RESOLUTION NO. 2024-XX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA ANA APPROVING DENISTY BONUS AGREEMENT
APPLICATION NO. 2024-01 AS CONDITIONED FOR A NEW
FOR-SALE RESIDENTIAL DEVELOPMENT WITH SIX UNITS
FOR THE PROPERTY LOCATED AT 1921 W.
WASHINGTON AVENUE (APN: 405-101-37).
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SANTA ANA AS FOLLOWS:
Section 1. The City Council of the City of Santa Ana hereby finds, determines and declares as follows:
A. Habitat for Humanity of Orange County (Applicant & Property Owner) is requesting approval of Density Bonus Agreement (DBA) Application No. 2024-01 to facilitate the construction of a for-sale residential development (Project), consisting of six (6) units proposed as affordable to lower-income households earning less than 80 percent of the area median income (AMI) for the property located at 1921 W. Washington Avenue (Project Site).
B. Applicant requests approval of this DBA under California Government Code § 65915 (the “Density Bonus Law”) because the Project will operate as a common interest development and consists of 100% affordable for-sale units to lower-income households.
C. Pursuant to Section 4100 of the California Civil Code, the Project meets the definition of a Common Interest Development, which includes a condominium project, as further defined in Section 4125 of the California Civil Code. Therefore, the project qualifies as a Housing Development, as defined in the California Government Code Section 65915 (i), and is eligible for a density bonus.
D. As part of the overall process, the City and Applicant have entered into a Conditional Grant Agreement, pursuant to which, City agreed to provide a grant (the “Inclusionary Grant”) in an amount up to Two Million Two Hundred Thousand Dollars ($2,200,000) to the Applicant for a residential homeownership project that involves construction of six (6) affordable housing units restricted for sale to low income households.
E. As a condition of receiving the Inclusionary Grant, the Applicant agrees that a Regulatory Agreement Imposing Affordable Housing Covenants and Restrictions (“Density Bonus Agreement”) shall be recorded against the Project Site prior to disbursement of any portion of the Inclusionary Grant EXHIBIT 4
City Council 12 – 207 7/16/2024
Resolution No. 2024-XX
and that the Project Site and Project shall be subject to the covenants and restrictions set forth in the Density Bonus Agreement.
F. The total affordability term in the Density Bonus Agreement states that each affordable unit shall be restricted for sale to an eligible household for a total period of no less than forty-five (45) years. To maintain this project as a for sale project, the Applicant also requested and received approval of TTM No. 2023-05, for condominium purposes, ensuring that the project qualifies as a Housing Development, and the Project meets the definition of a Common Interest Development.
G. The Project entails, among other improvements; (1) development of the Project Site with three duplex buildings with six (6) for-sale housing units proposed as affordable to lower-income households, 10,882 square-feet of total new floor area, and 15 onsite parking spaces; and (2) approval of Density Bonus Agreement (DBA) Application No. 2024-01.
H. The California Density Bonus law allows developers to seek increases in base density for providing on-site housing units in exchange for providing affordable units on site. To help make constructing on-site affordable units feasible, the law allows developers to seek incentives/concessions or waivers that would help the project be built without significant burden and without detriment to public health.
I. The Applicant’s request has been thoroughly evaluated by the City’s Development Review Committee (DRC) through Development Project No. 2023-12. Through this review, the DRC has considered the subject site, proposed development, and the Applicant’s requests for
incentives/concessions and waivers pursuant to the State’s Density Bonus Law.
J. The Project is entitled to a density bonus that will allow six (6) total residential units, developed as three (3) duplex buildings, based upon the restrictions set forth in the DBA to restrict the sale of the units to households that qualify as low income. Pursuant to the California Density Bonus law, a project’s affordability level is determined by dividing the number of proposed affordable units by the allowable “base” density (i.e., 7 du/ac). Moreover, the law states that units added by a density bonus are excluded from the calculations. The base density for the 0.37-acre site at 7 du/ac is 3 units. All six units of the project are proposed to be affordable to low income households. Therefore, the project would have a 100-percent affordability rate. As such, State density bonus law allows the developer to request a density bonus of 80 percent.
K. Section 41-1607 of the Santa Ana Municipal Code (SAMC) requires an application for a density bonus agreement containing deviations EXHIBIT 4
City Council 12 – 208 7/16/2024
Resolution No. 2024-XX
(incentives/concessions and/or waivers) to be approved by the Planning Commission.
L. On June 10, 2024, the Planning Commission of the City of Santa Ana held a duly noticed public hearing and at that time considered all testimony, written and oral and unanimously (5-0-0-2, with Commissioners Ramos and Oliva absent) recommended that the City Council approve Density Bonus Agreement No. 2024-01 as conditioned. As part of its actions, the Planning Commission also voted unanimously (5-0-0-2, with Commissioners Ramos and Oliva absent) to approve Tentative Tract Map (TTM) No. 2023-05 as conditioned.
M. On July 16, 2024, at a regularly scheduled public meeting, the City Council of the City of Santa Ana considered Density Bonus Agreement (DBA) Application No. 2024-01 and at that time considered all comments, written, and oral.
N. The City Council hereby determines that the following findings, which must be established in order to grant this Density Bonus Agreement application pursuant to SAMC Section 41-1607, have been established for Density Bonus Agreement No. 2024-01 to allow construction of the proposed project:
1. That the proposed development will materially assist in accomplishing the goal of providing affordable housing opportunities in economically balanced communities throughout the city.
The proposed development will provide six (6) residential forsale units, all units are designated for lower-income households, contributing toward the City’s housing stock to serve the needs of diverse and underserved populations. The area in which the project is proposed, the Two-Family
Residential zone within the Artesia Pilar Neighborhood
currently contains a mix of housing stock, including singlefamily residential and two to three unit duplexes/triplexes. The construction of this project will contribute toward an
economically balanced community by providing housing for different income levels in an area rich with employment opportunities.
2. That the development will not be inconsistent with the purpose of the underlying zone or applicable designation in the general plan land use element.
The proposed project is located in the Low Density Residential (LR-7) land use designation of the General Plan, which allows for development single-family and two-family dwelling units.
EXHIBIT 4
City Council 12 – 209 7/16/2024
Resolution No. 2024-XX
The land use designation allows a mix of uses, including medium and medium-high density apartments, townhomes,
garden- or motor-court homes, and neighborhood- serving commercial. The project proposes a density of 16.2 dwelling units per acre, exceeding the General Plan’s LR-7 pursuant to the Density Bonus law, which allows developers to exceed the density permitted within the General Plan when providing affordable housing that meets specific conditions.
Moreover, the project is consistent with several goals and policies in the general plan. Specifically, goals 1, 2, 3, and 4 of the Land Use Element and goals 1, 2, 3 of the Housing Element.
Goal 1 of the Land Use Element (LU) encourage responsible growth by providing a land use plan that improves the quality of life and respects the existing community. Policy 1.1 of the LU asks that new projects foster compatibility between land uses to enhance livability and promote healthy life styles. Policy 1.2 and
1.5 of the LU encourage innovative development policies to expand homeownership opportunities at all income levels and quality infill residential development that provide a diversity of housing type for all income levels and age groups. Policy 1.8 of the LU encourages development tradeoff to ensure that new development project provide a net community benefit. Goal 2 of the LU supports the balance of land uses that meet Santa Ana’s diverse needs. Policy 2.4 supports the balance of benefits of development with fiscal impacts on the city and on quality of life for the community. Policy 2.6 promotes rehabilitation of properties and encourages increased levels of capital
investment to create a safe and attractive environment.
Goal 3 of the LU encourages the preservation and
improvement of the character and integrity of the existing neighborhoods and districts. Policy 3.1 of the LU supports new development that provides a net community benefit and contributes to the neighborhood character and identity. Policy
3.2 supports the facilitation of community engagement and dialogue in policy decisions and outcomes affecting land use and development, with supplemental opportunities for
proposed planning activities within environmental justice area boundaries. Policy 3.4 ensures that the scale and massing of new development is compatible and harmonious with the
surrounding built environment. Policy 3.7 promotes a clean, safe, and creative environment for Santa Ana’s residents, workers, and visitors.
EXHIBIT 4
City Council 12 – 210 7/16/2024
Resolution No. 2024-XX
Goal 4 of the LU supports a sustainable Santa Ana through improvements to the built environment. Policy 4.1 encourages the promotion of complete neighborhoods by encouraging a mix of complementary uses, community services, and people places within a walkable area. Policy 4.2 maintains and improves the public realm through quality architecture, street trees, landscaping, and other pedestrian-friendly amenities.
Policy 4.6 supports diverse and innovative housing types that improve living conditions and promote a healthy environment.
Policy 4.7 Promote mixed-income developments with mixed housing types to create inclusive communities and
economically diverse neighborhoods. Policy 4.8 supports the collaboration with property owners, community organizations, and other local stakeholders to identify opportunities for additional open space and community services, such as
community gardens and gathering places
Goal 1 of the Housing Element (HE), supports livable and affordable neighborhoods with healthy and safe housing
conditions, community services, well-maintained
infrastructure, and public facilities that inspire neighborhood pride and ownership. Policy 1.2 supports projects that
encourage neighborhood involvement and active participating in neighborhood organizations to help identify needs and implement programs aimed at beautification, improvement, and preservation of neighborhoods. To date, the project has hosted two sunshine meetings with the local neighborhood and revised the project based on cumulative community
feedback and inspires pride in homeownership due to the project being for-sale.
Goal 2 of the HE supports fostering inclusive community with a diversity of quality housing, affordability levels, and living experiences that accommodate Santa Ana’s residents and
workforce of all household types, income levels, and age groups. Policy 2.5 encourages the facilitation of diverse housing types, prices, and size of housing. The project includes duplex units that contain bedroom ratios suitable for families. Policy 2.6 supports excellence in architectural design through the use of materials and colors, building treatments, landscaping, open space, parking, and environmentally
sensitive (“green”) building and design practices. The project includes a high-quality farmhouse architectural design that incorporates a mix of exterior materials and enhanced
landscaping.
EXHIBIT 4
City Council 12 – 211 7/16/2024
Resolution No. 2024-XX
Goal 3 of the HE supports the Increase in opportunities for extremely low-, very low-, low-, and moderate-income
individuals and families to find affordable housing, and afford a greater choice of rental and homeownership opportunities.
Policy 3.2 encourages expanding home homeownership
opportunities for low- and moderate-income residents and workers in Santa Ana through the provision of financial assistance, education, and collaborative partnerships.
The project is a 100-percent affordable housing project, providing six lower income households the opportunity to obtain homeownership status. Policy 3.5 encourages
collaboration with nonprofit organizations, community land trusts, developers, and other government agencies to develop and provide affordable housing for residents. The project applicant, Habitat for Humanity of Orange County, is a nonprofit housing developer and has received pre-commitment funds from the City of Santa Ana Housing Division in support of the development of six affordable for-sale units.
3. That the deviation is necessary to make it economically feasible for the Applicant to utilize a density bonus authorized for the development pursuant to section 41-1603.
The proposed project requires four deviations through
incentives/concessions: (1) setbacks, (2) front-yard fencing, (3) building separation, and (4) open space. Moreover, one (1) waiver is requested in relation to the location of the trash enclosure. The deviations are described as follows:
Minimum Setback Requirements (Incentive/Concession)
SAMC Section 41-251 requires a minimum rear setback of 10- feet if at least 1,200 square-feet of open space is provided, exclusive of side-yard areas.
As proposed, the project provides a rear setback of 6-feet and 1,204 square feet of open space areas, excluding the sideyard areas. Strict adherence to this setback requirement would result in a reduction in the number of units that can be provided in the overall project, thus reducing the Applicant’s ability to achieving the density bonus to which the Applicant is entitled under the Density Bonus Law and affecting the
feasibility to construct the project. In order to comply with the required setback requirement and maintain the current
proposed unit count, the developer would be required to EXHIBIT 4
City Council 12 – 212 7/16/2024
Resolution No. 2024-XX
construct additional floor levels, which would exceed the maximum allowable height as part of the Two-Family
Residential (R-2) zoning district, and would further increase development costs making the project economically
infeasible. To help alleviate the setback deficiency, the project proposes a 29’-0 3/4” upper-story setback from the rear of the property to control the mass and bulk of the structure towards the rear.
Front-yard Fence Height Restriction (Incentive/Concession) SAMC Section 41-610 (a)(1) requires that fencing within the Front-yard area (defined in SAMC Section 41-172 as the yard extending across the full width of the lot, the depth of which is the distance between the front lot line and the main wall of the building.) be a maximum of three feet in height on frontages that abut a non-arterial street as designed in the Mobility Element of the General Plan.
Maintaining the height restriction would result in reduction in private open space for Unit 1 and trigger non-compliance of SAMC Section 41-622.5 in which no mechanical equipment, such as an AC condenser, may be located between the
building wall and the side property line. In order to maintain the current proposed unit count, the developer would be required to fully redesign the site, further increasing development costs and potentially leading to a loss of
residential units, and a loss of further private open space. To help alleviate this deficiency, the landscape plans provide enhanced screening proposals which include vertical
landscaping elements to ensure a harmonious transition from the front-yard’s plants/shrubs to the built structure.
Building Separation (Incentive/Concession)
SAMC Section 41-254 (a) requires a minimum setback of 15 feet between primary structures.
The proposed development is proposing a reduced setback of 10-feet between the front duplex and the center duplex, and a 9-foot setback between the center duplex and the rear duplex. In order to comply with the minimum building setback requirements, the developer would be required to provide a full redesign of the site and/or reduce the number of units provided onsite. This would result in further increasing development costs and may result in the loss of potential units onsite.
EXHIBIT 4
City Council 12 – 213 7/16/2024
Resolution No. 2024-XX
Open Space Requirement (Incentive/Concession)
SAMC Section 41-255 requires a minimum 100 square feet of private space to be provided per unit in the form of a private patio or deck, with minimum dimensions of eight (8) feet.
As proposed, the designated private space for Unit 5 in the form of a 13’ x 7’ (91 square foot) balcony is less than 100 square-feet and less than eight (8) feet in minimum
dimensions. Strict adherence to the 100 square foot and eight (8) foot minimum dimension requirement would structurally encroach into the required drive-aisle, require a redesign of the site. This would result in further increasing development costs and may result in the loss of potential units onsite Trash Enclosure Location (Waiver)
SAMC Section 41-623 requires that trash and utility areas be screened from public streets and alleys as well as be
physically integrated into the project.
As proposed, the trash enclosure is located towards the front of the property. Strict adherence to SAMC 41-623 would
require a full redesign of the site to accommodate for trash pickup located towards the rear of the property. This would further increase development cost and may result in the loss of potential units onsite. To help alleviate this deficiency, the landscape plans provided propose to screen the trash
enclosure with vertical landscaping elements to ensure the structure is not visible to the street.
Section 2. In accordance with the California Environmental Quality Act (CEQA), the recommended action is exempt from further review under Section 15195 (Residential Infill Exemption), as this project meets all the threshold criteria set forth in Section 15192 (Threshold Requirements for Exemptions). This exemption applies to projects or sites that:
1. Meet the threshold criteria set forth in section 15192; provided that with respect to the requirement in section15192(b) regarding community-level environmental review, such review must be certified or adopted within five years of the date that the lead agency deems the application for the project to be complete pursuant to Section 65943 of the Government Code.
2. Meet both of the following size criteria:
A. The site of the project is not more than four acres in total area.
B. The project does not include any single level building that exceeds 100,000 square feet.
EXHIBIT 4
City Council 12 – 214 7/16/2024
Resolution No. 2024-XX
3. Meet both of the following requirements regarding location:
A. The project is a residential project on an infill site.
B. The project is within one-half mile of a major transit stop.
4. Meet both of the following requirements regarding number of units:
A. The project does not contain more than 100 residential units.
B. The project promotes higher density infill housing. The lead agency may establish its own criteria for determining whether the project promotes higher density infill housing except in either of the following two circumstances:
1) A project with a density of at least 20 units per acre is conclusively presumed to promote higher density infill housing.
2) A project with a density of at least 10 units per acre and a density greater than the average density of the residential properties within 1,500 feet shall be presumed to promote higher density infill housing unless the preponderance of the evidence demonstrates otherwise.
5. Meets the following requirements regarding availability of affordable housing: The project would result in housing units being made available to moderate, low, or very low income families as set forth in either A or B below:
A. The project meets one of the following criteria, and the project developer provides sufficient legal commitments to the appropriate local agency to ensure the continued availability and use of the housing units as set forth below at monthly housing costs determined pursuant to paragraph (3) of subdivision (h) of Section 65589.5 of the Government Code.
1) At least 10-percent of the housing is sold to families of moderate income, or
2) Not less than 10-percent of the housing is rented to families of low income, or
3) Not less than 5-percent of the housing is rented families of very low income.
B. If the project does not result in housing units being available as set forth in subdivision (A) above, then the project developer has paid or will pay in-lieu fees pursuant to a local ordinance in an amount sufficient to result in the development of an equivalent number of units that would otherwise be required pursuant to subparagraph (A).
The proposed project meets the criteria listed in Section 15195 as the project site is not more than four acres in area, the project does not include any single level building exceeding 100,000 square feet, and the project is an infill development within one-half mile of a major transit stop. Moreover, the development promotes higher density infill housing, does not contain more than 100 residential units, and results in for sale housing units made available to low income families. Specifically, the project would exceed the minimum affordable requirements outlined in Section 15195, which states that tenpercent of for sale projects need to be sold to families of moderate income. This project proposes to sale 100-percent of the units to low income households. Moreover, the developer has provided sufficient legal commitments to ensure continued availability and use of housing units for lower income households for a period exceeding 30 years.
EXHIBIT 4
City Council 12 – 215 7/16/2024
Resolution No. 2024-XX
In addition, the project is also exempt from further review per Section 15303 (Class 3 – New Construction or Conversion of Small Structures). The Class 3 categorical exemption consists of construction and location of limited numbers of new, small facilities or structures; installation of small new equipment and facilities in small structures; and the conversion of existing small structures from one use to another where only minor modifications are made in the exterior of the structure. In urbanized areas, this exemption applies to apartments, duplexes, and similar structures designed for not more than six (6) dwelling units. Pursuant to the California Public Resources Code, “Urbanized Area” includes an incorporated city that has a population of at least 100,000 persons. The City of Santa Ana exceeds the population requirements, and is therefore considered an urbanized area. Therefore, the proposed project can be exempt pursuant to the Class 3 exemption, as no more than six (6) unit multi-family residential units are proposed. As such, a Notice of Exemption, Environmental Review No. 2023-44, will be filed for this project.
Section 3. The Applicant shall indemnify, protect, defend and hold the City and/or any of its officials, officers, employees, agents, departments, agencies, authorized volunteers, and instrumentalities thereof, harmless from any and all claims, demands, lawsuits, writs of mandamus, referendum, and other proceedings (whether legal, equitable, declaratory, administrative or adjudicatory in nature), and alternative dispute resolution procedures (including, but not limited to arbitrations, mediations, and such other procedures), judgments, orders, and decisions (collectively “Actions”), brought against the City and/or any of its officials, officers, employees, agents, departments, agencies, and instrumentalities thereof, that challenge, attack, or seek to modify, set aside, void, or annul, any action of, or any permit or approval issued by the City and/or any of its officials, officers, employees, agents, departments, agencies, and instrumentalities thereof (including actions approved by the voters of the City) for or concerning the project, whether such Actions are brought under the Ralph M. Brown Act, California Environmental Quality Act, the Planning and Zoning Law, the Subdivision Map Act, Code of Civil Procedure sections 1085 or 1094.5, or any other federal, state or local constitution, statute, law, ordinance, charter, rule, regulation, or any decision of a court of competent jurisdiction. It is expressly agreed that the City shall have the right to approve the legal counsel providing the City’s defense, and that Applicant shall reimburse the City for any costs and expenses directly and necessarily incurred by the City in the course of the defense. City shall promptly notify the Applicant of any Action brought and City shall cooperate with Applicant in the defense of the Action.
Section 4. The City Council of the City of Santa Ana, after conducting the public meeting, hereby approves Density Bonus Agreement No. 2024-01 as conditioned in Exhibit A attached hereto and incorporated as though fully set forth herein. This decision is based upon the evidence submitted at the above said meeting, which includes, but is not limited to: the Request for City Council Action dated July 16, 2024, and exhibits attached thereto; and the public comments, written and oral, all of which are incorporated herein by this reference.
EXHIBIT 4
City Council 12 – 216 7/16/2024
Resolution No. 2024-XX
ADOPTED this 16th day of July 2024, by the following vote:
AYES: Councilmembers:
NOES: Councilmembers:
ABSENT: Councilmembers:
ABSTENTIONS: Councilmembers:
_______________________
Valerie Amezcua
Mayor
APPROVED AS TO FORM:
Sonia R. Carvalho, City Attorney
By:________________________
Jose Montoya
Assistant City Attorney
EXHIBIT 4
City Council 12 – 217 7/16/2024
Resolution No. 2024-XX
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, __________________, City Clerk, do hereby attest to and certify the attached Resolution No. 2024-XX to be the original resolution adopted by the City Council of the City of Santa Ana on July 16, 2024.
Date: ________________ ____________________________________ City Clerk
City of Santa Ana
EXHIBIT 4
City Council 12 – 218 7/16/2024
EXHIBIT A
Conditions for Approval for Density Bonus Agreement Application No. 2024-01 Density Bonus Agreement Application No. 2024-01 is approved subject to compliance, to the reasonable satisfaction of the Planning Manager, with applicable sections of the Santa Ana Municipal Code, the California Administrative Code, the California Building Standards Code, and all other applicable regulations. In addition, it shall meet the following conditions of approval:
The Applicant must comply with each and every condition listed below prior to exercising the rights conferred by the Density Bonus Agreement.
The Applicant must remain in compliance with all conditions listed below throughout the life of the development project. Failure to comply with each and every condition may result in the revocation/termination of the Density Bonus Agreement.
1. All proposed site improvements must conform to the Development Project (DP) approval of DP No. 2023-12.
2. Any amendment to the DP No. 2023-12, including modifications to approved materials, finishes, architecture, site plan, landscaping, unit count, mix, and square footages must be submitted to the Planning Division for review. At that time, staff will determine if administrative relief is available or if the Development Project Review must be amended.
3. All mechanical equipment shall be screened from view from public and courtyard areas.
4. The plans shall be revised to include a note for the following:
a. The trash enclosure shall be kept locked during non-trash pickup days and when not in use. The area surrounding and within the enclosure shall be kept in a neat and clean condition. No intensive odor shall be emitted from the area.
b. No overcrowding of the trash receptacles is allowed. All trash shall be located within the trash receptacles.
c. The trash lid shall remain closed during all hours when not in use.
5. Prior to issuance of building permits, the Applicant shall submit a construction schedule and staging plan to the Planning Division for review and approval. The plan shall include construction hours, staging areas, parking and site security/screening during project construction.
EXHIBIT 4
City Council 12 – 219 7/16/2024
6. Prior to issuance of building permits, the Applicant shall provide written notification to the residential community located to the west of the site. This notification shall include comprehensive information about the nature of the proposed activities, anticipated timelines, and contact information for inquiries.
The notification shall be delivered via certified mail. Additionally, a designated representative shall be available to address any concerns or inquiries raised by the residential community during this notification period.
7. Prior to issuance of building permits, the Applicant shall submit to the Planning Division and have approved a Parking Management Plan (PMP). The PMP shall provide for measures to address any parking shortages that may result from the project, with terms including but not limited to:
a. Requiring onsite parking permits (such as stickers or hang-tags) for any parking in the onsite parking spaces for both residents and guests; b. Policies for maximum time vehicles may be parked in the surface parking spaces, including any guest parking; and
c. Policies for towing unauthorized vehicles; vehicles parked in unauthorized locations, such as fire lanes; vehicles parking in surface guest parking without a sticker, hang-tag, or other identifiers; and vehicles parked longer than any maximum guest parking timeframes allowed.
8. Two weeks prior to the commencement of construction, notification must be provided to property owners within 500 feet of the project site disclosing the construction schedule, including the various types of activities that would be occurring throughout the duration of the construction period.
9. Prior to installation of landscaping, the Applicant shall submit representative photos and specifications of all trees to be installed on the project site for review and approval by the Planning Division. Specifications shall include, at a minimum, the species, box size (24 inches minimum), brown trunk height (10-foot minimum), and name and location of the supplier.
10.After project occupancy, landscaping and hardscape materials must be maintained as shown on the approved landscape plans.
11.Prior to final occupancy, a Property Maintenance Agreement must be recorded against the property. The agreement will be subject to review and applicability by the Planning and Building Agency, the Community Development Agency, the Public Works Agency, and the City Attorney to ensure that the property and all improvements located thereupon are properly maintained, Applicant (and the EXHIBIT 4
City Council 12 – 220 7/16/2024
owner of the property upon which the authorized use and/or authorized improvements are located if different from the Applicant) shall execute a maintenance agreement with the City of Santa Ana which shall be recorded against the property and which shall be in a form reasonably satisfactory to the City Attorney. The maintenance agreement shall contain covenants, conditions and restrictions relating to the following:
a. Compliance with operational conditions applicable during any period(s) of construction or major repair (e.g., proper screening and securing of the construction site; implementation of proper erosion control, dust control and noise mitigation measure; adherence to approved project phasing etc.);
b. Compliance with ongoing operational conditions, requirements and restrictions, as applicable (including but not limited to hours of operation, security requirements, the proper storage and disposal of trash and debris, enforcement of the parking management plan, and/or restrictions on certain uses);
c. Ongoing compliance with approved design and construction parameters, signage parameters and restrictions as well as landscape designs, as applicable;
d. Ongoing maintenance, repair and upkeep of the property and all improvements located thereupon (including but not limited to controls on the proliferation of trash and debris about the property; the proper and timely removal of graffiti; the timely maintenance, repair and upkeep of damaged, vandalized and/or weathered buildings, structures and/or improvements; the timely maintenance, repair and upkeep of exterior paint, parking striping, lighting and irrigation fixtures, walls and fencing, publicly accessible bathrooms and bathroom fixtures, landscaping and related landscape improvements and the like, as applicable); e. If Applicant and the owner of the property are different (e.g., if the Applicant is a tenant or licensee of the property or any portion thereof), both the Applicant and the owner of the property shall be signatories to the maintenance agreement and both shall be jointly and severally liable for compliance with its terms;
f. The maintenance agreement shall further provide that any party responsible for complying with its terms shall not assign its ownership interest in the property or any interest in any lease, sublease, license or sublicense, unless the prospective assignee agrees in writing to assume EXHIBIT 4
City Council 12 – 221 7/16/2024
all of the duties and obligations and responsibilities set forth under the maintenance agreement;
g. The maintenance agreement shall contain provisions relating to the enforcement of its conditions by the City and shall also contain provisions authorizing the City to recover costs and expenses which the City may incur arising out of any enforcement and/or remediation efforts which the City may undertake in order to cure any deficiency in maintenance, repair or upkeep or to enforce any restrictions or conditions upon the use of the property. The maintenance agreement shall further provide that any unreimbursed costs and/or expenses incurred by the City to cure a deficiency in maintenance or to enforce use restrictions shall become a lien upon the property in an amount equivalent to the actual costs and/or expense incurred by the City; and
h. The execution and recordation of the maintenance agreement shall be a condition precedent to the Certificate of occupancy.
EXHIBIT 4
City Council 12 – 222 7/16/2024
Public Works Agency
www.santa-ana.org/public-works
Item # 13
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
July 16, 2024
TOPIC: Final Tract Map 2017-04, County Tract Map No. 17976
AGENDA TITLE
Receive and File the Notification by the City Engineer of the Final Tract Map No. 2017- 04, County Tract Map No. 17976 at 3025 West Edinger Avenue (Applicant: Haphan Group, Inc., a California Corporation)
RECOMMENDED ACTION
Receive and file.
GOVERNMENT CODE §84308 APPLIES: No
DISCUSSION
On June 4, 2019, the City Council approved Tentative Tract Map 2017-04 (Orange County Tract Map No. 17976) to allow for the subdivision of the property at 3025 West Edinger Avenue into 17 condominium units and the construction of an attached townhome development (Exhibit 1).
Pursuant to the Santa Ana Municipal Code (SAMC) Section 34-127, the review and approval of a Tentative Tract Map is vested in the Planning Commission. Prior to January 21, 2020 the approval of Tentative Tract Maps was vested in the City Council.
Prior to the expiration of the approved Tentative Tract Map, a Final Tract Map is submitted to the City Engineer for review and approval. Pursuant to SAMC Section 34- 183, the City Engineer shall notify the City Council that the Final Tract Map is being reviewed for final approval. The approval of the Final Tract Map is vested in the City Engineer.
The City Engineer is in the process of reviewing the Final Tract Map (Exhibit 2) for technical accuracy, substantial conformance with the Tentative Tract Map, and Compliance with the Subdivision Map Act and City Subdivision Regulations. The City Engineer shall approve or disapprove this map within 10 days after the City Council meeting of July 16, 2024. This report serves as official notification to City Council that Final Tract Map No. 17976 is under review.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with the action.
City Council 13 – 1 7/16/2024
Final Tract Map 2017-04, County Tract Map No. 17976
July 16, 2024
FISCAL IMPACT
There is no fiscal impact associated with this action.
EXHIBIT(S)
1. Tentative Tract Map
2. Final Tract Map
Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency Approved By: Alvaro Nuñez, Acting City Manager
City Council 13 – 2 7/16/2024
EXHIB IT 1
City Council 13 – 3 7/16/2024
EXHIBIT
2 City Council 13 – 4 7/16/2024
EXHIBIT
2 City Council 13 – 5 7/16/2024
Public Works Agency
www.santa-ana.org/public-works
Item # 14
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
July 16, 2024
TOPIC: Council Chambers Restroom and Translation Booth Remodel
AGENDA TITLE
Construction Contract to Loengreen, Inc. for the Council Chambers ADA Restroom and Translation Booth Remodel Project (Project No. 22-0504) (Non-General Fund)
RECOMMENDED ACTION
1. Approve an appropriation adjustment recognizing $554,472 of prior-year fund balance in the CATV Fund, Prior Year Carry Forward revenue account and appropriate the same amount to the CATV Fund, Buildings & Building Improvements expenditure account. (Requires five affirmative votes)
2. Approve an appropriation adjustment recognizing $554,472 of prior-year fund balance in the Liability and Property Insurance Fund, Prior Year Carry Forward revenue account and appropriate the same amount to the Risk Management Projects, Buildings & Building Improvements expenditure account. (Requires five affirmative votes)
3. Award construction contract to Loengreen, Inc., the lowest responsible bidder, in accordance with the base bid in the amount of $821,440 for construction of the Council Chambers ADA Restroom and Translation Booth Remodel Project, for the term beginning July 16, 2024 and ending upon project completion, and authorize the City Manager to execute the contract.
4. Approve the Project Cost Analysis for a total estimated construction delivery cost of $1,108,994 which includes $821,440 for the construction contract, $123,216 for contract administration, inspection, and testing, and a $164,288 project contingency for unanticipated or unforeseen work.
5. Approve an amendment to the Fiscal Year 2024-25 Capital Improvement Program to include $1,108,944 in construction funding from the CATV Fund and Liability Property Insurance Fund.
GOVERNMENT CODE §84308 APPLIES: No
City Council 14 – 1 7/16/2024
Council Chambers Restroom and Translation Booth Remodel July 16, 2024
DISCUSSION
The Public Works Agency (PWA) maintains most City facilities, including the Council Chambers Restrooms and Translator Room. Over the last few years, the Council Chambers has undergone renovations including new paint, flooring, and seating. In efforts to continue providing the public, City Council, and staff with a safe and accessible meeting space, the City Manager’s Office and Risk Management plan to continue with renovations by modifying the public restrooms to be Americans with Disabilities Act (ADA) compliant and creating a new translation room. The restrooms will be renovated from a male and female restroom to two public single use all gender bathrooms and one ADA all gender restroom. Additionally, there will be one new all gender restroom available only for council members as an enhanced safety measure (Exhibit 1). The new translation (interpreter) room will allow for higher quality translations with a sound controlled space to allow for a larger variety of languages to be translated. This will increase accessibility for more Santa Ana residents to participate in council meetings while also increasing the professionalism of the meetings through greater varieties of translations and higher quality sound control.
Public Outreach and Contractor Participation
To provide an opportunity for local vendors to submit bids, staff specifically reached out to Santa Ana vendors to encourage their participation in bids. A total of three bids were received. Bids were not received from any Santa Ana contractors. The project was advertised in PlanetBids from April 19 through May 10, 2024.
Bid Results Summary
Rank Bidder’s Name Location Base Bid
1 Loengreen, Inc La Canada, CA $821,440
2 CALTEC Corp. Westminster, CA $1,050,000
3 MLC Constructors Inc Corona, CA $1,185,670
A total of three bids were received and all were deemed responsive. Loengreen, Inc. submitted the lowest responsive base bid in the amount of $821,440 (Exhibit 2). As specified in the bid documents, the lowest bid shall be determined on the basis of the Base Bid. Based on the bid analysis and a contractor’s reference check, staff recommends awarding the construction contract to Loengreen, Inc. for the base bid of $821,440 (Exhibit 3).
Project Delivery
To deliver a complete project, in addition to the construction contract, the estimated total project delivery cost includes construction administration, inspection, and testing, along with an allowance for contingencies to account for unexpected or unforeseen conditions. Construction administration and inspection includes construction management and implementation of the labor requirements. As indicated in the Cost Analysis (Exhibit 4) and as summarized in the table below, the estimated total construction delivery cost of the project is $1,108,944 (Exhibit 5).
City Council 14 – 2 7/16/2024
Council Chambers Restroom and Translation Booth Remodel July 16, 2024
Project Item Total
Construction Contract Bid Amount $821,440
Construction Administration, Inspection, Testing $123,216 Contingencies $164,288
TOTAL ESTIMATED CONSTRUCTION COSTS $1,108,944
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
Approval of the requested Appropriation Adjustments will recognize $554,472 of prior year fund balance from CATV Fund, Prior Year Carry Forward revenue account (No. 02103002-50001) and $554,472 of prior year fund balance from the Liability and Property Ins Fund, Prior Year Carry Forward revenue account (No. 08009002-50001), and appropriate it to the CATV Fund, Buildings & Building Improvements expenditure account. (No. 02103010-66200) and the Risk Management Projects, Buildings & Building Improvements expenditure account (No. 08009053-66200).
EXHIBIT(S)
1. Location Map
2. Bid Proposal
3. Agreement with Loengreen, Inc.
4. Cost Analysis
5. FY 2024-25 Capital Improvement Program Sheet
Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency Approved By: Alvaro Nuñez, Acting City Manager
Fiscal
Year
Accounting UnitAccount #Fund
Description
Accounting Unit,
Account Description Amount
Appropriation Adjustment
2024-25 02103010-66220
(22-0504) CATC Fund
CATV Capital Support
(PEG), Buildings &
Building Improvements
$554,472
2024-25 08009053-66200
(22-0504)
Liability and
Property
Insurance Fund
Risk Management
Projects, Buildings &
Building Improvements
$554,472
TOTAL $1,108,944
City Council 14 – 3 7/16/2024
EXHIBIT 1
SANTA ANA
Project No. 22-0504: Council Chambers
ADA Restroom and Translation Booth
Location Map
PWA
PUBLICWORKS AGENCY
City Council 14 – 4 7/16/2024
EXHIBIT 2
City Council 14 – 5 7/16/2024
City Council 14 – 6 7/16/2024
CITY OF SANTA ANA
PROPOSAL
PROJECT NO.: 22-0504
COUNCIL CHAMBERS RESTROOM & TRANSLATION ROOM
P-3 of P-17
BIDDER’S STATEMENT
BIDDER understands and agrees that this Bid Proposal, Contract Documents and subsequent Construction Contract Agreement shall constitute the entire agreement between BIDDER and the AGENCY only after it has been accepted by the City Council, endorsed by the Clerk of the Council with her signature and official seal noting hereon the action of approval of the Council, signed by the Public Works Agency Executive Director or his/her duly authorized agent, and signed by the City Attorney, denoting his approval of the form of this document, and its execution, and when it or an exact copy of it has been either delivered to BIDDER or deposited with the United States Postal Service properly addressed to the BIDDER with the correct postage affixed thereto.
BIDDER further agrees that upon delivery (as defined above) of the accepted agreement he/she will furnish AGENCY all required bonds and certificate of liability insurance within ten (10) business days or the funds, check, draft, or BIDDERS bond substituted in lieu thereof accompanying this proposal shall become the property of the AGENCY and shall be considered as payment of damages due to the delay and other causes suffered by AGENCY because of the failure to furnish the necessary bonds and because it is distinctly agreed that the proof of damages actually suffered is difficult to ascertain; otherwise said funds, check, drafts, or BIDDER’S bond substituted in lieu thereof shall be returned to the undersigned.
BIDDER understands that a bid is required for the entire work, the estimated quantities set forth in the bid schedule are solely for the purpose of comparing bids, and that final compensation under the contract will be based upon the actual quantities of work satisfactorily completed. The BIDDER also certifies that the bid is a balanced bid.
In accordance with Section 7028.15 of the California Business and Professions Code, the undersigned certifies under penalty of perjury that the foregoing is true and correct.
Name of Firm
Signature of BIDDER
Title
(If an individual, so state. If a firm or co-partnership, state the firm name and give the names of all individual co-partners composing the firm. If a corporation, state legal name of corporation, and names of President, Secretary, Treasurer and Manager, thereof.)
LOENGREEN INC
President
City Council 14 – 7 7/16/2024
CITY OF SANTA ANA
PROPOSAL
PROJECT NO.: 22-0504
COUNCIL CHAMBERS RESTROOM & TRANSLATION ROOM
P-4 of P-17
CONTRACTOR’S LICENSING AND REGISTRATION STATEMENT
The undersigned contractor, or corporate officer, declares under penalty of perjury that he/she and all his/her subcontractors are registered with the State of California Department of Industrial Relations (DIR), and that the following is true and correct.
Contractor’s Name:
Business Address:
Business E-Mail Address:
Telephone:
State Contractor’s License No. and Class:
License Expiration Date:
State Dept. of Industrial Relations (DIR)
Registration No.:
State Dept. of Industrial Relations (DIR)
Registration Expiration Date:
Signed:
Title:
LOENGREEN INC
4728 Commonwealth Ave, La Canada, CA 91011
[email protected]
833-655-2278
General Building B 1036448
03/31/2026
1000526947
06/30/2024
President
City Council 14 – 8 7/16/2024
CITY OF SANTA ANA
PROPOSAL
PROJECT NO.: 22-0504
COUNCIL CHAMBERS RESTROOM & TRANSLATION ROOM
P-5 of P-17
PREVAILING WAGE COMPLIANCE AND MONITORING STATEMENT
Contractor is aware of the requirements of California Labor Code Section 1720, et seq., as well as California Code of Regulations, Title 8, Section 16,000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. Since the services are being performed as part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and since the total compensation is $1,000 or more, Contractor agrees to fully comply with such Prevailing Wage Laws.
City shall provide Contractor with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement. Contractor shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the services available to interested parties upon request, and shall post copies at the Contractor’s principal place of business and at the project site.
Contractor shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
The undersigned certifies that the foregoing is true and correct.
Name of Firm
Signature of BIDDER
Title
(if an individual, so state)
LOENGREEN INC
President
City Council 14 – 9 7/16/2024
City Council 14 – 10 7/16/2024
City Council 14 – 11 7/16/2024
City Council 14 – 12 7/16/2024
City Council 14 – 13 7/16/2024
CITY OF SANTA ANA
PROPOSAL
PROJECT NO.: 22-0504
COUNCIL CHAMBERS RESTROOM & TRANSLATION ROOM
P-8 of P-17
LIST OF SUB-CONTRACTORS
Section 4100 et. seq. of the Public Contract Code requires listing of all subcontractors with the bid for all subcontract work exceeding the following amount:
o Streets, highways including bridge projects: ½% of the bid or $10,000, whichever is greater o Buildings, parks, or other projects: ½% of the bid
Section 1725.5 of the Public Contract Code requires all Subcontractors be registered with the State Department of Industrial Relations (DIR).
BIDDER proposes to subcontract certain portions of the work to the firms listed below:
Name Name
License #/Exp. License #/Exp.
DIR Reg. #/Exp. DIR Reg. #/Exp.
Location Location
Phone Phone
Type Of Work Type Of Work
Amount $ Amount $
Name Name
License #/Exp. License #/Exp.
DIR Reg. #/Exp. DIR Reg. #/Exp.
