Ross Annex, Corporate Yard, Main Library, Santa Ana Zoo, SARTC, El Salvador Community Center, Police Department, and the Southwest Senior Center elevators and wheelchair lifts for over 15 years. Their proven experience and familiarity with City facilities allowed staff to recommend Amtech Elevator Services for immediate remedial services for the SARTC elevator.
The City’s Purchasing Policies and Procedures authorizes Purchasing staff to make a commitment on behalf of a requesting Department for the procurement of materials, supplies, labor, or equipment necessary for the immediate preservation of life, health, or property, or to prevent loss of revenue. The requesting department assessed the severity of the requirement and identified its critical need, including the consequences of delaying this procurement. The requesting department vetted the contractor, and this procurement is in accordance with the City’s existing purchasing guidelines.
FISCAL IMPACT
Funding is available in the FY 2022-23 budget and funding for subsequent fiscal years will be included in the proposed budgets for City Council consideration.
Fiscal
Year
Accounting
Unit
Fund
Description
Accounting Unit,
Account Description Amount
2022-23 06717650-
62322
Regional
Transportation
Center
PWA-SARTC
Operations, Maintenance
& Repair Machinery &
Equipment
$172,845
Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency Approved By: Kristine Ridge, City Manager
City Council 13 – 2 5/2/2023
Public Works Agency
www.santa-ana.org/public-works
Item # 14
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
May 2, 2023
TOPIC: Glenwood Place Water Improvements
AGENDA TITLE
Award a Construction Contract to Vido Samarzich, Inc. in the Amount of $978,455 for the Glenwood Place Water Improvements Project, with an Estimated Project Delivery Cost of $1,300,000 (Project No. 23-6476) (Non-General Fund)
RECOMMENDED ACTION
1. Award a construction contract to Vido Samarzich, Inc., the lowest responsible bidder, in accordance with the base bid in the amount of $978,455 for the construction of the Glenwood Place Water Improvements Project, for the term beginning April 18, 2023 and ending upon project completion, and authorize the City Manager to execute the contract subject to non-substantive changes approved by the City Manager and the City Attorney.
2. Approve the Project Cost Analysis for a total estimated construction delivery cost of $1,300,000, which includes $978,455 for the construction contract, $146,768 for contract administration, inspection, and testing, and a $174,777 project contingency for unanticipated or unforeseen work.
3. Determine these actions are exempt from further review in accordance with the California Environmental Quality Act as Categorical Exemption Environmental Review No. ER-2023-26 was filed for the project.
DISCUSSION
The Public Works Agency’s Water Resources Division staff monitors the condition of water main pipelines by assessing critical factors such as the history of breaks, pipe size, alignment, location, and system redundancy to determine replacement priorities.
The water main on Glenwood Place has been identified for replacement (Exhibit 1). The improvements include new polyvinyl chloride (PVC) water main, fire hydrants, water services, appurtenances, asphalt concrete pavement, and traffic striping. Once completed, water service reliability and general service quality will improve significantly.
In addition, the potential for disruption due to water main breaks will be substantially reduced.
City Council 14 – 1 5/2/2023
Glenwood Place Water Improvements
May 2, 2023
Public Outreach and Contractor Participation
To provide an opportunity for local vendors to submit bids, a Notice Inviting Bids was advertised in the Orange County Register newspaper on January 30 and February 6, 2023. The project was also advertised on PlanetBids, and bids were received electronically via PlanetBids on February 21, 2023. The City notified a total of 583 regional vendors via PlanetBids, 18 of which are Santa Ana based. Sixty-four vendors requested bidding documents. A total of eight (8) bids were received. However, no bids were received from Santa Ana contractors.
Bid Results Summary
Rank Bidder’s Name Location Base Bid
1 Vido Samarzich, Inc. Rancho
Cucamonga, CA $978,455
2 Diamond Construction and Design,
Inc. La Habra, CA $1,059,195
3 Excel Paving Co. Long Beach, CA $1,229,880
4 Big Ben Irvine, CA $1,291,420
5 William Bonadiman Riverside, CA $1,317,050
6 Dominguez General Engineering, Inc. Pomona, CA $1,339,050 7 CHI Construction Anaheim, CA $1,346,005
8 Stephen Doreck Equipment Rentals,
Inc. Pico Rivera, CA $1,476,590
All eight bids were deemed responsive. Vido Samarzich, Inc. submitted the lowest responsive base bid in the amount of $978,455.00 (Exhibit 2). As specified in the bid documents, the lowest bid shall be determined on the basis of the Base Bid. Based on the bid analysis and a contractor’s reference check, staff recommends awarding the construction contract to Vido Samarzich, Inc., in the amount of the base bid totaling $978,455 (Exhibit 3). Vido Samarzich, Inc.’s previous work in the City includes Projects 17-6880 (Santa Ana Boulevard & 5th Street Protected Bike Lanes) and 20-7532 (Local Street Curb Ramps).
Project Delivery
To deliver a complete project, in addition to the construction contract, the estimated total project delivery cost includes construction administration, inspection, and testing, along with an allowance for contingencies to account for unexpected or unforeseen conditions. Construction, administration, and inspection includes the following:
construction management; inspection of the Contractor’s work to ensure contract City Council 14 – 2 5/2/2023
Glenwood Place Water Improvements
May 2, 2023
compliance, workmanship, and quality; and materials testing. As indicated in the Cost Analysis (Exhibit 4) and as summarized in the table below, the estimated total construction delivery cost of the project is $1,300,000.
Project Item Total
Construction Contract $978,455
Construction Administration, Inspection, Testing $146,768 Contingencies $174,777
TOTAL CONSTRUCTION DELIVERY COST $1,300,000
ENVIRONMENTAL IMPACT
In accordance with the California Environmental Quality Act, the recommended actions are exempt from further review. Categorical Exemption Environmental Review No. ER2023-36 was filed for the project.
FISCAL IMPACT
As indicated in the Cost Analysis, the estimated total construction delivery cost of the project is $1,300,000, which includes the construction contract, contract administration, inspection, testing, and an authorized contingency. Funds for this action have been transferred from previously-approved funds for the Fisher Park Neighborhood Water Main Improvements (Project No. 19-6429) to the Glenwood Place Water Main Improvements (Project No. 23-6476).
The following table summarizes the funds budgeted and available for expenditure to deliver the construction of this project. Any remaining balances not expended at the end of the fiscal year will be carried forward for expenditure in the following fiscal year if needed.
Fiscal
Year
Accounting Unit
– Account No.
Fund
Description
Accounting Unit –
Account No.
Description
Amount
2022-23 06617647-66301
(23-6476)
Acquisition &
Construction
Water Utility Capital
Projects, Water
Capital Project
$1,300,000
EXHIBIT(S)
1. Location Map
2. Bid Proposal
3. Construction Contract
4. Cost Analysis
Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency Approved By: Kristine Ridge, City Manager
City Council 14 – 3 5/2/2023
EXHIBIT 1
City Council 14 – 4 5/2/2023
EXHIBIT 2
City Council 14 – 5 5/2/2023
City Council 14 – 6 5/2/2023
City Council 14 – 7 5/2/2023
City Council 14 – 8 5/2/2023
City Council 14 – 9 5/2/2023
City Council 14 – 10 5/2/2023
EXHIBIT 4
COST ANALYSIS
CONSTRUCTION PROJECT NO. 23-6476: Glenwood Place Water
Improvements
Construction Contract $ 978,455.00
Contract Administration, Inspection and Testing $ 146,768.00 Contingencies $ 174,777.00
TOTAL ESTIMATED CONSTRUCTION COSTS $ 1,300,000.00
City Council 14 – 11 5/2/2023
Public Works Agency
www.santa-ana.org/public-works
Item # 15
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
May 2, 2023
TOPIC: Well 32 Rehabilitation Project
AGENDA TITLE
Award a Construction Contract to Pacific Hydrotech Corp. in the Amount of $12,795,865 for the Well 32 Rehabilitation Project, with an Estimated Project Delivery Cost of $16,634,625 (Project No. 13-6433) (Non-General Fund)
RECOMMENDED ACTION
1. Award a construction contract to Pacific Hydrotech Corp., the lowest responsible bidder, in accordance with the base bid in the amount of $12,795,865 for construction of the Well 32 Rehabilitation Project, for a term beginning May 2, 2023, and ending upon project completion, and authorize the City Manager to execute the contract subject to non-substantive changes approved by the City Manager and the City Attorney.
2. Approve the Project Cost Analysis for a total estimated construction delivery cost of $16,634,625, which includes $12,795,865 for the construction contract, $1,224,820 for contract management, $694,560 for contract administration, inspection, and testing, and a $1,919,380 project contingency for unanticipated or unforeseen work.
DISCUSSION
The Public Works Agency’s Water Resources Division oversees and maintains the daily operations of the City’s water and sanitary sewer systems. The water system is comprised of approximately 480 miles of water main, 21 groundwater wells, seven pump stations, 10 reservoirs with a storage capacity of 49 million gallons, four pressure regulating stations, and seven connection points to the Metropolitan Water District. The system has an average daily demand of 30 million gallons from its roughly 45,000 service connections.
Due to the age of the existing Well 32 infrastructure and equipment, constructed in 1985, the well’s capacity to produce water has been significantly reduced. While the well is 38 years old, it is considered one of the City’s newer wells and it still can be brought back to efficient service. The proposed rehabilitation project will ensure that the City of Santa Ana can continue to provide safe drinking water and meet the demands of the Santa Ana community.
City Council 15 – 1 5/2/2023
Well 32 Rehabilitation Project
May 2, 2023
The Well 32 Rehabilitation Project is located at Morrison Park and includes construction at the following three locations: Morrison Park; within the City street rights-of-way along Westwood Avenue, Memory Lane, and Bristol Street; and at the John Garthe Reservoir site (Exhibit 1). The scope of work includes the demolition of the existing underground well vault and appurtenances, building a new above-ground well building with a pump and electrical room, site improvements; Morrison Park improvements consisting of the repair and resurfacing of the basketball and tennis courts, replacement of the tennis court fence enclosure, and replacement of the court lighting and corresponding electrical facilities. Within City street rights-of-way, the 12-inch well discharge piping, with parallel fiber optic facilities, will be constructed from the well site at Morrison Park to the John Garthe Reservoir site. At the John Garthe Reservoir site, the work includes construction of a chemical building, which includes the City’s standard disinfection system, sodium hypochlorite generation equipment; restroom facility, associated on-site piping including pressure control and chemical injection vaults, and electrical upgrades to the John Garthe Pump Station.
Project Funding
In order to bring this critical piece of water infrastructure back online, staff has sought additional funding sources to complete the project. In 2015, the City entered into an agreement with the Orange County Water District that will allow the City to operate Well 32 beyond its Basin Equity Adjustment (BEA). This agreement allows the City to be exempt from paying BEA fees above the normal limit, which in turn, will greatly reduce pumping costs of the well up to $4,600,000. In 2018, the City received $750,000 in federal Bureau of Reclamation grant funds for project construction. In 2022, the City entered into a low-interest loan agreement with the California State Water Resources Control Board under their Drinking Water State Revolving Fund for $5,249,105 of additional funds, and will pursue additional funds through this program.
Public Outreach and Contractor Participation
To provide an opportunity for local vendors to submit bids, the City notified a total of 1542 regional vendors via PlanetBids, many of which are Santa Ana based. A total of six bids were received, none of which were from Santa Ana contractors.
As legally required, a Notice Inviting Bids was advertised in the Orange County Register newspaper on November 29, and December 6, of 2022. The project was also advertised on PlanetBids from November 28, 2022 through January 26, 2023. Bids were received electronically via PlanetBids on January 26, 2023.
City Council 15 – 2 5/2/2023
Well 32 Rehabilitation Project
May 2, 2023
Bid Results Summary
Rank Bidder’s Name Location Base Bid
1 Pacific Hydrotech Corp. Perris, CA $12,795,865
2 MMC, Inc. La Palma, CA $12,921,518
3 Metro Builders & Engineers
Group, Ltd. Newport Beach, CA $13,295,772
4 Myers & Sons Construction,
LLC. Sacramento, CA $13,763,000
5 Caliagua, Inc. Anaheim, CA $13,868,504
NR GMZ Engineering, Inc. Westlake Village, CA Non-Responsive A total of six bids were received, but only five were deemed responsive. Pacific Hydrotech Corp., submitted the lowest responsive base bid in the amount of $12,795,865 (Exhibit 2). As specified in the bid documents, the lowest bid shall be determined on the basis of the Base Bid. Based on the bid analysis and a contractor’s reference check, staff recommends awarding the construction contract to Pacific Hydrotech Corp., in the amount of the base bid totaling $12,795,865 (Exhibit 3).
The lowest bidder was GMZ Engineering, Inc. with a base bid amount of $12,045,735.
After reviewing the bid proposal GMZ Engineering, Inc., it was deemed non-responsive and non-responsible. GMZ Engineering, Inc. was non-responsive because their bid proposal did not include the DBE Good Faith Effort documentation. GMZ Engineering, Inc. was deemed non-responsible as well because their bid and relevant experience demonstrated insufficient familiarity with the project’s scope of work outlined in the contract documents. Therefore, the second lowest bidder, Pacific Hydrotech Corp., was selected to be awarded this project with a base bid of $12,795,865.
Project Delivery
To deliver a complete project, in addition to the construction contract, the estimated total project delivery cost includes construction management and administration, inspection, and testing, along with an allowance for contingencies to account for unexpected or unforeseen conditions.
On June, 21, 2022, the City Council awarded a contract of $1,224,820 to Butier Engineering for Construction Management services including construction administration and inspection duties. Construction administration and inspection includes construction management; inspection of the Contractor’s work to ensure contract compliance, workmanship, and quality; and materials testing. As indicated in City Council 15 – 3 5/2/2023
Well 32 Rehabilitation Project
May 2, 2023
the Cost Analysis (Exhibit 4) and as summarized in the table below, the estimated total construction delivery cost of the project is $16,634,625.
ENVIRONMENTAL IMPACT
In accordance with the California Environmental Quality Act, a Mitigated Negative Declaration was prepared for the project and was filed with the document number 2019109068.
FISCAL IMPACT
As indicated in the Cost Analysis, the estimated total construction delivery cost of the project is $16,634,625. This includes additional $15,409,805 for construction, contract administration and an authorized contingency, as well as $1,224,820 prior awarded funds for construction management, inspection, and testing.
Funds for this project have been transferred from previously appropriated funds for the French Park Neighborhood Water Main Improvement Project (19-6427), Cambridge Pump Station Improvement Project (20-6434), PRV Power & Control Improvements Project (20-6435), and East & West Chlorine Buildings Project (21-6445) to the Well 32 Rehabilitation Project (13-6433).
The following table summarizes the funds budgeted and available for expenditure to deliver construction of this project. Any remaining balances not expended at the end of the fiscal year will be presented to City Council for approval of carryovers to FY 23-24.
Fiscal
Year
Accounting Unit
- Account No.
(Project No.)
Fund
Description
Accounting Unit -
Account No.
Description
Amount
Prior Authorized Funds (Transfers)
2022-23 06617647-66301
(13-6433)
Acquisition &
Construction
Water Utility Capital
Projects, Water Capital
Project
$4,197,825
Project Item Prior Awarded
Total Current Total New Total
Construction Contract $12,795,865 $12,795,865
Construction Management,
Inspection, Testing $1,224,820 $1,224,820
Construction Administration $694,560 $694,560
Contingencies $1,919,380 $1,919,380
TOTAL CONSTRUCTION
DELIVERY COST $1,224,820 $15,409,805 $16,634,625
City Council 15 – 4 5/2/2023
Well 32 Rehabilitation Project
May 2, 2023
Fiscal
Year
Accounting Unit
- Account No.
(Project No.)
Fund
Description
Accounting Unit -
Account No.
Description
Amount
Existing Project Budget
2022-23 06617647-66301
(13-6433)
Acquisition &
Construction
Water Utility Capital
Projects, Water Capital
Project
$10,461,980
2022-23 16417641-66220
(13-6433)
PWA
Enterprise
Capital
Grants
WaterSMARTWatershed
Management Program,
Improvements Other
Than Buildings
$750,000
Total $15,409,805
EXHIBIT(S)
1. Location Map
2. Bid Proposal
3. Construction Contract
4. Cost Analysis
5. CIP Project Sheet
Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency Approved By: Kristine Ridge, City Manager
City Council 15 – 5 5/2/2023
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City Council 15 – 6 5/2/2023
City Council 15 – 7 5/2/2023
City Council 15 – 8 5/2/2023
City Council 15 – 9 5/2/2023
City Council 15 – 10 5/2/2023
City Council 15 – 11 5/2/2023
City Council 15 – 12 5/2/2023
City Council 15 – 13 5/2/2023
City Council 15 – 14 5/2/2023
City Council 15 – 15 5/2/2023
City Council 15 – 16 5/2/2023
City Council 15 – 17 5/2/2023
City Council 15 – 18 5/2/2023
City Council 15 – 19 5/2/2023
EXHIBIT 4
Construction Contract 12,795,865.00 $
Contract Administration, Inspection and Testing 1,919,379.75 $ Contingencies 1,919,379.75 $
TOTAL ESTIMATED CONSTRUCTION COSTS 16,634,624.50 $
CONSTRUCTION OF PROJECT NO. 13-6433: Well 32 Rehabilitation
COST ANALYSIS
City Council 15 – 20 5/2/2023
CITY OF SANTA ANA FY 22/23CIP
CAPITAL IMPROVEMENT PROJECT WORKSHEET
PROJECT DESCRIPTION:
Rehabilitate the well and bring facility up to current codes and standards. Improvements include upgrading the power supply, motor control systems, Supervisory Control and Data Acquisition (SCADA) system, and constructing new discharge pipeline.
PROJECT NEED:
This project is required to maintain effective operation of the City's water system and to provide reliability to the City water supply.
PROJECT TITLE:
Well No. 32 - Rehabilitation
PROJECT CATEGORY:
Utility/Drainage/Lighting
Improvements
Municipal Facilities
LOCATION MAP
AGENCY: DIVISION:
Public Works Water Resources
CONTACT:
James Burk, Senior Civil Engineer
PROJECT COSTS FY 22/23 FY 23/24 FY 24/25 FY 25/26 FY 26/27 FY 27/28 FY 28/29 Construction 4,200,000 - - - - - -
TOTAL 4,200,000 - - - - - -
SOURCE OF FUNDS FY 22/23 FY 23/24 FY 24/25 FY 25/26 FY 26/27 FY 27/28 FY 28/29 WATER CAPITAL 4,200,000 - - - - - -
TOTAL 4,200,000 - - - - - -
51 EXHIBIT 5
City Council 15 – 21 5/2/2023
Public Works Agency
www.santa-ana.org/public-works
Item # 16
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
May 2, 2023
TOPIC: On-Call Professional Land Surveying Services Agreements
AGENDA TITLE
Approve Agreements with Johnson-Frank & Associates, Inc., Stantec Consulting Services, Inc., and Towill, Inc. for On-Call Professional Land Surveying Services, with an Aggregate Amount Not to Exceed $2,450,000 for Three-Year Terms (RFP No. 19- 090) (Non-General Fund).
RECOMMENDED ACTION
1. Authorize the City Manager to execute federal Caltrans agreements with JohnsonFrank & Associates, Inc., Stantec Consulting Services, Inc., and Towill, Inc. to provide on-call land surveying services on an as-needed basis, in an aggregate amount not to exceed $950,000 for a three-year term beginning May 2, 2023 and expiring May 1, 2026, with an option for two, one-year extensions, subject to nonsubstantive changes approved by the City Manager and City Attorney.
2. Authorize the City Manager to execute non-federal agreements with Johnson-Frank & Associates, Inc., Stantec Consulting Services, Inc., and Towill, Inc. to provide OnCall Land Surveying Services on an as-needed basis, in an aggregate amount not to exceed $1,500,000 for a three-year term beginning May 2, 2023 and expiring May 1, 2026, with an option for two, one-year extensions, subject to non-substantive changes approved by the City Manager and City Attorney.
