$1,433,200 (Exhibit 3). 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 CJ Concrete Construction for the base bid of $1,433,200 (Exhibit 4), excluding the alternate bid.
CJ Concrete Construction has previously performed work as a prime contractor in the City of Santa Ana within the last five years, most recently completing the Civic Center Plaza Sidewalk Improvement Project. A reference check was made with staff and good reviews were received regarding the quality of work performed by the contractor on previous projects.
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 requirement. As indicated in the Cost Analysis (Exhibit 5) and as summarized in the table below, the estimated total construction delivery cost of the project is $1,798,079.
Project Item Total
Construction Contract Bid Amount $1,433,200
Construction Administration, Inspection, Testing $221,559 Project Contingencies $143,320
TOTAL ESTIMATED CONSTRUCTION DELIVERY COST $1,798,079
ENVIRONMENTAL IMPACT
Pursuant to the California Environmental Quality Act (CEQA), the recommended actions are exempt from further review pursuant to Sections 15301(c) of the CEQA guidelines for projects consisting of highways and streets, sidewalks, gutters, bicycle and pedestrian trails, and similar facilities. The proposed project continues to meet these parameters of the CEQA guidelines, and Categorical Exemption Environmental Review No. ER-2023-92 was filed for Project 22-9001. (Exhibit 6)
FISCAL IMPACT
As indicated in the Cost Analysis, the estimated total construction delivery cost of the project (22-9001) is $1,798,079, which includes construction, contract administration, inspection, testing, and authorized contingencies of $143,320. Funds were available in the Affordable Housing AHSC Program, Improvements Other Than Buildings account (41818832-66220) in FY 23-24. Therefore, a proposed carryover of unspent funds will be presented to the City Council in September for approval of carryovers to FY 24-25.
City Council 13 – 7 3/4/2025
Legacy Square Transportation Improvements
August 20, 2024
EXHIBIT(S)
1. Location Map
2. Project Concept Drawing
3. Bid Proposal
4. Construction Contract
5. Cost Analysis
6. CEQA – Categorical Exemption Environmental Review No. ER-2023-92 Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency Approved By: Alvaro Nuñez, City Manager
City Council 13 – 8 3/4/2025
EXHIBIT 3
Construction Contract $ 1,433,200.00
Contract Administration, Inspection and Testing $ 221,559.00 Contingencies $ 143,320.00
Additional Contingency (March 4, 2025) $ 380,000.00
TOTAL ESTIMATED CONSTRUCTION COSTS $ 2,178,079.00
CONSTRUCTION OF PROJECT NO. 22-9001: Legacy Square Transportation Improvements
COST ANALYSIS
City Council 13 – 9 3/4/2025
EXHIBIT 4
City Council 13 – 10 3/4/2025
Public Works Agency
www.santa-ana.org/pw
Item # 14
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
March 4, 2025
TOPIC: Ford F-750 Supercab Utility Service Body Truck
AGENDA TITLE
Purchase Order Contract to PB Loader Corporation for One 2025 Ford F-750 Supercab Utility Service Body Truck (Spec No. 25-015) (Non-General Fund)
RECOMMENDED ACTION
Approve a purchase order to PB Loader Corporation for one, new/unused 2025 Ford F750 Supercab Utility Service Body truck, in an amount of $332,070 plus a contingency amount of $20,000, for a total amount not to exceed $352,070.
GOVERNMENT CODE §84308 APPLIES: No
DISCUSSION
The Public Works Agency’s (PWA) Parks, Fleet, and Facilities Division is responsible for the acquisition, maintenance, repair, and replacement of vehicles, trucks, and maintenance equipment. The Fleet Services Team maintains an equipment replacement schedule and works with departments to routinely replace vehicles that have surpassed their useful life cycle.
The PWA Water Resources Division manages and maintains the operations of Santa Ana’s water and sanitary sewer systems and requires a new service truck to replace an aging vehicle utilized daily by the Water System Maintenance section. In accordance with the City’s Equipment Replacement Policy, the existing vehicle, a 2014 F-550, is nearing the end of its useful life. Upsizing this vehicle to better meet the operational needs of the Water Systems Maintenance section is crucial for maintaining the highquality water and sewer services provided to Santa Ana residents.
Santa Ana City Ordinance No. NS-3041 authorizes the City to purchase against contracts from any public agency utilizing a competitive bid process. Sourcewell, a cooperative government purchasing agency, awarded a contract to PB Loader Corporation (Contract No. 080521-PBL) as a result of open, competitive bidding on behalf of its members, which includes government agencies.
Staff researched available procurement options and product offerings in the market and determined that PB Loader Corporaton meets the City’s specifications. By leveraging City Council 14 – 1 3/4/2025
Ford F-750 Supercab Utility Service Body Truck
March 4, 2025
the procurement power through cooperative purchasing, the City of Santa Ana is able to obtain nationally vetted, high quality products at competitive volume pricing, and is in accordance with the City’s existing Purchasing guidelines. Staff recommends approving the purchase order to PB Loader Corporation for one new/unused 2025 Ford F-750 Supercab Utility Service Body Truck.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
Funds are budgeted and made available in the following accounts for the specified year:
Fiscal
Year
Accounting
Unit-Account #
Fund
Description
Accounting Unit,
Account Description
Amount
2024-25 07017100-66400 Equipment
Replacement
Equipment Replacement,
Machinery & Equipment 352,070
TOTAL $352,070
EXHIBIT(S)
1. PB Loader Corporation Quote No.12509 R2
Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency Approved By: Alvaro Nuñez, City Manager
City Council 14 – 2 3/4/2025
PB Loader Corporation
5778 W. Barstow • Fresno, California 93722-5024 • Telephone (559) 277-7370 • Fax (559) 277-7375 Toll free 800-350-8521 • Web www.pbloader.com
QUOTATION
CUSTOMER: CITY OF SANTA ANA. CA DATE: 12/16/2024
SOURCEWELL MEMBER ACCOUNT NO. 1888 TERMS: NET 30
F.O.B: CUSTOMER
PROJECT: 14FT SERVICE BODY
QTY PART NO. DESCRIPTION PRICE EXTENSION
PB LOADER CONTRACT NO. 080521-PBL
SOURCEWELL CONTRACT - LISTED AND MARKET PRICES
TRUCK CHASSIS
1 FORD-08 $105,682.00
5% SOURCEWELL DISCOUNT FOR CHASSIS: ($5,285.00)
MARKET PRICE CHASSIS UPGRADE
1 CHANGE CHASSIS TO 2025* SUPER CAB (X7A) WITH 20" FRONT FRAME EXTENSION $10,040.00
MARKET PRICE SERVICE BODY
1 $193,507.00
SUBTOTAL: $303,944.00
SALES TAX (9.25%): $28,114.82
CA TIRE RECYCLING FEE: $10.50
TOTAL: $332,069.32
NOTES:
Delivery times are approximate
NO. 12509R2
1. 25% DEPOSIT REQUIRED AT TIME OF ORDER.
2. *CHASSIS QUOTED IS 2025 MODEL YEAR. WE WILL HOLD OUR 2025MY PRICING FOR THE 2026 UNTIL FEBRUARY 15,2025.
3. THERE IS NO TORCH COMPARTMENT, LED WORK LIGHTS ON THIS BODY. BODY CABINETS NOT PRESSURIZED.
4. TRAILER RECEPTICAL WIRED TO SANTA ANA WIRING SPECIFICATIONS
5. PRICE INCUDES LICENSING AND DELIVERY. SALES TAX BASED ON ORANGE COUNTY.
6. PURCHASE ORDERS ARE TO BE MADE OUT TO PB LOADER CORPORATION . 2024 FORD F-750 GAS REGULAR CAB CHASSIS WITH 37,000 LB. GCWR , 7.3L GASOLINE 335HP @ 3750 RPM ENGINE, TORQSHIFT AUTOMATIC TRANSMISSION WITH OVERDRIVEAND PTO PROVISION, LEAF SPRING SUSPENSION, 50 GALLON FUEL TANK,
STEEL WHEELS, CAB PAINTED WHITE
SERVICE BODY:
- 14 FT LONG X 62" HIGH X 24” DEEP SIDE PACK
- 10 GA. GALVANNEAL SHEET STEEL SIDE PACKS
- 12 GA. TREADPLATE INNER WALL AND TOPS
- 10 GA. GALVANNEAL DOORS WITH CONCEALED HINGES AND WHALE TAIL KEYED ALIKE LATCHES - SMOOTH OUTER BODY WITH NO BENDS OUTWARD OR EXTERNAL HINGES - 3-POINT DOOR GANG LOCK SYSTEM WHICH LOCKS ALL DOORS ON EACH SIDE (EXCEPT FOR WORKBENCH DOORS) WITH ONE LEVER FOR LOCKING BOTH SIDEPACKS - GAS SHOCK SOFT-STOP DOOR OPENERS,
- 50” WIDE CARGO AREA WITH 1/8" TREAD PLATE FLOOR AND SIX (6) 3/8" CHAIN TIE DOWNS FLUSH MOUNTED INTO FLOOR - 36" WIDE CURBSIDE FIRST COMPARTMENT WITH THREE ADJUSTABLE SHELVES 55-1/2” WIDE CURBISDE SECOND COMPARTMENT WITH FULL WIDTH CTECH CABINET CONSISTING OF THREE-EIGHT INCH DRAWERS AND FOUR (4) 6” DEEP DRAWERS, ALL WITH 500#
CAPACITY
- 50-1/4" WIDE CURBSIDE THIRD (WHEEL WELL) COMPARTMENT WITH FULL WIDTH CTECH CABINET WITH TWO (2) 8” DEEP DRAWERS WITH 500 LB CAPACITY AND TWO (2) SHELVES WITH
DIVIDERS
- 20-1/2" WIDE CURBSIDE REAR COMPARTMENT WITH A FULL WIDTH CTECH CABINET WITH TWO (2) 8” DEEP DRAWERS AND FOUR (4) -6” DEEP DRAWERS. ALL DRAWERS 500# CAPACITY. - 18" HIGH X APPROX 23" WIDE BOX CURBSIDE TOP STARTING AT THE REAR OF THE BODY AND ENDING APPROX. 12" FROM THE GENERATOR. THIS BOX WILL HAVE TWO (2) FOLD-DOWN DOORS ACCESSED FROM THE INSIDE OF BED, DOORS WILL FOLD DOWN 90 DEGREES AND WILL HAVE LOCKABLE LATCHES, NO LIGHTS - 36" WIDE STREETSIDE FIRST COMPARTMENT WITH THREE (3) ROWS OF E-TRACT ON BOTH SIDES AND REAR OF COMPARTMENT; ONE ROW 10" FROM THE TOP, ONE ROW 10" FROM THE
BOTTOM & ONE ROW CENTERED BETWEEN TOP AND BOTTOM ROWS
- 55-1/2" WIDE STREETSIDE SECOND COMPARTMENT WITH PULL OUT SHELF TO HOLD TRASH PUMP AND TWO (2) ADJUSTABLE SHELVES WITH ADJUSTABLE/REMOVABLE DIVIDERS
ABOVE TRASH PUMP
- 50-1/4" WIDE, STREETSIDE THIRD (WHEEL WELL) COMPARTMENT WITH TWO (2) ADJUSTABLE SHELVES WITH ADJUSTABLE/REMOVABLE DIVIDERS - 20-1/2" WIDE STREETSIDE REAR COMPARTMENT WITH THREE (3) ADJUSTABLE SHELVES AND VENTS FOR GASOLINE CANS - 23" WIDE X 8 INCHES HIGH (APPROX) STREETSIDE TOP COMPARTMENT, FULL 14 FT LENGTH WITH EXPANDED METAL ON BOTH SIDES, SHEET METAL FRONT END, SHEET METAL DOOR WITH LATCH REAR, 10” HIGH X 14FT MID ROW . TOP ROW WILL BE 6-8" HIGH AND 20' 6" LONG WITH SOLID, FLOOR, SIDES, AND FRONT, REAR WILL HAVE FOLD DOWN ACCESS DOOR WITH LATCH. TOP WILL ALSO BE FULLY ENCLOSED EXCEPT FOR A TOP ACCESS DOOR STARTING APPROX. 3" FROM REAR OF BODY AND APPROX. 10 FT LONG. THIS MAY END UP BEING TWO 5 FT. DOORS DUE TO WEIGHT OF DOOR. ONE (1) ROW OF E-TRACK 14 FT. LONG ON EXTERIOR SIDE OF RACK (LOCATION TO BE DETERMINED) - COMPARTMENT INTERIORS SPRAYED WITH A RUBBERIZED DURABLE MATERIAL - BED LINING APPLIED TO CARGO AREA FLOOR, VERTICAL SIDE WALLS A& TAILGATE (NONE ON TOP OF WORK BENCH) - 10" HIGH SLIDE IN TAIL GATE AT REAR OF BODY
- LED LIGHTING STRIPS IN ALL MAIN BODY COMPARTMENTS
- RUBBER CROWN TYPE FENDERS
- FULL LENGTH RAIN GUTTERS
- AUTOMOTIVE TYPE WEATHER STRIPPING
- MUD FLAPS
- DOT APPROVED LIGHTING (LED)
- BACK UP ALARM
- BODY FULLY UNDERCOATED.
- BODY PAINTED TO MATCH CHASSIS CAB
ACCESSORIES:
- HEADACHE RACK FROM STRUCTURAL TUBING WITH EXPANDED METAL WINDOW - ONE (1) Q SERIES RIGID FLOOD LIGHT P/N 245513 MOUNTED ON HEADACHE RACK - WHELEN ARROW STICK MODEL TA165NF1 MOUNTED ON HEADACHE RACK - TWO (2) WHELEN L31HAFCA BEACONS MOUNTED EACH SIDE OF ARROW STICK - COPPER TUBE ENCLOSURE, 6-8" WIDE X 42" HIGH X 42" DEEP (APPROX) ENCLOSURE MOUNTED ON FRONT OF BODY. THIS ENCLOSURE WILL BE MOUNTED WITH THE DOOR FLUSH ON THE PASSENGER SIDE. THE ENCLOSURE WILL BE WELDED TO THE FRONT OF THE UTILITY BODY AND SETS DIRECTLY ON TOP OF THE CHASSIS FRAME - SIX (6) WHELAN V500 COMBINATION STROBE/PUDDLE/WORK LIGHTS P/N 5V3A, WIRED TO FORD SWITCHES, (HOT PREFERED) WITH TWO (2) IN FRONT GRILL AS HIGH AS POSSIBLE, ONE (1) ON EACH SIDE PACK MID BODY AND ONE (1) AT THE REAR OF EACH SIDE PACK AS HIGH AS POSSIBLE. - 30" DEEP WORK BENCH WITH 3/8" THICK TOP PLATE AND TOP SURFACE WITH 2 STRIPS OF 6” WIDE NON-SLIP SAFETY TAPE ON FULL WIDTH AMD CLASS 5 RECIEVER HITCH - BUYERS RM122516 12 TON COMBINATION HITCH WITH 2-5/16” BALL AND 7 POLE TRAILER RECEPTICAL - ELECTRIC BRAKE CONTROLLER WIRED TO 7 WAY RECEPTICAL (CITY TO CONFIRM WIRING SCHEMATIC) - SIDE ACCESS STAIRS WITH GRAB HANDLES STREETSIDE SIDE OF WORK BENCH - 90 LB. JACK HAMMER MOUNT ON REAR STREETSIDE OF THE WORKBENCH - WILTON 1780 VISE MOUNTED TOWARD CURBSIDE
- TAMPER HOLDER MOUNTED CURBSIDE OF WORK BENCH DIRECTLY BEHIND SIDE PACK AND IN FRONT OF VISE - WHELEN TRAFFIC ADVISOR MODEL TADF6A (AMBER), 34" LONG X 2-3/8" HIGH X 2-3/8" DEEP T MOUNTED ON THE REAR OF THE WORKBENCH UNDER 3/8" WORK BENCH TOP PLATE - BACKUP CAMERA SYSTEM, RVS FLAGSHIP MODEL RVS 770613-NM WITH 7" MONITOR WITH ONE WAY AUDIO. - VANAIR D80 80 CFM @ 100PSI AIR COMPRESSOR WITH MOUNTED ON FRONT OF CARGO AREA THE FLOOR BETWEEN THE SIDEPACKS WITH REMOTE CONTROL PANEL IN THE CURBSIDE
FIRST COMPARTMENT TOWARD TOP
- 3/4" X 50 FT COX AIR REEL MOUNTED ON CHASSIS FRONT FRAME EXTENSION WITH HOSE CURBSIDE WITH GATE VALVE AND 3/4" REGULATOR-LUBRICATOR-FILTER INSTALLED BEFORE THE REEL.
- 3/4" X 50 FT COX ELECTRIC POWERED AIR REEL IN THE UNDERSIDE OF THE WORK BENCH CURBSIDE WITH HOSE PULLING OUT THE REAR OF THE WORK BENCH WITH GATE VALVE TO CONTROL AND 3/4" REGULATOR-LUBRICATOR-FILTER INSTALLED BEFORE THE REEL. - KUBOTA LOWBOY II DIESEL GENERATOR MODEL GL7000 WITH 7KW STANDBY, 6.5KW PRIME, SINGLE-PHASE, 120/240 VOLT, LIQUID COOLED WITH REMOTE START PANEL MOUNTED IN
FIRST CURBISDE COMPARTMENT TOWARD TOP
- ONE (1) 120 VOLT DUPLEX OUTLET POWERED BY THE KUBOTA GENERATOR MOUNTED AT THE REAR CURBSIDE PACK - ONE (1) 120 VOLT DUPLEX OUTLET.MOUNTED ON THE FRONT OF THE CURBSISE PACK BELOW THE COPPER TUBING CABINET , BOTH OUTLETS - E-TRACK INSTALLED ALONG D/S AND C/S SIDE PACKS, ONE ROW 10" ABOVE BED FLOOR AND THE SECOND ROW 10" FROM THE TOP OF SIDE PACK. - VERTICAL FOUR SHOVEL HOLDER TO BE MOUNT ON FRONT OF THE D/S SIDE PACK - TWO (2) FOLD DOWN CONE HOLDERS TO BE MOUNTED ON THE FRONT BUMPER - 3000-WATT INVERTER MOUNTED IN THE CURBSIDE FIRST COMPARTMENT FROM FRONT TOWARD THE TOP - 120 VOLT FOUR PLEX OUTLET MOUNTED IN THE CURBSIDE FIRST COMPARTMENT POWERED BY INVERTER Exhibit 1
City Council 14 – 3 3/4/2025
Public Works Agency
www.santa-ana.org/pw
Item # 15
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
March 4, 2025
TOPIC: Award a Purchase Order Contract to National Auto Fleet Group for Two (2) New Service Vehicles for the Public Works Agency
AGENDA TITLE
Purchase Order Contract to National Auto Fleet Group for Two (2) New Service Vehicles for the Public Works Agency (Specification No. 25-014 & 25-017) (Non-General Fund)
RECOMMENDED ACTION
1. Approve a purchase order to National Auto Fleet Group for one, new/unused 2025 Ford F-150 Lightning Truck in an amount of $68,294 plus a contingency amount of $5,000, for a total amount not to exceed $73,294.
2. Approve a purchase order to National Auto Fleet Group for one, new/unused 2025 Ford Transit Passenger Van in an amount of $119,150 plus a contingency amount of $15,000, for a total amount not to exceed $134,150.
GOVERNMENT CODE §84308 APPLIES: No
DISCUSSION
The Public Works Agency’s (PWA) Parks, Fleet, and Facilities Division is responsible for the acquisition, maintenance, repair, and replacement of vehicles, trucks, and maintenance equipment. The Fleet Services team maintains an equipment replacement schedule and works with departments to routinely replace vehicles that have surpassed their useful lifecycle.
The PWA Maintenance Services Division utilizes a 2014 Ford F-550 for routine operations. The existing truck was evaluated in accordance with the City’s Equipment Replacement Policy which defines the review process when an equipment is no longer economically operated and maintained. Based on the equipment lifecycle guidelines, the existing vehicle has reached its useful lifecycle of 10 years. To optimize utilization and to advance the electrification of the City’s fleet of vehicles, staff recommends downsizing to a Ford F-150 Lightning Truck in order to support daily field operations including transportation of light equipment and materials such as tree trunks, debris, and illegal waste dumpings. This vehicle will be a crucial addition when deployed as City Council 15 – 1 3/4/2025
Ford F-150 Lightning Truck and Ford Transit Passenger Van March 4, 2025
part of the City’s emergency response to rain and wind storm related debris, as well as after hours’ emergency service calls.
Separately, the Santa Ana Police Department currently uses three vans to transport inmates to and from the jail and courthouse, designated parent facilities, and medical facilities throughout Southern California. The 2018 Chevy 3500 Express Van currently used for these efforts has exceeded its useful life by reaching 173,766 miles. Due to the wear and mileage on this vehicle, it is no longer adequate or safe for long distance transportation outside of City limits; the proposed replacement is a new 2025 Ford Transit Van. An electric equivalent was not considered due to the risks of having to charge the van during long-distance inmate transportation. $71,344 of funding for the replacement vehicle is available from Fleet’s Equipment Replacement fund and the remaining amount of $62,806 will be paid from the Police Department’s Supplemental Law Enforcement Services Account for front line policing efforts.
Santa Ana City Ordinance No. NS-3041 authorizes the City to purchase against contracts from any public agency utilizing a competitive bid process. Sourcewell, a cooperative government purchasing agency, awarded a contract to National Auto Fleet Group (Contract No. 091521-NAF) as a result of open, competitive bidding on behalf of its members, which includes government agencies.
Staff researched available procurement options and product offerings in the market and determined that National Auto Fleet Group meets the City’s vehicle specifications (Exhibit 1 & 2), offers prompt delivery, and provides competitive bidding. By leveraging the procurement power through cooperative purchasing, the City of Santa Ana is able to obtain nationally vetted, high quality products at competitive volume pricing, and is in accordance with the City’s existing Purchasing guidelines. Staff recommends approving two purchase orders to National Auto Fleet Group for one new/unused 2025 Ford F-150 Lightning Truck and one new/unused 2025 Ford Transit Passenger Van.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.
FISCAL IMPACT
Funds are budgeted and available in the following accounts for Fiscal Year 2024-25:
Fiscal
Year
Accounting
Unit-Account #
Fund
Description
Accounting Unit, Account
Description
Amount
2024-25 07017100-
66400
Equipment
Replacement
Equipment Replacement,
Machinery & Equipment 73,294
2024-25 07017100-
66400
Equipment
Replacement
Equipment Replacement,
Machinery & Equipment 71,344
City Council 15 – 2 3/4/2025
Ford F-150 Lightning Truck and Ford Transit Passenger Van March 4, 2025
2024-25
12814407-
66400
(22-4503)
Law
Enforcement
Grants
Supplemental Law
Enforcement Services,
Machinery & Equipment
62,806
TOTAL $207,444
EXHIBIT(S)
1. National Auto Fleet Group Quote No.38247 R2
2. National Auto Fleet Group Quote No. 121224
Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency Approved By: Alvaro Nuñez, City Manager
City Council 15 – 3 3/4/2025
EXHIBIT 1
City Council 15 – 4 3/4/2025
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City Council 15 – 11 3/4/2025
City Council 15 – 12 3/4/2025
City Council 15 – 13 3/4/2025
City Council 15 – 14 3/4/2025
EXHIBIT 2
City Council 15 – 15 3/4/2025
City Council 15 – 16 3/4/2025
City Council 15 – 17 3/4/2025
City Council 15 – 18 3/4/2025
City Council 15 – 19 3/4/2025
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City Council 15 – 22 3/4/2025
City Council 15 – 23 3/4/2025
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City Council 15 – 25 3/4/2025
City Council 15 – 26 3/4/2025
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City Council 15 – 29 3/4/2025
City Council 15 – 30 3/4/2025
City Council 15 – 31 3/4/2025
City Council 15 – 32 3/4/2025
City Council 15 – 33 3/4/2025
Public Works Agency
www.santa-ana.org/pw
Item # 16
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
March 4, 2025
TOPIC: Cityworks Maintenance Agreement
AGENDA TITLE
Agreement for Public Works Cityworks On-Call Maintenance (General Fund) (NonGeneral Fund)
RECOMMENDED ACTION
Approve agreement with Woolpert, Inc. to provide on-call Cityworks maintenance and project implementation for a term beginning March 4, 2025 and ending on March 3, 2028, with the option of two one-year extensions, for a total amount not to exceed $300,000 (Agreement No. A-2025-XXX).
GOVERNMENT CODE §84308 APPLIES: Yes
DISCUSSION
The Public Works Agency (PWA) oversees a range of assets including the street system, traffic control devices, water and wastewater infrastructure, and other major resources such as streetlights and storm drains, etc. In 2018, the City implemented Trimble Cityworks System, formerly Azteca Systems, LLC., (Cityworks) a comprehensive database software to manage these resources by tracking their condition and optimizing their maintenance cycles. Since its adoption, the Cityworks platform has enabled staff to document, track, and plan for asset repairs and replacements. This has led to more effective routine maintenance and improved work order tracking, ultimately extending the lifespan of these assets. Ongoing maintenance of the Cityworks system- which is not provided by Trimble/Azteca- is necessary to add new features or support specific projects on an as-needed basis.
To enhance the City’s asset management capabilities, a Request for Proposals (RFP) was issued seeking a qualified firm(s) to provide Asset Management Software and Implementation Services (Exhibit 1). To offer the City a broader range of software solutions, asset management implementation firms were allowed to partner with thirdparty software providers. Upon award of the agreement, the City would allow the selected firm to provide on-call services to maintain and update the Cityworks software.
RFP No. 24-129 was issued on October 29, 2024 on the City’s online bid management and publication system, Planetbids. A summary of vendor participation and results is as follows:
City Council 16 – 1 3/4/2025
Cityworks Maintenance Agreement
March 4, 2025
1050 Vendors Notified
20 Santa Ana Vendors Notified
29 Vendors Downloaded the Bid Packet
2 Proposals Received
0 Proposals Received from Santa Ana
Vendors
Proposals were solicited, opened on October 29, 2024, and evaluated. Two proposals were submitted by the RFP deadline and both were determined to be responsive to the specifications and met the City’s requirements. Proposals were scored by a staff panel and were rated based on responsiveness to the RFP, experience of the firm, and pricing. Staff recommends the approval of the agreement with Woolpert, Inc. (Exhibit 2). as they demonstrated the most relevant expertise, capacity, and experience as specified in the RFP (Exhibit 3). In addition, Woolpert has been the historical provider of this service and is familiar with the city’s current Cityworks infrastructure. Woolpert’s previous on-call agreement expired January 15, 2025. An extended negotiation of contract terms necessitated a delay of the award to the current council date. Because this is an on-call agreement, no disruption to Cityworks services was experienced.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with the action.
FISCAL IMPACT
Funds are budgeted and available for expenditure in the Fiscal Year 2024-2025 budget and subsequent fiscal years will be included in the proposed budgets for City Council consideration. The funds will be budgeted and available for this item in the accounts below.
Fiscal
Year
Accounting
UnitAccount #
Fund
Description
Accounting Unit,
Account
Description
Total
2024-25 10117601-
62300
Public Works –
Administration &
Planning
Public Works –
Admin Services –
Contract Services
Professional
$60,000
2025-26 10117601-
62300
Public Works –
Administration &
Planning
Public Works –
Admin Services –
Contract Services
Professional
$60,000
2026-27 10117601-
62300
Public Works –
Administration &
Planning
Public Works –
Admin Services –
Contract Services
Professional
$60,000
City Council 16 – 2 3/4/2025
Cityworks Maintenance Agreement
March 4, 2025
Fiscal
Year
Accounting
UnitAccount #
Fund
Description
Accounting Unit,
Account
Description
Total
OPTIONAL EXTENSIONS
2027-28 10117601-
62300
Public Works –
Administration &
Planning
Public Works –
Admin Services –
Contract Services
Professional
$60,000
2028-29 10117601-
62300
Public Works –
Administration &
Planning
Public Works –
Admin Services –
Contract Services
Professional
$60,000
TOTAL $300,000
EXHIBIT(S)
1. RFP for Cityworks On-Call Maintenance
2. Agreement with Woolpert
3. Woolpert Submittal
Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency Approved By: Alvaro Nuñez, City Manager
City Council 16 – 3 3/4/2025
REQUEST FOR PROPOSALS NO. 24-129
FOR
TRIMBLE CITYWORKS CONSULTANT SERVICES
CITY OF SANTA ANA
KEY RFP DATES: The schedule below is tentative and subject to change at the discretion of City, with appropriate notice to prospective Proposers.
Issue Date: Tuesday, October 29, 2024
Deadline for Questions: Tuesday, November 05, 2024, 4:00 P.M.