License # License #
Location Location
Phone Phone
Type Of Work Type Of Work
Amount $ Amount $
Name Name
License #/Exp. License #/Exp.
DIR Reg. #/Exp. DIR Reg. #/Exp.
License # License #
Location Location
Phone Phone
Type Of Work Type Of Work
Amount $ Amount $
Signature of Bidder
Ainos Electric Inc
1061430/ 12/31/2025
1001030965/ 06/30/2025
702 N ETHAN WAY, ANAHEIM, CA 92805
949-533-4788
Electrical
$45,000.00
Pacific Plumbing
266807/ 11/30/2025
1000009561/ 06/30/2025
615 E. Washington Ave., P.O. Box 1494, Santa Ana, Ca 92702 714-547-6967
Plumbing
$75,348.00
J. COLAVIN & SON, INC.
260803/ 07/31/2025
1000001458/ 06/30/2025
260803
5323 ALHAMBRA AVE. LOS ANGELES CA 90032
323-225-8212
Tile works
$40,880.00
City Council 14 – 14 7/16/2024
CITY OF SANTA ANA
PROPOSAL
PROJECT NO.: 22-0504
COUNCIL CHAMBERS RESTROOM & TRANSLATION ROOM
P-9 of P-17
REFERENCES
The following are the names, addresses, and telephone numbers for THREE public agencies for which the BIDDER has performed similar work within the past three years.
1. Name and Address of Owner.
Name and Telephone Number of person familiar with project.
Contract Amount Type of Work Date Completed
2. Name and Address of owner.
Name and Telephone Number of person familiar with project.
Contract Amount Type of Work Date Completed
3. Name and Address of owner.
Name and Telephone Number of person familiar with project.
Contract Amount Type of Work Date Completed
The following are the names, addresses, and telephone numbers of all brokers and sureties from whom BIDDER intends to procure insurance and bonds.
Elsa Robinson, 714-993-8189
$423,000.00 Remodeling 10/22/2023
City of Placentia, 401 E Chapman Ave, Placentia, CA 92870 City of Placentia, 401 E Chapman Ave, Placentia, CA 92870 Christopher Tanio, 714-993-8189
$1,643,000.00 Tenant improvement 05/15/2024
Wiseburn Unified School District, 201 N Douglas St, El Segundo, CA 90245 Archie Smith, 310-725-2101
$36,556.00 Repair 12/28/2023
Surety Bond: Aaron Fosburg, Assured Partners, 714-808-2524, 2913 S Pullman Street, Santa Ana, CA 92705 Insurance: Cal-Kor Insurance, Eugene Kim, 213-616-1630, 3255 Wilshire Blvd STE1500, Los Angeles, CA 90010 City Council 14 – 15 7/16/2024
CITY OF SANTA ANA
PROPOSAL
PROJECT NO.: 22-0504
COUNCIL CHAMBERS RESTROOM & TRANSLATION ROOM
P-10 of P-17
ADDITIONAL REFERENCES
The following are the names, addresses, and telephone numbers for THREE public agencies for which the BIDDER or Subcontractor has performed similar work in the past five years.
1. Name and Address of Owner.
Name and Telephone Number of person familiar with project.
Contract Amount Type of Work Date Completed
2. Name and Address of owner.
Name and Telephone Number of person familiar with project.
Contract Amount Type of Work Date Completed
3. Name and Address of owner.
Name and Telephone Number of person familiar with project.
Contract Amount Type of Work Date Completed
The following are the names, addresses, and telephone numbers of all brokers and sureties from whom BIDDER intends to procure insurance and bonds.
Clark County, Nevada, 500 S Grand Central Pky, Las Vegas, 89155 Kety Jabbour, 702-455-2689
#397,500.00 Shade structure 12/13/2022
City Council 14 – 16 7/16/2024
City Council 14 – 17 7/16/2024
City Council 14 – 18 7/16/2024
CITY OF SANTA ANA
PROPOSAL
PROJECT NO.: 22-0504
COUNCIL CHAMBERS RESTROOM & TRANSLATION ROOM
P-12 of P-17
NON-DISCRIMINATION CERTIFICATE
The undersigned contractor or corporate officer, during the performance of this contract, certifies as follows:
1. The Contractor shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Contractor 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 Contractor agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause.
2. The Contractor shall, in all solicitations or advertisements for employees placed by or on behalf of the Contractor, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin.
3. The Contractor 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 Contractor’s commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment.
4. The Contractor 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 Contractor 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 Contractor’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 Contractor may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law.
City Council 14 – 19 7/16/2024
CITY OF SANTA ANA
PROPOSAL
PROJECT NO.: 22-0504
COUNCIL CHAMBERS RESTROOM & TRANSLATION ROOM
P-13 of P-17
7. The Contractor shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Contractor becomes involved in, or is threatened with, litigation with a subcontractor or vendor as a result of such direction by the administering agency, the Contractor may request 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 contractor of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter.
Signed:
Title:
Firm:
Date:
President
LOENGREEN INC
05/10/2024
City Council 14 – 20 7/16/2024
CITY OF SANTA ANA
PROPOSAL
PROJECT NO.: 22-0504
COUNCIL CHAMBERS RESTROOM & TRANSLATION ROOM
P-14 of P-17
STATEMENT REGARDING APPRENTICESHIP REQUIREMENTS
The undersigned BIDDER is familiar with the requirements of Section 1777.5 of the State Labor Code regarding employment of apprentices, and understands that contractors on contracts exceeding $30,000 or 20 working days shall:
1. Apply to the joint apprenticeship committee administering the apprenticeship standards of the craft or trade in the area of the site of the public work for a certificate approving the contractor under the apprenticeship standards for the employment and training of apprentices in the area or industry affected.
2. Employ the number of apprentices or the ratio of apprentices to journeymen stipulated in the apprenticeship standards.
3. Contribute to the fund or funds in each craft or trade in which he/she employs journeymen or apprentices on the public work, in the same amount or upon the same basis and in the same manner as the other contractors, except contractors not signatory to the trust agreement shall pay a like amount to the California Apprenticeship Council.
Signed:
Title:
Firm:
Date:
President
LOENGREEN INC
05/10/2024
City Council 14 – 21 7/16/2024
CITY OF SANTA ANA
PROPOSAL
PROJECT NO.: 22-0504
COUNCIL CHAMBERS RESTROOM & TRANSLATION ROOM
P-15 of P-17
STATEMENT REGARDING “ANTI-KICKBACK” REQUIREMENTS
The undersigned is submitting this proposal for performing by contract the work required by these bid documents, agrees to comply with the Copeland “Anti-Kickback” Act (18 USC 74) as supplemented in the Department of Labor regulations (29 CFR, Part 3). This act provides that each contractor or subcontractor shall be prohibited from inducing, by any means, any person employed in the construction or repair of public work, to give up any part of the compensation to which he/she is otherwise entitled.
Signed:
Title:
Firm:
Date:
President
LOENGREEN INC
05/10/2024
City Council 14 – 22 7/16/2024
CITY OF SANTA ANA
PROPOSAL
PROJECT NO.: 22-0504
COUNCIL CHAMBERS RESTROOM & TRANSLATION ROOM
P-16 of P-17
PUBLIC CONTRACT CODE SECTION 10162 QUESTIONNAIRE
In conformance with Public Contract Code Section 10162, the BIDDER shall complete, under penalty of perjury, the following questionnaire:
Has the BIDDER, any officer of the BIDDER, or any employee of the BIDDER who has a proprietary interest in the BIDDER, ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal, state, or local government project because of a violation of law or a safety regulation?
Yes No
If the answer is yes, explain the circumstances in the following space.
V
City Council 14 – 23 7/16/2024
CITY OF SANTA ANA
PROPOSAL
PROJECT NO.: 22-0504
COUNCIL CHAMBERS RESTROOM & TRANSLATION ROOM
P-17 of P-17
STATEMENT REGARDING COMMUNITY WORKFORCE AGREEMENT (CWA)
REQUIREMENTS
This is to certify that the undersigned BIDDER, and subcontractors, have read and understood the CWA entered into by and between the City of Santa Ana, the Los Angeles/Orange Counties Building and Construction Trades Council, and the signatory Craft Councils and Local Unions, effective as of September 1, 2017. The CWA is available at:
https://www.santa-ana.org/documents/community-workforce-agreement/ The undersigned BIDDER hereby agrees to comply with all terms and conditions of the CWA, and is capable of completing construction of the project continuously, and without interruptions or delays. If awarded any work covered by the CWA, BIDDER will also be required to sign the Letter of Assent that appears as Attachment A to the CWA.
The undersigned BIDDER has reviewed the Public Works Construction Permit and required deposit described in Section 2-2a and the Notice of Inviting Bids.
Signed:
Title:
Firm:
Date:
President
LOENGREEN INC
05/10/2024
Type text here
City Council 14 – 24 7/16/2024
CITY OF SANTA ANA
CONSTRUCTION CONTRACT
rev. 08/01/2023 Page 1 of 3
PROJECT 22-0504
COUNCIL CHAMBERS ADA RESTROOM AND TRANSLATION BOOTH REMODEL This CONSTRUCTION CONTRACT is made and entered into this 16th day of July, 2024 by and between the City of Santa Ana, California, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (hereinafter “CITY”), and Loengreen, Inc. (hereinafter “CONTRACTOR”).
WITNESSETH:
The CITY and the CONTRACTOR, for the consideration hereinafter named, mutually agree as follows:
1. CONTRACTOR agrees to perform all the work and furnish all the materials at its own cost and expense necessary to construct and complete in a good and workmanlike manner and to the satisfaction of the City Engineer of the CITY, the Council Chambers ADA Restroom And Translation Booth Remodel Project (hereinafter referred to as the “WORK OF IMPROVEMENT”) identified in and in accordance with the Contract Documents prepared by the City’s Public Works Agency and approved by the City Council.
2. The complete Construction Contract consists of the “Contract Documents” as defined by the Standard Specifications for Public Works Construction and which include the following:
Notice Inviting Bids
Information to Bidders
Bid Proposal
Bid Bond
Contract Form
Contract Bonds
General Provisions
Special Provisions
Technical Provisions and Project Plans
Community Workforce Agreement
Appendices
In case of conflict between the Contract Documents, the precedence of documents shall be as established in the Standard Specifications for Public Works Construction.
3. CITY agrees to pay and CONTRACTOR agrees to accept in full payment to complete the WORK OF IMPROVEMENT the sum total amount not to exceed Eight-Hundred Twenty One Thousand Four Hundred Forty Four and No Cents ($821,440.00), as set forth and identified in the BID PROPOSAL, which is attached hereto and incorporated herein as Exhibit “A,” and in accordance with Section 2-7.1 of the Greenbook: Standard Specifications for Public Works Construction.
The BID PROPOSAL contains a schedule of unit price(s) or lump sum(s) based on approximate quantities only, and the City does not expressly or by implication agree that the actual amount of work will correspond therewith, but reserves the right to increase or decrease the amount of any EXHIBIT 3
City Council 14 – 25 7/16/2024
class or portion of the work or to omit portions of the work as may be deemed necessary or advisable.
4. CONTRACTOR agrees to complete the WORK OF IMPROVEMENT within the time specified in the Time for Completion of Improvements section of the BID PROPOSAL (Exhibit “A”) including commencing construction within the timeframe therein specified after issuance of a Notice to Proceed.
5. The CONTRACTOR will pay, and will require all subcontractors to pay, all employees on the WORK OF IMPROVEMENT a salary or wage at least equal to the prevailing salary or wage established for such work as set forth in the wage determinations for this work in accordance with applicable State and Federal law.
6. If applicable, the CONTRACTOR shall adhere to the CITY’S Community Workforce Agreement (CWA), a pre-hire collective bargaining agreement, which establishes the labor relations policies and procedures for CONTRACTOR to follow in the crafts persons employed to complete the WORK OF IMPROVEMENT as more fully described in the CWA. The CWA may be found on the City’s website at: http://www.santa-ana.org/pwa/documents/CWA.pdf
7. CONTRACTOR shall, after award of this Contract, furnish two bonds to be approved by the CITY, one in the amount of One Hundred Percent (100%) of the Contract price, to guarantee the faithful performance of the work (Performance Bond), and one in the amount of One Hundred Percent (100%) of the Contract price to guarantee payment of all claims for labor and materials furnished (Payment Bond). This Contract shall not become effective until such bonds are supplied to and approved by the CITY.
8. CONTRACTOR shall, prior to the release of the performance and payment bonds or the retention payment, furnish a warranty performance and payment bond (Warranty Bond). Said Warranty Bond shall also be required as a condition of project acceptance. For projects up to Five Hundred Thousand Dollars ($500,000), the Warranty Bond amount shall be the greater of Ten Thousand Dollars ($10,000) or Twenty Percent (20%) of the final contract price. For projects above Five Hundred Thousand Dollars ($500,000), the Warranty Bond amount shall be the greater of One Hundred Thousand Dollars ($100,000) or Ten Percent (10%) of the final contract price.
9. CONTRACTOR shall, after award of this Contract, furnish Certificates of Liability Insurance and Worker’s Compensation Insurance as outlined in the General Provisions, to be approved by the CITY.
10. INDEMNIFICATION.
To the fullest extent allowed by law, CONTRACTOR and its Subcontractors hereby agree to defend, indemnify, and hold harmless CITY, its City Council, boards and commissions, officers, agents, employees, representatives and volunteers (hereinafter collectively referred to as "Indemnitees"), through legal counsel acceptable to CITY, from and against any liability, claims, actions, costs, damages or losses, including reasonable costs and attorney’s fees, for injury, including death to any person or damage to any property, arising directly or indirectly from, or in any manner relating to, any of the following:
(i) Performance or nonperformance of the Work of Improvement by CONTRACTOR or its Subcontractors of any lower tier;
City Council 14 – 26 7/16/2024
(ii) Performance or nonperformance by CONTRACTOR or its Subcontractors of any lower tier, of any of the obligations under the Contract Documents; (iii) The construction activities of CONTRACTOR or its Subcontractors of any lower tier, either on the project site or on other properties;
(iv) The payment or nonpayment by CONTRACTOR of any of its Subcontractors of any lower tier, for Work of Improvement performed on or off the project site; and (v) Any personal injury, property damage or economic loss to third persons related to and arising from the performance or nonperformance by CONTRACTOR or its Subcontractors of any lower tier, of the Work of Improvement.
(vi) The indemnity obligations of Subcontractors provided by this Section shall be included in all subcontract documents issued by CONTRACTOR.
Nothing in the Contract Documents shall be construed to give rise to any implied right of indemnity in favor of CONTRACTOR against CITY or any other Indemnitee.
IN WITNESS WHEREOF, the parties hereto have executed this Construction Contract on the day and year first above written.
ATTEST: CITY OF SANTA ANA
JENNIFER L. HALL ALVARO NUÑEZ
City Clerk Acting City Manager
APPROVED AS TO FORM:
SONIA R. CARVALHO CONTRACTOR:
City Attorney Loengreen, Inc.
By:
JOSE MONTOYA NAME:
Assistant City Attorney TITLE:
RECOMMENDED FOR APPROVAL:
NABIL SABA, PE
Executive Director
Public Works Agency
Jeong Won Hong
President
Nabil Saba Digitally signed by Nabil Saba
Date: 2024.07.02 11:49:49
-07'00'
City Council 14 – 27 7/16/2024
City Council 14 – 28 7/16/2024
City Council 14 – 29 7/16/2024
EXHIBIT 4
Construction Contract $ 821,440.00
Contract Administration, Inspection and Testing $ 123,216.00 Contingencies $ 164,288.00
TOTAL ESTIMATED CONSTRUCTION COSTS $ 1,108,944.00
CONSTRUCTION OF PROJECT NO. 22-0504: Council Chambers ADA Restroom and Translation Booth Remodel
COST ANALYSIS
City Council 14 – 30 7/16/2024
I PROJECT TITLE:
Council Chambers & Translation
Room
PROJECT CATEGORY:
City & Park Facility Improvements
Facility
I - -
LOCATION MAP Al _N_
I
-::--
AGENCY:
Public Works
CITY OF SANTA ANA FY 24/25CIP
CAPITAL IMPROVEMENT PROJECT WORKSHEET
-
PROJECT DESCRIPTION: PROJECT NEED:
The City of Santa Ana (City) is soliciting competitive bids from qualified contractors to provide restroom repair I remodel and ADA compliance limited to the area of work, new plumbing fixtures, new restroom accessories, new flooring, new led lighting, new power and plumbing, new ADA restroom signage and door. provide translator booth room, repair existing concrete slab, new lighting, mechanical system modification, provide new staircase.
City Facilities needs some remodel to include new fixture and repairs in order to make accessible.
PROJECT COSTS FY 24/25
Engineering 1,108,944
TOTAL 1,108,944
SOURCE OF FUNDS FY 24/25
554,472
Liability & Property Insurance 554,472
TOTAL 1,108,944
DIVISION:
Parks, Fleet & Facilities
FY 25/26 FY 26/27 FY 27/28 FY 28/29
FY 25/26 FY 26/27 FY 27/28 FY 28/29
CONTACT:
Suzi Furjanic, Assoc. Park Planner
FY 29/30
FY 29/30
FY 30/31
FY 30/31
DATE:
18-Jun-2024
EXHIBIT 5
City Council 14 – 31 7/16/2024
Public Works Agency
www.santa-ana.org/public-works
Item # 15
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
July 16, 2024
TOPIC: On-Call Engineering Plan Check Services
AGENDA TITLE
Agreements with Willdan Engineering Inc., TKE Engineering, Inc., Charles Abbott Associates, Inc., Harris & Associates, Inc., and Cannon Corporation for On-Call Engineering Plan Check Services
RECOMMENDED ACTION
Authorize the City Manager to execute agreements with the firms listed below to provide on-call engineering plan check services for a three-year period beginning July 16, 2024, and expiring June 30, 2027, with a provision for one, two-year renewal option for a total aggregate amount not to exceed $1,500,000 for the term of the agreement and for the total annual compensation not to exceed $300,000, including renewal options, exercisable by the City Manager (Core Agreement No. A-2024-XXX).
Firms Location
Willdan Engineering, Inc. Anaheim, CA
TKE Engineering, Inc. Riverside, CA
Charles Abbott Associates, Inc. Mission Viejo, CA
Harris & Associates, Inc. Irvine, CA
Cannon Corporation Irvine, CA
GOVERNMENT CODE §84308 APPLIES: Yes
DISCUSSION
The Public Works Agency (PWA)’s Engineering Services Division supports public and private property development by reviewing plans and issuing permits. In prior years, the City has utilized consultant firms on an as-needed basis to meet the goals and objectives of the City. The volume of development activity fluctuates and on-call plan checking services are required to keep up with demand and deliver timely services for the community.
The plan checking and permit fees that the City charges developers are based on cost recovery and the on-call nature of the recommended contracts ensures that the City can maintain responsiveness. The table shown below summarizes the number of permits that PWA has issued over the last five fiscal years.
City Council 15 – 1 7/16/2024
On-Call Plan Check Services
July 16, 2024
Fiscal Year Count of PWA Permits Issued
2018-2019 1,288
2019-2020 1,099
2020-2021 1,336
2021-2022 1,260
2022-2023 1,283
On March 19, 2024, PWA released a Request for Proposals (RFP) for on-call engineering plan check services. Seventeen (17) proposals were evaluated by a review committee, where each firm was rated according to its organization, credentials, resumes, references, and fees to provide the required services.
The list of the firms and each respective ranking is as follows:
Firm City Rank
Willdan Engineering Anaheim, CA 1
TKE Engineering, Inc. Riverside, CA 2
Charles Abbott Associates, Inc. Mission Viejo, CA 3
Harris & Associates Irvine, CA 4
Cannon Corporation Irvine, CA 5
Staff recommends that Willdan Engineering, Inc., TKE Engineering, Inc., Charles Abbott Associates, Inc., Harris & Associates, Inc., and Cannon Corporation be retained to provide On-Call Engineering Plan Check Services (Exhibits 1-5).
In order to provide the best services to the City, staff will endeavor to distribute work equally among the five consultants, but reserves the right to assign more work to one or more consultants over another based on type of availability of staff and performance, among other factors.
FISCAL IMPACT
The current fiscal year funding is available in the FY 2024-25 budget and future fiscal year funding will be included in the proposed budgets for City Council consideration.
Fiscal
Year
Accounting
UnitAccount #
Fund
Description
Accounting Unit,
Account Description
Amount
2024-25 10117605-
62300
Public WorksAdmin & Planning
Public WorksDevelopment
Engineering, Contract
Services –
Professional
$250,000
City Council 15 – 2 7/16/2024
On-Call Plan Check Services
July 16, 2024
Fiscal
Year
Accounting
UnitAccount #
Fund
Description
Accounting Unit,
Account Description
Amount
2024-25 10117605-
62302
Public WorksAdmin & Planning
Public WorksDevelopment
Engineering,
Contracted Vendor
Personnel Services
$50,000
2025-26 10117605-
62300
Public WorksAdmin & Planning
Public WorksDevelopment
Engineering, Contract
Services –
Professional
$300,000
2026-27 10117605-
62300
Public WorksAdmin & Planning
Public WorksDevelopment
Engineering, Contract
Services –
Professional
$300,000
Optional Extensions
2027-28 10117605-
62300
Public WorksAdmin & Planning
Public WorksDevelopment
Engineering, Contract
Services –
Professional
$300,000
2028-29 10117605-
62300
Public WorksAdmin & Planning
Public WorksDevelopment
Engineering, Contract
Services –
Professional
$300,000
TOTAL $1,500,000
EXHIBIT(S)
1. Agreement – Willdan Engineering, Inc.
2. Agreement – TKE Engineering, Inc.
3. Agreement – Charles Abbott Associates, Inc.
4. Agreement – Harris & Associates, Inc.
5. Agreement – Cannon Corporation
Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency Approved By: Alvaro Nuñez, Acting City Manager
City Council 15 – 3 7/16/2024
AGREEMENT WITH WILLDAN ENGINEERING, INC. TO PROVIDE ON-CALL
ENGINEERING PLAN CHECK SERVICES FOR THE CITY OF SANTA ANA THIS AGREEMENT is made and entered into on this 16th day of July, 2024 by and between Willdan Engineering, Inc., a California corporation (“Contractor”), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (“City”).
RECITALS
A. On March 19, 2024, the City issued Request for Proposal (“RFP”) No. 24-035, by which it sought qualified firms to provide on-call engineering plan check services for the City’s Public Works Agency.
B. Contractor submitted a responsive proposal that was among those selected by the City. Contractor represents that it is able and willing to provide the services described in the scope of work that was included in RFP 24-035.
C. In undertaking the performance of this Agreement, Contractor represents that it is knowledgeable in its field and that any services performed by Contractor under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional engineering firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
On an on-call basis, and at the City’s sole discretion, Contractor shall perform the services described in the scope of work that was included in RFP No. 24-035, which is attached as Exhibit A, and as more specifically delineated in Contractor’s proposal, which is attached as Exhibit B and incorporated in full.
2. COMPENSATION
a. City neither warrants nor guarantees any minimum or maximum compensation to Contractor under this Agreement. Contractor shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit C. Contractor is one of five (5) contractors selected to provide engineering plan check services on an on-call basis under RFP 24-035. The total annual compensation for the services provided by all such contractors selected under RFP 24-035 shall not exceed the aggregate amount of Three Hundred Thousand Dollars and Zero Cents ($300,000). The total aggregate amount to be expended by all such contractors during the full term of the Agreement, including extension periods, if any, shall not not exceed One Million Five Hundred Thousand Dollars and Zero Cents ($1,500,000). b. Payment by City shall be made within 45 days (forty-five) days following receipt of proper EXHIBIT 1
City Council 15 – 4 7/16/2024
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.
3. TERM
This Agreement shall commence on the date first written above for an initial three year term and terminate on June 30, 2027, unless terminated earlier in accordance with Section 16, below. The term of this Agreement may be extended for a single, two-year extension upon a writing executed by the City Manager and City Attorney.
4. PREVAILING WAGES
Contractor is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. If the services being performed are part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Contractor agrees to fully comply with such Prevailing Wage Laws.
Contractor shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
5. INDEPENDENT CONTRACTOR
Contractor shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Contractor performs the services which are the subject matter of this Agreement; however, the services to be provided by Contractor shall be provided in a manner consistent with all applicable standards and regulations governing such services. Contractor shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.
6. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Contractor under this Agreement (“Documents & Data”). Contractor 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. Contractor represents and warrants that Contractor has the legal right to license any and all Documents & Data. Contractor makes no such representation and warranty in regard to Documents & Data which were provided to Contractor by the City. City shall not City Council 15 – 5 7/16/2024
be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.
7. INSURANCE
Prior to undertaking performance of work under this Agreement, Contractor shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below for the entire Term of this Agreement against claims for injuries to persons or damage to property which may arise from or in connection with services, products and materials supplied to City. Total cost of such insurance shall be borne by Contractor.
a. Minimum Scope and Limit of Insurance
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence and $2,000,000 aggregate. Required policy limits can be met with primary and umbrella/excess insurance policies.
2. Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1) with a limit no less than $1,000,000 combined single limits.
3. Workers’ Compensation: as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.
4. Professional Liability Insurance: with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 aggregate.
5. Broader Coverage: if the Contractor maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
b. Other Insurance Provisions
1. Additional Insured Status: The City, its City Council, its officers, officials, employees, and volunteers are to be covered as additional insureds on the Contractor’s CGL, Professional Liability, and Automobile Liability policies, with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connectionwith such work or operations.
2. Waiver of Subrogation: Contractor hereby grants to City a waiver of any right to subrogation that any insurer of said Contractor may acquire against the City by virtue of the payment of any loss under such insurance. Contractor agrees to obtain any City Council 15 – 6 7/16/2024
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.
3. Primary Coverage: For any claims related to this contract, the Contractor’s insurance coverage shall be primary. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Contractor’s insurance and shall not contribute with it.
4. Severability of Interest: A severability of interest provision must apply for all the additional insureds, ensuring that Contractor’s insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the insurer’s limits of liability.
5. Notice of Cancellation: Each insurance policy required above shall provide that coverage shall not be canceled, voided, reduced in coverage or in limits, non-renewed by the carrier, or materially changed except after thirty (30) days prior written notice has been given to City. Ten (10) days prior written notice shall be provided to City for policy cancellation or non-renewal due to non-payment of premium.
6. Self-Insured Retentions: Self-insured retentions must be declared to and approved by the City. The City may require Contractor 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.
7. 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.
8. Claims Made Policies: If any of the required policies provide coverage on a claimsmade basis: (1) the Retroactive Date must be shown and must be before the date of the contract; (2) Insurance must be maintained and evidence of insurance must be provided for at least three years after completion of work; (3) If coverage is canceled or nonrenewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, Contractor must purchase “extended reporting” coverage for a minimum of three years after completion of work.
9. Verification of Coverage: Contractor shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage requiredby this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor’s obligation to provide them.
The City reserves the right to require complete, certified copies of all required insurance policies,including endorsements required by these specifications, at any time.
City Council 15 – 7 7/16/2024
10. Subcontractors: Contractor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors.
11. Special Risks or Circumstances: City reserves the right to modify these requirements, including limits, based on the nature of therisk, prior experience, insurer, coverage, or other special circumstances.
8. INDEMNIFICATION
Contractor 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 Contractor, 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 Contractor 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, the above indemnity shall be limited to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor and excluding such claims that arise out of the sole negligence or misconduct of the indemnified parties.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Contractor 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 Contractor to the City pursuant to this Agreement.
10. RECORDS
Contractor shall keep records and invoices in connection with the work to be performed under this Agreement. Contractor 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 Contractor under this Agreement. All such records and invoices shall be clearly identifiable. Contractor 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. Contractor City Council 15 – 8 7/16/2024
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 Contractor under this Agreement.
11. CONFIDENTIALITY
If Contractor receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Contractor 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 Contractor disclosed in a publicly available source; (c) is in rightful possession of the Contractor without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Contractor without reference to information disclosed by the City.
12. CONFLICT OF INTEREST CLAUSE
Contractor covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement.
13. NON-DISCRIMINATION
Contractor 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. Contractor affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.
14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and Contractor, 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 Contractor. 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 Contractor 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.
City Council 15 – 9 7/16/2024
15. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Contractor, Contractor 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 contractors retained by City.
16. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination.
In such event, Contractor shall be entitled to receive and the City shall pay Contractor compensation for all services performed by Contractor 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 Contractor 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 Contractor consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.
17. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
18. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement.
19. PROFESSIONAL LICENSES
Contractor 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. Contractor 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 City Council 15 – 10 7/16/2024
cause for termination of this Agreement.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney’s fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.
21. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons:
To City:
Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Nabil Saba
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, California 92702
Fax: 714-647-5635
To Contractor:
Tyrone Peter, PE
Director of Engineering
2401 East Katella Avenue, Suite 300
Anaheim, CA 92806
[email protected]
A party may change its address by giving notice in writing to the other party. Thereafter, any City Council 15 – 11 7/16/2024
communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written.
ATTEST: CITY OF SANTA ANA
Jennifer L. Hall
Clerk of the Council
APPROVED AS TO FORM:
Alvaro Nuñez
Acting City Manager
WILLDAN ENGINEERING:
SONIA R. CARVALHO
City Attorney
By:
Kyle Nellesen Name:
Assistant City Attorney Title:
RECOMMENDED FOR APPROVAL:
Nabil Saba
Executive Director
Public Works Agency
Tyrone Peter
Director of Engineering Nabil Saba Digitally signed by Nabil Saba Date: 2024.07.02 11:29:00
-07'00'
City Council 15 – 12 7/16/2024
EXHIBIT A - SCOPE OF WORK
City Council 15 – 13 7/16/2024
City Council 15 – 14 7/16/2024
City Council 15 – 15 7/16/2024
City of Santa Ana
On-Call Engineering Plan
Check Services
Proposal for
April 9, 2024
EXHIBIT B - PROPOSAL
City Council 15 – 16 7/16/2024
Proposal for On-Call Plan Checking Services i
Cover Letter
April 9, 2024
City of Santa Ana
20 Civic Center Plaza
Santa Ana, CA 92701
Attention: Ehab Elias, PE
Senior Civil Engineer
Subject: Proposal for On-Call Engineering Plan Check Services The City of Santa Ana is seeking qualified consultants to provide professional as-needed plan check services. Willdan Engineering (Willdan) is confident that we can continue to successfully provide the requested professional engineering plan check services as a valuable resource to help augment City staff in accomplishing the City’s goals and needs. Throughout this proposal, we have demonstrated the advantages the Willdan team brings to the requested services and ways the City can continue to benefit from having us as its’ supporting consultant. The following strengths are what set us apart from the competition and makes us the best‐qualified support team for the City:
Understanding of City Plan Checking Services. Willdan's plan checking applies City, State and Federal guidelines, particularly the California Subdivision Map Act, NPDES and Low Impact Development requirements and general compliance with City Standards, Ordinances and Regulations. Our staff of experts will stamp and wet sign the approval of engineering documents/plans/maps for accuracy and adequacy and will submit an approval letter stating the same. Open communication is one of the most important elements to the success of a plan check. Willdan will always perform all necessary correspondence and coordination with City Staff to ensure the plan check is completed in a timely manner.
Highly Skilled Project Manager. Ron Stein has f12 years of engineering expertise in land development design and plan check services. Ron presently serves as a Task Leader for Orange County and Project Manager for a similar assignment with the Cities of La Quinta and Rialto. He has led land development engineering teams engaged in the design of projects encompassing all aspects of the City’s scope of work, conducting meticulous QA/QC plan reviews that quality products that adhered to all local agency standards.
Ron’s experience in the design and construction of private and public works projects will add tremendous value to the City’s plan review process from the perspective of constructability and value engineering.
Knowledge of the City. Willdan’s corporate headquarters and project office for this contract is in Anaheim – just 5 miles from the City offices. We have made it our mission to understand the specific needs of each jurisdiction we serve, and tailor our company resources to meet those specific needs. A full staff of professionals is readily available to serve your contract for both in-house and off-site services. We have an established working relationship with City staff and a familiarity with City and County procedures. Our knowledge of Orange County will enable us to initiate work quickly and to respond appropriately to issues that arise during the course of this contract.
City Council 15 – 17 7/16/2024
Proposal for On-Call Plan Checking Services ii
Industry Leader in Electronic Plan Review. Willdan is recognized throughout the industry as a leader in electronic plan review. Willdan developed an electronic plan review system more than 20 years ago and has remained on the forefront of electronic plan review software usage. We are proficient in the use of Bluebeam and other software programs.
Quick Turnaround Times. Willdan is well-known for providing high quality, accurate plan reviews in a timely manner. We understand that time is of critical importance to the City and to the development of the community. We are dedicated to meeting standard and “fast track” turnaround deadlines.
Staffing Resources. Our bench of licensed and technical experts consists of specialists in construction management, construction observation, water resources, highway and roadway engineering, drainage and flood control, structural engineering, traffic and transportation engineering, geotechnical engineering and materials testing/inspection, municipal engineering, landscape architecture, environmental planning, building safety, urban and regional planning, and other technical fields. The breadth and diversity of the firm's expertise means our experts can draw upon the considerable experience of the firm – maximizing efficiency, productivity, and quality in meeting project schedules and budgets. Other services such as federal invoicing and labor compliance can be provided with in-house staffing resources.
Tyrone Peter, PE, Director of Engineering of Willdan Engineering is authorized to contractually bind Willdan. Ron Stein, PE, ENV SP will serve as Project Manager will oversee all day-to-day services provided to the City and can be reached as shown below:
Willdan’s federal tax id number is 95-2295858. This statement is valid for 365 calendar days from the above date. All the information submitted with this proposal is true and correct to the best of our knowledge. We appreciate the opportunity to submit this proposal and look forward to discussing our proposal with you and your staff.
WILLDAN ENGINEERING
Tyrone Peter, PE
Director of Engineering
910005\06-160\P24-115_26203
Tyrone Peter, PE
Director of Engineering
Willdan Engineering
2401 East Katella Avenue, Suite 300
Anaheim, CA 92806
(657) 223‐8557
[email protected]
Ron Stein, PE, QSD, ENV SP
Project Manager III
Willdan Engineering
13191 Crossroads Parkway North, Suite 405
Industry, CA 91746
(714) 204-9257
[email protected]
City Council 15 – 18 7/16/2024
Proposal for On-Call Plan Checking Services iii
Table of Contents
Cover Letter........................................................................................................................... i Contract Agreement Statement ........................................................................................... 4 Agreement Exceptions ....................................................................................................4 Qualifications of the Firm .................................................................................................... 5 Firm and Team Experience .............................................................................................6 Proposed Staffing............................................................................................................7 Organizational Chart........................................................................................................7 Technical Support Team .................................................................................................8 Subconsultants................................................................................................................9 Understanding of Need/Schedule of Delivery...................................................................... 9 Work Approach/Scope of Work........................................................................................9 Review of Improvement Plans .......................................................................................10 Electronic Plan Review..................................................................................................10 Responsiveness to City Staff and Project Requirements ...............................................11 Outline of Quality Assurance Program...........................................................................11 Relevant Project Experience.............................................................................................. 13 References......................................................................................................................... 13 Scope of Services .............................................................................................................. 16 Schedule .......................................................................................................................20 Fee Proposal...................................................................................................................... 20 Required Forms/Certifications........................................................................................... 20 Resumes for Personnel ..................................................................................................... 27 City Council 15 – 19 7/16/2024
Proposal for On-Call Plan Checking Services 4
Contract Agreement Statement
Agreement Exception
Willdan has reviewed the On-Call Engineering Plan Check Services Agreement and shall meet these requirements upon selection with the following wording suggested by our corporate attorney that is summarized below:
Add the following Additions and Deletions to the end of this paragraph:
8. Consultant agrees to defend, and shall indemnify and hold harmless the City, its offices, 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 for 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 apply 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 indemnity, 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 n 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 “and excluding such claims that arise out of the sole negligence or misconduct of the indemnified parties" to the end of the paragraph.” City Council 15 – 20 7/16/2024
Proposal for On-Call Plan Checking Services 5
Qualifications of the Firm
Willdan Engineering (Willdan), a California corporation since 1964, is a subsidiary of Willdan Group, Inc., a publicly traded Delaware corporation. Services are provided to nationwide clientele through three subsidiary firms – Willdan Engineering, Willdan Energy Solutions, and Willdan Financial Services – that offer a portfolio of diversified strengths. Willdan has sustained a healthy financial performance and has the financial resources and appropriate staffing to perform and complete all contractual obligations. There are no pending conditions such as bankruptcy, litigation, planned office closures, impending merger, etc., that would impede Willdan's ability to fulfill the on-call contract. Willdan has the financial strength and wherewithal to complete all projects it undertakes. This is due, in part, to a strong, dependable reputation in the consulting industry and a stable client base that continues to expand through repeat customers and referrals, as well as through new service areas.
Willdan Engineering (Willdan) is a wholly owned subsidiary of Willdan Group, Inc (WGI), a publicly traded company on the NASDAQ (NASDAQ ticker: WLDN) that issues financial reports quarterly. Financial information, including information on revenue, earnings, and cash flow, can be found on the Investors page of our Web site at www.willdan.com.
Throughout our 60-year history, Willdan has served as a full-service, multidisciplinary firm specializing in municipal engineering and planning services along with a full complement of support disciplines necessary for a sustainable project. Our services and in-house support disciplines encompass traffic, civil, structural, geotechnical, right-of-way, city, and special district engineering; urban and regional planning; program/construction management and inspection; plan, study, and report review; building safety; drainage and flood control; mapping; and other appurtenant services such as GIS, utility coordination and relocation, and landscape architecture. With this depth of experience, expertise, knowledge, and resources, Willdan offers comprehensive solutions that are timely, cost effective, and tailored to meet the needs of individual communities. Our understanding of public agency challenges and needs is what makes Willdan unique.
Corporate Mission and Philosophy
From Day 1, Willdan has maintained a business strategy focused on providing services to only public agencies. Today, 98 percent of our business is with public agencies. This strategy prevents potential conflicts of interest with private enterprises conducting business with our public agency clients or within their jurisdiction. Unique to Willdan is our understanding of public agency needs and issues. Willdan's professionals often serve to extend our clients' staff in the capacity of city and traffic engineers, planning directors, building officials, and other public agency positions. Additionally, many provide the added value of having served in public agency management positions prior to joining Willdan.
To meet and, on many occasions, exceed the expectations of our clients, Willdan fosters and instills a corporate culture of Customer-First among our staff and in our day-to-day work environment. Looking out for the City’s best interests is at the forefront of everything we do. Our customer-focused philosophy is particularly evident when dealing with complex situations and difficult challenges that are hard to resolve. Willdan has been delivering skilled, integrated, cost-effective engineering and planning services to its clients for over 59 years. Whether you need one on-site staff expert or a full project team that can tap our nationwide resources and expertise, we are the right team for the job. Willdan combines multidisciplinary experience and expertise, technical excellence, and management proficiency to deliver flexible, practical solutions at the lowest possible cost. Willdan has over 1,500 full-time and part-time employees nationwide and many of our employees hold valid Professional Engineer, Geologist, and/or Landscape license in the State of California. With this depth of experience, expertise, knowledge, and resources, Willdan offers comprehensive solutions that are timely, cost effective, and tailored to meet City Council 15 – 21 7/16/2024
Proposal for On-Call Plan Checking Services 6
the needs of individual communities. Our understanding of public agency challenges and needs is what makes Willdan unique.
Office Locations
Willdan has offices throughout the United States. Our California engineering offices are in the following cities:
Anaheim
Carlsbad
Elk Grove
Fresno
Industry
Oakland
Redding
Roseville
Riverside
San Bernardino
San Diego
San Francisco
Temecula
Ventura
Other Services
Willdan’s experience in serving public agencies provides us with unmatched knowledge of the needs and services required by City departments. As we serve directly in City offices, we are keenly aware of how City CIP and design projects are planned, designed, and constructed. The services that we provide to clients on a routine basis include Civil Engineering, Traffic Engineering, Survey/Mapping/ Right-ofWay Engineering, Structural Engineering, Pavement Engineering, Stormwater Engineering, Geotechnical Engineering, Landscape Architecture, Construction Management/Inspection, Utility Coordination and Permitting, Environmental Compliance and Permitting, Grant Funding, and Labor Compliance Management and Oversight. These are the core services that we provide daily to our clients and are prepared to offer them to the City of Santa Ana.