DISCUSSION
The Public Works Agency released Request for Proposals No. 19-090 on the City’s online procurement portal, PlanetBids, soliciting proposals from qualified firms for professional land surveying services on an as-needed basis. Eleven proposals were received. All proposals were deemed responsive and were subsequently evaluated and ranked by a review committee composed of personnel from the Public Works Agency Capital Improvement Program (CIP) Engineering staff. Ranking criteria included relevant firm experience, understanding of need, relevant project experience, and references. The ranking of the firms is as follows:
City Council 16 – 1 5/2/2023
Approve Agreement with Johnson-Frank, Stantec, Towill
May 2, 2023
Firm City Rank
Johnson-Frank & Associates, Inc. Anaheim, CA 1
Stantec Consulting Services, Inc. Irvine, CA 2
Towill, Inc. Orange, CA 3
The City selected Johnson-Frank & Associates, Inc., Stantec Consulting Services, Inc., and Towill Inc. as the top three firms from this Request for Proposals because each of the firms submitted proposals that demonstrated sufficient capacity to complete land surveying services within industry standard rates and expertise in the land surveying field.
The recommendation to award contracts was delayed until the City received authorization and clarity from Caltrans regarding Federal requirements. Those matters have been resolved and the top rated firms have agreed to honor their proposals.
Based upon the scope of work and selection criteria outlined in RFP 19-090, staff recommends awarding two sets of agreements for each selected firm: one set of agreements to provide land surveying services per Caltrans requirements, on an on-call basis, and one set of agreements to provide land surveying services not subject to Caltrans requirements, on an on-call basis.
Approval of the recommended action will allow the City to retain land surveying services for current and future construction projects. The three selected firms are expected to provide professional land surveying work, involving preparing legal descriptions for subdividing property, researching existing County and City records for survey monuments within project areas, performing boundary line adjustments, and providing other land surveying services when required. Task orders for grant-funded projects subject to Caltrans Architecture and Engineering (A&E) requirements will be issued to the Caltrans versions of the on-call agreements (Exhibits 1-3). Task orders for locallyfunded or discretionary-funded projects will be issued to the standard versions of the consultant agreements (Exhibits 4-6), which are not subject to Caltrans requirements.
FISCAL IMPACT
There is no fiscal impact at this time. The Public Works Agency will follow the established on-call services process during the FY 2023-2026 contractual term for requesting necessary fiscal review and authorization. Prior to utilizing the on-call services for any of these future task orders, PWA staff must receive Finance and Management Services Agency approval of funding and project activities to be used to ensure funds are available under the authorization limit of $950,000 for any federally funded projects, and under the shared $1,500,000 aggregate for any projects using local or discretionary funds. 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. The current fiscal year funding is available City Council 16 – 2 5/2/2023
Approve Agreement with Johnson-Frank, Stantec, Towill
May 2, 2023
in the FY 2022-23 budget and future fiscal year funding will be included in the proposed budgets for City Council consideration.
EXHIBIT(S)
1. Johnson-Frank & Associates, Inc. Federalized Agreement
2. Stantec Consulting Services, Inc. Federalized Agreement
3. Towill, Inc. Federalized Agreement
4. Johnson-Frank & Associates, Inc. Agreement
5. Stantec Consulting Services, Inc. Agreement
6. Towill, Inc. Agreement
Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency Approved By: Kristine Ridge, City Manager
City Council 16 – 3 5/2/2023
EXHIBIT 1
AGREEMENT WITH JOHNSON-FRANK & ASSOCIATES, INC., TO PROVIDE
ON-CALL PROFESSIONAL LAND SURVEYING SERVICES
THIS AGREEMENT is made and entered into this 2nd day of May, 2023 by and between, Johnson-Frank & Associates, Inc., a California corporation (“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 2, 2019 the City issued a Request for Proposal (“RFP”) No. 19-090, by which it desired to retain a consultant having special skill and knowledge in the field of Professional Land Surveying services on an “on-call” basis for the City’s Public Works Agency.
B.
C.
Consultant submitted a responsive proposal that was among those selected by the city.
Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 19-090.
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
During the term of this Agreement, Consultant shall perform all tasks, services, and obligations described in the scope of work section included within RFP No. 19-090, including providing all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in the “Scope of Services”, which was included in RFP 19-090 and is attached hereto and fully incorporated herein by this reference as Exhibit A, and as more specifically set forth in Consultant’s proposal (excluding fee and cost proposal and resumes), which is attached hereto and fully incorporated herein by this reference as Exhibit B.
2. ALLOWABLE COSTS AND PAYMENTS
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 Consultant’s Fee and Cost Proposal, which is attached hereto and fully incorporated herein by this reference as Exhibit C. Consultant is one of three (3) separate consultants selected to provide services on an on-call basis under RFP 19-090. The total
City Council 16 – 4 5/2/2023
compensation for services provided by all consultants selected under RFP 19-090 shall not exceed the shared aggregate amount of $950,000.00 during the term of this Agreement, including any extension periods as set forth in Section 4, below. b.
c.
Consultant’s Fee and Cost Proposal is attached hereto and fully incorporated herein as Exhibit C. The specified hourly rates shall include direct salary costs, employee benefits, overhead, and fees. These rates are not adjustable for the performance period set forth in this Agreement. In addition, Consultant will be reimbursed for incurred (actual) direct costs other than salary costs that are in the fee and cost proposal and identified in the fee and cost proposal, and in the executed Task Order.
Specific projects will be assigned to Consultant through issuance of Task Orders.
After a project to be performed under this Agreement is identified by City, City will prepare a draft Task Order less the cost estimate. A draft Task Order will identify the scope of services, expected results, project deliverables, period of performance, project schedule and will designate a City Project Coordinator. The draft Task Order will be delivered to Consultant for review. Consultant shall return the draft Task Order within ten (10) calendar days along with a Cost Estimate, including a written estimate of the number of hours and hourly rates per staff person, any anticipated reimbursable expenses, overhead, fee if any, and total dollar amount.
After agreement has been reached on the negotiable items and total cost, the finalized Task Order shall be signed by both City and Consultant. d. Task Orders may be negotiated for a lump sum (Firm Fixed Price) or for specific rates of compensation, both of which must be based on the labor and other rates set forth in Consultant’s Cost Proposal.
e.
f.
Reimbursement for transportation and subsistence costs shall not exceed the rates as specified in the approved Cost Proposal.
When milestone cost estimates are included in the approved Cost Proposal, Consultant shall obtain prior written approval for a revised milestone cost estimate from City before exceeding such estimate.
g.
h.
Progress payments for each Task Order will be made monthly in arrears based on services provided and actual costs incurred.
Consultant shall not commence performance of work or services until this Agreement has been approved by City, and notification to proceed has been issued by City. No payment will be made prior to approval or for any work performed prior to approval of this Agreement.
i. A Task Order is of no force or effect until returned to City and signed by an authorized representative of City. No expenditures are authorized on a project, and work shall not commence until a Task Order for that project has been executed by City.
City Council 16 – 5 5/2/2023
j. Consultant will be reimbursed, as promptly as fiscal procedures will permit upon receipt by City of itemized invoices in triplicate. Separate invoices itemizing all costs are required for all work performed under each Task Order. Invoices shall be submitted no later than 45 calendar days after the performance of work for which Consultant is billing, or upon completion of the Task Order. Invoices shall detail the work performed on each milestone, on each project as applicable. Invoices shall follow the format stipulated for the approved Cost Proposal and shall reference this Agreement number, project title, and Task Order number. Credits due to City that include any equipment purchased under the Equipment Purchase provision of this Agreement must be reimbursed by Consultant prior to the expiration or termination of this Agreement. Invoices shall be mailed to City at the following address: City of Santa Ana, Public Works Agency M-36, 20 Civic Center Plaza, P.O. Box 1988, Santa Ana, CA 92702.
k. The period of performance for Task Orders shall be in accordance with dates specified in the Task Order. No Task Order will be written which extends beyond the expiration date of this Agreement.
l. The total amount payable by City for an individual Task Order shall not exceed the amount agreed to in the Task Order, unless authorized by contract amendment. m. If the Consultant fails to satisfactorily complete a deliverable according to the schedule set forth in a Task Order, no payment will be made until the deliverable has been satisfactorily completed.
n.
o.
Task Orders may not be used to amend this Agreement and may not exceed the scope of work under this Agreement.
The total amount payable by City for all Task Orders resulting from this Agreement shall not exceed an aggregate amount of $950,000.00. It is understood and agreed that there is no guarantee, either expressed or implied, that this dollar amount will be authorized under this Agreement through Task Orders. p. Consultant shall submit progress reports on each specific project in accordance with the Task Order. These reports shall be submitted at least once a month. The report should be sufficiently detailed for the City’s Project Manager to determine, if Consultant is performing to expectations, or is on schedule; to provide communication of interim findings, and to sufficiently address any difficulties or special problems encountered, so remedies can be developed. q.
r.
Consultant’s Project Manager shall meet with City’s Project Manager, as needed, to discuss progress on the project(s).
This Agreement is valid and enforceable only if sufficient funds are made available to the City for the purpose of this Agreement. In addition, this Agreement is subject
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to any additional restrictions, limitations, conditions, or any statute enacted by Congress, the State Legislature, or the City that may affect the provisions, terms or funding of this Agreement in any manner.
3. COST PRINCIPLES AND ADMINISTRATIVE REQUIREMENTS
a.
b.
c.
Consultant agrees that the Contract Cost Principles and Procedures, 48 CFR Part 31, Contract Cost Principals and Procedures, shall be used to determine the allowability of individual terms of cost. et seq., shall be used to determine the cost allowability of individual items.
Consultant agrees to comply with federal procedures in accordance with 2 CFR, Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards.
Any costs for which payment has been made to Consultant that are determined by subsequent audit to be unallowable under 2 CFR, Part 200 and 48 CFR, Federal Acquisition Regulations System, Chapter 1, Part 31.000 et seq., are subject to repayment by Consultant to City.
4. PERFORMANCE PERIOD
a. This Agreement shall go into effect on May 2, 2023, contingent upon approval by City, and Consultant shall commence work after notification to proceed by City.
This Agreement shall end on May 1, 2026, unless terminated earlier in accordance with Section 21, 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.
b.
c.
Consultant is advised that any recommendation for contract award is not binding on City until the Agreement is fully executed and approved by City.
The period of performance for each specific project shall be in accordance with the Task Order for that project. If work on a Task Order is in progress on the expiration date of this Agreement, the terms of the Agreement shall be extended by amendment.
5. STATE PREVAILING WAGE RATES
a. If applicable, Consultant shall comply with the State of California’s General Prevailing Wage Rate requirements in accordance with California Labor Code, Section 1770, and all Federal, State, and local laws and ordinances applicable to the work.
b. Any subcontract entered into as a result of this Agreement, if for more than $25,000 for public works construction or more than $15,000 for the alteration, demolition, repair, or maintenance of public works, shall contain all of the provisions of this
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Section, unless the awarding agency has an approved labor compliance program by the Director of Industrial Relations.
c. When prevailing wages apply to the services described in the scope of work, transportation and subsistence costs shall be reimbursed at the minimum rates set by the Department of Industrial Relations (DIR) as outlined in the applicable Prevailing Wage Determination. See http://www.dir.ca.gov. Consultant shall be responsible for any future adjustments to prevailing wage rates including, but not limited to, base hourly rates and employer payments as determined by the Department of Industrial Relations, Consultant is responsible for paying the appropriate rate, including escalations that take place during the term of the Agreement.
d. When prevailing rates apply, the Consultant is responsible for verifying compliance with certified payroll requirements. Invoice payment will not be made until the invoice is approved by City.
6. 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.
7. 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 subconsultants to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subconsultant 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.
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8. MINIMUM INSURANCE REQUIREMENTS
a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section. b. Insurance coverage shall be at least as broad as:
(i) 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.
(ii) 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.
(iii)
(iv)
(v)
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.
Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant’s profession, with limit no less than $1,000,000 per occurrence or claim, $2,000,000 aggregate.
If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the Entity 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 Entity.
c. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions:
(i) Additional Insured Status. The Entity, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33,
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or CG 20 38; and CG 20 37 forms if later revisions used). (ii) 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 Entity, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the Entity, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it. (iii)
(iv)
Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the Entity.
Waiver of Subrogation. Consultant hereby grants to Entity a waiver of any right to subrogation which any insurer of said Consultant may acquire against the Entity 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 Entity has received a waiver of subrogation endorsement from the insurer.
(v) Self-Insured Retentions. Self-insured retentions must be declared to and approved by the Entity. The Entity 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 Entity.
(vi) 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 Entity.
(vii) Claims Made Policies. If any of the required policies provide coverage on a claims-made basis:
i.
ii.
The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
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 contract work.
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(viii) Verification of Coverage. Consultant shall furnish the Entity 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 Entity 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 Entity reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
(ix) Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that Entity is an additional insured on insurance required from subcontractors.
(x) Special Risks or Circumstances. Entity 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. 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 subconsultants, 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, 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.
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10. 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.
11. RETENTION OF RECORDS/AUDIT
For the purpose of determining compliance with Public Contract Code 10115, et seq. and Title 21, California Code of Regulations, Chapter 21, Section 2500 et seq., when applicable, and other matters connected with the performance of this Agreement, pursuant to Government Code 8546.7, Consultant, subconsultants, and City shall maintain and make available for inspection all books, documents, papers, accounting records, and other evidence pertaining to the performance of the Agreement, including but not limited to, the costs of administering the Agreement. All parties shall make such materials available at their respective offices at all reasonable times during the Agreement period and for three years from the date of final payment under the Agreement. The state, State Auditor, City, FHWA, or any duly authorized representative of the Federal Government shall have access to any books, records, and documents of Consultant and its certified public accountants work papers that are pertinent to the contract and indirect cost rates (ICR) for audit, examinations, workpaper review, excerpts, and transactions, and copies thereof shall be furnished if requested.
12. AUDIT REVIEW PROCEDURES
a.
b.
c.
Any dispute concerning a question of fact arising under an interim or post audit of this Agreement that is not disposed of by mutual agreement shall be reviewed by the City.
Not later than 30 days after issuance of the final audit report, Consultant may request a review by the City of unresolved audit issues. The request for review will be submitted in writing, submitted to the project manager of RFP.
Neither the pendency of a dispute nor its consideration by City will excuse Consultant from full and timely performance in accordance with the terms of this Agreement.
13. 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
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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.
14. CONFLICT OF INTEREST
a. Consultant shall disclose any financial, business, or other relationship with City that may have an impact upon the outcome of this Agreement, or any ensuing City construction project. Consultant shall also list current clients who may have a financial interest in the outcome of this Agreement, or any ensuing City construction project that will follow.
b.
c.
Consultant hereby certifies that it does not now have, nor shall it acquire any financial or business interest that would conflict with the performance of services under this Agreement.
Consultant agrees to complete any statements of economic interest if required by either City ordinance or State law.
15. REBATES, KICKBACKS, OR OTHER UNLAWFUL CONSIDERATION Consultant warrants that this Agreement was not obtained or secured through rebates kickbacks or other unlawful consideration, either promised or paid to any City employee. For breach or violation of this warranty, City shall have the right in its discretion; to terminate the contract without liability; to pay only for the value of the work actually performed; or to deduct from the contract price; or otherwise recover the full amount of such rebate, kickback or other unlawful consideration.
16. 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: Jennifer L. Hall
City Clerk
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
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Fax 714- 647-6956
Executive Director
Public Works Agency City of Santa Ana
20 Civic Center Plaza
P.O. Box 1988
Santa Ana, CA 92702
Fax 714-647-5635
To Consultant: Johnson-Frank & Associates, Inc.
Attn: Alan D. Frank, President
5150 E. Hunter Ave.
Anaheim, CA 92807
Fax: (714) 777-1641
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 timeframes, weekends, federal, state, County or City holidays shall be excluded.
17. 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.
18. SUBCONTRACTING
a. Nothing contained in this Agreement or otherwise, shall create any contractual relation between City and any subconsultant(s), and no subcontract shall relieve Consultant of its responsibilities and obligations hereunder. Consultant agrees to be as fully responsible to City for the acts and omissions of its subconsultant(s) and of persons either directly or indirectly employed by any of them as it is for the acts and omissions of persons directly employed by Consultant. Consultant’s obligation to pay its subconsultant(s) is an independent obligation from City’s obligation to
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make payments to the Consultant.
b. Consultant shall perform the work contemplated with resources available within its own organization and no portion of the work pertinent to this Agreement shall be subcontracted without written authorization by City, except that which is expressly identified in the approved Cost Proposal.
c.
d.
e.
Consultant shall pay its subconsultants within fifteen (15) calendar days from receipt of each payment made to Consultant by City.
All subcontracts entered into as a result of this Agreement shall contain all the provisions stipulated in this Agreement to be applicable to subconsultants.
Any substitution of subconsultant(s) must be approved in writing by City prior to the start of work by the subconsultant(s).
19. EQUIPMENT PURCHASE
a.
b.
c.
Prior authorization in writing by City shall be required before Consultant enters into any unbudgeted purchase order, or subcontract exceeding $5,000 for supplies, equipment, or consultant services. Consultant shall provide an evaluation of the necessity or desirability of incurring such costs.
For purchase of any item, service or consulting work not covered in Consultant’s Cost Proposal and exceeding $5,000 prior authorization by City, three competitive quotations must be submitted with the request, or the absence of bidding must be adequately justified.
Any equipment purchased as a result of this Agreement is subject to the following condition: “Consultant shall maintain an inventory of all nonexpendable property.
Nonexpendable property is defined as having a useful life of at least two years and an acquisition cost of $5,000 or more. If the purchased equipment needs replacement and is sold or traded in, City shall receive a proper refund or credit at the conclusion of the Agreement, or if the Agreement is terminated, Consultant may either keep the equipment and credit City in an amount equal to its fair market value, or sell such equipment at the best price obtainable at a public or private sale, in accordance with established City procedures and credit City in an amount equal to the sales price. If Consultant elects to keep the equipment, fair market value shall be determined at Consultant’s expense, based on a competent independent appraisal of such equipment. Appraisals shall be obtained from an appraiser mutually agreeable to by City and Consultant. If it is determined to sell the equipment, the terms and conditions of such sale must be approved in advance by City.” 2 CFR, Part 200 requires a credit to Federal funds when participating equipment with a fair market value greater than $5,000 is credited to the project.
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20. 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.
21. TERMINATION
a. City reserves the right to terminate this Agreement upon thirty (30) calendar days written notice to Consultant with the reasons for termination stated in the notice.
Upon termination, City shall be entitled to all work including but not limited to, reports, investigations, appraisals, inventories, studies, analyses, drawings and data estimates performed to that date, whether completed or not. b. Notwithstanding any provisions of this Agreement, Consultant shall not be relieved of liability to City for damages sustained by the City by virtue of any breach of this Agreement by Consultant, and City may withhold any payments due to Consultant until such time as the exact amount of damages, if any, due City from Consultant is determined.
22. 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.
23. 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.
24. STATEMENT OF COMPLIANCE
a. Consultant’s signature affixed herein, and dated, shall constitute a certification under penalty of perjury under the laws of the State of California that Consultant has, unless exempt, complied with, the nondiscrimination program requirements of Government Code Section 12990 and Title 2, California Administrative Code, Section 11102.
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b. During the performance of this Agreement, Consultant and its subconsultants shall not unlawfully discriminate, harass, or allow harassment against any employee or applicant for employment because of sex, race, color, ancestry, religious creed, national origin, physical disability (including HIV and AIDS), mental disability, medical condition (e.g., cancer), age (over 40), marital status, gender, gender identity, gender expression, sexual orientation, military or veteran status, and denial of family care leave. Consultant and subconsultants shall insure that the evaluation and treatment of their employees and applicants for employment are free from such discrimination and harassment.
c. Consultant and subconsultants shall comply with the provisions of the Fair Employment and Housing Act (Gov. Code §12990 (a-f) et seq.) and the applicable regulations promulgated thereunder (California Code of Regulations, Title 2, Section 7285 et seq.). The applicable regulations of the Fair Employment and Housing Commission implementing Government Code Section 12990 (a-f), set forth in Chapter 5 of Division 4 of Title 2 of the California Code of Regulations, are incorporated into this Agreement by reference and made a part hereof as if set forth in full. Consultant and its subconsultants shall give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other Agreement.
d. The Consultant shall comply with regulations relative to Title VI (nondiscrimination in federally assisted programs of the Department of Transportation – Title 49 Code of Federal Regulations, Part 21 – Effectuation of Title VI of the 1964 Civil Rights Act). Title VI provides that the recipients of federal assistance will implement and maintain a policy of nondiscrimination in which no person in the state of California shall, on the basis of race, color, national origin, religion, sex, age, disability, be excluded from participation in, denied the benefits of or subject to discrimination under any program or activity by the recipients of federal assistance or their assignees and successors in interest. e. The Consultant, with regard to the work performed by it during the Agreement shall act in accordance with Title VI. Specifically, the Consultant shall not discriminate on the basis of race, color, national origin, religion, sex, age, or disability in the selection and retention of subconsultants, including procurement of materials and leases of equipment. The Consultant shall not participate either directly or indirectly in the discrimination prohibited by Section 21.5 of the U.S. DOT’s Regulations, including employment practices when the Agreement covers a program whose goal is employment.
f. Consultant, subrecipient or subconsultant will never exclude any person from participation in, deny any person the benefits of, or otherwise discriminate against anyone in connection with the award and performance of any contract covered by 40 Code of Federal Regulations Part 26 on the basis of race, color, sex or national origin. In administering the City components of the Disadvantaged Business
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Enterprises (DBE) Program Plan, Consultant, subreceipient or subconsultant will not, directly, or through contractual or other arrangements, use criteria or methods of administration that have the effect of defeating or substantially impairing accomplishment of the objectives of the DBE Program Plan with respect to individuals of a particular race, color, sex, or national origin. g. Under 49 CFR 26.13(b): Consultant shall not discriminate on the basis of race, color, national origin, or sex in the performance of this Agreement, Consultant shall carryout applicable requirements of 49 CFR 26 in the award and administration of federal-aid contracts.
