January 2018
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 : Date of Certification (mm/dd/yyyy):
Email: 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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AGREEMENT WITH TOWILL, 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, Towill, 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. 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.
C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
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 EXHIBIT 3
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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. 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. c. 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. Reimbursement for transportation and subsistence costs shall not exceed the rates as specified in the approved Cost Proposal.
f. 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. Progress payments for each Task Order will be made monthly in arrears based on services provided and actual costs incurred.
h. 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.
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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. Task Orders may not be used to amend this Agreement and may not exceed the scope of work under this Agreement.
o. 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. Consultant’s Project Manager shall meet with City’s Project Manager, as needed, to discuss progress on the project(s).
r. 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 City Council 16 – 140 5/2/2023
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. 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.
b. 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.
c. 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. Consultant is advised that any recommendation for contract award is not binding on City until the Agreement is fully executed and approved by City. c. 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 City Council 16 – 141 5/2/2023
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. Consultantshall pay allsalaries 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) 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.
(iv) 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.
(v) 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, City Council 16 – 143 5/2/2023
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) Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the Entity. (iv) 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. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
ii. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
iii. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of 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 costsforspecial 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. 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.
b. 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. c. 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 City Council 16 – 146 5/2/2023
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. Consultantshall 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. 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.
c. 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: Towill, Inc.
Attn: Marvin E. Miller, Regional Director
500 S. Main Street, Suite 540
Orange, CA 92868
(949) 261-1900
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 City Council 16 – 148 5/2/2023
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. Consultant shall pay its subconsultants within fifteen (15) calendar days from receipt of each payment made to Consultant by City.
d. All subcontracts entered into as a result of this Agreement shall contain all the provisions stipulated in this Agreement to be applicable to subconsultants. e. 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. 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.
b. 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.
c. 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 City Council 16 – 151 5/2/2023
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. All certifications required for the Bid are attached hereto as part of Exhibit B to the Agreement.
l. 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 City Council 16 – 152 5/2/2023
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 – 153 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 – 154 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 exhibitsreferenced herein and attached hereto shall be incorporated asif fully set forth in the body of this Agreement.
[signatures on following page]
City Council 16 – 155 5/2/2023
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written.
CITY OF SANTA ANA
_______________________
Kristine Ridge
City Manager
ATTEST:
_______________________
Jennifer L. Hall
City Clerk
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
By: _______________________
Brandon Salvatierra
Deputy City Attorney
TOWILL, INC.
________________________
By:
Title:
RECOMMENDED FOR APPROVAL:
________________________
Nabil Saba
Executive Director,
Public Works Agency
Marvin E. Miller
Regional Director
City Council 16 – 156 5/2/2023
EXHIBIT A
City Council 16 – 157 5/2/2023
City of Santa Ana RFP 19-090
Page A1-1
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.
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City of Santa Ana RFP 19-090
Page A1-2
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 Council 16 – 159 5/2/2023
City of Santa Ana RFP 19-090
Page A1-3
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 Council 16 – 160 5/2/2023
City of Santa Ana RFP 19-090
Page A1-4
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 Council 16 – 161 5/2/2023
City of Santa Ana RFP 19-090
Page A1-5
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 Council 16 – 162 5/2/2023
EXHIBIT B
City Council 16 – 163 5/2/2023
PROPOSAL TO PROVIDE
On-call Professional Land Surveying Services
RFP No. 19-090
SUBMITTED ON OCTOBER 24, 2019
PREPARED BY TOWILL, INC.
City Council 16 – 164 5/2/2023
City of Santa Ana RFP No. 19-090
Professional Land Surveying Services
Submitted October 24, 2019
October 24, 2019
City of Santa Ana
Attn: Mr. Sean Thomas, PE
Public Works Agency; M-36
20 Civic Center Plaza; 3rd Floor Reception, Ross Annex
Santa Ana, CA 92701
RE: Request for Proposal No. 19-090
Professional Land Surveying Services
Dear Mr. Thomas:
Towill, Inc. (Towill) is pleased to present our team’s qualifications and proposal to provide as needed surveying support to the City of Santa Ana (City) in response to your Request for Proposal (RFP). Since 1955, Towill has provided highly specialized geomatics services to clients throughout California. We are proud of the work we have accomplished and the relationships we have built along the way, and we are eager to establish a strong working relationship with the City.
Who We Are
Towill is a surveying and mapping firm; this is our sole focus and has been for the past 64 years. This is what we do, all we do, and we do it all in-house. We are not a division of a larger engineering company where priorities and resources can shift. We do not have an internal client base (other engineers) that can provide us with work when projects slow down. Since our clients can choose who they hire, we must strive for excellence in all we do.
As a professional services firm and as individuals, our number one goal is to provide our clients with on time, first time right project deliverables. Since we are solely focused on geomatics services, we attract and retain a core group of passionate staff and focus our investments on new survey equipment and the latest software.
Towill’s key personnel who will be assigned to this contract have on average 27 years of professional experience in field surveying, photogrammetric mapping, remote sensing, and GIS.
We take pride in designing cost-efficient technical approaches that continually meet or exceed our clients’ requirements for every project assignment. Our goal is never to just complete a survey/mapping design task, but to provide valuable geospatial information that will be used by engineers and others to improve the places we work and live. Whether it is for a small boundary survey or a large topographic base map, we understand that we are an important and valuable part of the overall project.
Expert Project Management
Towill has assembled a versatile team with exceptional technical experience and professional qualifications, and a commitment to responsiveness to meet your objectives. Leading the team as Project Manager will be James Rios, PLS. James is a Professional Land Surveyor with 21 years of experience as a Project Manager, Project Surveyor, and Party Chief. James has well-rounded experience with a heavy focus on projects for Southern California public sector clients, including but not limited to the Cities of Irvine, Yucaipa, Chino, local transportation agencies such as OCTA, RCTC, SBCTA, and the Port of Long Beach. Many of James’ project assignments have been completed according to Caltrans specifications with MicroStation V8 deliverables.
Cover Letter
City Council
1 16 – 165 5/2/2023
City of Santa Ana RFP No. 19-090
Professional Land Surveying Services
Submitted October 24, 2019
Towill has enhanced our team with the addition of DBE/SBE firm Chaudhary & Associates, Inc. (Chaudhary) as a subconsultant to provide added field survey capacity. Located in Long Beach, Chaudhary has been providing quality construction surveying, design, and right of way services in Southern California for the past 43 years.
Towill has an excellent working relationship with Chaudhary and has utilized their expertise on several projects throughout Southern California and the entire State of California.
Required Information
I, Marvin E. Miller, will have contractual responsibility with the City of Santa Ana during the period of proposal evaluation and my contact information follows at the end of this Cover Letter. Towill will serve as the Prime Consultant for the City of Santa Ana and Chaudhary will work as a DBE subconsultant to Towill. I am authorized to make legally binding commitments for Towill.
Contract Agreement Statement
Towill agrees to any and all provisions as contained in the Agreement in the RFP.
In closing, I am pleased to present you with a uniquely qualified team that has the support, when and if needed, of Towill’s entire corporate resources. I trust that the following proposal is sufficient in detail for your evaluation. However, should you have any questions or require additional information, please do not hesitate to contact me by phone at (949) 261-1900 or via email at [email protected]. Thank you in advance for your consideration of Towill, Inc. We look forward to the opportunity to be of service to the City of Santa Ana on this contract.
Sincerely,
TOWILL, INC.
Marvin E. Miller, MBA, RPP, PLS, CP, PPS, SP
Regional Director
Contractual Responsibility
Name: Marvin E. Miller
Title: Regional Director
Address: Towill, Inc.
500 S. Main Street, Suite 540
Orange, CA 92868-4507
Email: [email protected]
Phone: 949.261.1900 ext. 1504
Project Management
Name: James Rios
Title: Project Manager
Address: Towill, Inc.
500 S. Main Street, Suite 540
Orange, CA 92868-4507
Email: [email protected]
Phone: 949.261.1900 ext. 1704
Points of Contact
City Council
2 16 – 166 5/2/2023
City of Santa Ana RFP No. 19-090
Professional Land Surveying Services
Submitted October 24, 2019
Firm and Team Experience
Firm Profile
Towill, Inc. (Towill) is an experienced provider of surveying and geomatics services offering a broad range of advanced surveying, mapping, and geospatial
solutions, which include land surveying; high accuracy specialty surveying; digital aerial photography; airborne, terrestrial, and mobile Light Detection and
Ranging (LiDAR); digital 3D and 2D photogrammetric
mapping; volumetrics; and geographic information
systems (GIS).
Since the firm’s establishment in 1955, the field of
surveying and mapping has been Towill’s sole focus.
We have become one of the most accomplished
providers of geospatial solutions in the western United States. Towill has invested over $6 million in modern
hardware and software to ensure that we can provide
our clients with the most accurate, cost-efficient, and timely services available.
This commitment to innovation, combined with our
dedicated, passionate staff, are the keys to Towill’s
success, which is demonstrated by our high rate of
repeat clients and referrals. Over 85% of Towill’s business comes from repeat clients, which is a testament to our client focus, culture of client service, and overall ability to deliver on time, first time right services.
Extent of Experience
Over the last 64 years, Towill has completed more
than 16,000 projects across a wide range of industries in support of engineering design, transportation, rail, tunneling, major planning, GIS, construction, and floodplain projects. Our projects range from large to
small and from multi-million-dollar, multi-year on-call contracts with agencies such as the U.S. Army Corps
of Engineers (USACE) and the State of California
Departments of Transportation (Caltrans) and Water
Resources (DWR), to smaller projects completed in
as little as one day. We provide our clients with a single source for all their surveying, mapping, and GIS needs.
Towill has worked with dozens of public agencies,
from local to federal, throughout our history; we
understand your priorities and the unique challenges
that cities face. Our previous experience on dozens of
as needed or on call surveying and mapping contracts
for various public-sector clients provides us with working knowledge of local agency systems, procedures, and expectations. We excel at managing multiple projects simultaneously because we know that our clients depend heavily on the deliverables that we produce to
perform their planning, design, and construction tasks.
Towill has the staff, experience, and resources needed to complete your tasks on time and on budget.
Within the past ten years, Towill has successfully held on-call survey and mapping contracts with a wide variety of public sector clients of all sizes, including the cities of Chino, Huntington Beach, Irvine, Long Beach,
Moreno Valley, Pomona, Pasadena, San Diego, and
Vista, and the counties of Los Angeles, Orange, Riverside, and San Bernardino.
This extensive previous experience is proof that we
understand our primary role as a consultant: to provide a pool of resources—personnel and equipment— that our clients can call upon to fulfill surveying and mapping requirements as necessary.
Our DBE Commitment
Towill is proud of our firm’s commitment to the affirmative action (including SLBE/ELBE/DBE/MBE/ WBE/DVBE/OBE) programs and being an equal
opportunity employer. We have successfully mentored
small and disadvantaged businesses through the
Caltrans’ Calmentor Program. This statewide California program is designed to encourage and support small businesses through voluntary partnerships with
established firms. Caltrans provides training, facilitates the relationships, and provides opportunities to network with additional consultants. Goals are set in
a Memorandum of Understanding; and upon documentation and goal achievement by both the Mentor and Protégé firms, the firms are graduated. Towill has
graduated multiple small firms from this program.
In addition to the individuals Towill offers in-house, we have joined with a long-term partner on this contract:
Chaudhary & Associates (DBE, Micro/SBE, MBE) to
provide field survey support. We are eager to share
the work assigned from this contract with Chaudhary
because they are composed of individuals we know
personally, trust completely, and with whom we have
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a history of providing successful projects together. We will achieve 10% utilization with Chaudhary, far exceeding the City’s established DBE goal of 0.5%.
Key Personnel
Towill is pleased to introduce the team of key personnel we have chosen specifically for this contract. Our assigned key personnel will be available to the extent
proposed for the duration of the required services.
Towill acknowledges that no person designated as
“key” shall be removed or replaced without prior written concurrence of the City of Santa Ana.
At any given time of the year, Towill’s active backlog
represents ~45% of our monthly capacity. Accordingly,
we have more than enough capacity to support the
anticipated requirements of this program.
An organizational chart is included at the end of this
section. Complete resumes for the following key individuals are located in Appendix A.
Survey Project Manager:
James Rios, PLS
James has 22 years of experience in
land surveying as a Project Manager,
Project Surveyor, Party Chief, and
Mapping Manager. James has well
rounded experience with a heavy
focus on projects for Southern California public sector clients, including Orange County Public Works, the
Cities of Moreno Valley and Yucaipa,
the Port of Long Beach, and many
others. His extensive experience includes performing
field calculations, right-of-way and boundary surveys,
and mapping.
