8H
Date: December 16, 2025
To: Honorable Mayor and Members of the City Council
From: Shant Megerdichian, General Services Director
By: Milton Sanabria, Administrative Services Manager | [email protected] Subject: General Services – Adopt California Environmental Quality Act (CEQA) Categorical Exemption Pursuant to Section 15301, Approve Contract Services Agreements for On-Call Architectural Design and Construction Administration Services.
Expenditure: Not-to-Exceed $3,000,000 (General Fund).
RECOMMENDATION
Recommendation of the General Services Director that City Council:
1. Adopt a California Environmental Quality Act (CEQA) Categorical Exemption pursuant to Section 15301 (Existing Facilities); and
2. Approve a second amendment to consulting services agreement with Kardent of Long Beach, CA (C2024-112), in the amount of $ 750,000, for on-call services through June 30, 2027; and
3. Approve a second amendment to consulting services agreement with Kitchell CEM of Los Angeles, CA (C2024 -133), in the amount of $750,000, for on -call services through June 30, 2027; and
4. Approve a second amendment to consulting services agreement with Partner Assessment Corporation dba Partner Engineering and Science, Inc. of Torrance, CA (C2024-132), in the amount of $750,000 for on-call services through June 30, 2027; and
5. Approve a second amendment to consulting services agreement with AWu Government Services of Rolling Hills Estates, CA (C2024-130), in the amount of $ 750,000 for on-call services through June 30, 2027.
FUNDING
Funding is available in Fiscal Year (FY) 202 5-26 Operating Budget and Capital Improvement Plan, depending on scale and scope of services requested, and is expected to be available in the subsequent fiscal years.
DISCUSSION
The General Services Department established On -Call Architectural Design and Construction Administration Services in 2024 to provide quick access to design and engineering expertise for City-owned buildings. Initial three -year contracts had annual limits o f $250,000, with first amendments raising cumulative limits to $750,000. Due to increased project demand annual limits will be increased from $250,000 to $500,000 per firm.
1 City Council
December 16, 2025
These on -call contracts support expedited design and construction services for facility maintenance, renovations, and new projects across a wide range of City properties like City Hall, public safety buildings, community centers, parks, and infrastructure.
Current major projects requiring design include City Hall office renovations and HVAC upgrades, library roof replacement, fire station and park restroom renovations, and the El Nido Park enhancements. The growing scale and complexity of these capital projects across architecture, engineering, landscape, and accessibility disciplines underscore the critical need for sustained on-call professional support to maintain project schedules, quality, and efficient oversight.
ENVIRONMENTAL FINDINGS
The proposed action qualifies for exemption from review under the California Environmental Quality Act (CEQA) in accordance with CEQA Guidelines Section 15301. This exemption applies to activities that involve the operation, repair, maintenance, permitting, leasing, licensing, or minor alterations of existing public or private structures, facilities, mechanical equipment, or topographical features, provided there is negligible or no expansion of use beyond what was in place at the time of the lead agency's determination. It includes interior or exterior modifications, such as installing interior partitions, plumbing, and electrical conveyances; maintenance of existing infrastructure like highways, streets, sidewalks, gutters, and trails; and the restoration or rehabilitation of deteriorated or damaged structures or equipment to meet current public health and safety standards, unless substantial damage from environmental hazards, like earthquakes or landslides, is identified.
ATTACHMENTS
1. Second Amendment – Kardent
2. First Amendment – Kardent
3. Consulting Services Agreement - Kardent
4. Second Amendment – Kitchell CEM, Inc.
5. First Amendment – Kitchell CEM, Inc.
6. Consulting Services Agreement – Kitchell CEM, Inc.
7. Second Amendment – Partner Assessment Corporation dba Partner Engineering and Science
8. First Amendment – Partner Assessment Corporation dba Partner Engineering and Science
9. Consulting Services Agreement – Partner Assessment Corporation dba Partner Engineering and Science
10. Second Amendment – AWu Government Services
11. First Amendment - AWu Government Services
12. Consulting Services Agreement - AWu Government Services 2 SECOND AMENDMENT TO CONSULTING SERVICES AGREEMENT C2024-112 This Second Amendment to Agreement is effective as of October 1, 2025, by and between the CITY OF TORRANCE, a municipal corporation (“CITY”), and Kardent, a California corporation (“CONSULTANT”).
RECITALS:
A. The CITY previously circulated a Request for Quote (“RFQ”) for On-Call Design and Construction Administration Services, RFQ No. 2024-0408B (the “RFQ”).
B. CONSULTANT submitted a Quote in response to the RFQ. In its Quote, the CONSULTANT represented that it was qualified to perform those services requested in the RFQ. Based upon its review of all Quotes submitted in response to the RFQ, the CITY awarded the Agreement to CONSULTANT.
C. On July 1, 2024, CITY and CONSULTANT entered into Consulting Services Agreement (C2024-112) (the "Agreement"), to perform those services in an amount not to exceed $250,000 through June 30, 2027.
D. On July 1, 2025, CITY and CONSULTANT entered into a First Amendment increasing the amount of the Agreement by $500,000 for a not to exceed amount sum of $750,000.
E. The CITY is satisfied with the level of service provided by CONSULTANT and wishes to increase the amount of the Agreement by $750,000 for a not to exceed sum of $1,500,000, or $500,000 per year.
AGREEMENT:
1. Paragraph 3 “COMPENSATION” is amended to read in its entirety as follows:
“3. COMPENSATION
A. CONSULTANT’S Fee.
For services rendered pursuant to this Agreement, CONSULTANT will be paid in accordance with the Compensation Schedule set forth in the Quote; provided, however, that in no event will the total amount of money paid CONSULTANT, for service contemplated by this Agreement, exceed the sum of $1,500,000, or $500,000 per year (“Agreement Sum”), unless otherwise first approved in writing by CITY.
1. In all other respects, the Agreement by and between CITY and CONSULTANT, as modified by the First Amendment and this Second Amendment, is hereby ratified and reaffirmed and remains in full force and effect.
[SIGNATURES ON FOLLOWING PAGE]
3 ATTACHMENT 1
2 CITY OF TORRANCE,
a municipal corporation
_______________________________
George K. Chen, Mayor
Kardent
a California corportion
By: ________________________
Jodi Reese
President
ATTEST:
_______________________
Rebecca Poirier, MMC
City Clerk
APPROVED AS TO FORM:
PATRICK Q. SULLIVAN
City Attorney
By: __________________________
Jeanne-Marie K. Litvin
Deputy City Attorney
4 5
ATTACHMENT 2
6 7
8 9
10 11
A.
B
c.
CONSULTING SERVICES AGREEMENT
This CONSULTING SERVICES AGREEMENT ("Agreement") is made and entered into as of July 1 ,2024 (the "Effective Date"), by and between the CITY OF TORRANCE, a municipal corporation ("C!TY"), and Kardent, a California corporation (.coNSULTANT").
RECITALS:
CITY wishes to retain the services of an experienced and qualified CONSULTANT to provide On-Call Design and Construction Administration Services.
ln order to obtain the desired services, CITY has circulated its Request for Quote for On-Call Design and Construction Administration Services, RFQ No. 2024- 04088 (the "RFQ").
CONSULTANT has submitted a Quote (the "Quote") in response to the RFQ. ln its Quote CONSULTANT represents that it is qualified to perform those services requested in the RFQ. Based upon its review of all Quotes submitted in response to the RFQ, CITY is wílling to award this Agreement to CONSULTANT.
AGREEMENT:
SERVICES TO BE PERFORMED BY CONSULTANT
CONSULTANT will provide the services and install those materials listed in CONSULTANT's Quote submitted in response to the RFQ. A copy of the RFQ is attached as Exhibit A. A copy of the Quote is attached as Exhibit B.
CONSULTANT warrants that allwork and services set forth in the Quote will be performed in a competent, professional and satisfactory manner.
2. TERM
Unless earlier terminated in accordance with Paragraph 4 below, this Agreement will continue in full force and effect from the Effective Date through June 30, 2027.
3. COMPENSATION
A. CONSULTANT's Fee.
For services rendered pursuant to this Agreement, CONSULTANT will be paid in accordance with the Compensation Schedule set forth in the Quote; provided, however, that in no event will the total amount of money paid CONSULTANT, for services initially contemplated by this Agreement, exceed the sum of $250,000 ("Agreement Sum"), unless otherwise first approved in writing by CITY.
B. Schedule of Payment.
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12 ATTACHMENT 3
4. Provided that CONSULTANT is not in default under the terms of this Agreement, upon presentation of an invoice, CONSULTANT will be paid the fees described in Paragraph 3.A. above, according to the Compensation Schedule. Payment will be due within 30 days after the date of the invoice.
TERMINATION OF AGREEMENT
A. Termination by CITY for Convenience.
1. CITY may, at any time, terminate the Agreement for CITY's convenience and without cause.
2 Upon receipt of written notice from CITY of such termination for CITY's convenience, CONSULTANT will:
cease operations as directed by CITY in the notice;
take actions necessary, or that CITY may direct, for the protection and preservation of the work; and
except for work directed to be performed prior to the
effective date of termination stated in the notice, terminate all existing subcontracts and purchase orders and enter into no further subcontracts and purchase orders.
ln case of termination for CITY's convenience, CONSULTANT will be entitled to receive payment for work executed, together with costs incurred by reason of the termination, along with reasonable overhead and profit on work not executed.
B. Termination for Cause
lf either party fails to perform any term, covenant or condition in this Agreement and that failure continues for 15 calendar days after the nondefaulting party gives the defaulting party written notice of the failure to perform, this Agreement may be terminated for cause; provided, however, that if during the notice period the defaulting party has promptly commenced and continues diligent efforts to remedy the default, the defaulting party will have such additional time as is reasonably necessary to remedy the default.
ln the event this Agreement is terminated for cause by the default of CONSULTANT, CITY may, at the expense of CONSULTANT
and its surety, complete this Agreement or cause it to be completed. Any check or bond delivered to the CITY in connection with this Agreement, and the money payable thereon, will be forfeited to and remain the property of the CITY. All moneys due CONSULTANT under the terms of this Agreement will be retained by CITY, but the retention will not release CONSULTANT and its 2 a,
b.
c.
3 1
2 00470348.docx
13 surety from liability for the default. Under these circumstances, however, CONSULTANT and its surety will be credited with the amount of money retained, toward any amount by which the cost of completion exceeds the Agreement Sum and any amount
authorized for extra services.
Termination for cause will not affect or terminate any of the rights of CITY as against CONSULTANT or its surety then existing, or that may thereafter accrue because of the default; this provision is in addition to all other rights and remedies available to the CITY under law.
C. Termination for Breach of Law
ln the event CONSULTANT or any of its officers, directors, shareholders, employees, agents, subsidiaries or affiliates is convicted (i) of a criminal offense as an incident to obtaining or attempting to obtain a public or private contract or subcontract, or in the performance of a contract or subcontract; (ii) under state or federal statutes of embezzlement, theft, forgery, bribery, falsification or destruction of records, receiving stolen property, or any other offense indicating a lack of business integrity or business honesty that currently, seriously, and directly affects responsibility as a public consultant or CONSULTANT; (iii) under state or federal antitrust statutes arising out of the submission of bids or Quotes; or (iv) of violation of Paragraph 19 of this Agreement; or for any other cause CITY determines to be so serious and compelling as to affect CONSULTANT's responsibility as a public consultant or CONSULTANT, including but not limited to, debarment by another governmental agency, then CITY reserves the unilateral right to terminate this Agreement or to impose such other sanctions (which may include financial sanctions, temporary suspensions or any other condition deemed appropriate short of terminãtion) as it deems proper. CITY will not take action until CONSULTANT has been given notice and an opportunity to present evidence in mitigation.
5. FORCE MAJEURE
lf any party fails to perform its obligations because of strikes, lockouts, labor disputes, embargoes, acts of God, inability to obtain labor or materials or reasonable substitutes for labor or materials, governmental restrictions, governmental regulations, governmental control, judicial orders, enemy or hostile governmental action, civil commotion, fire or other casualty, or other causes beyond the reasonable control of the party obligated to perform, then that party's performance will be excused for a period equal to the period of that cause for failure to perform.
RETENTION OF FUNDS
CONSULTANT authorizes CITY to deduct from any amount payable to CONSULTANT (whether or not arising out of this Agreement) any amounts the 3 6.
300470348.docx
14 they arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the CONSULTANT. CONSULTANT's duty to defend any claim, action, lawsuit, or arbitration proceeding (collectively, "Claim") shall consist of reimbursement of defense costs incurred by Agency in direct proportion to the CONSULTANT's proportionate percentage of fault concerning such Claim.
Notwithstanding the previous sentence: (1) in the event one or more defendants is unable to pay its share of defense costs due to bankruptcy or dissolution of the business then the design professional shall meet and confer with other parties regarding unpaid defense costs and shall be liable for any such defense costs allowable by law; (2) CONSULTANT's duty to defend any Claim shall consist of reimbursement of all defense costs where a project-specific general liability policy insures all project participants for general liability exposures on a primary basis and also covers all design professionals for their legal liability arising out of their professional services on a primary basis.
16. NON.LIABILITY OF CITY O ICERS AND EMPLOYEES
No officer or employee of CITY will be personally liable to CONSULTANT, in the event of any default or breach by the CITY or for any amount that may become due to CONSULTANT.
17. INSURANCE
A. CONSULTANT and its subCONSULTANTS must maintain for the duration of the Agreement at their sole expense the following insurance, which will be full coverage, not subject to self-insurance provisions:
1 Automobile Liability, including owned, non-owned and hired vehicles, with at least the following limits of liability:
a Primary Bodily lnjury with limits of at least $500,000 per person, $1,000,000 per occurrence; and
Primary Property Damage of at least $250,000 per
occurrence; or
c. Combined single limits of $1,000,000 per occurrence.
Commercial General Liability including coverage for premises, products and completed operations, independent
CONSULTANTs/vendors, personal injury and contractual
obligations with combined single limits of coverage of at least $2,000,000 per occurrence, $4,000,000 aggregate.
Workers' Compensation coverage as required by the Labor Code of the State of California and, if workers'compensation is required, employer's liability insurance with minimum limits of ($t,000,000) per occurrence or occupational illness. The Workers' Compensation policy shall be endorsed with a waiver of subrogation in favor of the b
2 o00470348.docx
3. 15
4 CITY for allwork performed by the CONSULTANT, its employees, agents and subcontractors.
Professional Liability (Errors and Omissions): lnsurance appropriate to the CONSULTANT's profession, with limit no less than $2,000,000 per occurrence or claim, $4,000,000 aggregate.
B
c
The insurance provided by CONSULTANT will be primary and non- contributory.
CITY, the Successor Agency to the Former Redevelopment Agency of the City of Torrance, the City Council and each member thereof, members of boards and commissions, every officer, agent, official, employee and volunteer must be named as additional insureds under the automobile and general liability policies. Coverage can be provided in the form of an endorsement to the CONSULTANT's insurance or applicable policy language.
CONSULTANT must provide certificates of insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) indicating appropriate coverage, to the City Clerk of the City of Torrance before the commencement of work.
Each insurance policy required by this Paragraph must contain a provision that no termination, cancellation or change of coverage can be made without notice to the CITY.
lf 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.
The procuring of insurance shall not be construed as a limitation on liability nor as full performance of the indemnifTcation provisions of the CONSULTANT.
Claims Made Policies
lf any of the required policies provide coverage on a claims-made basis:
a. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
b. lnsurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. c. lf coverage is canceled or non-renewed, and not replaced with another claims-made polícy form with a Retroactive Date prior to the contract D
E
F
G
H
700470348.docx
16 effective date, the CONSULTANT must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work.
CONSULTANT hereby grants to CITY a waiver of any right to subrogation which any insurer of said CONSULTANT may acquire against the CITY by virtue of the payment of any loss under such insurance. CONSULTANT agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the CITY has received a waiver of subrogation endorsement from the insurer.
Self-insured retentions must be declared to and approved by the CITY.
The CITY may require the CONSULTANT to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or CITY.
I8. SUFFICIENCY OF INSURERS
lnsurance required by this Agreement will be satisfactory only if issued by companies admitted to do business in California, rated "4" or better in the most recent edition of Best's Key Rating Guide, and only if they are of a financial category Class Vll or better, unless these requirements are waived by the Risk Manager of CITY ("Risk Manager") due to unique circumstances. ln the event the Risk Manager determines that the work or services to be performed under this Agreement creates an increased or decreased risk of loss to CITY, the CONSULTANT agrees that the minimum limits of any insurance policies or performance bonds required by this Agreement may be changed accordingly upon receipt of written notice from the Risk Manager; provided that CONSULTANT will have the right to appeal a determination of increased coverage by the Risk Manager to the City Council of CITY within 10 days of receipt of notice from the Risk Manager.
19. CONFLICT OF INTEREST
A No officer or employee of the CITY may have any financial interest, direct or indirect, in this Agreement, nor may any officer or employee participate in any decision relating to the Agreement that affects the officer or employee's financial interest or the financial interest of any corporation, partnership or association in which the officer or employee is, directly or indirectly interested, in violation of any law, rule or regulation.
No person may offer, give, or agree to give any officer or employee or former officer or employee, nor may any officer or employee solicit, demand, accept, or agree to accept from another person, a gratuity or an offer of employment in connection with any decision, approval, disapproval, recommendation, preparation or any part of a program requirement or a purchase request, influencing the content of any specification or procurement standard, rendering of advice, investigation, I
J
B
00470348.docx
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payment of which may be in dispute or that are necessary to compensate CITY for any losses, costs, liabilities, or damages suffered by CITY, and all amounts for which CITY may be liable to third parties, by reason of CONSULTANT's acts or omissions in performing or failing to perform CONSULTANT's obligations under this Agreement. ln the event that any claim is made by a third party, the amount or validity of which is disputed by CONSULTANT, or any indebtedness exists that appears to be the basis for a claim of lien, CITY may withhold from any payment due, without liability for interest because of the withholding, an amount sufficient to cover the claim. The failure of CITY to exercise the right to deduct or to withhold will not, however, affect the obligations of CONSULTANT to insure, indemnify, and protect CITY as elsewhere provided in this Agreement.
7. CITY REPRESENTATIVE
The General Services Director is designated as the "City Representative," authorized to act in its behalf with respect to the work and services specified in this Agreement and to make all decisions in connection with this Agreement.
Whenever approval, directions, or other actions are required by CITY under this Agreement, those actions will be taken by the City Representative, unless otherwise stated. The City Manager has the right to designate another City Representative at any time, by providing notice to CONSULTANT.
CONSU LTANT REPRESENTATIVE(S)
The following principal(s) of CONSULTANT are designated as being the principal(s) and representative(s) of CONSULTANT authorized to act in its behalf with respect to the work specified in this Agreement and make all decisions in connection with this Agreement:
Jodi Reese, President & Owner
Valerie D'Ordine, Controller & Owner
9. INDEPENDENT CONTRACTOR
CONSULTANT is, and at all times will remain as to CITY, a wholly independent contractor. Neither CITY nor any of its agents will have control over the conduct of CONSULTANT or any of CONSULTANT's employees, except as othenruise set forth in this Agreement. CONSULTANT's agents and employees are not and shall not be considered employees of CITY for any purpose. CONSULTANT may not, at any time or in any manner, represent that it or any of its agents or employees are in any manner agents or employees of CITY. C¡TY has no duty, obligation, or responsibility to CONSULTANT's agents or employees under the Affordable Care Act. CONSULTANT is solely responsible for any tax penalties associated with the failure to offer affordable coverage to its agents and employees under the Affordable Care Act and any other liabilities, claims and obligations regarding compliance with the Affordable Care Act with respect to CONSULTANT's agents and employees. CITY is not responsible and shall not be held liable for CONSULTANT's failure to comply with CONSULTANT's duties, obligations, and responsibilities under the Affordable Care Act. CONSULTANT agrees to defend, indemnify and hold CITY harmless for any and all taxes and penalties that may be assessed against Clry as a result of CONSULTANT's 400470348.docx
18 obligations under the Affordable Care Act relating to CONSULTANT's agents and employees.
10. BUSINESS LICENSE
CONSULTANT must obtain a City business license prior to the start of work under this Agreement, unless CONSULTANT is qualified for an exemption.
11. OTHER LICENSES AND PERMITS
CONSULTANT warrants that it has all professional, contracting and other permits and licenses required to undertake the work contemplated by this Agreement.
12. FAMILIARITY WITH WORK
By executing this Agreement, CONSULTANT warrants that CONSULTANT (a) has thoroughly investigated and considered the scope of services to be performed, (b) has carefully considered how the services should be performed, and (c) fully understands the facilities, difficulties and restrictions attending performance of the services required under this Agreement. lf the services involve work upon any site, CONSULTANT warrants that CONSULTANT has or will investigate the site and is or will be fully acquainted with the conditions there existing, prior to commencement of the services set forth in this Agreement.
Should CONSULTANT discover any latent or unknown conditions that will materially affect the performance of the services set forth in this Agreement, CONSULTANT must immediately inform CITY of that fact and may not proceed except at CONSULTANT's risk untilwritten instructions are received from CITY.
13. GARE OF WORK
CONSULTANT must adopt reasonable methods during the term of the Agreement to furnish continuous protection to the work, and the equipment, materials, papers, documents, plans, studies and other components to prevent losses or damages, and will be responsible for all damages to persons or property, until acceptance of the work by CITY, except those losses or damages as may be caused by CITY's own negligence.
14. GONSULTANT'S ACCOUNTING RECORDS: OTHER PROJECT RECORDS Records of CONSULTANT's time pertaining to the project, and records of accounts between CITY and CONSULTANT, will be kept on a generally recognized accounting basis. CONSULTANT will also maintain all other records, including without limitation, specifications, drawings, progress reports and the like, relating to the work and services identified in Exhib¡t A. All records will be available to CITY during normalworking hours. CONSULTANT will maintain these records for three years after final payment.
15. INDEMNIFICATION
To the fullest extent permitted by law, CONSULTANT shall indemnify, defend and hold harmless Agency and any and all of its officials, offícers, employees, agents, successors, and volunteers ("lndemnified Parties") from and against any and all claims, actions, lawsuits, arbitration proceedings, losses, liabilities, damages, costs and expenses, including attorney's fees and costs, to the extent 500470348.docx
19 20.
auditing, or in any other advisory capacity in any way pertaining to any program requirement, contract or subcontract, or to any solicitation or Quote.
NOTICE
A. All notices, requests, demands, or other communications under this Agreement will be in writing. Notice will be sufficiently given for all purposes as follows:
Personal delivery. When personally delivered to the recipient, notice is effective on delivery.
First Class mail. When mailed first class to the last address of the recipient known to the party giving notice, notice is effective three mail delivery days after deposit in a United States Postal Service office or mailbox.
Certified mail. When mailed certified mail, return receipt requested, notice is effective on receipt, if delivery is confirmed by a return receipt.
Overnight delivery. When delivered by an overnight delivery service, charges prepaid or charged to the sender's account, notice is effective on delivery, if delivery is confirmed by the delivery service.
Facsimile transmission. When sent by fax to the last fax number of the recipient known to the party giving notice, notice is effective on receipt. Any notice given by fax will be deemed received on the next business day if it is received after 5:00 p.m. (recipient's time) or on a non-business day.
6. Addresses for purpose of giving notice are as follows CONSULTANT: Kardent
11 Golden Shore Suite 540
Long Beach, CA 90802
Fax: N/A
CITY City Clerk
City of Torrance
3031 Torrance Boulevard
Torrance, CA 90503
Fax: (310) 618-2931
Any correctly addressed notice that is refused, unclaimed, or undeliverable because of an act or omission of the party to be notified, will be deemed effective as of the first date the notice was refused, unclaimed 1 2.
3 4
5 B
00470348.docx I
20 21.
22. 23
24. 25.
or deemed undeliverable by the postal authorities, messenger or overnight delivery service.
c Either party may change its address or fax number by giving the other party notice of the change in any manner permitted by this Agreement.
PROHIBITION AGAINST ASSIGNMENT AND SUBCONTRACTING
This Agreement and all exhibits are binding on the heirs, successors, and assigns of the parties. The Agreement may not be assigned or subcontracted by either CITY or CONSULTANT without the prior written consent of the other.
INTEGRATION : AMENDMENT
This Agreement represents the entire understanding of CITY and CONSULTANT as to those matters contained in it. No prior oral or written understanding will be of any force or effect with respect to the terms of this Agreement. The Agreement may not be modified or altered except in writing signed by both parties.
TNTERPRETATT9N
The terms of this Agreement should be construed in accordance with the meaning of the language used and should not be construed for or against either party by reason of the authorship of this Agreement or by any other rule of construction that might otherwise apply. To the extent that the terms of the RFQ or the Quote are inconsistent with the terms of this Agreement, the terms of this Agreement shall control.
SEVERABILITY
lf any part of this Agreement is found to be in conflict with applicable laws, that part will be inoperative, null and void insofar as it is in conflict with any applicable laws, but the remainder of the Agreement will remain in full force and effect.
TIME OF ESSENCE
Time is of the essence in the performance of this Agreement GOVERNING LAW: JURISDICTION
This Agreement will be administered and interpreted under the laws of the State of California. Jurisdiction of any litigation arising from the Agreement will be in Los Angeles County, California.
27. COMPLIANCE WITH STATUTES AND REGULATIONS
CONSULTANT will be knowledgeable of and will comply with all applicable federal, state, county and city statutes, rules, regulations, ordinances and orders
28. WAIVER OF BREACH
No delay or omission in the exercise of any right or remedy by a nondefaulting party on any default will impair the right or remedy or be construed as a waiver.
A party's consent or approval of any act by the other party requiring the first party's consent or approvalwill not be deemed to waive or render unnecessary
26. 00470348.docx 10
21 29.
the other party's consent to or approval of any subsequent act. Any waiver by either party of any default must be in writing and will not be a waiver of any other default concerning the same or any other provision of this Agreement.
ATTORNEY'S FEES
Except as provided for in Paragraph 15, in any dispute, litigation, arbitration, or other proceeding by which one party either seeks to enforce its rights under this Agreement (whether in contract, tort or both) or seeks a declaration of any rights or obligations under this Agreement, the prevailing party will be awarded reasonable attorney's fees, together with any costs and expenses, to resolve the dispute and to enforce any judgment.
EXHIBITS
All exhibits identified in this Agreement are incorporated into the Agreement by this reference.
31. CONSULTANT'S AUTHOR¡TY TO EXECUTE
The persons executing this Agreement on behalf of CONSULTANT warrant that (i) CONSULTANT is duly organized and existing; (i¡) they are duly authorized to execute this Agreement on behalf of CONSULTANT; (iii) by so executing this Agreement, CONSULTANT is formally bound to the provisions of this Agreement; and (iv) the entering into this Agreement does not violate any provision of any other Agreement to which CONSULTANT is bound. 32 PUBLIC RECORDS ACT
Any documents submitted by the CONSULTANT all information obtained in connection with the CITY's right to audit and inspect the CONSULTANT's documents, books, and accounting records pursuant to paragraph 14 CONSULTANT's Accounting Records; Other Project Records; as well as those documents which were required to be submitted in response to the Request for Quotes (RFO) used in the solicitation process for this Contract, become the exclusive property of the City. All such documents become a matter of public record and shall be regarded as public records. Exceptions will be those elements in the California Government Code Section 7920.000 et seq. (Public Records Act) and which are marked "trade secret", "confidential", or "proprietary" The CITY shall not in any way be liable or responsible for the disclosure of any such records including, without limitation, those so marked, if disclosure is required by law, or by an order issued by a court of competent jurisdiction. ilt
til
ilt
ilt
ilt
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22 Docusign Envelope lD: 8568E499-3C85-44EF-89DE-3C3788378014 ln the event the CITY is required to defend an act¡on on a Public Records Act request for any of the aforementioned documents, information, books, records, anð/or contenis of a Quote marked "trade secret", "confidential", or "proprietary", the CONSULTANT agrees to defend and indemnifo the CITY from all costs and expenses, including reasonable attorney's fees, in action or liability arising under the Public Records Act.
CITY OF TORRANCE,
a municipal corporation
Aram
APPROVED AS TO FORM:
PATRICK Q. SULLIVAN
City Attorney
DocuSlgnod by:
By
Guerrero
Deputy City Attorney
Attachments: Exhibit A
Exhibit B
Rev.0424
Kardent
a California corporation
by: DocuSlgned by:
By:
Jodi
President
Request for Quotes
Quote
00470348.docx 12
23 EXHIBIT A
REQUEST FOR QUOTES
[To be attached]
24 City of Torrance, General Services Department
Request for Quotation - Not an Order
Buyer: Sally Kyung, [email protected]
Quotation Due By: Noon, Apr¡l 8th 2024. Late Quotations Will Not Be Evaluated.
Ref: On-Call Design and Construction Administration Services This RFQ is requesting quotes from qualified vendors for On-Gall Design and Gonstruction Administration Services, This RFQ is intended to be as descriptive as possible. However, Proposers may not take advantage of omissions or oversights in this document. Proposers must supply products and services that meet or exceed the requirements of this RFQ. ln the event of a dispute over installation or performance, the needs of the City of Torrance will govern. Quotations must be submitted on this form filled out completely. Vendors that do not fill out the City RFQ form will not be considered.
The City of Torrance:
The City of Torrance is on the western side of Los Angeles County. lt is boarded by the Palos Verdes Peninsula on the south, the City of Gardena on the north, the City of Redondo Beach on the north and west boundaries, the City of Lomita on the east and the Pacific Ocean on the west. The City encompasses an area of approximately 2l square miles, 329 miles of Streets, 1870 intersections, 550 miles of sidewalks, 47,000 Street Trees, 6 Public Libraries, a Municipal Airport, Transit System, 46 Parks & Recreation Amenities, 6 Fire Stations, 1 Police Station and 1 Police Community Center, and has an estimated population of approximately 146,115, which makes Torrance one of the top 10 cities in Los Angeles County in regards to population.
The successful Vendor will be issued a Purchase Order for the services required and will include the terms and conditions attached to this RFQ.
The State of California Senate Bill 7 (SB7)for prevailing wage applies to construction contracts over $25,000 and contracts for alteration, demolition, repair, and maintenance over $15,000. There are no exemptions.
List and describe all applicable fees. Fees not listed below will not be authorized for payment on any invoices throughout the term of the purchase order.
The vendor must provide certificates of insurance and/or endorsements indicating appropriate coverage to the City of Torrance General Services Department before a Purchase Order. The CITY, the City Council and each member thereof, members of boards and commissions, every officer, agent, official, employee, and volunteer must be named as additional insured under the automobile and general liability policies.
a Prior to the issuance of a purchase order, the vendor must submit to the City of Torrance General Services Department proof of a City of Torrance Business License if your company is located in the City of Torrance; will physically be working in the City of Torrance; or will be using your own vehicles to deliver to the City of Torrance. For additional information and licensing requirements, please contact the City of Torrance Business License Office at (310) 618-5923. a
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a Fiscal Year Funding: Each payment obligation of the City is conditioned upon the availability of state or local government funds which are apportioned or allocated for the payment of such an obligation. lf the funds are not allocated and available for the continuance of the function performed by the Vendor, the product or service directly or indirectly involved in'the performance of that function may be terminated by the City at the end of the period for which funds are available.
The City reserves the right to revise or amend these specifications prior to the date set for opening I
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proposals. Revisions and amendments will be identified by an addendum to this RFQ. lf the revisions require additional time to enable vendors to respond, the City may postpone the opening date accordingly. ln such case, the addendum will include an announcement of the new proposal submittal due date.
The successful vendor will be issued a Purchase Order or a Contract Agreement for the services required and will include the terms and conditions attached to this RFQ.
Questions:
Questions Regarding this RFQ Must be Submitted on PlanetBids. The deadline to submit questions is 12:00P.M. Noon Pacific Time on Monday, April 1"t,2024. No questions via telephone. No questions submitted after deadline.
Evaluation of Proposals
The City will be the sole determiner of suitability to the City's needs. Proposals are rated according to their completeness and understanding of the City's needs, conformance to the requirements of the technical specifications, compatibility with the City's current technology and operations, prior experience with similar scope of work, financial capabilities, delivery, and cost. Cost including any ongoing maintenance and support cost are reviewed to determine which proposal best meets the needs of the City.
The City will take into consideration a local Torrance vendor sales tax rebate of 1o/o for proposals submitted by a Torrance vendor that include a material component.
The City's project evaluation team will evaluate proposals based on the evaluation criteria listed below. Points will be assigned to each criterion up to a maximum of 100 points. Proposals will be ranked and that ranking will be made public.
Subsequently, the City may interview a qualified Firm, prior to deciding whether to recommend the award of an Agreement.
Description of Evaluation Criteria Possible Points
Understanding of Work to be Performed (the Scope of Services) 20 Experience, Performance, and Approach with On-Call Services 25 Firms and Professional Staff Qualifications 25
References/Satisfaction of Clients 15
Completeness, Quality, and Value of Proposal 15
Maximum Total Points = 100
PART I - EVALUATION OF PROPOSALS: After receipt of proposals for this project, the City's project evaluation committee will evaluate proposals based on the criteria listed below (with exception of cost), and develop a short list of qualified Firms. The firms on this shortlist will be invited to interview with the City.
PART ll - INTERVIEW: At the time of the interview, invited Firms must submit a detailed fee proposal that includes a cost for each task of the project using the tasks outlined in the Scope of Work section of the RFQ Firms may list any additional services and associated costs that are not covered in the City's scope of work.
These items should be listed separately from those specifically requested so they may be considered. 2 26
Submittal Form:
Prospective bidders must submit bids in electronic only format at https://pbs\¡stem.planetbids.comlportal/47426ioortal-horne; The quotes must be made on the form provided and uploaded on PlanetBids.
Scan and attach the following required documents to your eBid. This list may not be all-inclusive; additional items may be required elsewhere in bid specifications. Failure to provide required documents with bid may cause the bid to be deemed non-responsive.)
lf an individual makes the quote, it must be signed by that individual, with an address and telephone number. lf made by a business entity, it must be signed by an authorized person that executes binding agreements and contracts. A full business address and telephone are required.
Blank spaces on the quote form must be completed using ink, indelible pencil, typewriter or digitally. The text of the proposalform must not be changed and no additions. Any unauthorized conditions, limitations, or provisos attached to a proposal will render it informal and may cause its rejection. Alterations by erasure or interlineations must be explained or noted in the proposal form over the signature of the Proposer.
Payments
Complete payment on the contract price will be made in approximately thirty (30) days from date of delivery, or completion and acceptance, unless otherwise provided for in Proposer's proposal or in these specifications.
Payments will be made upon verification and acceptance by the City of contract services performed and upon the City's receipt of a correct invoice.
Errors and Omissions:
The proposer may not take advantage of any errors and/or omissions in these specifications or in the proposer's specifications submitted with its proposal. lf there are errors or omissions, you will be notified Reservation:
The City reserves the right to revise or amend these specifications prior to the date set for opening proposals.
Revisions and amendments will be identified by an addendum to this RFQ. lf the revisions require additional time to enable vendors to respond, the City may postpone the opening date accordingly. ln such case, the addendum will include an announcement of the new proposal submittal due date.
Attach all addenda to the proposal. Failure to attach any addendum may render the proposal non-responsive and cause for rejection.
The City reserves the right to award a contract to a company solely based on the initial proposal submitted.
The City reserves the right to require more information and clarification on information submitted in the proposal to complete the evaluation.
The City Council reserves the right to reject any and all proposals received, to take all proposals under advisement for a period not to exceed ninety (90) days after the date of the opening, to waive any informality on any proposal, and to be the sole judge of the relative merits of the material and or service mentioned in the respective proposals received. The City reserves the right to reject any proposal not accompanied with all data or information required.
This Request for Proposals does not commit the City to award a contract or to pay any cost incurred in the preparation of a proposal. All responses to this RFQ document become the property of the City of Torrance 3 27
The City reserves the right to examine all factors bearing on a Proposer's ability to perform the services under the contract. The City reserves the right to reject any proposal not accompanied with all data or information required. The City reserves the right to cancel this solicitation, without penalty, at its sole discretion.
Contractor Registration the State of Galifornia Senate B¡ll 854 (38854):
No contractor or subcontractor may be listed on a bid proposalfor a public works project unless registered with the Department of lndustrial Relations pursuant to Labor Code section 1725.5 No contractor or subcontractor may be awarded a contract for public work on a public works project unless registered with the Department of lndustrial Relations pursuant to Labor Code section 1725.5. a
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Public works refers to construction, alteration, demolition, installation, or repair work (including maintenance) done under contract and paid by public funds
This project is subject to compliance monitoring and enforcement by the Department of lndustrial Relations. a
. All contractors and subcontractors must furnish electronic certified payroll records directly to the Labor Commissioner (aka Division of Labor Standards Enforcement).
For additional information and to register online go to http://wrvw.dir.ca.qov/Public- Works/PublicWorks. html
I ndependent Contractor:
The successful proposer will at all times remain to the City, a wholly independent contractor. Neither the City nor any of its agents will have control over the conduct of the Contractor or any of the Contractor's employees, except as otherwise set forth in the awarded Agreement. The Contractor's agents and employees are not and will not be considered employees of the City for any purpose. The Contractor may not, at any time or in any manner, represent that it or any of its agents or employees are in any manner agents or employees of the City.
The City has no duty, obligation, or responsibility to the Contractor's agents or employees under the Affordable Care Act. The Contractor is solely responsible for any tax penalties associated with the failure to offer affordable coverage to its agents and employees under the Affordable Care Act and any other liabilities, claims and obligations regarding compliance with the Affordable Care Act with respect to the Contractor's agents and employees. The City is not responsible or liable for the Contractor's failure to comply with the Contractor's duties, obligations, and responsibilities under the Affordable Care Act. The Contractor agrees to defend, indemnify and hold the City harmless for all taxes and penalties that may be assessed against the City because of the Contractor's obligations under the Affordable Care Act relating to the Contractor's agents and employees.
Suspension of Procurement:
The City may suspend, in wríting all or a portion of the procurement of materials or services pursuant to this RFQ and subsequent contract agreement, in the event unforeseen circumstances make such procurement impossible or infeasible, or in the event, City should determine it to be in the best interest of City to cancel such procurement of services or materials.
ln the event of termination, selected Proposer will perform such additional work as is necessary for the orderly filing of documents, and closing of project.
Notice of Intent to Award:
The City will notify all proposer's of its intent to award. Results will be posted on Planetbids h ttps :l/pbsyste r¡. pla netbids.corniportali4T426i porlal-h o me 4 28
Scope of Service:
BACKGROUND
The City of Torrance ("City") is seeking experienced on-call Design and Construction Administration Services proposals from qualified firms or teams of consultants for any City-related projects and activities, including those approved in the City's Capital lmprovement Plan. Qualified firms shall provide professional services on an "on-call" basis for projects to be determined during the contract term. Up to five (5) consulting firms and three (3) principal consultants may be selected to provide as-needed services to assist the City with project design, development, permitting, and construction. The contract will be for a minimum 3-year term, with the option to extend two additional one-year terms. The City will issue task orders for each project based on the scope of services, qualifications, work schedule, and service cost. The City may solicit proposals from two or more pre-qualified consultants.
The City anticipates a steady amount of construction activity at City facilities, including but not limited to parks, community centers, fire stations, libraries, and civic center facilities. The City seeks on-call Design and Construction Services in the following areas:
. General architectural/engineering-related developments . Technical plan check for architectural/engineering documents . Creating and or reviewing plans complying with applicable Federal, State, County and local building code regulations
. Review of general on-site constructability conditions, including land use and as-builts . Construction administration management
Proposers are encouraged to focus on their areas of strength and are not required to team with multiple sub- consultants to cover all potential types of projects. Vendors may be selected to accomplish a portion, or all phases listed below. The on-call services may focus on any or all phases listed below:
. Phase 1: Site Analysis and Assessment
o Conduct a site assessment and prepare any relevant reports for evaluation. . Phase 2: Preliminary Design
o Conduct a site and facility assessment to provide recommendations for improvements with preliminary construction cost estimates.
. Phase 3: Final Design / Bid Ready Documents
o Prepare final bid-ready design and specification documents for construction. . Phase 4: Bidding / Construction
o Assist the City with responses to inquiries from prospective bidders while ensuring the project is implemented per the approved set of plans.
¡ Phase 5: Post Gonstruction Phase
o Deliver a final completed project to the City that complies with all applicable codes, standards, and requirements per City regulations.
Selected proposer(s) will have a Master On-Call Design and Construction Administration Services Agreement established. The Agreement does not guarantee work under the agreement; it simply qualifies those on the list to be called upon during the three-year period for work as needed. The selected companies may develop projects from the conceptual planning stage to project closing. The scope of work includes but is not limited to project studies, preliminary designs, construction plans and specifications, project estimates, construction support, and all services associated with project development.
The scope of work includes, but is not limited to, the following:
. Provide staff and services on an on-call, as-needed basis. . Conduct an initial assessment of the project requirements, goals, and constraints. . Provide design and/or construction management services to repair and replace City infrastructure.
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. Review existing project documentation, plans, and specifications. . Conduct bid/project manual/scope of work review and provide any recommendations. . Review the final contract between the owner and Contractor(s). . Work with development teams in the implementation of projects, including project management, liaison with development teams, and serving as the City representative in project implementation. . Provide in-house personnel or sub-consultants for civil, geotechnical, mechanical, electrical, and landscaping architecture.
o Provide the full range of Professional Property Surveying, Design and Construction Administrative Services, including preliminary studies, public outreach, drawings, specifications, estimates, and other professional services.
. Review and develop standard plans and specifications. . Respond to plan check comments for building permits, planning entitlements, grading permits, and encroachment permits.
. During construction, visit on-site; review material submittals, shop drawings, and test results; respond to RFls; draft change orders; and review pay estimates. . Conduct inspections to ensure work complies with specifications and standards. . Conduct site visits to observe work progress and verify compliance with code and readily available approved construction documents.
. Provide status report updates to the Administrative Services Division. . Coordinate project closeout activities, final inspections, and provide project documentation and deliverables.
Typical projects may include:
. General new facility construction or improvements
. General ADA improvements of driveways, sidewalks, curbs, gutters, paths of travel, striping and sig nage procuremenVinstallation
. Backup generator installations
. General plumbing improvements and water heater replacements . Upgrades and repairs to walking decks, stairs, and ramps . lnstallation and replacement of HVAC equipment
. Overall building, façade, lighting improvements
. Restroom renovations/prefabrications
. Roof replacements/fall protection safety systems
o Window and Door installation/replacements may include abatement services . Demolition of existing structures and rough grading for future development . Recreation parks and sports field improvements
. Renovations of library facilities' interior and exterior . Municipal airport capital improvements
. Electric & alternative-powered vehicle infrastructure development Task Orders:
The selected proposers shall be contacted to initiate a task order under the Master On-Call Design and Construction Administration Services Agreement to identify the specific location(s) and work items.
1. Under the Master On-Call Design and Construction Administration Services Agreement (Master Service Agreement), all work shall be initiated only by issuance of fully executed task order(s) by the City 6 30
Manager or their Contracting Designee.
2. The work to be performed under these orders must be within the scope of the original Master Service Agreement.
3. The City is only liable for labor hours and costs expended under the terms and conditions of the Master Service Agreement to the extent that a fully executed task order has been issued and covers the required work and costs.
4. Charges for any work not authorized shall not be allowed.
5. For each task order under the Master Service Agreement, the City Manager or their designee shall seek proposals from one or more consultants. The request will contain a description of the tasks to be achieved, a schedule for completion of the task order, and deliverables to be provided by the consultant.
6. The consultant shall submit a proposal defining the technical approach to complete the task order, work schedule, and proposed cosVprice.
7. Task orders will be considered fully executed upon the City Manager's or designee's signature. The consultant shall begin work on the task order by the effective date of the order.
The consultant shall notify the City of any instructions or guidance that may impact the task order's cost, schedule, or deliverables. The City must formally modify the task order before making any changes.
PROPOSED FEE/RATE SCHEDULE
A detailed fee proposal with an all-inclusive schedule of rates for each proposed personnel that may be required to complete an assigned task shall be provided. The fee/rate schedule shall identify an hourly rate schedule for the proposed personnel members that may be utilized to complete an assigned task. The rate schedule shall also include fees and expenses related to photocopying, postage, travel, etc. (i.e., Reimbursement expenses); no additional reimbursements will be provided. To the extent that a prime consultant contemplates the use of sub- consultants to perform the described services on the proposer's behalf, the firm shall include the name and resume of the sub-consultant(s) identifying all sub-consultants and state the fee for each sub-consultant in the Fee/Rate Schedule. The schedule shall include hourly rates for all personnel. The consultanVfirm will agree to fixed hourly rates set forth in their respective proposal for three (3) years, with an option of renewing for two (2) consecutive one (1) yearterms. Pricing forthe option years will be negotiated, and any proposed fee increases will not exceed five percent (5%) per year.
Proposal Requirements
ïhe proposal shall address all the information requested herein. To achieve a uniform review process and obtain the maximum degree of comparability, proposals must be organized and contain all information as specified below:
A. Gover Letter: Maximum of two pages serving as an introduction of the consultant/firm and summary of professional qualifications, to include an understanding of the scope of services describing the general approach, organization, and staffing required for the services requested.
B. Brief ConsultanUfirm Profile: General consultanVfirm information includes number of employees, location of consultanVfirm headquarters and branch offices, years in business and organization, disciplines, and staffing. Describe the general qualifications of the firm as they relate to the work proposed with this RFQ.
C. Organization and Staffing: This section shall contain names, contact numbers, and descriptions of experience, including licenses and/or certifications, of all key personnel assigned to perform the Services. Members of the ConsultanVfirm's professional team (managers, contact person, etc.) should be identified by name and title and include contact phone numbers. lnclude major sub-consultants (if any) and their degree of involvement in this program. lf the firm consists of any sub-consultants, it shall 7 31
identify how long it has worked with them. lnclude resumes for all key individuals.
D. Description and Approach: The proposalshould demonstrate the Consultant's knowledge of the needs and objectives of the work proposed under this RFQ. Provide a summary of similar projects, as listed in attachment A, on which the consultant or consultant team has experience. For each listed project, please provide the following information:
. Project name and location.
. Name of project owner and/or client.
' Role of the firm and a description of the services provided. . Role of each key team member who worked on the project. . Approximate dates services were provided.
. Project references (two contacts per project, including current telephone numbers). lnclude similar information for all City of Torrance projects where the firm/team has provided design services in the last five years, completed or ongoing.
E. Gost Proposal: The Fee Proposal shall be presented in a table format organized by key service categories proposed. lt shall consist of a schedule of fully burdened hourly rates for each consultant staff, sub-consultant providing the proposed Professional Services, and, as applicable, laboratory services unit prices. The Fee Proposal shall also include sub-consultant markup and, as applicable, hourly rates for equipment. (Proposer may reference Attachment D as a sample of an acceptable fee/rate schedule).
F. Résumé, Relevant Projects/Services with References: Provide résumés of the individual(s) from the Proposer's firm or entity that will be directly responsible for carrying out the contract, three references for recent similar services to include name, address, contact person, and phone number of the municipality/ConsultanVfirm, length of time services were provided, and a description of the services offered.
The City reserves the right to amend the RFQ by addendum before the final proposal submittal date.
Term: The initial contract will be for a period of three (3) years from July 1, 2024 to June 30, 2027 B
32 PROPOSAL SUBMITTAL
FAILURE TO COMPLETE ALL ITEMS IN THIS SECTION MAY INVALIDATE QUOTE. ln accordance with your "Request for Quote (RFQ)', the following proposal is submitted to the City of Torrance RFQ Submitted By:
Name of Company
Street Address City Zip Code
Telephone Number Fax Number
Printed Name/Title E-MailAddress
Signature Date
Form of Business Organization: Please indicate the following (check one). n Corporation Partnership Proprietorship
Do you have a Parent Company? Yes,
(Name of Parent Company)
Do you have any Subsidiaries? No Yes,
(Name of Subsidiary Company)
I
33 Proposal Submittal Continued
Years in business under your current name and
form of business organization? (Flllin)
lf less than three (3) years and your company
was in business under a different name, what
was that name? (Flllln)
Professional Engineering or Architectu ral
Licensure by the State of California lssued by
Printed Name
Title:
Telephone
Please indicate the addenda informationyou have received regard¡ng this RFP.
E-MailAddress:
Addendum No. Date Recelved
Addenda were received regarding this RFP
(Fnnt Name) and tlate
No Addenda were received regarding this RFP
The City of Torrance Payment terms are Net 30.
The City does not make pre-payments or pay upon
lnltlal
No orYes (provide delails)
Do you offer any discounted invoice terms?
10 34
name serve as
Name
Title:
Street Address:
City
Zip Code:
Phone Number:
Fax Number:
E-MailAddress
this contraot.for administeringwillbeofname the whoPlease theprovide Name
Title:
Street Address:
City
Zip Code:
Phone Number:
Fax Number:
E-MailAddress
forPlease thís cont¡.act.the name of the lndividual who willbe Name
Title:
Street Address
City:
Zip Code:
Phone Number:
Fax Number:
E-MailAddress
Additional Notes (if any):
11 35
lf awarded, will you be using sub-consultants to carry out the scope of work required in this RFP? Yes or No
No, we will not be using any sub-consultants
for this proiect.
Yes, we will be using sub-consultants and
have listed their contact information below
Consultant or Firm Name:
Yes or No
Type of consulting work performed
Street Address
City:
Zip Code
Type of work being Performed
Please explain the working relationship between
your company and the sub-consultants.
Consultant or Firm Name:
Type of consulting work performed:
Street Address:
City:
Zip Code
Type of work being Performed:
Please explain the working relationship between
Consultant or Firm Name
and the sub-consultants.
Type of consulting work performed:
Street Address:
City
Zip Code:
Type of work being Performed
Please explain the working relationship between
Consultant or Firm Name
r com and the sub-consultants
Type of consulting work performed
Street Address:
City:
Zip Code
Type of work being Performed
Please explain the working relationship between
your company and the sub-consultants.
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Proposal Submittal Continued
Vendor Name:
Background and Recent Experience with Similar Projects:
ln the space below, please provide a narrative explaining your background and recent experience with similar projects as the scope of work identified in this RFQ. (Please attach additional sheet if needed.) 13 37
Submittal Continued
Please attach information regarding your background and recent experience with similar projects as the scope of services identified in this RFP. This information should reflect those projects indicated in your the background qualifications. lnformation should include the following:
Project Description Overview
Project Agency/Owner
Duration of Design Period (total count of months
or years from start to competition)
Project Timeline (total count of months or years
from start to competition)
Complete Project Scope
Project Scope (vour f¡rmt portion of work)
Estimated Project Cost to construct
Actual Project Cost to construct
Project Contact (please confirm contact
information is current prior to submitting)
o Name
o Address
o Phone Number
. EmailAddress
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Proposal Submittal Continued
Vendor Name:
Work PIan for Each Required Task:
ln the space below, please provide a narrative explaining your background and recent experience with similar projects as the scope of work identified in this RFQ. (Please attach additional sheet if needed.) 15 39
Proposal Submittal Continued
Vendor Name
Firms submitting submittals should meet the following minimum qualifications. Please answer "yes" or "no", and include an explanation, as needed.
1. Respondent has a liability insurance policy with a policy limit amount as required on the Sample Consulting Services Agreement or a statement from their broker that the Respondent can have such insurance in place after notice of award.
Yes No
2. Respondent has a current workers' compensation insurance policy as required by the Labor Code or is legally self-insured pursuant to Labor Code section 3700 ET. Seq. or is exempt because Respondent has no employees. Respondent has continuously had workers' com pensation i nsu rânce or state-approved self-i nsu rance.
Yes No Exempt
3. Respondent has an automobile liability insurance policy with a policy limit per claim amount consistent with the Sample Consulting Services Agreement or a statement from their broker that the Respondent can have such insurance in place after notice of award.
Yes No
4. At any time during the last five years, has your firm, or any of its owners or officers been convicted of a crime involving the bidding, awarding or performance of a government contract or agreement? Yes No
5. ls your firm currently in a bankruptcy case, in Chapter 11, an applicant for Chapter 11, or an adjudicated bankrupt?
Yes
6. Does the ConsultanUfirm have any existing or potential conflicts of interest with the City? Yes* No
*lf yes, attach a statement detailing the conflicts of interest.
No
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Proposal Submittal Continued
Vendor Name:
References:
Please supply the names of companies/agencies for which you recently supplied comparable goods/services as requested in this RFQ. A minimum of three (3) references is required; additional references are optional.
