
City Council 28 – 12 5/17/2022

EXHIBIT A
City Council 28 – 13 5/17/2022
City of Santa Ana RFP 21-131
Page A1-1
Appendix
ATTACHMENT 1

SCOPE OF WORK

CITY OF SANTA ANA

REQUEST FOR PROPOSALS
FOR
ON-CALL RIGHT-OF-WAY SERVICES:

GOODWILL, FF&E, & PROPERTY MANAGEMENT
RFP NO. 21-131

INTRODUCTION/PROJECT BACKGROUND
The City of Santa Ana is issuing this Request for Proposals (RFP) to seek qualified firms to provide On-Call Right-of-Way Services: Goodwill, FF&E, & Property Management on an asneeded or “on-call” basis.

It is the City’s goal to select one or more firms to enter into an agreement(s) with to provide as needed property management services for capital improvement projects (CIP). The capital improvement projects needing the right-of-way services include, but are not limited, to Warner Avenue, Bristol Street, Fairview Street, and Grand Avenue Street Improvements.

The services being considered for contract are the following “Specialty Areas”:

Specialty Areas Maximum Contract
Aggregate Amount
I. Property Management Services $148,000
II. Business Goodwill Appraisal Services $148,000
III. Furniture, Fixtures and Equipment Appraisal
Services
$148,000
Consultants are encouraged to prepare proposals for the multiple specialty areas listed above, however; it is not required to propose on more than one Specialty Area. Each Specialty Area shall be submitted individually in response to the RFP. From the proposals received, it is the City’s goal to select one to two firms for each of the specialty services (I, II, and III). The City will enter into separate agreements (the “Agreement”) with each of these firms. Work will be assigned by Contract Task Orders. As tasks are identified, they will be distributed among these firms based upon their ability to perform the required work within the project schedule and budget constraints.

A detailed scope of work and corresponding fee will be outlined when a specific task is assigned to a consultant. The City reserves the right to distribute the work in any manner which will best serve the City’s interests.

Interested firms who provide more than one right of way service are welcome to submit proposals for all Specialty Areas. However, the firm providing the Specialty Service for the selected parcels will not be selected for a different Specialty Service for the same parcels.

City Council 28 – 14 5/17/2022
City of Santa Ana RFP 21-131
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MINIMUM QUALIFICATIONS
Consultants must demonstrate the minimum qualifications as established in the California Department of Transportation (Caltrans) Right of Way Manual, which can be accessed at:
http://www.dot.ca.gov/hq/row/rowman/manual/index.htm.

Consultants must demonstrate ability to have successfully negotiated and closed escrow on acquisition of parcels and minimized the eminent domain process on similar projects.

DESCRIPTION OF WORK
Consultants under contract with the City of Santa Ana will provide support to City of Santa Ana staff or their designee on an as-needed basis. The Consultants shall be thoroughly familiar with the Statement of Work prior to submitting a response to this Request for Proposal (RFP).  The Consultant shall perform work to produce a high quality, professional and complete work product.
 Consultant must have experience with State and federally funded projects. All work shall be performed in conformance with all applicable regulations, policies, procedures and standards.
 Work may include, but is not be limited to, the following:
o onsite review of the project area
o review of existing records
o conducting research and performing analysis
o information gathering
o negotiations
o developing strategies
o prepare memos and letters
o attend community meetings as needed
 The Consultant shall carry out the instructions received from the City and shall cooperate with the City and other agencies.
 The Consultant has total responsibility for the accuracy and completeness of the work produced. The work will be reviewed by the City for conformity with the requirements of the Agreement. Reviews by the City may NOT include a detailed review for the accuracy of items submitted. The responsibility for accuracy and completeness of such items remains solely that of the Consultant.
 The Consultant shall be responsible for coordination and supervision of all work performed by its sub-consultants. The Consultant shall review all work performed by its sub-consultants and the responsibility for accuracy and completeness of work performed remains solely that of Consultant. Sub-consultant markup is not allowed in this contract.  The Consultant shall have a Quality Control Plan in effect during the entire time work is being performed under the Agreement. The Quality Control Plan shall establish a process whereby work products are independently checked, corrected and back checked. All project related correspondences and documents shall be maintained and bound in City Council 28 – 15 5/17/2022
City of Santa Ana RFP 21-131
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appropriate project files. Additionally, all electronic files shall conform to the City’s file naming system.
 The Consultant shall diligently work on each assignment and complete each task in accordance with the schedule and accommodate the City’s needs.  The Consultant’s work will be subject to inspection and audit by City, County, State and Federal representatives
 Consultant’s Project Manager and critical staff must attend the monthly meetings with City Staff and other consultants requested by the City to review project progress, the schedule and any critical issues/items and the follow up action items necessary. All status reports must be submitted ahead of the meetings.
 Consultant must prepare a Weekly Status report and submit to the City. Format and specific items of each status report must be reviewed and approved by the City.  Consultant must maintain electronic files of all the project parcels and correspondence including all reports generated by other related consultants required to perform acquisition/relocation and property management services.  All electronic submittals of files must be through a shared folder. Consultant must upload and keep current the project parcel information and files in the shared folder established for the project.
 Consultant must prepare electronic files of the parcels according to the Caltrans Review Process for right-of-way Certification.
 Project files including copies of all correspondences, reports, documents, and electronic files shall be submitted to the City when requested and electronically updated as requested by the City.
 All work, including reports, analysis, data, and intellectual properties developed during the life of the Agreement shall become the properties of the City.  The Consultant will receive written notification of the award of the contract. Upon such notification, the Consultant will proceed with the services required by the Agreement.

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SPECIALITY AREA: I

PROPERTY MANAGEMENT SERVICES
Consultant will coordinate all of the property management tasks with City staff and the demolition contractor as deemed necessary. Consultant shall provide post acquisition property management services during the transition from occupancy to demolition. This includes the coordination of utility connections and disconnections, preparing and facilitating short-term rental agreements, rent collections, providing eviction services, property maintenance and security, preparing and issuing notices to vacate in accordance with state law, coordination of final asbestos and lead surveys, and monitoring the demolition of structures and removal of underground storage tanks or other environmental concerns. The property management consultant is required to inspect all City owned properties and to confirm tenancy of occupants.