James regularly coordinates and oversees efforts in
all aspects of land surveying, including research and
analysis, title reports, rights-of-way, easements, American Land Title Association (ALTA) surveys, topography, boundaries and mapping, construction staking, and the preparation and filing of subdivision maps,
Corner Records, and Records of Survey.
As Project Manager, James will be responsible for
daily oversight of field survey crews and office survey staff, including progress tracking and reporting to the Principal-in-Charge. In addition, he performs research
activities; prepares metadata and technical reports
in accordance with contractual requirements; implements QA/QC processes for all field and office surveying tasks; and verifies that the content and accuracy of deliverables adhere to project specifications.
Principal-in-Charge:
Marvin E. Miller, MBA, RPP, PLS,
CP, PPS, SP
Marvin is an accomplished geomatics professional with 43 years of project/operations management, project design/implementation, and business
leadership/consulting experience
within the private sector disciplines
of surveying, remote sensing, photogrammetry, enterprise GIS, and related geomatics services. During
his career, Marvin has served as Principal in Charge,
Project Manager, Technical Compliance Manager, and
Surveyor of Record for numerous federal, state, and
local agency project undertakings.
As Principal-in-Charge, Marvin will be responsible for
contract administration, including preparation of cost
estimates, proposals, technical and administrative reports, and invoices. Additional responsibilities include monitoring budgets and schedules for compliance and
acting as necessary to keep them within contractual
parameters. He will perform oversight of all project
group members and their functions and Independent
Technical Review (ITR) of technical procedures, QA/
QC procedures, and results (i.e., deliverables).
Marvin will serve as James Rios’ back-up when he
is unavailable.
QA/QC Lead
Frank Borges, PLS
Frank Borges is a Professional Land
Surveyor and an Associate Principal
at Towill with 23 years of experience.
He has performed and supervised
projects involving boundary surveys, legal descriptions and plats, topographic base maps, geodetic
survey control, aerial mapping, ALTA
surveys, monitoring surveys, construction staking, aeronautical surveys, hydrographic surveying, and LiDAR scanning for clients both private
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Professional Land Surveying Services
Submitted October 24, 2019
and public. His success on projects comes from his
attention to detail in clearly established production
procedures, QA/QC, and accountability for tasks
completed.
As QA/QC Lead, Frank will be responsible for assuring the professional quality, technical accuracy, completeness, and consistency of all Towill’s deliverables under this contract.
Licensed Party Chief / Field Survey Lead:
Nicholas Lewis, PLS
Nick is a California Professional Land
Surveyor and Certified Party Chief
with the International Union of Operating Engineers Local 12. He brings 37 years of field survey experience
to the Towill team and has worked
on projects for the Cities of Fullerton,
Irvine, and Huntington Beach. His
land surveying experience includes
roadway design and construction,
horizontal and vertical control, topographic surveys,
boundary surveys, GPS, monitoring, and 3D laser
scanning.
As Field Survey Lead, Nick will be responsible for developing work approaches and cost estimates, scheduling and managing field crews, directing field and office staff, and providing quality assurance/ quality
control and supplemental work and safety planning.
Nick is capable of performing production work when
needed and management of specific project tasks.
He also performs job site inspections for safety and
planning of work tasks and may be responsible for
communication with City staff and the general public
at the project site as needs dictate.
Associate Surveyor / Office Survey Lead:
Christopher Johnson, LSIT
Chris is an Office Surveyor/Certified
Party Chief with 33 years of experience in the surveying field. His background includes design surveys,
construction staking, corridor control
surveys, boundary surveys, ALTA
surveys, 3D laser scanning, right-ofway monumentation, and topographic surveys. He is knowledgeable in the use of MicroStation, InRoads,
TopoDOT, and Trimble survey instrumentation and
software, as well as Caltrans standards.
As Office Survey Lead, Chris will be responsible for
processing field data, performing GPS reductions and
network adjustments, reducing laser scanning datasets, analyzing laser scan data, and preparing internal deliverables to the project team for final CAD mapping
and deliverables.
Senior Geomatics Analyst / Aerial Survey Lead:
Lorraine Amenda, PLS, CP
Lorraine has 29 years of surveying
and mapping experience and has
served as a Senior Photogrammetrist
and Photogrammetry Project Manager for over fifteen years. She joined Towill after the completion of her
Surveying Engineering degree from
California State University, Fresno.
Her experience and knowledge include least-squares adjustments and advanced computations for surveying and photogrammetric processes, design of ground control networks, flight planning, and Light Detection and Ranging
(LiDAR) data processing.
As Aerial Survey Lead, Lorraine will be responsible for daily oversight of photogrammetry personnel (including those assigned to airborne LiDAR and GIS tasks) and tracking progress and preparing reports for the
Project Manager and Principal-in-Charge. She performs advanced technical functions, such as airborne GPS processing, analytical aerotriangulation computations, airborne LiDAR data processing, and volume calculations. In addition, she prepares metadata
and technical reports in accordance with contractual
requirements; implements QA/QC processes for all
photogrammetric, airborne LiDAR, and GIS tasks; and
verifies that the content and accuracy of deliverables
adhere to project specifications.
Geomatics Specialist / Airborne
LiDAR Lead:
Keith Kirkby, PE, P.Eng.
Keith’s 23 years of experience includes a diverse array of proficiency providing geomatics (geospatial)
services with an emphasis on airborne remote sensing applications.
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Submitted October 24, 2019
He has designed, implemented, and managed dozens
of airborne LiDAR acquisition missions, geodetic and
photo control surveys, aerial photography campaigns,
and GPS field surveys for engineering design and GIS
base mapping applications.
As Airborne LiDAR Lead, Keith will be responsible
for the acquisition and interpretation of LiDAR data,
which includes development of work plans, coordination and scheduling of equipment and other resources, on-site data acquisition, which may include field surveying, post-mission data processing and reductions, interpretation and analysis, and reporting of LiDAR data utilizing a variety of techniques.
Associate Surveyor / Terrestrial LiDAR Lead:
Frederick “JR” Gregory, LSIT
JR has 14 years of surveying and
mapping experience in both the field
and office, which includes topographic mapping, plats/legal descriptions, LiDAR data extraction and classification, and right-of-way appraisal mapping. Over the past five years,
JR has focused extensively on the
design of static and mobile terrestrial
LiDAR (3D laser scanning) surveys
and the collection, processing, and classification of
LiDAR point cloud data. He is well versed in a variety of survey and mapping software applications and packages, including AutoCAD Civil 3D; Cardinal VR;
Carlson software; Bentley MicroStation, InRoads, and
TerraScan; TopoDOT; Trimble Business Center and
Trimble RealWorks; and STAR*NET.
As Terrestrial LiDAR Lead, JR will be responsible for
the design and execution of any required 3D laser
scanning tasks, as well as the processing and classification of the terrestrial LiDAR data collected.
Certified Party Chief:
Oliver Rocha, LSIT
Oliver is a Certified Party Chief with
29 years of land surveying experience. He has worked for several local public agencies, including
the Cities of Irvine, Moreno Valley,
Colton, and Yucaipa. He has been
involved in numerous survey projects
consisting of topographic, boundary,
construction, right-of-way, and GPS surveying on a
variety of projects, including highways, roadways,
site development, and communications. He will be
responsible for performing the necessary field surveys
to support task orders, including but not limited to,
topographic, boundary, and construction surveys.
As Certified Party Chief, Oliver will lead and coordinate field staff task assignments on a daily basis, according to project assignment under the direction of
the Field Survey Lead and Project Manager. He oversees crew set up and ensures that proper equipment and procedures are used, consistent with the scope of
work for the project. He also performs job site inspections for safety and planning of work tasks and may be responsible for communication with City staff and
the general public at the project site as needs dictate.
Subconsultant Party Chief:
Jose Casanova, LSIT, Chaudhary & Associates
Jose has more than 20 years of
extensive civil engineering and land
surveying experience in the private
sector. He is highly proficient in
MicroStation, InRoads, AutoCAD,
Civil 3D, Softdesk, and GPS Trimble
software. He has worked on a variety
of projects including land surveying,
architectural, transportation, water,
land development, and telecommunications, and is currently studying for his Land Surveying license. He has also spent time as
a Party Chief and Chainman in a field crew, providing
him with a complete understanding of project design.
Subconsultant Potholing Lead:
Salvador Silva, AirX Utility Surveyors
Salvador has nine years of experience at AirX working from the ground up as a laborer specializing in potholing, to crew chief, and now field crew supervisor.
As Potholing Lead, Salvador will be
responsible for scheduling potholing
crews and monitoring productivity
and safety during traffic control setup
and during pothole excavation.
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Professional Land Surveying Services
Submitted October 24, 2019
Organization Chart
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Professional Land Surveying Services
Submitted October 24, 2019
Project Understanding
Towill completely understands the required details regarding the possible variety of the City’s public works projects, including the technical requirements, scope
of work, schedule, project Area of Interest (AOI), and
the required deliverables associated with survey task
order. Moreover, Towill understands that the primary
on-call professional land survey services required by
the City of Santa Ana may include:
1. Research and Data Collection
2. Vertical & Horizontal Control Surveys
3. Prepare Legal Descriptions, Plats, and Maps
4. Monument Perpetuation/Preservation
5. Map Checking Services
6. Construction Staking Services
7. Photogrammetric/LiDAR Surveys
8. Topographic Surveys
9. Boundary and Right of Way Surveys
The overall Project Area of Interest (AOI) is approximately 27.5 square miles and includes the corporate boundaries of the City of Santa Ana. In addition, we
understand that one of the primary goals of the program is to provide the City’s Public Works Department with timely/precision professional surveying services
that are tailored to fit the objective of each project
assignment.
Because surveying, mapping, and GIS are the only
services we offer, on-call service contracts represent
a significant portion of Towill’s business model. In fact, across our firm, we currently manage over 50 different
on-call surveying/mapping contracts for public sector
clients and utility companies of all sizes.
It is important to note that we prioritize all of our on call contracts equally. New task orders are inserted
into our workflow as they arise and are completed
as delivery schedules dictate. We achieve very high
levels of client satisfaction by maintaining the critical internal communication necessary to keep on top of
task budgets and schedules, shift workloads across
office locations as needed to maximize efficiency, and
rapidly re assign available resources to meet project
commitments.
Details on the nine primary land surveying services
noted above can be found in the Scope of Services
and Schedule section of this proposal.
Proactive Task Order Management
Our approach for all the work that we do always starts
with communication. Before any work begins, our
project managers strive to learn about your expectations for each task order, your schedule and budget requirements, and any other potential issues. We then
develop a concise Scope of Work, cost estimate, and
schedule which, when accepted by the City, becomes
the basis for the work. No work will be performed until the City has authorized it via the issuance of a
Notice-to-Proceed (NTP).
Upon approval of the task order, the team will have
a kickoff meeting to focus on delivering a consistent,
Understanding of Need
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efficient, and quality deliverable. Instructions to the project team will be developed and distributed to
all members. These instructions may include communication protocols, schedules/budgets, technical standards, health/safety requirements, scope of work,
required deliverables, quality control plans and procedures, and/or review of environmental policies.
Throughout the performance period, Towill’s project
manager will maintain open lines of communication
with City staff, attending regular status meetings and/ or reporting on the project’s progress via email correspondence or by phone. Once deliverables are submitted to the City, we respond to any questions or
comments you may have, make any final revisions
necessary, and ensure that your staff is completely
satisfied with all deliverables prior to close-out of the task order.
This process is summarized in the flowchart graphic
on the previous page. Towill’s project manager and
support team are committed to responsiveness to
meet your objectives. We know from experience that
our proven task order management process will be
key to successfully deliver your task orders on time
and within budget.
Suggestions or Special Concerns
Given the nature of the anticipated Capital Improvement Program (CIP) projects along with Towill’s 64 years of experience providing on-call land surveying,
we are pleased to have the opportunity to suggest
some value-added services for your consideration.
Terrestrial, Mobile, and Airborne LiDAR
Towill brings 15 years of terrestrial LiDAR scanning
ability. Terrestrial LiDAR scanning can be used to
obtain spatial information for features that require a
high level of detail or that are difficult to reach. It can also be used to gather many data points on complex
surfaces, such as rough and uneven ground. The key
to successful terrestrial LiDAR scanning technology
is knowing when it is the right tool for the job and how to combine and augment it with other measurement
methods and data products to provide the most efficient service for the tasks at hand. In addition, Towill’s unique business model, which combines complete aerial photogrammetric and LiDAR services, as well as ground-based field surveying augmented with LiDAR,
brings a comprehensive mapping tool set to the City.