Proposal Due Date: Thursday, November 14, 2024, 4:00 P.M.
EXHIBIT 1
City Council 16 – 4 3/4/2025
CITY OF SANTA ANA
TABLE OF CONTENTS
I. BACKGROUND ........................................................................................................................... 3 II. OVERVIEW OF PROJECT .......................................................................................................... 3 III. TERM OF AGREEMENT ............................................................................................................. 3 IV. MINIMUM QUALIFICATIONS ...................................................................................................... 3 V. RESPONSE TO RFP .................................................................................................................. 3 VI. CERTIFICATIONS (ATTACHMENTS) ......................................................................................... 7 VII. REFERENCES ............................................................................................................................ 8 VIII. MINIMUM SCOPE AND LIMIT OF INSURANCE ......................................................................... 8 IX. SELECTION PROCEDURES & CRITERIA ................................................................................. 8 X. WITHDRAWALS.......................................................................................................................... 9 XI. GENERAL TERMS AND CONDITIONS ...................................................................................... 9 XII. AWARD OF AGREEMENT ........................................................................................................ 14 XIII. IMPLEMENTATION ................................................................................................................... 14
EXHIBITS
Exhibits provided herein for Proposers’ reference only.
EXHIBIT I – SCOPE OF SERVICES
EXHIBIT II – SAMPLE AGREEMENT
ATTACHMENTS
A PROPOSER’S CERTIFICATION, PROPOSAL ITEM PRICING
B REFERENCES
C PROPOSER’S STATEMENT
D NON-COLLUSION AFFIDAVIT
E NON-LOBBYING CERTIFICATION
F NON-DISCRIMINATION CERTIFICATION
City Council 16 – 5 3/4/2025
CITY OF SANTA ANA
I. BACKGROUND
The City of Santa Ana, California, is rich in culture and pride, the county seat of Orange County, and encompasses an area of approximately 27 square miles. For more information, please visit https://www.santa-ana.org/
II. OVERVIEW OF PROJECT
The City of Santa Ana (City) is seeking proposals from qualified firms and organizations (Proposers) to provide administrative support in maintaining the Trimble Cityworks system. This includes on-call technical support, data management, reporting, staff training and other support functions. See EXHIBIT I for complete Scope of Services.
The term “Vendor”, “Proposer”, “Firm”, “Consultants”, and “Contractor” shall refer to any legal entity or entities submitting a proposal in response to this Request for Proposals (RFP).
III. TERM OF AGREEMENT
The anticipated term of the agreement is for an initial period of three (3) years. The City may, at its discretion, extend the agreement with the same or more limited scope of required services for two (2) additional one (1) year periods, upon mutual agreement contingent upon City Council approval, or City Manager or City Attorney authorization, as appropriate. The total term of the awarded agreement shall not exceed five (5) years.
Usage is not guaranteed. Execution of an agreement between the City and successful firm(s) and/or individual(s) does not guarantee work throughout the duration of the contract period.
Numerous factors will be evaluated by the City in its delivery of project and assignments, including technical expertise required.
IV. MINIMUM QUALIFICATIONS
1) Consultant must have extensive knowledge of Trimble Cityworks platform and have multiple years of experience supporting public-sector clients.
2) Contractor must have been in business continuously for the most recent five (5) years prior to the date of this RFP.
3) Minimum three (3) most recent years of experience performing similar services as those detailed in the Scope of Services section of this RFP.
V. RESPONSE TO RFP
A. SUBMITTAL INSTRUCTIONS
It is the responsibility of the Proposer to ensure that any proposals submitted have been uploaded to PlanetBids prior to the RFP due date and time. Proposals, including all required sections and forms, shall be submitted electronically via the City’s Bid Management System, PlanetBids. No other form of submittal will be accepted.
PlanetBids will not accept late proposals and no exceptions shall be made. Proposers will receive an e-bid confirmation number with a time stamp from PlanetBids indicating that their City of
City Council
Santa Ana RFP 24-129
16 – 6 3/4/2025
CITY OF SANTA ANA
proposal was submitted successfully. The City will only receive and consider those proposals that were transmitted successfully. Submit proposal online at:
http://www.planetbids.com/portal/portal.cfm?CompanyID=20137.
Proposer shall be solely responsible for informing itself with respect to the proper utilization of the bid management system, for ensuring the capability of their computer system to upload the required documents, and for the stability of their internet service. Failure of the Proposer to successfully submit an electronic proposal shall be at the Proposer’s sole risk and no relief will be given for late and/or improperly submitted proposals. Proposers experiencing any technical difficulties with the bid submission process may contact PlanetBids at (818) 992- 1771. Questions of an operational nature may be directed to the City’s assigned Buyer.
Neither the City, nor PlanetBids, makes any guarantee as to the timely availability of assistance, or assurance that any given problem will be resolved by the bid submission deadline.
Proposals shall NOT be sent via telegraphic, electronic, or facsimile means.
All notifications, updates and addenda will be posted online on PlanetBids at https://www.planetbids.com/portal/portal.cfm?CompanyID=20137. Proposers shall be responsible for monitoring the site to obtain information regarding this solicitation. Failure to respond to required updates may result in a determination of a nonresponsive proposal.
B. COMMUNICATION / CONTACT WITH CITY STAFF
Unless otherwise authorized herein, Proposers who are considering submitting a proposal in response to this RFP, or who submit a proposal in response to this RFP, are only to communicate with the assigned Project Coordinator(s), and no other City staff about this RFP from the date this RFP is issued until a contract is awarded. The City will provide all official communication concerning this RFP in writing via the City’s Bid Management System, PlanetBids.
The City will not be responsible for or bound by any oral communication or any other information or contact that occurs outside the official communication process specified herein, unless confirmed in writing by the designated Project Manager(s).
C. REQUEST FOR INFORMATION OR CLARIFICATION / QUESTIONS Questions regarding this RFP shall be submitted via PlanetBids. Responses to all questions will be posted on PlanetBids no later than the date and time shown at the schedule of key RFP dates on the cover page of this RFP. All prospective Proposers are advised to visit PlanetBids on a regular basis as responses may be posted earlier than the date above (if applicable). No verbal requests or responses will be accepted. Significant interpretations or clarifications will be addressed via addenda to this RFP.
Significant interpretations or clarifications and responses to questions received by the deadline will be addressed via addenda to this RFP, which will be released and posted on PlanetBids under the “Addenda/Emails” tab.
General process questions may be directed to the following:
Megan Ornelas
Buyer
Email: [email protected]
City of
City Council
Santa Ana RFP 24-129
16 – 7 3/4/2025
CITY OF SANTA ANA
D. EXCEPTIONS
Requests submitted for City’s consideration of proposed terms and conditions, including modifications to the City’s RFP and/or Contract terms and conditions must be submitted by the deadline for questions. Such requests should include an attachment in Word or PDF format on formal company letterhead that shows the requested modifications. Should the Proposer be considered for award recommendation and progress into the negotiations phase, the requests for exceptions or modifications to the City’s terms and conditions will be discussed at that time. The City will not accept any requests after the deadline for questions and reserves the right to reject or strike any requests for exceptions or additional terms and conditions related to Agreement, RFP, and insurance and indemnification terms and conditions.
E. ADDENDA
Any changes in RFP from the date of release to date of submittal will result in an addendum or amendment. Notification of such addendum or amendment shall be posted on City’s PlanetBids system, https://www.planetbids.com/portal/portal.cfm?CompanyID=20137.
Proposers shall be responsible for monitoring the site to obtain information regarding this solicitation.
F. UNDERSTANDING PROPOSAL
It is the responsibility of each Proposer to inquire about any criteria, condition, term, provision, or requirement of the RFP that the Proposer does not understand. Responses to inquiries, if they significantly change or clarify the RFP requirements or any aspect of the procurement process, will be forwarded by addenda to all Proposers. The City will not be bound by any oral responses to inquiries. By submitting proposals, Proposers assert that they have fully read the RFP and any addenda issued by the City, the proposed Contract and any other Contract Documents, and affirm that the terms and conditions stated therein are fully understood and are acceptable to the Proposer. Each Proposer accepts the terms and conditions of the Contract Documents and indicates their ability and willingness to perform the requested services under such terms and conditions. Any exceptions to the terms and conditions set forth in the Contract Document shall be submitted to the City by the deadline to submit requests for information or clarification/questions set forth herein.
G. PROPOSAL CONTENTS
Proposals are to be prepared in such a way as to provide a straightforward, concise delineation of capabilities to satisfy the requirements of this RFP. Colored displays, promotional materials, photographs etc., are not necessary or desired. Emphasis should be concentrated on conformance to RFP instructions, responsiveness to the RFP requirements, and on completeness and clarity of content. Digital dividers and clear organization of content and material are encouraged.
1. Statement of Qualifications (SOQ)
SOQ must include a Table of Contents and be limited to a maximum of 20 pages (excluding City’s required Certifications listed in Section VIII below; Proposal Cover Letter, section dividers, table of contents, front/back cover pages). The page limitation includes all appendices, attachments, and supplemental information. Additionally, SOQ must include the following:
a. Cover Letter
Proposals shall include a letter signed by a principal or authorized representative who can make legally binding commitments for the entity. Include type of business entity.
Cover Letter shall not exceed one page.
City of
City Council
Santa Ana RFP 24-129
16 – 8 3/4/2025
CITY OF SANTA ANA
Cover letter must be addressed to the following City Project Manager:
Trevor Burgan, Principal Programmer Analyst
City of Santa Ana – Information Technology Department
20 Civic Center Plaza
Santa Ana, CA 92701
b. Services Provided
A description of proposed services to be provided and how they meet the needs of the City as described in EXHIBIT I – Scope of Services.
c. Agreement Statement
Proposal shall include a statement outlining your concurrence or reference to concerns previously submitted with any and all provisions as contained in EXHIBIT II – Sample Agreement of this RFP (if any).
d. Firm and Team Experience
Proposal shall include a profile of the firm’s experience including the following:
i. A general description of the firm, including size and number of employees working directly with the City on this agreement.
ii. Firm’s nearest address serving the City of Santa Ana and headquarters address.
iii. Name and contact information of the supervising Project Manager/Principal Agent, to be assigned to the agreement. The Project Manager/Principal Agent shall be the primary contact person to represent your firm and will be the person to conduct the presentation, if invited to an interview. iv. Resumes for all key staff proposed describing relevant experience. e. Proposed Work Plan
Proposal shall include a statement demonstrating the firm’s understanding of the Scope of Services.
Additionally, proposed work plan shall include Proposers’:
i. Anticipated approach to performing services as specified herein; ii. Suggestions or special concerns the evaluation committee should take into consideration (if any);
iii. Description of deliverables and implementation plan. Proposer shall submit a general description of the deliverables, implementation plan, and timeline. f. References: Attachment B – References shall be submitted for similar projects performed for state and/or similar government clients.
2. Cost Proposal
All Proposers are required to submit a fixed rate fee with their Cost Proposal. Pricing instructions should be clearly defined to ensure fees proposed can be compared and evaluated. Cost Proposal must include a payment schedule if applicable. City reserves the right to negotiate compensation and/or payment schedule prior to award of any City of
City Council
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16 – 9 3/4/2025
CITY OF SANTA ANA
resulting agreement. When applicable, if providing hourly rate sheets, Proposer shall not include rate ranges or averages.
The City shall not provide reimbursement for travel-related expenses, mileage, parking, lodging, meals, incidental fees, insurance, freight/shipping and handling/delivery, and any other business expenses, supplies and materials related to providing services as specified herein. Additional costs will not be considered and will not be reimbursed by the City, therefore, such costs must be absorbed in Proposer’s cost proposal fee structure.
Any language related to travel reimbursement shall be stricken from the document by the City and if not stricken, shall be deemed invalid.
Proposals shall be valid for a minimum of one hundred eighty (180) days following Proposal deadline. The cost for developing the Proposal is the sole responsibility of the Proposer. All Proposals submitted become property of the City.
Pricing shall remain firm for the entire initial Agreement term. Thereafter, any proposed pricing adjustment for follow-on renewal periods shall be submitted to the City Representative in writing at least ninety (90) days prior to the new Agreement term. The City reserves the right to accept, reject, or negotiate any proposed pricing adjustment not to exceed the Bureau of Labor Statistics Consumer Price Index (CPI) data as follows:
Los Angeles-Long Beach-Anaheim, CA; All Urban Consumers; Not Seasonally Adjusted; annualized change comparing the most recent month’s reported data to the same month of the prior year. (This information may be found on the U.S. Department of Labor’s website at www.bls.gov.)
VI. CERTIFICATIONS (ATTACHMENTS)
In addition to the SOQ, Narrative/Technical Proposal, and Cost Proposal, the following forms, included in this RFP, shall be signed and included as part of the proposal submittal package:
Attachment A: Proposer’s Certification and Proposal Item Pricing Attachment B: References
Attachment C: Proposer’s Statement
Attachment D: Non-Collusion Affidavit
Attachment E: Non-Lobbying Certification
Attachment F: Non-Discrimination Certification
The proposal must be completely responsive to the RFP. Incomplete proposals will be deemed as nonresponsive and will be rejected. The City reserves the right to reject any or all proposals submitted and no representation is made hereby that any commitment will be awarded pursuant to this RFP or otherwise.
PLEASE NOTE:
All forms above must be signed by a representative of the Firm that is legally authorized to contractually bind the Proposer.
City will not waive notarization requirement when applicable on any of the required attachments.
City of
City Council
Santa Ana RFP 24-129
16 – 10 3/4/2025
CITY OF SANTA ANA
VII. REFERENCES
Contractor shall provide three (3) references from other similar public agencies for which services similar to those specified in this RFP have been performed, including contact names and telephone numbers. Use ATTACHMENT B – References. The respondent grants permission for the City to contact any individuals listed as references.
City may disqualify a Proposer if:
References fail to substantiate Proposer’s description of services and deliverables provided; or
References fail to support that Proposer has a continuing pattern of providing capable, productive, and skilled personnel, or
City is unable to reach the point of contact with reasonable effort. It is the Proposer’s responsibility to inform the point of contact(s) of normal City working hours.
VIII. MINIMUM SCOPE AND LIMIT OF INSURANCE
See EXHIBIT II – Sample Agreement
IX. SELECTION PROCEDURES & CRITERIA
A. Evaluation: The City will establish a proposal review committee. The review committee will evaluate proposals based on the response to the RFP, which includes adherence to outlined directions and format, and the City evaluation criteria set forth below.
B. Scoring Criteria: Proposers will be ranked by the review committee based on the following criteria:
CATEGORY POINTS
Responsiveness to RFP
Proposal’s compliance with the requirements of this RFP. Scope of Services offered including ability to provide optional services. The value to any new and/or innovative product or service suggestions or other new ideas and enhancements.
35 Experience of Firm and Personnel
The experience, resources, and qualifications of the firm and individuals assigned to this account, including manager, supervisor and assigned staff.
30 Proposed Pricing
Reasonableness of Cost 25
City of
City Council
Santa Ana RFP 24-129
16 – 11 3/4/2025
CITY OF SANTA ANA
C. Rankings: A final score will be calculated for each submitted proposal and used to rank Proposers. Based upon the foregoing criteria, all proposals shall be ranked by score. Only those proposals receiving a score above 70 will be considered for award. The City reserves the right to award the contract to any proposer(s) with a score above 70. The review committee will evaluate proposers based on their response to the RFP and the City evaluation criteria set forth above.
D. Interviews: The review committee may invite the proposers to interview. If invited to interview, Proposers must be prepared to include key personnel in the interview and/or presentation.
The City reserves the right to seek additional information from any or all Proposers invited to present proposals. A final score will be calculated for each submitted proposal and used to rank Proposers. City reserves the right to begin negotiations and enter into a contract without holding interviews, or further discussions.
E. Selection: The City is under no obligation to accept any proposal and reserves the right to negotiate with respondents as to fees and terms. The City may reject proposals at its sole discretion. If proposal fails to satisfy any requirements outlined in this RFP, it may be considered non-responsive and may be rejected.
The City shall not be obligated to accept the lowest priced proposals, but will make awards in the best interests of the City after all factors have been evaluated. The review committee will recommend the qualified Proposers to the City Council or City Manager for award of contract, as appropriate.
X. WITHDRAWALS
Proposers are responsible for verifying all prices and information before submitting a proposal.
Prior to the proposal due date, the Proposer or Proposer’s representative may withdraw the proposal by providing written notice of the proposal withdrawal to the City Contact/Project Manager. Verbal or telephonic withdrawals are not permissible.
XI. GENERAL TERMS AND CONDITIONS
A. AMERICANS WITH DISABILITIES ACT
The awarded Contractor hereby certifies that it will comply, as applicable, with the Americans with Disabilities Act of 1990 (“ADA”), 42 USC §§ 12101 et seq., and its implementing regulations, including Subtitle A, Title II of the ADA. Contractor will not discriminate against persons with disabilities nor against persons due to their relationship to or association with a References
References that are similar in size and project scope to the City. 10
TOTAL POSSIBLE SCORE
(Before interviews – if held) 100
Interviews
The City reserves the right to conduct interviews with the highest-rated firm(s). In the event the City does perform an interview process, the following is the maximum number of additive points that may be applied to the proposal score. Total possible score may exceed 100 points. 20 City of
City Council
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16 – 12 3/4/2025
CITY OF SANTA ANA
person with a disability. Any contract entered into by the awarded Contractor (or any subcontract thereof), relating to this RFP, shall be subject to the provisions of this paragraph.
B. CITY BUSINESS LICENSE
The selected proposer must obtain a City of Santa Ana Business License prior to the execution of a contract and must provide a copy to the Buyer assigned to this RFP. The awarded party shall maintain a current business license throughout the term of the resulting contract. Procedure to obtain a City of Santa Ana Business License is available by contacting the Finance and Management Services, Business Tax Office at (714) 647-5447 or on the City’s website: www.santa-ana.org
C. CITY RIGHT TO REJECT
The City reserves the right to reject any or all proposals submitted and no representation is made hereby that any agreement will be awarded pursuant to this RFP or otherwise. The City reserves the right to accept or reject the combined or separate components of this proposal in part or in its entirety or to waive any minor inconsistency, informality or technical defect in the proposal.
D. CONFLICT OF INTEREST
Contractor shall exercise reasonable care and diligence to prevent any actions or conditions that could result in a conflict with the best interests of the City. This obligation shall apply to the Contractor; the Contractor’s employees, agents, and Subcontractors associated with accomplishing work and services hereunder. The Contractor’s efforts shall include, but not be limited to, establishing precautions to prevent its employees, agents, and Subcontractors from providing or offering gifts, entertainment, payments, loans or other considerations which could be deemed to influence or appear to influence City staff or elected officers from acting in the best interests of the City.
Each Proposer must disclose any existing or potential conflict of interest relative to the performance of the contractual services resulting from this RFP. Any such relationship that might be perceived or represented as a conflict should be disclosed. The City reserves the right to disqualify any Proposer on the grounds of actual or apparent conflict of interest.
No person, firm, or subsidiary thereof who has been awarded this Contract may be awarded a Contract for the provision of services, the delivery of supplies, or the provision of any other related action which is required, suggested, or otherwise deemed appropriate as an end product of this Contract. Therefore, Contractor is precluded from contracting for any work recommended as a result of this Contract.
E. CONTRACTOR’S EXPENSE
Pre-Contractual Expenses: The City is not liable for any costs incurred by Proposers prior to entering into a formal contract. Costs of developing a response to this RFP, are entirely the responsibility of the Proposer, and shall not be reimbursed in any manner by the City. Precontractual expenses are not to be included in the cost proposal. Pre-contractual expenses include, but are not limited to, preparation of the proposal, submission of the proposal and additional information, attendance at pre-proposal conference, negotiating any matter related to this RFP with City, and/or any other expenses incurred by the Proposer prior to the date of award and execution, if any, of the contract.
Other Expenses: The Contractor will be responsible for all costs related to photo copying, telephone communications, fax communications, and parking while on City sites during the performance of work and services under this Contract.
City of
City Council
Santa Ana RFP 24-129
16 – 13 3/4/2025
CITY OF SANTA ANA
F. CONTRACTOR’S PROJECT MANAGER/KEY PERSONNEL
Except as formally approved by the City, the key personnel identified in Contractor’s proposal shall be the individuals who will actually complete the work. Changes in staffing must be reported in writing and approved by the City. The City shall have the right to require the removal and replacement of the Contractor’s Project Manager and key personnel under the awarded contract. The City shall notify the Contractor in writing of such action. The City is not required to provide any reason, rationale, or additional factual information if it elects to request any specific key personnel be removed from performing services under the awarded contract. The City shall review and approve the appointment of the replacement for the Contractor’s personnel. Said approval shall not be unreasonably withheld.
Standards of Conduct: Contractor’s personnel shall be courteous and maintain good working relationships with all stakeholders, state or outside agencies, other team members and staff within the City.
G. COST PROPOSAL
The awarded Contractor agrees to provide the purchased services at the costs, rates, and fees as set forth in their Fee Schedule in response to this RFP. No other costs, rates or fees shall be payable to the awarded Subcontractor for implementation of their proposal.
H. DATA RETENTION
Contractor shall be responsible for retaining data, records, and documentation for the preparation of required items. These materials shall be made available to and as requested by City.
All materials, documents, data or information obtained from the City Data files or any City medium furnished to Contractor in the performance of an awarded contract will at all times remain the property of the City. Such data or information may not be used or copied for direct or indirect use by Contractor after completion or termination of this Contract without the express written consent of the City. All materials, documents, data or information, including copies, must be returned to the City at the end of the contract.
All data, documents and other products used, developed, or produced during response preparation of the RFP will become property of the City. All responses to the RFP shall become property of the City. Proposer information identified as proprietary shall be maintained confidential, to the extent allowed under the California Public Records Act.
I. DRUG-FREE WORKPLACE
The awarded Contractor certifies compliance with Government Code Section 8355 in matters relating to providing a drug-free workplace. Failure to comply with these requirements may result in suspension of payments under the Contract or termination of the contract or both, and the Contractor may be ineligible for award of any future City contracts.
J. EXAMINATION
Proposer represents that it has thoroughly examined and become familiar with the services and responsibilities required this RFP and that it is capable of effectively and efficiently performing quality work to achieve the City’s objectives. Any attachments referenced herein or any interpretations, clarifications or amendments subsequently posted in relation to this RFP are fully incorporated.
City of
City Council
Santa Ana RFP 24-129
16 – 14 3/4/2025
CITY OF SANTA ANA
Any irregularities or lack of clarity in the RFP should be brought to the designated City Contact/Project Manager’s attention as soon as possible so that corrective addenda may be furnished to prospective Proposers.
Proposals which appear unrealistic in the terms of technical commitments, lack of technical competence, or are indicative of failure to comprehend the complexity and risk of this contract, may be rejected.
K. EXECUTION OF AGREEMENT
Upon successful negotiations, the City and the selected Proposer will enter into an Agreement similar to that as shown in EXHIBIT II – Sample Agreement of this RFP. If a Proposer is unwilling or unable to execute an Agreement within thirty (30) days after being notified of selection under this RFP, the City reserves the right to disqualify them without any further obligation
L. FISCAL NONFUNDING CLAUSE
In the event sufficient budgeted funds are not available for a new fiscal period, the City shall retain the right to notify the provider of such occurrence in writing at least thirty (30) days before the end of the current fiscal period and terminate the contract on the last day of the current fiscal period without penalty or expense to the City.
M. INDEPENDENT CONTRACTOR
Contractor is considered an independent Contractor and neither Contractor, its employees, nor anyone working under Contractor will be considered an agent or an employee of City.
Neither Contractor, its employees, nor anyone working under Contractor, will qualify for workers’ compensation or other fringe benefits of any kind through City.
N. JOINT OFFERS/SUBCONSULTANTS
Where two or more Proposers desire to submit a single proposal in response to this RFP, they should do so on a prime sub-consultant basis. The City intends to contract with a single firm, also known as the prime, and not with multiple firms doing business as a joint venture.
Should the use of sub-consultants be offered, the Proposer shall provide the same assurances of competence for the sub-consultant plus the demonstrated ability to manage and supervise the subcontracted work. Sub-consultants shall not be allowed to further subcontract with others for work under the Agreement. The provisions of the Agreement shall apply to all sub-consultants in the same manner as the Proposer. The proposer is responsible for all the actions taken by their sub-contractor.
The City reserves the right to reject, replace and approve any and all Subcontractors. All Subcontractor(s) shall be identified in the response to the RFP and the City reserves the right to reject any proposed Subcontractor(s). Subcontractors shall be the responsibility of the prime Contractor and the City shall assume no liability of such Subcontractors.
O. LITIGATION STATUS
Each Proposer must include in its proposal a complete disclosure of any alleged significant prior or ongoing contract failures, any civil or criminal litigation or investigation pending which involves the Proposer or in which the Proposer has been judged guilty or liable. Failure to comply with the terms of this provision will disqualify any proposal. The City reserves the right to reject any proposal based upon the Proposer’s prior history with the City or with any other party, which documents, without limitation, unsatisfactory performance, adversarial or contentious demeanor, significant failure(s) to meet contract milestones or other contractual failures.
City of
City Council
Santa Ana RFP 24-129
16 – 15 3/4/2025
CITY OF SANTA ANA
P. NEGOTIATIONS
The City reserves the right to negotiate final contract terms with any Proposer selected. The contract between the parties will consist of the RFP together with any modifications thereto, and the awarded Contractor’s proposal, together with any modifications and clarifications thereto that are submitted at the request of the City during the evaluation and negotiation process. In the event of any conflict or contradiction between or among these documents, the documents shall control in the following order of precedence: the final executed contract, the RFP, any modifications and clarifications to the awarded Contractor’s proposal, and the awarded Contractor’s proposal. Specific exceptions to this general rule may be noted in the final executed contract.
Negotiations shall be confidential and not subject to disclosure to competing Contractors unless and until an agreement is reached. If contract negotiations cannot be concluded successfully, the City reserves the right to negotiate a contract with another Contractor or withdraw the RFP.
Q. NON-PAYMENTS
Note that payments will NOT be made for any unsatisfactory work until corrected. In the event of nonpayment of undisputed sums by the City, Contractor shall give the City thirty (30) working days to cure the alleged breach.
R. OWNERSHIP OF DOCUMENTS
The City has permanent ownership of all directly connected and derivative materials produced under this contract by the Contractor. All documents, reports and other incidental or derivative work or materials furnished hereunder shall become and remains the sole property of the City and may be used by the City as it may require without additional cost to the City. Contractor shall provide the City copies of documents upon its request at any time. None of the documents, reports and other incidental or derivative work or furnished materials shall be used by the Contractor without the express written consent of the City.
S. PARKING
The City will not provide free parking and/or reimbursement for the cost of parking while providing services and conducting business with the City.
T. PROFESSIONAL STANDARDS
Contractor staff shall be courteous to the public and City staff utilizing facilities where Contractor is performing work, but shall be responsive only to the requests of the City’s Project Manager or designee. Contractor staff shall direct all inquiries to Project Manager or designee.
Contractor acknowledges that City locations consist of public-use facilities and recognizes the obligation to ensure Contractor personnel and agents maintain the highest level of professional standards in attire, decorum, and interaction with the public and City personnel.
U. PROJECT MANAGER
The selected Proposer will assume responsibility for all services in its proposal. The selected Proposer shall identify a sole point of contact, Project Manager, with the greatest knowledge in regard to the required service operations and contractual matters, including payment of any and all charges resulting from the Agreement.
City of Santa Ana
City Council
RFP 24-129
16 – 16 3/4/2025
CITY OF SANTA ANA
V. PROPOSAL VALIDITY
Services, pricing, and warranties indicated in a Proposer’s Proposal must be valid for a period of 180 days at minimum after the submission of the Proposal.
W. PUBLIC AGENCIES
Other public agencies, as defined by California Government Code Section 6500, may choose to use the terms of this Contract, subject to Contractor’s acceptance. The City is not liable or responsible for any obligations related to a subsequent contract between Contractor and another public agency.
X. PUBLIC RECORDS
Proposals will become public record after the award of a contract unless the proposal or specific parts of the proposal can be shown to be exempt by law. Each Proposer may clearly label all or part of a proposal as "CONFIDENTIAL" provided that the Proposer thereby agrees to indemnify and defend the City for honoring such a designation. The failure to so label any information that is released by the City shall constitute a complete waiver of any and all claims for damages caused by any release of the information. Proposer information identified as proprietary shall be maintained confidential, to the extent allowed under the California Public Records Act.