Property Management duties shall include but not limited to:
 Review existing leases, licenses, franchises, easements, permits and other agreements for City properties.
 Negotiate and draft new agreements or make revisions to existing agreements for approval by the City.
 Collect rent and calculate tenant rental adjustments, increases and operating expenses for approval by City. Calculate the market rent for hold over tenants for owners that will not vacate the property within 3 days after closure of escrow and provide rental agreements to be executed for both parties and include in the escrow documents.  Coordinate with escrow companies for transfer of leases, security deposits and rents prior to close of escrow.
 Schedule, coordinate, and perform property maintenance tasks with qualified vendors.  Perform periodic site inspection visits for subject properties as required by the City to ensure site security from vandalism.
 Meet and inspect the City properties post-acquisition to ensure conformance with appropriate regulations.
 Prepare and submit weekly status reports for all properties being managed. Report shall include at a minimum, property address, owner’s name, tenant’s name and contract rent amount, notices, vacancy date and demolition.
 Maintain and update tenant databases.
 Coordinate with City’s acquisition/relocation consultant for post-acquisition Property Management of City properties.
 Act as Property Management Liaison between the tenants and City.  Coordinate with all utility companies for transfer and disconnection including but not limited to City Water Department, SCE, Gas Company, Waste Management and cable and telephone utilities.
 Coordinate the removal of meters with utility companies in a timely manner to ensure scheduled demolition of structures.
 Provide security services as needed. Security service may be required to deter the City Council 28 – 17 5/17/2022
City of Santa Ana RFP 21-131
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vandalism of vacant properties. Hours may vary depending on the need for day or night time security.
 Provide comprehensive maintenance services including the yard and site maintenance.  Coordinate vacancy of the properties with acquisition/relocation consultant.  Coordinate fencing and boarding up of buildings after vacancy as necessary for security prior to demolition.
 Arrange for board up if there was any break- in of the original board up.  Coordinate and provide access to properties, with demolition contractor.  Coordinate eviction of tenants if necessary with City staff.  Coordinate with escrow companies for transfer of tenant information upon closure of escrow.

Trust Account
Consultant shall establish a separate checking account in the name of City and Consultant with the City to be co-owner of the account and have full access at a bank approved by City and conform to the following policies:

1. At the creation of the account, Consultant shall document all tenancies that currently exist at City-owned properties and provide the following information for each: tenant name, monthly rent amount, security deposit amount, beginning date of tenancy, and ending date of tenancy. This report shall be updated monthly to reflect any new tenants.

2. Within three (3) days of receipt, Consultant shall deposit all proceeds received on behalf of City into account, including but not limited to rent, security deposits, and any amount that may become due by tenants.

3. Funds may only be withdrawn by Consultant to pay property management related expenditures, including without limitation repairs, utilities, and maintenance, in an amount up to $1,000. Expenditures in excess of $1,000 must be approved by City.

4. Non-emergency expenditures above $1,000 must be bid competitively to ensure property management funds are spent efficiently. The operating reserve amount in the account shall be $5,000 per parcel. Consultant is required to remit funds above the operating reserve amount after subtracting the projected expenses on a monthly basis. The funds shall be remitted by Consultant to City via ACH or wire within fifteen (15) days of the most recently completed month. On monthly basis, the Consultant should remit an itemized statement identifying revenues and expenditures collected and/or incurred during the period as noted in Section (7) below.

5. All expenditures, regardless of amount, must be supported by itemized invoice that tracks expenditures by tenant and corresponding City approval if applicable.

6. Changes to the rental information, such as addition of tenants, and/or rental termination, must be approved by the Public Works Agency. Within ten (10) days of such approval, Consultant shall confirm all changes in writing to City’s Public Works and Finance and Management Agencies.

7. Consultant is required to maintain books and records in compliance with generally accepted accounting principles. On a monthly basis or upon City’s request, Consultant City Council 28 – 18 5/17/2022
City of Santa Ana RFP 21-131
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shall provide a listing of the following:
a. Rental income by tenant (identify property address)
b. Expenditures by category (e.g., utilities, maintenance, property management fees, etc.)

8. Consultant shall make available all books and records related to the services provided to City Finance staff or an independent Certified Public Accounting firm acting on behalf of City.

9. City maintains the right, either by itself or through a CPA firm acting on its behalf, to conduct an examination of Consultant’s books and records related to above-referenced service. The examination may be conducted on annual basis or upon City’s discretion on reasonable notice.

Weekly Status Reports
Consultant shall provide to the City weekly status reports relating to the management and operation of the premises for the preceding calendar week. These documents shall include the following, but are not limited to:
 Proper records with respect to leasing, management, and operation of the premises (i.e. receipts, disbursements, etc.)
 Contractor competitive bids
 Tenant information, owner’s information, beginning date of tenancy, ending tenancy and vacate date, rent amount, security deposit, past due rents, 90-day notice dates, fencing, board up, testing dates, utility shut offs and meter removal dates.  Status report must also include inspection dates and any action items needed during the inspection and follow up of the action items.

City Council 28 – 19 5/17/2022
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SPECIALITY AREA: II

BUSINESS GOODWILL APPRAISAL SERVICES
Consultant shall perform professional and technical Loss of Goodwill Appraisal services on an as-needed basis to prepare reports for use during ROW negotiations for the project and settlement during condemnation proceedings. The Loss of Goodwill reports are to be prepared in accordance with all applicable regulations as determined by the City. These may include, but are not limited to local, state and federal regulations, policies, procedures, manuals, and standards including.

Consultant has total responsibility for the accuracy and completeness of the Loss of Goodwill Appraisal Reports and other work performed pursuant to this Agreement and prepared for this Project and shall check all such material accordingly. Reports will be reviewed by the City for conformity with General Goodwill Appraisal standards and coordination with State procedures.

Consultant shall, throughout the life of the Agreement retain within Consultant’s firm a staff of qualified personnel to perform each of the work listed below. Consultants shall be responsive and maintain excellent working relationships with property owners, tenants, and City staff. Consultant shall be committed to provide adequate staffing levels at all times in order to adhere to established schedules. Consultants shall be knowledgeable and very familiar with federal, state and local regulations, policies and procedures as pertain to the right of way services provided. Consultant services shall include providing:
 Budgetary Estimates of Goodwill Loss
Budgetary estimates are used by public agencies in planning and preparing a project budget. Consultant’s estimates of goodwill loss will be based upon a “drive by” site inspection of the subject businesses, limited market research, and any publicly available data. In addition, these estimates will take into consideration Consultant’s experience in preparing goodwill loss appraisals of comparable businesses, as well as our knowledge of relevant statutes and case law, negotiated settlements and jury awards in eminent domain proceedings. Consultant’s results will be presented in a brief letter.  Goodwill Loss Acquisition Appraisals
During the early stages of property acquisition, Consultant can provide preliminary estimates of goodwill loss. Acquisition appraisals are based upon data, which may be provided by the business’ ownership at its discretion. Such information may include:
leases; background on the business provided via owner/management interviews; historical and prospective financial data; and information about proposed relocation sites. In addition, Consultant shall perform basic transactional research in light of our understanding of the business’ operations and financial condition. Consultant will also coordinate with real estate and fixtures and equipment appraisers to avoid duplication of compensation. Further, Consultant’s analyses will be guided by relevant statutory and case law pertaining to compensation for loss of goodwill.