Recently, Towill completed 16 miles of detailed topographic mapping along State Route 91 in Riverside County, utilizing a combination of mobile and terrestrial LiDAR, aerial photogrammetry, and conventional ground surveys. This seamless integration of various
advanced and conventional technologies allowed the
Towill team to complete this design-level mapping
project to Caltrans standards within 120 days. This is
a strength the Towill team will bring to the City.
Depending upon the project requirements, incorporating aerial LiDAR as part of the overall solution often represents a cost and time-saving approach. Our
airborne LiDAR systems are integrated with precision
Phase One 100-megapixel digital image sensors.
Combining traditional photogrammetric mapping
techniques with state-of-the-profession aerial LiDAR,
represents not only a cost-efficient project approach
but also the ability to provide precision map documents in areas that would compromise the safety of our field crews. We would also like to point out that we often fuse together terrestrial and aerial LiDAR data
sets. For projects where LiDAR represents a more
cost-efficient approach, the combination of stereo
imagery with aerial LiDAR traditional photogrammetry
techniques with state-of-the-profession LiDAR technologies.
Potholing
Towill’s land surveying experience in highly urbanized
areas often requires locating buried utilities. Accordingly, should the need arise for locating underground utilities, Towill will enlist the services of our subconsultant, AirX Utility Surveyors, Inc. AirX is a Woman Owned Small Business (WOSB) with offices in Rancho Cucamonga and Escondido, California, has
been providing Subservice Utility Engineering (SUE)
services since 2000. They are a trusted SUE services
provider to not only Towill but also to many local agencies throughout Southern California.
Assumptions and/or Exclusions
Access to all assigned project AOI’s will be made
available to the survey teams without restrictions or
added cost.
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Professional Land Surveying Services
Submitted October 24, 2019
Since Towill’s inception in 1955, we have served as a
consultant on hundreds of contracts for public agency
clients, from the federal and state level down to local agencies and special districts, with the majority of
our work generated from on-call contract task orders.
In fact, approximately 70% of Towill’s total revenue
earned last year came from municipal clients and their
projects. Following is a small sample of the projects
we have completed over the last five years.
Caltrans District 59: As-needed
Aerial Mapping Services Contract
Towill is currently under our fifth consecutive contract with Caltrans to provide as-needed professional aerial
photogrammetric mapping services statewide. Most
tasks under this contract are focused on the acquisition, processing, and classification of airborne LiDAR (Light Detection and Ranging) data and the generation of color orthophotography; an increasing number of projects over the last two contract periods have
also included the capture of planimetric features.
Specific services provided under these contracts
include airborne LiDAR data acquisition and processing, photogrammetric mapping, aerotriangulation, ground control surveys, and quality control surveys.
We completed a total of 56 task orders during our
previous on-call contract (2015-2018), including:
• State Route 74 in Orange County: Airborne LiDAR
mapping and orthophotography for approximately
five miles from west of Hot Spring Canyon Road
to the Riverside County border in southeast
Orange County. Year Completed: 2018;
• Interstate 15 in Riverside County: Airborne
LiDAR data collection for pavement condition
studies along a three-mile stretch of highway near
Temecula. Year Completed: 2017; and
• Interstate 40 in San Bernardino County: Airborne
LiDAR, Mapping, and Orthophotography for a
50-mile stretch between Ludlow and Needles.
Year Completed: 2016.
Orange County Transportation
Authority: OC Streetcar Project
Construction Management Services
Towill is providing on-call construction staking services to PGH Wong for the OC Streetcar project. This OCTA project is in coordination with the City of Santa
Ana and City of Garden Grove to construct a new
east-west double-track modern streetcar in Orange
County between the Santa Ana Regional Transportation Center in the City of Santa Ana and the Harbor Boulevard/Westminster Avenue intersection in the
City of Garden Grove. The purpose of the project is to
improve transit connectivity and transit accessibility, increase transit options, relieve congestion by providing alternative mobility options in a manner that is sensitive to the community’s character, and provide
benefits to the environment through improved air quality. Year Completed: Ongoing.
City of Irvine: Culver Drive and
University Drive Intersection
Improvements Project
Towill is providing construction surveying services to
support the Culver Drive/University Drive Intersection
Improvements project. The project involves widening
the roadway; reconstructing the concrete median,
sidewalks, curb and gutter, etc.; street light relocation; traffic signal modification; extension of an existing
channel box culvert; installation of a landscape and
irrigation system; signing, striping, and pavement
markings; and relocation and adjustment of IRWD
water facilities. Towill’s tasks include performing a
centerline survey and monumentation recovery; detailed surveys of the streets, sidewalks, and neighboring properties; developing a digital terrain model and street cross-sections; performing construction staking
and as-built surveys; and monument preservation.
Year Completed: Ongoing.
Relevant Project Experience
Client: Caltrans District 59
Contact: John Erickson, CP, PLS
Phone: 916.227.7649
Owner: OCTA
Client: PGH Wong Engineering, Inc.
Contact: Doaa Aboul-Hosn, PE
Phone: 602.300.4091
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Professional Land Surveying Services
Submitted October 24, 2019
City of Irvine: Alton Parkway
Pavement Rehabilitation Project
Towill performed horizontal and vertical control surveys, topographic surveys and centerline surveys for a 3,000-foot portion of Alton Parkway near the Irvine
Spectrum. Utilizing a combination of conventional
survey methods and 3D laser scanners, Towill collected full street topographic data without impeding traffic or closing a lane. The final data was mapped, a digital terrain model created, and all delivered to the design
team in MicroStation and InRoads format.
Year Completed: 2017.
City of Fullerton: Raymond Avenue
Grade Separation Project
Towill provided quality assurance construction surveying services, including verifying the primary and project control, reviewing the horizontal design alignments and vertical profiles, and responding to construction
survey requests, to support this grade separation
project. We monitored the contractor’s surveyor for
compliance with the project surveying requirements,
verified their layout and controls, spot checked reference points and finished work, and monitored for settlement or movement of existing facilities. Construction surveys were performed in accordance with the Caltrans Survey Manual and its revisions. Year
Completed: Ongoing.
Los Angeles County Department of
Public Works: As-Needed Surveying
and Mapping Services Contract
Towill has been providing land surveying and mapping
services for the Los Angeles County Department of
Public Works since 2013. Our two most recent task
orders are described below.
• LACDPW Headquarters Building ALTA/NSPS
Land Title Survey: Towill completed an ALTA/
NSPS Land Title Survey for the Department of
Public Works Headquarters building. Services
included establishing ground control, color aerial
photography, planimetric feature collection at
1” = 20’, and development of Digital Terrain
Model (DTM) sufficient in detail for generating 1.0’
design contours. Our subconsultant, AirX, used
Ground Penetrating Radar (GPR) to locate the
underground utilities. Year Completed: 2019.
• Roosevelt Park Construction Staking: Towill is
currently supporting the County’s contractor with
construction staking services for the subject
project. To date, there have been a total of 32
staking requests issued, all of which have been
completed within forty-eight hours after receipt.
Year Completed: Ongoing.
Orange County Public Works: On-call
Surveying Services Contract
Towill has been providing on-call surveying services
to the Surveyor’s Office of the Orange County Public Works Department since 2010. Services that can be requested under this contract include boundary
surveys, monumentation, monument preservation,
topographic surveys, construction surveys, and other
land surveying tasks. Our current contract extends
from 2018 through 2021.
Under our previous contract, Towill completed 11
surveying task orders, including several that involved
deformation monitoring and monument preservation
and perpetuation. Deformation monitoring was provided for the Peters Canyon, Villa Park, and Sulphur Creek Dams. The monitoring surveys included horizontal and vertical control, horizontal monitoring of specific points along the dams utilizing GPS static
survey procedures, and vertical monitoring of specific
Client: City of Irvine
Contact: Uyenly Bui
Phone: 949.724.7559
Owner: City of Fullerton
Client: Berg & Associates, Inc.
Contact: Carlos J. Quiroz, QSP
Phone: 310.548.9292
Client: LACDPW
Contact: Mark Wittig, PLS
Phone: 626.458.5144
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Professional Land Surveying Services
Submitted October 24, 2019
points along the dams utilizing precise leveling
procedures.
Towill also provided monument preservation and
perpetuation services for more than 150 monuments
in the unincorporated areas of Cowan Heights, Lemon
Heights, and Panorama Heights in Orange County to
support planned overlay construction activities. Year
Completed for all of these task orders: Between
2015 and 2018.
References
City of Irvine
Uyenly Bui
Email: [email protected]
Phone:949.724.7559
Projects:
• Culver Drive and University Drive Intersection
Improvements
• Alton Parkway Pavement Rehabilitation
Orange County Public Works
Wade Weaver
Email: [email protected]
Phone: 714.955.0151
Projects:
• Olive Heights Monument Preservation
• Various deformation monitoring task orders
County of Los Angeles
Mark Wittig, PLS
Email: [email protected]
Phone:626.458.5144
Projects:
• LACDPW HQ ALTA/NSPS Land Title Survey
• Roosevelt Park Construction Staking
Client: OCPW
Contact: Wade Weaver
Phone: 714.955.0151
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Professional Land Surveying Services
Submitted October 24, 2019
Scope of Services and Schedule
Scope of Work
Research and Data Collection
Towill routinely conducts a variety of project-related
research, such as title reports, APN/property ownership review, zoning, benchmarks, boundary control, and FEMA documents, to name a few. Through decades of experience, we know which agencies to
contact for each specific type of document, what the
processes and lead times are for obtaining them, and
what potential challenges to expect. Research may be
performed at city or county offices, utility agencies, or other appropriate sources.
Vertical and Horizontal Control
Horizontal and vertical control is the backbone of any
successful survey project. The placement of control
point locations is carefully evaluated to determine the most efficient method of performing the project tasks.
Existing maps and photography, city and county
maps, and available historic maps are studied to determine how to refine control point locations to better serve each project and make the working conditions
safe for the field staff. Whenever possible, the control points are located on or near roads, trails, levees, or other common routes of transportation. Special efforts
are taken to obtain appropriate permission to access
private and/or government properties.
Towill is experienced in conducting conventional
surveys, monitoring surveys, precise digital geodetic
leveling, and GPS static surveys, as well as establishing local project control. We have set up thousands of control networks and are well-versed in tying into and/ or expanding existing control networks. Our staff have
decades of experience with a wide variety of coordinate systems and the expertise to know which ones apply to each project.
We regularly perform static, rapid-static, kinematic
and real-time kinematic (RTK), and real-time network
(RTN) GPS surveys to establish ground control, depending on the requirements for the project. We own and use Trimble dual-frequency GPS receivers. Static
and fast static sessions are used to establish primary
control stations; fast-static and kinematic sessions
are used for secondary control. The Towill Team is
well-versed in utilizing GPS methods for establishing
vertical control and deformation monitoring to various
standards, including the National Geodetic Surveys.
Moreover, Towill has extensive experience in the
performance of geodetic surveys and is very familiar
with working in the most current national datums;
e.g., the North American Datum of 1983 (NAD83),
2011 (2010), and the North American Vertical Datum
of 1988 (NAVD88). We also have a world-renowned
geodetic expert on staff to lead any specialty or high
accuracy survey efforts, if needed. Towill’s team of
professional licensed surveyors are keenly aware and
always up to date with technical issues relating to
the evolution of geodetic datums, geodetic surveying
technologies, and associated standards and procedures.
Legal Descriptions, Plats, and Maps
Towill has extensive experience and expertise in
boundary and property surveys for land and parcel
determination, performing tens of thousands of surveys over our 63-year history. The initial step to any successful boundary survey is performing the proper
research of land records. Public records research is
required to identify primary control, right-of-way information, and boundary lines, or lines of occupation, before performing the work. Research may be performed at city or county offices, utility agencies, title companies, or other appropriate sources. Necessary
records are identified, organized, and analyzed for the field and office tasks.
Once the research is complete and all documentation
associated with a boundary has been analyzed, we
can prepare highly accurate calculations of where we
can expect to locate monumentation associated with
the boundary determination. Throughout the course of
the field survey (which utilize both GPS and conventional survey techniques), adjustments can be made to further enhance the accuracy of the search locations and minimize the amount of field time required to complete the survey. When survey results are
returned from the field, they are compared to record
deeds and maps and the boundary analysis is performed. With years of experience, we can efficiently and accurately complete the boundary process, comCity Council 13 16 – 177 5/2/2023
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Submitted October 24, 2019
piling an accurate and defendable survey.
Towill’s team of surveyors has the experience and
knowledge to tackle any and all boundary surveys,
from public land surveys to subdivision retracements
and establishment of centerlines. Towill consistently remains informed of changes in local, state, and federal laws pertaining to surveying and is very active in continuing education to ensure we remain current.