Y. SUBCONTRACTORS
Proposals in response to this RFP must identify any Subcontractors, and outline the contractual relationship between the Awarded Subcontractor and each Subcontractor. An official of each proposed Subcontractor must sign, and include as part of the proposal submitted by the Prime Contractor, a statement to the effect that the Subcontractor has read and will agree to abide by the awarded Contractor’s obligations. Any Subcontractor proposed after award of contract must be approved by the City before commencement of work.
The City will look solely to the awarded Contractor for the performance of all contractual obligations which may result from an award based on this RFP, and the awarded Contractor shall not be relieved for the non-performance of any or all Subcontractors.
XII. AWARD OF AGREEMENT
Selected Contractor(s) will be notified in writing. Any award is contingent upon the successful negotiation of final contract terms.
A. EXECUTION OF AGREEMENT
A standard agreement is included as EXHIBIT II Sample Agreement of this RFP. “Proposer” will hereinafter be referred to as “Consultant” or “Contractor” in standard agreement. The term of the agreement will begin after the agreement is fully executed, and all required bonds, insurance documents and contents of the payment information packet have been received and approved.
XIII. IMPLEMENTATION
A. KICK-OFF MEETINGS
The successful proposer will be required to meet with City staff prior to commencement of services or at any time as required by the City, to discuss and agree on operational issues including transition of services and scheduling.
City of Santa Ana
City Council
RFP 24-129
16 – 17 3/4/2025
CITY OF SANTA ANA
Consultant shall perform services as set forth below.
The City of Santa Ana is in need of a Trimble Cityworks support Consultant that shall assist the City with Cityworks related tasks, including but not limited to:
On-call support for Cityworks system errors and issues. Assisting with Cityworks system version upgrades.
Configuring new asset types, work orders, inspections, and service requests. Assisting with the creation of new GIS data for use as assets inside Cityworks. Support Cityworks system expansion to other divisions in the City via separately quoted implementation projects (project-based pricing).
Making modifications and improvements to reports and data management. User/role permission configuration changes.
Import/Export of data (Cityworks information, GIS data, etc.). Updates to existing configurations and forms.
Configuring custom reports in Crystal Reports and ArcGIS Dashboards. Cityworks Integration support for future City 311 app/system. On-site and remote training and staff deployment support. Support for onboarding new City contractors, including training and form and dashboard configuration as well as limited QAQC of data entry as requested. Other Cityworks support as needed.
The City desires a consultant that shall provide remote support assistance, including meeting with City GIS Staff and other Cityworks system users, discussing software capabilities and enhancements, and answering questions. For project related work, the City may require on-site training or on-site meetings with staff (depending on project requirements).
For on-call support, the City requires pricing based on hourly rates for time and materials. For more involved projects, the City also requires project-based pricing options.
The Consultant must have extensive knowledge of the Trimble Cityworks platform and have multiple years of experience supporting public-sector clients. The consultant shall provide references from three recent public sector clients with a contract date within the last five years.
EXHIBIT I
SCOPE OF SERVICES
City of Santa Ana
City Council
RFP 24-129
16 – 18 3/4/2025
CITY OF SANTA ANA
CONSULTANT AGREEMENT
CITY OF SANTA ANA
THIS AGREEMENT is made and entered into on this day of , 20__ by and between ___________________________________________________________, (“Consultant”), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (“City”).
RECITALS
A. The City desires to retain a Consultant having special skill and knowledge in the field of:
B. Consultant represents that Consultant is able and willing to provide such services to the City.
C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in Scope of Services - Exhibit A, attached hereto and incorporated by reference.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services for City, the rates and charges identified in Compensation - Exhibit B. The total amount to be expended during the term of this Agreement shall not exceed $xxxxxx.
b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City.
3. TERM
This Agreement shall commence on [enter a Start Date or “the date first written above”] for a three (3) year term with the option for the City to grant up to a two (1)-year renewals, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employeremployee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social
EXHIBIT II
SAMPLE AGREEMENT
City of Santa Ana RFP 24-129 Page 16 of 30
SAMPLE
City Council 16 – 19 3/4/2025
CITY OF SANTA ANA
security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”).
Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.
6. INSURANCE
The selected Proposer shall provide the required evidence of insurance coverage as set forth in the standard agreement within ten (10) business days after receipt of Notice of Intent to Award. Contractor must maintain, for the duration of its contract, insurance coverages as required by the City.
Company shall procure and maintain for the duration of the contract insurance against claims for security breaches, system failures, injuries to persons, damages to software, and damages to property (including computer equipment), theft, or other misuse of Customer’s data, infringement of intellectual property, invasion of privacy and breach of data, which may arise from or in connection with the performance of the work hereunder by Company, its agents, representatives, or employees.
MINIMUM SCOPE OF INSURANCE
Coverage shall be at least as broad as:
1. Commercial General Liability (CGL): (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 general aggregate.
2. Technology Professional Liability Errors and Omissions Insurance (E&O): appropriate to the Consultant’s profession and work hereunder, with limits not less than $2,000,000 per occurrence and $2,000,000 aggregate. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by the Company in this agreement and shall include, but not be limited to, claims involving business interruption, damage to or destruction of electronic information, and alteration of electronic information. The policy shall provide coverage for Company’s failure to provide professional services and/or products under this Agreement. The Policy shall include, or be endorsed to include, damage to, alteration of, loss of, or destruction of electronic data and/or information “property” of Customer in the care, custody, or control of Company.
3. Automobile Liability (AL): Insurance Services Office Form CA 00 01 covering code 1 (any auto, with limits no less than $1,000,000 combined single limits.
4. Workers’ Compensation (W/C): as required by the State of California, with statutory limits, and Employer’s Liability insurance with limits of no less than $1,000,000 per accident, policy, employee, for bodily injury or disease.
If Company maintains broader coverage and/or higher limits than the minimums shown above for any line of coverage, Customer requires and shall be entitled to the broader coverage and/or the higher limits City of Santa Ana RFP 24-129 Page 17 of 30
SAMPLE
City Council 16 – 20 3/4/2025
CITY OF SANTA ANA
maintained by Company. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to Customer.
Other Insurance Provisions
The above required insurance policies are to contain or be endorsed to contain the following provisions:
1. City of Santa Ana, its City Council, its officers, officials, employees, agents, and volunteers are to be covered as additional insureds, under Company’s CGL, and E&O policies, with respect to any liability arising out of work or operations performed by or on behalf of the Company including materials, parts, equipment, and personnel furnished in connection with such work or operations.
2. Company’s Insurance companies agree to waive all rights of subrogation against City of Santa Ana, its City Council, its officers, officials, employees, agents, and volunteers for losses paid under the terms of any policy which arise from work performed by Company under this Agreement.
3. For any claims related to this contract, Company’s insurance coverage shall be primary and any insurance maintained by City of Santa Ana, its City Council, its officers, officials, employees, agents, or volunteers shall not contribute with it.
4. A severability of interest provision must apply for all the additional insureds, ensuring that Company’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. Insurance policies required herein shall provide that coverage shall not be canceled, suspended, 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. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana, Attention:
(Name of Department Staff Responsible for Agreement), 20 Civic Center Plaza M-XX (Responsible Staff’s Department Mail Box), Santa Ana, CA 92701. The name and location of project must be included in the Description of Operations section of each certificate.
Self-Insured Retentions
Self-insured retentions must be declared to and approved by Customer. Customer may require Company to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.
Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state of California with a current A.M. Best rating of no less than A-:VII, unless otherwise acceptable to Customer.
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 (3) years after completion of work.
3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the contract effective date, Company must purchase “extended reporting” coverage for a minimum of three (3) years after completion of work.
City of Santa Ana RFP 24-129 Page 18 of 30
SAMPLE
City Council 16 – 21 3/4/2025
CITY OF SANTA ANA
Verification of Coverage
Company shall furnish Customer with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause).
Failure to obtain the required documents prior to the work beginning shall not waive Company’s obligation to provide them. Customer reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
Subcontractors
Company shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein.
Special Risks or Circumstances
Customer reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.
Failure to Maintain Insurance Coverage
If Company, for any reason, fails to maintain insurance coverage, which is required pursuant to this Agreement, for the entire term of this contract, the same shall be deemed a material breach of Agreement. Customer, at its sole option, may terminate this Agreement at any time and obtain damages from Company resulting from said breach.
7. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the 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 Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent 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.
8. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States’ letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement.
9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this City of Santa Ana RFP 24-129 Page 19 of 30
SAMPLE
City Council 16 – 22 3/4/2025
CITY OF SANTA ANA
Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement.
10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. “Confidential Information” shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City.
11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement.
12. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.
13. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and 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 Consultant or the City.
Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein.
14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Contractor, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City’s ability to have any of the services which are the subject to this Agreement performed by City personnel or by other Contractors retained by City.
15. TERMINATION
City of Santa Ana RFP 24-129 Page 20 of 30
SAMPLE
City Council 16 – 23 3/4/2025
CITY OF SANTA ANA
This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.
16. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
17. JURISDICTION - VENUE
This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement.
18. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement.
19. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons:
To City:
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:
Executive Director, ------- Agency
City of Santa Ana
20 Civic Center Plaza (M-xx)
P.O. Box 1988
City of Santa Ana RFP 24-129 Page 21 of 30
SAMPLE
City Council 16 – 24 3/4/2025
CITY OF SANTA ANA
Santa Ana, California 92702
Fax:
To Contractor:
A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded.
20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney’s fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. The Agreement is the final and complete agreement and any prior or contemporaneous agreements for similar services between the parties is superseded by this Agreement. This shall not apply where the Parties are currently engaged and Consultant is providing services not contemplated by this Agreement.
c. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.
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
City Clerk City Manager
APPROVED AS TO FORM:
SONIA R. CARVALHO CONSULTANT:
City Attorney
By:
Assistant City Attorney
Tax ID#
First & Last Name
Title
Consultant Firm Name
Address
City, State, Zip
Fax:
(name)
(title)
City of Santa Ana RFP 24-129 Page 22 of 30
SAMPLE
City Council 16 – 25 3/4/2025
CITY OF SANTA ANA
RECOMMENDED FOR APPROVAL:
Executive Director
[INSERT] Agency
SAMPLE ONLY
City of Santa Ana RFP 24-129 Page 23 of 30
SAMPLE
City Council 16 – 26 3/4/2025
CITY OF SANTA ANA
Certification - I certify that I have read, understand and agree to the terms and conditions of this Request for Proposals. I have examined the Scope of Services (Exhibit I) and am qualified to provide services being requested as specified herein. I understand and agree that I am responsible for reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal.
PROPOSER’S STATEMENT: I have read, understood and agree to the terms and conditions on all pages of the Request for Proposals. Upon request, I will transfer and deliver goods or services to the City in accordance with said terms and conditions.
__________________________________________________________________________________
LEGAL NAME OF COMPANY PHONE AND FAX NUMBERS
__________________________________________________________________________________
BUSINESS ADDRESS
__________________________________________________________________________________
PRINTED NAME OF AUTHORIZED AGENT TITLE
__________________________________________________________________________________
SIGNATURE OF AUTHORIZED AGENT DATE E-MAIL ADDRESS
__________________________________________________________________________________
FEDERAL ID NUMBER (IF APPLICABLE) CONTRACTOR LICENSE NUMBER (IFAPPLICABLE)
__________________________________________________________________________________
CITY OF SANTA ANA BUSINESS LICENSE NUMBER
(PLEASE PROVIDE IF AVAILABLE, BUT NOT REQUIRED UNTIL AND IF AN AWARD IS MADE TO PROPOSER.) THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
ATTACHMENT A
PROPOSER’S CERTIFICATION, PROPOSAL PRICING
City of Santa Ana
City Council
RFP 24-129
16 – 27 3/4/2025
CITY OF SANTA ANA
List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications.
REFERENCE
Customer Name:_________________________Contact Individual: ____________________________ Address: ________________________________Phone Number:
_______________________________ EMAIL: ____________________________________ Contract Amount: ________________________Year: ______________________________________ Description of supplies, equipment, or services provided:
__________________________________________________________________________________
REFERENCE
Customer Name:_________________________Contact Individual: ____________________________ Address: ________________________________Phone Number:
_______________________________ EMAIL: ____________________________________ Contract Amount: ________________________Year: ______________________________________ Description of supplies, equipment, or services provided:
__________________________________________________________________________________
REFERENCE
Customer Name:_________________________Contact Individual: ____________________________ Address: ________________________________Phone Number:
_______________________________ EMAIL: ____________________________________ Contract Amount: ________________________Year: ______________________________________ Description of supplies, equipment, or services provided:
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
ATTACHMENT B
REFERENCES
City of
City Council
Santa Ana RFP 24-129
16 – 28 3/4/2025
CITY OF SANTA ANA
Proposer understands and agrees that this written RFP (or any part thereof specifically designated and accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer and the City 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 Executive Director or his 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 proposer or deposited with the United States Postal Service properly addressed to the proposer with the correct postage affixed thereto.
Proposer further agrees that upon delivery (as defined above) of the accepted agreement he/she will furnish City all required bonds and certificate of liability insurance within ten (10) days (excluding Saturdays, Sundays and City’s legal holidays), or the funds, check, draft, or proposer’s bond substituted in lieu thereof accompanying this proposal shall become the property of the City and shall be considered as payment of damages due to the delay and other causes suffered by City because of the failure to furnish the necessary bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to ascertain; otherwise said funds, check drafts, or proposer’s bond substituted in lieu thereof shall be returned to the undersigned.
Proposer understands that a proposal is required for the entire work, that the estimated quantities set forth in the RFP schedule are solely for the purpose of comparing proposals, and that final compensation under the contract will be based upon the actual quantities of work satisfactorily completed.
All terms contained in the specifications, the certification of nondiscrimination by contractors, and the required insurance certificates are to be incorporated by reference into this agreement and are made specifically as part of this RFP.
Firm________________________________________________________________________________ Signed and Printed Name: ______________________________________________________________ Title ________________________________________________________________________________ Date
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
ATTACHMENT C
PROPOSER’S STATEMENT
City of
City Council
Santa Ana RFP 24-129
16 – 29 3/4/2025
CITY OF SANTA ANA
(Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA
In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the proposer declares that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from bidding; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham proposal.
Note: The above non-collusion affidavit is part of the proposal. Signing this proposal on the signature portion thereof shall also constitute signature of this non-collusion affidavit. Proposers are cautioned that making a false certification may subject the certifier to criminal prosecution.
Signed____________________________________________________________________________ State of ________, County of __________________________________________________________ Subscribed and sworn to (or affirmed) before me on this________ day of_____________, 20____, by ________________________, proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me.
________________________
Notary Public Signature Notary Public Seal
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
ATTACHMENT D
NON-COLLUSION AFFIDAVIT
City of
City Council
Santa Ana RFP 24-129
16 – 30 3/4/2025
CITY OF SANTA ANA
The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that:
(1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement.
(2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with its instructions.
This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.
The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly.
Signed:
Title:
Firm:
Date:
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
ATTACHMENT E
NON-LOBBYING CERTIFICATION
City of Santa Ana
City Council
RFP 24-129
16 – 31 3/4/2025
CITY OF SANTA ANA
The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows:
1. The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause.
2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin.
3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers’ representatives of the Consultant’s commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment.
4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor.
5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders.
1. In the event of the Consultant’s non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law.
2. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted 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
ATTACHMENT F
NON-DISCRIMINATION CERTIFICATION
City of Santa Ana
City Council
RFP 24-129
16 – 32 3/4/2025
CITY OF SANTA ANA
or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States.
8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter.
Signed:
Title:
Firm:
Date:
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
City of Santa Ana
City Council
RFP 24-129
16 – 33 3/4/2025
EXHIBIT 2
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Nabil Saba
Digitally signed by
Nabil Saba
Date: 2025.02.19
08:54:13 -08'00'
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Trimble Cityworks Consultant Services
City of Santa Ana
RFP #24-129
November 14, 2024
EXHIBIT 3
City Council 16 – 49 3/4/2025
Statement of Qualifications
Statement of Qualifications
City Council 16 – 50 3/4/2025
CITY OF SANTA ANA | TRIMBLE CITYWORKS CONSULTANT SERVICES 1 Table of Contents
Section A | Cover Letter………………………………………………………………………………………………………………………………..2 Section B | Services Provided.......................................................................................... 3 Section C | Agreement Statement .................................................................................... 4 Section D | Firm and Team Experience .............................................................................. 4 Section E | Proposed Work Plan ..................................................................................... 11 Section F | References ................................................................................................ 14 City Council 16 – 51 3/4/2025
CITY OF SANTA ANA | TRIMBLE CITYWORKS CONSULTANT SERVICES 2 November 14, 2024
Trevor Burgan, Principal Programmer Analyst
City of Santa Ana—Information Technology Department
20 Civic Center Plaza
Santa Ana, CA 92701
RE: RFP 24-129—Trimble Cityworks Consultant Services
Dear Mr. Burgan,
Woolpert, Inc. is pleased to present the City of Santa Ana with our proposal to continue as your Trimble Cityworks support consultant. Woolpert and many of the proposed project staff members have been your Cityworks Business Implementation Partner since 2018. Your implementation partnership with Woolpert has enabled the City to tap into our extensive knowledge base and industry-leading practices, delivering a seamless and successful high-value Cityworks Asset Management System (AMS) implementation.
As you move forward with your Cityworks journey and expansion throughout other departments and divisions, we are committed to supporting you in achieving your asset management goals and driving operational efficiency throughout the proposed contract duration. With Woolpert as your trusted partner, you can have confidence in our expertise and commitment to your success.
The achievements of Woolpert's clients in the Cityworks community stand unparalleled, with more Trimble awards presented to Woolpert clients than any other Cityworks business partner. Just this year alone, five of Woolpert’s clients were presented with Trimble awards at the annual Trimble Innovate Conference in Cleveland, Ohio. We are Cityworks’ first and only implementation partner to achieve a Specialty Designation due to our internationally recognized thought leadership and contributions to the advancement of asset management standards. With nearly 500 successful enterprise-class Cityworks implementations, Woolpert offers you an unsurpassed ability to deliver Cityworks support services that achieves your asset management objectives.
We greatly value the opportunity to work closely with you in tailoring our services to effectively meet your needs. If you have any questions or require further clarification regarding any aspect of our proposal, we encourage you to reach out to us at any time. We are always available to provide the assistance and information you require to make informed decisions and move forward with confidence.
Sincerely,
John Cestnick, PSM, IAM Bill Millinor, MS, GISP
Vice President | Program Director Project Manager
[email protected] [email protected]
305.903.4335 352.235.9542
● Alameda Water
District
● Bakersfield
● Burbank Water and
Power
● East Bay Regional Park
District
● Escondido
● Fremont
● Hesperia
● Long Beach
● Oakland
● San Diego Airport
● San Luis Obispo
● Santa Ana
● Santa Rosa
● Stockton
● West County
Wastewater District
● Water Replenishment
District
WOOLPERT‘S
CALIFORNIA
CITYWORKS
CLIENTS
City Council 16 – 52 3/4/2025
CITY OF SANTA ANA | TRIMBLE CITYWORKS CONSULTANT SERVICES 3 Section B | Services Provided
Woolpert fully understands that the City of Santa Ana needs a Trimble Cityworks support consultant that can assist with all Cityworks-related tasks including, but not limited to, general Cityworks support, troubleshooting, training, configuration, reporting, integrations, GIS services, and anything else related to the expansion and support of your asset management system of choice. Many clients who have engaged Woolpert for Cityworks implementations have chosen to extend their partnership by contracting Woolpert for additional ad-hoc support services. Our expert technical staff is readily available to assist client users, particularly for newer and smaller clients who may have limited technical resources to support their Cityworks implementation.
While Woolpert's Cityworks implementation services aim to train client users to achieve self-sufficiency in their day-to-day Cityworks support and usage, there are instances where additional assistance may be necessary or highly beneficial. Factors such as staff resignations, retirements, or position changes within the client organization can create gaps in the Cityworks support team.
Additionally, clients may seek to incorporate new functionalities, implement additional user interfaces, integrate systems, or request a follow-up health check to maximize the potential of their implementation.
To cater to these support needs, Woolpert typically establishes a separate task order or contract with clients to provide on-demand ad-hoc support services. These agreements are typically structured based on a time and materials fee arrangement, often with a specified dollar limit or maximum scope to provide cost control and transparency.
Below are examples of specific additional support services that Woolpert provides.
On-Demand On-Call Technical
Assistance
On-demand technical assistance addresses any questions, concerns, or issues related to Cityworks implementations. Clients have access to timely support from Woolpert's expert technical staff, helping them navigate challenges and maximize the benefits of their Cityworks implementation.
System Health Checks Many clients have seen benefits by having Woolpert conduct periodic system health checks to assess the performance and functionality of their Cityworks implementation.
These assessments help identify areas for improvement, optimize system configurations, and make sure that the software is aligned with the evolving needs of the client.
Customization and Integration
Support
Cityworks can be customized to meet specific requirements. This includes developing tailored workflows, configuring user interfaces, automation, and integrating Cityworks AMS with other software systems. By providing this support, Woolpert helps clients leverage the full potential of Cityworks and streamline their operational processes.
Training and User Support Additional training sessions and user support beyond the initial project implementation enables clients' staff members, including new hires or those transitioning to different roles, to receive the necessary training to effectively maximize the capabilities of their software. Ongoing training helps maximize user proficiency, promotes system adoption, and enables clients to fully leverage the software's capabilities.
System Upgrades and Enhancements As Cityworks releases updates, Woolpert assists clients in planning and implementing system upgrades. This includes assessing the impact of upgrades, performing testing and validation, and providing guidance throughout the upgrade process. Additionally, Woolpert helps clients explore new features and enhancements available in newer versions of Cityworks.
These additional support services from Woolpert demonstrate our commitment to providing comprehensive assistance to clients beyond the initial project implementation. By offering ongoing support and tailored services, Woolpert helps clients effectively utilize and optimize their Cityworks implementation to grow as their organization requires.
City Council 16 – 53 3/4/2025
CITY OF SANTA ANA | TRIMBLE CITYWORKS CONSULTANT SERVICES 4 Section C | Agreement Statement
Woolpert has reviewed the terms of the RFP and generally finds the terms to be acceptable, although Woolpert would like to have the opportunity to request certain modifications if fortunate enough to be awarded the contract. Woolpert is open to discussing alternatives and is confident that the parties will be able to develop and agree on mutually acceptable terms. • Section 6, Insurance (Other Insurance Provisions): Woolpert respectfully requests that “To the extent permitted by law” be added to the provision requiring Woolpert to waive subrogation rights for various insurance policies. Additionally, Woolpert requests that the provision concerning notice requirements for insurance regarding cancellations, suspensions, coverage being voided or reduced, not renewed, or materially changed be amended to clarify that Woolpert will provide such notice to the City. • Indemnification: Woolpert requests that the indemnification policy be written so as to tailor Woolpert’s indemnity obligations to the extent caused by Woolpert's negligence or willful misconduct, and that defense obligations be removed, as this is not covered by Woolpert's Professional Liability coverage. Woolpert has provided sample redlines for the City’s review, but is open to alternative suggestions the City may offer.
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for to the extent caused by personal injury, including death, and claims for property damage, which may arise from to the extent caused by 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 to the extent caused by the material breach of this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights to the extent caused by the material breach of this Agreement. 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.
Section D | Firm and Team Experience
Firm Profile
Woolpert is a multi-discipline, global, professional services firm with a keen focus on delivering exceptional value to our customers and their stakeholders. Over the course of Woolpert’s 114- year history, we have directed and implemented thousands of successful engineering, geospatial, technology, and asset management projects to the benefit of our diverse clients.
Through results-focused consulting, creative yet practical design, and the innovative application of technology, Woolpert’s team of nearly 2,600 global professionals generates unique, value-added solutions for our clients’ most complex challenges.
Woolpert has been implementing Trimble Cityworks and adjacent solutions for three decades. Over the course of nearly 500 successful enterprise class Cityworks implementations, we have established ourselves as Trimble’s leading implementation partner. Our customers’ successes are unmatched among the Cityworks user community. We are a Cityworks Platinum Implementation Partner, as well as the only Cityworks partner to receive a Specialty Designation based on our internationally recognized thought leadership and contributions to the advancement of asset management standards and best practices.
Woolpert Headquarters
4454 Idea Center Blvd.
Suite 100
Dayton, OH 45430
Nearest Support Office
720 S. Colorado Blvd.
Suite 1200-S
Glendale, CO, 80246
Nearest Local Office
3333 Michelson Dr.
Suite 300
Irvine, CA 92612
City Council 16 – 54 3/4/2025
CITY OF SANTA ANA | TRIMBLE CITYWORKS CONSULTANT SERVICES 5 Asset management consulting and software implementations are core competencies, and we continually invest in keeping ourselves at the front of the industry. We help our clients manage their assets through thoughtful program development and the application of supportive technology solutions. Our technology and advisory services include solving complex problems for our clients that typically, but not always, center around managing their infrastructure. In short, our team develops and implements asset management program road maps. We maintain a full suite of management consultants and technologists to support the required asset management, GIS, Computerized Maintenance Management System (CMMS), and integration services needed to successfully implement these types of programs.
Cityworks Experts
Cityworks AMS is foundational to your asset management objectives. Woolpert has a long history of successful Cityworks deployments and establishing strong partnerships with our clients. Woolpert partners with Trimble, Inc. beyond just the Cityworks solutions and can bring expertise to the City’s asset management initiatives around Cityworks Utility Permits, Trimble e-Builder, Unity IoT, Vegetation Management, and Trimble Unity AMS for Utilities. We work tirelessly to fully understand your overarching asset management drivers so that we can deliver high-value, best practices-driven asset sustainability solutions that leverage the Cityworks AMS and Trimble platforms and will serve your needs for many years. Infused with leading, internationally recognized best management practices, our asset management solutions will enable your City to proactively manage your asset sustainability programs and achieve your continuous improvement objectives.
Woolpert provides a team of experts and specialists with diverse backgrounds in Cityworks, Esri GIS, and Asset Management that are dedicated to delivering exceptional service and support for Cityworks AMS/Permit, Licensing, and Land (PLL), Esri GIS, and associated applications.
Asset Management Experts
Woolpert’s strategic consulting services allow our clients to establish asset management programs that help meet their internal and external service level commitments, manage risk, minimize total cost of ownership, and maximize the value derived from their infrastructure. Woolpert delivers strategic consulting and asset management solutions for utilities, airports, higher education, military, federal, state, and municipal government clients. Our experience is deep, and our expertise is broad.
Technology Services
We provide world-class, effective, and easy-to-use technology solutions. Our experts examine the people, processes, and technologies across your business—applying strategy, design, and implementation expertise along the way. We help our clients improve their service delivery to constituents by applying national and international standards, and best-practice deliverables.
Woolpert’s technology services offerings include:
• Asset management and permitting/licensing/land
management system implementations.
• IT consulting.
• Data conversion/collection.
• Enterprise solutions.
• Enterprise system architecture.
• Data reporting, dashboarding, and analysis.
• System integration development.
• GIS consulting and development.
• Asset data collection and condition assessment.
Advisory Services
Our advisory services practice guides clients in achieving the maximum value for their organization by providing a unique combination of expertise in the industry and management consulting. Our team of problem-solvers are dedicated to developing business and operational solutions throughout a program’s lifecycle while creating value for our clients through deep industry City Council 16 – 55 3/4/2025
CITY OF SANTA ANA | TRIMBLE CITYWORKS CONSULTANT SERVICES 6 understanding with proven experience. We leave clients with a methodology and framework that will continue to provide value long after our engagement is complete. Woolpert’s advisory services offerings include:
• Asset management program development/consulting.
• Business process optimization.
• Policy development/consultation.
• Asset lifecycle modeling.
• Capital Improvement Plan and Operations and
Maintenance strategy/program development.
• Training.
• Financing/funding consulting.
• Technology and integration.
Institute of Asset Management (IAM)
Woolpert is a corporate member of the IAM (https://theiam.org), a professional body for those involved in the acquisition, operation, and care of physical assets, especially critical infrastructure, and dedicated to furthering our knowledge and understanding of asset management. Woolpert boasts more than 20 asset management business unit staff that have been certified (by exam) by the IAM. Additionally, several of our senior consultants have gone on to earn (also by exam) their Advanced Asset Management diplomas.
International Standards Organization (ISO) Leaders
Senior members of our firm collaborate with other international asset management thought leaders on various national and international asset management committees, such as the ISO 55000 TC251. ISO 55000 standards represent the internationally accepted best-practices framework for creating and maintaining an asset management organization. Woolpert’s alignment with these specifications positions us to assist our clients in achieving ISO certification for asset management best practices. Woolpert is a key thought-leading firm that is part of these committees currently developing the next generation of international asset management standards and best practices.
