Exhibit 2 — Santa Ana City Council, July 16, 2024

AGREEMENT WITH TKE ENGINEERING, INC. TO PROVIDE ON-CALL ENGINEERING P

LAN CHECK SERVICES FOR THE CITY OF SANTA ANA
THIS AGREEMENT is made and entered i nto on this 16th day of Jul y, 2024 by and between TKE Engineering, Inc., a California corporation (“C ontractor”), 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 M
arch 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. Cont
ractor 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. I
n 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. SCO

PE OF SERVICES
On a
n 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. COM

PENSATION
a. Cit
y neither warrants nor guarantees any minimum or maximum compensation to Contractor under this Agreement. Contractor shall be paid only for actual services performed u nder 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. Pa
yment by City shall be made within 45 days (forty-five) days following receipt of proper EXHIBIT 2
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 th e 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 relations hip, 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 a re 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 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 connection with 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 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 writte n 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 claims- made 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 canc eled or non- renewed, 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 required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the 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.

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 the risk, 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 rel ief 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 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 us e 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 Informat ion” 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 s ubsidiary 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 Co ntractor 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.

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 a ny 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 proce eding 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 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 Nabil Saba
Digitally signed by Nabil Saba
Date: 2024.07.02 11:31:24 -07'00'

EXHIBIT A - SCOPE OF WORK

P u b l i c Wo r k s A g e n c y
A t t n : E h a b E l i a s ,
S e n i o r C i v i l E n g i n e e r
2 0 C i v i c C e n t e r P l a z a
S a n t a A n a , C A 9 2 7 0 1

EXHIBIT B - PROPOSAL

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]

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

Page |1

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

TECHNICAL PROPOSAL

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.

Page |2

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

TECHNICAL PROPOSAL
SECTION B | CONTRACT AGREEMENT

STATEMENT
TKE has no exceptions or restrictions to the City of
Santa Ana’s Professional Service Agreement.

SECTION C | FIRM & TEAM EXPERIENCE

FIRM BACKGROUND
TKE Engineering, Inc. (TKE), a California
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.

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.

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.

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:

TKE Engineering, Inc. | AT A GLANCE

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

City/District Surveyor
City/District Surveyor in 9
Cities/Districts.

Traffic Engineering
Traffic Engineer in 6 Cities/Districts.

City/District Engineer
City Engineer in 5 Cities/Districts

Size of Organization
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.

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
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]

Page |3

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

TECHNICAL PROPOSAL
Δ Support and uphold a Positive City Image
through submission of consistently
thorough and compliant plan checks
Δ Demonstrating Exemplary Leadership by
holding ourselves accountable to
delivering quality services
Δ Offering Public Service Excellence
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

TEAM EXPERIENCE
TKE’s key staff assigned to perform the services
required are identified and discussed in detail within
the following section. As discussed previously, TKE
currently maintains a staff of 53 personnel who are
highly qualified to assist with any of the required
services for this contract.

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.

The second benefit of TKE’s project team is our
internal training procedures. TKE has strived to
develop techniques that reach outside the box and
develop well rounded individuals committed to
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.

It is this commitment to service and diverse array of
offerings that makes us unique and drives our long-
standing 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’
approach. We consider ourselves community
builders and take ownership of services requested
from TKE, ensuring that our personnel will be
allocated on an as-needed basis in order to complete
all services on schedule and within specified budget.

TKE is committed to responding to our clients’ needs
as they arise.

Terry Renner, P.E., P.L.S,
Q.S.D.

Project Manager
R.C.E. No. 69984
P.L.S. No. 9762
Q.S.D. Certification No. 24329
Mr. Renner has 24 years of
engineering and surveying experience and also has
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
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
providing engineering services, such as base
construction drawings, design and construction
estimates.

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.

Justin Schlaefli, P.E., T.E.,
P.T.O.E.

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.

Page |4

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

TECHNICAL PROPOSAL
He specializes in Intelligent Transportation Systems,
Transportation Planning, Construction, 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 micro -simulation, 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 been a guest lecturer and has taught
Transportation Engineering, helping to mentor the
next generation in his field.

Steve Nix, P.E., P.L.S.

Senior Plan Check Engineer
R.C.E. No. 56810
P.L.S. No. 8146
Mr. Nix, has over 39 years of
experience in engineering
planning, 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 Di strict
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
treatment, sewage and water pump stations, water
reservoirs as well as sewage treatment and
transmission
Brian Wolfe, P.E.

Senior Plan Check Engineer
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
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.

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
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. 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.

Page |5

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

TECHNICAL PROPOSAL
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, Ri verside
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
.