When locations are returned from the field, they are
compared to record deeds and maps, and the boundary analysis is performed. With our years of experience, we can efficiently and accurately complete the boundary process, compiling an accurate and defendable survey.
According to the California Professional Land Surveyors’ Act, a Corner Record may be used to perpetuate, rehabilitate, or reestablish monumentation that has
existed in the past in other circumstances; and, when
more extensive work is required, or several monuments in the same area are in question, it may be necessary to file a Record of Survey map. Records of
Survey will clearly identify project horizontal control, record map information, and additional data, and lines
and calls prepared in the initial boundary surveys
phase. Once a map is ready, our project manager
will submit the document to the City for review and to
Orange County for map checking. Any comments will
be addressed, and the document will then be filed at
the County Recorder’s Office for recordation.
These mapping items will be prepared in accordance
with the California Subdivision Map Act, California
Professional Land Surveyor’s Act, California Public
Resource Code, and the City of Santa Ana Municipal
Code. These items will be discussed with the City
and/or County agency where the property is situated.
The anticipated deliverables for this item will vary
depending on the requested subdivision mapping task
requested.
Map Checking Services
Towill’s team of professional surveyors are well qualified to perform map checking services for the City.
In fact, the greatest testament to our expert working
knowledge is that we are currently performing the
exact same map checking as those noted in the
City’s RFP for the City of Fremont as well as Alameda
and San Mateo Counties. We also served as a map
checking subconsultant to MSN Engineering for their
on-call contract with the City of Pasadena. Our experience includes but is not limited to the preparation and review of parcel maps, tentative maps, subdivision
maps, records of survey, and annexation maps.
When preparing maps to support the division of land,
knowledge of the Subdivision Map Act (SMA) is critical. Subdivision and other related maps begin as any other boundary survey would, with research, field surveys, and boundary line determinations. Understanding the intent of the map guides the next step, where new lines may need to be determined for parcel splits
or site features may be located to support a lot line
adjustment or encumbrance map.
Construction Staking
Construction staking assignments begin with our
checking and verifying project horizontal and vertical
control prior to the commencement of construction
layout work. Our crews will independently survey this
control, and we will provide a project control report
for use by the construction staking surveyor. When
ground surveys, such as field quantity verification,
subsidence, layout verification, or utility relocation
surveys, are needed, all resulting data is smoothly
integrated into final as-built or as-verified reports.
A review of the construction plans is completed to
determine if sufficient information has been provided for us to perform construction staking from the plans; we also vigilantly check for errors or omissions.
Missing information is tabulated and presented to the
City for their review. When we see things that do not
look right, our first step, upon review by the Project
Manager, is always to alert the City. While we are not
engineers, our experience with working from their
plans has afforded us the insight to know when things
do not appear to be in order and may need a second
look.
We regularly perform surveys to support the construction of a wide range of projects for both public and private entities. Typically, the staking plan will be laid out in AutoCAD or other software if specified by the
client. The project manager conducts a site reconnaissance, coordinates with the client, and finalizes the field crew’s action plan.
Construction line and grade layout, whether it is
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14 16 – 178 5/2/2023
City of Santa Ana RFP No. 19-090
Professional Land Surveying Services
Submitted October 24, 2019
for roads, sewer, water, storm drain, or grading,
will require a swift response to avoid costly delays
in construction. Towill often works in a survey construction management capacity and has developed profession-leading, efficient methods for work performance. Field crews are equipped with pre calculated horizontal and vertical alignments so that offsets can
be determined at the time of staking and so that cuts
and fills can be compared to design data at the point
of collection. Many of Towill’s survey crews are headed up by experienced LSITs with the ability to perform field calculations, field inspections, and problem-solving when the need arises. All verification data is transferred to Towill’s database for secondary accuracy checks by office personnel.
Limits of removal are staked based on approved plans
and/or visual inspection in the field. Our crews have
enough experience at this exercise to realize when
things appear to be either insufficient or excessive. If it is believed that the removal limits either exceed or are inadequate for construction, we will advise City
staff. The limits can be staked either at the actual
location, such as paint on curb, or on an offset that
can be used later for construction, thereby saving time and money.
Examples of QA/QC steps for construction layout
are calculating points from different starting points,
comparing station and offset listings with plan sets,
and graphic checks for irregularities. In the field,
comparisons are made to existing structures, and the
relationship of reference points are verified visually
as they are set. As-staked shots are taken on points
set to compare coordinates to the original calculated
positions. Different personnel are called to examine
items throughout the process to provide an independent check.
Monument Preservation
In keeping with Section 8771 of the California Business and Professions Code, Towill recognizes how critically important accurate and enduring survey monumentation and control is to the survey operations of both the City and the surveying community. Without
the perpetuation of controlling monuments, countless
additional hours of field and office work can occur for both public- and private-sector projects.
Every project we undertake begins with a thorough
review of not only record information but also of the
proposed construction in the area. Our project manager organizes the investigation into existing recorded documentation with the City of Santa Ana, Orange
County, and other agencies. Records research is typically performed by the project manager or under his direction. From this research, a plan of action is developed for the preservation of existing monumentation and the setting of new points.
Our first step in preserving the monumentation is to
determine by field verification what monuments are
still in place, which have been buried, and which have
been destroyed. We then advise the City of our findings and plan an operation of setting tie points, which, based on our review of the construction documents,
will be established outside proposed construction
activities.
Monumentation will be marked with either furnished
(or as otherwise specified) disks, plugs, or tags, which shall be stamped with the project manager’s California
Professional Land Surveyor registration number, or as
directed in each task. Monumentation shall be established or preserved for the project or project areas, and shall include considerations for utility locations, proper spacing, and durability. All monuments will be
field referenced with a minimum of four (4) intersecting reference points, such as cut crosses on curbs, rebars outside the work area, or other approved reference points.
A pre-construction Corner Record will then be prepared and recorded with the County of San Bernardino for each monument. Corner Records shall include the character of the monument, its record reference,
reference ties, and other pertinent data. All such field monumentation work will conform to Section 8771 of
the California Business and Professions Code, which
addresses the preservation of existing survey monuments.
When construction has been completed, we return
to the area and determine which monuments and/
or tie points will need replacement. In many instances, damage to the existing monuments is limited. In cases where monuments are to be replaced, a durable monument, as described above, or standard well monument, if required by the City, is established and
post-construction Corner Records are filed. All docCity Council 15 16 – 179 5/2/2023
City of Santa Ana RFP No. 19-090
Professional Land Surveying Services
Submitted October 24, 2019
umentation and Corner Records will be prepared to
meet the requirements of both the City of Santa Ana
and the County of Orange.
Topographic Surveys
Towill’s primary business is land surveying and mapping. Along with our extensive field and office survey staff, we also have an in-house photogrammetry
group of professionals that enables us to perform
mapping tasks using either ground- or aerial-based
surveying methods, or a combination of the two.
This allows us to most efficiently address the client’s needs. Because our internal staff work together on
every job, and on such a wide range of project types,
we have full knowledge of which methods are most
suitable to the task at hand, and how to communicate efficiently to develop a full understanding of your needs and how best to serve you.
Planning is the most important tool to economically
serve a project with a variety of field and office activities. Towill performs field topographic surveys for design to produce maps at a wide range of scales, using both GPS and conventional surveying equipment and
techniques. Such surveys are typically performed to
produce a detailed map for engineering design or as
supplemental data collection to enhance and complete photogrammetric mapping.
We have experience performing virtually every type of
field topographic surveying task, including:
• Detailed site surveys for design and construction
purposes (including location of surface and
underground utilities, monitoring wells, curb and
gutter lines, and building pad elevations);
• Cross-section and profiling along rivers, canals,
and levees for hydraulic analysis and design;
• Surveys of bridges and surrounding topography;
• Surveys of tunnels and the interior of large
diameter pipelines; and
• Surveys to check and complement
photogrammetric mapping.
For many of our clients, Towill has conducted multiple
site topographic surveys. We have in-house access
to some of the latest technology available for these
types of tasks. Utilizing robotic one-man instruments
allows us to have more experienced field staff conducting our topographic data acquisition. With very precise and accurate measuring devices, we often utilize reflectorless technology to acquire the information needed within streets and other areas of heavy traffic
without impeding traffic flow.
Whether the site is large or small, with Towill’s unique capability to complete photogrammetric compilation
in house, we will be able to find the most economical
solution to your needs.
Photogrammetric Mapping
Photogrammetric mapping is the process by which
aerial photography is used to produce planimetric and
topographic maps of the earth’s surface and features
of the manmade environment. Photogrammetric
mapping represents a very important business line
for Towill, accounting for an average of 35% of our
company’s annual revenue. Moreover, photogrammetric mapping is not an ancillary professional service at Towill; many of our most highly accomplished and
experienced personnel have dedicated their careers
to advancing Towill’s photogrammetry operations and
providing a level of service far above the competition.
Prior to the execution of the primary data collection
mission described herein, Towill will either recover and target existing ground control positions, or, if needed, establish and target new ground control
positions throughout the AOI. Using the digital image,
ground control, and ABGPS/IMU data, Towill will prepare a Fully Automated Analytical Aerotriangulation (FAAT) solution to establish supplemental control for
orienting individual photogrammetric stereo-models
covering the entire AOI. Upon completion of the FAAT
solution, survey/map documents, such as planimetric
features, contours, or color orthophotography, can be
prepared as-needed anywhere and at any time within
the AOI.
Boundary and Right of Way Surveys
Towill has extensive experience and expertise in
boundary and property surveys for land and parcel
determination, performing tens of thousands of surveys over our 64-year history. The initial step to any successful boundary survey is performing the proper
research of land records. Public records research is
required to identify primary control, right-of-way information, and boundary lines, or lines of occupation, before performing the work. Research may be performed at city or county offices, utility agencies, title City Council
16 16 – 180 5/2/2023
City of Santa Ana RFP No. 19-090
Professional Land Surveying Services
Submitted October 24, 2019
companies, or other appropriate sources. Necessary
records are identified, organized, and analyzed for the field and office tasks.
Once the research is complete and all documentation
associated with a boundary has been analyzed, we
can prepare highly accurate calculations of where we
can expect to locate monumentation associated with
the boundary determination. Throughout the course of
the field survey (which utilize both GPS and conventional survey techniques), adjustments can be made to further enhance the accuracy of the search locations and minimize the amount of field time required to complete the survey. When survey results are
returned from the field, they are compared to record
deeds and maps and the boundary analysis is performed. With years of experience, we can efficiently and accurately complete the boundary process, compiling an accurate and defendable survey.
Towill’s team of surveyors has the experience and
knowledge to tackle any and all boundary surveys,
from public land surveys to subdivision retracements
and establishment of centerlines. Towill consistently remains informed of changes in local, state, and federal laws pertaining to surveying and is very active in continuing education to ensure we remain current.
When locations are returned from the field, they are
compared to record deeds and maps, and the boundary analysis is performed. With our years of experience, we can efficiently and accurately complete the boundary process, compiling an accurate and defendable survey.
According to the California Professional Land Surveyors’ Act, a Corner Record may be used to perpetuate, rehabilitate, or reestablish monumentation that has
existed in the past in other circumstances; and, when
more extensive work is required, or several monuments in the same area are in question, it may be necessary to file a Record of Survey map. Records of
Survey will clearly identify project horizontal control, record map information, and additional data, and lines
and calls prepared in the initial boundary surveys
phase. Once a map is ready, our project manager
will submit the document to the City for review and to
Orange County for map checking. Any comments will
be addressed, and the document will then be filed at
the County Recorder’s Office for recordation.
Deliverables
Major deliverables anticipated with this on-call project include, but are not limited to, the following:
• CVS point file in P,N,E,Z,D of survey points
• PDF copy of Field Notes
• One set of stakes set in the field
• Planimetric features in MicroStation V8 format
• DTM surface data in MicroStation V8 format
• PDF copy of Pre-Construction Corner Records
• PDF copy of Post-Construction Corner Records
• Pictures collected in the field
• Cut sheets
• Color digital orthophotography in GeoTIFF format
• Design-scale contours
• Record of Survey report
• Hard copy survey/map documents
• Miscellaneous project reports
Schedule/Timeline
Considering that the City intends to enter into an oncall contract that will have a wide range of scope, we are not able to provide a schedule for work that is yet to be defined. However, within our response to the
City’s RFP, we have demonstrated our ability to respond to the most demanding of schedules. To further support this claim, we offer the following schedule as
an example of a project we recently completed for a
nearby city in San Bernardino County.
The scope of this project included construction survey and staking services for a federally funded Safe Routes to School improvement project with two project locations totaling approximately 1.1 miles of dense urbanized roadway.