City Council 28 – 20 5/17/2022
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Consultant shall perform the following tasks:
 Preparation of Preliminary Estimates
 Preparation of Complete Loss of Goodwill Appraisals
 Perform field work as necessary
 Attend Pre-submission Review Conferences as required
 Prepare Correspondence
 Make presentations to city staff as needed
 Perform special studies within the scope of Consultant’s expertise.  Coordinate with other ROW consultants as necessary
 Coordinate with City-hired Real Estate appraisers and FF&E appraisers as required.

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SPECIALITY AREA: III

FURNITURE, FIXTURES, MACHINARY AND EQUIPMENT
(FFME) APPRAISAL SERVICES
Consultant shall complete work under the direction of City staff. Consultant shall, throughout the life of the Agreement retain within Consultant’s firm a staff of qualified personnel to perform each of the work listed below. Consultants shall be responsive and maintain excellent working relationships with property owners, tenants, and City staff. Consultant shall be committed to provide adequate staffing levels at all times in order to adhere to established schedules.

Consultants shall be knowledgeable and very familiar with federal, state and local regulations, policies and procedures as pertain to the right of way services provided. Consultant services will include providing:
 Budgetary Estimates of Fixtures and Equipment Values
Budgetary estimates are used by public agencies in planning and preparing a project budget. Consultant’s estimates of fixtures and equipment values will be based upon a “drive by” site inspection of the subject businesses, limited market research, and any publicly available data. In addition, the estimates take into consideration Consultant’s experience in preparing fixtures and equipment appraisals of comparable businesses, as well as knowledge of relevant statutes and case laws, negotiated settlements and jury awards in eminent domain proceedings. Consultant’s results will be presented in a spreadsheet of estimates and a summary report.
 Fixtures and Equipment Appraisals
Consultant will provide a fully contained appraisal report, in triplicate and a digital file, of the improvements pertaining to the realty and major movable equipment of each business appraised. The report will include an estimate of the fair market value in place and liquidation value of all appropriate items and will be prepared in conformance with Article 3 of the California Code of Civil Procedure, Sections 1263.205 and 1263.210. (Compensation for losses in connection with movable personal property is included in the California Code of Regulations, Title 25, Sections 6090 and 6092.) Appraisal procedures will be guided by the USPAP. The improvements pertaining to the realty and major movable equipment for businesses that occupy multiple properties shall be clearly delineated by property address. In preparing each comprehensive appraisal, Consultant will: inspect the business’ facility; prepare an inventory of the improvements pertaining to the realty and major movable equipment; coordinate appraisal activities with the real estate appraiser to avoid duplication of compensation; interview the business’ owner/manager regarding the business’ history, operations and tangible assets owned; and utilize generally accepted valuation methodology to determine the fair market value in place and liquidation value of the appropriate items owned by the business.

Furniture, Fixtures and Equipment Appraisals tasks may include:
 Inspect the business facility and perform field work as necessary  Prepare separate inventories for the Fixture and Immovable Equipment and Movable City Council 28 – 22 5/17/2022
City of Santa Ana RFP 21-131
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Personal Property.
 Coordinate appraisal activities with the real estate appraiser and /or Goodwill appraiser to avoid duplication of compensation
 Interview the business owner regarding the history, operation and tangible assets owned.  Prepare report utilizing accepted valuation methodology to estimate the replacement cost, fair market value in place and salvage value of the appropriate items owned by each business operation. Perform Special Studies as required by the City within the scope of Consultant’s expertise.
 Attend meetings and present the reports and findings if necessary.

PAYMENT AND INVOICING:

Selected Consultant shall invoice the City based on time and material according to the City’s standard invoice template. Tasks and hours shall be clearly identified and all rates must match those included in the approved agreement. City shall retain ten percent (10%) of the invoice amount from each payment until the completed Project has been accepted by the City.

Each invoice must include a Consultant Progress Report that contains tasks and activities completed and summary of work in the next month period. Certificate of insurance must be current in order for invoices to be processed.

CITY RESPONSIBILITIES:

The City will provide information in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein.
 Facilitate meeting spaces and coordination with City staff  Access to City facilities
CONSULTANT RESPONSIBILITIES:
 Provide all required insurance as outlined in Attachment 2 of this RFP.  Submit renewal of Certificate of Insurance 30 days before expiring.  Ensure Certificate of Insurance is current when submitting invoices.

SPECIAL REQUIREMENTS (ATTACHMENT 4)
This project may utilize California Department of Transportation (Caltrans) funds and shall therefore comply with all state and federal requirements. The below referenced forms included in Attachment 4 (Additional Provisions) of the Appendix must be completed in their entirety and submitted with your proposal:
 LAPM Exhibit 10-H: Sample Cost Proposal
 LAPM Exhibit 10-O1: Consultant Proposal DBE Commitment  LAPM Exhibit 10-O2: Consultant Contract DBE Commitment (include within Fee Proposal hard copy package)
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 LAPM Exhibit 10-K: Consultant Certification of Contract Costs and Financial management System (include within Fee Proposal hard copy package) for Speciality Area A only.

Please reference Caltrans Local Assistance Procedure Manual, Consultant Selection, Chapter 10, for further instructions and guidelines pertaining to the completion of these forms:https://dot.ca.gov/-/media/dot-media/programs/local-assistance/documents/lapm/ch10.pdf COMPLIANCE WITH REQUIREMENTS OF FUNDING AGENCY:

This agreement may be funded with state and/or federal grant funds administered by Caltrans.

Proposer shall comply with all requirements as they pertain to the use of these funds. Refer to Attachment 4 for Caltrans required forms, including Exhibit 10-H – Sample Cost Proposal (H2 for On-Call Contracts) in the Appendix of this RFP.

DISADVANTAGED BUSINESS ENTERPRISES (DBE) GOAL:

The Agency has established a DBE goal for this Contract. Proposers are encouraged to obtain DBE participation for this contract. Refer to Exhibit 10-I – Notice to Proposers DBE Information included in the Appendix of this RFP. Proposers must submit Exhibits 10-O1 & 10-O2 – Consultant Proposal & Contract DBE Commitment to demonstrate compliance with Agency’s DBE goal.

CONSULTANT AUDIT AND REVIEW PROCESS:
(Speciality Area A - Acquisition/Relocation only)
Prior to contract award and dependent on contract award amount, the selected Consultant(s) shall be subject to an audit or review by Caltrans’ Audit and Investigations (A&I), other state audit organizations, or the federal government. The selected Consultant(s) shall complete Exhibit 10-K – Consultant Annual Certification of Indirect Costs and Financial Management System for all prime and sub-consultants in the Appendix of this RFP.

