b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. Notwithstanding any contrary terms contained within Consultant’s Fee Proposal, Consultant’s fees shall not exceed 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws.
3. TERM
This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to a one, two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant 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 and limited to that degree of care and skill ordinarily exercised by members of the same profession currently practicing under similar circumstances at the same time and in the same or similar locality (“Standard of Care”), and in accordance with such Standard of Care, all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.
6. INSURANCE
Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the Consultant, its agents, representatives, employees or subcontractors.
a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that 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 $2,000,000 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 $2,000,000 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 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. d. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions:
(i) 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 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, 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 City, its officers, officials, employees, and volunteers. Any insurance or selfinsurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.
(iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
(v) Self-Insured Retentions. Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.
(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 City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims-made basis:
• The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
• Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
• 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.
(viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix)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.
(x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
7. 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. 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.
8. 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.
9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement.
10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. “Confidential Information” shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City.
11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement.
12. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.
13. 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.
14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City’s ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City.
15. 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. However, the City shall not be allowed to use such work product(s) until the City has made payment for all undisputed amounts owing to Consultant, unless the amount in dispute is the result of work which failed to meet the standard of performance specified in the Recitals of this Agreement.
b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.
16. 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.
17. 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.
18. 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.
19. 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
Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Nabil Saba
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-xx)
P.O. Box 1988
Santa Ana, California 92702
Fax:
To Consultant:
Puneet Comar
Founder & President
X Engineering & Consulting, Inc.
6 Hutton Centre Drive, Suite 650
Santa Ana, CA 92707
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.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney’s fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.
[signatures on following page]
SIGNATURE PAGE FOR CONSULTANT AGREEMENT BETWEEN
CITY OF SANTA ANA AND X ENGINEERING & CONSULTING, INC. FOR ON-CALL
ENGINEERING SERVICES
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:
PUNEET COMAR
Assistant City Attorney Founder & President
RECOMMENDED FOR APPROVAL:
NABIL SABA
Executive Director
Public Works Agency
EXHIBIT A
SCOPE OF SERVICES
City Council 20 – 523 5/16/2023
City Council 20 – 524 5/16/2023
City Council 20 – 525 5/16/2023
City Council 20 – 526 5/16/2023
City Council 20 – 527 5/16/2023
City Council 20 – 528 5/16/2023
City Council 20 – 529 5/16/2023
City Council 20 – 530 5/16/2023
EXHIBIT B
CONSULTANT’S PROPOSAL
City Council 20 – 531 5/16/2023
STATEMENT OF QUALIFICATIONS
RFP #23-030
CITY OF SANTA ANA
MARCH 14, 2023
City Council 20 – 532 5/16/2023
a. Cover Letter | STATEMENT OF QUALIFICATIONS | SECTION 1
COVER LETTER
March 14, 2023
City of Santa Ana Public Works Agency
20 Civic Center Plaza, M-36
Santa Ana, CA 92701
RE: STATEMENT OF QUALIFICATIONS FOR ON-CALL ENGINEERING SERVICES (RFP #23-030) To whom it may concern:
X Engineering & Consulting, Inc. has prepared this Statement of Qualifications to become an approved vendor with the City of Santa Ana (City) Public Works Agency (Agency).
X Engineering & Consulting, Inc. is a civil engineering firm based in Santa Ana, CA, with a technical focus on infrastructure and land development projects for public agencies and municipalities as well as private entities.
We implement thoughtful, creative, technically sound and environmentally sensitive designs to create enduring products that meet our clients’ goals and make positive contributions to our community.
In 2018, X Engineering opened for business and currently maintains a strong financial position with no outstanding or pending judgments. Our portfolio includes public improvement, master plan communities, multifamily residential, mixed-use and hospitality projects in Orange, San Diego, Riverside, San Bernardino and Los Angeles Counties. Our services include, but are not limited to, infrastructure design, grading and drainage, entitlements and CEQA support, roadway improvements, wet utility design, survey and mapping and storm water management. In addition to the aforementioned services, we provide compliance consulting for industrial facilities pursuant to the National Pollutant Discharge Elimination System, Clean Water Act, and other federal, state and local regulations.
Our Geomatics practice, led by Director of Geomatics Gerald “Jerry” Anderson, LS, brings decades of experience with public agencies within Orange County on completed public improvement projects, supporting the County’s real property service needs, right-of-entry access, and easement documentation.
Founder and Principal Puneet Comar, PE, QSD, is a registered civil engineer in the State of California. Mr.
Comar holds a Bachelor of Science in Civil and Environmental Engineering and has over 20 years of civil engineering and consulting experience within the southern California region. He will serve as Principal in Charge and the main Point of Contact for all civil engineering services provided to the City, as well as the holder of legal authority to bind the company. We have prepared this Statement of Qualifications to provide you with an overview of our company and acquaint you with our general qualifications and specialized expertise related to the City’s current and future needs.
Sincerely,
g, Inc.
Founder and President
949.522.7100
[email protected]
City Council 20 – 533 X ENGINEERING & CONSULTING, INC. 1 5/16/2023 Table of Contents
Table of Contents
1 SECTION 1 | STATEMENT OF QUALIFICATIONS
a. Cover Letter
b/e. Contract Agreement Statement / Willingness to Comply with Agreement Terms c. Firm and Team Experience
d. Understanding of Need
f. References
20 21
22 SECTION 2 | SCOPE OF SERVICES AND SCHEDULE
SECTION 3 | FEE PROPOSAL
SECTION 4 | CERTIFICATIONS
•
•
•
Attachment 3-1: Non-Collusion Affidavit
Attachment 3-2: Non-Lobbying Certification
Attachment 3-3: Non-Discrimination Certification
27 APPENDIX
• Resumes
City Council 20 – 534 5/16/2023
b/e. Contract Agreement Statement / Willingness to... | STATEMENT OF QUALIFICATIONS | SECTION 1
CONTRACT AGREEMENT STATEMENT /
WILLINGNESS TO COMPLY WITH AGREEMENT TERMS
X Engineering & Consulting, Inc. understands that the firm(s) contracted with the City via this Request for Proposal #23-030 shall be retained on the basis of having special skill and knowledge in the fields of civil design, transportation/traffic, structural engineering, geotechnical engineering, land surveying, architecture, irrigation, environmental engineering, electrical engineering, and mechanical engineering.
We acknowledge that we are skilled and knowledgeable in our field and that any services we perform under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in this field. We are able and willing to perform such services, tasks and obligations (including all labor, materials, tools, equipment, and incidental customary work) required to fully and adequately fulfill the terms of this Agreement with the City.
City Council 20 – 535 X ENGINEERING & CONSULTING, INC. 3 5/16/2023 c. Firm and Team Experience | STATEMENT OF QUALIFICATIONS | SECTION 1
FIRM AND TEAM EXPERIENCE
X Engineering & Consulting, Inc. (XEC) is
a civil engineering firm of 30 devoted team
members based in Santa Ana, CA, focused on
land development and infrastructure projects
for public agencies and municipalities as well
as private entities. We implement thoughtful,
technically sound and environmentally
sensitive designs to create enduring products
that meet our clients’ goals and make positive
contributions to our community.
Principal Puneet Comar, PE, QSD, and
Senior Project Manager Eric Lissner, PE,
the founders of X Engineering, envisioned
a practice that values collaboration,
professionalism, innovation, experience and
integrity. We believe that when a diverse team with fresh perspectives works together in an environment that is both challenging and rewarding, exceptional results are achieved.
In 2018, X Engineering opened for business. Our growing portfolio includes public improvements, survey and mapping services, storm water management, master plan communities, mixed-use, and hospitality projects throughout southern California. Additionally, we provide compliance consulting services for industrial facilities pursuant to the National Pollutant Discharge Elimination System, Clean Water Act, and other federal, state and local regulations.
X represents the intersection of civil engineering, land development, client experience, and professional fulfillment. Together, these form the foundation for the work we do.
See following page for organization chart. To view key personnel resumes, refer to Appendix.
Project Manager / Principal Agent
Puneet Comar, PE, QSD, Principal
Associates in Charge
• Eric Lissner, PE, Senior Project Manager
• Bryan Redsun, PE, QSD, Project Manager
• Suleen Lao, PE, Project Manager
• Gerald Anderson, LS, Director of Geomatics Key Personnel • Paul Hacunda, PE, QSD, Senior
Engineering Manager
• Tony Perez, Senior Engineer
• Christopher Shyy, PE, Project Engineer
• Selwyn Harsono, PE, Project Engineer
• Travis Hicks, EIT, QISP, Storm Water
Manager
Firm Size
5 Managers 21Staff 4
Project Technical Admin
Staff
City Council 20 – 536 X ENGINEERING & CONSULTING, INC. 4 5/16/2023 SECTION 1 | STATEMENT OF QUALIFICATIONS | c. Firm and Team Experience Organization Chart
X Engineering & Consulting (XEC)’s leadership is comprised of trusted advisors whose technical expertise and open-door accessibility ensure the professional excellence of the entire team and the value provided to our clients. We are members of the American Society of Civil Engineers, Urban Land Institute, Building Industry Organization of Southern California, and California Storm Water Quality Association. Below is our select team of qualified professionals to support the City of Santa Ana’s engineering service needs. Each team member’s name, title, and percentage of time devoted to a given project by the City are listed below.
CITY OF SANTA ANA
X ENGINEERING & CONSULTING, INC.
Primary Contact
PUNEET COMAR, PE, QSD
PROJECT MANAGER / PRINCIPAL AGENT
10-15%
ERIC LISSNER, PE
SENIOR PROJECT MANAGER
40%
CIVIL ENGINEERING STORM WATER
PAUL HACUNDA, PE, QSD
SENIOR ENGINEERING MANAGER
25%
KEAH-YING LIM, PE, PHD
STORM WATER ENGINEER
40%
TONY PEREZ
SENIOR ENGINEER
25%
TRAVIS HICKS, EIT, QISP
STORM WATER MANAGER
25%
SELWYN HARSONO, PE
PROJECT ENGINEER
20%
CHRISTOPHER SHYY, PE
PROJECT ENGINEER
25%
GEOMATICS CAD / TECH / GIS
GERALD ANDERSON, LS
DIRECTOR OF GEOMATICS
30%
JAMES LORD
CAD / BIM MANAGER
25%
JASON ANDERSON
CHIEF OF PARTIES
25%
JON COCKRIEL
MAPPING TECHNICIAN
20%
5 X ENGINEERING & CONSULTING, INC. City Council 20 – 537 5/16/2023 d. Understanding of Need | STATEMENT OF QUALIFICATIONS | SECTION 1
UNDERSTANDING OF NEED
Approach
Our approach here at X Engineering &
Consulting, Inc. (XEC) is to always do what
is best for the project while maintaining the
highest level of design quality and service
for the City and the surrounding community.
Understanding how the project will be
constructed as well as how the postproject condition will be experienced by the end user and contribute to the local
community is a critical component to our
approach on each project. Once we have
understood the ultimate goals and objectives
of the City for each project, we can leverage
past experiences and expertise to develop
a Project Management Plan (PMP). As a
trusted partner to the City, our role will be to present our Project Management Plan to the City for approval and then implement the plan to completion. See diagram following this section.
Since our establishment, XEC has continued to refine our process for the life cycle of each project to ensure the journey is as harmonious as possible from start to finish for the City, ourselves, and the various project consultants.
The project deliverables as defined in the scope of services for each project will be presented to the city at 30%, 60%, & 90% completion. Comments and input from the City will be discussed and integrated into the design at each stage. The PMP will also be updated as applicable upon receiving comments at the 90% stage, ensuring the final modifications are completed and
delivered to the City in an organized fashion.
XEC shall perform an internal Quality Assurance/
Quality Control (QA/QC) review at each
deliverable stage as shown in the Implementation
phase of the PMP. The review will be performed
by Senior Engineering Manager Paul Hacunda,
PE, QSD, who brings over 40 years of experience
in both public and private sector projects. Items
identified in the QA/QC process that need City
input will be provided to the City in technical
documents with supporting exhibits to allow the
City to respond in a timely and concise manner.
(continued on following page)
City Council 20 – 538 X ENGINEERING & CONSULTING, INC. 6 5/16/2023 SECTION 1 | STATEMENT OF QUALIFICATIONS | d. Understanding of Need (continued from previous page)
An initial project scheduling will be prepared at the Project Understanding phase of the PMP and presented to the City for review and input. XEC uses Microsoft Project for preparing schedules. This software, coupled with our weekly workload meetings, will allow XEC to allocate adequate staff to keep to the project on schedule. Any design changes or project impacts that may result in a deviation from the schedule shall be brought to the City immediately. In the event of a project falling behind the agreed upon schedule, XEC will utilize additional staffing and resources, including nights and weekends when needed, to redirect the project back on schedule.
XEC also utilizes Deltek Ajera to manage project budgets, project accounting and invoicing. The dedicated Project Manager will have access to real-time budget information on each project, which can be provided to the City upon request. This sophisticated software allows XEC to track and ensure each project stays within budget.
File management is essential to the success and accuracy of communication and interaction with each member of the team. XEC maintains standards and consistency for projects as they relates to file naming conventions, organization, and documentation. This also includes our CAD standards, which contain our drafting and layering standards, Civil 3D design standards, plotting standards, and quality control criteria.
XEC uses Newforma for email and data filing as well as for file transfers. With Newforma, all project correspondence is automatically saved within the project folder for easy access if ever requested of by the City.
XEC has developed a reputation as a boutique engineering firm, known for providing exceptional client service and experience in addition to the quality of work we deliver. This philosophy is taught and practiced throughout the company at every level. Each team member at the company is expected to treat their respective supervisor as their client. Managing Principal and President of the company Puneet Comar is available 24 hours a day for XEC clients and XEC staff. 7 X ENGINEERING & CONSULTING, INC. City Council 20 – 539 5/16/2023 d. Understanding of Need | STATEMENT OF QUALIFICATIONS | SECTION 1 Project Management Plan (PMP)
1. Goals
2. Design constraints
3. Schedule
4. Budget
5. Team
6. Stakeholders
7. Challenges
1. Define scope
2. Assemble team
3. Sequence events
4. Prepare schedule
5. Estimate cost
6. Present to City
1 Understanding 2
Planning
1. Host Kick-Off Meeting
2. Delegate responsibility
3. Define/Clarify deliverables
4. Obtain “buy-in” from team
5. Confirm schedule
6. Perform work 1. Final documents
7. Check in regularly
8. QA / QC
9. Project deliverable
2. Updated costing
3. Construction sequencing
4. Construction administration
3 Implementation 4 Deliverables
1. Project closeout / debrief
2. As-Built Plans
3. Maintenance review
4. Community input
5 Performance
The above Project Management Plan (PMP) details our step-by-step process at every phase of a project’s life cycle. Once we have understood how the project will be constructed and how its post-project condition will be experienced by the end user and contribute to the local community, we gain a better grasp of the City’s goals and objectives and tailor the below plan to the project. We ensure that these steps are kept on every project, for every client, by every team member as an XEC standard.
City Council 20 – 540 X ENGINEERING & CONSULTING, INC. 8 5/16/2023 SECTION 1 | STATEMENT OF QUALIFICATIONS | d. Understanding of Need Tasks Necessary for Completion
At X Engineering & Consulting, Inc., we work closely with our client to achieve client and project goals. We will work with City of Santa Ana’s Public Works Agency to establish relationships with relevant staff and provide project budget, schedule, and technical documents.
X Engineering’s approach and capabilities highlighted below have helped meet client needs and resulted in well-executed project delivery.
• Work with client and stakeholders to establish project goals • Project Management Plan
• Proactive project communication
• Develop project budget based on project goals
• Expert public improvement technical abilities
• Quality control procedure
• Prepare quantity estimate
• Milestone project delivery
Deliverables
XEC has valuable experience preparing plans, specifications, and estimates for various Cities, Counties, and related agencies which includes providing conformance with California Building Code, ADA, APWA Greenbook, AWWA, Orange County Flood Control District, and Santa Ana Regional Water Quality Control Board (WQMP) requirements.
XEC has experience preparing project specifications in Greenbook format as well as ASI specifications.
Our team prepares plans in AutoDesk Civil3D in accordance with our drafting standards and the City’s standards. We use the latest Civil3D techniques regarding grading features for sites and corridors, pipe networks for underground utilities, dynamic labels for accuracy, and a sheet set manager for plan set production.
XEC delivers clear and concise drainage and water quality reports for a wide variety of public and private projects. Hydrology and hydraulic calculations are prepared using Civil3D in which our team members have extensive experience as well.
We prepare project schedules in Microsoft
Project with project milestones, critical paths,
and task breakdowns. Our project managers
consistently provide the client and team
with an up-to-date project schedule, making
project communication a major priority.
Project managers also provide regular project
updates via email before they are requested.
All correspondence, including meeting
minutes, letters, emails, and reports are filed in
accordance with XEC’s document production
standards to help keep the project team
organized and informed.
9 X ENGINEERING & CONSULTING, INC. City Council 20 – 541 5/16/2023 d. Understanding of Need | STATEMENT OF QUALIFICATIONS | SECTION 1 Suggestions / Concerns
We have no suggestions or special concerns pertinent to this RFP that the City should be aware of at this time.
Assumptions / Exclusions
We have identified no assumptions and/or exclusions to be used in preparation of the scope of work and associated fee estimate pertinent to this RFP at this time.
Relevant Projects
The following eight (8) pages furnish our relevant projects completed in the last five (5) years, highlighting significant work with public agencies. Project information includes project description, project location, year completed, and client name and contact information.
City Council 20 – 542 X ENGINEERING & CONSULTING, INC. 10 5/16/2023 SECTION 1 | STATEMENT OF QUALIFICATIONS | d. Understanding of Need
REAL PROPERTY SERVICES
ANAHEIM, CALIFORNIA
X Engineering’s Director of Geomatics Gerald “Jerry” Anderson, LS, maintains a long and successful professional relationship with various Orange County public agencies. His keen knowledge of County standards and procedures, as well as existing relationships with the Department’s team members, equip the X Engineering Geomatics Team well to support the County’s ongoing public improvement projects.
Below, Mr. Anderson and team were responsible for contacting fringe customers within the SCE/City of Anaheim “Fringe Service” areas, preparing legal descriptions, easement deeds and plats. They obtained executed and notarized easement deeds prior to the conversion.
Contacted fringe customers within relevant “Fringe Service” areas and prepared legal descriptions, easement deeds, and plats as part of City’s Underground Conversion Program. Yellow boundary indicates project limits
REFERENCE
AGENCY
City of Anaheim Public Utilities Department
DATES OF SERVICE
June 2019 - June 2020
CONTACT
Cheryl Sanders | Real Property Analyst, City of Anaheim Public Utilities Department, 714.765.4159 11 X ENGINEERING & CONSULTING, INC. City Council 20 – 543 5/16/2023 d. Understanding of Need | STATEMENT OF QUALIFICATIONS | SECTION 1
RIGHT-OF-ENTRY ACCESS & EASEMENT DOCUMENTS
ANAHEIM, CALIFORNIA
Lincoln Ave
Via Montanera Summertree Rd
Cielo Vista
Summertree Rd
Eucalyptus Dr
Via Sabia
Via Sabia
Via Montanera
Mr. Anderson and team prepared legal description, plats and rights of entry for various properties in Anaheim in preparation for the City of Anaheim to construct the undergrounding of the existing overhead electrical facilities and install transformers and other pertinent equipment. Provided notary public services and solicited signed documents from affected homeowners.
REFERENCE
AGENCY DATES OF SERVICE CONTACT
City of Anaheim
Public Utilities Department
June 2019 - June 2020 Vinh Tran, PE | Electrical Systems Designer, City of Anaheim Public Utilities Department, 714.765.4273
City Council 20 – 544 X ENGINEERING & CONSULTING, INC. 12 5/16/2023 SECTION 1 | STATEMENT OF QUALIFICATIONS | d. Understanding of Need
ARCHIBALD AVENUE STREET IMPROVEMENTS
ONTARIO, CALIFORNIA
X Engineering prepared construction documents for 2500 linear feet last lane public street improvements for the west side of Archibald Avenue from Merrill Avenue to Eucalyptus Avenue. Beyond the curb, the design included sidewalk with curb ramps, parkways, two bus turn outs, a multipurpose trail, and a 24-foot neighborhood edge that connects to a residential development.
Enhanced concrete pavement was designed for curbs at intersections to support heavy truck traffic. X Engineering also provided management and coordination for the ultimate condition signal improvements at three intersections. Signing/striping and street light plans were prepared to complement physical improvements and support traffic movement.
Catch basins were also included within the improvement plans, which were designed to be constructed around existing storm drain stubs.
Parkway, sidewalk and multi-use trail looking northbound on Last lane improvements looking southbound on Archibald Avenue Archibald Avenue
REFERENCE
AGENCY
City of Ontario, Engineering Department
DATES OF SERVICE
January 2018 - June 2019
CONTACT
Jesus Placentia | Senior Associate Civil Engineer, City of Ontario, 909.395.1218 13 X ENGINEERING & CONSULTING, INC. City Council 20 – 545 5/16/2023 d. Understanding of Need | STATEMENT OF QUALIFICATIONS | SECTION 1
CHINO AVENUE WATER IMPROVEMENTS
ONTARIO, CALIFORNIA
X Engineering prepared construction documents for the design of approximately 2700 linear feet of an 18” domestic water line beneath a partially constructed roadway, Chino Avenue. The design included removal of an existing 16” domestic water line and replacement with an 18” line. Additionally, removal of a connection between the existing water line and a separate domestic water line within a different pressure zone was required. The project team coordinated closely with the Ontario Municipal Utility Company (OMUC) to ensure minimal water shut offs and to provide design solutions that would allow for future extension.
X Engineering prepared the design for two additional water lines within Chino Avenue which include a 12” domestic water line and an 8” recycled water line. An alternative alignment study was also prepared and will be presented to OMUC in an effort to find a feasible alignment for the two water lines. The preferred alignment will minimize and avoid impacts to existing physical structures, eliminate the need for excess right-of-way acquisition, and maintain compliance with the Division of Drinking Water requirements.
CHINO AVENUE A
2 Underground wet utilities cross section in Chino Avenue
REFERENCE
AGENCY
City of Ontario, Engineering Department - Ontario Municipal Utility Company
DATES OF SERVICE
June 2019 - June 2020
CONTACT
Jeff Krizek | Associate Engineer, Ontario Municipal Utility Company, 909.395.2697 City Council 20 – 546 X ENGINEERING & CONSULTING, INC. 14 5/16/2023 SECTION 1 | STATEMENT OF QUALIFICATIONS | d. Understanding of Need
HAVEN AVENUE STREET IMPROVEMENTS
ONTARIO, CALIFORNIA
X Engineering & Consulting, Inc. prepared construction documents for 1800 linear feet of partial public street improvements of Haven Avenue from Schafer Avenue to approximately 800’ north of Aspen Street in the City of Ontario. Approximately 1000’ of improvements included 72’ of street width improvements of the overall 124’ right-of-way. The remaining 800’ of improvements include a pavement transition which directs traffic back to the existing 22’ wide roadway. In addition to standard curb and pavement solutions, partial improvement design features included a 27’ parkway with a 5’ sidewalk, two bus turnouts, signal improvements, and two intersections.
Signing/striping and street light plans were prepared in support of the physical improvements and traffic movement, which were completed under the management of X Engineering.
View of Haven Avenue View of Haven Avenue
REFERENCE
AGENCY
City of Ontario, Engineering Department
DATES OF SERVICE
June 2019 - June 2020
CONTACT
Naiim Khoury | Project Manager - Associate Engineer, City of Ontario, 909.395.2145 15 X ENGINEERING & CONSULTING, INC. City Council 20 – 547 5/16/2023 d. Understanding of Need | STATEMENT OF QUALIFICATIONS | SECTION 1
MERRILL AVENUE STREET IMPROVEMENTS
ONTARIO, CALIFORNIA
X Engineering prepared construction documents for 1700 linear feet of full width, 128’ wide public street improvements from the Cucamonga Channel to Archibald Avenue in the City of Ontario, California. The improvements support a 432-lot residential development to the north and an approximately 50-acre industrial development to the south. Both the north and south side of Merrill Avenue required driveway design to provide appropriate infrastructure for the respective developments. In addition to standard curb pavement improvements, design features included a 12’ parkway with a 5’ sidewalk, an 8’ multi-use trail, a bus turnout, and an interim design at the Cucamonga Channel junction which allows for seamless connection to a future bridge expansion project.
Signing/striping and street light plans were prepared to complement physical improvements at the shared intersection of the residential and industrial developments. Traffic signal modifications at Archibald Avenue were also completed under the management of X Engineering.
Close coordination with the City of Ontario, multiple developers, engineering consultants, dry utility consultants and construction administrators was required for the preparation of design plans in order to successfully complete the Merrill Avenue public improvements. X Engineering ensured all city design standards were met.
Parkway, sidewalk and multi-use trail looking
westbound on Merrill Avenue
New signal improvements for Merrill Avenue and Charlotte Avenue looking northbound on Charlotte Avenue.
REFERENCE
AGENCY
City of Ontario, Engineering Department
DATES OF SERVICE
January 2018 - June 2019
CONTACT
Jesus Placentia | Senior Associate Civil Engineer, City of Ontario, 909.395.1218 City Council 20 – 548 X ENGINEERING & CONSULTING, INC. 16 5/16/2023 SECTION 1 | STATEMENT OF QUALIFICATIONS | d. Understanding of Need
ESCONDIDO BOULEVARD STREET IMPROVEMENTS
ESCONDIDO, CALIFORNIA
X Engineering provided construction documents for widening of a frontage road adjacent to Centre City Parkway in Escondido, CA. The scope of work included design of 700 feet of public storm drain system to connect existing median inlets to a regional storm drain system; X designed a storm drain that was considered the most efficient and least invasive to the relevant stakeholders.