Page |6

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

TECHNICAL PROPOSAL
Director of Survey
Ron Musser, P.L.S.

Time Availability: 35%
Project Manager
Terry Renner, P.E., P.L.S., Q.S.D.

Time Availability: 25%

Traffic Engineer
Justin Schlaefli, P.E., T.E., P.T.O.E.

Time Availability: 30%
Senior Plan Check Engineer
Brian Wolfe, P.E.

Time Availability: 40%
Senior Plan Check Engineer
Steve Nix, P.E., P.L.S.

Time Availability: 35%
Senior Plan Check Engineer
Monae Pugh
Time Availability:40%

ORGANIZATION CHART , TIME AVAILABILTY & RESUMES
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.

SUPPORT TEAM
( 50+ Members)

Page |7

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

TECHNICAL PROPOSAL

RESUMES

TERRY RENNER,
P.E., P.L.S.,
Q.S.D.

Project Manager
TKE Engineering, Inc.

EDUCATION
BS, Civil Engineering, California
State Polytechnic University,
Pomona

REGISTRATIONS
P.E. License Number 69984 (CA)
Qualified SWPPP Developer and
Practitioner #24329
P.L.S. 9762

CERTIFICATIONS
Caltrans SWPPP Certified

AFFILIATIONS
American Public Works
Association
American Council of Engineering
Companies of California

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, water improvements, sewer
improvements, facilities improveme nts and 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.

DETAILED PROJECT EXPERIENCE
• 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. • 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. • 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.
• 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.
• 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.
• 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.

Page |8

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

TECHNICAL PROPOSAL

JUSTIN P.

SCHLAEFLI,
P.E., T.E., PTOE
Traffic Engineer
TKE Engineering, Inc.

EDUCATION
B.S., Civil Engineering, San Diego
State University
M.S., Civil Engineering, Norwich
University

CERTIFICATIONS
P.E. License Number 74670 (CA)
T.E. License Number 2564 (CA)

REGISTRATIONS
Professional Traffic Operations
Engineer
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

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, Transp ortation 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 micro- simulation, signal operations, signal timing, traffic control and design/build of I TS 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.

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 includ
ing 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.

DETAILED PROJECT EXPERIENCE
• 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 certif
ications, 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.

Page |9

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

TECHNICAL PROPOSAL
Member, Institute of
Transportation Engineers

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 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.
• 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.

Page |10

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

TECHNICAL PROPOSAL

STEVE NIX,
P.E., P.LS.

Senior Plan Check
Engineer
TKE Engineering, Inc.

EDUCATION
Chaffey College

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)

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
• 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 retai
l 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.
• 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 provide d 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.

Page |11

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

TECHNICAL PROPOSAL

BRIAN D.

WOLFE, P.E.

Senior Plan Check
Engineer
TKE Engineering, Inc.

EDUCATION
M.S. Civil Engineering,
California State Polytechnic
University, Pomona

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

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 stripi ng, 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 incl uding 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.

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.

DETAILED PROJECT EXPERIENCE
• 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 ret ail 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.
• 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.

Page |12

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

TECHNICAL PROPOSAL

MONAE PUGH
Senior Plan Check
Engineer
TKE Engineering, Inc.

EDUCATION
UC Berkley Institute of
Transportation Engineers

AFFILIATIONS
Institute of Transportation
Engineers

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 on- call 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 eng ineering 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 certificatio
ns, 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.
• 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 develop
er 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 on - call 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 engine ering 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.

Page |13

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

TECHNICAL PROPOSAL

RON

MUSSER,
P.L.S.

Director of Surveys
TKE Engineering, Inc.

REGISTRATIONS
P.L.S. License Number (CA): 4230

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, parce l 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.

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 right- of-way acquisitions.

Page |14

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

TECHNICAL PROPOSAL
SECTION D | UNDERSTANDING OF NEED

PROJECT UNDERSTANDING
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,
traffic control plans, landscape and irrigation plans,
land survey documents such as: tract maps, parcel,
dedication legal description. TKE staff is prepared to immediately mobilize and begin providing the
required services and related engineering assistance
for all plan check services of the City’s project needs.

PROJECT APPROACH
TKE and the City have a common goal, successful
project delivery. Our definition of successful project delivery is:

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
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.

To achieve our goal, we approach our projects by first
developing a project plan. Our project plan considers
the major issues described below. Prior to beginning
plan checking services, we would perform the
following:

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:

PROJECT MANAGEMENT
Project management will be an essential element in
project delivery. Effective communications will lead
to effective management. Management will include
weekly reviews of project budget and schedules and
regular meetings with all project shareholders.

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.

For development projects, project requirements and
project schedule compliance will be important.