To independently download any of the Caltrans Exhibits required per this RFP, visit:
https://dot.ca.gov/programs/local-assistance/forms/local-assistance-procedures-manual-forms City Council 28 – 24 5/17/2022

EXHIBIT B
City Council 28 – 25 5/17/2022
Desmond, Marcello & Amster, LLC
Valuation and Litigation Consultants
222Pacific Coast Highway, 1Oil' Fl(
Ef Segundo, CA 90245
44 Montgomery St., Ste 300
San Francisco, CA 94104
November 29,2021 www.dmavalue.com
City of Santa Ana
Attn: Kenny Nguyen
Public Works Agency; M-36
20 Civic Center Plaza; Ross Annex
Santa Ana, CA 92701
Tel: (310) 216-1400
O N-CALL RI GHT-OF-WAY SERV I C ES :

GOODWILL, FF&E, & PROPERTY MANAGEMENT
RFP NO:21-131
Dear Mr. Nguyen:

Desmond, Marcello & Amster, LLC ('DM&A") is responding to RFP No: 21-131 to provide the City of Santa Ana Public Works Agency with services in Specialty Area: ll Business Goodwill Appraisal Services.

Attached herein is DM&A's proposal and qualifications. I'm assured that you will find our firm is thoroughly qualified to meet the City of Santa Ana Public Works Agency's appraisal needs.

Please contact me with any questions or additional requests. lam DM&A's "Managing Partne/'and am an authorized representative who can make legally binding commitments for DM&A.
lly submitted,
M e Mam , ASA, CFA
Managing Partner
Desmond, Marcello & Amster, LLC
0,N \G tN AL
Re
1 DNTIA
City Council 28 – 26 5/17/2022

1.STATEMENT OF QUALIFiCATIONS
a) COVer Letteri
See previous page
b)COntract Acreement Statementi
DM&A concurs with the provisions contained in the Agreement attached to RFP No:21-131 as Attachment 2 in the Appendix.
c)Firm and Team ExDettence:

Since 1968,DM8〔A has provided clients in both the pub‖ c and private sectors with expertise in the valuation of closely― held businesses,professional practices,and tangibie and intangible assets,such as goodwili and furntture,日 xtures,machinery and equipment(FFME)。 DM&A has completed thousands of goodwillloss appraisals underthe(3oodwill Loss Statute, §1263.51 0 ofthe California Erninent Domain Law,for both government agencies and private parties.The vatuaJon analysts at DM&A workin coniuncdOn wК h condemning agencies, business owners,attorneys,relocation agents,acquisition agents,developeRS,FFME appraisers,and real estate appraisers to provide defensible goodw‖ lloss opinions. Since the enactrnent ofthe California Enlinent Domain Law of 1 976,DM&A has been a leaderin providing litigation support for goodwillloss condemnation cases. DM&A has vast experience with the loss of gOOdwill,and FFME appraisal aspects ofttght‐ o■way issues for public works proiectS, FFME appraisat has been an integral part of DM&A's seⅣ ices for over 30 years.Our capabitity for valuajon of assets under§ 1263.205 ofthe California Code of Civ‖ Procedure refiects the depth of our experience with the statute and breadth ofthe industry knowledge.

DM&A's Goodw‖i Valuadon Department consists of six appraisers, The FFME Department consists of a dedicated proieCt manager and two appraisers.This mu比卜disciplinary capabiltty enables DM&A to address complex valuation issues invoiving both appraisal disciplines. The size of our professional statt also enables DM&A to accommodate large proiectS and ught deadlines.DM&A has the capability and ttexibility to adiuSttO proieCtS ranging from emergency turnaround status to extremely complex in nature. Our co‖ aborative business approach a‖ ows DM&A to have a level of quality control and responsiveness thatis unique in our rnarket.

DM&A can assist clients in vattous phases of a proiect,仕 om eatty planning through樹 nal resoludon in court proceedings.Maior categottes of seⅣices inctude budgetary esumates, comprehensive appraisals for erninent domain proceedings,review of reports,and litigation support,inctuding experttestimony. DMStA's appraisers have testified at deposition and at trial on rnany occasions,vvith our experts having been invoived in rnost ofthe published cases involving ioss of business goodwi‖ .

DM&A's approach to the appraisal process is thorough,co‖ aborative,and professional.〈 Эur appraisers recognize the importance of a detailed appЮ ach to any assignment,and are cognizant of our role as representing our ctients. Our professionals have extensive experience in inteⅣ iewing business owners,and make ettorts to address their concerns and needs. DM81A has b‖ ingual professionais to interface with business owners speaking Spanish. DM&A's quali呵 cations are the resuit of experience gained in the preparation ofthousands of appraisals oftangible and intangible assets in a wide range ofindustries and business types. In addition, 2 City Council 28 – 27 5/17/2022
each star rnember has extensive experience in the erninent domain and pЮ perty acquisition process,and deta‖ ed understanding of relevant statutory and case law.

DM&A's appraisal repotts fully comply whh the Uniform Standards of PЮ fessional Appraisal Pracuce(usPAP)and applicaЫ e regulatory and professional procedures.Our appraisers have completed coursework on USPAP and regutarty attend serninars/webinars to keep up to date on USPAP and industry issues.
c) Firm and Team ExDettence:Prolect Manager′ 巳rincipa!△ 廻Q旦上 RttSUM亡 oF MADELEINE MAMAUX,CFA,ASA

MANAGING PARTNER
GOODWiLL APPRAISAL

PROFESSIONAL BACKGROUND
Ms,Mamaux began her business valuation career as a呵 nanciat analyst at DM&A fror11 1 989 to 1991. Having earned an MBA and gaining significant analytical experience in the investrⅥ ent industry,she reiOined DM&A in 1997 as a valuadon manager.Ms.Mamaux became a pttncipal atthe firm in 2001 and has been a Partner since 2007.

Ms,Mamaux's has completed business valuation assignments for purposes inctuding goodw‖ | loss in erninent domain matteRS,eState tax,partnership and corporate dissolution,shareholder buyouts,rnergers and acquisitions,strategic planning,and呵 nancing. Businesses valued by Ms.

Mamaux operate in diverse industries such as wholesaling,food processing,technology,rnedia, manufacturing,transportation,waste management,reta‖ ,real estate,and agricuiture.

During her years away from DM&A,Ms,Mamaux analyzed investment opportunities in Hxed― income secuttdes for Teachers'Insurance and Annuity Associadon(TIAA),the nadOn's largest private pension fund,She also held an analytical pOsition at Fitch investors SeⅣ ice,an international bond‐rating agency,where she was responsible for assigning credit ratings tO large multinational companies.

PROFESSIONAL AFF:L:AT10NS
Mso Mamaux is a Chartered Financial Analyst and is a rnember ofthe CFA institute and the CFA Society Los Angeles.AddК ionally,Ms.Mamauxis a Senior Member ofthe AmeHcan Society of Appraisers in the Business Vatuation discipline and a rnember ofthe international Right Of Way Associadon(IRWA)。
Ms.Mamaux regularly patticipates in serninars and panet presentations with a variety Of organizations regarding business valuation and goodvvin 10ss analysis and concepts.

