Staff Report — Simi Valley City Council, March 10, 2025 (part 1 of 2)

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C

ITY OF SIMI VALLEY

MEMORANDUM
Ma
rch 10, 2025
T
O: City Council
F
ROM: Department of Public Works
S
UBJECT: AWARD OF PROFESSIONAL SERVICES CONTRACT S FOR ON-CALL REAL PROPERTY SERVICES, RFQ NO. PW 24-11

STAFF RECOMMENDATION
I
t is recommended that the City Council:

1. Award professional services contracts for on-call real property services as outlined below:
a) Hamner Jewell & Associates (page 4), in an amount not-t o-exceed $150,000; and,
b) Epic Land Solutions, Inc. (page 123), in an amount not-to-exceed $150,000;

2. Authorize the City Manager or her designee to approve s ubsequent contract amendments to extend the contracts for one additional, one-year term.

BACKGROUND AND OVERVIEW
S
taff recommends awarding professional services contracts to two consultants for on-call real property services. The Department does not maintain certain specialized services due to the fluctuating workload of projects . Therefore, on-call contracts for professional services have been utilized. Services generally encompass, but are not limited to, land title examination, county record searches, appraisal report preparation, and escrow services. The Department contracts with multiple firms in the event one consult ant becomes unavailable due to scheduling, a conflict of interest, or the need for third- party peer review.

AGENDA ITEM NO.

Consent (6)

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FINDINGS AND ALTERNATIVES

A Request for Qualifications (RFQ) was issued and on December 5, 2024, four firms submitted proposals. City staff evaluated and rated each of the proposals based on the following criteria:

• Understanding of the scope of work (weighted 15%)

• Expertise and experience of the team to be assigned (weighted 25%)

• Related experience on public works projects (weighted 30%)

• Approach to performing this type of service (weighted 15%)

• Familiarity with Federal and State requirements and procedures (weighted 10%)

• Local Presence and DBE (weighted 5%)

Hamner Jewell & Associates and Epic Land Solutions Inc. were rated as the most qualified to perform the requested services. Staff recommends awarding contracts to both consultants, each for an amount not-to-exceed $150,000. The scope of work includes work performed on federally funded projects and non-federally funded projects. Each contract includes an optional, one-year extension.

The following alternatives are available to the City Council:

1. Award professional services contract for on- call real property services as outlined below.

a) A cont ract to Hamner Jewell & Associates, in an amount not -to-exceed $150,000; and,

b) A contract to Epic Land Solutions Inc., in an amount not-to-exceed $150,000;

2. Authorize the City Manager or her designee to approve subsequent contract amendments to extend each contract for one additional one-year term;

3. Provide staff with other direction.

Staff recommends Alternative Nos. 1 and 2.

2 CAP2501.SR.MG

SUGGESTED CITY COUNCIL MOTION

I move to award professional services contracts for on-call real property services to Hamner Jewell & Associates and Epic Land Solutions , Inc., each for an amount not to exceed $150,000, and to authorize the City Manager or her designee to approve a subsequent contract amendment to extend each contract for one additional one-year term.

SUMMARY

Staff recommends that the City Council award professional services contracts to two consultants for on- call real property services. The City does not maintain staff for specialized inspection services due to the fluctuating workload of projects. Therefore, on- call contracts for professional services have been utilized to streamline the consultant selection process . The Department contracts with multiple firms in the event one consultant becomes unavailable due to scheduling, a conflict of interest, or the need for third-party peer review. Staff recommends that the City Council award two contracts, each for an amount not to exceed $150,000, and authorizes the City Manager, or her designee, to approve subsequent contract amendments to extend each contract for one additional one-year term.

____________________________________
Ronald K. Fuchiwaki
Public Works Director

Prepared by: Lauren Lien, Associate Engineer (Capital Projects)

INDEX Page

Contract with Hamner Jewell & Associates. .................................... 4 Contract with Epic Land Solutions. .............................................. 123

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AGREEMENT NO. 3250087

PROFESSIONAL SERVICES AGREEMENT

BETWEEN

THE CITY OF SIMI VALLEY AND

HAMNER JEWELL & ASSOCIATES
FOR ON-CALL REAL PROPERTY SERVICES, RFQ NO. PW 24-11

THIS AGREEMENT is entered into this 10th day of March, 2025, by and between the CITY OF SIMI VALLEY, a municipal corporation and general law city (“CITY”) and HAMNER JEWELL & ASSOCIATES, a California Corporation (“CONSULTANT”).

1. CONSIDERATION.

A. As partial consideration, CONSULTANT agrees to perform the work listed in the SCOPE OF SERVICES, below;

B. As additional consideration, CONSULTANT and CITY agree to abide by the terms and conditions contained in this Agreement;

C. As additional consideration, CITY agrees to pay CONSULTANT a sum not to exceed $150,000.00 for CONSULTANT’s services. CITY may modify this amount as set forth below. Unless otherwise specified by written amendment to this Agreement, CITY will pay this sum as specified in the attached Exhibit “B,” which is incorporated by reference.

1. SCOPE OF SERVICES.

A. CONSULTANT will perform services listed in the attached Exhibit “A” which is incorporated by reference.

B. The specific services required of CONSULTANT under this Agreement will consist of the tasks and obligations defined in a Task Order approved by CITY and CONSULTANT, in response to specific project scopes of work and services requested by CITY. Any duly executed and approved Task Order will become a part of this Agreement. The standard form for the Task Order is set forth in Exhibit C.

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D. CONSULTANT will, in a professional manner, furnish all of the labor, technical, administrative, professional and other personnel, all supplies and materials, equipment, printing, vehicles, transportation, office space and facilities, and all tests, testing and analyses, calculation, and all other means whatsoever, except as herein otherwise expressly specified to be furnished by CITY, necessary or proper to perform and complete the work and provide the professional services required of CONSULTANT by this Agreement.

E. CONSULTANT’s duties and services under this agreement may not include preparing or assisting CITY with any portion of CITY’s preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with CITY. CITY retains responsibility for public contracting, including with respect to any subsequent phase of a project. CONSULTANT's participation in the planning, discussions, or drawing of project plans or specifications are limited to conceptual, preliminary, or initial plans or specifications.

CONSULTANT must cooperate with CITY to ensure that all bidders for a subsequent contract on any subsequent phase of this project have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by contractor pursuant to this agreement.

2. PERFORMANCE STANDARDS. While performing this Agreement, CONSULTANT will use the appropriate generally accepted professional standards of practice existing at the time of performance utilized by persons engaged in providing similar services. CITY will continuously monitor CONSULTANT’s services. CITY will notify CONSULTANT of any deficiencies and CONSULTANT will have fifteen (15) days after such notification to cure any shortcomings to CITY’s satisfaction. Costs associated with curing the deficiencies will be borne by CONSULTANT.

3. PREVAILING WAGES.

A. Pursuant to Labor Code § 1720, and as specified in 8 California Code of Regulations § 16000, CONSULTANT must pay its workers prevailing wages. It is CONSULTANT’s responsibility to interpret and implement any prevailing wage requirements and CONSULTANT agrees to pay any penalty or civil damages resulting from a violation of the prevailing wage laws.

C. CITY directs CONSULTANT’s attention to Labor Code §§ 1777.5, 1777.6 and 3098 concerning the employment of apprentices by CONSULTANT or 5 City of Simi Valley
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any subcontractor.

i. When employment in the area of coverage by the joint apprenticeship committee has exceeded an average of 15 percent in the 90 days before the request for certificate, or

ii. When the number of apprentices in training in the area exceeds a ratio of one to five, or

iii. When the trade can show that it is replacing at least 1/30 of its membership through apprenticeship training on an annual basis state wide or locally, or

iv. When CONSULTANT provides evidence that CONSULTANT
employs registered apprentices on all of his contracts on an annual average of not less than one apprentice to eight journeymen.

v. CONSULTANT is required to make contributions to funds established for the administration of apprenticeship programs if CONSULTANT employs registered apprentices or journeymen in any apprenticeable trade on such contracts and if other contractors on the public works site are making such contributions.

vi. CONSULTANT and any subcontractor must comply with Labor Code §§ 1777.5 and 1777.6 in the employment of apprentices.

vii. Information relative to apprenticeship standards, wage schedules and other requirements may be obtained from the Director of Industrial Relations, ex officio the Administrator of Apprenticeship, San Francisco, California, or from the Division of Apprenticeship Standards and its branch offices.

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E. CONSULTANT and its subcontractors must keep an accurate certified payroll records showing the name, occupation, and the actual per diem wages paid to each worker employed in connection with this Agreement.

The record will be kept open at all reasonable hours to the inspection of the body awarding the contract and to the Division of Labor Law Enforcement.

If requested by CITY, CONSULTANT must provide copies of the records at its cost.

4. PAYMENTS. For CITY to pay CONSULTANT as specified by this Agreement, CONSULTANT must submit a detailed invoice to CITY which lists the hours worked and hourly rates for each personnel category and reimbursable costs (all as set forth in Exhibit “B”) the tasks performed, the percentage of the task completed during the billing period, the cumulative percentage completed for each task, the total cost of that work during the preceding billing month and a cumulative cash flow curve showing projected and actual expenditures versus time to date.

5. NON-APPROPRIATION OF FUNDS. Payments due and payable to CONSULTANT for current services are within the current budget and within an available, unexhausted and unencumbered appropriation of the CITY. In the event the CITY has not appropriated sufficient funds for payment of CONSULTANT services beyond the current fiscal year, this Agreement will cover only those costs incurred up to the conclusion of the current fiscal year.

6. ADDITIONAL WORK.

A. CITY’s City Manager (“Manager”) may determine, at the Manager’s sole discretion, that CONSULTANT must perform additional work (“Additional Work”) to complete the Scope of Work. If Additional Work is needed, the Manager will give written authorization to CONSULTANT to perform such Additional Work.

B. If CONSULTANT believes Additional Work is needed to complete the Scope of Work, CONSULTANT will provide the Manager with written notification that contains a specific description of the proposed Additional Work, reasons for such Additional Work, and a detailed proposal regarding cost.

C. Payments over $150,000.00 for Additional Work must be approved by CITY’s City Council, M anager or D epartment Head as provided in title 2, chapter 9 of CITY’s municipal code. All Additional Work will be subject to all other terms and provisions of this Agreement.

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7. FAMILIARITY WITH WORK.

A. By executing this Agreement, CONSULTANT agrees that it has:

i. Carefully investigated and considered the scope of services to be performed;

ii. Carefully considered how the services should be performed; and

iii. Understands the facilities, difficulties, and restrictions attending performance of the services under this Agreement.

B. If services involve work upon any site, CONSULTANT agrees that CONSULTANT has or will investigate the site and is or will be fully acquainted with the conditions there existing, before commencing the services hereunder. Should CONSULTANT discover any latent or unknown conditions that may materially affect the performance of the services, CONSULTANT will immediately inform CITY of such fact and will not proceed except at CONSULTANT’s own risk until written instructions are received from CITY.

8. TERM. The term of this Agreement will be from March 10, 2025 to March 9, 2026 with an option to renew one (1) additional year . Unless otherwise determined by written amendment between the parties, this Agreement will terminate in the following instances:

A. Completion of the work specified in Exhibit “A”;

B. Termination as stated in Section 16.

9. TIME FOR PERFORMANCE.

A. CONSULTANT will not perform any work under this Agreement until:

i. CONSULTANT furnishes proof of insurance as required under Section 23 of this Agreement; and

ii. CITY gives CONSULTANT a written notice to proceed.

B. Should CONSULTANT begin work on any phase in advance of receiving written authorization to proceed, any such professional services are at CONSULTANT’s own risk.

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10. TIME EXTENSIONS . Should CONSULTANT be delayed by causes beyond CONSULTANT’s control, CITY may grant a time extension for the completion of the contracted services. If delay occurs, CONSULTANT must notify the Manager within forty- eight hours (48 hours), in writing, of the cause and the extent of the delay and how such delay interferes with the Agreement’s schedule. The Manager will extend the completion time, when appropriate, for the completion of the contracted services.

11. CONSISTENCY. In interpreting this Agreement and resolving any ambiguities, the main body of this Agreement takes precedence over the attached Exhibits; this Agreement supersedes any conflicting provisions. Any inconsistency between the Exhibits will be resolved in the order in which the Exhibits appear below:

Exhibit “A” – Scope of Work
Exhibit “B” – Schedule of Fees
Exhibit “C” CITY RFQ NO. PW 24-11
Exhibit “D” CONSULTANT Proposal

12. CHANGES. CITY may order changes in the services within the general scope of this Agreement, consisting of additions, deletions, or other revisions, and the contract sum and the contract time will be adjusted accordingly. All such changes must be authorized in writing, executed by CONSULTANT and CITY. The cost or credit to CITY resulting from changes in the services will be determined in accordance with written agreement between the parties.

13. TAXPAYER IDENTIFICATION NUMBER. CONSULTANT will provide CITY with a Taxpayer Identification Number.

14. PERMITS AND LICENSES . CONSULTANT, at its sole expense, will obtain and maintain during the term of this Agreement, all necessary permits, licenses, and certificates that may be required in connection with the performance of services under this Agreement.

15. WAIVER. CITY’s review or acceptance of, or payment for, work product prepared by CONSULTANT under this Agreement will not be construed to operate as a waiver of any rights CITY may have under this Agreement or of any cause of action arising from CONSULTANT’s performance. A waiver by CITY of any breach of any term, covenant, or condition contained in this Agreement will not be deemed to be a waiver of any subsequent breach of the same or any other term, covenant, or condition contained in this Agreement, whether of the same or different character.

16. TERMINATION.

A. Except as otherwise provided, CITY may terminate this Agreement at any time with or without cause.

B. CONSULTANT may terminate this Agreement at any time with CITY’s mutual consent. Notice will be in writing at least thirty (30) days before the 9 City of Simi Valley
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effective termination date.

C. Upon receiving a termination notice, CONSULTANT will immediately cease performance under this Agreement unless otherwise provided in the termination notice. Except as otherwise provided in the termination notice, any additional work performed by CONSULTANT after receiving a termination notice will be performed at CONSULTANT'’ own cost; CITY will not be obligated to compensate CONSULTANT for such work.

D. Should termination occur, all finished or unfinished documents, data, studies, surveys, drawings, maps, reports and other materials prepared by CONSULTANT will, at CITY’s option, become CITY’s property, and CONSULTANT will receive just and equitable compensation for any work satisfactorily completed up to the effective date of notice of termination, not to exceed the total costs under Section 1(C).

E. Should the Agreement be terminated pursuant to this Section, CITY may procure on its own terms services similar to those terminated.

F. By executing this document, CONSULTANT waives any and all claims for damages that might otherwise arise from CITY’s termination under this Section.

17. OWNERSHIP OF DOCUMENTS; EXCEPTIONS; WARRANTY. Except as otherwise provided below, all documents, data, studies, drawings, maps, models, photographs and reports prepared by CONSULTANT (collectively, “Documents”) under this Agreement are CITY’s property. CONSULTANT may retain copies of such Documents as desired but will deliver all original materials to CITY upon CITY’s written notice. CITY agrees that use of CONSULTANT’s completed work product, for purposes other than identified in this Agreement, or use of incomplete work product, is at CITY’s own r isk. CONSULTANT warrants that all Documents it drafts and completes pursuant to this Agreement constitutes original work. Specifically, CONSULTANT understands and agrees that use of artificial intelligence (AI) tools including, without limitation, ChatGPT, Microsoft’s Bing Chat, Google’s Bard, and Meta’s LLaMA (Large Language Model Meta AI), in the performance of this Agreement does not constitute an original work, i.e., submitting Documents generated by such AI tools to CITY and representing it as CONSULTANT ’s original work constitutes a material breach of this Agreement, constitutes a false claim, and may also violate applicable intellectual property right laws including, without limitation, United States Copyright Law. Accordingly, and notwithstanding any other provision of this Agreement as to ownership, CITY specifically rejects ownership of such Documents. CONSULTANT is required to indemnify and defend CITY to the fullest extent allowed by applicable law should it violate this Section.

18. PUBLICATION OF DOCUMENTS. Except as necessary for performance of service under this Agreement, no copies, sketches, or graphs of materials, including graphic art 10 City of Simi Valley
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work, prepared pursuant to this Agreement, will be released by CONSULTANT to any other person or public CITY without CITY’s prior written approval. All press releases, including graphic display information to be published in newspapers or magazines, will be approved and distributed solely by CITY, unless otherwise provided by written agreement between the parties.

19. INDEMNIFICATION.

A. CONSULTANT must save harmless, indemnify and defend CITY and all its officers, employees and representatives from and against any and all suits, actions, or claims, of any character whatever, brought for, or on account of, any injuries or damages sustained by any person or property arising from, pertaining to, or relating to the negligence, recklessness, or willful misconduct of CONSULTANT or any of CONSULTANT’s officers, agents, employees, or representatives.

B. For purposes of this section “CITY” includes CITY’s officers, officials, employees, agents, representatives, and certified volunteers.

C. It is expressly understood and agreed that the foregoing provisions are intended to be as broad and inclusive as is permitted by the law of the State of California and will survive termination of this Agreement.

D. The requirements as to the types and limits of insurance coverage to be maintained by CONSULTANT as required by Section 23, and any approval of said insurance by CITY, are not intended to and will not in any manner limit or qualify the liabilities and obligations otherwise assumed by CONSULTANT pursuant to this Agreement, including, without limitation, to the provisions concerning indemnification.

20. ASSIGNABILITY. This Agreement is for CONSULTANT’s professional services.

CONSULTANT’s attempts to assign the benefits or burdens of this Agreement without CITY’s written approval are prohibited and will be null and void.

21. INDEPENDENT CONTRACTOR. CITY and CONSULTANT agree that CONSULTANT will act as an independent contractor and will have control of all work and the manner in which is it performed. CONSULTANT will be free to contract for similar service to be performed for other employers while under contract with CITY.

CONSULTANT is not an agent or employee of CITY and is not entitled to participate in any pension plan, insurance, bonus or similar benefits CITY provides for its employees.

Any provision in this Agreement that may appear to give CITY the right to direct CONSULTANT as to the details of doing the work or to exercise a measure of control over the work means that CONSULTANT will follow the direction of the CITY as to end results of the work only.
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22. AUDIT OF RECORDS. CONSULTANT will maintain full and accurate records with respect to all services and matters covered under this Agreement. CITY will have free access at all reasonable times to such records, and the right to examine and audit the same and to make transcript therefrom, and to inspect all program data, documents, proceedings and activities. CONSULTANT will retain such financial and program service records for at least three (3) years after termination or final payment under this Agreement.

23. INSURANCE.

A. Before commencing performance under this Agreement, and at all other times this Agreement is effective, CONSULTANT will procure and maintain the following types of insurance with coverage limits complying, at a minimum, with the limits set forth below:

Type of Insurance Limits

C ommercial general liability: $2,000,000

Professional Liability $1,000,000

Business automobile liability $1,000,000

Workers compensation Statutory requirement

B. Commercial general liability insurance will meet or exceed the requirements of the most recent ISO -CGL Form s. The amount of insurance set forth above will be a combined single limit per occurrence for bodily injury, personal injury, and property damage for the policy coverage. Liability policies will be endorsed to name CITY, its officials, and employees as “additional insureds” under said insurance coverage and to state that such insurance will be deemed “primary” such that any other insurance that may be carried by CITY will be excess thereto. Such insurance will be on an “occurrence,” not a “claims made,” basis and will not be cancelable or subject to reduction except upon thirty (30) days prior written notice to CITY.

C. Professional liability coverage will be on an “occurrence basis” if such coverage is available, or on a “claims made” basis if not available. When coverage is provided on a “claims made basis,” CONSULTANT will continue to renew the insurance for a period of three (3) years after this Agreement expires or is terminated. Such insurance will have the same coverage and limits as the policy that was in effect during the term of this Agreement, and will cover CONSULTANT for all claims made by CITY arising out of any errors or omissions of CONSULTANT, or its officers, employees or agents 12 City of Simi Valley
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during the time this Agreement was in effect.

D. Automobile coverage will be written on ISO Business Auto Coverage Form CA 00 01 06 92, including symbol 1 (Any Auto).

F. Should CONSULTANT, for any reason, fail to obtain and maintain the insurance required by this Agreement, CITY may obtain such coverage at CONSULTANT’s expense and deduct the cost of such insurance from payments due to CONSULTANT under this Agreement or ter minate pursuant to Section 16.

G. Self-Insured Retention/Deductibles. All policies required by this Agreement must allow CITY, as additional insured, to satisfy the self -insured retention (“SIR”) and deductible of the policy in lieu of CONSULTANT (as the named insured) should CONSULTANT fail to pay the SIR or deductible requirements. The amount of the SIR or deductible is subject to the approval of the City Attorney and the Risk Manager . CONSULTANT understands and agrees that satisfaction of this requirement is an express condition precedent to the effectiveness of this Agreement. Failure by CONSULTANT as primary insured to pay its SIR or deductible constitutes a material breach of this Agreement. Should CITY pay the SIR or deductible on CITY’s behalf upon the CONSULTANT’S failure or refusal to do so in order to secure defense and indemnification as an additional insured under the policy, CITY may include such amounts as damages in any action against CONSULTANT for breach of this Agreement in addition to any other damages incurred by CITY due to the breach.

24. USE OF SUBCONTRACTORS . CONSULTANT must obtain CITY’s prior written approval to use any consultants while performing any portion of this Agreement. Such approval must approve of the proposed consultant and the terms of compensation.

25. INCIDENTAL TASKS. CONSULTANT will meet with CITY monthly to provide the status on the project, which will include a schedule update and a short narrative description of progress during the past month for each major task, a description of the work remaining and a description of the work to be done before the next schedule update.

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26. NOTICES. All communications to either party by the other party will be deemed made when received by such party at its respective name and address as follows:

If to CONSULTANT:

If to CITY:

Attention: Lillian Jewell Attention: Ronald K. Fuchiwaki President/Sr. Associate Public Works Director
Hamner Jewell & Associates City of Simi Valley
3183 Duncan Road, Ste. E 2929 Tapo Canyon Road
San Luis Obispo, CA 93401 Simi Valley, CA 93063
(805) 773-1459 Staff Contact: Fuad Shamout, Principal
Engineer, (805) 583-6788
[email protected] [email protected]

Any such written communications by mail will be conclusively deemed to have been received by the addressee upon deposit thereof in the United States Mail, postage prepaid and properly addressed as noted above. In all other instances, notices will be deemed given at the time of actual delivery. Changes may be made in the names or addresses of persons to whom notices are to be given by giving notice in the manner prescribed in this paragraph.

27. CONFLICT OF INTEREST . CONSULTANT will comply with all conflict of interest laws and regulations including, without limitation, CITY’s conflict of interest regulations.

28. SOLICITATION. CONSULTANT maintains and warrants that it has not employed nor retained any company or person, other than CONSULTANT’s bona fide employee, to solicit or secure this Agreement. Further, CONSULTANT warrants that it has not paid nor has it agreed to pay any company or person, other than CONSULTANT’s bona fide employee, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. Should CONSULTANT breach or violate this warranty, CITY may rescind this Agreement without liability.

29. THIRD PARTY BENEFICIARIES . This Agreement and every provision herein is generally for the exclusive benefit of CONSULTANT and CITY and not for the benefit of any other party. There will be no incidental or other beneficiaries of any of CONSULTANT’s or CITY’s obligations under this Agreement.

30. INTERPRETATION. This Agreement was drafted in, and will be construed in accordance with the laws of the State of California, and exclusive venue for any action involving this agreement will be in Ventura County.

31. COMPLIANCE WITH LAW. CONSULTANT agrees to comply with all federal, state, and local laws applicable to this Agreement.
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32. ENTIRE AGREEMENT. This Agreement, and its Attachments, sets forth the entire understanding of the parties. There are no other understandings, terms or other agreements expressed or implied, oral or written. There are four (4) Attachments to this Agreement. This Agreement will bind and inure to the benefit of the parties to this Agreement and any subsequent successors and assigns.

33. RULES OF CONSTRUCTION. Each Party had the opportunity to independently review this Agreement with legal counsel. Accordingly, this Agreement will be construed simply, as a whole, and in accordance with its fair meaning; it will not be interpreted strictly for or against either Party.

34. SEVERABILITY. If any portion of this Agreement is declared by a court of competent jurisdiction to be invalid or unenforceable, then such portion will be deemed modified to the extent necessary in the opinion of the court to render such portion enforceable and, as so modified, such portion and the balance of this Agreement will continue in full force and effect.

35. AUTHORITY/MODIFICATION. The Parties represent and warrant that all necessary action has been taken by the Parties to authorize the undersigned to execute this Agreement and to engage in the actions described herein. This Agreement may be modified by written amendment. CITY’s Manager, or designee, may execute any such amendment on behalf of CITY.

36. ELECTRONIC SIGNATURES. This Agreement may be executed by the Parties on any number of separate counterparts, and all such counterparts so executed constitute one Agreement binding on all the Parties notwithstanding that all the Parties are not signatories to the same counterpart. In accordance with Government Code §16.5, the Parties agree that this Agreement, Agreements ancillary to this Agreement, and related documents to be entered into in connection with this Agreement will be considered signed when the signature of a party is delivered by electronic transmission. Such electronic signature will be treated in all respects as having the same effect as an original signature.

37. CAPTIONS. The captions of the paragraphs of this Agreement are for convenience of reference only and will not affect the interpretation of this Agreement.

38. TIME IS OF ESSENCE. Time is of the essence for each and every provision of this Agreement.

39. FORCE MAJEURE. Should performance of this Agreement be prevented due to fire, flood, explosion, acts of terrorism, war, embargo, government action, civil or military authority, the natural elements, or other similar causes beyond the Parties’ reasonable control, then the Agreement will immediately terminate without obligation of either party to the other.
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40. STATEMENT OF EXPERIENCE. By executing this Agreement, CONSULTANT represents that it has demonstrated trustworthiness and possesses the quality, fitness and capacity to perform the Agreement in a manner satisfactory to CITY. CONSULTANT represents that its financial resources, surety and insurance experience, service experience, completion ability, personnel, current workload, experience in dealing with private consultants, and experience in dealing with public agencies all suggest that CONSULTANT is capable of performing the proposed contract and has a demonstrated capacity to deal fairly and effectively with and to satisfy a public CITY.

IN WITNESS WHEREOF , the parties hereto have executed this Agreement the day and year first hereinabove written.

Attest: City of Simi Valley, A Municipal Corporation

By:

Lucy Blanco, City Clerk Dee Dee Cavanaugh, Mayor of the City of Simi Valley, California

Approved as to Form: HAMNER JEWELL & ASSOCIATES

By:

Algeria R. Ford, City Attorney
Print Name: Lillian Jewell

Approved as to Content: Title: President

By:

Samantha C. Argabrite, City Manager
Print Name: J. T. Katavich

Title: Secretary
Johanna Medrano,
Deputy Administrative Services Director/
Budget & Purchasing

Ronald K. Fuchiwaki,
Public Works Director

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EXHIBIT “A”

SCOPE OF WORK

Services to be Provided

The selected firm(s) shall provide the Professional Services in connection with design and construction of various public works projects within the City. These Professional Services will be assigned on an as -needed basis through the issuance of task orders depending upon the Department's project workload. Award of this annual contract does not necessarily guarantee the assignment of specific projects to the Consultant. The work, in general, may include but not limited to the following:

1. Provide right-of-way consultation and alignment studies.

2. Prepare a county record search and
provide project consultation and land title
examination.

3. Provide property ownership analysis and discuss with landowner preliminary contracts.

4. Prepare negotiations and appraisal reports while providing reviews on contract appraisals.

5. Provide liaison between property owner and the City.

6. Review project reports as applicable and provide escrow services and right -of-way certifications for construction, including Federally funded projects, and all other real property services and related work as necessary.