Project requirements will be assessed by the plan
checker and presented to the City’s management
staff (i.e. Development Principal Engineer). Upon
receipt of direction from City administration, the Plan Checker will be responsible to verify that
development is completed in compliance with those
project requirements. TKE’s effective project
management techniques will ensure that compliance
will occur.

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
process. Further, maintaining excellent
communications will prevent any project processing
misunderstandings leading to project delays. TKE
management techniques will result in efficient project
delivery.

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
receipt, due date, return date and notes.

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.

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.

Page |15

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

TECHNICAL PROPOSAL
Meetings – TKE meets with project stakeholders as
needed. We meet with them upon request and
throughout the course of plan checking to ensure all
comments are properly addressed and considered in
the project design. All meeting preparation
(agendas, exhibits, slide shows, etc.) will be prepared by TKE for each meeting. Again, meetings will be
documented. TKE has provided numerous meetings
with other consultants and developers to adequately
convey the City design requirements.

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,
drainage improvement, water, wastewater and facility
improvement projects for the Counties of San
Bernardino and Riverside, Cities of Fullerton, Irvine,
Diamond Bar, Eastvale, Upland, Fontana, Hesperia,
Banning, Calimesa, Corona, Chino, Adelanto,
Highland, Yucaipa, Rialto, Redlands, El Monte,
Azusa, South El Monte, Wildomar, and Pico Rivera
and for the San Bernardino Municipal Water
Department, Western Municipal Water District,
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.

Page |16

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

TECHNICAL PROPOSAL
SECTION E | RELEVANT PROJECT EXPERIENCE
Project Tile & Contact Project Description Services
Construction
Cost & Date
Pico Rivera On-Call Plan
Checking Services
City of Pico Rivera
Contact: Gene Edwards
Phone: (562) 801-4225
Email: [email protected]
TKE provided on -call plan and map checking
services to the City of Pico Rivera. TKE provided
plan checking services for several small and large
tract developments, single family residential units
and commercial retail centers within the City..

Services included development project screen
checks, response to development community
inquiries, accept submittals on behalf of
agencies, determine project impacts, develop
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.

N/A
On-Going
Highland On-Call Plan
Checking Services
City of Highland
Contact: Carlos Zamano
Phone:(909) 864-6861
Email:[email protected]
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 appli cations, 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.

N/A
On-Going
Calimesa On-Call Plan
Checking Services
City of Calimesa
Contact: Will Kolbow
Phone (909) 795-9801
Email:[email protected]
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.

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.

N/A
On-Going
Hesperia On-Call Plan
Checking Services
City of Hesperia, CA
Contact: Nathan Freeman
Phone: (760) 947-1000
Email:[email protected]
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.

N/A
On-Going
Colton On-Call Plan
Checking Services
City of Colton
Contact: Victor Ortiz, P.E
Phone:(909) 514-4220
Email:[email protected]
TKE provides on -call plan and map checking
services to the City. TKE is providing plan
checking services for the CalPortland/Colton
Cement Plant development project, Agua Mansa
Road Parcel Map 19741, 1350 Reche Canyon
Road, and 1600 East Ashley Way Parcel Map
20080, all within the City. TKE has been providing
plan and map checking services to the City since
2017.

Services included development project screen
checks, response to development community
inquiries, perform plan and map checking for
grading, street, drainage, hydrology, and
hydraulics, as well as many other municipal
development related services.

N/A
On-Going
Wildomar On-Call Plan
Checking Services
City of Wildomar, CA
Contact: Dan York
Phone:(951) 677-7751 ext. 226
Email:[email protected]
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 and commercial retail centers
within the City. TKE utilizes the City’s online
system (Citrix) for access and uploading of plan
check documents.

Services included development project screen
checks, response to development community
inquiries, determine project impacts, develop
conditions of approval, perform plan and map
checking for grading, street, storm drain,
hydrology, hydraulics, landscaping, street
lighting, traffic signal, SWPPP, erosion control,
and WQMP plans.

N/A
On-Going
Page |17

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

TECHNICAL PROPOSAL
SECTION F | REFERENCES
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.