Improvements at each location included bicycle
lanes, sidewalk, curb and gutter, ADA-accessible curb
ramps, commercial driveways, residential driveways,
and asphalt concrete pavement for minor street widening.
Towill’s scope of services included the following:
• Site control through the recovery of street
centerline monumentation and establishment of
temporary site control for staking operations;
• Rough grade stakes for rough grading and
clearing and grubbing;
• Asphalt concrete and concrete demo limits;
City Council
17 16 – 181 5/2/2023
City of Santa Ana RFP No. 19-090
Professional Land Surveying Services
Submitted October 24, 2019
• Grade stakes for curb and gutter, driveway
replacement/reconstruction, existing utility finish
grade adjustment, and under sidewalk drains;
• Monument preservation; and
• Miscellaneous surveying by a two-person crew
(the Client requested a budget of 80 hours).
Fee Proposal
As requested in the RFP, our fee proposal is
included in a separately sealed envelope labeled
“Fee Proposal.”
Certifications
Signed certification forms are included in the
Appendix.
City Council
18 16 – 182 5/2/2023
City of Santa Ana RFP No. 19-090
Professional Land Surveying Services
Submitted October 24, 2019
Appendix
Per the requirements of the City’s RFP, Towill has
included the required forms and documents listed
below on the following pages.
• Attachment 3-1: Non-Collusion Affidavit
• Attachment 3-2: Non-Lobbying Certification
• Attachment 3-3: Non-Discrimination Certification
• 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
• Resumes for all proposed team members
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City of Santa Ana RFP No. 19-090
Professional Land Surveying Services
Submitted October 24, 2019
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EXHIBIT C
City Council 16 – 196 5/2/2023
Local Assistance Procedures Manual EXHIBIT 10-H2
Cost Proposal
EXHIBIT 10-H2 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 Towill, Inc.
Participation
Project No. Contract No. Amount $ Date 2/14/2023
For Combined Rate
Fringe Benefit % + General &Administrative % 149.75% = 190.75% Combined ICR% For Home Office Rate
Fringe Benefit % + General &Administrative % 0% = 0% Home Office ICR% For Field Office Rate
Fringe Benefit % + General &Administrative % 0% = 0% Field Office ICR% Fee = 10.00%
Hourly range -
Straight OT(1.5x) OT(2x) From To for classifications only $239.87 4/1/2023 3/31/2024 $75.00
$251.86 4/1/2024 3/31/2025 $78.75 5.00%
$264.46 4/1/2025 3/31/2026 $82.69 5.00%
$277.67 4/1/2026 3/31/2027 $86.82 5.00%
$291.55 4/1/2027 3/31/2028 $91.16 5.00%
$246.01 4/1/2023 3/31/2024 $76.92
$258.32 4/1/2024 3/31/2025 $80.77 5.00%
$271.24 4/1/2025 3/31/2026 $84.81 5.00%
$284.80 4/1/2026 3/31/2027 $89.05 5.00%
$299.04 4/1/2027 3/31/2028 $93.50 5.00%
$198.29 4/1/2023 3/31/2024 $62.00
$208.21 4/1/2024 3/31/2025 $65.10 5.00%
$218.63 4/1/2025 3/31/2026 $68.36 5.00%
$229.57 4/1/2026 3/31/2027 $71.78 5.00%
$241.05 4/1/2027 3/31/2028 $75.37 5.00%
$246.01 4/1/2023 3/31/2024 $76.92
$258.32 4/1/2024 3/31/2025 $80.77 5.00%
$271.24 4/1/2025 3/31/2026 $84.81 5.00%
$284.80 4/1/2026 3/31/2027 $89.05 5.00%
Exempt $299.04 4/1/2027 3/31/2028 $93.50 5.00%
James Rios* - Survey Project Mgr. - Surveyor
Exempt
Frank Borges* - QA/QC Lead - Surveyor
41.00%
OR
0%
0%
BILLING INFORMATION CALCULATION INFORMATION
Actual or Avg.
hourly rate3
% or $
increase
Hourly Billing Rates2 Effective date of hourly rate
Name/Job Title/Classification1
Marvin Miller*- Principal-in-Charge
Surveyor
Exempt
Jake Kruger* - Principal Land Surveyor
Exempt
Prime Consultant Subconsultant 2nd Tier Subconsultant
City Council 16 – 197 5/2/2023
Local Assistance Procedures Manual EXHIBIT 10-H2
Cost Proposal
Hourly range -
Straight OT(1.5x) OT(2x) From To for classifications only Actual or Avg.
hourly rate3
% or $
increase
Hourly Billing Rates2 Effective date of hourly rate
Name/Job Title/Classification1
$253.40 4/1/2023 3/31/2024 $79.23 $71.50 - $79.23
$266.06 4/1/2024 3/31/2025 $83.19 5.00%
$279.37 4/1/2025 3/31/2026 $87.35 5.00%
$293.34 4/1/2026 3/31/2027 $91.72 5.00%
$308.02 4/1/2027 3/31/2028 $96.31 5.00%
$176.26 4/1/2023 3/31/2024 $55.11 $48.00 - $71.50
$185.08 4/1/2024 3/31/2025 $57.87 5.00%
$194.33 4/1/2025 3/31/2026 $60.76 5.00%
$204.05 4/1/2026 3/31/2027 $63.80 5.00%
$214.25 4/1/2027 3/31/2028 $66.99 5.00%
$148.24 $222.36 $296.48 4/1/2023 3/31/2024 $46.35 $42.00 - $48.00 $155.66 $233.49 $311.32 4/1/2024 3/31/2025 $48.67 5.00% $163.43 $245.15 $326.86 4/1/2025 3/31/2026 $51.10 5.00% $171.62 $257.43 $343.24 4/1/2026 3/31/2027 $53.66 5.00% Non-Exempt $180.19 $270.29 $360.38 4/1/2027 3/31/2028 $56.34 5.00% $125.18 $187.77 $250.36 4/1/2023 3/31/2024 $39.14 $30.00 - $39.14 $131.45 $197.18 $262.90 4/1/2024 3/31/2025 $41.10 5.00% $138.04 $207.06 $276.08 4/1/2025 3/31/2026 $43.16 5.00% $144.94 $217.41 $289.88 4/1/2026 3/31/2027 $45.32 5.00% Non-Exempt $152.20 $228.30 $304.40 4/1/2027 3/31/2028 $47.59 5.00% $95.53 $143.30 $191.06 4/1/2023 3/31/2024 $29.87 $25.00 - $33.00 $100.30 $150.45 $200.60 4/1/2024 3/31/2025 $31.36 5.00% $105.32 $157.98 $210.64 4/1/2025 3/31/2026 $32.93 5.00% $110.60 $165.90 $221.20 4/1/2026 3/31/2027 $34.58 5.00% Non-Exempt $116.13 $174.20 $232.26 4/1/2027 3/31/2028 $36.31 5.00% $94.70 $142.05 $189.40 4/1/2023 3/31/2024 $29.61 $24.00 - $33.50 $99.43 $149.15 $198.86 4/1/2024 3/31/2025 $31.09 5.00%
$104.39 $156.59 $208.78 4/1/2025 3/31/2026 $32.64 5.00% $109.60 $164.40 $219.20 4/1/2026 3/31/2027 $34.27 5.00% Non-Exempt $115.07 $172.61 $230.14 4/1/2027 3/31/2028 $35.98 5.00% $253.40 $380.10 $506.80 4/1/2023 3/31/2024 $79.23 $56.00 - $79.23 $266.06 $399.09 $532.12 4/1/2024 3/31/2025 $83.19 5.00% $279.37 $419.06 $558.74 4/1/2025 3/31/2026 $87.35 5.00% $293.34 $440.01 $586.68 4/1/2026 3/31/2027 $91.72 5.00% Non-Exempt $308.02 $462.03 $616.04 4/1/2027 3/31/2028 $96.31 5.00% $164.71 $247.07 $329.42 4/1/2023 3/31/2024 $51.50 $37.50 - $56.00 $172.96 $259.44 $345.92 4/1/2024 3/31/2025 $54.08 5.00% $181.60 $272.40 $363.20 4/1/2025 3/31/2026 $56.78 5.00% $190.68 $286.02 $381.36 4/1/2026 3/31/2027 $59.62 5.00% Non-Exempt $200.21 $300.32 $400.42 4/1/2027 3/31/2028 $62.60 5.00% Senior Land Surveyor
Exempt
Associate Surveyor
Survey Office Technician
Project Coordinator
Survey CADD Technician
Project Surveyor
Exempt
Geomatics Specialist
Senior Geomatics Analyst
City Council 16 – 198 5/2/2023
Local Assistance Procedures Manual EXHIBIT 10-H2
Cost Proposal
Hourly range -
Straight OT(1.5x) OT(2x) From To for classifications only Actual or Avg.
hourly rate3
% or $
increase
Hourly Billing Rates2 Effective date of hourly rate
Name/Job Title/Classification1
$118.59 $177.89 $237.18 4/1/2023 3/31/2024 $37.08 $31.50 - $37.50 $124.51 $186.77 $249.02 4/1/2024 3/31/2025 $38.93 5.00% $130.74 $196.11 $261.48 4/1/2025 3/31/2026 $40.88 5.00% $137.27 $205.91 $274.54 4/1/2026 3/31/2027 $42.92 5.00% Non-Exempt $144.15 $216.23 $288.30 4/1/2027 3/31/2028 $45.07 5.00% $100.49 $150.74 $200.98 4/1/2023 3/31/2024 $31.42 $22.00 - $31.50 $105.51 $158.27 $211.02 4/1/2024 3/31/2025 $32.99 5.00% $110.79 $166.19 $221.58 4/1/2025 3/31/2026 $34.64 5.00% $116.32 $174.48 $232.64 4/1/2026 3/31/2027 $36.37 5.00% Non-Exempt $122.14 $183.21 $244.28 4/1/2027 3/31/2028 $38.19 5.00% $196.88 $227.66 $258.44 4/1/2023 3/31/2024 $61.56 Not Applicable $206.73 $310.10 $413.46 4/1/2024 3/31/2025 $64.64 5.00% $217.07 $325.61 $434.14 4/1/2025 3/31/2026 $67.87 5.00% $227.91 $341.87 $455.82 4/1/2026 3/31/2027 $71.26 5.00% Non-Exempt $239.29 $358.94 $478.58 4/1/2027 3/31/2028 $74.82 5.00% $202.32 $233.95 $265.58 4/1/2023 3/31/2024 $63.26 Not Applicable $212.43 $318.65 $424.86 4/1/2024 3/31/2025 $66.42 5.00% $223.05 $334.58 $446.10 4/1/2025 3/31/2026 $69.74 5.00% $234.21 $351.32 $468.42 4/1/2026 3/31/2027 $73.23 5.00% Non-Exempt $245.91 $368.87 $491.82 4/1/2027 3/31/2028 $76.89 5.00% $190.33 $220.09 $249.84 4/1/2023 3/31/2024 $59.51 Not Applicable $199.86 $299.79 $399.72 4/1/2024 3/31/2025 $62.49 5.00% $209.84 $314.76 $419.68 4/1/2025 3/31/2026 $65.61 5.00% $220.33 $330.50 $440.66 4/1/2026 3/31/2027 $68.89 5.00% Non-Exempt $231.33 $347.00 $462.66 4/1/2027 3/31/2028 $72.33 5.00% $173.60 $200.74 $227.88 4/1/2023 3/31/2024 $54.28 Not Applicable $182.27 $273.41 $364.54 4/1/2024 3/31/2025 $56.99 5.00% $191.38 $287.07 $382.76 4/1/2025 3/31/2026 $59.84 5.00% $200.95 $301.43 $401.90 4/1/2026 3/31/2027 $62.83 5.00% Non-Exempt $210.99 $316.49 $421.98 4/1/2027 3/31/2028 $65.97 5.00% $138.87 $160.58 $182.29 4/1/2023 3/31/2024 $43.42 Not Applicable $145.81 $218.72 $291.62 4/1/2024 3/31/2025 $45.59 5.00% $153.10 $229.65 $306.20 4/1/2025 3/31/2026 $47.87 5.00% $160.74 $241.11 $321.48 4/1/2026 3/31/2027 $50.26 5.00% Non-Exempt $168.77 $253.16 $337.54 4/1/2027 3/31/2028 $52.77 5.00% (Add pages as necessary)
NOTES:
4. For named employees and key personnel enter the actual hourly rate. For classifications only, enter the Average Hourly Rate for that classification.
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.