7. Consultant shall have thorough understanding of the FHWA and Caltrans Local Assistance Procedures Manual (LAPM) regarding Annual Anticipated Disadvantaged Business Enterprise (DBE) requirements and DBE participation. Given that the City’s Race-Conscious DBE goal is 0%, consulting firms must submit DBE requirements in accordance with Chapter 10 of LAPM. The consultant shall ensure that certified DBE firms have the opportunity to participate in the performance of the contract and shall take all necessary and reasonable steps for such assurance and comply with Prevailing Wage Requirements.

17 HAM
NER , JEWELL & ASSOCIATES | W W W. H A M N E R- J E W E L L. C O M Hamner, Jewell & Associates
(a Division of Beacon Integrated Professional Resources, Inc.) Hamner, Jewell & Associates is committed to providing the most cost effective, quality real estate services available. At all times, by pre-directive, our clients may structure and direct our efforts and general time expenditures so as to maintain control of the course of our scope of work and the cost of our services. We will bill only for time and costs actually expended in accomplishing the project goals in the most efficient and professional manner.

Our Rate Schedule for fiscal year 2024-2025 follows:

Senior Associate – Lillian Jewell $288 an hour
Senior Associates II $175-205 an hour
Senior Associate I $140-185 an hour
Associates II (Acquisition/Relocation) $120-150 an hour Associates I (Acquisition/Relocation) $95-135 an hour
Contract Administrators $120-180 an hour
Project/Transaction/Escrow Coordinators $95-135 an hour Project Assistants $75-95 an hour
Clerical Support $65-75 an hour
Appraisers Lump Sum Fee per Appraisal Assignment
The
se rates are inclusive of general office expenses, overhead, and profit. Reimbursable costs that may be passed through to the client as additional expenses include travel expenses (based upon the standard IRS mileage reimbursement rate for automobile travel, or actual expenses for rail or air travel), special handling fees such as certified, express mail, and courier delivery charges, postage, photography, copy and printing, certain project/client-specific telephone expenses, and other charges made by third parties in connection with performing the scope of services. Such third- party expenses may include, but are not limited to, such costs as moving bid fees, title and escrow company charges, notary fees, and appraisal fees. Per diem charges may apply in cases where a necessary project meeting is more than two hours auto commuting time away from a Hamner, Jewell & Associates (HJA) office location.

All reimbursable and third-party expenses will be billed to the client at cost plus 10%, with appropriate invoices or other appropriate documentation provided for reference, unless mark-up is contractually restricted. Mileage and travel costs will be passed through without mark-up.

Statements for work shall be rendered monthly. Payments are due within thirty days. Payments not received within said period will accrue interest at a rate of 10% per annum.

If HJA is called upon or compelled to provide support for litigation or other proceedings, or respond to subpoenas in any way whatsoever related to the work HJA has completed on client’s behalf, client shall pay HJA for required time in accordance with the hourly rates and fees specified in this Fee Schedule, except, however, any time for court testimony and depositions shall be paid at a rate of $500/hour for HJA Senior Associates, $325/hour for HJA Associates, and $200/hour for HJA support staff. HJA shall additionally be reimbursed for all out-of-pocket and overhead expenses in connection with such proceedings. This provision shall survive the term of the contract and shall be binding without restriction or otherwise stated contract budget limitations.

Rates may be adjusted at the beginning of each calendar year, not to exceed an annual 4% adjustment, rounded to the nearest dollar.

EXHIBIT B
FISCAL YEAR 2024-2025 RATE SCHEDULE
18 19
20 21
22 CITY OF SIMI VALLEY
Home of The Ronald Reagan Presidential Library
REQUEST FOR QUALi FiCA TIONS

REQUEST FOR QUALIFICATIONS FOR ON-CALL REAL PROPERTY SERVICES, RFQ NO. PW 24-11
The City of Simi Valley invites your firm to submit a Statement of Qualifications for On-Call Real Property Services, RFQ No. PW 24-11, for the design and construction of various public works projects. Additional information may be obtained by contacting:

Lauren Lien, Associate Engineer/Capital Projects
Department of Public Works
2929 T apo Canyon Road
Simi Valley, CA 93063
[email protected]
(805) 583-6882
Sealed proposals must be received at or before 3:30 P.M. on January 9, 2025, by the City of Simi Valley,
Department of Public Works, 2929 Tapo Canyon Road, Simi Valley CA 93063. A copy of the Request for Qualifications may be viewed and downloaded at www.simivalley.org/BidsAndProposals. Please mark the outside of the envelope (and express shipment, if applicable):

REQUEST FOR QUALIFICATIONS FOR ON-CALL REAL PROPERTY SERVICES, RFQ NO. PW 24-11
3:30 P.M. ON JANUARY 9, 2025
LATE PROPOSALS WILL NOT BE ACCEPTED.

Sincerely,
--;�,,:::_-�1.tf-+.-J;,h!:;::=::::,,..-I
__ _J \)-<:, V. . .._
Fuad Shamout,
Principal Engineer/Capital Projects
Fred D. Thomas, Mayor Rocky Rhodes, Mayor Pro Tern Mike Judge, Council Member Dee Dee Cavanaugh, Council Member Elaine P. Litster, Council Member 2929 Tapo Canyon Road, Simi Valley, CA 93063-2199 805.583.6700 www.simivalley.org

EXHIBIT C
23 RFQ NO.PW 24-11
No cont
ractor or subcontractor may be listed in a proposal for a public works project submitted on or after March 1, 2015, unless registered with the Department of Industrial Relations (DIR) pursuant to Labor Code section 1725.5, or unless the contractor or subcontractor qualifies for an exception from this requirement, for proposal purposes only, as set forth in Labor Code section 1771.1(a) or unless the small project exemption applies (total cost of project: $25,000 for public works or $15,000 for maintenance). If contractor or subcontractor believes that such an exception in 1771.1(a) applies, it must provide the applicable exception(s) in its proposal. Even those contractors or subcontractors who qualify for an exception under 1771.1(a) must be registered with DIR at the time of award, if such award is made on or after April 1, 2015.

No co
ntractor or subcontractor may be awarded a contract for public work on a public works project awarded on or after April 1, 2015 unless registered with DIR pursuant to Labor Code section 1725.5, unless the small project exemption applies.

Thi
s project is subject to compliance monitoring and enforcement by the DIR. 24 RFQ NO. PW 24-11
CIT

Y OF SIMI VALLEY

DEPARTMENT OF PUBLIC WORKS
REQ

UEST FOR QUALIFICATIONS FOR ON-CALL REAL PROPERTY SERVICES, RFQ NO. PW 24-11

TABLE OF CONTENTS
REQ
UEST FOR QUALIFICATIONS ACKNOWLEDGEMENT FORM ....................................... 1 STATEMENT OF QUALIFICATIONS INFORMATION .............................................................. 2 FEDERAL FUNDING AND DBE POLICY REQUIREMENTS ................................................. 12 STATEMENT OF PROPOSER’S QUALIFICATIONS AND REFERENCES ............................ 13 LIST OF SUBCONTRACTORS AND OFF-JOB FABRICATORS ............................................ 14 EXHIBIT A - SAMPLE CONTRACT ........................................................................................ 15 EXHIBIT B – COST PROPOSAL ............................................................................................. 28 EXHIBIT C – INSURANCE REQUIREMENTS ........................................................................ 30

LIST OF APPENDICES
APPENDIX A – REQUEST FOR QUALIFICATIONS APPLICATION…………………….……..31 APPENDIX B – STATEMENT OF QUALIFICATION ……………………………………….…….33 EXHIBIT 10-I NOTICE TO PROPOSERS DBE INFORMATION
EXHIBIT 10-Q DISCLOSURE OF LOBBYING ACTIVITIES
EXHIBIT 10-O1 CONSULTANT PROPOSAL DBE COMMITMENT
APPENDIX C – COST PROPOSAL FORMS …………………………………………………….. 40 APPENDIX D – ADDITIONAL CALTRANS LAPM FORMS………………………………………48 EXHIBIT 9-F DISADVANTAGED BUSINESS ENTERPRISE (DBE) RUNNING

TALLY OF PAYMENTS
EXHIBIT 10-G INDIVIDUAL A&E TASK ORDER DBE TRACKER
EXHIBIT 10-O2 CONSULTANT CONTRACT DBE COMMITMENT
EXHIBIT 10-S CONSULTANT PERFORMANCE EVALUATION
EXHIBIT 15-H PROPOSER/CONTRACTOR GOOD FAITH EFFORTS
EXHIBIT 17-F1 FINAL REPORT-UTILIZATION OF DISADVANTAGED

BUSINESS ENTERPRISES FOR ON-CALL CONTRACTS
EXHIBIT 17-O DISADVANTAGED BUSINESS ENTERPRISES (DBE)

CERTIFICATION STATUS CHANGE
25 RFQ NO. PW 24-08R

SUBMIT WITH PROPOSAL
1 CITY OF SIMI VALLEY

REQUEST FOR QUALIFICATIONS ACKNOWLEDGEMENT FORM
PROPOSALS ARE DUE: NO LATER THAN 3:30 P.M. ON JANUARY 9, 2025.

The City of Simi Valley is seeking proposals from qualified firms to provide On-Call Real Property Services for public works projects, RFQ NO. PW 24-11.

1. Submit three original Technical Qualifications Proposals and one Cost Proposal in separate sealed envelopes to:

Fuad Shamout, Pri ncipal Engineer/Capital Projects
Department of Public Works
2929 Tapo Canyon Road
Simi Valley, CA 93063
[email protected]
(805) 583 -6788

2. Proposer must honor proposal prices for 90 days.

3. Proposals must include this Proposal form and be signed by the vendor's authorized representative.

4. Award of a contract, if any, will be made by the City Council based upon the criteria set forth in this R equest for Qualifications and will be made based upon the best qualified Proposer rather than lowest price.

PROPOSER

TO READ
I have, read, understood, and agree to the terms and conditions on all pages of this Request for Qua
lifications. The undersigned agrees to furnish the commodity or service stipulated on this Proposal as stated above.
____________________________ _________ _________________________ Signature Company
____________________________ ___________ _____________________ Name (Print) Address
____________________________ _________ _______________________ Title of Person Signing Proposal Company Phone No.
26 RFQ NO. PW 24-11
2 STATEMENT OF QUALIFICATIONS INFORMATION
The C
ity of Simi Valley requests proposals for the following purpose according to the terms and conditions attached. In the preparation of this Request for Qualifications (“RFQ”), the words "Proposer," "Contractor,” "Consultant," or “Firm” are used interchangeably.

I. Introduction/Background:

Th
e City of Simi Valley (City), Department of Public Works (Department) is seeking interested firms to submit a Statement of Qualifications for On- Call Real Property Services associated with the design and construction of City public works projects. Some of these projects are federally funded and therefore are subject to applicable federal requirements, including 49 CFR 26 – Participation by Disadvantaged Business Enterprises. The DBE goal for these services is 0%. The term for this service will be two (2) years from the effective date, with an option to renew one (1) additional year.

II. Objective :

The R
FQ objective is to retain one to two firms to provide On-Call Real Property Consultant Services for the City on an as-needed basis.

III. Statement Of Work:

A. Services to be Provided
The s
elected firm(s) shall provide the Professional Services in connection with design and construction of various public works projects within the City. These Professional Services will be assigned on an as-needed basis through the issuance of task orders depending upon the Department's project workload. Award of this annual contract does not necessarily guarantee the assignment of specific projects to the Consultant.

The work, in general, may include but not limited to the following:

1. Predesign right-of-way consultation.

2. Al
ignment studies.

3. Count
y record search.

4. Pr
oject consultation and project reports, as applicable.

5. Land
title examination.

6. Pr
operty ownership analysis.

7. Doc
ument preparation for legal descriptions, eminent domain, etc.

8. Landow
ner preliminary contacts.

9. Pr
epare negotiations appraisal reports.
27 RFQ NO. PW 24-11
3 10. Provide appraisal review on contract appraisals.

11. Liai
son between property owner and the City.

12. Escr
ow services.

13. Righ
t-of-way certifications for construction, including f ederally funded projects, and all other real property services and related work, as necessary.

14. Cons
ultant shall have thorough understanding of the FHWA and Caltrans Local Assistance Procedures Manual (LAPM) regarding Annual Anticipated Disadvantaged Business Enterprise (DBE) requirements and DBE participation.

Given that the City’s Race- Conscious DBE goal is 0%, consulting firms must submit DBE requirements in accordance with Chapter 10 of LAP M. The consultant shall ensure that certified DBE firms have the opportunity to participate in the performance of the contract and shall take all necessary and reasonable steps for such assurance and comply with Prevailing Wage Requirements.

IV. Method of Payment
The method of payment for this Contract shall be Specified Rates of Compensation. The Consultant shall be paid at an agreed and supported specific fixed hourly rate for each class of employee engaged directly in the work. The specific rates of compensation are to include an hourly breakdown, direct salary costs, fringe benefits, indirect costs, and net fee.

V. Time Schedule
The i
nitial term of this Agreement will be two (2) years from the effective date, with an option to renew one (1) additional year.

VI. Schedule of Events
The f
ollowing is a tentative schedule of events. Should the City require a change in schedule, the prospective Proposers will be notified:

ACTION DATE
Request for Qualification Issued December 5, 2024
Last Day to Submit Inquiries December 26, 2024
Addendum Issued for Submitted Inquiries (if required) December 27, 2024 RFQ Submission Deadline 3:30 p.m., January 9, 2025
City Council Award February 24, 2025
VII. Inquiries
Questions and requests for clarifications about this RFQ must be submitted no later than the date stated in the Proposal Schedule for response. No questions other than written or e-mail will be accepted, and no response other than written will be binding upon the City.
28 RFQ NO. PW 24-11
4 STATEMENT OF QUALIFICATIONS REQUIREMENTS
Thr
ee copies of the Technical Qualifications Proposal and one copy of the Cost Proposal must be sealed in separate envelopes and be received by the City of Simi Valley, Department of Public Works, 2929 Tapo Canyon Road, Simi Valley, CA 93063, Attn: Fuad Shamout , at or before 3:30 P.M. on January 9, 2025.

I. Statement of Qualifications Content
Sub
mitted proposals must follow the format outlined below and all requested information must be supplied. Failure to submit all requested information will result in elimination from proposal evaluation. Each Proposal must be submitted in two parts:

Part I: Technical Proposal (three copies)
Pa
rt II: Cost Proposal (one copy)
A. Part I. Technical Proposal

1. Reques
t for Proposal Acknowledgement Form.

2. Appe
ndix A, “Request for Qualifications – Application Form”.

3. Cov
er Letter.
a. Inc
lude the name, address, and telephone number of the company, and signed by the person or persons authorized to represent the firm. b. Teaming is allowed.
c. Cov
er Letter must stipulate that the proposals are firm offers for at least ninety (90) days.
d. Al
l addendums received must be acknowledge in the cover letter.

4. Tabl
e of Contents. Clearly identify material contained in the Proposal by section and page number.

5. Sec
tion 1: Introduction. Contents to be determined by Proposer.

6. Sec
tion 2: Methodology.
a. Des
cribe the methodology and techniques to be employed.
b. Provide a detailed explanation of the work and intended approach. This should convey the applicants understanding of the work and demonstrate the necessary experience and management skills.

7. Sec
tion 3: Project Management. Describe the proposed management structure 29 RFQ NO. PW 24-11
5 and organization of contracting group.

8. Sec
tion 4: Key Personnel and Subcontractors.
a. Pr
ovide an organizational chart showing the relationship of all key personnel.

For each key personnel, provide a brief resume including the following:
i. Qual
ifications and experience on similar projects.
ii. Pr
oposed role and responsibilities.
iii. Appl
icable licenses and/or special qualifications.
iv. H
ome office location.
v. Es
timate of time allocation for required services.
b. If
subcontractors are to be used, identify each of them in the Proposal.

Describe the work to be performed by them and the number of hours or the percentage of time they will devote to the project. Provide a list of their assigned staff, their qualifications, relationship to project management, schedule, costs, and hourly rates.

9. Sec
tion 5: Qualifications and References.
a. Su
bmit the ‘ Statement of Proposer’s Qualifications and References ’ form.

Please included additional page(s), if necessary.
b. Des
cribe the qualifications of the F irm, key staff and each sub- contractor in performing skilled On-Call Real Property Services for a variety of public works projects within the last five (5) years and demonstrate competence to perform the work described in the statement of work. Information shall include:
i. Lis
t and describe three (3) contracts performed by your Firm in the last five (5) years, of comparable size and scope of work.
ii. Iden
tify key personnel and support staff linked to referenced projects and their responsibilities with respect to the scope of work. iii. Lengt
h of time your firm has engaged in providing the work included within the statement of work under the present business name. iv. P
rovide at least three (3) references that received similar services from your Firm. The City reserves the right to contact each of the references listed for additional information. References shall include:
• Cl
ient Name and Address
• Contact’s Name, Phone Number, and E-mail
• Project Description
30 RFQ NO. PW 24-11
6 • Project start and end date
• Contract Amount

10. Sec
tion 6: Conflict of Interest. Address possible conflicts of interest with other clients affected by actions performed by the firm on behalf of the City. Although the Proposer will not be automatically disqualified by reason of work performed for other parties, the City reserves the right to consider the nature and extent of such work in evaluating the proposal.

11. Sec
tion 7: Forms: The Consultant is to complete all required forms found in Appendix B . Required forms shall be included in the Technical Qualifications Proposal.

B. Part II. Cost Proposal
Mark-ups
on sub-consultants costs and other direct costs will not be allowed.

The e
ffective dates of rates must cover a minimum of two (2) years from the City Council Award date stated in the proposed schedule of events: February 24,2025, through February 23, 2026.

1. State and/or Federally Funded Costs
a. Cost Proposal must be submitted using the applicable forms found in Appendix C. Electronic version of the Cost Proposal form is available on the City of Simi Valley Website as shown below.
• https://www.simivalley.org/departments/administrative- services/support-services-purchasing/bids-proposals
b. The Firm’s Cost Proposal shall include a complete table of costs for the proposed professional services, including a list of team members with job classification, hourly billing rates for each classification, billing multiplier, indirect cost rates (ICRs), and other direct costs (ODCs).

2. Non State and/or Federally Funded Costs
a. The Firm’s Cost Proposal shall include a complete table of costs for the proposed professional services, including a list of team members with job classification, hourly billing rates for each classification and effective dates of rates. Rate sheets are allowed.

II. Statement of Qualification Submission
Al
l Proposals must be submitted according to the specifications set forth in the Statement of Qualifications Requirements Section 1, Statement of Qualifications Content and in this section. Failure to adhere to these specifications may be cause for rejection of the 31 RFQ NO. PW 24-11
7 Proposal.

A. Signature. A person authorized to contractually bind the Proposer MUST sign all Proposals.

B. Due Date. The Proposer must submit three (3) complete sealed copies of each of the Technical Proposal and Cost Proposal, with the following:

1. Nam
e and address of the Proposer, plainly marked in the upper left-hand corner.

2. Ti
tle of the Proposal, including the words “RFQ No. PW 24-11.”

3. Al
l Proposals must be received on at or before 3:30 P.M. on January 9, 2025, and should be directed to:

Fuad S
hamout, Principal Engineer/Capital Projects
Department of Public Works
2929 Tapo Canyon Road
Simi Valley, CA 93063
Late
Proposals will not be accepted. Any correction or resubmission done by the proposer will not extend the submittal due date.

4. Addenda. City may modify the Proposal and/or issue supplementary information or guidelines relating to the RFQ.

5. Rejection. A Proposal may be deemed nonresponsive and may be immediately rejected if:
a. It
is received at any time after the exact date and time set for receipt of proposals; and/or
b. It
is not prepared in the format prescribed; and/or
c. It
signed by an individual not authorized to represent the firm.

6. Disposition of Proposals. The City may reject any or all Proposals. All responses are public documents and become the property of the City. One copy of the Proposal must be retained for City files. Additional copies and materials will be returned only if requested and at the Proposer’s expense.

7. Proposal Changes. Once submitted, Proposals, including the composition of the contracting team, cannot be altered without prior written consent of the City. All Proposals constitute an offer to the City and may not be withdrawn for a period of 60 days after the last day to accept Proposals.

III. Evaluation of Proposals
32 RFQ NO. PW 24-11
8 City staff will review the Statement of Qualifications in accordance with the Schedule noted above. The Technical Qualification Proposal will be evaluated by City staff based on the following criteria:
• Under
standing of the scope of work (weighted 15%).
• Ex
pertise and experience of the team to be assigned (weighted 25%). • Rel
ated experience on public works projects (weighted 30%). • Appr
oach to performing this type of service (weighted 15%). • Fa
miliarity with Federal & State requirements and procedures (weighted 10%). • Local
Presence and DBE (weighted 5%)
A r
anking will be performed according to the City's qualification selection procedure and only the top contenders will be considered further.

The C
ost Proposal is not used in the ranking process and will not be opened by the City until the Technical Qualification Proposals have been ranked. The Proposer rated as most qualified to perform the requested services may be invited to negotiate a final agreement. If an agreement is not reached, negotiations may be terminated and will commence with the next most qualified Proposer.

The aw
ard of the contract will be based on a combination of all factors. The City reserves the right to reject any and all Proposals, and in accordance with the Proposal Terms and Conditions.

Recommendation to City Council for Contract Award
The successful Proposer/s will be selected by the evaluation committee based upon the criteria set forth above and the City’s sole discretion. A recommendation will then be made to the City Council for award. The City is under no obligation to contract with any Proposer.
33 RFQ NO. PW 24-11
9 PROPOSAL TERMS AND CONDITIONS
Submitting Proposals. (a) Proposals must include this form, in its entirety, in a sealed envelope with the wording “Proposal,” proposal number and closing date marked on the outside; (b) Proposals/corrections received after the closing time will not be opened. The City is not responsible for proposals not properly marked and delivered. Upon award, all submissions become a matter of public record.

Alternatives. Any changes or alternatives must be set forth in a letter attached to this proposal.

The City has the option of accepting or rejecting any alternative proposal.

Currency. All references to dollar amounts in this solicitation and in vendor's response refer to United States currency.

Preparation. All proposals must be typed or written in black ink. Errors may be crossed out and corrected in ink, then initialed in ink by the person signing the proposal.

Rejection. The City may reject any or all proposals and waive any irregularity in any proposal in its sole discretion.

Default. In case of default by the vendor of any of the conditions of this proposal or contract resulting from this proposal, the vendor agrees that the City may procure the services from other sources and may deduct from the unpaid balance due the vendor, or collect against the bond or surety, or may invoice the vendor for excess costs so paid, and prices paid by the City will be considered the prevailing market price at the time such purchase is made.

Assignment. No assignment by the vendor of contract or any part hereof, or of funds to be received hereunder, is binding upon the City unless the City gave written consent before such assignment.

Subcontractors. The Proposer must list any subcontractors that will be used, the work to be performed by them, and total number of hours or percentage of time they will spend on the project.

Indemnification. The extent of a successful contractor’s obligation to indemnify and defend the City is set forth in the sample contract attached to this RFP.

Bonds. When deemed necessary by the City, bid bonds must be furnished by all proposers in the amount of at least 10% of the bid to guarantee that proposers will enter into contract to furnish goods at prices stated. Likewise, a Performance Bond must be required of the successful proposer when stated in the specification (cash deposit, certified or cashier's check or money order may be substituted in lieu of either bond).

DIR Registration. In accordance with the provisions of California Labor Code § 1771.1 unless registered with the DIR (Department of Industrial Relations), a contractor may not propose, nor be listed as a subcontractor, for any proposal submitted for public work on or after March 1, 2015, with certain exceptions as set forth in Labor Code § 1771.1(a), or unless the small project exemption applies (total cost of project: $25,000 for public works or $15,000 for maintenance). Without the small project exemption, a public entity cannot award a public work 34 RFQ NO. PW 24-11
10 contract to a non-registered contractor or subcontractor, effective July 1, 2017. P roposers on non-exempt projects must be registered with DIR. If any contractor or subcontractor listed in a proposal is believed to be exempt from registration as set forth in Labor Code § 1771 (a), the proposal must set forth the claimed exemption. Failure to provide evidence of registration or of a valid exemption at the time of proposal submittal renders the proposal as non-responsive and prohibits award the Contract to any proposer not registered with DIR.

Prevailing Wages and Minority Group Skill Upgrade and Employment. Proposers are notified that pursuant to the Labor Code the California Department of Industrial Relations has ascertained the general prevailing rate of per diem wages and the general prevailing rate for legal holiday and overtime work in the locality in which this work is to be performed for each craft, classification or type of worker needed to execute the Contract. Such wage scale is set forth at length in a Schedule of Prevailing Rates of Wages that is on file at the California Department of Industrial Relations and is available at www.dir.ca.gov/DLSR/PWD/index.htm.

The published prevailing rates that the Contractor shall pay are hereby incorporated in and made a part of these Proposal Terms and Conditions.

Insurance. This is a contract involving services and the City requires insurance. Insurance must be primary insurance and must name the City of Simi Valley as an additional insured. Proof of insurance in the following amounts must be provided prior to contract signing; liability in the amount of $2 ,000,000, automotive in the amount of $1,000,000, worker’s compensation in accordance with California law and Errors & Omissions of $1,000,000 each occurrence/$2,000,000 policy aggregate. Specific insurance requirements are set forth in the sample contract. PROPOSERS MUST SIGN AND RETURN EXHIBIT C , INSURANCE REQUIREMENTS, WITH THEIR PROPOSAL.

Submission of One Proposal Only. No individual, or business entity of any kind may file or to be interested in more than one proposal, except an alternative proposal when specifically requested. However, a person who has quoted prices on materials to a firm submitting a proposal is not thereby disqualified from quoting prices to other firms submitting proposals.

Contract Requirement. The proposer to whom award is made must execute a written contract with the City within 10 calendar days after written notice of the award was sent by mail/email to the address given in the proposal or within 10 calendar days after receipt by Proposer.

California Public Records Act. All information contained in the Proposal, and the Proposal itself, is a public record and subject to release to the public once opened. Proposers should not include trade secrets or other confidential information in their Proposal . To request public records, please visit www.simivalley.org/recordsrequest or contact City Clerk’s Office at (805) 583-6748.

Submission of References . Each proposer must submit a Statement of Qualifications and References on the form provided in the Request for Proposals package.

Non-commitment of Department. This Request for Proposal does not commit the City to award a contract, to pay any costs incurred in the preparation of a Proposal for this request, or to procure or contract for services. The City may accept or reject any or all proposals received as a result of this request, to negotiate with any qualified firm or to modify or cancel in part or in its entirety the Request for Proposal if it is in the best interests of the City to do so. 35 RFQ NO. PW 24-11
11 Proposal Rejection. The City may reject the proposal of any proposer that previously failed to perform properly, or complete on time, contracts of a similar nature, or to reject the proposal of a proposer who is not in a position to perform such a contract satisfactorily. The City may reject the proposal of any proposer who is in default of the payment of taxes, licenses or other monies due to the City of Simi Valley.

Contract Pricing. Except as otherwise provided, price proposals must remain consistent through the term of this contract.

Proposal Questions. Questions regarding this RFQ may be made to the contact person listed below. Please review the Proposal schedule to determine the last day to submit questions.

Lauren Lien, Associate Engineer/Capital Projects
Department of Public Works
2929 Tapo Canyon Road
Simi Valley, CA 93063
[email protected]
(805) 583-6882
36 RFQ NO. PW 24-11
12 FEDERAL FUNDING AND DBE POLICY REQUIREMENTS
Pr
ojects may be funded by Federal funds and must comply with FHWA and Caltrans requirements. The following requirements shall be considered as included in the professional services agreement to be executed between the CITY and the CONSULTANT:

The Consultant shall make a good faith effort to meet the DBE Goal that has been established at zero (0) percent. The Consultant shall give consideration to securing the services of DBE firms in the performance of the work anticipated in this Request for Proposal, as specified in 23 CFR 172.5(b), 49 CFR Part 26, and in the attached Exhibit 10- I “Notice to Bidders/Pr oposers Disadvantaged Business Enterprise Information”.