Additionally, 600 linear feet of sidewalk improvements were required to be installed to strengthen the local transit network. Overhead electrical lines were also required to be undergrounded along the frontage as part of development activities.
Construction of improvements began in February 2022. X Engineering continues to provide construction and design support for the project on an ongoing basis.
ESCONDIDO BLVD A
2 Storm drain installation Snapshot of entire project site including frontage street Escondido Blvd
REFERENCE
AGENCY
City of Escondido, Engineering Department
DATES OF SERVICE
February 2021 - April 2022
CONTACT
Owen Tunnel | Assistant City Engineer, City of Escondido, 760.839.4651 17 X ENGINEERING & CONSULTING, INC. City Council 20 – 549 5/16/2023 d. Understanding of Need | STATEMENT OF QUALIFICATIONS | SECTION 1
LEON ROAD STREET IMPROVEMENTS
RIVERSIDE, CALIFORNIA
X Engineering & Consulting, Inc. prepared construction documents for approximately 2,800 linear feet of full width, 130.5’ wide public street improvements, along with approximately 4,400 linear partial with improvements to join to existing roadways, within the County of Riverside. This regional roadway system is a highly desired corridor by the county, which also includes an eighteen-foot wide median and a super elevated designs along the 1600’ radii curved alignment. In addition to standard curb pavement improvements, design features included up to 23.5 parkways with a 5’ sidewalk, a 12’ multiuse trail, and two bus turnouts.
Signing/striping and street light plans were prepared to complement physical improvements at the shared intersection of the residential developments.
Within the 2,800 linear feet of roadway improvements, X Engineering prepared the construction documents for the regional wet utility facilities to include a 7’wide x 4’ high reinforced concrete box carrying up to 265 cfs, an 18” domestic water line, an 8” sewer line, and a 6” sewer force main.
Local approving jurisdictions include Riverside County transportation Department, Riverside County Flood Control, and Eastern Municipal Water District.
This rendering NTS
REFERENCE
AGENCY
Riverside County Transportation Department
DATES OF SERVICE
June 2021 - present
CONTACT
Benjie Cho | Senior Civil Engineer, Riverside County, 951.955.6885 City Council 20 – 550 X ENGINEERING & CONSULTING, INC. 18 5/16/2023 SECTION 1 | STATEMENT OF QUALIFICATIONS | References
REFERENCES
The following three (3) public agency contacts have experience and rapport with X Engineering & Consulting.
We have provided similar work to them within the past five (5) years.
Vinh Tran, PE, Electrical Systems Designer
City of Anaheim Public Utilities Department
[email protected]
Benjie Cho, PE, QSD-P, ToR, Senior Civil Engineer/WQMP Manager Riverside County Transportation Department
[email protected]
Mike Bhatanawin, PE, Associate Engineer
City of Ontario
[email protected]
X Engineering & Consulting, Inc. is located just over
four (4) miles away from the City of Santa Ana Civic
Center. This proximity allows us to perpetuate our
company’s standard of efficient service and proactive
communication.
19 X ENGINEERING & CONSULTING, INC. City Council 20 – 551 5/16/2023 SCOPE OF SERVICES AND SCHEDULE | SECTION 2
SCOPE OF SERVICES
X Engineering & Consulting, Inc. (XEC) is experienced in and prepared to provide the City of Santa Ana with the following requested on-call engineering design services:
• Civil design
• Land surveying
• Hydraulic modeling of the water distribution, storm water, and sewer collection systems • Evaluations, studies and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations • Electrical and industrial control systems evaluations, studies, drawings, documentation and recommendations
• Mapping services
• Legal description preparations
• Grant-writing services
• Environmental/planning support
• Construction management support
• Pavement management
• Special engineering studies / reports / compliance and investigations • Regulatory compliance with federal and state local agencies • Financial / cash flow analysis - public works programs • Assessment and district formation services
• Sustainable infrastructure services
• Right-of-way studies
Upon entering into a contract for a specific scope of work, we model our schedule against our XEC standard Project Management Plan (PMP) seen in the previous section. As seen in the PMP, we prepare an initial project schedule at the Understanding phase and furnish it for the City to review. Utilizing Microsoft Project and holding weekly workload meetings to allocate staff adequately allows us to consistently keep our projects on schedule. Should any deviations from schedule arise as a result of any design changes or project impacts, the City shall be notified immediately. In the event that a project schedule is delayed, XEC utilizes additional staffing and resources, including nights and weekends when needed, to restore the project’s timeline.
City Council 20 – 552 X ENGINEERING & CONSULTING, INC. 20 5/16/2023 CERTIFICATIONS | SECTION 4
CERTIFICATIONS
Per RFP requirements, we have enclosed wet signed required certifications after this page.
City Council 20 – 553 X ENGINEERING & CONSULTING, INC. 22 5/16/2023 City Council 20 – 554 5/16/2023
X Engineering &
Puneet Comar, PE, QSD
Principal
March 14, 2023
City Council 20 – 555 5/16/2023
City Council 20 – 556 5/16/2023
Puneet Comar, PE, QSD
Principal
X Engineering & Consulting, Inc.
March 14, 2023
City Council 20 – 557 5/16/2023
6 Hutton Centre Drive, Suite 650, Santa Ana, CA 92707
949.522.7100 | xengineeringinc.com
City Council 20 – 558 5/16/2023
EXHIBIT C
COMPENSATION
Consultant’s Fee Proposal including hourly rates if applicable City Council 20 – 559 5/16/2023
FEE PROPOSAL
RFP #23-030
CITY OF SANTA ANA
MARCH 14, 2023
City Council 20 – 560 5/16/2023
BILLING RATE TABLE 2023
X ENGINEERING & CONSULTING, INC.
Engineering Hourly Rate
Principal $235
$210
$195
$186
$168
$146
$128
$115
Senior Project Manager / Senior Engineering Manager / Survey Manager Project Manager / Storm Water Manager / Engineering Manager Project Engineer / Senior Engineer
Senior Designer / Chief of Parties
Designer / Staff Engineer / GIS Technician
CAD / Associate Engineer / Graphic Design
Project Administration
One-Person Survey Crew $215
$315
$385
Two-Person Survey Crew
Three-Person Survey Crew
*Rates are subject to change without notification , but in no event shall exceed 3% annually.
City Council 20 – 561 5/16/2023
EXHIBIT 11
CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND
KLEINFELDER, INC. FOR ON-CALL ENGINEERING SERVICES
THIS AGREEMENT is made and entered into on this 16th day of May, 2023 by and between Kleinfelder, Inc. (“Consultant”), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (“City”).
RECITALS
A.
B.
C.
On February 21, 2023 the City issued a Request for Proposal No. 23-030, by which it desired to retain a Consultant having special skill and knowledge in the field of:
Professional Engineering 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 the RFP No. 23-030.
In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-030, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in “Scope of Services - Exhibit A”, attached hereto and incorporated by reference, and as further described in Consultant’s Proposal, attached hereto an incorporated herein by this reference as “Consultant’s Proposal - 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 Consultant’s Fee Proposal, which is attached hereto and fully incorporated herein by this reference as “Compensation - Exhibit C”. Consultant is one of fifteen (15) separate consultants selected to provide services on an on-call basis under RFP 23-030. The total compensation for services provided by all consultants selected under RFP 23-030 shall not exceed the shared aggregate amount of $5,000,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below.
b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. Notwithstanding any contrary terms contained within Consultant’s Fee Proposal, Consultant’s fees shall not exceed 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws.
3. TERM
This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to a one, two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.
6. INSURANCE
Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the Consultant, its agents, representatives, employees or subcontractors.
a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that 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 $2,000,000 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 $2,000,000 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 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. d. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions:
(i) 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 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, 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 City, its officers, officials, employees, and volunteers. Any insurance or selfinsurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.
(iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
(v) Self-Insured Retentions. Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.
(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 City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims-made basis:
• The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
• Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
• 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.
(viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix)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.
(x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
7. 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.
8. 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.
9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement.
10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. “Confidential Information” shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City.
11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct
or indirect, which would conflict in any manner with performance of services specified under this Agreement.
12. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.
13. 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.
14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City’s ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City.
15. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.
16. 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.
17. 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.
18. 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.
19. 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
Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Nabil Saba
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-xx)
P.O. Box 1988
Santa Ana, California 92702
Fax:
To Consultant:
Dany Hanna
Project Manager & Principal Agent
Kleinfelder, Inc.
24411 Ridge Route Drive, Suite 225
Laguna Hills, CA 92653
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.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney’s fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.
[signatures on following page]
SIGNATURE PAGE FOR CONSULTANT AGREEMENT BETWEEN CITY OF SANTA ANA AND KLEINFELDER, INC. FOR ON-CALL ENGINEERING SERVICES 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:
DANY HANNA
Assistant City Attorney Project Manager & Principal Agent RECOMMENDED FOR APPROVAL:
NABIL SABA
Executive Director
Public Works Agency
EXHIBIT A
SCOPE OF SERVICES
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EXHIBIT B
CONSULTANT’S PROPOSAL
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Proposal prepared for:
CITY OF SANTA ANA
Public Works Agency
20 Civil Center Plaza, M-36, Santa Ana, CA 92701
On-Call Engineering Services
Request for Proposal
RFP No.: 23-030
March 14, 2023 24411 Ridge Route Drive, Suite 225
Laguna Hills, CA 92653
ORIGINAL www.Kleinfelder.com
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March 14, 2023
City of Santa Ana
Attn.: Sean Thomas
Public Works Agency; M-36
20 Civil Center Plaza; Ross Annex
Santa Ana, CA 92710
SUBJECT: Proposal for On-Call Professional Engineering Services RFP No. 23-030 Kleinfelder recognizes the importance of the City of Santa Ana’s (City) role as the provider of infrastructure design and rehabilitation services to the City’s more than 310,000 residents. Kleinfelder welcomes the opportunity to partner with the City to optimize and deliver its critical infrastructure. For this contract, we have assembled an exemplary team of our best engineers, environmental specialists, and construction support staff to provide the required general engineering services.
As you review the enclosed qualifications, please note the following attributes of our team:
Experienced Personnel – Our team has a successful history of delivering a similar scope of services for various municipal clients including the Orange County Sanitation District and Public Works; the cities of Long Beach, Los Angeles, and San Diego; Los Angeles County, Carlsbad Municipal Water District, and the City of Ontario/Ontario Municipal Utilities Company to name a few.
Turn-Key Expertise – Kleinfelder provides complete solutions from concept through construction.
We have completed thousands of general engineering infrastructure projects including pavement/roadway improvements; neighborhood traffic improvements; landscape and irrigation; parks and recreation design; water and sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; grant application development; environmental and planning; mapping and legal description development; construction management and more.
Availability/Locality – We have over 900 employees in 27 offices throughout California, including an office in Laguna Hills located within 15 miles of City headquarters. This contract will be our priority and all key personnel will be made available to support task orders under this contract.
Our depth or resources will help deliver projects on-time and within budget.
Knowledge of Local Standards and Regulations – Kleinfelder supports various City contracts and has provided engineering services in Southern California for decades. Over 90 percent of Kleinfelder’s regional contracts are for public works agencies. Our team of professionals are familiar with regulatory requirements potentially impacting project approval and execution.
National Experts – In addition to our strong local presence, Kleinfelder’s nationwide technical experts can provide specialized expertise and a wide array of independent technical reviewers to ensure quality designs for all project deliverables.
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These are just a few of the many benefits of selecting the Kleinfelder Team, dedicated to serving as an extension of City staff and successfully executing all tasks on-time and within budget, with no surprises.
We appreciate the opportunity to submit our qualifications and fee schedule and look forward to your favorable consideration. If you have any questions or would like to further discuss how we can support your projects, please contact the undersigned.
RFP Required Statements:
The undersigned is authorized to make legally binding commitments for Kleinfelder. We acknowledge receipt of all Q&A and Addendum No. 1, dated February 24, 2023. Kleinfelder possesses a City of Santa Ana business license. Kleinfelder is prepared to submit evidence of financial capacity, if requested.
Respectfully submitted,
KLEINFELDER, INC.
Dany Hanna, PE
Project Manager / Principal Agent
24411 Ridge Route Drive, Suite 225
Laguna Hills, CA 92653
Office: 949-727-4466
Cell: 909-376-6128
Email: [email protected]
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Kleinfelder is prepared to execute the City’s contract.
The City is a 27-square mile community serving a total
population of more than 310,000. As the second largest city in Orange County, Santa Ana serves as the County seat.
Kleinfelder recognizes the City requires reliable, experienced consulting firms to serve as a trusted extension of staff. The Kleinfelder team will work to optimize and deliver existing infrastructure requirements such as water, sewer and storm drain rehabilitation and improvements; sidewalks, bike paths, curb and gutter replacement; pavement/roadway
improvements; neighborhood traffic improvements; landscape and irrigation; parks and recreation design; grant application development; environmental and planning; mapping and legal description development, construction management and
more. Kleinfelder will proactively support the City and residents to provide the necessary services.
Founded in California in 1961, Kleinfelder is a leading engineering, design, construction management, materials inspection and testing, and environmental consulting
corporation. Kleinfelder employs over 3,000 professionals and operates from 105 offices throughout the United States, Canada, and Australia. Kleinfelder is headquartered in San Diego, with 27 offices across the state of California, including an office in Laguna Hills, within 15 miles from City Hall.
Kleinfelder has a strong record of success providing superior client service and quality engineering for all types of projects from civil transportation engineering to water, sewer, storm drain, streets, and Americans with Disabilities Act (ADA) compliance. In addition to planning, design, and construction management projects, our team developed innovative inspection and assessment procedures for reservoirs and pipelines, performed assessment of large diameter pipelines, and recently designed several pump station replacement and renewal projects.
In Southern California, Kleinfelder provides as-needed engineering services for several municipal clients, including the Ontario Municipal Utilities Company, Irvine Ranch Water District, Carlsbad Municipal Water District, Cities of Oceanside, Long Beach, San Diego, Los Angeles, Counties of Orange, Los Angeles, San Diego, and others. Through our as-needed design contracts, Kleinfelder has developed a proven track record of delivering high-quality projects on time and under budget as exemplified by our 2020 American Council of Engineering Companies (ACES) Award Winning Naval Base Coronado Coastal Campus Sewer Force Main Project. This project was designed, permitted, bid, and constructed within 18 months of notice to proceed to meet the City of Coronado and the US Navy requirements.
The City can be assured the Kleinfelder team, led by Project Manager / Principal Agent, Dany Hanna, PE, will provide cost-effective, operation and maintenance-friendly design solutions in consideration of life cycle costs with efficient resource allocation. Mr. Hanna has a successful history of overseeing large public agency contracts and on-calls with numerous task orders occurring simultaneously. He understands the need for continuous communication to exceed your expectations and a sense of urgency to provide qualified and committed individuals for successful completion of the work on time and within budget. Mr. Hanna’s experience will provide a host of integrated asset management, maintainability, and constructability insights to the contract.
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As you review our qualifications, please note our unique combination of features that will provide the City with expert services for the scope of work outlined in the Request for Proposal (RFP).
Kleinfelder has been supporting City of Santa Ana projects since 2020 under our materials testing and inspection contract. Our team has reviewed the City’s Fiscal Year 2022-23 Capital Improvement Program (CIP) and understands approximately $45M is allocated for projects in four categories including city and park facilities, streets, traffic, and utility/drainage/lighting.
The City desires to enhance several programs and projects including youth services, libraries, parks, streets and sidewalks, public safety, water and sewer upgrades, and business corridor improvements.
The Kleinfelder Team’s expertise, as shown herein, make us the right partner to support the City with these projects.
Kleinfelder has developed a proven approach to deliver high-quality engineering consultant and design services through several on-call engineering contracts for municipal clients across California.
Under these on-call contracts, we have completed multiple, concurrent projects consistently delivering on time and under budget.
Our organizational approach to managing our team contains four key elements: Planning, Execution, Monitoring, and Management. The Kleinfelder method allows us to deliver resources to meet the City’s expectations and avoid surprises, ensuring task turnaround is on time and complete within the authorized budget by eliminating foreseeable delays and budget overruns. Kleinfelder’s Project Management Team is committed to the following elements of our approach:
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Kleinfelder has assembled a team with expertise and experience in design, constructability assessment, retrofit, and operational requirements for various types of City capital improvement infrastructure projects including infrastructure needs such as water and sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; residential street slurry seal; asphalt concrete and/or PCC streets repair and overlay; neighborhood traffic improvements; landscape and irrigation; parks and recreation design; grant application development; environmental and planning; mapping and legal description development, construction management and more.
Our project management team is led by Project Manager / Principal Agent, Dany Hanna, who has more than 22 years of experience as project manager for several agency on-call contracts, including the City of Santa Ana and Orange County Public Works. He is supported by task order managers, quality managers, independent technical reviewers, and project staff. The leadership team presented herein is supported by exceptional task leads from our Southern California local offices along with subconsultants with proven capabilities and long-term relationships with Kleinfelder.
Our team is well suited to successfully execute the City’s scope of work. The team will provide the City with proven technically proficient experts who will consistently deliver high-quality projects within the established schedule and budget. The organization chart (Figure 1) identifies lines of communication and the proposed team roles and responsibilities. The following pages include brief biographies of key personnel and team leadership. We have included resumes in an attachment.
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Figure 1
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Dany Hanna, PE – Project Manager / Principal Agent | (100% Available) Mr. Hanna has 22 years of experience
serving as Project Manager, Program
Education
MBA, Business
Manager, Principal-in-Charge, and Contract
Manager for multiple agency contracts,
including the City of Santa Ana, Port and City
Administration, University
of La Verne, La Verne,
California
of Long Beach, Ontario Municipal Utilities
Company, Eastern Municipal Water District,
Counties of Los Angeles and Orange, the
MS, Civil Engineering,
University of Nevada,
Reno
Orange County Sanitation Districts, City of BS, Civil Engineering, Notre Dame University -
Louaize, Lebanon
Ontario and Ontario Municipal Utilities Company, and various Southern California agencies. He has a successful history of managing large public agency contracts and on-calls with numerous task orders occurring simultaneously. He understands the need for continuous communication with the client to exceed the client’s needs, and sense of urgency to provide qualified and committed individuals to successfully complete the work on time and within budget. At California State University Long Beach, he taught civil engineering students for 7 years.
Licenses
Professional Engineer -
Civil, No. 70996, CA
As-Needed Professional Engineering Design Services, Ontario Municipal Utilities Company, CA. Principal-in-charge providing oversight for this five-year, as-needed engineering design contract for water and wastewater projects with the Ontario Municipal Utilities Company.
Various On-Calls for Structural, Bridge Engineering, Civil, Geotechnical, and Materials Testing and Inspection Services, City of Long Beach, CA. Program manager overseeing various on-calls that has included 100+ task orders to date with the City of Long Beach.
Various As-Needed for Engineering Design, Structural, Hydrogeological, Geotechnical, and Materials Testing and Inspection Contracts, Eastern Municipal Water District, CA. Program Manager responsible for overseeing various on-call contracts with the Eastern Municipal Water District that has included 50+ task orders to date.
Simon Wong, PE, SE – Quality Assurance / Quality Control, Structural Lead | (100% Available) Mr. Wong has n years of experience Education
in structural engineering with a structural
design background encompassing various
disciplines including the design of tertiary
water treatment facilities and water bearing
structures including pump stations, water
and wastewater facilities, reservoirs, and
seismic design. He is currently a voting
member of the AWWA D-110 Wire- and
Strand-Wound, Circular, Prestressed Concrete Water Tanks Committee.
MS, Structural Engineering,
University of Nevada,
Reno, NV
BS, Civil Engineering,
University of Nevada,
Reno, NV
Licenses
Professional Engineer –
Civil, No. 37416, CA
Structural Engineer,
No. 2906, CA
As-Needed Professional Engineering Services Contract, San Diego County Water Authority, CA. Project Manager for Kleinfelder’s three-year as-needed engineering contract that included structural engineering services related to design of San Vicente Dam Marina facilities, Miramar Pump Station condition assessment, and San Vicente Dam Raise-Concrete Conveyor collapse investigation.
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Don Bloodworth, PE, PLS, QSD – Quality Assurance / Quality Control, Civil Design/Storm Drain Lead | (100% Available)
Mr. Don Bloodworth, Civil-Transportation
Group Leader and Senior Project Manager,
possesses more than 30 years of
transportation infrastructure design and
construction project experience. His expert
leadership extends through both large-and
small-scale engineering projects from design
concept through construction. A seasoned
project manager, he is adept with the
Education
BS, Civil Engineering, San
Diego State University,
CA
Licenses
Professional Engineer –
Civil, No. 60954, CA
Professional Land
coordination of staff, schedule, budget, Surveyor, No. 8250, CA resources, contracts, and subconsultants. Well-informed regarding standards and specifications, he frequently develops engineering technical documents such as project study reports, project reports, preliminary engineering reports, specifications and cost estimates, and final engineering documents in accordance with client and agency requirements including SANDAG, Caltrans, FHWA and FRA.
He has managed a variety of civil design, construction, and transportation related projects since the late 1990’s.
Qualified Stormwater
Developer, No. 24096,
CA
As-Needed Civil Engineering Consultant Services, City of San Diego, CA. Quality control for $5M Civil Engineering as-needed consultant services to support the City’s roadway, site design, stormwater design, ADA compliance, and LID (Low Impact Development) related projects.
Palm Avenue & I-805 PA/ED, City of San Diego, CA. Served as Project Manager/Engineer-ofRecord for the preparation of a Caltrans-style Project Report and Initial Study/Environmental Assessment environmental clearance for the Palm Avenue/I-805 Interchange Improvements and bridge widening.
Nick Fontaine, PE, DBIA – Task Order Manager | (90% Available) Mr. Fontaine possesses nearly 20 years of
experience serving as Contract, Program
and Project Manager for several agencies
on-call contracts, including the City of San
Diego. As a contract manager, he
Education
BS, Civil Engineering,
University of
Massachusetts, Amherst,
MA
negotiates, oversees the development of
task order scope, schedule, and budget,
maintains continuous contract status
Licenses
Professional Engineer –
Civil, No. 90700, CA
Designated Design-Build
Professional, No. D-3544
communications, and assigns resources. He
understands the nature of on-call contracts and has the ability to support several task orders simultaneously while delivering with a sense of urgency.
His industry experience includes water project planning, design, construction, and maintenance of municipal facilities and infrastructure, including wastewater, clean water, renewable energy, and resource recovery. His technical knowledge is extensive and extends from biogas to energy systems, advanced anaerobic digestion, biosolids management, municipal solid waste resource recovery facilities, hydraulic modeling, and renewable energy project development.
As-Needed Engineering Consultant Services, City of San Diego Public Utilities Department, CA. Project Manager for $10M as-needed consultant services to support the City’s water/wastewater projects related to conveyance, asset management, solar electricity generation, and arc-flash safety.
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Jason Brown, PE – Task Order Manager, Civil Design/Storm Drain Lead | (100% Available) Mr. Brown possesses nearly 15 years of Education
experience in Civil Engineering and 10 years BS, Civil Engineering, of lead project engineer and task order
management on on-call contracts including
the City of San Diego. Serving as the civil
California Polytechnic
State University, San Luis
Obispo
lead on multiple task orders he has
successfully delivered projects through the
entire project life cycle, from scope
development into design and through
MS, Civil Engineering
Ohio University, Athens
Licenses
Professional Engineer (PE)
– Civil, No. 86395, CA
Envision Sustainability
Professional
construction support. As civil engineering lead he has designed and managed the design of projects which included full site design, mass grading, spot grading, roadway improvement and development, stormwater conveyance and best management practices,
hydrology and hydraulic studies, Inundation studies, Low impact development (LID), ADA compliance, and pavement engineering and rehabilitation. Mr. Brown is also recognized in Kleinfelder as a trenchless technology subject matter expert. He has successfully designed hundreds of trenchless pipeline installations via various trenchless methods including but not limited to Jack & Bore, Horizontal Directional Drilling (HDD), pipe ram, and micro tunneling. His experience is applicable to multiple public utility applications including water, sewer, gas, electric and fiber optic and ranges in pipeline installation sizes from 2-in to 76-in pipes.
As-Needed Engineering Consultant Services, City of San Diego Public Works Department, CA. Project Engineer for $5M Civil Engineering as-needed consultant services to support the City’s roadway, site design, stormwater design, ADA compliance, and LID (Low Impact Development) related projects.
County of San Diego On-Call, Various Task Orders CA. Lead Project Engineer on multiple task orders including the Jamacha Boulevard intersection improvement, Rios Canyon Sidewalk Improvement, and the Lakeside Equestrian design which included two roping areas and related facilities, public utilities, mass grading, ADA compliance, and stormwater conveyance and treatment.
Kathy Haynes, PE – Task Order Manager, Water Infrastructure Lead | (85% Available) Ms. Haynes is a proven leader with 32 years Education
of experience and expertise in managing
large complex water infrastructure projects.
Her experience includes planning, designing,
assessing, and constructing pipeline and
pump station projects throughout Southern
California. She has been responsible for
designing and managing hundreds of miles
of pipeline ranging from 6 to 108 inches in
diameter.