Failure by Consultant to carry out these requirements is a material breach of this Agreement, which may result in the termination of this Agreement or such other remedy, which the City deems appropriate, which may include, but is not limited to:
1) Withholding monthly progress payment if applicable;
2) Assessing sanctions;
3) Liquidating damages; and/or
4) Disqualifying consultant from future proposing as non-responsible. h. Termination and Substitution of DBE Subconsultants. Consultant shall utilize the specific DBEs listed to perform the work and supply the materials for which each is listed unless Consultant or DBE subconsultant obtains the City’s written consent.
Consultant shall not terminate or substitute a listed DBE for convenience and perform work with their own forces or obtain materials from other sources without authorization from City. Unless the City’s consent is provided, the Consultant shall not be entitled to any payment for work or material unless it is performed or supplied by the listed DBE on the Exhibit 10-02 Consultant Contract DBE Commitment form, included in the Bid.
i. Consultant shall notify City’s designated representative of any changes to its anticipated DBE participation before starting the affected work. Consultant shall notify City of any notices of decertification or certification regarding a subconsultant’s DBE status.
j. Consultant shall provide all required DBE forms to the City as required pursuant to applicable law.
k.
l.
All certifications required for the Bid are attached hereto as part of Exhibit B to the Agreement.
In all solicitations either by competitive bidding or negotiation made by Consultant for work to be performed under a Sub- agreement, including procurements of materials or leases of equipment, each potential sub-applicant or supplier shall be notified by Consultant of the Consultant’s obligations under this Agreement and
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the Regulations relative to nondiscrimination on the grounds of race, color, or national origin.
m. Consultant shall provide all information and reports required by the Regulations, or directives issued pursuant thereto, and shall permit access to its books, records, accounts, other sources of information, and its facilities as may be determined by the recipient or FHWA to be pertinent to ascertain compliance with such Regulations or directives. Where any information required of Consultant is in the exclusive possession of another who fails or refuses to furnish this information, Consultant shall so certify to the recipient or FHWA as appropriate, and shall set forth what efforts Consultant has made to obtain the information. n. In the event of Consultant’s noncompliance with the nondiscrimination provisions of this agreement, the recipient shall impose such agreement sanctions as it or the FHWA may determine to be appropriate, including, but not limited to:
i. Withholding of payments to Consultant under the Agreement within a reasonable period of time, not to exceed 90 days; and/or ii. Cancellation, termination or suspension of the Agreement, in whole or in part.
o. Consultant shall include the provisions of paragraphs a. through p. in every sub-agreement, including procurements of materials and leases of equipment, unless exempt by the Regulations, or directives issued pursuant thereto.
Consultant shall take such action with respect to any sub-agreement or procurement as the recipient or FHWA may direct as a means of enforcing such provisions including sanctions for noncompliance, provided, however, that, in the event Consultant becomes involved in, or is threatened with, litigation with a sub-applicant or supplier as a result of such direction, Consultant may request the recipient enter into such litigation to protect the interests of the State, and, in addition, Consultant may request the United States to enter into such litigation to protect the interests of the United States.
p. During the performance of this contract, the Consultant, for itself, its assignees, and successors in interest (hereinafter referred to as the “Consultant”) agrees to comply with the following nondiscrimination statutes and authorities, including, but not limited to the following Pertinent Non-Discrimination Authorities:
• Title VI of the Civil Rights Act of 1964 (42 U.S.C. § 2000d et seq., 78 stat. 252), prohibits discrimination on the basis of race, color, national origin); and 49 CFR Part 21.
• The Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970, (42 U.S.C. § 4601), (prohibits unfair treatment of persons displaced or whose property has been acquired because of Federal or Federal-aid programs and projects);
City Council 16 – 19 5/2/2023
• Federal-Aid Highway Act of 1973, (23 U.S.C. § 324 et seq.), prohibits discrimination on the basis of sex;
Section 504 of the Rehabilitation Act of 1973, (29 U.S.C. § 794 et seq.), as amended, (prohibits discrimination on the basis of disability); and 49 CR Part 27; The Age Discrimination Act of 1975, as amended, (42 U.S.C. § 6101 et seq.), prohibits discrimination on the basis of age);
Airport and Airway Improvement Act of 1982, (49 U.S.C. § 471, Section •
•
•
47123), as amended, (prohibits discrimination based on race, creed, color, national origin, or sex);
• The Civil Rights Restoration Act of 1987, (PL 100-209), (Broadened the scope, coverage and applicability of Title VI of the Civil Rights Act of 1964, The Age Discrimination Act of 1975 and Section 504 of the Rehabilitation Act of 1973, by expanding the definition of the terms “programs or activities” to include all of the programs or activities of the Federal-aid recipients, sub-recipients and contractors, whether such programs or activities are Federally funded or not); • Titles II and III of the Americans with Disabilities Act, which prohibit discrimination of the basis of disability in the operation of public entities, public and private transportation systems, places of public accommodation, and certain testing entities (42 U.S.C. §§ 12131 – 12189) as implemented by Department of Transportation regulations 49 C.F.R. parts 37 and 38;
• The Federal Aviation Administration’s Non-discrimination statute (49 U.S.C. § 47123) (prohibits discrimination on the basis of race, color, national origin, and sex);
• Executive Order 12898, Federal Actions to Address Environmental Justice in Minority Populations and Low-Income Populations, which ensures discrimination against minority populations by discouraging programs, policies, and activities with disproportionately high and adverse human health or environmental effects on minority and low-income populations; • Executive Order 13166, Improving Access to Services for Persons with Limited English Proficiency, and resulting agency guidance, national origin discrimination includes discrimination because of Limited English Proficiency (LEP). To ensure compliance with Title VI, you must take reasonable steps to ensure that LEP persons have meaningful access to your programs (70 Fed. Reg. at 74087 to 74100);
• Title IX of the Education Amendments of 1972, as amended, which prohibits you from discriminating because of sex in education programs or activities (20 U.S.C.1681 et seq).
25. DEBARMENT AND SUSPENSION CERTIFICATION
a. Consultant’s signature affixed herein, shall constitute a certification under penalty of perjury under the laws of the State of California, that Consultant has complied with Title 2 CFR, Part 180, “OMB Guidelines to Agencies on Government wide Debarment and Suspension (nonprocurement)”, which certifies that he/she or any person associated therewith in the capacity of owner, partner, director, officer, or manager, is not currently under suspension, debarment, voluntary exclusion, or
City Council 16 – 20 5/2/2023
determination of ineligibility by any federal agency; has not been suspended, debarred, voluntarily excluded, or determined ineligible by any federal agency within the past three (3) years; does not have a proposed debarment pending; and has not been indicted, convicted, or had a civil judgment rendered against it by a court of competent jurisdiction in any matter involving fraud or official misconduct within the past three (3) years. Any exceptions to this certification must be disclosed to City.
b. Exceptions to the Federal Government Excluded Parties List System maintained by the General Services Administration are to be determined by the Federal Highway Administration.
26. 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 following page]
City Council 16 – 21 5/2/2023
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written.
ATTEST: CITY OF SANTA ANA
_______________________
Jennifer L. Hall
_______________________
Kristine Ridge
City Clerk City Manager
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
JOHNSON-FRANK & ASSOCIATES,
INC.
By _ ___
Brandon Salvatierra
Deputy City Attorney
By: Alan D. Frank, PLS
Title: President
RECOMMENDED FOR APPROVAL:
________________________
Nabil Saba
Executive Director,
Public Works Agency
City Council 16 – 22 5/2/2023
EXHIBIT A
City Council 16 – 23 5/2/2023
Appendix
ATTACHMENT 1
SCOPE OF WORK
CITY OF SANTA ANA
REQUEST FOR PROPOSALS
FOR
PROFESSIONAL LAND SURVEYING SERVICES
RFP NO.: 19-090
Introduction and Background:
The City of Santa Ana intends to retain Professional Land Surveyors, licensed in the State of California, to perform land surveying services on an as-needed or “on-call” basis, or project basis for Capital Improvement Program (CIP) projects, and/or for projects under construction. Specific services shall be on-call and shall include all duties typically expected of a Professional Land Surveyor or surveying firm.
A Professional Services Agreement will be entered into with several of the qualified firms/consultant(s) to provide Professional Land Surveying services for a variety of projects on an on-call basis. On an on-call, as-needed basis, the selected firm(s) may be asked to provide professional services on specific, project-by-project basis, based on an agreed-upon specific scope of services and fees.
In general, work consists of general Land Professional Surveying services for Public Works Projects and or related to City facilities. The funding sources for each project may vary for each project/task order assignment shall comply with the funding agency’s requirements. The consultant shall be able to assist the City through this contract to provide the necessary services.
The consultant shall utilize in-house staff and/or sub-consultants to complete the assignments to meet the City standards. For specialized work for which the prime consultant shall require a sub-consultant, the prime consultant shall serve as an administrative liaison between the City and the sub-consultant.
Prime consultant mark-ups for sub-consultant work will not be allowed.
All proposals, plans, drawings, specifications, estimates, grant applications, and/or studies will be subject to the final approval and satisfaction of the City of Santa Ana.
Scope of Services
On as needed basis, the selected firm/s shall provide the City with the following services as described herein. A California-licensed land surveyor shall be in responsible charge of all survey work performed under this agreement.
City of Santa Ana RFP 19-090
Page A1-1
City Council 16 – 24 5/2/2023
The consulting firm/s selected for these services shall demonstrate the ability and experience in the following types or work and not limited to:
A. Prepare legal descriptions, plats and maps for subdividing property B. Research existing County and City records for survey monuments within the project area.
Prior to any clearing, removal, or excavation efforts, perform a diligent search for property line monuments, street centerline monuments, and benchmarks within the project area, recording their identities and precise locations in reference to monuments or witness monuments that will not be disturbed during construction. The records of these monuments and references shall conform to Section 8771 of the Business and Professions Code of the State of California. After completion of the construction, any monument disturbed or removed during construction shall be reset, conforming to Section 8771. Each centerline intersection shall be drawn on a single Corner Record showing local tie points and tie distances. A pdf copy of the final receded Corner Record shall be submitted to the City.
C. Perform boundary line adjustments
D. Perform monument perpetuation/preservation in areas that will be impacted by City projects
o Includes site investigation for existing monumentation, with a report provided to the City with recommendations.
o May include pre- and post-construction records
E. Replace lost or obliterated property corners
F. Set boundary markers or property corners, also known as monuments G. Retrace boundaries for fences and other purposes
H. Locate, relocate, establish, reestablish, or retrace, or retrace any property line or boundary of any parcel of land, right-of-way, easement, or alignment of those lines or boundaries I. Prepare legal descriptions and information shown with the description of any deed or other title document
J. Prepare Record of Surveys
Map Checking Services
A. Information furnished by the City for checking will be roughly as follows: 1 set of Exhibits, title reports, reference documents (Deed, Parcel Map, Tract Map, etc.), traverse closures, and improvement plans.
B. Prepare maps or plats
C. Review Exhibits for technical correctness and completeness, consistency with the City guidelines and requirements, compliance with the Subdivision Map Act, and acceptance for recording.
D. Review title report and existing easements for correct plotting and references.
E. Review improvement plans associated with the project to ensure the Exhibits correctly identify the limits and location as shown on the improvement plans.
F. Provide a set of redline check prints showing the redlined comments, and required City of Santa Ana RFP 19-090
Page A1-2
City Council 16 – 25 5/2/2023
corrections and information.
G. Provide a check letter covering the major required comments, and corrections and instruction for future submittals.
H. Provide a timesheet at the end of every review to include, but is not limited to, project name, review number, dates, review hours, hourly rate, and total cost.
I. Review maps and/or surveys such as Parcel Maps, Final Maps, or Tentative Maps Construction Services
A. Stake the location of fixed engineering works for construction purposes. Provide construction staking for project improvements. Records of the line and grade stakes (cut sheets) shall be on forms provided by the City, and the originals shall become the property of the City upon completion of each survey request. The City will provide digital construction plans and specifications for each project.
B. Set line and grade stakes in accordance with the plans and specifications. Notify the City immediately of any discrepancies or design errors discovered on the plans during staking or when verifying the line and grade of existing improvements at join points.
C. Complete the construction staking within the time frame as specified on the Survey Request Form, or (given minimum notice) commence the staking no longer than two working days from receipt of the request, providing continuous service until the request is complete.
D. Furnish all office support, labor, materials, equipment, tools and incidentals necessary to complete the specified surveys. The costs for these items shall be included in the hourly or lump sum costs and no additional compensation will be allowed therefor.
Miscellaneous Services
A. Investigate boundary discrepancies
B. Locate, relocate, establish, reestablish, or retrace the alignment or elevation for any of the fixed works embraced within the practice of civil engineering C. Determine contours of the earth’s surface for topographic maps D. Photogrammetric surveying or aerial topographic mapping or aerial photography E. Provide Professional Land Surveying services as requested. A detailed scope of work will be outlined when specific project is assigned to the consultant. Services shall include, but are not limited to, cross-sections, intersection grids, centerline determination, digital terrain models (dtm), right of way determination, utility profiles and exhibits.
F. Generate a computer drawing in Microstation V8 format as well as the sample survey City of Santa Ana RFP 19-090
Page A1-3
City Council 16 – 26 5/2/2023
drawing on the City of Santa Ana website listed in item K below.
G. All survey needs to be prepared to the satisfaction of the City’s Surveyor and meet the following standards:
H. Horizontal control shall be based on the 1983 North American Datum (NAD83), tied to a minimum of two proximate County of Orange, CCS83, Zone VI, 1991.35 Epoch Adjustment control points. Project coordinate values shall be provided in U.S. Survey Feet. The County control points shall determine the Basis of Bearing for the project.
I. Vertical control shall be based on the North American Vertical Datum of 1988 (NAVD88), tied to a minimum of two proximate County of Orange bench marks. Project elevations shall be provided in U.S. Survey Feet.
J. Horizontal alignment(s) for the project shall be tied to the survey centerline monuments within the project area.
K. With the coordinate values, a full location and detailed description, including point character with reference(s), shall be provided for all found and set monuments for the project. For this purpose, a sketch of the control network is required.
L. Copies of all survey field notes and raw data files shall be provided along with a listing of the final coordinates for all surveyed points. The digital file format for the listing shall be: point number, northing, easting, elevation, description (comma delineated with no spaces, one point per line). The coordinate precision shall be one hundredth of a foot.
M. At any given time the City may need to mobilize survey crews to different project sites, the consultant shall have a minimum of three (3) survey crews for mobilization.
N. All City CADD standards as well as Microstation configuration files are located at:
http://www.santa-ana.org/pwa/EngineeringServices.asp
Other Terms and Conditions:
1. The project will be implemented in compliance with the City of Santa Ana’s policies, as well as Prevailing Wages and State/Federal Requirements.
2. The City regards the inclusion of California based designs, engineering, and construction professionals, facilities, and services as part of the Team to be highly desirable, but not mandatory.
3. The City reserves the right to amend this Request for Proposal by addendum prior to the final dates of submission.
4. All reports, proposals, or other data or materials which are submitted shall become the sole property of the City of Santa Ana with the exception of the confidential Financial Capacity information and sealed fee proposals which will be returned to all proposers after award of City of Santa Ana RFP 19-090
Page A1-4
City Council 16 – 27 5/2/2023
contract to the selected Team.
5. All products used or developed in the execution of any contract resulting from this request will remain in the public domain at the completion of this project.
6. The City has an affirmative action program. The purpose of the affirmative action program is to encourage certified minority business enterprises and women business enterprises. All submitting firms must have established affirmative action programs approvable by the City.
During the RFP stage, all firms will need to complete a “Certification of Non-Discrimination by Contractors” for each firm on their team.
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 LAPM Exhibit 10-K: Consultant Certification of Contract Costs and Financial management System
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:
Prior to contract award and dependent on contract award amount, the selected Consultant 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 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 of Santa Ana RFP 19-090
Page A1-5
City Council 16 – 28 5/2/2023
EXHIBIT B
City Council 16 – 29 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
5150 E. Hunter Ave.
(714) 777-8877
Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 30 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
COVER LETTER ........................................................................................................................... ii FIRM & TEAM EXPERIENCE..................................................................................................... 1 COMPANY ORGANIZATIONAL CHART ................................................................................. 5 UNDERSTANDING OF NEED..................................................................................................... 6 SIMILAR PAST PROJECTS ....................................................................................................... 11 ATTACHMENT 1 - RESUMES / PROJECT STAFF ................................................................. 21 Exhibit A - Certification and Pricing............................................................................................ 26 Exhibit B - References.................................................................................................................. 27 Exhibit C - Proposers Statement................................................................................................... 28 Exhibit D - Non-Collusion Affidavit............................................................................................ 29 Exhibit E - Non-Lobbying Certification....................................................................................... 31 Exhibit F - Non-discrimination Certification................................................................................ 32 Exhibit G - Sample Insurance Endorsement................................................................................. 33 The following proposal shall be valid for a period of ninety (90) days from the date of submittal. ___
President
5150 E. Hunter Ave.
(714) 777-8877
i Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 31 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
October 23, 2019
Mr. Sean Thomas, PE
Public Works Agency
City of Santa Ana
20 Civic Center Plaza
Santa Ana, CA 92701
Re: Request for Proposal (RFP No. 19-090) to provide On-Call Construction Surveying Services to the City of Santa Ana
Pursuant to the request for proposal referenced above, we respectfully submit the attached proposal and qualifications package for your review. As this submittal will show, Johnson-Frank tailors its services to public agency entities. Our firm does very little private sector work.
Rather, our firm strives to be, and has become, an extension of public agency staff for many of our clients, including several Cities.
We firmly believe that it is our ongoing experience with the City of Santa Ana that affords us a somewhat exclusive level of qualification for the upcoming contract. Over the duration of our past on-call surveying services contract, we have performed dozens of projects, (construction staking, monument preservation, Record of Survey, topographic mapping, the review and preparation of legal descriptions for Right of Way acquisition, etc…), for various project managers. Without exception, City staff has expressed their satisfaction with our professional services, time and time again. This successful track record, one of consistency and quality, has allowed us to develop deep working relationships with the many project managers we have been fortunate to work with. These relationships have afforded us to work more like business partners with the City, allowing information and expectations to flow freely in both directions. Our ‘oneon-one’ style, coupled with the level of trust that has been developed between our management staff and the City, truly places us in a unique position with regard to the level of qualification our firm possesses.
We believe that our team, the JFA Team, is an unbeatable assembly of professionals, a team to which there is no rival. We thank you for considering our team and for providing us this opportunity. We look forward to the potential of working with you. Please feel free to contact me directly during the proposal evaluation period at 5150 E. Hunter Ave., Anaheim, CA 92807, (714) 777-8877 x107, [email protected].
Sincerely,
Alan D. Frank, PLS 7172
President
5150 E. Hunter Ave.
(714) 777-8877
ii Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 32 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
FIRM & TEAM
EXPERIENCE
Johnson-Frank's solutions are singularly tailored to meet our client's goals. As a full service land surveying firm, the Johnson-Frank staff includes registered and degreed land surveyors as well as highly experienced support technicians. The Firm's equipment represents the latest surveying technology. From its' offices in Anaheim, California, Johnson Frank provides services throughout the United States.