GIS Experts
For more than 35 years, Woolpert has provided thousands of clients with GIS solutions. We have established ourselves as a leading geospatial services company. We provide unbiased, vendor-neutral recommendations to ensure the sensible application of technology that supports sustainable business processes and practices. We look at your unique set of challenges and objectives, and we implement the best solution for your specific needs—guided by our decades of experience and expertise. No matter what your project type, Woolpert has the GIS capability, familiarity, and relationships needed to identify and execute your project goals. Our GIS/IT practice has over 250 professional staff dedicated to GIS data conversion, consulting, systems/data integration, and application development.
Woolpert is a Gold-Level Esri partner and holds two specialty designations. • The Release Ready Specialty designation is only awarded to Esri business partners who can prove their expertise and capability in understanding, adopting, and promoting the latest versions of Esri technology. • Esri Partners in the ArcGIS Online Specialty are ready to help organizations maximize the use of the ArcGIS Platform with technology and industry expertise, ready-to-use apps, content, and services.
Woolpert’s GIS services span GIS needs assessment, business process analysis, GIS portfolio management, foundational solution architecture design, workflow creation, custom application development, and spatial solutions integration.
Why Woolpert?
• Trust. As consultants of choice, we value our long-term relationships with our clients built on our excellent service delivery and results oriented solutions.
• Expertise. Our team of senior advisors and skilled consultants have been embedded within the industry for an average of more than 30 years.
• Tailored Solutions. We bring the expertise and knowledge of solutions that have proven successful for clients in the past, but we never go into an engagement with a preconceived answer. • Lifecycle Approach. We engage with our clients in all stages of a portfolio lifecycle from strategic development to design, operations and maintenance, to disposal.
City Council 16 – 56 3/4/2025
CITY OF SANTA ANA | TRIMBLE CITYWORKS CONSULTANT SERVICES 7 Proposed Staff
Woolpert’s proposed team offers the City unparalleled expertise in work and asset management solutions, with a solid understanding of your goals and expectations. We have chosen the following team members not only for their qualifications and deep knowledge in the Cityworks solution, but also for the familiarity you have with them through previous and current project work. You can trust in our continued commitment to the City.
The key Woolpert personnel assigned to collaborate with the City of Santa Ana are highlighted below. Brief resumes are provided on the subsequent pages. Additional team members with comparable expertise are also available as needed to support the contract and the City.
“The Cityworks–Woolpert business partner relationship spans over 25 years, during which time Woolpert has established themselves as our most accomplished business partner. Woolpert’s Cityworks implementation professionals consistently perform at a high level in the implementation and support of our products.”
Mr. Brian L. Haslam | Founder and former President – Cityworks City Council 16 – 57 3/4/2025
CITY OF SANTA ANA | TRIMBLE CITYWORKS CONSULTANT SERVICES 8 Bill Millinor GISP
Project Manager/Primary Point of Contact
Bill has nearly 20 years of experience, primarily supporting local government, county, city, and utility clients in the implementation of the Cityworks AMS and PLL solution. His experience working with different practice lines gives him insight into various areas of an organization, enabling him to help clients to break down organizational silos during the implementation process. Clients appreciate Bill’s strong communication skills and firm approach when it comes to following good business practices to complete projects, making him an asset for any project team.
Bill is intimately familiar with the City of Santa Ana. He served as the Project Manager for the Cityworks support services contract, making sure resources, timelines, and the team’s daily work aligned with the City’s goals. He was also the Project Manager for Santa Ana’s Cityworks implementation for the Parks and Recreation Maintenance Department. Bill’s guidance of the Woolpert team during these implementation and support efforts included providing a more personalized approach to the City’s Cityworks environment. He will use his experiences and understanding of the City and its departments to manage the ongoing support services required under this contract.
Bill brings a wealth of experience of Cityworks management and support, including being the project manager for all three of the Woolpert references listed in this proposal.
Project Experience
Cityworks Implementation
Bill served as the Project Manager for the
City of Savannah (GA) in their efforts to
both upgrade their on-premise Cityworks
environment, and then to move their
entire Cityworks instance to the Cityworks
Online (CWOL) cloud hosted platform. His
management enabled the City to
streamline their operations and enhance
the quality of their services.
Cityworks Implementation
In support of the City of Westerville (OH),
Bill serves as the Project Manager for a
three-phase project to implement
Cityworks. He coordinates resources,
timelines, and work to lead the planning,
design, implementation, and live
production of the system. Bill makes sure
that all work is done within the City’s
schedule and budget expectations.
Transportation Cityworks
Bill serves as Project Manager for the
implementation of the Cityworks solution
for the DeKalb County (GA)
Transportation Division. He is responsible
for the team’s daily work, helping the
Division better track permits and develop
a strong record keeping system. Bill
oversees the project schedule, budget,
and resource planning.
As the Project Manager for this contract, Bill will be the primary point of contact and responsible for the overall success of your project.
EDUCATION
MS, Natural Resource Management
Graduate Certificate, Geographic Information Systems
BS, Forest Resources and Conservation
REGISTRATION/CERTIFICATIONS
Certified GIS Professional
City Council 16 – 58 3/4/2025
CITY OF SANTA ANA | TRIMBLE CITYWORKS CONSULTANT SERVICES 9
EDUCATION
Certificate, Civil Engineering
Technology
REGISTRATION
Certified GIS Professional
e-Builder Certified Professional
Jay Beadnell GISP
Cityworks System Analyst Lead
With more than 35 years of experience, Jay has supported numerous Cityworks AMS implementations for municipalities, utilities, including the City of Santa Ana. He analyzes business process to provide clients best practices for Cityworks configurations, configures software, and writes database system scripts, SQL scripts, and GIS schemas within Cityworks applications. Prior to working with Woolpert, Jay served as a Cityworks System Administrator at a North Carolina city, giving him first-hand insight and expertise to help clients navigate Cityworks effectively. Under this contract, Jay will be designated as the Lead Cityworks System Analyst for the project. In this capacity, Jay will oversee all Cityworks technical tasks, including conducting project workshops, configuring software, providing Cityworks training, performing testing, and managing system golive activities.
EDUCATION
BS Surveying Engineering
REGISTRATION
Professional Surveyor and
Mapper, FL
Certified Asset Management
John Cestnick PSM, IAM
Program Director/Vice President and Principal in Charge John has 27 years of experience in the design and implementation of asset management and maintenance management systems. As a Program Director for Woolpert’s Technology Services business unit, John leads teams of IT experts to meet clients’ diverse business needs and goals.
Most of his clients over the years has been city, county, and state governments. John is skilled at navigating the obstacles inherent to complex GIS and asset management projects, serving as a knowledgeable and responsive consultant and program director. He prioritizes client satisfaction, leveraging his technical knowledge and leadership skills to adapt to project challenges and deliver consistently high-quality, timely results. John has been supporting all of Santa Ana’s Cityworks projects, giving him the insight into the goals and expectations of the City. As the Program Director for this contract, John will oversee the overall contract management, with a primary focus on ensuring that the City receives excellent customer service. He will collaborate closely with Bill Millinor so the project team has all the necessary support to effectively serve the City of Santa Ana.
EDUCATION
BS, Physical Geography
REGISTRATION
Certified GIS Professional
Certified Asset Management
Jared Livingston GISP, IAM
Cityworks Subject Matter Expert (SME) Lead
Jared has more than 13 years of experience implementing Cityworks and has completed over 40 enterprise implementations. He is skilled in designing and implementing best-in-practice asset management programs for public and private utilities, airports, public works, and other government entities. Jared has been recognized for his technical and managerial efforts in webbased mapping, digital cartography, and database management, and he has presented at several conferences as a GIS and asset management expert. Under Woolpert's current Cityworks contract with the City of Santa Ana, Jared provided Cityworks subject matter expertise as needed. As the Cityworks SME on this project, Jared’s main responsibility will be to work with Jay and the technical team to make sure that all solutions provided to the City conform to industry best practices, and Woolpert’s technical solutions function as expected.
City Council 16 – 59 3/4/2025
CITY OF SANTA ANA | TRIMBLE CITYWORKS CONSULTANT SERVICES 10
EDUCATION
MS Computer Science
Bachelor of Technology,
Computer Science
REGISTRATION
Certified Scrum Master
Certified API Developer
Nikhil Relangi
Cityworks Reporting Lead
Nikhil has five years of experience as a business analyst, responsible for configuring software to meet business requirements. He is an expert in translating business processes and requirements into technical solutions and passionate about usability, security, and scalability. Nikhil works with city, utility, and other government entities to implement Cityworks AMS, PLL, and Trimble eBuilder. Under this contract, Nikhil will lead all reporting efforts for the City of Santa Ana.
Working closely with the City, as well as with Bill and Jay, Nikhil will first establish clear reporting requirements. He will then design and develop user-friendly reports, queries, and dashboards that effectively communicate the required information.
EDUCATION
Associates, Architecture /
Business
REGISTRATION
Cityworks Service PLL Admin
Cityworks Server AMS Admin
James Lloyd
Integration Development Lead
With over 30 years of experience in software and system development and integration, James’ extensive technical skills allow him to work in a variety of capacities. He has spent the past 12 years working as an application and integration developer, which has included custom GIS solutions. His ability to alternate roles depending on project needs has earned him rave reviews from clients who admire his generalist approach. He particularly enjoys helping clients solve their problems through technology. Under this contract, James will lead any system integrations with other City software, such as 311 service call systems, CCTV, SCADA, utility billing systems, and AVL.
EDUCATION
BS Earth Space Science
REGISTRATION
Certified GIS Professional
Cheryl Spencer GISP
GIS Subject Matter Expert Lead
Cheryl has over 22 years of experience developing a considerable skillset focused on GIS. She has provided support for complex, multi-phased/multi-year Cityworks AMS deployments that involved GIS and Cityworks system architecture design, geodatabase design, data migration and general GIS maintenance and support. She utilizes GIS techniques to provide a better understanding of variables relating to the asset management, land, license, and permitting fields for customers in the public sector. Under Woolpert's current Cityworks contract with the City of Santa Ana, Cheryl provides GIS services, including designing and developing solutions that adhere to industry best practices. In this new contract, she will continue to offer these services on an adhoc basis and will be available as needed for GIS problem-solving and troubleshooting.
City Council 16 – 60 3/4/2025
CITY OF SANTA ANA | TRIMBLE CITYWORKS CONSULTANT SERVICES 11 Section E | Proposed Work Plan
Statement of Understanding
Woolpert fully understands that the City of Santa Ana needs a Trimble Cityworks support Consultant who can provide remote support assistance on an as-needed basis. Support services could include a wide array of support including troubleshooting, reporting, configuration, integrations, GIS consulting and support, and various other technical support items as listed within the RFP.
More than any other Cityworks consultant, Woolpert understands what the City needs: we have been providing these services since 2018.
We understand the main purpose of this contract is to provide remote on-call, on-demand Cityworks support services, including GIS.
However, we also recognize that this contract could also be used for new project-related work that could include on-site services and Cityworks implementations for additional departments and divisions within the City’s organization.
Approach to Scope of Services
Over the full life of a contract like this, Woolpert’s support typically involves three main types of approaches:
1. Undefined on-call, on-demand support services.
2. Small defined project tasks.
3. New project implementations.
Type 1: Undefined On-Call On-Demand Support Services
To make sure that the City can access Woolpert’s staff on short notice for technical support, Woolpert and the City will authorize a specific dollar amount allocated to time and material support services. Through this authorization, Woolpert will track the time spent to support the City in their requests and bill for the work (no more than monthly). This approach is effective for unplanned support when quick assistance is required.
Type 2: Small Defined Project Tasks
When smaller improvements and support can be planned, such as upgrading Cityworks versions or integrating with a new City 311 system, Woolpert and the City will follow a detailed planning approach. For these planned activities, the City will inform Woolpert that additional support services are required. Woolpert and the City will discuss the necessary services and document the support services to be performed. Before performing any services, Woolpert or the City will document the following in writing:
• Services to be provided.
• Deliverables to be submitted.
• Assumptions pertaining to the provided services.
• Woolpert responsibilities.
• City responsibilities.
• Schedule.
• Woolpert fees.
Under Woolpert’s current contract with the City, these smaller projects were completed on either a time and material or a Project Lump Sum fee basis.
Type 3: New Project Implementations
For larger projects or new Cityworks implementations for new departments or divisions, a more detailed and methodical approach is best. To achieve the best success, Woolpert will engage in comprehensive discussions with the City’s staff before formalizing the scope of work (SOW), thoroughly reviewing goals, objectives, future strategies, expectations, and project prerequisites. Our experience has shown that conducting a series of discovery workshops prior to SOW finalization substantially mitigates the risk of project delays and minimizes the necessity for project change orders.
Woolpert’s Cityworks AMS system implementations can be grouped into one of three types of implementations:
• Rapid ReadyTM – Powered by Cityworks AMS software, Woolpert's Rapid ReadyTM stands as a pre-configured solution engineered for swift deployment, taking mere months to be operational and at a fraction of the cost typically associated with implementing a conventional work order management system. Merging the excellence of Cityworks' premier asset management system features City Council 16 – 61 3/4/2025
CITY OF SANTA ANA | TRIMBLE CITYWORKS CONSULTANT SERVICES 12 with Woolpert's industry-leading CMMS/Enterprise Asset Management (EAM) proficiency, Rapid ReadyTM emerges as a ready-togo solution that seamlessly encompasses service requests, inspections, and work order management that are crucial for diverse organizations. By adopting Rapid ReadyTM, clients gain the capability to efficiently record issue reports, document maintenance tasks, and monitor associated costs in a structured manner, fostering enhanced reporting accuracy and process enhancements.
This was the approach that Woolpert and the City of Santa Ana followed for the deployment of Cityworks for the Parks and Recreation Maintenance Department.
• Templated Configuration – Drawing from our wealth of experience spanning hundreds of system implementations, Woolpert has meticulously crafted Cityworks implementation templates. These templates are thoughtfully structured, drawing on industry best practices and the profound insights gleaned from our intimate collaborations with clients. A templated configuration encompasses pre-configured work orders, service requests, and tailored inspections, with customization applied to suit the unique demands of each implementing department. This customization routinely involves essential elements like data migration, comprehensive reviews of GIS asset data, and the incorporation of specific configuration prerequisites tailored to the client's precise needs. • Full Configuration – Larger asset management implementations, and implementations for clients who are replacing an existing system often fall into this category. These implementations still start with a Woolpert standard base configuration, but it is customized to meet specific requirements of the client. They could include any mix of the following:
• Specific business process
workflows definition.
• Asset data review/geodata base
design.
• Asset data migration.
• Asset management consulting
services (policy, strategy, and
asset management plans).
• Storeroom materials
management.
• System integrations.
• Work history data review and
migration.
• Custom report development.
• Mobile AMS solution
development and deployment.
• Train-the-trainer and end-user
training.
• Post go-live extended review and
modifications.
• Administrative support services.
• Post go-live ad-hoc support.
This was the approach that Woolpert and the City of Santa Ana followed for the original Cityworks deployment for the Public Works Department.
A partnership with Woolpert offers several significant benefits. From the initial planning and design activities all the way through project review and organization‐wide adoption, your staff and concerned stakeholders will have direct access to industry‐leading project management, GIS, asset management, engineering, business consulting, and information technology experts. Woolpert’s team is ready to roll up our sleeves and work on your behalf to deliver professional services you and your community are envisioning.
Deliverables, Implementation Plan, Timeline
Without a defined SOW, it is not possible to provide a list of deliverables, implementation plan, or timeline. However, for any planned project work under this contract, Woolpert will outline these items in detail, as has been done under the current contract with the City of Santa Ana.
Woolpert’s standard implementation plan uses a three-phase approach to implementing a content-rich EAM solution. Each of the phases are executed in conjunction with continuous project management and is designed with an emphasis on knowledge transfer, change readiness, and quality management activities.
Deliberate execution of each phase, including continuous involvement and feedback from our client counterparts, enables Woolpert to plan, design, configure, and deploy an asset management solution that is useful immediately upon “go-live.” Our solutions provide the systems and processes to support current and planned asset management activities, as well as the means to monitor and measure continuous improvement.
City Council 16 – 62 3/4/2025
CITY OF SANTA ANA | TRIMBLE CITYWORKS CONSULTANT SERVICES 13 The following table outlines some of the typical tasks performed under each of the three project phases.
Cityworks Standard Implementation Plan
1. DESIGN 2. DEVELOP 3. DEPLOY
1.1 Request for Information.
1.2 Project Kick-Off Meeting.
1.3 Software Installation/Preparations.
1.4 Software Demonstrations.
1.5 Business Process Workflows.
1.6 GIS Schema Design and Review.
1.7 Phase 1 Acceptance and Close.
2.1 Cityworks Baseline Development.
2.3 Cityworks Software Configuration
Training.
2.3 Core Cityworks AMS Configuration.
2.4 Review and Approval of Updated
System Configuration/Documentation.
2.5 Phase 2 Acceptance and Close.
3.1 Test Plan Development.
3.2 Cutover/Transition Plan.
3.3 Dress Rehearsal (Client DEV
Environment).
3.4 Tester Training.
3.5 User Acceptance Testing in Client DEV
Environment.
3.6 End User Training.
3.7 Go-Live Support.
3.8 Phase 3 Acceptance and Close.
Within Woolpert’s implementation work plans, each subtask will clearly identify Woolpert deliverables/responsibilities, task assumptions, and City responsibilities. This process aims to define what will be completed, what will be delivered, and under what conditions. It helps to reduce risks of misunderstanding and improves clarity.
As demonstrated in the example below, Woolpert utilizes Microsoft Project to create a comprehensive project schedule that outlines all sub-tasks defined within the SOW.
City Council 16 – 63 3/4/2025
CITY OF SANTA ANA | TRIMBLE CITYWORKS CONSULTANT SERVICES 14 Section F | References
Woolpert takes pride in being a leading provider of asset management solutions. With over 30 years of experience in delivering consulting and software implementation services, we continually invest in ourselves and our clients so we remain at the forefront of the industry. Our expert technology and advisory services staff have a proven track record of solving complex asset-centric challenges for our clients by establishing strategies that align with their asset management vision, and then implementing appropriate technology to support those strategies. With our innovative planning and information technology solutions, we help our clients manage their assets effectively.
Within this section, you will find a selection of our successful Cityworks AMS implementation projects for various clients. These references provide confirmation of the quality of our team's performance on various contracts, as well as the fact that Woolpert has an outstanding reputation for compliance with performance schedules. We strongly encourage you to reach out to any of these individuals to learn more about their experiences working with us.
Client Relationships
Assessing a firm's record and enduring client relationships can serve as strong indicators of its ability to meet client needs and objectives. Woolpert's staff takes pride in collaborating closely with clients to deliver superior consulting services and technical guidance.
Woolpert's long-time or repeat Cityworks clients include:
• Pinellas County, Florida. The County is a Cityworks award winning client who has been working with Woolpert for seven years. We have developed and established an ISO 55001 asset management framework, implemented Cityworks AMS for five departments, completed five system integrations, and continue to work together in a supportive way. Pinellas County selected Cityworks to replace their legacy Maximo solution. • Collier County, Florida. A nine-year Woolpert client for Cityworks implementation, consulting, and support services, Woolpert has delivered multiple Cityworks implementations that have included business process re-engineering, system integrations, consulting, and on-going support.
• DeKalb County, Georgia. The County has only been a Woolpert client for three years, but in that time has completed five Cityworks implementations, one system integration, and data migration services. Due to very successful projects, Woolpert has recently been contracted to implement Cityworks for their Water and Wastewater Plants, including additional system integrations.
• City of Savannah, Georgia. The City has been a continuous Cityworks client since 2012. Woolpert continues to provide additional Cityworks implementation services and is currently working with the City to implement Woolpert’s Rapid-Ready Cityworks AMS solution to ensure that every City department will be using Cityworks AMS.
To hear exactly what our clients are saying about our professional implementation services, please visit or click the following links:
Jerry Philpot, City of Augusta, GA
http://bit.ly/JerryPhilpot
Amber Reynolds, formerly with the City of Topeka, KS
http://bit.ly/AmberReynolds
Michele Pearman, formerly with the City of Augusta, GA
http://bit.ly/MichelePearman
Elthron Anderson, Southgate Water and Sanitation Districts, CO http://bit.ly/ElthronAnderson
City Council 16 – 64 3/4/2025
CITY OF SANTA ANA | TRIMBLE CITYWORKS CONSULTANT SERVICES 15 The following references, also included in Attachment B, demonstrate our qualifications and experience in services like those required in the Scope of Services.
Lucas County Engineer’s Office | Holland, OH
Tina Mack
GIS Database Program Manager
1049 S. McCord Road
Holland, OH 43528
419.213.2833
[email protected]
Tina can attest to Woolpert’s services on multiple projects to modernize Lucas County’s asset management and permitting and approval processes. This included going live with Cityworks for Engineering, Sanitary Engineering, and Building Regulations. Additionally, Woolpert developed a public-facing portal that customers could use to submit information, make payments, and receive status updates.
The successful launch of each department into the Cityworks system increased efficiency, accountability, and data accuracy. The Engineer’s Office has since become an internal champion of Cityworks to other agencies and offices within Lucas County who are not currently using Cityworks.
Woolpert staff included:
• Bill Millinor – Project Manager for Cityworks Building Regulations PLL and additional Cityworks and GIS support tasks.
• Jared Livingston – Cityworks SME for support services and all implementations. • James Lloyd– Lead Integrations Developer for MSGovern and Rocksolid 311 integrations. • Cheryl Spencer – GIS SME for all GIS ad-hoc support services. • Nikhil Relangi – PLL Lead Analyst and Reports SME.
DeKalb County | Decatur, GA
Sam Krishnan
Digital Services & Business
Solutions Manager
3630 Camp Road
Decatur, GA 30032
404.323.9720
[email protected]
Sam can provide insight into Woolpert’s expertise with the entire Cityworks platform, including ancillary services like GIS consulting, integrations, and data migration. DeKalb County first contracted with Woolpert to implement Cityworks AMS for Roads & Drainage, Traffic Engineering, and Facilities Management simultaneously. As a result of Woolpert’s exceptional service to DeKalb County, additional services have been contracted including data migration services; an integration with Oracle 311; and integration with Oracle E-Business Suite, a new Cityworks implementation for Pump Stations, Lift Stations, and Cityworks Storeroom; as well as Cityworks implementations for their water and wastewater treatment plants. Most recently, Woolpert was tasked with implementing Cityworks PLL for their Transportation Departments permitting process.
Woolpert staff included:
• Bill Millinor – Project Manager for the Transportation Department’s Cityworks PLL implementation.
• John Cestnick – Program Director for all Cityworks and GIS services. • Jay Beadnell – System Analyst for Cityworks Storeroom implementation. • Jared Livingston – Cityworks SME for treatment plant vertical GIS schema design. • Nikhil Relangi – System Analyst for the Transportation Department’s Cityworks PLL implementation.
City of Savannah | Savannah, GA
Ann Clark
Cityworks Administrator
20 Interchange Drive
Ann can speak to Woolpert’s leadership and services during various implementations of Cityworks to support the City’s asset management goals. Over the past 11 years, Woolpert has implemented Cityworks in six different departments. Woolpert's team of experts made sure City Council 16 – 65 3/4/2025
CITY OF SANTA ANA | TRIMBLE CITYWORKS CONSULTANT SERVICES 16 City of Savannah | Savannah, GA
Savannah, GA 31415
912.656.7843
[email protected]
that the implementation of Cityworks was seamlessly integrated into their existing asset management framework, enabling them to efficiently manage their assets and provide better services to their residents.
The introduction of Cityworks was a significant milestone in Savannah's asset management journey, enabling the City to streamline its operations, reduce costs, and enhance the overall quality of its services.
Woolpert staff included:
• Bill Millinor – Project Manager for Cityworks Upgrade, and transition to CWOL projects. • John Cestnick – Program Director for all Cityworks and GIS services. • Jay Beadnell – Lead Cityworks Systems Analyst for multiple projects. • Jared Livingston – Cityworks SME for support services and all implementations. • James Lloyd– Lead Integrations Developer for MSGovern and Rocksolid 311 integrations. • Cheryl Spencer – GIS SME for all GIS ad-hoc support services. “I want to express my sincere thanks and appreciation to each of you for your outstanding support, professionalism, and unwavering commitment throughout the planning, execution,
and implementation of our Cityworks 311 Integration.
This project took a collaborative effort, requiring extensive use of your time, expertise, and support during and
outside of conventional work hours.”
Ms. Rhonda Williams
Project Manager – DeKalb County, GA
City Council 16 – 66 3/4/2025
Cost Proposal
Cost Proposal
City Council 16 – 67 3/4/2025
CITY OF SANTA ANA | TRIMBLE CITYWORKS CONSULTANT SERVICES 17 Cost Proposal
Woolpert presents the following proposed hourly rates for the labor categories frequently required for this type of remote Cityworks Technical Support contract.
Resource Category Hourly Rates
Program Director $258.00
Senior Project Manager $240.00
Project Manager $210.00
Cityworks SME $225.00
Lead Analyst $185.00
Mid-Level Analyst $170.00
Support Analyst $140.00
Lead Developer $235.00
Mid-Level Developer $185.00
Developer $170.00
GIS SME $225.00
GIS Specialist $185.00
GIS Technician $150.00
Clerical $85.00
Please note:
• Hourly rates are valid for remote support services for the first three years of the contract. • Woolpert understands that on-site or project work would be priced and authorized as a lump-sum project fee.
City Council 16 – 68 3/4/2025
Certifications
Certifications
City Council 16 – 69 3/4/2025
CITY OF SANTA ANA
Certification - I certify that I have read, understand and agree to the terms and conditions of this Request for Proposals. I have examined the Scope of Services (Exhibit I) and am qualified to provide services being requested as specified herein. I understand and agree that I am responsible for reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal.
PROPOSER’S STATEMENT: I have read, understood and agree to the terms and conditions on all pages of the Request for Proposals. Upon request, I will transfer and deliver goods or services to the City in accordance with said terms and conditions.
__________________________________________________________________________________
LEGAL NAME OF COMPANY PHONE AND FAX NUMBERS
__________________________________________________________________________________
BUSINESS ADDRESS
__________________________________________________________________________________
PRINTED NAME OF AUTHORIZED AGENT TITLE
__________________________________________________________________________________
SIGNATURE OF AUTHORIZED AGENT DATE E-MAIL ADDRESS
__________________________________________________________________________________
FEDERAL ID NUMBER (IF APPLICABLE) CONTRACTOR LICENSE NUMBER (IFAPPLICABLE)
__________________________________________________________________________________
CITY OF SANTA ANA BUSINESS LICENSE NUMBER
(PLEASE PROVIDE IF AVAILABLE, BUT NOT REQUIRED UNTIL AND IF AN AWARD IS MADE TO PROPOSER.) THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
ATTACHMENT A
PROPOSER’S CERTIFICATION, PROPOSAL PRICING
City of Santa Ana RFP 24-129 Page 24 of 30
Woolpert, Inc.
John Cestnick Vice President
10/31/24 [email protected]
4454 Idea Center Blvd, Suite 100, Dayton OH 45430
Phone: 800-414-1045
Fax: 937-461-0743
20-1391406
City Council 16 – 70 3/4/2025
CITY OF SANTA ANA
List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications.
REFERENCE
Customer Name:_________________________Contact Individual: ____________________________ Address: ________________________________Phone Number:
_______________________________ EMAIL: ____________________________________ Contract Amount: ________________________Year: ______________________________________ Description of supplies, equipment, or services provided:
__________________________________________________________________________________
REFERENCE
Customer Name:_________________________Contact Individual: ____________________________ Address: ________________________________Phone Number:
_______________________________ EMAIL: ____________________________________ Contract Amount: ________________________Year: ______________________________________ Description of supplies, equipment, or services provided:
__________________________________________________________________________________
REFERENCE
Address: ________________________________Phone Number:
____________________ EMAIL: ____________________________________ Contract Amount: ________________________Year: ______________________________________
ATTACHMENT B
REFERENCES
City of Santa Ana RFP 24-129 Page 25 of 30
City of Savannah
20 Interchange Drive
Savannah, GA 31415
912-656-7843
Holland, OH 43528 [email protected]
1049 S McCord Road
Lucas County, OH Tina Mack
Ann Clark
[email protected]
________________________________________________________________________ __________________________________
__________________________
___________________________
DeKalb County Sam Krishnan
3630 Camp Road
Decatur, GA 30032
404-323-9720
[email protected]
_________________________
419-213-2833
November 2020 to Present
Cityworks AMS and PLL implementations
for Engineer, Sanitary Engineer, and Buildings departments $791,500
Customer Name:__________________________Contact Individual: __________________________ Description of supplies, equipment, or services provided:
$1,500,000 July 2019 to Present
Cityworks AMS and PLL Implementation
services, over six separate task orders, including data migration, integrations, and Ad-Hoc Support. 2013 to Present
Cityworks Implementation services, for
Water, Wastewater, Stormwater, Facilities, Urban Forestry, integrations, and Ad-Hoc Support. $1,266,000
City Council 16 – 71 3/4/2025
CITY OF SANTA ANA
Proposer understands and agrees that this written RFP (or any part thereof specifically designated and accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer and the City 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 Executive Director or his 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 proposer or deposited with the United States Postal Service properly addressed to the proposer with the correct postage affixed thereto.