BS, Civil Engineering, San
Diego State University,
CA
Licenses
Professional Engineer (PE)
– Civil, No. 51548, CA
She frequently serves as project engineer/project manager while supporting California Environmental Quality Act (CEQA) services during design, assessment, and/or relocation of a wide variety of utilities, including sewer, water, and recycled water pipelines. Over her 32-year career, Ms. Haynes has designed more than 50 pipeline projects and managed and designed 250 miles of pipeline. She is a strong leader with outstanding communication skills, and a proven track record for delivering quality projects on-schedule and on-budget.
Remaining Cast Iron Pipe Replacement, City of San Diego, San Diego, CA. Project manager for replacement program to remove aging cast iron pipe water mains that remain in the City of San Diego system. Designed the replacement of the cast iron mains located in four Caltrans bridges, one freeway undercrossing, two trolley crossings, and two City bridges.
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Bryan Webb, PE – Task Order Manager, Water Infrastructure Lead | (90% Available) Mr. Webb has 10 years of experience serving Education
as project manager, task order manager, and BS, Civil Engineering, lead designer for a wide range of municipal
infrastructure projects including potable,
Wentworth Institute of
Technology, MA
recycled, waste, and stormwater. He has
designed water, recycled water, wastewater
pipelines, pump stations, and treatment
facilities and specializes in pipeline condition
assessment, rehabilitation, and replacement.
While serving as project engineer, Mr. Webb
Licenses
Professional Engineer –
Civil, No. 028397, NV
Professional Engineer, Civil,
No. C94278, CA
NASSCO Certified
PACP/MACP/LACP No.
U-0819-70307090
developed the City of San Diego Water Master Plan Report. His numerous utility pipelines and utility rehabilitation design projects include the City of Pittsfield’s $50M wastewater treatment upgrade, a $15M raw water pump station (100 MGD) condition assessment, the City of San Diego’s Pure Water Program rehabilitation design, a $7M sewer expansion project for the Town of Kittery, a $10M sewer rehabilitation project for the Town of Swampscott, and a fast track $5M sewer force main project for the City of Coronado.
Trunk Sewer Condition Assessment Program City of San Diego, CA. Project manager overseeing the condition assessment of approximately 23,000 LF of large diameter trunk sewer across the City of San Diego. The sewer mains ranged between 16-in to 108-in in diameter. Work including coordination of permits, traffic control, inspection team, and analysis of the inspection data to provide rehabilitation recommendations to address level 4 and 5 deficiencies in accordance with NASSCO and PACP standards.
Miramar Reservoir Pump Station Intake Condition Assessment, City of San Diego, CA. Project engineer for the internal electromagnetic (EM), sound navigation and ranging (SONAR), and closedcircuit television (CCTV) inspections of the 48-inch reinforced concrete cylinder pipe (RCCP) MRPS suction pipeline and the 48-inch cement mortar lined and coated (CML&C) discharge pipeline. The goal of this condition assessment was to confirm the integrity of the pipeline including the steel cylinder, radial reinforcing members, and the general condition of the pipe interior lining. The inspection covered a cumulative distance of approximately 617 (LF) and spanned 39 pipe segments.
Sava Nedic, PE – Sewer Infrastructure Lead | (90% Available) Mr. Nedic has 41 years of experience in
planning, design, project management,
Education
BS, Civil Engineering,
University of Belgrade
MS, Civil Engineering,
University of Illinois
construction, and commissioning of water
reuse, water, and wastewater projects. He
has planned, designed, and managed many
complex water supply systems, including
pipelines, pump stations, reservoirs, dams,
storage tanks, and water treatment plants.
He has expertise in designing conventional
and advanced wastewater treatment
Licenses
Professional Engineer (PE)
- Civil, No. C53499, CA
facilities, such as preliminary, primary, activated sludge, nitrogen, and phosphorus removal and membrane bioreactor and biosolids processes.
On-site Sodium Hypochlorite Generation Upgrades, Ontario Municipal Utilities Company (OMUC), Ontario, CA. Project Manager for the $1.1 M on-site sodium hypochlorite generation system upgrades, which included five potable well sites across the City. Led the multidisciplinary design team and worked closely with OMUC staff to see that all design components met the access and maintenance requirements for water operational staff.
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Michael Sanders, PE – Hydraulic Modeling and Water Distribution Lead | (80% Available) Mr. Sanders has 14 years of experience in
hydraulic modeling of water, stormwater and
sanitary systems. He is an advanced user of
many hydraulic modeling software packages
including InfoWater, WaterGEMS,
SewerGEMS, MIKE Urban, Synergi and
PCSWMM. He has conducted hydraulic
analyses and made recommendations for
Education
BS, Civil Engineering,
Northeastern University,
MA
Licenses
Professional Engineer -
Civil, No. 51816, MA
Professional Engineer -
Civil, No. 0059337, CO
Professional Engineer -
Civil, No. 142270, TX
water, sewer and drain system improvements
based on simulation results, site reconnaissance, surface, and subsurface investigations. He conducts internal and external training sessions on the topic of water system hydraulic modeling He volunteers as the professional mentor for the Northeastern University student chapter of Engineers Without Borders where he has overseen design and construction of new water distribution systems in Honduras, Uganda and Panama. He was awarded the 2020 Accomplished Mentor award by Engineers Without Borders USA.
Water System Model Development and Flushing Model Support, Town of Yarmouth, MA. Lead engineer for development and calibration of a system-wide water distribution system hydraulic model. Conducted 18 flow tests for fire flow and Hazen-Williams C-factor calibration. Analyzed tank level, pump flow and production information to calibrate the model for extended period conditions.
Results of the model showed areas of low available fire flow, high water age, and high head loss.
Shoreline Water System Model, CT Water Company, CT. Lead engineer for development and calibration of a system-wide water distribution system hydraulic model for the towns of Essex, Old Saybrook, Westbrook, Clinton, Madison and Guilford, Connecticut. Conducted 33 flow tests for fire flow and Hazen-Williams C-factor calibration.
Robert Kovacs, PG, CHg, CEG – Well Design Lead | (90% Available) Mr. Kovacs has 25 years of experience in
project management of water resources and
hydrogeologic projects including oversight of
comprehensive soil, soil vapor and
Education
BS, Geology, California
State University,
Fullerton, CA
groundwater characterization programs;
municipal well installation programs; quarterly
monitoring programs; and remedial
investigations and activities. His wideranging multi-disciplined experience includes development, implementation and
Licenses
Professional Geologist –
CA, No. 7708
Certified Hydrogeologist –
CA, No. 852
Certified Engineering
management of geological, hydrogeological and geotechnical Geologist – CA, No. 2548 investigation programs, preparation of environmental assessment reports and work plans for groundwater, soil, soil vapor, ambient air and waste investigations, remediation projects and geotechnical assessment reports.
Long Beach Water District, Production Well Siting Study, Long Beach, CA. Senior Hydrogeologist responsible for review and evaluation of municipal groundwater well operation records, production rate, and produced groundwater quality data provided by LBWD. Based on the data review, wells suitable for mechanical and chemical redevelopment were identified to improve and/or restore well production capacity. Led development of well rehabilitation specifications for select production wells to restore or improve production capacity.
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Eric Noel, PE, GE – Geotechnical Lead | (90% Available) Mr. Noel has 31 years of experience in Education
performing and managing environmental and BS, Civil Engineering, geotechnical field investigations. His
geotechnical engineering experience
includes pipelines, bridges, large industrial
California State
Polytechnic Univ.,
Pomona, CA
complexes, commercial and residential
developments, deep excavation, parking
structures, pavements, storage tanks, slope
stability and liquefaction studies.
MS, Geotechnical
Engineering, California
State Univ., Long Beach,
CA
Geotechnical investigations performed by Mr. Licenses Noel include analyses of shallow and deep foundations, compressible and expansive soils, surcharge fills, slope stability studies, deep excavations and shoring, and liquefaction potential. He has managed geotechnical investigations coordinated with environmental studies, and has performed environmental site investigation and underground storage tank removals.
Professional Engineer –
Civil, No. 53513, CA
Geotechnical Engineering
No. 2548, CA
Mr. Noel's responsibilities include project management, preparation of proposals, coordination of field and laboratory work, engineering analyses and report preparation for investigations for various types of projects. In addition, Mr. Noel has supervised field staff for geotechnical observation and testing projects, environmental sampling projects and materials special inspection projects.
On-Call Engineering Services for Geotechnical and Materials Testing, County of Riverside Transportation Department, Riverside, CA. Program Manager for on-call contract. Projects performed for this contract have consisted of grade separation construction, pavement investigations, liquefaction studies, geotechnical investigations, laboratory testing, and construction observation and testing services.
Matthew Hawkeye, PhD, P. Eng – Instrumentation & Controls Lead | (80% Available) Dr. Hawkeye is an active technical and
supervising electrical engineer with strong
experience collaborating with clients in
various markets (e.g. emerging technologies,
energy, water/wastewater, manufacturing,
petrochemical). Together with the client and
Education
Bachelors, Engineering,
University of Alberta,
Alberta Canada
PhD, Electrical Engineering,
University of Alberta,
Alberta Canada his team of professionals and designers, he confidently develops electrical and
Licenses
Professional Engineer,
No. 70482, AB
Professional Engineer,
No. 42346, MB
Professional Engineer,
No. 71405, SK
automation solutions tailored appropriately for
the given technical challenge. Dr. Hawkeye’s
experience includes front-end engineering, detailed design and development of construction specifications and plans, and construction and start-up support. He would liaise in the areas of electrical design for power distribution, control, instrumentation systems, and other electrical equipment.
Water Reclamation Facility Pump Station – Electrical, Instrumentation, and Controls Design, City of San Diego, CA. As Lead Electrical Engineer, Dr. Hawkeye led the electrical design for the project, preparing detailed construction plans for demolition, wiring system design, PLC integration, and network tie-ins. The Client’s existing pump station needed to be replaced to accommodate increased water flow demand. This required replacing existing electrical & controls infrastructure, including pump motors, conduit ductbank, instrumentation, as well as the installation of a custom pump control system and fiber optic link to remote SCADA.
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Jennifer (Jen) Vicich, PWS – Environmental Lead | (80% Available) Ms. Vicich is a wetland scientist and project
manager with over 20 years of experience
that includes Section 401/404 permitting
under the Clean Water Act and preparation
of NEPA documents for transportation
Education
BS, Natural Resources
Management and Policy,
North Carolina State
University, Raleigh, NC
projects. She is skilled at identifying studies
and agency coordination required under the
NEPA process for transportation projects and
can successfully manage staff and
Licenses
Professional Wetland
Scientist, No. 1654
subcontractors to complete these tasks
Her expertise includes wetland delineations, site investigations, tree inventories, habitat assessments and construction monitoring. Ms. Vicich is also skilled at coordinating with various federal, state and local agencies to resolve project issues.
Jalama Road Bridge Replacement Project, Santa Barbara County Department of Public Works, Santa Barbara County, CA. As biological monitor on site per the Streambed Alteration Agreement requirements, maintained daily monitoring logs, provided weekly status reports of the project activities, relocated common wildlife species and western pond turtles, conducted searches for special-status species within the project site, and prepared the final monitoring compliance report.
Matthew C. Steiner, PE, LEED AP BD+C – MEP Lead | (90% Available) Mr. Steiner’s varied, and comprehensive
project experience includes mechanical,
electrical, and plumbing design for small and
large projects and from simple to complex.
Education
BA, Psychology, Westland
Maryland College,
Westminster, MD
Mr. Steiner’s broad technical experience
includes medium voltage power distribution
design, computer room generator/UPS
selection, photometric calculations using AGI
software, fault coordination and arc flash
Licenses
Professional Engineer,
No. 45534, MD
studies, SCIF design, construction cost estimating and electrical system commissioning. Mr. Steiner is proactive in developing project work plans in consideration of all stakeholders and minimizing service downtimes.
City of Frederick Department of Public Works, Generator and Switchboard Installation, Frederick, MD. Project Manager for the installation of a generator and switchboard. The project involved integrating a new natural gas fired outdoor generator, automatic transfer switch, and replacement 2000A switchboard into an existing, operational, multi-building facility.
The following subconsultants will supplement Kleinfelder services. These firms will provide the City with access to a team with all required design services as requested in the RFP and any services that may emerge during the variety of potential design projects. Kleinfelder staff have worked with each of these firms to successfully deliver similar projects and tasks for on-call contracts. The Kleinfelder team will add meaningful value and resources to the City to address all necessary improvements.
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The City will benefit from several specialty, industry-recognized firms like CASC, David Volz Design, and Elements Architecture. Below are firm profiles for the subconsultants.
Kleinfelder understands the City is seeking a qualified firm to provide engineering services on an asneeded basis to support existing and future waterandsewerinfrastructuredesignandrehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, traffic signal modifications; landscaping and irrigation systems; park and recreational design, grant application writing, and other related projects as required. On occasion, environmental and planning support services may also be requested. It is also understood that the City may also need consultantservicesformappingandlegaldescription preparation, construction management, staking and inspection, geotechnical, electrical, mechanical, structural, and other specific infrastructure related services.
As project requirements are established, the City will authorize individual task orders. In general, work consists of general engineering design projects that falls within four broad categories as indicated in the City’s CIP and outlined below:
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Streets – Street Improvements include projects designed to improve pavement conditions, sidewalks, and alleys.
Traffic – Traffic Improvements are designed to evaluate and decrease traffic collisions and congestion, identify and map safe routes to schools, and provide walkable and bikeable streets.
Utility/Drainage/Lighting – Utility, drainage and lighting improvements ensure projects support the continued delivery of water and sanitary sewer services to the City’s customers, addresses the aging storm drain system, and reduces stormwater runoff.
City & Park Facilities – The City is responsible for identifying deferred maintenance and capital projects to support City facilities such as City Hall, Ross Annex, forty-seven parks, six joint-use facility sites, thirteen community centers, two tennis centers, five municipal swimming pools, bicycle & recreational trails, and the Santa Ana Zoo.
Based on a review of the City’s CIP, the majority of the funding over the next seven years is allocated within the streets and utility/drainage/lighting categories within the following three improvement plans:
Road Maintenance & Rehab Capital Improvement Plan (FY24-FY29) - $42,000,000 Sewer Enterprise Capital Improvement Plan (FY24-FY30) - $39,367,965 Water Enterprise Capital Improvement Plan (FY24-FY30) - $31,933,125 As a full-service engineering firm, Kleinfelder has the in-house expertise to address each of the City’s scope of services. We have supplemented our team with subconsultant firms providing a cohesive team offering continuity between contracts which will bring value to the City’s projects. Kleinfelder has assembled an exceptional team to support the City within the four CIP project categories and the three priority and highly funded improvement plans. Kleinfelder will provide well-executed, high-quality task orders in an efficient and cost-effective manner. Kleinfelder will be an advocate for City Project Managers and a steward of the City’s budget, ensuring judicious use of City funds and managing and minimizing the risk factors leading to escalated project costs and delays.
The Kleinfelder team will provide:
. A responsive, experienced, and proven Project Manager, Dany Hanna, PE, who has a successful history of working on complex and challenging projects. . A proven, comprehensive team of technical experts to service all aspects of the contract including water, sewer, storm drain, structural, transportation, streets/pavement and green infrastructure improvement projects similar to those within the CIP.
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.
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Asouthern California-based team with vast local resources available and able to respond at a moment’s notice with an experienced approach.
Assigned Task Order Managers with the availability and expertise appropriate to the designated scope of work.
Intimate knowledge of California regulations related to water, sewer, and recycled water pipeline installation. Our staff is experienced with coordinating with the California Department of Public Health (CDPH) for approval of water, wastewater, and recycled water pipelines and related facilities. . The ability to coordination multiple regulatory agencies on a single project for example Kleinfelder provided California Division of Drinking Water (DDW), California Department of Transportation (Caltrans), and CDPH coordination and approval to support the City of San Diego Cast Iron Replacement Program (see project description section for details).
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Extensive experience with stormwater designand navigating the requirements of the National Pollutant Discharge Elimination System (NPDES) and the Municipal Separate Storm Sewer System (MS4) permit.
The ability tomanage and coordinate multi-discipline projectsfor example Lakeside Equestrian Center (see project description section for details) in which Kleinfelder as a prime either designed in-house or City Council 20 – 597 5/16/2023
managed subs consultants for disciplines including civil site design, ADA design, geotechnical, lighting, architectural, structural, stormwater, sewer, and electrical. .
.
In-house services which provide the City with consistency, efficiency, and exceptional responsiveness throughout a project as shown in the Irvine Lake Pipeline North Conversion, Santiago Hills Zone C+ Reservoir project in which Kleinfelder provided geotechnical, structural, water, civil site, and stormwater designs (see project description section for details).
Pavement and roadway facilities design and rehabilitation expertise. Kleinfelder’s civil team in conjunction with our geotechnical group can assess surface distresses and subgrade deficiencies, recommend and develop plans, specifications, and estimates (PS&E) for the most appropriate and costeffective rehabilitation measures. Kleinfelder has provided pavement, sidewalk, and ADA related assessments and rehabilitation plans for municipalities, private, and commercial clients throughout California.
Kleinfelder’s history of providing comprehensive client service and quality engineering within the civil engineering practice and multiple other areas of design and construction delivers a full-service solution to solve the City’s needs. Kleinfelder’s ability to provide multiple core services in-house allows for an integrated and streamlined approach to project delivery. Our experience with municipalities includes successfully managing and delivering on multiple on-call contracts and high-profile water, wastewater, reservoir, bridge, and site work projects. Additionally, we have provided design services for multiple Green Infrastructure, Complete Streets, and Low Impact Development (LID) projects for various municipalities. We bring best practices learned from previous on-call/ as-needed contracts, and the relevant diverse experience to successfully complete the City’s task orders. We will utilize our four step (planning, execution, monitoring, management) project delivery approach as described above to successfully deliver the contract task orders on time and within budget.
Our knowledge of current codes and design guidelines is exemplary and includes Title 24 California Code of Regulations, California Building Standards Code, American Water Works, Caltrans, ADA, City of Santa Ana Municipal Code (SAMC), and a wide knowledge of professional standards of the city, county, state, and federal guidelines. Kleinfelder also has an extensive knowledge of micro station V8i for the use of plan development and the City of Santa Ana’s CAD standards resulting in a seamless integration of standards and development of plans for the City.
We also realize the importance of having available resources to maintain high levels of responsiveness. Therefore, we have identified several additional internal resources and established key teaming arrangements to ensure our team has the expertise and capacity to be responsive to the City’s needs. In the event a task order requires additional support beyond the resources identified herein, we will tap into Kleinfelder’s over 3,000 employees company wide. Our team’s capacity, diverse capabilities, and area-specific expertise align with the City’s projects and will provide a direct benefit by facilitating reliable, cost-effective, constructible projects, with tangible schedule and budget savings.
The Kleinfelder team is well suited to provide engineering and support services to the City. The following are representative examples of Kleinfelder’s work with public agencies. 1 City of San Diego As-Needed Engineering Services | San Diego, CA Reference: City of San Diego, Edson Bandoy, Assoc. Civil Engineer, 858-292-6458, [email protected] Project Duration | Contract Value: 2017-2024 | $27.5M (Four As-Needed 5-year Contracts) Key Staff: Kathy Haynes, Simon Wong, Jason Brown, Nick Fontaine, Don Bloodworth Kleinfelder is currently operating under a third consecutive contract for As-Needed Engineering Consultant Services to support existing and future water, wastewater, and recycled water facilities for the City of San Diego’s Public Utilities Department. Under this contract, Kleinfelder is providing the City with integrated engineering and design services to assess and optimize operational efficiencies, implement green and sustainable solutions, and City Council 20 – 598 5/16/2023
reduce operations and maintenance costs while continuing to improve the value for rate payers. Services include water, wastewater, and recycled water engineering; roadway civil, electrical, and mechanical engineering; engineer’s cost estimating; instrumentation and controls engineering; construction management; and wastewater treatment processes.
Task Order, Remaining Cast Iron Water Main: Kleinfelder recently completed the design and is now supporting the construction of the removal and replacement of the last remaining aging cast iron water mains within the City of San Diego, as part of an as-needed contract. These pipelines ranged in size from 8 to 16 inches in diameter, were in challenging locations to replace, were hard to access, needed significant traffic control, and required multi-jurisdictional coordination. Kleinfelder gained preliminary approvals from the jurisdictional agencies to facilitate the approval process. Design included pipes that were located within five Caltrans bridges, one trenchless freeway crossing, two trolley crossings, and two City bridges. The two trolley crossings and the freeway crossing will use jack-and-bore methods. The project included geotechnical investigations; tunnel design; a study for the Caltrans bridge crossings; a preliminary design report; multiple ADA curb ramp designs; and development of plans, specifications, and an engineer’s opinion of probable construction cost.
Our team worked with Caltrans, Metropolitan Transit System, North County Transit District, as well as numerous other jurisdictional entities to facilitate the permit approvals. Kleinfelder provided an accelerated schedule and separate bid documents for a site which became an emergency project due to a break in the existing pipe and required immediate repair. A full set of bid documents were prepared allowing it to go to bid well before the remaining sites were bid.
2 County of San Diego As-Needed Eng. Services for FHWA Funded Projects, San Diego County, CA Reference: County of San Diego, Chris Hanger, Project Manager, 858-495-5652, [email protected]
Project Duration | Contract Value: 2015-Ongoing | $5M
Key Staff: Jason Brown, Don Bloodworth
Kleinfelder has been providing services to the County for over 20 years. The 75 task orders successfully executed are valued at nearly $14M. Services have included civil design, materials testing and special inspection, geotechnical engineering, pavement engineering, hazardous materials assessments, engineering geology, and materials engineering.
In 2015, the County selected Kleinfelder to develop and design the family-friendly Lakeside Equestrian Facility (Lakeside), a sprawling 14-acre recreational park for the county’s Park and Recreation department. Lakeside involved preparation of a detailed comprehensive set of documents including stormwater and drainage analysis; geotechnical analysis; preparation of a hydromodification study; water, sewer, stormwater, and electrical site utility design; parking lot and drainage channel design; and the preparation of grading, storm water pollution prevention, demolition, and planting and irrigation plans. Additional featured task orders are provided below. All task orders have been delivered on time and on budget.
Rios Canyon Sidewalk Replacement ($100,000). Kleinfelder provided expertise for 400-LF of new sidewalk, seven pedestrian ramps, two driveways, curb returns and cross gutters, asphalt pavement, retaining walls, analysis and design for drainage, and utility coordination. Activities included incorporation of Americans with Disabilities Act (ADA) compliant elements, meeting an aggressive schedule and topographic redesigns.
Woodside Avenue Conceptual Design and Cost Estimating ($75,000). Kleinfelder updated the conceptual design and cost estimate for 1.25 miles of streetscape corridor. The project will improve traffic safety by providing complete pedestrian and bicycle connections including Green Streets and Complete Street features. Activities included coordination with Kleinfelder’s in-house water design experts, drainage, right-of-way coordination and more.
Professional Services 2019. Jamacha Boulevard Traffic Signal and Raised Median Improvements ($100,000). Kleinfelder was responsible for the analysis and design of 560-LF of new median, two curb returns, three pedestrian ramps, upgraded intersection traffic signals, asphalt pavement, potholing, and utility coordination.
Activities included the coordination of right-of-way details, TCE add-on, and the management of the placement of a challenging traffic signal.
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3 Pavement Management and Design Projects (Cities of Oakland, Chula Vista, & Coronado) Reference: City of Oakland, Wladimir Wlassowsky, Project Mgr., 510-238-6383, [email protected]; City of Chula Vista, Gregory Tscherch, Project Manager, 619-691-5021, [email protected]; City of Coronado, Jim Newton, Project Manager, 619-522-7383, [email protected].
Project Duration | Contract Value: 2016-2020 | $250k, $120k, $30k Key Staff: Jason Brown, Don Bloodworth
City of Oakland City wide Pavement Assessment in which Kleinfelder assessed and assigned pavement condition index (PCI) ratings on 11 miles of city streets. Kleinfelder then developed an subsurface investigation plan in areas that had suspected base and subbase deficiencies based on pavement distresses. Kleinfelder then provided pavement rehabilitation recommendations and developed PS&E documents for the pavement repairs.
City of Chula Vista Pavement Assessment Kleinfelder acted as a sub consultant on an as-needed contract in which we assessed, assigned PCI ratings, and provided pavement rehabilitation recommendations for over 200 city street sections.
City of Coronado Pavement Assessment as part of an On-Call contract with the City Kleinfelder assessed and assigned PCI rating for 30 street segments and updated the City’s Project Management Program software “StreetSaver” with the updated segment PCI ratings.
City of Ontario/Ontario Municipal Utilities Company, various On-Calls including As-Needed Professional Engineering Design Services, As-Needed Geotechnical and Materials Testing Services 4 Reference: City of Ontario, Dan Beers, Design & Construction, Principal Project Manager, 818-388-0212, [email protected]
Project Duration | Contract Values: 2014-Ongoing | $2.6 Million Key Staff: Dany Hanna, Jeff Waller, Eric Noel, Bryan Webb, Nick Fontaine, Christina Nishimoto, Robert Kovacs, Sava Nedic, Brian Tran, Dany Hanna
Since 2014, Kleinfelder has been performing as-needed professional engineering design and geotechnical engineering, environmental, and materials testing and inspection services as an extension to the City’s engineering department. The following briefly describes some of Kleinfelder’s key projects under this contract:
• D Street Storm Drain Relocation. The project consisted of undertaking the redevelopment of a parcel of land located on the southwest corner of the D Street and Sultana Avenue intersection. The property, owned by the City, includes an existing drain easement and 24-inch line which directs stormwater from drainage infrastructure located at the intersection of Cherry Street and D Street to the existing drainage system on Sultana Avenue.