Surveying Services
Construction Surveys
Monument Practical, Extensive Experience Preservation Right of Way Johnson-Frank provides a wide range of land surveying services to an equally wide range of private and public sector clients. These services include the review of subdivision maps, final maps, parcel maps, and records of surveys for numerous local public agencies such as the cities of Cities of Irvine, Mission Viejo, Laguna Niguel, Covina, and the County of Orange. The Firm also serves as the City Surveyor for the cities of Laguna Niguel and Mission Viejo.
Engineering
Map Checking
Cadastral Surveys
Boundary Surveys
High Precision
Horizontal and
Vertical Geodetic
Control
Global Positioning
Johnson-Frank is well versed in serving county and federal agencies.
The Firm has served as the on-call surveyor for the U.S. Forest Service's Southern Nevada Acquisition Office for the last five years.
The Firm began a relationship with the U.S. Army Corps of Engineers, Los Angeles District, in 1980 and has been on an on-call basis since that time. As the founders of Johnson-Frank emerged from the ranks of the Orange County Surveyor's (OCS) Office, the Firm has served as an extension of that agency on an as needed basis since 1975.
System Surveys
Resource Grade,
Economical GIS Data
Acquisition
Aerial Mapping and
Aerial Control Surveys
Topographic Mapping
Surveys
The Firm has received numerous awards and letters of appreciation from its' clients over the years. The Firm received outstanding performance evaluations from the U.S. Forest Service for projects completed from 2003 to 2010. The firm also received Excellent and Very Good performance ratings from Los Angeles District, U.S. Army Corps of Engineers for projects completed since 2006 under the current on-call contract, plus numerous Excellent and Very Good ratings under the previous contract from 2000 through 2005. The Firm has also received numerous letters of appreciation from clients, both public and private, including attorney Warren Wimer, private firm RBF Consulting, the City of El Monte, and the BLM, to name a few.
From relatively small staking projects to large-scale governmental horizontal and vertical control surveys, the Firm's surveying and mapping capabilities are second to none. Global Positioning System receivers are utilized, as well as conventional total stations and first order leveling equipment. Because Johnson-Frank routinely integrates varied skills with the latest technology, results are optimized and, more importantly, clients' goals are met precisely and efficiently. 5150 E. Hunter Ave.
(714) 777-8877
1 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 33 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
Public
Service
Agency Johnson-Frank's concentration on
public sector clients bolsters our
familiarity with codes, ordinances, and
personnel of the area's municipalities
and government agencies. This focus
is reflected in the surveying services
provided. The Firm enjoys an
excellent reputation for its field
research, field surveys, and its
knowledge of survey practices and
documentation. That reputation
extends to Johnson-Frank's knowledge
of local policies. Some municipalities
and government agencies regard Johnson-Frank was selected by the Orange County Surveyor to set 200
aerial targets to facilitate aerial mapping
of the El Toro Marine Corps Air Station.
Johnson-Frank as an extension of
their own staff.
A Standard of Excellence on which Government Agencies and Municipalities Can Confidently Rely
Johnson-Frank has an enviable depth of government agency and municipality surveying experience. That experience is manifested by an exciting array of projects in which the Firm is, or has been, involved, including:
Boundary Surveying, Right of Way Engineering, and Map Checking
Earth Movement Monitoring Studies
Bridge Layouts
Digital Terrain Modeling and Earthwork Quantity Calculations Planning, Establishment, and Maintenance of Precise
Horizontal and Vertical Control Networks
Three Dimensional Computer Aided Mapping
Aerial Photography and Airborne GPS Controlled Aerial
Photography
Aerial Mapping Including Ground Control, Map Compilation, Johnson-Frank was selected by the City and Analytical Bridging of Irvine to provide construction layout
for the Barranca bridge which spans the
I-5 Freeway. Beyond our extensive experience, technical expertise and our ongoing acquisition of the latest, most advanced equipment, the Firm's success can be partially attributed to an emphasis on old-fashioned communications skills. Johnson-Frank's internal communication network results in all of our people understanding the role, goals, and expectations of the agency for which the Firm is working. Experience indicates that an open dialogue results in projects that are brought in on time and at projected costs.
5150 E. Hunter Ave.
(714) 777-8877
2 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 34 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
Financial Stability Johnson-Frank & Associates, Inc. is financially sound. We have remained fiscally sound throughout our 39-year existence in spite of the economic downturns experienced by the County of Orange and the economy in general. We have outlasted many other firms who could not withstand the economic impact. Through our sound fiscal policies, we keep our debts at a minimum and our clients' satisfaction at a maximum. As a result of these policies, Johnson-Frank enjoys an outstanding credit record and can easily finance any project specific expansion necessary.
Solid Financial Policies
Never Involved in
Litigation
Our firm also stands on solid ground legally. We have never been involved in any litigation and have never had any claims against our $2,000,000 Professional Liability Errors and Omissions insurance.
Demonstrated Ability Johnson-Frank & Associates, Inc. handles all projects with the same superior level of competency and enthusiasm. We have provided land surveying services for projects ranging from neighborhood shopping centers to planned communities, large scale communications networks, and transportation facilities. All projects were completed with focus on the clients' needs, resulting in success through satisfaction.
Clients' Success Depends
on Communication and
Understanding
The attribute that truly distinguishes Johnson-Frank & Associates, Inc. from other full service firms is our ability and commitment to communicate on an ongoing basis with our clients. Our experience shows that most projects require a continuing dialogue insuring that client' goals are constantly fine-tuned so that the final results will reflect the clients' very latest input.
Quality on Time Our firm has performed all types of surveying services, including unique services that private firms are not often accustomed to providing, such as city or county wide horizontal and vertical control networks and geodetic leveling for subsidence monitoring. We work seamlessly as an extension of our client, whether they are a private entity or a governmental agency. Our rigorous attention to detail provides our clients with the utmost confidence in our services and has prevented our firm from ever being involved in any litigation.
US Corps of Engineers
Award 1994, 2001, 2002,
2003, 2004, 2005, 2006,
2007, 2008, 2009, 2010,
2011, 2012, 2013, 2014,
2015, 2016, 2017, 2018,
and 2019
We continually receive outstanding performance evaluations from the Los Angeles District, U.S. Army Corps of Engineers. In addition, we are the only contractor for the LA District that has always been on time and within budget! We have received numerous very good and excellent performance ratings over the years from the Southwest Division U.S. Naval Facilities Engineering Command, the LA District, US Army Corps of Engineers, and the US Forest Service.
US Navy
Award 1998 & 2001
5150 E. Hunter Ave.
(714) 777-8877
3 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 35 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
PHOTOGRAMMETRIC SUB-CONSULTANT
Geospatial Professional Solutions Inc. (GPSi) Traces its roots back to the old Airborne Systems, Inc. Located in Anaheim, California, which was subsequently bought
out by Stewart Geo Technologies Inc. (SGT Irvine,
CA). When Stewart Title corporate office decided to
shutdown the SGT operations in Irvine and Phoenix AZ
in June 2007, the two key project managers Paul
Hamilton-Rivers, and Ramon B. Ramos co-founded
GPSi along with Alice Ramos to continue the long tradition of providing high quality photogrammetric mapping and aerial imaging products and services. GPSi was incorporated in California on May 29, 2007. It bought most of the assets of SGT (Irvine) and retained its core production staff thus maintaining the capability to service public agencies and companies engaged in the design, construction and management of public works, infrastructure systems, and the management of natural resources. GPSi has the manpower and equipment to accommodate timecritical and technically demanding projects and supports the missions of its clientele with a broad range of geospatial technologies.
Company Profile
Headquartered in Costa Mesa, CA, GPSi
features the next generation of geospatial
solutions that encompasses aerial image
acquisition using the UltraCamLp digital aerial
mapping camera, photogrammetry, remote
sensing, and Geographic Information Systems.
We are a certified small business (VSBE) &
Woman-owned Minority Business Enterprise
(WMBE). Our leadership team has a 29-year
legacy of success in meeting and exceeding our
clients’ mission-critical needs that have
rigorous mapping, CADD, GIS and orthophoto standards and specifications. This is reflected in our high client retention rate, along with a legion of satisfied customers.
GPSi is proud to be the only California-based mapping company to offer the UltraCamLp, a Microsoft Vexcel digital aerial mapping camera tailored for high accuracy, design grade engineering mapping. With a 92 megapixel image format, a 1:2.2 pan sharpen ratio that collects PAN, RGB and NIR in parallel, and forward motion compensation by Time Delayed Integration (TDI), this camera delivers the same technical capabilities of larger models. The ability to deliver true-color and color-infrared (CIR) image quality with unmatched radiometric range, makes it ideal for small to medium sized large-scale, photogrammetric projects, high-resolution orthophoto production, precision photogrammetry, corridor mapping, and LiDAR integration. 5150 E. Hunter Ave.
(714) 777-8877
4 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 36 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
COMPANY ORGANIZATIONAL CHART
The following diagram represents the organization of the company as of this writing.
Johnson-Frank& Assoc.,Inc.
Roger A. Frank, PLS
President / CEO
(Quality Control/ProjectSurveyorthis Project)
Alan D. Frank, PLS
Vice President
(ProjectManagerthis Project)
Accounting
Teresa Frank
Safety
Leonard Castillo
Map Checking
Alan D. Frank, PLS
DepartmentManager
Field & Office Survey Staff
Leonard Castillo
Shared Resource Coordinator
ProjectSurveyors /TaskManagers
Joe Padilla, PLS
Leonard Castillo
Shared Johnson-FrankResource Pool
GeoSpatialProfessionalSolutions,Inc.
AerialPhotogrammetric Mapping and LiDAR Services
Johnson-Frank & Assoc., Inc. is a small enough firm that in effect, the whole firm is your team.
As such, any and all resources and/or personnel within the firm will be available and committed to City tasks as necessary. At the same time, it should be noted that Johnson-Frank is not so small as to not be capable of fulfilling any and all of the City’s needs. As this proposal and qualifications package shows, Johnson-Frank has the experience and resources available to provide the City with the superior service and quality for which Johnson-Frank has become known, the same level of service that the City has enjoyed in the past. 5150 E. Hunter Ave.
(714) 777-8877
5 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 37 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
UNDERSTANDING OF NEED
General Land Surveying Services Understanding / Scope:
Prior to submitting a cost estimate, we always thoroughly review the survey request with City Staff requesting the survey, as well as the site at hand, both from on-site visits as well as through aerial and satellite imagery readily available through Google Earth.
We will adhere to the City's standard CAD and file templates. This is an issue with which we are very familiar. Working with local municipalities, Counties, and US Government agencies, we are familiar with translating into, or working in, anyone's CAD and file format standards seamlessly.
Topographic Surveys:
All of our topographic work products will be produced, and will be delivered, in AutoCAD Civil3D, unless alternate formats are requested. In addition, we will submit ASCII coordinate files along with said DWG and PDF files.
We will perform additional surveying work as it becomes necessary, and in conjunction with the approval (if necessary) of the City Surveyor.
As-Built Surveys:
As-Built surveys will be performed as, and where, requested. Deliverable files will include ASCII and AutoCAD Civil 3D files in City formats, as well as any field sketches necessary to facilitate the depiction of the area or feature being detailed.
Construction Layout:
Thorough review of the construction plans is a crucial step that is often overlooked. We have found that catching errors in the plans prior to having field crews on site is infinitely more cost effective. It allows our project surveyors and our field crews to get acquainted with the plans ahead of time, rather than viewing the plans for the first time the morning that the stakes are needed by the contractor.
We also believe in doing all possible calculations in the office rather than in the field. We have found that office labor is much more economical than field labor. In addition, the office personnel, with computers and CAD programs, are much more sufficiently equipped to perform mass calculations than the field personnel.
We will follow the City's Construction Services, Survey Section staking policy as well as conforming to industry standards.
5150 E. Hunter Ave.
(714) 777-8877
6 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 38 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
Detailed and accurate records of Requests for Construction Staking will be maintained on the City's approved form.
Grade sheets will be provided on the approved form to the Contractor, Inspector, and the City Surveyor.
Regularly scheduled reports will be provided to the City Project Manager for all construction work activities.
We will perform additional surveying work as it becomes necessary and in conjunction with the approval (if necessary) of the City Project Manager.
Benchmark Set/Relocate
We will establish new benchmarks as directed by the City Project Manager.
We will meet or exceed the City's accuracy standards. Our firm has extensive Geodetic Leveling experience, including subsidence monitoring throughout the Wilmington/Long Beach area that we've performed annually for the last 20+ years, simultaneous leveling and GPS performed for the National Geodetic Survey as part of the National Height Modernization Study, as well as Geodetic Leveling performed throughout the State for the California Spatial Reference Center.
As a matter of standard procedure at JFA, all leveling data is processed through Star*Lev. All electronic data, closures, and adjustments will be submitted to the City Project Manager. New benchmarks will be stamped as directed by the City Project Manager.
Temporary benchmarks will be established where necessary as directed by the City Project Manager.
Monument Preservation:
Provide copies of recorded pre~construction corner records as required in compliance with the State of California's Land Surveyors' Act Section 8771.
Set new monuments as required in compliance with the State of California's Land Surveyors' Act Section 8771
Provide copies of recorded post-construction corner records as required in compliance with the State of California's Land Surveyors' Act Section 8771.
As the City Surveyor and/or On-call Survey Consultant for several local Cities, Johnson-Frank has extensive experience providing Monument Preservation services throughout Orange and Los Angeles Counties.
5150 E. Hunter Ave.
(714) 777-8877
7 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 39 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
We will adhere to City, County, and State standards and formats so that our Corner Records conform to any said standards that may exist.
Horizontal and Vertical Control:
Provide permanent control points for topographic or construction surveys.
Establish coordinates for control points using California Coordinate System 1983, Zone VI, 2007 Epoch, or other as requested by the City Project Manager.
Establish elevations for control points using the City of Santa Ana and Orange County Bench Mark network and the North American Vertical Datum of 1988, or other as requested by the City Project Manager.
Provide copies of field notes, and/or computer files showing raw results and any adjustments ("Star-Net" files).
Provide computer files compatible with AutoCAD Civil3D, or Trimble Business Center, showing final adjusted coordinates (P,N,E,Z,D) for each control point.
Real Time Kinematic (RTK) methods of GPS surveying will NOT be accepted for the establishment of horizontal or vertical control points.
We will adhere to the City, or County, control system, as directed by the City Project Manager, and provide control deliverables in digital format.
Control work is another area within which we have a superior level of experience and knowledge. We have performed geodetic control for numerous public agencies, including the City of Irvine, the Los Angeles District Corps of Engineers, the Southwest Division, US Naval Facilities Engineering Command, the California Spatial Reference Center, and directly for the National Geodetic Survey. We have performed everything from traditional horizontal control prior to the advent of GPS, to high precision horizontal GPS, and even assisted the National Geodetic Survey in developing standards for performing high precision Vertical GPS surveys.
Map Checking Understanding / Scope:
In general, all map checking follows a similar work flow. Unlike many standard surveying procedures, map checking always follows a checklist. This ensures that all items with which a particular agency or jurisdiction is concerned are adequately reviewed, and that no critical items are overlooked. In general the checking process goes as follows:
The process starts at the top of the title sheet, where items such as the date of the survey, the tract number, and acreages are checked. The next step is to check the legal description of the property and ensure that it matches the title report provided. Then on to dedications and 5150 E. Hunter Ave.
(714) 777-8877
8 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 40 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
certificates, including owner's certificates, surveyor's/engineer's certificates, county certificates, etc…
The next step is to verify that we have on hand any necessary clearance letters, informational sheets, street name approvals, approved tentative, conditions of approval, etc… that may be needed, and their status, whether provided or still needed. We then verify that the top of all sheets have the necessary information such as the date of survey, tract number, surveyor's/engineers name and number, total acreage, number of numbered lots, number of lettered lots, and sheet number together with the total number of sheets.
We then begin checking the individual map sheets. Are there any land locked lots? Are there north arrows and scales on every page with correct, convenient orientation to facilitate reading of the map? Has the intended use of lettered lots been shown? Are the street names and widths shown? Is the map legible, and have the proper fonts and proper sized lettering been used?
Then we turn to monumentation and verify that proper monumentation has been found and used, that each monument has been properly called out, described, and referenced. We check to see that monuments required to be set have been set or are called out as to be set. The next step is to verify that all existing easements have been properly delineated, labeled, and tied down, and that all easements being dedicated are shown and properly noted as being dedicated and accepted.
Then we turn our attention to correct and sufficient boundary location. Has the map been based on proper survey control? Has prorating and proportioning been performed properly? Have deeds been interpreted correctly? Have relationships to adjacent lines of record been handled properly? Have the methods of establishment been shown? Do all annotations on the map match those shown on the map traverse closures and do all closures close? The final items to check cover all miscellaneous items, including spelling, sufficient details, clarity of drafting, and any other items relevant to state law, local ordinances, and professional survey practice.
We have developed a "digital" method of map checking in order to be able to easily transmit all check data, including map mark-ups. In addition to making the communication between all parties far easier, and faster, the mark-ups are much easier for the submitting engineer/surveyor to read and understand. Typed corrections encourage "thoroughness" on the part of the checker, contributing to more thorough understanding by the user. We are the first, in this area, to have moved from hand marked maps to digital, and to date, remain the leaders in the area.
Capability of the Proposed Team
Johnson-Frank & Associates, Inc. has been a surveying and mapping firm since its inception in December 1975, and remains so today, with one hundred percent of our business being surveying and mapping. As a result of our emphasis on surveying and mapping, we are better equipped and better trained than most firms offering these services. With our top of the line equipment, trained personnel and principals and key employees having many years of both field and office surveying experience, our firm is ideally suited to provide services on a wide variety of projects. We are 5150 E. Hunter Ave.
(714) 777-8877
9 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 41 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
equipped for any type of survey in all types of terrain including Global Positioning Systems surveys with our Trimble Global Navigation System Satellite Receivers and Terrestrial Laser Scanning with our Riegl LMS-Z420i 3d laser scanner. In addition to our regular survey crews, we have the equipment and base personnel (management and party chiefs) to field up to three additional survey crews on very short notice.
The size of our firm enables us to handle City projects in a quick and efficient manner. We are capable of fielding survey crews to the site within one day's notice. In addition, our association with the International Union of Operating Engineers affords us the ability to augment our core workforce with additional field personnel. This association with the Union also alleviates any Prevailing Wage issues that may arise as our employees are always compensated appropriately.
Is Bigger always Better? - There is a lot of hype in the marketing of Engineering and Surveying services about capacity, and about how a larger firm is more capable to serve public agencies simply because they have more people. But the truth is, bigger is not necessarily better. These large engineering firms claim enormous capacity, but are generally bulky, and less flexible than smaller businesses. They can show large numbers of people in varied disciplines, and they have a highly paid marketing staff to “sell” that large staff and overhead as a “positive” to agencies and other clients. But the truth is, they cannot turn on a dime. They can show vast resources as available, but the simple fact is, they do not have resources “on the shelf” which are not already obligated to their other clients. That is a simple fact of business. If they did, they would be out of business very soon.
On the other hand, our firm is not going to pretend we have a large number of people sitting around doing nothing waiting for your job. Our staffing level allows us to be agile, and with our depth of knowledge and experience in the specific field for which this RFP is addressed, we are able to shift priorities, reschedule tasks, and authorize overtime out of our budget, not yours, when necessary to meet any foreseeable needs. The City of Santa Ana is a priority client to us, not just one of the hundreds necessary to sustain a large firm. We do what it takes to satisfy our clients’ needs, and we have a proven history of doing just this. A large firm, with its regionally based leadership and huge overhead is not necessary, or even logical, to service the surveying needs of the City of Santa Ana.
The dedicated and flexible team of professionals that is Johnson-Frank & Associates, can and will service those needs efficiently, cost effectively, and give the City the priority service they deserve. 5150 E. Hunter Ave.
(714) 777-8877
10 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 42 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
SIMILAR PAST PROJECTS
On-Call Services, Irvine
Contact: Andrew Pham, Project Manager, (949) 724-7309 / [email protected] Over the past 44, years Johnson-Frank & Associates, Inc. has provided the City of Irvine with countless services including checking of Subdivision Maps, both digital and hard copy, checking of lot line adjustments, checking of legal
descriptions and exhibits, indexing of centerline ties, boundary surveys, centerline alignment surveys, construction surveys, control surveys, and deformation/subsidence surveys.