Firm and Team Expertise: On-Call Contracts
On-call engineering services are Willdan's foundation. Our staff includes former public agency employees or contract agency staff. Therefore, we understand the importance and purpose of on-call contracts and are very familiar with the processes and procedures for such services. Within the last 8 years, Willdan has completed projects and task orders for more than 200 as-needed/on-call contracts.
This experience and the relevant experience of our dedicated and available key personnel are what best suits Willdan to provide the City with on-call services.
Our history of working with on-call contracts has prepared our staff to respond to all requests for services in a positive, efficient manner. Our firm's commitment to responsive service and successful project delivery has given us a reputation as a firm that can be trusted to listen to and to deliver a product our clients envision and embrace.
We begin our approach by adhering to these principles:
▪ Conduct business with truthfulness and high ethical standards. ▪ Approach each project with a spirit of resourcefulness and excellence. ▪ Seek appropriate solutions that fit the project.
▪ Maintain high standards of technical quality.
Willdan understands the unique aspect of working under an on-call contract.
Success in working with this type of contract is dependent upon understanding a variety of elements that may be encountered, such as:
▪ Short project durations and minimal lead times for assignments may be required. ▪ Flexibility in service assignments, understanding work to date, and coordinating completion of project tasks already started by agency staff in crucial projects. ▪ The availability of our staff to the work assignment as it develops is critical to moving a project forward.
▪ Efficient use of resources is important for project assignments that are relatively small. ▪ Consistent, organized project management is vital due to the potentially large numbers of projects that may be in process.
City Council 15 – 22 7/16/2024
Proposal for On-Call Plan Checking Services 7
Proposed Staffing
Willdan has carefully selected our team to offer the City of Santa Ana On-Call Engineering Plan checking services in support of the City’s public works department with expertise in reviewing all developments from large subdivisions to small commercial lots. Our team has a broad variety of talent and expertise in reviewing civil design, grading and drainage, specialized utilities, traffic engineering, transportation, surveying and mapping, geotechnical and material testing, structural, environmental services, and landscape architecture services. Willdan and all assigned key professional staff are properly licensed to practice in California or will work under the direct supervision of a licensed professional. Any changes in the assigned personnel for this project will be submitted in writing to the City for approval and key personnel will be available to the extent proposed for the duration of the Professional Services Agreement. Resumes for the key staff listed below are included in the appendix of this proposal.
Organizational Chart
City Council 15 – 23 7/16/2024
Proposal for On-Call Plan Checking Services 8
Technical Support Team
Staff Designation Yrs.
Experience
Tyrone Peter, PE Director of Engineering/Quality Assurance Manager 17 Ron Stein Project Manager 12
Chris Stone Wet & Dry Utilities, Grading, Storm Drain, Hydrology & Hydraulics, & Street Improvements 30
Kevin Smith, PE Wet & Dry Utilities, Grading, Storm Drain, Hydrology & Hydraulics, & Street Improvements 8
Glenn Hale, PE, QSD/P Wet & Dry Utilities, Grading, Storm Drain, Hydrology & Hydraulics, & Street Improvements 32
Kenneth Krieger Wet & Dry Utilities, Grading, Storm Drain, Hydrology & Hydraulics, & Street Improvements 39
Jeff Jensen Wet & Dry Utilities, Grading, Storm Drain, Hydrology & Hydraulics, & Street Improvements 32
Jennifer Shinn Wet & Dry Utilities, Grading, Storm Drain, Hydrology & Hydraulics, & Street Improvements 20
Jeff Lau, PE, TE, ENV SP Traffic Studies, Signing & Striping, Traffic Signal & Street Lighting 19
Robert Burch Traffic Studies, Signing & Striping, Traffic Signal & Street Lighting 30
Reggie Greene Traffic Studies, Signing & Striping, Traffic Signal & Street Lighting 24
Kevin Custado, EIT, ENV SP Traffic Studies, Signing & Striping, Traffic Signal & Street Lighting 8
Stefan Chiose, PE Structures/Bridges 12
Aaron Cowen, PE Structures/Bridges 30
Chris Kelley, PE, QSD/P NPDES/WQMP Reviews 17
Joe Bellomo, PE, QSD/P, QISP NPDES/WQMP Reviews 25
Kelsey Reed, CESSWI, QSP NPDES/WQMP Reviews 8
Kayla Urbina, EIT NPDES/WQMP Reviews 2
David Knell, PLS Survey, Mapping, ROW & Subdivision Services 41 David Krommenhoek, PLS Survey, Mapping, ROW & Subdivision Services 39 Susana Barrientos Survey, Mapping, ROW & Subdivision Services 23 John Hidalgo, RLA Landscape Architecture, Irrigation, & MWELO 31 Bryan Nguyen, RLA Landscape Architecture, Irrigation, & MWELO 25 Chien-Chang Chen, Ph.D., PE, GE Geotechnical Services 24 City Council 15 – 24 7/16/2024
Proposal for On-Call Plan Checking Services 9
Subconsultants
Willdan provides full service, in-house professional engineering plan checks, consulting, and design services for many varied developmental and capital improvement projects, including residential and commercial developments, roadway, grading, drainage, water, sewer, major highway facilities, bridge structures, traffic signals, and signing and striping improvements. As such, we can perform the plan check services requested by the City without the involvement of team sub-consultants.
Understanding of Need & Work Approach
Willdan is noted for open lines of communication and flexibility in providing plan review services. We can provide reviews of hard copy or electronic documents. Coordination of all plan reviews will be through Mr. Stein. We understand that site visits may be required to the project locations and when so conducted, photographs will be taken and documented in the project file. It is expected that plan checks should not exceed four (4) total plan checks which includes three (3) plan reviews and one (1) final mylar review for approval if required by the City. Willdan’s approach to the plan review process is shown in the flow chart and as follows:
Plan Review Process
Process Items 1 through 3: Once Willdan is notified of
a plan review assignment, it is logged into the tracking system and distributed to discipline leaders.
Process Item 4 through 5b: Our professionals perform
a preliminary review of the plans to obtain an
understanding of the site and improvements, as well as
to identify any substantial errors or omissions such as obvious utility conflicts. These can become critical issues that necessitate substantial redesign. If critical issues are identified, they will be brought to the City’s attention to determine whether the review should continue or be
suspended pending the required redesign.
Process Item 6: Saving review time allows for saving
time for the developer, which is essential to a project schedule. Once a plan check is complete and ready for
further review, the reviewers electronically review the documents electronically and provide comments in an
electronic format acceptable to the City.
Process Item 7-9: At the completion of the plan review, a comment matrix will be created to summarize
comments from all disciplines reviewed. Documents will
be entered into the tracking system and the City will be notified.
Process Item 10: Willdan will be available to support the City on any inquiries during QA/QC period as required.
City Council 15 – 25 7/16/2024
Proposal for On-Call Plan Checking Services 10
Willdan provides all administrative, professional, and other technical resources necessary to review designs for completeness and correctness without the need for subconsultants.
In our communication process, we can transmit rough drafts of our comments back to the City for review prior to the preparation of final copies. This gives the City staff the prerogative of changing, modifying, or adding any comments they desire. Following approval of draft comments, final copies are printed on an agency letterhead, or as otherwise directed, and forwarded to the applicant and/or returned to the City. This process assures local input and knowledge of the content of corrections and produces continuity between the jurisdiction and the consultant. Plan reviewers will be available to discuss and clarify plan check issues with the City staff, designers, owners, and contractors. Willdan will utilize Bluebeam software for plan review. The electronic format provides efficiency in the distribution and recordation of plan review comments and responses. Mylar plans ready for approval by the City Engineer will be initialed, and a letter will be provided stating that the design is in substantial compliance with the applicable local, state, and federal requirements.
Deliverables to the client and applicant for a typical plan check will include electronic delivery of reviewed plans and documents and a corresponding plan review comment letter. For projects containing the review of multiple documents, the plan review comments will be consolidated into one comprehensive comment letter.
Throughout the plan check process, Willdan will be available to meet with City Staff and/or the developers’ consultant with 48 hours advance notice. Willdan will tailor our in-house checklists to meet the City requirements. We routinely utilize check lists to track the completion of the various plan check requirements. They promote consistency in reviews and can be used in-house only or distributed to the City and applicant as directed.
Electronic Plan Review
Willdan has been providing plan review services electronically for over 17 years. The Geocivix electronic plan review process is a web-based program utilizing software that enables a plan reviewer to insert annotations (comments) on plans and create issues (comments) within a letter format. Services are provided at the request of the applicant or the agency we serve. Submittals can be accepted either in hard copy, whereby Willdan converts the plans to
electronic format, or electronic copy in a PDF or TIF format.
Willdan will review plans and can transmit the electronic redlined plans back to the applicant or the City as directed, in either electronic or hard-copy format. The reviewers can create a comment letter with links to the electronic project pages under review. All administrative tools are provided for correspondence, tracking, stepping through stages,
and administering all access privileges. This service allows for collaboration between the City, designer, and plans examiner to facilitate a complete understanding of plan review comments and can reduce shipping, printing, and time for the plan review.
We understand that the City currently uses Project Doxx as their electronic plan review platform. Willdan has worked with many different platforms such as LMS, TRAKiT and Energov and found the learning curve to be minimal for each one as they are similar. Willdan can both work directly within the City’s current system or augment with Willdan’s developed platform based on the City’s preference.
Willdan will utilize electronic plan reviews to help streamline the review process via the use of Bluebeam.
Multidiscipline reviews can utilize a Bluebeam Studio Session. These sessions allow all reviewers to markup the plan set as one cohesive team. All comments are seen by the whole team allowing immediate input and feedback between disciplines as if they are marking up the plans over the same table. Several of our clients use permit tracking software such as LMS, TRAKiT or Energov and we are proficient in the use of those software platforms as well. We will coordinate our review services with the City’s permit tracking system.
City Council 15 – 26 7/16/2024
Proposal for On-Call Plan Checking Services 11
Responsiveness to City Staff and Project Requirements
Willdan has identified four major components to facilitating reviews as shown below:
Outline of Quality Assurance Program
Many of the Willdan Team members have performed plan and document review services for cities relative to public facilities and building development in the past decade and are doing so currently.
In accomplishing development application/permit reviews, our team members have developed a proven approach to the plan review process that includes organization and documentation, matching staff to assignments and partnering with appropriate sub-consultants (when needed), applicant’s consultants, and the client agency to help deliver a successful project. A successful project application review begins with the submittal of a complete improvement plan review package of relevant materials, including the project conditions of approval or compliance matrices, required regulatory submittals, all related improvement design plans, along with the accompanying subdivision maps and technical reports to the City offices. (It is vital that the submittal packages received are complete and contain all the necessary reference materials to facilitate a thorough and timely plan/document review).
Once a complete project review package of materials is assigned to our Willdan team members, we will promptly undertake the review process. If incomplete submittals are received, the City will be notified immediately to avoid wasting review time and fees. Notations of incomplete submittals will be done by listing identified submittal deficiencies for the involved parties’ reference and use. Once the submittal content is complete, checking will be resumed. At that point, we will do our best to keep the resumed plan review process on the revised time track.
Willdan’s Project Manager will be the first point of contact in our review team for each submittal and correspondence. Other submittal review recipients will be established and contacted during the submittal review, as necessary. This step will be part of expediting the assigned project distribution and return for best effectiveness.
As the plan review begins, our staff will utilize the various City plan review checklists to maintain compliance with the City standards, conditions of approval, and established practice. As required, Willdan will review the project materials received and record the review comments on a comments matrix and provide appropriate ‘red-lined’ notations on the reviewed documents. Willdan reviewers have been trained to provide clear and concise comments that have specific standard references to avoid any confusion.
A typical plan check comment might be: “The project proposes 8” curb and gutter on Alpha Street. The plans show 18” gutter pan. Revise the gutter pan to be 24” to be in conformance with City Standard Plan No. 120.” Upon receiving the comment, the applicant knows exactly what to do per each specific standard.
Willdan’s QA program is broken into four major phases, as outlined below.
Timely technical reviews
of complete plans and
reports to control cost
and meet schedules.
This eliminates delays
and adds costs that
result in inaccurate
review package
submittals.
Record keeping utilizing inhouse tracking software,
digital files, plan check
mark-ups and reference
materials while logged in
the City tracking system is
part of our facilitating
process.
Communication between
the plan reviewer(s) and
the Engineer of Record
facilitates issue resolution
and will be done through
phone calls, e-mails, &
teleconference meetings
to facilitate reviews.
Paper Trails keep the City
and others informed
through CCs of Review
Matrix, e-mails, phone
calls, tracking logs, and City
tracking system will be
given priority by our team
members.
1 2 3 4
City Council 15 – 27 7/16/2024
Proposal for On-Call Plan Checking Services 12
Relevant Project Experience
Willdan has 60 years of experience in plan check and plan check-related field inspections and verifications for civil engineering services. Due to Willdan's commitment to meeting and regularly exceeding client expectations, we have served many of our local government clients for decades.
Client
Civil and Grading Plan ReviewsSubdivision Maps, Lot Merger, & Lot Line Adjustment ReviewsDrainage and Stormwater ManagementSewer/Water Plans and ReportsStreet and Improvement PlansTraffic Signals, Signing & Striping, Street Lighting, Technical Studies WQMP, Erosion & Sediment ControlLandscape and IrrigationStructural Design ServicesGeotechnical and Soil Reports City of Bell ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
City of Brea ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
City of Cerritos ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
City of Compton ▪ ▪ ▪ ▪ ▪ ▪ ▪
City of Corona ▪ ▪ ▪ ▪ ▪
City of El Monte ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
City of Highland ▪ ▪ ▪ ▪ ▪ ▪ ▪
City of Inglewood ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
City of La Puente ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
City of La Habra ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
City Council 15 – 28 7/16/2024
Proposal for On-Call Plan Checking Services 13
City of La Quinta ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
City of Lake Elsinore ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
City of Los Alamitos ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
City of Manhattan Beach ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
City of Ontario ▪ ▪ ▪
City of Paramount ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
City of Pico Rivera ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
City of Rialto ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
City of Rolling Hills ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
City of Rolling Hills
Estates
▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
City of Rosemead ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
City of San Bernardino ▪ ▪ ▪ ▪ ▪ ▪ ▪
City of Yorba Linda ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
County of Orange ▪ ▪ ▪ ▪ ▪ ▪ ▪ ▪
County of Riverside ▪ ▪ ▪ ▪ ▪
County of San
Bernardino
▪ ▪
References
On-Call Improvement Plan Check
Client Name Contact Service Dates
County of Orange
601 North Ross Street
Santa Ana CA 92701
Bea Bea Jimenez
Division Manager-Land Development
(714) 667-8800
[email protected]
2013 – Ongoing
Willdan is responsible for reviewing private developer projects spanning on- and off-site improvements.
Review services entail final parcel and tract maps, lot line adjustments, grading and erosion control, storm drain, hydrology, water, sewer, streets, signing and striping, traffic signals, landscape, storm water pollution prevention plans, and water quality management plans. Willdan provided an expedited review contract for the Rancho Mission Viejo residential development with strict deadlines on a condensed schedule.
Related Disciplines
◼ Parcel/Tract Maps
◼ Lot Mergers
◼ Easements
◼ Lot Line Adjustments
◼ Grading and Erosion Control/
LID
◼ Storm Drain
◼ Soils
◼ Hydrology
◼ Water
◼ Sewer
◼ Streets
◼ Signing and Striping
◼ Traffic
◼ Landscaping
◼ Storm Water Pollution
Prevention
◼ Water Quality Management
Active Staff Responsible for Project
◼ Ronald Stein – Project Manager
◼ Chien-Chang Chen – Reviewer
◼ David Knell – Reviewer
◼ David Krommenhoek – Reviewer
◼ Robert Burch – Reviewer
◼ Tejal Gandhi – Reviewer
◼ Reginald Greene – Reviewer
◼ Kenneth Krieger – Reviewer
City Council 15 – 29 7/16/2024
Proposal for On-Call Plan Checking Services 14
◼ Jeffrey Lau – Reviewer ◼
Representative Plan Review History
Rancho Mission Viejo Residential
Development
6,000 acres of mixed-use
residential villages
14,000 homes planned
Merrill Gardens Senior Facility
TR19032
Rienda AQ22 TR19150
Rienda MR37 TR19025
Rienda MR21 TR19027
Rienda MR37 TR19025
The Perch @ RMV TR17932
PA3.3 VTTM17933
PA3.4 VTTM17934
Fire Station 67
Contract City Surveyor and On-Call Improvement Plan Check Client Name Contact Service Dates
City of Rialto
335 West Rialto Avenue
Rialto, CA 92376
Vince Girón
Engineering Manager
(909) 820-8045
[email protected]
2020 – Ongoing
Willdan provides plan checking services for all improvement plans, including residential subdivisions; private developments; and street, traffic, and grading improvements. Willdan is tasked with providing all map reviews and serves as Contract City Surveyor for these reviews. In addition to improvement plans, Willdan reviews all technical design reports associated with the improvement plans, including hydrology, utilities, SWPPP, WQMP, and sediment control plans. Technology implementation was provided through successful introduction of electronic plan review and developing a database to utilize Bluebeam Studio to streamline and expedite the review process.
Related Disciplines
◼ Contract City Surveyor
◼ Parcel/Tract Maps
◼ Lot Mergers
◼ Easements
◼ Lot Line Adjustments
◼ Soils
◼ Grading and Erosion
Control/
LID
◼ Storm Drain
◼ Hydrology
◼ Water
◼ Sewer
◼ Streets
◼ Signing and Striping
◼ Traffic
◼ Landscaping
◼ Storm Water Pollution Prevention
◼ Water Quality Management
Active Staff Responsible for Project
◼ Ronald Stein – Project Manager
◼ David Woolley – Reviewer
◼ David Krommenhoek – Reviewer
◼ Chien-Chang Chen – Reviewer
◼ Jeffrey Lau – Reviewer
◼ Robert Burch – Reviewer
◼ Kevin Custado – Reviewer
◼ Reginald Greene – Reviewer
◼ Kenneth Krieger – Reviewer
◼ Glenn Hale – Reviewer
Representative Plan Review History
Bonnie View PPD2018-0094
201 S. Cactus Avenue PPD
2021-021
Casa Grande/Sierra ENG 21-
0844
3435 Riverside LLA 2020-0007
Pepper Avenue LLA 2021-0010
Dutch Bros. 163 W. Valley Blvd
PPD 2021-0029
Car Wash 141 W. Valley PPD 2021-0029
Rialto Self Storage 313 S. Riverside PPD
2021-0001
842 S. Lilac PPD 2021 – 0012
1275 Renaissance R39878
Travel Center PPD 2021-0013
Riverside Santa Ana PPD 2021-0020
City Council 15 – 30 7/16/2024
Proposal for On-Call Plan Checking Services 15
On-Call Engineering and Land Development Review
Client Name Contact Service Dates
City of Rolling Hills Estates
4045 Palos Verdes Drive
North
Rolling Hills Estates, CA
90274
David Wahba
Comm. Development/Public Works
Director
(310) 377-15877
[email protected]
1998 – Ongoing
Willdan provides review services since 1998 for redevelopment projects, provides traffic engineering, provides inspections, and issues public works permits within the City for public works requirements.
Willdan performs map checking and improvement plan reviews for private developments within the City of Rolling Hills Estates.
Related Disciplines
◼ Parcel/Tract Maps
◼ Lot Mergers
◼ Easements
◼ Lot Line Adjustments
◼ Grading and Erosion
Control/LID
◼ Storm Drain
◼ Soils
◼ Hydrology
◼ Water
◼ Sewer
◼ Streets
◼ Signing and Striping
◼ Traffic
◼ Landscaping
◼ Building
◼ Storm Water Pollution Prevention
◼ Water Quality Management
Active Staff Responsible for Project
◼ Chien-Chang Chen – reviewer
◼ David Knell – reviewer/surveyor
◼ Susana Barrientos –reviewer/surveyor
◼ Joanne Itagaki–Reviewer/Permit Manager
◼ Farhad Iranitalab – Reviewer
Representative Plan Review History
Chadmar Golf Course Development
Parcel Map 82074-3809 PVDN
LLA-2000054 (lots 95 and 96)
LLA 200060 (Lots 33 and 34)
Peninsula Center LLA
Traffic Review for PW Permits
Various Project Grading/PW Improvements
On-Call Improvement Plan Check
Client Name Contact Service Dates
City of Cerritos
18125 Bloomfield Avenue
Cerritos, CA 90703
Dario Simoes, PE
Deputy Director of PW/City Engineer
(562) 916-1219
1970 – Ongoing
Willdan has provided plan reviews and coordination of new development projects throughout the past 58 years. Reviews encompass geotechnical and grading plans, erosion control plans, water and sewer plans, hydrology reports, LID and drainage, and traffic related plans. Willdan provides mapping reviews and offers the City expertise in land surveying and real estate property matters. Willdan reviewed multiple sites for a well-known commercial retailer and worked closely with the developer to ensure water quality compliance was met.
Related Disciplines
◼ Parcel/Tract Maps
◼ Lot Mergers
◼ Easements
◼ Lot Line Adjustments
◼ Traffic
◼ Streets
◼ Storm Drain
◼ Soils
◼ Hydrology
◼ Water
◼ Sewer
◼ Signing and Striping
◼ Landscaping
◼ Grading and Erosion Control/LID
◼ Storm Water Pollution Prevention
◼ Water Quality Management
Active Staff Responsible for Project
◼ Chris Stone – Reviewer ◼ Chien-Chang Chen – Reviewer
City Council 15 – 31 7/16/2024
Proposal for On-Call Plan Checking Services 16
◼ Ronald Stein – Reviewer
◼ David Knell – Reviewer
◼ Susana Barrientos – Reviewer
◼ Jeffrey Lau – Reviewer
◼ Robert Burch – Reviewer
◼ Kenneth Krieger – Reviewer
Representative Plan Review History
17423-17501 Studebaker Rd
11340 South St
12701 Town Center Dr.
17200 Clarkdale Sewer/Water
15912 Piuma Avenue
12881 166th Street/Grading
17200 Clarkdale Avenue
17423 Studebaker Rd /Lexus
12061 Del Amo Blvd (Church)
10754 Artesia Blvd - Kia
19100 Gridley Rd
11525 South St. – Target
Scope of Services
Willdan is in full agreement with the City’s full of scope of services and can provide all the services listed in the RFQ under General Civil Engineering Support, Mapping Support, Geotechnical Support, Sewer Studies Support, Structural Support and Landscape Architectural Services.
The following is a sample of the scope of work that may be required with each specific project assignment. This is intended as guide use only.
Type Scope of Work Type Scope of Work Grading
Willdan will perform grading and site
accessibility plan review for projects
constructed in the City for
conformance with City codes and
ordinances, including the City grading
code and manual, California Building
Codes related to site accessibility, or
consistent with the City’s Drainage design
policies.
Willdan's staff assigned to City projects
has a thorough knowledge of civil
engineering principles and practices and
site improvement design requirements. All
plan reviews are completed using Cityestablished policies and procedures. Our grading plan review will be consistent with
Willdan plan review quality guidelines. We
will utilize the City’s grading plan checklist
and mark-up plans. Willdan will ensure
plans meet applicable codes and
ordinances upon completion of plan
reviews, evaluation of the engineers cost
estimate, and final recommendation on
the bond amount and permit fees.
Erosion and Sediment Control
Willdan will review associated
erosion and sediment control
plans in accordance with City,
County and State Regional Water Quality
Control Board requirements. The best
management practices during
construction will be reviewed for
compliance and appropriateness for the
proposed project improvements. Willdan
staff has experience with the preparation
of erosion and sediment control plans for
the associated grading and drainage
improvement plans and, therefore, a
working knowledge of the design
requirements and implementation of
appropriate BMPs selection and design.
Geotechnical
Report
Willdan will review geotechnical
reports submitted as supporting
documents for development
projects. Our review will include the
review of recommendations related to
roadway structural section designs,
trench backfill designs, and structural
Sewer
Improvements
n
Sewer Improvement Plans will be
checked under the direct
supervision of a registered civil
engineer. As applicable, we will perform
our work in general accordance with the
following:
City Council 15 – 32 7/16/2024
Proposal for On-Call Plan Checking Services 17
Type Scope of Work Type Scope of Work
footing designs. As applicable, we will
perform our work in general accordance
with the following:
▪ Adequacy with respect to
geotechnical and geologic conditions
▪ Conform with applicable City, State
and Federal laws
▪ Comply with the governing codes
▪ Conform with City Design Manuals
and City Standard Plans
▪ Most recently adopted Uniform
Building Code and California Building
Code
▪ 1991 Seismic Hazards Mapping
Act/1972 Alquist-Priolo Earthquake
Fault Zoning Act
▪ California Division of Mines and
Geology Notes
▪ Review general notes, title block,
benchmark data, quantities, unit
costs, index map, and other general
requirements.
▪ Check plans for compliance with
general design criteria established by
the City standards for underground
wet utilities.
▪ Check to conformance with approved
tentative map.
▪ Review available sewer study
against the sewer improvement
plans, including capacities, minimum
slopes, geometry, manhole spacing,
pipe size and types.
▪ Review proposed sewer plans for
conformance with the City's
approved master plan of sewers.
▪ Review the proposed improvements
for constructability
Water Improvements
Water Improvement Plans will be
checked under the direct
supervision of a registered civil engineer.
As applicable, we will perform our work in
general accordance with the following:
▪ Review general notes, title block,
signature block, benchmark data,
quantities, unit costs, vicinity map,
index map, and other general
requirements.
▪ Check plans for compliance with
general design criteria established by
the City standards underground wet
utilities.
▪ Check to ensure that plans reflect all
required improvements, as shown on
the approved tentative map and in the
subdivision resolution.
▪ Review available water service
study/report against the proposed
water plans.
▪ Review proposed water plans for
conformance with City's approved
master plan.
▪ Review the proposed improvements
for constructability
Landscaping and Irrigation
Landscaping and Irrigations
Plans will be checked under the
direct supervision of a registered
landscape architect. As applicable, we
will perform our work in general
accordance with the following:
▪ Review for compliance with City's
WELO, including all calculations and
other technical information and
reports
▪ Review for compliance with City
landscape standards, water purveyor
standards, design guidelines, and
City conditions of approval
▪ Review for compliance with
easement documents, record maps,
and right-of-way documents
▪ Review for impacts of drainage on
downstream properties
▪ Review for discrepancies among
other design disciplines
▪ Review for compliance with sound
landscaping practices such as
planting palette suitability and
placement, irrigation design, and
constructability.
▪ Review proposed improvements for
conformance with City's master
plans.
City Council 15 – 33 7/16/2024
Proposal for On-Call Plan Checking Services 18
Type Scope of Work Type Scope of Work
▪ Review the proposed improvements
for constructability
Water Quality Management
All new development and
significant redevelopment projects
are required to incorporate Low
Impact Development (LID) Best
Management Practices to the maximum
extent possible. The intent of these
requirements is to reduce the discharge of
pollutants to receiving water. These are
the results of federal and state regulations
and provide implementation plans to
protect water quality. Willdan will review
the WQMP submitted by applicants to
ensure compliance with the requirements.
Storm Water Pollution Prevention
Dischargers whose projects disturb
one (1) or more acres of soil or
whose projects disturb less than
one acre but are part of a larger common
plan of development that in total disturbs
one or more acres are required to obtain
coverage under the General Permit for
Discharges of Storm Water Associated
with Construction Activity Construction
General Permit Order 2009-0009-DWQ.
Construction activity subject to this permit
includes clearing, grading and
disturbances to the ground such as
stockpiling or excavation, but does not
include regular maintenance activities
performed to restore the original line,
grade, or capacity of the facility. Willdan
has several QSD/QSP staff members
who are qualified to review SWPPP’s if
desired by the City.
Hydrology/Hydraulics Reports & Storm Drain
Hydrology/Hydraulics Reports and
Storm Drain Plans will be checked
under the direct supervision of a
registered civil engineer. As applicable,
we will perform our work in general
accordance with the following:
▪ Check the H/H report for compliance
with City and County standards and
design guidelines.
▪ Check grading, street, and storm
drain plans for conformance with the
H/H report.
▪ Check the H/H report for compliance
with City conditions of approval and
the approved tentative map.
▪ Check for any diversion of flows from
their historic patterns.
▪ Check for any adverse effect of
drainage on down-stream properties.
▪ Check various plan sets to assure no
discrepancies from set to set.
▪ Review general notes, title block,
signature block, benchmark data,
quantities, unit costs, vicinity map,
index map, and other general
requirements.
Street Improvement
Street improvement plans will be
checked under the direct
supervision of a registered civil
engineer. Improvement plan reviewing
will include, but not necessarily be limited
to, street and drainage plans, sewer and
water plans, hydrology and hydraulic
studies, preliminary drainage studies,
FEMA requirements and design
connections to existing systems,
landscape and irrigation, bridges and
structures, traffic signal, signing and
striping plans, and park facilities.
Specifically. As applicable, we will
perform our work in general accordance
with the following:
▪ Check plans for compliance with
general design criteria established by
the City standards for street
improvements, City and County
standards, design guidelines and
check all plans for conformance with
the street improvement plans.
▪ Check street improvement plans for
compliance with City conditions of
City Council 15 – 34 7/16/2024
Proposal for On-Call Plan Checking Services 19
Type Scope of Work Type Scope of Work
▪ Check plans for compliance with
general design criteria established by
the City standards for streets, curbs,
gutters, storm drain and flood control
systems, and underground wet
utilities.
▪ Review hydrology/hydraulic study
against the storm drain plans,
including street capacities, HGLs,
velocities, inlet or outlet control, and
other hydraulic factors.
▪ Review proposed storm drain plans
for conformance with the City's
approved master plan of drainage.
▪ Review the proposed improvements
for constructability
approval and the approved tentative
map.
▪ Check street improvement plans and
plans against easement documents,
record maps, and right-of-way
documents; and determine the need
for permanent easements, additional
right-of-way, or temporary
easements.
▪ Review pavement design for
consistency with the
recommendations of the soils
engineer.
Traffic Signal Plans, Signing & Striping, Street Lighting Plans and Construction Detour
Traffic engineering design plans
will be checked under the direction
of a state-registered Traffic
Engineer. Willdan’s plan review staff has
the capability to review traffic design
plans, including, but not necessarily be
limited to, traffic signals, signing and
striping, street lighting, temporary traffic
control and construction detours, flashing
beacons, EV charging stations,
pedestrian and bicycle facilities, and
circulation plans. As needed, Willdan's
plan review staff can also review and
prepare comments on documents, such
as traffic studies related to a development
project. As applicable, we will perform our
work in general accordance with the
following:
▪ Check design plans for compliance
with general design criteria
established by the City standards for
traffic signals, signing and striping,
and streetlights.
▪ Check design plans for compliance
with City and/or County standards,
Caltrans standard plans, and
California Manual on Uniform Traffic
Control Devices (CA MUTCD).
▪ Check design plans to ensure all
improvements are shown, as required
by the City’s conditions of approval for
the proposed development project and
general plan requirements.
Traffic Studies
Traffic studies including Traffic
Impact Analysis, Parking
Demand, Traffic Circulation, Traffic
Signal Warrant, Street Lighting
Photometrics will be checked under the
direct supervision of a registered Traffic
Engineer. As applicable, we will perform
our work in general accordance with the
following:
▪ Review of studies for conformance
with Conditions of Approval
▪ Review for conformance between
plans and studies
▪ Review Methodology and
Assumption per the memorandum of
understanding
▪ Review Data including collision
history, Average Daily Traffic Counts,
Turning Movement Counts, Trip
Generation and Trip Distribution.
▪ Review thresholds of significance for
delay and V/C ratio
▪ Review of VMT methodology and
findings.
▪ Review Impacts and
Recommendations
City Council 15 – 35 7/16/2024
Proposal for On-Call Plan Checking Services 20
Schedule
Willdan understands that timelines are of the essence when reviewing development projects. From our experience we have learned that having a standardized schedule streamlines the plan check process and manages developer expectations. We are proposing to have a standard schedule for all reviews to show simplicity in the process and alleviate any undue burden of adjusting the schedule for all types of reviews. The below schedule has been proven to work properly with a variety of agencies. Expedited reviews can be done for a fee of 1.5 times the regular plan review cost which is outlined in the attached sealed fee proposal. Here are the standard review timelines proposed for this contract.
Willdan can ramp up resources as necessary to
expedite a project that the City deems a high priority to help meet any specific project milestones when needed.
Fee Proposal
Per the City’s RFP, a fee proposal has been submitted under a separate sealed envelope.
Type Scope of Work Type Scope of Work Parcel/Tract Maps, Lot Mergers, Easements, Lot Line Adjustments, Survey Willdan’s review of easement
documents, lot line adjustments,
dedications, vacations, quitclaims,
Parcel and Tract Maps shall be by or
under the direction of a Licensed Land
Surveyor to assure compliance with
applicable provisions of the Subdivision
Map Act, County ordinances, and other
conditions of approval and requirements.
There will be detailed checks made,
including, but not limited to, review of
survey documentation and title reports, lot
and boundary closures, dedication and
easement provisions, legal descriptions,
completeness, and accuracy of data
notation, and necessary certifications of
City and County staff. If required, Willdan
can sign maps in the capacity of the City
Surveyor.
Utility/ Traffic Signal Pole, Bridge or Retaining Wall
Structures/Structural Calculations
Willdan provides complete
structural engineering support for
design, analysis, inspection, and
evaluation of structural systems. Our staff
performs bridge advance planning
studies and analyzes and designs
bridges, sound walls, retaining walls,
signal pole foundations and buildings.
Willdan’s team has experience working
on new, replacement, or rehabilitated
bridges; cofferdams; tie-back walls;
demolition; falsework and form design;
bridge scour plans of action; and design
of work trestles and temporary bridges for
construction. Our staff members have
designed weirs, spillways, box culverts,
lined channels, custom-designed
manhole inlets, and pipe protection. In
addition, our staff has in-depth
knowledge of all federal, state, and local
criteria and methodologies including but
not limited to Caltrans, AASHTO, ACI,
and AISC criteria and methods for
reviewing plans, preparing project
development documents, design,
construction documents, and processing
design of new bridges and bridge
widenings, including the latest seismic
analysis and design procedures.
Regular Plan Review
Fifteen (15) working days for the 1st plan check
Ten (10) working days for subsequent plan checks
Expedited Plan Review
Ten (10) working days for 1st plan check
Five (5) working days for subsequent plan checks
City Council 15 – 36 7/16/2024
Proposal for On-Call Plan Checking Services 21
Certifications
City Council 15 – 37 7/16/2024
Proposal for On-Call Plan Checking Services 22 City Council 15 – 38 7/16/2024 Proposal for On-Call Plan Checking Services 23 City Council 15 – 39 7/16/2024 Proposal for On-Call Plan Checking Services 24 City Council 15 – 40 7/16/2024 Proposal for On-Call Plan Checking Services 25 City Council 15 – 41 7/16/2024 Proposal for On-Call Plan Checking Services 26
Resumes for Personnel
Based on the page limitations of the RFP, we are providing resumes for the key staff only. Detailed resumes for additional staff members can be provided upon request.
City Council 15 – 42 7/16/2024
Proposal for On-Call Plan Checking Services 27
Ron Stein, PE, QSD, ENV SP
Project Manager
Ron Stein has 12 years of experience as a project manager, civil engineer, and QA/QC plan reviewer for various municipalities, including 3 years of public works experience with the Florida Department of Transportation (FDOT). He has led land development engineering teams engaged in the design of projects encompassing grading, erosion control, street improvements, striping, traffic control, storm drains, and utilities. Throughout all stages of design, he has conducted meticulous QA/QC plan reviews to ensure every submittal was a quality product that adhered to all local agency standards. He is also skilled in the development and review of hydrology/hydraulic calculations and reports, cost estimates, stormwater pollution and prevention plans (SWPPPs), water quality management plans and erosion and sediment control plans.
During his time in land development, Ron has worked on a wide array of projects including residential developments, commercial developments, healthcare facilities, universities, stadiums, solar farms, warehouses, and naval facilities. He also brings valuable public works experience from FDOT, where he rotated through every office of the department to create a strong technical foundation from all perspectives throughout the full project lifecycle. Throughout this time, his focus was in construction, where he conducted multiple constructability plan reviews on projects before they went to bid. Ron’s experience in the design and construction of private and public works projects will add value to the City’s plan review process from the perspective of constructability and value engineering.
Relevant Project Experience
On-Call Land Development Expedited Processing Services, County of Orange, California. Plan Check Manager. Willdan provides plan checks for grading, street, drainage, and water quality plans. Willdan provides plan review services to the City of Orange including Subdivisions and Infrastructure, Hydrology/Hydraulic Calculations, Public Improvement Plans, Storm Drain plans and Water Quality Management Plans. The City has an expedited review contract for the Rancho Mission Viejo Development with strict deadlines on a condensed schedule.
On-Call Plan Check Services, City of Rialto, California. Project Manager.
Willdan provides plan checking services for all improvement plans including residential subdivision review, private developments, public street improvement plans, traffic plans and grading operations. Willdan is also tasked with providing all map reviews and works in the function as the acting City Surveyor for these reviews. In addition to the improvement plans, Willdan reviews all technical design reports associated with the improvement plans including hydrology, utilities, SWPPP, WQMP and sediment control plans.
On-Call Plan Review Services, City of Lake Elsinore Willdan reviews grading plans, erosion and sediment control, street improvement plans, water plans, landscape plans, hydrology reports, soil reports WQMPs, map checking and structural plans. Willdan has reviewed large-scale grading operations that required mass, rough, and precise grading plans for the installation of a recreational vehicle park adjacent to the Temescal Wash. The improvements involved unique water quality and hydrology challenges with a portion of the site being in a designated floodplain.
EDUCATION
BS, Civil
Engineering,
Florida State
University,
Tallahassee
REGISTRATIONS /
CERTIFICATIONS
Civil Engineer,
California No.
86877
Envision
Sustainability
Professional,
Institute for
Sustainable
Infrastructure No.
56028
Qualified SWPPP
Developer (QSD)
California
Stormwater
Quality
Association No.
86877
12 YEARS OF EXPERIENCE
City Council 15 – 43 7/16/2024
Proposal for On-Call Plan Checking Services 28
On-Call Plan Check Services, City of La Habra, California. Project Manager. Willdan has been providing plan and map checking services in accordance with City standards, plan review guidelines, and the City’s policies on engineering services plan check processing. Under this contract, Willdan performs traditional engineering plan checking services of residential developments, commercial developments, and infrastructure improvements within the City's right of way.
Willdan checks and reviews the improvement plans, specifications, reports and other documents for grading, street improvements, storm drain systems, sanitary sewers, hydrology, SWPPP, WQMP, erosion and sediment control, street lighting and water facilities to ensure compliance with City standards, specifications, ordinances and policies.
On-Call Plan Check Services, City of Rialto, California. Project Manager. Willdan provides plan checking services for all improvement plans including residential subdivision review, private developments, public street improvement plans, traffic plans and grading operations. Willdan is also tasked with providing all map reviews and works in the function as the acting City Surveyor for these reviews. In addition to the improvement plans, Willdan reviews all technical design reports associated with the improvement plans including hydrology, utilities, SWPPP, WQMP and sediment control plans.
On-Call Civil Engineering Contract, City of San Bernardino, California. Plan Check Engineer. Plan, schedule, conduct, and coordinate detailed plan reviews for portions of a major project or a complete project. Supervise and coordinate the work of plan reviewers, technicians, and others who assist in specific assignments.
Keep abreast of new developments/knowledge and methods affecting public works design, codes and regulations. Perform QA/QC reviews of design development and construction documents including specifications, cost estimates, engineering calculations, and various reports and plans including hydrology/hydraulic reports, SWPPPs, and water quality management/erosion control plans.
On-Call Land Development Review, City of Santa Paula, California. Reviewer.
Willdan provides reviews for land development projects encompassing civil infrastructure, grading, soils, traffic, floodplain management, environmental studies, and permit application requests. Additional land-development-related services provided under the contract involve contract extension of staff services for Deputy City Engineer, Traffic Engineer, and Public Works Inspector; project management; development review meeting attendance; and independent assurance sampling and testing.
CONTINUED
City Council 15 – 44 7/16/2024
Proposal for On-Call Plan Checking Services 29
Chris Stone
Plan Check Lead
Chris Stone possesses expertise in transportation and traffic engineering, street and roadway engineering, water and wastewater engineering, flood control hydrologic and hydraulic engineering, tract map and parcel mapping, grading, and structural engineering. He has participated in all technical aspects of projects, including preliminary engineering study and design; preparation of plans, specifications, and estimates; and peer review.