Given the redevelopment of the property, the goal of this project was to discontinue the existing cross-country storm drain line and redirect runoff from the Cherry Street/D Street intersection to existing drainage infrastructure on Sultana Avenue.
• C-Block Parking Structure. The Kleinfelder Team provided geotechnical and environmental engineering along with special inspection, and laboratory testing services for this new four-level structure located on the northwest corner of C Street and Lemon Avenue. This parking structure features 400 parking spaces, incudes roof parking, has eight Tesla Motor Supercharges, and is part of the continuing redevelopment in Downtown Ontario.
The Kleinfelder team provided the following services: Data Gathering and Review; Preliminary Design; Site Reconnaissance and Detailed Utility Verification; Public and Private Utility Coordination; Storm Drain Sizing; Geotechnical Investigations; Geotechnical Laboratory Testing; Geotechnical Report; 30% Preliminary Design and Report; Final Design.
Orange County Public Works, On-Call Construction Services, Geotechnical Engineering & Materials Testing, Construction Inspection Services, Public Relations, and Graphic Designs 5 Reference: County of Orange, Javier Soto, Construction/Special Projects Mgr., County of Orange, 714-227-1470, [email protected]
Project Duration | Contract Value: 12/2017-12/2022 | $1.5M (2-year extension $0.5M) = $2M Key Staff: Dany Hanna, Eric Noel, Jeff Waller,
For over a decade, Kleinfelder has been providing construction inspection, geotechnical engineering, and materials testing and inspection services for the County under the direction of Mr. Dany Hanna, PE, Project/Contract Manager. Our services are in accordance with the County/District’s Quality Assurance program and support projects for the construction of new or rehabilitation of existing roadways, flood control channels, parks, and/or other infrastructure.
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Kleinfelder has also held contracts with the County for On-Call Construction (Management & Inspection) Services from 2017-2020 and On-Call Public Relations and Graphic Design Services from 2017-August 2022.
Oso Parkway Bridge Replacement, Aliso Viejo: Activities consisted of the removal, relocation, and adjustment of existing improvements, excavation and grading, removal and relocation of existing utilities, construction of new storm drainage and storm water pre-treatment and storage system, construction of curb, gutter, pedestrian walkways and ramps, bridge construction, roadway paving, and new overhead signage and traffic control devices.
Kleinfelder has performed concrete batch plant inspection, Portland cement concrete aggregate sampling and testing, and onsite flexural beam fabrication and laboratory testing per Caltrans test methods. Hot mix asphalt batch plant inspections occurred and Kleinfelder material testers sampled the HMA, binder, and aggregates for testing in our Caltrans accredited laboratories.
Loma Ridge Road Widening: Loma Ridge Road serves as the only access road to the County’s Emergency Operation Center (EOC). Constructed in 1992, Loma Ridge Road begins as a two-lane road at the EOC and transitions to one lane. It continues as a one lane road for the lower two thirds of its alignment until it reaches a security gate, southwest of the State Route 241 toll road and Santiago Canyon Road. The County awarded Kleinfelder a geotechnical engineering task order to improve the road by widening it to two lanes, replacing the existing pavement for the full width of the road, performing minor grading, and constructing up to 4 retaining walls. 6 City of Carlsbad, As-Needed Water, Recycled Water and Engineering, Carlsbad, CA Reference: City of Carlsbad, Public Works, Stephanie Harrison, Utilities Department, Technical Services Manager, 442-339-2310, [email protected] Project Duration | Contract Value: 2018-Ongoing | $300K Key Staff: Bryan Webb, Art Garcia, Trevor Shackelford
Kleinfelder is currently providing Carlsbad Municipal Water District with As-Needed Water and Recycled Water Engineering services on a second consecutive As-Needed contract. During the first contract, Kleinfelder worked on two main projects for the District.
Valve Replacement Project – Phase 1: As part of their asset management program, the District identified numerous valves requiring replacement. This project includes the replacement of 38 existing valves and installation of 14 new valves at 19 sites throughout Carlsbad. Each location is unique depending on pipeline and valve location, street type, and valve cluster configuration. The valve replacement design includes development of plans and details. Each site’s design was thoughtfully tailored. Design considerations and permitting coordination with North County Transit District and Caltrans was necessary for several locations.
During the design it was determined that insertion valves would be utilized to assist in shutdowns for the replacements. Kleinfelder assisted the District in determining the best locations for the valves for the best shutdown sequencing as well as for future use. An engineer’s opinion of probable construction cost was prepared.
Bolero Pressure Reducing Station Replacement: The District’s Bolero Pressure Reducing Station (PRS) buried concrete vault had developed cracks in the upper portions of the walls and had concrete spalling occur on the interior roof and walls. Kleinfelder was retained to conduct a site visit and prepare a report describing the condition of the PRS. The report presented three replacement options for replacing the vault listing the advantages and disadvantages of each option and providing a concept level opinion of probable construction cost for each option.
Options included pre-cast vault with pre-cast bottom, pre-cast vault with cast-in-place bottom, and cast-in-place vault. Based on the report and the recommended options, Kleinfelder prepared design documents for a new vault, preparation of construction drawings, calculations, and specifications, and prepared an opinion of probable construction cost. Kleinfelder also provided bidding and construction phase services. 7 City of Carlsbad, On-Call Structural Engineering Master Agreement, Carlsbad, CA Reference: Dave Padilla, Senior Engineer, City of Carlsbad Utilities, 760-603-7356, [email protected] Project Duration | Contract Value: 2015 - 2024 | $300K
Key Staff: Jason Brown, Christina Nishimoto, Eric Ng, Kathy Haynes Kleinfelder has provided the City of Carlsbad with Professional Structural Engineering Services under two Master Services Agreement contracts. The projects below are a sample of the task orders completed through this contract.
Coastal Rail Trail Reach Bridges Design: This project consists of a segment of the Coastal Rail Trail, starting north at Cannon Road and continuing south. The trail is adjacent to and just west of the NCTD railway. This project included a total of six pedestrian bridges along this stretch of trail, with widths of 12 feet with varying lengths City Council 20 – 601 5/16/2023
between approximately 60 feet and 110 feet. All six bridges are single-span prefabricated steel truss bridges, bearing upon cast-in-place concrete abutments. The designs of the superstructures of the prefabricated trusses were prepared and submitted by the contractor during the construction phase. Kleinfelder provided the abutment designs and specifications for contractor superstructure designs.
Chinquapin Sewer Lift Station – Metal Roof Canopy Design: Kleinfelder provided the structural design of a steel frame canopy supporting a standing seam metal roof, which was placed on an existing masonry enclosure.
The canopy has a sloping roof with height that varies from 6 inches to 2.5 feet above the existing masonry wall.
The supports for the canopy were bolted to the masonry wall with post-installed anchors. The roof framing was designed in accordance with the 2010 California Building Code. Kleinfelder provided structural plans and calculations, and a site visit prior to start of design to observe the existing structure and take photos and measurements documentation.
8 Irvine Lake Pipeline North Conversion, Santiago Hills Zone C+ Reservoir | Irvine, CA Reference: Irvine Ranch Water District, Jacob Moeder, Project Manager, 949-453-5554, [email protected] Project Duration | Contract Value: 2014-2016 | $934K
Key Staff: Eric Ng, Christina Nishimoto, Art Garcia, Jason Brown Kleinfelder provided expert project management, structural engineering, Civil Site design, and geotechnical engineering for the design of the 2.4-MG recycled water reservoir. Kleinfelder’s responsibilities included oversight and site layout design, reservoir design, appurtenance design such as strainers, backwash system, valve, and vault, overflow system, stormwater drainage system, and pipelines. The reservoir is partially buried, and the overall site layout required the design of concrete block retaining walls. Mechanical elements at the reservoir site included flow metering equipment, strainers to remove shells and other debris from the untreated water entering the reservoir from Irvine Lake.
As part of the geotechnical study, Kleinfelder evaluated four reservoir sitting alternatives. A detailed geotechnical investigation was required to identify historical landslides and abrupt changes in geological formations beneath the site to optimize the reservoir location.
As part of the civil site design, Kleinfelder developed the site layout plans including temporary excavation and access road plans, final grading and access road designs, retaining wall layouts, and the site stormwater conveyance system.
Kleinfelder has several recent, relevant, public entity references where the team has performed similar work within the past five years. Below are three references with valid, current emails. We encourage the City to reach out to these agencies and learn more about Kleinfelder’s successful project delivery.
Public Agency Reference Project Scope of Work
1 Javier Soto, PE, PMP, QSD Manager
Orange County Public Works
On-Call Construction Inspection, Geotechnical,
Construction Materials Testing and Inspection
OC Construction/Special Projects County of Orange Project Description #5 714-227-1470; [email protected]
2 3
Edson Bandoy, Assoc. Civil Engineer
City of San Diego
City of San Diego As-Needed Engineering Services, three as-needed 5-year contracts
Project Description #1
City of Ontario/Ontario Municipal Utilities Company,
various On-Calls including As-Needed Professional
Engineering Design Services, As-Needed Geotechnical
and Materials Testing Services
858-292-6458; [email protected]
Dan Beers, Principal Project Manager
City of Ontario / Ontario Municipal Utilities District
909-395-2806 | C: 818-388-0212
[email protected]
Project Description #4
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Task Order Scope and Schedule Development: The planning stage is a critical process in developing the scope and schedule for each new task order. As a part of our time-tested task order planning process, we assemble inputs from a wide range of related topics, organize them into meaningful order, and develop the new task order using the following steps:
Identify stakeholders
Analyze project needs, objectives, and constraints
Assess risks and identify potential obstacles
Possible technical challenges
Possible stakeholder or schedule constraints
Assemble most appropriate project team members to develop project scope and schedule Develop a Work Breakdown Structure (WBS) to itemize scope items and tasks Assemble WBS into sequential and logical activities to create a project schedule and identify the critical path
Identify assumptions, exclusions, and additional needs for a task order proposal The result is a well-defined scope of services that reduces the risk of unknown budget overruns and schedule delays during the life cycle of the task order.
Kleinfelder will collaborate closely with the City during the planning process to develop the scope and schedule for each new task order. We are sensitive to your requirements and will tailor our task order scope and schedule to serve your needs.
Work products will be provided on or before scheduled deadlines and will be actively managed with task order schedules. Schedule management will be accomplished by Kleinfelder’s Task Order Managers through monitoring of work product and verification of work in progress with scheduled reviews. Schedules will be updated upon recognition of any change and prior to every progress meeting. In certain circumstances projects may require an accelerated schedule. With Kleinfelder’s depth of resources and in-house services, in conjunction with our comprehensive group of subconsultants, we can adapt to the City’s schedule.
Although we try to identify project risks and hurdles during the project's planning stage, unforeseen issues may arise that may cause delays. Kleinfelder is dedicated to the City’s projects and will have assigned personnel to ensure that we have the expertise and depth of personnel resources to adapt to these unforeseen project challenges, identify float within a schedule, and reduce the negative effects of project problems. Our Kleinfelder team can commit to many general schedule durations to ensure that accelerated progress on each task order is made:
Because our Contract and Task Order Leaders are available, we can commit to responding to City phone calls within that same day and responding to City emails within one day. Because of our in-depth project planning process, we can commit to starting new task orders within 24 hours after receiving Notice to Proceed (NTP). Because of our depth of expert staff resources assembled during the design phase of each task order, we can commit to the following accelerated durations:
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Responding to City review comments in less than two weeks of receipt from City.
Resubmittal of major design milestones within two (2) weeks of resolution of City review comments.
. Preparing meeting minutes within two one day of conducting meeting with City. Because of our depth of expert staff resources assembled during the bidding and construction phase of each task order, we can commit to the following accelerated durations:
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Responding to Contractor submittals and shop drawings within one week of receipt from City.
Responding to Contractor requests for information (RFI) within three (3) working days of receipt from City.
Responding to Construction Contract Change Orders within two (2) working days of receipt from City.
We understand the City may not have specific tasks designated for this contract. However, using indepth research of the CIP and RFP, we have outlined probable categories of tasks/scope the City may require. The following highlights potential task and scopes of work, Kleinfelder’s experience, and benefits of the Kleinfelder team.
Experience Benefit
Task: Water and Sewer Pipeline Replacement
• Kleinfelder has completed multiple pipeline
replacements forsimilar agencies through asneeded contracts including cast iron • Kleinfelder has condition assessment experts,
and could help prioritize, and potentially
eliminate or delay replacement
• Reduce City costs
• Reduce community impacts to traffic
• Optional solutions as part of asset
management
• Reduce coordination time with permit
agencies
Task: Raw Water Distribution
• Kleinfelder has in-depth knowledge of the raw • Improve reliability and efficiency water distribution system and completed water
master planning forvarious areas including
designing facilities and pipelines for raw water
distribution.
• Minimize customer impact for
implementation
• Provide efficient planning
• Familiar with the City modeling software
Task: Road Reconstruction and Pavement Repair/Parking Lot • Assess existing pavement conditions • Correct pavement deficiencies • Provide pavement rehabilitation
recommendations and PS&E
• Assess parking deficiencies based on current
City standards
• Evaluate available space to determine most
efficient parking layout
• Obtain additional parking through
restriping/ regrading to achieve
required parking spaces
• Provide design to minimize impacts and
costs
• Improve community relationships
City Council 20 – 604 5/16/2023
Task: Street Intersection, Water/Wastewater Pipeline, and ADA projects • Evaluate existing curb ramp conditions
• Evaluate existing pipeline conditions
• Sidewalk repair and/or replacement
• Correct deficient curb ramps
• Replacement of deficient pipeline
systems
• Improve Community relationships
Storm Drain Repair Projects
• Assess storm drain conditions • Correct deficient storm drain systems • Identify systems not meeting current standards • Ensure systems are brought to current standards
Task: Complete Streets
• Evaluate and design roadway cross section • Improve mobility and safety • Assess curbside activity, intersection
treatments and conflict zones
• Provide separation between motorists,
bikes, and pedestrians
• More comfortable bicycling safety for the
public
• Improve Community relationships
Task: Stormwater Projects
• Evaluate need for Green Infrastructure (GI)
• Assess available space to implement GI
• Low Impact development (LID) treatment
design
• Adhering to City standards, determine
appropriate GI
• Design of GI to help City meet water
quality goals
• Improve Community relationships
Task: Bridge Deficiency
• Identify preventative maintenance
opportunities
• Minimize long term bridge maintenance
costs
• Utilize inspection reports and visual
assessments to evaluatecritical rehabilitation
needs
• Provide clarity on the severity of
different issuesand likely costs of
repair to prioritize bridge upgrades
Attached as separate file, per instructions.
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City Council 20 – 608 5/16/2023
Appendix
ATTACHMENT 3-2: NON-LOBBYING CERTIFICATION
CERTIFICATIONS
The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that:
1. No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any federal contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any federal contract, grant, loan, or cooperative agreement.
2. If any funds other than federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence any officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this federal contract, grant loan, loan or cooperative agreement, the undersigned shall complete and submit a “Disclosure of Lobbying Activities”.
This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U. S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.
The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such sub recipients shall certify and disclose accordingly.
Firm Kleinfelder
Signed and Printed N Dany Hanna, PE
Title Vice Presid
Date March 14, 2023
City of Santa Ana RFP
Page A3-2
City Council 20 – 609 5/16/2023
Appendix
ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION
CERTIFICATIONS
The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows:
1. The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause.
2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin.
3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers’ representatives of the Consultant’s commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment.
4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor.
5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders.
6. In the event of the Consultant’s non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law.
7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted City of Santa Ana RFP
Page A3-3
City Council 20 – 610 5/16/2023
by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a sub-consultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States.
8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended,
No discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter.
Signed:
Title:
Firm:
Date:
Dany Hanna PE, V ce Pres dent
Kleinfelder, Inc.
March 14, 2023
City of Santa Ana RFP
Page A3-4
City Council 20 – 611 5/16/2023
EXHIBIT C
COMPENSATION
Consultant’s Fee Proposal including hourly rates if applicable City Council 20 – 612 5/16/2023
Fee Proposal prepared for:
CITY OF SANTA ANA
Public Works Agency
20 Civil Center Plaza, M-36, Santa Ana, CA 92701
On-Call Engineering Services
Request for Proposal
RFP No.: 23-030
March 14, 2023 24411 Ridge Route Drive, Suite 225
Laguna Hills, CA 92653
www.Kleinfelder.com
City Council 20 – 613 5/16/2023
City Council 20 – 614 5/16/2023
CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND
IDS GROUP, INC. FOR ON-CALL ENGINEERING SERVICES
THIS AGREEMENT is made and entered into on this 16th day of May, 2023 by and between IDS Group, Inc. (“Consultant”), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (“City”).
RECITALS
A. On February 21, 2023 the City issued a Request for Proposal No. 23-030, by which it desired to retain a Consultant having special skill and knowledge in the field of:
Professional Engineering 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. 23-030.
C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-030, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in “Scope of Services - Exhibit A”, attached hereto and incorporated by reference, and as further described in Consultant’s Proposal, attached hereto an incorporated herein by this reference as “Consultant’s Proposal - 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 Consultant’s Fee Proposal, which is attached hereto and fully incorporated herein by this reference as “Compensation - Exhibit C”. Consultant is one of fifteen (15) separate consultants selected to provide services on an on-call basis under RFP 23-030. The total compensation for services provided by all consultants selected under RFP 23-030 shall not exceed the shared aggregate amount of $5,000,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. b. Payment by City shall be made within forty-five (45) days following receipt of proper EXHIBIT 12
City Council 20 – 615 5/16/2023
invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. Notwithstanding any contrary terms contained within Consultant’s Fee Proposal, Consultant’s fees shall not exceed 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws.
3. TERM
This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to a one, two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.
6. INSURANCE
Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with City Council 20 – 616 5/16/2023
the performance of the work hereunder and the results of that work by the Consultant, its agents, representatives, employees or subcontractors.
a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that 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 $2,000,000 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 $2,000,000 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 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. d. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions:
(i) 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 connection with such work or operations.
City Council 20 – 617 5/16/2023
General liability coverage can be provided in the form of an endorsement to the Consultant’s insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used).
(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 City, its officers, officials, employees, and volunteers. Any insurance or selfinsurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.
(iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
(v) Self-Insured Retentions. Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.
(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 City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims-made basis:
• The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
• Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
City Council 20 – 618 5/16/2023
• 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.
(viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix)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.
(x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
7. 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 City Council 20 – 619 5/16/2023
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.
8. 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.
9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement.
10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. “Confidential Information” shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City.
11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement.
City Council 20 – 620 5/16/2023
12. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.
13. 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.
14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City’s ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City.
15. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.
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16. 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.
17. 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.
18. 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.
19. 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
Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
City Council 20 – 622 5/16/2023
With courtesy copies to:
Nabil Saba
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-xx)
P.O. Box 1988
Santa Ana, California 92702
Fax:
To Consultant:
A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney’s fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.
[signatures on following page]
Adrian Anderson
Associate Principal
IDS Group, Inc.
1 Peters Canyon Road, Suite 130
Irvine, CA 92606
City Council 20 – 623 5/16/2023
SIGNATURE PAGE FOR CONSULTANT AGREEMENT BETWEEN CITY OF SANTA ANA AND IDS GROUP, INC. FOR ON-CALL ENGINEERING SERVICES 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: CONSULTANT:
SONIA R. CARVALHO
City Attorney
By:
JONATHAN T. MARTINEZ
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
NABIL SABA
Executive Director
Public Works Agency
ADRIAN ANDERSON
Principal
City Council 20 – 624 5/16/2023
EXHIBIT A
SCOPE OF SERVICES
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EXHIBIT B
CONSULTANT’S PROPOSAL
City Council 20 – 633 5/16/2023
City of Santa Ana
On-Call Engineering Services
RFP #23-030
Submitted by:
1 Peters Canyon Road, Suite 130, Irvine, CA 92606
T: 949.387.8500 F: 949.387.0800 www.idsgi.com
Request for Proposal (RFP)
March 14, 2023
City Council 20 – 634 5/16/2023
Cover Letter
Los Angeles World Airports
Roadways, Utilities and Enabling (RUE) Projects
City Council 20 – 635 5/16/2023
1 Peters Canyon Road, Suite 130, Irvine, California 92606 949.387.85000 949.387.0800 www.idsgi.com March 14, 2023
Mr. Sean Thomas
City of Santa Ana
Public Works Agency
20 Civic Center Plaza, M-36
Santa Ana, CA 92701
SUBJECT: Request for Proposals | On-Call Engineering Services RFP No. 23-030 Dear Mr. Thomas,
IDS Group, Inc. (IDS) understands that the City of Santa Ana (City) is in the process of pre-qualifying fi rms for various capital improvement projects within the City. IDS appreciates the opportunity to submit its qualifi cations for the City’s capital improvement program for the next three years.
IDS is an award-winning engineering-architectural (E/A) fi rm which off ers multi-disciplinary consulting services through a staff of 80 professionals. In addition to civil engineering, IDS provides specialized in-house – structural, electrical, mechanical, plumbing engineering services, architecture, landscape architecture, and cost estimating services.
IDS’ Value to the City of Santa Ana
• Team Expertise: IDS’ civil engineering team will be working directly with the City, providing local knowledge in site engineering designs for municipal projects. Our civil engineering’s street rehabilitation, storm water improvements, traffi c, and ADA design capabilities balance costs with our client’s objectives and permitting requirements.
IDS’ Project Manager, Adrian Anderson, brings 25 years of civil engineering expertise collaborating with municipalities and regional agencies across Southern California where he has overseen teams that provide similar scope-of-services to the City. Our in-house expertise will be enhanced by our land surveying and geotechnical engineering partners to allow us the ability to explore the best possible engineering solutions and greatest potential benefi t for the City and project success. • Civil Engineering Services Focused on Public Agencies: The IDS team has completed similar project elements for many public and municipal agencies including the City of Rialto, City of Chino, County of Los Angeles, County of Orange, City of San Bernardino, County of Riverside, City of Riverside, City of West Covina, City of La Palma, City of Glendora, City of Murrieta, City of Menifee, City of Long Beach, City of Anaheim, City of Costa Mesa, City of Huntington Beach, City of Fountain Valley, City of La Habra, and the City of Irvine. • Positive Client Track Record: A testament to the quality of our customer service is represented by the fact that approximately 80% of our clientele is repeat business.
City Council 20 – 636 5/16/2023
Mr. Sean Thomas
March 14, 2023
Mr. Adrian Anderson, PE, Associate Principal - Civil Engineering Division of IDS Group, will be the main point-of-contact for the City. Any questions pertaining to our submittal can be directed to Adrian at 949.387.8500 Ext. 509 or via email adrian. [email protected]. Mr. Said Hilmy, PhD, SE, LEED AP, Principal of IDS Group, hereby acknowledges that he will be the contract administrator for this submittal and will negotiate and contractually bind the firm regarding matters pertaining to this submittal.
We thank the City of Santa Ana for the opportunity to submit these qualifications. IDS acknowledges receipt of Addendum No. 1 dated February 27, 2023. IDS takes no issue to Appendix Attachment 2 - Agreement. The IDS team looks forward to applying its technical expertise and providing design solutions to the challenges faced by the City of Santa Ana.
Sincerely,
IDS Group, Inc.
Adrian Anderson, PE Said Hilmy, PhD, SE, LEED AP
Associate Principal - Civil Engineering Division Principal / Contract Administrator
City Council 20 – 637 5/16/2023
Page iv
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
Table of Contents
1. Statement of Qualifications
a. Cover Letter i
b. Contract Agreement Statement ii
c. Firm and Team Experience 2
d. Understanding of Need 20
e. Agreement Terms 23
f. References 24
2. Scope of Services and Schedule 25
3. Fee Proposal
(Submitted in a separate sealed envelope and electronically in PlanetBids)
4. Certifications 29
Attachment 3-1: Non-Collusion Affidavit
Attachment 3-2: Non-Lobbying Certification
Attachment 3-3: Non-Discrimination Certification
City Council 20 – 638 5/16/2023
1. Firm and Team Experience
Orange County Sanitation District
Piping Replacement for Seocndary Clarifiers
City Council 20 – 639 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
Firm Profi le
IDS Group, Inc. (IDS) is a multidisciplinary architectural and engineering consulting fi rm with roots spanning over 60 years. With a staff of over 80 professionals, our integrated design team provides added value through our specialized divisions – architecture and structural, civil, mechanical, plumbing, and electrical engineering, as well as cost estimating services, maximizing service effi ciency. IDS is committed to project excellence, providing turnkey design solutions to the building and infrastructure industries.
IDS incorporates sustainable, energy-effi cient, and environmentally conscious designs as a signifi cant component of each project. We are recognized for our use of water-effi cient plant materials, recycled materials, and water-effi cient irrigation systems. IDS is a member of the Green Building Council, on design teams for LEED-certifi ed building projects, and employs numerous full-time LEED Accredited Professionals.
IDS is headquartered in Irvine, CA with offi ces in Los Angeles and San Diego, ensuring local knowledge and providing our clients with quick response time. As a multi-disciplinary engineering and architectural fi rm, IDS has the practical knowledge, insight, and resources to off er comprehensive services and specialized solutions to our clients.