City Surveyor:
Digital Submissions
Map Checking
Annexations
Lot Line Adjustments
Construction Staking
Subsidence Monitoring
Geodetic Control
In 1980, Johnson-Frank
& Associates, Inc.
designed and
Topo Mapping implemented a city wide
geodetic control
network for the City.
This network included 227 stations and was completed
prior to the advent of GPS equipment. The survey was
performed with Wild T-2 Theodolites and Electronic
Distance Measuring equipment. We have subsequently
tied this network to the California High Precision Geodetic Network (HPGN) and has been readjusted to the North
American Datum of 1983 (NAD83) (1991.35 Epoch).
In 1988, Johnson-Frank & Associates, began providing subsidence monitoring services for the City at the Turtle Rock housing development. This project consisted of $245,000 of monitoring surveys over 7 years. Federal Geodetic Control Subcommittee (FGCS) First order, Class II leveling procedures and high precision Sinco Tilt Meters were used to monitor the subsidence.
Johnson-Frank & Associates, Inc. has provided construction surveying services on public works projects in the City including several bridges and numerous streets. These include Alton, including the Highway 73 overpass, Barranca, including the Interstate 5 overpass, Harvard, Irvine, Irvine Center, Jamboree, Main, including the Interstate 405 overpass, Portola, Sand Canyon, and Technology as well as many others throughout the City. 5150 E. Hunter Ave.
(714) 777-8877
11 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 43 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
City of Santa Ana
Contact: Mindy Ly, City of Santa Ana, (714) 647-5665 / [email protected] John Gonzales, City of Santa Ana, (714) 647-5033 / [email protected] Johnson-Frank has held numerous
contracts with the City of Santa
Ana last 23 years. Services have
included laser scanning and
topographic surveys of arterial
streets, construction staking,
monument preservation / Corner
Records, boundary surveys and Records of Surveys, review of legal descriptions and exhibits, and general Land Surveying consulting.
We have become intimately familiar with the City's procedures and needs with respect to all aspects of the services needed from their Surveying and Mapping Services consultant. Over the last 23 years we have always completed tasks for the City within budget, or under budget, and on time.
All deliverables have been compiled using the City's CAD standards and processes.
Recent past construction experience with the City of Santa Ana include:
Wilshire Avenue & Borchard Avenue Water Main Improvements City Project No. 15-6452 - JFA No. 2010142.017
July 2015 - Provided lay-out surveying for new main line and crossing line construction.
Chestnut Avenue Class II Bikeway
City Project No. 13-6796 - JFA No. 2010142.019
November 2015 - Provided lay-out surveying for pavement reconstruction and new curb, gutter & sidewalk construction.
Wilshire District Construction Support
City Project No. 15-6452 & 15-6836 - JFA No. 2010142.025 October 2015 - Provided lay-out surveying for new cross-gutter and curb & gutter construction
5150 E. Hunter Ave.
(714) 777-8877
12 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 44 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
On-Call Services, City of Yorba Linda
Reference: Rick Yee, City Engineer (714) 961-7170 / [email protected] Mark Stowell, Former City Engineer
(currently with the City of La Mirada)
(562) 902-2385
[email protected]
In 2006, Johnson-Frank was awarded a contract for on-call survey consultant services by the City of Yorba Linda. Johnson-Frank has acted as an extension of City staff since then, performing numerous projects from detailed historical property rights research to construction staking services.
Weir Canyon Road & Savi Ranch Parkway Intersection
Improvements: This project included construction staking and support services for the reconstruction and re-alignment of this major arterial intersection in eastern Yorba Linda. The project also included monument preservation in compliance with
California State Law. The project was completed on time and within budget at $61,000.
Imperial Highway Excess Relinquishment: This project
involved establishing and divesting the City’s interest in lands between the sound walls on either side of Imperial Highway, and the adjacent private owners, from Yorba Linda Boulevard southerly to Kellogg Avenue. This project was completed on time and within budget at a total cost of $36,000.
Landscape Maintenance Assessment Districts Study: This
project involved extensive research into the origination of numerous parcels throughout the City for which the City has historically been providing landscape maintenance. The purpose of the study was to determine which parcels the City had a legal obligation to provide such services, and which parcels may in fact be the adjacent private owners’ responsibility. The project was completed on time and within budget at $66,000
5150 E. Hunter Ave.
(714) 777-8877
13 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 45 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
On-Call Surveying Services under Contracts
HD-6225, HD-IC-01330, HD-IC-01368, and HD-IC-01521
Port of Long Beach, P.O. Box 570, Long Beach, CA 90801-0570 Johnson-Frank has held numerous on-call contracts with the Port of Long Beach over the years, dating back as early as 1990 at which time we were contracted to establish a Port wide geodetic control network.
From 1990 to 2013 we have completed numerous projects with the Port ranging from topographic surveys of rail lines to the construction staking of Pier T.
Phase I of Pier T: In 2000, Johnson-Frank was selected for a one-year on call surveying contract (HD-6225) for the
construction surveying and as built mapping for Phase I of Pier T.
The project included surveying for storm drains, sewer lines, waterlines, rough and finish grade, curb and gutter and quantity surveys for material payments. We were required to map all underground utilities as they were completed. We maintained these as-built drawings in AutoCAD 2000.
More recently, a contract was awarded in November 2006 (HD-IC-01330), and a second contract was awarded in November 2007 (HD-IC-01368). Under these two contracts, four separate projects / tasks were completed. These included the re-observation and establishment of the Port wide Geodetic Control Network, general T&M personnel and crew services, Laser Scanning Topography, and a Topographic Survey of the Weyerhaeuser Terminal.
Port Wide Geodetic Network: This project was completed in March 2007. The project involved the re-observation and re-establishment of the Port's Geodetic GPS Control Network. It included 48 monuments in and around the Port. The project generally followed the NOS NGS58 2cm guidelines. Deliverables included digital photos, descriptions, a complete control map, and data sheets for each station. In addition, values were published in NAD83 (2007), NAD83 (1991.35), NAD27, NGVD29 MLLW, and NAVD88.
Topographic Survey of Weyerhaeuser Terminal: This project was completed in May 2008. It included topographic surveying of the approximately 19 acre active Weyerhaeuser Terminal. This project was extremely difficult given the active nature of the terminal and the need to work closely with Terminal staff to coordinate activities. In all, the project included 2,411 topo shots from 19 individual total station occupations throughout the terminal, as well as GPS observations from the topo control to the recently re-established Port Wide Geodetic Control Network.
Most recently, a contract was awarded in April 2010 (HD-IC-01521). Under this contract, eight separate projects / tasks have been completed and one project / task is due to be completed by September 30th.
These projects have all been topographic surveying tasks, the first eight of which have been ground 5150 E. Hunter Ave.
(714) 777-8877
14 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 46 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
surveying, and the last, currently underway task, includes ground surveying together with aerial mapping and orthophotography.
Ground and Aerial Topographic Survey for Pier E Redevelopment:
This project will be completed by September 30, 2011. It includes field topographic surveying of all hard joins plus aerial photogrammetric mapping throughout the northerly current construction area, approximately 48 acres. The project also includes producing digital orthophotography at
0.12 foot pixel resolution for the entirety of the Middle Harbor Program, approximately 308 acres.
This project is on an
extremely tight time
schedule with a Work
Authorization of August
30th and a scheduled
delivery date of September
30th, only 30 days later.
The
consultant on this project is
GeoSpatial Professional
photogrammetric
Solutions, Inc. (GPSi).
Gerald Desmond Bridge Replacement Project: Johnson-Frank is currently involved in the 6-year, $800 million project for the replacement of the Gerald Desmond Bridge. With over 20 years of surveying and mapping experience within the Port of Long Beach, Johnson-Frank was chosen by Parsons-Brinkerhoff to provide surveying, mapping, and construction oversight for the construction management / project management team. One of the prime areas of performance is providing a unified boundary survey that will serve as the basis for all acquisitions, relinquishments, and the ultimate right of way configuration for the project. Once an area that consisted of normal subdivisions created by Tract Maps, the land that comprises the Port of Long Beach is now mostly all owned by the Port. Although the physical evidence of these old subdivisions has long since been destroyed, much of the cadastre throughout the area is still based on the historical subdivisions.
Additionally, an assortment of adjudications, condemnations, and the creation of the Compromise Tideland Boundary Line by the California State Lands Commission all combine to create what is certainly a unique title environment. Johnson-Frank occupies a unique position in that they are currently responsible for unifying over 70 years of various conflicting boundary elements and creating a new cadastre for the area.
Contact: Mr. Kim Holtz, Chief Surveyor, Port of Long Beach – (562) 283-7271 5150 E. Hunter Ave.
(714) 777-8877
15 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 47 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
On-Call Services, City of Anaheim
Contact: Rick Hill, Anaheim City Surveyor - (714) 765-5284 / [email protected] In 2005, Johnson-Frank was awarded a contract for on-call survey/mapping services by the City of Anaheim. The contract gave the City Surveyor immediate access to our pool of resources. This allowed for greater flexibility and accommodation of resources for projects. Johnson-Frank and Associates acted as an extension of the City Surveyor’s Office and was always able to respond to staff needs in a timely and professional manner. The following are a few examples of services provided to the City.
Subdivision and Parcel Consolidation of Anaheim Stadium Properties: As part of our contract we worked closely with city staff at all levels of management to subdivide and consolidate the properties comprising the Anaheim Stadium complex. This major project involved numerous agencies and municipalities. It required the review of more than 25,000 pages of various legal records to determine their affect, if any, on the project and client goals. Through due diligence, several potential liabilities were able to be addressed before they could cause harm to title of the property. After resolving all title issues, conducting boundary and topographic surveys, encroachment analysis, and writing new legal descriptions, a parcel map was filed and recorded. This project was completed in 2008 at a cost of just over $160,000.
City-Wide Sanitary Sewer Improvement Program: This project comprised several miles of new pipelines together with short segments to repair the aging infrastructure. Our ability to deploy substantial resources quickly meant that several construction sites were served simultaneously. Services provided included design topographic surveying, construction surveying, and monument preservation. With several thousands of feet of new sanitary sewer lines being laid simultaneously, quality assurance and quality control procedures were an integral part of daily activities. This project was completed in August 2009 at a total cost of $45,000.
Santa Ana Canyon Road Rehabilitation and Realignment: Santa Ana Canyon Road serves as a major transportation artery for North Orange County. With more than 20,000 commuters each day relying on this corridor for access to regional services, surveying activities were carefully managed to provide the greatest free flow of traffic while expediting the delivery of meaningful data to city design staff. The project took us through nearly 100 years of legal records and engineering notes in order to re-establish the historic dual alignments.
Dozens of monuments and ties were found, reset, and re-established in an effort to perpetuate survey evidence and comply with state laws.
Our noninvasive approach was appreciated by commuters and City staff alike. This project was completed in February 2010, at a total cost of $36,000.
With each call for service, Johnson-Frank implemented QA/QC measures to supply accurate and precise data in various digital and print formats as needed by City staff. 5150 E. Hunter Ave.
(714) 777-8877
16 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 48 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
Map Checking / Map Review Expertise and References
One of Johnson-Frank's core competencies is subdivision map review and map checking. The firm began in 1975 for the sole purpose of providing timely map checking services to the City of Irvine. Over the years our services to the City, as well as to other clients, have grown. To this day, Johnson-Frank focuses an entire department on Map Checking, which still generates nearly 20% of our annual gross revenues.
Timely and Accurate Review Upon Which Numerous Cities and Counties Rely
Johnson-Frank currently serves the map checking needs of five cities and one county. These Cities and Counties are listed below with reference contact information:
County of Orange / Kevin Hills (714) 967-0824
City of Irvine / Mark Carroll (949) 724-6410
City of Mission Viejo / Rich Schlesinger (949) 470-3079 City of Laguna Niguel / Nick Renn (949) 362-4325
City of San Marino / Carlos Alvarado (626) 960-1889
City of Covina / Leo Tolentino (626) 384-5487
Relying on Johnson-Frank for map review is a sure thing. We have the full time, dedicated and trained staff to fulfill any local agency's needs and have been doing so for the City of Irvine for the past 39 years.
5150 E. Hunter Ave.
(714) 777-8877
17 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 49 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
On-Call Map Checking Services, City of Irvine
References: Andrew Pham, Project Manager
Rudy Romo, Project Manager
(949) 724-7309 [email protected]
(949) 724-7303 / [email protected]
Johnson-Frank has worked with the City of Irvine for the last 42 years. During this time we have checked over
1,350 Tract and Parcel Maps for technical correctness.
We have also worked very closely with the City on the
development of both the former 1983, and the new 2009
Irvine Subdivision Ordinance and Manual.
During the subdivision review process, we also play an
important role to ensure the final map is in substantial conformance with the Tentative Map and the Conditions
of Approval. One of the important Standard Conditions is to identify any controlling monuments that may be
destroyed during construction. Monuments that appear to be in danger are highlighted and pointed out to the map preparer. We assure that measured ties from those
endangered monuments to substantial monumentation are
shown either on the map itself or on a Corner Record filed with the County.
To achieve and maintain consistently high levels of
performance, we developed and employ various check lists that incorporate the Professional Land Surveyor's Act, the Subdivision Map Act, and the Irvine Subdivision Manual. These checklists cover the wide variety of map checking services we perform, including Final Maps (Tract Maps), Parcel Maps, Legal Descriptions and Exhibits, as well as Lot Line Adjustment Applications and their corresponding Quitclaim Deeds.
We also provide monumentation verification services to the City prior to monument bond exoneration. Map Checking staff and/or field survey crews field verify that the required monuments have been set. If our field findings indicate that monuments have not all been set, or if a Certificate of Correction is needed, we notify the map preparer and the City of those items.
Any necessary Certificates of Correction are also reviewed by our Map Checking staff prior to final approval by the City and transmittal to the County for recordation. 5150 E. Hunter Ave.
(714) 777-8877
18 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 50 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
Survey Equipment and Software
Our equipment inventory is such that we can fully equip three (3) to four (4) survey crews at all times. The equipment owned and utilized by Johnson-Frank & Associates, Inc. is the latest "state of the art" equipment.
The combination of having highly qualified personnel using the best equipment available results in our being able to provide our clients with efficient, economical, and quality services. Some of the major items of our equipment include:
Field Systems
Motorola Handie Talkie Radios (10+ mile range)
(for all field and supervisory personnel)
All field chiefs, project managers, and support
personnel equipped with cellular phones
All our survey vehicles are 4-wheel drive
All field crews equipped with laptop computers
G.P.S.
Twenty three (23) Trimble Dual Frequency P Code
Global Positioning Satellite Receivers with RTK
(Real Time Kinematic), OTF (On The Fly) Data
Collection, and Airborne GPS capability. (4 full
RTK systems, all of which are Real Time Network
(RTN) Capable)
Delorme laptop based vehicular navigation systems
Total Stations & Theodolites
Geodimeter & Trimble Servo Driven, Robotic, and
Reflectorless Total Stations
Wild T-3 Theodolites of 0.2 second accuracy (High
order astronomic azimuth determination)
Terrestrial 3D Laser Scanning
Riegl LMS Z420i 3D Laser Scanning System
Riegl RiSan Pro Scanning and Processing Software
Polyworks Scan Cloud Processing Software
Leica Cyclone and CloudWorx Software
Levels
Leica DNA03 First Order Digital Bar Code Reading Level w/ Matched Calibrated Invar Rods Leica NA3003 First Order Digital Bar Code Reading level w/ Matched Invar Rods JENA NI002 First Order Precise Levels w/ Matched Invar Rods Zeiss Ni 1 First Order Precise Level w/ Matched Invar Rods Zeiss Self-Leveling Levels
Office Systems
Desktop and Laptop Computer Systems, Windows 2000 server and peer to peer networking, 24/7 DSL internet connection with unlimited email file size capability AutoCAD Civil 3D, Star*Net, Trimble Business Center, KwikStar, TDS, Bentley Microstation, InRoads, ESRI ArcGIS
Hewlett-Packard Design Jet Color E Size Drafting Plotters Xerox large format (42" wide) Color Scanner / Copier
5150 E. Hunter Ave.
(714) 777-8877
19 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 51 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
5150 E. Hunter Ave.
(714) 777-8877
20 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 52 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
Exhibit A - Certification and Pricing
See separate sealed envelope.
5150 E. Hunter Ave.
(714) 777-8877
26 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 53 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
Exhibit B – References
Orange County Surveyor's Office (OCS)
Kevin Hills, Orange County Surveyor.................................(714) 967-0824 / [email protected] John Canas (former Orange County Surveyor)..............................................................jcanas@socal.rr.com Ray Mathe (former Orange County Surveyor) ...........................................................pls6185@hotmail.com Local Cities
Mindy Ly, Engineer, City of Santa Ana ....................................... (714) 647-5665 / [email protected] John Gonzales, Surveyor, City of Santa Ana...........................(714) 647-5033 / [email protected] Andrew Pham, City of Irvine..........................................................(949) 724-7309 / [email protected] Rick Hill, Anaheim City Surveyor......................................................(714) 765-5284 / [email protected] Rich Schlesinger, City of Mission Viejo ................. (949) 470-3079 / [email protected] Jeff Sortman, City Surveyor, Long Beach ......................(562) 570-3093 / [email protected] Port of Long Beach
Kim Holtz ......................................................................................... (562) 283-7271 / [email protected] Jon Hornecker........................................................................... (562) 283-7255 / [email protected] Ken Blake (Gerald Desmond Bridge Project)........................(707) 934-7893 / [email protected] Metropolitan Water District of Southern California
Julio Castillo .................................................................................(909) 392-2590 / [email protected] Mike McClue ..............................................................................(909) 392-2498 / [email protected] US Army Corps of Engineers
Alan Nichols, LA District................................................. (626) 401-4010 / [email protected] Vulcan Materials Co.
Larry Lao .............................................................................................(323) 855-4553 / [email protected] 5150 E. Hunter Ave.
(714) 777-8877
27 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 54 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
Exhibit C - Proposers Statement
The only exceptions we have to the proposed contract are relative to named additional insureds requested in the insurance endorsements. We have attached sample insurance certificates, which are already in place with, and previously accepted by, the City of Santa Ana. Our endorsement reads “City of Santa Ana, its officers and employees”. The proposed contract requests this to read “City of Santa Ana, its officers, employees, agents, volunteers, and representatives”.
However, agents, volunteers, and representatives could literally be anyone, and are too broad to qualify as persons or organizations to whom Additional Insured status would extend. 5150 E. Hunter Ave.
(714) 777-8877
28 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 55 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
Exhibit D – Non-Collusion Affidavit
5150 E. Hunter Ave.
(714) 777-8877
29 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 56 5/2/2023
City Council 16 – 57 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
Exhibit E – Non-Lobbying Certification
5150 E. Hunter Ave.
(714) 777-8877
31 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 58 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
Exhibit F – Non-discrimination Certification
5150 E. Hunter Ave.
(714) 777-8877
32 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 59 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
E
5150 E. Hunter Ave.
(714) 777-8877
33 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 60 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
Exhibit G - Sample Insurance Endorsement
5150 E. Hunter Ave.
(714) 777-8877
34 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 61 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Construction Surveying Services RFP No. 19-090
Santa Ana Public Works Agency
5150 E. Hunter Ave.
(714) 777-8877
35 Anaheim, CA 92807
[email protected] FAX: (714) 777-1641
City Council 16 – 62 5/2/2023
EXHIBIT C
City Council 16 – 63 5/2/2023
Local Assistance Procedures Manual EXHIBIT 10-H2
Cost Proposal
EXHIBIT 10-H2 COST PROPOSAL Page 1 of 3
SPECIFIC RATE OF COMPENSATION (USE FOR ON-CALL OR AS-NEEDED CONTRACTS) (CONSTRUCTION ENGINEERING AND INSPECTION CONTRACTS)
Note: Mark-ups are Not Allowed
Consultant
_oJ_ hn_
_ so_
_-
_F_ ar n_
_ k_&_A_ s_so_c_
ia_te_s_
,
_In_c._____________________
܆ ✔Prime Consultant ܆ Subconsultant ܆ 2nd Tier Subconsultant Project No. _R_F_P_1_9_- 0_9_0_______________ Contract No. _T_B_D______________ Participation Amount $_9_50_
,
_0 0_0_t_o_$_1,_5_00_
,
_0 0_0______ Date
_0_2/_1_7/_2_0 2_3_________
For Combined Rate 11.63% 201.57% 213.20%
Fringe Benefit % + General &Administrative %
OR
= Combined ICR%
For Home Office Rate
For Field Office Rate
Fringe Benefit % + General &Administrative %
Fringe Benefit % + General &Administrative %
=
=
Home Office ICR%
Field Office ICR%
Fee = %
BILLING INFORMATION CALCULATION INFORMATION
Name/Job Title/Classification1 Hourly Billing Rates2
Straight3 OT(1.5x) OT(2x)
Effective Date of Hourly Rate Actual or Avg.