Relevant Project Experience
On-Call Engineering Plan Check Services, City of El Monte, California.
Reviewer. Willdan provides on-call engineering plan check services for civil, traffic, and mapping, to the City of El Monte for projects such as commercial, industrial, residential and public works improvements. Documents are reviewed to ensure that the proposed developments and the associated improvements are designed in accordance with City-accepted standards, Los Angeles County Hydrology Manual, Los Angeles County Low Impact Development Manual, as well as other applicable design standards adopted by the City Council. Plans are also reviewed for grading, drainage and accessibility requirements.
On-Call Plan Checking Services, City of Brea, California. Project Engineer.
Responsible for QA/QC. Willdan provided professional engineering plan check services. We are committed to performing complete and thorough plan check services to ensure that the proposed developments and the associated improvements are designed in accordance with City-accepted standards, Orange County Highway Design Manual, Orange County Local Drainage Manual, Orange County Drainage Area Management Plan (DMAP), City Master Plan of Drainage, as well as other applicable design standards and the Conditions of Development adopted by the City of Brea City Council of Planning Commission for each development.
On-Call Plan Review, City of Lake Elsinore, California. Reviewer. Willdan reviews grading plans, erosion and sediment control, street improvement plans, water plans, landscape plans, hydrology reports, soil reports WQMPs, map checking and structural plans. Willdan has reviewed large-scale grading operations that required mass, rough, and precise grading plans for the installation of a recreational vehicle park adjacent to the Temescal Wash. The improvements involved unique water quality and hydrology challenges with a portion of the site being in a designated floodplain.
On-Call Engineering Plan Check Services, City of Cerritos, California.
Reviewer. Willdan provides on-call engineering plan check services to the City of Cerritos for projects such as commercial, industrial, residential, and public works improvements. Documents are reviewed to ensure that the proposed developments and the associated improvements are designed in accordance with City-accepted standards, Los Angeles County Hydrology Manual, Los Angeles County Low Impact Development Manual, as well as other applicable design standards adopted by the City Council.
EDUCATION
BS, Civil
Engineering,
Montana State
University
Graduate Course
– Mathematics,
Oregon State
University
Graduate Course
– Engineering
Mechanics,
Montana State
University
REGISTRATIONS /
CERTIFICATIONS
Civil Engineer,
Arizona No. 55200
Civil Engineer,
Nevada No.
12379
30 YEARS OF EXPERIENCE
City Council 15 – 45 7/16/2024
Proposal for On-Call Plan Checking Services 30
Tyrone Peter, PE
Director of Engineering
Tyrone Peter is an accomplished civil engineer for multi-discipline and multiagency infrastructure projects. He is known for providing innovative, quality engineering services to ensure project delivery within budget and schedule.
Tyrone’s years of experience managing and designing all types of public works projects provide him with a solid foundation to determine what is needed to deliver a successful project – making him the perfect fit to oversee an entire project, as well as perform specific civil engineering tasks.
Relevant Project Experience
Water Well #3 Plan Review, City of Pico Rivera, California. Project Manager.
Willdan provided professional engineering services to review the City's water well # 3 improvement project plans, specifications, and estimates.
On-Call Land Development Expedited Processing Services, County of Orange, California. Civil Review. Willdan provides plan checks for grading, street, drainage and water quality plans. Willdan provides plan review services to the City of Orange including Subdivisions and Infrastructure, Hydrology/Hydraulic Calculations, Public Improvement Plans, Storm Drain plans and Water Quality Management Plans. The City has an expedited review contract for the Rancho Mission Viejo Development with strict deadlines on a condensed schedule.
Priority 1 Street Improvements – Phases 1, 2, 3, 4 and 5 City of Lynwood, California. Project Manager responsible for overall project management and oversight required for the street improvement program. The project includes 75 street segments completed in multiple phases for resurfacing approximately 900,000 sq ft of pavement throughout the City. Various pavement strategies such as slurry seal, grind and overlay, and total reconstruction were incorporated into the street rehabilitations. Existing water and sanitary sewer mains and services were upsized. Willdan provided engineering design, utility coordination, advertising and bid support, and design support during construction.
City Engineering Services, City of Ridgecrest, California. Project Manager/Civil Lead. Willdan has been providing the City of Ridgecrest with asneeded multi-disciplinary engineering services since 2010 and presently provides engineering services for various public works projects. Under our on-call contract, Willdan provides design engineering, environmental compliance, bidding assistance, construction management and inspection, material testing, surveying, special funding administration, labor compliance, pavement management, land development plan check, right-of-way acquisition with legal descriptions, and assessment district engineering for improvements throughout the City of Ridgecrest.
EDUCATION
BS, Engineering
and Civil
Engineering,
Tamil Nadu
College of
Engineering, India
Civil Engineering,
Murugappa
Polytechnic, India
REGISTRATIONS /
CERTIFICATIONS
Civil Engineer,
California No.
81888
AFFILIATIONS
American Society
of Civil Engineers
17 YEARS OF EXPERIENCE
City Council 15 – 46 7/16/2024
Proposal for On-Call Plan Checking Services 31
Jeffrey Lau, PE, TE, ENV SP
Deputy Director
Jeffrey Lau is an accomplished engineer for multi-discipline and multi-agency traffic and transportation projects such as traffic signals, signing and striping, street lighting, and construction traffic control. He oversees transportation design for Willdan's traffic engineering group and manages a variety of large- to smallscale projects. His responsibilities include the coordination, analysis, and design of various transportation projects such as the preparation of plans, specifications and estimates (PS&E); field investigations; and traffic data collection. He has also assisted with traffic impact studies and analyses, plan reviews, and engineering and traffic survey updates. Jeffrey’s extensive hands-on traffic engineering background encompasses designs for 400+ new and modified traffic signal installations, street lighting inventories for master plans, lighting design plans, street lighting conversions, and street lighting LED upgrades.
Relevant Project Experience
Plan Checking Services, City of El Monte, California. Plan Check Engineer.
Willdan provides professional engineering plan check services for civil-related disciplines. Our performance of thorough services ensures the proposed developments and associated improvements are designed in accordance with City-accepted standards, Los Angeles County Hydrology Manual, Los Angeles County Low Impact Development Manual, as well as other applicable design standards and the Conditions of Development adopted by the City Council of Planning Commission for each development.
Development Review Services, City of Cerritos, California. Plan Check Engineer. Willdan is providing professional engineering plan check services for civil-related disciplines. We perform thorough plan check services to ensure that the proposed developments and the associated improvements are designed in accordance with City-accepted standards, Los Angeles County Hydrology Manual, Los Angeles County Low Impact Development Manual, as well as other applicable design standards and the Conditions of Development adopted by the City Council of Planning Commission for each development.
On-Call Plan Checking Services, City of Brea, California. Plan Check Engineer. Willdan is committed to performing complete and thorough plan check services to ensure that the proposed developments and the associated improvements are designed in accordance with City-accepted standards, Orange County Highway Design Manual, Orange County Local Drainage Manual, Orange County Drainage Area Management Plan (DMAP), City Master Plan of Drainage, as well as other applicable design standards and the Conditions of Development adopted by the City of Brea City Council of Planning Commission for each development.
EDUCATION
BS, Civil
Engineering,
California State
Polytechnic
University,
Pomona, CA
REGISTRATIONS /
CERTIFICATIONS
Traffic Engineer,
California No.
2835
Civil Engineer,
California No.
83887
Envision
Sustainability
Professional,
Institute for
Sustainable
Infrastructure No.
45376
AFFILIATIONS
American Public
Works Association
19 YEARS OF EXPERIENCE
City Council 15 – 47 7/16/2024
Proposal for On-Call Plan Checking Services 32
John Hidalgo, RLA
Principal Project Manager
John Hidalgo possesses in-depth expertise in landscape architecture design development, preparation of plans and specifications, plan reviews, and construction observation. He is highly knowledgeable in various local, state, and federal codes; regulations, procedures, and standards relating to construction, safety; park and facility planning; and other landscape and irrigation amenities.
He has a strong track record of successful and compliant completion of projects in accordance with these standards. John offers broad experience representing project owners during the plan review process and possesses comprehensive experience in both field observation and construction. His responsibilities include managing park and street beautification design, landscape restorations, drought adaptive landscaping, plan reviews, and construction observation.
Relevant Project Experience
On-Call Land Development Expedited Processing Services, County of Orange, California. Civil Review. Willdan provides plan checks for grading, street, drainage and water quality plans. Willdan provides plan review services to the City of Orange including Subdivisions and Infrastructure, Hydrology/Hydraulic Calculations, Public Improvement Plans, Storm Drain plans and Water Quality Management Plans. Willdan reviews landscape and irrigation plans and ensures MWELO compliance. The City has an expedited review contract for the Rancho Mission Viejo Development with strict deadlines on a condensed schedule.
Salud Park (Fitness Park), City of Paramount, California. Project Manager responsible for all phases of this project from conceptual planning to grant application submittal to construction document preparation to construction administration. The project includes synthetic turf play fields, 400-meter walking/running track, multi-use soft-footed trails, exercise stations, parking, security lighting, and enclosed decorative steel fencing for the entire park. The park is located within Southern California Edison's right-of-way – requiring a lengthy review and adherence to all SCE conditions of approval requirements.
Urban Greening Bicycle Trail, City of Lynwood, California. Landscape Architecture Task Manager responsible for providing and overseeing all landscape and irrigation design required to develop a sustainable, integrated, and efficient design for a bicycle trail within the community consistent with the City's year-round recreational programs. The $2.85 million, 1.2-mile project improvements are being designed to meet the City's general plan objectives and incorporate landscaping and decorative/commemorative points-of-interest along the trail. The ultimate bicycle path will provide safe connectivity between parks, bus and light rail transit stops, city hall, and other City attractions and shopping areas.
EDUCATION
BS, Landscape
Architecture,
California State
Polytechnic
University,
Pomona, CA
European Study
Tour, California
Polytechnic State
University, School
of Architecture,
Pomona, CA
REGISTRATIONS /
CERTIFICATIONS
Landscape
Architect,
California No.
3551
AFFILIATIONS
California Parks
and Recreation
Society
Street Tree
Seminar
24 YEARS OF EXPERIENCE 29
City Council 15 – 48 7/16/2024
Proposal for On-Call Plan Checking Services 33
Chien-Chang Chen, PhD, PE, GE
Supervising Engineer
Chien-Chang Chen specializes in developing foundation recommendations for the design and construction of pipelines, transportation, power supplies, residential development, schools, and commercial structures including the mitigation of soft ground and liquefaction by ground improvement. He offers leadership in the provision of geotechnical interpretation, analysis, the development of geotechnical solutions and design production, including project management and business development. Chien-Chang has worked on a wide variety of engineering projects in the United States, New Zealand, and Taiwan including as a geotechnical engineer for street improvements, street preservation, on-call engineering services, drain projects, design services, and inspections.
Relevant Project Experience
City Trunk Line South – Unit 6 (CTLS-6), Studio City, California, Los Angeles Department of Water and Power (LADWP). Project Engineer.
Performed geotechnical field investigation and prepared geotechnical baseline reports for the CTLS-6 project. The project involved relining the existing 51-inch inner diameter, riveted steel pipe with a carbon fiber-reinforced polymer (CFRP) lining, removal of the flow meter, and relocation of the flow control station using cut-and-cover method. Our field investigation task involved drilling and sampling of 5 borings to 50 feet bgs along the pipeline alignment, laboratory testing on soil samples, preparation of geotechnical baseline reports, review of design drawings and specifications, and scheduling.
Century Trunk Line – Unit 1 (CTL-1), Inglewood, California, Los Angeles Department of Water and Power (LADWP). Project Engineer. Performed technical review of shoring system designed by the Contractor and construction inspection for the CTL-1 project. The project involved involve installation of approximately 9,700 lineal feet of 48-inch diameter, earthquake resistant ductileiron pipe using both cut-and-cover and tunneling methods.
Paseo Del Mar (White Point) Permanent Restoration Project, Los Angeles Geotechnical Engineering Division (LAGED). Lead Geotechnical Engineer.
Led and performed a geotechnical detailed design for a single span bridge (380 feet long) and associated site civil work for the Paseo Del Mar (White Point) Permanent Restoration Project in San Pedro, California, following the 2011 White Point landslide. Detailed design involved in interpretation of design parameters for soils and rock, seismic assessment to determine design peak ground acceleration and liquefaction potential, foundation design and ground improvement for the proposed bridge, mitigation of the existing slopes by deep soil mixing and ground anchors and the reinforced soil slopes located in approach fill.
EDUCATION
PhD, Geotechnical
Engineering,
Georgia Institute
of Technology
Atlanta, GA
MS, Geotechnical
Engineering,
Georgia Institute
of Technology,
Atlanta, GA
BS, Civil
Engineering,
National Chiao
Tung University,
Taiwan
REGISTRATIONS /
CERTIFICATIONS
Geotechnical
Engineer,
California No.
3183
Civil Engineer,
California No.
63238
24 YEARS OF EXPERIENCE
City Council 15 – 49 7/16/2024
Proposal for On-Call Plan Checking Services 34
Stefan Chiose, PE
Project Manager II
Stefan Chiose has over 12 years of experience in project management and engineering. He began his career as a commercial design engineer, designing projects for DSA and working with Architects, Structural Engineers, Mechanical Engineers, Electrical Engineers, Plumbing Engineers, and Owners. His quest for knowledge brought him to the public sector where he refined his skills in Architecture and Accessibility. He is experienced in performing technical analysis of plans, specifications, and calculations; and reviewing documents for completeness, accuracy, and conformance to applicable codes. Mr. Chiose has extensive experience from the Cities of Newport Beach and Corona Del Mar.
During his time in Newport Beach, he was responsible for developing standards for FEMA Flood Zones, Liquefaction Mitigation, Geotechnical Hazards related to sloped lots, and Seawalls. Mr. Chiose is knowledgeable of coastal communities, having performed review of construction drawings in both residential and commercial properties for Architectural, Structural, MEP, and Disabled Access for compliance with the California Building Codes. Stefan is passionate and dedicated to Building and Safety Services and recognizes the need for qualified staff to conduct plan reviews.
Relevant Project Experience
County of Los Angeles, California. Plans Examiner, Reviewed construction drawings plans, commercial and residential architectural and structural plans, and disabled accessibility plans for compliance with the California Standard Building Codes. Prepared correction letters to document deviations in submittals and provided applicants with recommendations to meet minimum code requirements.
Mr. Chiose also responded to questions from architects, engineers, and owners regarding codes and other issues with projects, both over the phone and at the public counter.
City of Newport Beach, Newport Beach, California. Plan Check Engineer.
Reviewed construction drawings for both commercial and residential projects, including architectural, structural, MEP, and disabled access for compliance with the California Standard Building Codes. Prepared correction letters to document deviations in submittals and provided applicants with recommendations to meet minimum code requirements. Mr. Chiose also responded to questions from architects, engineers, and owners regarding codes and other issues with projects, both over the phone and at the public counter. He has an intimate knowledge of inspections and field changes due to his time spent working directly with Building Inspectors.
On-Call Land Development Expedited Processing Services, County of Orange, California. Civil Review. Willdan provides plan checks for grading, street, drainage and water quality plans. Willdan provides plan review services to the City of Orange including Subdivisions and Infrastructure, Hydrology/Hydraulic Calculations, Public Improvement Plans, Storm Drain plans and Water Quality Management Plans. The City has an expedited review contract for the Rancho Mission Viejo Development with strict deadlines on a condensed schedule.
EDUCATION
BS, Structural
Engineering
California
Polytechnic State
University,
San Luis Obispo,
CA
PROFESSIONAL
CERTIFICATIONS
Civil Engineer,
California #82816
ICC Plans
Examiner
ICC Fire Sprinkler
Plan Examiner
12 YEARS OF EXPERIENCE
City Council 15 – 50 7/16/2024
Proposal for On-Call Plan Checking Services 35
Joe E. Bellomo, PE, QSD/P, QISP
Principal Project Manager
Joe Bellomo specializes in helping public agencies comply with State and Federal regulations pertaining to drinking water, recycled water, stormwater, and sanitary sewers. He offers expertise and extensive knowledge in full National Pollutant Discharge Elimination Systems (NPDES) permit programs and Total Maximum Daily Load (TMDL) program management. In his role providing City Engineering services, Joe is highly experienced in managing capital improvement projects; preparing fiscal year budgets and reports; and sharing presentations with public agency staff, council/commission members, regulators, and other stakeholders. He provides direct assistance in developing and managing service contracts, multi-agency agreements, and compliance programs; coordinates with watershed partners, regulators, and non-governmental organizations; and manages public agency service personnel.
Relevant Project Experience
Water Quality Services, City of La Cañada Flintridge, CA. Project Manager.
Willdan implements the City's Enhanced Watershed Management Plan, Coordinated Integrated Watershed Management Plan, and NPDES Program Management and is the representative to the Upper Los Angeles River Enhanced Watershed Management Program Group. We attended meetings on behalf of the client, documented review and were support staff with City Council report and presentations. Willdan also conducted as needed briefings to the public, city staff, and City Council.
Water Quality Consultant Services, City of Hidden Hills, CA. Project Manager.
Willdan is responsible for full compliance with the Municipal NPDES Permit, Total Maximum Daily Loads (TMDLs) in the Los Angeles River Watershed and Malibu Creek Watershed, as well as other NPDES regulations. Duties include developing a stormwater pollution prevention plan (SWPPP) and Low Impact Develop plans for City projects, review private development plans, developing and implementing special monitoring studies to evaluate the City’s drainage and contribution relative to TMDLs for downstream waterbodies, and developing storm water treatment approaches.
Water Quality/ NPDES Compliance Services, City of San Fernando, CA.
Project Manager. Willdan implements the City's Enhanced Watershed Management Plan, Coordinated Integrated Watershed Management Plan, and NPDES permits. We attended meetings on behalf of the client and provided document review. Willdan was support staff with City Council report and presentations. Willdan also conducted as needed briefings to the public, city staff, and City Council.
EDUCATION
BS, Civil
Engineering,
California State
University, Los
Angeles, CA
REGISTRATIONS /
CERTIFICATIONS
Civil Engineer,
California No.
75564
Qualified SWPPP
Developer and
Qualified SWPPP
Practitioner,
California
Stormwater
Quality
Association No.
20016
Qualified
Industrial Storm
Water
Practitioner (QISP
CBPELSG)
AFFILIATIONS
CASQA
Chi Epsilon
Tau Beta Pi
American Society
of Civil Engineers
24 YEARS OF EXPERIENCE
City Council 15 – 51 7/16/2024
Proposal for On-Call Plan Checking Services 36
David Knell, PLS
Principal Project Manager
David Knell has a wide range of experience preparing and checking subdivision maps. As a contract map checker for the Cities of Agoura Hills, Dana Point, Lake Forest, Bell Gardens, Paramount, and Cerritos and as a surveyor in private practice, Mr. Knell has been involved in preparing and checking numerous parcel maps and tract maps, ALTA surveys, records-of-survey, lot line adjustments, parcel map waivers, certificates of compliance, and boundary determination. He is responsible for preparing legal descriptions and sketches for a wide range of easements involving utilities, air space reservations, and construction projects.
Mr. Knell works with major utilities and title companies in determining easements and correcting defective legal descriptions. His experience includes supervising field crews, overseeing an office staff dealing with various survey projects, and extensive experience with local, state, and federal agencies.Relevant Project Experience
Relevant Project Experience
On-Call Plan Checking Services, City of Brea, California. Willdan is committed to performing complete and thorough plan check services to ensure that the proposed developments and the associated improvements are designed in accordance with City-accepted standards, Orange County Highway Design Manual, Orange County Local Drainage Manual, Orange County Drainage Area Management Plan (DMAP), City Master Plan of Drainage, as well as other applicable design standards and the Conditions of Development adopted by the City of Brea City Council of Planning Commission for each development.
Plan Checking Services, City of El Monte, California. Plan Check Engineer.
Willdan provides professional engineering plan check services for civil-related disciplines. Our performance of thorough services ensures the proposed developments and associated improvements are designed in accordance with City-accepted standards, Los Angeles County Hydrology Manual, Los Angeles County Low Impact Development Manual, as well as other applicable design standards and the Conditions of Development adopted by the City Council of Planning Commission for each development.
On-Call Plan Check Services/ Acting City Surveyor, City of Rialto, California.
Willdan provides plan checking services for all improvement plans including residential subdivision review, private developments, public street improvement plans, traffic plans and grading operations. Willdan is also tasked with providing all map reviews and works in the function as the acting City Surveyor for these reviews. In addition to the improvement plans, Willdan reviews all technical design reports associated with the improvement plans including hydrology, utilities, SWPPP, WQMP and sediment control plans.
On-Call Plan Check Services, City of La Habra, California. Project Manager.
Willdan has been providing plan and map checking services in accordance with City standards, plan review guidelines, and the City’s policies on engineering services plan check processing. Under this contract, Willdan performs traditional engineering plan checking services of residential developments, commercial developments, and infrastructure improvements within the City's right of way.
Willdan currently operates as the Acting City Surveyor.
EDUCATION
BS, Cartography,
Boston University
Civil Engineering
and Land
Surveying Classes,
California State
University, Long
Beach
REGISTRATIONS /
CERTIFICATIONS
Land Surveyor,
California, No.
5301
AFFILIATIONS
California Land
Surveyors
Association
Southern
California Experts
& Consultants
41 YEARS OF EXPERIENCE
City Council 15 – 52 7/16/2024
2401 E. Katella Avenue, Suite 300
Anaheim, CA 92806
714.940.6300 | 800.424.9144 | Fax: 714.940.4920
www.willdan.com
City Council 15 – 53 7/16/2024
City of Santa Ana
On-Call Engineering Plan
Check Services
Proposal for
April 9, 2024
EXHIBIT C - FEE PROPOSAL
Fee
City Council 15 – 54 7/16/2024
April 9, 2024
City of Santa Ana
Ehab Elias, Senior Civil Engineer
20 Civic Center Plaza
Santa Ana, CA 92701
Subject: Fee Proposal for On-Call Engineering Plan Check Services Willdan Engineering (Willdan) is pleased to submit this fee proposal to provide OnCall Engineering Plan Check Services, as identified in our technical proposal.
Should you have any questions regarding the following fee proposal, please contact Mr. Ron Stein at 714.204.9257; or by email at [email protected].
Respectfully submitted,
WILLDAN ENGINEERING
Tyrone Peter, PE
Director of Engineering
910005\06-160\P24-115_26203
City Council 15 – 55 7/16/2024
Fee Proposal
City Council 15 – 56 7/16/2024
2401 E. Katella Avenue, Suite 300
Anaheim, CA 92806
714.940.6300 | 800.424.9144 | Fax: 714.940.4920
www.willdan.com
City Council 15 – 57 7/16/2024
EXHIBIT 2
AGREEMENT WITH TKE ENGINEERING, INC. TO PROVIDE ON-CALL ENGINEERING
PLAN CHECK SERVICES FOR THE CITY OF SANTA ANA
THIS AGREEMENT is made and entered into on this 16th day of July, 2024 by and between TKE Engineering, Inc., a California corporation (“Contractor”), 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 March 19, 2024, the City issued Request for Proposal (“RFP”) No. 24-035, by which it sought qualified firms to provide on-call engineering plan check services for the City’s Public Works Agency.
Contractor submitted a responsive proposal that was among those selected by the City. Contractor represents that it is able and willing to provide the services described in the scope of work that was included in RFP 24-035.
In undertaking the performance of this Agreement, Contractor represents that it is knowledgeable in its field and that any services performed by Contractor under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional engineering firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
On an on-call basis, and at the City’s sole discretion, Contractor shall perform the services described in the scope of work that was included in RFP No. 24-035, which is attached as Exhibit A, and as more specifically delineated in Contractor’s proposal, which is attached as Exhibit B and incorporated in full.
2. COMPENSATION
a. City neither warrants nor guarantees any minimum or maximum compensation to Contractor under this Agreement. Contractor shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit C. Contractor is one of five (5) contractors selected to provide engineering plan check services on an on-call basis under RFP 24-035. The total annual compensation for the services provided by all such contractors selected under RFP 24-035 shall not exceed the aggregate amount of Three Hundred Thousand Dollars and Zero Cents ($300,000). The total aggregate amount to be expended by all such contractors during the full term of the Agreement, including extension periods, if any, shall not not exceed One Million Five Hundred Thousand Dollars and Zero Cents ($1,500,000). b. Payment by City shall be made within 45 days (forty-five) days following receipt of proper City Council 15 – 58 7/16/2024
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.
3. TERM
This Agreement shall commence on the date first written above for an initial three year term and terminate on June 30, 2027, unless terminated earlier in accordance with Section 16, below. The term of this Agreement may be extended for a single, two-year extension upon a writing executed by the City Manager and City Attorney.
4. PREVAILING WAGES
Contractor is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. If the services being performed are part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Contractor agrees to fully comply with such Prevailing Wage Laws.
Contractor shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
5. INDEPENDENT CONTRACTOR
Contractor shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Contractor performs the services which are the subject matter of this Agreement; however, the services to be provided by Contractor shall be provided in a manner consistent with all applicable standards and regulations governing such services. Contractor shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.
6. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Contractor under this Agreement (“Documents & Data”). Contractor 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. Contractor represents and warrants that Contractor has the legal right to license any and all Documents & Data. Contractor makes no such representation and warranty in regard to Documents & Data which were provided to Contractor by the City. City shall not City Council 15 – 59 7/16/2024
be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.
7. INSURANCE
Prior to undertaking performance of work under this Agreement, Contractor shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below for the entire Term of this Agreement against claims for injuries to persons or damage to property which may arise from or in connection with services, products and materials supplied to City. Total cost of such insurance shall be borne by Contractor.
a. Minimum Scope and Limit of Insurance
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence and $2,000,000 aggregate. Required policy limits can be met with primary and umbrella/excess insurance policies.
2. Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1) with a limit no less than $1,000,000 combined single limits.
3. Workers’ Compensation: as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.
4. Professional Liability Insurance: with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 aggregate.
5. Broader Coverage: if the Contractor maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
b. Other Insurance Provisions
1. Additional Insured Status: The City, its City Council, its officers, officials, employees, and volunteers are to be covered as additional insureds on the Contractor’s CGL, Professional Liability, and Automobile Liability policies, with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connectionwith such work or operations.
2. Waiver of Subrogation: Contractor hereby grants to City a waiver of any right to subrogation that any insurer of said Contractor may acquire against the City by virtue of the payment of any loss under such insurance. Contractor agrees to obtain any City Council 15 – 60 7/16/2024
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.
3. Primary Coverage: For any claims related to this contract, the Contractor’s insurance coverage shall be primary. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Contractor’s insurance and shall not contribute with it.
4. Severability of Interest: A severability of interest provision must apply for all the additional insureds, ensuring that Contractor’s insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the insurer’s limits of liability.
5. Notice of Cancellation: Each insurance policy required above shall provide that coverage shall not be canceled, voided, reduced in coverage or in limits, non-renewed by the carrier, or materially changed except after thirty (30) days prior written notice has been given to City. Ten (10) days prior written notice shall be provided to City for policy cancellation or non-renewal due to non-payment of premium.
6. Self-Insured Retentions: Self-insured retentions must be declared to and approved by the City. The City may require Contractor 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.
7. 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.
8. Claims Made Policies: If any of the required policies provide coverage on a claimsmade basis: (1) the Retroactive Date must be shown and must be before the date of the contract; (2) Insurance must be maintained and evidence of insurance must be provided for at least three years after completion of work; (3) If coverage is canceled or nonrenewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, Contractor must purchase “extended reporting” coverage for a minimum of three years after completion of work.
9. Verification of Coverage: Contractor shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage requiredby this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor’s obligation to provide them.
The City reserves the right to require complete, certified copies of all required insurance policies,including endorsements required by these specifications, at any time.
City Council 15 – 61 7/16/2024
10. Subcontractors: Contractor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors.
11. Special Risks or Circumstances: City reserves the right to modify these requirements, including limits, based on the nature of therisk, prior experience, insurer, coverage, or other special circumstances.
8. INDEMNIFICATION
Contractor 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 Contractor, 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 Contractor 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 Contractor’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 Contractor.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Contractor 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 Contractor to the City pursuant to this Agreement.
10. RECORDS
Contractor shall keep records and invoices in connection with the work to be performed under this Agreement. Contractor 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 Contractor under this Agreement. All such records and invoices shall be clearly identifiable. Contractor 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. Contractor City Council 15 – 62 7/16/2024
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 Contractor under this Agreement.
11. CONFIDENTIALITY
If Contractor receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Contractor 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 Contractor disclosed in a publicly available source; (c) is in rightful possession of the Contractor without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Contractor without reference to information disclosed by the City.
12. CONFLICT OF INTEREST CLAUSE
Contractor covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement.
13. NON-DISCRIMINATION
Contractor 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. Contractor affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.
14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and Contractor, 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 Contractor. 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 Contractor 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.
City Council 15 – 63 7/16/2024
15. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Contractor, Contractor 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 contractors retained by City.
16. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination.
In such event, Contractor shall be entitled to receive and the City shall pay Contractor compensation for all services performed by Contractor 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 Contractor 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 Contractor consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.
17. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
18. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement.
19. PROFESSIONAL LICENSES
Contractor 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. Contractor 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 City Council 15 – 64 7/16/2024
cause for termination of this Agreement.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney’s fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.
21. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons:
To City:
Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Nabil Saba
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, California 92702
Fax: 714-647-5635
To Contractor:
Terry Renner, PE, PLS, QSD
2305 Chicago Avenue
Riverside, CA 92507
[email protected]
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 City Council 15 – 65 7/16/2024
Nabil Saba Digitally signed by Nabil Saba
Date: 2024.07.02 11:31:24 -07'00'
City Council 15 – 66 7/16/2024
EXHIBIT A - SCOPE OF WORK
City Council 15 – 67 7/16/2024
City Council 15 – 68 7/16/2024
City Council 15 – 69 7/16/2024
EXHIBIT B - PROPOSAL
City Council 15 – 70 7/16/2024
TABLE OF CONTENTS
Statement of Qualifications
Section A | Cover Letter
Section B | Contract Agreement Statement
Section C | Firm & Team Experience
Section D | Understanding of Need/Schedule of Delivery
Section E | Relevant Project Experience
Section F | References
Section G | Scope of Services & Schedule
Fee Proposal (Submitted Separately)
Certifications
Attachment 3-1|Non-Collusion Affidavit
Attachment 3-2|Non-Lobbying Certification
Attachment 3-3|Non-Discrimination Certification
Attachment 3-3|Fleet Compliance Certification
Prepared for:
City of Santa Ana
Public Works Agency
20 Civic Center Plaza
Santa Ana, CA 92701
Contact: Ehab Elias
Senior Civil Engineer
Phone: (714)647-5627
Email: [email protected]
Prepared by:
TKE Engineering, Inc.
2305 Chicago Avenue
Riverside, CA 92507
Contact: Terry Renner, P.E., P.L.S., Q.S.D.
Senior Vice President
Phone: (951) 680-0440
E-mail: [email protected]
City Council 15 – 71 7/16/2024
TECHNICAL PROPOSAL P a g e |1
Ehab Elias
Senior Civil Engineer
City of Santa Ana
20 Civic Center Plaza, M-36
Santa Ana, CA 92701
Subject: Request for Proposal for On-Call Plan Checking Services Dear Mr. Elias:
Thank you for the opportunity to present our proposal as a response to the Request for Proposal On-Call Engineering Plan Check Services for the City. TKE is enthusiastic about the opportunity to assist the City with these services. Our proposal enclosed herein, outlines TKE Engineering, Inc’s (TKE) qualifications to provide the requested services to the City of Santa Ana (City). TKE is a full service, multi-disciplinary consulting firm highly qualified to perform any and all City services required to successfully complete the City’s CIP development projects. We are enthusiastic about the opportunity to assist the City and aware of the City’s needs for immediate assistance.
Why should the City choose TKE to provide the requested services? Please consider the following:
A. Firm Identification - Founded in 2000, TKE is a California Corporation, is a full service, multi-disciplinary consulting corporation located at 2305 Chicago Avenue, Riverside, California 92507 and can be found online at www.tkeengineering.com and our Federal Tax ID Number is 33-0918894. We have 24 years of experience with providing plan and map checking, as well as, on-call engineering services to public agencies and are highly qualified to perform the services necessary for project delivery.
B. Names and Titles of Principal Owners- TKE Engineering Inc. has 3 principal owners, Michael P.
Thornton, P.E., P.L.S., M.S. who is President of TKE, Terry Renner, P.E., L.S., Q.S.D., who is the Senior Vice President of TKE, and Steven W. Ledbetter, P.E. who is the Vice President of TKE.
C. Authorized Personnel - Terry Renner, P.E., P.L.S., Q.S.D., Project Manager, is an authorized to negotiate and execute an agreement with the City on behalf of TKE. He will be TKE’s contact person for the duration of the proposal evaluation and contract. He can be reached by telephone at (951) 680-0440 and e-mail at [email protected].
D. Company History, Experience, and Years in Business - TKE was established with the goal of providing turnkey services for municipal land development and public works projects in order to benefit our community. As a result of the focus of the firm on this mission, TKE has earned a reputation for thoroughness, rapid turnaround, cost efficiency and overall quality of services. We are a highly motivated, dynamic firm with the goal of being the City’s preferred consultant. As a firm dedicated to public service, TKE’s experience is exclusively related to review of development projects and publicly funded public works projects and we thoroughly understand all related requirements to protect the City’s interests and avoids any conflicts of interest. TKE has been providing professional plan check services to numerous municipalities and cities for the past 24 years. As such, we have a thorough knowledge of the City’s standards and requirements.
E. Current Number of Employees, Key personnel – TKE Engineering currently employs 53 Professional Engineers, Plan Checkers, Traffic Engineers, Surveyors, Inspectors, Designers, Project Managers, and Support Staff. Mr. Renner will be overseeing and managing the work of our key personnel, each of whom have extensive experience providing plan check and related engineering services. Justin Schlaefli, P.E., T.E., P.T.O.E., Steve Nix, P.E., P.L.S., Brian Wolfe, P.E., Monae Pugh, and Ron Musser, P.L.S. are TKE’s proposed Senior Plan Check Engineers.
Thank you for your consideration. TKE would very much appreciate the opportunity to provide engineering services. If you have any questions, please call me at (951) 680-0440.
Sincerely,
Terry Renner, P.E., P.L.S., Q.S.D. | Senior Vice President |TKE Engineering, Inc.
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 72 7/16/2024
TECHNICAL PROPOSAL P a g e |2
SECTION B | CONTRACT AGREEMENT
STATEMENT TKE Engineering, Inc. | AT A GLANCE
TKE has no exceptions or restrictions to the City of
Santa Ana’s Professional Service Agreement. On-Call Contracts TKE currently provides Plan Checking,
Map Checking, Traffic Engineering,
Engineering, Project Support, and
Survey services for more than 30 Cities
/ Counties / Districts throughout
Southern California
SECTION C | FIRM & TEAM EXPERIENCE
F I R M B A C K G R O U N D
TKE Engineering, Inc. (TKE), a California
City/District Surveyor
City/District Surveyor in 9
Cities/Districts.
Corporation, was established in June 2000, and in
the last 24 years has developed into one of Southern
California’s premier full-service consulting
engineering firms. TKE was established with the goal
of providing turnkey services for municipal agencies
in order to benefit our community. As a result of the
focus of a firm on this mission, TKE has earned a
reputation for thoroughness, rapid turnaround, cost
efficiency and, overall quality of work. We are a
highly motivated, dynamic firm with the goal of being
your preferred consultant.
Traffic Engineering
Traffic Engineer in 6 Cities/Districts.
City/District Engineer
City Engineer in 5 Cities/Districts
Size of Organization TKE provides turnkey plan/map checking services for developer and capital improvement projects to
numerous municipalities. The municipal services
provided by our firm include Plan and Map Checking,
Traffic Engineering, Surveying, Inspection, and
Project Management and Construction Management
services. Our wide range of services provides our
team with an intimate knowledge and experience of
the common pitfalls for each project variation and our
plan checkers ensure developer and City projects do
not fall into the same situations.
53 Professional Engineers, Plan
Checkers, Traffic Engineers, Surveyors,
Inspectors, Designers, Project
Managers, and Support Staff
Headquarters Office
TKE Engineering, Inc.
2305 Chicago Avenue
Riverside, CA 92507
Years in Business
TKE has conducted business for the
past 24 years and has 24 years of
experience in providing plan checking
services for public clients. TKE’s primary office is located in a business owned 7,000 square foot office building at 2305 Chicago
Avenue in Riverside. TKE currently maintains a staff
of 53 plan and map checkers, project managers,
engineers, traffic engineers, surveyors, drafters,
inspections, and clerical personnel.
Company Structure
TKE is a California Corporation founded
in June 2000. TKE has no affiliates or
subsidiary companies. California
Business License Number: 00109901.
TKE DIR No. 1000413173
Firm Owners
Michael P. Thornton, P.E., P.L.S., M.S.
– President
Terry Renner, P.E., L.S., Q.S.D. –
Senior Vice President
TKE Engineering, Inc. continues to be the preferred
consultant for a number of our clients across Los
Angeles, Orange, Riverside and San Bernardino
counties because our Team of licensed experts have
built strong working relationships through strategic
collaboration, implementation of industry best
practices and lessons learned on each project;
ultimately resulting in successful project completion
to our clients’ satisfaction. Our Team has the
capabilities and capacities to support the City of
Santa Ana in addressing its strategic issues by
achieving the following:
Steven W. Ledbetter, P.E. Vice
President
City of Santa Ana
Point of Contact
Terry Renner, P.E., L.S., Q.S.D.
Senior Vice President
2305 Chicago Avenue
Riverside, CA 92507
Phone: (951) 680-0440
Email: [email protected]
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 73 7/16/2024
TECHNICAL PROPOSAL P a g e |3
Δ Support and uphold a Positive City Image approach. We consider ourselves community through submission of consistently builders and take ownership of services requested thorough and compliant plan checks from TKE, ensuring that our personnel will be Δ Demonstrating Exemplary Leadership by allocated on an as-needed basis in order to complete holding
delivering quality services
ourselves accountable to all services on schedule and within specified budget.
TKE is committed to responding to our clients’ needs
Δ Offering Public Service Excellence as they arise.
through further development of a strong
working partnership with the City so we
may best understand how to provide
necessary services that are of high priority
Terry Renner, P.E., P.L.S,
Q.S.D.
Project Manager
T E A M E X P E R I E N C E R.C.E. No. 69984
TKE’s key staff assigned to perform the services P.L.S. No. 9762 required are identified and discussed in detail within
the following section. As discussed previously, TKE
currently maintains a staff of 53 personnel who are
Q.S.D. Certification No. 24329
Mr. Renner has 24 years of
highly qualified to assist with any of the required engineering and surveying experience and also has services for this contract. experience as a Plan Checker and Project Manager.
Mr. Renner is a Registered Civil Engineer and
licensed Land Surveyor in the State of California. He
has extensive experience in the design and
construction of public works improvement projects,
including plan checking, project management, design
TKE has two unique advantages associated with the
experience of TKE’s project team. One benefit of
TKE’s project team is our extremely low internal
turnover rate. As a result of our rigorous interview
and testing procedures, coupled with our extremely
high employee satisfaction rates, TKE have several
years of experience working together. The close
relationships each of our staff members have with
one another provide the City with an extremely well
rounded and experienced team. As such, TKE’s
project team experience directly correlates with
TKE’s firm experience described previously.
engineering, construction management and
surveying services. In addition, as detailed on Mr.
Renner’s resume, he has experience with drainage
studies preparation, design and construction
engineering for street, sewer and drainage system
improvement projects. Mr. Renner is well trained in
the use of computerized drawing software. He will
assist with various tasks throughout the course of
The second benefit of TKE’s project team is our providing engineering services, such as base internal training procedures. TKE has strived to construction drawings, design and construction develop techniques that reach outside the box and estimates. develop well rounded individuals committed to Mr. Renner’s role on the team will be to manage plan checking duties, compliance with standards and
regulations and perform quality assurance and
quality control on all documents.
providing high quality, efficient services to meet all of our clients’ needs. TKE trains our staff on every facet of engineering design and construction to provide a
level of knowledge that can identify problems in every
phase of a project, from planning through
construction and peer review/plan checking.
Justin Schlaefli, P.E., T.E.,
P.T.O.E. It is this commitment to service and diverse array of offerings that makes us unique and drives our longstanding relationships with our client base.