In-House Services
“IDS” stands for Integrated Design Services, as our service delivery model. We bring a focused understanding of engineering and architectural services to public agencies with an inherent curiosity, sound technical expertise, where we apply this knowledge to each project’s unique set of circumstances.
Civil Engineering
The Civil Engineering division of IDS was established in 1961 in Irvine, California. Through a series of acquisitions and mergers, the company expanded to include all of the disciplines needed for engineering design services. IDS Group provides specialized civil engineering design, planning and entitlement, surveying and mapping, construction survey, LEED, sustainable design, construction administration, and traffi c engineering services to public agencies, owners, and developers of retail, commercial, offi ce, industrial, institutional, and residential projects throughout the United States.
City Council 20 – 640 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
The following lists illustrate our in-house civil engineering and capabilities:
Civil Engineering
• PreparaƟ on of ConstrucƟ on Documents
• Pavement RehabilitaƟ on Plans
• Traffi c Control Plans
• Signing and Striping Plans
• Street Improvement Plans
• Street/IntersecƟ on Widening
• Rough and Precise Grading Plans
• Storm Drain Improvement Plans
• Hydrology and Hydraulic Analysis and Reports
• Water Quality Management and Design
• DetenƟ on and RetenƟ on Basins Design
• Sewer Improvement Plans
• DomesƟ c Water Improvement Plans
• Dry UƟ lity CoordinaƟ on
• Joint UƟ lity Plans
• Slope ProtecƟ on Plans
• Underground Fire Improvement Plans
• Street LighƟ ng Plans
• Storm Water PolluƟ on PrevenƟ on Plans
• UƟ lity Tunneling Plans
• ConstrucƟ on Cost EsƟ mates
• Permit Processing
Surveying and Mapping
• Topographic Maps and Aerial Mapping
• Encumbrance and UƟ lity Maps
• Boundary and Lot Surveys
• ALTA Land Title Surveys
• TentaƟ ve Parcel and Tract Maps
• Condo Plans
• Lot Line Adjustments
• Parcel Mergers
• Record Data Maps
• Final Maps
• Record of Surveys
• Legal DescripƟ ons and Plats for Easements
• DedicaƟ ons and VacaƟ ons
• GPS and GIS Surveys
Construction Survey
• ConstrucƟ on Staking for Grading
• Paving and Hardscape
• Curb and GuƩ er/ Improvement Staking
• Site Layout
• Building Control
• UƟ liƟ es
Our civil team off ers a wide array of expertise and experience working on street improvements including pavement rehabilitation and ADA compliance projects. Our Civil Engineer’s roadway, ADA, traffi c, signing and striping design capabilities balances costs fi rst with our client’s objectives and permitting requirements. Our utility design experience includes the design and rerouting of water lines, sewer systems, storm drain systems, electrical power, and data lines.
Our team also provides preliminary engineering studies and master planning through fi nal design and construction support for public works, drainage facilities, hydrology and hydraulics, water utilities, sewer and dry utilities. Our survey department provides all design surveys, topographic surveys, boundary, ALTA, right-of-way engineering and construction surveys for public works and private sector projects.
IDS seamlessly integrates civil engineering services with in-house design professionals who specialize in structures, mechanical, electrical, plumbing, and architecture in order to provide a well-rounded balance of design capabilities for our clients as a value-added service.
City of Anaheim
ARTIC Path of Travel to Angels Stadium
City Council 20 – 641 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
Structural Engineering
Our structural engineering division is a recognized
leader in the design, assessment, review, and
seismic retrofi t of buildings and site improvements.
The depth of our work includes the design of new
buildings utilizing steel, concrete, and masonry,
the assessment and retrofi t of numerous buildings
of all sizes, the evaluation, and repair of distressed
structures, peer and plan review, constructability
review, and forensic engineering. Our team has
been honored by numerous local and national
awards for innovative and outstanding design,
including the Project of the Year Awards by ASCE.
Before the closure of the El Toro Marine Base, IDS
conducted Structural Engineering assessment of
all existing buildings.
Architecture
IDS’ architectural division provides design,
planning, programming, project management, and
renovation services to public and private clients
throughout California. Our architectural services
involve building assessments, alterations,
and modifi cations, accessibility studies, ADA
compliance studies and design, ZNE, LEED,
fi re and life safety assessment and design,
code review, space planning, remodeling, repair
of damaged and deteriorated structures, and
expansions and additions to existing facilities.
Our architectural services involve building
assessments, alterations, and modifi cations,
accessibility studies, ADA compliance studies
and design, fi re and life safety assessment and
design, code review, space planning, remodeling,
repair of damaged and deteriorated structures,
and expansions and additions to existing facilities.
Project experience of IDS staff encompasses
new construction, renovation, re-adaptation, and
tenant improvements to a variety of building types.
Landscape Architecture
IDS has a dedicated team that specializes in
building healthy places for communities through
the practices of landscape architecture and
ecological restoration. The team focuses on the
relationship between land and people where we
are only as healthy as our surroundings. Most of
the team’s work lies in municipalities, counties
and other California agencies working closely
with clients and stakeholder groups to design and
build healthy communities and improve quality
of life. The projects designed draw from natural
and cultural histories of the land and improve the
natural ecological systems. Specialized expertise
includes historic preservation, adaptive re-use,
cultural landscapes, cultural and natural history
interpretation, ecological restoration, sustainable
design, drought tolerant planting, low water
irrigation systems, and context-integrated design.
Mechanical and Plumbing Engineering
Our award-winning mechanical engineering
division is comprised of professional engineers and
designers who are experts in the fi elds of heating,
ventilating, air conditioning, plumbing, piping, and
fi re protection. We have provided design services
for HVAC, plumbing, and fi re protection systems
for countless public projects and facilities. These
projects encompass new construction, retrofi t,
modernization, and expansions of facilities. Our
work has received the highest recognition from
ASHRAE on numerous occasions.
Electrical Engineering
IDS’ electrical engineering division brings extensive
experience in a wide variety of projects that
includes the preparation of engineering studies,
analyses, plan reviews, preparation of drawings
and specifi cations for new construction projects;
construction cost estimates; fi eld investigations;
concept studies; reports, and post-construction
support for electrical engineering projects.
City Council 20 – 642 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
City of Irvine, Trail Improvements Projects
Cost Estimating
Our in-house cost estimator is experienced in
supporting both new construction and complex
renovation projects, and possess extensive
knowledge of a variety of tenant improvement
types. Utilizing the latest in cost control methods,
IDS ensures clients’ projects are well planned
and expertly executed. In the delivery of its cost
services, IDS provides reliable, accurate estimates
while meeting its client’s most critical deadlines.
Sustainable Engineering
The fi rm’s project approach begins with a
complete assessment of project requirements
to achieve a LEED certifi cation or provide a
sustainable design without certifi cation. To meet
the project requirements our team will investigate
all sustainability options including photovoltaic
solar system, commercial and residential fuel
cell systems, geothermal ground source heat
pump systems, low energy LED lighting products,
water conservation design solutions, day lighting
harvesting, low-fl ow plumbing fi xtures and high
SEER air conditioning equipment.
Zero Net Energy (ZNE)
IDS’ professional mechanical, electrical, and
plumbing engineers are experienced in Net Zero
Engineering. Our team seeks ways to improve
the effi ciency of HVAC and electrical systems in
buildings and apply smart net-zero energy design
and strategies.
ADA Access Compliance
Our expert ADA (Americans with Disabilities Act)
team off ers detailed ADA facility surveys and
preparation of Transitional Plans, plan reviews,
training, and product consulting on a regular basis
to healthcare facilities, large corporations, and
federal, state and local government clients.
Bidding and Construction Administration
Support
IDS has signifi cant experience with providing
practical, cost eff ective, fast/effi cient solutions and high-quality construction documents and drawings
and signifi cant experience in construction support
and on-site construction administration services
for public projects.
Building Information Modeling (BIM)
Building on decades of hands-on experience
in Building Information Modeling (BIM), IDS is
committed to creating value for our clients through
innovative and fully integrated design solutions.
IDS’ BIM platform helps our multi-discipline design
and construction teams improve project effi ciency
by optimizing performance and responsetime of visualizations and simulations to create unprecedented data rich models. Our clients
are experiencing the benefi ts of BIM that extend
long past the completion of a project - including
improved constructability, better-performing
buildings and more effi cient project delivery. They
have also included Construction cost savings,
Schedule compression and Energy reductions.
City Council 20 – 643 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
Sub-Consultant Teaming Partners
AESCO (Geotechnical and Environmental Engineering)
AESCO is headquartered in Huntington Beach, California and currently have eighteen employees. The fi rm is SBE, DBE, WBE, and CBE certifi ed. AESCO’s laboratory is certifi ed by DSA, Caltrans and City of Los Angeles. AESCO has been involved in a number of projects involving geotechnical and environmental engineering and QA/QC construction materials testing and inspection for the City of Santa and other Southern California public agencies.
AESCO’s scope of work for geotechnical engineering includes foundation and pavement design, settlement problems, compaction monitoring and testing, shallow and deepened foundations, pressure injected footings, earth retaining structures, landslide analysis and control, expansive/collapsing soils, underpinning and special foundations, construction dewatering and drainage, pipelines and utilities, liquefaction analyses, and fault evaluation; laboratory testing is performed using ASTM, AASHTO, and other applicable specifi cations and guidelines; environmental engineering including Phase II investigations for hydrocarbons and heavy metals, methane testing, soil vapor monitoring; and construction materials testing and inspections including mortar, masonry, concrete, reinforcing steel, soils, welding, fi reproofi ng, rebar, aggregate, asphalt, and structural steel.
Relevant Project Experience with the City of Santa Ana
• Civic Center Drive Repavement
Coast Surveying (Surveying, Mapping)
Founded in 1981, Coast Surveying, Inc. (Coast) specializes in surveying, mapping, aerial photogrammetry, and right-of-way mapping. Approximately 95% of the fi rm’s work is for public agencies throughout Southern California. Coast is certifi ed DBE, SBE, and MBE and has a staff of 20 with four highly qualifi ed and licensed professional land surveyors. Coast has built a solid reputation by consistently performing quality services, responding immediately to client requests, and delivering timely and budget-sensitive projects. The fi rm has supported numerous clients on project sites, and depending on the requirement’s urgency, survey crews’ mobilization has occurred within 24 hours of the ‘notice to proceed.’ At Coast, their mission is to perform all work at a level that exceeds the standard level of care for the surveying profession. This objective encompasses making quality control checks at every stage of every project, from initial scope review and cost estimating, through fi eld surveying and the generation of deliverables, to fi nal invoicing.
Coast employs proven project control methods for both fi eld surveys and offi ce tasks. They believe that every Coast team member has a role in ensuring the information we deliver to our clients is the requested information and delivered on schedule and within budget.
Coast has found that no single surveying task is the same as another. They are fl exible to adapt methods and quality controls to fi t each challenge. This approach is critical to successfully meet clients’ needs.
Relevant Project Experience with IDS
• Los Angeles World Airports - Roadways, Utilities, and Enabling (RUE) Projects City Council 20 – 644 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFQ NO. 23-030
IDS CIVIL ENGINEERING AND E/A SUPPORT TEAM
Nathan Kerstiens, PE, QSD/QSP*
Civil Engineer
John Silber, AIA*
Lead Architect
Jaime Rosenbach, PE, SE*
Lead Structural Engineer
Jason Wetterich, PE*
Civil Engineer
Shelley Sivak, RA, LEED AP
Architect
Victor Mercado, MS, SE
Structural Engineer
Abbegail Roman-Esperanza, EIT*
Senior Civil Designer
Song Brandner, RA, LEED GA
Architect
Steve Uthoff, PE, SE
Structural Engineer
Harry Nguyen
Civil Designer
Gill Iradukunda
Civil Designer
Ghazaleh Laleh, PhD
Structural Designer
Joy Lyndes, PLA, FASLA*
Landscape Architect
Faisal Dakhil, BSCE, MSCE
Cost Estimator
Darin McKee
CAD Designer - BIM
Darren Smith, PE, BEAP*
Lead MEP Manager
Mike Lin, PE
Mechanical Engineer
Joyeuse Dufitumukiza, PE
Electrical Engineer
Manolito Ocampo, PE*
Lead Electrical Engineer
Bob Kramer
Electrical Project Manager
Michael Reed
Lighting Project Manager
*Key Staff
ORGANIZATIONAL CHART
IDS Group will provide services specifi c to the project scope requirements. Our experience has been to furnish the most expeditious and effi cient team to reduce response times and include support for key stakeholders to achieve a collaborative successful project.
AESCO
Geotechnical and
Environmental Engineering
Land Surveying
City Council 20 – 645 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
Adrian Anderson, PE
Associate Principal / Civil Project Manager
Nathan Kerstiens, PE, QSD/QSP
Civil Engineer
Education
BS, Civil Engineering,
California State University,
Long Beach
Professional Credential
Civil Engineer, CA #60955
Education
BS, Civil Environmental Engineering,
University of Southern California
Professional Credentials
Civil Engineer, CA #68486
Storm Water Pollution Prevention
Plan (SWPPP)
Qualified SWPPP Developer (QSD)
Qualified SWPPP Practitioner (QSD)
CA, #23488
Adrian has over 25-years of experience with various street improvement projects ranging from new roadway alignment studies, to widening and rehabilitation, ADA access, and active transportation. He leads the civil engineering group at IDS overseeing PS&E tasks, project reports, and other civil documents.
Relevant Project Experience
• Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Paving & Street Design
• Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Security & Gate Improvements
• Riverside County Sheriff Dept., Coroner Facility Parking Lot Improvements, Drainage, and Water Quality
• City of Orange Water Division Warehouse Replacement & Relocation
• Pierce College Storm Water Implementation
• Cal Poly Pomona Arabian Horse Center Restoration Storm Drain System and Treatment
Mr. Kerstiens provides advance knowledge of civil engineering design and technical guidance to the civil and CAD production teams. He brings quality to each project undertaken at IDS from design through construction.
Relevant Project Experience
• Los Angeles World Airports (LAWA), Roadways, Utilities & Enabling Projects, Security & Gate Improvements
• Topanga Elementary Charter School Access Design, Paving and Drainage Improvements
• City of Chino, Riverside Drive ADA Access Ramp
• City of Chino, Pipeline Ave ADA Access Ramp
• County of Orange Yale Navigation Center
• Martin Luther King Jr. Medical Center Storm Water Quality Treatment Plans
City Council 20 – 646 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
Jason Wetterich, PE
Civil Engineer
Abbegail Roman-Esperanza, EIT
Sr. Civil Designer and Storm Water Compliance
Education
BS, Civil Engineering,
California State University,
Long Beach
Professional Credential
Civil Engineer, CA #C94131
Education
Bachelor of Science,
Civil Engineering,
University of the Philippines
Professional Credential
Engineer-in-Training (EIT)
Jason is highly skilled in civil design where his expertise is in grading, hydrology and water quality management studies for both public agency and private projects. He utilizes both Civil 3D and AutoCAD for production work on a daily basis.
Relevant Project Experience
• Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Paving & Street Design
• Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Security & Gate Improvements
• Riverside County Sheriff Dept., Coroner Facility Parking Lot Improvements, Drainage, and Water Quality
• City of Orange Water Division Warehouse Replacement & Relocation
• Mt. San Antonio College Sow Barn and Sheep Sorting Pens Low Impact Development (LID) and Drainage Improvements
Ms. Roman-Esperanza leads IDS’ civil team in the design of storm drains and water quality and quality control of project that entail storm water design and studies. She is a thoughtful team player who takes a proactive and engaged approach to working with her colleagues and public agency stakeholders.
Relevant Project Experience
• Riverside County Sheriff Dept., Coroner Facility Parking Lot Improvements, Drainage, and Water Quality
• Pierce College Storm Water Implementation
• Mt. San Antonio College Sow Barn and Sheep Sorting Pens Low Impact Development (LID) and Drainage Improvements
• Cal Poly Pomona Arabian Horse Center Restoration Storm Drain System and Treatment
City Council 20 – 647 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
Education
Master of Architecture,
Southern California
Institute of Architecture
Professional Credential
Architect, CA #C15573
John Silber, RA
Lead Architect
Mr. Silber has been an active member of the architecture and urban design of Southern California for more than 30 years. As an awardwinning architect John’s experience covers a broad range of urban projects, including a number in areas of special interest, such as the link public education creates between culture and economic vitality.
Relevant Project Experience
• Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Security & Gate Improvements
• City of Orange Water Division Warehouse Replacement & Relocation
• City of Irvine Bill Barber Park Shade Structure
• City of Norwalk Transportation & Public Facility Improvement • City of Commerce Veterans Memorial Park Recreation Center Education
Master of Science,
Civil Engineering,
University of Southern California
Bachelor of Science,
Civil Engineering,
University of Southern California
Faisal Dakhil, BSCE, MSCE
Cost Estimator
Mr. Dakhil has over 30 years of pre-construction, construction management, and estimating experience in a wide spectrum of projects ranging in values from $1 million to more than $250 million. As Senior PM and Chief Estimator, Faisal has accumulated a long track record of successful jobs coming in under budget and on-time, resulting in substantial savings for the clients.
Relevant Project Experience
• Mt. San Antonio College Sow Barn and Sheep Sorting Pens Low Impact Development (LID) and Drainage Improvements
• County of Orange Yale Navigation Center
• City of Glendora Finkbiner Park, Glendora, CA
• City of Commerce Veterans Memorial Park Recreation Center • City of Irvine, Bill Barber Park Shade Structures, Irvine, CA City Council 20 – 648 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
Education
Doctorate, Structural Engineering,
Cornell University
MS, Structural Engineering,
Cornell University
BS, Civil Engineering,
Cairo University
Professional Credentials
Civil Engineer, CA #C-43988
Structural Engineer, CA #S-3680
LEED Accredited Professional
Dr. Hilmy has over 29 years of experience in structural engineering design and analysis and project management. Mr. Hilmy specialties are related to providing organizational leadership with a focus on quality control in the delivery of construction documents as well as excellent customer service.
Relevant Project Experience
• Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Paving & Street Design
• Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Security & Gate Improvements
• Riverside County Sheriff Dept., Coroner Facility Parking Lot Improvements, Drainage, and Water Quality
• City of Orange Water Division Warehouse Replacement & Relocation
• Pierce College Storm Water Implementation
• Cal Poly Pomona Arabian Horse Center Restoration Storm Drain System and Treatment
Said Hilmy, PhD, PE, SE, LEED AP
Principal / Contract Administrator
With over 32 years’ experience in the field of structural design, Mr.
Rosenbach has been involved in the design of new structures, evaluation and retrofit of existing structures, remodels and modernization of existing buildings, and has conducted and reported numerous forensic seismic investigations. Jaime has extensive field experience having provided construction administration services as well as code compliance review services and plan check services for numerous projects.
Relevant Project Experience
• Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Paving & Street Design
• Topanga Elementary Charter School Access Design, Paving and Drainage Improvements
• Santa Ana River Crossing Bridge Structural Assessment | Riverside County, CA
• City of Orange Water Division Warehouse Replacement & Relocation
Jaime Rosenbach, PE, SE
Lead Structural Engineer
Education
MS, Structural Engineering,
California Polytechnic
University, Pomona
Professional Credentials
Structural Engineer, CA
#S5186
Civil Engineer, CA #C42855
City Council 20 – 649 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
Victor Mercado, PE, SE
Structural Engineer
Education
Master of Science, Civil
Engineering, University of
California, Irvine
Professional Credential
Professional Structural Engineer,
CA #S5020
Professional Civil Engineer,
CA #C46592
Mr. Mercado is a 20+ year veteran at IDS Group with hands-on experience in structural design of steel structures, concrete frame or shear wall structures, masonry structures and timber structures for community-oriented projects.
Relevant Project Experience
• City of Orange Water Division Warehouse Replacement & Relocation
• Mt. San Antonio College Sow Barn and Sheep Sorting Pens Low Impact Development (LID) and Drainage Improvements
• County of Orange Yale Navigation Center
• County of Orange Public Works Tier 1 & Tier 3 Assessment of Buildings 10, 11A, 11B, 12A, 12B & 14
• City of Commerce Veterans Memorial Park Recreation Center Mr. Michnewich is a licensed Structural Engineer in California with eight years of experience in design and analysis of buildings. His areas of expertise include seismic evaluation and retrofit of existing buildings, and new construction of concrete and steel buildings. Matt’s passion for seismic engineering and extensive knowledge of both structural behavior and building codes have quickly made him a leader on important and complex projects.
Relevant Project Experience
• Topanga Elementary Charter School Access Design, Paving and Drainage Improvements
• City of Orange Water Division Warehouse Replacement & Relocation
• Cal Poly Pomona Arabian Horse Center Restoration Storm Drain System and Treatment
• Los Angeles County Probation Department - Los Padrinos Parking Garage No. 18 Building Evaluation
Matthew Michnewich, MS, SE
Structural Engineer
Education
MS, Civil Engineering, Rensselaer
Polytechnic Institute
Professional Credentials
Professional Structural Engineer,
CA #S6747
Professional Civil Engineer,
CA #C84504
City Council 20 – 650 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
Mr. Ocampo has 33 years of electrical engineering experience and presently holds seven (7) professional electrical active professional registrations in the United States. Manny has provided electrical engineering consulting services to public and private agencies for municipalities, building assessments, warehouses, tilt-ups buildings, office buildings, high rise and mid-rise buildings, mixed use buildings, hospitals, clinics, shopping centers, restaurant chains industrial buildings and power generating plants. His expertise includes electrical design, and power plants construction, inspections, QA/QC and audits.
Relevant Project Experience
• Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Security & Gate Improvements
• Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Shell Station Electrical Improvements
• Riverside County Sheriff Dept., Coroner Facility Parking Lot Improvements, Drainage, and Water Quality
• City of Orange Water Division Warehouse Replacement & Relocation
Manny Ocampo, PE
Lead Electrical Engineer
Education
Bachelor of Science,
Electrical Engineering, in
Holy Angel University in the
Philippines
Professional Credential
Professional Electrical Engineer,
CA #C16367
Darren Smith, PE, BEAP
Lead MEP Manager
Education
Bachelor of Science,
Mechanical Engineering,
California State Polytechnic University,
Pomona
Professional Credential
Professional Mechanical Engineer,
CA #M30841
Darren Smith is a registered mechanical engineer with more than 23 years of experience in both design bid build and design build projects.
Darren is a very experienced design engineer and project manager with extensive experience in designing and managing numerous construction projects requiring strong cross communication at various levels of project ownership.
Relevant Project Experience
• Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Paving & Street Design
• County of Orange Yale Navigation Center
• Mt. San Antonio College Sow Barn and Sheep Sorting Pens Low Impact Development (LID) and Drainage Improvements
• Department of General Services Junipero Serra State Offi ce Building
City Council 20 – 651 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
Education
Masters Landscape
Architecture, University of
Arizona
Professional Credential
Professional Landscape
Architect, CA: #4183
Joy Lyndes, PLA, FASLA
Landscape Architect
Ms. Lyndes brings a broad range of municipal, local and state agency expertise specializing in transportation and facilities planning, design and construction oversight of complete streets, facilities programming and smart growth. Her practice focuses on health and wellbeing as one of the key priorities of our community regeneration framework, fostering long-term health outcomes in our neighborhoods and public spaces. Her experience includes landscape programming, planning, design, construction documents, and construction administration for local, State and Federally funded projects.
Relevant Project Experience
• County of Orange Yale Navigation Center
• Aerospace Corporation Pocket Park, El Segundo, CA
• Leo Carrillo Historic Ranch Park, Carlsbad, CA
• University of Arizona Bryant Banister Laboratory of Tree Ring Research, Tucson, AZ
Education
AA, Architectural Engineering
Technology, Central New Mexico
College
Professional Credential
NABCEP Certification for
Photovoltaic System Design &
Installation
Bob Kramer has 39 years of experience of diverse electrical systems including solar photovoltaic, solar thermal, architectural lighting, and electrical, instrumentation, and power distribution engineering design with automation layout in AutoCAD. His expertise is refl ected in solar photovoltaic, lighting and power distribution, electrical feasibility studies, building automation systems, fi re alarm systems, and medium voltage (2.4kV-5kV-12kV) utility infrastructure distributed on upgrade projects.
Relevant Project Experience
• Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Shell Station Electrical Improvements
• City of Orange Water Division Warehouse Replacement & Relocation
• City of Costa Mesa Electric Vehicle Charging Station
• City of Irvine Great Park Photovoltaic Infrastructure Development
Bob Kramer
Electrical Project Manager
City Council 20 – 652 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
Los Angeles World Airports - Roadways, UƟ liƟ es, and Enabling Projects IDS is working with the prime consultant on street improvements that serve the area adjacent to the proposed Los Angeles International Airport (LAX) Consolidated Rental Car (ConRAC) and surrounding facilities. This project is an important component of the Los Angeles World Airports (LAWA) Landside Access Modernization Program (LAMP). The roadway improvements
design will reduce congestion and enable passengers to
efficiently access LAX, provide direct connections from the local highways to the ConRAC and surrounding facilities, and reduce traffic impacts to local communities. The La Cienega Boulevard & Century Boulevard intersection will be rehabilitated and restriped, within existing curb limits, to improve traffic flow through the area.
Improvement include new traffic signal heads, poles, and mast arms, the addition of audible pedestrian signals, loop detectors, update of the regulatory signage to agree with the revised striping configuration, and curb ramp and crosswalk redesign.