The C
onsultant and all Sub-Consultants shall submit “Certification of Indirect Costs” and “Cost Proposal” on an annual basis per the conditions specified in the contract.

The C
onsultant shall submit a completed Exhibit 10- O1, “Local Agency Proposer DBE Commitment (Consultant Contract)”, with the Statement of Qualifications.

The C
onsultant shall submit a completed Exhibit 10- O2, “Local Agency Proposer DBE Information (Consultant Contract), prior to award of the contract.

The C
onsultant shall submit, upon completion of the contract, regardless of whether DBE participation is obtained, a summary of the DBE records, Exhibit 17-F or equivalent, “Final Report – Utilization of Disadvantaged Business Enterprises (DBE) First – Tier Subcontractors” shall be prepared, certified correct, and submitted.

The C
onsultant shall comply with Federal and State procedures, with respect to the Disadvantaged Business Enterprise Program, as specified herein and as directed by the County.

The f
ollowing exhibits/forms are attached, made a part hereof, shall be completed if and as required, and shall be considered as part of the executed agreement between the City and the successful Consultant:

Submit with Proposal:

Exhibit 10-O1 Consultant Proposal DBE Commitment
Exhibit 10-Q Disclosure of Lobbying Activities
As requested or required by the CITY or others:

Exhibit 9-F Disadvantaged Business Enterprise (DBE) Running Tally of Payment
Exhibit 10-O2 Consultant Contract DBE Commitment
Exhibit 10-G Individual A&E Task Order DBE Tracker
Exhibit 10-S Consultant Performance Evaluation
Exhibit 15-H DBE Information – Good Faith Efforts
Exhibit 17-F1 Final Report – Utilization of Disadvantaged Business Enterprises for On-Call Contracts Exhibit 17-O Disadvantaged Business Enterprises (DBE) Certification Status Change 37 RFQ NO. PW 24-11

SUBMIT WITH PROPOSAL
13 STATEMENT OF PROPOSER’S QUALIFICATIONS AND REFERENCES The P
roposer is required to state the Proposer's financial ability and a general description of similar work performed.

Number of years engaged in providing the work included within the scope of the specifications under the present business name: .

Lis
t and describe fully a minimum of five projects performed by your firm within the last five years, which demonstrate your ability to complete the work included within the scope of the specifications and where the Proposer has performed work in providing architectural designs of libraries and library areas, particularly in Ventura County’s jurisdiction with government agencies similar to the Simi Valley Public Library. 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.

Ref
erence No. 1
Customer Name:

Contact Individual: Phone No.

Address:

Contract Amount: Year:

Description of work done:

Ref
erence No. 2
Customer Name:

Contact Individual: Phone No.

Address:

Contract Amount: Year:

Description of work done:

Ref
erence No. 3
Customer Name:

Contact Individual: Phone No.

Address:

Contract Amount: Year:

Description of work done:
38 RFQ NO. PW 24-11

SUBMIT WITH PROPOSAL
14 LIST OF SUBCONTRACTORS AND OFF-JOB FABRICATORS
Cont
ractor's Name _________________________________________________________ Lis
ting must comply with the provisions of Public Contract Code § 4104.

Name of
Subcontractor
or Off-Job Fabricator
PWC
Number
CSLB
Number
Address Items of Work
If more space is needed, attach additional sheets.

Public Contract Code § 4104 provides that bidders must list:
(a)(1) The name, the location of the place of business, and the California contractor license number of each subcontractor who will perform work or labor or render service to the prime contractor in or about the construction of the work or improvement, or a subcontractor licensed by the State of California who, under subcontract to the prime contractor, specially fabricates and installs a portion of the work or improvement according to detailed drawings contained in the plans and specifications, in an amount in excess of one -half of 1 percent of the prime contractor's total bid or, in the case of bids or offers for the construction of streets or highways, including bridges, in excess of one-half of 1 percent of the prime contractor's total bid or ten thousand dollars ($10,000), whichever is greater.

Per Public Contract Code §4104, Contractor’s bidding on public projects are required to list above California contractor license numbers and DIR registration numbers for all subcontractor’s performing work in excess of one-half of one-percent of the contract’s value. 39 AGREEMENT NO. CLICK HERE TO ENTER TEXT.

PROFESSIONAL SERVICES AGREEMENT

FOR DESIGN SERVICES

BETWEEN

THE CITY OF SIMI VALLEY AND

CONSULTANT NAME

FOR IDENTIFY SERVICES
THIS AGREEMENT is entered into this Click here to enter text. day of Click here to enter text. 2025, by and between the CITY OF SIMI VALLEY, a municipal corporation and general law city (“CITY”) and Consultant name , a type of organization, e.g., corporation, and state in which it is incorporated (“CONSULTANT”).

1. CONSIDERATION.

A. As partial consideration, CONSULTANT agrees to perform the work listed in the SCOPE OF SERVICES, below;
B. As additional consideration, CONSULTANT and CITY agree to abide by the terms and conditions contained in this Agreement;
C. As additional consideration, CITY agrees to pay CONSULTANT a sum not to exceed $Click here to enter text. for CONSULTANT’s services. CITY may modify this amount as set forth below. Unless otherwise specified by written amendment to this Agreement, CITY will pay this sum as specifi ed in the attached Exhibit “ Click here to enter text. ,” which is incorporated by reference.

1. SCOPE OF SERVICES.

A. CONSULTANT will perform general engineering services listed in the attached Exhibit “A” which is incorporated by reference.

B. The specific services required of CONSULTANT under this Agreement will consist of the tasks and obligations defined in a Task Order approved by CITY and CONSULTANT, in response to specific project scopes of work and services requested by CITY. Any duly executed and app roved Task Order will become a part of this Agreement. The standard form for the Task Order is set forth in Exhibit C.

C. Consulting services required by CITY will be provided on an as -needed basis with CITY determining and advising CONSULTANT as to when specific services are required to be performed or completed by CONSULTANT.
15 EXHIBIT A - SAMPLE CONTRACT
The successful Proposer will be required to enter into the sample contract as provided below. 40 D. CONSULTANT will, in a professional manner, furnish all of the labor, technical, administrative, professional and other personnel, all supplies and materials, equipment, printing, ve hicles, transportation, office space and facilities, and all tests, testing and analyses, calculation, and all other means whatsoever, except as herein otherwise expressly specified to be furnished by CITY, necessary or proper to perform and complete the work and provide the professional services required of CONSULTANT by this Agreement.

E. CONSULTANT’s duties and services under this agreement may not include preparing or assisting CITY with any portion of CITY’s preparation of a request for proposals, reques t for qualifications, or any other solicitation regarding a subsequent or additional contract with CITY. CITY retains responsibility for public contracting, including with respect to any subsequent phase of a project. CONSULTANT's participation in the planning, discussions, or drawing of project plans or specifications are limited to conceptual, preliminary, or initial plans or specifications.

3. PREVAILING WAGES.

A. Pursuant to Labor Code § 1720, and as specified in 8 California Code of Regulations § 16000, CONSULTANT must pay its workers prevailing wages. It is CONSULTANT’s responsibility to interpret and implement any prevailing wage requirements and CONSULTANT agrees to pay any penalty or civil dama ges resulting from a violation of the prevailing wage laws.

B. In accordance with Labor Code § 1773.2, copies of the prevailing rate of per diem wages are available upon request from CITY’s Engineering Division or the website for State of California Prevailing wage determination at http://www.dir.ca.gov/DLSR/PWD. CONSULTANT must post a copy of the prevailing rate of per diem wages at the job site.
16 41
C. CITY directs CONSULTANT’s attention to Labor Code §§ 1777.5, 1777.6 and 3098 concerning the employment of apprentices by CONSULTANT or any subcontractor.

D. Labor Code § 1777.5 requires CONSULTANT or subcontractor employing tradesmen in any apprenticeship occupation to apply to the joint apprenticeship committee nearest the site of the public works project and which administers the apprentice¬ship program in that trade for a certificate of approval. The certificate must also fix the ratio of apprentices to journeymen that will be used in the performance of the contract. The ratio of apprentices to journeymen in such cases will not be less than one to five except:
i. When employment in the area of coverage by the joint apprenticeship committee has exceeded an average of 15 percent in the 90 days before the request for certificate, or
ii. When the number of apprentices i n training in the area exceeds a ratio of one to five, or
iii. When the trade can show that it is replacing at least 1/30 of its membership through apprenticeship training on an annual basis state wide or locally, or
iv. When CONSULTANT provides evidence that CON SULTANT
employs registered apprentices on all of his contracts on an annual average of not less than one apprentice to eight journeymen. v. CONSULTANT is required to make contributions to funds established for the administration of apprenticeship programs if CONSULTANT employs registered apprentices or journeymen in any apprenticeable trade on such contracts and if other contractors on the public works site are making such contributions. vi. CONSULTANT and any subcontractor must comply with Labor Code §§ 1777.5 and 1777.6 in the employment of apprentices.
vii. Information relative to apprenticeship standards, wage schedules and other requirements may be obtained from the Director of Industrial Relations, ex officio the Administrator of Apprenticeship, San Francisco, California, or from the Division of Apprenticeship Standards and its branch offices.
17 42
E. CONSULTANT and its subcontractors must keep an accurate certified payroll records showing the name, occupation, and the actual per diem wages paid to each worker employed in connection with this Agreement.

The record will be kept open at all reasonable hours to the inspection of the body awarding the contract and to the Division of Labor Law Enforcement.

If requested by CITY, CONSULTANT must provide copies of the records at its cost.

4. PAYMENTS. For CITY to pay CONSULTANT as specified by this Agreement, CONSULTANT must submit a detailed invoice to CITY which lists the hours worked and hourly rates for each personnel category and reimbursable costs (all as set forth in Exhibit “Click here to enter text. ”) the tasks performed, the percentage of the task completed during the billing period, the cumulative percentage completed for each task, the total cost of that work during the preceding billing month and a cumulativ e cash flow curve showing projected and actual expenditures versus time to date.

5. NON-APPROPRIATION OF FUNDS. Payments due and payable to CONSULTANT for current services are within the current budget and within an available, unexhausted and unencumbered appropriation of the CITY. In the event the CITY has not appropriated sufficient funds for payment of CONSULTANT services beyond the cur rent fiscal year, this Agreement will cover only those costs incurred up to the conclusion of the current fiscal year.

6. ADDITIONAL WORK.

A. CITY’s city manager (“Manager”) may determine, at the Manager’s sole discretion, that CONSULTANT must perform additional work (“Additional Work”) to complete the Scope of Work. If Additional Work is needed, the Manager will give written authorization to CONSULTANT to perform such Additional Work.

B. If CONSULTANT believes Additional Work is needed to complete the Scope of Work, CONSULTANT will provide the Manager with written notification that contains a specific description of the propos ed Additional Work, reasons for such Additional Work, and a detailed proposal regarding cost.

C. Payments over $ Click here to enter text. for Additional Work must be approved by CITY’s city council. All Additional Work will be subject to all other terms and provisions of this Agreement.
18 43

7. FAMILIARITY WITH WORK.

A. By executing this Agreement, CONSULTANT agrees that it has:
i. Carefully investigated and considered the scope of services to be performed;
ii. Carefully considered how the services should be performed; and iii. Understands the facilities, difficulties, and restrictions attending performance of the services under this Agreement.

B. If services involve work upon any site, CONSULTANT agrees that CONSULTANT has or will investigate the site and is or will be ful ly acquainted with the conditions there existing, before commencing the services hereunder. Should CONSULTANT discover any latent or unknown conditions that may materially affect the performance of the services, CONSULTANT will immediately inform CITY of s uch fact and will not proceed except at CONSULTANT’s own risk until written instructions are received from CITY.

8. TERM. The term of this Agreement will be from Click here to enter a date. to Click here to enter a date. . Unless otherwise determined by written amendment between the parties, this Agreement will terminate in the following instances:

A. Completion of the work specified in Exhibit “Click here to enter text.”; B. Termination as stated in Section 16.

9. TIME FOR PERFORMANCE.

A. CONSULTANT will not perform any work under this Agreement until:
i. CONSULTANT furnishes proof of insurance as required under Section 23 of this Agreement; and
ii. CITY gives CONSULTANT a written notice to proceed.

B. Should CONSULTANT begin work on any phase in advance of receiving written authorization to proceed, any such professional services are at CONSULTANT’s own risk.
19 44

10. TIME EXTENSIONS . Should CONSULTANT be delaye d by causes beyond CONSULTANT’s control, CITY may grant a time extension for the completion of the contracted services. If delay occurs, CONSULTANT must notify the Manager within forty- eight hours (48 hours), in writing, of the cause and the extent of the delay and how such delay interferes with the Agreement’s schedule. The Manager will extend the completion time, when appropriate, for the completion of the contracted services.

11. CONSISTENCY. In interpreting this Agreement and resolving any ambiguities, t he main body of this Agreement takes precedence over the attached Exhibits; this Agreement supersedes any conflicting provisions. Any inconsistency between the Exhibits will be resolved in the order in which the Exhibits appear below:

List exhibits – scope of work first; budget (if applicable) next; and proposal last

13. TAXPAYER IDENTIFICATION NUMBER. CONSULTANT will provide CITY with a Taxpayer Identification Number.

16. TERMINATION.

A. Except as otherwise provided, CITY may terminate this Agreement at any time with or without cause.

B. CONSULTANT may terminate this Agreement at any time with CITY’s mutual consent. Notice will be in writing at least th irty (30) days before the effective termination date.
20 45
C. Upon receiving a termination notice, CONSULTANT will immediately cease performance under this Agreement unless otherwise provided in the termination notice. Except as otherwise provided in the termination notice, any additional work performed by CONSULTANT after receiving a termination notice will be performed at CONSULTANT'’ own cost; CITY will not be obligated to compensate CONSULTANT for such work.

D. Should termination occur, all finished or u nfinished documents, data, studies, surveys, drawings, maps, reports and other materials prepared by CONSULTANT will, at CITY’s option, become CITY’s property, and CONSULTANT will receive just and equitable compensation for any work satisfactorily completed up to the effective date of notice of termination, not to exceed the total costs under Section 1(C).

E. Should the Agreement be terminated pursuant to this Section, CITY may procure on its own terms services similar to those terminated.

F. By executing this document, CONSULTANT waives any and all claims for damages that might otherwise arise from CITY’s termination under this Section.

17. OWNERSHIP OF DOCUMENTS; EXCEPTIONS; WARRANTY. Except as otherwise provided below, all documents, data, studies, drawings, maps, models, photographs and reports prepared by CONSULTANT (collectively, “Documents”) under this Agreement are CITY’s property. CONSULTANT may retain copies of such Documents as desired but will deliver all original materials to CITY upon CITY’s written n otice. CITY agrees that use of CONSULTANT’s completed work product, for purposes other than identified in this Agreement, or use of incomplete work product, is at CITY’s own risk. CONSULTANT warrants that all Documents it drafts and completes pursuant to t his Agreement constitutes original work. Specifically, CONSULTANT understands and agrees that use of artificial intelligence (AI) tools including, without limitation, ChatGPT, Microsoft’s Bing Chat, Google’s Bard, and Meta’s LLaMA (Large Language Model Met a AI), in the performance of this Agreement does not constitute an original work, i.e., submitting Documents generated by such AI tools to CITY and representing it as CONSULTANT’s original work constitutes a material breach of this Agreement, constitutes a false claim, and may also violate applicable intellectual property right laws including, without limitation, United States Copyright Law. Accordingly, and notwithstanding any other provision of this Agreement as to ownership, CITY specifically rejects ownership of such Documents. CONSULTANT is required to indemnify and defend CITY to the fullest extent allowed by applicable law should it violate this Section.

18. PUBLICATION OF DOCUMENTS. Except as necessary for performance of service under this Agreement, no copies, sketches, or graphs of materials, including graphic art work, prepared pursuant to this Agreement, will be released by CONSULTANT to any 21 46
other person or public CITY without CI TY’s prior written approval. All press releases, including graphic display information to be published in newspapers or magazines, will be approved and distributed solely by CITY, unless otherwise provided by written agreement between the parties.

19. INDEMNIFICATION.

B. For purposes of this section “CIT Y” includes CITY’s officers, officials, employees, agents, representatives, and certified volunteers.

20. ASSIGNABILITY. This Agreement is for CONSULTANT’s professional services.

CONSULTANT’s attempts to assign the benefits or burdens of this Agreement without CITY’s written approval are prohibited and will be null and void.

21. INDEPENDENT CONTRACTOR . CITY and CONSULTANT agree that CONSULTANT will act as an independent contractor and will have control of all work and the manner in which is it performed. CONSULTANT will be free to contract for similar service to be performed for other employers while under contract with CITY.

CONSULTANT is not an agent or employee of CITY and is not entitled to participate in any pension plan, insurance, bonus or similar benefits CITY provides for its employees.

Any pro vision in this Agreement that may appear to give CITY the right to direct CONSULTANT as to the details of doing the work or to exercise a measure of control over the work means that CONSULTANT will follow the direction of the CITY as to end results of the work only.
22 47

23. INSURANCE.

Type of Insurance Limits
Commercial general liability: $2,000,000
Professional Liability $1,000,000
Business automobile liability $1,000,000
Workers compensation Statutory requirement
B. Commercial general liability insurance will meet or exceed the requirements of the most recent ISO-CGL Form s. The amount of insurance set forth above will be a combined single limit per occurrence for bodily injury, personal injury, and property damage for the policy coverage. Liability policies will be endorsed to name CITY, its officials, and employees as “additional insureds” under said insurance coverage and to state that such insurance will be deemed “primary” such that any other insurance that may be carried by CITY will be excess thereto. Such insurance will be on an “occurrence,” not a “claims made,” basis and will not be cancelable or subject to reduction except upon thirty (30) days prior written notice to CITY.

C. Professional liability coverage will be on an “occurrence bas is” if such coverage is available, or on a “claims made” basis if not available. When coverage is provided on a “claims made basis,” CONSULTANT will continue to renew the insurance for a period of three (3) years after this Agreement expires or is terminated. Such insurance will have the same coverage and limits as the policy that was in effect during the term of this Agreement, and will cover CONSULTANT for all claims made by CITY arising out of any errors or omissions of CONSULTANT, or its officers, emplo yees or agents 23 48
during the time this Agreement was in effect.

D. Automobile coverage will be written on ISO Business Auto Coverage Form CA 00 01 06 92, including symbol 1 (Any Auto).

E. CONSULTANT will furnish to CITY duly authenticated Certificates of Insurance evidencing maintenance of the insurance required under this Agreement and such other evidence of insurance or copies of policies as may be reasonably required by CITY from time to time. Insurance must be placed with insurers with a current A.M. Best Comp any Rating equivalent to at least a Rating of “A:VII.”
F. Should CONSULTANT, for any reason, fail to obtain and maintain the insurance required by this Agreement, CITY may obtain such coverage at CONSULTANT’s expense and deduct the cost of such insurance fro m payments due to CONSULTANT under this Agreement or terminate pursuant to Section 16.

G. Self-Insured Retention/Deductibles. All policies required by this Agreement must allow CITY, as additional insured, to satisfy the self -insured retention (“SIR”) and deductible of the policy in lieu of CONSULTANT (as the named insured) should CONSULTANT fa il to pay the SIR or deductible requirements. The amount of the SIR or deductible is subject to the approval of the Assistant City Attorney and the Finance Director. CONSULTANT understands and agrees that satisfaction of this requirement is an express condition precedent to the effectiveness of this Agreement. Failure by CONSULTANT as primary insured to pay its SIR or deductible constitutes a material breach of this Agreement. Should CITY pay the SIR or deductible on CITY’s behalf upon the CONSULTANT’S fail ure or refusal to do so in order to secure defense and indemnification as an additional insured under the policy, CITY may include such amounts as damages in any action against CONSULTANT for breach of this Agreement in addition to any other damages incurred by CITY due to the breach.

26. NOTICES. All communications to either party by the other party will be deemed made when received by such party at its respective name and address as follows:

If to CONSULTANT: If to CITY:

Attention: Ronald K. Fuchiwaki, Public
Works Director
Attention: Click here to enter text.

City of Simi Valley City of Simi Valley
2929 Tapo Canyon Road Click here to enter text.

Simi Valley, CA 93063 Click here to enter text.

Staff Contract: Fuad Shamout, Principal
Engineer, (805) 583-6788
phone
[email protected] email
Any such written communications by mail will be conclusively deemed to have been received by the addressee upon deposit thereof in the United States Mail, postage prepaid and properly addressed as noted above. In all other instances, notices will be deemed given at the time of actual delivery. Changes may be made in the names or addresses of persons t o whom notices are to be given by giving notice in the manner prescribed in this paragraph.

27. CONFLICT OF INTEREST . CONSULTANT will comply with all conflict of interest laws and regulations including, without limitation, CITY’s conflict of interest regulations.

29. THIRD PARTY BENEFICIARIES . This Agreement and every provision herein is generally for the exclusive benefit of CONSULTANT and CITY and not for the benefit of any other part y. There will be no incidental or other beneficiaries of any of CONSULTANT’s or CITY’s obligations under this Agreement.

30. INTERPRETATION. This Agreement was drafted in, and will be construed in accordance with the laws of the State of California, and ex clusive venue for any action involving this agreement will be inVentura County.

31. COMPLIANCE WITH LAW. CONSULTANT agrees to comply with all federal, state, and local laws applicable to this Agreement.
25 50

Attachments to this Agreement. This Agreement will bind and inure to the benefit of the parties to this Agreement and any subsequent successors and assigns.

33. RULES OF CONSTRUCTION . Each Party had the opportunity to independently review this Agreement with legal counsel. Accordingly, this Agreement will be construed simply, as a whole, and in accordance with its fair meaning; it will not be interpreted strictly for or against either Party.

34. SEVERABILITY. If any portion of this Agreement is declared by a court of competent jurisdiction to be invalid or unenforcea ble, then such portion will be deemed modified to the extent necessary in the opinion of the court to render such portion enforceable and, as so modified, such portion and the balance of this Agreement will continue in full force and effect.

35. AUTHORITY/MODIFICATION. The Parties represent and warrant that all necessary action has been taken by the Parties to authorize the undersigned to execute this Agreement and to engage in the actions described herein. This Agreement may be modified by writ ten amendment. CITY’s Manager, or designee, may execute any such amendment on behalf of CITY.

37. CAPTIONS. The captions of the paragraphs of this Agreement are for convenience of reference only and will not affect the interpretation of this Agreement.

38. TIME IS OF ESSENCE. Time is of the essence for each and every provision of this Agreement.

40. STATEMENT OF EXPERIENCE . By executing this Agreement, CONSULTANT represents that it has demonstrated trustworthiness and possesses the qua lity, fitness and capacity to perform the Agreement in a manner satisfactory to CITY. CONSULTANT represents that its financial resources, surety and insurance experience, service experience, completion ability, personnel, current workload, experience in de aling with private consultants, and experience in dealing with public agencies all suggest that CONSULTANT is capable of performing the proposed contract and has a demonstrated capacity to deal fairly and effectively with and to satisfy a public CITY.

IN WITNESS WHEREOF, the parties hereto have executed this Agreement the day and year first hereinabove written.

Attest: City of Simi Valley, A Municipal Corporation
By:

Lucy Blanco, City Clerk Fred D. Thomas, Mayor of the City of Simi Valley, California
Approved as to Form:

INSERT NAME OF COMPANY ABOVE
By:

Algeria R. Ford, City Attorney
Print Name:

Approved as to Content: Title:

By:

Samantha C. Argabrite, City Manager
Print Name:

Title:

Johanna Medrano,
Deputy Administrative Services Director/
Budget & Purchasing
Ronald K. Fuchiwaki
Public Works Director
27 52
RFQ NO. PW 24-11

SUBMIT WITH PROPOSAL
28 EX
HIBIT B – COST PROPOSAL
53 Certification of Direct Costs:

I, the undersigned, certify to the best of my knowledge and belief that all direct costs identified on the cost proposal(s) in this contract are actual, reasonable, allowable, and allocable to the contract in accordance with the contract terms and the following requirements:

1. Generally Accepted Accounting Principles (GAAP)

2. Terms and conditions of the contract

3. Title 23 United States Code Section 112 - Letting of Contracts

4. 48 Code of Federal Regulations Part 31 - Contract Cost Principles and Procedures

5. 23 Code of Federal Regulations Part 172 - Procurement, Management, and Administration of Engineering and Design Related Service

6. 48 Code of Federal Regulations Part 9904 - Cost Accounting Standards Board (when applicable) All c
osts must be applied consistently and fairly to all contracts. All documentation of compliance must be retained in the project files and be in compliance with applicable federal and state requirements.

Costs that are noncompliant with the federal and state requirements are not eligible for reimbursement.

Prime Consultant or Subconsultant Certifying:

Name:

Title*:

Signature: Date of Certification:

Email: Phone Number:

Address:
* An individual executive or financial officer of the consultant's or subconsultant's organization at a level no lower than a Vice President or a Chief Financial Officer, or equivalent, who has authority to represent the financial information utilized to establish the cost proposal for the contract.

List of Services the consultant is providing under the proposed contract:

EXHIBIT B
29 54
RFQ NO. PW 24-11

SUBMIT WITH PROPOSAL
30 EXHIBIT C – INSURANCE REQUIREMENTS
To be awar
ded this contract, the successful Proposer must procure and maintain the following types of insurance with coverage limits complying, at a minimum, with the limits set forth below:

Type of Insurance Limits
Com
mercial general liability: $2,000,000
Professional liability $1,000,000
Business automobile liability $1,000,000
Workers compensation Statutory requirement.

Com
mercial general liability insurance must meet or exceed the requirements of the most recent ISO - CGL Form Number. The amount of insurance set forth above must be a combined single limit per occurrence for bodily injury, personal injury, and property damage for the policy coverage. Liability policies must be endorsed to name the City, its officials, and employees as “additional insureds” under said insurance coverage and to state that such insurance will be deemed “primary” such that any other insurance that may be carried by the City will be excess thereto. Such insurance must be on an “occurrence,” not a “claims made,” basis and will not be cancelable or subject to reduction except upon thirty (30) days prior written notice to the City.

Pr
ofessional liability coverage must be on an “occurrence basis” if such coverage is available, or on a “claims made” basis if not available. When coverage is provided on a “claims made basis,” the Consultant must continue to maintain the insurance in effect for a period of three (3) years after this Agreement expires or is terminated (“extended insurance”). Such extended insurance must have the same coverage and limits as the policy that was in effect during the term of this Agreement, and cover the Consultant for all claims made by the City arising out of any errors or omissions of the Consultant, or its officers, employees or agents during the time this Agreement was in effect.

Aut
omobile coverage must be written on ISO Business Auto Coverage Form CA 00 01 06 92, including symbol 1 (Any Auto).

The C
onsultant must furnish to the City duly authenticated Certificates of Insurance evidencing maintenance of the insurance required under this Agreement, endorsements as required herein, and such other evidence of insurance or copies of policies as may be reasonably required by the City from time to time. Insurance must be placed with admitted insurers with a current A.M. Best Company Rating equivalent to at least a Rating of “A:VII.” Certificate(s) must reflect that the insurer will provide thirty (30) day notice of any cancellation of coverage. The Consultant will require its insurer to modify such certificates to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, and to delete the word “endeavor” with regard to any not ice provisions.