Apprentice** Local 12
Certified Party Chief** Local 12
Party Chief** Local 12
Chainman/Rodman** Local 12
Licensed Party Chief** Local 12
Geomatics Technician
Geomatics Analyst
City Council 16 – 199 5/2/2023
Local Assistance Procedures Manual EXHIBIT 10-H2
Cost Proposal
EXHIBIT 10-H2 COST PROPOSAL
SPECIFIC RATE OF COMPENSATION (USE FOR ON-CALL OR AS-NEEDED CONTRACTS) (CONSTRUCTION ENGINEERING AND INSPECTION CONTRACTS)
Consultant Towill, Inc.
Project No. Contract No. 0 Date 2/14/2023
Quantity Unit Unit Cost Total
mile $ 0.655 $ -
At Cost $ -
day $ 650.00 $ -
day $ 5,900.00 $ -
day $ 775.00 $ -
day $ 475.00 $ -
Subconsultant 1:
Subconsultant 2:
Subconsultant 3:
Subconsultant 4:
Subconsultant 5:
Note: Add additional pages if necessary.
NOTES:
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.
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 besupported 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 vehiclesthat could be used for the same purpose.
5. Items listed above that would be considered "tools of the trade" are not reimbursable as other direct cost.
AirGon Inspire 2 + Zenmuse X4S Camera + Loki PPK UAS
DESCRIPTION OF ITEMS
Mileage Costs
4. Items such as special tooling, will be reimbursed at actual cost with supporting documentation (invoice). 0 SCHEDULE OF OTHER DIRECT COST ITEMS (Add additional pages as necessary)
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.
Equipment Rental and Supplies
Trimble SX10 High Definition Scanner
LiDAR Sensor with Cameras
senseFly eBee Plus UAS
Prime Consultant Subconsultant
City Council 16 – 200 5/2/2023
Local Assistance Procedures Manual EXHIBIT 10-H2
Cost Proposal
EXHIBIT 10-H2 COST PROPOSAL
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: Aaron Badavinac Title *: Chief Financial Officer
Signature : Date of Certification (mm/dd/yyyy): 02/14/2023 Email: [email protected] Phone Number: (925) 682-6976 Address: 2300 Clayton Rd. #2300, Concord CA 94520
* 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:
Land Survey and Mapping
City Council 16 – 201 5/2/2023
Local Assistance Procedures Manual Exhibit 10-O2
Consultant Contract DBE Commitment
EXHIBIT 10-O2 CONSULTANT CONTRACT DBE COMMITMENT
1. Local Agency: 2. Contract DBE Goal:
3. Project Description:
4. Project Location:
5. Consultant's Name: 6. Prime Certified DBE: 7. Total Contract Award Amount:
8. Total Dollar Amount for ALL Subconsultants: 9. Total Number of ALL Subconsultants:
10. Description of Work, Service, or Materials
Supplied
11. DBE
Certification
Number
12. DBE Contact Information
13. DBE
Dollar
Amount
Local Agency to Complete this Section
14. TOTAL CLAIMED DBE PARTICIPATION
$ 20. Local Agency Contract
Number:
21. Federal-Aid Project Number:
22. Contract Execution
Date:
Local Agency certifies that all DBE certifications are valid and information on this form is complete and accurate.
23. Local Agency Representative's Signature 24. Date
25. Local Agency Representative's Name 26. Phone
27. Local Agency Representative's Title
%
IMPORTANT: Identify all DBE firms being claimed for credit, regardless of tier. Written confirmation of each listed DBE is required.
15. Preparer's Signature 16. Date
17. Preparer's Name 18. Phone
19. Preparer's Title
DISTRIBUTION: 1. Original – Local Agency
2. Copy – Caltrans District Local Assistance Engineer (DLAE). Failure to submit to DLAE within 30 days of contract execution may result in de-obligation of federal funds on contract.
ADA Notice: For individuals with sensory disabilities, this document is available in alternate formats. For information call (916) 654-6410 or TDD (916) 654- 3880 or write Records and Forms Management, 1120 N Street, MS-89, Sacramento, CA 95814.
July 23, 2015
On-Call Professional Land Surveying Services City of Santa Ana, California 0.10% Citywide - Santa Ana, California Towill, Inc. $ 95,000.00 1 $950,000.00
Field Surveying Support
3110
Chaudhary & Assoc., 211 gateway
Road W, Suite 204, Napa, CA 94558
$ 95,000.00 Phone: 707.255.2729
95,000.00 0.10 2/15/23 Aaron Badavinac 925.682.6976 Chief Financial Officer City Council 16 – 202 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 – 203 5/2/2023
Local Assistance Procedures Manual Exhibit 10-H
Local Assistance Procedures Manual EXHIBIT 10-H2
Cost Proposal
Note: Mark-ups are Not Allowed
Consultant Chaudhary & Associates, Inc. □ Prime Consultant □ Subconsultant □ 2 nd Tier Subconsultant
Project No. City of Santa Ana Surveying Contract No. 19-090 ___________ Date 2/23/2023 For Combined Rate
Fringe Benefit % + General & Administrative % = 0% Combined ICR% OR
For Home Office Rate
Fringe Benefit % + General & Administrative % 124.57% = 124.57% Home Office ICR% For Field Office Rate
Fringe Benefit % + General & Administrative % 167.80% = 167.80% Field Office ICR% Fee = 10%
Name/Job Title/Classification1 Actual or Avg. % or $
Straight OT(1.5x) OT(2x) From To Hourly Rate3increase
$ 244.56 $ 294.06 $ 343.56 2/23/2023 12/31/2023 $ 99.00 $ 251.89 $ 302.88 $ 353.86 1/1/2024 12/31/2024 $ 101.97 3.00% $ 259.45 $ 311.96 $ 364.48 1/1/2025 12/31/2025 $ 105.03 3.00% $ 267.23 $ 321.32 $ 375.41 1/1/2026 12/31/2026 $ 108.18 3.00% $ 275.25 $ 330.96 $ 386.68 1/1/2027 12/31/2027 $ 111.43 3.00% $ 140.81 $ 169.31 $ 197.81 2/23/2023 12/31/2023 $ 57.00 $55.00 to $60.00 $ 145.03 $ 174.38 $ 203.74 1/1/2024 12/31/2024 $ 58.71 3.00% $57.20 to $62.40 $ 149.38 $ 179.62 $ 209.85 1/1/2025 12/31/2025 $ 60.47 3.00% $59.49 to $64.90 $ 153.86 $ 185.00 $ 216.15 1/1/2026 12/31/2026 $ 62.29 3.00% $61.87 to $67.49 $ 158.48 $ 190.55 $ 222.63 1/1/2027 12/31/2027 $ 64.15 3.00% $64.34 to $70.19 $ 125.98 $ 151.48 $ 176.98 2/23/2023 12/31/2023 $ 51.00 $47.00 to $55.00 $ 129.76 $ 156.03 $ 182.29 1/1/2024 12/31/2024 $ 52.53 3.00% $48.41 to $56.65 $ 133.66 $ 160.71 $ 187.76 1/1/2025 12/31/2025 $ 54.11 3.00% $49.86 to $58.35 $ 137.67 $ 165.53 $ 193.39 1/1/2026 12/31/2026 $ 55.73 3.00% $51.36 to $60.10 $ 141.80 $ 170.50 $ 199.20 1/1/2027 12/31/2027 $ 57.40 3.00% $52.90 to $61.90 Associate Surveyor
Hourly range - for
classifications only
Survey Technician
BILLING INFORMATION CALCULATION INFORMATION
License 7857
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)
Hourly Billing Rates2 Effective date of hourly rate
Participation Amount $
Arvin Chaudhary, PE, PLS Not Applicable
Project Manager
LPP 15-01
January 2018 City Council 16 – 204 5/2/2023
Local Assistance Procedures Manual Exhibit 10-H
Name/Job Title/Classification1 Actual or Avg. % or $
Straight OT(1.5x) OT(2x) From To Hourly Rate3increase
Hourly range - for
classifications only
BILLING INFORMATION CALCULATION INFORMATION
Hourly Billing Rates2 Effective date of hourly rate
Arvin Chaudhary, PE, PLS $ 186.35 $ 217.98 $ 249.61 2/23/2023 12/31/2023 $ 63.26 $63.26 Not Applicable to $70.00 $ 191.94 $ 224.52 $ 257.10 1/1/2024 12/31/2024 $ 65.16 3.00% $65.16 to $72.10 $ 197.70 $ 231.26 $ 264.81 1/1/2025 12/31/2025 $ 67.11 3.00% $67.11 to $74.26 $ 203.63 $ 238.19 $ 272.76 1/1/2026 12/31/2026 $ 69.13 3.00% $69.13 to $76.49 $ 209.74 $ 245.34 $ 280.94 1/1/2027 12/31/2027 $ 71.20 3.00% $71.20 to $78.79 $ 181.34 $ 212.12 $ 242.90 2/23/2023 12/31/2023 $ 61.56 $61.56 to $68.00 $ 186.78 $ 218.49 $ 250.19 1/1/2024 12/31/2024 $ 63.41 3.00% $63.41 to $70.04 $ 192.39 $ 225.04 $ 257.70 1/1/2025 12/31/2025 $ 65.31 3.00% $65.31 to $72.14 $ 198.16 $ 231.79 $ 265.43 1/1/2026 12/31/2026 $ 67.27 3.00% $67.27 to $74.31 $ 204.10 $ 238.75 $ 273.39 1/1/2027 12/31/2027 $ 69.29 3.00% $69.29 to $76.53 $ 175.30 $ 205.06 $ 234.81 2/23/2023 12/31/2023 $ 59.51 $59.51 to $68.00 $ 180.56 $ 211.21 $ 241.86 1/1/2024 12/31/2024 $ 61.30 3.00% $61.30 to $70.04 $ 185.98 $ 217.55 $ 249.11 1/1/2025 12/31/2025 $ 63.13 3.00% $63.13 to $72.14 $ 191.56 $ 224.07 $ 256.59 1/1/2026 12/31/2026 $ 65.03 3.00% $65.03 to $74.31 $ 197.31 $ 230.80 $ 264.29 1/1/2027 12/31/2027 $ 66.98 3.00% $66.98 to $76.53 $ 161.61 $ 189.04 $ 216.47 2/23/2023 12/31/2023 $ 54.86 $54.86 to $53.00 $ 166.45 $ 194.71 $ 222.96 1/1/2024 12/31/2024 $ 56.51 3.00% $56.51 to $54.59 $ 171.45 $ 200.55 $ 229.65 1/1/2025 12/31/2025 $ 58.20 3.00% $58.20 to $56.23 $ 176.59 $ 206.57 $ 236.54 1/1/2026 12/31/2026 $ 59.95 3.00% $59.95 to $57.91 $ 181.89 $ 212.76 $ 243.64 1/1/2027 12/31/2027 $ 61.75 3.00% $61.75 to $59.65 $ 159.90 $ 187.04 $ 214.18 2/23/2023 12/31/2023 $ 54.28 $54.28 to $52.00 $ 164.69 $ 192.65 $ 220.60 1/1/2024 12/31/2024 $ 55.91 3.00% $55.91 to $53.56 $ 169.64 $ 198.43 $ 227.22 1/1/2025 12/31/2025 $ 57.59 3.00% $57.59 to $55.17 $ 174.72 $ 204.38 $ 234.04 1/1/2026 12/31/2026 $ 59.31 3.00% $59.31 to $56.82 $ 179.97 $ 210.51 $ 241.06 1/1/2027 12/31/2027 $ 61.09 3.00% $61.09 to $58.53 $ 71.97 $ 84.18 $ 96.40 2/23/2023 12/31/2023 $ 24.43
$ 74.12 $ 86.71 $ 99.29 1/1/2024 12/31/2024 $ 25.16 3.00% $ 76.35 $ 89.31 $ 102.27 1/1/2025 12/31/2025 $ 25.92 3.00% $ 78.64 $ 91.99 $ 105.33 1/1/2026 12/31/2026 $ 26.70 3.00% $ 81.00 $ 94.75 $ 108.49 1/1/2027 12/31/2027 $ 27.50 3.00% $ 79.95 $ 93.52 $ 107.09 2/23/2023 12/31/2023 $ 27.14
$ 82.35 $ 96.32 $ 110.30 1/1/2024 12/31/2024 $ 27.95 3.00% $ 84.82 $ 99.21 $ 113.61 1/1/2025 12/31/2025 $ 28.79 3.00% $ 87.36 $ 102.19 $ 117.02 1/1/2026 12/31/2026 $ 29.66 3.00% $ 89.98 $ 105.26 $ 120.53 1/1/2027 12/31/2027 $ 30.55 3.00% Apprentice B Rodperson **
California LS Party Chief **
Apprentice A Rodperson **
Certified Party Chief **
Rodperson **
Instrumentperson **
Party Chief **
LPP 15-01
January 2018 City Council 16 – 205 5/2/2023
Local Assistance Procedures Manual Exhibit 10-H
Name/Job Title/Classification1 Actual or Avg. % or $
Straight OT(1.5x) OT(2x) From To Hourly Rate3increase
Hourly range - for
classifications only
BILLING INFORMATION CALCULATION INFORMATION
Hourly Billing Rates2 Effective date of hourly rate
Arvin Chaudhary, PE, PLS $ 95.94 $ 112.23 $ 128.51 2/23/2023 12/31/2023 $ 32.57 Not Applicable $ 98.82 $ 115.60 $ 132.37 1/1/2024 12/31/2024 $ 33.55 3.00% $ 101.79 $ 119.06 $ 136.34 1/1/2025 12/31/2025 $ 34.55 3.00% $ 104.84 $ 122.64 $ 140.43 1/1/2026 12/31/2026 $ 35.59 3.00% $ 107.99 $ 126.32 $ 144.64 1/1/2027 12/31/2027 $ 36.66 3.00% $ 103.93 $ 121.57 $ 139.21 2/23/2023 12/31/2023 $ 35.28 $ 107.05 $ 125.21 $ 143.38 1/1/2024 12/31/2024 $ 36.34 3.00% $ 110.26 $ 128.97 $ 147.69 1/1/2025 12/31/2025 $ 37.43 3.00% $ 113.56 $ 132.84 $ 152.12 1/1/2026 12/31/2026 $ 38.55 3.00% $ 116.97 $ 136.83 $ 156.68 1/1/2027 12/31/2027 $ 39.71 3.00% $ 111.94 $ 130.94 $ 149.94 2/23/2023 12/31/2023 $ 38.00 $ 115.30 $ 134.87 $ 154.44 1/1/2024 12/31/2024 $ 39.14 3.00% $ 118.76 $ 138.91 $ 159.07 1/1/2025 12/31/2025 $ 40.31 3.00% $ 122.32 $ 143.08 $ 163.84 1/1/2026 12/31/2026 $ 41.52 3.00% $ 125.99 $ 147.37 $ 168.76 1/1/2027 12/31/2027 $ 42.77 3.00% $ 119.92 $ 140.28 $ 160.63 2/23/2023 12/31/2023 $ 40.71 $ 123.52 $ 144.49 $ 165.45 1/1/2024 12/31/2024 $ 41.93 3.00% $ 127.23 $ 148.82 $ 170.42 1/1/2025 12/31/2025 $ 43.19 3.00% $ 131.04 $ 153.29 $ 175.53 1/1/2026 12/31/2026 $ 44.48 3.00% $ 134.97 $ 157.88 $ 180.79 1/1/2027 12/31/2027 $ 45.82 3.00% $ 127.91 $ 149.62 $ 171.33 2/23/2023 12/31/2023 $ 43.42 $ 131.74 $ 154.11 $ 176.47 1/1/2024 12/31/2024 $ 44.72 3.00% $ 135.70 $ 158.73 $ 181.76 1/1/2025 12/31/2025 $ 46.06 3.00% $ 139.77 $ 163.49 $ 187.21 1/1/2026 12/31/2026 $ 47.45 3.00% $ 143.96 $ 168.39 $ 192.83 1/1/2027 12/31/2027 $ 48.87 3.00% (Add pages as necessary)
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.