Los Angeles World Airports - Security and Gate Improvements Engineering design for security improvements to the perimeter gates and posts at eight (8) LAWA and Airport Police operated locations and three (3) tenant operated locations. • Gates/Posts upgraded to include one set of K-12 (M50) certifi ed crash gates (17 total) and controls designed for installation along the perimeter of the airside or the landside approach. • Relocation of gate arms to be outside the rolling gates such that the gate arm will be the fi rst gate that vehicles approach to prevent casual contact with rolling gates. • Utility mapping
• LED lighting
• Upgraded cameras for each of the posts and gates, excluding tenant gates. • Intercoms for security posts upgrades
• Coordination with multiple stakeholders and community groups.
Los Angeles InternaƟ onal Airport Infrastructure Upgrades IDS working with the prime consultants for two critical infrastructure projects which service LAX: Airport Police and tenant operated locations and the re-establishment of permanent power to a Shell Gas Station for the 98th Street Duct Banks.
Key Staff : Adrian Anderson, Jason Wetterich, Nathan Kerstiens, Harry Nguyen, Victor Lopez, Jaime Rosenbach, Darren Smith, Joyeuse Dufi tumukiza, Manny Ocampo, John Silber, Shelley Sivak, and Michael Reed
Project Dates: 2021 - On-going
Contract Amounts: $330,000 (street improvements) | $389,458 (security & gates) | $13,001 (Shell Gas Station)
Client References: Christian Saad (Commercial Manager for ARUP on behalf of LAWA for the Street Improvements and Infrastructure Upgrades) Phone: (310) 578-4400; Anthony Kirby (Principal for ARUP on behalf of LAWA for the Security and Gate Improvements Project) Phone: (310) 343-2616 | Email: [email protected]
Relevant Experience
Los Angeles World Airports, Infrastructure Improvement Projects | Los Angeles, CA • Civil Engineering
• Street Rehabilitation /
Improvements
• Mechanical, Plumbing, and
Electrical Upgrades
• Architecture
• Re-striping reconfi guration
• Coordination with multiple
agency and community
stakeholders
Project Relevance
City Council 20 – 653 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
Riverside County Sheriff ’s Department
Parking Lot Improvements for Coroner Bureau West Facility, Perris, California On-call task order contract with the Riverside County
Sheriff’s Department to provide civil engineering design services to redesign and grade the existing parking lot at the coroner facility in Perris, California. The 60,000 sf area is not paved and access to the parking lot is challenging especially flooding after a rain event. The IDS team is working with the agency to make needed improvements
including paving, proper grading, drainage, and striping for the parking lot.
Key Staff : Adrian Anderson, Jason Wetterich, Harry Nguyen, Abbegail Roman-Esperanza, Gill Iradukunda, Alan Lopez, Manny Ocampo, and Robert Perez
Project Dates: June 2021 - on-going
Contract Amount: $99,654
Client Reference:
Riverside County Sheriff ’s Department
Ramon Tadrous, Director
Project Management Offi ce
Phone: (951) 955-5951
Email: rtadrous@riversidesheriff .org
• Civil Engineering
• Land Surveying
• Geotechnical Study
• Civil Improvement Plan
• Water Quality Management
Plan
• Storm Water Management
Plan (SWPPP)
• Electrical Improvements
• Construction Phase Services
Project Relevance
City Council 20 – 654 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
City of Orange Water Division | Warehouse RelocaƟ on
Orange, California
The IDS team is currently providing engineering
design services for the replacement and relocation
of the City of Orange Water Division warehouse.
The existing warehouse location is now home
to the City’s new Fire Department Headquarters
located at 105 South Water Street. The warehouse
will be relocated to 1130 E. Almond Avenue.
Warehouse Key Elements:
• 5,000 sf building built on the southeast portion
of the Water Division’s existing yard on
E. Almond Avenue
• The covered structure over the outdoor
materials for asphalt, backfi ll, gravel, and
spoils will be in compliance with the National
Pollutant Discharge Elimination System
(NPDES)
• The covered structure will be designed to
address water pollution by regulation at the
point source and minimizing erosion runoff
into the storm drain system.
Key Staff : Adrian Anderson, Jason Wetterich,
Joyeuse Dufi tumukiza, Matthew Michnewich, Victor
Mercado, Bob Kramer, Manny Ocampo, John Silber,
and Song Brandner
Project Dates: 2020 - on-going
Contract Amount: $260,258
Client Reference:
City of Orange
Jeannette Guereca, PE
City of Orange
Phone: (714) 744-5525
Email: [email protected]
• Essential Service
Facility
• Civil Engineering
• Land Surveying
• Grading Plan
• Vehicular
Circulation Plan
• Water Quality
Management
Report
• Specifi cations
• Structural
and Electrical
Engineering,
Architectural
Design Services
• Cost Estimates
• Construction
Documents
Project Relevance
City Council 20 – 655 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
Los Angeles Community College District | Pierce College Stormwater ImplementaƟ on Woodland Hills, California
On-call task order contract with the Los Angeles Community College District to provide civil engineering design services for a stormwater bio-filtration capture and use program. The project is located in the northeast and south portion of the Los Angeles Pierce College (LAPC) campus. The program consists of three projects, which includes: 1) the Northeast North – Storm Water Implementation, 2) the Northeast South – Storm Water Implementation, and 3) Stadium Parking Lot 5 Bio-filtration.
Key Staff : Adrian Anderson, Abbegail Roman-Esperanza,
and Shelley Sivak
Project Dates: August 2022 - on-going
Contract Amount: $1,460,435
Client Reference:
Los Angeles Community College District
Alex Hoss, AIA
Regional Program Manager
Phone: (858) 774-1779
Email: [email protected]
• Civil Engineering
• Land Surveying
• Utility Infrastructure Analysis
• Civil Improvement Plan
• Storm Drain Improvement
Plan
• Specifi cations
• City of Los Angeles
Encroachment Permit
• Agency Plan Approval
• Construction Phase Services
Project Relevance
City Council 20 – 656 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
CITY OF CHINO | STREET REHABILITATION PROJECTS, Chino, CA Riverside Drive Street RehabilitaƟ on and ADA Ramps
IDS provided civil engineering and land surveying
services to assist the city in their efforts to rehabilitate approximately one mile of Riverside Drive between Fair
Oaks Avenue and Central Avenue.
The civil engineering team was responsible for preparing street improvement plans to construct over sixty (60)
directional ADA ramps at eight (8) intersections and
rehabilitation of approximately four thousand linear feet of Riverside Drive using a combination of grind & overlay and removal and replacement. The 40-page plan set
included enlarged intersection paving detail sheets,
enlarged individual ramp detail sheets, plan and profile sheets, typical cross section sheets, and signing and
striping sheet.
Pipeline Avenue and Ramona Street RehabilitaƟ on and ADA Ramps IDS provided civil engineering and land surveying services to assist the city in their efforts to rehabilitate portions of Pipeline Ave and Ramona Ave and construct new access
ramps in the City of Chino.
The scope of work included collection of field data and topographic and boundary survey mapping. IDS survey
crew was responsible for the collection of field data using conventional survey methods and our office survey team
was able to prepare a topographic base map survey
which allowed for the design and preparation of street
improvement plans. Additional responsibilities included perpetuating existing centerline monuments, setting
accessory monuments, and filing records with the County Surveyor’s office.
IDS’ civil engineering team was responsible for preparing street improvement plans to construct over thirty (30) directional ADA ramps at seven (7) intersections and rehabilitate portions of the existing street where necessary. The plan set included enlarged individual ramp detail sheets, typical cross section sheets, and signing and striping sheets.
Key Staff : Nathan Kerstiens
Project Dates: 2017 - 2020 | Contract Amount: $153,749
Client Reference: City of Chino | Ms. Karen Campbell, Project Manager Phone: (909) 334-3250 | Email: [email protected] City Council 20 – 657 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
d. Understanding of Need
Project Management Work Plan
IDS’ current and projected backlog of projects will enable us to provide an effi cient turnaround. We are suffi ciently staff ed with licensed engineers and designers and architects, and our team has the required specialized and in-depth resources necessary to ensure that project assignments will be performed according to schedule.
Methodology
IDS is committed to an architecture that is practical, innovative, sophisticated, and relevant to our place and time. We follow three general rules in our approach for a successful completion of a project:
• Understanding of the City’s Goals related to the specifi c project (task order) • Provide proactive communications during the evaluation or design process • Verify and measure the achieved goals
Management Plan: IDS will work within the City standards and guidelines to ensure project success from design through completion. Our Management Plan is based upon a hierarchical team approach and is led by the corresponding Project Manager. In this management plan, the Project Manager will assemble a project team for each project assignment, matching the special capabilities of our staff and / or consultants with the requirements of the project. The Project Manager is committed to meeting staffi ng and schedule requirements necessary for successful project completion.
Project communication begins with establishing project responsibilities, organizational structure, and clear lines of reporting within the consulting team. Based on our experience in similar projects, we have developed a clear and effi cient management procedure for our services.
The Project Manager will:
• Provide a licensed Project Engineer with extensive related work experience and training to meet the project needs.
• Ensure that the team is supported with the commitment of necessary resources of the fi rm(s) to respond to the project needs for a successful project completion, ensure that qualifi ed professionals with related work experience will be assigned for design review and design services respectively.
Providing a collaborative
Meeting Schedule partnership with the City
Meeting Budget
Quality
Responsiveness
City Council 20 – 658 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
• Develop the project schedule and monitor the progress of the project through standing team meeting and monitor the review budget at various stages. Provide progress reports and facilitate the review of the work.
• Monitor the technical performance of the project team, ensure quality and consistency (QC), and ensure detection and resolution of project performance issues before they become problems. • Ensure that the City is clearly informed of the progress and status of the project. • Enhance working relationships of team members and the City.
QUALITY ASSURANCE / QUALITY CONTROL
Our program requires the review of all architectural/engineering work by a QC Manager, who is qualifi ed in these types of reviews. The main objective of this program is to satisfy the City’s expectations for quality work from our design team and to limit the exposure of the City to problems that may arise during construction. The QC Manager and will be in continuous contact with our project manager throughout the progress of the assessment and design.
Our practice stresses response to project requirements, adherence to applicable codes and regulations, developing work products consistent with standards prevailing in the profession, and producing reports conforming to our established in-house standards.
Throughout the course of the project, our Project Manager will be in continuous contact with our team members to ensure effi cient use of the capabilities of the entire team. The QC Manager will interact frequently with the City’s core group to ensure that we understand the requirements and preferences and to assure adherence to the project schedules and deliverables in a timely manner.
City Council 20 – 659 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
PROJECT CONTROLS
IDS provides skills and decision-making capabilities honed from many years of experience serving our clients. The overarching goal will be to ensure that project work is performed in strict accordance with contract documents, the project’s schedule and budget, and governmental requirements. These services will primarily fall within the following four functional categories:
• Cost Management: Provide accounting guidelines and budgets, establish cost control mechanisms, provide forecasts, validate project estimates, develop estimates, and negotiate change orders, analyze cash fl ow, generate change order contingency reports, and develop estimates for alternative strategies for cost reduction scenarios.
• Time Management: Ensure timely decision-making and actions regarding RFIs, submittals, schedule development, schedule review, monitoring of schedule resources and analysis of time extension requests.
• Quality Management: Provide quality assurance and control functions necessary for constructability review and inspection. Enforce codes, regulations, design criteria, and safety requirements; and • Project/Contract AdministraƟ on: Ensure that all the administrative tasks that must take place during project execution are accounted for.
PROJECT BUDGET & COST CONTROL
IDS believes that a comprehensive project budget should addresses all phases of the project and that a Cost Account Structure will be established so that costs are distinguishable at all levels of management. This budget will track costs performed from design through construction and actual costs invoiced through progress payments. The budget will be further refi ned as design activities continuous throughout the project and cost data becomes available. This process provides the City the ability to verify adherence to the project budget and scope of work.
PROJECT REPORTING PROCEDURES
IDS will provide reports that compare budget to actual costs, analyze cash fl ow and identify trends, present budget and schedule forecasts to the identifi ed milestones. The reporting systems will include summaries and graphics. Reports will be designed to provide information at the diff erent levels of detail required by the City’s staff , or other project participants and decision-makers.
Our profi ciency with the industry’s scheduling tools, such as PlanSwift® and Microsoft Project, enable us to control any project’s time functions. Moreover, IDS has successfully used cost control systems on numerous projects. We have identifi ed, captured, reported, and controlled costs using PlanSwift® and other clientrequired systems. The project controls systems can be set up on a facility-commodity basis such that roll-up reports can be created giving visibility to individual facility or individual commodity status.
City Council 20 – 660 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
VALUE ENGINEERING, LIFE CYCLE COST ANALYSIS, AND BID ALTERNATE DESIGNATION IDS performs in-house cost estimates to identify
opportunities for alternate bids that will provide
fl exibility for our clients as they balance between
the project scope for construction and the cost
of construction.
The fi rst path to value engineering savings is
constructability. Our construction cost estimator
provides an internal constructability review.
which will allow the design team to eliminate
scope that will later prove to be impractical to
build and therefore costly.
The second path to value engineering is the
search for alternates that provide nearly equal
performance at less initial cost. When considering
these initial cost savings, IDS provides a life
cycle cost analysis of the alternatives so that our
clients can make informed choices.
Value Engineering Project Example: The City of Rancho Santa Margarita City Hall and Bell Tower Regional Community Center required repairs due to water intrusion. IDS was retained as the architect of record (AOR) for the project. The initial cost estimates indicated that the project would come in signifi cantly over budget.
IDS value engineered portions of the work with alternative designs and determined constructability savings for the city. Prior to bidding, IDS identifi ed add alternates in the bid documents. The project was on a $1,800k construction cost trajectory, however, due to the IDS team’s value engineering eff orts, the City awarded a contractor who bid of $1,450k.
APPROVAL PROCEDURE
Eff ective construction management requires accurate and thorough communication and documentation management. IDS will serve as the communications liaison between the City’s staff and the project contractor. We will provide fi eld support to assist in an expedited review of construction-related issues such as Requests for Information (RFI), Submittals, Quality Control defi ciencies and Change Orders.
We will focus on adherence to formal procedures for logging, reviewing, processing, and expediting approvals.
e. Willingness to Comply with Agreement Terms
IDS’ Associate Principal / Civil Project Manager, Adrian Anderson and Principal, Said Hilmy have reviewed the sample master agreement. IDS takes no exception to the master agreement.
City Council 20 – 661 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
f. References
The following public agencies have done business with IDS in the last fi ve years where the scope of services are similar to the City of Santa Ana On-Call Engineering Services.
Riverside County Sheriff ’s Department
Parking Lot Improvements for Coroner Bureau West Facility, Perris, California On-call task order contract with the Riverside County Sheriff’s Department to provide civil engineering design services to redesign and grade the existing parking lot at the coroner facility in Perris, California.
Client Reference:
Riverside County Sheriff ’s Department
Ramon Tadrous, Director
Project Management Offi ce
Phone: (951) 955-5951
Email: rtadrous@riversidesheriff .org
City of Lancaster | El Dorado Park
The IDS engineering team is working with the City of Lancaster on a phased planning and design for the El Dorado Park Improvements project. El Dorado Park is a vital community resource to the city.
Improvements are being done to enhance the environment which is located in a densely populated area surrounded by residential neighborhoods, an elementary school, and commercial businesses.
The project features a new community building, wellness stations, accessible walkways, skate park, plaza seating with overhead shade structure, and splash pad.
Client Reference:
Mr. Adam Lewis, City Engineer
Phone: (661) 723-6009
Email: alewis@cityofl ancasterca.gov
Los Angeles Community College District | Pierce College Stormwater ImplementaƟ on Woodland Hills, California
On-call task order contract with the Los Angeles Community College District to provide civil engineering design services for a stormwater bio-filtration capture and use program.
Client Reference:
Los Angeles Community College District
Alex Hoss, AIA
Regional Program Manager
Phone: (858) 774-1779
Email: [email protected]
City Council 20 – 662 5/16/2023
2. Scope of Services and Schedule
City of Orange Water Division
Warehouse Replacement and Relocation
City Council 20 – 663 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
Scope of Services
IDS’ approach to all task order assignments will be to act as the City’s Engineering Design consultant for all design and approval-related activities. The discussion of scope of work and services below are general and would need to be modifi ed to suit each specifi c project assignment. The following paragraphs contain the basic steps to take a project from conception to bidding. Note that not all projects will involve all steps, projects that consist only of studies or due diligence report will of course have diff erent deliverables as outlined in the City Guidelines of projects delivery.
SchemaƟ c Design
• Field Review/Code Compliance: Research project scope thorough fi eld review and interviews with key stakeholders. The fi ndings of the fi eld review and interviews will be compared to the relevant materials furnished by the city and to applicable codes including current ADA codes. • Schematic Design: Develop schematic designs and associated cost estimates for the project.
The schematic designs will form the basis of initial presentation and review. The schematic designs will also be utilized to develop environmental technical studies and subsequent environmental documents.
• Incorporate Plans with City’s Standards: The fi nished plans will be prepared consistent with the City’s business standards.
Design Development
• Experienced Team: Mobilize a team of experts suited to the project scope, immediately following the approval of the conceptual design and authorization of a design contract. The team will be led by the project manager with oversight from the supervising principal. • Kick-off Meeting: Assemble the project team with the City’s representatives for a project kickoff meeting during which the conceptual design will be reviewed, and a timeline for the design development phase and construction document phase will be established. • Meeting with Stakeholders: Meet with all project stakeholders and review agencies to update all project scope aspects and to establish a sequence for the project review and approval, such that all reviews proceed in a logical fashion to minimize confl icting review comments and schedule impacts.
• Progress Meetings: Maintain a regular schedule of progress meetings throughout the design progress. A schedule of milestone progress submittals will also be established based upon the scope and the most logical sequence to fast-track the design process.
City Council 20 – 664 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
• Milestone Review: Hold milestone reviews. All milestones will conform to the approved schedule and will conclude with a team meeting to solidify the direction of the design. • Coordination: Coordinate with all internal review staff and document and track comments for incorporation into the fi nal design. Any deviations from the original scope documents or deviations from design standards will be immediately reported and confi rmed with the design team.
Throughout the design development phase, we will aggressively coordinate with all agencies having jurisdiction.
• Documents delivered at 80% Progress Set: At the 80% of Design Development progress, we meet with the City to review the 80% progress set of design development documents. We will implement any changes required.
• Critical Path Schedule: We will assist in the coordination of a Critical Path Schedule for construction. • Completion of Design Development: At 100% of Design Development, we will deliver the Design Development progress set as hard copies, AutoCAD, and PDF fi le format.
ConstrucƟ on Documents
• CD Development: Proceed with preparation of construction documents upon authorization from the City after completion of design development.
• Construction Documents: Delivered documents will be as set forth in the scope of work and will include required building permit review/responses and permit ready documents. • Preconstruction Review: Execute a comprehensive pre-construction review of the project to avoid any confl icting design issues, or specifi cation misinterpretations or plan ambiguities. The extensive construction experience of the IDS staff will be particularly benefi cial in this respect. • Cost Estimate: Issue a fi nal construction cost estimate and schedule along with the completed construction documents including specifi cations.
Bidding Assistance
• Bid Review: Assist in bid review and award, following bid advertisement and acceptance. • Pre-Bid Meeting: We will attend the pre-bid meeting.
• RFI Response: Promptly respond to all Requests for Information during the bidding process and assist in Issuing Amendments if needed.
• Construction Observation | Administration
• Submittals: Diligently document all responses and record observations from all fi eld visits. • Contractor’s Pay Request: Assist in the evaluation of contractor pay requests and extra work authorizations if required.
• Inspection: Complete timely site inspections and attend site meetings. • Close-out: Assist with project punch lists and project close-out.
City Council 20 – 665 5/16/2023
4. Certifications
Los Angeles World Airports
Roadways, Utilities and Enabling (RUE) - Security and Gates Project City Council 20 – 666 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
City Council 20 – 667 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
City of Santa Ana RFP
Page A3-2
Appendix
ATTACHMENT 3-2: NON-LOBBYING CERTIFICATION
CERTIFICATIONS
The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that:
1. No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any federal contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any federal contract, grant, loan, or cooperative agreement.
2. If any funds other than federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence any officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this federal contract, grant loan, loan or cooperative agreement, the undersigned shall complete and submit a “Disclosure of Lobbying Activities”.
This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U. S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.
The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such sub recipients shall certify and disclose accordingly.
Firm
Signed and Printed Name:
Title
Date
IDS Group, Inc.
Principal
March 14, 2023
Said Hilmy
City Council 20 – 668 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
City of Santa Ana RFP
Page A3-3
Appendix
ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION
CERTIFICATIONS
The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows:
1. The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause.
2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin.
3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers’ representatives of the Consultant’s commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment.
4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor.
5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders.
6. In the event of the Consultant’s non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law.
7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted City Council 20 – 669 5/16/2023
City of Santa Ana | On-Call Engineering Services
RFP NO.: 23-030
City of Santa Ana RFP
Page A3-4
by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a sub-consultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States.
8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended,
No discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter.
Signed:
Title:
Firm:
Date:
Principal
IDS Group, Inc.
March 14, 2023
City Council 20 – 670 5/16/2023
Submitted by:
1 Peters Canyon Road, Suite 130, Irvine, CA 92606
T: 949.387.8500 F: 949.387.0800 www.idsgi.com
February 10, 2023
1 Peters Canyon Road, Suite 130 | Irvine, California 92606 | T: (949) 387-8500 | www.idsgi.com City Council 20 – 671 5/16/2023
EXHIBIT C
COMPENSATION
Consultant’s Fee Proposal including hourly rates if applicable City Council 20 – 672 5/16/2023
City of Santa Ana
On-Call Engineering Services
RFP #23-030
Submitted by:
1 Peters Canyon Road, Suite 130, Irvine, CA 92606
T: 949.387.8500 F: 949.387.0800 www.idsgi.com
Fee Proposal
March 14, 2023
City Council 20 – 673 5/16/2023
IDS GROUP, INC.
2023 Rate Sheet
Title - AssociaƟ on Hourly Rate
Principal $222
Associate Principal $208
Senior Project Manager | Associate $197
Project Manager $183
Senior Architect | Engineer $171
Senior Cost Estimator $158
Project Architect | Engineer $158
Designer Architect | Engineer $143
Engineering Designer - BIM $126
Architectural Job Captain | Designer $119
CAD Drafting Engineer | Architect $107
Office Administration $66
Expenses such as, but not limited to plan check fees, permits inspections, testing services, title company fees, special delivery charges, plotting/presentation boards, maps, aerial photographs, and reprographics / illustrations that may be required for community or other stakeholder presentations, shall be billed to the owner at Consultant’s direct cost plus 5%.
City Council 20 – 674 5/16/2023
CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND
TAIT & ASSOCIATES, INC. FOR ON-CALL ENGINEERING SERVICES THIS AGREEMENT is made and entered into on this 16th day of May, 2023 by and between TAIT & Associates, Inc. (“Consultant”), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (“City”).
RECITALS
A. On February 21, 2023 the City issued a Request for Proposal No. 23-030, by which it desired to retain a Consultant having special skill and knowledge in the field of:
Professional Engineering 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. 23-030.
C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-030, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in “Scope of Services - Exhibit A”, attached hereto and incorporated by reference, and as further described in Consultant’s Proposal, attached hereto an incorporated herein by this reference as “Consultant’s Proposal - 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 Consultant’s Fee Proposal, which is attached hereto and fully incorporated herein by this reference as “Compensation - Exhibit C”. Consultant is one of fifteen (15) separate consultants selected to provide services on an on-call basis under RFP 23-030. The total compensation for services provided by all consultants selected under RFP 23-030 shall not exceed the shared aggregate amount of $5,000,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below.
EXHIBIT 13
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b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. Notwithstanding any contrary terms contained within Consultant’s Fee Proposal, Consultant’s fees shall not exceed 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws.
3. TERM
This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to a one, two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.
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6. INSURANCE
Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the Consultant, its agents, representatives, employees or subcontractors.
a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that 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 $2,000,000 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 $2,000,000 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 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. d. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions:
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(i) 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 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, 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 City, its officers, officials, employees, and volunteers. Any insurance or selfinsurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.
(iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.
(v) Self-Insured Retentions. Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.
(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 City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims-made basis:
• The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
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• Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
• 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.
(viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix)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.
(x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
7. 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 City Council 20 – 679 5/16/2023
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.
8. 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.
9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement.
10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. “Confidential Information” shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City.
11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct City Council 20 – 680 5/16/2023
or indirect, which would conflict in any manner with performance of services specified under this Agreement.
12. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.
13. 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.
14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City’s ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City.
15. 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.
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b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.
16. 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.
17. 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.
18. 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.
19. 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
Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
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With courtesy copies to:
Nabil Saba
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-xx)
P.O. Box 1988
Santa Ana, California 92702
Fax:
To Consultant:
A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney’s fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.
[signatures on following page]
Jacob Vandervis
Chief Operations Officer & Vice President
TAIT & Associates, Inc.
701 Parkcenter Drive
Santa Ana, CA 92705
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EXHIBIT A
SCOPE OF SERVICES
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EXHIBIT B
CONSULTANT’S PROPOSAL
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Ma r c h 14 , 2 0 2 3
S u b m i t t e d B y :
T A I T & A s s o c i a t e s, I n c .