By
signing this form, the Proposer certifies that it has read, understands, and will comply with these insurance requirements if it is selected as the City’s consultant. Failure to provide this form may render the Proposer’s proposal “nonresponsive.”
__________________ ____________________________

Date Proposer
55 APPENDIX A
Request for Qualifications - Application Form
31 56

REQUEST FOR QUALIFICATIONS

APPLICATION FORM
Legal Contractual Name of Company: ________________________________________________ Corporate Mailing Address: ________________________________________________________ City, State and Zip Code: __________________________________________________________ Phone Number: ______________________________ Fax: __________________________ Company Website: _______________________________________________________________ Contact Person for Proposal: _______________________________________________________ Title: _____________________________________ Phone: ___________________________ E-Mail Address: _________________________________ Fax: __________________________ Do you have a City of Simi Valley Business License?
☐ YES - License Number: __________________ Exp.: ____________ ☐ NO - A City of Simi Valley Business License must be obtained upon award of contract.

Is your business: (check one)
☐ NON-PROFIT CORPORATION ☐ FOR PROFIT CORPORATION
Is your business: (check one)
☐ CORPORATION ☐ LIMITED LIABILITY PARTNERSHIP
☐ INDIVIDUAL ☐ SOLE PROPRIETORSHIP
☐ PARTNERSHIP ☐ UNINCORPORATED ASSOCIATION
☐ OTHER: ______________________
State of Incorporation: ___________________ Federal Tax ID No.: _______________________ DIR Registration No.: ____________________
Optional: Two (2) individuals who will sign the contract if selected.

Name: _______________________________ Title: _____________________________ Email: ____________________________________________
Name: _______________________________ Title: _____________________________ Email: ____________________________________________
32 57

APPENDIX B
Statement of Qualification Forms
33 58
Local Assistance Procedures Manual EXHBIT 10-1
Notice to Proposers DBE Information
EXHIBIT 10-1 NOTICE TO PROPOSERS DBE INFORMATION
(Federally funded projects only)
The Agency has established a DBE goal for this Contract of _____

1. 2.

3. 4.

TERMS AS USED IN THIS DOCUMENT
• The term "Disadvantaged Business Enterprise" or "DBE" means a for-profit small business concern owned and controlled by a socially and economically disadvantaged person(s) as defined in Title 49,
Code of Federal Regulations (CFR), Part 26.5.
• The term "Agreement" also means "Contract."
• Agency also means the local entity entering into this contract with the Contractor or Consultant. • The term "Small Business" or "SB" is as defined in 49 CFR 26.65.

AUTHORITY AND RESPONSIBILITY
A. DBEs and other small businesses are strongly encouraged to participate in the performance of Contracts financed in whole or in part with federal funds (See 49 CFR 26, "Participation by Disadvantaged Business Enterprises in Department of Transportation Financial Assistance Programs").

The Consultant must ensure that DBEs and other small businesses have the opportunity to participate in the performance of the work that is the subject of this solicitation and should take all necessary and reasonable steps for this assurance. The proposer must not discriminate on the basis of race, color, national origin, or sex in the award and performance of subcontracts.

B. Proposers are encouraged to use services offered by financial institutions owned and controlled by DBEs.

SUBMISSION OF DBE INFORMATION
If there is a DBE goal on the contract, Exhibit 10-01 Consultant Proposal DBE Commitment must be included in the Proposal. In order for a proposer to be considered responsible and responsive, the proposer must make good faith efforts to meet the goal established for the contract. If the goal is not met, the proposer must document adequate good faith efforts. All DBE participation will be counted towards meeting the contract goal; therefore, all DBE participation shall be collected and reported.

Exhibit 10-02 Consultant Contract DBE Information must be included in best qualified consultant's executed consultant contract. Even if no DBE participation will be reported, the successful proposer must execute and return the form.

DBE PARTICIPATION GENERAL INFORMATION
It is the proposer's responsibility to be fully informed regarding the requirements of 49 CFR, Part 26, and the Department's DBE program developed pursuant to the regulations. Particular attention is directed to the following:

A. A DBE must be a small business firm defined pursuant to 13 CFR 121 and be certified through the California Unified Certification Program (CUCP).

B. A certified DBE may participate as a prime consultant, subconsultant, joint venture partner, as a vendor of material or supplies, or as a trucking company.

C. A DBE proposer not proposing as a joint venture with a non-DBE, will be required to document one or a combination of the following:

1. The proposer is a DBE and will meet the goal by performing work with its own forces.

2. The proposer will meet the goal through work performed by DBE subconsultants, suppliers or trucking companies.

3. The proposer, prior to proposing, made adequate good faith efforts to meet the goal.

Page 1 of 2 ends

January 2020
34 0.00%
59 Local Assistance Procedures Manual EXHBIT 10-1
Notice to Proposers DBE Information
D. A DBE joint venture partner must be responsible for specific contract items of work or clearly defined portions thereof. Responsibility means actually performing, managing, and supervising the work with its own forces. The DBE joint venture partner must share in the capital contribution, control, management, risks and profits of the joint venture commensurate with its ownership interest.

E. A DBE must perform a commercially useful function pursuant to 49 CFR 26.55, that is, a DBE firm must be responsible for the execution of a distinct element of the work and must carry out its responsibility by actually performing, managing and supervising the work.

F. The proposer shall list only one subconsultant for each portion of work as defined in their proposal and all DBE subconsultants should be listed in the bid/cost proposal list of subconsultants.

G. A prime consultant who is a certified DBE is eligible to claim all of the work in the Contract toward the DBE participation except that portion of the work to be performed by non-DBE subconsultants.

5. RESOURCES
A. The CUCP database includes the certified DBEs from all certifying agencies participating in the CUCP.

If you believe a firm is certified that cannot be located on the database, please contact the Caltrans Office of Certification toll free number 1-866-810-6346 for assistance.

B. Access the CUCP database from the Department of Transportation, Office of Civil Rights website

1. Click on the link titled Disadvantaged Business Enterprise;

2. Click on Search for a DBE Firm link;

3. Click on Access to the DBE Query Form located on the first line in the center of the page.

Searches can be performed by one or more criteria. Follow instructions on the screen.

6. MATERIALS OR SUPPLIES PURCHASED FROM DBES COUNT TOWARDS THE DBE GOAL UNDER THE FOLLOWING CONDITIONS:

A. If the materials or supplies are obtained from a DBE manufacturer, count 100 percent of the cost of the materials or supplies. A DBE manufacturer is a firm that operates or maintains a factory, or establishment that produces on the premises the materials, supplies, articles, or equipment required under the Contract and of the general character described by the specifications.

B. If the materials or supplies purchased from a DBE regular dealer, count 60 percent of the cost of the materials or supplies. A DBE regular dealer is a firm that owns, operates or maintains a store, warehouse, or other establishment in which the materials, supplies, articles or equipment of the general character described by the specifications and required under the Contract are bought, kept in stock, and regularly sold or leased to the public in the usual course of business. To be a DBE regular dealer, the firm must be an established, regular business that engages, as its principal business and under its own name, in the purchase and sale or lease of the products in question. A person may be a DBE regular dealer in such bulk items as petroleum products, steel, cement, gravel, stone or asphalt without owning, operating or maintaining a place of business provided in this section.

C. If the person both owns and operates distribution equipment for the products, any supplementing of regular dealers' own distribution equipment shall be, by a long-term lease agreement and not an ad hoc or Agreement-by-Agreement basis. Packagers, brokers, manufacturers' representatives, or other persons who arrange or expedite transactions are not DBE regular dealers within the meaning of this section.

D. Materials or supplies purchased from a DBE, which is neither a manufacturer nor a regular dealer, will be limited to the entire amount of fees or commissions charged for assistance in the procurement of the materials and supplies, or fees or transportation charges for the delivery of materials or supplies required on the job site, provided the fees are reasonable and not excessive as compared with fees charged for similar services.

Page 2 of 2 ends

January 2020
35 60
Local Assistance Procedures Manual EXHBIT 10-Q
Disclosure of Lobbying Activities
EXHIBIT 10-Q D ISCLOSURE OF LOBBYING ACTIVITIES
COMPLETE THIS FORM TO DISCLOSE LOBBYING ACTIVITIES PURSUANT TO 31 U.S.C. 1352

1. Type of Federal Action: 2. Status of Federal Action: 3. Report Type:
a. contract a. bid/offer/application a. initial
b. grant b. initial award b. material change
c. cooperative agreement c. post -award
d. loan For Material Change Only:
e. loan guarantee year ____ quarter _________
f. loan insurance date of last report __________

4. Name and Address of Reporting Entity 5. If Reporting Entity in No. 4 is Subawardee, Enter Name and Address of Prime:

Prime Subawardee
Tier _______ , if known
Congressional District, if known Congressional District, if known

6. Federal Department/Agency: 7. Federal Program Name/Description:

CFDA Number, if applicable ____________________

8. Federal Action Number, if known: 9. Award Amount, if known:

10. Name and Address of Lobby Entity 11. Individuals Performing Services (If individual, last name, first name, MI) (including address if different from No. 10) (last name, first name, MI)
(attach Continuation Sheet(s) if necessary)

12. Amount of Payment (check all that apply) 14. Type of Payment (check all that apply) $ _____________ actual planned a. retainer
b. one -time fee

13. Form of Payment (check all that apply): c. commission a. cash d. contingent fee
b. in -kind; specify: nature _______________ e deferred Value _____________ f. other, specify _________________________

15. Brief Description of Services Performed or to be performed and Date(s) of Service, including officer(s), employee(s), or member(s) contacted, for Payment Indicated in Item 12:
(attach Continuation Sheet(s) if necessary)

16. Continuation Sheet(s) attached: Yes No

17. Information requested through this form is authorized by Title 31 U.S.C. Section 1352. This disclosure of lobbying reliance was placed by the tier above when his transaction was made or entered into. This disclosure is required pursuant to 31 U.S.C. 1352. This information will be reported to Congress
semiannually and will be available for public inspection. Any person who fails to file the required disclosure shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.

Signature: ________________________________ ________
Print Name: ________________________________ _______
Title: ________________________________ ____________
Telephone No.: ____________________ Date:___________
Authorized for Local Reproduction
Federal Use Only: Standard Form - LLL
Standard Form LLL Rev. 04-28-06
Distribution: Orig- Local Agency Project Files
36 □ □ □
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61 Local Assistance Procedures Manual EXHBIT 10-Q
Disclosure of Lobbying Activities
INSTRUCTIONS FOR COMPLETING EXHIBIT 10-Q DISCLOSURE OF LOBBYING ACTIVITIES This disclosure form shall be completed by the reporting entity, whether subawardee or prime federal recipient at the initiation or receipt of covered federal action or a material change to previous filing pursuant to title 31 U.S.C. Section 1352.

The filing of a form is required for such payment or agreement to make payment to lobbying entity for influencing or attempting to influence an officer or employee of any agency, a Member of Congress an officer or employee of Congress or an employee of a Member of Congress in connection with a covered federal action. Attach a continuation sheet for additional information if the space on the form is inadequate. Complete all items that apply for both the initial filing and material change report. Refer to the implementing guidance published by the Office of Management and Budget for additional information.

1. Identify the type of covered federal action for which lobbying activity is or has been secured to influence, the outcome of a covered federal action.

2. Identify the status of the covered federal action.

3. Identify the appropriate classification of this report. If this is a follow-up report caused by a material change to the information previously reported, enter the year and quarter in which the change occurred. Enter the date of the last, previously submitted report by this reporting entity for this covered federal action.

4. Enter the full name, address, city, state, and zip code of the reporting entity. Include Congressional District if known. Check the appropriate classification of the reporting entity that designates if it is or expects to be a prime or subaward recipient. Identify the tier of the subawardee, e.g., the first subawardee of the prime is the first tier. Subawards include but are not limited to:
subcontracts, subgrants, and contract awards under grants.

5. If the organization filing the report in Item 4 checks "Subawardee" then enter the full name, address, city, state, and zip code of the prime federal recipient. Include Congressional District, if known.

6. Enter the name of the federal agency making the award or loan commitment. Include at least one organization level below agency name, if known. For example, Department of Transportation, United States Coast Guard.

7. Enter the federal program name or description for the covered federal action (item 1). If known, enter the full Catalog of Federal Domestic Assistance (CFDA) number for grants, cooperative agreements, loans and loan commitments.

8. Enter the most appropriate federal identifying number available for the federal action identification in item 1 (e.g., Request for Proposal (RFP) number, Invitation for Bid (IFB) number, grant announcement number, the contract grant. or loan award number, the application/proposal control number assigned by the federal agency). Include prefixes, e.g., "RFP-DE -90-001."

9. For a covered federal action where there has been an award or loan commitment by the Federal agency, enter the federal amount of the award/loan commitments for the prime entity identified in item 4 or 5.

10. Enter the full name, address, city, state, and zip code of the lobbying entity engaged by the reporting entity identified in Item 4 to influence the covered federal action.

11. Enter the full names of the individual(s) performing services and include full address if different from 10 (a). Enter Last Name, First Name and Middle Initial (Ml).

12. Enter the amount of compensation paid or reasonably expected to be paid by the reporting entity (Item 4) to the lobbying entity (Item 10). Indicate whether the payment has been made (actual) or will be made (planned). Check all boxes that apply. If this is a material change report, enter the cumulative amount of payment made or planned to be made.

13. Check all boxes that apply. If payment is made through an in-kind contribution, specify the nature and value of the in-kind payment.

14. Check all boxes that apply. If other, specify nature.

15. Provide a specific and detailed description of the services that the lobbyist has performed or will be expected to perform and the date(s) of any services rendered. Include all preparatory and related activity not just time spent in actual contact with federal officials. Identify the federal officer(s) or employee(s) contacted or the officer(s) employee(s) or Member(s) of Congress that were contacted.

16. Check whether or not a continuation sheet(s) is attached.

17. The certifying official shall sign and date the form, and print his/her name title and telephone number.

Public reporting burden for this collection of information is estimated to average 30-minutes per response, including time for reviewing instruction, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Send comments regarding the burden estimate or any other aspect of this collection of information, including suggestions for reducing this burden, to the Office of Management and Budget, Paperwork Reduction Project (0348-0046), Washington, D.C. 20503. SF- LLL-Instructions Rev. 06-04
37 62
Local Assistance Procedures Manual Exhibit 10-O1
Consultant Proposal DBE Commitment
EXHIBIT 10-O1 CONSULTANT PROPOSAL DBE COMMITMENT

1. Local Agency: 2. Contract DBE Goal:

3. Project Description:

4. Project Location:

5. Consultant's Name: 6. Prime Certified DBE: 

7. Description of Work, Service, or Materials
Supplied

8. DBE
Certification
Number
Local Agency to Complete this Section

17. Local Agency Contract Number:

18. Federal-Aid Project Number:

19. Proposed Contract Execution Date:

20. 21. Local Agency Representative's Signature 22. Date

23. Local Agency Representative's Name 24. Phone

25. Local Agency Representative's Title
Consultant’s Rank
ing after Evaluation: __________________________
Local Agency certifies that all DBE certifications are valid and information on this form is complete and accurate.

9. DBE Contact Information

11. TOTAL CLAIMED DBE PARTICIPATION

10. DBE %
%
IMPORTANT: Identify all DBE firms being claimed for credit, regardless of tier. Written confirmation of each listed DBE is required.

12. Preparer's Signature 13. Date

14. Preparer's Name 15. Phone

16. Preparer's Title
DISTRIBUTION: Original – Included with consultant’s proposal to local agency.

ADA Notice: For individuals with sensory disabilities, this document is available in alternate formats. For information call (916) 654-6410 or TDD (916) 654- 3880 or write Records and Forms Management, 1120 N Street, MS-89, Sacramento, CA 95814.

LPP 18-01 Page 1 of 2
January 2019
38 On-Call Real Property Services
City of Simi Valley
Various
63 Local Assistance Procedures Manual Exhibit 10-O1
Consultant Proposal DBE Commitment
INSTRUCTIONS – CONSULTANT PROPOSAL DBE COMMITMENT

CONSULTANT SECTION

1. Local Agency - Enter the name of the local or regional agency that is funding the contract.

2. Contract DBE Goal - Enter the contract DBE goal percentage as it appears on the project advertisement.

3. Project Location - Enter the project location as it appears on the project advertisement.

4. Project Description - Enter the project description as it appears on the project advertisement (Bridge Rehab, Seismic Rehab, Overlay, Widening, etc.).

5. Consultant’s Name - Enter the consultant’s firm name.

6. Prime Certified DBE - Check box if prime contractor is a certified DBE.

7. Description of Work, Services, or Materials Supplied - Enter description of work, services, or materials to be provided. Indicate all work to be performed by DBEs including work performed by the prime consultant’s own forces, if the prime is a DBE. If 100% of the item is not to be performed or furnished by the DBE, describe the exact portion to be performed or furnished by the DBE. See LAPM Chapter 9 to determine how to count the participation of DBE firms.

8. DBE Certification Number - Enter the DBE’s Certification Identification Number. All DBEs must be certified on the date bids are opened.

9. DBE Contact Information - Enter the name, address, and phone number of all DBE subcontracted consultants.

Also, enter the prime consultant’s name and phone number, if the prime is a DBE.

10. DBE % - Percent participation of work to be performed or service provided by a DBE. Include the prime consultant if the prime is a DBE. See LAPM Chapter 9 for how to count full/partial participation.

11. Total Claimed DBE Participation % - Enter the total DBE participation claimed. If the total % claimed is less than item “Contract DBE Goal,” an adequately documented Good Faith Effort (GFE) is required (see Exhibit 15-H DBE Information - Good Faith Efforts of the LAPM).

12. Preparer’s Signature - The person completing the DBE commitment form on behalf of the consultant’s firm must sign their name.

13. Date - Enter the date the DBE commitment form is signed by the consultant’s preparer.

14. Preparer’s Name - Enter the name of the person preparing and signing the consultant’s DBE commitment form.

15. Phone - Enter the area code and phone number of the person signing the consultant’s DBE commitment form.

16. Preparer’s Title - Enter the position/title of the person signing the consultant’s DBE commitment form.

LOCAL AGENCY SECTION

17. Local Agency Contract Number - Enter the Local Agency contract number or identifier.

18. Federal-Aid Project Number - Enter the Federal-Aid Project Number.

19. Proposed Contract Execution Date - Enter the proposed contract execution date.

20. Consultant’s Ranking after Evaluation – Enter consultant’s ranking after all submittals/consultants are evaluated. Use this as a quick comparison for evaluating most qualified consultant.

21. Local Agency Representative’s Signature - The person completing this section of the form for the Local Agency must sign their name to certify that the information in this and the Consultant Section of this form is complete and accurate.

22. Date - Enter the date the DBE commitment form is signed by the Local Agency Representative.

23. Local Agency Representative’s Name - Enter the name of the Local Agency Representative certifying the consultant’s DBE commitment form.

24. Phone - Enter the area code and phone number of the person signing the consultant’s DBE commitment form.

25. Local Agency Representative Title - Enter the position/title of the Local Agency Representative certifying the consultant’s DBE commitment form.

LPP 18-01 Page 2 of 2
January 2019
39 64

APPENDIX C
Cost Proposal Forms
40 65
Cost Proposal
Specific Rate of Compensation for State/Federally Funded Projects Consultant: Contract Amount:

Project No.: Date:

For Combined Rate
Fringe Benefit % = Combined ICR %
For Home Office Rate
= Home Office ICR %
For Field Office Rate
= Field Office ICR %
Fee =
Actual or Avg. % or $
Straight OT (1.5x) OT (2x) Hourly Rate Increase
- -
-
- -
-
- -
-
- -
-
(Add pages as necessary. See Additional Sheet.)
Notes:

Mark-ups are not allowed. The cost proposal format shall not be amended.

Billing Rate = Actual Hourly Rate * (1 + ICR) * (1 + Fee). Indirect cost rates shall be updated on an annual basis in accordance with the consultants annual accounting period and established by a cognizant agency or accepted by Caltrans. All costs must comply with the Federal cost principles for reimbursement.

For named employees and key personnel enter the actual hourly rate. For classification only, enter the Average Hourly Rate for that classification.

For named staff, classification shall also be listed to account for possible staff changes. Contract Manager’s pre-approval is required for addition of staff not previously listed on the cost proposal.

Subconsultants must provide their own cost proposals.

1. 2.

3. 4.

5. Fringe Benefit %
Fringe Benefit %
OR
Hourly Billing Rates Hourly Range
+ General & Administrative %
Name & Job Title / Classification
+ General & Administrative %
+ General & Administrative %
(Classifications Only)
Effective Year of
Hourly Rate

Page 1 ends

41 - -
II I
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66 Cost Proposal
Specific Rate of Compensation for State/Federally Funded Projects Consultant: Contract Amount:

Project No.: Date:

Quantity Unit Unit Cost Total
Notes:

Other:

Vehicle
Other:

Other:

Mileage Costs
Equipment Rental and Supplies
Schedule of Other Direct Cost Items (Add additional pages as necessary) Subconsultant 2:

Subconsultant 3:

List other direct cost items with estimated costs. These costs should be competitive in their respective industries and supported with appropriate documentation.

Proposed ODC items should be consistently billed regardless of client and contract type.

Items when incurred for the same purpose, in like circumstance, should not be included in any indirect cost pool or in the overhead rate.

Items such as special tooling, will be reimbursed at actual cost with supporting documentation (invoice).

Items listed above that would be considered "tools of the trade" are not reimbursable as other direct cost.

Travel related costs should be pre-approved by the contracting agency and shall not exceed current State Department of Personnel Administration rules.

If mileage is claimed, the rate should be properly supported by the consultant's calculation of their actual costs for company vehicles. In addition, the miles claimed should be supported by mileage logs.

If a consultant proposes rental costs for a vehicle, the company must demonstrate that this is its standard procedure for all of their contracts and that they do not own any vehicles that could be used for the same purpose.

The cost proposal format shall not be amended. All costs must comply with the Federal cost principles.

Subconsultants must provide their own cost proposals.

1. 2.

3. 4.

5. 6.

7. 8.

9. 10.

Description of Item
Permit Fees
Plan Sheets
Test
Subconsultant 1:

Page __ of __
42 67
Cost Proposal
Specific Rate of Compensation for State/Federally Funded Projects Consultant: Contract Amount:

Project No.: Date:

Actual or Avg. % or $
Straight OT (1.5x) OT (2x) Hourly Rate Increase
- -
-
- -
-
- -
-
- -
-
- -
-
- -
-
- -
-
- -
-
- -
-
- -
-
(Add pages as necessary. See Additional Sheet.)
Name & Job Title / Classification Hourly Billing Rates Effective Year of Hourly Rate
Hourly Range
(Classifications Only)
Page _ of __
43 II I I
68 Cost Proposal with Prevailing Wages
Specific Rate of Compensation for State/Federally Funded Projects Page __ of __
Consultant: Prime or Subconsultant Date:

Project No.:

Home Office Personnel: Fringe Benefit % Overhead % Combined % NORMAL + + = 0.00%
OVERTIME + + = 0.00%
Field Office Personnel: Fringe Benefit % Overhead % Combined % NORMAL + + = 0.00%
OVERTIME + + = 0.00%
=
=
=
Non Exempt Employee Loaded Billing Rates
Exempt Employee Loaded Billing Rates
Notes:

Applicable Multiplier Fringe (Field)
General Administration %
General Administration %

0.00%

0.00%
Fee
Applicable Multiplier Delta Base (Field)
Loaded Rate Calculation
A) Straight Time = Actual Hourly Rate * (1 + Field O.H.) * (1 + Fee) + Delta Base * (Applicable Multiplier Delta Base) + Delta Fringe * (Applicable Multiplier Delta Fringe) B) 1.5X or 2.0X Overtime = (Actual Hourly Rate) * (1 + Field O.H.) * (1 + Fee) +.5X or 1.0X (Actual Hourly Rate) + Delta Base * (Applicable Multiplier Delta Base) + Delta Fringe * (Applicable Multiplier Delta Fringe)
C) Straight Time or 1.5X or 2.0X Overtime = Actual Hourly Rate * (1 + Field O.H.) * (1 + Fee) + Delta Base * (Applicable Multiplier Delta Base) + Delta Fringe * (Applicable Multiplier Delta Fringe)
The PW differentials Delta Base and Delta Fringe shown in the formulas above for Loaded Billing Rates are applicable only when performing services covered under DIR determinations.

The PW differentials Delta Base and Delta Fringe shown in the formulas above for Loaded Billing Rates are applicable only when performing services covered under DIR determinations.

1. Prevailing Wages specified are based on current DIR determination. Any future DIR escalation of prevailing wage rates will be reflected in the loaded rates.

2. "NC" denotes No Charge for work more than 8 hours per day and for weekends and holidays for this contract only.

3. The billing rates shown in this cost proposal for field staff entitled for PW rates are calculated with estimated fringe benefits of the staff. The actual billing rates to be used in the invoices will be calculated by using the actual PW fringe benefits of the individual staff in accordance with the certified benefits statement submitted with each invoice.

4. The employees' actual hourly rates shown in this cost proposal are the rates that were effective on xx/xx/xx. Contract Manager's pre-approval is required for addition of staff not previously listed on the cost proposal. The billing rates for these employees, including those that fall under general classifications, will be calculated and reimbursed based on their actual hourly rates on xx/xx/xx. Hourly rates for new employees hired after the date of this cost proposal will not exceed (or shall be in line with) the rates of similar personnel listed on this cost proposal having similar experience.

5. Travel Time Charges: For Managers: On weekdays up to a maximum of 8 hours will be charged for work time, travel time or any combination of travel and work time. Billing Rate = Loaded Rate Formula "C" above. For Exempt staff: During regular work day, actual travel time not to exceed 8 hours in any one day or one way travel will be billed as follow: Billing rate for travel time = Loaded Rate Formula "C" above. All travel time, outside of the regular work day, will be billed without the application of overhead rate as follow: Billing Rate = (Actual Hourly Rate) (1+ Fee) + (Delta Base + Delta Fringe). For Non-Exempt Employees: During regular work day, actual travel time not to exceed 8 hours in any one day or one way travel will be billed at full normal overhead rate (i.e. without the application of the 1.5X or 2.0X multiplier for overtime as follow) 44 I I I I I I I

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I
I
I
69 Cost Proposal with Prevailing Wages
Specific Rate of Compensation for State/Federally Funded Projects Page __ of __
Consultant: Project No.:

Straight

1.5 OT

2.0 OT
Straight

1.5 OT

2.0 OT
Straight

1.5 OT

2.0 OT
Straight

1.5 OT

2.0 OT
Straight

1.5 OT

2.0 OT
Straight

1.5 OT

2.0 OT
Straight

1.5 OT

2.0 OT
Straight

1.5 OT

2.0 OT
Straight
OT (1.5x)
OT (2x)
Name/Classification
Prevailing Wage work - Exempt or Non-Exempt
Home or Field Office Personnel
Fringe Benefits
Total Base Salary +
Fringe Benefits
Employee Actual Rate
(fringe benefits vary
year over year)
Base Salary
Estimate Fringe
Total = Base +
Fringe
% Escalation Increase
Actual Hourly Rate and/or Average Hourly Rate
Hourly Range for Class
(Add pages as necessary)
DELTA (TOTAL) =
Employee Total Rate - DIR Rate
Applicable DELTA (TOTAL) =
Employee Total - DIR Total
DELTA (BASE) =
Employee Base - DIR Base
Applicable DELTA Base =
DIR Rate - Employee Base Rate
Applicable DELTA FRINGE =

DELTA TOTAL - DELTA BASE
(Employee - DIR)
Loaded Hourly Billing Rates
Effective Year of Hourly Rate
Prevailing Wage Rate
established by State DIR
(only applicable for
prevailing wage work)
Base Salary
45 70
Cost Proposal with Prevailing Wages (EXAMPLE)
Specific Rate of Compensation for State/Federally Funded Projects Page __ of __
Consultant: Prime or Subconsultant:

Project No.: Date:

Home Office Personnel: Fringe Benefit % Overhead % Combined % NORMAL 60.00% + 60.00% + = 180.00%
OVERTIME 60.00% + 60.00% + = 180.00%
Field Office Personnel: Fringe Benefit % Overhead % Combined % NORMAL 50.00% + 50.00% + = 150.00%
OVERTIME 50.00% + 50.00% + = 150.00%
= 6%
= 1.00
= 0.00
Non Exempt Employee Loaded Billing Rates
Exempt Employee Loaded Billing Rates
Notes:

50.00%

XX-XX-XXXX
General Administration %

60.00%

60.00%
General Administration %

PW XX-XX
Fee
Loaded Rate Calculation
Prime

50.00%
Applicable Multiplier Delta Base (Field)
Applicable Multiplier Fringe (Field)
A) Straight Time = Actual Hourly Rate * (1 + Field O.H.) * (1 + Fee) + Delta Base * (Applicable Multiplier Delta Base) + Delta Fringe * (Applicable Multiplier Delta Fringe) B) 1.5X or 2.0X Overtime = (Actual Hourly Rate) * (1 + Field O.H.) * (1 + Fee) +.5X or 1.0X (Actual Hourly Rate) + Delta Base * (Applicable Multiplier Delta Base) + Delta Fringe * (Applicable Multiplier Delta Fringe)
The PW differentials Delta Base and Delta Fringe shown in the formulas above for Loaded Billing Rates are applicable only when performing services covered under DIR determinations.