Apprentice G Rodperson **
Apprentice F Rodperson **
Apprentice E Rodperson **
Apprentice D Rodperson **
Apprentice C Rodperson **
LPP 15-01
January 2018 City Council 16 – 206 5/2/2023
Local Assistance Procedures Manual Exhibit 10-H
Local Assistance Procedures Manual EXHIBIT 10-H2
Cost Proposal
Notes:
2. The cost proposal format shall not be amended.
Consultant Chaudhary & Associates, Inc. □ Prime Consultant □ Subconsultant Project No. City of Santa Ana Surveying Contract No. 19-090 Date 2/23/2023 Description of Item Quantity Unit Unit Cost Total
$
$
$
$
$
Traffic Control
$
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.
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. $
$
$
$
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
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
4. For named employees and key personnel enter the actual hourly rate. For classifications only, enter the Average Hourly Rate for that classification. and established by a cognizant agency or accepted by Caltrans. All costs must comply with the Federal cost principles for reimbursement. must comply with the Federal cost principles. Subconsultants will provide their own cost proposals.
Mileage Costs
Equipment Rental and Supplies
Permit Fees
Plan Sheets
$
Subconsultant 5:
Subconsultant 6:
Vehicle
Subconsultant 2:
Subconsultant 1:
Subconsultant 3:
Subconsultant 4:
$
$
$
$
$
$
$
Test
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)
SCHEDULE OF OTHER DIRECT COST ITEMS (Add additional pages as necessary) LPP 15-01
January 2018
City Council 16 – 207 5/2/2023
Local Assistance Procedures Manual Exhibit 10-H
Certification of Direct Costs:
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: Arvin Chaudhary, PE, PLS Title *:
Signature : Date of Certification (mm/dd/yyyy): 2/23/2023 Email: [email protected] Phone Number: 707-255-2729
* 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:
EXHIBIT 10-H2 COST PROPOSAL Page 3 of 3
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:
Land Surveying Services
President
LPP 15-01
January 2018 City Council 16 – 208 5/2/2023
EXHIBIT 4
AGREEMENT WITH JOHNSON-FRANK & ASSOCIATES, INC., TO PROVIDE ON-CALL
PROFESSIONAL LAND SURVEYING SERVICES FOR THE CITY OF SANTA ANA THIS AGREEMENT is made and entered into on this 2nd day of May, 2023 by and between JohnsonFrank & 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.
B.
C.
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.
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 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
On an on-call basis, and at the City’s sole discretion, 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. COMPENSATION
a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit B. Consultant is one of three (3) consultants selected to provide services on an on-call basis under RFP 19-090. The total compensation for these services provided by all such consultants selected under RFP 19-090 shall not exceed the shared aggregate amount of One Million, Five Hundred Thousand Dollars and Zero Cents ($1,500,000) during the term of the Agreement, including any extension periods.
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b. Payment by City shall be made within 45 days (forty-five) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. c. Payment need not be made for work that fails to meet the standards of performance set forth in the Recitals that may reasonably be expected by City.
3. TERM
This Agreement shall commence on the date first written above and terminate on May 1, 2026, unless terminated earlier in accordance with Section 16, below. The term of this Agreement may be extended for up to two (2) one-year periods upon a writing executed by the City Manager and City Attorney.
4. PREVAILING WAGES
Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. If the services being performed are part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws.
Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
5. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.
6. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the
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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.
7. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below:
a. Minimum Scope and Limit of Insurance
(1) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregatelimit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit. (2) Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1), or if Consultant has no owned autos, hired, (Code 8) and nonowned autos (Code 9), with a limit no less than $1,000,000 per accident for bodily injury and property damage.
(3) Workers’ Compensation: as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. (4) Professional Liability (Errors and Omissions): Insurance appropriate to the Consultant’s profession, with a limit of no less than $1,000,000 per occurrence or claim, $2,000,000 aggregate.
(5) Broader Coverage: if the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. b. Other Insurance Provisions
(1) Additional Insured Status: The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connectionwith such work or operations. General liability coverage can
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be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or if notavailable, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 if a later edition is used).
(2) Primary Coverage: For any claims related to this contract, the Consultant’s insurance coverage shall be primary coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it. (3) Notice of Cancellation: Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the City. (4) Waiver of Subrogation: Consultant hereby grants to City a waiver of any right to subrogation that any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance.
Consultant agrees to obtain any endorsement that may be necessary to affect this waiverof subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
(5) Self-Insured Retentions: Self-insured retentions must be declared to and approved by the City. The City may require theConsultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.
(6) Acceptability of Insurers: Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City. (7) Claims Made Policies: If any of the required policies provide claims-made coverage:
i. The retroactive date must be shown, and must be before the date of the contract or beginning of contract work.
ii. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of contract work. iii. If coverage is canceled or non-renewed, and not replaced with another claimsmade policy form with a retroactive date prior to the contract effective date,
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the Consultant must purchase “extending reporting” coverage for a minimum of five (5) years after completion of work.
(8) Verification of Coverage: Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage requiredby this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing allpolicy endorsements to City before work begins.
However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them.
The City reserves the right to require complete, certified copies of all required insurance policies,including endorsements required by these specifications, at any time.
(9) Subcontractors: Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors.
(10) Special Risks or Circumstances: City reserves the right to modify these requirements, including limits, based on the nature of therisk, prior experience, insurer, coverage, or other special circumstances.
8. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
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9. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States’ letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement.
10. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable.
Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours.
Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement.
11. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. “Confidential Information” shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City.
12. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement.
13. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or
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military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.
14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail.
This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein.
15. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City’s ability to have any of the services that are the subject to this Agreement performed by City personnel or by other contractors retained by City.
16. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination.
In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions:
a.
b.
As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate.
Payment need not be made for work that fails to meet the standard of performance specified in the Recitals of this Agreement.
17. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving
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the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
18. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement.
19. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney’s fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.
21. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons:
To City:
Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
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Fax: 714- 647-6956
With courtesy copies to:
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, California 92702
To Consultant:
John-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 time frames, weekends, federal, state, County or City holidays shall be excluded.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written.
ATTEST: CITY OF SANTA ANA
Jennifer L. Hall
City Clerk
Kristine Ridge
City Manager
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
CONSULTANT:
By:
Brandon Salvatierra
Deputy City Attorney
Alan D. Frank
President
[signatures continued on next page] Page 9 of 10
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RECOMMENDED FOR APPROVAL:
Nabil Saba
Executive Director
Public Works Agency
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EXHIBIT A
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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
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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
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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
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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
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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
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EXHIBIT B
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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
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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 – 227 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 – 228 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 – 229 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 – 230 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 – 231 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 – 232 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 – 233 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 – 234 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 – 235 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 – 236 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 – 237 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 – 238 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 – 239 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 – 240 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 – 241 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 – 242 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 scheduled a
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 – 243 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 – 244 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 – 245 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 – 246 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 – 247 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 – 248 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 – 249 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 – 250 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 – 251 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 – 252 5/2/2023
City Council 16 – 253 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 – 254 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 – 255 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 – 256 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 – 257 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 – 258 5/2/2023
EXHIBIT C
City Council 16 – 259 5/2/2023
Johnson-Frank & Associates, Inc.
On-Call Land Surveying Services
The City of Santa Ana
Alternative Schedule of Hourly Rates for Services
by our Company for the City of Santa Ana
Contract Duration, approximately
December 2023 to November 2028
Principal Licensed Surveyor / Survey Manager $341.07
$206.26
$163.65
$109.21
$217.94
$406.95
$593.95
$150.56
Licensed Surveyor / Survey Manager
Senior Technician
Technician/CAD/GIS Operator
One Person Survey Party w/equipment
Two Person Survey Party w/equipment
Three Person Survey Party w/equipment
Clerical/Delivery
Sub-consultants (GPSi Photogrammetry and LiDAR) and Reimbursable Items GPS Equipment (1 unit per person included in above crew rates) Cost
$100/unit/day
Authorized overtime shall be charged at 1.5 times the regular rate except for Sundays and/or holidays.
Rates for Sunday and for holidays shall be 2.0 times the regular rates.
Daily overtime billing for field survey work during Monday through Friday does not commence until 8 hours of on-site work has been completed.
Rates may only be changed by mutual consent.
5150 E. Hunter Ave.
(714) 777-8877
Anaheim, CA 92807
[email protected] FAX: (714) 777-1641 City Council 16 – 260 5/2/2023
AGREEMENT WITH STANTEC CONSULTING SERVICES, INC., TO PROVIDE ON-CALL
PROFESSIONAL LAND SURVEYING SERVICES FOR THE CITY OF SANTA ANA THIS AGREEMENT is made and entered into on this 2nd day of May, 2023 by and between Stantec Consulting Services, Inc., a New York 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. 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 RFP No. 19-090.
C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
On an on-call basis, and at the City’s sole discretion, 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. COMPENSATION
a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit B. Consultant is one of three (3) consultants selected to provide services on an on-call basis under RFP 19-090. The total compensation for these services provided by all such consultants selected under RFP 19-090 shall not exceed the shared aggregate amount of One Million, Five Hundred Thousand Dollars and Zero Cents ($1,500,000) during the term of the Agreement, including any extension periods.