Hourly Rate4
% or $
Increase
Hourly Range -
From To for Classifications Only
John Doe – Project Manager *
Civil Engineer II
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
01/01/2016
01/01/2017
01/01/2018
01/01/2016
01/01/2017
01/01/2018
01/01/2016
01/01/2017
01/01/2018
01/01/2016
01/01/2017
01/01/2018
01/01/2016
01/01/2017
01/01/2018
12/31/2016
12/31/2017
12/31/2018
12/31/2016
12/31/2017
12/31/2018
12/31/2016
12/31/2017
12/31/2018
12/31/2016
12/31/2017
12/31/2018
12/31/2016
12/31/2017
12/31/2018
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
$0.00
Not Applicable
0.0%
0.0%
Sue Jones – Construction
Engineer/Inspector
Engineer I
Buddy Black – Claims Engineer
Engineer III
Not Applicable
Not Applicable
0.0%
0.0%
0.0%
0.0%
Land Surveyor **
Technician
$00 - $00
$00 - $00
$00 - $00
$00 - $00
$00 - $00
$00 - $00
0.0%
0.0%
0.0%
0.0%
(Add pages as necessary)
City Council 16 – 64 5/2/2023 January 2018
ON-CALL CONTRACT PROPOSAL Attachment A
Consultant: Johnson-Frank & Assoc., Inc.
Date: 2023-02-17
Contract No.:
Fringe Benefits %
11.63%
Overhead %
49.20%
49.20%
General Administration % Combined %
213.20%
213.20%
NORMAL
OVERTIME
+
+
+
+
152.37%
152.37%
=
11.63% =
FEE %
10.00%
ESCALATION
0.00%
BILLING INFORMATION
Name/Classification1
CALCULATION INFORMATION
Hourly Billing Rates
OT (1.5x)
Effective date of
hourly rate
Actual/
average
%
increase Hourly range for
hourly rate class 2 Straight OT (2x) From To
Alan Frank, Survey PM / Project Surveyor
Roger Frank, QA/QC / Project Surveyor
Joseph Padilla, Project Surveyor
Senior Survey Technician
Survey Technician
341.07
341.07
341.07
N/A
N/A
N/A
N/A
N/A
N/A
04/04/23
04/04/24
04/04/25
04/03/24
04/03/25
04/03/26
$99.00
$99.00
$99.00
0.00%
0.00%
341.07
341.07
341.07
N/A
N/A
N/A
N/A
N/A
N/A
04/04/23
04/04/24
04/04/25
04/03/24
04/03/25
04/03/26
$99.00
$99.00
$99.00
0.00%
0.00%
206.26
206.26
206.26
N/A
N/A
N/A
N/A
N/A
N/A
04/04/23
04/04/24
04/04/25
04/03/24
04/03/25
04/03/26
$59.87
$59.87
$59.87
0.00%
0.00%
163.65
163.65
163.65
187.40
187.40
187.40
211.15
211.15
211.15
04/04/23
04/04/24
04/04/25
04/03/24
04/03/25
04/03/26
$47.50
$47.50
$47.50
$47.00 to $48.00
$31.70
0.00%
0.00%
109.21
109.21
109.21
125.06
125.06
125.06
140.91
140.91
140.91
04/04/23
04/04/24
04/04/25
04/03/24
04/03/25
04/03/26
$31.70
$31.70
$31.70
0.00%
0.00%
1 Person Survey Party 217.94
217.94
217.94
249.57
249.57
249.57
281.20
281.20
281.20
04/04/23
04/04/24
04/04/25
04/03/24
04/03/25
04/03/26
$63.26
$63.26
$63.26
$63.26
0.00%
0.00%
2 Person Survey Party 406.95
406.95
406.95
466.01
466.01
466.01
525.07
525.07
525.07
04/04/23
04/04/24
04/04/25
04/03/24
04/03/25
04/03/26
$118.12
$118.12
$118.12
$118.12
0.00%
0.00%
3 Person Survey Party 593.95
593.95
593.95
680.15
680.15
680.15
766.35
766.35
766.35
04/04/23
04/04/24
04/04/25
04/03/24
04/03/25
04/03/26
$172.40
$172.40
$172.40
$172.40
0.00%
0.00%
Clerical / Administrative 150.56
150.56
150.56
172.41
172.41
172.41
194.26
194.26
194.26
04/04/23
04/04/24
04/04/25
04/03/24
04/03/25
04/03/26
$43.70
$43.70
$43.70
$43.70
0.00%
City Council 16 – 65 0.00% 5/2/2023
JOHNSON-FRANK & ASSOC., INC.
OFFICE EMPLOYEE BASIC HOURLY RATES AND COSTS
BASIC
HOURLY
NAME CLASSIFICATION Exempt / Non-exempt RATE
Roger Frank
Alan Frank
Joseph Padilla
Lenny Castillo
Iris Warfield
Bob Bintliff
Project Manager / Surveyor
Project Manager / Surveyor
Project Manager / Surveyor
Senior Survey Technician
Map Checking / Survey Tech
Map Checking / Survey Tech
Administrative
Exempt
Exempt
Exempt
99.00 99.00
59.87 47.00
48.00 31.70
43.70 Non-exempt
Non-exempt
Non-exempt
Teresa Frank Non-exempt
FIELD EMPLOYEE BASIC HOURLY RATES AND COSTS
BASIC
HOURLY
NAME Exempt / Non-exempt RATE
California LS Party Chief Non-exempt
Certified Party Chief
Party Chief
Instrument person
Chainperson
63.26 61.56
59.51 54.86
54.28 Non-exempt
Non-exempt
Non-exempt
Non-exempt
City Council 16 – 66 5/2/2023
ON-CALL CONTRACT PROPOSAL Attachment A
Consultant: Johnson-Frank & Assoc., Inc.
Page of
Date: 2023-02-17
Contract No.:
SCHEDULE OF DIRECT COSTS
GNSS SURVEY EQUIPMENT:
UNIT
GPS Unit Cost Calcs
Cost:
Number of Units:
$
$
$
43,489.56
2 Cost per Unit: 21,744.78
Estimated Useful Life:
Cost per unit per year:
5 Years
4,348.96
Working Days per Year:
Estimated billable days:
260
130
Cost per billable day: $ 33.45 per unit
Industry Rental Rates
Allen Instruments (Trimble)
Surveyor's Service Co. (Leica)
Western Data Systems (Trimble)
$
$
$
200.00 per unit
205.00 per unit
100.00 per unit
Average Justifiable Rental: $ 134.61
Proposed Daily Rate: $ 100.00 DAY
TRAVEL EXPENSES, PER DIEM
Actual cost, in
conformance to current
Caltrans travel guide,
for non-represented
employees.
EACH
GENERAL EQUIPMENT
Cellular Phones
Safety Equipment
Personal Computers
Special Purchases (w/ City authorization)
Survey Equipment (other than listed above)
Included
Included
Included
Actual EACH
Included
City Council 16 – 67 5/2/2023
Local Assistance Procedures Manual EXHIBIT 10-H2
Cost Proposal
NOTES:
1. Key personnel must be marked with an asterisk (*) and employees that are subject to prevailing wage requirements must be marked with two asterisks (**).All costs must comply with the Federal cost principles. Subconsultants will provide their own cost proposals.
2. The cost proposal format shall not be amended.
3. Billing rate = actual hourly rate * (1+ ICR) * (1+ Fee). Indirect cost rates shall be updated on an annual basis in accordance with the consultant’s annual accounting period and established by a cognizant agency or accepted by Caltrans. All costs must comply with the Federal cost principles for reimbursement.
4. For named employees and key personnel enter the actual hourly rate. For classifications only, enter the Average Hourly Rate for that classification.
EXHIBIT 10-H2 COST PROPOSAL Page 2 of 3
SPECIFIC RATE OF COMPENSATION (USE FOR ON-CALL OR AS-NEEDED CONTRACTS) (CONSTRUCTION ENGINEERING AND INSPECTION CONTRACTS)
Johnson-Frank & Assoc, Inc. Consultant __________________________________________ ܆ ✔Prime Consultant ܆ Subconsultant RFP 19-090 TBD 02/17/2023 Project No. _______________________ Contract No. ____________________ Date ____________________ SCHEDULE OF OTHER DIRECT COST ITEMS (Add additional pages as necessary) Description of Item Quantity Unit Unit Cost Total
Mileage Costs $ $
Equipment Rental and Supplies GNSS Equipment Per Day $ 100 $ 100/day 1 Permit Fees
Plan Sheets
Test
$
$
$
$
$
$
$
$
$
$
$
$
$
Vehicle
Subconsultant 1:
Subconsultant 2:
Subconsultant 3:
Subconsultant 4:
Subconsultant 5:
Note: Add additional pages if necessary.
NOTES:
1. List other direct cost items with estimated costs. These costs should be competitive in their respective industries and supported with appropriate documentation.
2. Proposed ODC items should be consistently billed regardless of client and contract type.
3. Items when incurred for the same purpose, in like circumstance, should not be included in any indirect cost pool or in the overhead rate.
4. Items such as special tooling, will be reimbursed at actual cost with supporting documentation (invoice).
5. Items listed above that would be considered "tools of the trade" are not reimbursable as other direct cost.
6. Travel related costs should be pre-approved by the contracting agency and shall not exceed current State Department of Personnel Administration rules.
City Council 16 – 68 5/2/2023 January 2018
Local Assistance Procedures Manual EXHIBIT 10-H2
Cost Proposal
7. If mileage is claimed, the rate should be properly supported by the consultant's calculation of their actual costs for company vehicles. In addition, the miles claimed should be supported by mileage logs.
8. If a consultant proposes rental costs for a vehicle, the company must demonstrate that this is its standard procedure for all of their contracts and that they do not own any vehicles that could be used for the same purpose.
9. The cost proposal format shall not be amended. All costs must comply with the Federal cost principles.
10. Add additional pages if necessary.
11. Subconsultants must provide their own cost proposals. 3DJHꢀꢁꢀRIꢀꢂ
City Council 16 – 69 5/2/2023 JDQXDU\ꢀꢃꢄꢅꢆ
Local Assistance Procedures Manual EXHIBIT 10-H1
Cost Proposal
EXHIBIT 10-H2 COST PROPOSAL Page 3 of 3
Certification of Direct Costs:
I, the undersigned, certify to the best of my knowledge and belief that all direct costs identified on the cost proposal(s) in this contract are actual, reasonable, allowable, and allocable to the contract in accordance with the contract terms and the following requirements:
7. Generally Accepted Accounting Principles (GAAP)
8. Terms and conditions of the contract
9. Title 23 United States Code Section 112 - Letting of Contracts
10. 48 Code of Federal Regulations Part 31 - Contract Cost Principles and Procedures
11. 23 Code of Federal Regulations Part 172 - Procurement, Management, and Administration of Engineering and Design Related Service
12. 48 Code of Federal Regulations Part 9904 - Cost Accounting Standards Board (when applicable) All costs must be applied consistently and fairly to all contracts. All documentation of compliance must be retained in the project files and be in compliance with applicable federal and state requirements. Costs that are noncompliant with the federal and state requirements are not eligible for reimbursement.
Prime Consultant or Subconsultant Certifying:
Alan D. Frank President Name:
Signature :
Title *:
02/17/2023 Date of Certification (mm/dd/yyyy):
[email protected] (714) 660-5607 Email: Phone Number:
5150 E. Hunter Ave., Anaheim, CA 92807 Address:
* An individual executive or financial officer of the consultants or subconsultants organization at a level no lower than a Vice President or a Chief Financial Officer, or equivalent, who has authority to represent the financial information utilized to establish the cost proposal for the contract.
List services the consultant is providing under the proposed contract:
Land Surveying and Mapping
City Council 16 – 70 5/2/2023 January 2018
City Council 16 – 71 5/2/2023
Local Assistance Procedures Manual Exhibit 10-O2
Consultant Contract DBE Commitment
INSTRUCTIONS – CONSULTANT CONTRACT DBE COMMITMENT
CONSULTANT SECTION
1. Local Agency - Enter the name of the local or regional agency that is funding the contract.
2. Contract DBE Goal - Enter the contract DBE goal percentage as it appears on the project advertisement.
3. Project Description - Enter the project description as it appears on the project advertisement (Bridge Rehab, Seismic Rehab, Overlay, Widening, etc).
4. Project Location - Enter the project location as it appears on the project advertisement.
5. Consultant’s Name - Enter the consultant’s firm name.
6. Prime Certified DBE - Check box if prime contractor is a certified DBE.
7. Total Contract Award Amount - Enter the total contract award dollar amount for the prime consultant.
8. Total Dollar Amount for ALL Subconsultants – Enter the total dollar amount for all subcontracted consultants.
SUM = (DBEs + all Non-DBEs). Do not include the prime consultant information in this count.
9. Total number of ALL subconsultants – Enter the total number of all subcontracted consultants. SUM = (DBEs + all Non-DBEs). Do not include the prime consultant information in this count.
10. Description of Work, Services, or Materials Supplied - Enter description of work, services, or materials to be provided. Indicate all work to be performed by DBEs including work performed by the prime consultant’s own forces, if the prime is a DBE. If 100% of the item is not to be performed or furnished by the DBE, describe the exact portion to be performed or furnished by the DBE. See LAPM Chapter 9 to determine how to count the participation of DBE firms.
11. DBE Certification Number - Enter the DBE’s Certification Identification Number. All DBEs must be certified on the date bids are opened.
12. DBE Contact Information - Enter the name, address, and phone number of all DBE subcontracted consultants.
Also, enter the prime consultant’s name and phone number, if the prime is a DBE.
13. DBE Dollar Amount - Enter the subcontracted dollar amount of the work to be performed or service to be provided. Include the prime consultant if the prime is a DBE. See LAPM Chapter 9 for how to count full/partial participation.
14. Total Claimed DBE Participation - $: Enter the total dollar amounts entered in the “DBE Dollar Amount” column. %: Enter the total DBE participation claimed (“Total Participation Dollars Claimed” divided by item “Total Contract Award Amount”). If the total % claimed is less than item “Contract DBE Goal,” an adequately documented Good Faith Effort (GFE) is required (see Exhibit 15-H DBE Information - Good Faith Efforts of the LAPM).
15. Preparer’s Signature - The person completing the DBE commitment form on behalf of the consultant’s firm must sign their name.
16. Date - Enter the date the DBE commitment form is signed by the consultant’s preparer.
17. Preparer’s Name - Enter the name of the person preparing and signing the consultant’s DBE commitment form.
18. Phone - Enter the area code and phone number of the person signing the consultant’s DBE commitment form.
19. Preparer’s Title - Enter the position/title of the person signing the consultant’s DBE commitment form.
LOCAL AGENCY SECTION
20. Local Agency Contract Number - Enter the Local Agency contract number or identifier.
21. Federal-Aid Project Number - Enter the Federal-Aid Project Number.
22. Contract Execution Date - Enter the date the contract was executed.
23. Local Agency Representative’s Signature - The person completing this section of the form for the Local Agency must sign their name to certify that the information in this and the Consultant Section of this form is complete and accurate.
24. Date - Enter the date the DBE commitment form is signed by the Local Agency Representative.
25. Local Agency Representative’s Name - Enter the name of the Local Agency Representative certifying the consultant’s DBE commitment form.
26. Phone - Enter the area code and phone number of the person signing the consultant’s DBE commitment form.
27. Local Agency Representative Title - Enter the position/title of the Local Agency Representative certifying the consultant’s DBE commitment form.
City Council July 23, 2015 16 – 72 5/2/2023
Local Assistance Procedures Manual EXHIBIT 10-H2
EXHIBIT 10-H2 COST PROPOSAL Page 1 of 4 Cost Proposal
SPECIFIC RATE OF COMPENSATION (USE FOR ON-CALL OR AS-NEEDED CONTRACTS) (CONSTRUCTION ENGINEERING AND INSPECTION CONTRACTS)
Note: Mark-ups are Not Allowed
Consultant Geospatial Professional Solutions, Inc. (GPSi) RFP 19-090 Contract No.
Prime Consultant Subconsultant
Project No. Participation Amount $: TBD Date Feb.9, 2023 =
For Combined Rate
Fringe Benefit % + General & Administrative % 26.37% + 150.94% 177.31% Combined ICR% For Home Office Rate
For Field Office Rate
Fringe Benefit % + General & Administrative %
Fringe Benefit % + General & Administrative %
= Home Office ICR%
= Field Office ICR%
Fee = 10.00%
BILLING INFORMATION CALCULATION INFORMATION
Name/Job Title/Classification1 Hourly Billing Rates2Effective Date of Hourly Rate Actual or Avg.
Hourly Rate4
% or $ Hourly Range
Straight3
OT (1.5x) OT (2x) From To Increase Classifications Only Project Manager* $293.30 exempt exempt 4/4/2023 4/4/2026 $96.15 $49.20
$46.69
$37.46
$37.00
$24.33
2.5%
Photogrammetrist** $150.08
$142.42
$114.27
$112.87
$74.22
$225.12
$213.64
$171.40
$118.51
$77.93
$300.16
$284.85
$228.54
$225.73
$148.43
4/4/2023
4/4/2023
4/4/2023
4/4/2023
4/4/2023
4/4/2026
4/4/2026
4/4/2026
4/4/2026
4/4/2026
2.5%
2.5%
2.5%
2.5%
2.5%
Lidar Specialist**
Photogrammetric Technician**
CAD/GIS Specialist**
Administrative/Clerical**
City Council 16 – 73 5/2/2023
Local Assistance Procedures Manual EXHIBIT 10-H2
Cost Proposal NOTES:
1. Key personnel must be marked with an asterisk (*) and employees that are subject to prevailing wage requirements must be marked with two asterisks (**).All costs must comply with the Federal cost principles. Subconsultants will provide their own cost proposals.
2. The cost proposal format shall not be amended.
3. Billing rate = actual hourly rate * (1+ ICR) * (1+ Fee). Indirect cost rates should be based on the consultant’s annual accounting period, established by a cognizant agency by Caltrans. All costs must comply with the Federal cost principles for reimbursement.
4. For named employees and key personnel enter the actual hourly rate. For classifications only, enter the Average Hourly Rate for that classification.
EXHIBIT 10-H2 COST PROPOSAL Page 3 of 4
SPECIFIC RATE OF COMPENSATION (USE FOR ON-CALL OR AS-NEEDED CONTRACTS) (CONSTRUCTION ENGINEERING AND INSPECTION CONTRACTS)
Consultant
Project No.
Geospatial Professional Solutions, Inc. (GPSi)
RFP 19-090 Contract No.
SCHEDULE OF OTHER DIRECT COST ITEMS (Add additional pages as necessary) Prime Consultant Subconsultant
Date Feb. 9, 2023
Description of Item Quantity Unit Unit Cost Total
Ultracam Falcon Prime Digital Photogrammetric
Camera (hourly)
Riegl Lidar Sensor LMS-Q780 (hourly)
Aircraft ‐ Cessna Turbo 206H $1,500 (hourly)
$
$
$
$
$
$
$
$
2,100.00
2,750.00
1,500.00
$
$
$
$
$
$
$
$
Note: Add additional pages if necessary.
NOTES:
1. 2.
3. 4.
List other direct cost items with estimated costs. These costs should be competitive in their respective industries and supported with appropriate documentation.
Proposed ODC items should be consistently billed regardless of client and contract type.
Items when incurred for the same purpose, in like circumstance, should not be included in any indirect cost pool or in the overhead rate.
Items such as special tooling, will be reimbursed at actual cost with supporting documentation (invoice). City Council 16 – 74 5/2/2023
5. Items listed above that would be considered "tools of the trade" are not reimbursable as other direct cost. EXHIBIT 10-H2 Cost Proposal
Local Assistance Procedures Manual
6. 7.