References from public agencies are preferred. Do not include the City of Torrance as a reference for this RFQ.
Name of Company/Agency:
Street Address
City, State, Zip Code
1 What ProducVService did you provide
to this CompanyiAgency?
Name of Person to Contact:
Phone Number of Contact
Email Address of Contact:
2 Name of Company/Agency
Street Address
City, State Zip Code:
What Product/Service did you provide
to th is Company/Agency?
Name of Person to Contact
Phone Number of Contact
Email Address of Contact
3 Name of Company/Agency:
Street Address:
City, State Zip Code
What ProducVService did you provide
to this Company/Agency?
Name of Person to Contact:
Phone Number of Contact:
Email Address of Contact:
17 41
Proposal Submittal Continued
Consultants are required to answer each of the questions listed below. You must indicate below that you have provided this inforrnation in your proposal suþmittal. You must attach additional sheets to your RFP submittal describing in detail the service you are proposing.
RFP Submittal Ghecklist
lndicate what page in your
proposal you have answered this
question.
Did you review all attachments, including the Sample Consulting Services Agreement, as part of this RFP? E Yes E trlo
Did you include a signed Affidavit Form with your RFP Submittal? n Yes D ¡to nYesnruo
Did you include proof of Professional Engineering or Architectural Licensure by the State of California?
!YesnNoDid you complete a proposal as described in the RFP Requirements? Did you include all addenda if any issued by the City? I Yes ! trlo Did you include References? nvesnruo
Did you complete allthe sections? !YesINo
E Yes E tloDid you attach additional sheets to answer the Background and Recent Experience with Similar Projects information of this RFP? Did you include resumes of the appropriate qualified candidates? nYesnruo Did you provide proof of ability to comply with the applicable codes to this project and how you will ensure compliance? IYesnruo
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Proposal Submittal Continued
By signing the price quote below, the contractor
confirms that the pr¡ce quoted includes all of the
requirements listed in this Request for Quotation
By
(Signature)
Printed Name
Company
StreetAddress
City, State, Zip
Telephone (_) -
E-Mail
Date:
The City standard terms are Net 30.
Do you offer discounted lnvoice Terms? n No, lf
Yes, what are your lnvoice Terms
City of Torrance Busíness License #
Prior to the award of a Purchase Order, you are
required to have a City of Torrance Business
License if your company is located ín the Cíty of
Torrance; will physically he working in the City of
Torrance; or wíll be using your own vehicles to
deliver to the City of Torrance. For additional
information and licensing requiremenfs, p/ease
contact the City of Torrance Busíness License
Office at (310) 618-5923.
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STATE OF CALIFORNIA
COUNTY OF LOS ANGELES
ATTACHMENT I
PROPOSER'S AFFIDAVIT
1. That he/she is the
first duly sworn deposes and says
of
(Title of Office) (Name of Company)
Hereinafter called "proposer", who has submitted to the City of Torrance a proposal for (Title of RFP)
2. That the proposal is genuine; that all statements of fact in the proposal are true;
3. That the proposal was not made in the interest or behalf of any person, partnership, company, association, organization or corporation not named or disclosed;
4. That the Proposer did not, directly or indirectly, induce solicit or agree with anyone else to submit a false or sham proposal, to refrain from proposing, or to withdraw his proposal, to raise or fix the proposal price of the Proposer or of anyone else, or to raise or fix any overhead, profit or cost element of the Proposer's price or the price of anyone else; and did not attempt to induce action prejudicial to the interest of the City of Torrance, or of any other Proposer, or anyone else interested in the proposed contract;
5. That the Proposer has not in any other manner sought by collusion to secure for itself an advantage over the other Proposer or to induce action prejudicial to the interests of the City of Torrance, or of any other Proposer or of anyone else interested in the proposed contract;
6. That the Proposer has not accepted any proposal from any subcontractor or materialman through any proposal depository, the bylaws, rules or regulations of which prohibit or prevent the Proposer from considering any proposal from any subcontractor or material man, which is not processed through that proposal depository, or which prevent any subcontractor or materialman from proposing to any contractor who does not use the facilities of or accept proposals from or through such proposal depository;
7. That the Proposer did not, directly or indirectly, submit the Proposer's proposal price or any breakdown thereof, or the contents thereof, or divulge information or data relative thereto, to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof, or to any individual or group of individuals, except to the City of Torrance, or to any person or persons who have a partnership or other financial interest with said Proposer in its business.
8. That the Proposer has not been debarred from participation in any State or Federal works project.
Dated this _day of
-,20-.
(Proposer Signature)
(Title)
1 44
ATTACHMENT2
CONSULTING SERVICES AGREEMENT
SEPARATE
DOCUMENT
2 45
ATTACHMENT 3
SAM PLE TASK AUTHORIZATION
TASK AUTHORIZATION
Date
Company Name &
Address & Fax
Subject: Task Authorization for Agreement No. XX-)OüX
You are authorized to proceed with the service described in this correspondence in an amount not to exceed $XXXXX. This Task Authorization is in accordance with the terms of the Master On-Call Design and Construction Administration Services Agreement. Please cite Task Order #01-01 on invoice(s) for this Task.
Task Description
4 Task Budget:1 Requestor:
5. Start Date/End Date:2. Date of Request:
6 Task Order #: 01-013. PO#:
TASKT]TLE:
Scope of Services
DIRECTOR APPROVAL:CITY REPRESENTATIVE:
Name Signature:
Name:Title
Title: GeneralServices DirectorDate
APPROVALS
3 46
ATTACHMENT4
SAMPLE PROPOSED FEE/RATE SCHEDULE
1 Principal
2 Senior ArchitecVEngineer
3 MEP Engineer
4 Proiect Manager
5 Registered Building Envelope Consultant
6 Registered Roof Consultant
7 Registered Waterproofing Consultant
Reqistered Exterior Wall ConsultantI
Certified EIFS lnspectorI
10 Roof Technician
11 Field Technician
Clerical/Ad m in istrative staff12
13 Drafter
14 Other:
4 47
EXHIBIT B
QUOTE
[To be attached]
48 Llttl Flt::;r ¡Itr;
il,ilr j',:l l)cl¡i;:;
Vendor Name kardent
Address 1 1 Golden Shore #540
Lirrii)ei:ri
Respondee
Respondee Title
Phone
Email
Vendor Type
License #
CADIR
Long Beach, California 90802
Uniled Sfates
Rob Benedetti
Director
562-436-9900
[email protected]
Ëlectron¡c
04/08/2024 10 01 Alr/ (PDT)
Submitted
372232
Bid Format
Submitted
Delivery Method
Bid Responsive
Bid Status
Confrrmation #
iì i:::-: ¡t'-,n t.1 et t li)t-n f r ìr':f¡ i
l-lii'7i.:i il¡;i1 r i-r(;ili
,tii; jlli ii tì-rllil;,
File Title
Kardent - Torrance RFP - On Call Design-CA - 4.4.2024.pdf Kardenl Response 4.8 24 - RFQ - On-Call Design and
Construction Adminrstration Services.pdf
4 Kardent 2024 Rates.pdf
File Name
Kardent - Torrance RFP - On Call Design-CA - 4.42024.pdf Kardent Response 48.24 - RFQ - On-Call Design and
Construction Admin¡strat¡on Services.pdf
4. Kardent 2024 Rates pdf
File Type
Proposal Subm¡ttal
Task Aulhorization
Schedule of Fees (Rate
Schedule)
49 Discount Terms No Drscount
It€m Code Type Item Dßcriptior UOM QTY UñIt PT¡ceItem * Sætlon I
1 2
3 4
5 5
7 8
9 10
l1
13 t4
Dhfter
Other
Hourly
Hourly
Hourly
Hourly
Hourly
Hourly
Hourty
Hourly
Hourly
Hdrly
Hourly
Hourly
Hdrly
Hourly
s225.0000
s225.0000
s0.0000
318s.0000
s0.0000
s0.0000
s0.0000
s0.0000
s0.0000
s0.0000
sl 10.0000
s95.0000
s120.0000
$175.0000
Pilñclp.l
Señlor Archltæt I Englnær
MEP Énglnær
Proræt Manôger
Reg¡slered Bu¡ldlng Envêlope co¡sultdl
ReglslaFd R@f consultônt
Regßlêrcd W¡teryroofing corsultant
R€glgtered Exter¡or Wall Coßultmt
Cêillled €lFS lnspecto.
Rooffæhnlclân
Fleld Teñnlclån
Llne Total
$1,13s.oooo
s225.0000
s225.0000
s0.0000
s185.0000
s0.0000
s0.0000
s0.0000
s0.0000
s0.0000
s0.0f¡00
s1 10.0000
s95.0000
s120.0000
s175.moo
Ræponse
Yes
Comment
Est¡malor / consbuctlon addln
50 Sect¡on Title L¡ne Tota¡
Sect¡on 1 S1 ,1 35.oooo
s1,1 35.0000Grahd lotâl
51 KARD E NT
ARCHITECTU RE DESICN
City of To rrance
RFP- Cn-call Design and Constru¡clioi-r Admìnistration Ser-r¡ices ]j_,ljd ir j:t ilÍälJt.-í.rì ¡1 ] 5 í;2 . 4 . :i a 9 q Û 0 52 City of Torrance
On-Call Design and Construction Administration Services April8,2024
Sally Kyung
Buyer
General Services Department
City of Torrance
3031Torrance Blvd.
Torrance, CA 9503
RE: RFP On-call Design and Construction Administration Services Dear Ms. Kyung,
l'm pleased to submit Kardent's proposalto the City of Torrance, on behalf of the entire Kardent team.
ln reviewing our proposal, I trust you will find it responds comprehensively to instructions detailed in the City's recent RFP, as distributed through the PlanetBids Procurement Portal will be the primary point of contact from Kardent. My contact information follows:
Jodi Reese, President
LL Golden Shore, Suite 540 Long Beach, CA 90802
P: 562.436.9900 | t: 562.436.9905 | E reese kardentdesi n.co Since our founding, in 20L0, and to date, the Kardent team has earned the respect of our Public and Private Sector clients, establishing ourselves as a reliable and trusted partner of their own team. Kardent is proudly a (WBEIWomen Business Enterprise (see attachment) and honored to have the opportunity to propose on this exciting opportunity for the City of Torrance. This proposal is the best reflection of our understanding of the RFP, if you have any questions regarding our response, please do not hesitate to reach out to me for clarification.
Cordially,
Ç*&*r.
KARDENT
53 TABTE OI CONTENTS
RFP Cover Page
Cover Letter /IAC / Proposal
- ProjectUnderstanding
- ArchitecturalServices
- Staffing
- Qualifications
- References
RFP-required Documents and Signatures
- Kardent Contacts
- Subconsultants
- Recent Projects
- Workplan
- References & Signatures
Kardent Rates
Kardent Resumes
Kardent Project Profiles
RFP Attachment L: Proposer's Affidavit
Miscellaneous: AIA License + WOBE Certificate
City of Torrance
On-Call Design and Construction Administration Services Page(s)
1-8
9-1_9
20 2L-26
27-32
33 34-35
KARDENT
Page2
54 City of Torrance
On-Call Design and Construction Administration Services l. Underslonding
The City of Torrance, GeneralServices Department, seeks an experienced, licensed design consultant to assist the City with capital-improvement projects, as as outlined in your RFP documents.
Projects under this scope of service, include: Schematic Design, Design Development, Construction Documents, and Construction-support Services. The projects are defined as all- encompassing, and requiring the City of Torrance to have an Architectural firm lead a team of design professionals in multiple disciplines such as lnterior Design, Mechanical, Electrical, Plumbing and Structural Engineers to form a comprehensive team of technical consultants to support these projects to the¡r successful conclusion. The knowledge and application of applicable codes (building, Fire, etc.), and ADA compliance requirements is essential part of all our projects.
Core to a successful outcome, each project will commence with the following process:
Discovery Iteration Execution
Discovery
Attend meetings with Project Team and lndividual Department Contacts to Review Programming Needs, Revíew Existing Conditions & Available Record Documents.
KARDENT
55 City of Torrance
On-Call Design and Construction Administration Services Explore and lterate to yield the most effective plan for each of improvement project that comply with Federal/State/Local guidelines and The City's property and design standards Execution
Execute efficient Construction & Engineered plans that optimizes project budget and schedule
2. Scope of Services
The KARDENT Team will provide professional services for City of Torrance at sites and locations across the city landscape, and including:
Generql Services
Field Survey I As-Built CAD
Review available record documents of each location and conduct field surveys of each site that include Base Building Shell, Core and Architectural lnteriors of each area of work. Engineers to verify the existing Mechanical, Electrical and Plumbing to create AutoCAD files necessary for preparing project drawings and documentation. Kardent to review each site for ADA Accessibility and confirm if they are currently code compliant.
Design Development
Conduct meeting with each lndividual Department Contact as well as the Project Team members to review all Programming requirements, efficiencies, workflow, and Client Experience intentions. Outline all outside vendors and consultants (i.e., Audio Visual, Furniture Dealerships), Review any previously developed plans and specifications. Develop preliminary floor plans, Elevations, lmagery and Renderings of proposed improvements to share with Project Team.
a)Attending meetings via Digital Platform (i.e., Teams/Zooml or in person at jobsite.
KARDENT
56 City of Torrance
On-Call Design and Construction Administration Services b) Lea internal and external project team members and coordinate with consultants on deliverables and schedule
c) Coordinating with City Agencies, including Building, Fire and Planning Departments on preliminary reviews and update Client.
d) Working with City Project Manager on updates and tasks requested that may be specific to this project.
Construction Documents
Complete Construction Documents illustrating all project-specific areas that address all required Architectural elements such as
o Cover Sheet lndicating all Required Project lnformation o General Notes and Conditions
o Occupancy / Egress and Accessibility Plans
o Demolition Plan to indicate all items to be removed.
o Partition Plan that indicates all new partitions, glazing, frames, doors, and custom cabinetry locations.
o Power and Data Plan indicating locations of all existing and new receptacle and conduit locations,
¡ Reflected Ceiling Plan illustrating existing and new ceilíng types, any existing and all new LED lighting, controls, and specifications.
o Finish Plan indicating new Floor, Wall, and Custom Cabinetry finish specifications. o Elevations Sheet illustrating architectural elevations of new glazing, ceiling elements, custom cabinetry, and any other new architectural elements. ¡ Construction Detail Sheet providing detailed sections of all partition connections, door & frame, mounting heights, lighting attachments and ceiling seismic connections, o Mechanical Engineering illustrating existing and new VAV locations with distribution, new or relocated supply and return air grilles, Thermostat locatíons and Zoning diagram for client review and approval.
KARDENT
57 City of Torrance
On-Call Design and Construction Administration Services lectrical Engineering illustrating existing new electrical and data locations, updated panel schedules, new lighting, controls and specifications, Title 24 Calculations. o Plumbing Engineering illustrating and new drain/ supply lines for HVAC. o Structural Engineering providing details and calculations as necessary for new Digital AV Wall.
Permit/Plan Check Submittal
Submitting Construction Documents and Plan Check Applications to City of Torrance Building and Fire Agencies in order obtain (RTl)for General Contractor to pull permit for construction, Plan check fees are not included and if required to be paid by Kardent will be issued back to client as reimbursable expense. Typically, City Agencies will pay fees internally.
Construction Ad ministrat¡o n
Once each project Construction Duration has been determined, Project Team to meet at jobsite for initial kick-off meet¡ng. Team will decide frequency of meetings (weekly vs bi-weekly) and which to be in-person and which to be via digital platform. Project Team to answering all contractor's Request for lnformation (RFl) in a timely manner and reviewing material and finishes, and lighting submittals in accordance with the construct¡on documents prior to ordering.
Project team to walk jobsite at completion of construction and prepare a Punch List of substandard items to be addressed and completed by the contractor prior to final payment/s¡gn off can be obtained.
Consulta nt Coordination
KARDENT to provide coordination with all project consultants and vendors including Mechanical, Electrical, Plumbing and Structural Engineers as well as City vendors.
As project team leader KARDENT will coordinate access to building and reviewing design as required for each project, coordinating schedule and deliverables for client, issuing CAD backgrounds and Building Standard Specifications for their use, reviewing completed MEP and Structural-Engineering drawings in accordance with Architectural, gathering plans, applications for plan check and issuing corrections as necessary to obtain RTI from City Building Agencies. a
KARDEN T
58 City of Torrance
On-Call Design and Construction Administration Services Distri uting MEP and Structural submittals and RFI's to Engineers during construction and distributing responses back to project team
Resources
Kardent has assembled a comprehensive team of technical professionals that have a long-standing relationship with each other to serve the City of Torrance for this agreement. The proposed team has a proven track record of successfully assisting public and private agencies in executing a range of projects, including; City of Long Beach, City of El Segundo, County of Riverside and Omninet Capìtal Tenant lmprovements throughout southern California. Kardent has multiple partners that can effectively provide other engineering disciplines as the need arises.
Stolemenl of Quolificotions
Kardent is WBE Certified Architecture and lnterior Design Firm licensed in California, and have been in L5 states around the nation. We are proud to be able to support our clients wherever they may need us. Since 2010, we have assisted in the development of a diverse portfolio of Jodi Reese,llDA
President
Point of Contact
Kristie Nelsen, AlA, CAS9 PMP, ICC BPE, LEED AP
Project Manager I Architect
Qulro¿ & Assoc.
c¡v¡l Êng¡neer
HAI låodscape
Archit€cts
lnslght Structural
Engineer
Jesslca wlddup, CID
Kardent
PBS Engineers
(MEPI
Paul Galv¡n-Estimator
Kardent
KARDE N T
59 City of Torrance
On-Call Design and Construct¡on Administration Services essential services (Municipal / Police & Fire / Healthcare / Social Service) in Long Beach, El Segundo, Los Angeles, Riverside and Orange County.
Over the past L4 years, the Kardent team, and our design partners, have enjoyed success with a myriad of project types, including departments and leadership across City Agencies, including:
. City of Long Beach Civic Center lmprovements
. City of Long Beach Health and Human Services on-going o City of Long Beach various Park lmprovement Projects
. C¡ty of El Segundo City Hall lmprovements (on-going since 2020) . City of Los Angeles Housing Authority Offices
. City of Anaheim and The Salvation Army | 300-Bed Emergency Homeless Shelter ¡ County of Riverside DPSS Office lmprovements (on-going 2005) r California State University Dominguez Hills (on-going2O2O) ¡ El Camino City College (on-going since 2020)
Private Sector Tenant lmprovement Experience:
o The Doheny Eye lnstitute, lnterior Design & FFE Services (2O2f-20231, o Molina Healthcare Clinics and Offices Nationwide (on-going 2010) r Redwood Urban Tenant lmprovement (on-going since 2021) . Kilroy Realty Corporation Tenant lmprovement (on-going since 20L3) o Omninet Capital Tenant lmprovement (on-going since 2021) o Ensemble Real Estate Services (on-going since 2000)
Completing our work efficiently, with an eye on compressed schedules and tight budgets, our work, with our design partners, routinely depends on the long-standing relationships we have with each other. The drawings and details, which are proven through hundreds of successful projects and working with cities on plan-check approvals throughout Southern California.
References (additional references avoilable upon request) City of Long Beach
- Convention Center
KARDENIT
Mr. Ray Blanton
60 City of ElSegundo
- Engineering Mr. Lifan Xu P.E
City Engineer
3ro s24-2368
Engineering Mr. James Rice
Associate Engineer
562 524-23L6
[email protected]
California State University - Dominguez Hills
- Capital Planning Mr. Yancey Modesto
AVP - Capital Planning
3LO 243-3795
[email protected]
Controcl Exceplions
Kardent, and our subconsultants, offer no exceptions to City of Torrance contract terms.
Exclusions
Public Works
Economic Development
City of Torrance
On-Call Design and Construction Administration Services Director of Facilities
562 499-7629
Rb la nton (o longbeachcc. com
Mr. Justin Beck
Capital Projects Coordinator
s62 s70-6964
iustin. beck@ lonsbeach.gov
Mary Frances Torres
Real Estate Development Bureau Mgr.
562 570-6864
marv.torres@ longbeach.gov
KARDENT
61 City of Torrance
On-Call Design and Construction Adm¡nistration Services . Any exterior modifications, unless specifically identified herein.
ADA Compliance Design outside area of work or as requested during plan check outside area of work.
Title 24 improvements requested by Client/City Agencies outside area of work.
Plan Check and Permit Fees.
City/County Submittal Processing, u n less specifical ly offered herei n.
Drawings provided in anything other than AutoCAD/PDF format.
All engineering services unless proposed/provided separately by Kardent consultants.
Record drawings (provided by the City).
Providing As-builts, Close-out Packages.
L0. Fire Sprinkler/Fire Alarm/Fire-Life Safety, AV-Telecom, Security, or related designs 1-1. Utility Coordination, Low Voltage Systems, Title 24 Commissioning.
12. Scheduling or cost-estimating services not specifically offered herein.
L3. Book Style specifications (our specifications will be listed on drawings.)
14. Any issues associated with job site safety.
L5. Time to resolve issues caused by hidden or unforeseen conditions. 1 2
3. 4.
5. 6.
7. 8.
9. KARDEN T
62 PROPOSAL SUBMITTAL
FAILURE TO COMPLETE ALL ITEMS IN THIS SECTION MAY INVALIDATE QUOÏE. ln accordance with your "Request for Quote (RFQ)", the following proposal is submitted to the City of Torrance RFQ Submitted By:
KARDENT Architecture I Design
Name of Company
Long Beach1 1 Golden Shore #540 90802
ïelephone Number
Jodi Reese / President
C¡ty
Fax Number
j reese@kardentdes¡g n. co m
E-MailAddress
Date
Street Address
562 436-9900
Zip Code
Name/Title
4t05t2024
Form of Business Organization: Please indicate the following (check one) El Corporation I Partnership e Proprietorship
Do you have a Parent Gompany? Yes,
(Name of Parent Company)
Do you have any Subsidiaries? No Yes,
(Name of Subsidiary Company)
r'
r'
I
63 Proposal Submlttal Continued
Business History
Years in business under your current name and
form of business organization?
14 years
(Fill in)
lf less than three (3)years and your company
was in business under a different name, what
was that name? (Fill in)
!,.fusfismsqd?dfrütg
Professional Engineering or Architectural
Licensure by the State of California lssued by
(Attach Copy)
Architectural - California (See Copy)
*ffid@ctftrffit
Please the name to contact for additional information.
Printed Name: Rob Benedetti
Title: Business Director
ïelephone: 562 436-9900
E-MailAddress: R Be nedetti@kardentdesig n. com
Flease lndlcate the addenda information you have received regarding this RFP.
Addendum No. Date Received
none
Addenda were received regarding this RFP Jodi Reese 41812024 {Print Nams) and Dalo
Complete lf No Addendum lssued
No Addenda were received regarding this RFP Jodi Reese 41812024 lPrìnt Name) snd Dale
The City of Torrance Payment terms are Net 30.
The City does not make pre-payments or pay upon
receipt.
JR 41812024
lnitiel
Do you offer any discounted invoice terms?
No
No or Yes (províde details)
10 64
Ma r lnformatlon
name individual who will serve as the Mana for contract.
Name: Kristie Nelsen
Title: AIA / Sr. Project lVanager
Street Address 1 1 Golden Shore #540
City Long Beach
Zip Code 90802
Phone Number: 562 436-9900
Fax Number:
E-MailAddress: [email protected]
Gontract ReÞresentative (l )
Please provide the name of the individual who will be responsible for administering this contract.
Name: Val D'Ordine
Title: Controller
Street Address: 1 1 Golden Shore #540
City: Long Beach
Zip Code 90802
Phone Number: 562436-9900
Fax Number;
E-MailAddress: [email protected]
Gontract Representattve (21
Please provide the name of the individual who will be responsible for administering this contract.
Name: Jodi Reese
Title President
Street Address: 11 Golden Shore #540
City Long Beach
Zip Code: 90802
Phone Number: 562 436-9900
Fax Number:
E-MailAddress: [email protected]
Addítional Notes (if any):
11 65
Sub Gonsultants
lf awarded, will you be using sub-consultants to carry out the scope of work required in this RFP? No, we will not be using any sub-consultants
for this proiect. Yes or No
Yes, we will be using sub-consultants and
have listed their contact information below Yes or No
Sub-Gonsultant (l)
Consultant or Firm Name: Outroz & Assoc ales
Type of consulting work performed Civrl Engineer ng
Street Address: 3716 E 3rd Slreet
Citv: Los Angeles
Zip Code 90063
Tvpe of work beinq Performed Civil Enqineer nq
Please explain the working relationship between
your company and the sub-consultants. We have enjoyed a successful relåtionship with Q&A since 2021 Sub-Gonsultant (2)
Consultant or Firm Name: l-l¡rscn & Assocreles (llAl)
ïype of consulling work performed La ndsc¿ oe Ä rc h rle cl r r r,- Street Address 2221 E S/inslon Rd. Suite A
Citv: Anah e inr
Zip Code 92806
Tvpe of work beinq Performed Landscape Arch¡iecUre
Please explain the working relationship between
vour comoanv and the sub-consultants. We have enjoyed a successtul relationship with HAI since 2018.
Consultant or Firm Name: lns¡ght StructurJi Engineers
Type of consulting work performed: Slructurdl Fngineer ng Street Address 855 ¡l ¡oug as Sl
City: E Segufdo
Zip Code: 90245
Tvpe of work belnq Performed Slructur¿ìl Enqrneerng
Please explain the working relationship between
vour companv and the sub-consultants.
We have enloyed a successfrtl relationshrp wilh lnsight for more than 20 years.
Sub4onsultant
Consultant or Firm Name PBS Enqineers
Tvpe of consultinq work performed tulEP¡Fire
Street Address 2irr0 E Roule 66 Suiìe 210
City Glendcra
Zip Code 91 /4û
Tvpe of work beinq Performed ùlecranical, electr¡ca:, ÐlurIìbinq, l]le proieclicn Please explain the working relationship between
your company and the sub-consultants. We have enloyed a successfui relationship with PBS since 2020 12 66
Proposal Submittal Continued
VgndOf Name' K¡'dent
Background and Recent Experience with Similar Projects:
ln lhe space below, please provide a narrative explarning your background and recent experience with similar projects as the scope of work identifìed in this RFQ. (Please attach additional sheet if needed.) r,!/irlè1laùnír (r:(ì¿1Àf¡1ef, .ãr:¡r!.:, :¡d¡¿nErf ¿3,r1rì,t,r;r:\i¡¡:,¡ ir,ry'ì ,n
n
el
13 67
Submittal
Please attach information regarding your background and recent experience with similar projects as the scope of services identified in this RFP. This information should reflect those projects indicated in your the background qualifications. lnformation should include the following:
I
Project Description Overview
Project Agency/Owner
Duration of Design Period (total count of months
or years from start to competition)
Project Timeline (total count of months or years
from start to competition)
Complete Project Scope
Project Scope (vour firm's portion of work)
Estimated Project Gost to construct
Actual Project Cost to construct
Project Contact (please confirm contact
information is current prior to submitting)
. Name
r Address
. Phone Number
. EmailAddress
14 68
Proposal Submittal Continued
VendOf fl¿7¡9. Kardent
Work Plan for Each Required Task:
ln the space below, p¡ease provide a narrative explaining your background and recent experience with similar projects asthe scope of work identified in this RFQ. (PIease attach additional sheet if needed.) I ,r¡:l,ji ri .,tt
.¡rl
.,ì t : .,t ....,,, " ,gl
15 69
Proposal Submittal Continued
Vendor Name: Kardent
Firms submitting submittals should meet the following minimum qualifications. Please answer "yes" or "no", and include an explanation, as needed.
1. Respondent has a liability insurance policy with a policy limit amount as required on the Sample Consulting Services Agreement or a statement from their broker that the Respondent can have such insurance in place after notice of award.
{ Yes No
2. Respondent has a cunent workers' compensation insurance policy as required by the Labor Code or is legally self-insured pursuant to Labor Code section 3700 ET. Seq. or is exempt because Respondent has no employees. Respondent has continuously had workers' compensation insu rance or state-approved self-i nsu rance.
Yes No Exempt
3. Respondent has an automobile liability insurance policy with a policy limit per claim amount consistent with the Sample Consulting Services Agreement or a statement from their broker that the Respondent can have such insurance in place after notice of award. { Yes No
4 At any time during the last five years, has your firm, or any of its owners or officers been convicted of a crime involving the bidding, awarding or performance of a government contract or agreement? Yes No
5. ls your firm currently in a bankruptcy case, in Chapter '11, an applicant for Chapter 11, or an adjudicated bankrupt?
Yes { No
6. Does the ConsultanVfirm have any existing or potential conflicts of interest with the City? Yes* No
*lf yes, attach a statement detailing the conflicts of interest. {
{
'16
70 Proposal Submittal Continued
Vendor Neme. Kðrdent
References:
Please supply the names of companies/agencies for which you recently supplied comparable goods/services as requested in this RFQ. A minimum of three (3) references is required; additional references are optional.
References from public agencies are preferred. Do not include the City of Torrance as a reference for this RFQ.
Name of Company/Agency City ol Long Beach
Street Address: 411WOceanBlvd
City, State, Zip Code Long Beach, CA 90802
1 What ProducVService did you provide
to this Company/Agency? On-Call Design and Const Admin Services Name of Person to Contact Mary Frances Torres
Phone Number of Contact: 562 570-6864
Email Address of Contact: mary.lorres@longbeach. gov
2 Name of Company/Agency: City of El Segundo
Street Address 350 Main Street
City, State Zip Code: El Segundo, CA 90245
What Product/Service did you provide
to this Company/Agency? On-Call Design and Const Admin Services Name of Person to Contact: Mr. Lifan Xu
Phone Number of Contact: 310 524-2368
Email Address of Contact [email protected]
3 Name of Company/Agency: CSU Dominguez Hills
Street Address 1000 E. Victoria Street
City, State Zip Code; Carson, CA9O747
What ProducUService did you provide
to this Company/Agency? On-Call Design and Const Admin Services Name of Person to Contact: Yancey Modeslo
Phone Number of Contact: 31 0 243-3795
Email Address of Contact: [email protected]
17 71
Proposal Submittal Continued
RFP and
Consultants are required to answer each of the questions listed below. You must indicate below that you have provided this information in your proposal submittal. You must attach additional sheets to your RFP submittal describing in detail the service you are proposing.
RFP Submittal Ghecklist
lndicate what page in your
proposal you have answered this
ouest¡on.
Did you review all attachments, including the Sample Consulting Services Agreement, as part of this RFP? E yes I ¡,¡o
Did you include a signed Affidavit Form with your RFP Submittal? E vesE ruo Did you include proof of Professional Engineering or Architectural Licensure by the State of California? EvesIruo
Did you complete a proposal as described in the RFP Requirements? E ves ! ¡lo Did you include all addenda if any issued by the City? E] Yes I tto Did you include References? E ves I ¡to
Did you complete all the sections? E ves n ¡¡o
Did you attach additional sheets to answer the Background and Recent Experience with Similar Proiects information of this RFP? El Yes n ¡¡o Did you include resumes of the appropriate qualified candidates? Evesnruo Did you provide proof of ability to comply with the applicable codes to this proiect and how you will ensure compliance? EvesIruo
18 72
Proposal Submittal Continued
By signing the price quote below, the contractor
confirms that the price quoted includes all of the
requirements listed in this Request for Quotation
By
)
Printed Name
Jod¡ Roe6e
Company
KARDËNT Architectur€ I Ds6ign
Street Address
1 1 Golden Shore #540
City, State, Zip
Long B€a6h CA 90002
Telephone (s6, )-
436.9900
E-Mail
iree6e@kårdontdss¡gn.com
Date: 410812024
The City standard terms are Net 30.
Do you offer discounted lnvoice Terms? E ruo, f
Yes, what are your lnvoice Terms:
City of Torrance Business License #
peñd¡ng
Prior to the award of a Purchase Order, you are
required to have a CÍty of Torrance Business
License if your company is locaúed in the City of
Torrance; wíll physically be workÍng ìn the City of
Torrance; or wíll be using your own vehicles to
deliver to the Cily of Torrance. For additional
information and licensing requiremenfs, please
contact the City of Torrance Business License
Office at (310) 618-5923.
't9
73 STATE OF CALIFORNIA
COUNTY OF LOS ANGELES
ATTACHMENT 1
PROPOSER'S AFFIDAVIT
Jodi Reese first duly sworn deposes and says;
I Thar he/she ,, ,n" President o, KARDENT
(Title of Office) (Name of CompanY)
Hereinafter called "proposer", who has submitted to the City of Torrance a proposal for Design and Construction Administration Services
(Title of RFP)
2. That the proposal is genuine; that all statements of fact in the proposal are lrue;
3. That the proposal was not made in the interest or behalf of any person, partnership, company, association, organizalion or corporation not named or disclosed;
4, That the Proposer did not, directly or indirectly, induce solicit or agree with anyone else to submit a false or sham proposal, to refrain from proposing, or to withdraw his proposal, to raise or fix the proposal price of the Proposer or of anyone else, or lo raise or fix any overhead, profit or cost element of the Proposer's price or the price of anyone else; and did not attempt to induce action prejudicial to the interest of the City of Torrance, or of any other Proposer, or anyone else interested in the proposed contract;
5. That the Proposer has not in any other manner sought by collusion to secure for itself an advantage over the other Proposer or to induce action prejudicial to the interests of the City of Torrance, or of any other Proposer or of anyone else interested in the proposed contract;
6, That the Proposer has nol accepted any proposal from any subcontractor or materialman through any proposal depository, the bylaws, rules or regulations of which prohibit or prevent the Proposer from considering any proposal from any subcontractor or material man, which is not processed through that proposal depository, or which prevent any subcontractor or materialman from proposing to any contractor who does not use the facilities of or accept proposals from or through such proposal depository;
7. That the Proposer did not, directly or indirectly, submit the Proposer's proposal price or any breakdown thereof, or the contents thereof, or divulge information or data relalive thereto, to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof, or to any individual or group of individuals, except to the City of Torrance, or to any person or persons who have a partnership or other financial interest with said Proposer in its business,
8, That the Proposer has not been debarred from parlicipation in any State or Federal works project.
Dated thís I of April 202024 .
Jodi Reese ær¡ ù r0 ?5a9
(Title)
74 KARD E NT
ARCHTTECTURE IDESTCN
Kardent Rates - 2024
Rate
2024 Hourly Rates
SzzsPrincipal
Architect of Record 522s
Sr. Project Manager 51ss
Proiect Manager I Srss
Proiect Manager ll s16s
Construction Manager sus
Sr+oSr. Designer/Project Manager
Designer I s120
Designer ll s110
Technical Staff Sss
Move Coordinator Si.i.o
1L Golden Shore, Suite 540 | Long Beach I CA 90802 | 562.436.9900 | www.KardentDesiqn.com 75 Education
Bachelr:r of Science,
Archilecture -University of
ivlich igan
Master of
Archirecture -f\ewscirool of
Arclritectl¡re and
Design
Affiliations
American Instilute of
Arch iiects I i'4ernber),
USGBC, Prcjeci
l.lanag enren i
ïns[itute
Licenses &
Certifications
Registered Archiiect
in CA, CO, FL, TX, VA
CASo Inspector,
Project fvlanaçement
Professional,
Cerliíied ICC Buílding
Plans Exarrriner,
{\ICARB Certiiied,
LEED AP Cenified,
Rei;il Ceriified
Professiona I
Years Experience
ìf)
Online Bio
Click here
1L Golden Shore
Suite 540
Long Beach, CA
90802
562.436.99CA
KARDENT
ARCHTTECTURE IDESTCN
Kristie Nelsen AIA, Architect of Record I Director
Kristie's role as Architect of Record enables her to work with all of our clients an the¡r unique project needs. Kristie's projects include Civil, Com merci al, Ed ucationa I, Enterta i n ment, H ea lthca re a nd Ldboratory facilities. She also has extensive experience with regulatory agencies sucl't as DSA and OSHPD. Kristie consrstently achieves excellent results by completing projects on ttme dnd on budget. Her success is attributed to utilizing strong planning, organizational and problem-solving skills, as well as hav¡ng the innate ability to bring clients'vtsions to realrty.
Project Experience
Civic / Commercial / Educational / Non-Profit
As project manager, Kristre takes the iead on managernent, design, construction documents, coordination and construct¡on admrnistration for any project scale and complexity irrcluding multiple building campuses and outdoor areas, She is experienced vrrith a 'rariety of different project lypes such as office buildings, restaurants/l<itchens, schools, sl,rimming pools, athletic fiefds and park facilities.
Her lypical responsibililÍes include space planninq, creating construction documents incorporating applicable building codes and accessibility compiiance, coordinating'ølith consultanls, construction management, coordinaiing project objectirres, budget management, schedule tracking, and procurement of furniture, fixtures and equipment. She lras also assisted '¡rith staff lraining, equipment calibration and selup, as t¡¡ell as the soft opening arrd grand opening of new spaces,
If programnrirrg is required at lhe beginning of lhe project, Kristie works with her clients to determine space needs in relation to budget and building code constraints, She also has compieted several leasibility studies and conceptuai renderings lo ass¡st clients '¡¡ith funding and stakeholder meetings.
76 KARD E NT
ARCIJIT LCTUR[ ] f)l-SICN
Mark Quevedo, Senior Technical
Project Experience
77 Education
Bacircloi" oi iÌrrc
Aiis, i,1i-ei'íÛ-
Desir;n--
Califoi-nra Siaie
l_;Iír¡erSil-y, ì_O¡ç
Beacir
Affiliations
C¿liílrnia Cori¡rcìi
irtr I rrterrr:r i-)esrc; n
(,e r''-i"ici¡;lo r. ,
Cer-ii.irc lnitrior
D;¡:siEr'er and
t,..- -...jl.lr i\,'r :!-,d.jl.li:
\jt r-...,r ,q jrjúr_ j
Years Experience
L5
Online Bio
Click here
i L r,lOiCiliì ;iì.)i-?
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KARD E NT
,\RCHTTECTURE IDESTCN
Jessica Widdup, Sr. Designer I Director
Jes:;¡c¿l eüloys the coi!¿tborâtíon that t¡tk¿s olace ltetv¡een cltents ancl t:he KAITDEN I tearn, to ensure project s¿Jcceas,s. îakinq advantaqe ùi ller beirtg a l-cns Beach native, who knows the area insidc and aLtt, Jessica has focust:d Ðri¡r'ìàril\/ wlthi¡t the clty and surrounding Sisuthern Califorr¡ta art:as. Her professionai prolect ex¡lertence tncludes I't¡il-serv'ice intenor oestgn '¡thich ailows her tc na¡ntai¡"t a co¡'tsistent role thraLtgnoLtt the Curatton of tne prcjer.t. Front spac:: ¡:lai:.ninE and des¡qn ali of ibe way t'hrauqh peínittinE (.1{ìC| Citlstfrictiot-t, Jr:sstca is able to support tenants. prop€rtY inanagers artd ot¡ví]{.1/-5 ihrc'-tgh aii dt:sígn phasc's to ensLtre an e{ftcicnt a¡'tc1 succt:ssfui prc jr:cf .
Project Experience
Commercial Office Buíldings
-lessii:a has a passiorr í,:r oiíice desrgn. Her pirilosopny is lh¿l gcocl cffice design becornes exponentially irnporlalrt ¡s cífice cull',¡re 3,1¿ ',v¡¡r<place sl:rategy evôlves, An emphasis must be placed cn the spectiic needs o¡ tlre project as cffice desrgn is not one-s¡ze-tits-all. Fr:r over len ye¡15. Jessica has lvori<ed on lenant improrremenl: pr'ojects ,,vitlr Kilro-v Re¡lt'¡ Corpcralion al Kifroy Airport Cenlei- in Lorrq Beach. The canrpi:: co¡rslsts oi se,,'en high- rrse br-lìid¡irgs ûn a 50-¡cre site. Her- role ìnclr-¡ce.j lesl iits, cocle analTsis. space olannin,¡, des;grr, consi"ruclron docLrmenl:ation, cily oermiL sLlbmitlai and project münagerrìËrtl, Througli Kllrcy, she has',vorl<ed on pi'ojecls','rith Cair)r-r, phillios6ô, Âi.:;i<a Aii-lines, Fìdeltly Nalronai l-rile. De¡rl,al Heall:h Ser,¡ices, Iirndes ari-ld Ocean liet',.vark Ë;<press, Jes;ic¿ has aisn l','orl(ed cn ni-ojects,¡rilh E;rsemble Real Est,:te Soluli¡ns. Chrlrl riel'1r.¡iiih:i'ii1 Fainiiy Sei-,rries, i\4arrllife In'¡estnreiri í,,]alraqeme¡rt, lhe Lìily 0í LOir,¡ 3;:ar:ir àr'ld Tilil Saiv;r¡iir¡n Arm',r.
Medical Office Buildings
Jessica nas beeri lhe pianrer anci Cesigner for niuiiiple rnecica{ ofrÌce oropcrties incl,;cl¡rrq Cancinela ¡vledrcal BuiidìnE, Sl 14ai-y i'4edical Airiri nr, Pairr.ld,rle Regioriai l,lerlical Center and Sìerr¡ Sa¡l Anlonio,),1:(1r,.:ai Pl:rz? Other Notable Projects
-lessira h¿rs exterience '¡rorking oíì qroi..j r'ìc1 .rp aichiter-|i.:râi projecls, b¿nl<s and c¡-edij: unioi'ls, ccrnrnunity cenleÍs err^il reslauranls, Sire also iras ¡:een p;i.1. cf ìocai chai-itaoie crganizelÌonE ;incl 3oa¡-d:s silr.:e.2.1 1.5. iessica ,¡¡orl<ed '¡iìth Childr\.jel Y'outh and Family Serr¡ìt¡.:.s to con":pi,-:te an eXt+¡,lSl'/e remode{ ¡i lr¡,:ìr !'ìve-story li:9.:cy b'-rtiding. She'; iiso ''','cri<ed'¡¡ilh llre Chilclren's De¡ll:rl Ci,nic. Casa'/orlj-r Sheiler. the Bi;7'; ¿¡n¿l Girls Cllb ¿i''11 Th 5¡ !,;.llton ¡\¡-n¡ y
78 KARD E NT
ARCI-IITtCTL]Rt DTSICN
Jodi Reese, President I Chief Creative Officer
Project Experience
79 KARD E NT
ARCI-IITLCTT]RI DISICN
80 KARD E NT
ARCHITECTURE DESICN
Adopt AH ighway Headquarters
,i:l í,.i. ì .ì,.. l, t:ji ;,ì,'. :t':-r "i i-','. rì'1. j'' i) :) il'..1 Lo,:..t 1:io n ; i i.; ;i¡ f'¡],::; ¡, C¿ i i l: i'it i a Size: 9. rili) SF
Th,:: tr,:jei;i,;iìa:û,,: i¡:i;ilcJ ¡i it'ìi:-ltioí ii:n¿r:l iritpio',,am,:nt i:uiltJ -¡-lf r,.¡ili1 tor'lpi,.-:l:: d.t¡l-tlili¡¡t i'lf inlr,'i'icrs. l<.;r.RDFù¡ [ o.oviij,;,-l Sc:i;..: ll,ì'itìiil!,, !,]i.j¡'it,r¡ [jt:s¡Ê,i.r, Fir Sr:'t:ciilc.llii]¡i , aitil Biiìr1i;r;, Con;lrr-lt.tii)rr lj¡.)r-urlìi,'nts, ù¡l EP Iiiglra'.-.rin;i (.e.ìoriiìnation, Pirtriìit Pr'ilcÉ-'isiit!] ¡¡ld t.ortsiri;r.tioit .'\¡,lmini;irair,:n. ,9¡;: Bi,]ilcl lng ir'ìtf)í,.)\i:iíyìiì¡lts oi ilniilmcn i\r:::: -,jr;clr a'; iìi,iidìl:: l.rr-.jtí1 .ì .irr''ì. ì'iil , ¡l: íirtrv, l:iro'¡ l-i ;rii,,r,'¡¡1¡e iìû{-j Rit:jtroarilr'j 81 KARD E NT
ARCHTTECTURE IDESTGN
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City rf Long Beach B ixby Pa rl<
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ARCHTTECTURE I DESTCN
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ARCHITECTURE DESICN
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El Segundo City Hall
Lr;',a!:ion : tI Seqitr-liJi;, C¿ii iilrnì¿
Si¡,¡: 5.i10û SF
t-:ini:dt-'i i-if Ü,:veltr:rlì:iíir! tiìr\f ii::-',] l'ui;iir- í*üi.i ì'ti:ìl. 'lnii i\.lr;:irti:iiai¡¡t -\rrl¿.''ii: ,lL irli.l,,r,l::'J Fir-r.ltCil, iì¡.1¡.n.1 :l RÈ',i-'rLrírìilj ,l ¡icj >h ;'t:cl i-ortiilfêrìi.Èj ÌJùi'1. ùi ::',,i criiing, !i3i:itit,i, fi¿.lr.r'i¡rrl, ',r,';rlì ii ¡'l i,,ir ¡.-.s ¡r ir ti c.r b ì n e. ir,¡
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ARCHTTËCTURE I DESTGN
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Californi¡ Architects Board
2420 Del Paso Road, Suitc 10S
Sacramento, CA 95834
916 574-7220
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87 SECOND AMENDMENT TO CONSULTING SERVICES AGREEMENT C2024-133
This Second Amendment to Consulting Services Agreement is effective as of October 1, 2025, by and between the CITY OF TORRANCE, a municipal corporation (“CITY”), and Kitchell/CEM, Inc., a California corporation (“CONSULTANT”).
RECITALS:
A. The CITY previously circulated a Request for Quote for On -Call Design and Construction Administration Services, RFQ No. 2024-0408B (“RFQ”).
B. CONSULTANT submitted a Quote in response to the RFQ (“Quote”). In its Quote, the CONSULTANT represented that it was qualified to perform those services requested in the RFQ. Based upon its review of all quotes submitted in response to the RFQ, the CITY awarded the Agreement to CONSULTANT.
C. On July 1, 2024, CITY and CONSULTANT entered into Consulting Services Agreement (C2024-133) ("Agreement") to perform those services in an amount not to exceed $250,000 through June 30, 2027.
D. On July 1, 2025, CITY and CONSULTANT entered into a First Amendment to the Agreement that increased the amount of the Agreement by $500,000 for a total not to exceed amount of $750,000, or $250,000 per year.
E. The CITY is satisfied with the level of service provided by CONSULTANT and now wishes to increase the amount of the Agreement by $ 750,000 for a total not to exceed amount of $1,500,000, or $500,000 per year.
AGREEMENT:
1. Paragraph 3 of the Agreement, entitled “COMPENSATION”, subparagraph A, entitled “CONSULTANT’s Fee”, is amended to read in its entirety as follows:
“3. COMPENSATION
A. CONSULTANT’S Fee.
For services rendered pursuant to this Agreement, CONSULTANT will be paid in accordance with the Compensation Schedule set forth in the Quote; provided, however, that in no event will the total amount of money paid CONSULTANT, for service contemplated by this Agreement, exceed the total sum of $ 1,500,000, or $500,000 per year (“Agreement Sum”), unless otherwise first approved in writing by CITY.”
2. In all other respects, the Agreement by and between CITY and CONSULTANT, as modified by this Second Amendment, is ratified, reaffirmed, and remains in full force and effect.
[SIGNATURES ON FOLLOWING PAGE]
88 ATTACHMENT 4
2 CITY OF TORRANCE,
a municipal corporation
_______________________________
George K. Chen, Mayor
Kitchell/CEM, Inc.,
a California corporation
By: ________________________
Geoffrey Bachanas
President of Operations
ATTEST:
_______________________
Rebecca Poirier, MMC
City Clerk
APPROVED AS TO FORM:
PATRICK Q. SULLIVAN
City Attorney
By: __________________________
Jennifer Vicente Guerrero
Deputy City Attorney
89 90
ATTACHMENT 5
91 92
93 94
95 96
A.
B
C)
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CONSULTING SERVICES AGREEMENT
This CONSULTING SERVICES AGREEMENT (the "Agreement") is made and entered into as of July 1,2024 (the "Effective Date"), by and between the CITY OF TORRANCE, a municipal corporation ("ClTY"), and Kitchell/CEM, lnc., a California corporation ("CONSU LTANT').
REGITALS:
CITY wishes to retain the services of an experienced and qualified CONSULTANT to provide On-Call Design and Construction Administration Services.
ln order to obtain the desired services, CITY has circulated its Request for Quote for On-Call Design and Construction Administration Services, RFQ No. 2024- 04088 (the "RFQ"). A true and correct copy of the RFQ is attached herein as Exhibit A.
CONSULTANT has submitted a Quote (the "Quote") in response to the RFQ. In its Quote, CONSULTANT represents that it is qualified to perform those services requested in the RFQ. A true and correct copy of the Quote is attached herein as Exhibit B.
Based upon its review of all quotes submitted in response to the RFQ, CITY now wishes to award this Agreement to CONSULTANT.
AGREEMENT:
1 SERVICES TO BE PER ED BY CONSULTANT
CONSULTANT will provide the services and install those materials listed in CONSULTANT's Quote submitted in response to the RFQ. A true and correct copy of the RFQ is attached herein as Exhibit A. A true and correct copy of the Quote is attached herein as Exhibit B. CONSULTANT warrants that all work and services set forth in the Quote will be performed in a competent, professional and satisfactory manner.
2. TERM
Unless earlier terminated in accordance with Paragraph 4 below, this Agreement will continue in full force and effect from the Effective Date through June 30, 2027.
3. GOM toN
A. CONSULTANT's Fee
For services rendered pursuant to this Agreement, CONSULTANT will be paid in accordance with the Compensation Schedule set forth in the Quote; provided, however, that in no event will the total amount of money 10046831 5
97 ATTACHMENT 6
paid CONSULTANT, for services initially contemplated by this Agreement, exceed the sum of $250,000 ("Agreement Sum"), unless othenruise first approved in writing by CITY.
B. Schedule of Payment
Provided that CONSULTANT is not in default under the terms of this Agreement, upon presentation of an invoice, CONSULTANT will be paid the fees described in Paragraph 3.4. above, according to the Compensation Schedule. Payment will be due within 30 days after the date of the invoice.
4. TERMINATION OF AGREEMENT
A. Termination by CITY for Convenience.
CITY may, at any time, terminate the Agreement for CITY's convenience and without cause.
2 Upon receipt of written notice from CITY of such termination for CITY's convenience, CONSULTANT will:
cease operations as directed by CITY in the notice;
take actions necessary, or that CITY may direct, for the protection and preservation of the work; and
except for work directed to be performed prior to the
effective date of termination stated in the notice, terminate all existing subcontracts and purchase orders and enter into no further subcontracts and purchase orders.
ln case of termination for CITY's convenience, CONSULTANT will be entitled to receive payment for work executed, together with costs incurred by reason of the termination, along with reasonable overhead and profit on work not executed.
B. Termination for Cause
lf either party fails to perform any term, covenant or condition in this Agreement and that failure continues for 15 calendar days after the nondefaulting party gives the defaulting party written notice of the failure to perform, this Agreement may be terminated for cause; provided, however, that if during the notice period the defaulting party has promptly commenced and continues diligent efforts to remedy the default, the defaulting party will have such additional time as is reasonably necessary to remedy the default.
ln the event this Agreement is terminated for cause by the default of CONSULTANT, CITY may, at the expense of CONSULTANT
and its surety, complete this Agreement or cause it to be 2 1
a.
b.
c.
3 1
0046831 5
2 98
completed. Any check or bond delivered to the CITY in connection with this Agreement, and the money payable thereon, will be forfeited to and remain the property of the CITY. All moneys due CONSULTANT under the terms of this Agreement will be retained by CITY, but the retention will not release CONSULTANT and its surety from liability for the default. Under these circumstances, however, CONSULTANT and its surety will be credited with the amount of money retained, toward any amount by which the cost of completion exceeds the Agreement Sum and any amount
authorized for extra services.
Termination for cause will not affect or terminate any of the rights of CITY as against CONSULTANT or its surety then existing, or that may thereafter accrue because of the default; this provision is in addition to all other rights and remedies available to the CITY under law.