EXHIBIT 5
City Council 16 – 261 5/2/2023
b. Payment by City shall be made within 45 days (forty-five) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. c. Payment need not be made for work that fails to meet the standards of performance set forth in the Recitals that may reasonably be expected by City.
3. TERM
This Agreement shall commence on the date first written above and terminate on May 1, 2026, unless terminated earlier in accordance with Section 16, below. The term of this Agreement may be extended for up to two (2) one-year periods upon a writing executed by the City Manager and City Attorney.
4. PREVAILING WAGES
Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. If the services being performed are part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws.
Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
5. INDEPENDENT CONTRACTOR
Contractor 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.
6. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the City Council 16 – 262 5/2/2023
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.
7. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below:
a. Minimum Scope and Limit of Insurance
(1) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the general aggregatelimit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit. (2) Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1), or if Consultant has no owned autos, hired, (Code 8) and nonowned autos (Code 9), with a limit no less than $1,000,000 per accident for bodily injury and property damage.
(3) Workers’ Compensation: as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. (4) Professional Liability (Errors and Omissions): Insurance appropriate to the Consultant’s profession, with a limit of no less than $1,000,000 per occurrence or claim, $2,000,000 aggregate.
(5) Broader Coverage: if the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. b. Other Insurance Provisions
(1) Additional Insured Status: The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connectionwith such work or operations. General liability coverage can City Council 16 – 263 5/2/2023
be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or if notavailable, through the addition of both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 if a later edition is used).
(2) Primary Coverage: For any claims related to this contract, the Consultant’s insurance coverage shall be primary coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it. (3) Notice of Cancellation: Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the City. (4) Waiver of Subrogation: Consultant hereby grants to City a waiver of any right to subrogation that any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance.
Consultant agrees to obtain any endorsement that may be necessary to affect this waiverof subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
(5) Self-Insured Retentions: Self-insured retentions must be declared to and approved by the City. The City may require theConsultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.
(6) Acceptability of Insurers: Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’srating of no less than A:VII, unless otherwise acceptable to the City. (7) Claims Made Policies: If any of the required policies provide claims-made coverage:
i. The retroactive date must be shown, and must be before the date of the contract or beginning of contract work.
ii. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of contract work. iii. If coverage is canceled or non-renewed, and not replaced with another claimsmade policy form with a retroactive date prior to the contract effective date, City Council 16 – 264 5/2/2023
the Consultant must purchase “extending reporting” coverage for a minimum of five (5) years after completion of work.
(8) Verification of Coverage: Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage requiredby this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing allpolicy endorsements to City before work begins.
However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them.
TheCityreservesthe right to require complete, certified copies of allrequired insurance policies,including endorsements required by these specifications, at any time.
(9) Subcontractors: Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors.
(10) Special Risks or Circumstances: City reserves the right to modify these requirements, including limits, based on the nature of therisk, prior experience, insurer, coverage, or other special circumstances.
8. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
City Council 16 – 265 5/2/2023
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultantshall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States’ letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement.
10. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable.
Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours.
Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement.
11. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. “Confidential Information” shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City.
12. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement.
13. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or City Council 16 – 266 5/2/2023
military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.
14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail.
This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein.
15. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City’s ability to have any of the services that are the subject to this Agreement performed by City personnel or by other contractors retained by City.
16. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination.
In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work that fails to meet the standard of performance specified in the Recitals of this Agreement.
17. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving City Council 16 – 267 5/2/2023
the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
18. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement.
19. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney’s fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.
21. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons:
To City:
Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
City Council 16 – 268 5/2/2023
Fax: 714- 647-6956
With courtesy copies to:
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, California 92702
To Consultant:
Stantec Consulting Services, Inc.
Attn: Greg Seboum, Principal-in-Charge
38 Technology Drive
Irvine, CA 92618
(949) 923-6953
A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written.
ATTEST: CITY OF SANTA ANA
Jennifer L. Hall Kristine Ridge
City Clerk City Manager
APPROVED AS TO FORM:
SONIA R. CARVALHO CONSULTANT:
City Attorney
By:
Brandon Salvatierra Greg Seboum
Deputy City Attorney Principal-in-Charge
[signatures continued on next page]
City Council 16 – 269 5/2/2023
RECOMMENDED FOR APPROVAL:
Nabil Saba
Executive Director
Public Works Agency
City Council 16 – 270 5/2/2023
EXHIBIT A
City Council 16 – 271 5/2/2023
City of Santa Ana RFP 19-090
Page A1-1
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 Council 16 – 272 5/2/2023
City of Santa Ana RFP 19-090
Page A1-2
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 Council 16 – 273 5/2/2023
City of Santa Ana RFP 19-090
Page A1-3
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 Council 16 – 274 5/2/2023
City of Santa Ana RFP 19-090
Page A1-4
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 Council 16 – 275 5/2/2023
City of Santa Ana RFP 19-090
Page A1-5
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 Council 16 – 276 5/2/2023
EXHIBIT B
City Council 16 – 277 5/2/2023
Professional Land Surveying Services
City of Santa Ana
Public Works Agency
October 24, 2019
RFP No. 19-090
City Council 16 – 278 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 Agency. We understand the importance of selecting a qualified partner to provide 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. With branch offices throughout southern California, you will benefit from a team that has successfully completed surveying services for more than 60 years. We know that on-call contracts ebb and flow. We have 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.
The right firm/team experience. Because 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 qualified professionals who have substantial experience in providing design and 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.
Specialized subconsultants and commitment to meeting your anticipated participation levels for small and minority businesses. We have a long history of working with small, local firms and are committed to engaging our teaming partners:
Geospatial Professional Solutions Inc. (GPSi) and Cabrinha, Hearn & Associates (CHA).
They have seamlessly collaborated with us on numerous efforts over the years.
Focused on our people. Focused on safety. The way we treat our people, clients, and neighbors reflects who we are, what we believe in, and how we do our work. Integrating practical Health, Safety, and Environment programs into our work helps protect our people from injuries, property loss, and environmental damage.
Your projects are our priority. Your projects and their successful delivery are our priority. This means that each assignment receives the detailed attention and best qualified team members for the specific services required.
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 certificates are provided in Appendix B of this proposal.
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
City Council 16 – 279 5/2/2023
2 of 10 Stantec
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 – 280 5/2/2023
City of Santa Ana Public Works Agency // RFP No. 19-090 On-Call Professional Land Surveying Services 3 of 10 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 – 281 5/2/2023
4 of 10 Stantec
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 – 282 5/2/2023
City of Santa Ana Public Works Agency // RFP No. 19-090 On-Call Professional Land Surveying Services 5 of 10 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)
Survey Project Manager
Camden Cabrinha, PLS - 50%
Party Chief
Jamie Bertchume, PLS - 50%
_________________
GPSi
Chief Photogrammetrist
Ramon Ramos, PLS, CP - 100%
Aerial Production Manager
and QA/QC Oversight
Alice Ramos, CP, GISP - 100%
Aerial Project Manager
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
Certified Party Chief
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)
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6 of 10 Stantec
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
• Draft and final records of survey
• Draft and final corner records
• Map checking review, final approval letters, and redline map comments
• Topographic products including CAD Planimetry and
surface files
• Photogrammetric mapping products, including CAD
planimetry and surface files and digital color
orthophotography files
• 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 – 284 5/2/2023
City of Santa Ana Public Works Agency // RFP No. 19-090 On-Call Professional Land Surveying Services 7 of 10 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 wells Solution: worked with city project manager to develop an efficient geometry that significantly lowered the legal description costs
Monica Suter, PE, TE, PTOE
City Of Santa Ana - Public Works
Design Engineering
(714) 647-5645
[email protected]
Tony Cuomo
Nutwood/Yale Area Infrastructure
Improvements
City of Fullerton
Public 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 Fullerton
Public 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 Fullerton
Public 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
County
Department 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 software
Solution: Stantec purchased necessary software, trained with county personnel, and became proficient with the new software Mark Wittig, PLS
Survey Supervisor I, FC
Los Angeles County DPW
(626) 458-5144
[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 least four tagged ties. (In cases where monuments or ties were missing,new monuments and/or ties were set.)
Joe Derleth
City Surveyor
City of Huntington Beach
(714) 536-5431
[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 Supervisor
Orange County Sanitation District
(714) 593-7844
[email protected]
Jim Steines, Ray Mansur, Jason
Shockley
Mira Loma Women’s Detention Center Los Angeles
County
Department of
Public Works,
Project
Management
Division
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 Ramos
Senior Capital Projects Manager
Project Management Division II
(626) 314-1245
[email protected]
Greg Sebourn, Ray Mansur, Tessie
Barriga, Joseph Nelson, Tim Eich, Jason
Shockley
Old River Leeds Road Los Angeles
County
Department of
Public Works,
Project
Management
Division
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
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8 of 10 Stantec
Project Name and Location Client Project Status Services Provided Description 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
County
Department of
Public Works,
Project
Management
Division
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 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
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]
Robert 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]
Robert 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 1
Los 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 areas
Solutions: 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 DeMello
LA 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 Profile
Los 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 zone Solution: aerial survey and photogrammetric mapping 1”=40’ w/ 1’ CI, 11 linear miles; flight coordination with air traffic control Tessie Barriga PE
Stantec
(949) 923-6946
[email protected]
Ramon Ramos, Maria Alice Ramos,
Paul Hamilton-Rivers
Sediment Augmentation Project
Seal 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 Services
Solution: 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) 982-4601
[email protected]
Ramon Ramos, Maria Alice Ramos,
Paul Hamilton-Rivers
City Council 16 – 286 5/2/2023
City of Santa Ana Public Works Agency // RFP No. 19-090 On-Call Professional Land Surveying Services 9 of 10 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 – 287 5/2/2023
10 of 10 Stantec
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 – 288 5/2/2023
Appendix B
Certificates
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Design with community in mind
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EXHIBIT C
City Council 16 – 296 5/2/2023
SCHEDULE OF BILLING RATES – 2023
Billing
Level
Hourly
Rate Description
3 4
5 $111
$122
$139
Junior Level position
Independently carries out assignments of limited scope using standard procedures, methods, and techniques
Assists senior staff in carrying out more advanced procedures Completed work is reviewed for feasibility and soundness of judgment Graduate from an appropriate post-secondary program or equivalent Generally, one to three years’ experience
6 7
8 $143
$152
$162
Fully Qualified Professional Position
Carries out assignments requiring general familiarity within a broad field of the respective profession Makes decisions by using a combination of standard methods and techniques Actively participates in planning to ensure the achievement of objectives Works independently to interpret information and resolve difficulties Graduate from an appropriate post-secondary program, with credentials or equivalent Generally, three to six years’ experience
9 10
11 $168
$173
$189
First Level Supervisor or first complete Level of Specialization Provides applied professional knowledge and initiative in planning and coordinating work programs Adapts established guidelines as necessary to address unusual issues Decisions accepted as technically accurate, however may on occasion be reviewed for soundness of judgment
Graduate from an appropriate post-secondary program, with credentials or equivalent Generally, five to nine years’ experience
12 13
14 $198
$209
$219
Highly Specialized Technical Professional or Supervisor of groups of professionals Provides multi-discipline knowledge to deliver innovative solutions in related field of expertise Participates in short- and long-range planning to ensure the achievement of objectives Makes responsible decisions on all matters, including policy recommendations, work methods, and financial controls associated with large expenditures
Reviews and evaluates technical work
Graduate from an appropriate post-secondary program, with credentials or equivalent Generally, ten to fifteen years’ experience with extensive, broad experience 15 16
17 $232
$256
$265
Senior Level Consultant or Management
Recognized as an authority in a specific field with qualifications of significant value Provides multi-discipline knowledge to deliver innovative solutions in related field of expertise Independently conceives programs and problems for investigation Participates in discussions to ensure the achievement of program and/or project objectives Makes responsible decisions on expenditures, including large sums or implementation of major programs and/or projects
Graduate from an appropriate post-secondary program, with credentials or equivalent Generally, more than twelve years’ experience with extensive experience 18 19
20 21
$270
$281
$291
$309
Senior Level Management under review by Vice President or higher Recognized as an authority in a specific field with qualifications of significant value Responsible for long range planning within a specific area of practice or region Makes decisions which are far reaching and limited only by objectives and policies of the organization Plans/approves projects requiring significant human resources or capital investment Graduate from an appropriate post-secondary program, with credentials or equivalent Generally, fifteen years’ experience with extensive professional and management experience Survey Crews
Crew Size
1-Person
2-Person
3-Person
Regular Rate
$200
$310
$420
Overtime Rate
$260
$420
$580
Expert Witness Services carry a 50% premium on labor. Overtime may be charged at 1.5 times the standard billing rate. All labor rates will be subject to annual increase.
T-2 2023
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