The PW differentials Delta Base and Delta Fringe shown in the formulas above for Loaded Billing Rates are applicable only when performing services covered under DIR determinations.

1. Prevailing Wages specified are based on current DIR determination. Any future DIR escalation of prevailing wage rates will be reflected in the loaded rates.

2. "NC" denotes No Charge for work more than 8 hours per day and for weekends and holidays for this contract only.

I I I I I I I
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71 Cost Proposal with Prevailing Wages (EXAMPLE)
Specific Rate of Compensation for State/Federally Funded Projects Page __ of __
Consultant: Project No.:
10/01/2023 -
9/30/2024
10/01/2024 -
9/30/2025
10/01/2023 -
9/30/2024
10/01/2024 -
9/30/2025
10/01/2023 -
9/30/2024
10/01/2024 -
9/30/2025
Straight 34.21$ 34.21$ 34.21$ 34.21$

1.5 OT 51.32$ 51.32$ 51.32$ 51.32$

2.0 OT 68.42$ 68.42$ 68.42$ 68.42$

15.41$ 15.41$ 15.41$ 15.41$
Straight 49.62$ 49.62$ 49.62$ 49.62$

1.5 OT 66.73$ 66.73$ 66.73$ 66.73$

2.0 OT 83.83$ 83.83$ 83.83$ 83.83$
Straight 42.17$ 43.44$ 45.00$ 46.35$ 42.17$ 43.44$

1.5 OT 63.26$ 65.16$ 45.00$ 46.35$

2.0 OT 84.34$ 86.88$ 45.00$ 46.35$

11.49$ 11.49$ 11.49$ 11.49$
Straight 53.66$ 54.93$ 56.49$ 57.84$

1.5 OT 74.75$ 76.65$ 56.49$ 57.84$

2.0 OT 95.83$ 98.37$ 56.49$ 57.84$
Straight 4.04$ 5.31$ 6.87$ 8.22$

1.5 OT 8.02$ 9.93$ (10.24)$ (8.88)$

2.0 OT 12.00$ 14.54$ (27.34)$ (25.99)$ Straight - $ - $ - $ - $

1.5 OT 11.94$ 13.85$ (6.32)$ (4.97)$

2.0 OT 15.92$ 18.46$ (23.42)$ (22.07)$ Straight - $ - $ - $ - $

1.5 OT - $ - $ (6.32)$ (4.97)$

2.0 OT - $ - $ (23.42)$ (22.07)$
Straight -$ -$ -$ -$

1.5 OT -$ -$ (3.92)$ (3.92)$

2.0 OT -$ -$ (3.92)$ (3.92)$
Straight 111.75$ 115.12$ 119.25$ 122.83$ 111.75$ 115.12$ OT (1.5x) 132.84$ 136.84$ 125.57$ 127.79$ 132.84$ 136.84$ OT (2x) 153.92$ 158.56$ 142.67$ 144.90$ 153.92$ 158.56$ 3% 3% 3%

42.17$ 43.44$ 45.00$ 46.35$ 42.17$ 43.44$

N/A N/A
Exempt No n-Exempt
Home or Field Office Personnel Field Field Field
Base Salary
Estimate Fringe
Total = Base +
Fringe
Prevailing Wage work - Exempt or Non-Exempt Non-Exempt
% Escalation Increase
Actual Hourly Rate and/or Average Hourly Rate
Hourly Range for Class
DELTA (TOTAL) =
Employee Total Rate - DIR Rate
Applicable DELTA (TOTAL) =
Employee Total - DIR Total
DELTA (BASE) =
Employee Base - DIR Base
Applicable DELTA Base =
DIR Rate - Employee Base Rate
Applicable DELTA FRINGE =

DELTA TOTAL - DELTA BASE
(Employee - DIR)
Loaded Hourly Billing Rates
Effective Dates of Hourly Rate
Prevailing Wage Rate
established by State DIR
(only applicable for
prevailing wage work)
Base Salary
Fringe Benefits
Total Base Salary +
Fringe Benefits
Employee Actual Rate
(fringe benefits vary
year over year)
Prevailing Wage Work Prevailing Wage Work Non-Prevailing Wage Work Name/Classification Inspector I Inspector II Inspector
(Add pages as necessary)
47 72

APPENDIX D
Additional Caltrans LAPM Forms
48 73
Local Assistance Procedures Manual Exhibit 9-F
DBE Running Tally of Payments
(11) Amount Paid to Prime To Date ($)
(14) DBE Cert.

Number
(15) Contract
Type
(16) Date of
Payment
(17) Amount of
This Payment
(18) Amount
Paid To Date
(19) Amount
Committed To
This DBE
Totals $0 $0 $0
EXHIBIT 9-F: DISADVANTAGED BUSINESS ENTERPRISE (DBE) RUNNING TALLY OF PAYMENTS Save this form using the following naming convention, [9 digit Federal Aid number]-[yyyymm]-[ss].xlsx. [yyyymm] is the reporting period. [ss] is two digit sequential numbering, applicable when consultant or contractor has more than one 9-F form to complete per pay period. For example, a valid saved file could read: 1234(567)-202207-01.xlsx. Prime contractors/consultants are required to submit this form no later than the 10th of the following month, after submitting an invoice for reimbursement that includes a payment to a DBE. If no payments have been made, do not submit the form. Email this form to [email protected] with a copy to their local administering agencies. Do not submit this form with the invoice, it will not be processed.
(1) Reporting Period (mm-yyyy) (2) Federal Aid Project Number (3) Caltrans District (4) Local Agency (5) Contract Number (6) Total Contract Award Amount ($) (7) DBE Goal Percentage (%) (8) DBE Committed Percentage (%) (9) Business Name (10) Amount Prime Invoiced This Period ($) (12) Prime Certified DBE? (13) DBE Subcontractor/Subconsultant
Name (20) Comments
List all DBEs regardless of tier, whether or not the firms were originally listed in Exhibit 10-O2 or 15-G as a DBE commitment. If the actual DBE utilization was different than that approved at the time of award, provide comments in box (20). All payments reported, including payments to contractor/consultant, are for the date listed. Select the most appropriate contract type (Agent, Consultant, Joint Venture, Manufacturer, Prime, Regular Dealer, Subcontractor, Truck/Haul, Service Provider) for the DBE from dropdown list.

By executing this 9-F, Contractor/Consultant represents and warrants, under penalty of perjury, that:

Contractor/Consultant contracted with the Disadvantaged Business Enterprise companies (DBEs) as set forth in their awarded bid on Contract number ____________________________ Contractor/Consultant paid the full amounts listed on their 9-F to the DBEs set forth in Contractor’s awarded bid, without reduction or offset. (21) Prime Contractor/Consultant Manager's Name (Print) (22) Business Phone Number (23) Date COPY DISTRIBUTION: Original - Prime Contractor/Consultant, Copy - E-mail: [email protected]; Copy: Local Administering Agency

Page 1 of 1 ends

January 2023
49 74
Local Assistance Procedures Manual Exhibit 10-G
Individual A&E Task Order DBE Tracking Sheet
Exhibit 10-G: INDIVIDUAL A&E TASK ORDER DBE TRACKING SHEET Please fill out form in order

CONSULTANT NAME CONTRACT NUMBER FEDERAL PROJECT NUMBER TASK ORDER NUMBER

ADDRESS

CONSULTANT CONTRACT ADMINISTRATOR NAME PHONE NUMBER E-MAIL PROJECT TITLE:

PROJECT LOCATION:

SCOPE OF WORK
TOTAL MASTER CONTRACT AMOUNT: END OF CONTRACT DATE:

TASK ORDER AMOUNT: TASK ORDER BEGIN DATE: TASK ORDER END DATE:

TOTAL DBE CONTRACT ESTIMATE OF THIS TASK ORDER

CONSULTANT / SUBCONSULTANT DESCRIPTION OF WORK AMOUNT
(NON-DBE)
AMOUNT
(DBE) % OF DBE

SUBTOTAL

TOTAL TASK ORDER AMOUNT
COMMENTS ON DBE UTILIZATION DEFICIENCIES (COMMITTED VERSUS MET) AND PLANS TO MEET COMMITTED PERCENTAGES:
(If percent less than task order DBE goal, briefly state why in 1-2 sentences).

The consultant acknowledges the DBE listed in the DBE Task Order Utilization section above must be used, unless authorized by the Local Agency.

Approved By:

CONSULTANT CONTRACT MANAGERS SIGNATURE DATE LOCAL AGENCY ADMIN SIGNATURE DATE

Page 1 of 1 ends

January 2023
50 I I

0.00%

0.00%
$ 0.00
$ 0.00

0.00%
$ 0.00
75 Local Assistance Procedures Manual Exhibit 10-O2
Consultant Contract DBE Commitment
EXHIBIT 10-O2 CONSULTANT CONTRACT DBE COMMITMENT

1. Local Agency: 2. Contract DBE Goal:

3. Project Description:

4. Project Location:

5. Consultant's Name: 6. Prime Certified DBE:  7. Total Contract Award Amount:

8. Total Dollar Amount for ALL Subconsultants: 9. Total Number of ALL Subconsultants:

10. Description of Work, Service, or Materials
Supplied

11. DBE
Certification
Number

12. DBE Contact Information

13. DBE
Dollar
Amount
Local Agency to Complete this Section

14. TOTAL CLAIMED DBE PARTICIPATION
$20. Local Agency Contract
Number:

21. Federal-Aid Project Number:

22. Contract Execution
Date:

Local Agency certifies that all DBE certifications are valid and information on this form is complete and accurate.

23. Local Agency Representative's Signature 24. Date

25. Local Agency Representative's Name 26. Phone

27. Local Agency Representative's Title
%
IMPORTANT: Identify all DBE firms being claimed for credit, regardless of tier. Written confirmation of each listed DBE is required.

15. Preparer's Signature 16. Date

17. Preparer's Name 18. Phone

19. Preparer's Title
DISTRIBUTION: 1. Original – Local Agency

2. Copy – Caltrans District Local Assistance Engineer (DLAE). Failure to submit to DLAE within 30 days of contract execution may result in de-obligation of federal funds on contract.

ADA Notice: For individuals with sensory disabilities, this document is available in alternate formats. For information call (916) 654- 6410 or TDD (916) 654- 3880 or write Records and Forms Management, 1120 N Street, MS-89, Sacramento, CA 95814.

Page 1 of 2 ends

July 23, 2015
51 On-Call Real Property Services
City of Simi Valley
Various
76 Local Assistance Procedures Manual Exhibit 10-O2
Consultant Contract DBE Commitment
INSTRUCTIONS – CONSULTANT CONTRACT DBE COMMITMENT

CONSULTANT SECTION

1. Local Agency - Enter the name of the local or regional agency that is funding the contract.

2. Contract DBE Goal - Enter the contract DBE goal percentage as it appears on the project advertisement.

3. Project Description - Enter the project description as it appears on the project advertisement (Bridge Rehab, Seismic Rehab, Overlay, Widening, etc).

4. Project Location - Enter the project location as it appears on the project advertisement.

5. Consultant’s Name - Enter the consultant’s firm name.

6. Prime Certified DBE - Check box if prime contractor is a certified DBE.

7. Total Contract Award Amount - Enter the total contract award dollar amount for the prime consultant.

8. Total Dollar Amount for ALL Subconsultants – Enter the total dollar amount for all subcontracted consultants.

SUM = (DBEs + all Non-DBEs). Do not include the prime consultant information in this count.

9. Total number of ALL subconsultants – Enter the total number of all subcontracted consultants. SUM = (DBEs + all Non-DBEs). Do not include the prime consultant information in this count.

10. Description of Work, Services, or Materials Supplied - Enter description of work, services, or materials to be provided. Indicate all work to be performed by DBEs including work performed by the prime consultant’s own forces, if the prime is a DBE. If 100% of the item is not to be performed or furnished by the DBE, describe the exact portion to be performed or furnished by the DBE. See LAPM Chapter 9 to determine how to count the participation of DBE firms.

11. DBE Certification Number - Enter the DBE’s Certification Identification Number. All DBEs must be certified on the date bids are opened.

12. DBE Contact Information - Enter the name, address, and phone number of all DBE subcontracted consultants.

Also, enter the prime consultant’s name and phone number, if the prime is a DBE.

13. DBE Dollar Amount - Enter the subcontracted dollar amount of the work to be performed or service to be provided. Include the prime consultant if the prime is a DBE. See LAPM Chapter 9 for how to count full/partial participation.

14. Total Claimed DBE Participation - $: Enter the total dollar amounts entered in the “DBE Dollar Amount” column. %: Enter the total DBE participation claimed (“Total Participation Dollars Claimed” divided by item “Total Contract Award Amount”). If the total % claimed is less than item “Contract DBE Goal,” an adequately documented Good Faith Effort (GFE) is required (see Exhibit 15-H DBE Information - Good Faith Efforts of the LAPM).

15. Preparer’s Signature - The person completing the DBE commitment form on behalf of the consultant’s firm must sign their name.

16. Date - Enter the date the DBE commitment form is signed by the consultant’s preparer.

17. Preparer’s Name - Enter the name of the person preparing and signing the consultant’s DBE commitment form.

18. Phone - Enter the area code and phone number of the person signing the consultant’s DBE commitment form.

19. Preparer’s Title - Enter the position/title of the person signing the consultant’s DBE commitment form.

LOCAL AGENCY SECTION

20. Local Agency Contract Number - Enter the Local Agency contract number or identifier.

21. Federal-Aid Project Number - Enter the Federal-Aid Project Number.

22. Contract Execution Date - Enter the date the contract was executed.

23. Local Agency Representative’s Signature - The person completing this section of the form for the Local Agency must sign their name to certify that the information in this and the Consultant Section of this form is complete and accurate.

24. Date - Enter the date the DBE commitment form is signed by the Local Agency Representative.

25. Local Agency Representative’s Name - Enter the name of the Local Agency Representative certifying the consultant’s DBE commitment form.

26. Phone - Enter the area code and phone number of the person signing the consultant’s DBE commitment form.

27. Local Agency Representative Title - Enter the position/title of the Local Agency Representative certifying the consultant’s DBE commitment form.

Page 2 of 2 ends

July 23, 2015
52 77
Local Assistance Procedures Manual Exhibit 10-S
Consultant Performance Evaluation
Exhibit 10-S Consultant Performance Evaluation

1. PROJECT DATA 2. CONSULTANT DATA
1a. Project (include title, location, and Activity/CIP No.) 2a. Consultant Name and Address 1b. Brief Description of Project (design, study, etc.) 2b. Consultant's Manager 1c. Budget Cost for Project: $_____________ 2c. Phone:
3a. Department (include section and division) 3b. Agency Project Manager (name & phone) 4a. Contract No.: Termination date: Base Fee: $
Agreement date: Date terminated: Contingency: $
4b. Amendment $ / # $ / #
(Total Value) (Initiated by Agency) (Total Value) (Initiated by Agency) 4c. Change Order $ / # $ / #
(Total Value) (Initiated by Agency) (Total Value) (Initiated by Agency) 4d. Total Fee per Agreement (4a. + 4b. + 4c.) $ Total Fee Paid $ (Do not include Contingency Listed in 4a.)
4e.

Preliminary 30% 70% 90% 100% Final
Per Agreement
Delivery Date
Acceptance Date
4j. Reasons for Change Orders: (Indicate total for each reason) 4g. Notice To Proceed (date) Errors/Omissions $ % of Base Fee Unforeseen Conditions $ % of Base Fee
4h. Number of Days (number) Changed Scope $ % of Base Fee Changed Quantities $ % of Base Fee
4i. Actual Number of Days (number) Program Task Options $ % of Base Fee

5.OVERALL RATING (Complete Section II on reverse, include comments as appropriate.) Outstanding Above
Average Average Below
Average Poor N/A
5a.
5b.
5c.
5d.
6a. Agency Design Team Leader Date:
6b. Agency Project Manager Date:
6c. Agency Public Works Manager Date:
6d. Consultant Representative Date:

6. AUTHORIZING SIGNATURES
4f. Historical Record of Key Submittal Dates (enter date or n/a if not applicable) Type of Services
(Design, study,
etc.)

3. AGENCY DEPARTMENT/SECTION RESPONSIBLE

4. CONTRACT DATA (Engineering Services)
Plans/Specifications accuracy
Consistency with budget
Responsiveness to Agency Staff
Overall Rating
See Reverse Side

Page 1 of 2 ends

LPP 13-01 May 8, 2013
53 0.00%

0.00%

0.00%
78 Local Assistance Procedures Manual Exhibit 10-S
Consultant Performance Evaluation

PLANS/SPECIFICATIONS

ACCURACY
Outstanding Above
Avg.

Avg. Below
Avg.

Poor N/A Responsiveness
To Staff
Outstanding Above
Avg.

Avg. Below
Avg.

Poor N/A
Plans Specifications
clear and concise
Timely Responses
Plans/Specs
Coordination
Attitude toward Client and
review bodies
Plans/Specs
properly formatted
Follows directions and
Chain of responsibility
Code Requirements
covered
Work product delivered
on time
Adhered to Agency
Standard Drawings/Specs
Timeliness in notifying
Agency of major problems
Drawings reflect
existing conditions
Resolution of field
Problems
As-Built Drawings Consistency with
budget
Quality Design Reasonable Agreement
negotiation
Change Orders due to design
deficiencies are minimized
Adherence to fee schedule
Adherence to project
Budget
Section III EXPLANATIONS AND SUPPLEMENTAL INFORMATION
(Attach additional documentation as needed)
Item __________: _______________________________________________________________________ _______________________________________________________________________ Item __________: _______________________________________________________________________ _______________________________________________________________________ Item __________: _______________________________________________________________________ Item __________: _______________________________________________________________________ _______________________________________________________________________ Item __________: _______________________________________________________________________ _______________________________________________________________________ Item __________: _______________________________________________________________________ _______________________________________________________________________ *Indicates supporting documentation attached.

Page 2 of 2 ends

LPP 13-01 May 8, 2013
54 79
Local Assistance Procedures Manual Exhibit 15-H
Proposer/Contractor Good Faith Effort
EXHIBIT 15-H: PROPOSER/CONTRACTOR GOOD FAITH EFFORTS
Cost Proposal Due Date ___________________ PE/CE
Federal-aid Project No(s). _____________________ Bid Opening Date ___________________ CON The
established a Disadvantaged Business Enterprise (DBE) goal of ___% for this
contract. The information provided herein shows the required good faith efforts to meet or exceed the DBE contract goal.

Proposers or bidders submit the following information to document their good faith efforts within five (5) calendar days from cost proposal du
e date or bid opening. Proposers and bidders are recommended to submit the following information even if the Exhibit 10-O1: Consultant Proposal DBE Commitments or Exhibit 15-G:

Construction Contract DBE Commitment indicate that the proposer or bidder has met the DBE goal. This form protects the proposer’s or bidder’s eligibility for award of the contract if the administering agency determines that the bidder failed to meet the goal for v
arious reasons, e.g., a DBE firm was not certified at bid opening, or the bidder made a mathematical error.

The following items are listed in the Section entitled “Submission of DBE Commitment” of the Special Provisions, please attach additional sheets as needed:

A. The names and dates of each publication in which a request for DBE participation for this
project was placed by the bidder (please attach copies of advertisements or proofs of publication):

Publications Dates of Advertisement
B. The names and dates of written notices sent to certified DBEs soliciting bids for this project and the dates and methods used for following up initial solicitations to determine with certainty whether the DBEs were interested (please attach copies of solicitations, telephone records, fax confirmations, etc.):

Names of DBEs Solicited Date of Initial Solicitation Follow Up Methods and Dates

Page 1 of 3 ends

May 2020
55 80
Local Assistance Procedures Manual Exhibit 15-H
Proposer/Contractor Good Faith Effort
C. The items of work made available to DBE firms including those unbundled contract work items into economically feasible units to facilitate DBE participation. It is the bidder's responsibility to demonstrate that sufficient work to facilitate DBE participation in order to meet or exceed the DBE contract goal.

Items of Proposer or Bidder Breakdown of Amount Percentage Work Normally Performs Item Items ($) Of
(Y/N) Contract
D. The names, addresses and phone numbers of rejected DBE firms, the reasons for the bidder's rejection of the DBEs, the firms selected for that work (please attach copies of quotes from the firms involved), and the price difference for each DBE if the selected firm is not a DBE:

Names, addresses and phone numbers of rejected DBEs and the reasons for the bidder's rejection of the DBEs:

Names, addresses and phone numbers of firms selected for the work above:

E. Efforts (e.g. in advertisements and solicitations) made to assist interested DBEs in obtaining information related to the plans, specifications and requirements for the work which was provided to DBEs:

Page 2 of 3 ends

May 2020
56 81
Local Assistance Procedures Manual Exhibit 15-H
Proposer/Contractor Good Faith Effort
F. Efforts (e.g. in advertisements and solicitations) made to assist interested DBEs in obtaining bonding, lines of credit or insurance, necessary equipment, supplies, materials, or related assistance or services, excluding supplies and equipment the DBE subcontractor purchases or leases from the prime contractor or its affiliate:

G. The names of agencies, organizations or groups contacted to provide assistance in contacting, recruiting and using DBE firms (please attach copies of requests to agencies and any responses received, i.e., lists, Internet page download, etc.):

Name of Agency/Organization Method/Date of Contact Results H. Any additional data to support a demonstration of good faith efforts:

Page 3 of 3 ends

May 2020
57 82
Local Assistance Procedures Manual Exhibit 17-F1 A&E On-Call Final Report-Utilization of Disadvantaged Business Enterprises (DBE) for On-Call Contracts Cert. #

16. TOTAL for Task Orders: $0.00
DISTRIBUTION: Original – Local Agency, Copy – Caltrans District Local Assistance Engineer, include with Final Report of Expenditures.

3. Caltrans District 4. Contract Completion Date1. Local Agency Contract Number

9. Task
Order
Number
$0.00 $0.00

23. Local Agency Representative’s Signature 24. Local Agency Representative’s Name 25. Phone 26. Date

17. ORIGINAL DBE COMMITMENT AMOUNT:

List actual amount paid to all DBEs and non-DBEs for all task orders. If actual DBE utilization percentage (or item of work) was less than that approved at the time of award, provide comments in Explanation Box.

I CERTIFY THAT THE ABOVE INFORMATION IS COMPLETE AND CORRECT

18. Explaination Box:

Estimate from 10-O2.

20. Consultant Representative’s Name 22. Date21. Phone19. Consultant Representative’s Signature

I CERTIFY THAT THE CONTRACTING RECORDS OF THE DBE(S) HAS BEEN MONITORED

13. Contract Payments ($) 14. Date Work
CompletedDBE

2. Local Public Agency
EXHIBIT 17-F1: FINAL REPORT-UTILIZATION OF DISADVANTAGED BUSINESS ENTERPRISES (DBE) FOR A&E ON-CALL CONTRACTS

15. Date of Final
Payment

6. Business Address 7. Orig. Contract Amount ($)5. Consultant 8. Final Contract Amount ($) Non-DBE

10. Federal
Project
Number

12. Task Order Description

11. Task Order DBE Firm
Name

Page 1 of 1 ends

January 2023
58 I I I
I I I
I I I
I I I
I
83 Local Assistance Procedures Manual Exhibit 17-O
Disadvantaged Business Enterprises (DBE) Certification Status Change EXHIBIT 17-O DISADVANTAGED BUSINESS ENTERPRISES (DBE) CERTIFICATION STATUS CHANGE

1. Local Agency Contract Number 2. Federal-Aid Project Number 3. Local Agency 4. Contract Completion Date

5. Contractor/Consultant 6. Business Address 7. Final Contract Amount

8. Contract
Item
Number

9. DBE Contact Information

10. DBE
Certification
Number

11. Amount Paid
While Certified

12. Certification/
Decertification
Date
(Letter Attached)

13. Comments
If there were no changes in the DBE certification of subcontractors/subconsultants, indicate on the form.

I CERTIFY THAT THE ABOVE INFORMATION IS COMPLETE AND CORRECT

14. Contractor/Consultant Representative’s Signature 15. Contractor/Consultant Representative’s Name 16. Phone 17. Date

I CERTIFY THAT THE CONTRACTING RECORDS AND ON-SITE PERFORMANCE OF THE DBE(S) HAS BEEN MONITORED

18. Local Agency Representative’s Signature 19. Local Agency Representative’s Name 20. Phone 21. Date DISTRIBUTION: Original – Local Agency, Copy – Caltrans District Local Assistance Engineer. Include with Final Report of Expenditures ADA NOTICE: For individuals with sensory disabilities, this document is available in alternate formats. For information, call (916) 445-1233, Local Assistance Procedures Manual TTY 711, or write to Records and Forms Management, 1120 N Street, MS-89, Sacramento, CA 95814.

Page 1 of 2 ends

July 23, 2015
59 I I I
I I
I I I
I I I
City of Simi Valley
84 Local Assistance Procedures Manual Exhibit 17-O
Disadvantaged Business Enterprises (DBE) Certification Status Change INSTRUCTIONS –DISADVANTAGED BUSINESS ENTERPRISES (DBE)

CERTIFICATION STATUS CHANGE

1. Local Agency Contract Number - Enter the Local Agency contract number or identifier.

2. Federal-Aid Project Number - Enter the Federal-Aid Project Number.

3. Local Agency - Enter the name of the local or regional agency that is funding the contract.

4. Contract Completion Date - Enter the date the contract was completed.

5. Contractor/Consultant - Enter the contractor/consultant’s firm name.

6. Business Address - Enter the contractor/consultant’s business address.

7. Final Contract Amount - Enter the total final amount for the contract.

8. Contract Item Number - Enter contract item for work, services, or materials supplied provided. Not applicable for consultant contracts.

9. DBE Contact Information - Enter the name, address, and phone number of all DBE subcontracted contractors/consultants.

10. DBE Certification Number - Enter the DBE’s Certification Identification Number.

11. Amount Paid While Certified - Enter the actual dollar value of the work performed by those subcontractors/subconsultants during the time period they are certified as a DBE.

12. Certification/Decertification Date (Letter Attached) - Enter either the date of the Decertification Letter sent out by the Office of Business and Economic Opportunity (OBEO) or the date of the Certification Certificate mailed out by OBEO.

13. Comments - If needed, provide any additional information in this section regarding any of the above certification status changes.

14. Contractor/Consultant Representative’s Signature - The person completing the form on behalf of the contractor/consultant’s firm must sign their name.