C. Termination for Breach of Law
ln the event CONSULTANT or any of its officers, directors, shareholders, employees, agents, subsidiaries or affiliates is convicted (i) of a criminal offense as an incident to obtaining or attempting to obtain a public or private contract or subcontract, or in the performance of a contract or subcontract; (ii) under state or federal statutes of embezzlement, theft, forgery, bribery, falsification or destruction of records, receiving stolen property, or any other offense indicating a lack of business integrity or business honesty that currently, seriously, and directly affects responsibility as a public consultant or CONSULTANT; (iii) under state or federal antitrust statutes arising out of the submission of bids or Quotes; or (iv) of violation of Paragraph 19 of this Agreement; or for any other cause CITY determines to be so serious and compelling as to affect CONSULTANT's responsibility as a public consultant or CONSULTANT including but not limited to, debarment by another governmental agency, then CITY reserves the unilateral right to terminate this Agreement or to impose such other sanctions (which may include financial sanctions, temporary suspensions or any other condition deemed appropriate short of termination) as it deems proper. CITY will not take action until CONSULTANT has been given notice and an opportunity to present evidence in mitigation.
5. FORCE MAJEURE
lf any party fails to perform its obligations because of strikes, lockouts, labor disputes, embargoes, acts of God, inability to obtain labor or materials or reasonable substitutes for labor or materials, governmental restrictions, governmental regulations, governmental control, judicial orders, enemy or hostile governmental action, civil commotion, fire or other casualty, or other causes beyond the reasonable control of the party obligated to perform, then that party's 3 30046831 5
99 6
performance will be excused for a period equal to the period of that cause for failure to perform.
RETENTION OF FUNDS
CONSULTANT authorizes CITY to deduct from any amount payable to CONSULTANT (whether or not arising out of this Agreement) any amounts the payment of which may be in dispute or that are necessary to compensate CITY for any losses, costs, liabilities, or damages suffered by CITY, and all amounts for which CITY may be liable to third parties, by reason of CONSULTANT's acts or omissions in performing or failing to perform CONSULTANT's obligations under this Agreement. ln the event that any claim is made by a third party, the amount or validity of which is disputed by CONSULTANT, or any indebtedness exists that appears to be the basis for a claim of lien, CITY may withhold from any payment due, without liability for interest because of the withholding, an amount sufficient to cover the claim. The failure of CITY to exercise the right to deduct or to withhold will not, however, affect the obligations of CONSULTANT to insure, indemnify, and protect CITY as elsewhere provided in this Agreement.
CITY REPRESENTATIVE
The General Services Director is designated as the "City Representative," authorized to act in its behalf with respect to the work and services specified in this Agreement and to make all decisions in connection with this Agreement.
Whenever approval, directions, or other actions are required by CITY under this Agreement, those actions will be taken by the City Representative, unless otherwise stated. The City Manager has the right to designate another City Representative at any time, by providing notice to CONSULTANT.
CONSU LTANT REPRESENTATIVE(S)
The following principal(s) of CONSULTANT are designated as being the principal(s) and representative(s) of CONSULTANT authorized to act in its behalf with respect to the work specified in this Agreement and make all decisions in connection with this Agreement:
Heather Marie Brown, EAS Department Director
John Kevin Hallock, Senior ArchitecUProject Manager
I NDEPENDENT CONTRACTOR
CONSULTANT is, and at all times will remain as to CITY, a wholly independent contractor. Neither CITY nor any of its agents will have control over the conduct of CONSULTANT or any of CONSULTANT's employees, except as othenvise set forth in this Agreement. CONSULTANT's agents and employees are not and shall not be considered employees of CITY for any purpose. CONSULTANT may not, at any time or in any manner, represent that it or any of its agents or employees are in any manner agents or employees of CITY. CITY has no duty, obligation, or responsibility to CONSULTANT's agents or employees under the Affordable Care Act. CONSULTANT is solely responsible for any tax penalties associated with the failure to offer affordable coverage to its agents and employees under the Affordable Care Act and any other liabilities, claims and 8 7.
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obligations regarding compliance with the Affordable Care Act with respect to CONSULTANT's agents and employees. CITY is not responsible and shall not be held liable for CONSULTANT's failure to comply with CONSULTANT's duties, obligations, and responsibilities under the Affordable Care Act. CONSULTANT agrees to defend, indemnify and hold CITY harmless for any and all taxes and penalties that may be assessed against CITY as a result of CONSULTANT's obligations under the Affordable Care Act relating to CONSULTANT's agents and employees.
10. BUSINESS LICENSE
CONSULTANT must obtain a City business license prior to the start of work under this Agreement, unless CONSULTANT is qualified for an exemption.
11. OTHER LICENS AND PERMITS
CONSULTANT warrants that it has all professional, contracting and other permits and licenses required to undertake the work contemplated by this Agreement.
12. FAMILIARITY WITH WORK
By executing this Agreement, CONSULTANT warrants that CONSULTANT (a) has thoroughly investigated and considered the scope of services to be performed, (b) has carefully considered how the services should be performed, and (c) fully understands the facilities, difficulties and restrictions attending performance of the services required under this Agreement. lf the services involve work upon any site, CONSULTANT warrants that CONSULTANT has or will investigate the site and is or will be fully acquainted with the conditions there existing, prior to commencement of the services set forth in this Agreement.
Should CONSULTANT discover any latent or unknown conditions that will materially affect the performance of the services set forth in this Agreement, CONSULTANT must immediately inform CITY of that fact and may not proceed except at CONSULTANT's risk until written instructions are received from CITY.
13. CARE OF WORK
ffiustadoptreasonablemethodsduringthetermofthe
Agreement to furnish continuous protection to the work related to this Agreement, and the equipment, materials, papers, documents, plans, studies and other components to prevent losses or damages, and will be responsible for all damages to persons or property, until acceptance of the work by CITY, except those losses or damages as may be caused by CITY's own negligence.
14. CONSULTANT'S ACCOUNTING : OTHER PROJECT RECORDS
Records of CONSULTANT's time pertaining to the project, and records of accounts between CITY and CONSULTANT, will be kept on a generally recognized accounting basis. CONSULTANT will also maintain all other records, including without limitation, specifications, drawings, progress reports and the like, relating to the work and services identified in Exhibit A. All records will be available to CITY during normal working hours. CONSULTANT will maintain these records for three years after final payment.
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15. INDEMNIFICATION
To the fullest extent permitted by law, CONSULTANT shall indemnify, defend and hold harmless Agency and any and all of its officials, officers, employees, agents, successors, and volunteers ("lndemnified Parties") from and against any and all claims, actions, lawsuits, arbitration proceedings, losses, liabilities, damages, costs and expenses, including attorney's fees and costs, to the extent they arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the CONSULTANT. CONSULTANT's duty to defend any claim, action, lawsuit, or arbitration proceeding (collectively, "Claim") shall consist of reimbursement of defense costs incurred by Agency in direct proportion to the CONSULTANT's proportionate percentage of fault concerning such Claim.
Notwithstanding the previous sentence: (1) in the event one or more defendants is unable to pay its share of defense costs due to bankruptcy or dissolution of the business then the design professional shall meet and confer with other parties regarding unpaid defense costs and shall be liable for any such defense costs allowable by law; (2) CONSULTANT's duty to defend any Claim shall consist of reimbursement of all defense costs where a project-specific general liability policy insures all project participants for general liability exposures on a primary basis and also covers all design professionals for their legal liability arising out of their professional services on a primary basis.
16. NON.LIABILITY OF CITY OFFICERS AND EMPLOYEES
No officer or employee of CITY will be personally liable to CONSULTANT, in the event of any default or breach by the CITY or for any amount that may become due to CONSULTANT,
17. INSURANCE
A CONSULTANT and its sUbCONSULTANTs must maintain for the duration of the Agreement at their sole expense the following insurance, which will be full coverage, not subject to self-insurance provisions:
Automobile Liability, including owned, non-owned and hired vehicles, with at least the following limits of liability:
1 a. Primary Bodily lnjury with limits of at least $500,000 per person, $1,000,000 per occurrence; and
b
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Primary Property Damage of at least $250,000 per
occurrence; or
Combined single limits of $1,000,000 per occurrence.
Commercial General Liability including coverage for premises, products and completed operations, independent
CONSULTANTs/vendors, personal injury and contractual
obligations with combined single limits of coverage of at least $2,000,000 per occurrence, $4,000,000 aggregate.
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3. Workers' Compensation coverage as required by the Labor Code of the State of California and, if workers' compensation is required, employer's liability insurance with minimum limits of ($t,000,000) per occurrence or occupational illness. The Workers' Compensation policy shall be endorsed with a waiver of subrogation in favor of the CITY for allwork performed by the CONSULTANT, its employees, agents and subcontractors.
4. Professional Liability (Errors and Omissions): lnsurance appropriate to the CONSULTANT's profession, with limit no less than $2,000,000 per occurrence or claim, $4,000,000 aggregate.
The insurance provided by CONSULTANT will be primary and non- contributory.
CITY, the Successor Agency to the Former Redevelopment Agency of the City of Torrance, the City Council and each member thereof, members of boards and commissions, every officer, agent, official, employee and volunteer must be named as additional insureds under the automobile and general liability policies. Coverage can be provided in the form of an endorsement to the CONSULTANT's insurance or applicable policy language.
CONSULTANT must provide certificates of insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) indicating appropriate coverage, to the City Clerk of the City of Torrance before the commencement of work.
Each insurance policy required by this Paragraph must contain a provision that no termination, cancellation or change of coverage can be made without notice to the CITY.
lf 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.
The procuring of insurance shall not be construed as a limitation on liability nor as full performance of the indemnification provisions of the CONSULTANT.
Claims Made Policies
lf any of the required policies provide coverage on a claims-made basis 7 D
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a. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
b. lnsurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
c. lf coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, the CONSULTANT must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work.
CONSULTANT hereby grants to CITY a waiver of any right to subrogation which any insurer of said CONSULTANT may acquire against the CITY by virtue of the payment of any loss under such insurance. CONSULTANT agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the CITY has received a waiver of subrogation endorsement from the insurer.
Self-insured retentions must be declared to and approved by the CITY.
The CITY may require the CONSULTANT to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or CITY.
I8. SUFFICIENCY OF INSURERS
lnsurance required by this Agreement will be satisfactory only if issued by companies admitted to do business in California, rated "A" or better in the most recent edition of Best's Key Rating Guide, and only if they are of a financial category Class Vll or better, unless these requirements are waived by the Risk Manager of CITY ("Risk Manager") due to unique circumstances. ln the event the Risk Manager determines that the work or services to be performed under this Agreement creates an increased or decreased risk of loss to CITY, the CONSULTANT agrees that the minimum limits of any insurance policies or performance bonds required by this Agreement may be changed accordingly upon receipt of written notice from the Risk Manager; provided that CONSULTANT will have the right to appeal a determination of increased coverage by the Risk Manager to the City Council of CITY within 10 days of receipt of notice from the Risk Manager.
19. CONFLICT OF INTEREST
No officer or employee of the CITY may have any financial interest, direct or indirect, in this Agreement, nor may any officer or employee participate in any decision relating to the Agreement that affects the officer or employee's financial interest or the financial interest of any corporation, partnership or association in which the officer or employee is, directly or indirectly interested, in violation of any law, rule or regulation.
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B No person may offer, give, or agree to give any officer or employee or former officer or employee, nor may any officer or employee solicit, demand, accept, or agree to accept from another person, a gratuity or an offer of employment in connection with any decision, approval, disapproval, recommendation, preparation or any part of a program requirement or a purchase request, influencing the content of any specification or procurement standard, rendering of advice, investigation, auditing, or in any other advisory capacity in any way pertaining to any program requirement, contract or subcontract, or to any solicitation or Quote.
NOTICE
A. All notices, requests, demands, or other communications under this Agreement will be in writing. Notice will be sufficiently given for all purposes as follows:
Personal delivery. When personally delivered to the recipient, notice is effective on delivery.
First Class mail. When mailed first class to the last address of the recipient known to the party giving notice, notice is effective three mail delivery days after deposit in a United States Postal Service office or mailbox.
Certified mail. When mailed certified mail, return receipt requested, notice is effective on receipt, if delivery is confirmed by a return receipt.
Overnight delivery. When delivered by an overnight delivery service, charges prepaid or charged to the sender's account, notice is effective on delivery, if delivery is confirmed by the delivery service.
Facsimile transmission. When sent by fax to the last fax number of the recipient known to the party giving notice, notice is effective on receipt. Any notice given by fax will be deemed received on the next business day if it is received after 5:00 p.m. (recipient's time) or on a non-business day.
6. Addresses for purpose of giving notice are as follows Kitchell/CEM, lnc.
2450 Venture Oaks Way, Suite 500
Sacramento, CA 95833
Fax: N/A
20. 1
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CITY City Clerk
City of Torrance
3031 Torrance Boulevard
Torrance, CA 90503
Fax: (310) 618-2931
Any correctly addressed not¡ce that is refused, unclaimed, or undeliverable because of an act or om¡ss¡on of the party to be notified, will be deemed effective as of the first date the notice was refused, unclaimed or deemed undeliverable by the postal authorities, messenger or overnig ht delivery service.
c Either party may change its address or fax number by giving the other party notice of the change in any manner permitted by this Agreement.
PROHIBITION AGAINST ASSIGNMENT AND SUBCONTRACTING
This Agreement and all exhibits are binding on the heirs, successors, and assigns of the parties. The Agreement may not be assigned or subcontracted by either CITY or CONSULTANT without the prior written consent of the other.
INTEGRATION : AMENDMENT
This Agreement represents the entire understanding of CITY and CONSULTANT as to those matters contained in it. No prior oral or written understanding will be of any force or effect with respect to the terms of this Agreement. The Agreement may not be modified or altered except in writing signed by both parties.
23. INTERPR ETATION
The terms of this Agreement should be construed in accordance with the meaning of the language used and should not be construed for or against either party by reason of the authorship of this Agreement or by any other rule of construction that might othenruise apply. To the extent that the terms of the RFQ or the Quote are inconsistent with the terms of this Agreement, the terms of this Agreement shall control.
24. SEVERABILITY
lf any part of this Agreement is found to be in conflict with applicable laws, that part will be inoperative, null and void insofar as it is in conflict with any applicable laws, but the remainder of the Agreement will remain in full force and effect.
25. TIME OF ESSENCE
Time is of the essence in the performance of this Agreement
26. GOVERNING LAW: JURISDICTION
This Agreement will be administered and interpreted under the laws of the State of California. Jurisdiction of any litigation arising from the Agreement will be in Los Angeles County, California.
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COMPLIANCE WITH STAT
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CONSULTANT will be knowledgeable of and will comply with all applicable federal, state, county and city statutes, rules, regulations, ordinances and orders
28. WAIVER OF BREACH
No delay or omission in the exercise of any right or remedy by a nondefaulting party on any default will impair the right or remedy or be construed as a waiver.
A party's consent or approval of any act by the other party requiring the first party's consent or approval will not be deemed to waive or render unnecessary the other party's consent to or approval of any subsequent act. Any waiver by either party of any default must be in writing and will not be a waiver of any other default concerning the same or any other provision of this Agreement.
29. ATTORNEY'S FEES
Except as provided for in Paragraph 15, in any dispute, litigation, arbitration, or other proceeding by which one party either seeks to enforce its rights under this Agreement (whether in contract, tort or both) or seeks a declaration of any rights or obligations under this Agreement, the prevailing party will be awarded reasonable attorney's fees, together with any costs and expenses, to resolve the dispute and to enforce any judgment.
30. EXHIBITS
All exhibits identified in this Agreement are incorporated into the Agreement by this reference.
31. CONSULTANT'S TO EXECUTE
The persons executing this Agreement on behalf of CONSULTANT warrant that (i) CONSULTANT is duly organized and existing; (ii) they are duly authorized to execute this Agreement on behalf of CONSULTANT; (iii) by so executing this Agreement, CONSULTANT is formally bound to the provisions of this Agreement; and (iv) the entering into this Agreement does not violate any provision of any other Agreement to which CONSULTANT is bound.
32. PUBLIC RECORDS ACT
Any documents submitted by the CONSULTANT all information obtained in connection with the CITY's right to audit and inspect the CONSULTANT's documents, books, and accounting records pursuant to paragraph 14 CONSULTANT's Accounting Records; Other Project Records; as well as those documents which were required to be submitted in response to the Request for Quotes (RFO) used in the solicitation process for this Contract, become the exclusive property of the City. All such documents become a matter of public record and shall be regarded as public records. Exceptions will be those elements in the California Government Code Section 7920.000 et seq. (Public Records Act) and which are marked "trade secret", "confidential", or "proprietary" The CITY shall not in any way be liable or responsible for the disclosure of any such records including, without limitation, those so marked, if disclosure is required by law, or by an order issued by a court of competent jurisdiction. ilt
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Docusign Envelope lD: 678DFDF1 -9D25-44EC-437 1 -7 1 59D31 4E021 ln the event the CITY is required to defend an act¡on on a Public Records Act request for any of the aforementioned documents, information, books, records, and/or contents of a Quote marked "trade secret", "confidential", or "proprietary", the CONSULTANT agrees to defend and indemnify the CITY from all costs and expenses, including reasonable attorney's fees, in action or liability arising under the Public Records Act.
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CITY OF TORRANCE,
a municipal corporation
by:
ûran
Aram City Manager
APPROVED AS TO FORM:
PATRICK Q. SULLIVAN
Gity Attorney
by:
By: (,t)
Gale
Deputy City Attorney
Attachments: Exhibit A
Exhibit B
Rev.0718
Kitchell/CEM, lnc.
a California corporation
By:
Vice President of Operations
Request for Quotes for On-Call Design and
Construction Administration Services,
RFQ No. 2A24-04088
Kitchell/CEM, lnc.'s Quote
by:
By:
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EXHIBIT A
REQUEST FOR QUOTES FOR ON-CALL DESIGN AND CONSTRUCTION
ADM¡NISTRATION SERVICES, RFQ NO. 2024-O4O8B
lTo be attachedl
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Gity of Torrance, General Services Department
Request for Quotation - Not an Order
Buyer: Sally Kyung, [email protected]
Quotation Due By: Noon, April 8th 2024. Late Quotations Will Not Be Evaluated.
Ref: On-Gall Design and Construction Administration Services This RFQ is requesting quotes from qualified vendors for On-Call Design and Gonstruction Administration Services. This RFQ is intended to be as descriptive as possible. However, Proposers may not take advantage of omissions or oversights in this document. Proposers must supply products and services that meet or exceed the requirements of this RFQ. ln the event of a dispute over installation or performance, the needs of the City of Torrance will govern. Quotations must be submitted on this form filled out completely. Vendors that do not fill out the City RFQ form will not be considered.
The City of Torrance:
The City of Torrance is on the western side of Los Angeles County. lt is boarded by the Palos Verdes Peninsula on the south, the City of Gardena on the north, the City of Redondo Beach on the north and west boundaries, the City of Lomita on the east and the Pacific Ocean on the west. The City encompasses an area of approximately 21 square miles, 329 miles of Streets, 1870 intersections, 550 miles of sidewalks, 47,000 Street Trees, 6 Public Libraries, a Municipal Airport, Transit System, 46 Parks & Recreation Amenities, 6 Fire Stations, 1 Police Station and 1 Police Community Center, and has an estimated population of approximately 146,115, which makes Torrance one of the top 10 cities in Los Angeles County in regards to population.
The successful Vendor will be issued a Purchase Order for the services required and will include the terms and conditions attached to this RFQ.
The State of California Senate Bill 7 (S87)for prevailing wage applies to construction contracts over $25,000 and contracts for alteration, demolition, repair, and maintenance over $15,000. There are no exemptions.
List and describe all applicable fees. Fees not listed below will not be authorized for payment on any invoices throughout the term of the purchase order.
The vendor must provide certificates of insurance and/or endorsements indicating appropriate coverage to the City of Torrance General Services Department before a Purchase Order. The CITY, the City Council and each member thereof, members of boards and commissions, every officer, agent, official, employee, and volunteer must be named as additional insured under the automobile and general liability policies.
Prior to the issuance of a purchase order, the vendor must submit to the City of Torrance General Services Department proof of a City of Torrance Business License if your company is located in the City of Torrance; will physically be working in the City of Torrance; or will be using your own vehicles to deliver to the City of Torrance. For additional information and licensing requirements, please contact the City of Torrance Business License Office at (310) 618-5923.
Fiscal Year Funding: Each payment obligation of the City is conditioned upon the availability of state or local government funds which are apportioned or allocated for the payment of such an obligation. lf the funds are not allocated and available for the continuance of the function performed by the Vendor, the product or service directly or indirectly involved in the performance of that function may be terminated by the City at the end of the period for which funds are available.
The City reserves the right to revise or amend these specifications prior to the date set for opening 1 a
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proposals. Revisions and amendments will be identified by an addendum to this RFQ. lf the revisions require additional time to enable vendors to respond, the City may postpone the opening date accordingly. ln such case, the addendum will include an announcement of the new proposal submittal due date.
The successful vendor will be issued a Purchase Order or a Contract Agreement for the services required and will include the terms and conditions attached to this RFQ.
Questions:
Questions Regarding this RFQ Must be Submitted on PlanetBids. The deadline to submit questions is 12:00P.M. Noon Pacific Time on Monday, April 1st,2024. No questions via telephone. No questions submitted after deadline.
Evaluation of Proposals:
The City will be the sole determiner of suitability to the City's needs. Proposals are rated according to their completeness and understanding of the City's needs, conformance to the requirements of the technical specifications, compatibility with the City's current technology and operations, prior experience with similar scope of work, financial capabilities, delivery, and cost. Cost including any ongoing maintenance and support cost are reviewed to determine which proposal best meets the needs of the City.
The City will take into consideration a local Torrance vendor sales tax rebate of 1o/o for proposals submitted by a Torrance vendor that include a material component.
ïhe City's project evaluation team will evaluate proposals based on the evaluation criteria listed below. Points will be assigned to each criterion up to a maximum of 100 points. Proposals will be ranked and that ranking will be made public.
Subsequently, the City may interview a qualified Firm, prior to deciding whether to recommend the award of an Agreement.
Description of Evaluation Criteria Possible Points
Understanding of Work to be Performed (the Scope of Services) 20 Experience, Performance, and Approach with On-Call Services 25 Firms and Professional Staff Qualifications 25
References/Satisfaction of Clients 15
Completeness, Quality, and Value of Proposal 15
Maximum Total Points = 100
PART I - EVALUATION OF PROPOSALS: After receipt of proposals for this project, the City's project evaluation committee will evaluate proposals based on the criteria listed below (with exception of cost), and develop a short list of qualified Firms. The firms on this shortlist will be invited to interview with the City.
PART ll - INTERVIEW: At the time of the interview, invited Firms must submit a detailed fee proposal that includes a cost for each task of the project using the tasks outlined in the Scope of Work section of the RFQ Firms may list any additional services and associated costs that are not covered in the City's scope of work.
These items should be listed separately from those specifically requested so they may be considered. a
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Submittal Form:
Prospective bidders must submit bids in electronic only format at https:/lpbs)¡stem.planetbids.com/portali47426loortal-home; The quotes must be made on the form provided and uploaded on PlanetBids.
Scan and attach the following required documents to your eBid. This list may not be all-inclusive; additional items may be required elsewhere in bid specifications. Failure to provide required documents with bid may cause the bid to be deemed non-responsive.)
lf an individual makes the quote, it must be signed by that individual, with an address and telephone number. lf made by a business entity, it must be signed by an authorized person that executes binding agreements and contracts. A full business address and telephone are required.
Blank spaces on the quote form must be completed using ink, indelible pencil, typewriter or digitally. The text of the proposalform must not be changed and no additions. Any unauthorized conditions, limitations, or provisos attached to a proposalwill render it informal and may cause its rejection. Alterations by erasure or interlineations must be explained or noted in the proposal form over the signature of the Proposer.
Payments:
Complete payment on the contract price will be made in approximately thirty (30) days from date of delivery, or completion and acceptance, unless otherwise provided for in Proposer's proposal or in these specifications.
Payments will be made upon verification and acceptance by the City of contract services performed and upon the City's receipt of a correct invoice.
Errors and Omissions:
The proposer may not take advantage of any errors and/or omissions in these specifications or in the proposer's specifications submitted with its proposal. lf there are errors or omissions, you will be notified.
Rese¡vation:
The City reserves the right to revise or amend these specifications prior to the date set for opening proposals Revisions and amendments will be identified by an addendum to this RFQ. lf the revisions require additional time to enable vendors to respond, the City may postpone the opening date accordingly. ln such case, the addendum will include an announcement of the new proposal submittal due date.
Attach all addenda to the proposal. Failure to attach any addendum may render the proposal non-responsive and cause for rejection.
The City reserves the right to award a contract to a company solely based on the initial proposal submitted.
The City reserves the right to require more information and clarification on information submitted in the proposal to complete the evaluation.
The City Council reserves the right to reject any and all proposals received, to take all proposals under advisement for a period not to exceed ninety (90) days after the date of the opening, to waive any informality on any proposal, and to be the sole judge of the relative merits of the material and or service mentioned in the respective proposals received. The City reserves the right to reject any proposal not accompanied with all data or information required.
This Request for Proposals does not commit the City to award a contract or to pay any cost incurred in the preparation of a proposal. All responses to this RFQ document become the property of the City of Torrance. 3 112
The City reserves the right to examine allfactors bearing on a Proposer's ability to perform the services under the contract. The City reserves the right to reject any proposal not accompanied with all data or information required. The City reserves the right to cancel this solicitation, without penalty, at its sole discretion.
Contractor Registration the State of Galifornia Senate B¡ll 854 (S8854):
No contractor or subcontractor may be listed on a bid proposal for a public works project unless registered with the Department of lndustrial Relations pursuant to Labor Code section 1725.5 No contractor or subcontractor may be awarded a contract for public work on a public works project unless registered with the Department of lndustrial Relations pursuant to Labor Code section 1725.5. a
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a Public works refers to construction, alteration, demolition, installation, or repair work (including maintenance) done under contract and paid by public funds
o This project is subject to compliance monitoring and enforcement by the Department of lndustrial Relations. . All contractors and subcontractors must furnish electronic certified payroll records directly to the Labor Gommissioner (aka Division of Labor Standards Enforcement). . For additional information and to register online go to http://w\ryw.dir.ca.qov/Public- Works/PublicWorks. html
I ndependent Gontractor
The successful proposer will at all times remain to the City, a wholly independent contractor. Neither the City nor any of its agents will have control over the conduct of the Contractor or any of the Contractor's employees, except as otherwise set forth in the awarded Agreement. The Contractor's agents and employees are not and will not be considered employees of the City for any purpose. The Contractor may not, at any time or in any manner, represent that it or any of its agents or employees are in any manner agents or employees of the City.
The City has no duty, obligation, or responsibility to the Contractor's agents or employees under the Affordable Care Act. The Contractor is solely responsible for any tax penalties associated with the failure to offer affordable coverage to its agents and employees under the Affordable Care Act and any other liabilities, claims and obligations regarding compliance with the Affordable Care Act with respect to the Contractor's agents and employees. The City is not responsible or liable for the Contractor's failure to comply with the Contractor's duties, obligations, and responsibilities under the Affordable Care Act. The Contractor agrees to defend, indemnify and hold the City harmless for all taxes and penalties that may be assessed against the City because of the Contractor's obligations under the Affordable Care Act relating to the Contractor's agents and employees.
Suspension of Procurement:
The City may suspend, in writing all or a portion of the procurement of materials or services pursuant to this RFQ and subsequent contract agreement, in the event unforeseen circumstances make such procurement impossible or infeasible, or in the event, City should determine it to be in the best interest of City to cancel such procurement of services or materials.
ln the event of termination, selected Proposer will perform such additional work as is necessary for the orderly filing of documents, and closing of project.
Notice of lntent to Award
The City will notify all proposer's of its intent to award. Results will be posted on Planetbids https ://obsvstem. pla netbids.cor¡/portal/47426lpor1al-honre 4 113
Scope of Service:
BACKGROUND
The City of Torrance ("City") is seeking experienced on-call Design and Construction Administration Services proposals from qualified firms or teams of consultants for any City-related projects and activities, including those approved in the City's Capital lmprovement Plan. Qualified firms shall provide professional services on an "on-call" basis for projects to be determined during the contract term. Up to five (5) consulting firms and three (3) principal consultants may be selected to provide as-needed services to assist the City with project design, development, permitting, and construction. The contract will be for a minimum 3-year term, with the option to extend two additional one-year terms. The City will issue task orders for each project based on the scope of services, qualifications, work schedule, and service cost. The City may solicit proposals from two or more pre-qualified consultants.
The City anticipates a steady amount of construction activity at City facilities, including but not limited to parks, community centers, fire stations, libraries, and civic center facilities. The City seeks on-call Design and Construction Services in the following areas:
. General architectural/engineering-related developments . Technical plan check for architectural/engineering documents , Creating and or reviewing plans complying with applicable Federal, State, County and local building code regulations
. Review of general on-site constructability conditions, including land use and as-builts . Construction administration management
Proposers are encouraged to focus on their areas of strength and are not required to team with multiple sub- consultants to cover all potential types of projects. Vendors may be selected to accomplish a portion, or all phases listed below. The on-call services may focus on any or all phases listed below:
o Phase 1: Site Analysis and Assessment
o Conduct a site assessment and prepare any relevant reports for evaluation. . Phase 2: Preliminary Design
o Conduct a site and facility assessment to provide recommendations for improvements with preliminary construction cost estimates.
. Phase 3: Final Design / Bid Ready Documents
o Prepare final bid-ready design and specification documents for construction. . Phase 4: Bidding / Construction
o Assist the City with responses to inquiries from prospective bidders while ensuring the project is implemented per the approved set of plans.
. Phase 5: Post Construction Phase
o Deliver a final completed project to the City that complies with all applicable codes, standards, and requirements per City regulations.
Selected proposer(s) will have a Master On-Call Design and Construction Administration Services Agreement established. The Agreement does not guarantee work under the agreement; it simply qualifies those on the list to be called upon during the three-year period for work as needed. The selected companies may develop projects from the conceptual planning stage to project closing. The scope of work includes but is not limited to project studies, preliminary designs, construction plans and specifications, project estimates, construction support, and all services associated with project development.
The scope of work includes, but is not limited to, the following:
. Provide staff and services on an on-call, as-needed basis. e Conduct an initial assessment of the project requirements, goals, and constraints. . Provide design and/or construction management services to repair and replace City infrastructure.
5 114
. Review existing project documentation, plans, and specifications. . Conduct bid/project manual/scope of work review and provide any recommendations. . Review the final contract between the owner and Contracto(s). . Work with development teams in the implementation of projects, including project management, liaison with development teams, and serving as the City representative in project implementation. . Provide in-house personnel or sub-consultants for civil, geotechnical, mechanical, electrical, and landscaping architecture.
. Provide the full range of Professional Property Surveying, Design and Construction Administrative Services, including preliminary studies, public outreach, drawings, specifications, estimates, and other professional services.
. Review and develop standard plans and specifications. o Respond to plan check comments for building permits, planning entitlements, grading permits, and encroachment permits.
. During construction, visit on-site; review material submittals, shop drawings, and test results; respond to RFls; draft change orders; and review pay estimates. . Conduct inspections to ensure work complies with specifications and standards. . Conduct site visits to observe work progress and verify compliance with code and readily available approved construction documents.
. Provide status report updates to the Administrative Services Division. o Coordinate project closeout activities, final inspections, and provide project documentation and deliverables.
Typical projects may include:
. General new facility construction or improvements
. General ADA improvements of driveways, sidewalks, curbs, gutters, paths of travel, striping and signage procuremenVinstallation
. Backup generator installations
. General plumbing improvements and water heater replacements . Upgrades and repairs to walking decks, stairs, and ramps . lnstallation and replacement of HVAC equipment
. Overallbuilding,façade, lightingimprovements
. Restroom renovations/prefabrications
. Roof replacements/fall protection safety systems
. Window and Door installation/replacements may include abatement services . Demolition of existing structures and rough grading for future development o Recreation parks and sports field improvements
. Renovations of library facilities' interior and exterior . Municipal airport capital improvements
¡ Electric&alternative-powered vehicle infrastructuredevelopment Task Orders:
The selected proposers shall be contacted to initiate a task order under the Master On-Call Design and Construction Administration Services Agreement to identify the specific location(s) and work items.
1. Under the Master On-Call Design and Construction Administration Services Agreement (Master Service Agreement), all work shall be initiated only by issuance of fully executed task order(s) by the City 6 115
Manager or their Contracting Designee.
2. The work to be performed under these orders must be within the scope of the original Master Service Agreement.
3. The City is only liable for labor hours and costs expended under the terms and conditions of the Master Service Agreement to the extent that a fully executed task order has been issued and covers the required work and costs.
4. Charges for any work not authorized shall not be allowed.
5. For each task order under the Master Service Agreement, the City Manager or their designee shall seek proposals from one or more consultants. The request will contain a description of the tasks to be achieved, a schedule for completion of the task order, and deliverables to be provided by the consultant.
6. The consultant shall submit a proposal defining the technical approach to complete the task order, work schedule, and proposed cosVprice.
7. Task orders will be considered fully executed upon the City Manager's or designee's signature. The consultant shall begin work on the task order by the effective date of the order.
The consultant shall notify the City of any instructions or guidance that may impact the task order's cost, schedule, or deliverables. The City must formally modify the task order before making any changes.
PROPOSED FEE/RATE SCHEDULE
A detailed fee proposal with an all-inclusive schedule of rates for each proposed personnel that may be required to complete an assigned task shall be provided. The fee/rate schedule shall identify an hourly rate schedule for the proposed personnel members that may be utilized to complete an assigned task. The rate schedule shall also include fees and expenses related to photocopying, postage, travel, etc. (i.e., Reimbursement expenses); no additional reimbursements will be provided. To the extent that a prime consultant contemplates the use of sub- consultants to perform the described services on the proposer's behalf, the firm shall include the name and resume of the sub-consultant(s) identifying all sub-consultants and state the fee for each sub-consultant in the Fee/Rate Schedule. The schedule shall include hourly rates for all personnel. The consultanVfirm will agree to fixed hourly rates set forth in their respective proposal for three (3) years, with an option of renewing for two (2) consecutive one (1)yearterms. Pricing forthe option years wíll be negotiated, and any proposed fee increases will not exceed five percent (5%) per year.
Proposal Requirements:
The proposal shall address all the information requested herein. To achieve a uniform review process and obtain the maximum degree of comparability, proposals must be organized and contain all information as specified below:
A. Gover Letter: Maximum of two pages serving as an introduction of the consultant/firm and summary of professional qualifications, to include an understanding of the scope of services describing the general approach, organization, and staffing required for the services requested.
B. Brief Consultant/firm Profile: General consultant/firm information includes number of employees, location of consultant/firm headquarters and branch offices, years in business and organization, disciplines, and staffing. Describe the general qualifications of the firm as they relate to the work proposed with this RFQ.
C. Organization and Staffing: This section shall contain names, contact numbers, and descriptions of experience, including licenses and/or certifications, of all key personnel assigned to perform the Services. Members of the ConsultanVfirm's professional team (managers, contact person, etc.) should be identified by name and title and include contact phone numbers. lnclude major sub-consultants (if any) and their degree of involvement in this program. lf the firm consists of any sub-consultants, it shall 7 116
identify how long it has worked with them. lnclude resumes for all key individuals.
D. Description and Approach: The proposalshould demonstrate the Consultant's knowledge of the needs and objectives of the work proposed under this RFQ. Provide a summary of similar projects, as listed in attachment A, on which the consultant or consultant team has experience. For each listed project, please provide the following information:
. Project name and location.
' Name of project owner and/or client.
. Role of the firm and a description of the services provided. . Role of each key team member who worked on the project. . Approximate dates services were provided.
. Project references (two contacts per project, including current telephone numbers). lnclude similar information for all City of Torrance projects where the firm/team has provided design services in the last five years, completed or ongoing.
E. Gost Proposal: The Fee Proposal shall be presented in a table format organized by key service categories proposed. lt shall consist of a schedule of fully burdened hourly rates for each consultant staff, sub-consultant providing the proposed Professional Services, and, as applicable, laboratory services unit prices. The Fee Proposal shall also include sub-consultant markup and, as applicable, hourly rates for equipment. (Proposer may reference Attachment D as a sample of an acceptable fee/rate schedule).
F. Résumé, Relevant Projects/Services with References: Provide résumés of the individual(s) from the Proposer's firm or entity that will be directly responsible for carrying out the contract, three references for recent similar services to include name, address, contact person, and phone number of the municipality/ConsultanVfirm, length of time services were provided, and a description of the services offered.
The City reserves the right to amend the RFQ by addendum before the final proposal submittal date.
Term: The initial contract will be for a period of three (3)years from July 1,2024 to June 30,2027 B
117
PROPOSAL SUBMITTAL
FAILURE TO COMPLETE ALL ITEMS IN THIS SECTION MAY INVALIDATE QUOTE. ln accordance with your "Request for Quote (RFQ)", the following proposal is submitted to the City of Torrance RFQ Submitted By:
Name of Company
Street Address City Zip Code
Telephone Number Fax Number
Printed Name/Title E-MailAddress
Signature
Form of Business Organization: Please indicate the following (check one) n Corporation Partnership Proprietorship er:
Do you have a Parent Company? N Yes,
(Name of Parent Company)
Do you have any Subsidiaries? No Yes,
(Name of Subsidiary Company)
Date
I
118
Proposal Submittal Continued
Years in business under your current name and
form of business organization? (F¡llin)
lf less than three (3) years and your company
was in business under a different name, what
was that name? (Flllin)
name
Professional Engineering or Architectural
Licensure by the State of California lssued by
Printed Name:
Title
Telephone:
Please indicate the addenda information you have received regard¡ng this RFP.
E-MailAddress
Addendt¡m No. Date Received
Addenda were received regarding this RFP
(PrhtName)ancl Dato
No Addenda were received regarding this RFP
The City of Torrance Payment terms are Net 30.
The City does not make pre-payments or pay upon
lniüal
Do you offer any discounted invoice terms?
No or.Yos (provide detalls)
1 10
119
e name serve as
Name
Title
Street Address:
City:
Zip Code
Phone Number:
Fax Number:
E-MailAddress
this contract.Please the name of the individualwho will be responsible for Name:
Title
Street Address:
City
Zip Code
Phone Number:
Fax Number:
E-MailAddress
of the individual willbe this contract.Please the for
Name
Title
Street Address
City:
Zip Code
Phone Number:
Fax Number:
E-MailAddress:
Additional Notes (if any):
11 120
lf awarded, will you be using sub-consultants to carry out the scope of work required in this RFP? No, we will not be using any sub-consultants
for this proiect.
Yes, we will be using sub-consultants and
have listed their contact information below
Consultant or Firm Name:
Type of consulting work performed
Street Address
City
Zip Code:
Type of work being Performed
Please explain the working relationship between
your company and the sub-consultants.
Consultant or Firm Name:
Type of consulting work performed:
Street Address:
City:
Zip Code:
Type of work beino Performed:
Please explain the working relationship between
Consultant or Firm Name:
co and the sub-consultants.
Type of consulting work performed
Street Address:
City:
Zip Code
Type of work being Performed
Please explain the working relationship between
Consultant or Firm Name:
and the sub-consultants.
Type of consulting work performed
Street Address:
City:
Zip Code:
Type of work being Performed:
Please explain the working relationship between
your company and the sub-consultants.
12 121
Proposal Submittal Continued
Vendor Name:
Background and Recent Experience with Similar Projects:
ln the space below, please provide a narrative explaining your background and recent experience with similar projects as the scope of work identified in this RFQ. (Please attach additional sheet if needed.) 13 122
Please attach information regarding your background and recent experience with similar projects as the scope of services identified in this RFP. This information should reflect those projects indicated in your the background qualifications. lnformation should include the following:
Project Description Overview
Project AgencyiOwner
Duration of Design Period (total count of months
or years from start to competition)
Project Timeline (total count of months or years
from start to competition)
Complete Project Scope
Project Scope (vour firm's portion of work)
Estimated Project Cost to construct
Actual Project Cost to construct
Project Contact (please confirm contact
information is current prior to submitting)
. Name
o Address
. Phone Number
o EmailAddress
14 123
Proposal Submittal Continued
Vendor Name:
Work Plan for Each Required Task:
ln the space below, please provide a narrative explaining your background and recent experience with similar projects as the scope of work identified in this RFQ. (Please attach additional sheet if needed.) 15 124
Proposal Submittal Continued
Vendor Name:
Firms submitting submittals should meet the following minimum qualifications. Please answer "yes" or "no", and include an explanation, as needed.
1. Respondent has a liability insurance policy with a policy limit amount as required on the Sample Consulting Services Agreement or a statement from their broker that the Respondent can have such insurance in place after notice of award.
Yes No
2. Respondent has a current workers' compensation insurance policy as required by the Labor Code or is legally self-insured pursuant to Labor Code section 3700 ET. Seq. or is exempt because Respondent has no employees. Respondent has continuously had workers' com pensation i nsu rance or state-approved self-i nsu rance.
Yes No Exempt
3. Respondent has an automobile liability insurance policy with a policy limit per claim amount consistent with the Sample Consulting Services Agreement or a statement from their broker that the Respondent can have such insurance in place after notice of award.
Yes No
4. At any time during the last five years, has your firm, or any of its owners or officers been convicted of a crime involving the bidding, awarding or performance of a government contract or agreement? Yes No
5. ls your firm currently in a bankruptcy case, in Chapter 11 , an applicant for Chapter 11 , or an adjudicated bankrupt?
Yes
6. Does the ConsultanUfirm have any existing or potential conflicts of interest with the City? Yes* No
*lf yes, attach a statement detailing the conflicts of interest.
No
16 125
Proposal Submittal Continued
Vendor Name:
References:
Please supply the names of companies/agencies for which you recently supplied comparable goods/services as requested in this RFQ. A minimum of three (3) references is required; additional references are optional.
References from public agencies are preferred. Do not include the City of Torrance as a reference for this RFQ.
Name of CompanyiAgency:
Street Address:
City, State, Zip Code:
I
What ProducVService did you provide
to this Company/Agency?
Name of Person to Contact:
Phone Number of Contact:
Email Address of Contact:
2 Name of Company/Agency:
Street Address
City, State Zip Code:
What ProducVService did you provide
to this Company/Agency?
Name of Person to Contact:
Phone Number of Contact:
Email Address of Contact:
3 Name of Company/Agency:
Street Address:
City, State Zip Code
What ProducUService did you provide
to this Company/Agency?
Name of Person to Contact:
Phone Number of Contact:
Email Address of Contact:
17 126
Proposal Submittal Continued
Consultants are required to answer each of the quest¡ons listed below. You must indicate below that you have provided this information in your proposal submittal. You must attach additionalsheets to your RFP submíttal describing in detailthe service you are proposing.
RFP Submlttal Ghecklist
lndicate what page in your
proposal you have answered this
question.
Did you review all attachments, including the Sample Consulting Services Agreement, as part of this RFP? n Yes ! ¡lo
Did you include a signed Affidavit Form with your RFP Submittal? f] Yes ! ¡,lo !ves!ruo
Did you include proof of Professional Engineering or Architectural Licensure by the State of California?
Did you complete a proposal as described in the RFP Requirements? n yes [ ¡,to Did you include all addenda if any issued by the City? ! Yes n rrlo Did you include References?
n ves n ¡,lo
Did you complete allthe sections? n YesI no
Did you attach additional sheets to answer the Background and Recent Experience with Similar Projects information of this RFP? n ves n rr¡o Did you include resumes of the appropriate qualified candidates? fl Yes [ ¡to Did you provide proof of ability to comply with the applicable codes to this project and how you will ensure compliance? n Yesn no
18 127
Proposal Submittal Continued
By signing the price quote below, the contractor
confirms that the price quoted includes all of the
requirements listed in this Request for Quotation
By
(Signature)
Printed Name
Company
Street Address
City, State, Zip
Telephone (_) -
E-Mail:
Date:
The City standard terms are Net 30.
Do you offer discounted lnvoice Terms? f] No, lf
Yes, what are your lnvoice Terms
City of Torrance Business License #
Prior to the award of a Purchase Order, you are
required to have a City of Torrance Buslness
License if your company is located ín the City of
Torrance; will physically be working in the City of
Torrance; or will be using your own vehicles to
deliver to the City of Torrance. For additional
informatíon and licensing requirements, please
contact the City of Torrance Business Lícense
Office at (310) 618-5923.
19 128
STATE OF CALIFORNIA
COUNTY OF LOS ANGELES
ATTACHMENT 1
PROPOSER'S AFFIDAVIT
being first duly sworn deposes and says:
1. That he/she is the
(Title of Office) (Name of Company)
Hereinafter called "proposer", who has submitted to the City of Torrance a proposal for (Title of RFP)
2. That the proposal is genuine; that all statements of fact in the proposal are true;
3. That the proposal was not made in the interest or behalf of any person, partnership, company, association, organization or corporation not named or disclosed;
4. That the Proposer did not, directly or indirectly, induce solicit or agree with anyone else to submit a false or sham proposal, to refrain from proposing, or to withdraw his proposal, to raise or fix the proposal price of the Proposer or of anyone else, or to raise or fix any overhead, profit or cost element of the Proposer's price or the price of anyone else, and did not attempt to induce action prejudicial to the interest of the City of Torrance, or of any other Proposer, or anyone else interested in the proposed contract;
5. That the Proposer has not in any other manner sought by collusion to secure for itself an advantage over the other Proposer or to induce action prejudicial to the interests of the City of Torrance, or of any other Proposer or of anyone else interested in the proposed contract;
6. That the Proposer has not accepted any proposal from any subcontractor or materialman through any proposal depository, the bylaws, rules or regulations of which prohibit or prevent the Proposer from considering any proposal from any subcontractor or material man, which is not processed through that proposal depository, or which prevent any subcontractor or materialman from proposing to any contractor who does not use the facilities of or accept proposals from or through such proposal depository;
7. That the Proposer did not, directly or indirectly, subrnit the Proposer's proposal price or any breakdown thereof, or the contents thereof, or divulge information or data relative thereto, to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof, or to any individual or group of individuals, except to the City of Torrance, or to any person or persons who have a partnership or other financial interest with said Proposer in its business.
L That the Proposer has not been debarred from participation in any State or Federal works project.
Dated this _day of 20
(Proposer Signature)
(Title)
1 129
ATTACHMENT2
CONSULTING SERVICES AGREEMENT
SEPARATE
DOGUMENT
2 130
ATTACHMENT 3
SAMPLE TASK AUTHORIZATION
TASK AUTHORIZATION
Date
Company Name &
Address & Fax
Subject: Task Authorization for Agreement No. XX-XXXX
You are authorized to proceed with the service described in this correspondence in an amount not to exceed $XXXXX. This Task Authorization is in accordance with the terms of the Master On-Call Design and Construction Administration Services Agreement. Please cite Task Order #01-01 on invoice(s) for this Task.
Task Description
4. Task Budget1 Requestor:
5. Start DateiEnd Date:2 Date of Request
6. Task Order #: 01-013 PO#:
TASKTITLE:
Scope of Services
CITY REPRESENTATIVE: DIRECTORAPPROVAL:
Name: Signature:
Name:Title:
Date Title: GeneralServices Director
APPROVALS
3 131
ATTACHMENT 4
SAMPLE PROPOSED FEE/RATE SCHEDULE
1 Principal
2 Senior ArchitecVEngineer
3 MEP Engineer
4 Project Manager
5 Registered Building Envelope Consultant
6 Reqistered Roof Consultant
7 Reg istered Waterproofing Consultant
I Registered Exterior Wall Consultant
9 Certified EIFS lnspector
10 Roof Technician
11 Field Technician
12 Clerical/Admin istrative staff
13 Drafter
14 Other:
4 132
EXHIBIT B
KITCHELL/CEM, INC.'S QUOTE
[To be attached]
133
iiirl F:Ì¡.:srtii:;
I:rrjr l":' i lt:1.:rll :,
Vendor Name
Address
Respondee
Respondee Title
Phone
Email
Vendor Type
License #
CADIR
Kitchell/CËM, lnc.
700 South Flower Street Suite 575
Los Angeles, California 90017
Untted States
Amy Echevarria (on behalf of Heather Brown)
Senior Marketing Assoc¡ate
91 6-61 4-9115
[email protected]
Electronic
04108/2024 1 0:1 5 AM (PDT)
Submitted
372216
t:r1;ii l;,3¡.-:1ii
Bid Format
Submitted
Delivery Method
Bid Responsive
Bid Status
Confìrmation #
| ì;:3i,;ill ìi jir.a i'), ;i'i r¡ r-rrlr i
,ii.ilr't, i ._ìillitrîiì I
rì I I ¡,:¡1 ;i lì t',¡:ìi ì t -'
Please find Kitchell's pnoposal to provide on-ca11 desì.gn and constnuction administnation senvices attached fon youn neview. Thank you fon the opportunity to senve the city.
File Title
0n-Call Desiqn and CA Proposal Submitlal - Kitchell
Task Authorization - Kitchell
Schedule of Fees - Kitchell
File Name
0nOall Design and CA Services Quotation_KlTCHELt pdf
Task Authorizatìon Form-Kilchell.pdf
Sample Rate Schedule_Kitchell. pdf
File Type
Proposal Submittal
Task Authorization
Schedule of Fees (Rate Schedule)
134
Discount Terms No Dtscount
Item Code TyÞe UOM QTY ljnlt Pr{cê Respon3e CommentItêm * Sætlon 1
1 2
3 4
5 6
7 I
9 t0
11 l3
14 s240.0000
s185.0000
s165.O000
s200.æ00
Prlnclpäl
Smlor Archltecl / Éngl¡ær
MEP Englhær
P¡oject Månâge¡
Registered B!ildlng Envêlope Consultant
Reg¡3terad Roof Consullant
Rêgl3lered Wôte$r@f ¡g Consultônl
Reglrtred Exlerlor Woll Consultanl
Ced¡fìed EIFS lnBpector
R@f Techhlclan
F¡eld Tæhnlclan
C¡er¡câl / Adminislrôtive Slâff
D6fler
Oths
Hourly
Hourly
Hourly
Hourly
Houdy
Hou¡ly
Hourly
Hoúrly
Hourly
Hourly
Hourfy
Hou.ly
lourly
Hourly
Item D6scr¡pilon llneTotal
s995.0000
s240.0000
s18s.0000
s16s.0000
s200.0000
s0.0000
s0.0000
s0.0000
s0.0000
s0.0000
s0,0000
s0.0000
s95.0000
s110.0000
s0.0000
s95.0000
s1 10.0000
No
No
No
No
No
No
No
No
135
Section T¡tle Line Total
Sect¡on 1 s995.0000
s995.0000Grand Total
136
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REQUEST FOR QUOTATTON
ON.CALL DESIGN AND CONSTRUCTION
ADM I N ISTRATION SERVICES
APRIL 8, 2024
137
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138
PROPOSAL SUBMITTAL
FAILURE TO COMPLETE ALL ITEMS IN THIS SECTION MAY INVALIDATE QUOTE. ln accordance with your "Request for Quote (RFQ)", the following proposal is submitted to the City of Torrance.
RFQ Submitted By:
Kitchell/CEM, lnc.
1149 S H¡ll5t.,5uite 425
Name of Company
Los Angeles, CA 90015
Street Address
916.832.3003
City Zip Code
N/A
Telephone Number
Heather Brown/EAS Department Director
Fax Number
[email protected]
Pri¡þd Name/Title
//;1-4*_,
E-MailAddress
April8,2024
Signature Date
Form of Business Organization: Please indicate the following (check one).
K] Corporation ! Partnership lJole Proprietorship lotner:
Do you have a Parent Company? !ruof v"., Kitchell Corporation (Name of Parent Company)
Do you have any Subsidiaries? No Yes,
(Name of Subsidiary Company)
I
X
139
Proposal Submittal Continued
Business History
Years in business under your current name and
form of business organization?
46 years
(Fill in)
lf less than three (3) years and your company
was in business under a different name, what
was that name?
not applicable
(F¡ll in)
License Requirements
Professional Engineering or Architectural
Licensure by the State of California lssued by:
(Attach Copy)
see the following pages for professional engineering and archítectural licenses for our lead staff members, as well as our firm's contractor's license.
Additional Contact lnformation
name at com to contact additional information.
Printed Name Heather Brown
Title: EAS Department Director
Telephone: 916.832.3003
E-MailAddress: [email protected]
Addendum Acknowledgement
Please indicate the addenda information you have received regarding this RFP Addendum No. Date Received
no formal addendum was issued by the City.
Addenda were received regarding this RFP
(Pr¡nt Name) and Date
Complete lf No Addendum lssued
No Addenda were received regarding this RFP Heather Brown I AprilB,2024 (Pr¡nt Name) and Date
PaymentTerms
The City of Torrance Payment terms are Net 30.