Understanding that all aspects of on-call
miscellaneous consulting and plan checking services
are important to ensure the City’s interests are
protected and project schedules are met, our team
brings TKE management level professionals to
projects ensuring that every aspect receives full and
comprehensive consideration. It is this personal
touch and contact that define our ‘local service’
Traffic Engineer
R.C.E. No. 69984
Justin has 22 years of experience
in the transportation field. He is
responsible for managing
projects on a day-to-day basis as
well as interfacing with other project team members
and decision makers/ government staff and
Contractors.
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 74 7/16/2024
TECHNICAL PROPOSAL P a g e |4
He specializes in Intelligent Transportation Systems,
Transportation Planning, Construction, Traffic
Brian Wolfe, P.E.
Senior Plan Check Engineer
Engineering and Traffic Operations. He has
experience working on both public sector projects as
well as private sector development. His experience
ranges from construction management and
inspection to operations and maintenance. He also
has experience conducting traffic studies, specialized
access analysis, parking studies, trip generation
studies, traffic micro-simulation, signal operations,
R.C.E. 69109
Brian Wolfe has over 20 years of
experience in civil engineering
and land surveying for both
private and public sectors of the
industry. His experience in
signal timing, traffic control and design/build of ITS design, construction and plan checking includes a solutions. In addition, Justin has served as a subject variety of improvement projects such as street matter expert in court, for the State of California and improvements, pavement rehabilitation, signing and for vendors in the transportation industry. He is also striping, precise grading, water mains, demolition, a proud alumnus of San Diego State University where reservoir rehabilitation, and sewer mains. He has he has been a guest lecturer and has taught provided staff augmentation, capital improvement Transportation Engineering, helping to mentor the design, construction management and plan checking next generation in his field. services for several Southern California public agencies including 5 years with the City of Adelanto.
His experience also includes public works
construction inspection, legal descriptions for
easements, topographic surveying and construction
surveying.
Steve Nix, P.E., P.L.S.
Senior Plan Check Engineer
R.C.E. No. 56810
P.L.S. No. 8146
Many of his projects involved ADA accessible
pathways and grant funding management such as
Safe Routes to Schools and Community
Development Block Grant (CDBG) improvements.
Mr. Wolfe is also well versed in traffic calming, bicycle facility design, warrant analysis and temporary traffic control. Previous traffic engineering duties included
close collaboration with City Police Departments to
resolve parking violation enforcement issues and
increasing traffic safety.
Mr. Nix, has over 39 years of
experience
planning,
in engineering
design, and
construction management for
public works projects. Mr. Nix has served several
cities as it’s resident engineer and other capacities
including City of Chino, City of Chino Hills, City of
Montclair, City of Ontario, City of Fontana, City of
Riverside, and Chino Basin Municipal Water District
in both the public and private sectors. He has served
the City of Upland as the Sanitary Sewer Specialist
and East Valley Water District as the Director of
Engineering and Operations. His experience includes
design and construction management of all types of
civil engineering projects ranging from single and
multi-family residential, commercial and industrial
development projects, public works projects including
street, sewer, water, storm drain improvements,
water wells construction including wellhead
Monae Pugh
Senior Plan Check Engineer
Monae Pugh has over 32 years of
Municipal and Public Agency
engineering experience with a
wide range of responsibilities and
projects emphasizing the
discipline of Transportation and
treatment, sewage and water pump stations, water Traffic Engineering. Her most recent experience reservoirs as well as sewage treatment and includes management of both Land Development transmission and Traffic Engineering Departments for the City of Fontana. Prior experience includes over 17 years in
the County of Riverside Traffic Engineering
Department. She is a Certified Grant Writer through
Cal State San Bernardino Certification Program and
has secured multiple Transportation grants for a wide
variety of infrastructure projects.
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 75 7/16/2024
TECHNICAL PROPOSAL P a g e |5
Ron Musser, P.L.S.
Director of Survey
P.L.S. No. 4230
Mr. Musser has over 50 years of
experience in performing field
and office surveying services for
public and private projects
including design surveys and
right-of-way acquisition projects. Prior to joining TKE Engineering, Inc., Mr. Musser worked at the County
of Riverside as a County Surveyor for nearly 22 years
providing mapping, easement document preparation,
field surveying and calculations support for hundreds
of projects. He has prepared records of survey,
parcel maps, tract maps, right-of-way and easement
documents in San Bernardino County, Riverside
County, San Diego County, Orange County and Los
Angeles County. He has performed boundary,
topographic, ALTA, and precise level surveys as well
as Global Positioning Surveys.
TKE’s professional team is supported by 53
engineering assistants, surveying assistants, and
administrative staff. Corporate resumes along with
an organizational chart for the entire team are
presented on the following pages.
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 76 7/16/2024
TECHNICAL PROPOSAL P a g e |6
O R G A N I Z A T I O N C H A R T , T I M E A V A I L A B I L T Y & R E S U M E S The following pages includes our firm’s organization chart, time availability and resumes of our key personnel. TKE can furnish additional resumes for any support staff needed to accomplish the work under this contract.
Project Manager
Terry Renner, P.E., P.L.S., Q.S.D.
Time Availability: 25%
Senior Plan Check Engineer Traffic Engineer
Brian Wolfe, P.E. Justin Schlaefli, P.E., T.E., P.T.O.E.
Time Availability: 40% Time Availability: 30%
Senior Plan Check Engineer
Steve Nix, P.E., P.L.S.
Time Availability: 35%
Director of Survey
Ron Musser, P.L.S.
Time Availability: 35%
Senior Plan Check Engineer
Monae Pugh
Time Availability:40%
S U P P O R T T E A M
( 5 0 + M e m b e r s )
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 77 7/16/2024
TECHNICAL PROPOSAL P a g e |7
R E S U M E S Mr. Renner is the Senior Vice President of TKE and has over 23 years of experience in civil engineering design, plan checking, project management and construction management of both
development and public works infrastructure projects, including grading improvements, street and transportation improvements, drainage
improvements,
improvements,
facilities
water
improvements
improvements,
and
sewer
recreation
improvements. He currently provides plan checking services for the cities of Calimesa, Upland, Wildomar, Highland, and El Monte. He has managed plan check work on a variety of development projects including small to very large projects as the municipal agency’s technical review staff. He has provided management of
development project screen checks, responses to development community inquiries, acceptance of submittals on behalf of agencies, determination of project impacts, development conditions of approval, presentation of projects to planning commissions, preparation of council agenda reports, performed plan checking as well as many other municipal development related services. He has successfully delivered a wide variety of complex and challenging projects and is dedicated to ensuring that the plans produced by TKE continue to exceed industry standards.
TERRY RENNER,
P.E., P.L.S.,
Q.S.D.
DETAILED PROJECT EXPERIENCE
Project Manager
• TM 18249; Upland Crossing; Eleventh Street, City of Upland, CA – Mr. Renner was responsible for water, sewer, drainage, street, grading and water quality management plan check services on a 16 acre, 125 lot, single family development project.
TKE Engineering, Inc.
EDUCATION
• Tract 18274; Upland Crossing College Heights Basin, City of Upland, CA – Mr. Renner was responsible for water, sewer, drainage, street, grading and water quality management plan check services on a 12-acre, high density development project.
BS, Civil Engineering, California
State Polytechnic University,
Pomona
• TTM 18697, City of Upland, CA – Mr. Renner was responsible for water, sewer, drainage, street, grading and water quality management plan check services on a 10-acre, 209-unit mixed use development project.
REGISTRATIONS
P.E. License Number 69984 (CA)
Qualified SWPPP Developer and
Practitioner #24329
• TTM 18951, City of Upland, CA – Mr. Renner was responsible for water, sewer, drainage, street, grading and water quality management plan check services on a 4-acre, 78-unit high density development project.
P.L.S. 9762
CERTIFICATIONS
Caltrans SWPPP Certified
• TTM 15461, City of Upland, CA – Mr. Renner was responsible for sewer, street, and grading plan check services on a one-unit single family residential development project.
AFFILIATIONS
American Public Works
Association
American Council of Engineering
Companies of California
• TTM 26811 Singleton Road, Mastercraft Development, City of Calimesa, CA – Mr. Renner was responsible for precise grading plan check services on the 200-lot subdivision. • TTM 30386 Bryant Street, City of Calimesa, CA – Mr. Renner was responsible for street and storm drain, grading and signing and striping plan check services on the 400-lot subdivision.
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 78 7/16/2024
TECHNICAL PROPOSAL P a g e |8
Justin has 21 years of experience in the transportation field. He is responsible for managing projects on a day-to-day basis as well as interfacing with other project team members and decision makers/ government staff and Contractors. He specializes in Intelligent Transportation Systems, Transportation Planning, Construction, Signal Maintenance, Traffic Engineering and Traffic Operations. He has experience working on both public sector projects as well as private sector development. His experience ranges from construction management and inspection to operations and maintenance. He also has experience conducting traffic studies, specialized access analysis, parking studies, trip generation studies, traffic microsimulation, signal operations, signal timing, traffic control and design/build of ITS solutions. In addition, Justin has served as a subject matter expert in court, for the State of California and for vendors in the transportation industry. He is also a proud alumnus of San Diego State University where he has served as a guest lecturer and adjunct faculty teaching Transportation Engineering and helping to mentor the next generation in his field.
JUSTIN P.
SCHLAEFLI,
P.E., T.E., PTOE
Traffic Engineer
Through his career, Justin Schlaefli has accumulated truly unique experience in Traffic Engineering. For example, Justin has served as an expert for the State Board of Professional Engineers with respect to creation of the Traffic Engineer license exam. In addition, Justin has served as a qualified expert witness for the US Attorney’s office in cases involving traffic accidents and traffic signal timing. In addition, Justin has completed hundreds of traffic and safety studies throughout his career including substantial CEQA/NEPA work.
Finally, Justin has overseen design/build projects for signal modification and ITS improvements including projects in Caltrans jurisdiction and involving multi-agency coordination.
TKE Engineering, Inc.
EDUCATION
B.S., Civil Engineering, San Diego
State University
M.S., Civil Engineering, Norwich
University DETAILED PROJECT EXPERIENCE
CERTIFICATIONS • City Traffic Engineering, Various Cities, CA - Mr. Schlaefli provided on-call traffic engineering services to various Cities. He is currently responsible to review of traffic control plans, land development review of site plans and access management, review and comment of traffic impact studies, traffic engineering project coordination with capital improvement projects, warrant analysis preparation, traffic count coordination, analysis of traffic counts and collision data, traffic control device recommendations, speed zone survey preparation, and certifications, and school zone analysis. While providing these services to the City, Mr.
Schlaefli has represented the City with other agencies, consultants and developers at numerous meeting, represented engineering with the City’s management personnel and other public meetings, managed engineering budgets and project schedules.
On-Call Plan Checking, City of Pico Rivera, CA - Mr. Schlaefli served as the Traffic Engineer. TKE provides on-call plan and map checking services to the City. TKE is providing plan checking services for several small and large tract developments, single family residential units and commercial retail centers within the City. In addition, TKE is performing plan check on several capital improvement projects within the City.
P.E. License Number 74670 (CA)
T.E. License Number 2564 (CA)
REGISTRATIONS
Professional
Engineer
Traffic Operations
IMSA Level II Signal Technician —
Field
Certified Fiber Optic Technician
AFFILIATIONS
Former Second Vice President,
San Diego Highway Development
Association
Member National Academy of
Sciences, Transportation
Research Board
•
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 79 7/16/2024
TECHNICAL PROPOSAL P a g e |9
Member, Institute of
Transportation Engineers
•
•
On-Call Plan Checking, City of Hesperia, CA – Mr. Schlaefli served as the Traffic Engineer. TKE provides on-call plan and map checking services to the City. TKE is providing plan checking services for several small and large tract developments, single family residential units and commercial retail centers within the City. In addition, TKE is performing plan check on several capital improvement projects within the City.
On-Call Plan Checking, City of Highland, CA - Mr. Schlaefli served as the Traffic Engineer. TKE provides on-call plan and map checking, civil engineering and inspection services to the City of Highland for Capital Improvement project coordination, planning and implementation. TKE is assisting the City Engineer with more than $7 million in Capital Improvements Projects for the current fiscal year. TKE simultaneously prepared numerous grant applications, performed plan checking on CIP, represented the City with other agencies at various meetings, represented Engineering with the City’s council and other public meetings, managed engineering budgets and project schedules, prepared and acquired right-of-way, managed funding programs, provided construction management and inspection services, as well as public relations and various related work.
Vice President of Professional
Development, San Diego State
University Alumni Board of
Advisors
Adjunct Faculty, San Diego State
University
• On-Call Plan Checking, City of Calimesa, CA - Mr. Schlaefli served as the Traffic Engineer. TKE provides on-call plan and map checking services to the City of Calimesa. TKE is providing plan checking services for several small and large tract developments, single family residential units and commercial retail centers within the City.
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 80 7/16/2024
TECHNICAL PROPOSAL P a g e |10
Mr. Nix, has over 39 years of experience as a Civil Engineer. He has worked on a variety of development projects, ranging in size from small to very large, as the municipal agency’s technical review staff. He has provided development project screen checks, responded to development community inquiries, accepted submittals on behalf of agencies, determined project impacts, developed conditions of approval, presented projects to planning commissions, prepared council agenda reports, performed plan checks, seamlessly executed the entitlement process, as well as many other municipal development services. His experience includes survey, design and construction management of all types of civil engineering projects ranging from single and multi-family residential, commercial and industrial development projects, public works projects including street, sewer, water, storm drain improvements, water wells construction including wellhead treatment, sewage and water pump stations, water reservoirs as well as sewage treatment and transmission
DETAILED PROJECT EXPERIENCE STEVE NIX,
P.E., P.LS. • On-Call Plan and Map Checking Services, Various Cities- Mr. Nix has provided on-call plan checking services to several local Southern California Cities. His experience includes providing plan checking services for several small and large tract developments, single family residential units, and commercial retail centers. His services have included development project screen checks, responding to development community inquiries, performing plan checking for grading, street, storm drain, landscaping, street lighting, traffic signal, SWPPP, erosion control, and WQMP plans, as well as conducting all facets of municipal development related services.
Senior Plan Check
Engineer
TKE Engineering, Inc.
EDUCATION
Chaffey College
• Director of Public Works, City of Montclair- Mr. Nix served as Director of Public Works for the City of Montclair. His project. experience includes wet utility relocations necessary to support the extension of the Metro Rail from San Bernardino to Redlands and the Central Avenue Rehabilitation Project between Phillips Blvd and Arrow Route in the City of Montclair. He also provided contract support for plan check services for all Development Projects within the City of Montclair. This included review of entitlement processing and review of all improvements plans and mapping needed to facilitate new development projects, he also provided design, QA/QC and shop drawing review required for Land Development projects.
Director of Engineering and Operations, East Valley Water District, City of Highland-Mr. Nix served as the Director of Engineering and Operations for the East Valley Water District. He was responsible for daily operations and managing the Capital Improvement Program which averages $5-6M of improvements to District facilities per year. The Operations Division included both water and wastewater and served approximately 102,000 residents within City of Highland and portions of both City and County of San Bernardino. The Water Division also operates a 8 MGD surface water treatment plant which provides about 1/3 of the potable water used within the District.
REGISTRATIONS
P.E. License Number 56810
(CA)
L.S. License Number 8146
(CA)
AFFILIATIONS
Riverside-San Bernardino
Counties Branch, American
Society of Civil Engineers
(ASCE) •
American Public Works
Association (APWA)
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 81 7/16/2024
TECHNICAL PROPOSAL P a g e |11
Brian Wolfe has over 20 years of experience in civil engineering and land surveying for both private and public sectors of the industry. His experience in design, construction and plan checking includes a variety of improvement projects such as street improvements, pavement rehabilitation, signing and striping, precise grading, water mains, demolition, reservoir rehabilitation, and sewer mains. He has provided staff augmentation, capital improvement design, construction management and plan checking services for several Southern California public agencies including 5 years with the City of Adelanto. His experience also includes public works construction inspection, legal descriptions for easements, topographic surveying and construction surveying.
Many of his projects involved ADA accessible pathways and grant funding management such as Safe Routes to Schools and Community Development Block Grant (CDBG) improvements. Mr. Wolfe is also well versed in traffic calming, bicycle facility design, warrant analysis and temporary traffic control. Previous traffic engineering duties included close collaboration with City Police Departments to resolve parking violation enforcement issues and increasing traffic safety.
BRIAN D.
WOLFE, P.E.
Senior Plan Check
Engineer Mr. Wolfe has written and presented many staff reports for recommend action to commissions as well as contract awards for City council.
Recommended action often required close coordination with the public and businesses. Mr. Wolfe has represented the city at numerous regional meetings with SBCTA and Caltrans.
TKE Engineering, Inc.
EDUCATION
DETAILED PROJECT EXPERIENCE M.S. Civil Engineering,
California State Polytechnic
University, Pomona
• On-Call Plan and Map Checking Services, Various Cities- Mr.
Wolfe has provided on-call plan checking services to several local Southern California Cities. His experience includes providing plan checking services for several small and large tract developments, single family residential units, and commercial retail centers. His services have included development project screen checks, responding to development community inquiries, performing plan checking for grading, street, storm drain, landscaping, street lighting, traffic signal, SWPPP, erosion control, and WQMP plans, as well as conducting all facets of municipal development related services.
City Engineering Services, City of Adelanto – Mr. Wolfe provided full time civil engineering services to the city, as the City Engineer.
While providing these services to the city, he has represented the city with other agencies at numerous meetings, represented engineering with the City’s council and other public meetings, managed engineering budgets and project schedules, retained other consultants to prepare improvement design projects, managed funding programs, and various related work. In addition, and he has managed infrastructure development projects.
B.S. Civil Engineering,
California State Polytechnic
University, Pomona
REGISTRATIONS
P.E. License Number 69109
(CA)
•
AFFILIATIONS
American Society of Civil
Engineers (ASCE)
Past-President, San
Bernardino/Riverside County
Branch
• Tract 20017; Spanish Trails, City of Upland- Mr. Wolfe was responsible for water, sewer, drainage, street, WQMP, SWPPP and grading plan check services on a 4.75-acre, residential development project.
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 82 7/16/2024
TECHNICAL PROPOSAL P a g e |12
Ms. Pugh has over 32 years of Municipal and Public Agency engineering experience with a wide range of responsibilities and projects emphasizing the discipline of Transportation and Traffic Engineering. Her most recent experience includes management of both Land Development and Traffic Engineering Departments for the City of Fontana. Prior experience includes over 17 years in the County of Riverside Traffic Engineering Department. Ms. Pugh has actively pursued continuing education throughout her career through U.C.
Berkley extension courses offered by the Institute of Transportation Studies and couples this with functional engineering experience. She is a Certified Grant Writer through Cal State San Bernardino Certification Program and has secured multiple Transportation grants for a wide variety of infrastructure projects.
DETAILED PROJECT EXPERIENCE
• City of Hesperia Traffic Engineering – Ms. Pugh provides oncall traffic engineering services to the City. She is currently responsible for review of traffic control plans, land development review of site plans and access management, review and
comment of traffic impact studies, traffic engineering project coordination with capital improvement projects, warrant analysis preparation, traffic count coordination, analysis of traffic counts and collision data, traffic control device recommendations, speed zone survey preparation and certifications, and school zone analysis. While providing these services to the City, Ms. Pugh has represented the City with other agencies, consultants and developers at numerous meeting, represented engineering with the City’s management personnel and other public meetings, managed engineering budgets and project schedules.
MONAE PUGH
Senior Plan Check
Engineer
TKE Engineering, Inc.
EDUCATION
UC Berkley Institute of
Transportation Engineers
•
•
City of Corona Traffic Engineering Services – Ms. Pugh
provides on-call traffic engineering services to the City of Corona.
She managed numerous in-house traffic signal designs, reviewed developer submitted traffic impact reports, provide plan checking on traffic control plans submitted for developer projects and capital improvement projects. While providing these services to the City, Ms. Pugh has represented the City during meetings with City consultants and developers, managed engineering budgets and project schedules, and various related work.
City of Calimesa Traffic Engineering – Ms. Pugh provide oncall traffic engineering services to the City. She is currently responsible for review of traffic control plans, land development review of site plans and access management, review and
comment of traffic impact studies, traffic engineering project coordination with capital improvement projects, warrant analysis preparation, traffic count coordination, analysis of traffic counts and collision data, traffic control device recommendations, speed zone survey preparation and certifications, and school zone analysis.
AFFILIATIONS
Institute of Transportation
Engineers
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 83 7/16/2024
TECHNICAL PROPOSAL P a g e |13
Mr. Musser has over 52 years of experience in performing field and office surveying and plan checking services for public and private projects including roadway and highway projects. He has performed design topographic surveying and construction staking on all of TKE’s respective design and construction management projects and map checking over the past 10 years. In addition, he has prepared records of survey, parcel maps and tract maps in San Bernardino County, Riverside County, San Diego County, Orange County and Los Angeles County. He has performed boundary, topographic, ALTA, and precise level surveys as well as Global Positioning Surveys. Mr.
Musser currently provides map checking services to the cities of Calimesa, Upland, Azusa, Pico Rivera and El Monte.
DETAILED PROJECT EXPERIENCE
•
•
•
On-Call Survey and Map Checking Services, City of Calimesa, CA - Mr. Musser provides on-call map checking services to the City of Calimesa. Mr. Musser is providing map checking services for several small and large tract developments, single family residential units and commercial retail centers within the City.
Services include closure calculations, development project screen checks, response to development community inquiries, perform map checking for tract maps, parcel maps, lot line adjustments, lot mergers, records of survey, corner records, easement and right-of-way acquisitions.
On-Call Survey and Map Checking Services, City of Hesperia, CA - Mr. Musser provides on-call map checking services to the City of Hesperia. Mr. Musser is providing map checking services for several small and large tract developments, single family residential units and commercial retail centers within the City.
Services include closure calculations, development project screen checks, response to development community inquiries, perform map checking for tract maps, parcel maps, lot line adjustments, lot mergers, records of survey, corner records, easement and right-of-way acquisitions.
On-Call Map Checking Services, City of Upland, CA - Mr.
Musser provides on-call map checking services to the City of Upland. Mr. Musser is providing map checking services for several tract developments, single family residential units and commercial retail centers within the City. Services include closure calculations, development project screen checks, response to development community inquiries, perform map checking for tract maps, parcel maps, lot line adjustments, lot mergers, records of survey, corner records, easement and rightof-way acquisitions.
RON
MUSSER,
P.L.S.
Director of Surveys
TKE Engineering, Inc.
REGISTRATIONS
P.L.S. License Number (CA): 4230
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 84 7/16/2024
TECHNICAL PROPOSAL P a g e |14
SECTION D | UNDERSTANDING OF NEED weekly reviews of project budget and schedules and regular meetings with all project shareholders. P R O J E C T U N D E R S T A N D I N G For all projects, either development or capital
improvement, the most important aspect of
management will be to ensure that the City’s interest
is protected to the maximum extent possible. Any
deviation from standards and requirements will be
referred to the Development Principal Engineer. TKE
will implement direction given by City staff.
The City desires to retain a highly qualified Civil
Engineering Consultant on as as-need basis to
provide Plan Check Services. TKE recognizes the
City’s need for plan check services for street
improvement plans, grading plans, water quality
management plans, storm drain improvement plans,
signing and striping plans, traffic studies, traffic signal plans, signal modifications, street lighting plans, For development projects, project requirements and traffic control plans, landscape and irrigation plans, project schedule compliance will be important. land survey documents such as: tract maps, parcel, Project requirements will be assessed by the plan dedication legal description. TKE staff is prepared to checker and presented to the City’s management immediately mobilize and begin providing the staff (i.e. Development Principal Engineer). Upon required services and related engineering assistance receipt of direction from City administration, the Plan for all plan check services of the City’s project needs. Checker will be responsible to verify that development is completed in compliance with those
P R O J E C T A P P R O A C H project requirements. TKE’s effective project management techniques will ensure that compliance
TKE and the City have a common goal, successful will occur. project delivery. Our definition of successful project
delivery is: For developers, time is money. For the City, development assists the City’s economic engine.
Therefore, maintaining the project schedule will be
one of the most important tasks for the plan check
Δ Project completion that protects City interests
Δ Project completion that meets all project
requirements
Δ Project completion within budget
Δ Project completion on schedule
process. Further, maintaining excellent
communications will prevent any project processing
misunderstandings leading to project delays. TKE
management techniques will result in efficient project
delivery.
Our goal is not limited to project processing only, but includes the incorporation of value engineering and
constructability review. Through the evaluation and
management of specific alternatives, we will facilitate the delivery of the most cost-effective project
alternative that meets design requirements and will
provide for the greatest opportunity for expedited
construction.
TKE’s management approach includes:
Monthly Progress Reports – TKE documents project
progress for all plan check projects assigned to TKE
by a comprehensive plan check summary log. The
summary log includes project name and related
number, plan description, plan check number, date of
To achieve our goal, we approach our projects by first receipt, due date, return date and notes. developing a project plan. Our project plan considers
the major issues described below. Prior to beginning
plan checking services, we would perform the
following:
Communication – Communications with agencies’
staff is another important component to effective
project management. In addition to the monthly
progress reports, TKE meets with clients as needed
to ensure the projects are proceeding as
anticipated. We document each discussion or
meeting with notes and electronically mail them to the
project team within three days of the
meeting/conference indicating action items and a
schedule for completion of these items.
Δ Detailed Review of the Project
Δ Preliminary Research and Data Collection
Δ Client Inquiries
Δ Field Reconnaissance
We have identified the following key elements which
are vital to quality plan check delivery:
Record Keeping – TKE keeps records in an
organized filing system both in hard copy and
electronic forms. This organized filing system allows
TKE to access records immediately should they be
needed.
PROJECT MANAGEMENT
Project management will be an essential element in
project delivery. Effective communications will lead
to effective management. Management will include
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 85 7/16/2024
TECHNICAL PROPOSAL P a g e |15
Meetings – TKE meets with project stakeholders as drainage improvement, water, wastewater and facility needed. We meet with them upon request and improvement projects for the Counties of San throughout the course of plan checking to ensure all Bernardino and Riverside, Cities of Fullerton, Irvine, comments are properly addressed and considered in Diamond Bar, Eastvale, Upland, Fontana, Hesperia, the project design. All meeting preparation Banning, Calimesa, Corona, Chino, Adelanto, (agendas, exhibits, slide shows, etc.) will be prepared Highland, Yucaipa, Rialto, Redlands, El Monte, by TKE for each meeting. Again, meetings will be Azusa, South El Monte, Wildomar, and Pico Rivera documented. TKE has provided numerous meetings and for the San Bernardino Municipal Water with other consultants and developers to adequately Department, Western Municipal Water District, convey the City design requirements. Rubidoux Community Services District, and Mission Springs Water District. TKE’s approach has
consistently allowed our partner agencies to fulfill
their missions of delivering the best value for the
public’s investment.
Team Meeting – Team meetings include all parties
that have any interest in the project development. In
particular, the City’s Engineering and Public Works
Departments will be a close working partner with TKE
in determining plan check requirements and
conditions for development and capital projects.
REGULATORY, SUBDIVISION MAP ACT AND
CITY STANDARDS COMPLIANCE
Another primary function of the Plan Checker is to
verify compliance with all aspects of federal, state,
and local laws as well as the subdivision map act and
City standards. TKE is already well versed with
federal, state and local development law and the map
act requirements. Furthermore, TKE is extremely
knowledgeable of City standards and will verify that
all design related to engineering components are
prepared in accordance with these requirements and
standards.
DIGITAL PLAN CHECKING
TKE is familiar with digital plan checking and
equipped to provide digital plan checking services in
two different manners. We are equipped with Blue
Beam to provide fully digital plan checking
services. With Blue Beam, the City and development
community would also need to have the appropriate
software and computer capabilities to process and
review the plan checks. Many City’s we currently
provide plan checking services for are not yet
equipped with these capabilities, therefore we
provide another form of digital plan checking to
accommodate such cities. For cities that are not
capable of fully digital plan check services, we are
able to accept a pdf submittal, review and print
necessary plans in-house and provide pdf plan check
plans and reports back to the City.
COMMUNICATION
TKE provides effective project management of plan
checking services to a variety of clients. We have
successfully delivered plan and map checking
services for extensive and highly visible developer
and CIP street improvement, traffic improvement,
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 86 7/16/2024
TECHNICAL PROPOSAL P a g e |16
SECTION E | RELEVANT PROJECT EXPERIENCE
Construction
Cost & Date
N/A
Project Tile & Contact
Pico Rivera On-Call Plan
Checking Services
Project Description Services
TKE provided on-call plan and map checking Services included development project screen services to the City of Pico Rivera. TKE provided checks, response to development community plan checking services for several small and large inquiries, accept submittals on behalf of tract developments, single family residential units agencies, determine project impacts, develop On-Going
City of Pico Rivera
Contact: Gene Edwards
Phone: (562) 801-4225
Email: [email protected] and commercial retail centers within the City.. conditions of approval, present projects to planning commissions, prepare council agenda
reports, perform plan and map checking for
grading, street, storm drain, hydrology,
hydraulics, landscaping, street lighting, traffic
signal, SWPPP, erosion control, and WQMP
plans as well as many other municipal
development related services. g.
Highland On-Call Plan
Checking Services
TKE provides on-call plan and map checking, civil Services included development project screen engineering and inspection services to the City of checks, response to development community Highland for Capital Improvement project inquiries, accept submittals on behalf of coordination, planning and implementation. TKE agencies, determine project impacts, develop is assisting the City Engineer with more than $7 conditions of approval, present projects to million in Capital Improvements Projects for the planning commissions, prepare council agenda current fiscal year. TKE simultaneously prepared reports, perform plan and map checking for numerous grant applications, performed plan grading, street, storm drain, hydrology, checking on CIP, represented the City with other hydraulics, landscaping, street lighting, traffic agencies at various meetings, represented signal, SWPPP, erosion control, and WQMP Engineering with the City’s council and other plans as well as many other municipal public meetings, managed engineering budgets development related services.
N/A
On-Going
City of Highland
Contact: Carlos Zamano
Phone:(909) 864-6861
Email:[email protected]
and project schedules, prepared and acquired
right-of-way, managed funding programs,
provided construction management and
inspection services, as well as public relations
and various related work.
Calimesa On-Call Plan
Checking Services
City of Calimesa
Contact: Will Kolbow
TKE provides on-call plan and map checking TKE provides on-call plan and map checking services to the City of Calimesa. TKE is providing services to the City of Calimesa. TKE is plan checking services for several small and large providing plan checking services for several tract developments, single family residential units small and large tract developments, single family N/A
On-Going
Phone (909) 795-9801
Email:[email protected] and commercial retail centers within the City. residential units and commercial retail centers within the City.
Hesperia On-Call Plan
Checking Services
City of Hesperia, CA
TKE provides on-call plan and map checking Services included development project screen services to the City. TKE is providing plan checks, response to development community checking services for several small and large inquiries, accept submittals on behalf of tract developments, single family residential units agencies, determine project impacts, develop and commercial retail centers within the City. In conditions of approval, present projects to addition, TKE is performing plan check on several planning commissions, prepare council agenda N/A
On-Going
Contact: Nathan Freeman
Phone: (760) 947-1000
Email:[email protected]
capital improvement projects within the City. reports, perform plan and map checking for grading, street, storm drain, hydrology,
hydraulics, landscaping, street lighting, traffic
signal, SWPPP, erosion control, and WQMP
plans as well as many other municipal
development related services.
Colton On-Call Plan
Checking Services
TKE provides on-call plan and map checking Services included development project screen services to the City. TKE is providing plan checks, response to development community checking services for the CalPortland/Colton inquiries, perform plan and map checking for Cement Plant development project, Agua Mansa grading, street, drainage, hydrology, and Road Parcel Map 19741, 1350 Reche Canyon hydraulics, as well as many other municipal Road, and 1600 East Ashley Way Parcel Map development related services. 20080, all within the City. TKE has been providing
N/A
On-Going
City of Colton
Contact: Victor Ortiz, P.E
Phone:(909) 514-4220
Email:[email protected]
plan and map checking services to the City since
2017.
Wildomar On-Call Plan
Checking Services
City of Wildomar, CA
TKE provides on-call plan and map checking Services included development project screen services to the City. TKE is providing plan checks, response to development community checking services for several small and large inquiries, determine project impacts, develop tract developments and commercial retail centers conditions of approval, perform plan and map within the City. TKE utilizes the City’s online checking for grading, street, storm drain, system (Citrix) for access and uploading of plan hydrology, hydraulics, landscaping, street N/A
On-Going
Contact: Dan York
Phone:(951) 677-7751 ext. 226
Email:[email protected]
check documents. lighting, traffic signal, SWPPP, erosion control, and WQMP plans.
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 87 7/16/2024
TECHNICAL PROPOSAL
SECTION F | REFERENCES
P a g e |17
T E C H N I C A L S P E C I F I C A T I O N S F O R
P R O P O S E D
C I T Y R O A D R I G H T O F W A Y
I M P R O V E M E N T S I N
Please see Section E of the proposal for references
for projects with public agencies. Due to the RFP
page limit constraint for additional references, the
City of Santa Ana can contact TKE for more
information.
Δ Road Structural Section components
Δ Trench backfill and restoration
Δ Storm Drain line and appurtenances
Δ Traffic Signal components
Δ Signing and Striping
SECTION G | SCOPE OF SERVICES &
SCHEDULE W O R K F L O W M E T H O D O L O G Y
Δ Review for completeness of submittals
S C O P E O F S E R V I C E S Document submittal deficiencies and advise the City as necessary
Δ
TKE’s typical projected scope of services is
presented in the following paragraphs: Δ Identify any additional reference materials required for a thorough plan check such as
related offsite improvement plans, studies or
reports
D I G I T A L A N D S T A N D A R D P L A N
C H E C K I N G S E R V I C E S
Δ Street and Storm Drain Improvements Δ Conduct site visit as necessary Δ Grading, Erosion Control and/or Drainage
Plans
Δ Construction Detour Plans
Δ Striping and Signing Plans
Δ Traffic Signal Plans
Δ Water Improvement Plans
Δ Sewer Improvement Plans
Δ Street Lighting Plans
Δ Bridge or Retaining Wall Structures Not
Under Building Permit Purview
Q U A L I T Y A S S U R A N C E / Q U A L I T Y
C O N T R O L
TKE takes pride in its reputation for thoroughness,
rapid turnaround, cost efficiency and overall quality of work, and believes that a high level of quality is
needed on all service provided by TKE. Key
components of the program include check lists, field
reviews, and discussion with Client staff. High quality services yields the following tangible results:
Δ Consistency with Other Planned Δ Ease of oversight
Δ Smoother processing
Δ Minimal delays in the bidding phase
Δ Healthy number of bidders
Δ Consistent bids
Δ Minimized construction support cost
Δ Absence of design-related change orders
Δ Reduced claims and dispute resolution costs
Improvements
Δ Final and Parcel Maps
Δ Easement Dedications
Δ Vacations Quitclaims
Δ Lot Line Adjustments
Δ Parcel Mergers
Δ Water Quality Management Plans
P L A N C H E C K S U B M I T T A L
A N D R E P O R T S
I T E M S
TKE believes that the most successful quality
assurance program is one that is applied inherently
throughout the entire process. This program requires
not only formal procedures for checking, but
encourages the conscientious effort of experienced
people to always “think quality” in every task
performed throughout the design process. This
program has become a natural element in all aspects
of TKE’s management activities, and will guide all
services provided by TKE.
Δ Road Structural Section Components
Δ Hydrology and Hydraulic Calculations and
Reports
Δ Street Layout Design
Δ WQMP’s
Δ Structure Calculations Not Under Building
Permit Purview
Δ Traffic Reports or Studies
Δ Quantity Estimates
Δ Engineer’s Cost Estimates
Δ Soils/Geological Reports
Δ Compliance With Current NPDES Permits
Effective QA/QC includes:
Δ Staff training and development
Δ Assignment of experienced staff
Δ Continuity of staffing
Δ Project-specific work plan
Δ Schedule compliance
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 88 7/16/2024
TECHNICAL PROPOSAL P a g e |18
Δ Comprehensive field review and compilation
of site data
Δ Established design procedures
Δ Established detailing standards
Δ Established checking procedures, including
independent in-house QA/QC review
Δ Dual (independent) quantity estimates
Δ Review by Constructability expert
This Quality Assurance/Quality Control program is in
place to ensure that services provided by TKE
continues to exceed the standards of our clients and
that we will deliver the process and project on
schedule and within budget.
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 89 7/16/2024
TECHNICAL PROPOSAL P a g e |19
S C H E D U L E
Below is an example of our schedule of deliverables for on-call engineering plan check projects.
First Submittal Subsequent Submittals
(14 Calendar Days) (7 Calendar Days)
Plan Check Type Personnel Hours Estimate
Conditions Of Approval 8 2
Traffic Impact Analysis (TIA)
Parcel/Tract Map
6 20
3 8
Water Quality Management Plan
Hydrology/ Hydraulics Report
Geotechnical Report
Rough Grading Plans
Street Plans
8 12
4 4
4 1
4 8
8 8
4 4
2 4
4 2
2 4
8 16
16 16
12 12
4 Precise Grading Plan
Storm Drain Plans
Water Plans
Sewer Plans
Street Light Plans
Signing And Striping Plans
Landscape Plans
8 8
Traffic Signal Plans
Retaining Wall Plans
SWPPP
4 4
8 Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 90 7/16/2024
CERTIFICATIONS P a g e |20
ATTACHMENT 3-1 | NON-COLLUSION AFFIDAVIT CERTIFICATION
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 91 7/16/2024
CERTIFICATIONS P a g e |21
ATTACHMENT 3-1 | NON-COLLUSION AFFIDAVIT CERTIFICATION (CONT.) Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 92 7/16/2024
CERTIFICATIONS P a g e |22
ATTACHMENT 3-2 | NON-LOBBYING CERTIFICATION
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 93 7/16/2024
CERTIFICATIONS P a g e |23
ATTACHMENT 3-3 | NON-DISCRIMINATION CERTIFICATION
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 94 7/16/2024
CERTIFICATIONS P a g e |24
ATTACHMENT 3-3 | NON-DISCRIMINATION CERTIFICATION (CONT) Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 95 7/16/2024
CERTIFICATIONS P a g e |25
ATTACHMENT 3-4 | FLEET COMPLIANCE CERTIFICATION
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 96 7/16/2024
CERTIFICATIONS P a g e |26
ATTACHMENT 3-4 | FLEET COMPLIANCE CERTIFICATION (CONT.) TKE Engineering exclusively utilizes standard unleaded gasoline as the fuel source for all of its vehicles in operation.
Request for Proposals for On-Call Engineering Plan Check Services City Council City of Santa Ana 15 – 97 7/16/2024
City Council 15 – 98 7/16/2024
EXHIBIT C - FEE PROPOSAL
RATE SCHEDULE
2023- 2024
HOURLY
RATE
Principal in Charge.. .......... ........... .......... .......... ........... .......... .......... ...........
Project Manager/Construction Manager/Licensed Surveyor ..... .......... ...........
Traffic Engineer (TE).......... ........... .......... .......... ........... .......... .......... ...........
Senior Engineer/Project Engineer (PE)/Senior Plan Checker ... .......... ...........
Assistant Project Manager/Associate Engineer .. ........... .......... .......... ...........
Assistant Engineer/Plan Checker/Designer ........ ........... .......... .......... ...........
AutoCAD Technician.......... ........... .......... .......... ........... .......... .......... ...........
Engineering Technician ..... ........... .......... .......... ........... .......... .......... ...........
Clerical ......... .......... ......... ........... .......... .......... ........... .......... .......... ...........
Forensic Engineering......... ........... .......... .......... ........... .......... .......... ...........
Expert Witness Testimony ........... .......... .......... ........... .......... .......... ........... $180.00
$170.00
$160.00
$160.00
$150.00
$140.00
$130.00
$100.00
$ 90.00
$275.00
$375.00
SURVEYING SERVICES
2-Man Survey Crew (Prevailing Wage) .... .......... ........... .......... .......... ........... $250.00
CONSTRUCTION SERVICES
Senior Construction Inspector (Prevailing Wage) ........... .......... .......... ...........