Proposer further agrees that upon delivery (as defined above) of the accepted agreement he/she will furnish City all required bonds and certificate of liability insurance within ten (10) days (excluding Saturdays, Sundays and City’s legal holidays), or the funds, check, draft, or proposer’s bond substituted in lieu thereof accompanying this proposal shall become the property of the City and shall be considered as payment of damages due to the delay and other causes suffered by City because of the failure to furnish the necessary bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to ascertain; otherwise said funds, check drafts, or proposer’s bond substituted in lieu thereof shall be returned to the undersigned.
Proposer understands that a proposal is required for the entire work, that the estimated quantities set forth in the RFP schedule are solely for the purpose of comparing proposals, and that final compensation under the contract will be based upon the actual quantities of work satisfactorily completed.
All terms contained in the specifications, the certification of nondiscrimination by contractors, and the required insurance certificates are to be incorporated by reference into this agreement and are made specifically as part of this RFP.
Firm________________________________________________________________________________ Signed and Printed Name: ______________________________________________________________ Title ________________________________________________________________________________ Date
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
ATTACHMENT C
PROPOSER’S STATEMENT
City of Santa Ana RFP 24-129 Page 26 of 30
Woolpert, Inc.
John Cestnick
Vice President
10/31/24
City Council 16 – 72 3/4/2025
City Council 16 – 73 3/4/2025
CITY OF SANTA ANA
The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that:
(1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement.
(2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Activities," in conformance with its instructions.
This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.
The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such subrecipients shall certify and disclose accordingly.
Signed:
Title:
Firm:
Date:
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
ATTACHMENT E
NON-LOBBYING CERTIFICATION
City of Santa Ana RFP 24-129 Page 28 of 30
Vice President
Woolpert, Inc.
10/31/24
John Cestnick
City Council 16 – 74 3/4/2025
CITY OF SANTA ANA
The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows:
1. The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause.
2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin.
3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers’ representatives of the Consultant’s commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment.
4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor.
5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders.
1. In the event of the Consultant’s non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law.
2. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted 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
ATTACHMENT F
NON-DISCRIMINATION CERTIFICATION
City of Santa Ana
City Council
RFP 24-129
16 – 75 3/4/2025
CITY OF SANTA ANA
or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States.
8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter.
Signed:
Title:
Firm:
Date:
THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL.
PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE.
City of Santa Ana RFP 24-129 Page 30 of 30
Vice President
Woolpert, Inc.
10/31/24
John Cestnick
City Council 16 – 76 3/4/2025
City Council 16 – 77 3/4/2025
Public Works Agency
www.santa-ana.org/pw
Item # 17
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
March 4, 2025
TOPIC: Bristol Street Improvements Project - Phase 4
AGENDA TITLE
Appropriation Adjustments, Construction Contract to Sully-Miller Contracting Company, and Construction Management Agreement to Cannon Corporation for Bristol Street Improvements (Phase 4) from Warner Avenue to St. Andrew Place Project (Nos. 11- 6741, 19-6499)
RECOMMENDED ACTION
1. Approve four appropriation adjustments recognizing:
• $770,440 in the New Transportation System Improvement Area E, Prior Year Carry Forward revenue account to New Transportation System Improvement Area E, Improvements other than Building expenditure account. • $33,747 in the New Transportation System Improvement Area E, Prior Year Carry Forward revenue account to New Transportation System Improvement Area E, Improvements other than Building expenditure.
• $1,196,886 in the Residential Street Improvement, Prior Year Carry forward Revenue account to Residential Street Improvement, Improvements other than building expenditure account.
• $25,198 in Local Drainage Area IV, Prior Year Carry Forward revenue account to Public Works Storm Drain Construction, Improvements other than building expenditure account.
(Requires five affirmative votes.)
2. Approve an amendment to the Fiscal Year 2024-2025 Capital Improvement Program to allocate an additional $10,283,196 in construction funds to complete the Bristol Street Improvements & Widening: Phase 4 – Warner Avenue to St.
Andrew Project (Nos. 11-6741 & 19-6499).
3. Approve the Project Cost Analysis for a total estimated completion cost of $26,994,144, which includes $22,354,493 for the construction contract, $2,803,930 for contract administration, inspection, and testing, and a 10% ($2,235,449) project contingency for unanticipated or unforeseen work due to the complexity and extensive scope of this project.
City Council 17 – 1 3/4/2025
Bristol Street Improvements Project - Phase 4
March 4, 2025
4. Reject Bid Protest received by Nationwide Contracting Services and award a construction contract to Sully-Miller Contracting Company, the lowest responsible bidder, in accordance with the base bid in the amount of $22,354,493, subject to change orders as approved by the City, for construction of the Bristol Street Improvements from Warner Avenue to St. Andrew Place and Bristol Street (Phase 4) Water Main Improvements Project (Nos. 11-16741 & 19-6499)and authorize the City Manager to execute the contract.
5. Approve an agreement with Cannon Corporation for Construction Management and Inspection services for the Bristol Street Improvements Projects, in an amount not to exceed $1,998,642 for a term beginning March 4, 2025, and expiring March 3, 2027, with an option for one, one-year extension. (Agreement No. A-2025-XXX)
6. Determine that, pursuant to the California Environmental Quality Act, the recommended actions are exempt from further review. Categorical Exemption Environmental Review No. EIR 89-01 was filed for the Bristol Street Improvements Projects.
GOVERNMENT CODE §84308 APPLIES: Yes
DISCUSSION
Background
In 1991, the City Council adopted the 3.9-mile Bristol Street Environmental Impact Report and Bristol Street Corridor Specific Plan (amended March 2018). The plans incorporate Complete Streets standards, including wider sidewalks and landscaped buffers for pedestrians and bike lanes (Exhibit 1). These improvements will result in greater safety and mobility for all users, improve traffic flow, and enhance streetscape aesthetics. Bristol Street is classified as a north-south major Arterial per the City’s General Plan Circulation Element and the County of Orange’s Master Plan of Arterial Highway. In anticipation of population growth, traffic congestion, and safety concerns, the City and Orange County Transportation Agency (OCTA) have identified Bristol Street corridor for major improvements to provide adequate vehicular capacity and multimodal improvements.
Bristol Street improvements is a long-term project being completed in 5 major phases as funding becomes available. The initial phases (1 and 2) were completed in 2002, which included improvements from St. Andrew Place to McFadden Avenue and from Elm Street to Memory Lane. Since then, enhancements have been made at key intersections, such as Bristol Street and Warner Avenue, Bristol Street and 17th Street, as well as segments between McFadden Avenue and Civic Center Drive, and from Washington Avenue to 18th Street. Additionally, on September 17, 2024, City Council approved the construction contract award of Bristol Improvements Phase 3, from Civic City Council 17 – 2 3/4/2025
Bristol Street Improvements Project - Phase 4
March 4, 2025
Center Drive to Washington Avenue, which is currently under construction. The remaining segment of Bristol Street improvements from 18th Street to Elm Street (Phase 5) will need to be prioritized for funding allocation comes available.
Bristol Improvements Phase 4
The proposed Phase 4 construction contract will improve Bristol Street from Warner Avenue to St. Andrew Place (Exhibit 2). Improvements include roadway widening from two to three lanes in each direction with bus islands to accommodate future bicycle lanes as further explained below, wider sidewalks, parkways, and a raised landscape median. Other major infrastructure improvements include replacing the water main line, undergrounding overhead utilities, and installing a new storm drain system. The project will also include sound walls adjacent to residential parcels. Once completed, these improvements will enhance vehicle capacity, the ride quality, and visual appearance of the Bristol Street corridor.
The City was conditionally awarded federal funding from the California Department of Transportation (Caltrans) to construct Class IV protected bicycle lanes on Bristol Street from Warner Avenue to Edinger Avenue in June 2019. As required, the City applied to Caltrans for authorization to proceed to construction and bundle the protected bicycle lane improvements into a single Phase 4 construction contract as was done with the Phase 3 improvements. Caltrans informed staff that additional (new) reviews of documents related to right of way certification would be required. Staff has all required documentation but the Caltrans review and approval process may take between 6-12 months. In order to avoid any further delays in starting construction of Phase 4, staff separated the protected bicycle improvements from this construction contract. The protected bicycle improvements will be a separate future construction contract for City Council consideration, and constructed concurrently and in coordination with this construction contract once Caltrans authorizes construction funding. The Bristol Phase 4 contract includes many items of work which take significant time to construct including underground utilities whereas the bicycle improvements are constructed near the end of the project. Staff will be in routine communication with Caltrans to emphasize the importance of a timely review and authorization to proceed to construction of the bicycle lane work.
To ensure timely delivery and oversight of this major construction project, staff recommends hiring a third party construction management company as has been done to assist in the oversight of other major construction projects. On December 19, 2024, the Public Works Agency (PWA) released Request for Proposal (RFP) No. 24-139, by which it sought the services of a qualified consulting firm to lead efforts to provide construction management and inspection services. The consultant shall provide general construction management services to support construction efforts and assist in the overall delivery of the project, including preconstruction tasks, managing construction, and ensuring the work is completed in accordance with the contract documents, project City Council 17 – 3 3/4/2025
Bristol Street Improvements Project - Phase 4
March 4, 2025
closeout, and commissioning phase. The consultant team will report directly to the City's project manager.
Public Outreach and Contractor Participation
To provide an opportunity for local vendors to submit bids, the City notified a total of 117 regional vendors via PlanetBids, many of which are Santa Ana based. Furthermore, staff specifically reached out to Santa Ana vendors to encourage their participation in bids. A total of six bids were received. No bids were received from Santa Ana contractors.
As legally required, a Notice Inviting Bids was advertised in the Orange County Register newspaper on November 22, 2024. The project was also advertised in PlanetBids from November 20, 2024 to December 19, 2024. Bids were received electronically via PlanetBids on December 19, 2024.
One bid protest was received by the third-lowest bidder, Nationwide Contracting Services, Inc., against the second lowest bidder, Los Angeles Engineering, and the lowest bidder, Sully-Miller Contracting, regarding their responsiveness to the bid proposal requirements. Upon review, City staff determined the protest content invalid and rejected the bid protest on January 14, 2025. Staff deemed the protest immaterial and recommends awarding the project to the lowest responsible bidder, Sully-Miller Contracting Company.
Bid Results Summary
RANK BIDDER’S NAME LOCATION BASE BID
1 Sully-Miller Contracting Company Brea, CA $22,354,493 2 Los Angeles Engineering, Inc. Covina, CA $25,689,000
3 Nationwide Contracting Services, Inc. Huntington Beach, CA $26,144,807 4 OHLA USA, Inc. Irvine, CA $27,159,820
5 All American Asphalt Corona, CA $27,999,987
6 Excel Paving Company Long Beach, CA $31,428,645
A total of six bids were received and all were deemed responsive. Sully-Miller Contracting Company submitted the lowest responsive base bid in the amount of $22,354,493 (Exhibit 3). 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 Sully-Miller Contracting Company (Exhibit 4).
The RFP for Construction Management services was advertised on the City’s online procurement management and publication system, with Proposals due on January 16, 2025. Five proposals were received and evaluated by a selection committee. Based on City Council 17 – 4 3/4/2025
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March 4, 2025
criteria outlined in the RFP, the following summarizes the top three responding firms and their ranking.
Firm City Rank
Cannon Corporation San Luis Obispo, CA 1
Butier Engineering Tustin, CA 2
Willdan Anaheim, CA 3
Staff recommends awarding an agreement for construction management and inspection services to Cannon Corporation (Cannon) based upon the scope of work and selection criteria outlined in RFP 24-139 (Exhibit 5). Their proposal demonstrated the firm has the necessary capacity and expertise to complete the required services. The firm’s rates are reasonable and within industry standard, the team qualifications are appropriate for this project, and the proposal was determined to provide the best value for the City.
Project Delivery
To deliver a complete project, in addition to the construction contract, the estimated total project delivery cost includes a budget allocation for construction administration, inspection, and testing. Construction administration and inspection may be performed by either Staff or consultants and includes construction management, inspection of the Contractor’s work to ensure contract compliance, workmanship and quality, materials testing, and implementation of the labor requirements.
Any of the allocated construction administration funds not spent are considered project savings and are returned to the respective fund balance upon close out of the project.
In addition to the Construction Contract Bid Amount, Staff requests that City Council allocate and authorize a project contingency budget equal to 10% of the Contract Bid Amount. The recommended contingency budget will allow Staff to execute contract change orders in the event unexpected conditions arise or if additional work is required to effectively deliver and complete the project.
As indicated in the Cost Analysis (Exhibit 6) and as summarized in the table below, the estimated total construction delivery cost of the project is $26,994,144.
Project Item Total
Construction Contract Bid Amount $22,354,493
Construction Management and Inspection: Cannon
(Includes Materials Testing and Inspection)
$1,998,642
Construction Administration $405,560
Project Contingencies (10% of Bid) $2,235,449
TOTAL ESTIMATED CONSTRUCTION DELIVERY COST $26,994,144
City Council 17 – 5 3/4/2025
Bristol Street Improvements Project - Phase 4
March 4, 2025
The City had been awarded an OCTA M2 grant of $7,501,206 for street improvement related expenditures. The City is responsible for funding the balance of street improvements plus the costs of underground utility improvements. Construction costs have rapidly escalated in the past four (4) years. According to the California Department of General Services, California Construction Cost Index (CCCI), the average cost of construction has increased by 34.4% in the past four (4) years (since 2021), over double the rate for the previous five-year period (2016-2020). Staff applied for additional construction funds and, on April 10, 2023, OCTA replaced the previous award amount and awarded the City a total of $11,910,061. In addition to this grant, the City will fund the balance of improvements from gas tax revenues, General Fund, water capital, developer impact fees, and proceeds from sale of remnant Bristol properties.
Project Schedule and Contract Time
The completion date is November 30, 2026, with an option to extend to address any unforeseeable conditions such as rain, natural disasters, or other delays beyond the control of the City and of the Contractor. The contract time for this project is 368 working days, as specified in the bid documents. Working days are counted in accordance with the City’s Standard Specifications, which exclude weekends, City-observed holidays, and inclement weather days that prevent work. The projected project schedule is provided below.
Milestone Estimated Date Notes
Administrative Startup March 2025 Contract execution, bonds, insurance, traffic control plans
Material Procurement March 2025, concurrent
with construction
Staff review and approval of
material submittals
Contractor Mobilization April 2025 Start of construction activities Project Completion November 2026 Based on 368 working days Project Phasing
As stipulated under the contract, the Contractor will be constructing this project in the following phases to minimize duplication and impacts to completed components of the project:
1. Phase I – Soundwalls, Temporary Street Lighting, and Potholing Soundwall construction will be the first item of work along with temporary street lighting on the east side of Bristol Street between Warner Avenue and St. Andrew Place. Contractor will perform exploratory potholing as required for utilities.
2. Phase II – Underground Utility Construction
In this phase, the Contractor will construct underground electric and communications ducts and structures for the undergrounding of existing pole City Council 17 – 6 3/4/2025
Bristol Street Improvements Project - Phase 4
March 4, 2025
mounted utilities. Work includes coordination with utility companies to facilitate underground relocations and pole removals.
3. Phase III – Water, Sewer, Storm Drain, and Street Improvements Contractor to construct water, sewer, and storm drain improvements prior to any street improvements and work only on one side of the street at a time to minimize traffic disruptions.
4. Phase IV – Future Protected Bike Lane Project Coordination As previously discussed, a future protected bike lane project will be awarded during the construction of this project. The Contractor is required to coordinate construction activities to deliver a seamless complete project. Final paving shall not occur until the protected bike lanes are in place.
ENVIRONMENTAL IMPACT
Categorical Exemption Environmental Review No. EIR No. 89-01 was filed for the Bristol Street Improvements Project (Exhibit 7) in 1991. The proposed project continues to meet the parameters of the CEQA Guidelines and EIR No. 89-01. On April 7, 2015, the Santa Ana City Council adopted a resolution approving an addendum to the Final Environmental Impact/Statement for the segment of Bristol Street between Warner Avenue and St. Andrew Place.
FISCAL IMPACT
As indicated in the Cost Analysis, the estimated total construction delivery cost of the project is $26,994,144. All funds are available for expenditure in Fiscal Year 2024-25.
Any remaining balances not expended at the end of the current fiscal year will be presented to the City Council for approval to carry forward to Fiscal Year 2025-2026 (Exhibit 8).
The proposed contract authorizes staff a maximum of 10% in contingencies for construction contract change orders. Should additional contingency be necessary due to unforeseeable conditions, staff will return to City Council for authorization and appropriation.
With the approval of the requested appropriation adjustments, a portion of the accumulated fund balances will be appropriated for spending in the following accounts:
• New Transportation System Improvements Area E, Improvements Other Than Buildings expenditure account (No. 03417660-66220),
• New Transportation System Improvements Area F, Improvements Other Than Buildings expenditure account (No. 03517660-66220),
• Residential Street Improvement, Improvements Other Than Buildings expenditure account (No. 05817660-66220), and
• Public Works-Storm Drain Construction, Improvements Other Than Buildings expenditure account (No. 22417660-66220).
City Council 17 – 7 3/4/2025
Bristol Street Improvements Project - Phase 4
March 4, 2025
The spendable portion of the fund balance for the following funds on June 30, 2025 is estimated to be:
• $770,440 for the New Transportation System Improvements Area E fund; • $33,747 for the New Transportation System Improvements Area F fund; • $3,904,391 for the Residential Street Improvement Fund; and • $257,198 for the Local Drainage Area IV Fund
Which is sufficient to allow for the recommended appropriations of $770,440, $33,747, $1,196,886, and $257,198, respectively.
Approval of the requests to reallocate funds will provide a total of $7,625,197 in unspent funds from Property Sale proceeds and Project Nos. 18-6901, 20-6954, 20-6955, 20- 6961, 20-6971, and 22-6470.
The following table summarizes the funds budgeted for expenditure to deliver the construction of this project.
Fiscal
Year
Accounting
Unit –
Account No.
(Project No.)
Fund
Description
Accounting Unit,
Account Description Amount
CURRENT BUDGET
2024-25
01117017-
66220
(11-6741)
General Fund
PWA – Service
Enhancement,
Improvements Other
Than Buildings
$680,000
2024-25
03217662-
66220
(11-6741)
Measure M
Street
Construction
Measure M2 Local
Fairshare St,
Improvements Other
Than Buildings
$11,380
2024-25
03217663-
66220
(11-6741)
Measure M
Street
Construction
Measure M2
Competitive Street,
Improvements Other
Than Buildings
$11,910,023
2024-25
03517660-
66220
(11-6741)
New
Transportation
System
Improvements
Area F
New Transportation
System Improvements
Area F, Improvements
Other Than Buildings
$638,361
2024-25
05917661-
66220
(11-6741)
Select Street
Construction
OCTA Bristol St
Corridor Imps,
Improvements Other
Than Buildings
$178,516
City Council 17 – 8 3/4/2025
Bristol Street Improvements Project - Phase 4
March 4, 2025
Fiscal
Year
Accounting
Unit –
Account No.
(Project No.)
Fund
Description
Accounting Unit,
Account Description Amount
2024-25
05917663-
66220
(11-6741)
Select Street
Construction
HUTA 2103 Gas Tax,
Improvements Other
Than Buildings
$632,183
2024-25
06617647-
66301
(19-6499)
Acquisition and
Construction
Water Utility Capital
Projects, Water Capital
Project
$2,568,996
2024-25
22417660-
66220
(11-6741)
Local Drainage
Area IV
Public Works-Storm
Drain Construction,
Improvements Other
Than Buildings
$491,217
Total $17,110,676
APPROPRIATION ADJUSTMENTS
2024-25
03417660-
66220 (11-
6741)
New
Transportation
System
Improvements
Area E
New Transportation
System Improvements
Area E, Improvements
Other Than Buildings
$770,440
2024-25
03517660-
66220
(11-6741)
New
Transportation
System
Improvements
Area F
New Transportation
System Improvements
Area F, Improvements
Other Than Buildings
$33,747
2024-25
22417660-
66220
(11-6741)
Local Drainage
Area IV
Public Works-Storm
Drain Construction,
Improvements Other
Than Buildings
$257,198
2024-25
05817660-
66220
(11-6741)
Residential
Street
Improvement
Residential Street
Improvement,
Improvements Other
Than Buildings
$1,196,886
Total $2,258,271
REALLOCATIONS
2024-25
03217662-
66220
(From 18-6901
to 11-6741)
Measure M
Street
Construction
Measure M2 Local
Fairshare St,
Improvements Other
Than Buildings
$1,287,170
2024-25
03217662-
66220
(From 20-6971
to 11-6741)
Measure M
Street
Construction
Measure M2 Local
Fairshare St,
Improvements Other
Than Buildings
$313,260
2024-25 05917661-
66220
Select Street
Construction
OCTA Bristol St
Corridor Imps, $2,884,900
City Council 17 – 9 3/4/2025
Bristol Street Improvements Project - Phase 4
March 4, 2025
Fiscal
Year
Accounting
Unit –
Account No.
(Project No.)
Fund
Description
Accounting Unit,
Account Description Amount
(Property Sale
Proceeds to
11-6741)
Improvements Other
Than Buildings
2024-25
05917665-
66220
(From 18-6901
to 11-6741)
Select Street
Construction
HUTA Gas Tax –
RMRA, Improvements
Other Than Buildings
$500,000
2024-25
05917665-
66220
(From 20-6961
to 11-6741)
Select Street
Construction
HUTA Gas Tax –
RMRA, Improvements
Other Than Buildings
$1,031,880
2024-25
05917665-
66220
(From 20-6954
to 11-6741)
Select Street
Construction
HUTA Gas Tax –
RMRA, Improvements
Other Than Buildings
$804,828
2024-25
05917665-
66220
(From 20-6955
to 11-6741)
Select Street
Construction
HUTA Gas Tax –
RMRA, Improvements
Other Than Buildings
$198,405
2024-25
06617647-
66301 (From
22-6470 to 19-
6499)
Acquisition and
Construction
Water Utility Capital
Projects, Water Capital
Project
$604,754
Total $7,625,197
TOTAL ESTIMATED CONSTRUCTION DELIVERY COST $26,994,144
EXHIBIT(S)
1. Project Specific Plan
2. Location Map and Proposed Conditions
3. Bid Proposal
4. Construction Contract
5. Agreement for Construction Management & Inspection Services
6. Cost Analysis
7. Environmental Determination
8. Capital Improvement Project Worksheet
Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency Approved By: Alvaro Nuñez, City Manager
City Council 17 – 10 3/4/2025
2018
City of Santa Ana
Adopted May 5, 1991
Amended March 2018
Bristol Street Corridor Specific Plan
EXHIBIT 1
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Table of Contents CHAPTER 1 INTRODUCTION 1
1.1 Preface 1
1.2 The Specific Plan 1
1.3 Specific Plan Amendment 2
1.4 Organization of the Plan 2
CHAPTER 2 PLANNING CONTEXT 5
2.1 Background and Need for Plan 5
CHAPTER 3 PLANNING AREA
DESCRIPTION 9
3.1 Location 9
3.2 Planning Area Character 11
CHAPTER 4 PLANNING GOALS AND
OBJECTIVES 15
4.1 Land Use 15
4.2 Urban Design 17
4.3 Circulation 17
CHAPTER 5 THE DEVELOPMENT PLAN 19
5.1 Plan Overview 19
5.2 Urban Design Concept 38
5.3 Circulation and Parking 60
CHAPTER 6 DESIGN GUIDELINES 62
6.1 Site Development 62
6.2 Architecture 66
6.3 Landscape Architecture 70
6.4 Circulation 70
CHAPTER 7 IMPLEMENTATION
ELEMENT 82
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List of Tables and Figures Table 5-1 Parcel Inventory ............................................. 30 Table 6-1 Parcel Standards............................................. 71 Table 6-2 Recommended Plants..................................... 79 Figure 3-1 Regional Location .......................................... 10 Figure 3-2 Project Study Area......................................... 10 Figure 5-1 Land Use........................................................ 20 Figure 5-2 Street Prospect.............................................. 37 Figure 5-3 Commercial Nodes ........................................ 39 Figure 5-4 Site Development.......................................... 41 Figure 5-5 Parkway Concept........................................... 52 Figure 5-6 Street Section................................................ 53 Figure 5-7 Median and Edge Treatment ......................... 54 Figure 5-8 Commercial Prototype................................... 55 Figure 5-9 Park Prototype .............................................. 56 Figure 5-10 Park Development with
Optional Gravel Paving............................................. 57 Figure 5-11 Corner Prototype......................................... 58 Figure 5-12 Light Standards............................................ 58 Figure 5-13 Wall............................................................. 59 Figure 5-14 Cul-de-Sac Treatment.................................. 61 Figure 5-15 Wall Section @ Cul -de-Sac.......................... 61 Figure 6-1 Parking Frontage ........................................... 63 Figure 6-2 Access Drive .................................................. 65 Figure 6-3 Building Massing ........................................... 67 Figure 6-4 Façade Treatment Options ............................ 67 Figure 6-5 Store Front Signage ....................................... 68 Figure 6-6 Roof Options ................................................. 69 Figure 6-7 Planter Types................................................. 69 Figure 6-8 Parcel Type A................................................. 72 Figure 6-9 Parcel Type B................................................. 73 Figure 6-10 Parcel Type C............................................... 74 Figure 6-11 Parcel Type D............................................... 75 Figure 6-12 Parcel Type E ............................................... 76 Figure 6-13 Parcel Type F ............................................... 77 Figure 6-14 Parcel Type G .............................................. 78 Figure 7-1 Bristol Corridor Redevelopment
Project .......................... Error! Bookmark not defined.
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Chapter 1 Introduction
1.1 Preface
The Bristol Street Corridor Specific Plan Amendment provides the framework for future development of a 3.9-mile section of the Bristol Street Corridor in the central portion of the City of Santa Ana. The Plan, which has been developed in accordance with existing environmental conditions, City planning policies, and input from City staff and decision-makers, provides a comprehensive land use program and urban design guide for the area along with goals and policies to guide the future public and private actions relating to the area’s development.
In addition, the plan includes a strategy for its implementation and mechanisms to insure that development proposed by area landowners will be coordinated and occur in an orderly, planned manner.
1.2 The Specific Plan
In 1991, the City of Santa Ana determined that a specific plan was the appropriate planning mechanism to guide long-range development of the Bristol Street Corridor. A specific plan is a planning and regulatory tool made available to local
governments by the State of California. By law, specific plans are intended to implement a city or county’s general plan through the development of policies, programs, and
regulations which provide an intermediate level of detail between the general plan and individual development
projects. As vehicles for the implementation of the goals and policies of a community’s general plan, State law requires that specific plans can only be adopted or amended if they are consistent with the jurisdiction’s adopted general plan.
The authority to prepare and adopt specific plans and the requirements for its contents are set forth in the California Government Code (Planning and Zoning Law), Title VII,
Chapter 3, Article 8, Sections 65450 through 65457. The law requires that a specific plan include text and diagrams specifying:
The distribution, location, and intensity of land uses, including open space, within the plan area;
The distribution, location, and capacity of infrastructure, including transportation, water, storm drainage, solid
waste, and energy systems;
Design standards and criteria for development and use of natural resources; and
An implementation program, including capital
improvement plans, regulation and financing strategies.
This Specific Plan provides the framework for the future use and form for development along the Bristol Street Corridor through to ultimate build out of the area. The adopted plan provides a public planning document that will act as an extension of the General Plan, and be used as both a policy and a regulatory document. When private development
proposals for the planning area are brought before the City, the Planning staff will use the Specific Plan as a guide for project review. Projects will be evaluated on their consistency with the intent of plan policies and conformance with
development standards and design guidelines. For projects with the Bristol Street planning area, policies and standards in the Specific Plan will take precedence over more general City Council 17 – 15 3/4/2025
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policies and standards applied throughout the rest of the city.
In situations where policies or standards relating to a particular subject have not been provided in the Specific Plan, the existing policies and standards of the City’s General Plan and Zoning Ordinance will continue to apply.