The City does not make pre-payments or pay upon
receipt. lnitial
Do you offer any discounted invoice terms? No
No or Yes (provide details)
KITGHEtI.EI
140
EIE=l
CONTRACTORS
STAÏE L¡CENSE BOARD
ACTIVE LICENSE
L¡*n3.Numb..950139
"",,," coRP
sur,n.¡s Nm. KITCHELL/CEM I NC
crú¡rftcû¡on(3r B C10 C20 C36
ErDrrcron D¡t. U I l3'l l¿VZ4 MM/v. csib. ca. oov
BOARD FOR PROFESSIONAL ENGINEERS, LAND SURVEYORS, AND
GEOLOGISTS
LICENSING DETAILS FOR: 31667
NAME: BROWN, HEATHER
LICENSE TYPE: MECHANICAL ENGINEÊR
IIGENSE STATUS! CLEAR
ADDiESS
315 WESTLAKE DR
WEST SACRAMENTO CA 95605
YOLO COUNTY
BOARD FOR PROFESSIONAL ENGINEERS, LAND SURVEYORS, AND
GEOLOGISTS
LICENSING DETAILS FOR: 35271
NAMË¡ RODRIGUEZ, SERGIo ALEJANDRO
LICENSE TYPE¡ MECHANICAL ENGINEER
LICENSE STATUS! CLEAR
ADI'RESS
3575 N ST
SACRAMENTO CA 95816
SACRAMENTO COUNTY
ISSUANCE DATE
JANUARY 26, 2OO1
EXPIRÂlION DATE
JUNE 30, 2025
GURRENT I'ATE / TIüE
AUGUST 21, 2023
33446PM
ISSUANCE DATE
ocToBÉR 6, 2010
EXPIRATION DATE
tvARcH 31,2025
CURRENT DAIE / TIIIE
APRTL '14, 2023
10:54:9 AM
CALI FORN IA ARCH ITECTS BOARD
LICENSING DETAILS FOR: C 33444
NAME: HALLOCK, JOHN KEVIN
LIGENSÉ TYPE: ARCHITECT
LIGENSE STATUS: CURRENT
ADDRESS
-I
2379 CALLE ALBARA #4
EL CAJON CA 9201 9
SAN DIEGO COUNTY
CALIFORN IA ARCHITECTS BOARD
LICENSING DETAILS FOR: C 35632
NAME: SCHULTZ, BRADLEY WILLIAM
LIGENSE TYPEI ARCHITECT
LIGENSE STATUS: CURRENT
ADDRESS
2014 EAST MALIBU DRIVE
TEMPE AZ 85282
OUT OF STATE COUNTY
ISSUANGI DATE
JANUARY 24,2012
EXPIRATION DATE
JANUARY 31,2025
CURRENT DATE / TIME
FEBRUARY 3, 2023
10:21:15 AM
ISSUANCE DATE
MARCH 24,2016
EXPIRATION DATE
SEPTEMBER 30,2025
CURRETIIT DATE / T¡ME
CSLEl
KTÎCHELl
JANUARY 24,2024
3:42:22 P!\Á
141
BOARD FOR PROFESSIONAL ENGINEERS, LAND SURVEYORS, AND
GEOLOGISTS
LICENSING DETAILS FOR: 39477
N^MEr PASCUAL, ANDREW l\4ANALANSAN
LlcENsE IYPEr MECHANICAL ENGINEER
LtcENSE SIAfUS:ADDRESS
CLEAR
291E WSSE¡/ANN DR
SACRAMENTO CA 95826
SACRAMENTO COUNTY
BOARD FOR PROFESSIONAL ENGINEERS,
LAND SURVEYORS, AND GEOLOGISTS
LICENSING DETAILS FOR: 13335
NAfilE¡ BACKOVICH, MlLUflN
LICENSE TYPE¡ ÉLECTRICAL ÊNGINEÊR
LICENSE STATUS¡ CLEAR
AI'¡'RESS
2457 MONTGOMERY WY
SACRAMENTO CA 95818
SACRAMENTO COUNTY
BOARD FOR PROFESSIONAL ENGINEERS, LAND SURVEYORS, AND
GEOLOGISTS
LICENSING DETAILS FOR; 14881
NAME! NEUFFER, GERALD
LICENSÉ TYPE! ELECTRICAL ENGINEER
LIGENSE STATUS:ADDRESS
CLEAR
2450 VENTURE OAKS WAY 5OO
SACRA¡¡ENTO CA 95833
SACRAIVENTO COUNTY
ISSUANGE DATE
¡ilARCH 15, 20 !9
EXPIRATION DATE
JUNE 30, 2025
CURRENT I'ATE / TIIUIE
AUGUST 21, 2023
3:37:59 Plvl
ISSUANCE DATE
FEBRUARY 10, 1995
EXPIRATION DATE
JUNE 30, 2025
CURRENT DATE / TIME
AUGUST 21, 2023
3:39:46 PIV
ISSUANCE DATE
JANUARY 26, 1990
EXPIRATION DAÍE
SEPTEMBER 30, 2024
CURRENT DATE / IIME
ocfoBER 13, 2022
11:42:16 AM
BOARD FOR PROFESSIONAL ENGINEERS,
LAND SURVEYORS, AND GEOLOGISTS
LICENSING DETAILS FOR: 38746
NAME: ELKOT, AHMAD
LICENSE TYPE: MECHANICAL ENGINEER
LICENSE STATUS:
ADDRESS
CLEAR
ISSUANGE DAÍE
DECEI\,,IBER 5, 2017
EXPIRATION DATE
MARCH 31, 2026
CURRENT DAÍE / TIME
APRIL 3, 2024'12:3:48 PM
1 0293 BECKLEY WAY
ELK GROVE CA 95757
SACRAMENTO COUNTY
KIÎCHELLE
142
Please provlde the nâme (f the individualwho will serv,e as the'Project Manager for this contract.
Name Kevin Hallock
Title Senior Architect/Project Manager
Street Address 1149 S Hill Street, Suite 425
City: Los Angeles, CA
Zip Code 90015
Phone Number: 916.614.9713
Fax Number: N/A
E-MailAddress kha [email protected]
narne for
Name Heather Brown
Title: EAS Department Director
Street Address 2450 Venture Oaks Way, Suite 500
City: Sacramento, CA
Zip Code: 95833
Phone Number: 916.832.3003
Fax Number 916.648.6534
E-MailAddress: [email protected]
Name: Don Haase
Title President
Street Address: 2450 Venture Oaks Way, Suite 500
City Sacramento, CA
Zip Code 95833
Phone Number: 916.648.9700
Fax Number: 916,648.6534
E-MailAddress [email protected]
Additional Notes (if any)
KIÎCHELI.EI
143
lf awarded, will you be using sub-consultants to carry out the scope of work required in this RFP? NoNo, we will not be using any sub-consultants
for this proiect. Yðs olNo
Yes, we will be using sub-consultants and
have listed their contact information below
Consultant or Firm Name:
Type of consulting work performed:
Street Address:
City:
Zip Code:
ïype of work being Performed.
Please explain the working relationship between
your company and the sub-consultants.
Consultant or Firm Name
Type of consulting work performed
Street Address:
City
Zip Code
Type of work being Performed
Please explain the working relationship between
Consultant or Firm Name:
and the sub-consultants.
Type of consulting work performed
Street Address
City:
Zip Code:
Type of work being Performed
Please explain the working relationship between
Consultant or Firm Name:
ur and the sub-consultants
Type of consulting work performed
Street Address:
City:
Zip Code:
Type of work being Performed
Please explain the working relationship between
your company and the sub-consultants.
KITCHELlEI
144
Proposal Submittal Continued
Vendor Name: Kitchell/CEM, lnc.
Background and Recent Experience with Similar Projects:
ln the space below, please provide a narrative explaining your background and recent experience with similar projects as the scope of work identified in this RFQ. (Please attach additional sheet if needed.) Established in 1950, Kitchell is a 100o/o employee-owned corporation dedicated to providing construction management and general contracting services in the Western United States. Our firnr's innovations in management and reliability in delivering projects on time and within or under budget have earned us a reputation for superior performance.
Since our inception T4years ago, Kitchell has completed 555 billion in public works construction. With a long history supporting California public errtities, Kitchell lras a vast amount of experience working with local agencies on new construction and renor¡ation projects with a variety of delivery methods. We are currently working with the counties of Orange, San Bernardino, Rirrersicle, Ventura, San Diego and Los Angeles, as well as multiple cities in Southern California.
Focusing on the public sector has allowed us to develop techniques targeted to its specific needs. Our methods have been very successful-more than 850ó of our,¡lork comes from repeat clients. We deliver our services using a variety of delivery strategies including agency and mr"rltiple prime Cful, construction management at risk, lease-leaseback, design-build and the traditional design-bid-build.
Over 35 years ago Kitchell established a teâm of licensed professionals to ass¡st our project managers, construction managers, ancl state, county and city governments in all technical aspects of project development. As sr"rch, we ha're been providing architectural and engineering consulting services from the inception of a project throLrgh bicl documents, construction, closeout and warranty. \lle also have schedulers, estimators, certifiecl specificatiorr writers and CADiBltul technicians in house,
Kitchell's experience on more than 60 on-call contracts throughout California prorrides us '¡rith a thorough urrderstanding of the obstacles yolr can face 'ryhen modernizing, renovating, replacing or constrLrctirlg new facilities.
Our extensive list of projects r¡rith cities, counties, state and other pubic agencies demonstrates our commitment to project success. The on-call services that ',ve typically provide includes construction management, staff augntentation, cost estimating, scheduling, rnaster plans, peer re'¡iew, constructability revierrrr, value engineering, enerç¡y audits, facility assessments, design of facility upgrades ancl improvements, architectural programming, full design and progran'ì/iproject nranagernent of specifi c prcjects.
trr,Trrfirm
145
Proposal Submittal Continued
Refer to sectiorr D. Description and Approach, beginning on Page 35, for Kitchell s project experrerrce.
Please attach information regarding your background and recent experience with similar projects as the scope of services identified in this RFP. This information should reflect those projects indicated in your the background qualifications. lnformation should include the following:
Project Descri ption Overview
Project Agency/Owner
Duration of Design Period (total count of months
or years from start to competition)
Project Timeline (total count of months or years
from start to competition)
Complete Project Scope
Project Scope (vour firm's portion of work)
Estimated Project Cost to construct
Actual Project Cost to construct
Project Contact (please confirm contact
information is current prior to submitting)
o Name
o Address
o Phone Number
. Email Address
K¡TCHEIl
146
Proposal Submittal Continued
Vendor Name: KitchelI/CEM, lnc.
Work Plan for Each Required Task:
ln the space below, please provide a narrative explaining your background and recent experience with similar projects as the scope of work identified in this RFQ. (Please attach additional sheet if needed.) Refer to Page 7 of this section, as well as section D. Description and Approach, beginning on Page 35, for Kitchell's relevant experience.
KITC H ELtE
147
Proposal Submittal Continued
Vendor Name: Kitchell/CEM, lnc.
Firms submitting submittals should meet the following minimum qualifications. Please answer "yes" or "no", and include an explanation, as needed.
1. Respondent has a liability insurance policy with a policy limit amount as required on the Sample Consulting Services Agreement or a statement from their broker that the Respondent can have such insurance in place after notice of award.
Yes No
2. Respondent has a current workers' compensation insurance policy as required by the Labor Code or is legally self-insured pursuant to Labor Code section 3700 ET. Seq. or is exempt because Respondent has no employees. Respondent has continuously had workers' com pensation i nsu rance or state-approved self-i nsu rance.
Yes No l-l exempt
3. Respondent has an automobile liability insurance policy with a policy limit per claim amount consistent with the Sample Consulting Services Agreement or a statement from their broker that the Respondent can have such insurance in place after notice of award.
Yes No
4. At any time during the last five years, has your firm, or any of its owners or officers been convicted of a crime involving the bidding, awarding or performance of a government contract or agreement? Yes No
5. ls your firm currently in a bankruptcy case, in Chapter 11, an applicant for Chapter 11, or an adjudicated bankrupt?
Yes No
6. Does the ConsultanVfirm have any existing or potential conflicts of interest with the City? ¡|_l ves. Íx Ï r,¡o
*lf yes, attach a statement detailing the conflicts of interest.
X
X
X
X
X
KITCHEtt
16 EI
148
Proposal Submittal Continued
Vendor Name: Kitchell/CEM, lnc.
References:
Please supply the names of companies/agencies for which you recently supplied comparable goods/services as requested in this RFQ. A minimum of three (3) references is required; additional references are optional.
References from public agencies are preferred. Do not include the City of Torrance as a reference for this RFQ.
Name of Company/Agency: City of San Diego
Street Address: 202 C Street
City, State, Zip Code: San cA 92101
1 What ProducVService did you provide
to this Company/Agency? Kitchell provided complete design, ADA upgrades and construction administration services to renovate and
improve three fire stations totaling 9,189 SF.
Name of Person to Contact: Monica Arredondo, Associate Civil Engineer Phone Number of Contact: 619.236.5555
Email Address of Contact: mmarredondoPsandiego.gov
2 Name of Company/Agency City of Manhattan Beach
Street Address: 3621 Bell Avenue
City, State Zip Code: Manhattan Beach, CA 90266
What ProduclService did you provide
to this Company/Agency? Kitchell provided on-call services including comprehensive facility condition assessments, feasibility studies and design services,
Name of Person to Contact: Jeff Fijalka, Senior Civil Engineer Phone Number of Contact: 310.802.5358
Email Address of Contact: [email protected]
3 Name of Company/Agency Orange County
Street Address 601 North Ross Street, 2nd Floor
City, State Zip Code: Santa Ana, CA92701
What ProducUService did you provide
to this Company/Agency? Kitchell provided a facility condition assessment, estimating, complete design, and construction administration services for renovations to the 27]00 SF City Hall building.
Name of Person to Contact: Ray Jadali, Senior Project Manager Phone Number of Contact: 714.667.8810
Email Address of Contact: Ray.Jadal [email protected]
17 ErrII|TrTn
149
Proposal Submittal Continued
Consultants are required to answer each of the questions l¡sted below. You must indicate below that you have provided this information in your proposal submittal. You must attach additionalsheets to your RFP submittal describing in detailthe service you are proposing.
RFP Submittal Ghecklist
lndicate what page in your
proposal you have answered this
question.
Did you review all attachments, including the Sample Consulting Services Agreement, as part of this RFP? ffiYesnruo
see Page 15 for comments
Did you include a signed Affidavit Form with your RFP Submittal? ffi ves n r.¡o orovided on Paoe l4
Did you include proof of Professional Engineering or Architectural Licensure by the State of California?
províded on Page 3 - 4
ffiYesnruo
Did you complete a proposalas described in the RFP Requirements? I Yes n ¡¡o Did you include all addenda if any issued by the City? IYesnruo not applicable
Did you include References?
provided on Page 11
ffi Yes n ¡¡o
Did you complete all the sections?
KvesnNo
Did you attach additional sheets to answer the Background and Recent Experience with Similar Projects information of this RFP? provided on Page 35 - 45
ffi Yes n ¡¡o
Did you include resumes of the appropriate qualified candidates? provided on Page 19 - 34
ffi Yes n ¡lo
Did you provide proof of ability to comply with the applicable codes to this project and how you will ensure compliance?
provided on Page 19
K ves n ¡lo
EFTrrrrm
150
Proposal Submittal Continued
By signing the price quote below, the contractor
confirms that the price quoted includes all of the
requirements listed in this Request for Quotation
By
(Signature)
Printed Name
Heather Brown/EAS Department Director
Company
Kitchell/CEM, lnc.
StreetAddress
1149 5 Hill 51., Suite 425
City,
Los
State,
90015
Telephone (_) -
916.832.3003
E-Mail:
[email protected]
Date: April 8,2024
The City standard terms are Net 30.
Do you offer discounted lnvoice Terms? E No, lf
Yes, what are your lnvoice Terms
City of Torrance Business License #
Prior to the award of a Purchase Order, you are
required to have a City of Torrance Buslness
Llcense if your company is located in the Cíty of
Torrance; will physically be working in the City of
Torrance; or will be using your own vehicles to
deliver to the City of Torrance. For additional
informatíon and lícensing reguirements, please
contact the City of Torrance Business License
Office at (310) 618-5923.
KIIGHEtt
151
STATE OF CALIFORNIA
COUNTY OF LOS ANGELES
ATTACHMENT 1
PROPOSER'S AFFIDAVIT
Don Haase being first duly sworn deposes and says:
1. That he/she is the President of Kitchell/CEM,lnc.
(Title of Office) (Name of Company)
Hereinafter called "proposer", who has submitted to the City of Torrance a proposal for On-Call Design and Construction Administration Services (Title of RFP)
2. That the proposal is genuine; that all statements of fact in the proposal are true;
3. That the proposal was not made in the interest or behalf of any person, partnership, company, association, organization or corporation not named or disclosed;
4. That the Proposer did not, directly or indirectly, induce solicit or agree with anyone else to submit a false or sham proposal, to refrain from proposing, or to withdraw his proposal, to raise or fix the proposal price of the Proposer or of anyone else, or to raise or fix any overhead, profit or cost element of the Proposer's price or the price of anyone else; and did not attempt to induce action prejudicial to the interest of the City of Torrance, or of any other Proposer, or anyone else interested in the proposed contract;
5. That the Proposer has not in any other manner sought by collusion to secure for itself an advantage over the other Proposer or to induce action prejudicial to the interests of the City of Torrance, or of any other Proposer or of anyone else interested in the proposed contract;
6. That the Proposer has not accepted any proposal from any subcontractor or materialman through any proposal depository, the bylaws, rules or regulations of which prohibit or prevent the Proposer from considering any proposal from any subcontractor or material man, which is not processed through that proposal depository, or which prevent any subcontractor or materialman from proposing to any contractor who does not use the facilities of or accept proposals from or through such proposal depository;
7. That the Proposer did not, directly or indirectly, submit the Proposer's proposal price or any breakdown thereof, or the contents thereof, or divulge information or data relative thereto, to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof, or to any individual or group of individuals, except to the City of Torrance, or to any person or persons who have a partnership or other financial interest with said Proposer in its business.
8. That the Proposer has not been debarred from participation in any State or Federal works project.
Dated this of ril 2024
r Signature)
President
(Title)
E rrTrr|Trrn
152
e Þ
^
Kitchell's Comments
Kitchell has reviewed the City's Sample Consulting Services Agreement and has the following recommended changes.
Section 6. Retention of Funds I Recommend inserting "provicled the City has frillfilled rts payment obligations under this Agreement" following the text "claim of lein" on page 4.
Section 13. Care of Work I Recommend inserting "related to this Agreement" following the text "continuous protection to the work" on page 5. Also capitalize the word "work".
Section 15. Representations and Warranties I Seek deletion of the words "any and all"; add the word "reasonable" before the word "legal"; delete "including but not limited to, those" before the word "arising";delete "however the same may be caused and regardless o the responsibility for negligence" and replace with "to the extent car¡sed by the CONSULIANT's negligence"; delete ", but is not limited to," before the word "any"; Seek deletion of the last sentence of this paragraph.
KTTCHEtl
153
KITCHETL
April8,2024
City of Torrance
Sally Kyung, Accounts Administrator
303 I Torrance Boulevarcl
Torrance, CA 90503
RE: REQUEST FOR QUOTATION -
ON.CAIL DESIGN AND CONSTRUCTION ADMINISTRATION SERVICES Dear Sally and l/embers of tlre Selection Committee:
The planning, design arrd construction of governnlentalfacilities is not only a duty, but a privilege. Kitchell has truly enjoyed being a trusted partner of the City of Torrance since 2023 ancl we're excited for the opportunity to be a part of your continuecl gro',vtlr and improvements tlrrough this professional on-call design ancl construction adnrinistration services contrâct. As a full- serrrice provider, ,¡re r¡¡ill be your ad,¡ocate in completing your projects and providing the full spectrum of professional senrices identified in your RFQ.
Since our inception T4years ago, Kitchell has completed 555 billion in public works construction. With a long history supporting California public entities, Kitchell has a vast arnount of experience working wlth local agencies on new construction and renovation projects r,rrith a variety of delivery methods. Vtle are also currently r,vorking '¡rith the County of Oranç¡e,San Bernardino, Los Angeles,and San Diego, as well as numerous cities in Southern California.
Armed with an understanding of your project neecls, challenges and goals, rve are confident by working collaboratively with you and leacling the executiort of your projects we vrrill deliver exceptional results. Our team brings the follorvirrg benefits:
COMMITMENT
Having i¡¡orkecl in the communities throughout 5or"rthern California for several years, we kno'.,v what it takes to successfully cleliver a prolect. Kitcheil has the knowledge which allows us to expedite coordination and decision making between rr;lrious clepartrnents to maintain project buclgets ancl schedules. We understand the intricacies and challenges your projects present and the importance of a proactive, collaborative approach in addressing issues before-and as they arise.
A LOCAL EXPERIENCED PROJECT TEAM
Otrr qualified teanr of architects, engineers and support staif are well-versecl in providing clesign arrd construction administration serrrices for a '¡ariety of projects in the public environment. This teanr is diverse in their professional qualifications and project experience, and our firm has the clepth ancl breadth of experierrce to provicle a r¡ariety of services to support the City. Or-¡r team rnembers ha're an extensive background of working on complex municipal, justice, essential services, and health/medical projects. lVe are a local firm that is honored to L^iork in the commr.rnity that '¡¡e lir¡e in. Our local regional office erlables our ñrm the ability ancl commitment to responcl immediately to meet the City's neecls. Our tear¡ brings their collective lessons learnecl, eliminating any learning cur'¡e and streamlining our understanding of the City's processes and procedures.
A STRONG COLLABORATIVE APPROACH
Our approach is based on provicling highly competent people, an organized team approach, and continuous management of tlre ','rork as it ¡s pltt irr place. This approach is backed by a proven track record of successful project delivery and our commitment to pr<;rride the City t ¡ith the highest qualitv of ser'¡ice, OLrr team v,iill focus on creatirre project solutions, buclget ancl çcheclule control, open cornntunication, and q Lrality àssut'¡lnc€. 154
TECH N ICAL SU PPORT SERVICES
Kitchell's in-house team of estimators, schedulers, commissioning experts, construction/project rTìanàgers, and facility maintenance specialists are available to provicle 'raluable and focused serr¡ices optimizing successful delivery of your projects. Our various departments will work closely with our engineering and estimating team to provicle the City with the most complete and concise set of documents possible.
Our goal is to work alongside you as an extension of your staff, improve the environment and safely minimize disruption to each of your staff members during every phase of your projects, \l/e will vr¡ork as an extension of your team to recommend the best pro.iect approach and provide superior consulting services as your adr¡ocate.
We look forward to continuing our work with the City and vrrelcome the opportunity to introduce our team and capabilities in person.
Sincerely,
/ , /'
,'.nrrui {-lr.Lttt¡,
\ u'-
Don Haase, CCM
President
Heather Brown, PE, LEED AP
EAS Department Directori Principal-in-Charge
Contact During RFP Process
Heather Brown, Principal-in-Charge
mobile. 916.832.3003 | email. [email protected]
E r,Trrnrrn
155
¡
D T H ^
F*i f F
FË
Firm Profile
Kitchell, a l00o.io employee-owned company, was established in 1950 with the purpose of providing construction management ancl general contracting services in the Western United States. ln 1978, Kitchell Corporation created Kitchell CEM (Capital Expenditure Managers), a sr-rbsidiary whose corporate mission is to provide project and construction management services primarily to the public sector. The ñrm's innovations in management and its reliability in delivering projects on time and within-or under-budget soon earned us a reputation for superior performance. Since Kitchell's inception, we have completed S55 billion in public works construction representing more than 4,600 public sector projects.
Most of these projects involve the construction of new facilities or renovation of existing facilities incorporating fast track schedules with critical completion dates and tight budgets. Kitchell has the knowledge that allows us to efficiently streamline coordination and decision making between departments in order to maintain project schedr,rles. Most of the construction dollars which fund Kitchell's public sector projects have come from either general obligation bonds, grants or some other publicly-approved ñnancing mechanism. Working closely with the County of Orange to define practical, viable and responsive project goals, Kitchell provicles sLrpport in achieving the highest ancl most responsible use of funds to the satisfaction of all stakeholders.
History of Providing lnnovative Solutions
& Successful Results
W¡th a long history slrpporting California public entities through on-call contracts, Kitchell has a vast amount of experience working with local agencies and currently provides on-call services for over ó0 different clients. Our unsurpassed ability in planning and building public facilities rranslates into high-value, fully functionalfacilities built to your goals and requirements and at a lower cost to own and operate.
Designing and managing the constuction of public facilities is what Kitchell does best! For 45 years, Kitchell has specialized in providing design and construction services for public facilities. Our success is founded on taking the time to fully understand your goals and vision. lVhether a project consists of renovating, expanding or constructing a new facility, we understand the process is complex and requires a high level of oversight and expertise.
EFTTrnrTn
156
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FI*JÑþåüTã
A r
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Proposed Têam
Otir project tearn has been assembled based on their ability to deliver the best stritecl qualifications and experience for delivering the reqr-rired architectural ancl engineering services. Additionally, Kitchell has the ability to dravrr upon an in-house staff of estimators, schedulers, and construction,'project rranagers. 0ur professionals offer years of hands-on architectural and engirreering experience, as well as experience working \¡/ith all state regulatory agencies ,¡rho are required to revier,v and approve your projects. At this time Kitclrell is not including any specialty subconsultants, partnership or joìnt venture. 5¿:i: llr¡r io!lo'tiirt,a paçes lor an orqtini;çttcna! charl ci tht proposed iÇtchelt t¿cnt an,j ;Lippo{t sterf . ioilo¡¡ed i )' i2jt !n\c; )t )Li( ;<'¿y ')¿ SOr1'1dl.
Knowledge of Staff
Kitchell's knowleclge of local city and county, state and federal codes, policies ancl regr-rlations is unrnatched. Kitchell has been prorricling code compliance serr¡ices for o'rer 30 years ancl ha'¡e providecl over 5,000 code, design and constructability revie,¡rs.
LocalAgencies & Public Utilities
There are se'reral local agencies-particularly city and county planning commissions, local fire marshal arrd utility comparries- that affect building programs. Kitchell routinely coordinates with these agencies throughor-rt the design ancl construction process to ensLtre the project stays on schedule and recei'¡es the required permits and approvals. Coordination with public utility companies is extremely important, We are well aware of the time frames associated with utility engineering. inspection and payrrent process. We use checklists to ensure we are coordinating with utility comparries in a timely manner.
Our team members lrar¡e current knowledge of all applicable locai, state and fecleral codes needed to successfully execute your projects.
KITGHETI
157
Organizational Chart
fn
å
tr
c0
T
"< b€er¡1=^..$lç
HEATHER BROWN, PE, LEED AP
rRli:i lP^ l¡l a:Hr\R.::
SERGIO RODR|GUEZ,pE,Assoc. DBIA, LEED Ap
.i i.ia 1ì\,ì',\.rl;,.j ì
BRAD SCHULTZ, rn, re¡o¡p, cnsr I NICHOLAS MASCOLI, m
ATANBRETON I DANNYKIM
ARCHITECTURAT
AHMAD ELKOI ee I ANDREW PASCUAL, ee I ANTHONYKWONG, p¡
MAYAALDAGHI, ¡r
MECHANICAT EN6INEERING
MILUTIN BACKOVICH, rr, oen I GERALD NEUFFER, pË, I.EEDAp ANDREWARELLANO, pe
ETECTRICAL ENGINEERING
KEVIN HALLOCK, are, Hcana
PRO,,ECT MANAGER
DON HAASE,ccv GEOFF BACHANAS, ccv
SEAN MANN,pe
SEUNG LEE, pe, rEEo np eo+c, cBcP, cEM
¡rlì!:;ll)1,\l I '/lCl !'{ìi Sll)l'll, i,)lrìlll i¿'¡ r \ C:O!l!ll5ilO"ll \l(.; \l;1 .l'r(li lì RICK STASSI SEAN GREENWALD, cTv
LON DETERMAN,s¡
';(-l lt l)lll l¡l(i \li\'l,1.r.ll:R
Ë¡ I Ir.l¡\f l\t,'J,\'1,\iilrlì
f)ll),t r- ll)R Ot 1;\\-ll I I ll,:i !l,r\.1'-l¡j \:11 \l I MATT CHAPPELL, err cep
S I l?r,lr-l I ¡. !f¿,\1. ¡: \¡¡il\ll-Hl illì'.i\ ì.larI r l i,l\/ll tr\l(;l\jl.l ll
KrrtI[rTm
158
Heather Brownr PE, LEED AP
PRINCIPAL-IN -CHARGE
EDUCATION
MBA, Finance, California State
University, Sacramento
BS, Mechanical Errgineering,
University of Portland
LICENSES AND
REGISTRATIONS
Mechanical Engineer, CA
#M31667
LEED Accredited Professional
CO NTACT I N FO Rr\"lATl CI N
tel. 916.832.3003
[email protected]
He,¡tlle¡', ,¡ith ¡tlr-iie iil.¡rr lLl Jelr\ i)i:il;(peiiírrì(È in tlìe (orì,;tr.ilit¡!rrl irrilil'ìlr'',r. ll.ì'; ','.,orkltl ori iì l',i,.lt:',',rricf !,ri ¡rrrftii<-. llqlter c,.lttt,itr(.riì.ìrì(l (..)rìrrÌl¡io,¡l i.ti.ililics. H:t.tthe,r i:; ,l l-EED r\i.,-l:rlit.:r,l Profls,;iorr¿1. Hi.ri iìr[)píi.jiìr:,:r irrr ir.iilÊ,, pit,eal rìì.ìr']J(ler'Íì.jrìt, ¡rl'-:ih,l¡tit.Jl crtcl ¡-llurrrttinc,l tii::;içrr, ¡)iiìijirr(J ,rìil r::n(i'.i,ìtirtg i-l,rtli H\iÀi-,1¡rtl plttrni;iit<1 jrlstcrìì:ì, ljr¿p¡iiltg C¿1, r.tl,¡tiitrl:;,irrtl .\utoC,'\f-r,¡,n',t"rirri_j,,. Hi:,ttlrer i; rC:¡trtrr;ii..li,: íoi tlre rlìiìrlitqerrìent oi r:nqini:er,; lrlcl arcllif c,'-ts ,,/r)tkrrìq ,,,¡ith corje, JCi-r'sS r-ofiìpli,rnce. rlt:siqn t¡ì(lc'Jrìjtir.t(.1.¡i:ility revie','./s, liie r;rtle ritrlte;.'¡.tlur,:.ìrtgirtcerirtrl :e:ri¡¡rìr. ,ìnilriJy str,rclies, spe(.iÍicâl¡r)iìs ¡¡Jçr7gl6¡,rrnent, rreetJ:; assesiiììenls. rllclritir plrrtìrì¡llC ;tr.rdies, f¡,.ilitr,, ,ì:ict\iiìì'rfìi,. uìrl',rrlsrrU< liort irt ;¡tu,r Iirrrt;.
RELEVANT EXPERIENCE
City of Torrance, Facilities Condition Assessments, Torrance, CA: F lrilitii:: corì.litiLrrr r';ìe\irìrent ier\/i("ri fi)r iir¡pi'i0 builili¡r,rs to ol:t,lin cortt¡rlet: irrrilr-lincl .lrr,1 pr'o1,reltv ilehcien,-;r e,:aluations, propose (or¡'ect¡rre ¡ncl rl¡i¡lIerr,rnL3 !ea.lr'nrìlenrl¿iions, .r¡rcl Í)ríill¡re l;Ltclqet i-istinrJfiÌ j foi th,.: cílr'r?(-ti'1e',,¡ork lOr :,¡,-h f¡i-ilif i. Tlri-. hnrlinrls',,,ill be Lr-;eil ,t; ¡ l:¿ris it.¡r rie'.,,:lol>rni.J ,ì :itíliîq\l t,) i'ìlpletlìerìt n1ì(-its),lr,i'r'.ì[]¿¡i.ìi. ¡ltel¡li,:.lrir..trr<l iir;pr'or,;entents or-re¡ ti¡: ite:<¡ frr,,g r,,¿¿¡5.
City of San Diego, lmprovements for Fire Stations No. 3, I & 15, San Diego, CA:
Design anci .li;nii¡trction ser'¡ice s I(,ì r,:ni)\;,ìte trrri.l ir'npri)'re th¡'':e fir'e ¡i¡tions. Ser'.¡iles rrtclLril¿ r''-'plac:rtlertI rtí the l-l\r'¡\(" t)rstern, fì¡t icili cir'¡er'irr!l ctrliir..io¡'irt ií)orìì fîr.,)rì.¡irrrrl:i(¡n i\[)ij. co¡ilpli,lilL: rìaì¡./ l<itch¡-.n. tii¡nir'ìi,1,'"i]¡ah r'oonl'tluil perì, r.i¡ily Í()r)rìl :ln(l l,ìurrr,lr;, ',,/,.-, tl( rrlon ¡ri,,l ncl < rtcli: ..it rt rpI i.,r rtc,,r.
County of Riverside, Department of Public Social Services Kidd Street Client Services Building Elevator Modernization, Riverside, CAI r\ . '}()8,0ii0 ¡ìlrd,rííìrz,ltr,l¡r oi i,.ro ,:: ..ì;iìrlg ir¡,,1¡..,,'¡ - -'i,:y.¡r,)li ¡rl tlìr,)l,rl{) St, t,;o-stor,l itr-riltlini1, irrr.lr.tii¡rl(l r'îÍllìL.lrÌìritI ,.;í '¡arioti': r.;i)ir lîilirJ í:í)rÌìf)ofti:rlt:i iir ii-,t .:1..: .;¡tlir ;it.ìil .tncl ,.-,1ìrr ,iìl(l i,-lpl,ì(.ir'rltrlt r.:f ill,:
ìl,.rr-1r,lt-tlic rlIrììli,';littìiJe [-ìnl(.riìr-] ¡-':rr¡1,¡)lli:r'irr thi: r'rl:r-lìni: il)(-Ìrli,i.
County of Orange, On-Call Architectural Contract, Various, CA: t)ir :.¡ll ,;1¡r'i1 31; ';':r'¡lc'ls. (,oar¡-rr-:rri:nt f)rJJeaI'ì rrclrr<lr:: Frtrit:ìtre':i Fe,r;il:iliit¡ \tr-r,J,,', Fl¡l,t -i¡-.¡r,'iç¿;.rt F¡'r,rii j¡r::ti Fe.l:jl;iliil, jruilr,;r\.l,lint.,:rr¿rti,: F:¡cilir'¡ a¡ Frtrit ,¡,r_.¡¡ [.'¡,,il.rilit,; SIr.rtlrl: L.ig,_l¡rr i'1ir1ur-.1 fì.'iiir:oril lì.rlJl,ì{,ilrììiìrìt De;ii,¡n aitrJ L.rtltin¿ ùli!rrel Lii¡ f,i¡ti'¡r¡ D.riqri.
Yolo County, On-Call Consultant Services, llt/oodland, CA: ')n .,rll .rr lrirer.¡uf ì¡ j.jí'/r,.,r; i¡l< lrrdiir,lr i.i:ritprelrerr;i':r i.rt.ility.-iiri:litii-'rr ¡ j'ie.';'ìrìle rrf j. ie.r.;iitilit'¡ ;iLrili,ts .iri<l¡Jr¡i<ln jc¡"ia3;, (-ûIìr¡)¡rrleili l)rorecl ì i¡1,-lrrile: ,\dr-rli i-l¿.:lth Da,v t.rre ,..iiriiii F,ri.rlit;'t*Onilitioil :\ i.j:t\.1íììetìt; [,¡¿S¡bilrt',.it,,ril,l i,_t¡ Ti rti::t i.otrrli,., Dr_,¡.l.titrlrtniS: .tiir.l li'.t] r,\iîir (,r)UiI j{;.i:liti.
T'lr l,l 11 i I rlì¡-rf .;,i¡1 ¡¡ ¡ t¡ ¡¡.
City of Santa lllonica, On-Call fulechanical and Electrical Services, Santa Monica, CA: On-c¡ll r'ììai-iìtil¡i.,ll ,lr'ì(l .)1.ì,:iiir'ìl .1.: -itl¡l ;..ti,,iai. irrr.lr tilirlii !ir,i. til .'.ììrril,ìit.)¡l .l::;iilrl,l,:',e1,)prlii¡ì¡,':)rl'ìirr,r(-¡lr.)rl:.ll)i.i.irtt:r'll,),iJellrlittirlu,itiil,..]ilt,.l.rr'¡il(.)rÌ.,irr,rr-Liirr, .l¡lrrlirlr:;t¡¿lflr)Ì iei -/r1..li tlir-,ltti;h r-orì]iilrr"Lir)rì r'i)rrì1.)ii:]l:ir)rì l,)r ,lìtitiiì1,'r i)rill.:jr.i;,
KITGHELTET
159
æs
Sergio Rodrigu ez, pE, Assoc. DBIA, LEED Ap BD+c
OPERATIONS MANAGER
EDUCATION
85, Mechanical Engineering,
University of Texas, El Paso
LICENSES AND
REGISTRATIONS
Mechanical Engineer #M3527 1,
CA
Associate Design-Build
Professional
LEED Accredited Professional
CONTACT INFORMATION
tel.916.614.9711
srodriguez6kitchel l.com
'ierqio has 20 ¡re,tr'- itf i:x¡r'Jr.i,.lr'tc,i irr i\/lFP project iìl¿r'r.l(J.rrììÉlrìt;lr-,il c.orrsr¡ltin.t iel\ri(,11:i ti)i .¡ rr¡¡i¡1[¡r ol ilierttr;, ¡tìcluclirt(.J ,:]rlur,ltir-rrt, i:t.lil, irlrJust¡'i,ll, r,.siilenti.ll ¡rll !i)rìtrÌìi-,r.i¡1. He h¡s consLlltetJ'.¡¡ith proìe<-i l),¡ìirìrrs to define rnechar¡ical s)/sterÌr oJl.ìnlet,?rr, tlesignc,cl rr,1EP .lntj ñ¡.e ¡lr'oler:tiirn s-ysliìrìr';. ¡rtor.,tilecl i)\rersicJht ioi Merha¡ric.ll EiT,; artd ( AD ilesignc.ri, períorrnecl field irtvi:siir._1,riíoits ¡rrcJ i-illrsulterJ o¡i LIED r(ì.]uirLr¡ììerìt:;. Ser..Jio.ls:ist; in {lr,.t rrìrltìJ.Jerner.ìt of çiarf ìj\iorl(ing '.¡'¡ith cocle. ,li-cess cttirpliance, Cesign ancl ionstrtrctabilltV r¿',,ie'¡¡s, life c),cle stuilies, '.,alue enctineerinq sessicrrrs, erleiq)i stuclii:s, ;¡:et.iñcatiorrs rlevelitpnrent. rreed'j ,lsies\nlerrts, nr¿rter ¡rlarrnincl strrclies, iar ilit'¡ rìs\essrììent,;. ¿rì(l i. 1)rì,;tf uettorI irr,;¡llr Iirlrri.
RILËVANT ËXPËRiEþiilË
City of Torrance, Facilities Condition Assessments, Torrance, CA: F¡cilities conditicrr .ì-i ìeii¡Ììent sêr'¡iceì fr)f r1,.,-.r' 50 bLrilrliricl; to oi:t,tin ci;nr¡rletr. br.riltlinq .rnrJ pio¡ter't¡i Cefìcieitc',,::'¡altlaiions, propcrse ailreciir.,e,lirrl rr¡irlt:rl¡r'rce rlcJnlrll:rl¿l¡ti<lr.ltr. ¡¡ncl ili,ll-r.lre bLtdqr:t:stirtr.rt¿t; foi the c.riÈ(.ti'r,ì',,or'li iitr.:¡i-h f:cilit.¡, City of San Diego,lmprovements for Fire Stations No. 3,8 & 15, San Diego, CA:
Design ancl consir'1..¡ciiùn serì/rce5 i() r:no\,,;lie arrcl irlpro'ie ihr'ee fitíj;I,.rticrrrs. Ser',¡ices illcltr,-le teplacenreilt of the H\r'{C s)ritelrl. il¡i rooí cot,,er iltg ¡ncl dorrn roorìr isaonsirtJLi¡i)rt ADA rornpli;rlì(.e. rlrl\1/ kitchen. ¡¡.ii¡¡¡¡¡¡¡-rui,1f1.h r¡tr.¡r¡,.trull p'l¡,'rÈrllJ..¡ r'i)¡r¡ .ìrl(.1 l.l,,rrtiJr'',,, ,'i¡Of k r'0()mS, ¡rrtI litde COfyl{,rii¿nce.
City of Santa Monica, On-Call Mechanical and Electrical Services, Santa Monica, CA: Orr'r.¡ll rneclr,tnic¡l ancl electric,ri cli:.;ii¡r-r ;i:r';ic¡:; incltrrlirrq siit-. in,¡e:;riq,riion, cleLigrt cle'.'elrl¡.rnt:rtt, aûnsirLr(liorl í1.),-r.rrrr'ìnl:r. lteirlitiirrr¡, biclclinrl .ìrì(l ,:(irì)tr,..lci¡()rì .tilr¡lini'tr.rtirttì i:r-r.'ica-.s tlrr.ouqh i.orlriif r.r(-ll()n ;:onlpletjr-¡n ior v¡,'iitU; i,lri jj'1,-i i.
City of fulanhattan Beach, City Hall HVAC Renovation, l¡lanhattan Beach, CA: Air ¿ìsrj.-ljirrìil'rt ci ¡h¡-..:xi;tirrq Htl¡r( i)/5fíjr1r,j i,-ri th¡.. ll,ii){) 5F {it:,H¡ll itLriltlirtit ,ri¡ir tir':
rr!i:¡¡t itf rtr':.r'.'i,-litlit iii(r)r'rìrìlerì(1.ìtirlrl.t ii;r'5'isiÈtìì r.r5)c1re,l,:;. The itrlilrJirlrJ'.; Hr,'.1r- ìl,liier'¡1.; .ì¿r\,,e ¡hc Cityi-or.tncil Ch¡rrrbers, the t1e¡:,lrint+n¡:ì !)í fitìôi'lce, parki,rrrcl r:-r:.ìii,)rl a-onlrlttinily cle'.,i:litpnlerlt. huril¿n resí)Lrr!..-lj, inir.irn¡,lti¡rrr ti:'(-lìrìoloqy aìn(l rrì(ìit¡(Jitrlìílrìt ji:,r'./icrts. Frtll:rr,,,ing ¡þ¡-: .i¡',i': ler-i j¡:r'1; 'lf f ili1 ¡ç¡,,..'¡¡¡¡Il.-.tìaJ.ìIiorl5 .ìrìt.l riì!-r1,,ì(..ìrì r.-.rlt, lllotliÍic,rIir,rr ;ele ciiorl, Kit;hell or¡¡';iderl tlr¿ ¡::;uci,iIec.l clesiclrt ser\,/icei, City of Chula Vista, HVAC Assessments, Chula Vista, CA: i\,ses:inerrt:; iir :itlitt ;i1,,:., ,ìLri)\)L.hrtl¡\list¿irlr-:'r'ili:rtoi:'¡¡lLr;ìtrttire...'<islinqrHVÀC.ln,-1 liqirtirr,..l ,,oniritl; il¡:'.,rtlitlt ';t¡rril,lrrj:, rrl,:l .:rìêigv nrorlels,rnrl ¡li:1-r,i''1 í)llti()í):t io¡ the,l-ii)r tt¡ eirii,:i iupl,ii,:l thrt ll\/Ai..
Lt¡lit; for:;ilntl¿r r..trlif:, cr'trl l)rcpûi.. rìlo{-e er(i!:trtsi\.e tìtetho(li fr:r r':plar-:rrrelti. l\;ie:;s¡-rterrii inrlttde gatherinq erìstirrq cl:ri.r. piepara¡icn ci *,,,.rlri¡ti'rrt. finCin-qs lncl o¡rticn,l,ral,,ij¡j, : o s t i: s t i I I I d tit,1 r ì (l j ì lr (ì í ! C i t',, r.. r,r) rn r'¡ i i-. r I 11, l t j rr rl :; Orange County, On-Call Architectural Contract - Laguna Niguel Park (LANI) Restrooms One. Six and Eight Demolition and Replacement, Laguna Niguel, CA: '\ Sl,ri ¡'niilio¡r piljei,i edapttrrg rri e;<i ;iirr9 bLrilijirr,i,-lesíq¡t ii¡i r'i,;iroûnri 'r¡le, sii;irtl eigi.ri ai l-.ri;Lrtt.t itliilrel R,:'._.1iun.rl P,irl<. Th: ¡rr'r.;¡,,'r-t iili lLlrJ*,; , li:irlolitìorr r-ri ijr,: it:ii;li¡rrr p¿rli i!:)tr,)orììi,ì(il¡tii.,.ìfì{l -r)rìitil.i'.¡irlrtr)rrìr-J'',i'f-tl)l¡!.erll.:lr¡i.t,-rliii¿-:,. l(iti.il.ili r.,itrOr,,icliri,l :li--r;i1i"i drtil r.-ilil);L ut.t.ir)tl i)firltir'ìi'ii¡:1iir-r11 ;.',¡r,ii 2 ;.
E r,Tïrd.rrrTl
160
Kevin Hallock, ArA, NcARB
PROJECT MANAGER
EDUCATION
Bachelor of Architecture,
University of Arizona
LICENSES AND
REGISTRATIONS
Architect #C33444, CA
National Council of Architects
Registration Board
CONTACT INFORMATION
Tel.916.614.9713
[email protected]
K¡.t','iit ll¡; ôv':r' l5 yrtar.; oí irlclu',ti ¡ ,r'(¡)i,iierri-,3 '¡iL-rIkirìq i)rl ,/rri<lr,r; proji:':ir irrr-lrrrlirtil ',kills,,,vitri<irl¡1 [totir r.',ith ltri rlesitlrt f :¡r¡r,'¡rtrJ ttl,-: i-li;:rlt to rllr-.ri1 qori,; ar'rd rÌr't jr,rr? l)r ol3(.i,; ,ìri.-r r.i)rìlplÈiil.l Oll tirilt:. l(i,l\iilì j,,,litle r.lntJrt .)f rìdl)Ètirln(.? irlt.lr-rtle,; tììtiì,tg¡rìcJ ,.je:irJrt ritd ¡tioi.lrtctir.¡ri I.:,lnti, ,'.roikinr-l'^¡itll <li,:r¡t'; ti: be rl¡.r,r iheir c.¡oal.;,rre urìLlÊr.,ìio()d iìrì,:l It.r-llrlrpliilre<l ¿¡rr1 ',,rclrkin<J '',itlt cit)¡ ¡ì(lr-jnCicls t() i?rtsttirt ¡;r.ojer-ts rn¡..¡rt tlre ltt rl pl;iirrrinc¡ ',i,r, )rì .trì, | ,,.¡ ,r' ¡11,. ( , )rììrììl lrìil ,,.
RI L ['r,rÂl.j T [: ](i: I R I t i\¡ C I
City of Torrance, Facilities Condition Assessments, Torrance, CA: F¡ciiiries cr.rrrclitiorr ¿i)\ìssrììrtr'li iLjr".rir.€; ii¡l i)'rîr i0 l-lrtrlclirt,;s tl ltrt,ri¡r {ortt¡llet.: builrlirrt-¡ lrtcl ¡troperl;i ilehcienc¡i er,¡¡lu.riions, plLrpoie cortecti'.¡e lncl nr¡rnierr¡rìa3 reLor'ntlì:rldaiì,.lns, ¡rtd l-)rÈl)<lr.e lruclget e-çi.irrt¿ii:s ior tl¡e -oriei.li,.'e ,'.,orl< fi>r i.'¡t h f¡cilitr¡.
City of San Diego, lmprovements for Fire Stations No. 3, 8 & '15, San Diego, CA:
t-)esicllt .l¡¡d co¡siructiorl s¡i,trc- -r.) [,J i-jr]()\, rtc ¡¡tcl int¡.rr'o'ie thr¿e iir+ iiatiùns. Serr¡ii:es irl'-ltlde r*çll,ri-erttent oi'tlrr. H\i.\C:;lrsterì1, fl.it rùi.li airr;eliniJ ¡rlcl rlrtrnl i'i),.tiìl i?í-JrìrtrLtr-iir)r).
ÄDÀ irtnr¡-tliaÍl-â, r\,r1'ì/ kiti-hi:lr. Ir;rirtirtc.1.".v:ttcll i,,ri.r'r'l;ull ¡-len;r'e.icly rrli,lm ¡iiil lar-rntlr;, \,'.,o r'l( roo rTìs, ¡ r-¡cl ¡,ocle i-'J r ll pl ¡¡ f lC:ì, Orange County, On-Call Architectural Contract - Laguna Niguel Park (LANI) floçf rnnmc ôno Çiv ¡n¡l Fiaht ñomnlitinn :¡r{ Q¿nl¡¡amanf I r^r.ñ' f\liar¡al f Â. .\ Sl.o ¡llillilr prur,er-î aria¡:tirig ,rrr existi¡rcl br-rilclinq 11:sigrr íor iestr'oorn:; orre, six lncl eii¡hi ,li !..ac_;urr,t i'lic1ur:l Ri:qion¡tl P¡rl<. The ¡lroject inclucl¡:s rli-.rnolitio¡r oitlre eristirrr-; park i,,stioorìì t¡ciliiies .tn,J '..onst¡ Lr(.tiorì of -¡i., v ¡¡p1,,¡ç.i:¡lrerit. Íacilitie;. Kiiclli:ll is ,-.ri:'iitlirrq ¡l:: tirJrr trr(l r.r)rì!Ir't l( tior'r ¿11¡¡li rlst i ìtiotl :)er! i(-ij\.
Orange County. On-Call Architectural Contract - Laguna Niguel Regional Park Sewer Lift Station, Laguna Niguel, CA: f,).-.rirlrr !Êi,,ir.?; iLrf ¡ ;¡j{.}i),,10() ili'ci,3{:t irlilrrr.Ji¡,ir ilerrroliiion .trii1 i'eplri-:rne¡lt oí ¡rr existirt<l p,rrl<;e',,,,er lift st¡tio¡¡.;'ii,-rrk inclLtil¿¡J r:i'lror.,.,rl ¡;irll¡:.:,<i',iinrL;int.1ir i)tilììl) i,;;i:rl',. Cilrlirr.;l ¡l,trtL::l trtr-l,tl,:ci.¡'i,:¡l í.ort(l{tii, /trirì,J j.r,-urir. i:rl,-i¡t.t,trlrl r'.:l,lierl ír-;ilr.irìtJ,lrrrl i¡¡,'t,¡ll,ttii)rl l,i,l rì:," iìu¡-rlÙi l)r-trììÍ) j,,jt{ttlì,,.r-11'ra l-r¡-¡i, at)lltr1)l lt,trti-'l ,trt,..l ii:l,ri.-]cl tli:<.iil,,.ll Cofìr.1t.ttt:i tlltl ,^¡ir'ir'1,1,-[;,,,¡ell .ì:ì i]tÌ',\r )ÊaUitt)/ frìr)aiilí1.
County of 5an Diego Facility Condition Assessment Services, San Diego, CA:
,ì:ì5etr,. ¡).jas)irt¡-J |,rlcli¡i,-irl .ìrti1 p,,1;,r¡,1¡'-,rJ r.ìrììritìiniJ rr-teir.rl lii: (,rli,t.ll.ltirrrìi it.,r Lt:,a irì líiÍl() ti:r rrr r,tptt,.tl ¡rl,rtritirt,.l .ìrìrJ pi,,', ?r'lIi\i rl nlr.ì¡tìt(jfl,ìtlr.:-. ¡tltri ;.
Yolo County, On-Call Consultant Services, Woodland, CA: Llr¡ ,.,tll ¡rclliiitrt,-ri¡l 'jt:r,,,i¡: :-: , inclr.tiJirr!J ii)rirtìii-.hiiíìi¡ ,'.-, 1¡crlrt'i r. )rrditirLrl ,ì.1¡i.'rsjrrìdrti:i ir,riii;ilit; siuclie.] liril r1:,.,i,;ri 'ì¡rì.ri(-q';. r--i)r'rìr)(tn-:rli p¡i)Ji-i:.iì jrtclrr¡le; Â, lL-rlt Hr,¡lth [),rt¡ l.,iri: (-eniei Far.ilit;' (-.rrl¡Jiii¡.'¡ ',r'jje>'r'lì,:ì¡rtl tl.t;iiiilit,il-rtr.rr..i'¡Í1.¡iTll¡-.:".ti.¡rr.rillY[)iìp]¡iûtrlr'ìf:i.¡rr¡l li)i:lji'eîtil,ttrii j¡,c.tt Tirt,ì¡rr In'1tf i-r, r,-.rtt?rtr
California Department of General Services, California Highway Patrol Academy Deferred Maintenance Projects, West Sacramento, CA: [)esi_r]ri irì,:l ( .jrl,irrlr..ir,ìr i ili-¡rl;,¡y1 , ift ri.',';i :i ii', ìnt.nt';.