15. Contractor/Consultant Representative’s Name - Enter the name of the person preparing and signing the form.

16. Phone - Enter the area code and telephone number of the person signing the form.

17. Date - Enter the date the form is signed by the contractor’s preparer.

18. Local Agency Representative’s Signature - A Local Agency Representative must sign their name to certify
that the contracting records and on-site performance of the DBE(s) has been monitored.

19. Local Agency Representative’s Name - Enter the name of the Local Agency Representative signing the form.

20. Phone - Enter the area code and telephone number of the person signing the form.

21. Date - Enter the date the form is signed by the Local Agency Representative.

Page 2 of 2 ends

July 23, 2015
60 85
I
t .... _.i
HAMNER
JEWELL
1¥...ssOC[ATES
Govcrnm('flt Re.al Estate ScrvicC'.s
RFQ DATED DECEMBER 5, 2024

STATEMENT OF QUALIFICATIONS

ON-CALL

REAL PROPERTY SERVICES
RFQ NO. PW 24-11

PREPARED FOR

CITY OF SIMI VALLEY
Fuad Shamout
Principal Engineer/Capital Projects
Department of public Works
2929 Tapo Canyon Road
Simi Valley, CA 93063
JANUARY 9, 2025

CITY OF SIMI VALLEY

PROPOSER
/HAMNER, JEWELL & ASSOCIATES
Government Real Estate Services
260 Maple Court, Suite 277
Ventura, CA 93003
PH ON E (805) 658-8844
FAX (805) 773-2418
WWW. HAMNER-JEWELL.COM

EXHIBIT D
86 HAMNER
}:EWRT.l
.Pr.ssoCIATES Page 1

1. Request for Proposal Acknowledgement Form

CITY OF SIMI VALLEY
RFQ NO. PW 24-0SR

SUBMIT WITH PROPOSAL

REQUEST FOR QUALIFICATIONS ACKNOWLEDGEMENT FORM
PROPOSALS ARE DUE: NO LATER THAN 3:30 P.M. ON JANUARY 9, 2025.

The City of Simi Valley is seeking proposals from qualified firms to provide On-Call Real Property Services for public works projects, RFQ NO. PW 24-11.

1. Submit three original Technical Qualifications Proposals and one Cost Proposal in separate sealed envelopes to:

Fuad Shamout, Principal Engineer/Capital Projects
Department of Public Works
2929 Tapo Canyon Road
Simi Valley, CA 93063
[email protected]
(805) 583-6788

2. Proposer must honor proposal prices for 90 days.

3. Proposals must include this Proposal form and be signed by the vendor's authorized representative.

4. Award of a contract, if any, will be made by the City Council based upon the criteria set forth in this Request for Qualifications and will be made based upon the best qualified Proposer rather than lowest price.

PROPOSER TO READ
I have, read, understood, and agree to the terms and conditions on all pages of this Request for Qualifications. The undersigned agrees to furnish the commodity or service stipulated on this Proposal as stated above.
�Lk:=
Signre
Lillian Jewell
Name (Print)
Senior Associate
Title of Person Signing Proposal
Hamner Jewell & Ass ociates
Company
26 0 Maple Court, Ste 277, Ventura, CA 93003
Address
(866) 658-8844
Company Phone No.
87 HAMNER
JEWELL
�SSOCIATES Page 2

2. Request for Qualifications - Application Form

REQUEST FOR QUALIFICATIONS

APPLICATION FORM
Beacon Integrated Professional Resources, Inc. dba
Legal Contractual Name of Company: Hamner Jewell & Associates Corporate Mailing Address: 3183 Duncan Road, Suite E
City, state and Zip Code: San Luis Obispo, CA 93401-67 81 Phone Number: (805) 773-1459
c ompany Website: www.hamner- jewell.com
Fax: (805) 773-2418
Contact Person for Proposal: L_i _lli_a _n _J_ew_ e_l _l _________________ _ Title: President/Senior Associate Phone:
[email protected]=ax:
(805) 773-1459 E- Mail Address:
(805) 773-2418 Do you have a
City of Simi Valley Business License?
■ YES - License Number: _0_68_0_3_8_7 _7 ___ _ Exp.: 12/31/2025 □ NO - A City of Simi Valley Business License must be obtained upon award of contract.

Is your business: (check one)
□ NON- PROFIT CORPORATION
Is your business: (check one)
■ CORPORATION
□ INDIVIDUAL
□ PARTNERSHIP
□ OTHER: _______ _
State of Incorporation: _c_ a _lii_o _rn_ia ____ _
DIR Registration No.: 2000000061
■ FOR PROFIT CORPORA Tl ON
□ LIMITED LIABILITY PARTNERSHIP
□ SOLE PROPRIETORSHIP
□ UNINCORPORATED ASSOCIATION
Federal Tax ID No.: 770551695----------
Optional: Two (2) individuals who will sign the contract if selected.

Name: Lillian Jewell Title: President
Em a i I: ljewell@hamner- jewell.com
Name: J.T. Katavich
Email: [email protected]
32 ------------
Title: Secretary
88 �MNEl,l

AJEWELL
J\:ssOClATES

3. Cover Letter
January 9, 2025
Mr. Fuad Shamout, Principal Engineer/Capital Projects
Department of Public Works
2929 Tapo Canyon Road
Simi Valley, CA 93063

Page 3 ends

RE: City of Simi Valley -Request for Qualifications No. PW 24-11, On-Call Real Property Services Dear Mr. Shamout,
Hamner, Jewell & Associates is pleased to have the opportunity to submit our qualifications to provide comprehensive right of way and real property acquisition services on an as-needed basis to the City of Simi Valley in support of public works projects. As an established local firm with a long history of assisting the City of Simi Valley and other nearby municipalities, we are confident that our team's extensive local experience and knowledge will assist the City's project goals with qualified professional services and productive results that protect the City's project funding sources and community goodwill.

Since 1977, Hamner, Jewell & Associates has been providing governmental real property services to public agencies, specifically focused originally on the tri-counties areas of Ventura, Santa Barbara, and San Luis Obispo counties. In the past, we have acquired various property rights for the City of Simi Valley for roadway improvements, water and sewer facilities, and public trails. We have also acquired right of way in the City for other public agencies such as the Calleguas Municipal Water District. Our long-term local presence and familiarity with the Simi Valley community will be an asset to the City in reaching project goals and working with the public on the City's behalf. Our longtime senior associate level staff members Lillian Jewell and Heather Johnson will continue to bring local accessibility, historical knowledge, and expertise in helping to deliver City projects on time and on budget.

In accordance with the RFQ Requirements, our proposal response illustrates our capability to complete any specific projects issued by Task Order for this on-call contract in an efficient manner, demonstrated in our work on similar past projects. Our consistently high level of work involving right of way acquisition, representing the City in negotiations to achieve amicable cooperative agreements, attests to our being excellently qualified to assist the City with the services sought.

Hamner, Jewell & Associates acknowledges the issue of the RFQ on December 5, and no addenda posted.

We are aware that the term for services will be for two (2) years with an option of an additional year renewal. In understanding the compliance requirements for participation of Disadvantaged Business Enterprises (DBEs), we have demonstrated sufficient effort in including qualified property appraisal firms on the proposed team who are DBE certified, in addition to conducting a Good Faith Effort - acknowledging that the DBE goal is 0%.
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The terms of our proposal are valid for ninety (90) days. Our fees have been submitted in a separate document as "Part II. Cost Proposal." We attest that there is no known conflict of interest in our pursuit of this opportunity.

Please feel free to contact me with any questions you may have. We look forward to the opportunity to continue working with you!
Authorized Representative of Hamner, Jewell & Associates Senior Associate
Corporate Real Estate Broker
Ventura County Office
260 Maple Court, Suite 277
Ventura, CA 93003
Phone: (805) 658-8844 I Email: [email protected] Corporate Office for Contract Communications:
3183 Duncan Road, Suite E
San Luis Obispo, CA 93401
Phone: (805) 773-1459
BusinessOffice@ham ner-jewel I.com
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4. Table of Contents

ON-CALL

REAL PROPERTY SERVICES
RFQ NO. PW 24-11
Part I. Technical Proposal

1. Request for Proposal Acknowledgement Form

2. Appendix A, Request for Qualifications - Application Form

3. Cover Letter
4 Table of Contents

5. Section 1 Introduction

6. Section 2 Methodology

7. Section 3 Project Management

8. Section 4 Key Personnel and Subcontractors

9. Section 5 Qualifications and References
Statement of Proposer's Qualifications and References Form

10. Section 6 Conflict of Interest

11. Section 7 Forms
Part II. Cost Proposal
1 2
3 5
6 9
13 15
23 24
25 a. Appendix C submitted separately

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5. Section 1: Introduction
Description of Firm
Hamner, Jewell & Associates is a specialized real estate consulting firm that provides local focus in governmental real estate acquisition and relocation assistance services to public agencies in California. Since 1977, Hamner, Jewell & Associates offers a wealth of experience in acquiring property rights to public agencies throughout Ventura, Santa Barbara, San Luis Obispo, and Los Angeles counties from our local Ventura office.

FOCUS AND APPROACH
Our local focus and primary specialization are in the
acquisition of real property rights, including fee acquisitions, easements and other partial interests, for all types of public projects, and in providing relocation assistance in
conformance with the California Government Code and
federal Uniform Act. Offering relocation assistance to
property occupants being displaced by public projects, as mandated on behalf of entities with the authority to acquire property by eminent domain, is an area we offer of additional specialized expertise. Our project management of right of way ranges from the coordination of real property appraisal valuation services, review appraisals, goodwill assessments, and fixtures and equipment appraisals, to the performing waiver valuations for low value acquisitions, offers,
negotiations, obtaining and processing agreements through closure. Our services are designed with the intent of
successfully acquiring property by agreement, minimizing the instances in which eminent domain action might otherwise

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FIRM NAME
Beacon Integrated Professional
Resources, Inc.
dba Hamner, Jewell & Associates
DRE License #01298223

TYPE OF ORGANIZATION
S-Corporation

AUTHORIZED REPRESENTATIVE
Lillian Jewell
Senior Associate/ Project Manager
Corporate Broker
P: (805) 658-8844
F: (805) 773-2418
E: [email protected]

CERTIFICATION
SBE

WEBSITE
www.hamner-jewell.com
be required, but preserving the acquiring agency's right to initiate such action should it become a viable necessity. Our goal is always to achieve cooperative amicable agreements in order to preserve and promote community goodwill and to achieve the most cost-effective solutions, and we have an excellent track record of doing so.

In addition, our real property services include: providing preliminary market surveys, resource analysis, title analysis, waiver valuations, representation in lease negotiations, interim property management, utility relocation coordination, construction noticing, dispute resolution, escrow coordination, drafting acquisition and relocation guidelines, relocation plans, replacement housing plans, and other general real property consulting services.
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OUR EXPERIENCE

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We have acquired temporary and permanent easements or fee interests for roadways, bridge replacements, new and modified state highway interchange projects, water and sewer facilities that include reservoirs, treatment plants, and pump stations, well sites, utilities, greenbelts, and construction areas. We have also acquired access rights, air rights, slope easements, drainage easements, and properties for redevelopment projects and capital improvement projects such as parks, public parking lots, civic centers, and water treatment plant expansion projects. We have acquired properties for all kinds of public works improvements on projects that were locally, state, or federally funded.

Our extensive client list includes almost all of the municipalities in Ventura County as well as public utilities, counties, school districts, special districts, nonprofit housing organizations, private developers, and engineering firms. We have been consultants and service providers to the cities of Simi Valley, Camarillo, Ventura, Oxnard, Moorpark, Santa Paula, Fillmore, Thousand Oaks, Santa Barbara, Goleta, Arroyo Grande, Pismo Beach, Atascadero and San Luis Obispo, the Conejo Recreation and Park District, and the Calleguas Municipal Water District, among others.

We have acquired property rights for the development of the City of Thousand Oaks' City Hall, Old Town Park, and the Goebel Senior Center. We acquired property rights for public housing projects and the site for the State Court of Appeals building in Ventura. We have assisted the Ventura County Waterworks District with surplus property sales.

Through Simi Valley and Moorpark, specifically, we have provided right of way acquisition services on various projects along Los Angeles Avenue, and we have acquired right of way for soundwall improvements along Highways 118 and 101. Additional projects include Alta Tank Site Project; Anderson Tank Slope Repair; Arroyo Simi Bike Path; Cochran Street Rehab; Corley Property Acquisition; Crown Hill Drive Property Transfer; Earl Courtney Water Easement; Erringer Parcel Appraisal; Tapo Canyon Well Replacement - Exchange Agreement; Ventura Co Water District No.8 Pump Station No.2.

We have handled the right of way acquisition for State highway interchange projects at 101/23, the Carmen Drive, Springville, Flynn Road and Victoria Avenue interchanges, among others. More recently in Simi Valley, we have completed the Cochran Street ADA Ramp project and the Cochran Street Bridge project, both of which were subject to Ca It rans oversight. We have acquired land rights for the City of Simi Valley for roadway improvements, water and sewer facilities, and public trails, and we look forward to the opportunity to further assist and support the City's future real estate needs.

All of our work is done in accordance with the professional and ethical standards of the International Right of Way Association and in accordance with the provisions of the California Government Code and other applicable statutes and funding guidelines. We are completely familiar with Caltrans Local Assistance Procedure Manual (LAPM), FHWA, and Federal right of way acquisition requirements, and we routinely work with Caltrans District 7 on projects that are subject to Caltrans monitoring and oversight. 93 I -
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Our right of way agents and project managers are licensed by the California Department of Real Estate and can assist with any real estate needs such as acquisition services requiring a real estate license. Our Mission Statement is:

To provide personal, quality, cost-effective property
acquisition and relocation assistance services
in a politically sensitive manner that
promotes community goodwill.

Hamner, Jewell & Associates has assisted the following Ventura County municipalities with on-call right of way acquisition needs similar to those required by the City:

City of Camarillo City of Thousand Oaks City of Oxnard
And other Central Coast communities:

City of Paso Robles
City of Solvang
City of Arroyo Grande
City of Goleta
City of Atascadero
Further, we have provided right of way acquisition services to:

City of Moorpark
United Water District
Calleguas Municipal Water District
Conejo Recreation and Park District
City of Ventura
City of San Luis Obispo
Camrosa Water District
Las Virgenes Water District
Hamner, Jewell & Associates is a State certified Small Business Enterprise (SBE) and makes every effort to involve other certified DBE/SBE/MBE professionals to perform meaningful work on our project teams and collaborating with them whenever possible. As a small firm, Hamner, Jewell & Associates, has taken the appropriate steps for this opportunity (with a Good Faith Effort) to ensure that certified DBE appraisers have the chance to participate according to the requirements and the DBE goal. 94 HAMNER
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6. Section 2: Methodology

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Hamner, Jewell & Associates understands that the Department of Public Works of the City of Simi Valley has the responsibility for providing administrative and management support for the design and construction of City public works projects. The nature of an on-call contract for right of way services requires the authorized contractors to ramp up quickly and understand the extent to which there are factors and conditions to consider - in addition to the technical management of the right of way process.

Readiness is key to our project methodology.

Hamner, Jewell and Associates strongly believes in an effective and coordinated team readiness approach to project implementation, and we look forward to working closely with project planners, design engineers, surveyors, and environmental teams at the earliest stages of project development. We prefer to be involved in projects from an early stage so we can effectively identify and address any potential right of way issues in order to avoid costly project delays. With our experience providing service in On-Call contracts, we are skilled at quickly deploying the necessary resources in order to accomplish appraisal, acquisition, and relocation services needed to move the project forward in a timely manner. We further understand that the right of way scope of work to be performed must follow the requirements of the Uniform Act and the California Government Code.

The right of way process involves:

PROJECT PLANNING PHASE
• Project team kick off meeting. Review preliminary project plans and conduct initial site visits. • Jointly establish acquisition policies and procedures. • Actively participate in field checks with engineers and appraisers. • Perform preliminary property investigations, including obtaining County Assessor information and review of any previous client correspondence and contacts with property owners. • Order Title Reports to confirm ownership and examine the condition of title. • Conduct research and analysis of property profiles, vesting deeds, and other relevant public information to identify the ownerships of each property. • Initiate preliminary owner contacts to obtain information that may assist in design plan completion and appraisal preparation.
• Obtain Permits to Enter for project planning studies, when requested. • Communicate and coordinate with City staff, legal counsel, and engineers to minimize potential property acquisition complications and costs.
• Order Appraisals and Appraisal Reviews on Federally-funded projects. • On Caltrans projects, prepare Right of Way Data Sheets. • On Caltrans projects involving relocation impacts, prepare Relocation Impact Reports, as needed. • Prepare proposed acquisition documents for City staff review, as needed. • Provide real estate acquisition cost estimates to assist in routing and site selection decisions. 95 HAMNER
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PRE-OFFER PHASE
• Obtain and review preliminary title reports.

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• Obtain and review appraisal reports from qualified licensed Certified General Appraisers experienced in completing appraisals in conformance with the Appraisal Institute and project funding requirements.
• Obtain Appraisal Reviews, on federally funded projects. • Review final project plans to assure thorough understanding prior to contacting property owners. • Prepare and maintain parcel diaries.
• Prepare Appraisal Summary Statements reflecting relevant appraisal data, in conformance with state law.

OFFER PACKAGE
• Prepare offer package documents including written offer letter, appraisal summary statement, agreement and deed, an informational brochure on the public acquisition process, and any other mandatory disclosure documents. The format of the offer package will be pre-approved by the client, as necessary.
• Set appointments for offer presentations after receiving client approval of the appraisal and authorization to proceed with offer presentations.

Hamner, Jewell & Associates professional local staff excel at building rapport and negotiating with property owners to obtain cooperative agreements for the acquisition of property rights needed for public projects.

NEGOTIATION PHASE
• Personally deliver each offer (virtual delivery will only be used if personal delivery is specifically requested by the property owner) and explain project details, the written offer, the Summary Statement, and governmental acquisition procedures to the property owner. • Respond to the owners' requests for supplemental information. • Gather and review information submitted by the property owners, and transmit to staff, appraiser, engineer, or legal counsel, if appropriate.
• Prepare periodic status reports and maintain open communication with City staff at all times. • Serve as project liaison between property owner and City project team, including construction vendors.
• Respond to all concerns in a prompt, impartial manner while attempting to obtain an amicable mutually acceptable agreement.
• Coordinate interim vacancy payments with owners whose tenants are relocated prior to City possession of the property.
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NEGOTIATED AGREEMENT

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• Prepare purchase and transfer documents, including escrow instructions and supplemental paperwork, if required.
• Prepare an Administrative Settlement Memorandum for the file and confirm client pre- approval, if required.
• Meet with owners to obtain signatures.
• Notarize documents.
• Open an escrow, if appropriate, and supply copies of all documents, title report, and supplemental information to escrow officer.
• Forward original documents to staff for submission to City Council for formal approval and execution.
• Coordinate with owners, staff, escrow officer, title officer, Recorder's office, beneficiaries, and others, handling all items necessary to successful closing. • Transmit funds and closing documents to appropriate parties. • Review and forward Policy of Title Insurance to staff, if such is obtained per agreement provisions.

FOLLOW-UP
• Maintain records in compliance with law.
• Submit original files to the City, if requested.
• Review acquisition statistics upon project completion, provide an analysis of project acquisition costs, if requested.
• Provide construction coordination and consultation to ensure compliance with all agreements and requirements.

PROJECT CLOSE
• Complete a final quality assurance/quality control review of the file. • Provide final status reports and documents to the client.

OPTIONAL SERVICES

RELOCATION ASSISTANCE SERVICES
• Identification of appropriate guidelines per project funding requirements. • Tenant Noticing.
• Market Searches and Referrals Moving Bid Coordination Related Property Management. • Business/Industrial Relocation Assistance Residential Relocation Assistance Utility Relocation Coordination.
• Claim Review, Preparation, and Processing.
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CONSTRUCTION COORDINATION
• Rights of Entry for surveying and other pre-construction work and alignment studies. • Liaison between property owners and construction management. • Prepare Construction and Restoration Reports and Damage Claim Settlements. • Resolve trespass claims/encroachments Public Relations. • Construction Noticing.

CONDEMNATION COORDINATION
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• Coordinate with legal counsel in preparing the necessary suit information in advance of filing. • Prepare and mail Notices of Intent, if requested. (Actual notices usually are mailed by legal counsel.)
• Attend public Necessity Hearing.
• Continue settlement negotiations.
• Maintain open communication with client and legal counsel. • Attend settlement conferences and/or mediation sessions, if requested. • Act as Expert Witness, if called upon.
• Support legal counsel in any way helpful in achieving a stipulated settlement in lieu of ongoing litigation.
• Draft or contribute necessary acquisition data for Caltrans Right-of-way Certification, if required and included in Scope of Work.
• Maintain records in compliance with law.
• Submit original files to City, if requested.
• Review acquisition statistics upon project completion, providing an analysis of project acquisition costs, if requested.
• Provide construction coordination and consultation to ensure compliance with all agreements and requirements construction coordination.
• Prepare Construction and Restoration Reports/Construction Memos to summarize construction commitments for contractor.
• Prepare construction commencement notices to owners, when requested, per commitments made in RW Agreement or Deed.
• Field calls from owners during construction and act as intermediary in relaying information to client and/or contractor.
• Aid in resolution in any construction damage claim disputes and obtain owner sign off documenting satisfaction and release.
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7. Section 3: Project Management

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Hamner, Jewell & Associates considers project management of right of way to be an essential part of the delivery of right of way real estate services on any project. The Project Manager is responsible for overseeing all aspects of acquiring, managing, and maintaining access rights across public and private land for designated projects, including land acquisition, permitting, encroachment enforcement, and coordination with other departments and stakeholders involved in the project. The management structure used by HJA involves project manager oversight of specialized work performed by qualified right of way agents, subconsultants, and project support team. All team members are responsible for completing work and deliverables according to the QA/QC standards of the project. As representatives of the City in any public-facing communications, Hamner, Jewell & Associates is committed to upholding the City's reputation with the community as well as the project goals. The Project Manager will perform the ultimate quality review of results before communicating them to the City representatives.

Based on our understanding of the scope of work for this project and our own previous experience on similar projects, we propose to proceed with this project the following tasks:
• Project right of way management services
• Preliminary Title Reports
• Background information review
• Valuation coordination of local team appraisers or completing waiver valuations • Identification of impacted property owners on the list of project sites • Research and obtain records of property ownership
• Develop informative and persuasive written documents to explain project and obtain property easements and/or acquisitions
• Coordination with City staff to develop an agreement
• Coordination with City staff to contact property owners • Attendance to on-site meetings with property owners to discuss proposed agreements • Negotiations
• Coordination with City staff to secure final site agreements as needed • Coordination of project close-out including log of communications, correspondence with property owners, and certification of project completion
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ACQUISITION SCHEDULE AND DELIVERY
Hamner, Jewell & Associates proposes the following acquisition schedule based on our standard work plan.

Our schedule is intended to provide the City with a simplified list of the steps and potential expedited time lines for the right of way acquisition process for public work projects.

ACQUISITION WORK PLAN SCHEDULE (PER PARCEL)
Duration Key Tasks/Resources
30 Days File Set Ups, Project Management Planning meetings with the City 30 Days Property Owner Research and Preliminary Title Reports 5 Days (1 week) Property Owner Outreach
60 Days Appraisal Reports
14 Days (2 weeks) Approval of Appraisals and Offer Packages by City 10 Days (2 weeks) Offer Presentations to Owners
90 -180 Days * Negotiations and Follow up Efforts to Obtain Cooperative Agreements 45 Days Agreement Processing
*Note: A 180 day period of working with individual property owners to reach agreement is a general time allocation. Anytime one is working with people rather than a controllable task, actual time may vary. The owners may sign quickly because they realize that the project provides a benefit to their property. However, without initiating owner contact, we cannot identify in advance the expected owner response and how much time it may take to address the owner's concerns and achieve the amicable cooperative agreement sought. We will work closely with the City's staff to ensure our efforts are undertaken under City's general direction and so City remains in control of the general course and thereby the cost of our efforts, and will adjust this timeline as needed to meet certain project deadlines.

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8. Section 4: Key Personnel and Subcontractors

CITY OF SIMI VALLEY
Authorizing Corporate Representatives
Lillian Jewell
Senior Associate/ Program Manager
Corporate Real Estate Broker
Real Estate License
Right of Way Agents
Heather Johnson
Project Manager/Senior Associate
Real Estate License
Notary Public
Mary Jo Anderson
Transaction Coordinator
Riggs and Riggs, Inc.

Real Estate Appraisers
Bryan Riggs, MAI, SR/WA
Joyce Riggs, MAI, SR/WA
SBE
Project Support
Ashley Borlodan
Project Coordinator
Real Property Appraisal
Hoffman, Vance & Worthington, Inc.
.Kevin P. McAtee, MAI, AI-GRS
Real Estate Appraiser
J.T. Katavich, RWA
Senior Associate
Real Estate License
Notary Public
Robert McDowell
Senior Associate
Real Estate License
Licensed Attorney
Daniel Suarez
Project Support
Jeremy Bagott, MAI, AI-GRS
Real Property Appraiser
Cushman Wakefield
Jared De Camp, MAI
Frank Fassl
Jan M. Kelly
Santolucito Dore Group
Christine Santolucito, R/W-AC
Lance Dore, MAI, FRICS
DBE, SBE Thomas Bogdon, MAI, R/W-AC, MRICS
Rowland Valuation
Michael Lockard, MAI, R/W-AC

DBE, MBE
Appraisal Review
Scott Enterprises Appraisal and Consulting
Janet Scott, MBA, MAI

DBE, SBE
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LOCAL STAFF

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Hamner, Jewell & Associates' services to the City of Simi Valley will be provided by our Ventura County office Senior Associates who reside in Ventura County and have been working throughout Ventura County for decades. By including experienced staff who live and work in the local area, HJA is proud to provide specialized real estate services to our clients that are responsive and comprehensive. Our local focus has always been, and continues to be, on providing the very best service available to meet the real estate needs of our local public agencies.

Heather Johnson will serve as the Hamner, Jewell & Associates Project Manager for this On-Call contract.

Ms. Johnson has been our lead Right of Way Agent/Project Manager for Simi Valley projects since 2003 and is highly familiar with Simi Valley procedures and structure, having worked on numerous projects in the City. Since January 2000, Ms. Johnson has been working with public agencies on projects involving property acquisition and relocation assistance throughout Ventura County. She has been key in providing right of way acquisition services to the Calleguas Municipal Water District, the Las Virgenes Municipal Water District, the Camrosa Water District, the Saticoy Sanitary District, and the Ojai Sanitary District; acquiring easements and rights of entry, handling property owner communications, and construction notices for various pipeline installation projects. She has also served as the lead right-of-way agent/project manager for numerous roadway and utilities projects in the Cities of Moorpark, Thousand Oaks, Ventura and Simi Valley. Ms. Johnson, as a lifelong resident of Ventura County, is fully familiar with the Simi Valley area and available to bring her expertise to the City. She is based out of our Ventura County office and resides in nearby Camarillo.

The team includes Lillian Jewell who has been in the real estate field since 1979 and has specialized in Government Real Estate Services in Ventura County since 1986. She is a highly qualified and capable experienced governmental real estate professional. Ms. Jewell, as a Senior Associate and Project Manager of Hamner, Jewell & Associates, has played a primary role in numerous projects involving the acquisition of residential, commercial, and agricultural land for numerous public agencies spanning geographically from the City of Poway in San Diego County, throughout California Central Coast communities, and communities in the Central Valley. As a project manager, she has managed large regional projects such as the State Water Project Coastal Branch, the Nacimiento Water Project, and portions of the State High Speed Rail Project, as well as numerous transportation projects involving state highway interchanges and street extensions, grade differentials, severance damages, and tenant displacements. She worked on many Calleguas Water District projects and helped the City of Thousand Oaks acquire the Hillcrest School site for an affordable housing project. Ms. Jewell is considered an expert in the right of way field throughout the tri-counties' central coast region and will lend her support to the City and our Project Manager Ms.