EDUCAT:ON
M「.Pigronl graduated frorn LoyOla Mary『 ¬ ount UniveRSity in June 2002 with a bachelor's degree in business adrninistration with an emphasis in business taw and a rninorin history.

Ms.Mamaux graduated rnagna cum laude wК h a bachelor's degree from Ctaremont McKenna College.She maiored in economics and mathemaucs and was elected to Phi Beta Kappao She holds a rコasteドs degree in business adrninistration from The Wharton School ofthe University of Pennsylvania,graduating with distinction with a degree in finance. 3 City Council 28 – 28 5/17/2022
DEPOSITiON AND COURT TESTIMONY
Mso Mamaux has pЮ vided expett testimony attrial and arbitration in various Califbrnia and Federaljurisdictions. She has also pЮ vided deposition testimony on numerous occasions pertaining to her opinions of business vatue,Ioss of goodwill,and econonlic damages. Deta‖ s pertaining to hertestimony experience are ava‖ able upon request.

RttSUM亡 oF KEVIN BLA:R,ASA

PARTNER
GOODWiLL APPRAiSAL

PROFESSIONAL BACKGROUND
Mr.BIairioined DM&A in 2006 and became a PaК nerin 2021.He has prepared hundreds of goodwillloss appraisals for a vattety of clients throughOut California inctuding Cattrans, California High Speed Ra‖ Authority,Los Angeles County MetropOlitan Transportation Authority, Orange County Transportadon Authottty,San Cabttei Valley Council of Governments,Riverside County Transportation Conlrnission,and San Bernardino County TranspoHadon Authority, among others.

The businesses appraised by Mr.BIair overthe past 1 5 years span across the reta‖ , conlrnercial,agricuiturat,and industrial sectors,inctuding the appraisal ofthe loss of goodw‖l of b‖ iboards,gas stations,"quor stores,restaurants,auto repair fac‖ ities,auto and truck dealerships,rnetal fabrication shops,rait and trucking seⅣ ices,bank branches, wholesalerdistribution centers,waste cotiection,hotels/r¬ oteis,and machining shops.

M「.BIair has been designated as an expert with regards to loss of goodw‖ lin various eminent domain rnatters. Additiona‖ y,he has participated in rnediations and provided litigation support seⅣices.At DM&A,Mr.BIair has managed prOjects encompassing荀xtures and equipment and gOOdwi‖ 10ss appraisals ibr numerous businesses within an acquisition area. I→ e also spearheads the firrn's respOnses to public agencies'requests for proposals/quali荀 cations.

Mr.BIair has given presentations to various IRVVA chapters and attorney groups. The subiect Of the presentations have inctuded CooJwil′ Tθ 7,Bwsiness Damages anJ Pattiar Ac(ェ tガる1訂oP,sデスo9virilr,g CommeЮ ね,PropeF/∫ 拗伯en Appraね aranJ Re'ocarion,sstJes Oyerrapデ Eχpeだ ′′,sI創粧S on E阿加epr Domab Triarsテ and Appraおar加ど′,e COy′D Era.
in additionaito erninent domain related appraisal services,Mr.BIair has completed business valuation assignments fbr a variety of tax and litigation purposes,inctuding,gift and estate tax, bankruptcy′ rece彬ership,pattnership/corporate dissoludon,matttal dissotudon,economic damages,fraud,and breach of contract.He has been engaged on proiects by呵 nancial institutions and interrnediaries to advise on transactions and lnancing.

EDUCAT10N
M「.BIair holds a Bachelor of Arts degree from Ctaremont McKenna College(2006).He maiOred in econorvttics with a leadership sequence.

PROFESSIONAL AFF:LIAT10NS
M「.BIairis a Senior Member ofthe Amettcan Society of Appraisers in the Business Valuadon discipline.
4 City Council 28 – 29 5/17/2022
Mr.BIairis a member,and past President,of Chapter 2(San FranciscorSanta Rosa)and member of Chapterl(Los Angeles)ofthe internauOnal Right Of Way Assodatton(IRWA)。 He wasrecognizedbyhispeersinIRVVAas2017YoungProfessionaloftheYear― VVestern RegiOn,2018 Professional ofthe Year― Chapter 2,and 2019 Sophie Yore Award Recipient― Chapter 2.
c) Firrn and Tearn Experiencei C)「qanizauOnal chart antt Assianed工 9am Team:Madeleine Mamaux and Kevin BIair will seⅣ e as Proiect Managers.Ms.Mamaux can be contacted at mmamauxΩ dmavalue.com or(310)490-6084 r necessary.Mr.BIair can be contacted at kblaira〉 dmavalue.com or(415)926‐6996 r necessary.Westey Nutten,RIcardo Goni,Eric Lietzow,and S‖ via Tauber vvi‖ provide additional goodwili appraisal seⅣices for assignments underthis prtteCt・ Up to 50%ofeach team membeド s ume can be devoted to the pr9,eCt・ DM&A commКs to dedicaung alHabor hours necessary to complete appraisal assignments forthis proiect atthe highest of qualhy in a dmely and etticient manner. d)Understanding of Needi
DM&A has worked with neaHy every maior CalifOrnia public agency in providing eminent domain and ttght of way specialty appraisal seⅣices.
in performing business valuadon/goodwillloss appraisal seⅣ ices to the Ctty of Santa Ana Public Works Agency,DM&A wili perForm the necessary research,invesugadOn,and analysis to provide written appraisat reports in compliance with the standards of the Uniforrn Standards of 5 噸
辮
郁
City Council 28 – 30 5/17/2022
Professional AppraisaI Pracuce(usPAP)as it pertains to business valuadons, DM&A takes the fo‖ owing steps in the gOodwi‖ valuation pЮ cess:

Communicate with the City of Santa Ana Public llVorks Agency management and′ or representatives to ascertain the scope ofthe assignment and pЮvide responsive pЮ pOsals for each task orderi
Shouid the City request a budgetary esumate ratherthan an appraisat report,DM&A will perforrn virtual or drive― by site inspections,research the business,perforrn preliminary industry and rnarket research,and provide a briefletter outlining its prelirninary estimates regarding business goodwilli
Communicate with the subiect business andror representauves tO commence the data gathering pЮ cessi
Review and analyze the financial statements ofthe subiect buSiness,inctuding internal income statements and balance sheets as we‖ as tax returnsi inteⅣ iew the owners andror managers ofthe sutteCt business and′ ora reMew of deposition transcripts. Such inteⅣ iews/depositions are intended to provide DM&A with a thorough understanding ofthe business'products,operations,management,employees, marketing,competition,and industry,as we‖ as an understanding of recent financial trends and outiooki
Conduct site and area inspections of both the subiectiOCation and the business' relocation site,if applicablei
Review ieases and other contracts pertinentto the business'operationsi Coordinate with other pЮ fessionals,such as fixtures and equipment appraiseRS,real estate appraisers,and relocation consultants,to avoid duplication of compensationi Research the business'industry,econornic factors a■ 6cting the business,and the marketplace for sales of businesses similarto the subiecti Advise relocation consultant regarding the suitab‖ity of potential relocation sites and consutt on which sКe(s)Will resuttin the least goodwilllossi investigate the impacts of the taking andror of re10cation,if applicable,on the business' revenues and profits in the“ afteド 'condition taking into consideration pOtential betterrnenti
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Implement valuadon methods,such as the income Approach(1.e・ ,Discounted Cash Fiow Method,Capttalizadon of Cash Fiow Method)and Market Approach o.e., Discredonary Cash Flow Muttiplier Method,EBITDA Muttiplier Method),to determine the value ofthe business'goodwi‖ in both the before condition and in the after condition.