Kr,TrrdrTTt
161
Brad Schultz, ArA, cASp, rEED AP
SENIOR ARCHITECT
EDUCATION
Bachelor of Architecture,
Carleton University, Ottawa
Architectural Technology
Honors Diploma
LICENSES AND
REGISTRATIONS
Architect #C35632, CA
LEED Accredited Professional
Certifi ed Access Specialist
(CASP)
CONTACT INFORMATION
tel. 916.648.9700
bschultz€rkitchell.com
lJr'rd h.rs o'rer 30 ye,trs oí ¡trofessiorral erperiertce irt clesigrr, pro(Jr(tiotr, ¡ìar'ìûcJemetrt rrìc1 ionstit.tctiorl ¡clnrirri;tr¡tit;rl, ¡rral h¿s sper"ìt the l¿st haliof iris c¿ti:ei:pecializirrq irr jr.rstici:
i:cilities. Br.¡cJ r.rnclerst,lrlcls the urrique pro(jrùûr for jr,rstice i,lcilitie;.rrrti requirernents for' srìr-urit;r.tncl iacilii," operrtions, rlet¿irlee;ilfety ,rrril builclinr.¡ c¡.reles f:rr occupdrìt;.ìfet'/. HL. cr.rnsi¡lers hirrrself ¡s an effectir,'e project,rrchitect and nr,rnager-r:rrith exci:llent le¡id."rshifr skills ¿ncl brinç;s an.rnalytir-rl anc.l creatir¡e a¡:proaclr in problem sol'¡irlcJ ior.r urrique rr:)sporìse to the client s neecli ,ìrrcl bLrdget.
lìi: L EVA l.J ï [XP E Rl E N C Ë
City of San Diego, lmprovements for Fire Stations No. 3, 8 & 15, San Diego, CA:
Design ¡nd consttrction serrrices to ie¡lovate ancJ irnprorie three fire stetions.5er,¡ices irrclude r'eplacemertt of the HVA{ s)rsielll, fl.rt roof corret'lntl ancl dotrrr t'oom leconstluctiorl, ADA cllr¡pli.rtr(.e, rìeì/ì/ kitcherl, traininq,,r,rratc.h i'oorntrbull petì,teJd\i ioùrìt anLl laundr'y. ,,"ork r'Ortrl'15, ¡ilcl cctie coniplilrrce.
City of West Sacramento, City Hall Mechanical System Upgrade, West Sacramento, CA: Re'.,ie,¡ arrd an;lysis oi tlre lrrerqy cr:nsumption et the City H¿ll ¡rld the ¡ssoci¡retì HVAC ,¡ncl rnech¿nic¿l iysierrìs anil controls '¡iith the intent to pro'ride r:<.onr¡nendations for re¡:l,tcerrtent and optinriz.lito¡r of the erterg;, systerns along','iitlr cost s¿r.¡inq ¡r"rÈðiures.
B¿sed o¡r tlre recornrnerrd¿tion, it ls itr-tr r-lrrclersiandi¡rg that the Ciry is ;eeking to ck:'"rel<.rp bicl-re¿cJ'r ,:onsruction clocuments frtr the HVAC re¡tlaceruents.
County of Riverside, Department of Public Social Services Kidd Street Client Services Building Elevator Modernization, Riverside, CA: ,Å S-108 000 rnoderniz¡tiorr ,..ri i',.,o:xistinq lrydi:ulic ele'r¡tlt¡; in tfte ii2,7jíj SF, t',vo--story l:uilcling, iricludinq r.-.plJC?rnÉrrt oí'¡arious operatinL¡ (-i)mponentj in the ¿lev¡tor sh¿ft ¡ncl c¿bs ancl r.,p1¡c..r'ìlent of the lryclrat.rlic purtt¡:, storìge t:lnk.lrrd contr.oller'¡n ihe iìr¿ìcirirìe rüoryì:i.
Orange County, On-Call Architectural Contract - Laguna Niguel Park (LANI) Restrooms One, Six and Eight Demolition and Replacement, Laguna Niguel, CA: A il.ir rtl¡llio¡r icrrnstrucliorr costs) ¡rrcject adapring.rn existirrr¡ briilding iiesii¡n for restr'oo¡ns orriJ, ji)(,rrril eiglrt ai l-agtrna Nliquel Reqiorr¡l P.lrk. Tlre pr'oiect irrr-luclr:s cic.molition of tire e:<iltir'r<; p.rrk i'estroorr frcilitji:s.rncl collsirLrct¡on cf rÊ\,ì.iíiplìcr-lrnent facilitir-:s, Kitchell is f-rií)\1¡(l¡¡rq ilesigrr irrcl co¡lstrrL¡,tiorl arlrr¡inistl¿tir..rrl se¡'¡if êi.
Madera County, Old Jail HVAC Replacement, Madera, CA: Desirl'r .,Èr\,'ices t.-, repl,,rcr the e:<i:;ting lti:,tiinc1, ','errtil¡tintì,.lncl ¿ii cgnditigrtitt,=1 jV5t?fils s€r'rirlcl ti.ie hoLI:;rni; r.trtits ¡rtcl cer.itr;ll plànt,lt tl',e e:<i:;iing,'lld j:il oriqirrallv bLrilt in lltj8.
County of Sonoma, North County Detention Facility (NCDF) Kitchen Replacement, Santa Rosa, CA: i\ssess¡lertt ancl Cesic.¡rr seri,,ic:s íor the repl,,rc.enrerrr of the kitche¡l il ia i n a g e iy j te n ì,t ¡ I tl a d ci i t
j
o ¡r,r I u pq r.: cl.. s.
Yolo County, Department of Child Support Services and Department of Employment & Social Services Building Renovation, Woodland, CA: lji:sirlri ìeí\./ice) fi;i irirlrio¡' tenarrt intpro',,e¡llerli; irrclttciinr¡ ¡1e.,,, ír¡r¡retl cfhces, lobb'¡. re,::ptii)n.lre¡, iiii:r',i€'.,r r'í)orrìs. r?str'oorns, acces;il.:le sigrreqe, l.¡ri.ll< ro0rr¡ antl o¡;err rubicle orhce 5¡,.¡¡s; ¡1¿1.¡ T-:l-l el¿ctrical liqhtirrgr'¡rr-.'r¡er anil d¡t¡: nr-.ch¡nic¡l e;<harrst and plLrnrbiirq Írxtur:s for r''j')!r1)rJûli.
K r,Tïrrrrn
162
Nicholas Masco RAIi,
PROJECÏ ARCHIÏECT
EDUCATION
Master of Arch., University of
Oregon
BA, Philosophy & English,
Boston College
LICENSES AND
REGISTRATIONS
Architect #C40913, CA
CONTACT INFORMATION
fel.916.614.9750
nmascoli@kitchelLcom
ùliclrt¡llsit¡';iour)irìilt'ir)f ijt(llíríi(irìí-(:r '.,'r.,lrl<¡rlil',¡itfr r',',iilr,.'r.lrii.-tyÐ1 i.)roji:jcl¡.!1.),:'; irt,..lurlirtr;,-ivi<-'itittrtii'i¡-r.¡1,ret,ril,ìrlrlri¡ìtril.ìl(i,ll.l-ii';.:x[r,,ii¡lrt,..i:irìilrei..-r,l,lr!.t'.trr)rr inilttstr',, t.) {1,ìtiì ita; ¡.lriittarilv bit,lr'¡ irt,r;;r';l.irtr1 lir'.',ì¡l-;..r,.1 ¡i,:hitr-.,,t'; ,riill tll.. rlestrlrr rli ltuil<lirri1s.,)rj i¡.;i:lll es perfllrttitt,-¡ farility loniliiiorl iliir';i¡ner'ìtj. trlichol;l: i'; proÍìiìt:nt in thi.t r.r:;r, oi' i\ui'.rt.;\9, lìlM, lìe'¡it, ilii:it.htJ¡1, lìhino ilJ, ['trl<.¡'rr¡l lnil ;\rlobr¡. rrì,1i\¡lii.rDsoit ()¡fìctr 5uites, .lnci BlLreb':¡nr.
;ti LF. ii i\ir¡'l ix FI tllL r\i([
City of Santa Rosa, Fire Station 5 Resiliency and Relocation Project, Santa Rosa, CA: A rre',.: ,i20.ir rilillicrr, 10,,?6J >F, f\,',,'o-)tor')i, iic>rt1ir-btrild, flre st¡iion íJ,,¡lit',, íiìlllJ,.irìq rr iirr'rrrer nt':;t¡tion ilesfro;,'td irr the 2017 Tutrbs tirr. The rriJ'r fire st:lticn, bLrilt,rrr the ilor'tiì,,rre:;i 2.ll-¡cre porticn ilí r lalgei pr'írper'i),. inclr¡iles tlrr'ee ilre .lp!-rJr,ltui ira.y5, ;¡,< tlt¡r¡rt,;,:urf,ìri.'Jrarkirrg, l¿t.tntlrt/, 1<itche0, ilirtirttl ,tre,t. lo(kuI rí)(.1rìls, rttrltrl:rrrd,,\r,r\){\rTl, \to¡'J(.te fL:r fitr:ÔilhtirtÇ.t¡-r¡-r¡¡,¡¡r',t:ìrlrll.o jl¡ii,.ìift tlrt¡ iìri,' ;l,ti.i,lrl ,'-lt:tirtil e:<ii:ntla(i Lrr)'r;¡r' r)ulìi.Jiì.i.
City of West Sacramento, C¡ty Hall Mechanical System Upgrade, West Sacramento, CA: Re',i,:', anil .rnalysis oltitt: arr,:i'.;',/ i,JrìiLrrììf)iion ,rt lfri: Ciiir ¡¡¡¡ ,lrr,J ihe ¡';ior-i,lt::rJ H\/{C .ln<J rì.ìe( lì¡nicll \ysterns ¡rrcl corltrol.ì r,'¡ith tlii: irlli-.nr t.) lJi()viilÍì rc,..()nlrììirril.ìtiorri itti'¡.i:ttl¿c¿irierìt tncl 'Jptirltiz.¡tio¡l oí liie i-lntiq,¡ ì,i-i¡-',,,, ciilrtg '.,;i¡þ (.i)st \,r'i irìí.1 {n315ur35. fl¡;Êtl i,ir'l tht rer-:rrn¡lerlcl¡l¡r-,il- it is iiur r.rrltl,:r'';r¡rtciiilil Il-t.tt tlr,..r i-ii; ii ;rr,:kirttl io t.le,..:lcp bid-¡-:,1,1),'Llrì:,i¡.r,rr. tr(Jr) ildcunì.lrlti kr¡' the HVÀ(. i:¡rl,ir.alrìerìt).
County of Orange, On-Call Architectural Contract, Various, CA: Ori-r rll jr:¡',,'i< iì, iir<.ludirrtl :,irìrl)i:llìerìs¡\,¡: f,ri ilit,/ citntliriitn ì:i'iìs.irììi-trnt ;, ít.l:iLrilii;r rrLr¿ liÈ:; ,rrrcl ,.le',ri1rr j,tr,ii(..-i5. Co¡irlrrlnÊrrt ¡rrojeitt; ìnclt.rcle: F¡rrit :-ìtr,.,'rt F-',1.;iirilit;¡ 5lrrrl! Fli,ri:l :i,-.r',ic':i ¡t Fr.riit 'dr-.sii,)riniRi:¡-,1¡¡¿tu,.,, ,i Desit-,Jrt; .ini1 l-a,lrtrì¿ i'liillrr,rl l-ii¡'jr:,1¡i,.>ri l)t'itiln.
Santa Clara County, Veterans Housing Condition Assessment, 5an Jose, CA: -\ ilr ilii,, r.:t{ì(litii)rì!..1:;)Ê j.;r'lr,-lrl1. rFC,\: i.)iihi: Hr;rn¡i.¡;,; \.iji:r,i'-ìilj iinrlr'qrlr'rr.,/ Hor..r ;Irt_1 i)rrJrJ4¡'iy ¡111¡¡ ,.í)rl)iit ì r)f ,r 1.1')-1ì(1,:, :iite Jrì(l .15,;i)il ii: r;i trurlilini; '¡l,r< r:. firr in¡ertt oi rhe FLÀ ', ,.¡s tl Oirl..liil,,rrnl;l¡tiil br;ilrJirrt¡ .tnil ¡:i:r¡ri:rtV ileÍì,-¡,,r,,-t,r'¡.ilir¡ìii¡,.r1;. frr,)l)í)r,t iorrili ii\,,iì ¡níi :,1< h ¡,rcili¡'i.
5anta Clara County, Communications Center UP5 Ascessment, San Jose, CA: ,1. i.¡:iliti,:; t.rt¡t(liiirtr¡ (ì ii.:-t';srìì:rrlí ,)i thr.ì [,lnint,jrn.l'i)itl)li f,1, .,r,:r irrltl:l\¡ rl.Jl]ljì P¡rtrn i¡i ihl (¡r¡ltri¡rr¡lii,ltjrtns i-,.rtitr l<tr_.tt.',1 ar ll0r_) (- ìr.ol l..r,i',. in j¡;i lrtse r-¡liilr rti,l, Tir¡ (,,1¡linruni,..¡t-¡ort', i-:ìrìt,-,ì.irlr-lrtrl¡:; r ,ìII ilitpatt.ir r'.rrr,¡r'rt(l ìrJalìi¡orl,ìl jr'nerrir:rli.t, È..l rrlì irr,1¡;,';',r'.1'l¡j'.itllrír-l I¡r¡'r¡1.¡:r¡ rr,r'1, t.lrit ri r,.ì,)iì(lì,Jiil.rlp) ' l¡tÌ)rlìrr;r California Department of General Services, California Highway Patrol Academy Deferred Maintenance Projects, West Sacra¡nento, CA: i-)'-¡.;rrtr¡¡rì(l i.)rì,rrr.r(.r rì -\!. ìílaìrìl\i ¡,i r\.i r,i 'j:,¡i.¡,r¡iì.:rrt,;.
E P,TTrdrrTl
163
ã!8
Alan Breton
JOB CAPTAIN
EDUCATION
BA, Architecture, Universidad
Autonoma de Baja California,
Tijuana, B.C. Mexico
BA, Exchange Program at the
School of Architecture, Seville
University (Escuela Tecnica
Superior de Arquitectura),
Seville, Spain
LICENSES AND
REGISTRATIONS
Project Management
Certificate
(in progress)
Lean 5ix Sigma Green Belt
(in progress)
CON]-ACT INFORMATION
te|.916.614.9742
[email protected]
\llith nlr;rr: thitrl .:iqlrt ;',-' ìIi ìrì ihit ili-'';i¡Jrt ,trlci cr¡ì!ttttctiarl ilìdÌt.;ti'/, Al¡rr'; j iprìrrù¡( c 'ìr'trr-rrììl)lfì:i(-l':ì rlir.ril¡.;¡ ltritji¡i ¡ tyr:e't irt,..lur.iiili1 iri.¡iter:l1r.t..,tiii-lrl, K-12 iri.lu<-.¡tiriû. t.ir¡ir' nturticip.tl. crinlin,ll jtr;'iir-:, (-\i¡rlnt\ìtC¡'ll. ri,.r¿il ¡rrcl icsicl.tnti¿i ,¡.;,,¡ell as a vliiet;r oi,leli"er), rììÊth(xis irrclrrclirrt_1 ,lestln-i,lLrilr.l ,irrcl lntet-¡i.rtr:r1 ¡,rr,¡.,o,'t rli:liver'¡, He i:; r,,rell-vi.:rs¿d ril ¿ll ¡rrojer.t l-)h¿¡;.is fro¡lr ;rirenl¡tre ilesigrr ii) (.olìstrLi(tior¡ ¡rlr¡ir¡ist¡',¡tiitn,lrld is i,lrlili¿i,nrith irtterí.ttirrq r,r,ith clierlt''. ¿orrs¡i¡¡nt;,,.,endrtrs ¡¡C br-rildirrg itlñt.i¡ls io enjLlre proier-t neeils ,rri) rìì,-rt. ,{lan ltrinils ,l '.re.rltlr oi 'l<ill;, irrr.luclirrg bilini.¡u,rl r.()rìlr'iìr.nliCatiorr skills ¿) .ì rr,ìti,/:l Sp.trrish-;¡.le.tker ¿rrrl f,rrniliarity,,,¡itlt irlilr.istry';t,irr¡:l¡rcl joft,¡r,rr",t incluclir.rr'1 ALrioC{1.) Sketch U¡-r, Re'iiI and ¡Uicr,r.:soft Olnci'.
RELEVANT ËXPER ;NCE
City of Torrance, Facilities Condition Assessments, Torrance, CA: F.:cilitic.s r,i¡nclitioir .ìise!5iìtent serr¡ic::; fitr or;¿r 5() builclirrr,ls tO oi,lt,tin cJnr¡tl::T: lttrildirrg arrd prol.)ert r lleíìr:ierlc\t e'.talt¡¡tions. prcp()sè ci-rircíiir,'è.ìtìd rlt(ì¡tìtJri."ìrìCi rJuL)filln-.ri¿l¡ti<,.rlÎ, ¡ncl pr(rlr¡r: bLrclget estirn¿r:.; íoi' th.. (,i.)ir.-lcti'i e '.,,r¡rk ior :ach i,rcility.
Sacramento County, Mather Community Campus Master Plan, Sacramento County, CA: Re'¡tr¡,,,r i.¡i lhe rurrerrt i)perat¡(ln of tlre i¡l¡ther Ci-rnlr¡lunir,¡ Cantpi.ts .rrl'-l f lt,:
iler¡elof:rrrent ci l,,laster Plan .lesiclr )er''.i ic35 i,.,,r tlr..' !,ìrlrpui, Tlri: ;crtpe of ,';o''l< irt:lr.tiJed ¡-r¡¡r.r¡¡li¡1¡..¡ thr'e5 i(lnceplr,tiìl ieno'r,lIi(tn l¿'.iotti: ¿rtcl Cit¡l;t¡t.irlti0rr i:tlsts f,.tr'i'en<-r,¡¡tirlq Iirr :ristinq Tr i-'vVirrq housirrc; builclinqs r¡rl-site to,r!,1{ltijs:) if bulildirr<.t stru(tur3j a¿¡r be r:ì, r-rtlrP(lsÊcl .lncl updatecl ,i; ",¡ell as ,,,rh.ìiÍìÈí ,ri riot the :r.¡st rrí ì:rlf)\r:lti.Jn ¡¡¡¡, vgi,.1lr; th¡-, cls¡ r; t i r-r l l l-¡ Lr r l il i, lLl i,. r.) 1.ì : r cr l.: r ì I C¿lifornia Department of General Services, California Highway Patrol Academy Deferred Maintenance Projects, ltVest Sacramento, CA: [,r..:;ltlrr àn,.1 r.,),riiru..iiun )tr\./¡i,.t:; tlr.nrtrltipl.= i|,,,¡'i-.ir,:ij m,linferr¿rri-¡ pr.r.rjert; r¡ tire (-¡iiiorrtia Hirlh',,rr., P.tti'cl :\i..¡clel i rv i n i\/i:it !¿i.Í¡r¡l:ntrt.
County of 5an Diego, As-Needecl Facility Condition Assessment Services. San Diego, CA; '\;ta'i ,r'rri-irìiì.,1íclfipír)rírrit.ri.ll';.4í)() f failitiei..rrìr,l l2 tlJrk;to,,l.it:. lic'-tpi- Oi '.,rr-¡lk inrlu,-1,:1i ¡r ri¡.r.:., cí ¡lsi.:i;, ,.rs;i-::;:;irtr1 :r-,niJilir-r,l ,trrrl pr;,.,idini,t rei'rr.tinirrq u.,:iLrl lrie :.,llcLrl¡tit>rl: it:¡ r.r;l trl l<trig-terrri <.,rpii.rl ¡>lannirr,-t:llì(-l rlle\iitrìti,.,? rìì,ìinii:rliìltt-i: pl.rn:.j.
County of Orange, On"Call Architectural Contract, Various, CA: Cn-,. tll jiií,i(e,i irlr.ltr,:lintl :-i)rnpr:lil':ì¡lii'ie i.l(-ilit,/,,,tniliiiitr, :t'i!,t5.;rrì;rnt:ì, f'-,r,;ibrlirT ii¡tli,-,s ,trtrl ,Jeiirlrt ;3r'iit.-'.i. Ci;rlrpt:rt..,-ili l)rr),¡?(.ij rrrr-lttr.l'.r: FrL.rii Siriiei Fil,l:i¡l)¡litli:irrcli,, Fl,,.r:t ie|ii,:e., ¡i Fr'uit .-ìtr.:.,1 F:¡;il;ilit,r Sttr'1,/: ¡,'i.r¡¡rteû(rrìi.i F,ri.ilitv,¡t Frr¡it ii¡:.:t F:-'.1,;ii.tili¡.,r !rr¡¡lv'L.rqr-¡n.t i\Jicltr:l Fe:;rrooirt 1e¡;lar:erli-:ni lj.:.;i¡Jn' anrl l-aqtrrr.,r irliqrrel Liit 5t¡ti,;rl Dlsrqrr.
Placer Union High School District, fuleasure G and D Bond Programs, Ar¡burn, CA:
Prtrg¡aili ìrl¡l <.i¡n.iru,:.iir)lì lfì,ìrlljÊÍ'rì¿rrf ;ef .,ii.¡-,; ior;\rìi:.1'iur,l L ìrtil l'-) ilitrlr.l P,'i.li.ir¡rlr,' ti;iAliiltl -. lt)'1 nlillittri ,,rlliCll i,lCl'.r,1¿:i rle,,r a,JiliiÍrrr iiitrl, .l;il--r,in;io¡1, nto<li:ir'li;Jtt,)n lrt{i riitlû\, lti.)rì í)rr)t¡raf i, I:1,tji-rr p¡¡¡j¿¡'¡', irr ih;: llí()itftrìì inclr.rrl,. i.lra: r,:¡¡r,,,:lli¡rn ¡]ilíi ijrir)rliì,ii' jrì ..'i Ilie i'l,lii,:rrt.rl irì:'gi;t-,ti-.i.| l-li:;i,-.rti-. È,¡¡l i-.; tbl-,e lj)trii ai P1,ri.,:r l-iirllr :,i ir,¡r¡l ,iti,.lt , ¡,i:
¡.(ìrì:.i¡ r.t,.i¡:rl irt l')1,r.Olitt:r l-tr'lj,.,ii.iililtlilei.ilnìjt{lCitL)nr¡i'ih¡'::.;,1. rr.,r.ií)r'i ¡lrj.i:,irìoll irrriìr liri¡l; lrì(l rìliì,llr ni:,itirtrl; ,ti Ll-'l i)rrt Hiilii icfrL;ol, E P,Trr{:rrrt
164
Danny Kim
SENIOR PROJECT DESIGNER
EDUCATION
B. Architecture, California
Polytechnic State Univers¡ty,
San Luis Obispo
CONTACT INFORMATION
tel. 201.889.6957
[email protected]
D,rrtrty lt.-ì,; six';elrs oi expetir:nce irr llre t.r¡rr;trr.rctiorl i¡rdr-lstr;r. prinr,rrily tssrstinr,l lic:rrseiJ,ir'r-l¡iii:c.t¡'..ritlr tlle desigrr of i:L.rildings, <li,,rrell ns perfonn¡rìiJ f¡cilit.¡conclition ,tssessnrent5. He is prohcient i¡r the use of Bluebeanr. AutoCAD, Bli\.4, Re,.,it, Sl<etchU¡:. Rhirro :ìD, Fulcrurn ¿n<J Aclol¡e ancl i\¡iii"rrrsoft Olf ci: Suites.
R E LIV¿\I'..] T EXPE RI Ë N CE
City of Torrance, Facilities Condition Assessments, Torrance, CA: F¡cilitir:s r-onc.litittn ,ìssessrrìent ser'¡ices for over 50 builclincls to obtiìin conr¡>lete l;uildinq and pro¡terty deñciertc;, e'"/¡luat¡on5, propose cotrectir¡e ¡nd tn¿rinten¿rlce re(:otnnì,¡rtdations, ancl preF)are buclqet est¡rn.ìtes for the correctirie ',,,ror'k ior each f¿cilitri.
City of San Diego, lmprovements for Fire Stations No. 3, 8 & 15, San Diego, CA:
Design ancl consi¡'uctiorl serr¡ices to rir"ìor.rrìt€,:nd imprc,re three h¡e si.rtions. Ser,,,ic:ç irtcltlcle r.e¡rlrcentent oí ¡he HtiAC systrrn, ílat rotrf co'¡ering ¡nd dorrn ri)onr {econstrrrctiorl. ,\Dl\ cOntpli.rrlc-r, ne',1,'krtcherr, lrairlirìg.l,i.ltCh ror¡rn, l¡rlll l)ett,'re,rcl,/ r.oont arlcJ laurrrJrT-r '.',.,r;r k ioonts. ¿ ncl cr¡iie til rfì lll ¡¿ rtae.
City of Manhattan Beach, City Hall HVAC Renovation, Manhattan Beach, CA: Ar, t:isds rrìentr.-rithee.ristirrgH\iHCs'ijtÊrrsforthe275tì0SFCit'/Hðll burldirr<¡,'r¡itlrthe tni..nt oi-prcvicling recontrrend¿tions ior i)/stenr tr¡:gracles. The builcling's Ht/AC svst¿tìt:, serrie tht'City Coirrrcil Clrantber s. the rlepartrnents c¡f fi¡rance, parl<s anrJ recre,rtiu¡t, ¡r,rrnr¡¡'rif'¡ 1.r,.,r1,.,r,'r,,.'t t',,- '^ ;^;,',,...'i^^ .^,-r^^,'1...,. -.,¡,rL/.i\-/rr\/l/rrrl¡¡r.r'(.ri,r¡rr'¡L)vurr.Lr,ililvttrt(l(¡vtrt.:lrrtrutw(j;ftrLtrtt(Jtt(tvq:tt.-ttl :jeri.,¡ces. Follor,"i¡lg tlre Cit: s r,,r,/ie,¡r i.,í tlre recor¡¡¡relcl¿rions ,tncl r,,plar,eini:nt rnodilrcaiion ;eleciion, Kitchell ¡rror.,idetl the ,rssociated tlesign serr.,ices.
City of Sacramento, Wastewater Building HVAC Upgrade, Sacramento, CA: Desir;rr :;er''ricc'; icr HtiAC LipìcJr.ìd:i tc 'r lû.9Lì0 !fi,.:¡,¡5¡p','r¡¡cr builclirrc¡ tnc;rrrr¡:assiircl rlesrqrr tií ilre ierrl<t'r,¡l artd r:placerreni oi se'¡eral HVAC Lrnits, ,r¡ri¿ble,lir r¡olunre box¿s ¡ncl io,.rÍ nlcltirlt',rcl ¿rhau:;t í:ns arrcl ¡clr.lition ¡rideclic¿terl split;','st:rrr r.rr'rit.;.rrrcl ¡ fctrr-t,.rrr.:''i¡l:le ref i'iqerarri R0ì,ì1 systenì.
Orange County, On-Call Architectural Contract - Laguna Niguel Park (LANI) Restrooms One, 5ix and Eight Demolition and Replacement, Laguna Niguel, CA: ,.\ S1.ó ¡lillion prcject adaptirrg.rrr eristinq builclinE d:sign íor r'estrocms one, si;< and eir¡hi .ti L;:guna irligLrel Rr:gi,rrr¡l P¡r-k. The pioject irlclucles ilenrolition,li the e;<istinq ¡tarl< rÈslroor'rì í,:cilities ,lnd corìitír.rciion oi r¡e',ri reÍ-tl,li,-.r¡lerlt í¿ciliti¡:s. KitcirÈll is J;r,o',iilin11 clesign anrl ci.¡rl,itir-rctii.;n,lcl¡lini>tr¡tion .ervices.
Orange County, On-Call Architectural Contract - Laguna Niguel Regional Park Sewer Lift Station, Laguna Niguel, CA: Design ser'¡ices íi¡r ¡ 5ir00,00r) prl)ie(.i inclurlirrg denlolitiorl and replacemetlt oi,rrl eristirlcl p.lk se1¡rel lift st.ltiorl.ì:it¡rk includecJ renlc,¡¡l rti the ¿<i'slinrJ;irrrtle pr-tntp ;ysient. crtntritl ¡ranel encl elei:tric¿i :oniiui¡,,¡,,irinrl, secrrriry ierrcirrq ¡rrd i:1,¡tocl fuoting ¡rrcl ì¡rs¡all¿t¡orì oí r'ì rre,../ ii'-t¡-rlt-.;< punìp )y ji?nl. v,¿lvì b,:;r control p¡n,-.1 rircl r¡l¿i..d i:lectrie¡l rondtri¡; lrd',rririr'rl ì;',rÈll r'i rìe,.'.: ;eirrrit',r íencir-rq. 165
Ahmad Elkot, er
SENIOR MECHANICAL ENGINEER
EDUCATION
BS, Mechanical Engineering,
Oklahoma State Univers¡ty
LICENSES AND
REGISTRATIONS
Mechanical Engineer #M387 46,
CA
CCINTACT INFORMATION
tel.916.614,9773
[email protected]
l\lrril.iil f.-r¡i¡1i11' .1r.,.¡¡' l.-) Vcìr:1 ,-)l-it)(ll!iiir,irì(..: in,ill i,,i,.t:;t',; o1':lnrlt¡l<,:t,:lirì,J r){)Ètttt,itli. l-1e i-<,ttor'.,.,,trr1-f lrirrkirri:¡ l)ioie5iior'ì,ll ílr¡rili,¡i .,,ii.li ,lll ,ìi[)Li(.t,,rii'¡1.]r l¡,rrtìi.,rl l-ll'AC i,rr l(-ll Ii-lrri.¿trorì r-orlì¡)ìiìr-r,i,li, ¡et:il, ti:'jl.ìtlr'.ìrì1,.ìrtr] llr.oCe5-; ìr'ì.firt,::..tiìrtr; ¡rtitli:r.i.,,\;.i 'ìi,:rlit.rr l,i¡'i.li.irtic,rl Ërigirt.,rtr', i\hrii¡tl ilet,,elt¡p¡ ,rrrtl ¡lrit,.lrt(-i:ì\ . ()rtrtli-tr.Iir)n ilor-Urìì!rtìI.:
to tLrlílll i-liç.rtt:,'qoul;, d,:etilines.{ ¡;crrrtit,r¡-r¡.rro';,rf. l-1e is;¡ str.rnrJ a(jvoc,ìiír,;f ;i.rutrrl ilrì\,/ironnlerrlJl 5ir'ìt.lgies, str',t:lin¿ble de'¡elr:pr-l,.ill, íits()uf{-1 . r)rì.;er\r ttiort. lrld ,,'l.titr, ¡:r.ltl,.-tirl¡1.
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City of Chula Vista, HVAC AsseEsments, Chula Vista, CA: ;\;;¿s,lììerrt; -it eiqht site:, 'i.li)i:; í-hui(ì \:/irt,l i¡i ')tLlet ti) at¡,lil,ìt;l the e:iistjrrt HVqi, ¡¡rtl ligirtiitr-J r.)ntr.ol), r-lLrr¡'¡llr)F ;i'irrclarcl;, ilrl{,1 :rrldr(JV i¡lotli:is -trral l)r:f)ùte optiûr'is ic, tha i-it'i ii.r.-'itirei.i:ltl.t(.-t the Hti.\r- ,-l¡lit.s ioi:,irltil,lr t.irlit¡ {)f to pr()po:ie rìti.ri.ì e.<i::rl,i'/e rrìeth(}(.J\ l,:rr iiJill,li.clili'lrlf , Å:)riÊ)çíìt'.nts Ìn':lLlcle i;liheiirtrl i:xislirti,¡ rlaia, prepar,rtic¡r¡ Ji e',,¡l'.nti,.rrl nrr,linqs anil of-¡¡j,;n ,,¡nal',,;ir, 1 . J'i i :-l,i I r rn, ì t -t,-r i lr.l 5 n r¿ i t (, i r ;/ i:lLil r l ì nì {j r ì ( l () i i í) tl.;.
Orange County, On-Call Architectural Contract - Laguna Niguel Park {LANI) Restrooms One, Six and Eight Demolition and Replacement, Laguna Niguel, CA: :i il.ii lllillilrrr prilje!i acia¡-.tirrg air e:<i;tirrg buililrrtil il:.sigrr iiti'irìjtirronrs i)ní1, ;i.<.rnrl -"ighi ,ìi L(ìaJtlrt,ì i\lir;ui.l Fìegirtnal Park. The proier.l ini.lrirli-.'; tl','rllrrlifi¡)r.i ,)l ifìiì,.'ri\lirì(l i)¡fk r?:ìlroorlì i,ti.ilrtiei .ìrl(l (.)rtstrucii<;rr of rl.:'.,i ,.epi.r, :nlent i,lc ilitrr:s. Kitr.h.il ii ¡tr',t'.rirJir'rt1 al!.:;riJrì ¿rrl(l :-)r'ì:jtí|(.¡it'i¡ rclllirri-;Ii,li j()ll ;dì\./i!aì,;.
Stanislaus County, 102't I Street Building HVAC Replacement, Modesto, CA: [ri-.,;iqir :,ìr.rlii-,J:r i'r¡' th,: r'-.placcrttiìrti of rll e:<iitirtq H\,'Ai- lr-luif)ntitn¡ .rrttl (.t¡l(r.jl ; .rt I,i-rr-; .j3,o,.r.1 ',F í:t'ilit,¡ tir,rf llcr;ji-.; iile i lerl< [ìr31¡¡'¡J¡;¡ ¡r-ii] lulllir- [)ei..nelrlr ¡riñles.
Santa Barbara County, Northern Branch Jail, Santa illaria, CA: l\ ¡1,:,,¡ -,il,j 'r rliilion, ìl)¡ri)l,r jÈ 1,7,-.-i¡¡:rl.orrrìi'¡j.lil i,.r,rclerl¡hrorr,lit,,t¡1 r;tì{)l¡ril:¡n.;i,i.iri,1r.ri :lllrr-.rlilril ,:i.itfii'; b*ri, ií il,.iuitlt i.ells cr iloi';ì ..onni¡tl,ltiorls, :ll nr,,r:<irìtint ,al.ttlir.r¡ berJ:; ir't ;irrgle i:r ¡lrlr¡l¡1,'' i::ll ,- lli.l -l,l ir':rJr i¿¡ ¡¡,,¡r-ljr-,il r', r¡:ni,il lìr,¡lijt it,¡rlì¡1,.r.
Yolo County, 10'l Court 5treet 2nd Floor Tenant lmprovement, \lJoodland, CA:
:\iil-¡iI-"r-iir¡'¡l anrl+rtqirieÙ'irrq ;r.ltrrn,iii,-,ii.'ji¡.J¡r j/ìr'.i( -, r.,i .tr'i,1 r,r i¡i.iltt.¡!ìn.l :ì [.-.r1.]11f i rÌl i rr,)'.,:r'rìit rìi i,.;'' i h. ii) r.l ¡ lt..r, County of Sonoma, Main Adult Detention Facility (tulADF) VRF HVAC Replacement, Santa Rosa, CA:.\.¡.;e:¡iili:rii,lrt¡.1 ,J,:si¡l'liì,'ir ,ri--i) ili tll;, ielli.ri -trirent l¡l(1,tí ll-r1:J¡,ì(.1,j.) 1)ìl iile Hti¡tí-:)!,iterïì,r s,rìt'vií-es tlre lìe¿ori1, Office ¡nc1 iT D,¡tr.
County of Sonoma, North County Detention Facility {NCDF) Kitchen Replacement, Santa Rosa, CA: à¡rerlrll?rli,lrlil rl¡:;ir.lil j::t 'itl¡. j rttr il ,,: l.Ì:)1.ì,. 1-lrìì,.ili.,)i iiliì kiltlìi.rI , 1 r.,t i rtai1,-: i,, s larlì,t n r l lcl,-l i i i,'.;, r,ì I r. ¡ r-)al i I í I :t.i.
California Department of 6eneral Services, California Highway Patrol Academy Deferred Maintenance Projects, Sacramento, CA: l.ì' ,',;rt1ir ¡lrirl .i-rrì:ìr.ír,rr,iir)¡r j.-ìi'rii :Ì¡ :,.1,.1 lrrlentO.
166
Andrew Pascual, ne
SENIOR MECHANICAL ENGINEER
q
EDUCATION
BS, Mechanical Engineering,
University of California, Davis
LICENSES AND
REGISTRATIONS
Mechanical Engineer #M39477,
CA
CONTACT INFORMATION
te|.916.614.9764
[email protected]
A¡rdre,tr l:rings nine yean oie,\perierl(€ irr ¡he corrstrt¡ction inclrrstry, prirnarily a;sistirrc,¡ proie';sir.rnal enclineers vritll H\¡ÀL i,lesigrr arril plunibirtg layout; t,:r: variety cf n()nresi(.lenti.ll bLrilclirrg l;,rpes. His .idclition,,rl erper'ience includes tÍre ,-1e:;igrr oi diqital labolatorv instrLrrlenti u:;i:d to rììe¿sure lr'ìcl .rrìdlyz': systenl piol:erties. Anclre,,,¡ ¡s prohcient in the use of ùiicrosof t \.;\lord, lriit.rosr¡ft Ixcel, ErrerqyPro, AutoCAD, Autodesl< Revit, SoliclWor.ks ¿nc1 I rrr.;errtor.
RELEVANT TXPËRIENCE
City of Torrance, Facilities Condition Assessments, Torrance, CA: Facilitres conclitron ¿ssesimerìt serrrices íor o,.,er 50 buildings to obt¿¡¡r cornplete builcling .lnd property deftciency ert,rlu..ltions, ptopose cotrei:Ii'.;e .lnd nl.ìnlte r'ìJnc-. ieIJrnrnerld¡tiorrs, and prep¿re budget estirrates for tlre corlecti.,e ',vork for eacir iacilit'¡.
City of San Diego, lmprovements for Fire Stations No. 3, I & 15, San Diego, CA:
Desiclrt ¿rnd i,orrstruction ser,rices {o i'eno\/¿ìte trrd irlpr,l';e three fire siJtrorìs. Sei'.;ices include replacernent of the Hi¡AC s)./stenl, íl¿t roof torrerinct ¡¡rd ckr'nl Íoc)m rrccnstrLtctturl. {DA cornpliarrce, rìè\ìr kitchen, tl,'irnirrq.',,,,'¡¡¡h rr:onr'bull perìrr?¿ld)/ roclrn ,¡nd larrnclrr/,' ',vorl< roorns, and cocle corr.r¡:iiarrce.
City of Santa Monica, On-Call Mechanical and Electrical Services, 5anta Monica, CA: On-call nler:hani<-¡l and electric¡l clesiqn ;er'.,ices incluclinq site inr¡estic)auorr, .1,..-,^,..1..,,^1.^...'..',.' ,-+;.,^ ¡.,,', ..^,,'.:èÈ;^ , l-..1,1..,., -^.1 -^.. -.,,,-t;.-^\.lLrlyrr llLvJlvVllrLrrt. LVltr!¡uLllVr¡ !lrrlUrllC¡lt). y!:rrllllLl¡ly, UlUUll19:¡ll!l \'Jl l)(lU'-LlUl¡ ,lclnrirristration ;r.r ¡ices tlrrough constlr-rctiort corlpletiorr for '¡¡iiot¡s ¡:roject;.
City of Manhattan Beach, City Hall HVAC Renovation, Manhattan Beach, CA: Arr iljseisrneni oithe axrsting H\/AC jTsterls for rlre 27,;Ll0 St CitT Hâll btrildint'¡,.r¡ith th,ct irltertt cf pro'iidin13 rL)aornrlerìd¿tions ior syst.lm upgiacle:. Tire bLrilclirrr¡ ; H\/;\C s'lrii,lrìts serr¡e ilre City Councii Ch.rnrbers, the de¡rar trnerlts oí finance, pail<s ancl r."cra,ltion, torrtnturtity cli:',elo¡trttent, ht¡m¡n resouraiìs, inl'orrn¿tir¡n techrrrtlrtr;y ,rrtcl rnanatlentent. ;er\.,ice.i. [ollç,,,r1¡.ìi, tire Cit;i ; ¡gr7i¿,,' oi tire recorrlrríJndat¡rlni ailcl r.:pl.ir-ernent' nroCificaiiorr ;electii¡n, l(itchell ¡ric',,idecl the assitciated desiç1n ser,,,íces.
County of 5an Diego Facility Condition Assessment Services, 5an Diego, CA:
{sses,sments of Lrp io óeì0 f¡r:ìlities o,,?r a jix-ye.ri periocl. Scope of ',v,:rk ìnclude6l ¡3r¡i¿"r, ef li5ets, ¿sses-iirtg cl,ritcliti<-lrr anrl ¡rrtr'.ticling ¡'erl¿inincl useíLrl life c.llcr.rl¡trons f,-¡r use in lorrg- ternr c.rpitaI pl.tnrrirrg ..trrcl pre'renti te fllartlt3rr.lnrc !lI¡ns.
County of Orange, On-Call Architectural Contract, Various, CA: On-cell ser'¡icei irrclr-rdinq coûlplLrherlsrve i:<-ility concliiiorr ¡isessments, feasibilit'¡ stLlcJies ancl clesigrt services. Corrtptrrrerrt firojiìcts include; Frurl Sf¡eet Feasibility StL.rcl;,, Fieet Ser';ic¿s at Fruit 5ir.eet Feasibility Strrcly; ¡,,ì,lirrt:n.rrìce Facilit;r ¡t Fruit Street Feasibility 5tudy: Lacluna i\igrrel Ri-.stroonr Repl.rtenrerrt Desitln; ¡ncl L¿quna Niquel Lift Station Desrgrr.
Stanislaus County, 1021 I Street Building HVAC Replacement, Modesto, CA: D:siqrr s?r'¡ic,:i íor the r'ilpl(lcer-neot of ¿il e:<i;tirrq Ht/lC:quipnlent,lrtcl aorltiols.lt thit l,j,ó,jj >F i.rcrlit;r that houses tire ilerk Re<-orcler ,rnd Pr¡blic Deierlder oñìces.
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167
Anthony Kwohg, er
MECHANICAL ENGINEER
EDUCATION
85, Mechanical Engineering,
California State Univers¡ty,
Sacramento
LICENSES AND
REGISTRATIONS
Mechanical Engineer #M401 55,
CA
CONTACT INFORMATION
ïe1.916.614.9731
[email protected]
Anthrlny h.ts ltl 1;.¡¿¡5 of el¡ter'tetrc: itr ihe constrttction inclustry. orinrartlT rssistincl pr.ofessioiral enqineers ',rrtf¡ iIVAC desiqn ancl plurnirirrg la'/orit,j ior ootir residerrti¿l arrd non¡'esidertti¿l builtlirrqs. His ¡ilclilion¿l experience inclucles assistirrq .líents b.v ensrrrinE that buildinqs iìreet ( urri-,rìt C,rliforni¡ èrlerqy st.rnciar.rls by creatiirq Title 24 rneriJT repoiij foi both rr.sidential ancl norrresidenti.rl buildings. Anthony is prcficient in the use of iVrcrosoft t//orcJ, ivlicrcsoft Excel, EnerqyPii.t, ñliciopas, Autr-¡CAD arrd Autodesk Rerrit.
I?ELEVANT ËXPER.IENCË
City of San Diego, lmprovements for Fire Stations No. 3, 8 & 15, San Diego, CA:
Desig¡r,rnC construction s:rr.¡ices to rerlovate.rnd irrtprorre three fire sr¡tions. Serr.,icEs incit¡de replacerlerrt of the HVAC s)rst-.nr, f'ìat roof covering arrd dornl room r¿constiLrrÌrorr, ADA ;orrpli,rnce, ¡ìe\,,/' kitchen, trainingr',,,rrt<.h room; bull pen/'read)l roorl ¡ncl laundi¡i,' ,:Vork ¡.oorlls, ancl cocle compli.rrrce.
City of Santa Monica, On-Call Mechanical and Electrical Services, Santa Monica, CA: Orr-c¡il meclr¡nic¡l ¡ncl electric.ri ilesigrr :emices irrclr"rdinc¡ site inrrr:stiq¿rii¡n, Ct'sigrt clevelol-,rnerrt, cr.ln;truction clocurnents, ¡:einrittinq, bidcling :ntl c<;rrstrLrctìon acfiirinistr¿tion ser,;ices tlrrough construction contpletion for r¡arious projects.
City of Thousand Oaks, Newbury Park Library RooflPV Design, Thousand Oaks, CA:
Desiqn services for the roof replacement, r.rpgrades to eleciric.rl panels.rrrcl exterior liglrt ñxtures, and the adciiiio¡r oi sol¿ri panels for this 31.26l SF librar¡r Riverside County, Riverside University Medical Center - Emergency Department Expansion & Remodel, Moreno Valley, CA: ¡\ 512 rnillion projecr rerlodeling space ,,,rithirr the existinq erTìelgency clepartment. vì/ork inclucles .r 2,049 SF ,:xf.¡arlsion of ihe '.ristirtq '',¡¡itinÇ ¡ie¡ for,l ne\,,/ reclirjtration check-in ar¿a, RllE rrapicl rreclical e'¡alu¡troni exûm rooms, ¡:ublic ',,rartrng, public tcilets a¡rd r:sults ,,r¡iting .:ìre¡.
Kern County, Justice Facility, Bakersfield, CA: ,\ ,re,,,r S l2íj.7 nrilliort ,717 074 5F i22 i:eil T;rpc'll inrecliuril-,ìrì,(irììurlìi jail flcility. Tire project i¡l<,ludes thiee separate bL¡ildirìgi,^rith ihe ir¡llor¡iirlg: three nle,lirrrr s\ìcuritv housinr:¡ ¡-lods, r-rne speci,ll lrousing poil,';ir;itaticin ¿rt¡, innrate propeitlr stor',rqe, infirmar;,(nledic¡l ¡nd mental health serr¡ices), supp,rrt services area, st.rffare,r, adininistrative cffices, central plant Aiso irrcluded is ihe upgr,lde lrrcl expatrsion of the existing orr-site'i,/¡ter iupplV sysiern ¡¡161 r.,,'¡;{g,,v.¡ter tleatmetrt ¡rìcl ilisposaliacility.
Sonoma County, Adult Detention Eehavioral Health Unit, Santa Rosa, CA: ,tr ¡s'1,, j45 rnillron, 34,000 5F SB 8ó-l í,rnclecl prolect tc prcriicJe â ne!v secur. rlent¡l he¡lth tre¿tnlent facility krc.rted adjacerrt to tlre itiiain AclLrlt Detentiorr Facilit'¡ ¡n 5ùnta Rosa. Iili: ne',; iacilit'i ',vill ¡rrovirJe ouil)..ìtient L:'.¡el tre¡tment ¡nd reh¿bilit,rtion p11)qrim5 ¡ncl serr¡i<.eç for'the ûtrìiùll) iil inm¿rte pcpulation.
Madera County, Old Jail HVAC Replacement, Madera, CA: Desi,:t¡r ser,.¡ices to replacr tlte Existirrr,; he,ltirlrl,'rerrlilatirtg, .r¡rd ¡ir.cortclitiorrirrg i)/sterìs :;êrr,'ir'ì(J tire liotrsirrq unrts ¡ncl ce¡itral ¡rlant at tht-- exi:;iirrq old jriloriginall.v built in 1t)88.
Elfff+;rm
168
Maya Aldaghi, er
MECHANICAL DESIGNER
Á
!=lr--
-¡.--EDUCATION
85, Mechanical Engineering &
Sustainable Built Environments
University of Arizona
85, Biosystems Engineering,
University of Arizona
LICENSES AND
Kt(JlS I KAilUt\)
Engineer-in-Training
CONTACT INFORMATION
te|.602.222.5314
maldaghi6kitchell.com
!Vith L)\/er :;e\./¿tì t11aìr.i oi ex¡.lerience, iVa;r.r r:; ì nlr.ritr't¡lrìtrtec.l coilst¡'r-rctioil [)toiiti5ir)rr,ll ,,r¡itlr ¡ 1..'¿ssic>rl ior rrter-il¡ni<,rl :rrgrneerirtg.5ltr-. is,r rti.ot¡rrizecl iltot,.leni sol,rer ,lclefrt ,¡t clisccr¡erincl ¡rrrJ resclr,,ing ù1EP r:ontlicts thrilu,.lh clet.:iled re\/i'tr\'ìr ol plens ancl specs, ûìastery of VDC soit,.vare, ¡ncl effectiv'e interpi:rstrrral sl<ills. rUa','a is rn Enqineer-in-Tr ainirrc¡ ,rrid curii:rrtl;r pilp¡rirìg to sit ior tire rlech¿¡ri<.al ptoie;;ional err<lirreerinrl ::;<arr,5lre i:
proficient in the use of ¡¡1ic.¡'osoft \,VorcJ, ù¡ìir-rcscit Ercel, Errer,cy'Pro, AutoCAD. Àutt'¡clesk Re\/it, S(jli(l\¡iork; ¡rrcl lrt'rentor'.
RELEVAþJT EXPERiËNCE
City of Torrance, Facilities Condition Assessments, TorÍance, CA: F¡crliti..s corlditir,r¡r rlssêsSrn€nt ser,rices for <¡v't-,r 50 btrikJinqs to r;bt¡ir.r ror¡pluti: builclincl .rxl f)rcpert,/ clehciertcl.r e'¡aluatiott-s, propose ccrtectit¡e ancl rnaintenance t'eí:orrìtlìencl¿tions, arld llr,lp¿r'e lrr-rclget eçtini¡tes ior the rorrecti'¡e ','¡orl( for :,rclr ílcilit;r.
City of 5an Diego, Decarbonization/Electric Vehicle Supply Equipment {EVSE) Assessment, San Diego, CA: Pro'ricJecl Dec¡ibr.¡niz¡tio¡1,'Et/SE ¿sies\rlìerìr; r'.rr -ll2 í¿cilitres thrcuqhcut the,,ity. Libr¡ries, police strtic-.rrs, ñre statiorrs, ¡-.ublic urilit;.'í:cilities ani.l '.,¡rious cther buildin.e t1r¡-'r1.5 are beirrg cls5?ssed ¡nd the firrtlings,*ill b¿ usecl io allo,,,¡ tlre cit;; to cie.ìie iossil íuel i:linrin¡tiorr plarrs, Tire cìisÊ:5rìr:rrlt arrrjr)lj .¡f ',i;¡¡¿l r,:7.11[- throuqh surve!;rj of ihe iossil bLrrning systems,',t¡rpli¿nce:, ¡rarrels ancl rel¡ted ;ite builclinq 'j'l st.ì rr ls ¿ s','re I I as cla t.r :ol lec tiorr.
County of San Diego, As-Needed Facility Condition Assessment Services, Various, CA: Facrlity conclition ôstes:jrììent ;er,rices for mLrltiple buiklinqs tlrr'ouclhr:irt the Cor-rirtv (Jrì in cì-c-nêÈ{led o¿sis. Sccpe li',vorl< ir.¡clurJe¡l ¡¿r,,jgr.'., r¡f ,¡ss.,ts. ,ts.;e:;siirq tlre conclitiorr ì¡rcj l)r',1'ri(jinçJ ren',airrirrq Lt:eiul liír: r-¡lct-rl¿tions íor trse in lorrg-tenrr a:ìll¡r,ll planrtin,l .rn,1 ir¡¿v3¡1f ir¡.: ntairttenaitce pl.tn ;,
Marin County, Behavioral Health Facility Condition Assessment, 5an Rafael, CA:
F¡<-ilit',, t.:;nrJition ,ìs'jils;rreill iiìr'.'rcLrj for thi: 3¡,t-l{)i) iF, t".,r.r-str-rr ), beh,lvior'¡l ire¡lth brrrlilirrg. TÌìe purpojc,rrf ili.,ì ¡¡se:;.snlent is lr prirvide il<¡,..rrinent,ltit:ri,tircl .'trt,rl;;sis of the brrilLliirrl corrilitions (-ìrrc1 l)r()vi(la r r\.4rrlti-'i¿¡r L.r¡:ital Pl¡n ritl'íCPr ic erìiLr13 their: is arr effeciir¡e lonq-term capit.ll irrr¡est¡lent in ihe eristirrg t¡Lrildinq, Scc¡-,¿ ¡¡ i¡ro k includecl
1.a';ipr.i¡ oi ¿sset;, a;sessing tlre corrdition ancl pr';,ridirrg rer¡.rirtirrr; r-rsi:íLrl liie c,ilrtrl¡ttorl; iilr tr;i: in lorrç-teirrt ,..,tprtal lrl,innint¡ :ncl pte';ertti'.,e llainten¿rl<.*" ¡;l;ns.