7 0 1 P a r k c e n t e r D r i v e
S a n t a A n a , C A
714 - 5 6 0 - 8 2 0 0
w w w . t a i t . c o m
R F P N O . 23 - 0 3 0 :
ON- C A L L E N G I N E E R I N G S E R V I C E S
C I T Y O F S A N T A A N A
S u b m i t t e d T o :
C i t y o f S a n t a A n a
A t t n . : S e a n T h o m a s
P u b l i c W o r k s A g e n c y ; M - 36
2 0 C i v i c C e n t e r P l a z a ; R o s s A n n e x S a n t a A n a , C A 9 2 7 0 1
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1. Statement of Qualifications
A. Cover Letter
March 14, 2023
City of Santa Ana
Attn.: Sean Thomas
Public Works Agency; M-36
20 Civic Center Plaza; Ross Annex
Santa Ana, CA 92701
RE: Request for Proposals (RFP) for On-Call Engineering Services, RFP No.: 23-030 Dear Mr. Thomas,
TAIT & Associates, Inc. (TAIT) is pleased to submit the enclosed Proposal in response to the City of Santa Ana’s (City) RFP for On-Call Engineering Services. TAIT has served the City on the previous On-Call Engineering Services contract and we’re looking forward to serving again. We are also currently serving on the City’s Water On-Call Engineering Services contract.
TAIT at a Glance. At TAIT, we have provided innovative engineering solutions to our clients for more than 59 years, with local headquarters right here in Santa Ana, CA. We understand that public projects have their own specific issues, and with 220 associates, we have the right blend of professional engineers, architects, surveyors, environmental assessors, and construction personnel with the experience necessary to address critical and big picture concerns. Since TAIT was founded in 1964 in Orange County, we have built mature relationships with state and local agencies throughout Southern California, and consistently create successful partnerships with the agencies for which we work.
Expertise and Experience. TAIT’s experienced personnel have expertise in the many facets of civil engineering, planning, and design services including, roadways, utilities, drainage, surveying, mapping, water quality, water, and wastewater, site development, site remediation, and fueling systems. We have extensive relevant design experience, including recent projects such as the City of Newport Beach’s Bonita Canyon and Ford Road Rehabilitation Project, City of Fullerton’s Jacaranda Neighborhood Rehabilitation & Sewer Replacement Project, City of Diamond Bar’s Drainage Improvement and Reagan & Peterson Parking Lot Rehabilitation Projects, and City of Chino’s Quadrant III Water Line Replacements, to name a few.
We are a selected consultant to provide similar On-Call Civil Engineering Services to the Cities of Newport Beach, Lake Forest, Irvine, Yorba Linda, Stanton, Seal Beach, Diamond Bar, Norco, and Chino, as well as providing OnCall Plan Check Services to the OCPW, among other agencies.
Project Team. TAIT has carefully analyzed and hand selected our proposed team for this on-call contract in order to provide the best services to the City of Santa Ana. The leadership includes Jacob Vandervis, PE, who is the Chief Operations Officer, will be the Principal-in-Charge/Project Manager, having 37 years of experience and the authority to negotiate the contract and lead the team to success.
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David Sloan, PE, Director of Engineering for TAIT will serve as an Lead Project Manager for the City’s projects.
David’s career has been rooted exclusively in the public sector. His background and experience with local federally funded public works projects, especially roadway improvements, will be invaluable to the City.
Mr. Todd Broussard, PE, QSD/P will act as TAIT’s QA/QC Manager for this contract. Todd will also act as the Alternate Project Manager should it be deemed necessary based on the project’s specific requirements. Todd has 36 years of experience in a variety of public works and private projects. He is also a certified QSD/P and is the best candidate to review the design documents for the City to ensure they are to the standards required and free of error prior to submittal to the City.
In addition to the noted Key Staff, TAIT boasts a wide array of 220 associates including Engineers, Architects, Surveyors, Storm Water Practitioners, Geologists, Contractor’s, and quality design engineers. The City can be assured that the necessary support and availability of staff will be provided on each contract that is assigned to us. For our as-needed sub-consultants, we’ve teamed with tried and true partners who have worked with TAIT on numerous projects. TJW offers thorough Traffic Engineering services, BTL performs precise Potholing and other subsurface investigations, GMU supplies expert geotechnical services, CDPC is our experienced Landscape Architecture consultant, LAE provides Federal Funding assistance, and Salas O’Brien for MEP consulting.
Scope of Work. It is understood that this engineering proposal is for an on-call contract that includes potential design services including street improvements, traffic engineering, storm drain improvements, sewer, water and wastewater improvements, as well as plan checks of the above-mentioned, and other engineering services associated with municipal public works. TAIT’s noted diverse staffing and background in multifaceted projects are ideally suited for the City’s wide range of anticipated needs and projects. Upon issuance of an RFP, TAIT will actively review the project requirements and will provide a project specific proposal for the City’s consideration.
We understand the Scope of Work includes all the services listed in Attachment 1 of this on-call RFP.
Commitment to Service. We aim to act as an extension of the City’s staff and place an emphasis on Customer Service which has been and will remain one of TAIT’s Corporate Goals “To Completely Satisfy our Customers”.
Jacob Vandervis is the authorized main point of contact for TAIT’s services and can be reached in our Santa Ana office at phone number 714-560-8200 ext. 677, email [email protected], and address 701 Park Center Drive, Santa Ana, CA, where the contract will be managed. We thank you for this opportunity to submit our qualifications and look forward to further discussing with you our capabilities and commitment to working with the City of Santa Ana.
Very truly yours,
TAIT & ASSOCIATES, INC.
Jacob Vandervis, P.E.
Chief Operations Officer and Vice President
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TAIT & Associates, Inc.
On-Call Engineering Services
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b. Contract Agreement Statement
TAIT concurs with all provisions as contained in the Agreement in Attachment 2 of the RFP. c. Firm and Team Experience
FIRM PROFILE
TAIT is a Southern California based, family-owned
engineering firm founded by Dr. Kenneth E. Tait, P.E.,
established in 1964, and incorporated in the State of
California. TAIT began as a design consulting engineering and land surveying firm dedicated to providing a range of quality services to our clients.
In the past 59 years, TAIT has grown to have 8 offices
throughout the Western United States, namely our
headquarter office in Santa Ana and regional offices in San Diego, Sacramento, Norco, Boise, Denver, Atlanta,
and Dallas. We have approximately 220 associates who
work together as a team to provide quality design
services throughout the Western United States.
Each project presents new challenges, and we use them as an opportunity to learn something new and apply that knowledge to future projects. Whether it is a new technical approach, a better management system, or simply improving our communication with clients, the end result is always improved service while strengthening our existing relationships with our clients. Our goal is to determine our client’s needs while acting as an extension of their staff. Our prime objective is to provide the highest quality professional and technical services in a responsive, cost effective, timely, and personalized manner.
Company Capabilities
TAIT’s multi-disciplined firm offers a full array of consulting services to public agencies and private development clients. More specifically, we offer project management, civil engineering, surveying, planning, entitlement, right of way engineering, and environmental investigation and remediation services. Within the Engineering Group, our in-house design and management services include:
✓ Public Roadway Rehabilitation, Widening, and New Construction ✓ Storm Drain Design and Hydrologic & Hydraulic Analysis ✓ Parks & Trails Planning and Design
✓ Water Quality Design & Review (LID Plan, SWPPP, etc.) ✓ Water & Waste Water Rehabilitation & New Construction ✓ ADA Accessibility Studies
✓ Structural Design & Architectural Services
✓ Public Improvement & Private Development Plan Checking ✓ Design Survey and Mapping Services
✓ Construction Management, Inspection & Surveying Services For this proposal we have focused our response on providing quality Civil Design Services. We can also offer other services, including water resources engineering, surveying, architectural design, project Our Corporate Headquarters—Santa Ana, CA
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TAIT & Associates, Inc.
On-Call Engineering Services
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management, planning, entitlement, right of way engineering, and environmental site investigations and remediation. Our company’s diverse expertise is expansive.
Strengths - What Sets Us Apart
TAIT has built a reputation of successfully managing projects from concept to completion, with both big company expertise and small company culture dedicated to customer service. We have specific expertise in public infrastructure development, land development, natural resource preservation, and environmental management. We also understand the tight time and money constraints under which our clients frequently operate, and strive to provide unique solutions that allow our client’s projects to be completed on time and within budget.
Company Location and Contact
We are headquartered in the City of Santa Ana, which is where the majority of our civil and surveying staff is located, including all of the staff identified in this SOQ. Our main office address and contact information is:
Jake Vandervis, PIC/Project Manager, Vice President/COO 701 N. Park Center Dr.
Santa Ana, CA 92705
p: 714/560/8200 ext. 677, e: [email protected]
PROJECT TEAM
Our local Key Personnel and Sub-Consultants for the TAIT Team are listed below with their positions and qualifications. Resumes of our team our located in the Appendix. We understand that team members may only be substituted with written permission from the City.
Name Classification/Designation Licenses/Registration
Years of
Experience
Availability
%
Jacob Vandervis, P.E. PIC/Project Manager CA No. C46301 37 10% Todd Broussard, P.E., QSD/P QA/QC Manager CA No C57144 36 10% David Sloan, P.E. Lead Project Manager CA No. C82595 16 20% Dennis Postler, P.E. Sr. Project Manager CA No. C46106 35 20% Bart Mink, P.E. Professional Engineer/PM CA No. C82953 25 35% Samantha Wohlfarth, P.E. Professional Engineer/PM CA No. C86126 11 35% Daniela Malott, P.E. Professional Engineer/PM CA No. C86581 11 35% Christopher Engelbach, E.I.T. Project Engineer E.I.T. 14 35% Michael Tran, E.I.T. Project Engineer E.I.T. 10 35%
Sequoia Shire, E.I.T. Project Engineer E.I.T. 8 35%
Michael Furlong, PLS Surveyor of Record CA PLS No. 8899 44 25% Reese Brashear, LSIT Field Party Chief CA LSIT No. 7868 20 25% Dan Hinson, Architect Project Architect CA No. C27416 30 10% TAIT Environmental Services
Sub-Consultants: TJW–Traffic Engineering, BTL–Subsurface Investigations, GMU–Geotechnical, CDPC-Landscape Architect, LAE–Federal Funding, MEP- Salas O’ Brien
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On-Call Engineering Services
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Organization Chart
The chart below summarizes our key personnel and their expertise and positions for this contract d. Understanding of Need
Public Works engineering contracts require careful planning, effective communication, and precise execution in order to avoid costly contract change orders or delays during the construction phase. In an effort to ensure consistent and excellent services, TAIT employs our proven 5 step project management protocol (Understand→Assign→ Plan→Execute→QA/QC) on each assigned contract. The scope and fee for this proposal has been presented in this manner in order to show our full understanding and commitment for the City’s planned project.
STEP 1 → UNDERSTAND:
Understanding the City’s Needs
To best understand the projects specifics needs, we first focus on what the City’s overall needs are for this contract and future contracts that will be required as part of the On-Call Contract. Based on our review of the City’s RFP, the following is our understanding of the City needs on this and future projects as compared to TAITs capabilities:
Principal-in-Charge
Jacob Vandervis, PE
Public Infrastructure & Roadways
David Sloan, PE, Lead Project Manager
Dennis Postler, Sr. Project Manager
Chris Engelbach, EIT, Project Engineer
Michael Tran, EIT, Project Engineer
Water, Wastewater & Drainage/WQ
Bart Mink, PE, Professional Engineer/PM
Samantha Wohlfarth, PE, Professional Engineer
Daniela Malott, PE, Professional Engineer
Sequoia Shire, E.I.T., Project Engineer
Sub-Consultants
TJW, Traffic Engineering
BTL, Potholing
GMU, Geotechnical
CDPC, Landscape Architecture
LAE, Federal Funding
Salas O’Brien, MEP
TAIT Engineering, Surveying, Architectural & Design Support Staff QA/QC Manager
Todd Broussard, PE, QSD/P
Other Technical Support
Surveyor
Michael Furlong, P.L.S.
Architect
Dan Hinson, Architect
Environmental
TAIT Environmental Services, Inc.
City Council 20 – 699 5/16/2023
TAIT & Associates, Inc.
On-Call Engineering Services
Page | 6
City of Santa Ana Needs: The TAIT Team Has:
➢ …a full services design consultant with
local experience who understands the
City’s needs, standards, and design
requirements.
✓ …Over 59 years of extensive local public
works design experience and understands
the City’s needs on this contract.
➢ …A Consultant who understands street
design as well as local pavement
rehabilitation needs and methodologies
for best implementation of the City’s
project requirements.
✓ …Assigned a design team and project
manager that have the extensive experience
implementing PMP/Geotechnical
investigations on projects. Further, Assigned
a qualified PM has worked for numerous
Cities on multiple types of contracts.
➢ …a consultant to prepare detailed and
accurate roadway design PS&E.
✓ …successfully completed multiple recent
local and federally funded street PS&E design
contracts
➢ …a consultant who can maintain the
proposed project schedule.
✓ … the staffing necessary to allocated the
required resources to meet and exceed the
City’s scheduling needs
➢ …a cost effective and high quality design.
✓ …placed and emphasis on design and
construction costs are emphasized
throughout the design and is included in
TAIT’s QA/QC Program in order to ensure
maximum value is retained by the City.
STEP 2 → ASSIGN:
TAIT will carefully reviewed the staffing needs and staff assignments for this project. Of notable importance in our approach to assignment a project-specific Project Manager who will best meet the City’s needs for the particular project assignment. Secondly, TAIT will select sub-consultant team members that we have successfully work with on other projects. As an example: LAE Associates could be designated to provide federal funding assistance consultant to ensure the City’s documents are processed and approved in a timely manner by Caltrans.
STEP 3 → PLAN (SCOPE OF WORK):
Upon selection of the design team for the contract, TAIT initiates the preparation of the detailed project scope of work tailored to the needs of the specific project requirements. (See Scope of Services section) STEP 4 → EXECUTE:
Upon issuance of the Notice to Proceed, TAIT will actively and effectively execute the scope of work for this contract. Our assigned project manager will stay in constant contact with the City and will remain available and responsive to the City’s needs through the life of the project. At the heart of each relationship and team member is effective communication of the roles & responsibilities, quality requirements and scheduling needs.
Finally, TAIT has clearly defined the scheduling needs on this contract and will communicate the deadlines and needs to each of the team members.
STEP 5 → QUALITY ASSURANCE/QUALITY CONTROL PROGRAM:
An important feature of our design process is our Quality Assurance/Quality Control (QA/QC) Program.
TAIT has established clearly defined quality control and quality assurance protocols set in place in the office. As part of our scope of services and fee proposal, we have set aside time to ensure that quality control is incorporated in to the contract.
City Council 20 – 700 5/16/2023
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On-Call Engineering Services
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TAIT assigns a QA/QC Manager to each project to ensure reviews occur prior to making submittals to the reviewing agency and the City is provided a quality design. Mr. D. Todd Schmieder, P.E. has been assigned to oversee TAIT’s QA/QC Program for this project. TAIT’s QA/QC Program focuses on the following four primary objectives:
• To ensure that a quality design has been provided by following our in-house design checklists • To verify that different design disciplines have been coordinated • To verify that the proposed improvements are constructible, and • To verify that a cost effective analysis approach was followed in achieving the client’s specific project goals and objectives.
TAIT utilizes a Total Quality Management approach. - TAIT’s philosophy is that quality control begins at day one and does not end until the project is constructed.
Quality Control is the responsibility of each and every team member. - It includes the selection of project team members who have demonstrated the ability to understand and apply the project objectives to achieve a specific goal. It requires continuous communications between all parties.
TAIT has developed internal design checklists. - Design checklists are used by our design team members as a component of our firm’s design process and not solely part of the QC process.
Timely Quality Control Reviews are provided. -Before plans are submitted to outside parties, TAIT’s QA/QC Manager or his designated QC team member conducts a thorough review to verify the quality, constructability and completeness of the submittal.
A typical TAIT QA/QC Program includes the following steps:
• Project Manager (PM) Transmits Design Documents to the QA/QC Manager - PM initiates the QC process at agreed upon project milestones.
• QA/QC Manager conducts initial review - The QA/QC Manager reviews the submittal with the PM to obtain project information and conducts a limited review on the submittal’s completeness.
• Review of the Submittal – The submittal is reviewed using TAIT’s internal checklists. Necessary corrections are identified on the submittal which is returned to the PM. • PM to Addresses QC Comments - The QA/QC Manager and PM review the QC comments to set a course of action. Any proposed Value Engineering (VE) measures are reviewed to determine the appropriate next step (i.e.: implement the VE measure, review the VE measure with the City, or conduct additional analysis to determine the feasibility and potential cost savings). The reviewed submitted is then returned to the design team. • PM finalizes Design Documents for Submittal to the Agency - The PM meets with the design team to monitor progress and verify incorporation of the QC comments into the design documents. Deviations from the QC comment are reviewed for acceptance.
City Council 20 – 701 5/16/2023
TAIT & Associates, Inc.
On-Call Engineering Services
Page | 8
RELEVANT PROJECT EXPERIENCE
On-Call Engineering Contracts
Ex: Orange County Public Works—On-Call Land Planning and Engineering Services
County of Orange, CA
TAIT & Associates, Inc. (TAIT) was retained by the County of Orange to provide On-call Land Planning and Engineering Services. TAIT also assists OCPW - OC Planned Communities in the review of development applications for new planned communities in South County, and in the evaluation of County owned properties for redevelopment opportunities. Since 2011, the TAIT team; consisting of Planners, Landscape Architects, Traffic Engineers, Civil Engineers, Storm Water Engineers, Geotechnical Engineers and Building & Safety Reviewers – have provided on-call services to the County for the review of environment planning documents, tentative and final maps, and Site Development plans for grading, buildings, landscaping, street (public and private) and storm drain improvements. Additional assignments have included the review of preliminary and final Water Quality Management Plans and the processing of Construction Permits for developer improvement plan. Engineering design services have included due diligent studies, cost estimates, site planning and infrastructure analysis.
Other On-Call Engineering Contracts
• On-Call Engineering, City of Newport Beach
• On-Call Engineering, City of Lake Forest
• On-Call Engineering, City of Irvine
• On-Call Engineering, City of Yorba Linda
• On-Call Engineering, City of Stanton
• On-Call Engineering, City of Santa Ana (Water)
• On-Call Engineering, City of Seal Beach
• On-Call Engineering, City of Diamond Bar
• On-Call Engineering, City of Norco
• On-Call Engineering, City of Chino
• On-Call Engineering, City of Glendora
• On-Call Engineering, City of Carson
• On-Call Engineering, City of Chino
• On-Call Engineering, City of Bellflower
Reference:
James Campbell
(714) 567-7742
Key Staff:
PIC: Jacob Vandervis
PM: Bart Mink (Formerly
Todd Schmieder)
PE Chris Engelbach
Client:
OC Public Works
Costs: Various
Project Dates
2011-Present
City Council 20 – 702 5/16/2023
TAIT & Associates, Inc.
On-Call Engineering Services
Page | 9
Glenn Ranch Road/El Toro Resurfacing Project
Lake Forest, CA
TAIT was selected by the City of Lake Forest to provide civil engineering, surveying, and geotechnical engineering on the Glenn Ranch Road Resurfacing Project from Portola Parkway to El Toro. The project limits included a total of 1.6 miles of arterial roadway rehabilitation on Glenn Ranch Road which is a 4-lane arterial roadway with middle turn lane and intermittent median for the full length. The project included the design of pavement rehabilitation strategies as well as the identification and replacement of non-ADA compliant curb ramps, sidewalk, replacement of damaged curb and gutter, signage and striping and the identification and adjustment/protection of utility facilities.
This project also included the hydrology and hydraulic calculations for an existing median catch basin at the most southern media that was backing up and causing water on the roadway during larger rain events. The scope of the reconstruction included design of plan and profiles and design sections as well as intersection grading for Glenn Ranch Road and Viejo Ridge.
Bonita Canyon and Ford Road Resurfacing Project
Newport Beach, CA
TAIT was selected by the City of Newport Beach to provide civil engineering, surveying, geotechnical engineering services on the Bonita Canyon and Ford Road Resurfacing Project from Jamboree Road to SR-73.
The project limits include a total of 2 miles of arterial roadway rehabilitation on Bonita Canyon/Ford Road which a 6 lane arterial roadway with raised medians and bike lanes extending through the City of Newport Beach. The project includes the design of pavement rehabilitation strategies as well as the identification and replacement of non-ADA compliant curb ramps, sidewalk, replacement of damaged curb and gutter, and the identification and adjustment/protection of utility facilities.
Of critical importance on this contract was the design and coordination of the improvements and traffic control within the state of California Right of Way at SR-73. The TAIT team actively coordinated with the City and Caltrans during the review process in order to obtain project approval and permit ahead of the bidding date. Additionally, this contract was complicated due to the steep grades along the project limits. Curb ramps which could not be made ADA compliant were identified during the design review process and memos were submitted to the City in order to justify the final limits of the work.
Reference:
Taylor Abernathy, PE
(949) 461-3490
Key Staff:
PIC: Jacob Vandervis
PM: David Sloan
QA/QC: Jacob Vandervis
PE: Bart Mink
Client:
City of Lake Forest
Construction Cost:
$1.8 M
Design Cost:
$85,870
Project Dates
Design: 2020-2021
Construction: 2021-
Reference:
Patricia Kharazmi, PE
(949) 644-3344
Key Staff:
PIC: Jacob Vandervis
PM: David Sloan
QA/QC: Todd Schmieder
Client:
City of Newport Beach
Construction Cost:
$2.5 M
Design Cost:
$238,858
Project Dates:
Design: 2019-2020
Construction: 2020
City Council 20 – 703 5/16/2023
TAIT & Associates, Inc.
On-Call Engineering Services
Page | 10
Dimension Drive, Civic Center Drive, & Portola Parkway Rehabilitation Lake Forest, CA
TAIT was selected by the City of Lake Forest to provide civil engineering and surveying on a citywide arterial design project which included the design of the following three segments: Dimension Drive from Bake Parkway to Lake Forest Drive; Civic Center Drive from Enterprise way to South End; and Portola Parkway at SR-73 Overcrossing (w/in Caltrans R/W). The project encompassed a total of 6,400 linear feet of arterial/collector roadways and included full depth reconstruction of dimension drive and Civil Center drive and a 2” grind and overlay of Portola Parkway within the Caltrans R/W limits.
This project required obtaining a Caltrans encroachment permit for both construction and traffic control purposes. As a result, further detail and scrutiny was required on the design to ensure Caltrans acceptance of the traffic control system as well as the overall design materials and elevations.
TAIT was designated the lead consultant to compile all plans and prepare the required final technical specifications and bid documents in order to capture the required scope of work and design elements.
Jacaranda Neighborhood Rehabilitation & Sewer
Replacement Project
Fullerton, CA
TAIT was selected by the City of Fullerton to provide civil engineering services for the Jacaranda Neighborhood Pavement Rehabilitation and Sewer Main Replacement Project. The project was located in a historic neighborhood in the City of Fullerton that included over a mile of residential roadway rehabilitation and 2,700 linear feet of sewer main replacement within the neighborhood surrounding Jacaranda Place from the western culde-sac to Malden Avenue. In addition to roadway reconstruction and grind and overlay operations, the roadway component of the project included the removal and replacement of over 1.5 miles of old, deteriorated, and uneven curb and driveways throughout the neighborhood with new variable height curb and gutter in order to engineer and define the roadway drainage conditions within the neighborhood. Due to the historic and unique nature of the neighborhood, the curb heights and flowline were carefully profiled in order to improve the drainage conditions while also joining the existing pavement. In addition to the roadway improvements, TAIT was also tasked with the abandonment of two old sewer siphon systems and the combination and construction of a single master neighborhood sewer siphon along with the removal and replacement of 2,700 linear feet of existing 6” VCP with new 8” VCP sewer. The sewer siphon was design to convey sewer flows under an existing Orange County Flood Control Channel and required the design of a double barrel sewer siphon that was installed via jack and bore method.
Reference:
Taylor Abernathy, PE
(949) 461-3490
Key Staff:
PIC: Jacob Vandervis
PM: David Sloan
QA/QC: Todd Schmieder
PE: Chris Engelbach
Client:
City of Lake Forest
Construction Cost:
$3.5 M
Design Cost:
$208,618
Project Dates
Design: 2018-2019
Construction: 2019-2020
Reference:
Jose Medina
(714) 738-6863
Key Staff:
PIC: Jacob Vandervis
PM: David Sloan
QA/QC: Todd Schmieder
PE: Chris Engelbach
Client:
City of Fullerton
Construction Cost:
$2.4 M
Design Cost:
$141,542
Project Dates
Design: 2019-2020
Construction: 2020
City Council 20 – 704 5/16/2023
TAIT & Associates, Inc.
On-Call Engineering Services
Page | 11
2020 Citywide Street Resurfacing Project
Stanton, CA
This current under construction project includes two separate contracts in which TAIT was selected by the City of Stanton to provide civil engineering and surveying on a citywide residential and arterial design project which included the design of the following three project’s rehabilitation methods:
1) Contract 1: Plan & Profile for 0.32 miles of full depth removal and reconstruction, 2) Contract 1: Plans for 1.5” Grind and FRAC Overlay and 3) Contract 2: Plans for 1.6 Million SF of RAP Slurry Overlay. The project encompassed a total of 0.32 miles of removal and reconstruction, 0.72 miles of 1.5” grind and FRAC overlay as well as 1.6+ million square feet of RAP Slurry Overlay. The project included the design of pavement rehabilitation strategies as well as the identification and replacement of non-ADA compliant curb ramps, sidewalk, replacement of damaged curb and gutter, removal and replacement of slotted cross gutters, and the identification and adjustment/protection of utility facilities.