The adoption of the Bristol Street Corridor Specific Plan constitutes a project under the California Environmental Quality Act (CEQA). As such, the Plan is subject to
environmental review in accordance with CEQA statues. The Specific Plan was originally developed to conform to and implement the policies and improvements identified in the Bristol Corridor Redevelopment Plan adopted by the City of Santa Ana on December 4, 1989. In conjunction with the
Redevelopment Plan, the City prepared an Environmental
Impact Statement (EIS) (Bristol Street Widening
Environmental Impact Statement, FHWA-CA-EIS-89-01-D,
Willdan Associates) to analyze the effects and propose
necessary mitigation for the prior Redevelopment Plan’s principal action which is the widening of Bristol Street. The Specific Plan has therefore been developed to also be
consistent with and sensitive to environmental conditions identified in the EIS, and to implement City-adopted mitigation measures.
In addition, environmental review and assessment of the Specific Plan was addressed through preparation of an
environmental Initial Study Checklist which found that the City’s Final Environmental Impact Report (EIR) No. 88-1, Bristol Corridor Redevelopment Project (State Clearinghouse No. 87101404), was adequate to serve as the environmental
documentation for the Specific Plan.
To keep the Specific Plan as concise as possible, much of the environmental background data has not been included in this plan document. For additional information relating to the environmental foundation of the plan, one should refer to the Bristol Street Widening EIS and EIR 88-1 which can be obtained from the City Planning Division. Although the environmental documentation has been included in a separate document, it is important to note that environmental factors have been an integral component of the planning process from the very beginning to ensure sensitivity to critical environmental concerns.
1.3 Specific Plan Amendment
The Bristol Street Corridor Specific Plan land use plan was amended (Bristol from Washington Street to 17th Street) and (Bristol from Civic Center to 17th Street and Warner Avenue to St. Andrew Place) to accommodate remnant parcels of land acquired by the City as a result of the widening of Bristol Street. The amendment identifies zoning designations for parcels within the corridor based on new street right-of-way designs and compatibility with existing land uses.
An addendum to EIR 88-1 has also been prepared to address the minor land use revisions of the Specific Plan amendment.
The addendum has identified that environmental impacts are less than significant, and that the general findings and conclusions of the previous EIR are still applicable.
1.4 Organization of the Plan
The Specific Plan is organized to provide a step-by-step understanding of the Plan’s components and the rationale behind its policy recommendations, design concepts, and implementation measures. The first three chapters are
primarily descriptive, describing the plan, its purpose, the planning context, planning goals, and an outline of the principal planning concepts. The development standards, design guidelines, and implementation measures which will regulate future development are presented in subsequent chapters. The policies, standards, guidelines, and
implementation measures in the plan are organized to
correspond to categories established by City and State General Plan guidelines (i.e. Land Use, Circulation, Urban Design, and Implementation).
Chapters in the Specific Plan include:
1. Introduction – establishes the broad purpose of the
Specific Plan, describes the legislative authority under which specific plans exist, outlines the organization of the Plan.
2. Planning Context – summarizes the general conditions and sequence of events leading up to the Plan’s
preparation.
3. Planning Area Description – describes the location and general character of the planning area, and identifies
key factors that influenced the Plan’s form and
policies.
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4. Specific Plan Goals – states the fundamental intention identified for the Bristol Street Corridor.
5. Development Plan – sets forth the rationale and
conceptual framework underlying the Plan’s physical
form, land use program, development standards and
design guidelines, and infrastructure improvements.
6. Planning Standards and Design Guidelines – sets forth development and design concepts and translates
them into standards and guidelines guiding the
development of streets, yards, open space, grading,
siting, landscaping, buildings, and other physical
features.
7. Implementation Program – describes policies,
regulations, and ordinances that must be adopted or
amended to implement the plan and identifies
development approval procedures, capital
improvements, and development phasing
recommendations.
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Chapter 2 Planning Context 2.1 Background and Need for Plan Former Bristol Corridor Redevelopment Plan
On December 4, 1989 the City of Santa Ana adopted a
redevelopment plan for the area referred to as the Bristol Corridor. The project area included parcels on either side of Bristol Street extending from Central Avenue on the south to the northernmost edge of the Bristol Marketplace on the north (i.e. just south of 21st Street). Along Bristol Street, the average width of the development area was approximately 750 feet. At First Street and 17th Street, the development area extended east and west along both sides of these two cross streets.
The Bristol Street Corridor is a major north-south corridor through the City of Santa Ana. The street, which is designated as a Major Arterial Highway in the Orange County Master Plan of Arterial Highways (MPAH), serves as a vital north-south transportation link which has regional as well as local significance. The roadway also serves as the designated truck route through the central section of Santa Ana. Consistent with the high levels of traffic that move through the area, land use patterns along the Corridor reflect the importance of the area within the City’s overall urban fabric. The City of Santa Ana General Plan Circulation Element shows the corridor having four major commercial nodes distributed along the length of the corridor; South Bristol Center, North Bristol Center, College Center, and an extension of the Civic Center District. These commercial areas are intended as mixed use development areas whose primary function is to provide retail services in support of surrounding neighborhoods but which also provide recreational, cultural and educational facilities and activities, employment. Residential neighborhoods fill the areas that separate the four District Centers.
Historically, the need for the Bristol Corridor Redevelopment Plan arose out of the fact that the area was not physically or economically meeting its designated potential as either a major transportation or commercial corridor. Overall, the Corridor suffered from negative physical and visual
characteristics typically associated with strip development.
Large sections of the Corridor were depressed or economically failing. As development occurred over the years, the land use pattern became increasingly haphazard as residential lots fronting the Corridor have been converted to various
commercial and office type uses. Development standards
along the Corridor varied widely, compounding the perception of disorder.
Prior to the 1990s, many of the older development areas were in poor physical condition, and the economic incentive was absent to renovate and upgrade these properties. At that time, Bristol Street itself no longer had adequate capacity to accommodate the traffic volumes. During peak-hour periods the Corridor suffered from significant congestion with many segments and intersections operating at levels of service which were below acceptable urban standards. This
congestion not only causes annoying delays for traffic, but also resulted in an increased occurrence of traffic accidents and injuries.
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Intersection of Bristol Street and Santa Ana Boulevard looking south, before street widening, November 2010.
Intersection of Bristol Street and Fifth Street looking north, before street widening. November 2010.
The Bristol Corridor Redevelopment Plan was approved, in 1989, as a mechanism for alleviating existing problems
through a process of development, rehabilitation, and
revitalization. While it did not provide a detailed plan for how this would be accomplished, it created a framework within which specific projects and improvements can begin to take place. The general direction established for the development of the Bristol Corridor area was first set forth in the former Redevelopment Plan goals and objectives, which can be
summarized as follows:
Reduce and prevent blight conditions;
Widen and improve Bristol Street;
Promote new and continuing private sector investment; Establish a higher quality urban design character;
Retain and expand as many existing businesses as
possible;
Provide for increased revenues to the City;
Preserve the existing employment base and create new
job opportunities;
Replan, redesign, and redevelop areas which are stagnant or underutilized;
Eliminate or ameliorate environmental deficiencies;
Expand the community’s supply of housing, including lowand moderate-income units; Reduce City costs for providing services to the area; and Protect existing neighborhoods and housing from adverse impacts associated with new development.
Bristol Street Widening Project
As can be seen in the prior list of development goals and objectives, the only specific project proposed by the former redevelopment plan was the widening of Bristol Street. The widening of the roadway to accommodate existing and
projected traffic levels represented the keystone to the whole development process, without which the successful
revitalization of the corridor would be highly unlikely. For this reason the City of Santa Ana undertook a study, in 1989, to determine the most appropriate means of expanding the
capacity of the Bristol Street Corridor to accommodate both existing and projected traffic levels. At that time, Bristol Street was a four-lane, undivided arterial between Warner Avenue and Memory Lane. To the north and south of this section, the roadway was already six lanes. This narrower section of the roadway was responsible for much of the capacity limitations along the Corridor.
An Environmental Impact Statement (EIS) was prepared in conjunction with the Bristol Street Widening study to evaluate the potential impacts associated with such a project. Four possible alternatives were evaluated in the Draft EIS and public hearings held on the environmental document. Based on the findings of the EIS and the public comment on the project, the City Council selected a preferred alternative which incorporated a combination of the characteristics of each of the preliminary alternatives.
The preferred alternative was formulated with careful
consideration given to the social, environmental, and fiscal costs of the final solution. Given the narrow existing right-ofCity Council 17 – 20 3/4/2025 Bristol Street Corridor Specific Plan
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Page | 7
Construction on Bristol Street during street widening project in, November 2010.
way between Warner Avenue and Memory Lane at the time,
acquiring additional needed right-of-way and the related impacts of such land acquisition (i.e., residential and business displacement) was a major issue addressed in the EIS. Public comments on the project generally supported the need for the widening, provided that affected property owners would be adequately compensated for the economic costs resulting from the project. In addition, a major concern was that the widening should not adversely affect the several major
community facilities currently located along this segment of the corridor: Mater Dei High School, Santa Ana College, Santiago Elementary School, and the John Garthe Reservoir.
As adopted in 1991, the preferred alternative called for the widening of a 3.9-mile section of Bristol Street between Warner Avenue and Memory Lane from four lanes to six lanes.
In order to avoid impacts on major community facilities, the widened roadway would have a meandering centerline shift.
While right-of-way along most of the corridor would be
acquired equally from both sides of the roadway, in areas adjacent to the major public facilities, all the right-of-way would be acquired from the side opposite the facility. Further widening would be provided at key intersections to
accommodate additional right and left turn lanes and bus turnouts. To accommodate the proposed right-of-way widths, a section as much as 20- to 60-feet deep would need to be acquired from the frontage of existing developed parcels. The widened street section itself would provide for three travel lanes in each direction with a 14-foot wide, raised center median that could be fully or partially landscaped (Figure 5-6).
The findings of the EIS indicated that the street widening project would have a number of beneficial effects on the Bristol Street Corridor including improved drainage, air quality, aesthetics, circulation, and noise attenuation.
Adverse impacts related to the street widening included the potential displacement of existing residential and business uses, and potential short-term construction impacts relating to circulation, noise, dust, and utility relocation.
Bristol Street Corridor Specific Plan
The Bristol Street Corridor Specific Plan was originally prepared as a direct consequence of the policies, goals, objectives, and improvements approved and adopted as part of the former Bristol Corridor Redevelopment Plan and the Bristol Street Widening Project. Its function is twofold. First, the Plan is a tool for implementing mitigation measures to reduce identified impacts. Specifically, the Plan identifies which existing uses can be retained, where displaced uses can be relocated within the planning area, how to reuse irregular and substandard parcels created by the right-of-way
acquisition, and how to best address environmental
constraints such as noise.
Secondly, the Specific Plan is a mechanism for addressing in a more detailed fashion, the goals and objectives in the City’s General Plan. The Bristol Street Widening Project, because with the right-of-way acquisition, creates an excellent opportunity to move forward while achieving other
development objectives. Specifically, the Plan continues to reexamine stagnant, underutilized, or disturbed parcels; reduce blighted conditions by identifying structures which need to be removed; mitigate environmental impacts and
compatibility conflicts with adjacent residential
neighborhoods; and provide landscape and urban design
guidelines which will upgrade the overall character of the corridor. These improvements have attracted new private sector investment to the area and improved the business City Council 17 – 21 3/4/2025
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Completed portion of Bristol Street, February, 2011.
climate along the corridor, which have a positive effect on the area’s property values and revenue-generating potential.
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Chapter 3 Planning Area
Description
3.1 Location
Bristol Street is located in the City of Santa Ana. The street is a north-south transportation corridor which runs the length of the city bisecting it into two areas of approximately equal size.
Bristol Street, which is aligned parallel to and one mile west of the Main Street corridor, Santa Ana’s principal north-south urban spine, extends north to provide connections to the Garden Grove, Santa Ana, and Orange Freeways, and to the south to provide connections with the San Diego and Costa Mesa/Newport Freeways. Figure 3-1 shows the location of the planning area within the citywide context.
The planning area extends along both sides of Bristol Street in the area between Warner Avenue and Santiago Creek, a
section of approximately 3.9 miles in length. Within this section, several major east-west streets intersect Bristol Street, including, from north to south, 17th Street, First Street, McFadden Avenue, Edinger Avenue, and Warner Avenue. The depth of the planning area from the roadway varies
throughout the length of the Corridor. Property located within the planning area corresponds to those parcels identified by the former City Redevelopment Agency as being subject to eminent domain procedures as a result of right-of-way
acquisition requirements of the Bristol Street Widening Project. Figure 3-2 shows the boundaries of the entire
planning area.
While Santiago Creek acts as a defined visual entry into the corridor from the north, there is no equivalent sense of entry from the south. The intersection of Bristol Street and Warner Avenue, while being the project boundary as far as the Specific Plan is concerned, is not distinguished from those further to the south. For this reason, it is recommended that the
standards and guidelines developed for this Specific Plan also be applied south of Warner Avenue to Sunflower Street, which is the city boundary
Commercial center on Bristol Street and Third Street, after completion of street widening, February 2011.
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Figure 3-1 Regional Location
Figure 3-2 Project Study Area
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Commercial center on Bristol Street and Santa Ana Blvd before street widening, February 2011
Medical building on Bristol Street and Santa Ana Blvd before street widening, February 2011.
3.2 Planning Area Character
Development and Land Use Character
Bristol Street is a straight and practically flat (average slope of
0.4 percent) urban corridor with a north-south alignment consistent with the grid pattern street system that
predominates in Santa Ana. The roadway extends through a completely urbanized area which includes a mixture of
commercial, residential, and public facility uses. Historically, the area was characterized by a haphazard mixture of
buildings of different types and uses, physical condition, and age. The contrast between old and new was quite pronounced and contributed to a disjointed, generally unappealing
character.
Historically, the development character along the corridor changed in a piecemeal fashion over the years as traffic volumes on Bristol Street increased and uses along the
corridor became more auto-oriented.
Most of the planning area was initially developed with
residential uses, and then as the community grew and
development patterns changed, strip commercial and other uses began to incrementally displace the residential uses. The displacement started at the intersections and extended
toward mid-block. In several locations within the area, single family residences that front on Bristol Street were converted to commercial and office uses with little or no change to the structure’s exterior other than signage. In other areas, singlefamily homes continue to front onto the Corridor.
Within the area, there was a perceptible transition in the age of development from north to south, with age increasing as one moves south along the corridor. With the increase in age also came a corresponding deterioration in the physical condition of the properties and a decline in the general level of maintenance. Newer development within the area was
scattered throughout the Corridor. However, most of it was located at the intersections with major cross streets.
In addition to the discrepancies in the character and age of the structures along the Corridor, the area was also characterized by features that are fairly typical of strip development areas and which detract from the area’s visual character. These features included an uncoordinated clutter of billboards and signs, overhead power lines, and inconsistent public
improvement standards. In general, signage along Bristol Street was of a very low quality and indicated the presence of businesses with little or no resources, ability, interest, or need to upgrade sign quality or character. Temporary signs added to the overall low quality of signage along portions of Bristol Street.
The level of amenity provided along the corridor was generally low, with only a minimal area devoted to landscaping, street furniture, or other improvements that would contribute to the visual character of the street. Without exception, existing commercial parking lots, which comprised a significant portion of the Bristol Street frontage, were almost completely
unlandscaped.
Businesses in the planning area were, and continue to be, predominantly local-serving in character. Many people have been observed walking from adjacent residential areas to nearby shopping areas such as the supermarkets on the
southwest corner of Bristol Street and McFadden Avenue.
The majority of the commercial uses along the corridor were City Council 17 – 25 3/4/2025
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located in strip malls and only a handful of commercial businesses were located in freestanding structures
(frequently in converted residences). Among the service type businesses, there are a number of small personal and
professional services businesses offering medical, dental, personal care, financial, and day-care services.
The major exception to the pattern of small commercial
centers and individual uses is Bristol Marketplace, an
approximately 38-acre commercial and shopping center
located at the northwest corner of Bristol Street and 17th Street. The concentrations of commercial uses that occur along the Bristol Street Corridor are located in the following areas:
Southwest corner of Edinger Avenue and Bristol Street; Northwest corner of Edinger Avenue and Bristol Street. Bristol Street, between McFadden Avenue and Brook
Street;
Southeast corner of Bristol Street and Civic Center Drive; Southeast corner of Bristol Street and Washington
Avenue;
Southwest corner of Bristol Street and Washington
Avenue;
Northwest and Northeast corner of Bristol Street and 17th Street;
Southwest corner of Bristol Street and McFadden Ave
Bristol Street, between 3rd Street to 5th Street
Bristol Street, between 7th Street and 9th Street
Bristol Street, between Warner Ave and St. Gertrude
Street
The newer strip malls can be distinguished from the older strip malls in their enhanced architectural style versus a plain rectangular shaped architectural style that characterizes the older strip malls, specifically those located on North Bristol Street.
In addition to housing and commercial uses, there are a number of community and educational facilities which are not in, but adjacent to, the planning area. Eight schools are located along the Bristol Street Corridor:
Jose Andres Sepulveda Elementary School (1818 South
Bristol Street);
Mater Del High School (1202 West Edinger Avenue).
Santa Ana College Digital Media Center (1300 South Bristol Street);
Dr. Martin Luther King Jr. Elementary School (1001 South Graham Lane);
Carver Elementary School (1401 West Santa Ana Blvd);
Santa Ana College (1530 West 17th Street);
Gonzalo and Felicitas Mendez Fundamental Intermediate School (2000 North Bristol Street);
Santiago Elementary School (2212 North Baker Street); In addition to the schools, there are also two-day care centers/preschools along the Corridor:
Love 2 Learn Preschool (1200 West 17th Street)
Santa Ana Campus Early Childhood Education Center
(1720 West 17th Street)
Mater Dei High School on the Bristol Street and Edinger Avenue, February 2011.
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Page | 13 Johnson Chapel AME on Bristol and First Street, February 2011.
Five churches are located in the planning area:
Non Sectarian Church of God (1239 West 5th Street);
Johnson Chapel of the African Methodist Episcopal (AME) Church (1306 West 2nd Street);
Bread of Life (429 South Bristol Street); and
Deje de Sufrir Universal Church (1622 South Bristol
Street).
The Church of Jesus Christ of Latter-Day Saints (2500 North Bristol)
Finally, at the north end of the planning area adjacent to Santiago Creek and the east side of Bristol Street, is a cityowned reservoir.
Socio-Economic Character
As indicated by the physical character of the street, the planning area is a low to moderate income area. The City’s 2014 Housing Element indicated that approximately 54
percent of the households in the City have annual incomes of less than 80 percent of the county median income.
The City’s 2015 Housing Element also indicates the City has 11,370 extremely, which is considered low income
households. In 1990 the population was approximately
293,742 and it rose to 340,338 citywide in 2009 – a 16 percent increase in population – making Santa Ana the most populous city in Orange County according to the 2009 U.S. Census population estimates. In 2010, the US Census estimated the citywide median income was $54,421 which is slightly lower than the $57,384 median income for the Anaheim-Santa AnaGarden Grove Metropolitan Statistical Area.
Although the spread may not appear to be significant, the slight differentiation of Santa Ana’s average household income from the larger Metropolitan Statistical Area average may be attributed to the higher density per square mile in Santa Ana. Santa Ana’s household size is 4.4 (according to the2014 Housing Element) and is the 10th highest average household size in the nation. The average is even higher in the census tracts adjacent to the Bristol Street Corridor, which has a 4.69 average household size.
A more accurate assessment of the poverty level in Santa Ana can be better reflected in the per-capita income, which averages $16,521, whereas the average per-capita income for the Anaheim-Santa Ana-Garden Grove Metropolitan
Statistical Area is approximately $20,002. The average percapita income for Orange County is $33,901.
The population in the planning area vicinity is characterized by a large percentage of ethnic minorities, particularly Hispanic residents, which make up approximately 46 percent; White residents make up 24 percent, while the other 24 percent is made up of people reporting to be of one other race. These Santa Ana College Digital Media Center, February 2011.
The city owned water reservoir on Bristol Street near Seventeenth Street, February, 2011.
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numbers are based on the census tracts adjacent to the
project area.
Housing in the planning area is predominantly single family with more than 87 percent of the units being detached single family homes. The remaining housing consists of duplex units.
Altogether 105 housing units have been identified in the planning area. Of these, 92 are single-family units and 13 are duplex units. The housing located south of First Street tends to be more uniformly single family in character, while most of the duplex units are located north of 1
st Street, with a large
concentration located between 21st Street and Santa Clara Avenue on the west side of Bristol Street. The majority of neighborhoods adjoining the planning area is well-maintained and exhibit signs of relative stability. Those residential areas exhibiting the greatest signs of neglect and deterioration are on the east side of Bristol Street between Cubbon Street and Richland Avenue and 3
rd and 6th Streets. In the better
maintained areas along the Corridor, the residential
neighborhoods contain distinctive streetscape elements that contribute to the character of the area, including
individualized wrought iron and masonry fences around front yards, entry gates, porches, trees, lawns, and mature,
coordinated street-tree plantings.
There are approximately 118 businesses in the planning area, most of which are small, community serving businesses,
ranging from laundromats, party rental stores, and local retail selling apparel, auto accessories and cell phones. The larger employers include large grocery and general merchandise stores, which include Northgate Super Market, Smart and Final, and Food 4 Less, and Target – all who employ a range of approximately 50 to 100 employees. These establishments typically hire a majority of their workers locally. In addition, the number of local eating establishments, primarily
restaurant chains which employ anywhere from 15 to 20
employees, and the assumption that other local business employ an average 4 people each, the employee base is
approximately 762 employees in the planning area.
Reflecting the local nature of much of the commercial and service uses in the area, a large percentage of these
employees are of Hispanic descent. Precise figures on the composition of the work force are not available. However, statistics for the census tracts surrounding the planning area indicate that roughly 56 percent of the labor force is employed in blue collar jobs and the other 43 percent in white collar jobs.
The female population in the census tracts surrounding the planning area is largely employed in the white collar sector, at 57 percent, whereas males in the same census tract area are largely employed in the blue collar sector at 65 percent.
Unemployment figures for the area are also unavailable, but based on the census tracts adjacent to the corridor, the unemployment figures are 6 percent unemployment for the male population and 9 percent unemployment for the female population. The aggregate unemployment for the tracts
adjacent to the corridor is 7.5 percent based on 2005-2009 Census estimates. This is substantially lower than the Los Angeles-Long Beach-Santa Ana Metropolitan area
unemployment rate, which, according to the U.S. Department of Labor Statistics was 11.7 percent in 2010. However, the unemployment rate figures for Santa Ana better reflect the planning area unemployment rate prior to the 2008 recession and not current levels of unemployment, which are not
available for the planning area.
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Chapter 4 Planning Goals and
Objectives
4.1 Land Use
Goal:
Utilize the development of the Bristol Street Corridor as an opportunity to upgrade the development character of the area and to enhance the viability of those commercial enterprises which remain.
Rationale:
There are a number of existing neighborhood shopping
centers and several adjacent blocks of street oriented
commercial development along the Bristol Street Corridor which have the potential for continued operation. Many of the existing businesses appear to be marginal in their
operation, but provide important services to the local
residents and would benefit from improved conditions along the corridor which would make it more attractive. Other uses detract from the character of the corridor and are less dependent on their particular location. Widening of the Corridor has affected many business operations with the Corridor either by removing parking or structures. The Specific Plan represents the opportunity to encourage and enhance continued operation of those businesses which will contribute most to the design and land use character chosen for the corridor.
Objectives:
Relocate the mini-mall and strip commercial land uses that are typical for high volume arterials from their mid-block locations to new development on existing shopping center sites or in new commercial buildings near the intersections with major cross streets.
Encourage commercial activity along the corridor as a means of generating revenues for the City through fees
and sales tax revenues.
Retain as many existing businesses as possible and
encourage their rehabilitation and possible expansion.
Businesses which serve and benefit local residents and
provide high levels of employment will receive highest
priority for retention and rehabilitation. Parcels which are stagnant and underutilized will be re-planned.
Assemble parcels where necessary to provide adequate
replacement area for remaining businesses that have lost important space or facilities to the road widening.
Replace residential uses fronting Bristol Street with others compatible to the commercial character of the corridor. Develop frontage parcels not to be of a type to detract from the overall image and character of Bristol Street.
Goal:
Protect and enhance adjacent residential areas and
community facilities along the Bristol Street Corridor by reducing the potential for adverse impacts related to traffic or other uses within the corridor.
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Rationale:
High traffic volumes on Bristol Street and the related noise and air quality conditions have already negatively impacted some residential neighborhoods adjacent to the corridor. In
addition, the haphazard mix of uses and the absence of
consistent development standards in existing development detracts from the overall character of the local community.
New development and use of the frontage parcels on Bristol Street will reduce existing adverse conditions without
imposing additional impacts on adjacent areas that would further erode the building fabric and quality of street life for the neighborhoods.
Objectives:
Convert shallow frontage parcels adjacent to residential areas, schools, or churches into landscape buffer areas. Require visual screening and noise buffers between the Bristol Street Corridor and adjacent residential and
community facility uses.
Establish standards for the type and placement of lighting within the corridor that will minimize light and glare
nuisances in adjacent residential uses.
Establish land-uses and development standards and
guidelines that will consider security and privacy concerns of uses adjacent to the corridor.
Develop guidelines for processing and approving new uses in the planning area in the transition period between
adoption of the Specific Plan and its implementation.
Adjacent to residential areas, land uses should be
restricted to community facilities, neighborhood-serving commercial and professional office uses; general retail and other traffic-generating uses should be restricted to frontage parcels and/or to corners on major cross streets.
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4.2 Urban Design
Goal:
Create a distinctive visual image for the Bristol Street Corridor which enhances its use as an urban corridor and as a center for community-serving commercial uses.
Rationale:
The widening of Bristol Street to a six-lane arterial with an extended median to control left turn movements will be a physical expression of its importance to the city as a major connector. The widening also provides the opportunity to establish a unified and safe streetscape that can enhance neighborhood character and contribute to community pride by bringing more consistency to the land use character of the corridor and removing certain deteriorated and visually unattractive uses. Despite the projected increase in traffic on the upgraded roadway, a unified design treatment within the corridor, including landscaping, pavement treatments, street furniture, and open space can also make Bristol Street more accommodating to the pedestrian, and not just as a crosstown corridor.
Objective:
Establish a unifying landscape image for the street using the full range of available elements, including plant
materials, hardscape (i.e. pavement), lighting, signage and street furniture.
Develop a landscape treatment that mitigates the
increased area devoted to paved roadway and provides an attractive and effective buffer to the adjacent residential neighborhoods.
Create a landscape plan for the corridor that is sensitive to the consumption of water and long-term maintenance
costs.
Demonstrate principles of ‘green’ streets through the implementation of various stormwater facility strategies, such as inlets to vegetated swales, within parkways.
Establish site development criteria that will contribute to a safe, attractive, and better defined street edge, and which are responsive to the overall land use and design concept for the corridor.
Establish design guidelines for the architecture and
signage.
Reduce visual clutter within the corridor by placing all overhead utility lines underground.
Create open space areas which are attractive to the local residents, responsive to their needs, and which will
encourage pedestrian activity.
4.3 Circulation
Goal:
Facilitate the safe and efficient movement of multimodal traffic on Bristol Street.
Rationale:
Bristol Street is being widened to allow it to function as a high volume arterial. Development and use of frontage parcels are not to create access conditions which will conflict with the efficient flow of traffic along the Bristol Street corridor.
Objectives:
Limit left turns to or from Bristol Street to major
intersections only.
Minimize the number of right-turn-in, right-turn-out
conditions along the Bristol Street frontage.
Utilize side streets and alleys for access to Bristol Street frontage between major cross streets.
Reduce visual clutter along the street frontage to provide safer driving conditions.
Provide facilities that will encourage the use of alternative modes of transportation along the corridor.
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Chapter 5 The Development
Plan
5.1 Plan Overview
The plan for Bristol Street facilitates optimum use of the assembled parcels for development while mitigating adverse circulation and environmental impacts resulting from the street widening project.
The principal criteria used in determining the land’s optimum use were parcel configuration and surrounding land uses. In general, where the assembled land did not provide adequate width or depth for standard commercial, office or residential prototypes, the use was adjudicated to open space, or park.
Conversely, where the parcel dimensions were adequate for development, commercial uses were considered in a manner consistent with the General Plan and with sensitivity to the scale and character of the adjacent neighborhoods.
Because the corridor exhibits the variety of land uses, development intensities, building prototypes, multiple
neighborhood characters and will be divided into commercial and open space zones, a principal purpose of the plan is to treat the street as a binding agent that can unify the corridor into a coherent whole. Attention has therefore been focused on the street’s landscape treatment, particularly on the selection and rhythm of trees which can impart a strong, unifying image.