City of Peoria, Facility Assessment Evaluation, Peoria, AZ: F¡tiliti¿: n:ìs¡j¡ilrrênl t',,'llr.r,rtirl;nr, ori,ln orr-,-¿ll l;â:;is. o'¡er,l thr.ee-;le,ri o¡:rioci. Thii nrulii-1ie.lr pr()ieí-t ,,ritii tÍi,:'iitlr h¿s l(itchell coni¡'¡ctrcl to cornplete :lì;je5srìrerlls '¡í l0 i¡Lrilclirr,.js l.rppro;(irrì¿lt3l,i .lar00005F) il,¡er.ìthree-Ì'e,iiperi(Jd.The;cop:,,ri',rrorl(i¡li.luclttl :l¡ìar(.rrirl¿iii¡noith.. rroñrrg. exI¿riors, iiìti-.riort, illei.h¡rlic.rl iiJSl.erì1,;, eli:ctri¿,rl sti¡rply ¡rrd tlistiibuiion s\i sIÊnrç, ¡tlurnl.lirrr..1 ,tt¡:pl;,.lrtfi ',,¡Jsti-'S)rsietl)s, iir: ¡rlcJ lif : sitíi:t;,'ilr'Jti:Ci¡ùrl S)iStetìlj, s¡rr:ci.llty rc¡u i¡rrriiìrri, :ite r-rti Iiti¿s .r rrrl riii-: i rrr¡rru'ri:rrteni ;. 169
M¡lutin Backovichr PE, DBIA
ELECTRICAL ENGINEERING MANAGER
EDUCATION
BS, Electrical & Electronic
Engi neering, California State
University, Sacramento
LICENSES AND
REGlSTRATIONS
Electrical Engineer #8i3335, CA
Design-Build Professional
CONTACT INFORMATION
Te\.916.614.9712
[email protected]
À/ilutin h.rs 0 ye.rrs ol'ex¡rerierrce in the ccnstiuction inciirstry rtrlilrrtin s Èxpr:ìrierìccJ inclutles electri<..r1 rlesiclrr r'e'rie,,,i,i, tlre clesi<1rr ,ri eler iric¡l po'.,rer ,rrlrl liqhtinq j)/sterì'ìs. cJesigrr of siclnal and conrnrti¡'licatiorr systeñìs, ¡.lro.jeci rrt,rrt.tc..¡erncrtt, scheclulirrg ancj cttst estinratinq. His e:<perience inclucles desigrr ¡3r7isr.,r¡ of nrure th¿n 5l billiorl irr pLrl:lic. sector f¿cilities, errcornpassing Lrnivr:rsity ¿nrl conrnlurrit,v college, civici nrunicipal, K-12 edut.atiorl ancl crirrinal justice facilities. fuiilutin h.rs ¡iso assist,,.d in the est¡blishnre¡rt of schedr-rle mrlestones .rncl fecot¡r.r)¡ schecltrles.
RELEVANT EXPERIENCE
City of 5anta Monica, On-Call Mechanical and Electrical Services, 5anta Monica, CA: On-call nleclr¿nic¡l ancl elei-triccrl clesiqn ;er'¡ices inclucling s¡te ¡nvesticl¿tion. clesiqrr der¡eloprleirt, construction docurnents, perrrittinq, biclding ¡ncl corrstruction ¡cirninistration ser'¡ices tlrrorrgh ccnstluctiorr corlpletion for rr¡rious llroiects.
City of Anaheim, On-Call Consultant Services, Anaheim, CA: On-c¡ll nl.ìste r ionsultarrt clesign, plartning ancl corrstr'r-rctirJrl sLrl)poit ;er'¡ices on ¿n on-t.all b¿sis. Ser'¡ices inclucle cornpr,-'herrsi';e írcility corrcJition å!tessmerrrs, íeasibilit;r stLrdies .rrrd clesrgn. Ccrnrponent projects inclL.rrle generaior stLtclies f<¡r the City H,rll ancl a police stâtion.
City of Chula Vista, HVAC Assessments, Chula Vista, CA: A;:;essrnents at riglrt sites ¿cross Clrul¿ Vist.l in orcler to er.¡Alu.ìte the existirrg H!'AC ,rncl liçlhtirrg controls, de'¡elop .- .t-_-t- _-_¡ ---.-.. .--^t ¡-_ _-t ___ --_ - --: --..i_ _t- -r--\t.lltLldrLl), (il¡u ïrler9y ilrooel) crr{-¡ prtpdrc upuurS rur ule Lrr'/ Lr_J r'lulcl r':ljr(lLe ure ñ'/aL r.irrits for.sinrilar trnits or to propo:ie nrore exiensive nretho<Js for teplacerreni. Assessments include gatltering existing daia, preparation oí ¿',,allr.rtion. ñndinEs ancl optiorr :ìrralysis, cost est¡nr.ìte ancl Srrart City recornnrend,rt¡orls.
Monterey County, Jail Emergency Generator Replacement, Salinas, CA: A : i.)7 000 projer.t con5¡sting rf the derrrolitiorr of i',,ro :xistirrc,l gener¿tori ,ìncl ¿ j:ioci¡t.d tr¡nsfer ';,,'.'itclies, claT t.rnks ¿nd íuel t.rnks ser'.¡irrg the 75,00i,ì SF Aclult Reh,rbilit¿tion F,rcility. The e:<i;ting rJerìe13tor\ irr.,elt rSpi¿c,lrl ,,vrtlr "l ir¿'.r 5ù0 kt¿\/'ír0r-l kr,.r gener'¡tilr',,/ilh,ì;ultbase íuel t¿nk,
Madera County, Old Jail HVAC Replacement, Madera, CA: Design ,;er,¡i<-ai io r:piace the existirrq he.:tinq, verrtilatirrg, and.rir ccrrclitioning s)/st?ms seiving the iror"rsing r.rrrits ¿ntl t.entr¡l plant at tlre existrnq olrl jail origirrall;r bLrilt irr 1988.
Marin County, Center Campus and Fairgrounds Electrical Assessment and Arc Flash Study, San Rafael, CA: Engineer'ìrrg serv'ic.-s fo'. six builclirrgs totaling 80,i,)0i) SF proviciirrc¡ ccntprehensive iníorrnatiorr, clocumerltaiion. an¡l),sis ¿rnd reconrnlend.rtic¡¡rs Lr¡seC olr ¡rr elect¡ical assejsment, loacl str-rcly, electrical ¡s-builts ¿nd àn ,rrc ílaslr stud;;.
Sonoma County, Veterans Building Emergency 5tandby Generator, Sonoma, CA:
5,:c ping clocr,r¡lerr ts fo r ¡ S -2tJ0,0i)i.) pr.cj :ct coni i ; tirrg Ji ¡ rle,./ g. rreíator ior the I ij,00{l SF Scrnonr¿ Veterrr'ls Brrilrling. Scope i:f ,ivork inclLlclecl the tlesiqn ùi rr ne'¡r clerrereti;r and ,rr-rtr-lr¡l¿tic tr¡nsfei s',rlit(it. Ser,¡ìr-:s in< l¡,rd..r.l ,-,llrrstiirciii.r¡r ¡rJ¡lirri:,tratirtn jer\ric?s il¡l(l purrch Ist sit:'¡isit ¡t the lrrtl of ,:i)lstrLrctron,
170
Gerald Neuffer, PE, LEED AP
SENIOR ELECTRICAL ENGINEER
EDUCATION
85, Electrícal Engineering,
University of the Pacific,
Stockton
LICENSES AND
REGISTRATIONS
Ëlectrical Engineer #E14881, CA
LEED Accredited Professional
CONTACT INFORMATION
te\.916.614.9774
gneufferPkitchell.com
Geralcl h¡s ',vorkeC exclusi','el,'- in the ñelci oí pri'rate eleci¡'ical consultini¡ for ne¡rly 30 ",/È,Jr5. l)urirìgthisiirle heha:11e:igne(iele(tric¿l s)/sterìrsfot¡,,viclerarrgeof tetril, resiclenti¡1, nrilit.rry, hi:¿lthc¿re, ¿nrJ eclucational iaclities. He has worked ¡s arl electric.ll clepartinent Íìdrl¿ger.ltld le¿ìel/Ûlentorecl a tea¡il of :.lectiic¡l errclineers and rlesiqners. Hr:
rìr¿rly lit.en5es llav. allovr¡r:11 ilirn tri ,..roik, re'/ie',v, and ;eal hunrJreds of prr.rjecis ,lcross the United States. He holds a t.ertifie¡-l Carbon and GHG Rec[rction r\lt]naQÈr (CRri/) desiç¡narion RELËVANT EXPERIENCE
City of San Diego, lmprovements for Fire Stations No. 3, I & 15, San Diego, CA:
Design and ccnstruction si:rvic.'-.s to r¿novJte ancl irnprorre tllree fire stations. Ser'¡ices include teplacenrent of the HVAC syster'n, íl.rt rcof co,¡erìng ancl dorrr roonr reconstruction r\DA conrpliailcë, oê,:rr kitclrerr, trairtirtg,'r,,ratch roor'r'¡, bull ¡:en.'reacly r'oom arrcl l¡r-rrrclr\r, ,..¡ork rooms, ¿lrcl code corrìl)l¡¿nc€.
City of San Diego, Decarbonization/Electric Vehicle Supply Equipment (EVSE) Assessment, San Diego, CA: Pro,rielecl Dec¡rboniz.ltion"EVSE rìssessment:i í,.>r ,tr12 facilities throuqhout the city, Libraries, políce staticns, fire lt¡tiorls. public utilrty facilities and v¡rior-rs other bt¡ildinq types are beirrq .rssessed and the findings vrrill b: used tc allo,.¡ the citT to cre,ìte fossil fr-rel elinlinatiorr plarrs. Ihr: cl5sÊssrr€nt corrsists of r¡isu¿l ',r¿lk- throuç1h srr\/ey5 oítlre fos;il burning ;ysterrìi,..ìtlplilnces, pairels and rel¿ted ;ite builclirrq systerns äs ',1/€ll ¿s clat¡ c<.rllectiorr.
City of Millbrae, Fire Station 37 Electrical Assessment, Millbrae, CA: A conrlitiorr essessnl?nt of the existinq electrìcal syster¡ oí the 10,C00 SF Fire Station 37.
City of Burlingame, Central County Fire Department Stations 34, 35 and 36 Generator Replacement, Eurlingame, CA; Desiqrr ¡ervi:es íor the rerrrt.r'¡trl ¿rr¡1 ie¡rlacemerrt oí thr.r:e anìergerlcv gener¡tori ¡nd ¿;;oci¡iecl tr¡nsier s',r¡itclres. Thiì ,;ciJpe of '.'ror'k corrsisted oi ¡rr e,.¡ llLr¡tiorr ,ìncl r,:<-crumerrd,¡tro¡r ior the uplgrrde -.r i':pl,lcenrerrl; cle,:elopnrent oí dr¡','¡irrgs, ;pecificaticns and estinr.rtes, cocr'din,rtion during the ¡-reirrit p roce s s; .i ¡r d b i cl, r-o r l.; t ru L I r o n ; u ¡-r pt.r r t.
Marin County, Emergency Backup Power Project, San Rafael, CA: Eli:r trìi.ll ie¡sibilit'¡ siLrd;r, 6lg5¡!J¡ ¡ncl corrstrLrciiorr ¡tlnrinist¡'.ltior.l ser,¡ices to int¡;lernerrt :oril¡:lete ernerqer'ìcy oo,,',ei'b¡cl<up s)/ilei'ns for fir¡e oithe i.ount;r's r.rìrìrpusês, ccnsisting of 12 buildirrgs.
Yolo County,'101 Court Street 2nd Floor Tenant lmprovement, Woodland, CA:
Archit,:ctLr¡¡l ¡nd enoirreerirrg sclrenratic clesitln ser'¡ices f.rcilitatinq 3 ten.-ìr.li iinprc'i,-.rrrent ¿ìcconrmodatinq .r 20'lr; increase of staií íor ihe seconcl flooi of the facilit;,, including arr irr depth facilitr¡,rsiessrlrent anil ¡laster planninq servic:s ir;r íuture facilitl: needs. Afier th: assessmerlt, consir'uction doct¡nrents lnc{ specifi,:¡tlo¡rs. íor construciion oí the S1,5 rnillion, 9,i)98 SF ten¿lrlI ¡tnpro,'lnìÈrli '.,rere ¡rro'iidecl.
Stanislaus County, 1021 lStreet Building HVAC Replacement, Modesto, CA: Desir,iir ,er',,i<-ii: iot tlr¡-'r,:piet-emerrt oí.rll exi'.tirrt; H\/AC ec¡ui¡lrlctri ¿rnd aorlrr{)l) ri tlri: .13,--rói SF í.rciliiL¡ th¡t hoLrsts the Clerl< Recc¡cier ¡nC Publii: Def..nder r:m<,es.
E r,TrffirrT!
171
AndrewArellaho, ee
ELECTRICAL ENGINEER
EDUCATION
BS, Electrical and Computer
Errgineering, University of
California, San Diego
LICENSES AND
REGISTRATIONS
Electrica I Engi neer #824000,
CONTACT INFORMATION
te|.916.713.6984
aarel lano@kitchel l.com
4¡l(1re,.,., ir,¡s or:lr nt-rerle,lr:; rrf ittduilry,, êxf-reiierìce,,.^¡i,¡kinçJ orì llr'ojei.i ty¡re:, irtcluiJinr.l l )rt)ìir(.Ì, ,itli ,eiiitr¡ tr; (.rlif<;r'r¡i¡ ; Title l.l r'iJr.lr.r¡riìrìlerlt. A; ¡ ;l<illerl lr'i r.ri r';;ti;rl,tl Inr]ir¡.ler, fle i'; .t ii.';0'.t¡citir tl ,¡i'iltlli:ttt-1,)1,,i:r ,¡lhi-, i¡¡.11i,3r.r91 t¡¡.1.¡r !.()r'rìlTìurìiL.liio¡1. A¡l,.lr'l'.,t i., i',¡,llili,lr ,,,ith re:;[rLirl.;ibilil:ie:; irrr,ilrilirrrl r.ìì;lj()r1(lin(.] to RFls, ri:r;ti-.'¡¡irrcJ -it.rb¡liii,rl';, !.)Êíì:orrlriílrl ..rlr.ul,itio'ls ir;,i ;i:irrq,.orrclLrr.tr.riì, cìr¡-rrit l:rie¿k:. {Je'/.ll()f)irì(, ¡rairr:l rcïr-r,,1rri,,:';, ¡rr:¡,r,trirtrl rn¡,:-lirril (Ji,l{li,ìrììi Lrtilizini¡ r.1e,,iqn tools ti"r 1;eiiorrn t¡lrrctiir,¡l arrrl liqhtinrl ,ltrsirlrr ,.,ìl.ll¡ti(lrìs, ¡s.;istinci s,--'irir:r enr,,i¡reeri, rr'ì¡l\/zirìq cleriqn ilot rrnrlrlts liir.l ill,t r,);\'i)( llí,Jl.aì5 :;,l !'.,r¡Èl I (ì i lll'ílf)(:ìíi r lU r i:',O rC llt,t'," i rltl';. ;.1 [ I ij. v'.:!1 i"ì l- [ X. i] i iì i i: ¡..1 ll i
City of Torrance, Facilities Condition Assessrnents, Torrance, CA: F,¡. ilitie; i.\)rì' l¡i¡(ìrì .l';i,:)r;Ífì :lìl i!ìíì.¡iri:ri itt il'.,flr. ìÛ buil,-1irr1; iil ()l')i¡trt ..()rltpl{Ìr.: i.tr-rililirlrl .tritl pll-r¡.ti1r¡',r r.li..1íì,-jilili-',. r-.','ì.ìltrrìt¡íìtli, i,)¡'íìr)r)ie i-r)li .-rtIj\,,rì alttr-l ;lririrti-trt.ìrì -.,r r,ì , .'ttìrìì jrì:.1,¡lii;,t';. arr'l pr'i:ì[)<lfrì tltri.ltlct '::;tir¡l.liì'; i,¡' lll. l r]r íÊ('ii\i tl ,i/{lr k iOr e,l¡:ll f.¡r.rlit'.i.
City of 5an Diego, Decarbonization/Electric Vehicle Supply Equipment TEVSE) Assessment, 5an Diego, CA: !:'ir.r,;i¡l,r'l l)¿c:lrl;orrr:,lti,¡rr'E\¡!E ìr.; tr>srìli:rìt5 í,¡r { I l í¡<,ilitie; ilri'lrrtr¡hi':rri ilre r¡¡¡yr, Lil-rr',rr'ie s. l)oliai,. slrtions, hr'e sia¡ii,.r;s ¡rrbiir. rrtìlrll í,rcii¡tÌês ,¡nd v,lÍiot.rs other buililill.J t),u:s..rrt bi:iitt¡ ¡:;;esseci ¡nr.i r"iri, nrtilinlls,¡¡ill i.lc usi:d i,; ¡llo',,r li1¡, ¡-i¡i¡ t,-; r-re¿t'-. !'il:;:il i, rr.'l ,,,lirnirt¡ti,rn '..1i¡rr:,. Th,:.ìiiÈ'i:trìì'ìtlt :.)rl,iif ; i;i .,i';tt,,rl '.,lll< ;r;,;i1.:111; r.; ',,ell -lS Cl,it,l :itlliì,-tti:n.
(ounty of 5an Diego Facility Condition Assessment Services, 5an Diego, CA:
j .Ìírlr - ìfìliril ,ll.iri¡t¡r-tC-t ìrÌrl illì\¡,rrlír\.ii-r rlìaìirì4.ì-rl.rrì¡... lll,ìfl i.
County of Orange, On-Call Architectural Contract, Various, CA: ,)rr-,-,rll ii::r,/1,-l ¡ ',i:r',ii.e,:.r-rrllprirlijrrl¡.rri:je-r;irtrlrr, lel: FrLiit5t¡'cer F.-:,.r,;itlilitr>lr.rr.l'.r [11,'-.¡Sr]r\.ii.i,.ìtillI iì;,),;Ii,)r)iìì fì.lLrl,l,..r:,ììiì¡lf i)írii(ln;.triil l-,tr1rtrt,t i\lic1r.rr;l l-jrt:ri,iiiit¡l i.)Èsirlrì.
Yolo County, On-Call ConEultant Services, Woodlancl, ç{; r.-)rr i. rli arai'ir,,:i irr )l ;ir'./¡,- ;r., '; :t ¡' ,.r i i-,: s .
California Departinent of General Services, California Highway Pàtrol Academy Deferrecl Maintenance Projects, Sacramento, CAI l)c.;ir1n.lri:li.',r¡;tr ¡r!.t.r,rrr . jr /r,.:, :"lr i'ìnì.:ìrl{.i).
KITGHETLE
172
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Please see the following page for a list of Kitchell's
on-call contracts with public agencies.
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'rir'tr: l')7ij, äiir.ll,:ll ii l.;.:rli:, i,,ìliZe{l irì l)li)\rlClirì(J,.r)iìil,l(li tiì,ìtìrìtlêrlìêìfìt- r'r¡ ,Jì,r ,. ,{iitlrl tl¡)l} full architectural, civil, electrical, mechanical and structural consulting services from the inception of a project through bid documents, construction, closeout and warranty for 35 yeafS. í-lLrr ;r.rr..t.,.r,; i,, ii;'rrrlÈtl L)n t,tk¡fìq ill¡,1 iirrltr t¡ Irtll), r-t¡lili:tr;i,lncl ,li)trl i.J(r(ìi -¡tlrJ ,,i'li,;tl. ...,- .i-.--.1 .r..¡.. ^." .i.,.1,..-i-. :1. .-- ¡ ./â..:,.,'-+ .-,....r .ra.-,.';.,-.,..i..,.,1,...-,,-,.í'-il;¡ì.r' P':;,iir l':.
Kitchell can sLrpply s¡.;,:,r,i,rlirt:, i¡r ;,:i'¡rcc: r,irtr¡irrc1 i¡i)riì Ìrrrl',r itr.-ri'trl l.)laìrìrìtrì,J ,,.i¡l ,-;¡1¡ 'rrrrr ìl .-5titìì.ìtltìq tltfOtrClir ¡'r,L,i )rì:r,1¡ rir.¡¡1 irì,,1-,.ii;r r, ì¡rLL¡, 1¡'r ¡r fr...l:
Kitchell's typical on-call serv¡ces can include construction management, staff augmentat¡on, cost estimating, scheduling, master plans, peer review, constructability review, value engineer¡ng, energy audits, facility assessments, design of facility upgrades and improvements, architectural programming, full design and program/project management of specific projects.
I
BLIC ON
RACTS
nTm]TrTl
173
Kitchell has a long history supporting
public entities through on-call contracts
Kitchell currently has on-call contracts with several California cities, counties and state agencies. Our commitment and cledication to working with public agencies in a team environment with common goals in mind has resulted in our on- call contracts being renewed year after year. Below is a list of municipal clients we have conducted similar services for.
City of Anaheim County of Monterey
City of Costa Mesa County of Monterey (non-correctional) City of Chula Vista County of Stanislaus
City, County, Port of San Diego Riverside County
City of Berkeley University of California Davis Health System, city of carlsbacl sacramento, cA
city of lrvine university of california, Davis, Davis, cA city of Redwood university of california, san Diego
city of sacramento Federal Bureau of Prisons: Lompoc, Terminal lsland, city of san Jose
ublin and san Diego' california
city of San Luis obispo
Grossmont union High School District
city of san Marcos
Long Beach uniñed school District
city of santa Maria
Los Angeles community college District
city of santa Monica pubric works Department ::"tn:
santiago community college District
Riverside Community College District
city of Stockton
Rady chirdren's Hospitar
city of rhousand oaks ' san Bernardino city unified schoof District' city of rempe state of california Department of General services -
City of West Sacramento Northern California
City of South.San Francisco
' jCivic San Diego
Santa' Clara County Housing Authority
,. r l
..1,i"þs Angeles County
Judicial Council of California
Folsorn-Cordova Unifi ed School District
Ogden Unified School D¡strict
California F. olytech nlc San Luis Obispo
County
County i¡
Unífied School District
E KIÍCHELt
County
174
Role of Firm/Description of Services
Kitchell pro'rided facilities conclition assessnrerìt services for 130 City buildings, totaling 1,220,000 S.F. Scope of ',vork inclr"rded conrplete building and property architectural, nrechanical, electrícal, plurnbirrg, fire sprinkler, water intrusiorr, life safety and structurai deficiency evaluations, correcti're and maintenance recommenclations and budget estinrates ior the corrective v,¡ork for each facility. The ñndings will be used as a basis for developing à strategy to irnplentent necessary repairs, alterations, and impro,rements or.¡er the next i0 years, Kitchell also corrducted a Facility Effectiveness ancl Assessnrent Tool (FEAT) an¿lysis of several br-rildirtgs tc cletermine operatiorral viability.
Key Team Members
Heather Bro,¡¡n, EAS Department Director/Principal -in-Clrarge; Serqio Rodriguez, Operations À/anager; Kevin Hallock. Project r\ilanaç¡er; Alan Breton, Architectural Assessor; Danny Kim, Architectural Assessor; Andrer,v Pascual, l/echanical Assessor; ñ4aya Aldaghi, i\¡lechanical Assessor; Gerald Nieuffer, Electrical Assessor; Anclre',,r Arellano, Electrical Assessor
Project Dates
i\4ay 202.1 - Ongoing
Project References
rViiton Sanabria,
Aclministrative Ser'¡ices Manaç;er - Gerreral Serrrices 3 I 0.78 1.7 1 ó2 | itrlSana briaratorrancecà.go\/
i\lina Schroecler, Senior Business illanager
310.791.7i5ì | nschroeder:øìtorrðnce,ca.gov
KITGHETI
175
MAN
Role of Firm/Description of Services
Assessment of tire existing heating, ventilation and air conditioning systems for the 22500 5F City Hall building ',vith the intent of provicling recommend¿tions for system upgrades. The building's HVAC systems serve the C¡ty
Council Chanlbrers, the departments of finance, parl<s and recreation, comrnunity clevelopment, hum¿n [esources,
information technology ancl rrarragernent services. Scope of ',vork includecl an assessnìent of the current Hi/AC systenl and equipmerrt perfornrance, pr'ioritizatiorr oí critic¡l systern improvernents into rnanageable bLrclget packeqes :nc1
der¡eloprlerrt of an altern¿ti're syster¡ improrrernent option.
After the conrpletion of the first phase of the project Kitchell was hirecl to pro'ride clesign serrrices for the ¡lternatirre system irlprorrement optiorr City of il¡lanhattan Beach selected.
Key Team Members
Heather Bro'.,vn, EAS Departnrent Di rector¡Principal-in- Charge; Sergio Rodriguez, Operations ivlanager; Bracl SchLrltz, Architect; Ke'¡in H¿llock, Architect; Danny Kinr, Project Designer; AhmacJ Elkot, Mechanical Enqineer; Andre',v Pascual, lVechanical Eng ineer,'Assessor; itlil ut i n B¿cko,ric h, Prolect l\/anager,'Electrical Engineer
Project Dates
Jarruary 201) - April2A22
Project References
Jeff Fijalka, PE, Senior Cit,il Engineer
tel. I0.802.535il I email. jñjalka@mantrattani:each.gor,, Mamerto Estepa, Jr., Project llanager
t€1. 3 1 0.802. ;056 | email. nìestepa,ti citymb.info
K r|Tfrdlrrr!
176
Role of Firm/Description of Services
Multi-disciplinary clesign and construction serrrices to renovate and impro,re the two-story,2,823 St Station #3, the one-story, 3,272 St Station F8, ancl the one-story, 3,094 SF Station #15, Services include replacement of the HVAC system, f'lat roof covering arrd clorm room reconstruction, addition of a new kitchen, traininglwatch room¡bull peniready room, laundry/work room and ADA restroom. We are also providing services to bring the facilities up to cocle.
Serr¡ices providecl included architectural, mechanical and electrical design services. Also provided cost estimating and sclreduling services ancl some civil and structural engineering assistance (these serr¡ices provided by local sub-consultants).
Key Team Members
Heather Brown, EAS Department Directori Principal-in-Charge; Sergio Rodriguez, Operations Manager; Kevin Hallock,
Project Manager; Bracl Schr:ltz, Architect; Danny Kim, Project Designer; Ahmad Elkot, Mechanical Engineer; Andrew Pascual, rVlechan ica I Eng ineer; Anthony Kr,,rong, fulechanical Eng i neer; Gerald Neuffer, Electrical Engineer
Project Dates
November 2014 - July 2020
Project References
Monica ful. Arredondo, Assoc. Engineer
tel. 619.533.5163 | email. [email protected]
Marlon Perez, Project Manager
tel. 619.533.4658 | email. Perezml(øsandiego.gov
177
Èì¡
Role of Firm/Descríptíon of Services
i\Jechanicel and electric¡l errgineering jer,rices on an on-c¿ll basis, begrrtrring in 20'15. Kitchell provicled services for the PSF HVAC lmprovements Project - Kitchell prorricle ser'.,ices to r'eplace and inrprorre t'/,/o separate corlponents of the PSF builclinq s HVAC s)/stenì. First, the br.rilding s t,,vo existing Ca¡rrer 30GXR125 eir-cooled rotJiy scíeì¡i chillers ',vill t:e replacecl because tlre equiprnent has reaclred the end of tlreii useíul life. Secorrcl, the truilding'; Telephone and Radii:
Roonr ;2.23 cur're ntl;r uses the rllain clriller s'/stÈr'n to ¡tr.o'.iide coolinq ancl oiten requires cor:lirrg ,..rhen the ram.rirrder of the bLrilclings h.rs no need for it. Kitcheil's desigrr r.,7ill ¿ll¡r.r7 lll¿ roorlr to run independentl;i sf the rnain systenl.
Pielz Tearn l'ølembers
Heather 8io,,"/n, EAS Department Directori Pri rrcip,ll-in- Cirarqe; Sergio Rocli.iguez, Project iVanaqer; Brad Schultz.
Architect; Ahm.rcl Elkot, lrleclianic,ll Engineer; Anclre',v Pascr¿l l,lecha nica I Errç1 rneer; Anthon;r l(,,vong. Ilech¿rrica I Ên gi rre e r; rtliluiin B¿cko,rich, Electrical Eirqirreer
Project Dates
Janr.r¡r7 2016 - October 2019
Project References
Ci rii:icpirer' Dish I ip, Ca piia I Piug råír¡ ¡l¿ r-r.rqci tel. 3 I 0.458.84 ì I I enrail. christopher.cli shlip.ssilgo'r.rret Torn ¡\ísclrar, Arclritect
te l. l'i 0.'434. 2tr I I I email. Torn. Aischa riì;srrt g<;v. rtet ll'
C¡ty of Santa Monica, On-Call Engineering Services, sANrA MoNrcA, cA KIÏGHEtLEI
178
Role of Firm/Description of Services
Station No. 35 Modernization | Àrlulti-disciplinary clesign and construction serr¡ices for a 5838,000 comprehensirre rerrovation of a 4,900 SF 6re station originall.v built in the early 1970's. Work included reconfiguration of the existing sleeping ciuarters to add a vr¡ashroom for unisex use and facility accessibility compliance. Work also included new kitchen quarters, refurbishecl bullpen, r,vindow replacement, code upgracles '¡¡ith new sprinkler system for the entire facility, nerø mechanical system for heat and air conditiorring and instant hot water heaters.
Stations 34,35 & 36 Generator Replacement I Design
serrrices for the removal ancl replacement of three emergency generators at Fire Statiorrs 34, 35, and 36. These three gerrer'ätors and associate tra¡rsfer switches were identified as in need of replacement in the City's Facilities Condition Assessment StLrcly. This project required an e'¡aluation and recorrrmend¿tiorr for replacement/upgracle of generators and associated equipment; clevelopment of dra,vings,
specifications and estinrates for bicicling and construction; coordination and assistance in the penïitting process; and support¡ng serrrices cluring bid ancl a'¡.rard.
Key Team Members
Heather Brown, EA5 Department Directori Principal-in-
Charge; Sergio Rodriguez, Operations r\/anager; Br.rd Schultz, Architect; Andrew Pascual, ftlechanical Engineer; Anthony Kwonq, iVlechanica I Engineer; it/ i luti n Backov ich, Project Manager:'Electrical Engineer; Gerald Neuffer, Electrical Engineer
Project Dates
April 2016 -f(ay 2020 r Dec.201B'ALrg.2021
Project References
Station No. 35 Modernization:
Kevin Okada, PE, Ci'¡il Engineer
tel. 650.558.7200 | email. kokadar4burlingame.org
Stations 34, 35 & 36 Generator Replacement:
i\/¿rie Galr.,in, Facilities Project Manager
tel. 650.558.7200 | email. mç¡[email protected]
KITCHEttEI
179
Role of Firm/Description of Services
The County of Oranç¡e selected EAS to provide on-call services including comprehensive facility condition assessments, feasibility studies and design services. Component projects include:
Laguna Niguel Park (LANI) Restrooms One, Six and
Eight Demolition and Replacement: A 51.ó million
project adaptinç1 an existing builcling design ior restrooms one, six and eíght at Laguna Nigr-rel Regional Park.
The project inclucles demolition oi tlre existing park
restroom f.rcilities and constrr-rction of ne',v replacernent facil¡t¡es. Kitchell is providing clesign ancl co¡rstructiorr administration services.
Laguna Niguel Regional Park Sewer Lift Station:
A 5600,000 project consisting of the design and
modernization of the existing single-pump st¿tion r¡rith a dual-pump station. Kitchell ,.,vill prc'¡icle à range of ser,rices rrormally associatecl with a clerrolition and construction project, including construction plans, bidcling assistance ancl construction aclmi nistratiorr.
Madero Mission Viejo Facilities Condition Assessment:
Assessment of a 53,'-107 SF building consisting of a revie,,'r oí any kno',vn reports, assess¡rents, cirar,,rings, and other varior.rs documents to beconre fa¡rili¿i r¡rith the history of the building, its systems, and errvironmental conclition. ln aclcJition. a seismic analysis '¡ras corrducted to deterr¡rine lro'¡r the buildinq '¡iill períorm durinq an earthquake.
Key Team Members
Heather Brown, EAS Department Director/Principal-in-Charge; Sergio Rodriguez, Operations iVanager; Kevin Hallock, Project i\ilanager; Brad Sclrultz, ArchitecticASp Assessor; Alan Breton, Job Captain; Danny Kim, Project Designer;Ahm¿cl Elkot,
fvìechanicai Engineer; Andrew Pascual, iviechanicai Engineer; Assessoc Gerald i\euffer, Electrical Engirreer
Project Dates
No'.¡ember 20i9 - Ongoing I July 2021 - lrlo,rerrber 2022 ron-call services agreement is ongoing
Project References
Laguna Niguel Park (LANI) Restrooms & Sewer Lift
Station:
Carl Simon, Project iVanager I Orange County
tel. 7 14.667,8800 | email. carl.simon;¿:ocpw.ocçtov.com Madero Mission Viejo Facilities Condition Assessment:
Ray Jadaii, Senior Project r\lanager
t el. 7 I 4.667.88 I 0 | ema il. Ray.Jacla I iig)ocpw.ocgov.conr KI'CHELl
180
Íìole of Fii'nri Description of Ser,¡ices
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Role of Firm/Description of Services
Kitchell provided on-call architecture and engineering
services including comprehensive facility condition
assessments, estimating, master planning, peer reviews, construction administration and design seri¡ices. Component projects include:
Main Adult Detention Facility (MADF) Records Room
HVAC lmprovements: Evaluation of the existing HVAC
system serving the records room and lT data room,
followed by construction drawings, specifications and
calculations. Also prorrided construction administration serrrices.
North County Detent¡on Facility (NCDF) Kitchen Drain
Line Repairs: Scope of work includecl cataloging any
health cocle issues, identifying security issues, assessing the existing mechanical, plumbing, electrical and kitchen equipment and identifying 'ruhich r¡iere in need of
replacement, setting up project timelines and deacllines and assuring the fire detection and suppression system
were up to current code standards. At the end of the
assessment, Sonoma requestecl Kitchell continue with the design and construction administration of the project.
Sonoma Veterans Building Emergency Standby
Generator: Scoping documents for a 5200,000 project
consisting of a new generator for the 18,000 5F Sonoma
Veterans Building. Scope of work included the design of a new generator and automatic transfer sr,vitch. Serr¡ices included construction administration serrrices ancl pr-rnch list site r¡isit at the end of construction.
Key Team Members
Heather Brorryn, EAS Department Director¡iPrincipal-in- Charge; Sergio Rodriguez, Operations Manager; Brad Schultz, Architect; Danny Kim, Project Designer;Ahmad Elkot,
lVlechanical Engineer; Andrew Pascual, Mechanical Engineeri Assessor; Anthony Kr,'rrong, Mechanical Engi neer; Mil utin Backovich, Project fulanageriElectrical Engineer; Gerald Neuffer, Electrical Engineer
Project Dates
September 20i7 - Varies by Project
Project References
MADF Facility Records Room HVAC lmprovements and
NCDF Kitchen Drain Line Repairs:
Scot Stanley, Project Specialist I Sonoma County
t el. 7 07.228.6028 | ema il. Scot.stanley@sonoma -cou nty.org Sonoma Veterans Building Emergency Standby
Generator:
Mark Abel, Senior Project Specialist I Sonoma County
tel, 707.565.1 366 | email. [email protected]
KITCHELT
182
Role of Firm/Description of Services
Design and construction services for multiple deferrecl maintenance projects at California Highway Patrol Academy in West Sacramento. Component projects include:
Central Plant Boiler Replacement: Replacement of
two hot r¡rater boilers, two hot water pumps, one
pool boiler and one domestic boiler.
Main Classroom Air Handlers Replacement:
Replacement of two multi-zone air handler systems
to maintain a consistent heating and cooling
tenìperature within the classrooms.
North and South Dormitory Hot lVater Holding
Tank Replacement: Replacement and relocation
of the 2,000 gallon hot \,vater holding tanks from the
mechanical rooms to the building exterior
mechanical enclosure.
Plumbing Cafeteria Replacement; Replacement of
the existing main sanitary sewer and feeder pipes
located in the crawl space below the Cafeteria.
KitcheniCafeteria Flât Roof Replacement: Removal
of the two air hancller units and all exhaust fans on
the roof ancl installation of new r-rnits and fans to
connect to the existing ductwork. Removal ancl
replacement of the existing flat roof r,vith a nen¡ PVC membrane rool inclLrding all necessary mechanical
curbs ancl flashing.
Key Têam Members
Heather Brown, EAS Department DirectoriPrincipal-in-Charge; Sergio Rodriguez, Operations Manager; Kevin Hallock, Project ñianager; Brad Schultz, Architect; Nicholas tulascoli, Architect; Alan Breton, Job Captain; Danny Kim, Project Designer;Ahmad Elkot, Mechanical Engineer; Andre,¡¡ Pascual, Mechanical Engineer; Anthony Kwong, fuiechanical Engineer; fulilutin Backovich, Electrical Engíneer; Gerald Neuffer, Electrical Engineer; Anclre'¡r Arellano, Electrical Engineer
Project Dates
january 201E - Ongoing (in construction)
Project References
Clinton Sierer, Project Director
tel. 9 I 6322.87 79 | ema il. cl [email protected] Travis Thrasher, Project Director
tel. 9 I 6.37 5.4259 | ema il. travis.th rasherl-)d95.6¿.gsv KIIGHEtt
183
fJ-i{#
:ffiçi+îi*;*:,u.',
Position
Regional Executive
Principal-in-ChargelEngineering Department Director
Engineering Operations iVanager
Senior Project Manager
Project fulanager
Quality Manager
Commissioning Manager
Estimating Manager
Estimator
Scheduler
Senior ArchitectiEngineer
Registered Architect
.Job Captain
Engineer (Civil, Electrical, Mechanical, Structural)
Senior Project Des¡gner
Project Designer
Bli\¡l Technician
Project Coordinator
Administrati're Support
Kitchell Hourly Rates
The hourly rates below are fully burdened with employee beneñts, statutory requirements, overhead and profit, and the following equipment as indicated within the RFQ:
Cell Phones Pr¡nters
Laptop Computers Personal Protective Eqr-ripment
These rates are applicable to serrrices requested on an individualized hourly billing basis. Our fees for comprehensir¡e services take advantage of savings such as resource allocations ancl economies of scale, which can result in improvecl hourly rate c¿lculations.
The estimated hourly rates urill be effective through the next three years. For subsequent years, the rates are
sr-rbject to a 30h annual cost of lir¡ing adjustment. Hourly overtime rates for weekdays, Saturclays, Sunclays and
holiclays will be cletermined based upon a specific scope of ','lOf k.
Rate
5260
S24o
s2l 5
Szlo
52oo
S2oo
5200
520s
5 ls5
51 7s
5r85
s16s
s145
S16s
5125
5114
s 110
$10s
KITGHELT
184
Resumes
As a 1000/o employee-owned company, Kitchell invests in the quality of our most valuable assets-our employees. We have selected a team of experienced architects, engineers and support staff who are well-versed in providing assessment, design and construction services for a variety of projects in a public environment and who are versatile in their experience to match the variety of capital projects the City has planned.
Resumes have been provided in section C. Orgonization and Stdfñng, begiitning on Page 19, Projects and References
Our livelihood is dependent on our daily performance, project success, and positive client relationships. An invitation to future contracts is often based on positive referrals from our past and present clients. This knowledge drives our commitment to reach successful outcomes to every issue that arises during each project. Service and satisfaction are our top priorities, and we commit our project team-with their unique combination of talents and qualifications-to deliver successful projects to the City of Torrance with complete sat¡sfaction in our services.
References have been provided per the ProposalSubmittal sectiot't, on Page l1 of our oroposal. Please also refer to section D, Desuiptíon and Approach ior relevant projects and associated references.
KTÎCHELL
185
1 SECOND AMENDMENT TO CONSULTING SERVICES AGREEMENT C2024-132
This Second Amendment to Consulting Services Agreement C2024-132 (the “Second Amendment”) is made and entered into as of October 1, 2025 (the “Effective Date”), by and between the CITY OF TORRANCE, a municipal corporation (“CITY”), and Partner Assessment Corporation, a California corporation, dba Partner Engineering and Science, Inc. (“CONSULTANT”).
RECITALS:
A. CITY previously desired to obtain the services of an experienced and qualified CONSULTANT to provide on-call design and construction administration services.
B. In order to obtain the desired services, CITY circulated a Request for Quote for On- Call Design and Construction Administration Services, RFQ No. 2024 -0408B (the “RFQ”).
C. CONSULTANT submitted a Quote (the “Quote”) in response to the RFQ. In its Quote, the CONSULTANT represented that it was qualified to perform those services requested in the RF Q. Based upon its review of all quotes submitted in response to the RFQ, CITY decided to award the Agreement to CONSULTANT.
D. On July 1, 2024, CITY and CONSULTANT entered into Consulting Services Agreement (C2024 -132) (the "Agreement") in which CONSULTANT agreed to provide on -call design and construction administration services to CITY, for an amount not to exceed $250,000 (the “Agreement Sum”) , and with a term running through June 30, 2027.
E. On July 1, 2025, CITY and CONSULTANT entered into a First Amendment to the Agreement that increased the amount of the Agreement by $500,000 for total not to exceed amount of $750,000, or $250,000 per year.
F. The CITY is satisfied with the level of service provided by CONSULTANT and now wishes to increase the amount of the Agreement by $ 750,000 for a total not to exceed amount of $1,500,000, or $500,000 per year.
AGREEMENT:
1. Paragraph 3 of the Agreement, entitled “COMPENSATION”, Subsection A, entitled “CONSULTANT’s Fee”, is amended to read in its entirety as follows:
“3. COMPENSATION
A. CONSULTANT’S Fee.
For services rendered pursuant to this Agreement, CONSULTANT will be paid in accordance with the Compensation Schedule set forth in the Quote; provided, however, that in no event will the total amount of money paid CONSULTANT, for service contemplated by t his 186
ATTACHMENT 7
2 Agreement, exceed the total sum of $1,500,000, or $500,000 per year (the ‘Agreement Sum’), unless otherwise first approved in writing by CITY.”
2. In all other respects, the Agreement by and between CITY and CONSULTANT, as modified by the First Amendment and this Second Amendment, is ratified, reaffirmed and remains in full force and effect.
CITY OF TORRANCE,
a municipal corporation
_______________________________
George K. Chen, Mayor
Partner Assessment Corporation, a
California corporation, dba Partner
Engineering and Science, Inc.
By: ________________________
Joseph P. Derhake,
Chief Executive Officer
ATTEST:
_______________________
Rebecca Poirier, MMC
City Clerk
APPROVED AS TO FORM:
PATRICK Q. SULLIVAN
City Attorney
By: __________________________
Jennifer Vicente Guerrero
Deputy City Attorney
187
188
ATTACHMENT 8
189
190
191
192
193
194
A
B
CONSULTING SERVICES AGREEMENT
This CONSULTING SERVICES AGREEMENT (the "Agreement") is made and entered into as of July 1,2024 (the "Effective Date"), by and between the CITY OF TORRANCE, a municipal corporation ("ClTY"), and Partner Assessment Corporation, dba Partner Engineering and Science, lnc., a California corporation ("CONSULTANT").
REGITALS:
CITY wishes to retain the services of an experienced and qualified CONSULTANT to provide On-Call Design and Construction Administration Services.
ln order to obtain the desired services, CITY has circulated its Request for Quote for On-Call Design and Construction Administration Services, RFQ No. 2024- 04088 (the "RFQ"). A true and correct copy of the RFQ is attached herein as Exhibit A.
CONSULTANT has submitted a Quote (the "Quote") in response to the RFQ. tn its Quote, CONSULTANT represents that it is qualified to perform those services requested in the RFQ. A true and correct copy of the Quote is attached herein as Exhibit B.
Based upon its review of all quotes submitted in response to the RFQ, CITY now wishes to award this Agreement to CONSULTANT.
AGREEMENT:
SERVICES TO BE PERFORMED BY CONSULTANT
CONSULTANT will províde the services and install those materials listed in CONSULTANT's Quote submitted in response to the RFQ. A true and correct copy of the RFQ is attached herein as Exhibit A. A true and correct copy of the Quote is attached herein as Exhibit B. CONSULTANT warrants that all work and services set forth in the Quote will be performed in a competent, professional and satisfactory manner.
TERM
Unless earlier terminated in accordance with Paragraph 4 below, this Agreement will continue in full force and effect from the Effective Date through June 30, 2027.
O
N)
O
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s
I
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c
D
1 2
3 COMPE TION
A. CONSULTANT's Fee
For services rendered pursuant to this Agreement, CONSULTANT will be paid in accordance with the Compensation Schedule set forth in the Quote; provided, however, that in no event will the total amount of money 1004681 1 6.doc
195
ATTACHMENT 9
B
TERMINATION OF AGREEMENT
A. Termination by CITY for Convenience
CITY may, at any time, terminate the Agreement for CITY's convenience and without cause.
2 Upon receipt of written notice from CITY of such termination for CITY's convenience, CONSULTANT will:
cease operations as directed by CITY in the notice;
take actions necessary, or that CITY may direct, for the protection and preservation of the work; and
except for work directed to be performed prior to the
effective date of termination stated in the notice, terminate all existing subcontracts and purchase orders and enter into no further subcontracts and purchase orders.
In case of termination for CITY's convenience, CONSULTANT will be entitled to receive payment for work executed, together with costs incurred by reason of the termination, along with reasonable overhead and profit on work not executed.
B. Termination for Cause
lf either party fails to perform any term, covenant or condition in this Agreement and that failure continues for 15 calendar days after the nondefaulting party gives the defaulting pafty written notice of the failure to perform, this Agreement may be terminated for cause; provided, however, that if during the notice period the defaulting party has promptly commenced and continues diligent effofts to remedy the default, the defaulting party will have such additional time as is reasonably necessary to remedy the default.
ln the event this Agreement is terminated for cause by the default of CONSULTANT, CITY may, at the expense of CONSULTANT
and its surety, complete this Agreement or cause it to be paid CONSULTANT, for services initially contemplated by this Agreement, exceed the sum of $250,000 (the "Agreement Sum"), unless otherwise first approved in writing by CITY.
Schedule of Payment.
Provided that CONSULTANT is not in default under the terms of this ' Agreement, upon presentation of an invoice, CONSULTANT will be paid the fees described in Paragraph 3.A. above, according to the Compensation Schedule. Payment will be due within 30 days after the date of the invoice.
4. 1
d.
b.
c.
3 1
004681 I 6.doc
2. 2
196
completed. Any check or bond delivered to the CITY in connection with this Agreement, and the money payable thereon, will be forfeited to and remain the property of the CITY. All moneys due CONSULTANT under the terms of this Agreement will be retained by CITY, but the retention will not release CONSULTANT and its surety from liability for the default. Under these circumstances, however, CONSULTANT and its surety will be credited with the amount of money retained, toward any amount by which the cost of completion exceeds the Agreement Sum and any amount
authorized for extra services.
Termination for cause will not affect or terminate any of the rights of CITY as against CONSULTANT or its surety then existing, or that may thereafter accrue because of the default; this provision is in addition to all other rights and remedies available to the CITY under law.
C. Termination for Breach of Law
ln the event CONSULTANT or any of its officers, directors, shareholders, employees, agents, subsidiaries or affiliates is convicted (i) of a criminal offense as an incident to obtaining or attempting to obtain a public or private contract or subcontract, or in the performance of a contract or subcontract; (ii) under state or federal statutes of embezzlement, theft, forgery, bribery, falsification or destruction of records, receiving stolen property, or any other offense indicating a lack of business integrity or business honesty that currently, seriously, and directly affects responsibility as a public consultant or CONSULTANT; (iii) under state or federal antitrust statutes arising out of the submission of bids or Quotes; or (iv) of violation of Paragraph 19 of this Agreement; or for any other cause CITY determines to be so serious and compelling as to affect CONSULTANT's responsibility as a public consultant or CONSULTANT, including but not limited to, debarment by another governmental agency, then CITY reserves the unilateral right to terminate this Agreement or to impose such other sanctions (which may include financial sanctions, temporary suspensions or any other condition deemed appropriate short of termination) as it deems proper. CITY will not take action until CONSULTANT has been given notice and an opportunity to present evidence in mitigation.
5. FORCE MAJEURE
lf any party fails to perform its obligations because of strikes, lockouts, labor disputes, embargoes, acts of God, inability to obtain labor or materials or reasonable substitutes for labor or materials, governmental restrictions, governmental regulations, governmental control, judicial orders, enemy or hostile governmental action, civil commotion, fire or other casualty, or other causes beyond the reasonable control of the party obligated to perform, then that party's 3 3004681 16.doc
197
6. performance will be excused for a period equal to the period of that cause for failure to perform.
RETENTION OF FUNDS
CONSULTANT authorizes CITY to deduct from any amount payable to CONSULTANT (whether or not arising out of this Agreement) any amounts the payment of which may be in dispute or that are necessary to compensate CITY for any losses, costs, liabilities, or damages suffered by CITY, and all amounts for which Clry may be liable to third parties, by reason of CONSULTANT's acts or omissions in performing or failing to perform CONSULTANT's obligations under this Agreement. ln the event that any claim is made by a third party, the amount or validity of which is disputed by CONSULTANT, or any indebtedness exists that appears to be the basis for a claim of lien, CITY may withhold from any payment due, without liability for interest because of the withholding, an amount sufficient to cover the claim. The failure of CITY to exercise the right to deduct or to withhold will not, however, affect the obligations of CONSULTANT to insure, indemnify, and protect CITY as elsewhere provided in this Agreement.
7. CITY REPRESENTATIVE
The General Services Director is designated as the "City Representative," authorized to act in its behalf with respect to the work and services specified in this Agreement and to make all decisions in connection with this Agreement.
Whenever approval, directions, or other actions are required by CITY under this Agreement, those actions will be taken by the City Representative, unless otherwise stated. The City Manager has the right to designate another City Representative at any time, by providing notice to CONSULTANT.
I CONSULTANT REPRESENTATIVEISì
The following principal(s) of CONSULTANT are designated as being the principal(s) and representative(s) of CONSULTANT authorized to act in its behalf with respect to the work specified in this Agreement and make all decisions in connection with this Agreement:
Joseph P. Derhake, Chief Executive Officer
Frank S. Romeo, Jr., President
INDEPENDENT CONTRACTOR
CONSULTANT is, and at all times will remain as to CITY, a wholly independent contractor. Neither CITY nor any of its agents will have control over the conduct of CONSULTANT or any of CONSULTANT's employees, except as othenruise set forth in this Agreement. CONSULTANT's agents and employees are not and shall not be considered employees of CITY for any purpose. CONSULTANT may not, at any time or in any manner, represent that it or any of its agents or employees are in any manner agents or employees of CITY. CITY has no duty, obligation, or responsibility to CONSULTANT's agents or employees under the Affordable Care Act. CONSULTANT is solely responsible for any tax penalties associated with the failure to offer affordable coverage to its agents and employees under the Affordable Care Act and any other liabilities, claims and 9 4004681 16.doc
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11. obligations regarding compliance with the Affordable Care Act with respect to CONSULTANT's agents and employees. CITY is not responsible and shall not be held liable for CONSULTANT's failure to comply with CONSULTANT's duties, obligations, and responsibilities under the Affordable Care Act. CONSULTANT agrees to defend, indemnify and hold CITY harmless for any and alltaxes and penalties that may be assessed against Clry as a result of CONSULTANT's obligations under the Affordable Care Act relating to CONSULTANT's agents and employees.
IO. BUSINESS LICENSE
CONSULTANT must obtain a City business license prior to the start of work under this Agreement, unless CONSULTANT is qualified for an exemption.
OTHER LICENSES AND PERMITS
CONSULTANT warrants that it has all professional, contracting and other permits and licenses required to undertake the work contemplated by this Agreement.