Construction Inspector (Prevailing Wage) .......... ........... .......... .......... ........... $130.00
$120.00
REIMBURSABLE COSTS
In-house Reproduction ...... ........... .......... .......... ........... .......... .......... ........... Cost Printing and Materials ....... ........... .......... .......... ........... .......... .......... ........... Cost + 10% Express Mail/Courier/Next Day Service .. .......... ........... .......... .......... ........... Cost + 10% Special Subconsultant Services ... .......... .......... ........... .......... .......... ........... Cost + 10% City Council Revised July 2023 15 – 99 7/16/2024
EXHIBIT 3
City Council 15 – 100 7/16/2024
City Council 15 – 101 7/16/2024
City Council 15 – 102 7/16/2024
City Council 15 – 103 7/16/2024
City Council 15 – 104 7/16/2024
City Council 15 – 105 7/16/2024
City Council 15 – 106 7/16/2024
City Council 15 – 107 7/16/2024
Nabil Saba Digitally signed by Nabil Saba Date: 2024.07.02 11:33:04 -07'00'
City Council 15 – 108 7/16/2024
City Council 15 – 109 7/16/2024
City Council 15 – 110 7/16/2024
City Council 15 – 111 7/16/2024
City Council 15 – 112 7/16/2024
City Council 15 – 113 7/16/2024
City Council 15 – 114 7/16/2024
City Council 15 – 115 7/16/2024
City Council 15 – 116 7/16/2024
City Council 15 – 117 7/16/2024
City Council 15 – 118 7/16/2024
City Council 15 – 119 7/16/2024
City Council 15 – 120 7/16/2024
City Council 15 – 121 7/16/2024
City Council 15 – 122 7/16/2024
City Council 15 – 123 7/16/2024
City Council 15 – 124 7/16/2024
City Council 15 – 125 7/16/2024
City Council 15 – 126 7/16/2024
City Council 15 – 127 7/16/2024
City Council 15 – 128 7/16/2024
City Council 15 – 129 7/16/2024
City Council 15 – 130 7/16/2024
City Council 15 – 131 7/16/2024
City Council 15 – 132 7/16/2024
City Council 15 – 133 7/16/2024
City Council 15 – 134 7/16/2024
City Council 15 – 135 7/16/2024
City Council 15 – 136 7/16/2024
City Council 15 – 137 7/16/2024
City Council 15 – 138 7/16/2024
City Council 15 – 139 7/16/2024
City Council 15 – 140 7/16/2024
City Council 15 – 141 7/16/2024
City Council 15 – 142 7/16/2024
City Council 15 – 143 7/16/2024
AGREEMENT WITH HARRIS & ASSOCIATES, INC. TO PROVIDE ON-CALL
ENGINEERING PLAN CHECK SERVICES FOR THE CITY OF SANTA ANA THIS AGREEMENT is made and entered into on this 16th day of July, 2024 by and between Harris & Associates, Inc., a California corporation (“Contractor”), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (“City”).
RECITALS
A. On March 19, 2024, the City issued Request for Proposal (“RFP”) No. 24-035, by which it sought qualified firms to provide on-call engineering plan check services for the City’s Public Works Agency.
B. Contractor submitted a responsive proposal that was among those selected by the City. Contractor represents that it is able and willing to provide the services described in the scope of work that was included in RFP 24-035.
C. In undertaking the performance of this Agreement, Contractor represents that it is knowledgeable in its field and that any services performed by Contractor under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional engineering firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
On an on-call basis, and at the City’s sole discretion, Contractor shall perform the services described in the scope of work that was included in RFP No. 24-035, which is attached as Exhibit A, and as more specifically delineated in Contractor’s proposal, which is attached as Exhibit B and incorporated in full.
2. COMPENSATION
a. City neither warrants nor guarantees any minimum or maximum compensation to Contractor under this Agreement. Contractor shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit C. Contractor is one of five (5) contractors selected to provide engineering plan check services on an on-call basis under RFP 24-035. The total annual compensation for the services provided by all such contractors selected under RFP 24-035 shall not exceed the aggregate amount of Three Hundred Thousand Dollars and Zero Cents ($300,000). The total aggregate amount to be expended by all such contractors during the full term of the Agreement, including extension periods, if any, shall not not exceed One Million Five Hundred Thousand Dollars and Zero Cents ($1,500,000). b. Payment by City shall be made within 45 days (forty-five) days following receipt of proper EXHIBIT 4
City Council 15 – 144 7/16/2024
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.
3. TERM
This Agreement shall commence on the date first written above for an initial three year term and terminate on June 30, 2027, unless terminated earlier in accordance with Section 16, below. The term of this Agreement may be extended for a single, two-year extension upon a writing executed by the City Manager and City Attorney.
4. PREVAILING WAGES
Contractor is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. If the services being performed are part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Contractor agrees to fully comply with such Prevailing Wage Laws.
Contractor shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
5. INDEPENDENT CONTRACTOR
Contractor shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Contractor performs the services which are the subject matter of this Agreement; however, the services to be provided by Contractor shall be provided in a manner consistent with all applicable standards and regulations governing such services. Contractor shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.
6. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Contractor under this Agreement (“Documents & Data”). Contractor 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. Contractor represents and warrants that Contractor has the legal right to license any and all Documents & Data. Contractor makes no such representation and warranty in regard to Documents & Data which were provided to Contractor by the City. City shall not City Council 15 – 145 7/16/2024
be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.
7. INSURANCE
Prior to undertaking performance of work under this Agreement, Contractor shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below for the entire Term of this Agreement against claims for injuries to persons or damage to property which may arise from or in connection with services, products and materials supplied to City. Total cost of such insurance shall be borne by Contractor.
a. Minimum Scope and Limit of Insurance
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence and $2,000,000 aggregate. Required policy limits can be met with primary and umbrella/excess insurance policies.
2. Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1) with a limit no less than $1,000,000 combined single limits.
3. Workers’ Compensation: as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.
4. Professional Liability Insurance: with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 aggregate.
5. Broader Coverage: if the Contractor maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
b. Other Insurance Provisions
1. Additional Insured Status: The City, its City Council, its officers, officials, employees, and volunteers are to be covered as additional insureds on the Contractor’s CGL, Professional Liability, and Automobile Liability policies, with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connectionwith such work or operations.
2. Waiver of Subrogation: Contractor hereby grants to City a waiver of any right to subrogation that any insurer of said Contractor may acquire against the City by virtue of the payment of any loss under such insurance. Contractor agrees to obtain any City Council 15 – 146 7/16/2024
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.
3. Primary Coverage: For any claims related to this contract, the Contractor’s insurance coverage shall be primary. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Contractor’s insurance and shall not contribute with it.
4. Severability of Interest: A severability of interest provision must apply for all the additional insureds, ensuring that Contractor’s insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the insurer’s limits of liability.
5. Notice of Cancellation: Each insurance policy required above shall provide that coverage shall not be canceled, voided, reduced in coverage or in limits, non-renewed by the carrier, or materially changed except after thirty (30) days prior written notice has been given to City. Ten (10) days prior written notice shall be provided to City for policy cancellation or non-renewal due to non-payment of premium.
6. Self-Insured Retentions: Self-insured retentions must be declared to and approved by the City. The City may require Contractor 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.
7. 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.
8. Claims Made Policies: If any of the required policies provide coverage on a claimsmade basis: (1) the Retroactive Date must be shown and must be before the date of the contract; (2) Insurance must be maintained and evidence of insurance must be provided for at least three years after completion of work; (3) If coverage is canceled or nonrenewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, Contractor must purchase “extended reporting” coverage for a minimum of three years after completion of work.
9. Verification of Coverage: Contractor shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage requiredby this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor’s obligation to provide them.
The City reserves the right to require complete, certified copies of all required insurance policies,including endorsements required by these specifications, at any time.
City Council 15 – 147 7/16/2024
10. Subcontractors: Contractor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors.
11. Special Risks or Circumstances: City reserves the right to modify these requirements, including limits, based on the nature of therisk, prior experience, insurer, coverage, or other special circumstances.
8. INDEMNIFICATION
Contractor 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 Contractor, 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 Contractor 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 Contractor’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 Contractor.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Contractor 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 Contractor to the City pursuant to this Agreement.
10. RECORDS
Contractor shall keep records and invoices in connection with the work to be performed under this Agreement. Contractor 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 Contractor under this Agreement. All such records and invoices shall be clearly identifiable. Contractor 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. Contractor City Council 15 – 148 7/16/2024
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 Contractor under this Agreement.
11. CONFIDENTIALITY
If Contractor receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Contractor 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 Contractor disclosed in a publicly available source; (c) is in rightful possession of the Contractor without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Contractor without reference to information disclosed by the City.
12. CONFLICT OF INTEREST CLAUSE
Contractor covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement.
13. NON-DISCRIMINATION
Contractor 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. Contractor affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.
14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and Contractor, 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 Contractor. 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 Contractor 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.
City Council 15 – 149 7/16/2024
15. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Contractor, Contractor 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 contractors retained by City.
16. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination.
In such event, Contractor shall be entitled to receive and the City shall pay Contractor compensation for all services performed by Contractor 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 Contractor 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 Contractor consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.
17. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
18. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement.
19. PROFESSIONAL LICENSES
Contractor 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. Contractor 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 City Council 15 – 150 7/16/2024
cause for termination of this Agreement.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney’s fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.
21. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons:
To City:
Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Nabil Saba
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, California 92702
Fax: 714-647-5635
To Contractor:
Craig Siefert, PE
101 Progress, Suite 250
Irvine, CA 92618
[email protected]
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 City Council 15 – 151 7/16/2024
shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written.
ATTEST: CITY OF SANTA ANA
Jennifer L. Hall Alvaro Nuñez
Clerk of the Council Acting City Manager
APPROVED AS TO FORM: HARRIS & ASSOCIATES, INC:
SONIA R. CARVALHO
City Attorney
By:
Kyle Nellesen Name:
Assistant City Attorney Title:
RECOMMENDED FOR APPROVAL:
Nabil Saba
Executive Director
Public Works Agency
Frank S. Lopez
Vice President
Nabil Saba Digitally signed by Nabil Saba
Date: 2024.07.02 11:34:21
-07'00'
City Council 15 – 152 7/16/2024
EXHIBIT A - SCOPE OF WORK
City Council 15 – 153 7/16/2024
City Council 15 – 154 7/16/2024
City Council 15 – 155 7/16/2024
CITY OF SANTA ANA
April 9, 2024
ON-CALL ENGINEERING
PLAN CHECK SERVICES
RFP NO.: 24-035
EXHIBIT B - PROPOSAL
City Council 15 – 156 7/16/2024
Cover Letter 1
1.a. Cover Letter: On-Call Engineering Plan Check Services, RFP No.: 24- 035
Dear Mr. Elias:
Harris & Associates (Harris) is ready to partner with City of Santa Ana (City) staff on the upcoming contract to provide on-call engineering plan check services.
Based on our demonstrated ability to prioritize competing deadlines, perform expedited and thorough plan check reviews, formulate efficient and effective solutions, and maintain a high level of customer service, our team is able to offer the following benefits:
A Nimble and Flexible Approach Predicated on Communication. Clear and consistent communication with all parties is the foundation of our project management approach. Our team will communicate with City staff on the status of plan checks, identify unresolved challenges, anticipate potential delays, propose solutions, and outline tasks to expedite approvals. We have found that keeping key stakeholders involved at all review stages creates a greater sense of engagement with the City’s process. With Harris’ support, applicants will find doing business with the City straightforward and uncomplicated, which promotes a strong relationship and continued partnership.
Familiar and Responsive Project Manager. Project Manager Craig Siefert, PE brings over 20 years of experience to this contract. He has led and supported hundreds of plan check projects from entitlement review through construction. Having worked with the Cities throughout Southern California, Craig understands the local processes in place and will assign key task leads to help track and maintain plan checks at the City. Craig will be able to maneuver fluidly through competing deadlines to meet the City’s shifting priorities.
Depth and Breadth of Resources. We have the ability to ramp up our resources since we have trained staff at our local offices to provide additional support when plan check submittals increase. We have developed custom checklists that we have appended to City checklists to capture nuances that are associated with specific types of development. With the assignment of plan reviews to our team, shown in our organizational chart, we can turn plan checks around quickly without impacting the consistency of comments.
Plan Checking Experience. Our staff assigned to plan check have designed the same type of facilities they are plan checking. The advantage of having this type of team is to leverage the fundamental understanding of placing infrastructure in certain locations and determining the constructability and operational practicality of the facility.
Collectively, the Harris team’s strengths and previous working relationships with similar agencies provide a core team that will deliver the responsive, quality services that you expect. We look forward to partnering with the City on this important contract.
Sincerely,
Harris & Associates, Inc.
Ehab Gerges, PE
EVP and CBDO
Authorized Representative
949.683.2011
[email protected]
Harris & Associates
101 Progress, Suite 250
Irvine, CA 92618
www.weareharris.com
April 9, 2024
Ehab Elias
City of Santa Ana
Senior Civil Engineer
Phone: 714.647.5627
Email: EElias@santaana.org
Frank S. Lopez, PE, QSD
Principal-in-Charge
Point of Contact for Proposal
831.233.9242
[email protected]
1.b. Contract
Agreement Statement:
Harris concurs with
any and all provisions
contained in the
agreement attached to
the RFP as Attachment
2 in the Appendix.
City Council 15 – 157 7/16/2024
Harris & Associates, Inc. 1.c. Firm and Team Experience 2 Profile of Firm’s Experience
Harris has served public
agencies and private clients
since 1974. We have developed
a robust program of services that
offer our clients expertise and
assistance in various realms of
engineering services, program
and construction management,
municipal and district finance,
and environmental services.
With a team of 260+ employeeowners, we have the resources to keep your projects a priority
and are personally vested in their
success. Outstanding people
join Harris and stay because we
nurture their talents and invest
in their growth. The return is a
team who is passionate about
their work, has strong internal
and external relationships, and
delivers high quality work.
Our plan checking involvement has ranged from
as-needed on-call development reviews to being an
integral part of a city’s development management
team. We pride ourselves on listening to our clients’
needs, doing the job right the first time, meeting
schedules, and minimizing the amount of time
required from City staff.
Resumes of the project team can be found in the
Appendix to this proposal.
Firm Size
260 employees
Organizational Chart
Project Manager/Principal Agent Craig Siefert,
PE will serve as the City’s single point-of-contact
for all task orders requested assigned under
this as-needed contract. Craig will secure staffing
commitments from all team members and your
projects will be monitored internally to verify that
they are moving in a positive direction. If the initial staffing plan requires revision, Craig will revisit staff commitments required to meet the project schedule
and budget.
As Project Manager/Principal Agent, Craig will:
• Establish and maintain effective communication
between the City and the Harris team.
• Be responsive and available to City staff as
designated point-of-contact.
• Manage Harris resources and exercise authority to
commit personnel to meet individual project goals
and schedules.
• Verify that technical and contractual requirements
are consistently and thoroughly met.
• Verify that quality control measures and City
standards are implemented.
Craig will be supported by a highly qualified team
of plan check engineers and support staff. As
plan checks increase, Harris has additional offsite resources to support Craig, as listed in our organizational chart. Each member of our team has
recent experience providing plan check services for
projects similar to the City’s.
1.C. FIRM AND TEAM EXPERIENCE
Trust
Experi
e
n
c
e
Kn
o
wle
d
g
e
City Council 15 – 158 7/16/2024
Harris & Associates, Inc. 1.c. Firm and Team Experience 3 City of Santa Ana
Project Team
Associate-in-Charge/Project Manager
Michael Wu, PE, QSD 🔑 (25%)
Plan Check Engineers
Cindy Hackett, PE 🔑 (50%)
Brent Chamberlain, PE, QSD, LEED AP 🔑 (50%)
Fong Tse, PE 🔑 (25%)
Senior Civil Engineer, Plan Check
Phong Nguyen, PE (25%)
Teck Loh, PE, LEED AP (10%)
Assistant Engineer II
Alyssa Kumnoonsate, PE (10%)
Assistant Engineer I
Kayla Luong, EIT (10%)
Environmental Services
Yliana Ortega 🔑 (30%)
Landscape/Irrigation Reviewer
BGB Group (BGB) 🔑 (50%)
WQMP Reviewer
Fuscoe Engineering (F) 🔑 (50%)
Geotechnical Reviewer
Leighton Group (L) 🔑 (50%)
Map Checker
KDM Meridian (KDM) 🔑 (50%)
Traffic Reviewer
KOA Corporation (KOA) 🔑 (50%)
Project Manager/
Principal Agent and Primary
Contact
Craig Siefert, PE 🔑 (25%)
Principal-in-Charge
Frank S. Lopez, PE, QSD 🔑
🔑 Key Personnel (10%)
(BGB) BGB Group, Inc.
(F) Fuscoe Engineering
(L) Leighton Group
(KDM) KDM Meridian
(KOA) KOA Corporation
Our team is also comprised of map/survey, geotechnical, environmental, traffic, and landscape/irrigation review experts who are readily available to augment our team should the need arise. With staff located in multiple local offices, we are able to pull from a large depth of resources to provide plan checking services.
We can ramp up quickly depending on the magnitude of the plan checks. Craig will utilize Harris’ QA/QC procedures to confirm accuracy of the team’s deliverables. At the inception of each task, Craig will verify that both the City and the project team fully understand the scope of services, schedule, budget, and expected work product. Frank S. Lopez, PE, QSD will serve as Principal-in-Charge. As Harris’ Engineering Business Unit Vice President, Frank brings high-level commitment to this contract and will be responsible for overseeing Harris’ project delivery, quality management, and client experience.
Each team member’s percentage of time devoted to this contract is indicated next to their name.
City Council 15 – 159 7/16/2024
Harris & Associates, Inc. 1.d. Understanding of Need/Scheduled Delivery 4
1.D. UNDERSTANDING OF NEED/SCHEDULED DELIVERY
Anticipated Approach
Harris supports our clients’ goals of stimulating local communities, continuing growth, and promoting
development. Our review services track record has
given Harris an in-depth roadmap for providing a
positive client and applicant experience.
Plan review is a balancing act between expediting
plan checks and approvals for projects, ultimately
benefiting the community while protecting the City’s
interests throughout the life of infrastructure. We keep our projects on successful paths by having key senior
staff involved at each phase, timely evaluation of
planned versus actual progress, and an emphasis on
communication with our clients. These monitoring
methods and cost-control mechanisms provide
adherence to expedited timelines and allow
flexibility for response to the needs of the City
and increased service demand.
Our office is located in Irvine, California and is
organized with multi-talented staff members and
a reputation for responsiveness. In addition to our
integrated quality control measures, the Harris team
will be available to provide: 1) Prioritization of
competing deadlines for various City projects,
while completing thorough plan checks in the
required time frame; 2) A deep pool of multidisciplined resources capable of addressing anticipated services; and 3) Clear communication
with City staff in various departments as well as
with applicants—making Harris an extension of
City staff.
Scheduling
Key to our success has been to communicate
effectively amongst the City, Harris’ lead plan
checker, and the Harris support team. It is important
to make sure the plan checks are logged in correctly
and key staff are assigned to conduct the reviews.
Our approach to meeting the City’s designated
timeframe is predicated on the synchronization and
balance of two critical factors:
Communication. Consistent communication
allows the Harris team to understand and meet your
expectations. The team will work side-by-side with
the City to understand your priorities and develop and
implement strategies to streamline our services. As
priorities shift, this communication will enable
the team to adjust resources to meet your needs.
Flexibility. The Harris team will provide the City with resources who are able to maneuver fluidly through
competing priorities and deadlines. Understanding
the City’s priorities will enable the team to adjust
resources and effectively manage our time in
order to meet your schedule.
Maintaining a Project Database
Harris will maintain a database that includes:1) Plan
check tracking log (Excel) and electronic documents;
2) Project specific folders for approved conditions
of approval/City requirements; and 3) Subdivision
ordinances and other regulations.
Improvement Plan Checklist
Our team will utilize standard checklists during
plan review to make sure City guidelines are
implemented on design submittals. These checklists
include: 1) City’s development code and guidelines;
2) Standard notes and conditions of approval; 3)
Reference drawings; 4) Standard plans/drawings
and specifications; 5) City preferences learned
through experience and discussion; and 6) Routing
list and collection of interdepartmental comments, as
appropriate.
Development Management
Documentation for management and review work,
from meeting agendas and minutes to plan review
forms and plan check log, is critical. The Harris
team will: 1) Provide experienced, responsive,
and flexible resources to address the fluctuating
workload demands; 2) Provide review of
improvement plans rooted in the understanding
of the City’s standards plans, processes, and
procedures; 3) Provide your project managers
and applicants with a summary of plan review
comments, thus eliminating schedule delays
due to new or unresolved comments during
City’s Case
Engineer assigns
plans for Harris
to review
City of Santa
Ana
Craig Siefert
coordinates with
the Plan Check
Engineer to review
the plans
Plan checks
delivered by team
to meet budget
and schedule
requirements
☑ ☑ ☑
City Council 15 – 160 7/16/2024
Harris & Associates, Inc. 1.d. Understanding of Need/Scheduled Delivery 5 subsequent submittals; and 4) Achieve alignment
with City staff early in the project to address
existing nonstandard field conditions and
associated improvements.
Electronic Plan Submittal, Plan Check, and
Document Management
With established submission requirements, workflows
will verify that documents are up-to-date, applications are complete, and appropriate date/timestamps are
shown on the plans. These benefits provide the ability
to audit what has changed on a submittal (and by
whom), provide access to appropriate personnel, and
track plan review schedules. By utilizing electronic
submittal processes, agencies have increased the
speed of plan routing to departments, freed up
space previously used for plan storage, and created
an environmentally friendly system resulting in less
paper waste and pollution from physical plan delivery.
As an extension of the City, the Harris team’s
thorough understanding of these procedures
will create a near seamless transition with your
digital plan check process.
Quality Assurance/Quality Control (QA/QC)
Our QA/QC process will be led by Principal Agent
Craig Siefert, PE. His understanding of Agency
expectations and track record of leading development
programs will facilitate developing a QC program for
our services. He will be supported by AssociateIn-Charge/Project Manager Michael Wu, PE, who will also utilize Harris’ QC procedures to confirm
accuracy of all deliverables when leading projects. At
the inception of the project, we will verify that the City and project team understand the scope of services,
schedule, budget, and expected work deliverables.
Coordination of Submittals
Our approach to developing strong relationships with
City staff is predicated on trust and a commitment to
shared learning. Lessons learned, policies, and
procedures will be discussed and implemented,
updates to applicable standards will regularly be
provided, and plan/map check redlines will be
reviewed together, as necessary.
Community Involvement
Harris celebrates opportunities to create value for
the communities in which we live and work. From
everyday efforts to improve community infrastructure
and support development efforts to diving into the
trenches of community service, we actively seek
new ways to enhance our clients’ reputations as
excellent places to live and do business. Some of
these actions include:
Local Presence. We are active participants,
committee members, and leaders in local
organizations and industry events. We maintain a
local presence and continue to learn about our
community through active participation in many
professional organizations.
Sustainable Solutions for our Clients. Harris
develops solutions that balance environmental and
social benefits, while meeting client and project
objectives. Our client’s most successful projects—
and the ones we are most proud of—are those that
make the greatest impact on people’s lives. We
pride ourselves on the impacts made within
our clients’ footprints by providing solutions
to support the development of well-planned,
balanced, and self-sustaining communities.
Environmental Stewardship. Harris has a
corporate sustainability program that implements
sustainable solutions. Practices include paperless
offices modeled after the California Green Business
Program, recycling and the use of reusable and
recycled materials, and conservation of energy and
water. We encourage carpooling, public transit, and
cycling to work by promoting Bike to Work days and
selecting offices near public transit centers.
Harris has experience with ProjectDox, Bluebeam
Studio, and Accela portals related to plan
routing, review, and tracking. Our investment in
these services also includes large touchscreen
monitors which allow handwritten comments
to be projected directly on electronic sheets,
tracking/status spreadsheets to make sure due
dates are met, and web-based sharable storage
which empowers staff by giving them the means to
conduct electronic plan reviews more efficiently
than a physical set of plans allows for, share plan
status/comments with key stakeholders, and
archive plans for future reference.
Listen to Town concerns
Complete submittal for
internal review
QC review to make sure
minimum design standards
and project goals and
intents are met
Complete QC checklists
@
Submittal sent to Town/
project stakeholders
Receive and respond to
comments from Town/
project stakeholders
Address comments from
Town/project stakeholders
(further refine design
submittals)
100% Submittal
Final design and
deliverables ready for
bidding and construction
City Council 15 – 161 7/16/2024
Harris & Associates, Inc. 1.e. Relevant Project Experience 6
1.E. RELEVANT PROJECT EXPERIENCE
As-Needed Plan Checking Services
City of Anaheim
Project Description: Services under this contract include plan review for entitlement purposes, design plan check, standards implementation, hydrology and hydraulics check, sewer capacity studies, street improvement plan check, dry utility (fiber and small cell installation) review, and grading plan check. The Harris team evaluates the feasibility of proposed site development in order to assist the City’s land acquisition evaluation and due-diligence review. Our current scope of work includes the following services:
• Evaluate telecommunications applications and identify conflicts with dry utilities.
• Review of hydrology reports and maps for drainage related challenges.
This also consists of reference sheet review for other related drainage or engineering concerns that affect the site or adjacent properties. • Review of soils investigation studies and reports for any geologic conditions that could restrict the intended use of the site. We also request sufficient information to identify existing and potential geologic hazards, and determine potential impacts. Our final summary recommends mitigation measures, suitability of site for intended storm water measures and identifies significant unmitigated geologic impacts.
• Review of hydrology studies for calculations of pre- and postdevelopment run-off and sizing calculations for on-site detention basin for water quality purposes. It is also reviewed for the purpose of determining if there is a cause to construct new and/or additional storm drain improvements.
• Each review includes the preparation of an electronic document summary report of challenges and comments which is then provided to the City after coordinating with all internal departments.
REFERENCE
Mike Eskander
Development Services
Manager
: 714.765.4414
: [email protected]
RELEVANT ELEMENTS
Plan Check
Project Management
LOCATION
Anaheim, California
YEARS
2016 - Ongoing
LAMP Plan-Check Engineering and Permit Issuance Support Services
City of Los Angeles, Bureau of Engineering
To relieve traffic and congestion at the world’s fifth busiest airport, LAWA is in the process of embarking on an extensive LAMP that will not only provide a more predictable and reliable commute to the airport, but also offer a world-class traveler experience at LAX. Major project elements include an elevated 2.25-mile Automated People Mover, two Intermodal Transportation Facilities, a Consolidated Rent-a-Car facility, and a comprehensive series of roadway improvements to alleviate traffic congestion in and around airport facilities.
Working closely with the Bureau of Engineering’s LAMP team, Harris has reviewed dozens of large roadway realignments, storm drain improvements, sewer rehabilitations, and other LAWA infrastructure for compliance with LA BOE standards, design guidelines, and manuals.
REFERENCE
Shawyue “Shay” Doong, PE
Principal Civil Engineer
: 213.887.2827
: [email protected]
RELEVANT ELEMENTS
Plan Check
Project Management
LOCATION
Los Angeles, California
YEARS
2019 - Ongoing
City Council 15 – 162 7/16/2024
Harris & Associates, Inc. 1.e. Relevant Project Experience 7 On-Call Plan Checking and Development Review Services
Eastern Municipal Water District
Harris and members of our team have completed a number of plan checking and design services for the District. Project highlights include:
Water Booster Stations and Storage Facilities. The Harris team reviewed the developer’s 90% submittal for the Cove hydropneumatic pump station that services 113 proposed residences.
Quail Valley Sewer Alternatives. A wastewater collection technologies study for the Quail Valley community located within the District service area was reviewed. The District needed the study to address groundwater pollution affecting the Canyon Lakes community downstream.
Menifee Valley Ranch, Booster Station and Water Storage Reservoir with Transmission Mains. Menifee Valley Ranch is a master planned community that includes more than 500 single-family homes. To serve the homes with drinking water, the District needed a dedicated 1.0-MG reservoir and 10,000 gpm booster station along with three miles of 24-inch transmission pipelines. The facilities were designed to fit into the contours of the natural terrain to minimize hillside disturbances.
Moreno Valley Ranch. Moreno Valley Ranch includes housing tracts located in a valley north of Perris Lake. The project included the design of precise grading and water-efficient landscaping plans for the model homes, as well as the water distribution system for the tract.
REFERENCE
Armando Arroyo
Senior Civil Engineer,
Development Services
Department
: 951.928.3777 x4480
: [email protected]
RELEVANT ELEMENTS
Plan Check
Project Management
LOCATION
Riverside County, CA
YEARS
2012 - Ongoing
On-Call Plan Checking, Map Checking, and City Surveyor’s Services
City of Ontario
For the past 14 years, the Harris team has provided the City with on-call plan/map checking services for development projects. Harris’ services include:
• Reviewing various improvement plans (storm drain, water, sewer, street lighting, traffic signals, street striping/signing), subdivision maps, and legal documents.
• Analyzing reports pertinent to development and Capital Improvement Projects (CIP), including water system analysis, sewer capacity calculations, and geotechnical studies.
• Verifying compliance with City standards, ordinances, and state regulations.
• Providing construction inspection for infrastructure facilities. • Harris conducted multiple reviews of the WQMP within a tight deadline.
• Collaborating with the City to streamline the review process, including a new procedure for comprehensive and timely plan reviews.
REFERENCE
Khoi Do
City Engineer
: 909.395.2127
: [email protected]
RELEVANT ELEMENTS
Plan Check
Project Management
LOCATION
Ontario, CA
YEARS
2010 - Ongoing
Additionally, Harris has provided similar services to the following partial list of public agencies:
• City of Lake Elsinore, Development Review and
Inspection
• City of Los Alamitos, City Engineering
• City of Temple City, City Engineering
• City of Poway, Development Review
• County of Orange, Project Management
• Coachella Valley Association of Governments,
Program Management
• City of American Canyon, City Engineering
• City of San Bruno, City Engineering
City Council 15 – 163 7/16/2024
Harris & Associates, Inc. 1.f. References 8
1.F. REFERENCES
In addition to the client reference information provided in Section 1.e.
Relevant Project Experience, please see the listing below of additional references for public agencies for which Harris has performed similar work within the past five years.
Shawyue “Shay” Doong, PE
Principal Civil Engineer
City of Los Angeles, Bureau of Engineering
: 213.887.2827
: [email protected]
Khoi Do
City Engineer
City of Ontario
: 909.395.2127
: [email protected]
Mike Eskander
Development Services Manager
City of Anaheim
: 714.765.4414
: [email protected]
Municipal Engineering
Read more about Harris’
Municipal Engineering
Services, as we keep cities
running, and growing,
smoothly! Harris works with
city engineering departments
to improve quality of life for
all citizens.
Download a QR code reader
app or click on the QR code
to view more information.
“Harris & Associates has provided effective and timely plan check services...[and] has continuously improved the delivery of those services for both internal and external customers.
Harris’ staff is always available and willing to adapt to an ever-changing environment. Their ability to bring an array of experiences to the table, which have allowed for broader solutions to complex challenges, has been of incalculable value.”
— Armando Arroyo, Principal Civil Engineer
Eastern Municipal Water District (EMWD)
City Council 15 – 164 7/16/2024
Harris & Associates, Inc. 2. Scope of Services and Schedule 9
2. SCOPE OF SERVICES AND SCHEDULE
Harris’ strength in plan check is based on a
foundation of cumulative knowledge and extensive
experience of implementing applicable Agency
standards, ordinances, and state and local laws that
are relevant to the delivery of plan check services.
Harris provides these services primarily to public
agencies and therefore has no conflict of interest.
Harris’ customer-oriented mindset contributes to
a quick plan review process and approval, as we
see ourselves as an extension to City staff.
Typical Services Provided for Public Works
Design Plan Check Services
Roadway, Driveway, Sidewalk, Curb and Gutter,
and Pedestrian Ramp Improvements Plan Check.
Improvements are checked to verify compliance with
City standards, any applicable specific/master plans,
applicable Caltrans standards and specifications,
Standard Plans for Public Works Construction, and
State American Disabilities Act (ADA) accessibility
guidelines. Plans will be reviewed in City-approved
format with all the applicable notes and details, and
constructability with sufficient horizontal and vertical controls for staking purposes. Plan check reviews
will be conducted utilizing the City’s checklist and
will be conformant to processes. Plan check redline
comments are noted on plans and supplemented with
a summary email of comments to be addressed and/
or corrected with next plan check submittal.
Hydrology and Hydraulics Check. Hydrology
reports shall address pre- and post-development
conditions. They shall include evaluation of
watershed and subarea boundaries based on
topography and drainage features, land use, soils,
drainage patterns, pre- and post-construction runoff
peak flows, volumes, and timing. Hydraulics reports
and calculation reviews will include review of the
existing and proposed drainage systems, evaluation
of model accuracy, compliance with City and County
standards, and general modeling practices.
Storm Drain Plan Check. Plans for storm drain
improvements are checked to verify consistency of
drainage facility information with the hydrology and
hydraulic data in the drainage report. The plan check
will verify materials, slopes, lengths, water surface
elevations, flow rates, debris retention volumes and
basin sizing, alignments, and construction details to
verify compliance to City standards.
Grading and Erosion Control Plan Check. Our
review of the plan includes surface improvements,
drainage improvements and Low Impact
Development (LID) elements to be constructed,
water quality Best Management Practices (BMPs),
and erosion control devices or BMPs to be installed.
Surface improvements include, but are not limited
to, paving, curb and gutters, concrete sidewalks,
and other surface improvements specific to the
development’s use. Geotechnical recommendations,
such as pavement structural section and compaction
density requirements, will be reviewed. Grading
plans are also checked for conformance to the City’s
Grading Ordinance, and that of the Specific Plan and
other entitlement requirements from the conditions
of approval.
Environmental Services
Our services will include categorical exemptions,
negative declarations, mitigated negative
declarations, and environmental impact reports in
compliance with the California Environmental Quality
Act (CEQA). In addition, we are available to provide
technical studies related to air quality, greenhouse
gas emissions, noise, biological resources, and
cultural resources.
WQMP Review. Our team will confirm compliance
with regulatory requirements and City preferences to
make sure on-site water quality features are designed
and located appropriately.
Geotechnical Report Review. Geotechnical reviews
will be conducted to verify projects have been
prepared in substantial compliance with the standard
of care expected. Our team is able to review pertinent
existing geotechnical maps and reports that pertain
to the project site. In our review, we will consider
the adequacy of the background research, field
data collection process including geologic mapping,
number and depths of exploratory borings, and
laboratory testing program. We will evaluate the data
interpretation, approach, and method in developing
Harris has assisted public agencies with managing
all aspects of the plan and map review and
development process including infrastructure
capacity analysis, improvement plan checking,
development management systems, staff
training, tentative and final map reviews,
project construction cost estimates, and permit
processing.
City Council 15 – 165 7/16/2024
Harris & Associates, Inc. 2. Scope of Services and Schedule 10 recommendations for the slope improvements.
The review will be conducted to verify substantial
compliance with the requirements of the California
Building Code (CBC), Green Book, California
Geological Survey (CGS) Note 41, Guidelines for
Reviewing Geologic Reports, and CGS Special
Publication 117.
Subdivision Map Checking. Land surveying maps
and documents prepared for public agency review
have wide implications on both land ownership and
public safety. These documents create, describe,
modify, and encumber both public and private lands,
leaving a permanent impact on public resources and
private investment. The City’s oversight role is critical because these documents need to be prepared in
accordance with State laws and City ordinances
in addition to verifying their technical correctness.
Maps and documents are checked for compliance
with the State Subdivision Map Act, Land Surveyor’s
Act, applicable City codes and ordinances, approved
tentative map, and the conditions of approval.
Landscape and Irrigation Improvement Plan
Check. Our team will provide landscape and
irrigation review for parkways, medians, and all
areas within the right-of-way. There are standards
that must be followed whether the development is
employing potable or recycled water. Using reference
documents such as zoning maps, our team will
review submittals for completeness and compliance
with appropriate landscape and irrigation standards
including codes/requirements for water-efficient
landscaping. Understanding policies to promote
conservation and efficient use, while still providing
areas for recreation and environmental enhancement,
is a service the Harris team is capable of providing.
Traffic Signal Review. Our team will verify
conformance to all applicable standards and
requirements. Gaining a full understanding of the
City’s project goals and outlook will allow our team to see pertinent details and address any deviations. In
addition to review of signal interconnects, pull/junction boxes, signage, power, and detectors, our thorough
knowledge of current State standards (Caltrans),
Highway Design Manual, Highway Capacity Manual,
and the California Manual on Uniform Traffic Control
Devices (CA MUTCD) will allow Harris to advise the
City of any and all deviations from standards.
Signing and Striping Plan Check. Review of
final and interim placement of signs and striping
are conducted to verify conformance with the
California Manual on Uniform Traffic Control
Devices (CAMUTCD), Caltrans Standard Plans,
City standards, Traffic and Transportation Design
Guidelines, and plan check checklists. Items revised
during plan check will be verified against applicable
traffic studies, standards and other active projects.
Street Light Plan Review. Our team will verify the
submitted plans are prepared in accordance with the
City’s traffic and transportation design guidelines,
City standards, and current Design Guide Checklists.
We will work to identify proper locations and types of
electrical service pedestals, particularly where street lights can be fed from traffic signal services.
Miscellaneous Reviews. Our team is capable
of reviewing potable water, recycled water,
sewer system, small cell tower, demolition,
telecommunication/dry utility facilities, CIP-related
improvements, and several other plan set designs on
behalf of the City upon request.
Schedule
We understand that timely comments are a critical
project success factor. Solutions are best found when
challenges are fresh in the designer and owners’
minds as well as the agency. We also understand that
the City’s position in conflict resolution can be highly compromised by delays.
Our flexible and responsive team of resources has
the capability to provide an expedited review in five
working days or less in response to the City’s needs
or increased demands. Harris demonstrates to
our clients our ability to meet their goals by
prioritizing competing deadlines for various City
projects, while completing thorough plan checks
in the required timeframe. The solution can be as
simple as adding resources at the City’s request,
which requires effective orchestration of Harris staff’s time, as well as communication with the City staff
to make sure the team thoroughly understands the
City’s expectations and any plans that might take
priority. This approach has been effective in meeting
our clients’ goals and deadlines providing similar
services.
Harris is committed to delivering timely services
within the set time lines of completing a first check
within 3-4 weeks and subsequent checks within 2
weeks.
City Council 15 – 166 7/16/2024
Harris & Associates, Inc. Appendix i
APPENDIX
Team Resumes
Certifications:
• Attachment 3-1: Non-Collusion Affidavit
• Attachment 3-2: Non-Lobbying Certification
• Attachment 3-3: Non-Discrimination
Certification
• Attachment 3-4: Fleet Compliance
Certification
City Council 15 – 167 7/16/2024
Harris & Associates, Inc. Appendix ii
EDUCATION
BS, Civil Engineering
REGISTRATION
Professional Civil
Engineer, CA
Craig Siefert, PE
PROJECT MANAGER/PRINCIPAL AGENT
Craig has 20 years of experience on a variety of public works projects including sewer, water, storm drain, grading, and roadway improvements. Craig has supported the cities of Ontario, Anaheim, Menifee, Tustin, Irvine, Victorville, and Huntington Beach (to name a few) with their development review programs.
Craig has prepared, analyzed, and updated City Standards, development review processes, and plan check lists for many of his clients in Southern California.
Craig has design experience with all aspects of roadway improvement and rehabilitation work, including pavement resurfacing, ADA compliance, sidewalks, curbs and gutters, and driveways replacement. He is familiar with construction manuals and methodologies used in streets, storm drain pipes and structures, wastewater structures, and reinforced concrete structures, and CADD software.
His experience working in the capacity of agency staff provides him intimate familiarity with the inner works of city government, through which he developed excellent orientation towards providing his clients outstanding customer service in serving their development constituency.
RELEVANT EXPERIENCE
• City of Anaheim, On-Call Plan Checking Staff Augmentation Services.
Project Manager. Harris has been providing plan check services for the City since 2016, which include plan review for entitlement purposes, design plan check, standards implementation, hydrology and hydraulics check, sewer capacity studies, street improvement plan check, dry utility (fiber and small cell installation) review, and grading plan check. Craig and the Harris team evaluate the feasibility of proposed site development in order to assist the City’s land acquisition evaluation and due-diligence review.
• City of Ontario, On-Call Plan Checking, Map Checking, and City Surveyor’s Services. Project Manager. Harris has been providing plan/ map check and surveyor’s services for the City since 2010 which includes review of improvement plans (street, traffic signals, and street striping/signing, water, recycled water, sewer, and storm drain), reports (hydrology and water quality management plans), subdivision maps, easement documents, corner records, tie monument sheets, and other land related legal instruments. Craig is directly involved with project organization, budget tracking, plan review, and management of sub-consultants related to map checking tasks. Working closely with City staff, he verifies turnaround timelines are met and meetings are scheduled with applicants when redline comments are left unaddressed or design coordination is necessary.