Travel related costs should be pre-approved by the contracting agency and shall not exceed current State Department of Personnel Administration rules.
If mileage is claimed, the rate should be properly supported by the consultant's calculation of their actual costs for company vehicles. In addition, the miles claimed should be supported by mileage logs.
8. If a consultant proposes rental costs for a vehicle, the company must demonstrate that this is its standard procedure for all of their contracts and that they do not own any vehicles that could be used for the same purpose.
9. The cost proposal format shall not be amended. All costs must comply with the Federal cost principles.
10. Add additional pages if necessary.
11. Subconsultants must provide their own cost proposals City Council 16 – 75 5/2/2023
Local Assistance Procedures Manual EXHIBIT 10-H1
Cost Proposal
EXHIBIT 10-H2 COST PROPOSAL Page 3 of 3
Certification of Direct Costs:
I, the undersigned, certify to the best of my knowledge and belief that all direct costs identified on the cost proposal(s) in this contract are actual, reasonable, allowable, and allocable to the contract in accordance with the contract terms and the following requirements:
7. Generally Accepted Accounting Principles (GAAP)
8. Terms and conditions of the contract
9. Title 23 United States Code Section 112 - Letting of Contracts
10. 48 Code of Federal Regulations Part 31 - Contract Cost Principles and Procedures
11. 23 Code of Federal Regulations Part 172 - Procurement, Management, and Administration of Engineering and Design Related Service
12. 48 Code of Federal Regulations Part 9904 - Cost Accounting Standards Board (when applicable) All costs must be applied consistently and fairly to all contracts. All documentation of compliance must be retained in the project files and be in compliance with applicable federal and state requirements. Costs that are noncompliant with the federal and state requirements are not eligible for reimbursement.
Prime Consultant or Subconsultant Certifying:
Name: Title *:
Signature :
Email:
Date of Certification (mm/dd/yyyy):
Phone Number:
Address:
* An individual executive or financial officer of the consultant’s or subconsultant’s organization at a level no lower than a Vice President or a Chief Financial Officer, or equivalent, who has authority to represent the financial information utilized to establish the cost proposal for the contract.
List services the consultant is providing under the proposed contract:
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GRWFDJRYSURJUDPVORFDODVVLVWDQFHIRUPVORFDODVVLVWDQFHSURFHGXUHVPDQXDOIRUPV City Council 16 – 101 5/2/2023
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City Council 16 – 102 5/2/2023
Professional Land Surveying Services
City of Santa Ana
Public Works Agency
October 24, 2019
RFP No. 19-090
City Council 16 – 103 5/2/2023
City of Santa Ana
Attn.: Sean Thomas, PE
Public Works Agency; M-36
20 Civic Center Plaza
3rd Floor Reception, Ross Annex
Santa Ana, CA 92701
RE: RFP No. 19-090, On-Call
Professional Land Surveying
Services in the City of Santa Ana
October 24, 2019
Design with community in mind
Dear Mr. Thomas,
Surveying is the foundation that communities are built on. Upholding a community of over 330,000 people is a challenging task for the City of Santa Ana Public Works $JHQF\:HXQGHUVWDQGWKHLPSRUWDQFHRIVHOHFWLQJDTXDOL¿HGSDUWQHUWRSURYLGH surveying services. Stantec Consulting Services Inc. (Stantec) is that partner. As your surveying partner, we will listen closely to your needs, seek to understand deeper project purposes, and identify critical path solutions.
There’s no boundary to our availability. :LWKEUDQFKRI¿FHVWKURXJKRXWVRXWKHUQ &DOLIRUQLD\RXZLOOEHQH¿WIURPDWHDPWKDWKDVVXFFHVVIXOO\FRPSOHWHGVXUYH\LQJ VHUYLFHVIRUPRUHWKDQ\HDUV:HNQRZWKDWRQFDOOFRQWUDFWVHEEDQGÀRZ:HKDYH the resources and adaptability to respond to challenges and meet any project’s needs.
Principal-in-charge/project manager and primary contact Greg Sebourn, PLS, will oversee assembling the required staff, developing a work plan, and executing tasks in a timely manner.
7KHULJKWÀUPWHDPH[SHULHQFHBecause we have a strong history of successfully managing and delivering on-call task orders, there is no learning curve to managing tasks, scheduling, budgets, and—most importantly—providing you with the right staff at the right time. Our Survey/Geomatics Department is staffed with exceptional level TXDOL¿HGSURIHVVLRQDOVZKRKDYHVXEVWDQWLDOH[SHULHQFHLQSURYLGLQJGHVLJQDQG construction surveying services for various municipal facilities, transportation, water resources, land development, waste management agencies, and construction projects throughout southern California. We have the current technology and training on hand to provide you the most accurate, safe, and economical services. 6SHFLDOL]HGVXEFRQVXOWDQWVDQGFRPPLWPHQWWRPHHWLQJ\RXUDQWLFLSDWHG SDUWLFLSDWLRQOHYHOVIRUVPDOODQGPLQRULW\EXVLQHVVHVWe have a long history of ZRUNLQJZLWKVPDOOORFDO¿UPVDQGDUHFRPPLWWHGWRHQJDJLQJRXUWHDPLQJSDUWQHUV
Geospatial Professional Solutions Inc. (GPSi) and Cabrinha, Hearn & Associates (CHA).
They have seamlessly collaborated with us on numerous efforts over the years. )RFXVHGRQRXUSHRSOH)RFXVHGRQVDIHW\The way we treat our people, clients, and QHLJKERUVUHÀHFWVZKRZHDUHZKDWZHEHOLHYHLQDQGKRZZHGRRXUZRUN,QWHJUDWLQJ practical Health, Safety, and Environment programs into our work helps protect our people from injuries, property loss, and environmental damage. <RXUSURMHFWVDUHRXUSULRULW\Your projects and their successful delivery are our priority. This means that each assignment receives the detailed attention and best TXDOL¿HGWHDPPHPEHUVIRUWKHVSHFL¿FVHUYLFHVUHTXLUHG Greg Sebourn is your point of contact and is authorized to make legally binding commitments for Stantec Consulting Services Inc. Stantec concurs with the provisions contained in the sample agreement provided as Attachment 3 to the RFP. Required FHUWL¿FDWHVDUHSURYLGHGLQ$SSHQGL[%RIWKLVSURSRVDO Regards,
Greg Sebourn, PLS
Principal-in-Charge/Project Manager
38 Technology Drive
Irvine CA 92618-5312
Phone: (949) 923-6953
[email protected]
Tony Cuomo, PLS
Mapping Manager
38 Technology Drive
Irvine CA US 92618-5312
Phone: (949) 923-6112
[email protected]
Stantec Consulting Services Inc.
38 Technology Drive • Irvine, CA 92618-5312
ds,
Sebourn PLS
SS
Tony Cuomo, PLS
Mapping Manager
City Council 16 – 104 5/2/2023
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About Stantec
Communities are fundamental. Whether around the corner or across the globe, they provide a foundation, a sense of place and of belonging. That’s why at Stantec, we always design with community in mind.
We care about the communities we serve—because they’re our communities too. We’re designers, engineers, scientists, and project managers, innovating together at the intersection of community, creativity, and client relationships. Balancing these priorities results in projects that advance the quality of life in communities across the globe.
Our Organizational Stability
Stantec Consulting Services Inc. is a public company that was incorporated in New York in 1929 (FEIN 11-2167170). It is also a publicly traded entity listed on the New York Stock Exchange (Symbol: STN) and the Toronto Stock Exchange (Symbol: STN).
We are required to be financially stable in order to maintain these listings and we are required to adhere to the Internal Control–Integrated Framework issued by the Committee of Sponsoring Organizations of the Treadway Commission “(2013 framework)” (the COSO criteria). We are subject to ongoing independent audits that prove our financial stability and credit worthiness. We will submit audited financial statements as requested by the City of Santa Ana (City.)
Firm and
Team
Experience
City Council 16 – 105 5/2/2023
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Our Strength
The Stantec community currently unites approximately
22,000 employees working worldwide with more than 1,400 employees in California. Surveying services for the City will be manged from our offices in Irvine, California. Stantec currently holds a City of Santa Ana business license
(#173660).
Our Staff
We have assembled a team of highly qualified professionals to achieve your project goals. Greg Sebourn, Principal-inCharge/Project Manager, will be the City’s point of contact, and Ray Mansur, QA-QC/Resource Manager, will be the
backup lead in the unlikely event that Greg is unavailable.
The Key Staff Expertise matrix shown on page 4 highlights each person’s ability to accomplish the tasks in your Scope of Work. We have also considered each team member’s
time commitments and availability to perform their assigned tasks. Key staff résumés are provided in Appendix A and are sorted alphabetically by surname.
We are Qualified and
Committed to Your Task
Order
Because of our experience with working with the City of Santa Ana, we are well aware of your scheduling needs. In addition to key staff, we have ample support staff with similar and supplementary expertise to meet peak workload requirements. (Please refer to our organizational chart on page 5.) Efficient coordination within our proposed team is facilitated by long-standing professional relationships within the team, and between the team and many key members of
the city staff.
Our Subconsultants
We selected two subconsultants based on their experience with the tasks in the scope of work and their availability to commit to this contract. Stantec will serve as the
administrative liaison between the City and our
subconsultants.
Cabrinha, Hearn & Associates (CHA), a professional
surveying and mapping corporation, was founded in 1976.
CHA has extensive experience in providing services on
large-scale projects within Southern California, such as the GPSi continues a long tradition of providing high quality photogrammetric mapping and aerial imaging and LiDAR
products and services. They provide service to public
agencies and companies engaged in the design,
construction, and management of public works,
infrastructure systems, and the management of natural
resources. GPSi has the manpower and equipment to
accommodate time-critical and technically demanding
projects, and they support the missions of their clientele with a broad range of geospatial technologies.
GPSi features next-generation geospatial solutions that encompass aerial image acquisition, photogrammetry,
LiDAR, and Geographic Information Systems. They
recognize that your task orders require mapping data
rapidly, cost-effectively, and to required data standards.
The leadership team has a 27-year legacy of success in
meeting and exceeding their clients’ mission-critical needs that have rigorous standards and specifications. This is reflected in a high client retention rate and a legion of satisfied customers.
GPSi is a DBE/SBE/VSBE/WMBE/SB Micro certified firm
and is registered with the Department of Industrial Relations (1000030845.)
Crenshaw/LAX Extension, Purple Line Extension Section 1, several Caltrans on-call surveying contracts (as prime and subconsultant), California State University system (various campus sites), City of Pasadena on-call surveys, City of Santa Monica on-call surveys, Gold Line Eastside
Extension Tunneling Project, and Pasadena Light Rail
Project.
Our well-equipped and experienced personnel consistently deliver high-quality work on schedule and within budget, leading to their clients’ full satisfaction. CHA will perform their work with in-house staff. Should the need arise for additional personnel, IUOE Local 12 provides additional labor resources.
CHA is a DBE/SBE/CBE/LBE/LSBE/SB Micro certified firm,
and is registered with the California Department of
Industrial Relations (1000021302).
City Council 16 – 106 5/2/2023
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Team Member Role
Availability for Task OrderAerial MappingBoundary SurveysConstruction StakingHorizontal and VerticalControl NetworksLegal Descriptions and PlatsMap CheckingMonument PreservationRecords of SurveySubdivision MappingTopographic Surveys (Misc.) Stantec
Greg Sebourn, PLS Principal-in-Charge and
Project Manager 100%
Ray Mansur, PLS QA-QC/ Resource Manager
and Backup Lead 20%
Tessie Barriga, PE,
QSP/QSD
Project Engineer, Construction
Services Manager 100%
Tony Cuomo, PLS Mapping Manager 100%
Tim Eich, BS 3D Modeling 100%
Minh Le, PLS Project Surveyor 100%
Joseph Nelson, PLS Project Surveyor 100%
Jason Shockley, PLS Project Surveyor and
Field Manager 50%
Jim Steines, PLS Project Surveyor 80%
Justin Thomas, PLS Project Surveyor 100%
Todd Wilson, GISP Geographic Information Systems 100%
Cabrinha, Hearn & Associates
Camden Cabrinha, PLS Survey Project Manager 50%
Jamie Bertchume, PLS Party Chief 50%
GPSi
Ramon Ramos, PLS, CP Chief Photogrammetrist 100%
Alice Ramos, CP, GISP Aerial Production Manager and
QA/QC Oversight 100%
Paul Hamilton-Rivers Aerial Project Manager 100%
Key Staff Expertise Matrix
City Council 16 – 107 5/2/2023
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Staffing and Resources Management Organizational Chart
Our team structure provides effective direction, hands-on control, and comprehensive coordination. Team members were chosen based on their familiarity and experience working with you and local agencies, and their availability (indicated as percentages in the chart below and listed on page 3) to commit to this contract.
We have ample
equipment and
technical support staff
(shown in the box
below) with similar
and supplementary
expertise to meet peak
workload requirements
and execute task order
assignments within the
your desired timelines.
Santa Ana
Public Works Agency
SUBCONSULTANTS
Cabrinha, Hearn &
Associates (CHA)
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Camden Cabrinha, PLS - 50%
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Jamie Bertchume, PLS - 50%
BBBBBBBBBBBBBBBBB
GPSi
&KLHI3KRWRJUDPPHWULVW
Ramon Ramos, PLS, CP - 100%
$HULDO3URGXFWLRQ0DQDJHU
DQG4$4&2YHUVLJKW
Alice Ramos, CP, GISP - 100%
$HULDO3URMHFW0DQDJHU
Paul Hamilton-Rivers - 100%
QA-QC/Resource Manager
and Backup Lead
Ray Mansur, PLS - 20%
Principal-in-Charge
and Project Manager
Greg Sebourn, PLS - 100%
KEY STAFF
Mapping Manager
Tony Cuomo, PLS - 100%
Project Engineer, Construction
Services Manager
Tessie Barriga, PE, QSP/QSD - 100%
Project Surveyor and Field Manager
Jason Shockley, PLS - 50%
Project Surveyors
Minh Le, PLS - 100%
Joseph Nelson, PLS - 100%
Jim Steines, PLS 80%
Justin Thomas, PLS - 100%
3D Modeling
Tim Eich, BS - 100%
Geographic Information Systems
Todd Wilson, GISP - 100%
FIELD AND OFFICE SURVEYORS
&HUWL¿HG3DUW\&KLHI
John Dominguez, LSIT
Jesse Jobe, LSIT
Greg McKinstry, LSIT
Party Chief
David Costich
Paul Klein
Rene Rodriquez (CHA)
Jeffrey Stauffer
Edward Uribe (CHA)
Adam Weber
Chainman
Alberto Armas
Alex George
Michael Naylor (CHA)
Apprentice
Maxwell Krupp
Survey Technician
Keith Younglove
CAD Operator
Bernard Xu (CHA)
City Council 16 – 108 5/2/2023
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The City needs local, experienced State of California
licensed professional land surveyors to perform specific land surveying services on an as-needed or “on-call” basis, or project basis for Capital Improvement Program (CIP)
projects, and/or for projects under construction.
We understand that work consists of general land
professional surveying services for public works projects. and or projects related to City facilities. Since funding sources for each project may vary, we will assist the City through this contract to provide the necessary services.
Our team approach to your task order will be patterned after the successful approach we have refined on our prior
survey contracts with other public agencies. As stated
earlier, Greg Sebourn, Princpal-in-Charge/Project Manager, will be the designated single point of contact for all primary communication. Greg will strive to maintain open and
constant communication with City personnel to help ensure timely completion of all tasks.
Services may include the following:
• Preparing legal descriptions, plats and maps for
subdividing property
• Researching existing County and City records for survey monuments within the project area
• Searching for property line monuments, street centerline monuments, and benchmarks
• Performing boundary line adjustments
• Preserving/perpetuating monuments in areas impacted
by City projects
• Replacing lost or obliterated property corners
• Setting boundary markers or property corners
• Retracing boundaries for fences and other purposes
• Locating, relocating, establishing, reestablishing, or retracing property lines or boundaries of land parcels, rights-of-way, easements, or alignments of those lines or boundaries
• Preparing legal descriptions and information shown with the description of any deed or other title document
• Preparing Records of Survey
• Map checking services
• Construction services
• Miscellaneous services, including photogrammetric
surveying, aerial topographic mapping, and aerial
photography
Deliverables will vary from task to task, but a partial list would include, but not be limited to:
• Legal descriptions with accompanying plats
• 'UDIWDQG¿QDOUHFRUGVRIVXUYH\
• 'UDIWDQG¿QDOFRUQHUUHFRUGV
• 0DSFKHFNLQJUHYLHZ¿QDODSSURYDOOHWWHUVDQGUHGOLQH map comments
• Topographic products including CAD Planimetry and
VXUIDFH¿OHV
• Photogrammetric mapping products, including CAD
SODQLPHWU\DQGVXUIDFH¿OHVDQGGLJLWDOFRORU
RUWKRSKRWRJUDSK\¿OHV
• Relevant construction support including staking, cut
sheets, as-built maps, monuments and control points,
aerial photographs (digital orthophotography, etc.), and blue top surveying
Interrelationship with City Personnel
Having provided on-call services for the city on previous contracts, we have solid working relationships with many City Key Staff, including Sean Thomas, Monica Suter, John Gonzales, Mindy Ly, Gilbert Castillo, Robert Aguirre, Elias Ehab, and David Ramirez. Our team of on-call survey
consultants will work with City personnel and the other stakeholders to share information and resources to help ensure project consistency is maintained and that project milestones under this task order are met in a timely manner.
Insurance (and other) Requirements
Our team is qualified to perform all tasks identified for your task orders. We will comply with all stated requirements, conform to insurance requirements, adhere to safety and accident prevention, and maintain the fee schedule.
References
We are providing references for more than three public
agencies in the Relevant Project Experience table on the next page. We have also provided a few references for our subconsultants at the end of the table
Understanding of the City’s
Need
City Council 16 – 109 5/2/2023
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Relevant Project Experience
Project Name and Location Client Project Status Services Provided Description of Project (Challenges and Solutions) Reference Task Order Team Members Stantec Consulting Services Inc.
Cabrillo Park Drive City of Santa Ana Completed 2018 Centerline alignment and right-of-way base mapping; legal descriptions
Challenge: legal descriptions were to encompass approximately 70 oddly configured sidewalk pop-outs behind tree wellsSolution: worked with city project manager to develop an efficient geometry that significantly lowered the legal description costs Monica Suter, PE, TE, PTOECity Of Santa Ana - Public WorksDesign Engineering(714) [email protected] Tony Cuomo
Nutwood/Yale Area Infrastructure Improvements
City of FullertonPublic Works
Completed (pending county approval of 32 pre-construction corner records) Centerline alignment and right-of-way base mapping; right-of-way to right-ofway design-grade site topography (approx. 8,500'); utility potholing; pre-construction corner records No significant challenges were encountered David Grantham, PE City of FullertonPublic Works - Engineering (714) 738-6853 [email protected] Greg Sebourn, Tony Cuomo, Jeff Stauffer, John Dominguez, Joe Nelson, Tim Eich, Sue Harris Brookhurst Road and Orangethorpe Avenue Pavement Rehabilitation Projects City of Fullerton Public Works
Ongoing Centerline alignment and right-of-way
Base mapping; aerial topographic mapping (approx. 7,700'); preconstruction corner records No significant challenges were encountered David Grantham, PE City of FullertonPublic Works - Engineering (714) 738-6853 [email protected] Greg Sebourn, Tony Cuomo, John Dominguez, Joe Nelson, Tim Eich, Sue Harris, GPSi (subconsultant) Leticia Drive and La Plata Storm Drain Projects (Hacienda Heights) Los Angeles CountyDepartment of Public Works
Ongoing Geodetic control; centerline alignment
and right-of-way base mapping; right-ofway to right-of-way design-grade site topography (approx. 43,000'); record of survey; pre-construction corner records Challenge: LADPW requires that all topographic surveying be processed through Carlson Survey softwareSolution: Stantec purchased necessary software, trained with county personnel, and became proficient with the new software Mark Wittig, PLSSurvey Supervisor I, FCLos Angeles County DPW(626) [email protected] Greg Sebourn, Tony Cuomo, Jeff Stauffer, John Dominguez, Jamie Bertchume (CHA), Joseph Nelson, Tim Eich Monument Preservation (CC-1567 Zone 1 Residential Overlay) Project City of Huntington Beach, Public Works
Ongoing Design and construction related
services, conducted field survey to locate and/or establish centerline monuments and their accessories, prepared pre- and post-construction corner records, worked with private and public personnel Challenge: project includes 250 monuments located in the center of residential streets and are scheduled to be disturbed or destroyed by pavement rehabilitation efforts Solution: recovered monuments and tied them out to at leastfour tagged ties. (In cases where monuments or ties were missing,new monuments and/or ties were set.) Joe DerlethCity SurveyorCity of Huntington Beach(714) [email protected] Joseph Nelson, Tessie Barriga, Jason Shockley, Tim Eich, Alberto Armas, Alex George On-Call Land Surveying and Mapping Services for Orange County Sanitation District Orange County Sanitation District
Completed 2019 Construction staking, corner records,
monitoring surveys, site control, boundary surveys, aerial topography, map research, base maps, right-of-way documents
No significant challenges were encountered William (Bill) Gilbert Construction Inspection SupervisorOrange County Sanitation District(714) [email protected] Jim Steines, Ray Mansur, Jason Shockley
Mira Loma Women’s Detention Center Los Angeles
CountyDepartment of Public Works, ProjectManagementDivision Original Contract 2014; Current work June 2017-ongoing.