The setection ofthe appropriate r¬ ethods depends on the nature ofthe business and its marketpiace in light of DM&A's market researchi
Prepare of a valuation reportin compliance with USPAP;
6 ●
City Council 28 – 31 5/17/2022
Attend any required rneetings or conferences with the client regarding appraisal questions,such as“ Pre‐subrnission Review Conferences'',and′o「 rnake presentations to City staf as neededo Addidonally,DM&A can perform special studies wК hin the scope of the firm's expertise ifrequested by the City;
PЮvide expert testimony and litigation support,as requiredi and 0 Maintain files in accordance with USPAP
e)Relevant Proiect ExDettence:

Proiect l:

PrOieCtSi Vattous proieCtS,incI.LAX Automated People Mover,Gold Line Foothi‖ Extension Phase 2B,East San Fernando Light Rail Transit,West Santa Ana Branch Transit Corridor, Crenshaw′ LAX,Westside Subway,and Rosecrans/Marquardt Proiects Timeframe:2016‐ present
Locadon:Los Angeles County,CA
Client:Los Angeles County Metropolttan Transh Authottty CIient Contact Craig Justesen,Director of ReaI PЮ perty Mgrnt&Development― Real Estate, 」ustesenCΩ Metro.net,(213)922-7051
DescriptionI Prepared dozens ofioss of gOodwill and FFME appraisais in both the acquisition and litigation phase for partial and fu‖ acquisitions. Business types appraised spanned across reta‖ ,oTice,manufacturing,and distribution sectors. DM&A provided expertw胡 tness testimony and litigation support seⅣ ices on several matters.

Proiect 2:

PrOieCtS:Vattous prOieCtS,incI.Orangethorpe,Lakeuew,and State College Grade Separadon PrOieCtS
Timeframe:2011-2019
Locadoni Orange County,CA
Clienti C)range County Transportation Authority
Ctient Contact Cary VVeisberg,Esq。 (OutSide Counseり ,WOOdru打,Spradlin&Smart,(714) 415‐ 1065,9webberg@WSSttawocom
DescriptionI Prepared dozens ofioss of goodw‖ l and FFME appraisalin both the acquisition and litigation phase for partial and fu‖ acquisitions. Business types appraised spanned acЮ ss reta‖ ,ottice,manufacturing,and distribution sectors.

Proiect 3:

PrOieCtSi SR‐91 Widening ProieCt Timeframe:201牛2018
Locadon:R"erside County,CA
Ctienti Riverside County Transportation Authority
Ctient Contact Grego「 y Snarr,Esq.(outSide Counseり ,Best,Best&Ktteger,(951)826‐8202, [email protected]
DescriptionI Prepared appЮ xirvlately 12 ioss ofgoOdwill and 40 FFME appraisals in both the acquisition and litigation phase for partial and fu‖ acquisitions, Examples of business types appRヨ iSed included sel■ storage,hotets,beverage distributor′ warehouse,cabinetry store,mob‖e home park,sports bar,rnotorsports dealership,boat product sk)re,property rnanagement company,and equipment rental store.
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7 City Council 28 – 32 5/17/2022
Proiect 4:

PrOieCtSi Various Grade Separation ProiectS
Timeframe:2010‐ present
Locadoni Los Angeles County,CA
Ctienti San Cabttei Valley Counsei of Covernments(fOrmeHy Alameda CorHdor East) Ctient Contact Alan Sozio,Esq.,Burke VVilliams&Sorensen,LLP(OutSide counseり ,(213) 236-2819,[email protected]
Descriptioni Valued the goodw‖ lioss of approxirnatety 20 businesses for partiat and fu‖ acquisitions. Experttestimony and titigation support was provided on several. Business types inctuded gas stations,car washes,fast food restaurants,pa‖ et wholesaler,fuet wholesaler,and beverage distributor,among others.

Proiect 5:

ProieCt California High Speed RaiI Proiect Timeframe:2013-present Locationi Fresno/Madera,CA
Client California High Speed Rail Authottty/Caltrans Legat Ctient Contact Meredith Denzler,Esq.,california Dept Of Transportadon― Legal Division,(619) 688‐2531,Meredith.denzler@dOt・ Ca.gov
DescriptionI Prepared dozens ofioss of gOodw‖ l and FFME appraisalin both the acquisition and litigation phase for both partial and fu‖ acquisitions. Business types appraised spanned across reta‖ ,rnanufacturing,and agricuitural sectors.
つ References:

Reference l:

Craig Justesen,Director of ReaI Property Mgrnt&Devetopment― Real Estate,Los Angeles County MetЮ polttan Transit Authottty,」ustesenCΩ Metro.net,(213)922‐ 7051 Relevant ProiectsI See Above
Reference 2:

Meredith Denzler,Esq"calilbrnia Dept Of Transpo「 tadon― Legal Division,(619)688‐ 2531, [email protected]
Retevant Proiects: See Above
Reference 3:

Gary VVeisberg,Esq。 (OutSide Counseり ,WOOdru打 ,Spradlin&Smart,(714)415‐ 1065, 9wdsberq(励 Wssttaw.com
Simin Yazdan,Sr.ReaI Property Agent,Orange County Transportadon Authottty, svazdanΩ octa.net
Relevant Proiectsi See Above
8 City Council 28 – 33 5/17/2022
2) SCOPE OF SERViCES AND SCHEDULE
As previously indicated,[)M&メヽhas been pЮviding goodw‖ l appraisal seⅣ ices for 45 years.