• City of Los Angeles, Bureau of Engineering, Landside Access Modernization Program. Project Manager. To relieve traffic and congestion at the world’s fifth busiest airport, Los Angeles World Airports (LAWA) (Applicant) is embarking on an extensive Landside Access Modernization Program (LAMP) that will not only provide a more predictable and reliable commute to the airport, but also offer a world class traveler experience at Los Angeles International Airport (LAX). The major elements of LAMP include an elevated,
2.25-mile Automated People Mover (APM), two Intermodal Transportation Facilities (ITF), a Consolidated Rental Car facility (ConRAC), and a comprehensive series of roadway improvements to alleviate traffic congestion in and around airport facilities. This system will also connect LAX with Metro’s proposed Airport Metro Connector (AMC) 96th Street Transit Station.
City Council 15 – 168 7/16/2024
Harris & Associates, Inc. Appendix iii
Craig Siefert, PE
Harris is working with LAWA to facilitate expedited
plan review within the context of design-build
project delivery method in accordance with the
City’s standards and permit requirements.
• Eastern Municipal Water District, On-Call Plan
Checking and Development Review Services.
Project Manager. Harris has been providing
development review services to the District since
2012. Craig and his team have completed more
than 100 projects for the District. Services include
review and critique of potable water, recycled
water, and sanitary sewer improvements plans for
conformance with the District’s design guidelines,
specifications, and administrative code. Craig and
the Harris revised the District’s as-built drawings
for added water services, per service orders. The
Harris team also met with District staff to discuss
new project submittals and plan of service and
coordinated with the developer’s engineer regarding
revisions and improvement issues to help facilitate
an efficient plan review.
• City of Menifee, Staff Augmentation & Land
Development Plan Checking. Project Manager.
Harris has been providing staff augmentation
and plan check services for land development
for the City since 2016. This includes the review
of permits and applications, small grading plan
checks, front counter duties, and dealing directly
with the public. Additional services provided include
review of residential and commercial grading plans,
street improvement plans, erosion and sediment
control plans, landscaping/ irrigation control plans,
hydrology and hydraulics calculations, water
quality management plan review, and cost estimate
verification. Craig oversees the Harris team placed
in the City’s offices to confirm proper staffing a
quality of work. In addition, Craig has provided
input and updates to the City’s staff structure, fee
collection, and plan tracking processes.
• Riverside County Flood Control and Water
Conservation District, On-Call Plan Review.
Project Manager. Since 2020, Harris has been
working with the District to review storm drain
improvement plans, hydrology, soil structures
and CEQA/NEPA requirements for development
projects throughout the County. Craig coordinates
all plan review projects with the District and
manages work quality for the Harris team and
subconsultants.
• City of Rancho Santa Margarita, On-Call Plan
Check Services. QA/QC Manager. Services
include review of grading plans, street improvement
plans, erosion and sediment control plans,
landscaping/irrigation control plans, hydrology and
hydraulics calculations, and cost estimates.
• City of Fullerton, Beckman Business Center
Entitlement Review. Project Manager. Craig
verified calculations for flows regarding the existing
drainage channel versus replacing the channel
with an underground storm drain line, coordinated
comments with the Orange County Flood Control
District regarding undersized facilities, reviewed
pre- and post-development hydrology reports and
maps for drainage related issues, and verified
adequacy of flood depth design for safety of an
historic building.
• City of Gonzales, Citywide Sewer Condition
Assessment. Project Manager. Harris provided
project management and professional engineering
services for a citywide sewer cleaning and CCTV
inspection/assessment which included condition
assessment of 270 gravity sewer manholes
and five sewer lift stations, and inspection of
approximately 10,000 LF of force main sewer pipes.
Craig and the Harris team coordinated with City
staff, reviewed subconsultant prepared condition
assessment reports, DVDs, and recommendations,
and prepared the engineer’s preliminary opinion
of probable construction costs for related repairs,
a prioritization list, and a color-coded Citywide
conditions exhibit illustrating the condition of the
City’s sewer system.
• City of Fullerton, West Coyote Hills
Infrastructure Cost Estimate Analysis. Project
Engineer. Craig confirmed the reasonableness
of the unit prices in the original estimate using
various recent bid prices, his experience, and input
from construction contractors/material suppliers
and supporting subconsultants as needed. A
reasonableness check/order of magnitude check
was performed on the quantities. Finally, a
review of the pertinent sections of the Conditions
of Improvements was performed for additional
background information, an understanding of the
improvements, and a general confirmation of the
proposed project requirements.
City Council 15 – 169 7/16/2024
Harris & Associates, Inc. Appendix iv
EDUCATION
BS, Civil Engineering
REGISTRATION
Professional Civil
Engineer, CA
CERTIFICATION
Qualified SWPPP
Developer/Practitioner
Frank S. Lopez, PE, QSD
PRINCIPAL-IN-CHARGE
As Principal-in-Charge for this contract, Frank will provide executive-level support to the Harris team. Frank will make certain that tasks remain onschedule and on-budget, and that the City’s experience with the Harris team exceeds expectations. He has a wide breadth of experience related to stormwater permitting and his participation in local and regional technical advisory groups has established valuable relationships with local and state government agencies. His experience in drainage analysis and design, and compliance with local regulations will benefit this contract. Frank has a deep and personal understanding associated with the complexity of delivering public projects, which has resulted in his sound understanding of collaborative approaches to deliver sustainable solutions.
RELEVANT EXPERIENCE
• City of Seaside, On-Call Development Review. Project Director. Harris is currently under contract to provide development review services for various development projects. This has included tentative maps, improvement plans, stormwater control plans, environmental impact reports, and SWPPPs for large subdivisions, auto dealerships, and commercial developments. Frank oversees the current contract with the City and manages resources for Harris, as well as making certain the project stays within budget and on schedule. Frank has been responsible for managing development review tasks and providing specialty stormwater reviews. Currently, Frank is managing the review of the Seaside Campus Town Center Development that includes mixed residential and commercial development.
• City of Morgan Hill, On-Call Engineering Review & Technical Support Services and Plan Checking & NPDES Support. Project Manager. Harris is providing land development plan checking, review of subdivision improvement plans and NPDES stormwater development compliance on an as-needed basis. Frank oversees the current contract with the City and manages resources for Harris. He provides quality control review of all plan checks and provides guidance to the City regarding stormwater compliance. • City of Salinas, Plan Checking, Project Manager. For over 12 years, Harris has provided development review services, including dozens of tentative and final tract maps, site plans, grading and infrastructure improvement plans, stormwater quality/NPDES compliance, and assisting with writing COA. The services have been provided as staff augmentation at City offices and remotely at our local office, and includes serving as the city surveyor, signing final map mylars. As project manager, Frank make sure tasks remain on schedule and within budget.
• City of Soledad, On-Call Stormwater Program and Development Review Services. Project Manager/Lead Design Engineer. As a result of Frank’s involvement in the Central Coast Joint Effort Review Team and SLO County Technical Advisory Committee, he secured a two-year contract with the City of Soledad. He developed a Guidance Document and Boundary Map for submittal to the Central Coast Regional Water Quality Control Board and assisted the City with developing their Stormwater Program in order to comply with the statewide Phase II Municipal Permit. Frank also provided development review to assist the City with implementing the newly adopted Central Coast Post Construction Requirements.
City Council 15 – 170 7/16/2024
Harris & Associates, Inc. Appendix v
Michael Wu, PE, QSD
ASSOCIATE IN CHARGE/PROJECT MANAGER
Michael has nearly 20 years of experience in designing, managing, and delivering civil land development projects in both private and public sectors throughout Los Angeles County, San Bernardino County, and Orange County.
Michael’s civil engineering expertise spans all aspects of improvement including rough and precise grading, drainage design, ADA path of travel, roadway design, utility design, low impact development, storm drain retrofit, storm water pollution prevention, and overall project QA/QC. Before joining Harris, Michael also provided client relationship management, departmental management, human resourcing, and business development services. Michael’s experience allows him to bridge the gap between the public and private sectors. With his design expertise, along with his familiarity with the inner works of city government, he has developed an emphasis toward providing exceptional experiences for his clients.
RELEVANT EXPERIENCE
• City of Anaheim, On-Call Plan Checking Staff Augmentation Services.
Project Manager. Harris’ plan check services include plan review for entitlement purposes, design plan check, standards implementation, hydrology and hydraulics check, sewer capacity studies, street improvement plan check, dry utility (fiber and small cell installation) review, and grading plan check.
Beginning in 2022, Michael took over as project manager and has been leading the Harris team in evaluating the feasibility of proposed site developments in order to assist in the City’s land acquisition evaluation and due diligence review. Michael’s ability to nurture the team, guide execution of key tasks, and manage communication brings cohesiveness to the City’s projects. • City of Los Angeles, Bureau of Engineering, Landside Access Modernization Program. Project Manager/Plan Checker. To relieve traffic and congestion at the world’s fifth busiest airport, LAWA is embarking on an extensive LAMP that will not only provide a more predictable and reliable commute to the airport, but also offer a world class traveler experience at LAX. The major elements of LAMP include an elevated, 2.25-mile APM, two ITFs, a ConRAC, and a comprehensive series of roadway improvements to alleviate traffic congestion in and around airport facilities. Working closely with the Bureau of Engineering’s LAMP team, Michael and the Harris team have reviewed dozens of large roadway realignments, storm drain improvements, sewer rehabilitations, and other LAWA infrastructure for compliance with LA BOE standards, design guidelines, and manuals. Through direct coordination with the Applicant, Harris is able to gain design insight and provide valuable feedback on submittals early in the process. This is a time-saving measure that results in well thought-out plans, keeping schedules on pace with the stakeholder’s expectations.
• City of Ontario, On-Call Plan Checking, Map Checking, and City Surveyor’s Services. Plan Check Engineer/Project Manager. Michael took over as project manager in 2022 and is directly involved with project organization, budget tracking, plan review, and management of subconsultants related to map checking tasks. Working closely with City staff, he verifies turnaround timelines are met and meetings are scheduled with applicants when redline comments are left unaddressed or design coordination is necessary.
EDUCATION
BE, Civil Engineering
(Canada)
REGISTRATION
Professional Civil
Engineer, CA
CERTIFICATION
Qualified SWPPP
Developer/Practitioner
City Council 15 – 171 7/16/2024
Harris & Associates, Inc. Appendix vi
EDUCATION
BS, Civil Engineering
REGISTRATION
Professional Civil
Engineer, CA
Phong Nguyen, PE
SENIOR CIVIL ENGINEER, PLAN CHECK
Phong brings nearly 40 years of invaluable experience in engineering plan review within Southern California. Throughout his extensive career, he has honed his expertise in examining plans encompassing a wide array of projects, including streetscape, storm drain, sewer, water, grading, and erosion control designs.
His profound understanding of the intricacies of the typical City infrastructure and his familiarity with the processes of the clients such as City of Los Angeles and Ontario make him an invaluable asset to the project team. Phong’s wealth of knowledge and adeptness at navigating the complexities of municipal engineering will undoubtedly contribute significantly to the success and efficiency of the project.
RELEVANT EXPERIENCE
• City of Los Angeles, Bureau of Engineering, Landside Access Modernization Program. Project Engineer/Plan Checker. Phong has been working on various B-permit plan check projects for over 35 years, including Harris’ recent contract to provide the plan check support for the City’s Los Angeles World Airports (LAWA) LAMP project to provide a reliable commute to the airport and a world-class traveler experience. Major elements of this project include an elevated 2.25-mile Automated People Mover, two Intermodal Transportation Facilities, a Consolidated Rent-a-Car facility, and a comprehensive series of roadway improvements to alleviate traffic congestion in and around airport facilities. Working closely with the Bureau of Engineering’s LAMP team, Phong and the Harris has reviewed dozens of large roadway realignments, storm drain improvements, sewer rehabilitations, and other LAWA infrastructure for compliance with LA BOE standards, design guidelines, and manuals.
• City of Ontario, On-Call Plan Checking, Map Checking, and City Surveyor’s Services. Plan Check Engineer. Phong works collaboratively with City staff to provide comments in-line with project conditions of approval, Specific Plan, and Master plan as adopted by the City. His extensive development background gives him excellent insight into City standards, design constructability, and clear conveyance of his comments. Services include coordination with Applicants, review of improvement plans (street, traffic signals, and street striping/signing, water, recycled water, sewer, and storm drain); reports (WQMP & hydrology); and cost estimates. • City of Clayton, City Engineer Services. Plan Check Engineer. Harris is providing Contract City Engineer services for the City and is responsible for development review and conditioning of all development work that is proposed within the City. Phong coordination with Applicants, review of improvement plans (street, traffic signals, and street striping/signing, water, recycled water, sewer, and storm drain), reports (WQMP & hydrology), and cost estimates.
City Council 15 – 172 7/16/2024
Harris & Associates, Inc. Appendix vii
EDUCATION
BS, Civil Engineering
REGISTRATION
Professional Civil
Engineer, CA
CERTIFICATIONS
LEED Accredited
Professional
Teck Loh, PE, LEED AP
SENIOR CIVIL ENGINEER, PLAN CHECK
With nearly 30 years of experience, Teck has an extensive design and project management background in horizontal and vertical construction of residential, commercial/industrial, public works and transportation projects. Since 2017, Teck has worked on a variety of on-call plan check task orders for the City of Ontario, including projects driven by developers like REDA, Brookfield, and Prologis. Teck’s specific experience includes site development, demolition, large earthworks projects, water and sewer systems, water quality, public works infrastructures such as highway design, road work, storm and erosion protection systems, flood control channels, bridges, embankment and levees, and detention basin projects. While working on these projects, Teck has made the City’s needs a priority by acting as an extension of City staff—he makes project delays a non-issue, maintains an efficient and consistent plan checking process, and facilitates communication between City staff and project engineers.
RELEVANT EXPERIENCE
• City of Anaheim, On-Call Plan Checking Staff Augmentation Services.
Plan Check Engineer. Harris has been providing plan check services for the City since 2016, which include plan review for entitlement purposes, design plan check, standards implementation, hydrology and hydraulics check, sewer capacity studies, street improvement plan check, dry utility (fiber and small cell installation) review, and grading plan check. With Craig Siefert and the Harris team, Teck evaluates the feasibility of proposed site development in order to assist the City’s land acquisition evaluation and due-diligence review. • City of Ontario, On-Call Plan Checking, Map Checking, and City Surveyor’s Services. Plan Check Engineer. Harris has been providing plan/ map check and surveyor’s services for the City since 2010 which includes review of improvement plans (street, traffic signals, and street striping/signing, water, recycled water, sewer, and storm drain), reports (hydrology and water quality management plans), subdivision maps, easement documents, corner records, tie monument sheets, and other land related legal instruments.
Working closely with City staff, Teck supports Craig Siefert in verifying turnaround timelines are met and meetings are scheduled with applicants when redline comments are left unaddressed or design coordination is necessary. • City of Menifee, Land Development Plan Checking. Plan Check Engineer.
Teck conducts project entitlement reviews, reviews conditions of approval preparation, and provides comments within the turnaround timetable. He verifies each project addresses “big picture” General plan, zoning, land use, drainage, traffic, and public awareness concerns which are key to Development Department approval. Teck also provides plan review services for residential and commercial grading plans, street improvement plans, erosion and sediment control plans, hydrology and hydraulics calculations, WQMP reports, and cost estimates.
• California American Water, On-Call Plan Check Services. Plan Check Engineer. Services for this on-call contract included plan checks for water pipelines, hydro-boosters, and pump stations at Brookwood Estates and Hurley-Greer Elementary.
City Council 15 – 173 7/16/2024
Harris & Associates, Inc. Appendix viii
EDUCATION
BS, Civil Engineering
REGISTRATION
Professional Civil
Engineer, CA
Cindy Hackett, PE
PLAN CHECK ENGINEER
Cindy has nearly 40 years of municipal engineering experience, including capital improvements, land development, budgeting, street maintenance, storm drain systems, water lines, sewer lines, and contract administration.
She has experience in project management starting with project planning, budgeting, design with development of plans and specifications and construction administration. Cindy works effectively with public agencies, utilities, consulting engineers, developers, contractors, inspectors, railroads, and the general public.
Cindy has worked directly for municipalities for most of her career, and her experience directly aligns with the needs of public agency staff. She has successfully managed CIP projects from planning through engineering and construction.
RELEVANT EXPERIENCE
• City of Dixon, Staff Augmentation Services. Project Manager. Cindy is managing the land development projects from design through construction.
She acts as the Engineering Department liaison for development projects providing plan check, submittal review, permit coordination, and overseeing construction inspection services. Cindy is also currently updating the City’s standard drawings and specifications.
• City of Palm Springs, Project Management Staff Augmentation Services.
Contract Project Manager. Cindy assisted in delivering capital improvement projects and provided assistance to engineering staff on an as-needed basis.
She finished the bidding phase for various CIP projects that had been started, but were never completed. She checked plans, wrote specifications, met with design engineers, coordinated with different City departments, compiled bid packages, and provided staff reports for the various CIP projects. • City of Clayton, City Engineering Services (Permitting and Development).
Plan Check Engineer. Cindy is providing as-needed plan check services to assist the Engineering Department with current land development projects. • City of Ontario, Capital Improvement Section. Principal Engineer. Cindy was responsible for the day-to-day activities of the City’s Capital Improvement Section. She planned, coordinated, and oversaw the work of staff and consultants for the development, design, and construction of public works projects including grade separations, sewer, waterline, storm drain, and street improvement projects. Cindy supervised, trained, and evaluated the work of professional, sub-professional, and technical staff. In this role, she was directly responsible for budgeting and scheduling of improvement projects.
She coordinated with state, county, utilities, other agencies, and other city departments for project approval and construction, including coordination with the City’s Water Department to relocate water and sewer lines and to bundle utility and roadway improvements into the same bid packages. • California High-Speed Rail Authority, High-Speed Rail Construction Package 1 (CP-1). Design Estimator. Cindy prepared independent design and construction estimates for this $2 billion design-build project. The work was very technical and Cindy independently verified whether the contractor’s redesign claims are reasonable. She was charged to confirm the level of effort and hours claimed made sense given the complexity of the design plans.
City Council 15 – 174 7/16/2024
Harris & Associates, Inc. Appendix ix
EDUCATION
BS, Civil Engineering
REGISTRATION
Professional Civil
Engineer, CA
CERTIFICATION
Qualified SWPPP
Developer/Practitioner
LEED Accredited
Professional
Brent Chamberlain, PE, QSD, LEED AP
PLAN CHECK ENGINEER
Brent has nearly 40 years of experience providing civil engineering services to municipalities throughout California. He has been responsible for the preparation of engineering’s project conditions of approval, grading/improvement plan checks, final/parcel map checking, review/process/approval of lot line adjustments, property mergers and certificates of compliance, preparation and/ or reviews of easement documents and property acquisitions, vacation of private service easements, and public street rights-of-way, preparation of city resolutions and ordinances as needed, project management, and other development related tasks. Brent’s wide range of experience, which includes working for large and small companies performing design, design review, design management, project management, and plan checking allows him to perform a complete and thorough effort on all types of projects. These assets result in faster plan check reviews—saving his clients time and money.
RELEVANT EXPERIENCE
• City of Ontario, On-Call Plan Checking, Map Checking, and City Surveyor’s Services. Plan Check Engineer. Services for this on-call contract include review of Public Works improvement plans (street, fiber optic, potable water, recycled water, sewer, storm drain, landscape and associated cost estimates), and review of private development on-site grading plans (rough grading, precise grading, manure removal, WQMP, hydrology and hydraulic reports). Brent’s reviews include redlining plans and reports to verify the applicants are following City standards and accepted general engineering standards. Designs are analyzed to confirm the best approach has been utilized and to make recommendations if better options are feasible. This allows the projects to be constructed with a minimal number of revisions to the plans once construction gets underway.
• Eastern Municipal Water District, On-Call Development Review Services.
Plan Check Engineer. Services for this project included review and critique of potable water, recycled water, and sanitary sewer improvement plans for conformance with the District’s design guidelines, specifications, and administrative code. Our team revised the District’s as-built drawings for added water services, per service orders. The Harris team also met with District staff to discuss new project submittals and plan of service and coordinated with the developer’s engineer regarding revisions and improvement issues to help facilitate an efficient plan review.
• City of Menifee, Plan Checking Land Development Services. Project Manager. The scope of work included the review of grading plans, street improvement plans, landscaping/irrigation control plans, erosion and sediment control plans, coordination with City staff and subconsultants, in-house plan review services, hydrology and hydraulics calculations, and cost estimates.
Brent provided general plan check services for land development and capital improvement projects to ensure their adherence to the Departments of Public Works/Engineering standards and design policies, conditions of approval for all development projects.
• California American Water, On-Call Plan Check Services. Plan Check Engineer. Services for this on-call contract included plan checks for water pipelines, hydro-boosters, and pump stations at Brookwood Estates and Hurley-Greer Elementary.
City Council 15 – 175 7/16/2024
Harris & Associates, Inc. Appendix x
EDUCATION
BS, Civil Engineering
REGISTRATION
Professional Civil
Engineer, CA
Fong Tse, PE
PLAN CHECK ENGINEER
Fong has nearly 40 years of experience providing engineering services to multiple local agencies with development plan checks, roadway designs, PS&Es, and field reviews. Some of his responsibilities have included reviewing RFIs, processing change orders, resolving redline comments, and coordination with key project stakeholders. In addition, he has overseen a $20 million annual facilities CIP budget and been directly involved with the quality control/ assurance of city staff and consultant deliverables.
RELEVANT EXPERIENCE
• City of Anaheim, On-Call Plan Checking Staff Augmentation Services.
Plan Check Engineer. Harris has been providing plan check services for the City since 2016, which include plan review for entitlement purposes, design plan check, standards implementation, hydrology and hydraulics check, sewer capacity studies, street improvement plan check, dry utility (fiber and small cell installation) review, and grading plan check. With Craig Siefert and the Harris team, Fong evaluates the feasibility of proposed site development in order to assist the City’s land acquisition evaluation and due-diligence review. • City of Ontario, On-Call Plan Checking, Map Checking, and City Surveyor’s Services. Plan Check Engineer. Harris has been providing plan/ map check and surveyor’s services for the City since 2010 which includes review of improvement plans (street, traffic signals, and street striping/signing, water, recycled water, sewer, and storm drain), reports (hydrology and water quality management plans), subdivision maps, easement documents, corner records, tie monument sheets, and other land related legal instruments.
Working closely with City staff, Fong supports Craig Siefert in verifying turnaround timelines are met and meetings are scheduled with applicants when redline comments are left unaddressed or design coordination is necessary • City of Newport Beach, Various Development and Plan Check Projects. Senior Civil Engineer. Fong’s role encompassed a wide range of responsibilities, including plan checking private developments, coordinating project conditions, resolving corrections, conducting field compliance verifications, and reviewing all staff work. Additionally, he oversaw employee evaluations and participated in meetings with the City Building Department to verify checklist items aligned with field conditions. Fong handled approximately 1,600 residential and commercial construction projects annually, reviewing various aspects of development including grading, landscaping, utilities, permits, and environmental reports. His meticulous reviews confirmed compliance with city codes, master plans, and industry standards. • City of Newport Beach, CIP Construction Plans. Public Works Specialist (Senior Technician/Lead). Fong’s responsibilities included preparing roadway, water, storm drain, sewer, and other CIP construction plans for in-housedesigned projects. He reviewed the work performed by other drafting technicians. He also responded to public requests at the public counter and over the phone, as well as trained all engineering technicians on the use of MountainTop CAD software.
City Council 15 – 176 7/16/2024
Harris & Associates, Inc. Appendix xi
EDUCATION
BS, Civil Engineering
REGISTRATION
Professional Civil
Engineer, CA
CERTIFICATIONS
Adult First Aid/CPR/AED
Alyssa Kumnoonsate, PE
ASSISTANT ENGINEER II
Alyssa brings eight years of civil engineering expertise, with a strong focus on plan checking. Her experience includes contributing to PS&E preparation for public works projects such as roadway, storm drain, and sewer improvements.
Additionally, she has proficiency in creating temporary traffic control plans and conducting hydrologic modeling. Alyssa is well-versed in local city and county design standards and proficient in AutoCAD, Civil 3D, and Rational Method Hydrology.
RELEVANT EXPERIENCE
• City of Anaheim, On-Call Plan Checking Services. Plan Check Engineer.
Services under this contract include plan review for entitlement purposes, design plan check, standards implementation, hydrology and hydraulics check, sewer capacity studies, street improvement plan check, dry utility (fiber and small cell installation) review, and grading plan check. The Harris team evaluates the feasibility of proposed site development in order to assist the City’s land acquisition evaluation and due-diligence review. Alyssa’s responsibilities include serving as the case engineer for utility and development plans, performing reviews, and preparing plan check comments. In the last five years, the City has continued to rely on Harris’ consulting services in-house and to help develop processes for dry utility and development reviews. • City of Anaheim, West Street and Broadway Alley Sanitary Sewer Improvements. Project Engineer. Alyssa prepared the Preliminary Design Report (PDR) for the project. When it was determined that a simple upsizing of the sewers in West Street and Broadway Alley would not result in self-cleaning velocities, Harris pivoted to new alternatives to maximize outcomes and deliver high-quality results for the City.
• City of West Hollywood, Beverly Boulevard and Robertson Boulevard Complete Street Project. Project Engineer. The project includes construction of widened sidewalks, sidewalk bulb-out curb extensions with directional access ramps at crosswalks, bike lanes, roadway paving, median islands, intersection improvements, street tree planting, parkway planting using drought tolerant groundcover, street lighting, and pedestrian level street lighting. The project also includes reconfiguring the curb face to accommodate a new development project and a gathering space. Street furniture and wayfinding signage will be installed with this project. Alyssa supported the design team on the design of curb ramps, storm drain relocations, utility disposition plans, and street rehabilitation plans.
• City of Torrance, Pacific Coast Highway at Hawthorne Boulevard Intersection Improvements. Project Engineer. The purpose of this project was to enhance the intersection of Pacific Coast Highway and Hawthorne Boulevard. The project widened and upgraded the intersection through acquisition of right-of way, construction of dedicated right- and left-hand turn pockets, re-striping, traffic signal modifications, and utility relocation, roadway, drainage, traffic, and utility design. The scope also included obtaining a Caltrans encroachment permit, coordinating right-of-way acquisitions (full and partial takes), completing landscape irrigation improvements, and installing retaining walls. Alyssa supported the design team on the design of curb ramps, storm drain relocations, street reconstruction plans, and Caltrans PEER encroachment permit.
City Council 15 – 177 7/16/2024
Harris & Associates, Inc. Appendix xii
EDUCATION
BS, Civil Engineering
REGISTRATION
Engineer-in-Training
Kayla Luong, EIT
ASSISTANT ENGINEER I
Kayla graduated from the University of California, Irvine with her BS in Civil Engineering in June 2022. In her studies she specialized in traffic and transportation where she worked on roadway and land development projects.
She interned with the City of Anaheim for one year before transitioning to consulting and is experienced with plan checking for public and private land development projects, ensuring that plans are in compliance with City standards.
Projects she has worked on include grading, street improvements, buildings, and utility plans. She currently supports the City of Anaheim on Dry Utility Plan Check and Development Plan Check tasks.
RELEVANT EXPERIENCE
• City of Anaheim, Dry Utility Plan Checking Services. Technical Support.
Services under this contract include plan review for street improvement plans and dry utility (fiber and small cell installation) review. The Harris team evaluates the feasibility of proposed site development in order to assist the City’s land acquisition evaluation and due-diligence review. Kayla is responsible for reviewing dry utility plan checklist items and site conditions for compliance with City safety and engineering standards. She also assists with coordinating with clients to complete each assignment in a timely matter. • City of Anaheim, Development Plan Check. Technical Support. Services under this contract include plan review for entitlement purposes, design plan check, standards implementation, hydrology and hydraulics check, sewer capacity studies, street improvement plan check, and grading plan check. The Harris team evaluates the feasibility of proposed site development in order to assist the City’s land acquisition evaluation and due-diligence review. Kayla is responsible for assisting with the review of land development plans and site conditions for compliance with City safety and engineering standards. The projects vary from a $10,000 accessory dwelling unit to a $3 billion mixed-use community, all of which provide cost-effective living and entertainment to the residents of Anaheim.
City Council 15 – 178 7/16/2024
Harris & Associates, Inc. Appendix xiii
EDUCATION
BS, City & Regional
Planning
Yliana Ortega
ENVIRONMENTAL REVIEWER
Yliana works to assist cities and counties with planning for their future through preparation of technically sound and legally defensible analyses and environmental impact assessment documentation, including technical writing, analysis, review, and quality control in compliance with both CEQA and NEPA, including the latest changes to CEQA Guidelines and legislation. She been growing her career in environmental document preparation for the last four years, with her project work focusing on Southern California agencies.
RELEVANT EXPERIENCE
• City of Gardena, Gardena Industrial Center Project. Assistant Project Manager. As part of this project, Yliana prepared environmental documentation in the form of an Initial Study Mitigated Negative Declaration (IS/MND) for the project which consists of the demolition of all existing on-site buildings, totaling 296,630 square feet of building space, parking lots, and associated improvements and the construction of a 190,860 square foot tilt-up concrete industrial building. Yliana attended the City Council meeting for the project, as the project was approved.
• San Diego County Department of Parks & Recreation, Calavo Park.
Environmental Analyst. Harris assisted with the completion of the topical sections for the project. The project involved the development of a community park on an 8.8-acre, County-owned property in the unincorporated community of Spring Valley in the County. Harris was tasked with preparing the CEQA documentation in the form of an IS/MND for the proposed project. Yliana coordinated with the team to assist in the completion of topical sections for the EIR.
• Orangethorpe Investment Partners, LLC, Placentia Mixed-Use Project CEQA Documentation Addendum. Assistant Project Manager. Harris is completing the CEQA documentation for the Placentia Mixed-Use Project in the City of Placentia. The proposed project occurs at the corner of Placentia Avenue and Orangethorpe Avenue. The project applicant proposes to develop and operate up to 260 multi-family residential dwelling units and up to 3,000 square feet of commercial retail use. This project would include a parking structure at the northeast corner of the project site, a five-story residential building with amenities including a mail and parcel room, leasing office, fitness area, club room, co-working space, and a central pool courtyard. Yliana worked with the City, the applicant, and legal team to determine the appropriate CEQA documentation for the project.
• Urban Pacific Development Group, LLC, 12300 Tilbury Townhomes Project. Assistant Project Manager. This project proposed to redevelop the .57-acre site with 13 multifamily housing (mid-rise) dwelling units within two buildings. The maximum lot coverage would be 10,605 square feet (42%) of the 25,182 square foot lot area that makes up the project site. The buildings would be three stories at a height of 33 feet and 8 inches. Yliana prepared an MND for processing through the City of Hawaiian Gardens.
City Council 15 – 179 7/16/2024
Harris & Associates, Inc. Appendix xiv
EDUCATION
BS, Landscape
Architecture
REGISTRATION
Registered Landscape
Architect, CA
Registered Landscape
Architect, NV
CERTIFICATIONS
Certified Landscape
Irrigation Auditor
AFFILIATIONS
American Society of
Landscape Architects,
Member
Irrigation Association,
Member
Arthur Guy, ASLA, CLIA | BGB Group, Inc.
LANDSCAPE IRRIGATION REVIEWER
Arthur has over 40 years of landscape architecture and irrigation design experience, with 25 years as Principal with BGB. Among multiple duties, Arthur directs a comprehensive approach to irrigation design for the firm and serves as the technical liaison pertaining to water management issues which arise during the planning, design, and implementation phases of projects. Arthur’s knowledge of horticulture extends from high desert to tropical bioregions, enabling him to effectively design planting and irrigation systems appropriate to individual environmental requirements. Additionally, Arthur provides landscape and irrigation plan check services relating to the City of Rancho Santa Margarita’s Water Conservation Landscape Ordinance.
RELEVANT EXPERIENCE
• City of San Clemente, Railroad Corridor Pedestrian Beach Trail. Principal.
BGB was the prime consultant for this $15 million multi-phase oceanfront project. The 2.5-mile trail is located at the base of the oceanfront bluffs that run the entire length of the city. Features included bridges, handicap accessible ramps, beach access facilities, native landscaping, signage, public art and pedestrian accent areas.
• City of Irvine, University Drive. Principal. As a subconsultant to Harris & Associates, BGB provided preliminary design and construction documents for the one mile reach adjacent to UCI Campus. Landscape and irrigation scope included conversion to reclaimed water. Additionally, photo-simulations were provided to convey interface between the landscape/bike trail and vehicular travel lane. The $1 million (landscape scope) Project was completed in 2020. • City of Redondo Beach, Esplanade Streetscape. Project Landscape Architect. BGB provided landscape and hardscape design for the bluff top renovation project, focusing on view preservation, increasing pedestrian and bicycle safety while providing timeless design continuity of design elements.
The project completed in Spring 2011 and received an APWA award in 2012. • City of Newport Beach, West Pacific Coast Highway Streetscape. Project Landscape and Irrigation Architect. As an on-call consultant for the city, provided landscape and Irrigation design for a one-mile reach of median/ parkway renovation. The project was completed in 2020.
• City of Rancho Santa Margarita, Plano Trabuco Medians. Project Landscape Architect. BGB implemented irrigation and landscape design for a one-mile reach, retrofitting irrigation to meet current standards and renovating landscape with updated drought tolerant landscape palette. The project completed in 2022.
• City of San Clemente, N. El Camino Real Streetscape. Project Landscape Architect. BGB provided landscape and irrigation median design as a buffer for a Class I Bike Trail at the northerly gateway entry of the city from Dana Point.
This project, completed in 2015, was the last link to a contiguous bike trail through the entire city connecting with the Railroad Corridor Pedestrian Beach Trail project designed by BGB.
City Council 15 – 180 7/16/2024
Harris & Associates, Inc. Appendix xv
EDUCATION
MS, Civil Engineering
BS, Civil Engineering
REGISTRATION
Professional Civil
Engineer, CA
CERTIFICATIONS
Qualified SWPPP
Developer/Practitioner
Coastal Engineering
Certificate
Susan Williams, PE, QSD | Fuscoe Engineering
WATER QUALITY MANAGEMENT PLAN
Susan has more than 25 years of experience in the civil engineering field of water resources for land development and public works. Susan is highly proficient in all aspects of drainage design including stormwater management/ water quality as well as the preparation of hydrology/ hydraulics and WQMP reports and construction plans. Her background includes expertise in sewer and water design and report preparation. She has provided municipal stormwater and WQMP plan checking for the Cities of Anaheim, Brea, and Tustin. Her background and expertise include a wide range of private sector projects such as mixed-use developments, affordable housing, retail/commercial, master planned communities and various parks. Her notable clients include Irvine Company, Brookfield Residential, Sares-Regis Group, Alliance Residential, Lyon Living, and Costco Wholesale, as well as the Cities of Irvine, Anaheim, Brea and Newport Beach, among others. Susan is a conscientious and responsible leader who confirms design quality through key communication, teamwork, and supervision.
RELEVANT EXPERIENCE
• City of Anaheim, WQMP Plan Check Services. Supervisor Reviewer. Susan provides supervisory reviews of WQMPs. She makes sure that reviews are completed in a timely manner with a volume of approximately 10+ reviews a month. She confirms that LID and Hydromodification BMPs are reviewed for constructability, are optimally designed, and are consistent with grading plans. • City of Brea, WQMP Plan Check Services. Supervisor Reviewer. Susan serves as the primary plan check reviewer for WQMPs with challenging hydrology, hydromodification and LID BMP design. She serves as a technical resource to a team of eight WQMP plan checkers. Susan provides BMP design guidance on CIP projects to meet WQMP requirements.
• City of Tustin, WQMP Plan Check Services. Supervisor Reviewer. Susan serves as the primary plan check reviewer for WQMPs with challenging hydrology, hydromodification and LID BMP design. She serves as a technical resource to a team of eight WQMP plan checkers.
City Council 15 – 181 7/16/2024
Harris & Associates, Inc. Appendix xvi
EDUCATION
MS, Civil Engineering
BS, Civil Engineering
REGISTRATION
Professional Civil
Engineer, CA
Professional
Geotechnical Engineer,
CA
Djan Chandra, PE, GE | Leighton Group
GEOTECHNICAL REVIEWER
Djan brings over 30 years of experience in geotechnical engineering services from early planning, site investigation, laboratory testing, data analysis, and report preparation through grading and construction of various types of civil facilities, including water infrastructure, transportation, and residential/ commercial development projects. He has performed plan check review of various types of projects for many agencies to verify conformance with applicable municipal and state code requirements, including the California Building Code, Standard Specifications for Public Works Construction (the Greenbook), and Caltrans standard specifications. For over 20 years, he has been a Subject Matter Expert for the Board of Registration for Professional Engineers, Land Surveyors and Geologists in developing the State’s Geotechnical Engineer (GE) licensing examination.
RELEVANT EXPERIENCE
• City of Anaheim, On-Call Contract. Geotechnical Reviewer. Djan served as Geotechnical Reviewer for private developments throughout the city, including affordable housing projects, accessory dwelling units, office buildings, RV storage facility, warehouses, infiltration system design, and parking lot expansions.
• City of Diamond Bar, On-Call Contract. Geotechnical Reviewer. Djan served as Geotechnical Reviewer for various projects as part of an ongoing annual contract with the City.
• City of Long Beach, On-Call Contract. Geotechnical Reviewer. Djan led a team of three geotechnical firms to perform technical review of the Ocean Boulevard Erosion and Enhancement Project. He presented comments and conclusions at City Council and public meetings.
• Riverside County Flood Control and Water Conservation District, OnCall Contract. Geotechnical Reviewer. Djan served as Geotechnical Reviewer for the proposed storm drains for new residential tracts in four master-planned developments in Lake Elsinore, Jurupa Valley, Menifee, and Wildomar. • Metro Gold Line Foothill Extension Construction Authority, On-Call Contract. Geotechnical Reviewer. Djan served as Geotechnical Reviewer for the design-build of the 11.5-mile extension of the Gold Line light rail transit from Pasadena to Azusa and the ongoing 12.3-mile extension from Azusa to Montclair. He reviewed foundation reports prepared by the contractor for new bridges and widening of existing bridges along the alignment; geotechnical design reports for retaining walls, soundwalls, and stations; geotechnical investigation reports for parking structures (under a separate design-build contract); MSE wall design and plans; and specifications for earthwork, ground anchor installation, cast-in-drilled-hole (CIDH) pile installation, and mechanically-stabilized earth (MSE) wall construction. Djan coordinated with the Authority and contractors on resolution of review comments.
City Council 15 – 182 7/16/2024
Harris & Associates, Inc. Appendix xvii
EDUCATION
BS, Mechanical
Engineering
REGISTRATION
Professional Land
Surveyor, CA
CPR/AED Certified
Patrick D. Earl, PLS | KDM Meridian
MAP CHECKER
Patrick is a Professional Land Surveyor (PLS) registered in the state of California since 2010. He began his field and office surveying career in 2001. With 23 years of experience under his belt, he now fulfills the role of Survey Manager and is responsible for the daily supervision of the office staff’s data reduction and mapping processes. He also oversees topographic mapping, boundary analysis, map checking, and survey calculations for the survey department.
To complement his extensive field experience in topographic, boundary, and construction surveying, he has exceptional office surveying skills including the mapping and the production of legal descriptions and exhibits for the wide variety of documents associated with real property. Patrick’s two decades of experience and comprehensive understanding of the land survey discipline will help to make sure that the District’s relevant projects have a solid foundation of reliable and accurate data on which to develop.
RELEVANT EXPERIENCE
• City of Fullerton, On-Call Map Checking Services. Survey Manager. KDM provides regular document checking services as well as field surveys for the City. KDM began their long-term relationship with the City of Fullerton more than 15 years ago. They continue today to check and sign all subdivision maps in Fullerton as the City Surveyor. In addition, both Ms. Yelena Voronel and Ms. Linda Mansfield of the City’s Engineering Department and Real Estate Division frequently called upon our expertise to assist them when faced with SMA questions, difficult subdivision mapping procedures and boundary issues.
Patrick, in his role as head of the Survey Department, oversees the map and document checking activities at KDM, supervising project managers, providing final reviews, and confirming that appropriate assets and resources are allocated to requests.