12. FAMIL¡ARITY WITH WORK
By executing this Agreement, CONSULTANT warrants that CONSULTANT (a) has thoroughly investigated and considered the scope of services to be performed, (b) has carefully considered how the services shoulÇ be performed, and (c) fully understands the facilities, difficulties and restrictions attending performance of the services required under this Agreement. lf the services involve work upon any site, CONSULTANT warrants that CONSULTANT has or will investigate the site and is or will be fully acquainted with the conditions there existing, prior to commencement of the services set forth in this Agreement.
Should CONSULTANT discover any latent or unknown conditions that will materially affect the performance of the services set forth in this Agreement, CONSULTANT must immediately inform CITY of that fact and may not proceed except at CONSULTANT's risk until written instructions are received from CITY.
13. CARE OF WORK
CONSULTANT must adopt reasonable methods during the term of the Agreement to furnish continuous protection to the work, and the equipment, materials, papers, documents, plans, studies and other components to prevent losses or damages, and will be responsible for all damages to persons or property, until acceptance of the work by CITY, except those losses or damages as may be caused by CITY's own negligence.
14. CONSULTANT'S Nc RECORDS: OTHER PROJE CT RECORDS
Records of CONSULTANT's time pertaining to the project, and records of accounts between CITY and CONSULTANT, will be kept on a generally recognized accounting basis. CONSULTANT will also maintain all other records, including without limitation, specifications, drawings, progress reports and the like, relating to the work and services identified in Exhibit A. All records will be available to CITY during normal working hours. CONSULTANT will maintain these records for three years after final payment.
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15. INDEMNIFICATION
To the fullest extent permitted by law, CONSULTANT shall indemnify, defend and hold harmless Agency and any and all of its officials, officers, employees, agents, successors, and volunteers ("lndemnified Parties") from and against any and all claims, actions, lawsuits, arbitration proceedings, losses, liabilities, damages, costs and expenses, including attorney's fees and costs, to the extent they arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the CONSULTANT. CONSULTANT's duty to defend any claim, action, lawsuit, or arbitration proceeding (collectively, "Claim") shall consist of reimbursement of defense costs incurred by Agency in direct proportion to the CONSULTANT's proportionate percentage of fault concerning such Claim.
Notwithstanding the previous sentence: (1) in the event one or more defendants is unable to pay its share of defense costs due to bankruptcy or dissolution of the business then the design professional shall meet and confer with other parties regarding unpaid defense costs and shall be liable for any such defense costs allowable by law; (2) CONSULTANT's duty to defend any Claim shall consist of reimbursement of all defense costs where a project-specific general liability policy insures all project participants for general liability exposures on a primary basis and also covers all design professionals for their legal liability arising out of their professional services on a primary basis.
16. NON.LIABILITY OF CITY OFFICERS AND EMPLOYEES
No officer or employee of CITY will be personally liable to CONSULTANT, in the event of any default or breach by the C¡TY or for any amount that may become due to CONSULTANT.
17. INSURANCE
A CONSULTANT and its subCONSULTANTs must maintain for the duration of the Agreement at their sole expense the following insurance, which will be full coverage, not subject to self-insurance provisions:
1 Automobile Liability, including owned, non-owned and hired vehicles, with at least the following limits of liability:
a. Primary Bodily lnjury with limits of at least $500,000 per person, $1,000,000 per occurrence; and
Primary Property Damage of at least $250,000 per
occurrence; or
Combined single limits of $1,000,000 per occurrence
Commercial General Liability including coverage for premises, products and completed operations, independent
CONSULTANTs/vendors, personal injury and contractual
obligations with combined single limits of coverage of at least $2,000,000 per occurrence, $4,000,000 aggregate.
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3. Workers'Compensation coverage as required by the Labor Code of the State of California and, if workers' compensation is required, employer's liability insurance with minimum limits of ($t,000,000) per occurrence or occupational illness. The Workers' Compensation policy shall be endorsed with a waiver of subrogation in favor of the C¡TY for all work performed by the CONSULTANT, its employees, agents and subcontractors.
4. Professional Liability (Errors and Omissions): lnsurance appropriate to the CONSULTANT's profession, with limit no less than $2,000,000 per occurrence or claim, $4,000,000 aggregate.
The insurance provided by CONSULTANT will be primary and non- contributory.
CITY, the Successor Agency to the Former Redevelopment Agency of the City of Torrance, the City Council and each member thereof, members of boards and commissions, every officer, agent, official, employee and volunteer must be named as additional insureds under the automobile and general liability policies. Coverage can be provided in the form of an endorsement to the CONSULTANT's insurance or applicable policy language.
CONSULTANT must provide certificates of insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) indicating appropriate coverage, to the City Clerk of the City of Torrance before the commencement of work.
Each insurance policy required by this Paragraph must contain a provision that no termination, cancellation or change of coverage can be made without notice to the ClTY.
lf 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.
The procuring of insurance shall not be construed as a limitation on liability nor as full performance of the indemnification provisions of the CONSULTANT.
H. Claims Made Policies
lf any of the required policies provide coverage on a claims-made basis:
a. The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work.
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b. lnsurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.
c. lf coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, the CONSULTANT must purchase "extended reporting" coverage for a minimum of five (5/ years after completion of contract work.
CONSULTANT hereby grants to CITY a waiver of any right to subrogation which any insurer of said CONSULTANT may acquire against the CITY by virtue of the payment of any loss under such insurance. CONSULTANT agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the CITY has received a waiver of subrogation endorsement from the insurer.
Self-insured retentions must be declared to and approved by the CITY.
The CITY may require the CONSULTANT to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or CITY.
SUFFICIENCY OF INSURERS
lnsurance required by this Agreement will be satisfactory only if issued by companies admitted to do business in California, rated "A" or better in the most recent edition of Best's Key Rating Guide, and only if they are of a financial category Class Vll or better, unless these requirements are waived by the Risk Manager of CITY ("Risk Manager") due to unique circumstances. ln the event the Risk Manager determines that the work or services to be performed under this Agreement creates an increased or decreased risk of loss to CITY, the CONSULTANT agrees that the minimum limits of any insurance policies or performance bonds required by this Agreement may be changed accordingly upon receipt of written notice from the Risk Manager; provided that CONSULTANT will have the right to appeal a determination of increased coverage by the Risk Manager to the City Council of CITY within 10 days of receipt of notice from the Risk Manager.
CONFLICT OF INTEREST
A. No officer or employee of the CITY may have any financial interest, direct or indirect, in this Agreement, nor may any officer or employee padicipate in any decision relating to the Agreement that affects the officer or employee's financial interest or the financial interest of any corporation, partnership or association in which the officer or employee is, directly or indirectly interested, in violation of any law, rule or regulation.
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B No person may offer, give, or agree to give any officer or employee or former officer or employee, nor may any officer or employee solicit, demand, accept, or agree to accept from another person, a gratuity or an offer of employment in connection with any decision, approval, disapproval, recommendation, preparation or any part of a program requirement or a purchase request, influencing the content of any specification or procurement standard, rendering of advice, investigation, auditing, or in any other advisory capacity in any way pertaining to any program requirement, contract or subcontract, or to any solicitation or Quote.
NOTICE
A. All notices, requests, demands, or other communications under this Agreement will be in writing. Notice will be sufficiently given for all purposes as follows:
Personal delivery. When personally delivered to the recipient, notice is effective on delivery.
First Class mail. When mailed first class to the last address of the recipient known to the party giving notice, notice is effective three mail delivery days after deposit in a United States Postal Service office or mailbox.
Certified mail. When mailed certified mail, return receipt requested, notice is effective on receipt, if delivery is confirmed by a return receipt.
Overnight delivery. When delivered by an overnight delivery service, charges prepaid or charged to the sender's account, notice is effective on delivery, if delivery is confirmed by the delivery service.
Facsimile transmission. When sent by fax to the last fax number of the recipient known to the party giving notice, notice is effective on receipt. Any notice given by fax will be deemed received on the next business day if it is received after 5:00 p.m. (recipient's time) or on a non-business day.
6. Addresses for purpose of giving notice are as follows:
CONSULTANT Partner Engineering and Science, lnc.
2154Torrance Blvd
Torrance, CA 90501
Fax: N/A
City Clerk
City of Torrance
3031 Torrance Boulevard
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Torrance, CA 90503
Fax: (310) 618-2931
Any correctly addressed not¡ce that is refused, unclaimed, or undeliverable because of an act or omission of the party to be notified, will be deemed effective as of the first date the notice was refused, unclaimed or deemed undeliverable by the postal authorities, messenger or overnight delivery service.
c Either party may change its address or fax number by giving the other party notice of the change in any manner permitted by this Agreement
PROHIBITION AGAINST ASSIGNMENT AND SUBCONTRACTING
This Agreement and all exhibits are binding on the heirs, successors, and assigns of the parties. The Agreement may not be assigned or subcontracted by either CITY or CONSULTANT without the prior written consent of the other.
INTEGRATION: AMENDMENT
This Agreement represents the entire understanding of CITY and CONSULTANT as to those matters contained in it. No prior oral or written understanding will be of any force or effect with respect to the terms of this Agreement. The Agreement may not be modified or altered except in writing signed by both parties.
INTERPRETATION
The terms of this Agreement should be construed in accordance with the meaning of the language used and should not be construed for or against either party by reason of the authorship of this Agreement or by any other rule of construction that might othenruise apply. To the extent that the terms of the RFQ or the Quote are inconsistent with the terms of this Agreement, the terms of this Ag reement shall control.
24. SEVERABILITY
lf any part of this Agreement is found to be in conflict with applicable laws, that part will be inoperative, null and void insofar as it is in conflict with any applicable laws, but the remainder of the Agreement will remain in full force and effect.
25. TIME OF ESSENCE
Time is of the essence in the performance of this Agreement.
GOVERNING LAW: JURISDICTION
This Agreement will be administered and interpreted under the laws of the State of California. Jurisdiction of any litigation arising from the Agreement will be in Los Angeles County, California.
27. COMPLIANCE WITH STATUTES AND REGULATIONS
CONSULTANT will be knowledgeable of and will comply with all applicable federal, state, county and city statutes, rules, regulations, ordinances and orders B
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WAIVER OF BREACH
No delay or omission in the exercise of any right or remedy by a nondefaulting pady on any default will impair the right or remedy or be construed as a waiver.
A party's consent or approval of any act by the other party requiring the first party's consent or approval will not be deemed to waive or render unnecessary the other party's consent to or approval of any subsequent act. Any waiver by either party of any default must be in writing and will not be a waiver of any other default concerning the same or any other provision of this Agreement.
ATTORNEY'S FEES
Except as provided for in Paragraph 15, in any dispute, litigation, arbitration, or other proceeding by which one party either seeks to enforce its rights under this Agreement (whether in contract, tort or both) or seeks a declaration of any rights or obligations under this Agreement, the prevailing party will be awarded reasonable attorney's fees, together with any costs and expenses, to resolve the dispute and to enforce any judgment.
EXHIBITS
All exhibits identified in this Agreement are incorporated into the Agreement by this reference.
31. CONSULTANT'S AUTHORITY TO EXECUTE
The persons executing this Agreement on behalf of CONSULTANT warrant that (i) CONSULTANT is duly organized and existing; (ii) they are duly authorized to execute this Agreement on behalf of CONSULTANT; (iii) by so executing this Agreement, CONSULTANT is formally bound to the provisions of this Agreement; and (iv) the entering into this Agreement does not violate any provision of any other Agreement to which CONSULTANT is bound. 32 PUBLIC RECORDS ACT
Any documents submitted by the CONSULTANT all information obtained in connection with the CITY's right to audit and inspect the CONSULTANT's documents, books, and accounting records pursuant to paragraph 14 CONSULTANT's Accounting Records; Other Project Records; as well as those documents which were required to be submitted in response to the Request for Quotes (RFO) used in the solicitation process for this Contract, become the exclusive property of the City. All such documents become a matter of public record and shall be regarded as public records. Exceptions will be those elements in the California Government Code Section 7920.000 et seq. (Public Records Act) and which are marked "trade secret", "confidential", or "proprietary" The CITY shall not in any way be liable or responsible for the disclosure of any such records including, without limitation, those so marked, if disclosure is required by law, or by an order issued by a court of competent jurisdiction. ilt
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uuuustgil Er rvcruPc lu. trouorouu-¿AYU-+uuv-DU+Y-ZO L $' TOAJUD ln the event the CITY is required to defend an action on a Public Records Act request for any of the aforementioned documents, information, books, records, and/of contents of a Quote marked "trade Secret", "confidential", or "proprietary", the CONSULTANT agrees to defend and indemnify the CITY from all costs and expenses, including reasonable attorney's fees, in action or liability arising under the Public Records Act.
CITY OF TORRANCE,
a municipal corporation
Partner Assessment Corporation, dba
Partner Engineering and Science, lnc.,
a California corporation
by:
By: ni;- U* Nu6N) üttl ¡vt^*,t*
nram Errepäryä?iicity Manäser
By
Josep
Chief Executive Officer
Request for Quotes for On-Call Design and
Construction Administration Services,
RFQ No. 2024-04088
Partner Assessment Corporation, dba Partner
Engineering and Science, lnc.'s Quote
APPROVED AS TO FORM
PATRICK Q. SULLIVAN
City Attorney
S¡gned by:
By
Deputy City Attorney
Attachments Exhibit A
Exhibit B
Rev.0424
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EXHIBIT A
REQUEST FOR QUOTES FOR ON-CALL DESIGN AND CONSTRUCTION
ADMIN¡STRATION SERVICES, RFQ NO. 2024.04088
[To be attached]
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Gity of Torrance, General Services Department
Request for Quotation - Not an Order
Buyer: Sally Kyung, [email protected]
Quotation Due By: Noon, April 8th 2024. Late Quotations Will Not Be Evaluated.
Ref: On-Gall Design and Construction Administration Services This RFQ is requesting quotes from qualified vendors for On-Call Design and Construction Administration Services. This RFQ is intended to be as descriptive as possible. However, Proposers may not take advantage of omissions or oversights in this document. Proposers must supply products and services that meet or exceed the requirements of this RFQ. ln the event of a dispute over installation or performance, the needs of the City of Torrance will govern. Quotations must be submitted on this form filled out completely. Vendors that do not fill out the City RFQ form will not be considered.
The City of Torrance:
The City of Torrance is on the western side of Los Angeles County. lt is boarded by the Palos Verdes Peninsula on the south, the City of Gardena on the north, the City of Redondo Beach on the north and west boundaries, the City of Lomita on the east and the Pacific Ocean on the west. The City encompasses an area of approximately 21 square miles, 329 miles of Streets, 1870 intersections, 550 miles of sidewalks, 47,000 Street Trees, 6 Public Libraries, a Municipal Airport, Transit System, 46 Parks & Recreation Amenities, 6 Fire Stations, 1 Police Station and 1 Police Community Center, and has an estimated population of approximately 146,115, which makes Torrance one of the top 10 cities in Los Angeles County in regards to population.
The successful Vendor will be issued a Purchase Order for the services required and will include the terms and conditions attached to this RFQ.
The State of California Senate Bill 7 (SB7)for prevailing wage applies to construction contracts over $25,000 and contracts for alteration, demolition, repair, and maintenance over $15,000. There are no exemptions.
List and describe all applicable fees. Fees not listed below will not be authorized for payment on any invoices throughout the term of the purchase order.
The vendor must provide certificates of insurance and/or endorsements indicatíng appropriate coverage to the City of Torrance General Services Department before a Purchase Order. The CITY, the City Council and each member thereof, members of boards and commissions, every officer, agent, official, employee, and volunteer must be named as additional insured under the automobile and general liability policies.
Prior to the issuance of a purchase order, the vendor must submit to the City of Torrance General Services Department proof of a City of Torrance Business License if your company is located in the City of Torrance; will physically be working in the City of Torrance; or will be using your own vehicles to deliver to the City of Torrance. For additional information and licensing requirements, please contact the City of Torrance Business License Office at (310) 618-5923. a
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a FiscalYearFunding: Each paymentobligation of the City is conditioned upon the availabilityof state or local government funds which are apportioned or allocated for the payment of such an obligation. lf the funds are not allocated and available for the continuance of the function performed by the Vendor, the product or service directly or indirectly involved in the performance of that function may be terminated by the City at the end of the period for which funds are available.
The City reserves the right to revise or amend these specifications prior to the date set for opening 1 a
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proposals. Revisions and amendments will be identified by an addendum to this RFQ. lf the revisions require additionaltime to enable vendors to respond, the City may postpone the opening date accordingly. ln such case, the addendum will include an announcement of the new proposal submittal due date.
The successful vendor will be issued a Purchase Order or a Contract Agreement for the services required and will include the terms and conditions attached to this RFQ.
Questions:
Questions Regarding this RFQ Must be Submitted on PlanetBids. The deadline to submit questions is 12:00P.M. Noon Pacific Time on Monday, April 1"t, 2024. No questions via telephone. No questions submitted after deadline.
Evaluation of Proposals:
The City will be the sole determiner of suitability to the City's needs. Proposals are rated according to their completeness and understanding of the City's needs, conformance to the requirements of the technical specifications, compatibility with the City's current technology and operations, prior experience with similar scope of work, financial capabilities, delivery, and cost. Cost including any ongoing maintenance and support cost are reviewed to determine which proposal best meets the needs of the City.
The City will take into consideration a local Torrance vendor sales tax rebate of 1% for proposals submitted by a Torrance vendor that include a material component.
The City's project evaluation team will evaluate proposals based on the evaluation criteria listed below. Points will be assigned to each criterion up to a maximum of 100 points. Proposals will be ranked and that ranking will be made public.
Subsequently, the City may interview a qualified Firm, prior to deciding whether to recommend the award of an Agreement.
Description of Evaluation Criteria Possible Points
Understanding of Work to be Performed (the Scope of Services) 20 Experience, Performance, and Approach with On-Call Services 25 Firms and Professional Staff Qualifications 25
References/Satisfaction of Clients 15
Completeness, Quality, and Value of Proposal 15
Maximum Total Points = 100
PART I - EVALUATION OF PROPOSALS: After receipt of proposals for this project, the City's project evaluation committee will evaluate proposals based on the criteria listed below (with exception of cost), and develop a short list of qualified Firms. The firms on this shortlist will be invited to interview with the City.
PART ll - INTERVIEW: At the time of the interview, invited Firms must submit a detailed fee proposal that includes a cost for each task of the project using the tasks outlined in the Scope of Work section of the RFQ.
Firms may list any additional services and associated costs that are not covered in the City's scope of work.
These items should be listed separately from those specifically requested so they may be considered. 2 209
Submittal Form:
Prospective bidders must submit bids in electronic only format at https:/ipbsvstem.plarretbids.com/portali47426loortal-home; The quotes must be made on the form provided and uploaded on PlanetBids.
Scan and attach the following required documents to your eBid. This list may not be all-inclusive; additional items may be required elsewhere in bid specifications. Failure to provide required documents with bid may cause the bid to be deemed non-responsive.)
lf an individual makes the quote, it must be signed by that individual, with an address and telephone number. lf made by a business entity, it must be signed by an authorized person that executes binding agreements and contracts. A full business address and telephone are required.
Blank spaces on the quote form must be completed using ink, indelible pencil, typewriter or digitally. The text of the proposalform must not be changed and no additions. Any unauthorized conditions, limitations, or provisos attached to a proposalwill render it informal and may cause its rejection. Alterations by erasure or interlineations must be explained or noted in the proposal form over the signature of the Proposer.
Payments:
Complete payment on the contract price will be made in approximately thirty (30) days from date of delivery, or completion and acceptance, unless otherwise provided for in Proposer's proposal or in these specifications.
Payments will be made upon verification and acceptance by the City of contract services performed and upon the City's receipt of a correct invoice.
Errors and Omissions
The proposer may not take advantage of any errors and/or omissions in these specifications or in the proposer's specifications submitted with its proposal. lf there are errors or omissions, you will be notified Reservation
The City reserves the right to revise or amend these specifications prior to the date set for opening proposals.
Revisions and amendments will be identified by an addendum to this RFQ. lf the revisions require additional time to enable vendors to respond, the City may postpone the opening date accordingly. ln such case, the addendum will include an announcement of the new proposal submittal due date.
Attach all addenda to the proposal. Failure to attach any addendum may render the proposal non-responsive and cause for rejection.
The City reserves the right to award a contract to a company solely based on the initial proposal submitted.
The City reserves the right to require more information and clarification on information submitted in the proposal to complete the evaluation.
The City Council reserves the right to reject any and all proposals received, to take all proposals under advisement for a period not to exceed ninety (90) days after the date of the opening, to waive any informality on any proposal, and to be the sole judge of the relative merits of the material and or service mentioned in the respective proposals received. The City reserves the right to reject any proposal not accompanied with all data or information required.
This Request for Proposals does not commit the City to award a contract or to pay any cost incurred in the preparation of a proposal. All responses to this RFQ document become the property of the City of Torrance 3 210
The City reserves the right to examine all factors bearing on a Proposer's ability to perform the services under the contract. The City reseryes the right to reject any proposal not accompanied with all data or information required. The City reserves the right to cancel this solicitation, without penalty, at its sole discretion.
Contractor Registration the State of California Senate Ball 854 (58854):
No contractor or subcontractor may be listed on a bid proposal for a public works project unless registered with the Department of lndustrial Relations pursuant to Labor Code section 1725.5 No contractor or subcontractor may be awarded a contract for public work on a public works project unless registered with the Department of lndustrial Relations pursuant to Labor Code section 1725.5. a
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¡ This project is subject to compliance monitoring and enforcement by the Department of lndustrial Relations. . All contractors and subcontractors must furnish electronic certified payroll records directly to the Labor Gommissioner (aka Division of Labor Standards Enforcement).
For additional information and to register online go to http://www.dir.ca.gov/Public- Works/Pu blicWorks. html
I ndependent Gontractor:
The successful proposer will at all times remain to the City, a wholly independent contractor. Neither the City nor any of its agents will have control over the conduct of the Contractor or any of the Contractor's employees, except as otherwise set forth in the awarded Agreement. The Contractor's agents and employees are not and will not be considered employees of the City for any purpose. The Contractor may not, at any time or in any manner, represent that it or any of its agents or employees are in any manner agents or employees of the City.
The City has no duty, obligation, or responsibility to the Contractor's agents or employees under the Affordable Care Act. The Contractor is solely responsible for any tax penalties associated with the failure to offer affordable coverage to its agents and employees under the Affordable Care Act and any other liabilities, claims and obligations regarding compliance with the Affordable Care Act with respect to the Contractor's agents and employees. The City is not responsible or liable for the Contractor's failure to comply with the Contractor's duties, obligations, and responsibilities under the Affordable Care Act. The Contractor agrees to defend, indemnify and hold the City harmless for all taxes and penalties that may be assessed against the City because of the Contractor's obligations under the Affordable Care Act relating to the Contractor's agents and employees.
Suspension of Procurement:
The City may suspend, in writing all or a portion of the procurement of materials or services pursuant to this RFQ and subsequent contract agreement, in the event unforeseen circumstances make such procurement impossible or infeasible, or in the event, City should determine it to be in the best interest of City to cancel such procurement of services or materials.
ln the event of termination, selected Proposer will perform such additional work as is necessary for the orderly filing of documents, and closing of project.
Notice of lntent to Award:
The City will notify all proposer's of its intent to award. Results will be posted on Planetbids https :ilpbsystem. planetbids.corrr'po ú.al¡ 47 4261 porlal-honre 4 211
Scope of Service:
BACKGROUND
The City of Torrance ("City") is seeking experienced on-call Design and Construction Administration Services proposais from qualified firms or teams of consultants for any City-related projects and activities, including those äpproved in the òity's Capital lmprovement Plan. Qualified firms shall provide professional services on an "on-call" basis for projects tó be determined during the contract term. Up to five (5) consulting firms and three (3) principal consultanìs may be selected to provide as-needed services to assist the City with project design, development, permitting, and óonstruction. The contract will be for a minimum 3-year term, with the option to extend two additional one-yeaiterms. The City will issue task orders for each project based on the scope of services, qualifications, work schedule, and service cost. The City may solicit proposals from two or more pre-qualified consultants.
The City anticipates a steady amount of construction activity at City facilities, including but not limited to parks, commrnity ceniers, fire stations, libraries, and civic center facilities. The City seeks on-call Design and Construction Services in the following areas:
. General architectural/engineering-related developments . Technical plan check for architectural/engineering documents . Creating and or reviewing plans complying with applicable Federal, State, County and local building code regulations
. Review of general on-site constructability conditions, including land use and as-builts . Construction administration management
proposers are encouraged to focus on their areas of strength and are not required to team with multiple sub- consultants to cover alf potential types of projects. Vendors may be selected to accomplish a portion, or all phases listed below. The on-call services may focus on any or all phases listed below:
. Phase 1: Site Analysis and Assessment
o Conduct a site assessment and prepare any relevant reports for evaluation. . Phase 2: Preliminary Design
o Conduct a site and facility assessment to provide recommendations for improvements with preliminary construction cost estimates.
. Phase 3: Final Design / Bid Ready Documents
o Prepare final bid-ready design and specification documents for construction. ¡ Phase 4: Bidding / Construction
o Assist the City with responses to inquiries from prospective bidders while ensuring the project is implemented per the approved set of plans.
. Phase 5: Post Gonstruction Phase
o Deliver a final completed project to the City that complies with all applicable codes, standards, and requirements per City regulations.
Selected proposer(s) will have a Master On-Call Design and Construction Administration Services Agreement established. The Agieement does not guarantee work under the agreement; it simply qualifies those on the list to be called upon ãuring the three-year period for work as needed. The selected companies may develop projects from ti-re conceplual planning stage to project closing. The scope of work includes but is not limited to þroject studies, preliminary designs, construction plans and specifications, project estimates, construction support, and all services associated with project development.
The scope of work includes, but is not limited to, the following:
. Provide staff and services on an on-call, as-needed basis. . Conduct an initial assessment of the project requirements, goals, and constraints. . Provide design and/or construction management services to repair and replace City infrastructure.
5 212
. Review existing project documentation, plans, and specifications. . Conduct bid/project manual/scope of work review and provide any recommendations. . Review the final contract between the owner and Contractor(s). . Work with development teams in the implementation of projects, including project management, liaison with development teams, and serving as the City representative in project implementation. ¡ Provide in-house personnel or sub-consultants for civil, geotechnical, mechanical, electrical, and landscaping architecture.
. Provide the full range of Professional Property Surveying, Design and Construction Administrative Services, including preliminary studies, public outreach, drawings, specifications, estimates, and other professional services.
o Review and develop standard plans and specifications. . Respond to plan check comments for building permits, planning entitlements, grading permits, and encroachment permits.
. During construction, visit on-site; review material submittals, shop drawings, and test results; respond to RFls; draft change orders; and review pay estimates. . Conduct inspections to ensure work complies with specifications and standards. . Conduct site visits to observe work progress and verify compliance with code and readily available approved construction documents.
. Provide status report updates to the Administrative Services Division. ¡ Coordinate project closeout activities, final inspections, and provide project documentation and deliverables.
Typical projects may include:
. General new facility construction or improvements
. General ADA improvements of driveways, sidewalks, curbs, gutters, paths of travel, striping and sig nage procuremenVinstallation
. Backup generator installations
. General plumbing improvements and water heater replacements . Upgrades and repairs to walking decks, stairs, and ramps . lnstallation and replacement of HVAC equipment
. Overall building, façade, lighting improvements
. Restroom renovations/prefabrications
. Roof replacements/fall protection safety systems
. Window and Door installation/replacements may include abatement services . Demolition of existing structures and rough grading for future development . Recreation parks and sports field improvements
. Renovations of library facilities' interior and exterior . Municipal airport capital improvements
o Electric&alternative-poweredvehicleinfrastructuredevelopment Task Orders:
The selected proposers shall be contacted to initiate a task order under the Master On-Call Design and Construction Administration Services Agreement to identify the specific location(s) and work items.
1. Under the Master On-Call Design and Construction Administration Services Agreement (Master Service Agreement), all work shall be initiated only by issuance of fully executed task order(s) by the City 6 213
Manager or their Contracting Designee.
2. The work to be performed under these orders must be within the scope of the original Master Service Agreement.
3. The City is only liable for labor hours and costs expended under the terms and conditions of the Master Service Agreement to the extent that a fully executed task order has been issued and covers the required work and costs.
4. Charges for any work not authorized shall not be allowed.
5. For each task order under the Master Service Agreement, the City Manager or their designee shall seek proposals from one or more consultants. The request will contain a description of the tasks to be achieved, a schedule for completion of the task order, and deliverables to be provided by the consultant.
6. The consultant shall submit a proposal defining the technical approach to complete the task order, work schedule, and proposed cosVprice.
7. Task orders will be considered fully executed upon the City Manager's or designee's signature. The consultant shall begin work on the task order by the effective date of the order.
The consultant shall notify the City of any instructions or guidance that may impact the task order's cost, schedule, or deliverables. The City must formally modify the task order before making any changes.
PROPOSED FEE/RATE SCHEDULE
A detailed fee proposal with an all-inclusive schedule of rates for each proposed personnel that may be required to complete an assigned task shall be provided. The fee/rate schedule shall identify an hourly rate schedule for the proposed personnel members that may be utilized to complete an assigned task. The rate schedule shall also include fees and expenses related to photocopying, postage, travel, etc. (i.e., Reimbursement expenses); no additional reimbursements will be provided. To the extent that a prime consultant contemplates the use of sub- consultants to perform the described services on the proposer's behalf, the firm shall include the name and resume of the sub-consultant(s) identifying all sub-consultants and state the fee for each sub-consultant in the Fee/Rate Schedule. The schedule shall include hourly rates for all personnel. The consultanVfirm will agree to fixed hourly rates set forth in their respective proposal for three (3) years, with an option of renewing for two (2) consecutive one (1) yearterms. Pricing forthe option years will be negotiated, and any proposed fee increases will not exceed five percent (5%) per year.
Proposal Requirements:
The proposal shall address all the information requested herein. To achieve a uniform review process and obtain the maximum degree of comparability, proposals must be organized and contain all information as specified below:
A. Gover Letter: Maximum of two pages serving as an introduction of the consultanVfirm and summary of professional qualifications, to include an understanding of the scope of services describing the general approach, organization, and staffing required for the services requested.
B. Brief GonsultanUfirm Profile: General consultanUfirm information includes number of employees, location of consultanVfirm headquarters and branch offices, years in business and organization, disciplines, and staffing. Describe the general qualifications of the firm as they relate to the work proposed with this RFQ.
C. Organization and Staffing: This section shall contain names, contact numbers, and descriptions of experience, including licenses and/or certifications, of all key personnel assigned to perform the Services. Members of the ConsultanVfirm's professional team (managers, contact person, etc.) should be identified by name and title and include contact phone numbers. lnclude major sub-consultants (if any) and their degree of involvement in this program. lf the firm consists of any sub-consultants, it shall 7 214
identify how long it has worked with them. lnclude resumes for all key individuals.
D. Description and Approach: The proposal should demonstrate the Consultant's knowledge of the needs and objectives of the work proposed under this RFQ. Provide a summary of similar projects, as listed in attachment A, on which the consultant or consultant team has experience. For each listed project, please provide the following information:
. Project name and location.
. Name of project owner and/or client.
. Role of the firm and a description of the services provided. . Role of each key team member who worked on the project. . Approximate dates services were provided.
. Project references (two contacts per project, including current telephone numbers). lnclude similar information for all City of Torrance projects where the firm/team has provided design services in the last five years, completed or ongoing.
E. Cost Proposal: The Fee Proposal shall be presented in a table format organized by key service categories proposed. lt shall consist of a schedule of fully burdened hourly rates for each consultant staff, sub-consultant providing the proposed Professional Services, and, as applicable, laboratory services unit prices. The Fee Proposal shall also include sub-consultant markup and, as applicable, hourly rates for equipment. (Proposer may reference Attachment D as a sample of an acceptable fee/rate schedule).
F. Résumé, Relevant Projects/Services with References: Provide résumés of the individual(s) from the Proposer's firm or entity that will be directly responsible for carrying out the contract, three references for recent similar services to include name, address, contact person, and phone number of the municipality/ConsultanVfirm, length of time services were provided, and a description of the services offered.
The City reserves the right to amend the RFQ by addendum before the final proposal submittal date.
Term: The initial contract will be for a period of three (3) years from July 1,2024 to June 30,2027 B
215
PROPOSAL SUBMITTAL
FAILURE TO COMPLETE ALL ITEMS IN THIS SECTION MAY INVALIDATE QUOTE. ln accordance with your "Request for Quote (RFQ)", the following proposal is submitted to the City of Torrance RFQ Submitted By:
Name of Company
Street Address City Zip Code
Telephone Number Fax Number
Printed Name/Title E-MailAddress
Signature Date
Form of Business Organization: Please indicate the following (check one).
I Corporation Partnership e Proprietorship
Do you have a Parent Company? Yes,
(Name of Parent Company)
Do you have any Subsidiaries? No Yes,
(Name of Subsidiary Company)
9 216
Proposal Submittal Continued
Years in business under your current name and
form of business organization? (Fill¡n)
lf less than three (3) years and your company
was in business under a different name, what
was that name? (F¡llin)
Attach
Professional Engineering or Architectural
Licensure by the State of California lssued by
Printed Name:
Title
Telephone:
Ptease indicate the addenda information you have rece¡ved regard¡ng this RFP.
E-MailAddress:
Addendum No. Date Received
Addenda were received regarding this RFP
(Pflnt Name) and Date
No Addenda were received regarding this RFP
The City of Torrance Payment terms are Net 30.
The City does not make pre-payments or pay upon
recei lnitial
No or Yes (provlde details)
Do you offer any discounted invoice terms?
10 217
name
Name
Title:
Street Address
City
Zip Code:
Phone Number:
Fax Number:
E-MailAddress:
Name
Title:
Street Address
City
Zip Code:
Phone Number:
Fax Number:
E-MailAddress:
Name
Title:
Street Address:
City:
Zip Code:
Phone Number:
Fax Number:
E-MailAddress:
Additional Notes (if any):
11 218
lf awarded, will you be using sub-consultants to carry out the scope of work required in this RFP? No, we will not be using any sub-consultants
for this oroiect.
Yes, we will be using sub-consultants and
have listed their contact information below
Consultant or Firm Name
Type of consulting work performed
Street Address:
City:
Zip Code:
Type of work being Performed
Please explain the working relationship between
your company and the sub-consultants.
Consultant or Firm Name:
Type of consulting work performed
Street Address
City
Zip Code
Type of work being Performed
Please explain the working relationship between
Gonsultant or Firm Name:
f and the sub-consultants.
Type of consulting work performed:
Street Address
City:
Zip Code
Type of work being Performed
Please explain the working relationship between
Consultant or Firm Name:
and the sub-consultants.
Type of consulting work performed
Street Address:
City:
Zip Code
Type of work being Performed:
Please explain the working relationship between
your company and the sub-consultants.
12 219
Proposal Submittal Continued
Vendor Name
Background and Recent Experience with Similar Projects:
ln the space below, please provide a narrative explaining your background and recent experience with similar projects as the scope of work identified in this RFQ. (Please attach additional sheet if needed.) 13 220
Continued
Please attach information regarding your background and recent experience with similar projects as the scope of services identified in this RFP. This information should reflect those projects indicated in your the background qualifications. lnformation should include the following:
Project Descri ption Overview
Project Agency/Owner
Duration of Design Period (total count of months
or years from start to competition)
Project Timeline (total count of months or years
from start to competition)
Complete Project Scope
Project Scope (vour firm's portion of work)
Estimated Project Cost to construct
Actual Project Cost to construct
Project Contact (please confirm contact
information is current prior to submitting)
. Name
. Address
. Phone Number
. EmailAddress
14 221
Proposal Submittal Continued
Vendor Name:
Work Plan for Each Required Task:
ln the space below, please provide a narrative explaining your background and recent experience with similar projects as the scope of work identified in this RFQ. (Please attach additional sheet if needed.) 15 222
Proposal Suþmittal Continued
Vendor Name:
Firms submitt¡ng submittals should meet the following minimum qualifications. Please answer "yes" or "no", and include an explanation, as needed.
1. Respondent has a liability insurance policy with a policy limit amount as required on the Sample Consulting Services Agreement or a statement from their broker that the Respondent can have such insurance in place after notice of award.
Yes No
2. Respondent has a current workers' compensation insurance policy as required by the Labor Code or is legally self-insured pursuant to Labor Code section 3700 ET. Seq. or is exempt because Respondent has no employees. Respondent has continuously had workers' com pensation i nsu rance or state-approved self-i nsu rance.
Yes No Exempt
3. Respondent has an automobile liability insurance policy with a policy limit per claim amount consistent with the Sample Consulting Services Agreement or a statement from their broker that the Respondent can have such insurance in place after notice of award.
Yes No
4. At any time during the last five years, has your firm, or any of its owners or officers been convicted of a crime involving the bidding, awarding or performance of a government contract or agreement? Yes No
5. ls your firm currently in a bankruptcy case, in Chapter 11, an applicant for Chapter 11, or an adjudicated bankrupt?
Yes No
6. Does the ConsultanVfirm have any existing or potential conflicts of interest with the City? Yes* No
*lf yes, attach a statement detailing the conflicts of interest. 16 223
Proposal Submittal Continued
Vendor Name:
References:
Please supply the names of companies/agencies for which you recently supplied comparable goods/services as requested ¡n in¡s RFQ. A minimum of three (3) references is required; additional references are optional.
References from public agencies are preferred. Do not include the City of Torrance as a reference for this RFQ,
Name of Company/Agency:
Street Address
City, State, Zip Code
I
What ProducVService did you provide
to this Com pany/Agency?
Name of Person to Contact:
Phone Number of Contact:
Email Address of Contact:
2 Name of Company/Agency:
Street Address:
City, State Zip Code
What Product/Service did you provide
to this Company/Agency?
Name of Person to Contact
Phone Number of Contact
Email Address of Contact
3 Name of Company/Agency
Street Address
City, State Zip Code
What ProducUService did you provide
to this Company/Agency?
Name of Person to Contact:
Phone Number of Contact:
Email Address of Contact:
17 224
Proposal Submittal Continued
You must indicatebelowlistedeachanswer theofare to questionsredConsultants requr ouY attachmustbmsu ittal.nhave informationthisthatbelow proposalyourprovidedyou ce aretn thedetail servlsubmittal you proposingtosheets r RFP describingitionaladd you proposal you have answered this
lndicate what page ¡n your
RFP Submittal Checklist
n yes ! ¡¡oDid you review allattachments, including the Sample Consulting Services Agreement, as part of this RFP?
n Yes[ ruoDid you include a signed Affidavit Form with your RFP Submittal? fl Yes E t',loDid you include proof of Professional Engineering or Architectural Licensure by the State of California?
! ves ! tloDid you complete a proposal as described in the RFP Requirements? IvesnruoDid you include all addenda if any issued by the City? n ves ! tloDid you include References?
n ves D t¡oDid you complete allthe sections?
! ves I ttoRecentandndBatheitiond shal toeets nsweraad ckgrouattachDid you Rthis P?FofnformationEx withrience Simi ar Projectspe
!YesnruoDid you include resumes of the appropriate qualified candidates? I Yes ! t,toth Scabl codese toto with theD e ofroof b applaid ity complyprovid pyou ce?ensurewill comect howand plianyou
18 225
Proposal Submittal Continued
By signing the price quote below, the contractor
confirms that the price quoted includes all of the
requirements listed in this Request for Quotation
By
(Signature)
Printed Name
Company
StreetAddress
City, State, Zip
Telephone (-) -
E-Mail
Date:
The City standard terms are Net 30.
Do you offer discounted lnvoice Terms? fl No, lf
Yes, what are your lnvoice Terms:
City of Torrance Business License #
Prior to the award of a Purchase Order, you are
required to have a City of Torrance Brrsiness
License íf your company is located in the Cíty of
Torrance; will physically be working in the City of
Torrance; or wíll be using your own vehícles to
deliver to the City of Torrance. For additional
information and licensing requiremenfs, p/ease
contact the City of Torrance Business License
Office at p1Q 618-5923.
19 226
STATE OF CALIFORNIA
COUNTYOF LOSANGELES
ATTACHMENT I
PROPOSER'S AFFIDAVIT
ng first duly sworn deposes and says:
1. That he/she is the of
- (Title of Office) (Name of Company)
Hereinafter called "proposer", who has submitted to the City of Torrance a proposal for
2. That the proposal is genuine; that
(Title of RFP)
all statements of fact in the proposal are true;
3. That the proposal was not made in the interest or behalf of any person, partnership, company, association, organization or corporation not named or disclosed,
4. That the proposer did not, directly or indirectly, induce solicit or agree with anyone else to submit a false or sham proposal, to refrain fiom proposing, or to withdraw his proposal, to raise or fix the proposal price of the Proposer or of änyone else, or to raise ór fix anyäverhead, profit or cost element of the Proposer's price or the price of anyone else; and did'not attempt to induce action þrejudicial to tne interest of the city of Torrance, or of any other Proposer, or anyone else interested in the proposed contract;
b. That the proposer has not in any other manner sought by collusion to secure for itself an advantage over the other proposer or to inducà action prejudicial io the interests of th; c¡ty of Torrance, or of any other Proposer or of anyone else interested in the proposed contract;
6. That the proposer has not accepted any proposal from any subcontractor or materialman through any proposal depository, the bylaws, rules or regulatións of wnicfr prohibit or prevent the Proposer from considering any proposal from any suOcóntractor or material man, which is not processed through that proposal depository, or which prevent any subcontractor or materialman from proposing to äny contractor who does not use the facilities of or accept proposals from or through such proposal depository;
7. That the proposer did not, direcfly or indirectly, submit the Proposer's proposal price or any breakdown thereof, or the contents thereof, or divulge informatión or data reíative thereto, to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof, or to any individual or group of individuals, except to 1¡rã city of Torrance, or to any person or persons who have a partnership or other financial interest with said Proposer in its business.
g. That the Proposer has not been debarred from participation in any State or Federal works project.
Dated this
-day
of
-
' 20-'
(Proposer Signature)
(Title)
1 227
ATTACHMENT 2
CONSULTING SERVICES AGREEMENT
SEPARATE
DOCUMENT
2 228
ATTACHMENT 3
SAM PLE TASK AUTHORIZATION
TASK AUTHORIZATION
Date
Company Name &
Address & Fax
Subject: Task Authorization for Agreement No. XX'XXXX
you are authorized to proceed with the service described in this correspondence in an amount not to exceed $XXXXX. This Task Authorization is in accordance with the terms of the Master On-Call Design and Construction Administration Services Agreement. Please cite Task Order #01'01 on invoice(s) for this Task.
Task
Task Budget:41 Requestor:
5. Start Date/End Date2 Date of Request:
01-016. Task Order #:3 PO#:
TASKTITLE:
Scope of Services
DIRECTOR APPROVAL:CITY REPRESENTATIVE:
Signature:Name
Name:Title:
Title: GeneralServices DirectorDate:
APPROVALS
3 229
ATTACHMENT4
SAMPLE PROPOSED FEE/RATE SCHEDULE
1 Principal
Senior ArchitecVEngineer2
MEP Engineer3
4 Project Manager
Registered Building EnveloPe Consultant5
Registered Roof Consultant6
Reoistered Waterproofing Consultant7
I Registered Exterior Wall Consultant
Certified EIFS InspectorI
Roof Technician10
11 Field Technician
Clerical/Adm in istrative staff12
Drafter13
14 Other:
4 230
EXHIBIT B
PARTNER ASSESSMENT CORPORATION, DBA PARTNER ENGINEERING AND SCIENCE, INC.'S QUOTE
[To be attached]
231
.i: )
.t..t¡-/
Fiir-l f-lesult,;
il ì i lLlr:t,¡rl,,¡.1 i i l;
Vendor Name
Address
Respondee
Respondee Iitle
Phone
Email
Vendor Type
License #
CADIR
Partner Assessment CorPoration
2'l 54 Torrance Boulevard
Torrance, California 90501
Unìted States
Robert Rafaneìli
Sr. Director of Construct¡on
470-590-6175
rraf anelli@pa rl neres i. com
iìirl llel¡il
Rrl.:rí)()ttlee (,l¡;trl t;r¡ l
lJr j'lr,ìr l,¡,r l Iii icr'l l
i ii.ii:itiit;:t ri I
Bid Format Electronic
Submitted 04108/202411 05 4M (PDf)
Delivery Method
Bid Responsive
Bid Stalus Submitted
Confrrmation # 372254
File Title
Partner ESI-SOQ-City of Torrance-On-Call Design and
Construction Svcs-040824.Pdf
Sample task order.Pdf
3, ATTACHMENT 4 SAMPLE PROPOSED FEE RATE
SCHEDULE -completed.Pdf
File Name
Partner ESI-SOQ-City of Tonance-On-Call Design and
Construction Svcs-040824.Pdf
Sample task order Pdf
3, ATTACHMENT 4 SAMPLE PROPOSED FEE RATE
SCHEDULE -comPleted. Pdf
File Type
Proposal Submittal
Task Authorization
Schedule of Fees (Rate
Schedule)
232
Discount Terms No Dlscount
llêm Code TYPe UOM QTY untt Prlce R€sponse Comment
Itcm *
Sætlo¡ I
1 2
3 4
5 6
7 8
9 10
11 12
13 14
Itcm Descrlptlon
Prlncip¿l
senlorÂrchllæt/ Englnær
MÊP Énglnær
Prc¡æl Managor
Rqlstded Bu¡lding Envclope cfr sulþnt
Reglst€red Roof Con3ulta¡l
Reglstcr.d Watcrpr@fing Consult.nt
Registered Exl6rlor Wåll consultant
certltied EIFS lnspæto¡
RætTæhnlclan
Fleld fæhnlclan
clêrlcål / admlnlslBtlve staff
0tâfter
Oth€r
Houly
Hour¡y
Hourly
Houly
Hdrly
Hdrly
Hourly
Hdrly
Houtly
Houdy
HdrlY
Hourly
Hourly
Hourly
s300.0000
$250.0000
s200.0000
s200.0000
s200.0000
s200.0000
s200.0000
s200.0000
s200.0000
s200.0000
s200.0000
sr00.0000
s170.0000
s200.0000
Llne Total
s2,820.0000
s300.0000
s250.0000
s200,0000
$200.0000
s200.0000
$200.0000
s200.0000
s200.0000
s200.0000
s200.0000
s200.0000
s100.0000
s170.0000
s2m.0000
Yea
233
Secl¡on Title L¡ne Total
Sect¡on 1
s2,820.0000
$2,820.0000Grand Total
234
PARTNER More Than Just Assessments.
Solutions.Engineering and Science, lncl
t
iubmrtterJ tr;:
Thr: Citr¡ rf i Tr)rr.¡ni e
Sall;i K,¡r rng, Ptrrchasiiig Agent
Cener';rl Ser',,i<-es De¡.r,tr.tireni
:l0l I Torr.ance Bouier,'ercl
Tor'r.ìnr-e CA 9{1i03
jr.¡brrrtreil bv.
P.lrtrìer Err!lineerinc; arl¡l S< ierrr.e, lnc.
Corrt¡ct: P,r-;1.¡ert Raf;¡rlelli. 5r. Director of Cor¡sirr-tction Cr.;r.pr:r-aie Oíii<-e: 2lj-l Tori'ance Bl'¡d., Ste 200 Torrer¡i"e CA 9tl5{l I
Plron e. 4t) ¿l - ) 23 -7 23 2 | Errr.ri I . rra ianel I i.ql p¿ rtr ì erJSi. (-orrì ffi
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PARTNER ENGINEERING AND SCIENCE, INC. QUOTATION FOR
ON-CALL DESIGN AND CONSTRUCTION
ADM I N ISTRATION SERVICES
IN RESPONSE TO THE CITY OF TORRANCE - REQUEST FOR QUOIE April iì 2024
ùç
r¡
Building Engineering &
Assessments
Environmental Consulting &
Remediation
Construction &
Development Services
Energy & Sustainability
Consulting
235
PARTNER
Englneering! and Sclence, lncl
A. COVER LETTER
April 8,2024
Sally Kyung, Purchasing Agent
The City of Torrance
General Services Department
3031 Torrance Boulevard
Torrance, CA 90503e
Subject: Response to Request for Quotation (RFQ) for On-Call Design and Construction Administration Dear Ms. Kyung:
On behalf of our project team, we are pleased to submit our quotation and qualifications to the City of Torrance (the City) in response to this RFQ to provide on-call design and construction administration services. We are currently starting work with the City on several other projects, so we are excited about the possibility of continuing to provide our services and work with the City under this contract. We are within walking distance to the City's properties, so we can respond to requests promptly and meet with your team in person to discuss projects onsite.
We understand the City anticipates a steady amount of construction activity at City facilities, including but not limited to parks, community centers, fire stations, libraries, and civic center facilities involving the following on-call Design and Construction Services:
1. General architectural/engineering-related developments
2. Technical plan check for architectural/engineering documents
3. Creating and or reviewing plans complying with applicable federal, state, county, and local building code regulations
4. Review of general on-site constructability conditions, including land use and as-builts
5. Constructionadministration management
Paftner has extensive experience in these areas, in addition to those outside of this scope, including but not limited to asbestos and lead-based paint (LBP) surveys, roofing, and energy solutions. We have a full Facility Solutions and Construction Management team. Our dedicated team members bring the following strengths in supporl of your planning efforts:
v' Locçl t¡t-tlouse Ex¡serienced tntegrated Facílity Solutions Teøm. Our lntegrated Facility Solutions Group offers a full range of services including facility condition assessments (FCAs), owner's representation, construction management, risk analysis, resiliency planning, project management, and assessment solutions. Our key team members have more than 20 years of experience in management and oversight of building construction projects. r' lntegrated Multidiscíplínøry Assesstnettt attd Planning Iecnr. Paftner is uniquely qualified to provide tailored solutions that fill service delivery gaps in all phases of the investment cycle. Our team includes in-house architects and engineers with expertise including construction, civil, roofing, façade, mechanical, electric, plumbing, fire protection, ADA, historic architecture, and LEED AP-accredited energy efficiency and sustainability experls. '/ Current Work Experience wíth the City of Torrance" We are familiar with the City based on current contracted work in progress on multiple owner's representat¡ve projects involving construction of several buildings and other associated services, so we can hit the ground running immediately once we are notified by your team.
More Than Just Assessments. Solutions.
@@@@
236
PARTNER
Englneering and Science, lnci
./ Ëxtensive Experience with Si,¡itor Fa<:ility Types. Due to our experience with similar facilities, the City will experience a Partnerteam that fully understands the importance these services can have on project outcome. r'' Programnwtic Ca¡tital Budgeting and Plannittg Services a¡rc| Taols. We can fully support your ongoing investment planning and decision making by providing data collection tools that optimize the Uniformat level coding and real-time dashboards to help you make informed decisions.
,/ Public, Private, and Non-Profít Clients. Our firm has more than 15 years in the industry with experience in resolving similar challenges for a variety of other clients, such as for other municipalities, cities, counties, utilities, educational institutions, healthcare, and private clients nationwide, so we know how to navigate and manage them efficiently.
Partner's goal is to work with the City as a team member rather than just a hired consultant to provide the highest level of service for this significant project. As your central point of contact ensuring prompt service, customer satisfaction, and complaint resolution, I am fully committed to this effort for the entire duration of service delivery and have a comprehensive understanding of how to meet and exceed requirements as outlined in the RFQ. Thank you again for the opportunity to provide our solution for this project.
Best regards,
Robert Rafanelli, Sr. Director of Construction
PnRr¡ren E¡¡cr¡reERrNc AND SctENcE, lNc.
P'. 404-328-7 232 | [email protected]
More Than iust Assessments. Solutions
@@€@
237
Pr¡:f ¡1qr i:tr a.)¿ ir)lJf ¡i)rì ior l.)r, i't¡i! [..i+:.,itj't il a ü ( ú t: s i : : ; a fi i);' .J\:,'/; ìí:l¡ 5 :¡('¡ t : Õ'1 \Ll a','; ( {a ç
CONTENTS
A. Cover Letter
B. Firm Profile
1 4
5 5
8 2
2 3
3 5
5 6
7 7
Overview of Qualifications and Experience with Similar Projects......
Why Partner?
C. Organization and Staffing
D. Description and Approach 1
1 1
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1 1
1 Scope
Phase 3: Final Design / Bid Ready Documents..
Forms and Certifications
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B. FIRM PROFITE
Partner Engineering and Science, Inc. (Partner) was founded in 2007 and is an international assessment company with the added benefit of full-service engineering, construction, energy, and environmental service capabilities. Our client-focused approach and quality deliverables has fueled rapid growth, from a staff of I to more than 1,250+ employees and 40+ office locations, including 7 in California, due to increasing demand for our services and growth. Partner establishes relationships and builds client loyalty through truthful, transparent consulting, and frequent communication.