The firm's goodwill department specializes in preparing goodwill appraisals for enlinent domain/right of way『コatters on behalf of public agencies. DM&A is active in the international Right Of VVay Association and the American Society Of AppraiseRS,and its stattrnembers attend cOnunuing educadon courses on both eminent domain and appraisal subieCt matters.As a result,E)M&A and its stattis inforr¬ ed and up‐ t(>date on happenings within California eminent domain and goodw‖ l appraisal. Having six goodw‖ l appraisers aHows DM&A to tackle large prOieCtS fOr which many businesses need to be appraised and ericiendy prepare ali necessary appRヨiSals in a cost― ettective rⅥanner. The firrn has experience appraising the goodw‖ I of businesses across a‖ industries and sectors,a‖ owing itto r¬ eet any and aII needs encountered by the City of Santa Ana Public VVo「 ks Agency.Addidonally,DM&A has performed pretiminary budgetary estimates of goodwi‖ loss on numerous occasions and can assist vvith this task should the City preferthis in lieu of or prior to a compiete appraisal report, As such,DM&A is wel卜positioned to perforrn a‖ appraisal assignments underthe scope of work oudined in Attachment l ofthis RFP.
9 City Council 28 – 34 5/17/2022
3) FEE PROPOSAL
The fee proposat has been subrnitted separate and concurrent vvith this technical proposal. 10 City Council 28 – 35 5/17/2022
4)CERTIFiCATiONS
The fb‖ owing fbrrns are signed and inctuded on the subsequent pages:

Attachment 3‐ 1:

Attachment 3‐ 2:

Attachment 3‐ 3:

LAPM Exhibit 10‐ H:

LAPM Exhibh 10‐ 01:

LAPM Exhibit 10‐ 02:

Non‐CoIIusion Amdavit
Non‐Lobbying certittcation
Non‐Discriminadon Certilcadon
Sample Cost PЮposal
Consuitant PЮ posal DBE Commhment
Consuitant Contract DBE CommkmentttncI,in Fee PЮ posaり
11 City Council 28 – 36 5/17/2022
Append故
ATTACHMENT3‐ 1:NON‐COLLUSION AFFIDAVIT

CERTIFICATIONS
NON‐COLLUSION AFFIDAVIT
(Titie 23 United Statts Code Section l12 and
Public Conttact Code Section 7106)
Tothe CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS
h accordance Ⅵ■h Titie 23 U五 ted States Code Secion l12 and Pubhc Conttact Code 7106 the BIDDER dectares that he bid is not made in the inttrest ot or on behalf ot any undisclosed person,pannettHpぅ company,association,organization,or corporationi that the bid is genuine and not collusive or shani;that the BIDDER has not directly orindirectly induced or solicittd any oher BIDDER to putin a false or sham bid,and has not direcdy or indirecdy colluded)conspired,co面 ved or agreed Ⅶth any BID正)ER or anyone else to put in a sham bid,or hat anyone shall refrttn from bidding;hat he BIDDER has not in any marmeL direttly or indttdly,sou8ht by agreement cominiュ nicmonぅ or conference前h anyone to nx he bid p五 ce ofthe BIDDER or any BIDDER,or to flx any overhead,proitっ or cost elernent ofthe bid p五 ce, or of hat ofany oher BIDDER,or to seclttre any advanttge against the public body awarding the conttact of anyone inttrested in the proposed cOntract;hat all statements conttined in he bid are me;and,角 Hher, that he BIDDER has not,directly or indirectly,subrrutttd his or her bid price ortmy breakdown thereot Or the conttnts hereot or diVulged infolЩ ation or data relaive hereto,or pttdぅ and胡li not pay,any fee to any corporation)parttleship,compatt assOcttion,organiИ tion,bid depositoり ,orto any member or agent thereofto effectuate a collusive or shain bid.

No俺: The above Non―collusion Affidavit is part of he PЮ posal.Sを五ng thiS PЮposЛ on he signatllre thereof shall also constimte signatllre ofths Non― collusion Afrlda斌to BIDDERS are a ralse may suttecthe ceninerto c五 minal pЮ secution.

Signed
訛『肥阻♪屯ο
滞B製謂ば肌ギ (。r amttHled) befOre me on th` ELこと」Ⅲ day Of Nσ Wt , 20■ bypЮved to me on the basis of satisfactoり e宙dence to be the person(s)WhO appeared before me.

KRYSTAL CUTLER
Notary Public‐ California
San DlegO county
CommissiOn〃 2288981
‖y Comm.Expires‖ay 18,2023
N Pubhc Signature Notaり PubHc Seal
CКy of Santa Ana RFP 21‐ 131
Page A3‐1
City Council 28 – 37 5/17/2022
Appendix
ATTACHMENT3‐ 2:NON‐LOBBYING CERTIFICATION

CERTIFICATIONS
The prospecdve pa五たlpant cehines,by Ыgnmg and submitingths bm or proposЛ ,to he bett ofhis or her knowに dge and bdttt that:
1, No federal appropriattd funds have been paid or will be paid,by or on behalfofthe undersi8■ ed,to any person lbrinauencing or attempting to inauence an oFicer or employee ofany federal agency,a Member ofCongress,an offlcer or employee ofCongress,or an employee ofa Member ofCon3ress in connection with the awarding ofany federal conttact,the rnaking ofany federal Brant,the making ofany federalloan,the entering into ofany cooperative agreement,and the extension,continuation, renewal,amendment,or rnodiflcation ofany federal conttact,grant,Ioan,or cooperative agreement.

2. Ifany funds other than federal appropriattd funds have been paid or、 vili be paid to any person for inauencing or attempting to inlluence any offlcer or employee ofany federal agency,a Memberof Congress,an oricer or emptoyee ofCongress,or an employee ofa Member ofCongressin connection with this federal conttact,8rant ioan,Ioan or cooperative agreement,the undersigned shan complete and sub■ lit a“Disctosure ofLobbying Activities''.

This certincation is a material representation offact upon which reliance was placed when this transaction was made or entered into.Subnlission ofthis centication is a prerequisite for Fnaking or entering into this ttansaction imposed by Section 1352,Titie 3 1)Uo S.Code.Any person who faits to flle the required certincation shall be suttecttO a ci甑 I penalty ofnotiess than S10,000 and notrnore than S100,000 for each such faiture.

The prospective palticipant also agrees by sub■ litting his or her bid or proposalthat he or she shan require thatthe language ofthis certification be inctuded in a‖ iower tier subcontracts,which exceed$100,000 and that an such sub recipients shali cetti,and diSC10se accordingiy。
FilllI Desmond,Marcello& r,LLC
Signed and Printed Name: Madeleine Mamaux
Title Managing Pattner
Date l1/29′ 2021
CКy of Santa Ana RFP 21-131
Page A3-2
City Council 28 – 38 5/17/2022
Append故
ATTACHMENT3‐ 38 NON‐DISCRIMINATION CERTIFICATION

CERTIFICATIONS
The undersigned consuhant or corporate Ofricer, during the pero▲ ▲Дlance of this contract, certifles as followsI

1. The Consultant shan not discriminate against any employee or apphcant for emplottent because of race,color,rengion,sexぅ or national origin. The Consultant shall take afflll二 ДatiVe action to ensure that apphcants tre employed,and that employees are treated dlュ ring emplottent without,regard to their raceぅ color,religion,sexぅ or national origin. Such action shall includeぅ but not be lirnited to,the followingi emplottent,upgradingぅ demotion,or transfer; recmitment or recruitinent advertising; layor or ttminationi rates of pay or other fol▲ 二二s of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and apphcants for emplottent,notices to be provided setting forth the provisions of this nondiscrirnination clause.