Proposed Land Uses
In general, the distribution of land uses responds to the City’s General Plan intent to concentrate commercial uses at major intersections, leaving the section of the Corridor between these nodes for less intensive uses like office, residential or open space.
There are four proposed land uses: Commercial,
corresponding to the City’s C-5 (Arterial Commercial Zoning District); Office, or P (Professional Zoning District); Residential, or R-1 (Single-Family Residential Zoning District), R-2 (TwoFamily Residential Zoning District), & R-3 (Multiple-Family Residential Zoning District); and Park, or O (Open Space Zoning District). One overlay use is proposed: a C-5 overlay on select park areas. The commercial overlay zone is proposed as a means to permit certain commercial uses on parcels with configurations that are considered marginal for parking and/or building footprints. While on these parcels, a park use is considered most appropriate, commercial development
should be permitted as long as they meet zoning regulations and Specific Plan guidelines.
Figure 5-1 showsthe proposed land uses for the planning area.
Use Distribution
Table 5-1 Parcel Inventory, summarizes the net change in use from what is existing to what is proposed. The specific use by parcel was determined following a series of consultations with the City Planning and Public Works Divisions.
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Figure 5-1 Land Use
VACANT TO
BE SOLD
(RFP)
VACANT TO
BE SOLD
(RFP)
VACANT TO
BE SOLD
(RFP)
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Figure 5-1 Land Use
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Figure 5-1 Land Use
FUTURE URBAN PARK PER BRISTOL VISION PLAN EXISTING LINEAR PARK City Council 17 – 36 3/4/2025
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Figure 5-1 Land Use
FUTURE PARK PER BRISTOL VISION PLAN
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Figure 5-1 Land Use
FUTURE PARK PER BRISTOL VISION PLAN VACANT TO
BE SOLD
(RFP)
VACANT
TO BE SOLD
AFFORDABLE HOUSING
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Figure 5-1 Land Use
VACANT TO BE SOLD - ADJACENT OWNER
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Figure 5-1 Land Use
VACANT TO
BE SOLD
(RFP)
VACANT TO
BE SOLD
(RFP)
`
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Figure 5-1 Land Use
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Figure 5-1 Land Use
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Figure 5-1 Land Use
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LEGEND PARCEL BLOCK INVENTORY
Zoning Use
E X I S T I N G ( 2 0 1 8 ) P R O P O S E D
C = Commercial CH = Church
O = Open Space COM = Commercial
P = Professional GS = Gas Station
R = Residential OFF = Office
PK = Park
Parcel
Area
RES = Residential (sf) Zoning Use Zoning Use
1 41,207 R-1/C-5
Vacant
C/O PK/COM
2 45,305 O Vacant C/O PK/COM
3 7,730 O RES O PK
4 12,935 O RES R RES
5 13,047 O RES R RES
6 6,828 R-1 Vacant R RES
6a 7,071 O RES
Vacant
O PK
7 5,106 O RES O PK
7a 5,331 O RES O PK
8 12,068 O RES R RES
9 12,072 O RES R RES
10 6,519 O PK O PK
11 6,074 O RES O PK
11a 5,015 O RES O PK
Table 5-1 Parcel Inventory
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LEGEND PARCEL BLOCK INVENTORY
Zoning Use
E X I S T I N G ( 2 0 1 8 ) P R O P O S E D
C = Commercial CH = Church
O = Open Space COM = Commercial
P = Professional GS = Gas Station
R = Residential OFF = Office
PK = Park
Parcel
Area
RES = Residential (sf) Zoning Use Zoning Use
12 2,278 O PK O PK
13 84,151 O Parking O PK
14 87,970 C-5 COM
Vacant
C COM
15 6,666 R-1 RES R RES
16 6,336 O PK O PK
17 3,423 O PK O PK
18 61,387 P OFF P OFF
19 46,674 O PK O PK
19a 33,681 O PK O PK
20 16,698 C-5 COM C COM
21 44,821 P Vacant P OFF
22 29,205 C-5 COM
RES
C COM
22a 14,679 C-5 RES R RES
23 11,186 C-5 COM C/O PK/COM
Table 5-1 Parcel Inventory
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LEGEND PARCEL BLOCK INVENTORY
Zoning Use
E X I S T I N G ( 2 0 1 8 ) P R O P O S E D
C = Commercial CH = Church
O = Open Space COM = Commercial
P = Professional GS = Gas Station
R = Residential OFF = Office
PK = Park
Parcel
Area
RES = Residential (sf) Zoning Use Zoning Use
24 65,708 C-5 COM
RES
C COM
25 7,339 O PK O PK
25a 5,3810 R-1 VAC R RES
25b 18,500 O PK/VAC R RES
26 43,535 O Vacant O PK
27 6,273 O PK O PK
27a 5,604 O PK
RES
O PK
28 16,603 P RES R RES
29 5,882 O PK O PK
29a 4,682 O PK O PK
29b 5,848 O PK O PK
30 5,607 O PK O PK
30a 2,643 O OFF
PK
O PK
31 15,856 R-1 COM P OFF
32 48,522 O Vacant O PK
Table 5-1 Parcel Inventory
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LEGEND PARCEL BLOCK INVENTORY
Zoning Use
E X I S T I N G ( 2 0 1 8 ) P R O P O S E D
C = Commercial CH = Church
O = Open Space COM = Commercial
P = Professional GS = Gas Station
R = Residential OFF = Office
PK = Park
Parcel
Area
RES = Residential (sf) Zoning Use Zoning Use
33 1,891 O PK O PK
33a 5,364 O PK O PK
33b 3,899 O PK O PK
33c 3,802 O PK O PK
33d 9,490 O PK O PK
34 13,024 R-1 COM C COM
34a 4,357 R-1 Vacant R RES
35 13,188 R-1 Vacant R RES
36 6,761 R-1 Vacant R RES
37 59,235 P OFF
Vacant
P OFF
38 34,866 C-5 COM C COM
39 20,520 C-5 COM C PK/COM
40 8,763 O PK O PK
40a 6,283 O RES R RES
40b 6,351 O RES R RES
O PK
41 8,641 O CH C/O PK/COM
Table 5-1 Parcel Inventory
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LEGEND PARCEL BLOCK INVENTORY
Zoning Use
E X I S T I N G ( 2 0 1 8 ) P R O P O S E D
C = Commercial CH = Church
O = Open Space COM = Commercial
P = Professional GS = Gas Station
R = Residential OFF = Office
PK = Park
Parcel
Area
RES = Residential (sf) Zoning Use Zoning Use
41a 5,422 O Vacant C/O PK/COM
42 27,544 Redev. RES
Vacant
C COM
42a 19,208 Redev. RES R RES
43 7,424 C-55 COM C/P COM
44 36,982 Redev. COM
RES
C COM
45 9,004 C-5 Vacant C/O PK/COM
46 31,192 C-5 COM
RES
Vacant
C COM
47 9,134 Cond. Use COM C COM
48 5,750 R-1 Vacant C COM
49 3,303 O PK O PK
50 15,153 C-5 COM C COM
51 15,462 C-5/O Vacant R RES
51a 6,313 C-5/O Vacant R RES
51b 11,045 C-5/O Vacant R RES
Table 5-1 Parcel Inventory
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LEGEND PARCEL BLOCK INVENTORY
Zoning Use
E X I S T I N G ( 2 0 1 8 ) P R O P O S E D
C = Commercial CH = Church
O = Open Space COM = Commercial
P = Professional GS = Gas Station
R = Residential OFF = Office
PK = Park
Parcel
Area
RES = Residential (sf) Zoning Use Zoning Use
52 42,323 C-5 COM
GS
C COM
53 134,525 O COM
OFF
RES
C/O PK/COM
54 24,490 C-5 Vacant C COM
55 11,754 R-1 RES
Vacant
R RES
55a 14,290 R-1 RES R RES
55b 11,942 O RES R RES
56 3,906 O PK O PK
56a 6,314 O RES O PK
56b 6,611 O RES R-1 PK
57 27,864 C-5 COM
RES
C COM
58 198,666 C-5 & P COM
OFF
RES
Vacant
C COM
Table 5-1 Parcel Inventory
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LEGEND PARCEL BLOCK INVENTORY
Zoning Use
E X I S T I N G ( 2 0 1 8 ) P R O P O S E D
C = Commercial CH = Church
O = Open Space COM = Commercial
P = Professional GS = Gas Station
R = Residential OFF = Office
PK = Park
Parcel
Area
RES = Residential (sf) Zoning Use Zoning Use
59 4,543 O RES O PK
60 8,393 O RES O PK
60a 42,368 O RES O PK
60b 8,297 O RES R RES
61 9.584 O COM R RES
62 8,157 O RES R RES
63 67,813 O RES O PK
64 7,816 O RES R RES
65 21,207 O RES R RES
66 23,402 O RES O PK
66a 16,290 O PK O PK
Table 5-1 Parcel Inventory
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Figure 5-2 Street Prospect
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5.2Urban Design Concept
Overall Concept
The widened Bristol Street consists of commercial nodes at major intersections linked by tree-lined, landscaped areas serving as a buffer to the adjacent residential neighborhoods (Figure 5-2). While small office and commercial development may occasionally interrupt the open space buffer, the
continuity of the landscape at the street edge will not be broken, giving the street the appearance of a continuous linear parkway. Bristol Street will thus function as a limited access commercial parkway.
This concept allows several benefits: it serves to enhance the appearance of the Corridor as a major commercial spine
connecting the Santa Ana and San Diego freeways; it adds value to the surrounding neighborhoods by creating a parklike buffer; and it mitigates, through an urban reforestation program, adverse visual and environmental impacts stemming from the street widening.
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Figure 5-3 Commercial Nodes
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Nodes, Links, and Destination Points
The design concept calls for the Plan to define and
differentiate areas along the corridor in order to mitigate its haphazard, disordered appearance. By dividing the planning area into a series of distinct nodes, links, and destination points, the Plan will retain the corridor’s variety of uses while adding definition and order to the overall development
pattern.
Identifiable nodes within the planning area generally
correspond to concentrations of commercial development
and occur at the major east-west cross streets. The nodes can be divided into two broad categories relating to size and market area served. The smaller, more local-serving areas are designated as Neighborhood Activity (NA) nodes. The main community-serving area is designated as the Community
Activity (CA) node (Figure 5-3).
The Community Activity Node is located in the area from First Street north to Civic Center Drive. This area is envisioned as a strong “town center” with intense commercial development that stretches east-west as well as north-south and is
characterized by a commercial pedestrian promenade along either side of Bristol Street.
Four Neighborhood Activity Nodes have been identified in the area. The two larger nodes are located at the Warner
Avenue/Bristol Street intersection and at the 17th
Street/Bristol Street intersection. Two smaller nodes are located at the Edinger Avenue and McFadden Avenue
intersections with Bristol Street. The Warner Avenue node consists of existing commercial development on three corners, with the fourth corner designated for park with commercial as an option. The 17th Street node consists of the Bristol Marketplace, Santa Ana College, and existing commercial uses opposite the Bristol Marketplace. Redeveloped commercial is proposed along Bristol opposite the college.
Whereas the two larger nodes tend to anchor either end of the planning area, the two smaller nodes at McFadden and
Edinger Avenue are located in the middle of the corridor closer together. At Edinger Avenue, existing commercial and Mater Dei High School occupy the southern quadrants of the
intersection, while redeveloped commercial uses are
designated for the west side of Bristol Street north of Edinger Avenue, and park area is designated along the east side of Bristol Street. At McFadden Avenue, existing commercial development will continue to occupy the southwest quadrant while new development will occur on the two east-side
quadrants. The northwest quadrant of this intersection is designated for park or school use with an option for
commercial use.
Linksrefer to the connections between nodes or major activity centers. The plan concept is for commercial activity nodes to be separated by street sections characterized by less active, non-retail uses and by more intensive landscape treatments.
The links in the Plan generally belong in one of two categories, “landscaped parkway” or “landscaped professional.” The
landscaped parkway links are those street sections where all or most of the acquired land along the Bristol Street frontage will be developed as landscaped open space. The following links represent this characteristic: Warner Avenue to Edinger Avenue, Cubbon Street to Myrtle Street, Civic Center Drive to Washington Avenue, and 17th Street to the Santiago Creek.
The landscaped professional links are those Corridor sections where non-retail uses are designated along the Corridor.
These areas will have special landscape requirements,
however, to ensure a consistent green spine between nodes.
In some cases, the professional links will only have new development on one side of the corridor with parkway on the other. The landscaped professional links include the sections of Bristol Street between McFadden Avenue & Edinger Avenue and McFadden Avenue & 1
st Street. Figure 5-4 shows a
conceptual layout of structures, parking, sidewalks, and sound walls along the length of the Bristol Street planning area.
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Figure 5-4 Site Development
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Figure 5-4 Site Development
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Figure 5-4 Site Development
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Figure 5-4 Site Development
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Figure 5-4 Site Development
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Figure 5-4 Site Development
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Figure 5-4 Site Development
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Figure 5-4 Site Development
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The Streetscape
Transforming Bristol Street from a strip-commercial
thoroughfare into a verdant parkway brings to mind the great European boulevards and their alleys and trees framing along stretches of road. Using the “boulevard” as a streetscape prototype on Bristol Street satisfies a key purpose of the plan:
to use the street as a strong, unifying element that gives motorists a sense of continuity and visual clarity from beginning to end. However, the open areas of the street behind its edge must act as a buffer to adjacent residential areas and provide a needed landscape amenity to pedestrians.
For these reasons, the streetscape must also function like a park, allowing for a greater diversity of trees and a more varied ground treatment that encourages strolling, gathering, or stopping. The street must also accommodate commercial
uses at intersections and along several intersections of the corridor between them. Therefore, special design
considerations are proposed for these areas so that they can properly function as retail or office sites without disrupting the continuity of the streetscape. In combination, the street edge, the park areas and the commercial sites, yield the concept of a “commercial parkway”. Such streetscapes are rare in this region and nonexistent in Santa Ana.
Figure 5-5 and Figure 5-6 depict the three basic zones of the parkway concept: the median and street edge zone, the
commercial zone, and the park zone.
Median and Edge Zone
The street median and the buffer strips within the public rightof-way are the primary and essential footholds in which to plant trees that can impart a strong, unifying quality to the landscape (Figure 5-7).
For the median the proposed trees are Canary Island Date Palms (Phoenix Canariensis), planted 35 to 45 feet on center to establish a dramatic sight-line from one end of the corridor to the other. Should these palms not be available in the required sized and quantity at the time of installation of the median, the Date Palm (Phoenix dactylifera) should be used as a substitute. Whichever tree is first planted, it should remain as the sole median tree. A minimum palm size of 20 feet brown-trunk height is recommended.
To frame the street in a boulevard fashion, a double, mixed row of London Plan tree (Platanus acerifolia) and Jacaranda (Jacaranda acutifolia) is proposed. The Jacarandas – also noted as the official tree for the City of Santa Ana – would be planted only in the interior or second row of the alley to add variety and color to the street edge. They should be planted in irregular spacing, at a 1:5 ratio (one Jacaranda for every five Sycamores). Medians should be designed with maintenanceaccess points at turn pockets. Median noses should be paved with stamped concrete paving or other decorative paving.
Commercial Area Zone
Commercial development sites (which include all
Neighborhood Activity Nodes) require visibility both for considerations of safety and advertisement. Palm trees are an appropriate plant for these sites, as they provide visual interest and shade without obstructing the view of storefronts and signage. They would also reinforce the nodal structure of the corridor, calling attention to the major commercial intersections (Figure 5-8). Palms other than those used in the median should be considered for these sites. Palms shall be 20 feet brown-trunk minimum.
At intersections, the sidewalks coming from the park areas should be expanded to function more like plazas, with
emphasis on ornamental paving, site furnishings and planters.
Some of the plazas will also function as transit stops, allowing for people to comfortably gather and wait for buses.
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Park Area Zone
These areas, which account for about one-third of the land in the corridor, should be heavily planted with trees to maximize their visual appeal and environmental value (Figure 5-9 & Figure 5-10). To address the anticipated pedestrian use of the park zone, a greater variety of species, planted in more irregular patterns is proposed behind the street-edge zone.
The increase in species diversity and its informal placement also serves to visually “mesh” the parkway vegetation into the canopy of the adjacent residential areas. The ground plane should be kept free of visual obstructions, with emphasis on turf, ground cover, or optional decomposed granite coverage.
Figure 5-10 depicts the criteria for using decomposed granite as an alternative to turf or ground cover planting. Trees should be drip or flood-irrigated wherever possible while sod and ground cover areas should be spray irrigated using low
gallonage, vandal resistant nozzles.
Within the park zone, the Community Activity Node stretching from 1st Street to Civic Center Drive should receive special treatment. Because the adjacent areas are mostly commercial in character and/or are targeted for commercial
redevelopment there is a lesser need to create a “buffer” landscape. Increased pedestrian activity should also be expected. Therefore, more of the park area should be paved in this section of the corridor, with regular tree planting appearing to be “cutout” from a paved matrix, rather than the other way around.
Within this node, the street intersections should be distinctive features of the streetscape. At each intersections corner, groves of palm trees, raised ornamental planters, shelters, special paving and other visually strong and unique features should be considered (Figure 5-11).
Sidewalks and Buffer Treatment
At the street edge is proposed either a 25-foot public buffer containing a 10-foot sidewalk or a 14-foot public buffer containing an 8-foot sidewalk (Figure 5-7). The initial Specific Plan Street Alignment (SPSA) called for the sidewalk to be immediately adjacent to the street curb. Following further study it was determined that the sidewalk should be placed behind the remaining 15-foot or 6-foot buffer corresponding to the 25-foot and 14-foot public buffers, respectively. This decision allowed the sidewalk to be placed between two rows of trees thus acquiring the most amenable of all possible alignments. Because the second or inner row of trees falls on private property, the design guidelines calls for continuous parking frontage whereby the trees could be planted on
regularly spaced planting islands.
The spacing of the trees, therefore, is subject to the rhythm of the parking space. One tree every three spaces (9 feet per space) yields a spacing of 36 feet, which is adequate. The two rows should be planted in a staggered fashion to maximize canopy cover over the sidewalk. Slight adjustments in the placement of the trees should be exercised in order to
accommodate underground utilities and new street lighting.
Flexibility on the exact dimension of the buffer alignment of the sidewalk will also be necessary. At Mater Dei High School, for example, there is no room for the buffer strip. In this instance the sidewalk will have to be placed adjacent to the curb line and, if feasible, trees planted on school property to preserve street-tree continuity. Similar variations may be required on other existing developments according to land availability. In such instances trees should be planted not more than 36 feet on center, in tree wells if necessary.
Lighting
Standard street lighting will be provided as part of the street widening project. However, given the extent of area proposed for pedestrian use, supplementary lighting to achieve a 1- footcandle illumination level will be necessary. Along
sidewalk, plaza areas and gathering areas along the parkway, pedestrian-scaled fixtures should be provided. They should be placed in continuous rows and matched in style throughout the Corridor, both in private and public zones. Figure 5-12 illustrates the type of fixture proposed. These fixtures should be spaced no more than five times their height (measured to the light source) along the park zones and half as far in the commercial zones, or as otherwise determined by an
engineer.
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Walls
The Environmental Impact Statement requires the placement of sound absorbing walls that are at least six-feet high on the rear edge of the parcels abutting residential areas. The layout guidelines for the walls as described in the Bristol Street Widening Project should be maintained, with additional
considerations as follows:
The walls should be divided in three sections: straight runs, ornamental runs, and end runs. The purpose is to
adjust the design of the walls according to their proximity to pedestrian activity, which increases towards the side streets.
o The “straight runs” occupy the mid-sections of the
wall between street intersections. These runs should
be plain and simple, constructed of a single material
and without excessive ornamentation. The walls
should be planted with vines to eliminate the
opportunity for graffiti and to soften the wall and add to ‘green environment’.
o The “ornamental runs” extend 100 feet from a side
street right-of-way, and, owing to their proximity to
pedestrian activity, should offer more visual interest.
Espalier vines, colorful tiles, decorative caps and piers should be considered as integral elements of the wall.
o The “end run” corresponds to the terminal sections of the wall as they meet side streets. These sections
should be “opened-up” or perforated, allowing for
wrought iron or other see-through ornamentation,
including shrubbery, to soften their appearance as
they meet the side streets. The length of the “end
runs” should match adjacent building setbacks or be
about 20 feet in length, whichever is greater. The wall ends should also act as “gateways” into the residential areas. Pylons, posts, trellises or other similar features should be considered, possibly incorporating
neighborhood identification signs and logos. The “end
runs” should be designed in pairs -two per side-street
- with each pair assuming a distinctive character
Figure 5-13 depicts the above concepts.
Figure 5-14 and Figure 5-15 depict the treatment at the end of cul-de-sac streets.
Architectural Character
The commercial sites within the corridor are for the most part small in area and therefore will be occupied by moderately sized retail or office buildings. Following the land use concept, these buildings will be spaced along the corridor rather than grouped to form long, “hard” edges; they will appear more like “structures in a park” than as a continuous urban frontage.
For this reason, the buildings should be designed so that all of their visible sides display a reasonable architectural interest and façade articulation. Exposed, blank walls should be avoided. The emphasis should be on breaking the regularity of buildings, on treating them like ornaments in the landscape, with as much façade interest and articulation as possible within the limits of feasibility. On long buildings (over 50 feet in length), roof lines should be continuous but interrupted, either by breaks in the roof lines or by wall extensions or parapets; smaller buildings should be treated like pavilions, with continuous parapet ornamentation or sloped roofs on all side. In all cases, buildings should blend with the landscape and the surrounding homes and businesses. Colors should be soft and muted rather than bright and contrasting.
An emphasis on high quality design, materials and architecture is recommended, with additional guidance available through use of the City of Santa Ana’s Design Guidelines and
Development Standards. However, in as much as the Specific Plan dictates a specific approach to the corridor’s architecture, it must not preclude variety and/or refinements to the design intent. In this vein, the design guidelines are purposefully wide in scope, focusing not on the detail of the buildings but rather on the broad issues of scale, massing and façade articulation. They thus guard against possible gross
misinterpretation of the stated aesthetic objectives while leaving ample room for creative and ingenious solutions.
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Figure 5-5 Parkway Concept
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Figure 5-6 Street Section
Bristol Street from Saint Andrew Place to Civic Center Drive Bristol Street from Warner Avenue to Saint Andrew Place Bristol Street from Civic Center Drive to Santiago Creek City Council 17 – 67 3/4/2025
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Figure 5-7 Median and Edge Treatment
Bristol Street from Warner Avenue to Saint Andrew Place Bristol Street from Civic Center Drive to Santiago Creek Bristol Street from Saint Andrew Place to Civic Center Drive City Council 17 – 68 3/4/2025
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Figure 5-8 Commercial Prototype
Bristol Street from Warner Avenue to Saint Andrew Place Bristol Street from Civic Center Drive to Santiago Creek Bristol Street from Saint Andrew Place to Civic Center Drive City Council 17 – 69 3/4/2025
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Figure 5-9 Park Prototype
Bristol Street from Warner Avenue to Saint Andrew Place Bristol Street from Civic Center Drive to Santiago Creek Bristol Street from Saint Andrew Place to Civic Center Drive City Council 17 – 70 3/4/2025
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Figure 5-10 Park Development with Optional Gravel Paving Bristol Street from Warner Avenue to Saint Andrew Place Bristol Street from Civic Center Drive to Santiago Creek Bristol Street from Saint Andrew Place to Civic Center Drive City Council 17 – 71 3/4/2025
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Figure 5-11 Corner Prototype Figure 5-12 Light Standards City Council 17 – 72 3/4/2025
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Figure 5-13 Wall
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5.3 Circulation and Parking
As part of the original Specific Plan and related environmental documentation, a Traffic Study was prepared for the Corridor detailing the existing conditions, comparisons with the General Plan in terms of traffic generation, potential impacts to the surrounding street network and standards for property access.
As previously identified, this amendment provides changes in land use designations to allow for additional residential development as well as opportunities for commercial uses on selected parcels. An updated Traffic Study was prepared to analyze impacts associated with the changes and identified that the total number of trips would be a relatively small percentage of the overall original project, and no significant traffic impacts would be experienced as a result of the land use changes. The original analysis and proposed mitigation measures still apply.
Daily Trip Generation
Following a calculation of the proposed land uses and
development intensity, the Specific Plan area will generate 7,000 daily trips. This volume represents 42 percent of the 1990 General Plan trip generation estimates.
Impact to Surround Areas
The construction of a median on Bristol Street plus the closing of several side streets and their reconfiguration into cul-desacs is likely to divert and increase traffic along some adjacent neighborhood streets. This impact is mitigated by two factors:
The maximum distance increase resulting from a street closure is 1,850 feet, which is considered modest; and the overall reduction in volume as stated above plus the proposed traffic control measures will ease current circulation conflicts affecting the adjacent streets.
Intersection Enhancement
Based on the projected traffic generations and movement patterns, no new improvements at any of the corridor’s
intersections are required beyond those prescribed by the General Plan.
Public Transit
Bristol Street is identified as a public transit corridor.
Following consultations with the Orange County
Transportation Authority (OCTA), the following bus turnouts have been incorporated in the Specific Plan.
The plan proposes that expanded plaza areas be developed at each turnout to enhance the space for gathering and waiting.
Bus Stop Turnouts:
North Bound (NB)
South Bound (SB)
• Warner Avenue Farside NB/SB
• St. Gertrude Place Farside NB only
• St. Andrew Place Farside SB only
• Edinger Avenue Farside NB/SB
• Wilshire Street Farside NB only
• McFadden Avenue Farside NB/SB
• Bishop/Willits Streets Farside NB/SB
• 1
st Street Farside NB/SB
• Santa Ana Boulevard Farside NB/SB
• Civic Center Drive Farside NB/SB
• Washington Avenue Mid-block SB, Farside NB
• 17th Street Farside NB/SB
• Santa Clara Avenue Farside NB/SB
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Figure 5-14 Cul-de-Sac Treatment Figure 5-15 Wall Section @ Cul -de-Sac City Council 17 – 75 3/4/2025
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Chapter 6 Design Guidelines
This section of the Specific Plan outlines specific design controls governing the implementation of the private
improvements in the Bristol Street Corridor. The controls represent minimum design criteria designed to guide
development towards the goals and objectives of the Specific Plan. Guidelines or standards not specifically addressed in this section indicate concurrence with the city of Santa Ana Zoning Code and Design Development Standards, to which all
development in the Corridor should adhere.
6.1 Site Development
Objective:
The sitting of new buildings and parking as shown on the Development Plan (Chapter 5) should provide optimum
continuity of the parkway landscape through private
development parcels. Table 6-1 in conjunction with the
attached parcel standards summarizes the site development guidelines applicable to each commercial parcel.
6.1.1 Parking Frontages
The site layout and design of new developments shall
emphasize placement of parking towards the rear of the site behind the building and siting the building closer to Bristol Street. Where parking is provided along the Bristol Street frontage, a continuous strip of parking stalls shall be provided abutting the public sidewalk and perpendicular to it (Figure 6-1). The public sidewalk shall be continuous at driveway ramp locations and shall have special paving at parking entrances along Bristol Street (Figure 6-2). When the building is situated closer to Bristol Street the commercial landscape standards shall apply.
A 5-foot (for Bristol Street from Saint Andrew Place to Civic Center Drive) or 15-foot (for Bristol Street from Warner Avenue to Saint Andrew Place and Civic Center Drive to
Santiago Creek) continuous and curbed planting strip shall separate the parking from the sidewalk. The planter curb may be used as a wheel stop, with two-feet of the planter area counted as part of the parking stall dimension. The planting strip shall be planted with shrub material suitable to provide a 30-inch high continuous hedge.
A planting island shall be provided after every three stalls along the strip. The dimension of the planting islands shall be equal to the minimum dimension of a parking stall as dictated by the City’s Parking Ordinance. Each planting island shall receive a street tree of the specie recommended in the plant list. Trees shall be planted to form a line along the parking frontage.
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Figure 6-1 Parking Frontage
Bristol Street from Warner Avenue to Saint Andrew Place Bristol Street from Civic Center Drive to Santiago Creek City Council 17 – 77 3/4/2025
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6.1.2 Building Siting
Buildings shall be sited as close to Bristol Street as possible.
Buildings shall be placed not farther than 5-feet from the rear property line where buildings do not exceed one story.
Two or more story structures shall be set back additionally at the rate of 1-foot of height for each foot of additional distance from side or rear property lines.
The space between rear building walls and the property line or sound-abating wall shall be paved and the access to this space secured by means of a lockable, solid fence not less than 6- feet high.
A 5-foot minimum distance shall be maintained between
building lines, driveway curbs and parking areas.