Johnson whenever needed. She is an active member and three times past President of the International Right of Way Association (IRWA) Chapter 47 and has been twice honored as Professional of the Year by IRWA Chapter 47. She is the Corporate Real Estate Broker and provides oversight and quality control for our right of way acquisition and relocation assistance teams. 102
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Both Ms. Johnson and Ms. Jewell have provided Real Estate and Right of Way Acquisition services to the City of Simi Valley over a span of decades, and both are experienced and familiar with the community and the City's policies, procedures, preferred staffing and processes.

Additional supporting staff to our project management team include:

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Robert McDowell, a Senior Associate based in our Ventura office, real estate licensee, notary public, and licensed California attorney who has been with our firm since 1993. Mr. McDowell has extensive experience working with public agencies in Ventura County, including the City of Camarillo, City of Oxnard, United Water District, Calleguas Municipal Water District, and Casitas Water District. He worked with the City of Camarillo on projects involving right of way with property acquisition needs for almost 30 years.

J.T. Katavich has worked on a variety of infrastructure projects for numerous local public agencies, including roadway improvement projects, the acquisition of property rights for waterlines, sewer lines, lift stations, and canals. Mr. Katavich is a Senior Associate with our firm. His interpersonal skills lend themselves to a skillful approach to property owner negotiations. Through these negotiations, he has acquired fee title, permanent and temporary easements for federally funded and local agency projects.

He is based out of our Corporate headquarters.

Support Team. Our team is supported by staff Transaction Coordinators, and Escrow Coordinator, Project and Data managers, as well as a file management support team. We have seven licensed real estate staff members to provide support for the project needs the City may have, as well as a team of qualified appraisers. Whatever the size and scope of the project, we are capable of deploying the right team and solutions to meet the City's needs. Our Project Managers are working managers who are actively involved in the day-to-day work of project goals; they interface directly with City staff and work to fully integrate into the City's project team. We enjoy working as an integral part of an integrated project team.

SUBCONSULTANTS
Our subconsultants are all licensed appraisers and highly qualified with extensive right of way project experience in Southern California.

Riggs & Riggs, Inc., (SBE) is a real estate appraisal and consulting firm with over 30 years of real estate, and right of way experience providing appraisal services for individuals, businesses, and governmental agencies, including appraisals of full and partial acquisitions of fee, permanent easement and/or temporary easement right of way assignments. Bryan G. Riggs, MAI, SR/WA, and Joyce L. Riggs, MAI, SR/WA, provide high quality, independent, objective, and timely real estate appraisal and consulting services utilizing state of the art technologies and current appraisal practices. The firm is headquartered in the City of Simi Valley.
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Hoffman, Vance & Worthington, LLC was formed in 1956 to meet Ventura's need for agricultural management, appraisal, and consulting services. As its clients' needs grew in relation to the community it served, it expanded its core competencies and areas of expertise for all real property needs. Kevin P.

McAtee, MAI, AI-GRS is a native of Ventura County with over thirty years of experience in brokerage, valuation and development.

Jeremy Bagott, MAI, AI-GRS is a recognized Real Property Appraiser in Ventura County. He has provided commercial real estate analytics and right of way and real estate valuation. Clients include municipalities, special districts, attorneys, banks and accountants. He is a long-time resident of Ventura County.

Santolucito Dore Group ( DBE, SBE) is a highly experienced firm in real estate valuation with specialization for public agencies and government entities at the federal, state, and local level and assists with eminent domain actions. Christine Santolucito, R/W-AC and Lance Dore, MAI, FRICS, are both California licensed Certified General Real Estate Appraisers. The firm is based in Riverside County but has appraised property rights throughout California.

Cushman & Wakefield is a real estate firm marking over 100 years of experience in the industry and provides a variety of services including real property appraisal for right of way. Their team includes licensed appraiser Jan M. Kelly who is part of CW's Public Infrastructure Practice group and Jared Decamp, MAI who has 18 years of experience in real estate. They will be supporting the project from the Los Angeles office. Appraiser Frank Fassl who is also part of CW's Public Infrastructure Practice group, has over six years in the industry. He is based in San Luis Obispo. Thomas M. Bogdon, MAI, R/W-AC, MRICS is a Senior Director at CW and has been engaged in real estate valuation and consulting for more than 40 years. As executive leadership, he is located in Dallas, TX.

For the federal Review Appraisal task, Rowland Valuation ( M BE, SBE) specializes in regulatory compliant, full and partial acquisition right of way appraisal and review assignments for public improvement projects for more than 25 years. Michael Lockard, MAI, R/W-AC has conducted appraisal review for large public works projects for numerous communities.

Review Appraisal services may also be performed by Scott Enterprises Appraisal & Consulting (DBE, SBE) President, Janet Scott, MAI, MBA. The firm's focus is on right of way for a variety of real estate valuations and appraisal review including agricultural, multi-family, retail, industrial and vacant land properties.

DBE/SBE/MBE: Hamner, Jewell & Associates makes every effort to involve certified DBE/SBE/MBE professionals to perform meaningful work on the project team by first being familiar with their work and collaborating with them whenever possible. For this RFQ, our Good Faith Effort was performed by sending direct emails with full understanding of the significance of professional certification and capability, in addition to DBE certification, and service area. By using the current Certified Directory listings for licensed Real Estate Appraisal support in Southern California, we contacted each firm individually to ask if they were interested in joining our project team, then provided the RFQ, and followed-up with initial non responders. Non-responsive firms and non-interested firms were not selected. 104
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9. Section 5: Qualifications and References
Statement of Proposer's Qualifications and
References Form
RFQ NO. PW 24-11

SUBMIT WITH PROPOSAL

STATEMENT OF PROPOSER'S QUALIFICATIONS AND REFERENCE S
The Proposer is required to state the Proposer's financial ability and a general description of similar work performed.

Number of years engaged in providing the work included within the scope of the specifications under the present business name: .....1.Z..__years.
(Firm operated as Rick Hamner & Associates 1977-1988. Our name was changed to Hamner, Jewell & Associates in 1989. Since 2000, Hamner, Jewell & Associates has been a registered dba of corporate umbrella Beacon Integrated Professional Resources, Inc., a California S-Corporation.) List and describe fully a minimum of five projects performed by your firm within the last five years, which demonstrate your ability to complete the work included within the scope of the specifications and where the Proposer has performed work in providing architectural designs of libraries and library areas, particularly in Ventura County's jurisdiction with government agencies similar to the Simi Valley Public Library. 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 No. 1
Customer Name: City of Ventura ------------------------ Contact Individual: Linda SumanskY, Ventura Water Pure Program Director Phone No. (805)658-4771 Address:501 Poli Street, Room 218, Ventura, CA 93002 _______________ _ Contract Amount: Various Projects __________ _ Year: 1985-Present ____ _ Description of Work done:

For many years, Hamner, Jewell & Associates has assisted the City of Ventura with its real estate needs, including the following recent projects:

Advanced Water Purification Facility -Hamner, Jewell & Associates assisted the City with identifying and analyzing several potential sites for a new Advanced Water Purification Facility. After the final site was selected by the City, we assisted with purchasing the 10-acre property. 105
HAMNER
JEW LL
J\:ssocIATES Page 20
Ventura Water Pure Ocean Outfall Project - Hamner, Jewell & Associates assisted the City with obtaining several new permanent and temporary construction easements needed to facilitate the installation of a new main pipeline from the City's pending Advanced Water Purification Facility (AWPF) to Marina Park where concentrate generated from the new AWPF will be disposed of in the new ocean outfall pipeline.

We additionally assisted with temporarily relocating over 60 boats from the project construction area in accordance with the California Government Code and the Federal Uniform Relocation Assistance and Real Property Acquisition Policies Act. requirements.

State Water Interconnection Project - Hamner, Jewell & Associates assisted the City with analyzing and selecting the best alignment for a new water line to install the installation of a new water pipeline and related facilities, which would enable the delivery of State Water Project water to the City and United Water Conservation District by wheeling water through Calleguas Municipal Water District's water system. We are currently helping the City to acquire the necessary permanent and temporary construction easements needed for the project.

Telegraph Road Anacapa School Safe Routes to School Project - Hamner, Jewell and Associates assisted with acquiring several permanent and temporary construction easements needed for the installation of new Class II bike lane and sidewalk improvements. This was a Federally-funded project with Caltrans oversite.

Reference No. 2
Customer Name: City of Thousand Oaks _____________________ _ Contact Individual: Clifford G. Finley, Public Works Director Address: 2100 Thousand Oaks Blvd., Thousand Oaks. CA 91362 Contract Amount: Various Projects __________ _
Description of Work done:

Phone No. (805) 449-2400
Year:2000 to Present ___ _
For many years, Hamner, Jewell & Associates has assisted the City of Thousand Oaks with its real estate needs, including the following recent projects:

Los Feliz Drive Sidewalk Project Phase II - Hamner, Jewell & Associates assisted with obtaining 21 Permits to Enter and Construct and 2 permanent easements and two temporary construction easements in connection with a project to install infill sidewalks along Los Feliz Drive between Thousand Oaks Blvd. and N. Conejo School Road to improve safety and accessibility for walking through this neighborhood.

Conejo School Road and Willow Lane Sidewalk Project- Hamner, Jewell & Associates assisted the City with acquisitions of permanent and temporary property rights from 33 owners to complete a sidewalk network along Conejo School Road and part of Willow Lane.

Erbes Road Widening Project - Hamner, Jewell & Associates acquired right of way from 28 parcels for the Erbes Road Improvement Project. All needed right of way was acquired on time and within budget, cooperatively with no litigation.
106
I -
HAMNER
JEWELL
�SSOCIATES Page �I
101/23 Interchange - Hamne r, Jewell & Associates was retained by the design enginee r fo r the City of Thousand Oaks to acqui re right of way fo r this project, including 7 tempora ry const ruction easements and one noise mitigation payment, in o rde r to e rect sound walls in conjunction with the widening of State Route 101 nea r the Highway 23 inte rchange.

Reference No. 3
Customer Name: Calleguas Municipal W ate r Dist rict _________________ _ Contact Individual: �K� ri�sti�·n� e�M� c�C�aff� re�y __________ _ Phone No. (805) 579-7173 Address: 2100 Olsen Road, Thousand Oaks, CA 91360 ______ __________ _ Contract Amount: Va rious P rojects __________ _ Vear: 1997-P resent ____ _ Description of Work done:

Fo r ove r 20 yea rs, Hamne r, Jewell & Associates has been providing p roperty acquisition and p roperty owne r coo rdination services to the Calleguas Municipal W ate r Dist rict (CM W D). P rojects have included right of way and real estate acquisition fo r tank sites, tu rnouts, waterlines, and nume rous phases of the regional Salinity Management p roject. Ou r team has acqui red pipeline easements, rail road crossing ag reements, and many right of ent ry agreements throughout Simi Valley, Moo rpa rk, Thousand Oaks, Cama rillo, Oxnard, Ventu ra, and Po rt Hueneme. In addition to acqui ring p rope rty rights, we p rovide a full spect rum of services to CM W D that includes public out reach, const ruction noticing, and const ruction damage claim resolution. W e have also coo rdinated with District staff and consulting teams to facilitate p roperty owne r communications and gene ral public out reach du ring the const ruction stages of p rojects In essence, we wo rk with p roperty owne rs f rom initial planning stages, p roviding assessments for alignment studies and siting analysis, th rough the p roperty acquisition, const ruction noticing, and const ruction and resto ration completion stages.

Ove r the past seve ral yea rs, we have been aiding the CM W D with right of way acquisition requi red for thei r Salinity Management P roject, a regional wate r pipeline that spans Ventu ra County, collecting salty wate r gene rated by g roundwate r desalting facilities as well as excess recycled water and convey that wate r fo r r e-use in othe r a reas of the region. Unused supplies will be discha rged to the ocean via a Po rt Hueneme outflow line.

Reference No. 4
Customer Name: City of Santa Ba rba ra ______________________ _ Contact Individual: David Thornbu rgh, SF W A. R/ W-NAC, MPA =-S-=-e n'""i'""o-'-r ..:..;Rc=e=a l'-'P--=-r=o.c.p-=-e rt:....::...L.y-=--A:cgc:.e:..:..nt=--C=ic:.tYi.....=-Of-=--S=-=a::..:.n=t=a-=B=a-'-'rb=-=a::..:.r=a ..:..P-=u=b=I ic=--:...W:....::oa..:.r=ks"--____ Phone No. ( 805 l 5 64-544 9 Address: 630 Ga rden St reet, Santa Ba rba ra, CA 93002 ________________ _ 107
HAMNER
JF.WRT.T
.Pr..ssoCIATFS
Contract Amount: Various Projects __________ _
Description of Work done:
.Page 22
Year: ----------
Hamner, Jewell & Associates has acquired multiple properties and/ or easements for the City and Redevelopment Agency of Santa Barbara. We have provided right of way acquisition and relocation assistance on projects involving commercial, industrial, agricultural, and residential properties. In conjunction with Santa Barbara's notable downtown redevelopment project, we relocated 32 substantial businesses to clear the way for the Paseo Nuevo Mall, and acquired portions of numerous commercial properties for the conversion of existing City surface parking lots into new municipal parking structures.

Recent projects include numerous bridge projects utilizing Highway Bridge Project funds administered by the Federal Highway Administration:

Haley De La Vina Bridge Project
Ortega Street Bridge Project
Cota Street Bridge Project
Mason Street Bridge Project
Chapala Street Bridge Project
Cabrillo Bridge Project
Bath-Ortega Project
De La Vina at Vernon Bridge Project
108
J{AMNDR
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.P\ssocrATES
Qualifications

GOVERNMENT RIGHT OF WAY
Page �0
Hamner, Jewell & Associates works closely with public agencies throughout Southern California, Ventura County and Central Coast regions of California, and has done so since 1977. Our extensive project experience for public clients includes the Cities of Simi Valley, Camarillo, Ventura, Oxnard, Moorpark, Santa Paula, Fillmore, Thousand Oaks, Santa Barbara, Goleta, Arroyo Grande, Pismo Beach, Atascadero, San Luis Obispo, Santa Barbara, Fresno, Sanger, Porterville, Farmersville, Woodlake, Exeter, Dinuba, Gustine, Clovis and Ridgecrest; counties of Ventura, San Luis Obispo, Fresno, Santa Barbara, Merced, Madera, Kings, and Stanislaus; agencies of United Water Conservation District, Calleguas Municipal Water District, among many others. We are very familiar with working in accordance with state and local laws as well as coordination with the staff of the City or County on large and small scale projects. Our project experience includes work with school districts, water districts, sanitary districts, public utilities, housing authorities and non-profits, private developers, and engineering firms. We are highly familiar with Caltrans and FHWA right-of-way acquisition requirements and routinely work with Caltrans Districts 5, 6, 7, and 10 on projects subject to their monitoring and oversight.

In addition to the project examples referenced in the previous form, our firm has been instrumental in delivering property rights for high profile projects such as the California High Speed Rail project, the State Water Project, Central Coast Branch, as well as the County of San Luis Obispo's largest project to date, the Nacimiento Water Project.
109
HAMNER
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/\ssocTRFES

10. Section 6: Conflict of Interest

Page 24 ends

Hamner, Jewell & Associates declares that we have no financial, business, or other relationship with the City of Simi Valley that may have an impact on the outcome of the work to be done. The work that we have done in the City has been done with governmental entities including the City itself, and does not include private sector clients such as construction companies. We have no financial interest with any construction company that might submit a bid on a project that real property is being acquired for. 110
HAMNER
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.Pr.ssocIATES

11. Section 7: Forms
.Page 25
111
HAMNER
JEWELL
.Pr.ssocrATFS Page 26
Thank You
112
Local AMiatance Procedures Manual Exhibit 10-01
Consultant Proposal DBI£ Commltmt'nt
Re. ·e.t Form
EXHIBIT 10-01 CONSULTANT PROPOSAL DBE COMMITMENT

1. Local Agency: City of Simi Valley

3. Project Description: On-Call Real Property Services

2. Contract DBE Goal: _0_'¾_0
___________
_

4. Project Location: Various -------------------------------------------

5. Consultant's Name: Hamner, Jewell & Associates 6. Prime Certified DBE: □

7. Description of Work, Service, or Materials 8. DBE
Certification 9. DBE Contact Information 10. DBE% Supplied Number Appraisal 43345 Santolucito Dore Group, (951) 225-3500
31600 Rail rd Cyn Rd,# I 00-L, Cyn Lake 92587
Appraisal Review 41986 RowLand Valuation (209) 645-2341 1239 S Highland Ave, Ripon CA 95366
Appraisal Review 39510 Scott Enterprises Appraisal & Consulting (916) 533-7948, PO Box 11, Wilton, CA 95693
Local Agency to Complete this Section

17. Local Agency Contract Number:

11. TOTAL CLAIMED DBE PARTICIPATION

18. Federal-Aid Project Number:

Consultant's Ranking after Evaluation:

IMPORTANT: Identify all DBE firms being claimed for credit, Local Agency certifies that all DBE certifications are valid and information on regardless of tier. Written confirmation of each listed DBE 1s this form is complete and accurate. require
l�
01/08/2025

21. Local Agency Representative's Signature 22. Date 12. Pre®,rer's Signature 13. Date Lillian Jewell (805) 773-1459

23. Local Agency Representative's Name 24.Phone 14. Preparer's Name 15.Phone Firm President/Senior Associate

25. Local Agency Representative's Title 16. Preparer's Title DISTRIBUTION: Original - Included with consultant's proposal to local agency.

LPP 18-01
38

Page 1 ends

January 2019
113
Local Assistance Proccdut'CS Manual EXHBIT 10-Q
_ Disclosure of Lobbying Activities
Hamner, Jewell & Associates does not participate in lobbying activities EXHIBIT 10-Q DISCLOSURE OF LOBBYING ACTIVITIES
COMPLETE THIS FORM TO DISCLOSE LOBBYING ACTIVITIES PURSUANT TO 31 U.S.C. 1352 Type of Federal Action: 2. Status of Federal Action: 3. Report Type:
[Z] a. initial§ a. bid/offer/application
b. initial award
c. post-award
D b. material change

4. 6.

8. 10.
[ZJ Prime
Congressional District, if known
Federal Department/Agency:

Federal Action Number, if known:

Name and Address of Lobby Entity
(If individual, last name, first name, MI)
For Material Change Only:
year__ quarter ___ _
date of last report ___ _

5. If Reporting Entity in No. 4 is Subawardee,
Enter Name and Address of Prime:

Congressional District, if known

7. Federal Program Name/Description:

CFDA Number, if applicable ________ _

9. Award Amount, if known:

Individuals Performing Services
· eluding address if different from No. I 0)
(las ame, first name, MI)

12. Amount of Payment (check all that apply) 14.

13. $ ______ D actual D planned
Form of Payment (check all that apply):

B a. cash
b. in-kind; specify: nature ______ _
Value _____ _
c. commission
d. contingent fee
e deferred
f. other, specify ___________ _

16. Continuation Sheet(s) attached: Yes D

17. Information requested through this form is authorized by Title 31 U.S.C. Section 1352. This disclosure oflobbying reliance was placed by the tier above when his transaction was made or entered into. This disclosure is required pursuant to 31 U S.C. 1352. This information will be reported to Congress
semiannually and will be available for public inspection. Any person who fails to file the required disclosure shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.

Federal Use Only:

No 0
Signature: Lillian Jewell
Print Name: Lillian Jewell
Digitally signed by Lillian Jewell
Date: 2025.01.0812:14:05-08'00'
Title: Firm Principal/Senior Associate
Telephone No.: (866) 773-1459 Date: -----
Authorized for Local Reproduction
Standard Form - LLL
Standard Form LLL Rev. 04-28-06
Distribution: Orig- Local Agency Project Files
36 114
Loc�I t\:;:;istuncc 1-'roccdurc:; Manuul Exhibit 15-H
Prupuser/Cu11lrc1dur Guud Fc1ilh Effurl
EXHIBIT 15-H: PROPOSER/CONTRACTOR GOOD FAITH EFFORTS
Cost Proposal Due Date _0 _1 /_0_9/_2 _02_ 5 ____ PE/CE Federal-aid Project No(s).RFQ NO. PW 24-11 Bid Opening Date _0_1/_ 1_0/_2 _02_ 5 ____ CON The City of Simi Valley established a Disadvantaged Business Enterprise (DBE) goal of _Q_% for this contract. The information provided herein shows the required good faith efforts to meet or exceed the DBE contract goal.

Proposers or bidders submit the following information to document their good faith efforts within five (5) calendar days from cost proposal due date or bid opening. Proposers and bidders are recommended to submit the following information even if the Exhibit 10-01: Consultant Proposal DBE Commitments or Exhibit 15-G:

Construction Contract DBE Commitment indicate that the proposer or bidder has met the DBE goal. This form protects the proposer's or bidder's eligibility for award of the contract if the administering agency determines that the bidder failed to meet the goal for various reasons, e.g., a DBE firm was not certified at bid opening, or the bidder made a mathematical error.

The following items are listed in the Section entitled "Submission of DBE Commitment" of the Special Provisions, please attach additional sheets as needed:

A. The names and dates of each publication in which a request for DBE participation for this project was placed by the bidder (please attach copies of advertisements or proofs of publication):

Publications Dates of Advertisement
Email 12/19/2024
B. The names and dates of written notices sent to certified DBEs soliciting bids for this project and the dates and methods used for following up initial solicitations to determine with certainty whether the DBEs were interested (please attach copies of solicitations, telephone records, fax confirmations, etc.):

Names of DBEs Solicited
Southern Partners
Santolucito Dore Group
Rowland Valuation
Chapman Patton & Associates
Quality Right of Way Services
Cogito Realty Partners
Cambrian Solutions
Date of Initial Solicitation
12/19/2024
12/19/2024
12/19/2024
12/19/2024
12/19/2024
12/19/2024
12/19/2024
55 Follow Up Methods and Dates
12/20/2024
12/20/2024
12/20/2024
12/20/2024
12/20/2024
affirmative response
affirmative response

Page 1 of 3 ends

May 2020
115
Hennessey & Hennessy 12/19/2024 affirmative response
Keith Settle & Company 12/19/2024 12/20/2024
Jeremy Bagott 12/19/2024 affirmative response
CBRE 12/19/2024 affirmative repsonse
Cushman Wakefield 12/19/2024 affirmative repsonse
Hoffman, Vance & Worthington 12/19/2024 affirmative response 116
Exhibit 16-H
Propcis8r/C11nlr.=t1�lc11 Gciod F.=iilh Fff11rl
C. The items of work made available to DBE firms including those unbundled contract work items into economically feasible units to facilitate DBE participation. It is the bidder's responsibility to demonstrate that sufficient work to facilitate DBE participation in order to meet or exceed the DBE contract goal.

Items of
Work
Appraisal
Review Appraisal
Proposer or Bidder
Normally Performs Item
(YIN)
y
y
Breakdown of
Items
Amount
($)
Percentage
Of
Contract
D. The names, addresses and phone numbers of rejected DBE firms, the reasons for the bidder's rejection of the DBEs, the firms selected for that work (please attach copies of quotes from the firms involved), and the price difference for each DBE if the selected firm is not a DBE:

Names, addresses and phone numbers of rejected DBEs and the reasons for the bidder's rejection of the DBEs:

Non-responsive subconsultants were rejected regardless of DBE status Names, addresses and phone numbers of firms selected for the work above:

For work requiring appraisal certification, HJA performs GFE using current Certified Directory of DBE firms, contacting firms directly and personally with prompt follow-up to their response of interest. We provide RFQ, forms, instruction about materials needed for proposal.

Email:

We are preparing a response for the Simi Valley RFQ for On-Call Real Property Services No. PW 24-11 which involves Appraisal and Review Appraisal.

If you are available and interested in being part of our project team, please reply promptly.

I will send a copy of the RFQ and documents needed at that time. 56

Page 2 of 3 ends

May 2020
117
Exhibit 15-H
Propoi:;Ar/Contrl'lr.tor C-ioocl FAith Effort
F. Efforts (e.g. in advertisements and solicitations) made to assist interested DBEs in obtaining bonding, lines of credit or insurance, necessary equipment, supplies, materials, or related assistance or services, excluding supplies and equipment the DBE subcontractor purchases or leases from the prime contractor or its affiliate:

Does not apply.

Name of Agency/Organization Method/Date of Contact Results H. Any additional data to support a demonstration of good faith efforts:

Performing a GFE using non-targeted media advertising for a database of 10 listed firms in Southern CA is inconclusive and not effective in reaching the professionals qualified to perform the work.

HJA makes every effort to include DBE project team members by knowing their work and collaborating with them when possible. In this case, our GFE was performed with direct email because of the requirements of professional certification, DBE certification, and service area.

By using the current Certified Directory for licensed Real Estate Appraisal support in Southern California we contact each by email, provide RFQ and follow-up.

Non-responsive firms are not selected.
57

Page 3 of 3 ends

May 2020
118

LIST OF SUBCONTRACTORS
RFQ NO. PW 24-11

SUBMIT WITH PROPOSAL
Contractor's Name _____ H_a_m_ n_ e_r�J_e _w_e_ll _a_n _d _A_s _so_c_ia_t _es ______________ _ Subcontractor Firm Address Services/Work
Riggs and Riggs, Inc. 4195 Valley Fair Street, Suite Appraisal SBE #44630 207
SB (Micro) Simi Valley, California 93063
SB-PW
Hoffman, Vance & 1000 S. Seaward Avenue Appraisal
Worthington, Inc. Ventura, CA 93001
Jeremy Bagott 2674 East Main Street, E-504 Appraisal
Ventura, CA 93003
Santolucito Dore Group 36100 Railroad Canyon Road Appraisal DBE #43345 Suite 100-L
SBE #453004 Canyon Lake, CA 92587
WBE #19001261
Cushman Wakefield 900 Wilshire Boulevard, Suite Appraisal 2400, Los Angeles, CA 90017
additional team members located in
San Luis Obispo, CA, executive
leadership located in Dallas, TX
Rowland Valuation 1239 S. Highland Ave. Appraisal Review DBE #41986 Ripon, CA 95366
MBE
Scott Enterprises Appraisal and PO Box 11 Appraisal Review Consulting Wilton, CA 95693
DBE #39510
SBE #58461
119

EXHIBIT B
Certification of Direct Costs:

1. Generally Accepted Accounting Principles (GAAP)

2. Terms and conditions of the contract

3. Title 23 United States Code Section 112 - Letting of Contracts

4. 48 Code of Federal Regulations Part 31 - Contract Cost Principles and Procedures

5. 23 Code of Federal Regulations Part 172 - Procurement, Management, and Administration of Engineering and Design Related Service

6. 48 Code of Federal Regulations Part 9904 - Cost Accounting Standards Board (when applicable) All costs must be applied consistently and fairly to all contracts. All documentation of compliance must be retained in the project files and be in compliance with applicable federal and state requirements.

Costs that are noncompliant with the federal and state requirements are not eligible for reimbursement.

Prime Consultant or Subconsultant Certifying: Hamner, Jewell & Associates Name: Lillian Jewell
Signature, �k:=
Email: ljew�ner-jewell.com
Title*: Firm Principal/Senior Associate
Date of Certification: 1/8/2025 ---------
Phone Number: (805) 773-1459
Address: 260 Maple Court, Suite 277, Ventura, CA 93003
* An individual executive or financial officer of the consultant's or subconsultant's organization at a level no lower than a Vice President or a Chief Financial Officer, or equivalent, who has authority to represent the financial information utilized to establish the cost proposal for the contract.