2. The Consultant shall,in all soncitations or advertisements for employees placed by or on behalf of the Consultant,state that all quahfled applicants will receive consideration lbr employment without regard to race,color,rengion)sex,or national origin.

3. The Consultant shall send to each iabor union or representative of workers with which he/she 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 Consuitant's comnlitinents under this section, and sham post copies of the notice in conspicuous places available to employees and apphcants for emplottent.

4. The Consuitant shall comply with all provisions of Executive Order l1246 of September 249 1965, and ofthe mles,regulations,and relevant orders ofthe Secretary ofLabor.

5. The Consultant shall furnish all infonHation and repotts required by Executive Order l1246 of September 24ぅ 1965, and by rules, regulations,and orders of the Secretary of Labor, or pllrsuant thereto,and will pelД ぇДit access to hisれer books,records,and accounts by the administering agency and the Secretary of Labor for pu呵 poses of investigation,to ascertain compliance with such rules, regulations,and orders.

6. In the event of the Consultant's non‐ comphance with the nondisc五 ■ination clauses of this contract or with any of the said rules, regulations,or orders,the contract may be canceled,te▲ 二Дlinated, or suspended in whole or in pan and the consultant rnay be declared inengible for further Goverrment contracts or federally assisted construction contracts in accordance wih procedlires authorized in Execution Order l1246 of September 24, 1965, and such other sanctions may be irnposed and remedies invoked as provided in Executive C)rder l1246 of September 24, 1965, or by Rユ le, regulations,or order ofthe Secretary ofLabor,or as othettise provided by law.

7.The Consultant shall include he ponion of he sentence immediately preceding paragraph(1)and the provisions ofparagraphs(1)thrOugh(7)in every Subcontract or purchase order unless exempted nta Ana RFP 21‐ 131
Page A3-3
CКy of
City Council 28 – 39 5/17/2022
by rules,regulations,or orders ofthe Secretary of Labor issued pursuant to Section 204 ofExecutive Order l1246 of Septernber 24, 19659 so that such provisions will be binding upon each subcontract or purchase order as the ad■ linistering agency may direct as means of enforcing such provisionsぅ including sanctions for noncomphance;provided,however,that in the event the Consuitant becomes involved inぅ or is threatened widi, litigation with a sub‐ consultant or vendor as a result of such direcion by the adlninistering agency,the Consuhant rnay request that the l」 nited Statts enter into such litigation to protect the interests ofthe United States. 8。 Pursuant to Cahfonaia Labor Code Section 1735,as added by Chapter 643 Stats. 1939)and as amended)
No discrinlination shall be made in the employment of persons upon public works because of raceぅ rengious creed,colorぅ national origin,ancestryぅ physical handicapsぅ rnental conditionぅ rnarital stams,or sex of such persons,except as provided in Section 1420ぅ and any consultant of pubhc works violating this Section is suttect tO all he penalties imposed for a宙 olation ofhe Chapter.

Signed:

Title Partner
Filill: Desmond,Marcello&Amster,LLC
Da俺:
11/29′ 2021
Chy of Santa Ana RFP 21-131
Page A3‐ 4
City Council 28 – 40 5/17/2022
ア
Appendix
ATTACHMENT 4
CALTRANS ATrACIIMENTS
Please see below.

City of Santa Ana
Page A4‐1
City Council 28 – 41 5/17/2022
Local Assistance Procedures Manual EXHIBIT 10‐ H2
Cost Proposal
ExHIB,T10‐ H2CosT PROPOSAL Pagelof3
SPECIFiC RATE OF(3oMPENSATiON(USE FOR ON― CALL OR AS― NEEDED CONTRACTS) (CONSTRUCTiON ENGINEERING AND INSPECTiON(3oNTRACTS)
Notei Mark‐ ups are Not Allowed
Consuhant Desmond.Marcello&Amster
LLC
□ Prime Consuhant
□ Subconsu陸
洞t □ 2nd Tier Subconsuttnt
Proi ett No.RFP 21‐ 131 Contratt No Participation A11¬ outtt S N/A Date l1/29/2021 Fo「 Combined Rate
Fttnqe Benem% +General&Administrattve。/。 Corコ bined iCR。/0 OR
Fo「 Home Omce Rate
Fringe Benem%
十General&Administrattve。/。
Fringe Benem O/。 +General&Administradve。 /0
H9mc Orice icRO/。
Fo「 Field O,i∝ Rate
Fidd Orice lcRO/0
Fee
%
BILttNG INFORMATION CALCULATION INFORMATION
(Add Pages as necessary)
VVestey Nutten/Partner′
Goodwill Appraisal
01′01′202201′01′202301′01′2024
12′31′2022
12′31′2023
呵2ザ31′2024
$395.00S406.85S419.06
30。/o300/。
Name′Job Titie′ Classittcationl Houriy Bi‖ ing Rates2 Staight3 0Tu 5x)OT(2x) ErectttDate of Houtty Rate From Tc Actlal o『 Avg Hourly Rate4 O/。 or S increase Houriy Range‐ fcr CtassiFicado:ls Oniy くevin BIair′ Partner′ Goodw‖ |哄ppraisal
225 0呵 ′01′2022 01′0呵 ′2023
01′01′2024
12′31′2022
12′31′2023
12′31′2024
52250〔
$231,71
S238.71 ,
300/o3.0。/c
Not App“ cable
Madeleine Mamaux/ManagingPattner′ Goodwili Appraisal 325 01′01′2022 01′01′2023 ′ヽ1′lヽ 1,ar、ぅ′ 12′31′2022 12′31′2023 19 nl′ ク∩9五 S3250 S334.71 $344.71 )
30°/o30°/0
Not A,p“ cable
Ricardo Goni′ Pttncipal′
Goodwill Appraisal
Eric Lietzow/Principa1/
Goodw‖ I Appraisal
250
275
01′01′202201′01′202301′01′2024
01′01′202201′01′202301′01′
⊇024
12′31′2022
12′31′2023
12′31′2024
12′31′2022
12′31′2023
12′31′2024
$2500$257.510262,21S2750
.8283.21S291.71
)
30°/O3.0°/o
300/。30。/。
Not ApphcaЫ
e
Silvia TauberrSr.AnalysvGoodwili Appraisal 140 01′0呵 ′2022 01′01′2023 01′01′2024 12′31′2〔122 12′31′2023 12′31′2024 S140.0 S144.2 S148.5 33 00/。00/。
395

Page 4 ends

Santa Ana City CouncilMay 17, 2022

Santa Ana City Council
May 17, 2022