6.1.3 Building Form
Side street elevations shall be as narrow as possible given reasonable footprint configurations. Conversely, buildings shall present maximum frontage towards Bristol Street.
Building corners facing an intersection shall be chamfered; the chamfered face shall not be less than 15 feet (Figure 6-3).
Raised architectural elements, e.g. roof and parapet
extensions, are encouraged at street corners. The height of such extensions shall follow the building height guidelines per the following subsection.
6.1.4 Building Height
Adjacent to residential areas buildings shall not exceed 22.5 feet in height from grade to the top of the roof or parapet wall (Figure 6-5). Building heights may be increased one-foot for each additional foot of rear and side setback provided. Roof or parapet wall extensions at the intersection-facing corner of a building are permitted to a height of 35-feet provided such extensions do not exceed 500 square feet in project floor area or 25-feet along a side.
6.1.5 Screens
Architectural screens shall be constructed to obscure trash enclosures, mechanical, electrical equipment or other
utilitarian equipment as required by the Municipal Code.
6.1.6 Signage
Signage shall be subject to Municipal Code standards. Signage shall not be constructed in the landscaping between curb and sidewalk. Signs should be compatible to the architectural character of the proposed development.
The location of the sign shall not hinder street or driveway visibility.
6.1.7 Lighting
Pedestrian scale, pole-mounted fixtures shall be provided as necessary to achieve a 2-footcandle minimum level of
illumination in all commercial site areas (Figure 5-12).
All lighting shall be high-pressure-sodium.
The fixture type shall match the pedestrian type fixtures proposed for the public space.
Placement of the fixtures shall be consistent with and
responsive to the spacing and location of street trees and other landscape elements.
Building-mounted lights shall be compatible with the
proposed exterior fixtures.
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Figure 6-2 Access Drive
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6.2 Architecture
Objective:
Develop a unified architectural character that enhances the identity of the surrounding communities while not detracting from the street’s park-like setting.
6.2.1 Façades
Long, uninterrupted façades shall be avoided: building façades should be “broken”, or segmented in 20 to 30 feet sections. A “section” is defined as a plane separated horizontally not less than 3 feet from an adjacent parallel plane, and/or vertically not less than five feet from an adjacent parallel plane (Figure 6-4).
Per subsection 6.1.5, terminating a façade with a special architecture feature is required.
6.2.2 Storefront Signage
Each Commercial store or business may have one sign placed on the building’s Bristol Street or side street façade (where a single store faces both streets, two signs shall be permitted).
The sign shall be restricted to the name and/or logo of the store of business and shall consist solely of the type-face necessary to spell said name and/or logo. The type-face shall not exceed 24 inches in height nor project more than 8 inches from the building face. Product representative graphics are encouraged (Figure 6-5).
The sign or collection of signs shall not visually dominate nor overwhelm the building’s façade. A 1.5-foot minimum
distance shall be maintained from the edge of the type-face to any wall edge or corner.
Issues not addressed in this section shall refer to the municipal code.
6.2.3 Rooflines
Sloping roofs shall be pitched upwards from exterior walls at not less than a 2:1 ratio and not more than a 1:5:1 ratio (Figure 6-6).
6.2.4 Projections
Roof projections are encouraged as long as they do not have cantilevered appearance: they must terminate in a colonnade, open wall or other similar architectural device. The use of colonnades is highly encouraged.
6.2.5 Awnings
The use of canvas or metal awnings is encouraged. Awnings shall not extend more than 6 feet from the face of buildings (Figure 6-6).
6.2.6 Materials
Exterior wall materials shall be predominantly concrete, concrete block, or painted stucco. Wood, metal, brick or synthetic veneers may be used as secondary materials.
The use of decorative finishes, like ceramic tile or glass block is encouraged provided they do not dominate the
architecture.
Sloped roofs shall be clad in ceramic, terracotta, or cement tiles. Asphalt tiles shall be avoided.
Glass shall be tinted or clear. Reflective or “mirror” glass is not permitted.
6.2.7 Colors
Color shall be used as an integral part of the architecture, not as ornament or decoration, except as part of decorative or ornamental features like awnings, metal trim, doorframes, etc. Hues shall be in the pastel range, muted in tone rather than bright. Variations in color within a building are
encouraged, provided the transitions in color occur at breaks in building surfaces.
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Figure 6-3 Building Massing Figure 6-4 Façade Treatment Options City Council 17 – 81 3/4/2025
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Figure 6-5 Store Front Signage
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Figure 6-6 Roof Options Figure 6-7 Planter Types
6’ MAX.
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6.3 Landscape Architecture
Objective:
Improve the visual appearance of the corridor, improve its environmental quality; enhance the identity of the
surrounding communities.
6.3.1 Grading
For visual security reasons, mounds or sloped areas higher than 2 feet from existing grade shall be avoided.
6.3.2 Plant Material
Table 6-2 describes the recommended plant material. Trees on median and sidewalks should be in root barriers.
6.3.3 Soft Area Treatment
Non-paved or “soft” areas shall be surfaced with turf,
groundcover or shrub planting.
6.3.4 Parking Area Treatment
One Canopy Shade Tree shall be provided for each 6 required parking spaces. Each tree shall be planted in raised, curbed planters not less than 150 square feet in area for shade trees, 4x4 feet in area for palm trees. Trees/palms shall be located in such manner as to provide regular coverage across the parking area.
6.3.5 Paving
Paving areas wider than 4 feet or larger in area than 100 square feet shall be paved with one or more of the following:
concrete unit pavers; embossed, integral-color concrete; natural stone. Special paving shall be used in driveway entrances adjacent to the public sidewalk.
6.3.6 Planters
The use of planters in plaza or pedestrian gathering areas is encouraged (Figure 6-7). For the planters to have a significant visual impact, the total surface area covered by planter should not be less than 20 percent of any given paved or plaza area.
6.3.7 Furnishings
Drinking fountains, waste receptacles, newspaper stands, flagpoles, etc., shall be provided. Benches, chairs or other seating features shall be movable and suitable for overnight, secured storage.
Seating may also be provided in the form of planter walls, retaining walls or other such elements that do not encourage loitering.
Five bicycle parking posts shall be provided for each 50 feet of commercial frontage. Posts may be combined in racks or be single standing. Racks or posts shall be galvanized steel.
6.3.8 Irrigation
Spray irrigation shall be restricted to turf and ground cover areas. Sprinklers shall be vandal-resistant, pop-up in type.
Trees and vines shall be drip or flood irrigated.
6.4 Circulation
Objective:
Provide adequate areas for safe, efficient movement of all modes.
6.4.1 Service Access
The site design for commercial areas shall permit adequate access and movement of service vehicles, including waste, service and fire-emergency vehicles. When parked, these vehicles shall not hinder the operation of parking areas (except during off-hours) nor shall encroach upon public or other private property.
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PARCEL STANDARDS
Parcel
Block
Recommended Site Layout
Parcel Type Remarks
1 A/G Commercial Option
14 N/A Maintain Existing building lines, setbacks, and access alignment. 18 B
20 C
21 D
22 N/A Access from side streets only.
23 N/A Maintain Existing building lines, setbacks, and access alignment. 24 N/A Maintain Existing building lines, setbacks, and access alignment. 34 C
37 E
38 F
42 C Access from side streets only.
44 C Access from side streets only.
46 C Access from side streets only.
47 & 48 C Access from side streets only.
50 C Link driveway and parking to existing development. 52 C
53 C Commercial Option
54 C
57 C Building placed behind side street driveway. Maintain 5-foot rear and side setbacks. 58 C
58a G
Table 6-1 Parcel Standards
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Figure 6-8 Parcel Type A
Bristol Street from Warner Avenue to Saint Andrew Place Bristol Street from Civic Center Drive to Santiago Creek Bristol Street from Saint Andrew Place to Civic Center Drive City Council 17 – 86 3/4/2025
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Figure 6-9 Parcel Type B
Bristol Street from Saint Andrew Place to Civic Center Drive City Council 17 – 87 3/4/2025
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Figure 6-10 Parcel Type C
Bristol Street from Warner Avenue to Saint Andrew Place Bristol Street from Civic Center Drive to Santiago Creek Bristol Street from Saint Andrew Place to Civic Center Drive City Council 17 – 88 3/4/2025
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Figure 6-11 Parcel Type D
Bristol Street from Saint Andrew Place to Civic Center Drive City Council 17 – 89 3/4/2025
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Figure 6-12 Parcel Type E
Bristol Street from Saint Andrew Place to Civic Center Drive City Council 17 – 90 3/4/2025
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Figure 6-13 Parcel Type F
Bristol Street from Saint Andrew Place to Civic Center Drive City Council 17 – 91 3/4/2025
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Figure 6-14 Parcel Type G
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Botanical Name Common Name Remarks
Median &
Street Edge
Zone
Commercial
Zone Park Zone
Palms
.
Phoenix Canariensis Canary Island Date Palm Plant in rows, 30' o.c. ✓ Plant in clusters, 15'-25' o.c. ✓
Phoenix dactilyfera Date Palm Plant in rows, 30' o.c. ✓ Plant in clusters, 15'-25' o.c. ✓
Trachycarpus fortunei Windmill Palm Plant in clusters, 15'-25' o.c. ✓ ✓ Canopy Shade Trees
Brachychiton populneum Bottle Tree ✓ ✓
Eucalyptus nicholii Nichol's Willow-Leafed Peppermint ✓ ✓ Ginkgo biloba 'Fairmount' Maidenhair Tree ✓ ✓
Pinus canariensis Canary Island Pine ✓ ✓
Pistachia chinensis Chinese Pistache ✓ ✓
Platanus acerifolia 'Bloodgood' London Plane Tree Plant 34'-36' o.c. ✓ Tristania conferta
Quercus agrifolia
Brisbane Box
Evergreen Oak
✓
✓
✓
✓
Flowering and Accent Trees
Stenocarpus sinuatus Firewheel Tree ✓
Eriobotrya deflexa Bronze Loquat ✓
Eucalyotus sideroxylon 'Rosea' Red lronbark ✓ ✓
Jacaranda mimosifolia Jacaranda Plant 34'-36' o.c. ✓ ✓ ✓ Koelreuteria paniculata Goldenrain Tree ✓ ✓
Tabebuia avellanedae 'Paulensis' Ipe Tree ✓ ✓
Tipuana tipu Tipu Tree ✓ ✓
Cupressa sempervirens Italian Cypress ✓ ✓
Table 6-2 Recommended Plants
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Botanical Name Common Name Remarks
Median &
Street Edge
Zone
Commercial
Zone Park Zone
NOTE: All trees shall be a minimum of 24"-box.
Low Mounding Shrubs and Grasses Shrub masses, triangular spacing Myrsine africana African Boxwood 3'-0" o.c. ✓ ✓
Westringia rosemariniformis Australian Rosemary 2'-6' o.c. ✓ ✓ Coleonema diasma Breath of Heaven 3'-0" o.c. ✓ ✓
Cotoneaster microphyllus Rockspray Cotoneaster 3'-0" o.c. ✓ ✓ Escallonia 'Compakta' No Common Name 3'-0" o.c. ✓ ✓
Grevillea 'Noellil' Hummingbird Bush 3'-0" o.c. ✓ ✓
Pennisetum setaceum 'Cupreum' Fountain Grass 2'-6' o.c. ✓ ✓ Rosmarinus officinialis 'Collingwood Ingram' Rosemary 3'-0" o.c. ✓ ✓ Santolina chamaecyparissus Lavender Cotton 2'-6' o.c. ✓ ✓ Xylosma 'Compacta'
Teucrium
Cistus purpureus
Muhlenbergia
Nassella
Cistus crispatus
Salvia chamaedryoides
Lavadula
Festuca
Helictotrichon
Carex
No Common Name
Germander
Orchid Rockrose
Muhly Grass
Needlegrass
Warley Rose
Germander Sage
Lavender
Fescue
Blue Oat Grass
Sedge Grass
3'-0" o.c. ✓ ✓
Vines
Bougainvillea ssp. Bougainvillea ✓ ✓
Distictus buccinatoria Blood-red Trumpet Vine ✓ ✓
Lonicera sempervirens Trumpet Honeysuckle ✓ ✓
Solandra maxima Cup-of-Gold Vine ✓ ✓
Table 6-2 Recommended Plants
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Botanical Name Common Name Remarks
Median &
Street Edge
Zone
Commercial
Zone Park Zone
Sollya heterophylla Australian Bluebell Creeper ✓ ✓
Hibertia scandens Guinea Gold Vine ✓ ✓
Clematis armandii Evergreen Clematis ✓ ✓
Hardenbergia comptoniana Lilac Vine ✓ ✓
Ground Covers Ground cover masses, triangular spacing
Convolvulus mauritanicus Ground Morning Glory 12" o.c. ✓ ✓ ✓ Drosanthemum floribundum Rosea Iceplant 12" o.c. ✓ ✓ ✓
Gazania rigens Trailing Gazania 12" o.c. ✓ ✓ ✓
Hypericum calycinum Creeping St. Johnswort 12" o.c. ✓ ✓ ✓ Lantana montevidensis Trailing Lantana 12" o.c. ✓ ✓ ✓
Pelargonium peltatum Ivy Geranium 12" o.c. ✓ ✓ ✓
Turf Drought Resistance Fescue Hydroseed or Sod ✓ ✓ ✓
Table 6-2 Recommended Plants
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Chapter 7 IMPLEMENTATION
ELEMENT
The Bristol Street Corridor Specific Plan sets forth a variety of land use controls in the form of policies, objectives,
development standards and regulations, and design guidelines whose function is to ensure the orderly development of the planning area. This section of the Plan describes anticipated administrative, development review, and regulatory
approaches that would be followed to effectively implement this Specific Plan and identifies project capital improvements and implementation responsibilities.
In addition to the Specific Plan, the planning area is also subject to regulation under the Bristol Street Corridor Redevelopment Plan (). The two plans have distinct and
complementary roles in the implementation process. While the Specific Plan sets forth guidelines which regulate land use, development, and design in the planning area, the
Redevelopment Plan authorizes the City to acquire right-ofway necessary to make improvements to Bristol Street, acquire and assemble land parcels for development of open space, and provide development funding to finance capital improvements. The objectives of the two plans are highly integrated. Successful implementation of the Specific Plan is therefore dependent upon close coordination with
implementation of the Redevelopment Plan.
7.1 Development Review and Regulation
Specific Plan Adoption
Following public review and certification by the City of a Negative Declaration on the Specific Plan, and adoption of the Plan by the Planning Commission and City Council, the Bristol Street Corridor Specific Plan shall be incorporated as part of the City of Santa Ana’s General Plan and Zoning Ordinance.
Policies and standards presented in the Specific Plan will take precedence over more general policies and standards applied throughout the rest of the city. In situations where policies or standards relating to a particular subject have not been provided in the Specific Plan, the existing policies and standards of the City’s General Plan and Zoning Ordinance will continue to apply.
A. Revisions to the Santa Ana General Plan
The Santa Ana General Plan currently designates the planning area for a combination of Low Density Residential, General Business District, Mixed Use District, and Open Space. With approval of the Plan, the City would also adopt the Bristol Street Specific Plan as an amendment to the City of Santa Ana General Plan. The City will then revise its General Plan Land Use Map to be consistent with the distribution of land use categories presented in the Specific Plan Land Use Map (See Figure 5-1). For the most part, the same land use designations currently found in the planning area will continue to be used, although there will be a significant shift in the allocation of land area away from General Business District and Low Density Residential designations to Open Space.
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B. Revisions to Existing Zoning
The zoning provisions in the Specific Plan add to or
supplement those that already exist in the City’s Zoning Ordinance. Existing zoning categories will continue to be used in the planning area (i.e., no new zoning categories will need to be created), however, the redistribution of land uses will require that the majority of the existing parcels be rezoned in order to initiate implementation of the plan and bring the properties into compliance with the General Plan land use designations. Ninety percent of 374 parcels in the planning area will need to be rezoned. In order to facilitate
implementation of the plan and avoid confusion to area
landowners, it is recommended that all, or at least major portions, of the planning area be rezoned at the time of the Specific Plan’s adoption. Existing uses which are made
nonconforming by this action could continue until proposed capital improvements actually begin, but the zone change would provide clear direction for landowners and the City regarding the ultimate land use direction for the area. The procedure followed by the City to rezone the planning area will be to create and adopt a single Specific Plan District (SP) designation for the area (except for isolated single family residential lots not fronting on Bristol Street). The City Zoning maps would then be revised to show the area with an SP
designation and refer interested parties to the Specific Plan itself for the underlying zoning on any one parcel.
C. Assemblage of Parcels
A primary factor affecting the implementation of the Specific Plan will be the City’s acquisition of the properties necessary to implement the Bristol Street Widening project. The City will be acquiring parcels incrementally as funds become available.
Acquisition will be phased to be consistent with the phasing of proposed capital improvements. Ninety percent of the 374 parcels in the planning area will need to be rezoned. In order to facilitate implementation of the plan and avoid confusion to area landowners, it is recommended that all, or at least major portions, of the planning area be rezoned at the time of the Specific Plan’s adoption. Existing uses which are made nonconforming by this action could continue until proposed capital improvements actually begin or until property owners elect to redevelop those properties where commercial uses are planned to continue. In either case, the zone change would provide clear direction for landowners and the City regarding the ultimate land use direction for the area. The procedure followed by the City to rezone the planning area will be to create and adopt a single Specific Plan District (SP) designation for the area (except for isolated single family residential lots not fronting on Bristol Street). The City Zoning maps would then be revised to show the area with an SP
designation and refer interested parties to the Specific Plan itself for the underlying zoning on any one parcel.
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Acknowledgements
City of Santa Ana
City Council
Miguel Pulido, Mayor
Michelle Martinez, Mayor Pro Tem
David Benavides
Vincent Sarmiento
Jose Solorio
Sal Tinajero
Juan Villegas
Planning Commission
Mark McLoughlin, Chair
Cynthia Contreras-Leo, Vice Chair
Eric Alderete
Phil Bacerra
Beatriz Mendoza
Kenneth Nguyen
Lynnette Verino
City Staff
Raul Godinez II, City Manager
Robert Zur Schmide, Interim Executive Director Community Development Agency
Candida Neal
Interim Executive Director
Planning and Building Agency
Vince Fregoso, Acting Planning Manager
William Galvez, Interim Executive Director
Public Works Agency
City Council 17 – 99 3/4/2025
PWA
SANTA ANA
PUBLIC WORKS AGENCY Project No. 11-6741 & 19-6499:
Bristol Street Improvements – Phase 4
(Warner Ave. to Saint Andrew Pl.)
EXHIBIT 2
City Council 17 – 100 3/4/2025
12'
Sidewalk
12'
Drive lane
12'
Drive lane
11'
Center turn lane
11'
Drive lane
12'
Drive lane
12'
Sidewalk
8' 6' 6' 4' 2' 11' 10' 10' 1' 14' 1' 10' 10' 11' 4' 6' 6' 8' Landscape
Buffer
Class 4
Bike
Lane
Raised
Buffer
Striped
Buffer
Striped
Buffer
2'
Raised
Buffer
Landscape
Buffer
Class 4
Bike
Lane
March 4, 2025 4
11-6741
FROM WARNER AVENUE TO
SAINT ANDREW PLACE
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Docusign Envelope ID: 91 F206F5-424B-431A-B7E6-95AB3921ADA6
CITY OF SANTA ANA
CONSTRUCTION CONTRACT AGREEMENT
PROJECT 11-6741 & 19-6499
EXHIBIT 4 3
BRISTOL STREET IMPROVEMENTS FROM WARNER A VENUE TO SAINT ANDREW PLACE AND BRISTOL STREET (PHASE 4) WATER MAIN IMPROVEMENTS
This CONSTRUCTION CONTRACT is made and entered into this 4 th day of March, 2025 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 Sully-Miller Contracting Company (hereinafter "CONTRACTOR").
WITNESS ETH:
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 Bristol Street Improvements From Warner Avenue To Saint Andrew Place And Bristol Street (Phase 4) Water Main Improvements 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
• BidBond
• 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 Twenty-Two Million Three Hundred Fifty-Four Thousand Four Hundred Ninety-Two Dollars and Twenty-Five Cents ($22,354,492.25), as set forth and identified in the BID PROPOSAL, which is attached hereto and incorporated herein as Exhibit "A".
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 rev. 08/01/2023 Page 1 of 3
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1 AGREEMENT WITH CANNON CORPORATION TO PROVIDE CONSTRUCTION
MANAGEMENT AND INSPECTION SERVICES FOR BRISTOL STREET
IMPROVEMENTS PROJECT
THIS AGREEMENT is made and entered into this 4th day of March, 2025 by and between orporation (“Consultant”), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (“City”).
RECITALS
A. On December 19, 2024, City released a Request for Proposals (RFP) No. 24-139, by which it sought qualified consultants having special skill and knowledge in the field of construction management and inspection services for the Public City’s Works Agency.
B. Consultant submitted a responsive proposal which was selected by City. Consultant represents that it is able and willing to provide the services described in the scope of work included in RFP No. 24-139.
C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional contracting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in Exhibit A, attached hereto and incorporated by reference.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services under this Agreement, the rates and charges identified in Exhibit B. The total sum to be expended under the term of this Agreement, including any extension, shall not exceed $1,998,642.
b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures.
City and Consultant agree that all payments due and owing under this Agreement shall be made through Automated Clearing House (ACH) transfers. Consultant agrees to execute the City’s standard ACH Vendor Payment Authorization and EXHIBIT 5
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2 provide required documentation. Upon verification of the data provided, the City will be authorized to deposit payments directly into Consultant’s account(s) with financial institutions. 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 March 4, 2025 and terminate on March 3, 2027, unless terminated earlier in accordance with Section 17, below. The term of this Agreement may be extended for an additional one (1) year term period upon a writing executed by the City Manager and City Attorney.
4. PREVAILING WAGES
Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. If the services being performed are part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and the total compensation is $1,000 or more, Consultant agrees to fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
5. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.
6. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and City Council 17 – 122 3/4/2025
3 perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.
7. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require any subcontractors 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 Consultant.
MINIMUM SCOPE AND LIMIT OF INSURANCE
Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence and $4,000,000 aggregate. Required policy limits can be met with primary and umbrella/excess insurance policies.
Automobile Liability (AL): Insurance Services Office Form CA 00 01 covering Code 1 (any auto), with limits no less than $1,000,000 combined single limits. In the event Consultant does not maintain commercial automobile liability insurance, City will accept evidence of personal automobile insurance.
Workers’ Compensation (W/C): 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, per employee, per policy for bodily injury or disease. Coverage is not required if Consultant has no employees and signs request to waive such insurance.
Professional Liability Insurance: with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 aggregate.
If Consultant maintains broader coverage and/or higher limits than the minimums requirements shown above, City requires and shall be entitled to the broader coverage and/or the higher limits maintained by Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City.
Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:
1. City, its City Council, its officers, officials, employees, agents, and volunteers are to City Council 17 – 123 3/4/2025
4 be covered as additional insureds, under Consultant’s CGL, Professional Liability, and Automobile Liability policies, with respect to any liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, equipment, and personnel furnished in connection with such work or operations.
2. Consultant’s Insurance company(ies) agrees to waive all rights of subrogation against City, its City Council, its officers, officials, employees, agents, and volunteers for losses paid under the terms of any policy which arise from work performed by Consultant under this Agreement.
3. For any claims related to this contract, Consultant’s insurance coverage shall be primary and any insurance maintained by City, its City Council, its officers, officials, employees, agents, or volunteers shall not contribute with it.
4. A severability of interest provision must apply for all the additional insureds, ensuring that Consultant’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. Insurance policies required herein shall provide that coverage shall not be canceled, suspended, 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. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana, Attention: Danny Mai, 20 Civic Center Plaza, M-36, Santa Ana, CA 92701. The name and location of project must be included in the Description of Operations section of each certificate.
Self-Insured Retentions
Self-insured retentions must be declared to and approved by the City. City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.
Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the State of California with a current A.M. Best rating of no less than A:VII, unless otherwise acceptable to City.
Verification of Coverage
Consultant shall furnish 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 before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive Consultant’s obligation to provide them.
City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
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.
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5 8. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant or its subcontractors, agents, employees, or other persons acting on their behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding.
Notwithstanding the foregoing, to the extent Consultant’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.
9. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend, indemnify and hold harmless the City, its officers, agents, representatives, and employees against any and all liability, including costs, and attorney’s fees, for infringement of any United States’ letters patent, trademark, or copyright contained in the work product or documents provided by Consultant to the City pursuant to this Agreement.
10. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement.
11. CONFIDENTIALITY
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6 If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. “Confidential Information” shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City.
12. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interest and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement.
13. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, relation, 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, training, utilization, promotion, termination or other employment related activities or in connection with any activities under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.
14. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and Consultant regarding the subject matter herein, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not embodied herein.
15. ASSIGNMENT
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7 Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City’s prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City’s ability to have any of the services which are the subject to this Agreement performed by City personnel or by other contractors retained by City.
16. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
17. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.
18. JURISDICTION-VENUE
This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement.
19. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and City Council 17 – 127 3/4/2025
8 exemptions. Said inability shall be cause for termination of this Agreement.
20. 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: City Clerk
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
With courtesy copies to:
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, CA 92702
To Consultant: Cannon Corporation
16842 Von Karman Ave., Suite 150
Irvine, CA 92606
Attn: Patrick Riddell, PE, CPII, QSD
A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these timeframes, weekends, federal, state, County or City holidays shall be excluded.
21. 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.
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9 b. All exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.
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 City Clerk City Manager
APPROVED AS TO FORM CANNON CORPORATION
SONIA R. CARVALHO City Attorney
By: _____________________ ____________________________
Kyle Nellesen By:
Assistant City Attorney Title:
RECOMMENDED FOR APPROVAL: ____________________________ Nabil Saba, P.E.
Executive Director
Public Works Agency
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10 EXHIBIT A
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11 EXHIBIT B
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EXHIBIT 6
Construction Contract $ 22,354,492.25
Construction Management and Inspection: Cannon $ 2,398,370.00 Contract Administration $ 405,560.00
Contingencies $ 2,235,449.23
TOTAL ESTIMATED CONSTRUCTION COSTS $ 27,393,871.48
CONSTRUCTION OF PROJECT NOS. 11-6741, 19-6499: BRISTOL STREET
IMPROVEMENTS FROM WARNER AVENUE TO SAINT ANDREW PLACE
AND BRISTOL STREET (PHASE 4) WATER MAIN IMPROVEMENTS
COST ANALYSIS
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REQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
APRIL 7, 2015
TITLE:
PUBLIC HEARING - RESOLUTION TO ADOPT AN
ADDENDUM TO THE FINAL ENVIRONMENTAL
IMPACT STATEMENT/ ENVIRONMENTAL IMPACT
REPORT FOR THE BRISTOL STREET
IMPROVEMENT PROJECT BETWEEN WARNER
AVENUE AND SAINT ANDREW PLACE
STRATEGIC PLAN NO. 6, 1, G)
1 Z
Z —
CITY MANAG
RECOMMENDED ACTION
CLERK OF COUNCIL USE ONLY:
APPROVED
As Recommended
As Amended
Ordinance on 1a' Reading
Ordinance on 2I Reading
Implementing Resolution
Set Public Hearing For
CONTINUED TO
FILE NUMBER
Adopt a resolution approving an Addendum to the Final Environmental Impact Statement/ Environmental Impact Report pertaining to the Bristol Street Improvement Project between Warner Avenue and Saint Andrew Place.
Bristol Street is a major north -south transportation facility which is designated as a major arterial highway in the City' s Circulation Element of the General Plan. Improvement of the 3. 9 -mile Bristol Street segment from Warner Avenue to Memory Lane has been a long -term priority project that is being constructed in several phases. Improvements include widening the street from two to three lanes in each direction, raised landscape medians, bike lanes, and sidewalks.
In 1990, the City Council authorized embarking on these proposed improvements with the approval of the Bristol Street Final Environmental Impact Statement /Environmental Impact Report ( FEIS /EIR) ( EIS No. 89 -01). A copy of the FEIS /EIR is attached ( Exhibit 1) and is also available for review in the Clerk of the Council office.
Since the adoption of the 1990 FEIS /EIR, there have been no substantial changes in the project scope. Minor design modifications for improvements between Warner Avenue and Saint Andrew Place ( Exhibit 2) were considered, including addressing climate change issues. These modifications are identified in the Addendum to the FEIS /EIR ( Exhibit 3) in accordance with the California Environmental Quality Act ( CEQA). The design modifications to the project segment include the following:
75C -1
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Resolution Adopting an Addendum to the FEIR /FEIS for the Bristol Street Improvements (Warner to Saint Andrew)
April 7, 2015