Surface utility surveying and encumbrance mapping, legal descriptions and plats Challenges: secure facility in Lancaster, somewhat remote; Los Angeles County Department of Public Works is client to California Department of General Services Solutions: developed a right-size budget to allow for scope revisions, clear and timely communication, worked with client to resolve competing interests Alicia RamosSenior Capital Projects ManagerProject Management Division II (626) [email protected] Greg Sebourn, Ray Mansur, Tessie Barriga, Joseph Nelson, Tim Eich, Jason Shockley Old River Leeds Road Los Angeles
CountyDepartment of Public Works, ProjectManagementDivision Completed 9/2017 Topo surveying and control for traffic improvements
No significant challenges were encountered Yugal Lall
Senior Capital Projects Manager Project Management Division II(626) 476-2837 [email protected] Greg Sebourn, Ray Mansur, Tessie Barriga, Joseph Nelson, Tim Eich, Jason Shockley City Council 16 – 110 5/2/2023
Project Name and Location Client Project Status Services Provided D RI 6WDQWHF
escription of Project (Challenges and Solutions) Reference Task Order Team Members Stantec Consulting Services Inc.
Rancho Los Amigos National Rehabilitation Center Utility and Tunnel Survey Los Angeles CountyDepartment of Public Works, ProjectManagementDivision Ongoing Topo mapping of utilities and tunnels Challenges: confined space for surveying, safety Solutions: adhered to all safe work practices, clear communication with Los Angeles County Department of Public Works Yugal LallSenior Capital Projects Manager, Project Management Division II(626) [email protected] Greg Sebourn, Ray Mansur, Tessie Barriga, Joseph Nelson, Tim Eich, Jason Shockley South Whittier Outfall Sanitation Districts
of Los Angeles County
Completed 12/2017 Aerial control, topo survey and mapping, manhole surveys, and right-of-way mapping
Challenges: schedule was critical Solutions: well-organized scope with closely managed staff delivered the project within the critical schedule Michael Tatalovich, Section Head, Sewer Design Section(562) 908-4288 [email protected] Gardner, Supervising Designer, Sewer Design Section(562) 908-4288 ext 1615 [email protected] Greg Sebourn, Ray Mansur, Tessie Barriga, Joseph Nelson, Tim Eich, Jason Shockley Green Lane Pump Station Sanitation Districts
of Los Angeles County
Completed 8/2017 Aerial control, topo survey and mapping, manhole surveys, and right-of-way mapping
Challenges: schedule was critical Solutions: well organized scope with closely managed staff delivered the project within the critical schedule Michael Tatalovich, Section Head, Sewer Design Section(562) 908-4288 [email protected] Gardner, Supervising Designer, Sewer Design Section(562) 908-4288 ext 1615 [email protected] Greg Sebourn, Ray Mansur, Tessie Barriga, Joseph Nelson, Tim Eich, Jason Shockley Cabrinha Hearn & Associates Experience
Westside Extension, Segment 1Los Angeles, CA
WEST JV/METRO 10/2013 - Ongoing Horizontal and vertical project control verification and densification survey; exploratory shaft site monitoring; as-built surveys and mapping; advanced utility relocation layout and construction staking; utility plan verifications; monument preservation/restoration, topographic design/as-built mapping; and western station track alignment and platform as-built Challenges: heavy rail, 9-mile subway extension project under construction; tunneling under heavily populated areasSolutions: as-built mapping provided to accommodate utilities relocation often with less than an 8-hour request window to enable the design/build team to accurately locate utilities for station box/decking design and placement Joe DeMelloLA Metro Director, Construction Management Westside Extension(323) 900-2112 [email protected] Camden Cabrinha, Jamie Bertchume, Edward Uribe, Rene Rodriguez, Bernard Xu
GPSi Experience
LADWP 230 KV Scattergood Plan and ProfileLos Angeles, CA Los Angeles Department of Water and Power (LADWP)/Stantec 2/2016 - 3/2016 As subconsultant, provided:
photogrammetric mapping 1”=40’, 1-foot contours, orthos Challenges: LAX is one of the busiest airports in the world with difficult low altitude flying directly in the AP take off zoneSolution: aerial survey and photogrammetric mapping 1”=40’ w/ 1’ CI, 11 linear miles; flight coordination with air traffic control Tessie Barriga PEStantec(949) [email protected] Ramon Ramos, Maria Alice Ramos, Paul Hamilton-Rivers
Sediment Augmentation ProjectSeal Beach CA
Fish & Wildlife Services
4/2016 - 5/2016 As prime, provided: photogrammetric
mapping 1”=20’, 0.5-foott contours, 4-band orthos
Challenge: revitalization and preservation of the Seal Beach wetlands requiring coordination with multiple Federal agencies, such as USGS and Fish & Wildlife ServicesSolution: aerial survey and photogrammetric mapping 1”=20’ w/ 0.5’ CI, collecting point data using SGM methods whilst still achieving a very high accuracy set of mapping deliverables along with four-band digital orthophotography Kirk Gilligan, Refuge Manager Fish & Wildlife Services(909) [email protected] Ramon Ramos, Maria Alice Ramos, Paul Hamilton-Rivers
City Council 16 – 111 5/2/2023
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Project Approach Outline
Our proven project approach procedure highlighted below can and will be modified to accommodate the specific tasks under the City’s contract.
Notice to Proceed
As Principal-in-Charge/Project Manager, Greg Sebourn,
PLS, will coordinate with the City and our team to review the task order scope of services, safety requirements, and estimated fees to accomplish the specific task. Alternative survey methods will be considered; and task-specific
responsibilities will be assigned to specific team members, as deemed applicable, by meeting in advance with City
personnel.
Research and Field Preparation
Our Mapping Manager, Tony Cuomo, will work with City
personnel to obtain copies of maps, plans, as-builts, CAD files, and other records needed for each specific task. Our team will use the research above to develop a survey crew package consisting of the project safety plan, the scope of services outline (field requests); entry permits and access instructions; control diagrams and coordinate files; existing monuments and record information; construction
calculations; and/or alignments specific to the given survey task.
Field Survey
Our team members have several years of experience
working in heavy construction zones, high traffic areas, and confined spaces. With state-of-the-art conventional total stations, GPS receivers, digital levels, Unmanned Aerial Systems (UAS), and laser scanners, we confirm that the
right tool is used for the right job.
When construction support is required, our team includes licensed California professional land surveyors, professional engineers, and certified party chiefs to supervise the
construction staking, as-builts, and QA/QC required.
All Stantec survey parties are fully equipped to tackle any construction staking necessary and can be deployed within 48 hours of a field survey request.
Data Reduction and Base-Mapping
Our team interprets field measurements through the use of digital field notes, uses a “field-to-finish” method of data collection, and can provide deliverables in “Microstation” (or Civil3D) format as deemed appropriate by the City.
Our team‘s experience in construction staking services and our professional land surveyors are on staff to supervise the preparation of mapping exhibits and construction staking.
Map Checking
Stantec is one of very few Orange County firms that can claim to have extensive experience with subdivision map, record of survey, and legal description map checking. Greg Sebourn and Tony Cuomo have developed expertise with
the elements involved in clearing the map check process through years of experience at previous engagements. Tony has reviewed literally hundreds of maps and legal
descriptions for compliance with professional standards of practice, agency standards and ordinances, and State law.
He was a contributory author for sections of the City of Irvine Subdivision Manual. We maintain a high level of
professional involvement with cities, counties, and
agencies, together with local and statewide professional organizations that track changes in the law that govern the subdivision process. Several of us have served or are
currently officers in these organizations, including
participation in Professional Practice Committees that act as an oversight group to ensure the utmost in ethics,
professional conduct, and standard of care in the local survey community.
Quality Assurance and Quality Control
of Deliverables
To help ensure the accuracy and completeness of project documents and deliverables for each task, in-house QA/QC reviews will be conducted by the QA/QC manager or field survey manager as appropriate for the task. Our team’s
commitment to excellence is evidenced by the quality of the work that we do.
Scope of Services and
Schedule
City Council 16 – 112 5/2/2023
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Resource Management Plan
We are committed to providing qualified and experienced staff for this effort. We have staff in offices throughout southern California who are excited for the opportunity to provide their support to Santa Ana. We anticipate an
experienced team of qualified professionals to have
substantial availability immediately.
Our key individuals’ (principal-in-charge, project managers, project surveyors, photogrammetrists) committed availability averages 85%.
For this on-call contract, we have identified a dozen highly qualified, licensed technical experts. We have appointed Ray Mansur, PLS, as the resource manager to help ensure sufficient staff resources continue to remain available for the duration of the contract. Ray serves as Stantec’s US West discipline leader for land surveying, and he manages
technical teams totaling more than 100 across the Western US. Our Southern California staff includes more than 60 experienced surveying professionals.
Additionally, we provide aerial mapping services with our own equipment and staff, as well as through our DBE
partner GPSi. GPSi has committed 100 percent of their
availability for the duration of the contract.
Fee Proposal
Our fee proposals and Caltrans forms are provided under separate cover as requested.
Certificates
Stantec’s signed certificates are provided in Appendix B.
City Council 16 – 113 5/2/2023
Appendix B
Certificates
City Council 16 – 114 5/2/2023
City Council 16 – 115 5/2/2023
City Council 16 – 116 5/2/2023
City Council 16 – 117 5/2/2023
City Council 16 – 118 5/2/2023
City Council 16 – 119 5/2/2023
Design with community in mind
City Council 16 – 120 5/2/2023
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Stantec Consulting Services Inc.
950,000 12/28/2023
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2/28/2023
Geospatial Professional Solutions, Inc. (GPSI) 20000Cabrinha, Hearn, and Associates 75000 ✔
City Council 16 – 123 5/2/2023
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6XEFRQVXOWDQWVPXVWSURYLGHWKHLURZQFRVWSURSRVDOV City Council 16 – 124 5/2/2023
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Gregory C. Sebourn, PLS Principal-In-Charge, Contract Manager 2/28/2023
[email protected] 949-351-8057
38 Technology Dr., Ste 200, Irvine CA 92618
As-Needed Land Surveying and Mapping Services
City Council 16 – 125 5/2/2023
Local Assistance Procedures Manual Exhibit 10-H
Cost Proposal
Note: Mark-ups are Not AllowedConsultant or Subconsultant Stantec Consulting Service Inc. Contract No. Date 2023-2025 Fringe Benefit % + Overhead % + General Administration %
= Combined Indirect Cost Rate (ICR) %
Included
+ 165.248%
+ Included 165.248%
FEE % = 12.00%
Actual or Avg. % or $ increase Hourly range - for
hourly rate3 classifications only
$342.47 N/A N/A 1/1/2023 12/31/2023 $115.28 0
$352.75 N/A N/A 1/1/2024 12/31/2024 $118.74 3.00%$363.33 N/A N/A 1/1/2025 12/31/2025 $122.30 3.00%$261.55 N/A N/A 1/1/2023 12/31/2023 $88.04 0$269.39 N/A N/A 1/1/2024 12/31/2024 $90.68 3.00%$277.48 N/A N/A 1/1/2025 12/31/2025 $93.40 3.00%$214.19 $321.29 $428.39 1/1/2023 12/31/2023 $72.10 0$220.62 $330.93 $441.24 1/1/2024 12/31/2024 $74.26 3.00% $227.24 $340.86 $454.47 1/1/2025 12/31/2025 $76.49 3.00% $153.80 $230.70 $307.59 1/1/2023 12/31/2023 $51.77 0$158.41 $237.62 $316.82 1/1/2024 12/31/2024 $53.32 3.00%$163.16 $244.75 $326.33 1/1/2025 12/31/2025 $54.92 3.00% $136.09 $204.14 $272.18 1/1/2023 12/31/2023 $45.81
0 $140.17 $210.26 $280.35 1/1/2024 12/31/2024 $47.18 3.00% $144.38 $216.57 $288.76 1/1/2025 12/31/2025 $48.60 3.00% Notes:2. the cost proposal format shall not be amended. $70-$80
Sample On-Call Land Surveying Services
SPECIFIC RATE OF COMPENSATION (USE FOR ON-CALL OR AS-NEEDED CONTRACTS) (CONSTRUCTION ENGINEERING AND INSPECTION CONTRACTS)
BILLING INFORMATION CALCULATION INFORMATION
Name/Job Title/Classification1 Hourly Billing Rates2 Effective date of hourly rate Straight OT(1.5x) OT(2x) From To Survey/CAD Technician $50-$60Project Coordinator $40-$50PIC/Contract Manager $110-$120Senior Surveyor $85-$95Project Surveyor /Sr. Survey Technician
1. Key personnel must be marked with an asterisk (*) and employees that are subect to prevailing wage requirements must be marked with two asterisks (**). All costs must comply with the Federal cost principals. Subconsultants will provide their own cost proposals.
3. Billing rate = actualy hourly rate * (1+ICR) * (1+Fee). Indirect costs rates should be based on the consultant's annual accounting period, established by a cognizant agency by Caltrans. All costs must comply with the Federal cost principles for reimbursement.4. For named employees and key personnel enter the actual hourly rate. For classifications only, enter the Average Hourly Rate for that classification LPP 15-01 2/28/2023
City Council 16 – 126 5/2/2023
Local Assistance Procedures Manual Exhibit 10-H
Cost Proposal
Note: Mark-ups are Not AllowedConsultant or Subconsultant Stantec Consulting Service Inc. Contract No. Date 2023-2025 Fringe Benefit % + Overhead %
+ General Administration %
= Combined Indirect Cost Rate (ICR) %
Included 165.248%
+ Included 121.670%
FEE % = 12.00%
Actual or Avg. % or $ increase Hourly range - for
hourly rate3 classifications only
$184.37 $276.55 $368.73 1/1/2023 12/31/2023 $74.26 0$189.90 $284.84 $379.79 1/1/2024 12/31/2024 $76.49 3.00% $195.59 $293.39 $391.19 1/1/2025 12/31/2025 $78.78 3.00% $175.18 $262.77 $350.36 1/1/2023 12/31/2023 $70.56 0$180.43 $270.65 $360.87 1/1/2024 12/31/2024 $72.68 3.00%$185.85 $278.77 $371.70 1/1/2025 12/31/2025 $74.86 3.00% $170.09 $255.14 $340.18 1/1/2023 12/31/2023 $68.51 0$175.19 $262.79 $350.39 1/1/2024 12/31/2024 $70.57 3.00% $180.45 $270.67 $360.90 1/1/2025 12/31/2025 $72.68 3.00% $151.52 $227.28 $303.04 1/1/2023 12/31/2023 $61.03 0$156.07 $234.10 $312.13 1/1/2024 12/31/2024 $62.86 3.00% $160.75 $241.12 $321.49 1/1/2025 12/31/2025 $64.75 3.00%$107.80 $161.70 $215.60 1/1/2023 12/31/2023 $43.42 0$111.03 $166.55 $222.07 1/1/2024 12/31/2024 $44.72 3.00% $114.36 $171.55 $228.73 1/1/2025 12/31/2025 $46.06 3.00% $80.86 $121.29 $161.72 1/1/2023 12/31/2023 $32.57 0
$83.29 $124.93 $166.58 1/1/2024 12/31/2024 $33.55 3.00%$85.79 $128.68 $171.57 1/1/2025 12/31/2025 $34.55 3.00% Notes:2. the cost proposal format shall not be amended.
Sample On-Call Land Surveying Services
SPECIFIC RATE OF COMPENSATION (USE FOR ON-CALL OR AS-NEEDED CONTRACTS) (CONSTRUCTION ENGINEERING AND INSPECTION CONTRACTS)
BILLING INFORMATION CALCULATION INFORMATION
Party Chief* N/A Local 12 Rate
Name/Job Title/Classification1 Hourly Billing Rates2 Effective date of hourly rate Straight OT(1.5x) OT(2x) From To
4. For named employees and key personnel enter the actual hourly rate. For classifications only, enter the Average Hourly Rate for that classification1. Key personnel must be marked with an asterisk (*) and employees that are subect to prevailing wage requirements must be marked with two asterisks (**). All costs must comply with the Federal cost principals. Subconsultants will provide their own cost proposals.
3. Billing rate = actualy hourly rate * (1+ICR) * (1+Fee). Indirect costs rates should be based on the consultant's annual accounting period, established by a cognizant agency by Caltrans. All costs must Chainman*
comply with the Federal cost principles for reimbursement.
N/A Local 12 Rate
Survey Apprentice G* N/A Local 12 RateSurvey Apprentice C* N/A Local 12 RatePLS Party Chief* N/A Local 12 RateCertified Party Chief* N/A Local 12 Rate LPP 15-01 2/28/2023
City Council 16 – 127 5/2/2023
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City Council 16 – 129 5/2/2023|2LhV
City Council 16 – 130 5/2/2023
City Council 16 – 131 5/2/2023
City Council 16 – 132 5/2/2023
City Council 16 – 133 5/2/2023
Local Assistance Procedures Manual EXHIBIT 10-H2
Cost Proposal
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Name/Job Title/Classification1 Actual or Avg. % or $ Hourly Range Straight3 OT (1.5x) OT (2x) From To Hourly Rate4 Increase Classifications Only $293.30 exempt exempt 4/4/2023 4/4/2026 $96.15 2.5%$150.08 $225.12 $300.16 4/4/2023 4/4/2026 $49.20 2.5%$142.42 $213.64 $284.85 4/4/2023 4/4/2026 $46.69 2.5%$114.27 $171.40 $228.54 4/4/2023 4/4/2026 $37.46 2.5%$112.87 $118.51 $225.73 4/4/2023 4/4/2026 $37.00 2.5% $74.22 $77.93 $148.43 4/4/2023 4/4/2026 $24.33 2.5%
Hourly Billing Rates2 Effective Date of Hourly Rate
EXHIBIT 10-H2 COST PROPOSAL Page 1 of 4
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BILLING INFORMATION CALCULATION INFORMATION
Project Manager*Photogrammetrist**Lidar Specialist**Photogrammetric Technician**CAD/GIS Specialist**Administrative/Clerical** City Council 16 – 134 5/2/2023
Local Assistance Procedures Manual EXHIBIT 10-H2
Cost Proposal NOTES:
1. Key personnel must be marked with an asterisk (*) and employees that are subject to prevailing wage requirements must be marked with two asterisks (**).All costs must comply with the Federal cost principles. Subconsultants will provide their own cost proposals.2. The cost proposal format shall not be amended.3. Billing rate = actual hourly rate * (1+ ICR) * (1+ Fee). Indirect cost rates should be based on the consultant’s annual accounting period, established by a cognizant agency by Caltrans. All costs must comply with the Federal cost principles for reimbursement.4. For named employees and key personnel enter the actual hourly rate. For classifications only, enter the Average Hourly Rate for that classification. &RQVXOWDQW *HRVSDWLDO3URIHVVLRQDO6ROXWLRQV,QF
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City Council 16 – 135 5/2/2023
Local Assistance Procedures Manual EXHIBIT 10-H2
Cost Proposal
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16 – 136 5/2/2023
Local Assistance Procedures Manual EXHIBIT 10-H1
Cost Proposal