MPD Storm Drain Line N-4
Norco, CA
The Norco Master Plan of Drainage Storm Drain Line N-4 project, includes the design of an 18 to 36-inch storm drain main line along 4th Street from Valley View to the Norco Channel. The scope of work for the design of the storm drain system includes hydrology and hydraulics analysis for the proposed line, surveying, preparation of Plan, Specifications and Estimates (PS&E), assisting the City in the bidding process and construction support.
The Storm Drain line extends approximately 2,700 linear feet, with 8 new storm drain inlets (curb opening catch basins) and it will join the existing 36- inch storm drain outlet at Norco Channel. Careful detailed was taken to the hydrology drainage delineation analysis to understand the tributary area to each of the proposed inlets and the storm drain main line. For this project TAIT completed a field walk to analyze the existing drainage conditions, worked along with the City in understanding their needs and reviewing any existing issues, as well as reviewed the proposed inlet locations to maximize flow capture. The proposed storm drain along 4th Street and Valley View, is a new system that will relieve the existing streets from surface drainage conveyance and reduce flooding or potential flooding issues along the existing residences.
Reference:
Allan Rigg, PE AICP
(714) 890-4203
Key Staff:
PIC: Jacob Vandervis
PM: David Sloan
QA/QC: Jake Vandervis
PE: Bart Mink
Client:
City of Stanton
Construction Cost:
$1.5 M
Design Cost:
$74,942
Project Dates:
Design: 2019
Construction: 2020-21
Reference:
Sam Nelson, Deputy City
Engineer/Deputy Director of
Public Works
(951) 270-5677
Key Staff:
PIC: Jacob Vandervis
PM/PE: Daniela Malott
Client:
City of Norco
Construction Cost:
N/A
Design Cost:
$42,052
Project Dates
2021-Present
City Council 20 – 705 5/16/2023
TAIT & Associates, Inc.
On-Call Engineering Services
Page | 12
Area 6 Slurry Seal and Overlay Project
Diamond Bar, CA
TAIT & Associates was selected by the City of Diamond Bar to provide design engineering services for the Citywide Zone 6 Slurry Seal and Overlay Project.
The project included the design of an entire neighborhood zone within the City of Diamond Bar which included the field identification, implementation, and design of over 800,000 SF of AC Grind and Overlay, and 1,200,000 SF of Slurry Seal located within the northern limits of the City of Diamond Bar. In addition to the pavement analysis, design, and implementation, TAIT was also responsible for identifying sidewalk, curb and gutter, and curb ramp improvements throughout the neighborhood including the removal and replacement of 19 curb ramps within the steep, curvilinear streets of Diamond Bar. Special attention was paid on this project to the appropriate use and identification of patching areas in order to maximize the City’s budget and to ensure constructability of the project. TAIT worked closely with City staff to identify and isolate areas of concern in order to ensure the City’s benefits were maximized on the job. Of notable interest on this project was the removal and replacement of speed cushions throughout Sunset Crossing which would not be compatible with the installation of an edge grind and overlay. Additionally, careful attention was paid to the presence of existing utilities to ensure the proposed roadway treatment was taking in to account the required adjustment (for overlay) and protection (for slurry seal) work items.
Campus Drive Pavement Rehabilitation Project
Irvine, CA
TAIT was selected by the City of Irvine to provide civil engineering and surveying on the Campus Drive Rehabilitation Project from Michaelson Drive to University Drive. The project limits include a total of 4000 linear feet of arterial roadway rehabilitation and reconstruction on Campus Drive which is a 2 lane arterial roadway with bike lanes extending through the City of Irvine.
The project includes the design of pavement rehabilitation strategies as well as the identification and replacement of non-ADA compliant curb ramps, sidewalk, replacement of damaged curb and gutter, reconstruction and regrading of the low point of the roadway due to flooding and ponding issues, coordination with IRWD and UCI for right of way and wetlands protection, and the identification and adjustment/protection of utility facilities throughout the project limits. Careful attention was paid to the roadway profile which required modification in order to raise the low point of the roadway by more than 6”. Plan and profile for the roadway was re-designed per CA Highway Design Manual standards, and extensive coordination with conducted with the City to verify that the pavement replacement scenario is in line with the proposed and revised grades.
Reference:
John Beshay, Former
Associate Engineer
(626) 960-4011, Ext: 459
Key Staff:
PIC: Jacob Vandervis
PM: David Sloan
QA/QC: Todd Schmieder
Client:
City of Diamond Bar
Construction Cost:
$1.5 M
Design Cost:
$46,750
Project Dates
Design: Winter/Spring, 2018
Construction: Summer, 2018
Reference:
Darrell Hartman, PE
(949) 724-7556
Key Staff:
PIC: Jacob Vandervis
PM: David Sloan
QA/QC: Todd Schmieder
PE: Chris Engelbach
Client:
City of Irvine
Construction Cost:
$2.6 M
Project Dates:
Design: 2017-2018
Construction: 2018
City Council 20 – 706 5/16/2023
TAIT & Associates, Inc.
On-Call Engineering Services
Page | 13
Quadrant III Water Main Replacements
City of Chino, CA
TAIT has provided design services to the City of Chino for approximately 7000 linear feet of new 8-inch PVC water line replacing a similar length of 50-year old 6-inch ACP lines within 13 residential street. Over 170 customers will be affected during construction. The City required that all points of connection to be upgraded to include the newer and larger PVC water pipe and the installation of new water values in each cross street. Eight of the thirteen segments require obtaining approvals from the State Division of Drinking Water due to restricted horizontal clearances in the narrow residential streets. To assist the City in meeting an early delivery schedule for one of their current water projects Quadrant III water plans were separated into two separate bid contracts. The first segment of 2800 LF was recently awarded at a low bid price of $990,000 and construction is slater to commence in April 2018 and be completed in 6 months. The second bid package received City authorization to advertise in February 2018 and was scheduled to be constructed in 2018.
Drainage Improvement Project Phase 1 & 2
Diamond Bar, CA
TAIT was hired by the City of Diamond Bar to provide design engineering and construction management services for Phase 1 & Phase 2 of the City’s Drainage Improvement Project. This project included three separate areas:
✓ Brea Canyon Road – Parkway Drain System & Perforated Drain ✓ Hipass Drive – Sub drain System, Low Flow Storm Drain & X-gutters ✓ Golden Springs – Sub drain System & Low Flow Storm Drain This project included extensive coordination with the City and the design team in order to recommend and implement final design scenarios for each location. Appropriate water quality treatment systems were implemented in all systems that have direct storm drain connection (modular wetland system), and the sub drain system and crossing were analyzed to avoid conflicts. During the construction phase, TAIT managed the contractor in order to review the field operations, respond to design related inquiries, updated designs based on final field needs, and successfully completed the construction project. The construction of this project was completed in 2018 within budget.
Reference:
Lupe Camacho
(909) 334-3406
Key Staff:
PIC: Jacob Vandervis
PM: Todd Schmieder
PE: Samantha Wohlfarth
Client:
City of Chino
Construction Cost:
$2.3 million
Project Dates:
Design: May 2017-Jan. 2018
Construction: 2018
Reference:
John Beshay
(909) 839-7043
Key Staff:
PIC: Jacob Vandervis
PM/CM: David Sloan
IOR: Michael Delagarza
QA/QC: Todd Schmieder
Client:
City of Diamond Bar
Construction Cost:
$400 K
Project Dates
Design: 2017-2018
Construction: 2018
City Council 20 – 707 5/16/2023
TAIT & Associates, Inc.
On-Call Engineering Services
Page | 14
Pier G Avenue North Sewer Line Improvement Project
Port of Long Beach, CA
As part of TAIT’s On-Call Contract with the Port of Long Beach (POLB), TAIT was selected to provide civil engineering services for the review, recommendation, design, and construction support services for the Pier G Avenue North Sewer Line Improvement Project. The project limits spanned approximately 1/3 of a mile within Pier G, and included the review of existing conditions, analysis of tributary areas and hydraulic capacity for the existing system, preliminary design and recommendation for five separate design alternatives which included conventional open trench, pipe bursting, sewer lift stations, sewer force mains, and retrofit of existing sewer lift stations to accommodate the current peak flow conditions. Extensive meetings and coordination efforts were conducted with POLB during the preliminary engineering phase to prepare detailed quality management plans and a basis of design report that outlined all project parameters.
Disciplines included within this project include civil, geotechnical, traffic, plumbing, and utility potholing/locating services, all of which required coordination and incorporation to the basis of design report. In addition to the sewer improvement plans, this project also includes the rehabilitation and widening of pier G Avenue North as well as the Reconstruction of Pier G avenue South. TAIT was tasked with preparation of master traffic control plans and phasing concepts for the project in order to ensure POLB trucking operations were not impacted during the course of the project. Careful and detailed review of traffic sections and phasing alternatives have been conducted so as to minimize impacts.
Overlay, Alley Reconstruction, and Cerritos Ave. Widening Project Stanton, CA
TAIT & Associates was selected by the City of Stanton to provide roadway and drainage design services on three separate project areas: (1) Cerritos Avenue Widening & Drainage Improvement Project, (2) Palais Alley Reconstruction Project and (3) Bradford Community and Rutledge Avenue Rehabilitation Project
Cerritos avenue widening project required the widening of Cerritos avenue from Rose Ave to Flower Street which included removal and reconstruction of existing parkway improvements, relocation of power poles, fire hydrant, water meter, and roadway signs, construction of new curb and gutter, curb ramps, and alley approach, and the relocation and construction of a new storm drain catch basin and lateral. The existing storm drain lateral was discovered to be extremely shallow which required special design and consideration for the relocated condition. TAIT checked the capacity and flows of the existing inlets to ensure proposed conditions were not constrained.
Reference:
Allan Rigg
(714) 890-4203
Key Staff:
PIC: Jacob Vandervis
PM: David Sloan
QA/QC: Todd Schmieder
PE: Chris Engelbach
Client:
City of Stanton
Construction Cost:
$1.3 M
Project Dates
Design: Jan-May, 2017
Construction: Summer, 2017
Reference:
Daniel Shieh, PE
Deputy Chief Harbor Eng.
(562) 283-7860
Key Staff:
PIC: Jacob Vandervis
PM: David Sloan
QA/QC: Todd Schmieder
PE: Bart Mink
Client:
Port of Long Beach
Construction Cost:
$3.1 M
Project Dates
Design:
2017-18: Prelim Design
2018: Construction Dwg
2019: Construction
City Council 20 – 708 5/16/2023
TAIT & Associates, Inc.
On-Call Engineering Services
Page | 15
Newport Heights Alley and Sewer Replacement Project
Newport Beach, CA
TAIT was selected by the City of Newport Beach to provide civil engineering services on Newport Height Alley and Sewer Replacement Projects. The project limits spanned across an entire neighborhood in the City’s coastal community of Newport Heights and include a total of 3+ miles of alley reconstructions as well as the review and repair of existing alley sewer and lateral connections. In order to facilitate the City’s budget and timelines, the design project was split in to three phases which required separate design PS&E for each project.
Phase 1 included all sewer main replacements while Phases 2 and 3 included the alley removal and replacements in the neighborhoods. The proposed design includes the preparation of design plan and profile for each alley, prepare of design cross sections at 25’ intervals for review of proposed cross falls, preparation of sewer main replacement and lateral replacement plans, field review of all alley locations to field locate existing utilities, conflicts, and join locations, identification of sewer laterals that have recently been replaced for protection, and the detailing of all alley approaches for ADA compliance.
Citywide Comprehensive Drainage Analysis and CIP Design Projections Diamond Bar, CA
TAIT was hired by the City of Diamond Bar to analyze, design and recommend pavement and drainage solutions for 11 locations throughout the City which currently experience groundwater seepage problems. The analysis included field investigations, geotechnical testing and reporting, pavement design, and the preliminary design and cost estimating for multiple design scenarios at each project location. The cost estimate included estimation of the design consultant fees as well as the construction costs for the ultimate design scenarios.
Extensive coordination was required on this contract with City, Utility, LACFCD Staff, and private residences in order to understand the existing conditions and to project the required design and permitting efforts for the design and construction phase. Upon completion of the report, the City will utilize TAIT’s recommendations for future CIP budget and project planning efforts in order to justify the cost and importance of each location.
Reference:
Frank Tran, PE
(949) 644-3340
Key Staff:
PIC: Jacob Vandervis
PM: David Sloan
QA/QC: Todd Schmieder
PE: Chris Engelbach
Client: City of Newport Beach
Construction Cost:
$1.3 M (Sewer)
TBD $1.8 M (Alley)
Project Dates:
2016-2017
Reference:
Christian Malpica
(909) 839-7042
Key Staff:
PIC: Jacob Vandervis
PM: David Sloan
PE Michael Delagarza
Client:
City of Diamond Bar
Construction Cost:
Approx. $1.5 M
Project Dates
2014-2015
City Council 20 – 709 5/16/2023
TAIT & Associates, Inc.
On-Call Engineering Services
Page | 16
Reagan & Peterson Park Parking Lot Rehabilitation
Diamond Bar, CA
TAIT was hired by the City of Diamond Bar to analyze, design and conduct construction management and inspection services for the expansion of two public park parking lots. The design services included topographic survey, geotechnical investigation, water quality management design, Los Angeles County Flood Control District storm drain permit processing, and the preparation of detailed PS&E for the construction of the park improvements.
Design analysis included addition of handicapped parking stalls, design of optimal cross and longitudinal grades and the installation of retaining curbs to optimize the parking stall configuration. Extensive coordination between the City’s public works and Park Maintenance Division was required in order to ensure the design was both in compliance with public works standards as well as the park division’s ultimate master plan.
Harbor Boulevard Water & Street Reconfiguration
Garden Grove, CA
This project included street reconfiguration (approximately 1/3-mile total length), improvements to an existing raised median, a new traffic signal, abandonment of existing 8-inch ACP and 12-inch DIP City water lines, installation of a 800 LF of 16-inch water line, relocation of SCE and AT&T main distribution service lines, and the installation of new public storm drains and sewer and water services to accommodate a future redevelopment project along Harbor Boulevard from Palm Street to Lampson Avenue in the City of Garden Grove. Engineering services required extensive research, review, and a potholing program for the installation of the new utilities and storm drain improvements within the existing six-lane Harbor Boulevard roadway. TAIT, working with City Water Department, proposed the installation of a cut-in valve to ensure continuous water service to a medical facility during the construction of the water line improvements. The Construction Bid cost was approximately $1,400,000 with a 2013 completion.
Reference:
Bill Murray, P.E.
(714) 741-5379
Key Staff:
PIC: Jacob Vandervis
PM: Todd Schmieder
Client:
City of Garden Grove
Construction Cost:
$1.4 M
Project Dates
2012-2013
Reference:
John Beshay
(909) 839-7043
Key Staff:
PIC: Jacob Vandervis
QA/QC: Todd Schmieder
PM/CM: David Sloan
Client:
City of Diamond Bar
Construction Cost:
$575 K
Project Dates
2014-2015
City Council 20 – 710 5/16/2023
TAIT & Associates, Inc.
On-Call Engineering Services
Page | 17
OC Animal Care Facility
Tustin, CA
TAIT prepared rough and precise grading plans, street plans, sewer and water plans, fire water protection plans, Water Quality Management Plan and the Storm Water Pollution Prevention Plan for a 10-acre site on the former MCASTustin. This County of Orange project was the first Design-Build project by the County. The contract was award in the spring of 2016 and a Rough Grading Permit was issued by the City of Tustin in July 2016 while the OC Animal Care and the Design-Build Contractor finalized the facility ands site improvements.
As part of the Design TAIT coordinated the project’s containment wall and fence locations and develop a site accessibility plan for the overall project. The facility includes a 2-story 40,000 SF administration building with state of the art veterinary facilities, six dog kennels, special cat housing quarters and a small corral. Separate parking lots provide for the public and staff parking lots which repurposed nearly 1-acre 0f existing concrete tarmac. The project also includes eight stormwater bio-filtration basins to treat storm water runoff from the site before it enters the public storm drain system. Const was completed and the facility was opened to the public in March 2018. e. Willingness to Comply with Agreement Terms
As stated in section “b”, TAIT concurs and has no exceptions to the Agreement. f. References
City of Lake Forest
Taylor Abernathy, PE
(949) 461-3490
[email protected]
Projects: Glenn Ranch Road/El Toro
Resurfacing, Dimension Drive, Civic Center
Drive, & Portola Parkway Rehab, Portola
Parkway Resurfacing
City of Newport Beach
Patricia Kharazmi, PE
(949) 644-3344
[email protected]
Projects: Bonita Canyon and Ford Road Rehab,
Newport Heights Alley & Sewer Imp.
City of Diamond Bar
Christian Malpica, Assoc. Engineer
(909) 839-7042
[email protected]
Projects: Drainage Improvement Project
Phase 1 & 2, Reagan & Peterson Park Parking
Lot Rehabilitation, Citywide Comprehensive
Drainage Analysis and CIP Design
County of Orange
James Campbell
(714) 567-7742
[email protected]
Projects: Site Feasibility Studies for reuse
County’s existing properties, Site Planning and
Design for County’s 100-Acre Development
Plan and Alton Parcel Development Plan.
Reference:
Joe Seybold, Sr. PM
(714) 667-4921
Key Staff:
PIC: Jacob Vandervis
PM: Todd Schmieder
PE: Michael Delagarza
PE: Chris Engelbach
Client:
County of Orange
Construction Cost:
$35 M
Project Dates
2016-2018
City Council 20 – 711 5/16/2023
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2. SCOPE OF SERVICES AND SCHEDULE
Sample Outline Scope of Services–
Phase 1: Base/Preliminary Data Review
1.1: Preliminary Photographs
1.2: Project Base Data and Design Field Review
1.3: Topographic Survey and Base mapping (Including Control/Aerial/Boundary)
1.4: Utility Coordination and Notices
1.5: Utilities Potholing (As Needed)
1.6: Outside Agency Coordination & Approvals (Federal/Rail/Utility/Adjacent Agencies) Phase 2: Pavement Analysis, Preliminary Engineering (30%), & Reccomendations
2.1: Geotechnical/Pavement Investigation (GMU Geotechnical Sub-Consultant Task)
2.2: Preliminary Roadway/Geometric Study & Impact Review/Pricing [larger roadways]
2.3: Pavement Design Scenario Pricing and Recommendations [rehab/standard projects]
2.4: Preliminary Water Quality Management Plan (BMP Design & Recommendations)
2.5: Preliminary Roadway Hydraulic Studies & Recommendations
2.6: Colored Improvement Renderings (for council/commission reviews – as needed) Phase 3: Environmental Review (Additional Sub-Consultant Task if Needed):
3.1: Categorical Exclusion (CE) [Typical level of environmental support needed]
3.2: Initial Study/Mitigated Negative Declaration (IS/MND) [if not CE Project]
3.3: Further Environmental Study & Investigation (As Needed) Phase 4: Design Plans, Specifications, and Estimates
4.1: Construction Drawings (60%, 90%, & 100% Typical)
4.1.1 – Title Sheet
4.1.2 – Typical Cross Sections/Details
4.1.3 – Utility Composite Plan (Arterial/Major Projects)
4.1.4 – Roadway Improvement Plans (Plan or Plan & Profile Base on Needs)
4.1.5 – Drainage Improvement Plans (As Needed – Plan & Profile)
4.1.6 – Irrigation and Landscape Plans (As Needed Sub Task – Arterials) City Council 20 – 712 5/16/2023
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4.1.7 – Traffic Signal Plans (As Needed Sub Task)
4.1.8 – Signing & Striping Plans
4.1.9 – Traffic Control & Staging Plans
4.1.10 – Design Cross Sections (25’ O.C. – Arterials/Profile Designs)
4.2: Project Specifications
4.3: Quantities and Cost Estimates
4.4: Mylar Routing & Final Signatures
Phase 5: Right-of-Way Engineering (ROW) and Exhibits (As Needed)
5.1: Right-of-Way Requirements Determination
5.2: Right-of-Way Exhibits & Legal Descriptions (TCE or Encroachments)
5.3: Right of Way Acquisition Assistance (As-Needed Sub Consultant Task) Phase 6: Agency Permitting & Approvals
6.1 – Agency Coordination & Approvals (Adjacent City’s)
6.2 – County Flood Control Permitting (Revised lateral/CB on Roadways)
6.3 – Caltrans Encroachment Permit & Documentation (TC & Construction Permits)
6.4 – Railroad Encroachment Permit & Agreements (TC & Construction Permits)
6.5 – Federal Funding Assistance (E-76 Documentation & Approvals)
6.6 – Utility Agency Permitting/Approvals (Widening Related Relocations) Phase 7: Meetings, Presentations and Exhibits
7.1 – Project Team Meetings and Management
7.2 – Community Stakeholder Meetings (As Needed)
7.3 – Commission & Council Presentations (AS Needed)
Phase 8 Construction Engineering
8.1 – Bidding Assistance & Review
8.2 – Pre-Construction Meeting
8.3 – RFI – Request for Information
8.4 – Change Order Analysis
8.5 – Submittal Review
8.6 – Prepare As-Built Plan
City Council 20 – 713 5/16/2023
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Sample Project Schedule
The following represents a preliminary project schedule for the development of construction documents for a sample project. A preliminary schedule will be reviewed with the City at the project’s Kick Off meeting and a final project schedule will be issued based on those discussions.
The Project schedule will be made available to all design team members and will monitored on a continuous basis through the project’s design life. Any changes to the Schedule will be reviewed with the City and action plans, if necessary, will be developed to prevent schedule delays. The following schedule has been developed based on previous project experiences:
City Council 20 – 714 5/16/2023
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On-Call Engineering Services
Appendix | Page 27
Certifications
NON-COLLUSION AFFIDAVIT
City Council 20 – 715 5/16/2023
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On-Call Engineering Services
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NON-LOBBYING CERTIFICATION
City Council 20 – 717 5/16/2023
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On-Call Engineering Services
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NON-DISCRIMINATION CERTIFICATION
City Council 20 – 718 5/16/2023
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City Council 20 – 719 Appendix | Page 5/16/2023 31
EXHIBIT C
COMPENSATION
Consultant’s Fee Proposal including hourly rates if applicable City Council 20 – 720 5/16/2023
Schedule of Fees
ARCHITECTURAL
Employee Classification Hourly Rate
Principal..........................................................................................................................................205.00 Project Design Director..................................................................................................................190.00 Senior Project Manager .................................................................................................................190.00 Project Manager.............................................................................................................................180.00 Project Architect .............................................................................................................................175.00 Project Designer.............................................................................................................................155.00 Job Captain ....................................................................................................................................135.00 CAD Drafting ..................................................................................................................................120.00 Computer Presentation..................................................................................................................120.00 Administration................................................................................................................................. 95.00
ENGINEERING
Employee Classification Hourly Rate
Principal..........................................................................................................................................281.00 Senior Professional Engineer ........................................................................................................269.00 Professional Engineer....................................................................................................................254.00 Engineer Designer II ......................................................................................................................187.00 Engineer Designer I .......................................................................................................................159.00 Permit Specialist.............................................................................................................................130.00 CAD Drafting ..................................................................................................................................120.00 Administration.................................................................................................................................127.00
SURVEYING
Employee Classification Hourly Rate
Two-Man Crew...............................................................................................................................347.00 Licensed Surveyor .........................................................................................................................254.00 One-Man Crew w/ Robotics...........................................................................................................220.00 Project Manager.............................................................................................................................125.00 Senior Survey Specialist................................................................................................................198.00 Senior Permit Specialist.................................................................................................................105.00 Drafter.............................................................................................................................................120.00 Administration................................................................................................................................. 90.00 *Rates to be adjusted up to 3% maximum increase, annually, over life of contract as approved by the City. *Prevailing Wage Rates based on current State of California Prevailing Wage Schedule and the assigned project location.
The hourly rate for client authorized overtime and for representation at hearings and meetings after 6:00 p.m. will be invoiced at 1.5 times the posted rate.
The above rates are inclusive of phone charges, fax charges, software and licensing fees, and photocopying charges. Mileage, Travel and Per Diem
Auto Mileage: $.65.5 per mile
Air Travel and Auto Rental: Actual cost, plus 15 percent Per Diem: Actual cost of lodging and meals, plus 15 percent City Council 20 – 721 5/16/2023
Schedule of Fees
Materials and Supplies
Office and CADD supplies are included in the hourly rates. Prints, plots, and reproductions are charged at cost plus 15 percent from commercial blueprint companies. In-house reproduction charges are as follows:
Prints Plots Color Plots
Bond $ .95/s.f. $.95/s.f. $6.00/s.f.
Vellum 1.35/s.f. 1.65/s.f. 7.50/s.f.
Reimbursable Expenses
Will be billed at cost plus 15%. Client will pay directly for all permit and agency fees; otherwise cost plus 15%. Subconsultant invoices will be billed at cost plus 15%.
Insurance Coverage
General Liability: $5,000,000
Errors/Omissions: $1,000,000
California Workers' Compensation - Statutory
Certificates of insurance coverage will be provided upon request.
Waivers of Subrogation (if required) will be billed as a 2% surcharge on all invoices.
Special endorsements will be billed to the client at cost plus 15% on the first project.
City Council 20 – 722 5/16/2023