List of Services the consultant is providing under the proposed contract:
right of way consultation. including: project management of right of way tasks, predesign, County records search, consultation and reports.obtain preliminary title reports, land title review,
property ownership analysis, document preparation, preliminary contacts with property owners, present offers and conduct negotiations, escrow coordination support services, serve as liaison between City and property owners, obtain right of way agreements and certification and other real property services. as necessary coordinate appraisal services including: waiver valuations, appraisal and appraisal review 29 120
RFQ NO. PW 24-11

SUBMIT WITH PROPOSAL

EXHIBIT C - INSURANCE REQUIREMENTS
To be awarded this contract, the successful Proposer must procure and maintain the following types of insurance with coverage limits complying, at a minimum, with the limits set forth below:

Type of Insurance
Commercial general liability:

Professional liability
Business automobile liability
Workers compensation
$2,000,000
$1,000,000
$1,000,000
Statutory requirement.

Commercial general liability insurance must meet or exceed the requirements of the most recent ISO CGL Form Number. The amount of insurance set forth above must be a combined single limit per occurrence for bodily injury, personal injury, and property damage for the policy coverage. Liability policies must be endorsed to name the City, its officials, and employees as "additional insureds" under said insurance coverage and to state that such insurance will be deemed "primary" such that any other insurance that may be carried by the City will be excess thereto. Such insurance must be on an "occurrence," not a "claims made," basis and will not be cancelable or subject to reduction except upon thirty (30) days prior written notice to the City.

Professional liability coverage must be on an "occurrence basis" if such coverage is available, or on a "claims made" basis if not available. When coverage is provided on a "claims made basis," the Consultant must continue to maintain the insurance in effect for a period of three (3) years after this Agreement expires or is terminated ("extended insurance"). Such extended insurance must have the same coverage and limits as the policy that was in effect during the term of this Agreement, and cover the Consultant for all claims made by the City arising out of any errors or omissions of the Consultant, or its officers, employees or agents during the time this Agreement was in effect.

Automobile coverage must be written on ISO Business Auto Coverage Form CA 00 01 06 92, including symbol 1 (Any Auto).

The Consultant must furnish to the City duly authenticated Certificates of Insurance evidencing maintenance of the insurance required under this Agreement, endorsements as required herein, and such other evidence of insurance or copies of policies as may be reasonably required by the City from time to time. Insurance must be placed with admitted insurers with a current A.M. Best Company Rating equivalent to at least a Rating of "A:VII." Certificate(s) must reflect that the insurer will provide thirty (30) day notice of any cancellation of coverage. The Consultant will require its insurer to modify such certificates to delete any exculpatory wording stating that failure of the insurer to mail written notice of cancellation imposes no obligation, and to delete the word "endeavor" with regard to any notice provisions.

By signing this form, the Proposer certifies that it has read, understands, and will comply with these insurance requirements if it is selected as the City's consultant. Failure to provide this form may render the Proposer's proposal "nonresponsive."
1/8/2025
Date
30 Prop
�
Lillian Jewell.President
Hamner, Jewell & Associates
121

REQUEST FOR QUALIFICATIONS

APPLICATION FORM
Beacon Integrated Professional Resources, Inc. dba
Legal Contractual Name of Company: Hamner Jewell & Associates Corporate Mailing Address: 318 3 Duncan Road, Suite E
City, State and Zip Code: San Luis Obispo, CA 93 401-6781 Phone Number: (805) 773-1459 Fax: (805) 773-2418
Company Website: www.hamner-jewell.com
Contact Person for Proposal: L_i_lli_a _n _J_ew_el_l _________________ _ Title: President/Senior Associate Phone: ______ (_80_5 _)_ 7_7_3- _1_45_9_ E- Mail Address:
ljewell@hamner-jewell. COIT}= ax:

City of Simi Valley Business License?
■ YES - License Number: 0680 38 77
(805) 773-2418 Do you have a
-------- Exp.: 12/31/2025
□ NO - A City of Simi Valley Business License must be obtained upon award of contract.

Is your business: (check one)
□ NON- PROFIT CORPORATION
Is your business: (check one)
■ CORPORATION
□ INDIVIDUAL
□ PARTNERSHIP
□ OTHER: ________ _
State of Incorporation: _c_a_lif_o_rn_ ia ____ _
DIR Registration No.: 2000000061
■ FOR PROFIT CORPORATION
□ LIMITED LIABILITY PARTNERSHIP
□ SOLE PROPRIETORSHIP
□ UNINCORPORATED ASSOCIATION
Federal Tax ID No.: 770551695----------
Optional: Two (2) individuals who will sign the contract if selected.

Name: Lillian Jewell
Email: [email protected]
Name: J.T. Katavich
Email: [email protected]
32 Title: President
Title: Secretary
122

Page 1 of 15 ends

AGREEMENT NO. 3250086

PROFESSIONAL SERVICES AGREEMENT

BETWEEN

THE CITY OF SIMI VALLEY AND
EPIC LAND SOLUTIONS, INC.

FOR ON-CALL REAL PROPERTY SERVICES, RFQ NO. PW 24-11

THIS AGREEMENT is entered into this 10th day of March 2025, by and between the CITY OF SIMI VALLEY, a municipal corporation and general law city (“CITY”) and EPIC LAND SOLUTIONS, INC., a California Corporation (“CONSULTANT”).

1. CONSIDERATION.

A. As partial consideration, CONSULTANT agrees to perform the work listed in the SCOPE OF SERVICES, below;

B. As additional consideration, CONSULTANT and CITY agree to abide by the terms and conditions contained in this Agreement;

1. SCOPE OF SERVICES.

A. CONSULTANT will perform services listed in the attached Exhibit “A” which is incorporated by reference.

123
City of Simi Valley
Agreement No. 3250086
Epic Land Solutions, Inc.

Page 2 of 15 ends

E. CONSULTANT’s duties and services under this agreement may not include preparing or assisting CITY with any portion of CITY’s preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with CITY. CITY retains responsibility for public contracting, including with respect to any subsequent phase of a project. CONSULTANT's participation in the planning, discussions, or drawing of project plans or specifications are limited to conce ptual, preliminary, or initial plans or specifications.

3. PREVAILING WAGES.

124
City of Simi Valley
Agreement No. 3250086
Epic Land Solutions, Inc.

Page 3 of 15 ends

CAP2501.CON.MG RFQ NO. PW 24-11
C. CITY directs CONSULTANT’s attention to Labor Code §§ 1777.5, 1777.6 and 3098 concerning the employment of apprentices by CONSULTANT or any subcontractor.

i. When employment in the area of coverage by the joint apprenticeship committee has exceeded an average of 15 percent in the 90 days before the request for certificate, or

ii. When the number of apprentices in training in the area exceeds a ratio of one to five, or

iii. When the trade can show that it is replacing at least 1/30 of its membership through apprenticeship training on an annual basis state wide or locally, or

iv. When CONSULTANT provides evidence that CONSULTANT
employs registered apprentices on all of his contracts on an annual average of not less than one apprentice to eight journeymen.

vi. CONSULTANT and any subcontractor must comply with Labor Code §§ 1777.5 and 1777.6 in the employment of apprentices.

125
City of Simi Valley
Agreement No. 3250086
Epic Land Solutions, Inc.

Page 4 of 15 ends

The record will be kept open at all reasonable hours to the inspection of the body awarding the contract and to the Division of Labor Law Enforcement.

If requested by CITY, CONSULTANT must provide copies of the records at its cost.

6. ADDITIONAL WORK.

126
City of Simi Valley
Agreement No. 3250086
Epic Land Solutions, Inc.

Page 5 of 15 ends

CAP2501.CON.MG RFQ NO. PW 24-11

7. FAMILIARITY WITH WORK.

A. By executing this Agreement, CONSULTANT agrees that it has:

i. Carefully investigated and considered the scope of services to be performed;

ii. Carefully considered how the services should be performed; and

iii. Understands the facilities, difficulties, and restrictions attending performance of the services under this Agreement.

A. Completion of the work specified in Exhibit “A”;

B. Termination as stated in Section 16.

9. TIME FOR PERFORMANCE.

A. CONSULTANT will not perform any work under this Agreement until:

i. CONSULTANT furnishes proof of insurance as required under Section 23 of this Agreement; and

ii. CITY gives CONSULTANT a written notice to proceed.

B. Should CONSULTANT begin work on any phase in advance of receiving written authorization to proceed, any such professional services are at CONSULTANT’s own risk.

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Exhibit “A” – Scope of Work
Exhibit “B” – Schedule of Fees
Exhibit “C” CITY RFQ NO. PW 24-11
Exhibit “D” CONSULTANT Proposal

13. TAXPAYER IDENTIFICATION NUMBER. CONSULTANT will provide CITY with a Taxpayer Identification Number.

16. TERMINATION.

A. Except as otherwise provided, CITY may terminate this Agreement at any time with or without cause.

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B. CONSULTANT may terminate this Agreement at any time with CITY’s mutual consent. Notice will be in writing at least thirty (30) days before the effective termination date.

E. Should the Agreement be terminated pursuant to this Section, CITY may procure on its own terms services similar to those terminated.

F. By executing this document, CONSULTANT waives any and all claims for damages that might otherwise arise from CITY’s termination under this Section.

17. OWNERSHIP OF DOCUMENTS; EXCEPTIONS; WARRANTY. Except as otherwise provided below, all documents, data, studies, drawings, maps, models, photographs and reports prepared by CONSULTANT (collectively, “Documents”) under this Agreement are CITY’s property. CONSULTANT may retain copies of such Documents as desired but will deliver all original materials to CITY upon CITY’s written notice. CITY agrees that use of CONSULTANT’s completed work product, for purposes other than identified in this Agreement, or use of incomplete work product, is at CITY’s own risk. CONSULTANT warrants that all Documents it drafts and completes pursuant to this Agreement constitutes original work. Specifically, CONSULTANT understands and agrees that use of artificial intelligence (AI) tools including, without limitation, ChatGPT, Microsoft’s Bing Chat, Google’s Bard, and Meta’s LLaMA (Large Language Model Meta AI), in the performance of this Agreement does not constitute an original work, i.e., submitting Documents generated by such AI tools to CITY and representing it as CONSULTANT’s original work constitutes a material breach of this Agreement, constitutes a false claim, and may also violate applicable intellectual property right laws including, without limitation, United States Copyright Law. Accordingly, and notwithstanding any other provision of this Agreement as to ownership, CITY specifically rejects ownership of such Documents. CONSULTANT is required to indemnify and defend CITY to the fullest extent allowed by applicable law should it violate this Section. 129
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18. PUBLICATION OF DOCUMENTS. Except as necessary for performance of service under this Agreement, no copies, sketches, or graphs of materials, including graphic art work, prepared pursuant to this Agreement, will be released by CONSULTANT to any other person or public CITY without CITY’s prior written approval. All press releases, including graphic display information to be published in newspapers or magazines, will be approved and distributed solely by CITY, unless otherwise provided by written agreement between the parties.

19. INDEMNIFICATION.

B. For purposes of this section “CITY” includes CITY’s officers, officials, employees, agents, representatives, and certified volunteers.

20. ASSIGNABILITY. This Agreement is for CONSULTANT’s professional services.

CONSULTANT’s attempts to assign the benefits or burdens of this Agreement without CITY’s written approval are prohibited and will be null and void.

CONSULTANT is not an agent or employee of CITY and is not entitled to participate in any pension plan, insurance, bonus or similar benefits CITY provides for its employees.

Any provision in this Agreement that may appear to give CITY the right to direct 130
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CONSULTANT as to the details of doing the work or to exercise a measure of control over the work means that CONSULTANT will follow the direction of the CITY as to end results of the work only.

23. INSURANCE.

Type of Insurance Limits

C ommercial general liability: $2,000,000

Professional Liability $1,000,000

Business automobile liability $1,000,000

Workers compensation Statutory requirement
Employer’s Liability $1,000,000

If the CONSULTANT maintains broader coverage and/or higher limits than the minimums shown above, the CITY requires and shall be entitled to the broader coverage and/or the higher limits maintained by the CONSULTANT. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the CITY.

B. Commercial general liability insurance will meet or exceed the requirements of the most recent ISO -CGL Form s. The amount of insurance set forth above will be a combined single limit per occurrence for bodily injury, personal injury, and property damage for the policy coverage. Liability policies will be endorsed to name CITY, its officials, and employees as “additional insureds” under said insurance coverage and to state that such insurance will be deemed “primary” such that any other insurance that may 131
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be carried by CITY will be excess thereto. Such insurance will be on an “occurrence,” not a “claims made,” basis and will not be cancelable or subject to reduction except upon thirty (30) days prior written notice to CITY.

D. Automobile coverage will be written on ISO Business Auto Coverage Form CA 00 01 06 92, including symbol 1 (Any Auto).

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damages incurred by CITY due to the breach.

CONSULTANT shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and C ONSULTANT shall ensure that CITY is an additional insured on insurance required from subcontractors.

26. NOTICES. All communications to either party by the other party will be deemed made when received by such party at its respective name and address as follows:

If to CONSULTANT:

If to CITY:

Attention: Darcy Mendoza Attention: Ronald K. Fuchiwaki Regional Manager Public Works Director
Epic Land Solutions, Inc. City of Simi Valley
1971 W. 190th Street, Suite 200 2929 Tapo Canyon Road
Torrance, CA 90504 Simi Valley, CA 93063
(310) 626-4848 Staff Contact: Fuad Shamout, Principal
Engineer, (805) 583-6788

27. CONFLICT OF INTEREST . CONSULTANT will comply with all conflict of interest laws and regulations including, without limitation, CITY’s conflict of interest regulations.

28. SOLICITATION. CONSULTANT maintains and warrants that it has not employed nor retained any company or person, other than CONSULTANT’s bona fide employee, to solicit or secure this Agreement. Further, CONSULTANT warrants that it has not paid nor has it agreed to pay any company or person, other than CONSULTANT’s bona fide employee, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. Should 133
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CONSULTANT breach or violate this warranty, CITY may rescind this Agreement without liability.

31. COMPLIANCE WITH LAW. CONSULTANT agrees to comply with all federal, state, and local laws applicable to this Agreement.

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37. CAPTIONS. The captions of the paragraphs of this Agreement are for convenience of reference only and will not affect the interpretation of this Agreement.

38. TIME IS OF ESSENCE. Time is of the essence for each and every provision of this Agreement.

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IN WITNESS WHEREOF , the parties hereto have executed this Agreement the day and year first hereinabove written.

Attest: City of Simi Valley, A Municipal Corporation

By:

Lucy Blanco, City Clerk Dee Dee Cavanaugh, Mayor of the City of Simi Valley, California

Approved as to Form: EPIC LAND SOLUTIONS, INC.

By:

Algeria R. Ford, City Attorney
Print Name: Matthew Byrd

Approved as to Content: Title: Chief Commercial Officer

By:

Samantha C. Argabrite, City Manager
Print Name: Kevin Romito

Title: Secretary
Johanna Medrano,
Deputy Administrative Services Director/
Budget & Purchasing

Ronald K. Fuchiwaki,
Public Works Director

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EXHIBIT “A”

SCOPE OF WORK

Services to be Provided

1. Provide right-of-way consultation and alignment studies.

2. Prepare a county record search and
provide project consultation and land title
examination.

3. Provide property ownership analysis and discuss with landowner preliminary contracts.

4. Prepare negotiations and appraisal reports while providing reviews on contract appraisals.

5. Provide liaison between property owner and the City.

137
Epic Land Solutions, Inc.

UPDATED Cost Proposal Response to
City of Simi Valley for
On-Call Real Property Services
(RFQ No. PW 24-11)
Submitted on February 24, 2025
Corporate Headquarters ∙ 1971 W. 190th Street ∙ Suite 200 ∙ Torrance, CA 90504

EXHIBIT B
138
Cost Proposal
Specific Rate of Compensation for State/Federally Funded Projects Consultant: Contract Amount:

Project No.: Date: 2/24/2025
For Combined Rate
Fringe Benefit % 48.75% 102.82% = 151.56% Combined ICR % For Home Office Rate
= Home Office ICR %
For Field Office Rate
= Field Office ICR %
Fee = 10%
Actual or Avg. % or $
Straight OT (1.5x) OT (2x) Hourly Rate Increase
244.45 $ N/A N/A 1/1/2025‐12/31/2025 88.34$ ‐ ‐ Exempt 256.67 $ N/A N/A 1/1/2026‐12/31/2026 92.76$ 5.0% ‐ 269.51 $ N/A N/A 1/1/2027‐12/31/2027 97.39$ 5.0% 198.35 $ N/A N/A 1/1/2025‐12/31/2025 71.68$ ‐ ‐ Exempt 208.27 $ N/A N/A 1/1/2026‐12/31/2026 75.26$ 5.0% ‐ 218.68 $ N/A N/A 1/1/2027‐12/31/2027 79.03$ 5.0% 174.63 $ N/A N/A 1/1/2025‐12/31/2025 63.11$ ‐ ‐ Exempt 183.36 $ N/A N/A 1/1/2026‐12/31/2026 66.27$ 5.0% ‐ 192.53 $ N/A N/A 1/1/2027‐12/31/2027 69.58$ 5.0% 139.70 $ N/A N/A 1/1/2025‐12/31/2025 50.48$ ‐ ‐ Exempt 146.69 $ N/A N/A 1/1/2026‐12/31/2026 53.00$ 5.0% ‐ 154.02 $ N/A N/A 1/1/2027‐12/31/2027 55.65$ 5.0% (Add pages as necessary. See Additional Sheet.)
Notes:

Mark‐ups are not allowed. The cost proposal format shall not be amended.

For named employees and key personnel enter the actual hourly rate. For classification only, enter the Average Hourly Rate for that classification.

For named staff, classification shall also be listed to account for possible staff changes. Contract Manager’s pre‐approval is required for addition of staff not previously listed on the cost proposal.

Subconsultants must provide their own cost proposals.

1. 2.

3. 4.

5. Epic Land Solutions, Inc.

RFQ No. PW 24‐11
Fringe Benefit %
Fringe Benefit %
Kari Anvick/Senior Advisory Manager
Darcy Mendoza/Advisory Manager
Robert Enriquez/Senior Project Manager
OR
Hourly Billing Rates
Tyler Kelleher/Project Manager
Name & Job Title / Classification
+ General & Administrative %
+ General & Administrative %
(Classifications Only)
Effective Year of
Hourly Rate
Hourly Range
TBD
+ General & Administrative %

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139
Cost Proposal
Specific Rate of Compensation for State/Federally Funded Projects Consultant: Epic Land Solutions, Inc. Contract Amount: TBD Project No.: RFQ No. PW 24‐11 Date: 2/24/2025
Quantity Unit Unit Cost Total
TBD Mile At IRS Allowable TBD
TBD Per Package At Cost TBD
TBD Per Month At Cost TBD
TBD Per Report Fixed Fee, At Cost TBD
TBD Per Report Fixed Fee, At Cost TBD
Notes:

Other: Appraisal Reports/Appraisal Review Certificates
Vehicle
Other: Postage/Overnight Delivery
Other: Property Ownership and Tenant Data
Other: Preliminary Title Reports
Mileage Costs
Equipment Rental and Supplies
Schedule of Other Direct Cost Items (Add additional pages as necessary) Description of Item
Permit Fees
Plan Sheets
Test
Subconsultant 1:

List other direct cost items with estimated costs. These costs should be competitive in their respective industries and supported with appropriate documentation.

Proposed ODC items should be consistently billed regardless of client and contract type.

Items when incurred for the same purpose, in like circumstance, should not be included in any indirect cost pool or in the overhead rate.

Items such as special tooling, will be reimbursed at actual cost with supporting documentation (invoice).

Items listed above that would be considered "tools of the trade" are not reimbursable as other direct cost.

Travel related costs should be pre‐approved by the contracting agency and shall not exceed current State Department of Personnel Administration rules.

The cost proposal format shall not be amended. All costs must comply with the Federal cost principles.

Subconsultants must provide their own cost proposals.

1. 2.

3. 4.

5. 6.

7. 8.

9. 10.

Subconsultant 2:

Subconsultant 3:

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140
Cost Proposal
Specific Rate of Compensation for State/Federally Funded Projects Consultant: Contract Amount: TBD
Project No.: Date:

Actual or Avg. % or $
Straight OT (1.5x) OT (2x) Hourly Rate Increase
119.13 $ N/A N/A 1/1/2025 ‐12/31/2025 43.05$ ‐ ‐ Exempt 125.09 $ N/A N/A 1/1/2026 ‐12/31/2026 45.20$ 5.0% ‐ 131.34 $ N/A N/A 1/1/2027 ‐12/31/2027 47.46$ 5.0%

99.17 $ N/A N/A 1/1/2025 ‐12/31/2025 35.84$ ‐ ‐ Exempt 104.13 $ N/A N/A 1/1/2026 ‐12/31/2026 37.63$ 5.0% ‐ 109.33 $ N/A N/A 1/1/2027 ‐12/31/2027 39.51$ 5.0% 101.29 $ 101.29 $ 101.29 $ 1/1/2025‐12/31/2025 36.60$ ‐ ‐ 106.35 $ 106.35 $ 106.35 $ 1/1/2026‐12/31/2026 38.43$ 5.0% ‐ 111.67 $ 111.67 $ 111.67 $ 1/1/2027‐12/31/2027 40.35$ 5.0%

88.01 $ 88.01 $ 88.01 $ 1/1/2025‐12/31/2025 31.80$ ‐ ‐

92.41 $ 92.41 $ 92.41 $ 1/1/2026‐12/31/2026 33.39$ 5.0% ‐

97.03 $        97.03 $        97.03 $       1/1/2027‐12/31/2027 35.06$                5.0% 141.79 $      N/A N/A 1/1/2025 ‐12/31/2025 51.24$                ‐ ‐ 148.88 $      N/A N/A 1/1/2026 ‐12/31/2026 53.80$                5.0% ‐ 156.32 $      N/A N/A 1/1/2027 ‐12/31/2027 56.49$                5.0% 181.60 $      N/A N/A 1/1/2025 ‐12/31/2025 65.63$                ‐ ‐ 190.68 $      N/A N/A
1/1/2026‐12/31/2026 68.91$                5.0% ‐
200.21 $      N/A N/A 1/1/2027 ‐12/31/2027 72.36$                5.0% 105.53 $      N/A N/A 1/1/2025 ‐12/31/2025 38.14$                ‐ ‐ 110.81 $      N/A N/A 1/1/2026 ‐12/31/2026 40.05$                5.0% ‐ 116.35 $      N/A N/A 1/1/2027 ‐12/31/2027 42.05$                5.0% Epic Land Solutions, Inc.

RFQ No. PW 24‐11
Name & Job Title / Classification Hourly Billing Rates
Maria Sauza/Senior Right of Way Agent
Christine Wasfi/Right of Way Agent
Katy Brackett/Relocation Agent
Non‐Exempt
Vivian LanzaOrellana/Project Coordinator
Non‐Exempt
2/24/2025
Exempt
Candice Freeman/GIS Manager
Exempt
Mike Mays/Utility Coordination Lead
Exempt
Bernadette Salto/Utility Coordinator
Effective Year of Hourly
Rate
Hourly Range
(Classifications Only)

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141
Cost Proposal
Specific Rate of Compensation for State/Federally Funded Projects 188.58 $ N/A N/A 1/1/2025 ‐12/31/2025 68.15$ ‐ ‐ 198.01 $ N/A N/A 1/1/2026 ‐12/31/2026 71.56$ 5.0% ‐ 207.91 $ N/A N/A 1/1/2027 ‐12/31/2027 75.14$ 5.0% 102.16 $ N/A N/A 1/1/2025 ‐12/31/2025 36.92$ ‐ ‐ 107.27 $ N/A N/A 1/1/2026 ‐12/31/2026 38.77$ 5.0% ‐ 112.63 $ N/A N/A 1/1/2027 ‐12/31/2027 40.70$ 5.0% (Add pages as necessary. See Additional Sheet.)
Epic does not increase billing rates for overtime worked by non‐exempt employees Exempt
Chris Castile/Senior Appraisal Coordinator
Kent Carpenter/Senior Appraiser
Exempt

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142
Cost Proposal
Specific Rate of Compensation for State/Federally Funded Projects Consultant: Contract Amount: TBD
Project No.: Date:

Actual or Avg. % or $
Straight OT (1.5x) OT (2x) Hourly Rate Increase
122.30 $ N/A N/A 1/1/2025 ‐12/31/2025 44.19$ ‐ ‐ Exempt 128.42 $ N/A N/A 1/1/2026 ‐12/31/2026 46.40$ 5.0% ‐ 134.84 $ N/A N/A 1/1/2027 ‐12/31/2027 48.72$ 5.0% ‐ ‐‐
‐
‐‐
‐
‐‐
‐
‐‐
‐
‐‐
‐
‐‐
‐
‐‐
‐
‐‐
‐
‐‐
‐
Epic Land Solutions, Inc.

RFQ No. PW 24‐11 2/24/2025
Name & Job Title / Classification Hourly Billing Rates Effective Year of Hourly Rate
Hourly Range
(Classifications Only)
Star Young/Budget & Financial Controls

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143
Certification of Direct Costs:

1. Generally Accepted Accounting Principles (GAAP)

2. Terms and conditions of the contract

3. Title 23 United States Code Section 112 - Letting of Contracts

4. 48 Code of Federal Regulations Part 31 - Contract Cost Principles and Procedures

5. 23 Code of Federal Regulations Part 172 - Procurement, Management, and Administration of Engineering and Design Related Service

6. 48 Code of Federal Regulations Part 9904 - Cost Accounting Standards Board (when applicable) All costs must be applied consistently and fairly to all contracts. All documentation of compliance must be retained in the project files and be in compliance with applicable federal and state requirements.

Costs that are noncompliant with the federal and state requirements are not eligible for reimbursement.

Prime Consultant or Subconsultant Certifying:

Name: Title*:

Signature: Date of Certification:

Email: Phone Number:

List of Services the consultant is providing under the proposed contract:
(;+,%,7%

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Kari Anvick Vice President of CA Operations
02/24/2025
[email protected] (951) 329-9666
1971 W. 190th Street, Suite 200, Torrance, CA 90504
Real Property Services (including acquisition, title review, appraisal/appraisal review, and escrow coordination)
144
Client: City of Simi Valley
Agency: City of Simi Valley
Project: On‐Call Real Property Services
Scope of Services: On‐Call Real Property Services
Date submitted: 01/09/2025 (Updated Submittal 02/24/2025) Prepared by: C Sinclair
Date prepared: 12/17/2024 (Updated 02/20/2025)
Title/Classification 2025 Hourly Billing Rate 2026 Hourly Billing Rate 2027 Hourly Billing Rate Senior Advisory Manager $235 $250 $265
Advisory Manager $190 $200 $210
Senior Project Manager $175 $185 $195
Project Manager $140 $150 $160
Project Manager $140 $150 $160
Senior Right of Way Agent $120 $130 $140
Right of Way Agent $100 $105 $110
Relocation Agent $105 $110 $115
Project Coordinator $90 $95 $100
GIS Manager $145 $155 $165
Utility Coordination Lead $185 $195 $205
Utility Coordinator $110 $115 $120
Senior Appraiser $190 $200 $210
Senior Appraisal Coordinator $105 $110 $116
Budget & Financial Controls $165 $170 $180
Other Direct Costs Rate
Mileage At IRS Allowable
Postage/Overnight Delivery At Cost
Property Ownership and Tenant Data At Cost
Outside Services (Vendors & Subconsultants) At Cost
Appraisal Reports/Appraisal Review Certificates Fixed Fee, At Cost Preliminary Title Reports Fixed Fee, At Cost
Staff billing rates provided do not include the Federal Acquisition Regulations (FAR) approved overhead rate for Epic Land Solutions, Inc. and are not suitable for state and federally funded projects.

If the NTP is received after 120 days from this proposal, fees and billing rates may require revision.

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Simi Valley City CouncilMarch 10, 2025

Simi Valley City Council
March 10, 2025