• Harris & Associates (for City of Ontario), On-Call Map Checking Services.
Survey Manager. Since our map checking contract began in 2016, KDM has performed map checking for over 80 subdivision maps in the City of Ontario ranging from single lot Parcel Maps to 400 lot Tract Maps. Each map has its own unique challenges demanding thorough communication between KDM, City staff, submitting surveyor, owner, and title company, in order to get the map to a state that is satisfactory for all involved. KDM has been a key partner in updating the City’s subdivision map processes, standard certificates, and monument standards. Patrick, in his role as head of the Survey Department, oversees the map and document checking activities at KDM, supervising project managers, providing final reviews, and confirming that appropriate assets and resources are allocated to requests.
• City of Oceanside, On-Call Map Checking Services. Survey Manager.
Having been an on-call land surveyor to the City of Oceanside for some years, in 2023, KDM took over Map Checking Services for the City of Oceanside as well. Via a detailed onboarding process, which consisted of meetings with City personnel, routine consultation, and process fine-tuning, KDM has successfully taken over document and map checking services for the City. Prior to this time, the City had been doing map and document checking “in-house”; KDM is now the sole provider of map checking services for the City. Patrick, in his role as head of the Survey Department, oversees the map and document checking activities at KDM, supervising project managers, providing final reviews, and confirming that appropriate assets and resources are allocated to requests.
City Council 15 – 183 7/16/2024
Harris & Associates, Inc. Appendix xviii
EDUCATION
BS, Civil Engineering
REGISTRATION
Professional Civil
Engineer, CA
CERTIFICATIONS
Doppler Radar Speed
Survey Certified
AFFILIATIONS
Member, Institute
of Transportation
Engineers
Former President,
Institute of
Transportation
Engineers - San Diego
Section
Former Chair,
SANDAG’s SANTEC
Ali Shahzad, PE | KOA Corporation
TRAFFIC PLAN CHECKER
Ali Shahzad brings 27 years of experience with a strong working knowledge of traffic and civil engineering. His experience consists of project management and oversight from the concept to the design stage and through construction.
His experience specifically includes engineering and traffic signal plan design, engineering and traffic surveys, traffic signal warrants, roadway striping and signage, safety studies, traffic control investigations, traffic calming, signal timing and coordination, signal interconnect, traffic control plan design, and traffic impact studies. Ali is dedicated to utilizing his experience to find creative solutions while completing projects in a timely and cost-effective manner.
RELEVANT EXPERIENCE
• City of Vista, Townsite Complete Street Improvements. Senior Engineer.
KOA is providing Complete Street Improvements for the City of Vista. Project locations are: 1) North Drive between Swallow Drive and W. Los Angeles Drive; 2) W. Los Angeles Drive between North Drive and N. Santa Fe Avenue; 3) Townsite Drive between N. Santa Fe Avenue and E. Vista Way; and 4) N.
Santa Fe Avenue between Bobier Drive and California Avenue. The design includes sidewalks, ADA ramps, traffic circles (roundabouts), curb extensions, on-street parking spaces, bus stops, intersection lightings, stormwater facilities, bike lanes, green bike lane extensions through intersections, sharrow and high visibility crosswalks, transit shelters, intersection lightings, traffic signal modifications, and mid-block pedestrian traffic signals. This project has been funded with State and Federal funds from a Caltrans Active Transportation Program (ATP) grant, as well as local match funding. The environmental and design phases of the project are using State funds. However, the construction phase will be using Federal funds, and the project is required to follow the Caltrans Local Assistance Program requirements for federally funded projects.
Ali oversees QA/QC design plans and coordinates with city staff. • City of Big Bear Lake, Moonridge Road Corridor Improvements Project.
Senior Engineer. The Moonridge Corridor Improvement is the largest public works project and stands as the most ambitious infrastructure venture in the City of Big Bear Lake’s history. It revolutionized the Moonridge Road corridor as a complete street, serving motorists, bicyclists, and pedestrians, featuring a dog bone-shaped roundabout at one end and an oval one at the other. The dog bone roundabout is California’s first of its kind. The project received the ACEC California Merit Engineering Excellence Award & the APWA B.E.S.T Award in 2024.
• Town of Apple Valley, 2022 & 2023 Engineering and Traffic Surveys.
Project Manager. KOA provided the Town with two Engineering and Traffic Speed Surveys (E&TS). The 2022 report presented the results and recommendations of an engineering and traffic survey for 16 roadway segments in the Town. A second report for 2023 provided an E&TS for an additional 48 segments. Both surveys were conducted in accordance with the California Vehicle Code (CVC) Section 627 and the CA MUTCD. The surveys were completed to be the basis for the establishment, revision, and enforcement of speed limits for several roadways. The services were requested so that posted speed limits could be updated or established to enable the Police Department and/or other law enforcement to use radar for speed enforcement. Ali oversaw the completion of two ETS reports totaling 70 segments. He coordinated data collection and speed recommendations.
City Council 15 – 184 7/16/2024
Harris & Associates, Inc. Appendix xix
Attachment 3-1: Non-Collusion Affidavit
City Council 15 – 185 7/16/2024
Harris & Associates, Inc. Appendix xx City Council 15 – 186 7/16/2024 Harris & Associates, Inc. Appendix xxi
Attachment 3-2: Non-Lobbying Certification
Harris & Associates, Inc.
Frank S. Lopez, PE, QSD
Principal-in-Charge
March 26, 2024
City Council 15 – 187 7/16/2024
Harris & Associates, Inc. Appendix xxii
Attachment 3-3: Non-Discrimination Certification
City Council 15 – 188 7/16/2024
Harris & Associates, Inc. Appendix xxiii
Harris & Associates, Inc.
Frank S. Lopez, PE, QSD, Principal-in-Charge
March 26, 2024
City Council 15 – 189 7/16/2024
Harris & Associates, Inc. Appendix xxiv
Attachment 3-4: Fleet Compliance Certification
Harris & Associates, Inc.
Frank S. Lopez, PE, QSD
Principal-in-Charge
March 26, 2024
X
Attachment 3-4 applies to
the Regulation for In-Use
Off-Road Diesel-Fueled
Fleets. Harris does not have
any vehicles that fall under
the defined vehicles in the
regulation.
City Council 15 – 190 7/16/2024
CITY OF SANTA ANA
April 9, 2024
FEE PROPOSAL: ONCALL ENGINEERING PLAN
CHECK SERVICES
RFP NO.: 24-035
EXHIBIT C - FEE PROPOSAL
City Council 15 – 191 7/16/2024
City Council 15 – 192 7/16/2024
Harris & Associates, Inc. i
Title Billing Rate
Street Improvement Plan $195
Grading Plan $195
Water Quality Management Plan $229
Geotechnical Report $310
Land Surveying Documents $180
Legal Description of Dedication $180
Landscape Irrigation Plans $180
Environmental Documents $175
Transportation/Traffic Studies $300
Signing and Striping Plans $300
Traffic Signal Plans $300
Street Lighting Plans $300
Miscellaneous Plan Check $215
Note:
1. Rates are subject to a 4% escalation each year of Contract on January 1st
2. Sub-Consultant fees are subject to a 10% mark-up by Prime Consultant (Harris & Associates) April 9, 2024
City Council 15 – 193 7/16/2024
Harris & Associates, Inc. ii
Title 2024 Hourly Rate
Principal–in-Charge/Vice President $315
Principal-in-Charge/Senior Director $300
Project Manager $235
Senior Civil Engineer $215
Plan Check Engineer $195
Assistant Engineer II $175
Assistant Engineer I $150
Environmental Reviewer $175
Technical Support $125
Administrative $110
Billing Rates Breakdown
Notes: Rates are subject to adjustment due to promotions during the effective period of this schedule and will be escalated 5% on January 1st each year. Unless otherwise indicated in the cost proposal, hourly rates include most direct costs such as travel, equipment, computers, communications and reproduction (except large plan sets).
City Council 15 – 194 7/16/2024
Harris & Associates, Inc. iii
CITY OF SANTA ANA RFP 24-035 HOURLY SERVICES SCHEDULE
Principal: $180.00/hr.
Sr. Project Manager: $140.00/hr.
Landscape Architect: $140.00/hr.
Senior Landscape Designer: $120.00/hr.
Associate Landscape Designer: $100.00/hr.
Office Staff $ 75.00/hr.
• The City would normally not be billed overtime rates for BGB staff time during normal business hours.
• Weekend / Emergency rates outside of normal business hours would be billed at 1.5 times the standard billing rate.
• Reproduction and other approved reimbursable expenses will be billed at cost plus 10% overhead.
• No mileage reimbursement is requested as a part of this proposal. • The current rates will be valid until January 24, 2027.
City Council 15 – 195 7/16/2024
Harris & Associates, Inc. iv
2023-2024 RATE SCHEDULE
CLASSIFICATION HOURLY RATE
President / Vice President / Principal / Sr. Project Manager / Dir. Of Geospatial / Certified Photogrammetrist
$260
Project Manager / Technical Manager / Sr. Land Surveyor $229 Assoc. Project Manager / Sr. Engineer / Sr. Designer / Sr. Stormwater Engineer/ Specialist
$208
AT/Cloud Registration Specialist / Land Surveyor / Engineer II / Designer II $190 Engineer I / Designer I / Project Scientist / GIS Analyst $184 Sr. Survey Analyst / Sr. Mapping Analyst $175
GIS Coordinator / Data Scientist $165
Assoc. Engineer / Stormwater Engineer / Stormwater Tech. / Plan Processor $152 Geospatial Specialist / Survey Analyst / Mapping Analyst $150 Stormwater Inspector $130
3D Artist / Survey Technician $125
Image Technician $110
Information Coordinator $105
1-Man Survey Crew $217
2-Man Survey Crew $340
3-Man Survey Crew $433
1. Reproduction and other reimbursable expenses (such as overnight deliveries, mileage, permits, and licenses, etc.) and Client approved subcontractor services will be billed in addition to the above rates with a 10% handling surcharge.
2. This rate schedule is subject to change on an annual basis due to the granting of wage increases and/or other employer benefits to field or office employees during the lifetime of this agreement and Client approved change orders.
3. Overtime is available for critical deadlines at 1-1/2 times the normal rates for office employees.
Surveyors’ rates are also adjusted automatically for overtime or holiday/weekend work in agreement with the Operating Engineers Union.
Client Initials __________
Effective through August 31, 2024
City Council 15 – 196 7/16/2024
Harris & Associates, Inc. v
Fee 2024 www.leightongroup.com Page 1 of 4
2024 PROFESSIONAL FEE SCHEDULE
GEOTECHNICAL LABORATORY TESTING
LABOR RATES
METHOD $/TEST
CLASSIFICATION & INDEX PROPERTIES
Photograph of sample ....................................................................................15 Moisture content (ASTM D2216)........................................................................25 Moisture & density (ASTM D2937) ring samples................................................37 Moisture & density (ASTM D2937) Shelby tube or cutting .................................45 Atterberg limits 3 points (ASTM D4318):..........................................................160 - Single point, non-plastic............................................................................90 - Atterberg limits (organic ASTM D2487 / D4318).............................................195 - Visual classification as non-plastic (ASTM D2488).......................................15 Particle size: ....................................................................................................... - Sieve only 1½ inch to #200 (AASHTO T27/ASTM C136/ASTM D6913/CTM 202)...155 - Large sieve 6 inch to #200 (AASHTO T27/ASTM C136/ASTM D6913/CTM 202)...195 - Hydrometer only (ASTM D7928) ................................................................120 - Sieve + hydrometer ≤3 inch sieve, (ASTM D7928) ....................................200 - Percent passing #200 sieve, wash only (ASTM D1140)...............................75 Specific gravity and absorption of fine aggregate
(AASHTO T84/ASTM C128/ASTM D854/CTM 207)..............................................140 Specific gravity and absorption of coarse aggregate
(AASHTO T85/ASTM C127/CTM 206)............................................................... 110 - Total porosity - on Shelby tube sample (calculated) ...............................180 - Total porosity - on other sample (calculated)..........................................165 Shrinkage limits wax method (ASTM D4943)...................................................135 Pinhole dispersion (ASTM D4647) ...................................................................225 Dispersive characteristics (double hydrometer ASTM D4221) ..............................215 As-received moisture & density (chunk/carved samples)...............................65 Sand Equivalent (AASHTO T176/ASTM D2419/CTM 217) .................................... 115
SHEAR STRENGTH
Pocket penetrometer ......................................................................................20 Direct shear (ASTM D3080, mod., 3 points):
Consolidated undrained - 0.05 inch/min (CU) ..............................................320 Consolidated drained - <0.05 inch/min (CD) ................................................385 Residual shear EM 1110-2-1906-IXA (price per each additional pass after shear)....55 Remolding or hand trimming of specimens (3 points) ....................................95 Oriented or block hand trimming (per hour)....................................................70 Single point shear......................................................................................... 115 Torsional shear (ASTM D6467 / ASTM D7608)....................................................880 METHOD $/TEST
COMPACTION & PAVEMENT SUBGRADE TESTS
Standard Proctor compaction, 4 points (ASTM D698)
- 4 inch diameter mold (Methods A & B) ...................................................170 - 6 inch diameter mold (Method C) ...........................................................230 Modified Proctor compaction 4 points (ASTM D1557):
- 4 inch diameter mold Methods A & B......................................................235 - 6 inch diameter mold Method C..............................................................265 Check point (per point) ...................................................................................70 Relative compaction of untreated/treated soils/aggregates (CTM 216) ..........270 Relative density 0.1 ft mold (ASTM D4253, D4254)...........................................250 California Bearing Ratio (ASTM D1883)
- 3 point.....................................................................................................535 - 1 point.....................................................................................................200 R-Value untreated soils/aggregates (AASHTO T190/ASTM D2844/CTM 301).......335 R-Value lime or cement treated soils/aggregates (AASHTO T190/ASTM D2844/CTM 301) ..........................................................................................365
SOIL CHEMISTRY & CORROSIVITY
pH Method A (ASTM D4972 or CTM 643) .............................................................50 Electrical resistivity – single point – as received moisture..............................50 Minimum resistivity 3 moisture content points (ASTM G187/CTM 643) ...............95 pH + minimum resistivity (CTM 643) ...............................................................140 Sulfate content - gravimetric (CTM 417 B Part 2)................................................75 Sulfate content - by ion chromatograph (CTM 417 Part 2) .................................85 Sulfate screen (Hach®) ....................................................................................35 Chloride content (AASHTO T291/CTM 422) .........................................................75 Chloride content – by ion chromatograph (AASHTO T291/CTM 422)...................85 Corrosion suite: minimum resistivity, sulfate, chloride, pH (CTM 643) ............285 Organic matter content (ASTM D2974)..............................................................70
CONSOLIDATION & EXPANSION/SWELL TESTS
Consolidation (ASTM D2435):..........................................................................210 Each additional time curve .............................................................................50 Each additional load/unload w/o time reading................................................45 Expansion Index (ASTM D4829)......................................................................140 Single load swell/collapse - Method B (ASTM D4546-B, seat, load & inundate only).... 115 Swell collapse Method A up to 10 load/unloads w/o time curves (ASTM D4546-A) ..........................................................................................310 CLASSIFICATION $/HR
Technician I...................................................................................................105 Technician II / Special Inspector................................................................... 115 Senior Technician / Senior Special Inspector ...............................................135 Prevailing Wage (field soils / materials tester) * ...........................................180 Prevailing Wage (Special Inspector) *..........................................................185 Prevailing Wage (On site Source Inspector, NDT and soil remediation O&M)*.......................................................................................................190 System Operation & Maintenance (O&M) Specialist....................................175 Non Destructive Testing (NDT).....................................................................185 Deputy Inspector ..........................................................................................135 Field / Laboratory Supervisor .......................................................................175 Source Inspector ..........................................................................................160 City of Los Angeles Deputy Building (including Grading) Inspector .............185 * See Prevailing Wages in Terms and Conditions
CLASSIFICATION $/HR
Project Administrator/Word Processor/Dispatcher .........................................95 Information Specialist ...................................................................................135 CAD Operator...............................................................................................160 GIS Specialist...............................................................................................160 GIS Analyst ..................................................................................................190 Staff Engineer / Geologist / Scientist............................................................180 Senior Staff Engineer / Geologist / Scientist / ASMR ...................................195 Operations / Laboratory Manager.................................................................215 Project Engineer / Geologist / Scientist ........................................................225 Senior Project Engineer / Geologist / Scientist / SMR..................................250 Associate......................................................................................................275 Principal........................................................................................................310 Senior Principal ............................................................................................365 City Council 15 – 197 7/16/2024
Harris & Associates, Inc. vi
FEE SCHEDULE
Fee/2024 www.leightongroup.com Page 2 of 4
CONSTRUCTION MATERIALS LABORATORY TESTING
METHOD $/TEST
TRIAXIAL TESTS
8QFRQ¿QHGFRPSUHVVLRQVWUHQJWKRIFRKHVLYHVRLO(with stress/strain plot, ASTM D2166)..................................................................................................................145 Unconsolidated undrained triaxial compression test on cohesive soils
88$670'86$&(4WHVWSHUFRQ¿QLQJVWUHVV
.......................................... 185
Consolidated undrained triaxial compression test for cohesive soils, (CU, ASTM D4767, USACE R-bar test) with back pressure saturation & pore ZDWHUSUHVVXUHPHDVXUHPHQW
SHUFRQ¿QLQJVWUHVV
........................................ 400
Consolidated drained triaxial compression test (CD, USACE S), with volume change measurement. Price per soil type below EM 1110-2-1906(X):
6DQGRUVLOW\VDQGVRLOV
SHUFRQ¿QLQJVWUHVV
.........................................400
6LOWRUFOD\H\VDQGVRLOV
SHUFRQ¿QLQJVWUHVV
........................................535
&OD\VRLOV
SHUFRQ¿QLQJVWUHVV
..............................................................755 Three-stage triaxial (sand or silty sand soils)..........................................700 Three-stage triaxial (silt or clayey sand soils).........................................935 Three-stage triaxial (clay soils).............................................................1,320 Remolding of test specimens ....................................................................70 METHOD $/TEST
HYDRAULIC CONDUCTIVITY TESTS
7ULD[LDOSHUPHDELOLW\LQÀH[LEOHZDOOSHUPHDPHWHUZLWKEDFNSUHVVXUH saturation at one effective stress
(EPA 9100/ASTM D5084, falling head Method C):................................................335 Each additional effective stress....................................................................130 Hand trimming of soil samples for horizontal K ..............................................65 Remolding of test specimens .........................................................................70 Permeability of granular soils (ASTM D2434) ..................................................145 Soil suction
¿OWHUSDSHUPHWKRG$670'
....................................................430
SOIL-CEMENT
Moisture-density curve for soil-cement mixtures (ASTM D558).......................260 Wet-dry durability of soil-cement mixtures (ASTM D559) ¹ ...........................1,290 Compressive strength of molded soil-cement cylinder (ASTM D1633)¹.............65 Soil-cement remolded specimen (for shear strength, consolidation, etc.) ¹............250 ¹ Compaction (ASTM D558 maximum density) should also be performed – not included in above price
METHOD $/TEST
CONCRETE STRENGTH CHARACTERISTICS
Concrete cylinders compression (ASTM C39) (6” x 12” and 4” x 8”) ................40 Compression, concrete or masonry cores (testing only)LQFK(ASTM C42) ......45 Trimming concrete cores (per core) ...............................................................25 Flexural strength of concrete (simple beam-3rd pt. loading, ASTM C78/CTM 523).....90 Flexural strength of concrete (simple beam-center pt. loading, ASTM C293/CTM 523)...90 Non shrink grout cubes (2 inch, ASTM C109/C1107) ............................................30 Drying shrinkage - four readings, up to 90 days, 3 bars (ASTM C157) ...........430 Length of concrete cores (CTM 531).................................................................45
HOT MIX ASPHALT (HMA)
Resistance of compacted HMA to moisture-induced damage
(AASHTO T283/CTM 371) ...........................................................................2,250 +DPEXUJ:KHHOEULTXHWWHV
PRGL¿HG
(AASHTO T324)...............................965
Superpave gyratory compaction (AASHTO T312/ASTM D6925) .........................375 Extraction by ignition oven, percent asphalt
(AASHTO T308/ASTM D6307/CTM 382)............................................................160 Ignition oven correction/correlation values
(AASHTO T308/ASTM D6307/CTM 382).........................................................1,445 Extraction by centrifuge, percent asphalt (ASTM D2172) ................................160 Gradation of extracted aggregate (AASHTO T30/ASTM D5444/CTM 202)............145 Stabilometer, S-Value (ASTM D1560/CTM 366).................................................285 Bituminous mixture preparation (AASHTO R30/CTM 304)...................................85 Moisture content of HMA (AASHTO T329/ASTM D6037/CTM 370) .........................65 %XONVSHFL¿FJUDYLW\RIFRPSDFWHG+0$PROGHGVSHFLPHQRUFRUHV uncoated (AASHTO T166/ASTM D2726/CTM 308)..............................................55 %XONVSHFL¿FJUDYLW\RIFRPSDFWHG+0$PROGHGVSHFLPHQRUFRUHV SDUDI¿QFRDWHG(AASHTO T275/ASTM D1188/CTM 308).....................................60 Maximum density - Hveem (CTM 308)............................................................215 7KHRUHWLFDOPD[LPXPGHQVLW\DQGVSHFL¿FJUDYLW\RI+0$(AASHTO T209/ ASTM D2041/CTM 309) .................................................................................140 Thickness or height of compacted bituminous paving mixture specimens (ASTM D3549) ...............................................................................................45 Wet track abrasion of slurry seal (ASTM D3910) .............................................160 Rubberized asphalt (add to above rates)........................................................+25% BRICK
Compression - cost for each, 5 required (ASTM C67).......................................55 Absorption - cost for each, 5 required (ASTM C67)...........................................55 METHOD $/TEST
AGGREGATE PROPERTIES
Bulk density and voids in aggregates (AASHTO T19/ASTM C29/ CTM 212) ............55 2UJDQLFLPSXULWLHVLQ¿QHDJJUHJDWHVDQG
AASHTO T21/ASTM C40/CTM 213)....65
LA Rattler-smaller coarse aggregate <1.5” (AASHTO T96/ASTM C131/ CTM 211)...215 LA Rattler-larger coarse aggregate 1-3” (AASHTO T96/ASTM C535/CTM 211)....270 $SSDUHQWVSHFL¿FJUDYLW\RI¿QHDJJUHJDWH(AASHTO T84/ASTM C128/ CTM 208)...140 6SHFL¿FJUDYLW\DQGDEVRUSWLRQRIFRDUVHDJJUHJDWH(ASTM C127/CTM 206) >#4 retained ............................................................................................. 110 Clay lumps, friable particles (AASHTO T112/ASTM C142)..................................190 Durability Index (AASHTO T210/ASTM D3744/CTM 229)......................................215 Moisture content of aggregates by oven drying
(AASHTO T255/ASTM C566/CTM 226) ...............................................................45 8QFRPSDFWHGYRLGFRQWHQWRI¿QHDJJUHJDWH
(AASHTO T304/ ASTM C1252/ CTM 234) ..........................................................140 Percent of crushed particles (AASHTO T335/ASTM D5821/CTM 205) ..................145 Flat & elongated particles in coarse aggregate (ASTM D4791/CTM 235)..........230 Cleanness value of coarse aggregate (CTM 227)...........................................225 Soundness, magnesium (AASHTO T104/ASTM C88/CTM 214) ...........................240 Soundness, sodium (AASHTO T104/ASTM C88/CTM 214) ..................................695
MASONRY
Mortar cylinders 2” x 4” (ASTM C780) ...............................................................35 Grout prisms 3” x 6” (ASTM C1019)...................................................................35 0DVRQU\FRUHVFRPSUHVVLRQ´GLDPHWHUWHVWLQJRQO\(ASTM C42).............45 Masonry core shear testing (Title 24) .............................................................85 Veneer bond strength, cost for each - 5 required (ASTM C482)........................60 CMU compression to size 8” x 8” x 16” - 3 required (ASTM C140)....................60 CMU moisture content, absorption & unit weight - 6 required (ASTM C140).....55 CMU linear drying shrinkage (ASTM C426).....................................................190 &08JURXWHGSULVPVFRPSUHVVLRQWHVW´[´[´(ASTM C1314).............215 CMU grouted prisms compression test > 8” x 8” x 16”(ASTM C1314) .............270
BEARING PADS/PLATES AND JOINT SEAL
Elastomeric bearing pads (Caltrans SS 51-3) ................................................1,060 Elastomeric bearing pad with hardness and compression tests (Caltrans SS 51-3)......................................................................................1,315 Type A Joint Seals (Caltrans SS 51-2) ...........................................................1,735 Type B Joint Seals (Caltrans SS 51-2)...........................................................1,640 Bearing plates (A536).....................................................................................770 City Council 15 – 198 7/16/2024
Harris & Associates, Inc. vii
FEE SCHEDULE
Fee/2024 www.leightongroup.com Page 3 of 4
EQUIPMENT LIST
METHOD $/TEST
REINFORCING STEEL AND PRESTRESSING STRANDS
5HEDUWHQVLOHWHVWXSWR1R(ASTM A370)................................................70 5HEDUWHQVLOHWHVW1R RYHU(ASTM A370) ...........................................215 Rebar bend test, up to No. 11 (ASTM A370)......................................................70 5HEDUEHQGWHVW1R RYHU(ASTM A370)..............................................215 5HVLVWDQFHEXWWZHOGHGKRRSVEDUVWHQVLOHWHVWXSWR1R (CTM 670)....70 5HVLVWDQFHEXWWZHOGHGKRRSVEDUVWHQVLOHWHVW1R RYHU(CTM 670)...90 0HFKDQLFDOUHEDUVSOLFHWHQVLOHWHVWXSWR1R(CTM 670).......................70 0HFKDQLFDOUHEDUVSOLFHVOLSWHVWXSWR1R(CTM 670)............................45 0HFKDQLFDOUHEDUVSOLFHWHQVLOHWHVW1R RYHU(CTM 670)..................215 0HFKDQLFDOUHEDUVSOLFHVOLSWHVW1R RYHU(CTM 670).......................215 +HDGHGUHEDUVSOLFHWHQVLOHWHVWXSWR1R(CTM 670) ............................70 +HDGHGUHEDUVSOLFHWHQVLOHWHVW1R RYHU(CTM 670) .......................215 (SR[\FRDWHGUHEDUGRZHO¿OPWKLFNQHVV
FRDWLQJ
WHVW(ASTM A775/A934).......50
Epoxy coated rebar/dowel continuity (Holiday) test (ASTM A775/A934).............70 (SR[\FRDWHGUHEDUÀH[LELOLW\EHQGWHVWXSWR1R(ASTM A775/A934)..........50 Prestressing wire, tension (ASTM A416) .........................................................190 Sample preparation (cutting) .........................................................................55 METHOD $/TEST
STREET LIGHTS/SIGNALS
LED Luminaires / Signal Modules / Countdown Pedestrian Signal Face Modules (Caltrans RSS 86)........................................................................1,390
SPRAY APPLIED FIREPROOFING
Unit weight (density, ASTM E605)........................................................................65
FASTENERS / BOLTS / RODS
)*5$$%ROWVWHQVLOHWHVWXSWR´GLDPHWHUSODLQ (ASTM A370) .................................................................................................70 )*5$$%ROWVWHQVLOHWHVWXSWR´GLDPHWHU galvanized (ASTM A370) ...............................................................................80 $
%ROWVWHQVLOHWHVWXSWR´GLDPHWHUSODLQ (ASTM A370)................70 $
%ROWVWHQVLOHWHVWXSWR´GLDPHWHUJDOYDQL]HG(ASTM A370) ......80 $
%ROWVWHQVLOHWHVWXSWR´GLDPHWHUVWDLQOHVVVWHHO(ASTM A370)...70 )%ROWVWHQVLOHWHVWXSWR´GLDPHWHUSODLQ(ASTM A370)............ 110 )%ROWVWHQVLOHWHVWXSWR´GLDPHWHUJDOYDQL]HG(ASTM A370)...130
SAMPLE TRANSPORT
3LFNXS GHOLYHU\
ZHHNGD\VSHUWULSPLOHUDGLXVIURP/HLJKWRQRI¿FH ..110
ITEM $UNIT
1/4 inch Grab plates ................................................................................ 5 each 1/4 inch Tubing (bonded).................................................................... 0.60 foot 1/4 inch Tubing (single) ...................................................................... 0.40 foot 3/8 inch Tubing, clear vinyl ................................................................ 0.60 foot 4-Gas meter (RKI Eagle or similar)/GEM 2000 ................................... 140 day $LUÀRZPHWHUDQGSXUJHSXPS
FFPLQ
......................................... 55 day
Box of 24 soil drive-sample rings......................................................... 130 box Brass sample tubes............................................................................... 11 each Caution tape (1000-foot roll).................................................................. 22 each Combination lock or padlock ................................................................. 15 each Compressed air tank and regulator ....................................................... 55 day &RQFUHWHFRULQJPDFKLQH
LQFKGLD
............................................... 160 day Consumables (gloves, rope, soap, tape, etc.)....................................... 40 day Core sample boxes................................................................................ 30 each Crack monitor Two-Dimensional............................................................ 30 each Crack monitor Thee-Dimensional .......................................................... 40 each Cutoff saws, reciprocating, electric (Sawzall®) ..................................... 80 day '0HWHU:DONLQJ)ORRU3UR¿OHU ............................................................ 110 day Disposable bailers ................................................................................. 25 each Disposable bladders.............................................................................. 20 each Dissolved oxygen meter ........................................................................ 50 day DOT 55-gallon containment drum with lid ............................................. 85 drum 'RXEOHULQJLQ¿OWURPHWHU ...................................................................... 135 day Dual-stage interface probe .................................................................... 85 day Dynamic Cone Penetrometer .............................................................. 430 day Generator, portable gasoline fueled, 3,500 watts.................................. 90 day Global Positioning System/Laser Range Finder.................................... 80 day Hand auger set...................................................................................... 90 day +'3(VDIHW\IHQFH
IHHW
............................................................. 40 roll Horiba U-51 water quality meter.......................................................... 135 day Light tower (towable vertical mast)...................................................... 150 day Magnehelic gauge ................................................................................. 15 day Manometer ............................................................................................ 25 day Mileage (will adjust with IRS published rate)....................................... 0.67 mile ITEM $ UNIT
Moisture test kit (excludes labor to perform test, ASTM E1907) ........... 65 test Nuclear moisture and density gauge .................................................... 88 day Electrical moisture and density gauge .................................................. 88 Day Pachometer ........................................................................................... 50 day Particulate Monitor............................................................................... 135 day pH/Conductivity/Temperature meter...................................................... 60 day Photo-Ionization Detector (PID)........................................................... 130 day Pump, Typhoon 2 or 4 stage ................................................................. 55 day QED bladder pump w/QED control box............................................... 175 day Quire fee – Phase I only...................................................................... 250 each 5HVLVWLYLW\¿HOGPHWHUDQGSLQV............................................................ 200 day Slip / threaded cap, 2-inch or 4-inch diameter, PVC Schedule 40......... 20 each Slope inclinometer............................................................................... 250 day Soil sampling T-handle (Encore) ........................................................... 10 day Soil sampling tripod ............................................................................... 40 day Speedy (R) moisture tester.................................................................... 10 day Stainless steel bailer.............................................................................. 60 day Submersible pump with controller ....................................................... 180 day Submersible pump/transfer pump, 10-25 gpm ...................................... 65 day Support service truck usage (well installation, etc.)............................. 250 day Survey/fence stakes .............................................................................. 10 each Tedlar® bags ......................................................................................... 25 each 7UDI¿FFRQHV
EDUULFDGHV
VLQJOHODQH
.......................................... 55 day
Turbidity meter ...................................................................................... 80 day Tyvek® suit (each)................................................................................. 25 each Vapor sampling box............................................................................... 65 day Vehicle usage (carrying equipment) ...................................................... 20 hour VelociCalc.............................................................................................. 40 day Visqueen (20 x 100 feet) ..................................................................... 130 roll Water level indicator (electronic well sounder) <300 feet deep well.... 100 day ZIPLEVEL® ........................................................................................... 40 day Other specialized geotechnical and environmental testing and monitoring equipment are available, and priced per site
City Council 15 – 199 7/16/2024
Harris & Associates, Inc. viii
Fee/2024 www.leightongroup.com Page 4 of 4
FEE SCHEDULE
TERMS AND CONDITIONS
z Expiration: 7KLVIHHVFKHGXOHLVHႇHFWLYHWKURXJK
'HFHPEHU4DIWHUZKLFKQRQSUHYDLOLQJZDJH
UDWHVIRU UHPDLQLQJRUDGGLWLRQDOVHUYLFHVZLOOLQFUease E\RQ-DQXDU\VWRIHDFK\HDU.
z Proposal Expiration:3URSRVDOVDUHYDOLGIRUDW
OHDVWGD\VVXEMHFWWRFKDQJHDIWHUGD\V
XQOHVV
RWKHUZLVHVWDWHGLQDQDWWDFKHGSURSRVDO
z Prevailing Wages:2XUIHHVIRUSUHYDLOLQJZDJHZRUN
DUHEDVHGXSRQ&DOLIRUQLDSUHYDLOLQJZDJHODZVDQG
ZDJHGHWHUPLQDWLRQV8QOHVVVSHFL¿FDOO\LQGLFDWHGLQ
RXUSURSRVDOFRVWVIRUDSSUHQWLFHDUHQRWLQFOXGHG,I ZHDUHUHTXLUHGWRKDYHDQDSSUHQWLFHRQ\RXUSURMHFW DGGLWLRQDOIHHVZLOOEHFKDUJHG3UHYDLOLQJZDJHUDWHV ZLOOLQFUHDVHE\RQ-XO\VWRIHDFK\HDU
z Overtime:6WDQGDUGRYHUWLPHUDWHLVSHU&DOLIRUQLD
/DERU/DZDQGLVELOOHGDWRUWLPHVWKHLUKRXUO\ ELOOLQJUDWH2YHUWLPHUDWHIRUQRQH[HPSW¿HOG
SHUVRQQHOZRUNLQJRQD/HLJKWRQREVHUYHGKROLGD\
LVELOOHGDWWLPHVWKHLUKRXUO\ELOOLQJUDWH2YHUWLPH UDWHIRU3UHYDLOLQJZDJHZRUNLVSHUWKH&DOLIRUQLD
'HSDUWPHQWRI,QGXVWULDO5HODWLRQV
',5
GHWHUPLQDWLRQ
DQGLVPXOWLSOLHGDWWRWLPHVWKHLUKRXUO\ELOOLQJUDWH IRURYHUWLPHDQGGRXEOHWLPHUHVSHFWLYHO\
z Expert Witness Time:([SHUWZLWQHVVGHSRVLWLRQDQG
WHVWLPRQ\ZLOOEHFKDUJHGDWWLPHVKRXUO\UDWHVOLVWHG RQWKHSUHYLRXVSDJHVZLWKDPLQLPXPFKDUJHRIIRXU
KRXUVSHUGD\
z Minimum Field Hourly Charges:)RU)LHOG
7HFKQLFLDQV6SHFLDO,QVSHFWRUVRUDQ\RQVLWH
¿HOG
PDWHULDOVWHVWLQJVHUYLFHV
4 hours:KRXUPLQLPXPFKDUJHXSWRWKH¿UVW
IRXUKRXUVRIZRUN
8 hours:KRXUPLQLPXPFKDUJHIRURYHUIRXU
KRXUVRIZRUNXSWRHLJKWKRXUV
Project time accrued includes portal to portal
travel time.
z Insurance & Limitation of Liability:7KHVHUDWHVDUH SUHGLFDWHGRQVWDQGDUGLQVXUDQFHFRYHUDJHDQGDOLPLW
RI/HLJKWRQ¶VOLDELOLW\HTXDOWRRXUWRWDOIHHVIRUDJLYHQ SURMHFW
z Outside Direct Costs:+HDY\HTXLSPHQW
VXEFRQWUDFWRUIHHVDQGH[SHQVHVSURMHFWVSHFL¿F
SHUPLWVDQGRUOLFHQVHVSURMHFWVSHFL¿FVXSSOHPHQWDO
LQVXUDQFHWUDYHOVXEVLVWHQFHSURMHFWVSHFL¿F
SDUNLQJFKDUJHVVKLSSLQJUHSURGXFWLRQDQGRWKHU
UHLPEXUVDEOHH[SHQVHVZLOOEHLQYRLFHGDWFRVWSOXV
XQOHVVELOOHGGLUHFWO\WRDQGSDLGE\FOLHQW
z Invoicing:,QYRLFHVDUHUHQGHUHGPRQWKO\SD\DEOH
XSRQUHFHLSWLQ8QLWHG6WDWHVGROODUV$VHUYLFH
FKDUJHRIòSHUFHQWSHUPRQWKZLOOEHFKDUJHGIRU
ODWHSD\PHQW
z Client Disclosures:&OLHQWDJUHHVWRSURYLGHDOO
LQIRUPDWLRQLQ&OLHQW¶VSRVVHVVLRQDERXWDFWXDORU
SRVVLEOHSUHVHQFHRIEXULHGXWLOLWLHVDQGKD]DUGRXV
PDWHULDOVRQWKHSURMHFWVLWHSULRUWR¿HOGZRUNDQG
DJUHHVWRUHLPEXUVH/HLJKWRQIRUDOOFRVWVUHODWHGWR
XQDQWLFLSDWHGGLVFRYHU\RIXWLOLWLHVDQGRUKD]DUGRXV
PDWHULDOV&OLHQWLVDOVRUHVSRQVLEOHIRUSURYLGLQJVDIH DQGOHJDODFFHVVWRWKHSURMHFWVLWHIRUDOO/HLJKWRQ
¿HOGSHUVRQQHO
z Earth Material Samples:4XRWHGWHVWLQJXQLW
UDWHVDUHIRUVRLODQGRUURFN
HDUWK
VDPSOHVIUHHRI
KD]DUGRXVPDWHULDOV$GGLWLRQDOFRVWVZLOODFFUXH
EH\RQGWKHVHVWDQGDUGWHVWLQJXQLWUDWHVIRUKDQGOLQJ WHVWLQJDQGRUGLVSRVLQJRIVRLODQGRUURFNFRQWDLQLQJ KD]DUGRXVPDWHULDOV+D]DUGRXVPDWHULDOVZLOOEH
UHWXUQHGWRWKHVLWHRUWKHVLWHRZQHU¶VGHVLJQDWHG
UHSUHVHQWDWLYHDWDGGLWLRQDOFRVWQRWLQFOXGHGLQ
OLVWHGXQLWUDWHV6WDQGDUGWXUQDURXQGWLPHIRU
JHRWHFKQLFDOODERUDWRU\WHVWUHVXOWVLVZRUNLQJ
GD\V6DPSOHVZLOOEHVWRUHGIRUPRQWKVIROORZLQJ
FRPSOHWLRQRIDVVLJQHGWHVWVDIWHUZKLFKWKH\ZLOOEH GLVFDUGHG3ULRUGRFXPHQWHGQRWL¿FDWLRQLVUHTXLUHG
LIVDPSOHVQHHGWREHVWRUHGIRUDORQJHUWLPH$
PRQWKO\VWRUDJHIHHRISHUEDJDQGSHUVOHHYH
RUWXEHZLOOEHDSSOLHG4XRWHGXQLWUDWHVDUHRQO\IRU HDUWKPDWHULDOVVDPSOHGLQ&DOLIRUQLD7KHUHPD\EH
DGGLWLRQDOFRVWIRUKDQGOLQJLPSRUWHGVDPSOHV
z Construction Material Samples:$IWHUDOO
GHVLJQDWHGEUHDNVIRUDJLYHQVDPSOHVHWPHHW
VSHFL¿HGFRPSUHVVLYHDWGHVLJQDJHRURWKHUFOLHQW
GHVLJQDWHGVWUHQJWKDOO³KROG´F\OLQGHUVRUVSHFLPHQV ZLOOEHDXWRPDWLFDOO\GLVSRVHGRIXQOHVVVSHFL¿HGLQ
ZULWLQJSULRUWRWKHGD\EUHDN8QOHVVVSHFL¿FDOO\ UHTXHVWHGRWKHUZLVHDOORWKHUFRQVWUXFWLRQPDWHULDOV
ZLOOEHGLVSRVHGRIDIWHUFRPSOHWLRQRIWHVWLQJDQG
UHSRUWLQJ
City Council 15 – 200 7/16/2024
Harris & Associates, Inc. ix