SECTION G | SCOPE OF SERVICES &

SCHEDULE

SCOPE OF SERVICES
TKE’s typical projected scope of services is
presented in the following paragraphs:

DIGITAL AND STANDARD PLAN

CHECKING SERVICES
Δ Street and Storm Drain Improvements
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
Δ Consistency with Other Planned
Improvements
Δ Final and Parcel Maps
Δ Easement Dedications
Δ Vacations Quitclaims
Δ Lot Line Adjustments
Δ Parcel Mergers
Δ Water Quality Management Plans

PLAN CHECK SUBMITTAL ITEMS

AND REPORTS
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

TECHNICAL SPECIFICATIONS FOR

PROPOSED IMPROVEMENTS IN

CITY ROAD RIGHT OF WAY
Δ Road Structural Section components
Δ Trench backfill and restoration
Δ Storm Drain line and appurtenances
Δ Traffic Signal components
Δ Signing and Striping

WORKFLOW METHODOLOGY
Δ Review for completeness of submittals
Δ Document submittal deficiencies and advise
the City as necessary
Δ Identify any additional reference materials
required for a thorough plan check such as
related offsite improvement plans, studies or
reports
Δ Conduct site visit as necessary

QUALITY ASSURANCE/ QUALITY

CONTROL
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 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
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.

Effective QA/QC includes:

Δ Staff training and development
Δ Assignment of experienced staff
Δ Continuity of staffing
Δ Project-specific work plan
Δ S
chedule compliance
Page |18

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

TECHNICAL PROPOSAL
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.

Page |19

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

TECHNICAL PROPOSAL

SCHEDULE
Below is an example of our schedule of deliverables for on-call engineering plan check projects.

Plan Check Type
First Submittal
(14 Calendar Days)
Subsequent Submittals
(7 Calendar Days)
Personnel Hours Estimate
Conditions Of Approval 8 2
Traffic Impact Analysis (TIA) 6 3
Parcel/Tract Map 20 8
Water Quality Management Plan 8 4
Hydrology/ Hydraulics Report 12 4
Geotechnical Report 4 1
Rough Grading Plans 8 4
Street Plans 16 8
Precise Grading Plan 16 8
Storm Drain Plans 16 8
Water Plans 12 4
Sewer Plans 12 4
Street Light Plans 4 2
Signing And Striping Plans 8 4
Landscape Plans 8 4
Traffic Signal Plans 4 2
Retaining Wall Plans 4 2
SWPPP 8 4
Page |20

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

CERTIFICATIONS

ATTACHMENT 3 -1 | NON -COLLUSION AFFIDAVIT CERTIFICATION

Page |21

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

CERTIFICATIONS

ATTACHMENT 3 -1 | NON -COLLUSION AFFIDAVIT CERTIFICATION (CONT.)

Page |22

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

CERTIFICATIONS

ATTACHMENT 3 -2 | NON -LOBBYING CERTIFICATION

Page |23

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

CERTIFICATIONS

ATTACHMENT 3 -3 | NON -DISCRIMINATION CERTIFICATION

Page |24

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

CERTIFICATIONS

ATTACHMENT 3 -3 | NON -DISCRIMINATION CERTIFICATION (CONT)

Page |25

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

CERTIFICATIONS

ATTACHMENT 3 -4 | FLEET COMPLIANCE CERTIFICATION

Page |26

Request for Proposals for On-Call Engineering Plan Check Services City of Santa Ana

CERTIFICATIONS

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.

P r e p a r e d B y :

Revised July 2023

RATE SCHEDULE
2023- 2024

HOURLY
RATE

Principal in Charge .. .......... ........... .......... .......... ........... .......... .......... ........... $180.00 Project Manager/Construction Manager/Licensed Surveyor ..... .......... ........... $170.00 Traffic Engineer (TE) .......... ........... .......... .......... ........... .......... .......... ........... $160.00 Senior Engineer/Project Engineer (PE)/Senior Plan Checker ... .......... ........... $160.00 Assistant Project Manager/Associate Engineer .. ........... .......... .......... ........... $150.00 Assistant Engineer/Plan Checker/Designer ........ ........... .......... .......... ........... $140.00 AutoCAD Technician .......... ........... .......... .......... ........... .......... .......... ........... $130.00 Engineering Technician ..... ........... .......... .......... ........... .......... .......... ........... $100.00 Clerical ......... .......... ......... ........... .......... .......... ........... .......... .......... ........... $ 90.00 Forensic Engineering ......... ........... .......... .......... ........... .......... .......... ........... $275.00 Expert Witness Testimony ........... .......... .......... ........... .......... .......... ........... $375.00

SURVEYING SERVICES

2-Man Survey Crew (Prevailing Wage) .... .......... ........... .......... .......... ........... $250.00

CONSTRUCTION SERVICES

Senior Construction Inspector (Prevailing Wage) ........... .......... .......... ........... $130.00 Construction Inspector (Prevailing Wage) .......... ........... .......... .......... ........... $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%

EXHIBIT C - FEE PROPOSAL

Santa Ana City CouncilJuly 16, 2024

Santa Ana City Council
July 16, 2024