Our growth has been an organic response to client demand for quality consulting services.
Partner offers the full spectrum of our multidisciplinary assessment personnel including civil, structural, and forensic engineers; architects and construction professionals; zoning and feasibility professionals; and façade, rool mechanical, electrical, plumbing, environmental, and energy specialists. The range of services we provide includes, but is not limited to, the following:
Building Assessments
o Facility Condition Assessments (FCAs)
o Property Condition Assessments (PCAs)
o Physical Needs Assessments (PNAs)
o Green PNAs
o Maintenance and Capital Planning
o Building System Specialty Evaluations
o Forensic Evaluations
o Feasibility Studies
o Space Analysis
o lnventorying, Barcoding, and Tagging
o Accessibility/ADA Surveys
o Seismic Risk Assessments
o Appraisals
Building Engineering & Design
o Mechanical-Electrical-Plumbing(MEP)
o Structural Engineering
o Geotechnical and Forensic Engineering
o Site Civil Engineering
o Roof and Pavement Assessments
o Façade and Building Envelope Assessments
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Construction Risk Management
o Owner's Representative
o ContractorEvaluations
o Design and Budget Reviews
o Cost / Budget Estimating
o Construction Progress Monitoring
o Funds Control & Disbursement Services
o CompletionCommitments
Environmental Consulting
Environmental Health 8r Safety and
Regulatory Compliance
Environ mental Remediation
Energy and Sustainability Consulting
o BuildingCommissioning
o Energy Audits, Renewable Consulting, Solar
Feasibility
o Utility and Government Program
Management
Geotechnical lnvestigation
lndustrial Hygiene
Land Surveying and Mapping, Zoning Services
Partner has a Flat Organizational Structure. Our top-level executives include Joseph P. Derhake, CEO; Dana Derhake, VP, Secretary, COO; Monique Burrola, COO; Marc Goldberg, CFO; and Frank S. Romeo, Jr., President. Partner has more than 2,500 public and private clients in markets which include state and local governments, federal agencies, military, healthcare, education, aviation, banks, developers, investors, infrastructure, energy, automotive, hospitality, industrial, mixed use, multifamily, office, recreation, residential, retail, and commercial, telecommunications.
Full Name: Partner Assessment Corporation DBA Partner Engineering and Science, lnc.
Headquarters Address: 2154W. Torrance Blvd., Suite 200, Torrance, CA 90501 | Total CA Offices: B Business Organization/Legal Formation/State of lncorporation/Year: Corporation S, California, 12/2006 Federal lD Number: 2O-8264379; Local Business Enterprise (LBE) Certification: Los Angeles (2022-27) California Branch Office Locations: Torrance, lrvine, Los Angeles, Corona, Pasadena, Roseville, San Diego. 4l PARTNEROg€O
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OVERVIEW OF QUALIFICATIONS AND EXPERIENCE WITH SIMILAR PROJECTS Partner has experience with building condition assessments and construction project management projects throughout California and nationwide similar to the services indicated. Our experience in California includes more than 12,000 property or building condition assessments and 1 5,000+ construction management projects of various sizes in the last 5 years, which includes structures and property types and sizes such as office buildings and parking lots, multifamily buildings, shopping centers, banks, medical centers, hotels, YMCA facilities, warehouses, distribution facilities, manufacturing centers, stores or retail buildings, parking lots, parks and recreation facilities, and school campuses. Our key team members have also performed projects prior to joining Partner, in California and throughout the country. Many of our condition assessments have also included energy surveys, mechanical, electrical, plumbing/fire life safety (MEP/FLS) evaluations, accessibility or ADA assessments, structural investigations, and roof assessments.
Partner offers the City our strong local presence, with staff based out of our Torrance and lrvine offices, as well as our six other California offices and remotely, which allows for immediate response to contract demands. Our key personnel have extensive experience providing building assessment services for municipal, city, county organizations, schools, boards of education, state and local agencies, corporations, and other client types. As a result, we are well versed with a variety of processes, which allows us to hit the ground running-saving you time and money.
We offer the full spectrum of our multidisciplinary assessment personnel including civil, structural, and forensic engineers; architects and construction professionals; and façade, roof, MEP, seismic, and energy specialists. Our dedicated team of licensed professionals includes civil, mechanical, and structural engineers; environmental professionals; geologists; architects and energy specialists, among many others. Our local multidisciplinary team based out of our local California offices possesses the technical skills, resources, and experience to deliver the quality assessments and reports our clients rely on. We will service this contract from our local Torrance office, with highly experienced professional staffing and leadership support to fulfill the required scope. Our team members are familiar with Torrance and governmental agencies and have performed work previously for clients throughout the Western region, including local municipalities and other public agencies throughout California. \A/HY PARTNER?
Current Contract with the City of Torrance. Partner is currently under contract with work unden¡vay for the City of Torrance to provide various services such as construction cost estimating, pre-demolition asbestos and lead- based paint (LBP) survey, comprehensive roof asbestos survey, and a rooftop safety audit.
Proven Track Record and Experience. Building condition assessments are a core service area of Partner. Partner's California and national assessment practice consists of a multidisciplinary condition assessment team and is thriving based on our staff's ability to execute detailed, thoughtful, and cost- effective analysis of building conditions. Professional licenses or qualifications held by members of our staff include Professional Engineers (PEs), Registered Architects (RAs), Civil/Structural Engineers, Mechanical Engineers, Electrical Engineers, Architects, Appraisers, Energy Specialists, and Registered Roofing Consultants. We have proven experience working together on assessments of California buildings and multi-site portfolios, with an extensive track record of performing local multidisciplinary assessments on all building types.
Partner's team offers:
¡ Extensive California regional
experience conducting all services
required by this contract.
. Depth and breadth of
experienced professionals located
in Torrance and within a block of
the CiÇ of Torrance office, and
quick access to the City's
properties.
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We are Local. We will service this contract from our
Torrance office in southern California, with highly
experienced professional staffin g and leadership support to fully provide the depth and breadth of services
required as outlined. We will be drawing from our local in-house integrated multidisciplinary assessment and
planning team in Torrance including in-house registered architects and professional engineers with expertise in civil, façade, roofing, mechanical, electric, plumbing
(MEP), structural, seismic, fire protection, and LEED AP- accredited energy efficiency and sustainability experts.
Capacity and Availability to Complete Projects.
Partner has the appropriate professional staffing and
resources to address the assignments under this
contract. Partner's depth of resources, large professional staff, and our process efficiencies ensure new projects can be added and successfully completed on time, on
scope, and on budget.
Multidisciplinary Capabilities. Our clients consider us a trusted multidisciplinary resource and regularly
request additional services such as
energy/sustainability evaluations, MEP/FLS and roofing ApproximateLy 27k projects involving one or more requested assessments, ADA surveys, zoning reports and ALTA sentìces in the state of Californio in the Lost 5 years. surveys, health and safety/industrial hygiene assessments and environmental services (asbestos, radon, mold, and lead-based paint surveys; Phase I and ll ESAs; and COVID-19 re-entry services), ESG, energy, and operations and maintenance plans. We have performed these services throughout the U.S. in addition to or coupled with condition assessments and have experienced unprecedented growth and demand during the pandemic due to our "one-stop shop" capabilities, versatility of staff, and fast turnaround times.
Cohesive Assessment and Planning Team. Understanding your business is more than our tagline, it's our mission statement and at the heart of our business model. With our deep collection of talented staff from every corner of the asset management industry, we appreciate that one size does not f¡t all. This multidisciplinary team and project approach allow us to provide timely cost evaluations for each facility for client capital budgeting, planning, and the decision-making process.
Extensive Local Municipal, City, Government, and Private Client Experience. We have experience resolving property condition and planning challenges for other municipal, city, county, and private clients. Our experience with public agencies includes municipal, county, city, federal, and public school district clients. As a result, we are familiar with a variety of procedures and requirements. Condition assessments are a core service area for Partner, with more than 15 years in the industry. We hold many current contracts with public and private California clients, some of which we have had since inception, so we are familiar with California state and local procedures.
Programmatic Capital Budgeting and Planning Services and Tools. We can fully support your ongoing investment planning and decision making by providing real-time dashboards to help you make informed decisions.
Consistency and Scalability. Partner can scale to handle large portfolios expediently. With each project, Partner assigns a single point of contact to ensure frequent communication and responsiveness to our client. An internal technical program manager assesses the project and creates a plan, and our centralized staffing and project management team ensure consistent, high-quality execution and deliverables.
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Energy Services. Partner's Energy team is a nationwide provider of building science services, with a robust resume of energy assessments. We seamlessly share resources and personnel and collaborate on numerous projects. Each team contributes industry-leading expertise and experience, delivering customized solutions that meet client goals in the most expedient and cost-effective manner. By recommending and implementing fiscally responsible energy efficiency measures, our team helps clients reduce energy usage and energy costs. Our recommended solutions are economically sound, as we take into consideration the client's energy goals as well as their investment return criteria.
Somple List of Clients or Projects in California
¡ Governmental Agencies: Housing Authority of the City of Los Angeles, Los Angeles Community College District, Los Angeles Unified School District (LAUSD), County of Santa Cruz, Sacramento Housing Agency, County of San Mateo, California Housing Finance Agency, Authority of the City of Porl Hueneme, Housing Authority of the County of Butler, County of San Diego Health & Human Services Agency, Housing Authority of the City of San Buenaventura, State Center Community College District, San Diego Housing Commission, and Sutter County Development Services. . Affordable Housing, Multifamily / Senior Carel Healthcare Centers: CDC Torrance Medical Campus, the Medical Pavilion, East Medical Plaza, First Health Medical Center, Kings View Manor Senior Community, Brilliant Corners, Golden Age Garden Aparlments, Carbon Creek Shores, Sea Breeze Gardens, Mercy Housing, Villa Raintree, Foothill Retirement, Rose Garden Residential Care, Pacific Palms Healthcare, Yorkshire Village, Cloisters of the Valley, YWCA, and Shasta Family YMCA.
¡ Hotels: Hilton Garden lnn, Hotel Cerro, San Joaquin Hotel, The Renaissance, Hampton lnn, Springhill Suites, Residence lnn, Homewood Suites, Good Nite lnn, Days lnn, Royal Plaza, Motel 6, Best Western, Majestic lnn, Sheraton Grand Hotel, Embassy Hotel, Holiday lnn, Sheraton Sonoma Wine Country, and NoMad Hotel. . Retail/Pharmacy/Banks: Costco Retail Building, Save Mart, Club One Casino, Aetna Life lnsurance, Fresno Truck Terminal, Sunnyside Shopping Cente¡ Ashlan Park Shopping Center, Burger King, Save Mart, Walgreens, Smarl and Final Stores, Lowe's, Citibank, Chase, Amazon, Verizon Wireless, Dollar General, Petco, Walmart, Chase, Wells Fargo, United Oil, O'Reilly Auto Parts, AT&l Westfield Galleria, and Google. . And other business types: Educational facilities and schools, nonprofit organizations, healthcare, childcare, auto, storage, banks, shopping centers, offices, and multifamily/apartment buildings. 7l PARTNEROO@O
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C. ORGANIZATION AND STAFFING
Partner's key staff for this project are senior level in terms of expeftise and years of experience in providing the requested services. Our team selected for this project will be primarily dedicated to this contract to ensure consistent quality and timeliness of our project deliverables. We commit to using our ever-growing pool of professionals and field staff to your projects. Resumes are provided in Section E.
DESIGNATED REPRESENTATIVE
Paftne/s primary point of contact will be Mr. Robert Rafanelli, Senior Director of Constructíon, for all project phases to ensure the project scope and deliverables are consistent. We will provide a Dedicated Program Resource Team to work with the City during all phases. This team is detailed in the Project Timeline and Fees chart. The following is a list of staff bios and contact information as requested. Full resumes are provided in Section E.
Primary Point of Contact -Robert Rafanelli, Senior Director of Construction. Mr. Rafanelli is the Senior Director of Construction in the lntegrated Facilities Services division for Partner Engineering and Science, lnc. (Partner) and his responsibilities include Strategic Planning, Project Management, Budget Control, Resource Allocation, Team Leadership, Risk Management, and Client and Stakeholder Communication. He offers specialized expertise in several critical areas, including Document and Cost Review, Contractor Ëvaluation, Code Compliance lnspection, Construction Progress Monitoring, Pay Application Review (Funds Control), Cost to Complete, Pre-Construction Document & Cost Analysis, and Budget Reviews. Mr. Rafanelli boasts a comprehensive background in construction management, with a particular emphasis on Quality Assurance and Quality Control (QAQC). His expertise provides clients with the confidence that the project's successful execution is guaranteed through meticulous analysis, combining on-site observation and thorough contract document reviews. Phone: 470-590-6175/Email:
rrafane I I i @ pa rtneresi. com
Secondary Point of Contact- Jenny Redlin, REPA, Principal, Executive Director, Ms. Redlin brings unique expertise and experience as an almost 2O-year environmental and engineering consulting industry veteran and a founding member and Executive Board Member of Partner. Ms. Redlin has extensive experience managing all aspects of due diligence for nationwide and local clients. Real estate investors, redevelopment agencies, financial institutions, insurance lenders, and real estate equity funds have come to rely on her advice and judgment to help them with their real estate business decisions. Ms. Redlin is a dedicated professional who takes pride and pleasure in meeting her client's needs and spearheading and assembling the team with the expertise to handle any issue that may arise during the transaction.
PHASES I AND 2
I nteg rated Facility Solutions Tea m
Gary Cohn, AlA, Licensed Architect, Director of lnstitutional A&E Seruices. Gary Cohn is Partner Engineering and Science, lnc.'s Director of lnstitutional A&.E Services. With almost 40 years of experience in the commercial real estate industry, Gary brings a wealth of experience and expertise to all projects. An experienced executive, Gary has a demonstrated history of working successfully in the design and construction industry. He is a strong technical professional with extensive experience in owner's representation, capital planning, building assessment, and property resilience. Phone: 7 1 4-923-8992/ Email: [email protected] Michael LaFalce, Jr., RA, Managing Director, IFS Group. Michael's current role as Managing Director includes the management of Subject Matter Experts with varying degrees of expertise, each with the goal to "Fill in the Gaps" for all service delivery phases, and to offer solutions for investors and occupiers to help strengthen and position their real estate for its best productivity and value proposition. Michael has over 10 years of experience providing consultative solutions for the real estate and due diligence occupier/owner markets. Michael brings over 25 years of combined experience in architecture, design, management, investigation, peer review, detailing and monitoring
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the construction, operations and assessment of multiple large-scale projects, facilities, and clients. Michael has been instrumental in providing strategic solutions for over 1.5 billion square feet of diverse assets including Office, Distribution, Logistics, Hospitality, Medical, Manufacturing, Assisted Living, Retail and Multi-Family uses, and has served industry-leading clients and municipalities including Amazon, Google, Santander, Ford, Fiat/Chrysler, NYS OGS, Emmet County, City of Mobile, Marion County, and the City of Santa Cruz.
Nate Benton, PE, CEM, MEP Evaluations. Nate Benton is the Director of MEP Solutions, a part of the lntegrated Facilities Solutions team with Partner, located in Denver, Colorado. Nate leads a team of mechanical engineers specializing in MEP condition assessments and asset data collection services. Nate has 18 years of engineering, evaluation, and analytic experience with a focus on due diligence consulting and energy efficiency analysis services.
Nate excels in delivering valued consultation, leading challenging and difficult projects, and using communication and problem-solving skills to facilitate coordination between technical teams and clients. Nate has an advanced understanding of building systems as gained through his due diligence consulting experience where he has advised commercial real instate investors, institutional investors, insurance companies, and capital market investors on the physical condition and operating performance of heating, ventilation, and air conditioning (HVAC), electrical, and pl u mbi n g systems. Phone: 91 4 -343- 47 00 /Email: nbenton@ partneresi.com Mike Bock, RRO, RRC, CCCA, LEED AP, Building Envelope, Roof/Façade/Pavement Assessment. Mr. Bock is the Managing Director of the Building Envelope Solutions team at Partner Engineering and Science, lnc. (Partner).
Our team provides a full range of rool exterior wall, waterproofing, and pavement consulting services across North America. Mr. Bock has over 20 years of experience in the engineering industry, including performing building envelope and roof testing and assessments. Mr. Bock is responsible for the overall quality and consistency of technical reports, which includes efforts in quality assurance, quality control, staff training, process and policy development and implementation, and managing client relationships. Mr. Bock's expertise includes the evaluation of existing roofing, waterproofing, and wall systems on commercial, industrial, and institutional buildings. These evaluations include locating sources of moisture infiltration, analysis of system conditions and system failures, as well as developing effective restoration solutions. His work includes the initial design of roofing and waterproofing systems, which incorporates drawings and specifications, peer review of roofing and waterproofing systems, and construction observations and field reporting. Phone: 913-908-5357 /Emailz [email protected] Pam Boyd, RCl, llBEC, Director of Roof Consulting. Pam is the Director of Roof Consulting at Partner Engineering and Science, lnc. (Partner) with 42 years of roof consulting experience. Pam provides Due Diligence, Condition Surveys, Construction lnspectíon and Roof Asset Management Program Services. Pam has inspected roofs in 43 states and has held a California State Roofing Contractor's license. As a liaison between property owners, asset and property managers and roof service providers, Pam has been able to bridge that gap and create a long-term program for the care and preservation of every building's roof assets. Pam has vast experience with all types of roofs and roofing systems. ln some instances, she has been able to observe roofs age through their entire life cycle. Pam is a charter member of the Roof Consultants lnstitute and is the first registered, woman roofing consultant in the United States. Pam shares her roofing experience through seminars, webinars as well as real-time, roof tours.
Phone: 925 -57 7 - 1 986/Email: pboyd @ pa rtneresi.com Keith Black, llBEC, Project Manager/Senior Assessor. Keith is responsible for the day-to-day management of the Southern California Roof Management Program, Due Diligence and Construction lnspections and is the liaison between the property owners, managers and field maintenance personnel. Keith has been able oversee the care and preservation of every building's roof assets. As a prior owner of roofing companies in both CA and AZ, general contracting and insulation company in CA, Keith has over 37 years of roof, insulation and general contracting related experience. Phone: /Email:
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Pezhman Rahimi, B.Sc. Eng MBA, Director of Engineering Operations, Renewable Energy - Renewable Resources. Mr. Pezhman Rahimi is the Director of Engineering Operations of the Renewable Energy Department at Partner. He oversees and manages all technical aspects of due diligence activities as well as design process of the solar projects. Mr. Rahimi has over 20 years of experience in engineering, construction, project, and contract management. He has worked on more than 800 megawatts of solar projects internationally in various stages of a project lifecycle ranging from initiation to construction and operations and maintenance.
Phone: 949 -7 49 -8038/Email: pra h i m i @ pa rtneresi.com Christy Kim, AlA, CASp, Principal, National Technical Director Accessibility. Ms. Kim serves as a National Technical Director of Accessibility for Partner, performing and overseeing various levels of Accessibility Consulting to a multitude of accessibility laws, codes, and standards (including Americans with Disabilities Act, Fair Housing Amendments Act, Section 504 of the Rehabilitation Act, and state and local building code requirements.) Ms. Kim has 21 years of experience in the architectural, engineering, and construction service industry. She has extensive knowledge in real estate due diligence for a variety of property types and the needs and requirements of varied number of reporting standards, including ASTM standards and customized client formats. Ms. Kim also has significant experience performing accessibility reviews based on standard requirements and requirements under the Construction-Related Accessibility Standards Compliance Act (CRASCA). Specifically, Ms. Kim has performed remediation design projects, feasibility studies, Property Condition Assessments (PCAs), small loan PCAs, construction progress monitoring, pre-construction plan reviews, Building Owners and Managers Association (BOMA) surveys, construction quality owner's representation, Americans with Disabilities Act (ADA).
Phone: 7 1 4 -317 -5069/Email: cki m @partneresi.com
Tony Liou, MBA, Environmental, Sustainability, and Governance. Tony Liou is co-founder and President of Partner Energy, an energy efficiency and engineering division that works with building owners and managers to identify, capitalize, and implement accretive energy efficiency, renewable energy, and sustainability projects. Tony has 20+ years of mechanical and environmental engineering experience; 20+ years of experience in real estate due diligence, and 10+ years in capital acquisitions. Mr. Liou oversees all division operations, sales, and technical execution of hundreds of energy audits, benchmarking studies, energy models, green certifications, and commissioning studies that are performed on both new construction and existing buildings each year. Mr. Liou is an expert in many of the capital programs that have pioneered "green lending" as well as in the compliance regulations, and tax and incentive programs that are the drivers of Partner's Energy business.
Phone: 3 1 0-765-7301 /Email: tliou @ptrenergy.com
Rob lntueld, PE, Director-HVAC/Plumbing System Design. Mr. lntveld is a Director at Pa¡tner Energy with more than 30 years of experience in heating, ventilation, and air conditioning (HVAC) and plumbing system design. He oversees and manages energy efficiency projects that help clients qualify for funding based on verified energy savings. Mr. lntveld focuses on the design and analysis of HVAC, mechanical, electrical, and plumbing (MEP), and renewable energy systems.
He leads ASHRAE energy audits, retro-commissioning projects, and cogeneration studies for clients at commercial properties nationwide. Mr. lntveld's technical guidance in data modeling and analysis lead to recommended measures that meet client criteria for return on business investment and reduce energy usage and costs. Rob supports commercial projects in both new construction and existing buildings: hospitals and health care facilities, educational institutions, central plants, production and warehouse facilities, office and retail properties, and enteftainment and sporting facilities.
Phone: 3 1 0-356-21 88/Email: rinWeld @ptrenergy.com
PHASE 3
Partner can provide design services for parts of the building, such as roof, façade, accessibility, solar, renewable energy, electric vehicle charging systems, or MEP, however, we do not provide overall building design or architectural plans. We can also provide the full spectrum of environmental remediation services. Staff for these services would overlap with the team for Phases 1 and 2. 101 PARTNEROO@O
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PHASES 4 AND 5
Owner's Representation, Design, ond Construction Team
Jennifer Wells, Senior Project Coordinator-Construction. Jennifer Wells serves as a Project Manager for the Owner's Representation division of Partner and has more than 15+ years of experience in construction consulting, architecture, and interior design industries, and 6+ years' experience with owner's representative and project management projects for public and private clients, involving commercial, multi-family, and industrial property types, including the U.S. Navy and Marine Corps, several large real estate firms, and banking institutions.
Phone: 949 - 647 -0695/Emai I : iwel I s @ pa rtn e re s i. corn Chris Cunningham, CCM, Managing Director-Construction. Mr. Cunningham is a Managing Director for Partner and has 25+ years of experience in the Construction, Engineering and Environmental industry, with 13 years of Owners Representative experience. He is responsible for project management, risk management, client and stakeholder communication, providing leadership for reporting staff, support and assistance in preparing proposals and general business development, ultimate QA/QC for all products produced by his team, assisting in overview of client assignments and staff workloads, and developing and executing business strategies to achieve team goals.
He still is also responsible for planning, execution and finalize projects according to deadlines and within budget.
He also manages multiple projects concurrently ensuring technical quality throughout the project's life cycle. Mr.
Cunningham provides expert analysis on Document and Cost Reviews, Contractor Evaluations, Construction Progress Monitoring, Pay Application Reviews (Funds Control), Cost to Completes, Project Status Reviews and Project Budget Reviews. Phone: 570-728-41}3/Email: ccunninçJhar-n,Opartneresi.conr Anthony Baerga, Project Specialist, Staff Assessor, Owner's Representative Seruices. Mr. Baerga serves as a Project Specialist for Parlner and has 8 years of experience in the consulting industry), providing on-site Surety support as well as performing Property Condition Assessments. He has experience with construction of timber buildings as well as installation of windows in high-rise towers.
Phone: 3 1 0-387-61 62 / Email: abaerga @ pa rtneresi.com Chris Link, Licensed Architect (CA-C32977), LEED AP, RRO. Mr. Link is a licensed architect and registered roof observer with 20 years of experience in the construction due diligence field with an emphasis on Owner's Representation (OR), Properly Condition Assessments (PCA), and Construction Monitoring (CM) services for a variety of client types. Mr. Link is currently assisting multiple teams with project management, client relations, and quality control for a variety of project types. ln just one year with Partner, Mr. Link has provided review and client support for close to 500 projects. Phone: 858-252-2358/Email: [email protected] Milos Gavrilovec, Technical Director. As Assistant Technical Director of Construction Services for Partner, Mr.
Gavrilovic is directly involved in developing and executing business strategies to achieve short and long-term goals within Partner construction-related services, including Construction Progress Monitoring (CPM), Document and Cost Reviews (DCR), Contractor Evaluations (CE) and Cost to Complete Reports (CTC). He has scheduled and managed all phases of commercial, residential, and institutional construction projects from preconstruction/design development phase to completion. Mr. Gavrilovic has 15 years of experience working in the commercial and retail industries with over 8 years monitoring design, construction progress and budgets through completion for clients such as Southern California Edison, 7-Eleven, McDonald's and Chase Banks. He also has extensive experience in constru ction docu mentation, specifications and project team coord i nation.
Phone: 7 1 4-415-5845/Email: mgavrilovec@paft neresi.com 111 PARTNEROO@O
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D. DESCRIPTION AND APPROACH
Partner understands that the City of Torrance is seeking experienced on-call design and construction administration services for any City-related projects and activities, including those approved in the City's Capital lmprovement Plan.
The on-call services that Partner can provide are those required during each of the phases listed below:
. Phase 1: Site Analysis and Assessment
. Phase 2: Preliminary Design
. Phase 3: Final Design / Bid Ready Documents
. Phase 4: Bidding / Construction
. Phase 5: Post Construction Phase
Our strategy is to provide a highly customized, multidisciplinary integrated project delivery, which will lay the foundation to provide a roadmap for the City's strategic planning initiatives and help set the standard for all City of Torrance real estate needs. Our focus is to provide OR/PM single point of contact relations for the City and to provide all the necessary coordination services to complete the immediate needs including Planning, Design, Construction and lnstallation. This customized approach is intended to provide the City with a solution that will meet the current needs including:
o Developing the governance and structure for the project. . Researching and visiting other recently built operations centers around the country with similar constraints (e.g., geography, weather, seismic, etc.) to gather intelligence on best practices. . Developing facility solution alternatives.
. Establishing criteria for the site and building functional priorities. ¡ ldentifying requirements that the City expects to be fulfilled in order for the project to meet the orga nizational objectives.
¡ Estimating the required resources, worktasks, milestones and schedulesforthe duration of the project.
OBJECTIVES
Partner is uniquely qualified to provide tailored solutions which fill service delivery gaps in all phases of the lnvestment Cycle. Our lntegrated Facility Solutions (lFS) group offers a full range of services including Owner's Representation, Risk Analysis, Resiliency Planning, Project Management, and Assessment Solutions.
Our goal is to "Fill in the Gaps" for all service delivery phases and to offer solutions for Stakeholders, Transition Teams, and Facility Maintenance Teams to help strengthen and position their real estate for its best utilization, productivity and value proposition. The IFS team will lead and support the City in determining where the "Pain Points" are and to provide solutions based on input from the City and their stakeholders. Our approach to each project is tailored to meet the specific needs of the City by establishing a baseline from which the rest of the lntegrated Project Delivery efforts will be built upon.
We believe we are one of a few select firms with the capability to carry out diverse real estate solutions with in- house staff and services. This means we will be able to work more efficiently and guarantee a level of consistency in both our communications with our clients, their selected professionals and across our deliverable products that is unparalleled.
Using our local network of experienced professionals and quality control program, Paftner will provide the City with a high-quality product delivered in a timely manner. We have assembled an industry leading team of professionals led by experienced architects and engineers with a very high degree of varying expertise. Our project approach includes Subject Matter Experts with a combined experience of over 40 years of solution, forensic and assessment services of nearly every facility and building type.
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Project Management Strategy and Focus on Client Service. Partner has procedures and tools in place to track projects, schedules, and deliverables. Our Project Management protocols involve personnel training, development, and communication procedures that are tracked through scheduling adherence, budget compliance, and project progress. Project costs are monitored by both the Project Manager and Program Manager who have the tools and resources at their disposal to ensure the project cost estimates are correct and delivered on time. Partner has a proven track record for completing work accurately, providing deliverables on time, and staying within budget.
Upon authorization, project costs are input into the financial management system by the Program Manager or Project Manager. All personnel time, subcontracted costs, and other direct costs are accrued to the project in real- time. Twice a month, billings accrued to the project are sent to the Project Manager to review for cost adherence to the budget. The Program Manager and Project Manager both have access to the financial management system for an on-demand check of the project budget. Partner uses the following methods to optimally manage projects and staffing assignments.
Approach to Health and Safety. The types of health and safety plans used on Partner' projects are the Site-specific Health and Safety Plan and the Corporate Health and Safety Plan. For sites covered by a site-specific health and safety plan, our employees and subcontractors must strictly follow the guidelines set forth in the site-specific plan.
All projects must adhere to Partner' Corporate Health and Safety Plan including, but not limited to, personal protective equipment, "tailgate meetings," and medical monitoring. For projects involving oversight of a client's subcontractor, Partner presents the Health and Safety Plans in a meeting with all project-related personnel present, including our client representatives, subcontractors, and our staff.
SCOPE
Our objective is to provide overall coordination of primarily Phases 1,2, 4, and 5. Partner can provide Phase 3 design services for parts of buildings, such as rool façade, accessibility, solar, renewable energy, electric vehicle charging systems, or MEP, however, we do not provide overall building design or architectural plans. We can also provide the full spectrum of environmental remediation services. Staff for these services would involve those on the team for Phases 1 and 2.
Our approach is to provide a Core Resource Team with a Designated Representative (SPOC) to ensure all phases are completed to the City's satisfaction. This Team will work with City Stakeholders to develop a strategic document which will identify the solution and timeline for the required deliverables as set forth in the RFQ services.
Our team also provides a wide array of services enabling us to provide in-house resource solutions for our clients.
We focus on providing consulting services by a team of in-house industry experts including architects, engineers and technical directors each with decades of experience specifically related to providing solutions for clients. This deep bench of professionals allows Partner to scale and quickly adapt with greater speed and understanding than firms who typically are not engaged to support the built environment.
Together, we will be dedicated to collaborating as a true team partner for the inevitable questions that may arise during this process. We will be available to answer questions and be your go-to resource for additional services if requested, such as asbestos surveys, roof asset management, MEP engineering, and specialized façade and building enclosure consulting. We truly appreciate this opportunity to demonstrate our knowledge, skills, and abilities to perform these services to the City.
Phase l: Site Analysis and Assessment:
/ Conduct a site assessrnent and prepare any relerrant reports for e,¡aluation.
The Scope of Work will be to perform a Facility Condition Assessment (FCA). The FCA will be performed in general conformance wiTh ASTM E2018 - 15, Stondard GuÌde for Property Condition Assessments: Baseline Property Condition Assessment Process. We propose to use one of our local, experienced generalist assessors, either an Architect or 131 PARTNEROO@O
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Engineer, with the intent to provide a thorough assessment of the subject property including capital cost projections.
Each building system will be evaluated based on condition, age, criticality, deficiencies, and remaining useful life of the systems. Our report will be delivered in DRAFT format initially, allowing Client review, comments, and feedback prior to finalizing the cost tables and report.
We prefer that a building engineer or maintenance staff member, familiar with this property and its history, accompany us during our initial walk-through of the buildings. During the site visit, visual observations will be made to note the general condition of the property and to locate obvious problems and visible defects in the materials and building systems. lf we have concerns about specific items, which may require additional investigation, we will notify you accordingly. Additionally, interviews with building staff and a review of Client provided documentation will be performed during the site assessment. Review of documentation will include, but not be limíted to, past and future capital improvement schedules, equipment replacement and equipment lists, ongoing equipment replacement proposals and costing, and as built or design drawings.
A brief description / condition of each of the systems listed below, along with observed deficiencies will be prepared for the baseline FCA:
Site / Civil: The purpose of the S¡te Civil portion of the assessment is to observe and report on the general condition of site infrastructure and improvements which include topography, storm water drainage, paving, curbing, parking, flatwork, landscaping, appurtenances, and utilities. The types of materials, general conditions, major concerns and our repair recommendations will be included in the Report. Site Civil drawings (if available) are requested for our reference in order to assist in understanding the systems which may affect the subject site.
Structural: The purpose of the Structural portion of the assessment is to determine the general structural systems used and their adequacy for the continued current use of the facility. We will identify the primary buildings and parking structures on the subject property and identify the basic type of structure (steel frame, wood frame, cast- in-place concrete, precast concrete, concrete block, etc.) for each. We will provide observations of the building substructure, including the foundation system (noting the presence of cellars, basements, or crawl spaces), building's superstructure or structural frame (floor framing system and roof framing system). We will perform a site walk- through to locate visible defects, which might suggest structural problems. The general soil conditions and local geology will be noted to provide opinion on potential problematic conditions in the area and obserued localized issues will be noted.
Building Envelope - Façade: The purpose of the Exterior Building Envelope portion of the assessment is to visually review and assess the type and condition of materials used in construction of the exterior building envelope. Our observations will include visual review of exterior wall systems, balconies, windows, exterior doors, exterior sealants and trim for overall integrity of the systems and their ability to resist moisture infiltration. Our observations will be made from the ground or roof as appropriate and as can be safely performed. No facade drops will be performed as part of the base proposal (these are typically for multi-story buildings above -8 stories in height).
Roofing: We will report on the in-place roofing system(s). We will visually assess its general condition based on site observations of the roofing membrane, flashing, penetrations and expansion joint details, and the general performance of the drainage system. No roof cores or testing will be conducted as part of the base FCA unless specifically agreed to. lf reasonably accessible, the underside of the deck and a sampling of attic spaces will also be observed to determine if there is evidence of infiltration leakage. Steep-slope roofs will not be walked. Access to low-slope roofs must be provided or othenruise arranged by Client, including OSHA-approved portable ladders, as needed. No destructive testing will be performed as part of the base FCA. Partner has local, in-house roofing specialists and a quote for a detailed roofing systems condition assessments can be requested. Partner also supports roofing design solutions and can support roof design, bid support and administration, and construction observation services. 141 ,' PARTNERO@€O
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Mechanical, Electrical, and Plumbing (MEP): The purpose of the MEP portion of the assessment is to observe available Mechanical, Electrical and Plumbing equipment to note the type of systems used, observe the systems' present operations, and to assess the general quality and condition of installation. Each building system will be evaluated based on condition, age, criticality, deficiencies, and remaining useful life of the systems. lf air conditioning and ventilation systems are shutdown or not operational at the time of the walk-through survey, we will provide an opinion of the condition to the extent observable. No testing will be performed by PARTNER. The services of a separate HVAC consultant are not included in this scope.
Life Safety/ Fire Protection Systems: The purpose of the Life Safety/Fire Prevention Systems Assessment will be to identify the systems that exist within the property including, fire hydrants, fire alarms, sprinkler systems, fire extinguishers, smoke detectors, emergency egress lighting, stain¡yell pressurization and signage. We will identify third party fire or security alarm monitoring firms under contract and will request the inspection history of these systems. Equipment will not be operated or tested by PARTNER as part of this project. We will attempt to verify if the current systems comply with current code by way of interview of the local authority having jurisdiction (a general review of the property type with the local authority). The services of a separate fire protection consultant are not included in this scope.
Conveying Systems: The purpose of the vertical transportation assessment is to identify the equipment type, quantity off equipment and systems, manufacturer, age, condition, controller types, cab finishes, operations and timings, capacity of the systems, verify safety testing and inventory and audit of compliance documentation and service contracts. Equipment will not be operated or tested by PARTNER as part of this project. (This is typically performed by a thi rd -party elevator service/mai ntenance contractor). lnterior Finishes: To capture interior finishes such as flooring, interior wall painting, and ceilings for capital lifecycle replacement.
Americans with Disabilities Act (ADA): Based on current use, the subject property appears to be a "public accommodation". Partner will perform limited visual assessments of the accessible route(s) from the parking areas to the main entrance and opine on common area restroom accessible features. Partner has ADA specialists and a quote for a detailed accessibility study can be requested.
Phase 2: Preliminary Design
/ Conduct a sLte onri ioclLity ossessment to provide reco¡nmendations for improvements with preiimi.nory const ru ct ion cast est ! nto tes.
Recommendations for improvements with preliminary opinions of cost for both Short-term/lmmediate and Long Term/Capital Expenditure cost schedules will be provided in the FCA report. Short-term/lmmediate costs will include a deficiency description, recommended remediation and associated cost for repair or replacement. This cost schedule will include items such as deferred maintenance, life safety, structural, ADA, or other critical needs that require remedy sooner than later, generally within 0-12 months.
Long Term Capital Reserve cost schedules will include a description of the building systems, age, remaining useful life and cost projections for replacement and maintenance (12-year term proposed,2025-2034).
Phase 3: Final Design / Bid Ready Documents
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Partner can provide design services for parts of the building, such as rool façade, accessibility, solar, renewable energy, electric vehicle charging systems, or MEP, however, we do not provide overall building design or architectural plans. We can also provide the full spectrum of environmental remediation services. Staff for these services would involve those on the team for Phases 1 and 2. ls l ,' PARTNEROO@O
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Phase 4: Bidding / Construction
'. Assisf the City with responses to nquiries from prospective bidders whiLe ensurinq the project is intplemented per the approved set of plans.
For Phase 4, Partner can assist the City with responding to prospective bidders and ensuring the project is implemented per the approved set of plans. Partner's Owner Representation Services generally include assisting and consulting with the Project Team on behalf of and as an authorized representative ol the Owner. All work that Partner pedorms and all work products that Partner creates shall be closely coordinated and authorized by the Owner. Partner will utilize industry professionals for the fulfillment of authorized work.
The following list of services are meant to be representative of the services the OR can provide. The OR will work with the Owner to provide services that are required by the Owner and othen¡vise beneficial to the successful progression, risk management, contingency planning, and conclusion to the project. lt is anticipated that the OR will be asked to produce reports and participate in conference calls on a weekly basis with the Owner and other stakeholders to accurately convey the state ofthe project.
Phase I - Pre-construction
. Review existing project documentation and plans to completely familiarize with project. Create electronic project folders and organize information accordingly.
. Evaluate preliminary scope and schedule developed by Design Team. Draft and issue bid package and issue to select general contractors.
o Manage Design Team responses to requests for information (RFl), and response times or respond to RFI's directly as appropriate.
. Organize and participate in initial bid walk and perform a preliminary site visit to observe and document typical current site conditions and to identify potential issues. . Conduct bid review, bid leveling, and provide recommendations. . Oversee activities and report issues related to time and budget to Owner as issues may arise. o Assist with pricing negotiations on behalf of the owner. . Review final contract between the owner and General Contractor and provide recommendations.
Phase ll - Construction
. Organize and attend initial kick-off meeting with General Contractot sub-contractors, and architect/design team.
¡ Review existing project documentation, contracts, and plans to completely familiarize with project. Create electronic project folders and organize information accordingly. ¡ Participate in One (1) project conference call per week with Client and Design Team as necessary. ¡ Dedicated Field Engineer will conduct weekly site visits (up to 2 to 3 per week or as needed) to attend the OAC meeting, to observe site work progress and verify substantial compliance with code and readily available approved construction documents. As the project progresses, the number of site visits will fluctuate as the need varies.
. Field Engineer and/or Project Manager will draft weekly written progress reports inclusive of 15-20 site visit photos, including any safety and compliance issues observed or reported on. r Assist with and Review project submittals, RFls, and daily field repofts for any indication of potential delays or impacts to the contract value. Ensure the GC or Architect is maintaining approprìate logs, including inspections. Review of project submittals, ASls, RFls, and field daily reports, etc. will not constitute an evaluation of the document's accuracy.
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. Monitor budget to verify project remains within the financial constraints of each phase, and promptly notify Owner of upcoming or anticipated change orders/significant cost overruns. Assist with Value engineering as needed throughout project.
o Assist GC with direction on required documentation and Review Payment Applications (G702/G703), purchase orders, and lien waivers submitted by the Contractor monthly or as available and determine whether the amount requested reflects the progress of the Contractor's work. Pay app review within 2 business days of submission, assuming a complete package is provided. . Review any Potential Change Orders (PCO) and Change Orders (CO) submitted by the Contractor and provide recommendations. Maintain PCO and CO logs.
. Assist in developing and review of project timeline, critical paths, and schedule updates to ensure milestones are achieved and project remains within scope. Review interval will adhere to contract documentation timeline.
o Provide oversight of the GC with system commissioning and construction hand-over, final AHJ inspections, certificate of occupancy, and warranty documentation.
. Provide oversight of the Architect for the punch list work associated with the property's interior and exterior areas.
o Assist in creating, Organize and Maintain close-out log with copies of each document provided by the GC and / or Su bcontractors.
¡ Communicate directly with GC upon behalf of ownership, including responses in writing to trigger events.
Phase 5: Post Construction Phase
;È DeLiver o finol completed project to the City that compli,es with olL opplicable codes, stondords, ond requ irements per City reguLatlons.
Once Partner is informed by the Phase 3 contractor that their services are completed, Partner will review the project site and either identify areas for additional work to attain compliance with City regulations and directly communicate this to the contractor, or if no deficiencies are found, provide a report that details compliance with all applicable codes, standards, and requirements per City regulations.
SIM ILAR PROJECTS/REFERENCES
The following are summaries of multidisciplinary project management services provided by team members for our three client references along with recent example OR/PA projects.
Project Name and Location: Owner's Rep/Construction Management of Rutgers Student Living Community, NJ Client: CDG Management Services, LLC
Description: Performed Owner's Rep-Construction Management Services for Rutgers Student Living Community at 78 Easton Ave, New Brunswick, NJ (12/2020).
Role of Each Team Member Who Worked on the Project Chris Cunningham acted at Owner's Rep focusing on Quality Assurance and Schedule
Approximate Dates of Service: 7 /2019 to 12/2020
Project References: CDG Management Services, LLC
Contact 1 (Name/Phone): Tim VanMatre/3'1 4-488-4477
Contact 2 (Name/Phone): Jeremy Maddox/ 314-721-5559
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Project Name and Locatlon (1): State of North Carolina - Comprehensive Facility Assessment - 4 State Buildings Client: CBRE: Public lnstitution & Education Solutions
Role of Firm and Description of Seruices Provided: ldentify Deferred Maintenance, 10-year Capital Spending Plan and Planning for Real Estate Consolidation.
Role of Each Team Member Who Worked on the Project: Michael LaFalce, Project Manager; Nate Benton, Technical Lead-MEP.
Approximate Dates of Service: 2022- 2023
Project Name and Location (2): Tennessee Valley Authority, Comprehensive Facility Assessment, 100 Buildings in 4 States, ïennessee
Role of Firm and Description of Services Provided: ldentify deferred maintenance, 1O-year Capital Spending Plan and Planning for Real Estate Consolidation.
Role of Each Team Member Who Worked on the Project: Michael LaFalce, Project Manager; Nate Benton, Technical Lead-MEP.
Approximate Dates of Service: 2022-2023
Project References: CBRE Public lnstitution and Education Solutions Contact 1 (Name/Phone): Michael B. McShea, Executive Vice President/Phone: 202-585-5775; mich ael.mcshea @cbre.com
Contact 2 (Name/Phone): Lee Ann Korst, Senior Vice President, Southeast Regional Manager, CBRE I Public lnstitutions and Education Solutions; C +1 850 251 9319/leeann.korst@cbr Project Name: Homewood Suites-Thornton, CO / G2 Motorsports - Anna, TX / The View Restaurant, Atlanta, GA.
Client: Lincoln Capital
Role of Firm and Description of Seruices Provided: Full Owners representation, including pre-construction services through Scope creation, bidding, leveling and award, and complete project oversight through construction to project turnover and certificate of occupancy.
Role of Team Members Who Worked on Project: Cal Schreiner, Senior Project Manager; Kurt Angermeier, Senior PM;Jeremy Garrett, Senior PM; Robert Rafanelli, Senior Director.
Approximate Dates of Service: August 2023 to Present
Project Reference: Lincoln Capital
Contact 1: James E. Robertson, Founder & Chief Risk Officer, Lincoln Capital/Phon e: (214) 764-0095; Mobile: (972) 849-5370
Contact 2:Brad Crawford, COO, Phone:817-456-8300, Email:[email protected] 181 PARTNERO@@O
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OTHER PROJECT EXAMPLES
Project Name and Location: Comprehensive Facility Assessment, Space Planning, and Consolidation, Marion County, Florida
Client Marion County, Florida
Role of Firm and Description of Services Provided: ldentify Deferred Maintenance for 15 buildings; identify current space planning and utilization; and provide Feasibility Study for New Consolidated Facility vs. Remain in Place.
Project Name and Location: State of North Carolina Department of Adult Corrections Client: CGL Companies
Role of Firm and Description of Services Provided: ldentify Deferred Maintenance for 52 Prison Facilities, collect equipment data and provide metrics for consolidation and 2-year required Capital Planning Project Name and Location: Multidisciplinary Services for Nationwide Portfolio Client Pontegadea USA
Description: Pontegadea USA is a nationwide real estate investment firm. Since Partner began working with Pontegadea in Spring 2022, we have performed on nearly 300 projects for such high-profile assets affiliated with Amazon, Wal-Mart, FedEx, Home Depot, TJX (which includes TJ Maxx, Marshalls, and HomeGoods, amongst other holdings), and Starbucks. For their facilities, we have performed comprehensive asset management that includes property condition assessments and reports (PCA/R), facility condition assessments (FCAs), geotechnical services, building envelope, structural, civil infrastructure, leasing, MEP, and roof evaluations, as well as capital planning, elevator consulting, zoning reports, ADA surveys, probable maximum loss evaluations, and Phase I Environmental Site Assessments.
Project Name and Location: Owner's Rep/Construction Management of Window Replacements, CA Client: Mercy Housing, CA
Description: Performed Owner's Rep-Construction Management Services for Window Replacements at 1801 W Ca pitol Avenue (06 /2021).
Additional details and references available upon request. lel PARTNERÛO@O
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E. COST PROPOSAL
Partner is fully committed to the timely and successful delivery of all project deliverables to the City. We pride ourselves on providing highly responsive, quality customer service to all clients through the dedication of our entire Project Team. Our approach to our practice is one of communication, technical excellence, and problem solving, and we invest heavily, ensuring our clients receive the best quality product and service.
Please Note: ln the event that a project request includes staff in labor categories subject to prevailing wage requirements, Partner will provide a proposal with fees specifically for those roles at that time.
Item No. Proposed Staff/Tltle Hourly Rate
1 Principal $300
$2so2 Senior Architect/En gi neer
$2003 MEP Engineer
4 Project Manager $200
$2005 Registered Building Envelope Consultant
$2006 Registered Roof Consultant
7 Registered Waterproofing Consultant $200
8 Registered Exterior Wall Consultant $200
$2009 Certified EIFS lnspector
$20010 Roof Technician
11 Field Technician $zoo
12 Clerical/Ad mi nistrative staff $1 00
$1 7013 Drafter
14 Other: $2oo
Schedule of Fees (Rate Schedule)
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F. RESUME, RELEVANT PROJECTS/SERVICES WITH REFERENCES
Resumes are provided on the following pages. Personal references for staff are available upon request. 21 l;-'ir,,. PARTNER@@@O
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PARTNER
Robert J Rafanelli
Senior Director of Construction
Education
Unlversity of Marylond CoLlege Pork
Bachelor of Arts (BA) Criminology
Related Course Work and Activities:
. Architecture
. Construction Management
. Study of Human Behavior
. Research Methods - Statistics
¡ Communication & Crisis
. Peer Counselling
¡ Human Resource Management
Registrations
Master Project Manager Certification - AAPM
Certified lnternational Project Manager - AAPM
Project Management Certification - Kepner Tregoe
Training
Bluebeam: Digital Construction Drawings
Scrum Master, Certification, Advanced and Base
Construction Management: Lean Constructíon
PlanGrid: Digital Construction Drawings
PlanGrid: Managing Construction Activities
Project Management: Preventing Scope Creep
Construction Change Orders
Designing Healthy Work Environments
Glass & Energy
Window Films
Effective Acoustics
Zinc Roofs & Walls
Concrete, Stain & Rebar
lmpermeable Concrete
Wind and Seismic Design
Risk Management
Sustainable HVAC Design
MEP 101
ProCore Project Management
Architectural Coating Systems
Highlights
30+ of experience in the Construction Project Management, Project Management, and risk management fields for Commercial, lndustrial, Retail, Hospitality, Religious and Residential. 12 years of experience in lndustrial distribution centers & material handling 10 years of experience as an Owner or Owners representative 9 years of experience in the Retail & Hospitality sector 5 1/2 years of experience on the Architecture side
4 years of experience on the General Contractors side
Experience Summary
Mr. Rafanelli is the Senior Director of Construction in the lntegrated Facilities Services division for Partner Engineering and Science, lnc. (Partner) and his responsibilities include Strategic Planning, Project Management, Budget Control, Resource Allocation, Team Leadership, Risk Management, and Client and Stakeholder Communication. He offers specialized expertise in several critical areas, including Document illi)f) .1 13.,1911 .,r,.v: ¡r. PÀ P. f ll f !ì.i-,i;1..ìr--rrr 257
Robert J Rafanelli
and Cost Review, Contractor Evaluation, Code Compliance lnspection, Construction Progress Monitoring, Pay Application Review (Funds Control), Cost to Complete, Pre-Construction Document & Cost Analysis, and Budget Reviews. Mr. Rafanelli boasts a comprehensive background in construction management, with a particular emphasis on Quality Assurance and Quality Control (QAQC). His expertise provides clients with the confidence that the project's successful execution is guaranteed through meticulous analysis, combining on-site observation and thorough contract document reviews.
Mr. Rafanelli is a results-oriented, certified Senior Director of Construction with a wealth of experience in steering intricate projects across a diverse range of sectors, including commercial, industrial, retail, mixed- use, hospitality, and residential developments of various scales. He is a proficient strategist, adept at translating concepts into practical solutions. With a proven track record in construction plan development and operations management, Mr. Rafanelli excels in client coordination, contract administration, simultaneous oversight of multiple projects and schedules, design coordination, and the facilitation of construction processes. He exhibits robust leadership qualities and a keen sense of risk assessment in effectively managing contractors, sub-contractors, engineers, architects, and owner vendors. His focus remains unwavering on quality, continuous productivity, and safety compliance, all while maintaining a steadfast eye on the bottom line.
As the Senior Director of Construction, Mr. Rafanelli has extensive knowledge and experience in numerous areas related to the construction and management fields including:
. Project Planning/Execution
. Negotiation,Persuasion
. Team Building and Leadership
. Multi-Site, Multi-ProjectOperations
. QA/QC - Quality Control
o Skilled Liaison to Clients, Engineers, Architects, and Government Officials . Problem Solving and Conflict Resolution
. Funds Control
¡ RelationshipManagement
. Training & Development
o OrganizationalDevelopment
. Budget Management
. Vendor Management
¡ Contract and Lease Negotiation
. OutstandingCommunicationSkills
o Due-Diligence
Project Experience
Owners Representative & Construction Administration
Zora, Multiple Locotions throughout the US - lnvolvement extended to serving as the owner's representative for the construction of this international fashion store, encompassing new builds in diverse U.S. locations spanning from San Francisco, CA to New York, NY, including some of the nation's most challenging construction areas. Oversight encompassed various critical project components, such as facilitating negotiations concerning Landlord lease work letters, initial project cost estimation, comprehensive PARm{ER
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Robert J Rafanelli
architectural drawing and plan review, meticulous scrutiny of drawing coordination, managing the intricate process of general contractor bidding, and thorough compilation of bid tabulations. Throughout these projects, an unwavering commitment to guiding the general contractor from contract award through to project completion was maintained. This support was realized through a structured regimen of weekly project calls, on-site inspections, rigorous examination of shop drawings, and the seamless coordination of owner-supplied materials and adherence to project schedules.
Chick-fit-a, MuttipLe locotions East Coost Region &. Conoda - Steered the construction administration for the most rapidly expanding restaurant chain segment in the nation, encompassing diverse tasks such as managing Requests for lnformation (RFls), Submittals, Payment Applications (Pay Apps), Owner-Architect- Contractor (OAC) conference calls, and finalizing close-out documentation for the entirety of their new builds both in Canada and their East Coast region. These locations varied from ground-up new constructions to interior Tenant lmprovements (Tl) situated within shopping centers and malls.
ConfidentÌat, Santo Borbara, CA - Oversaw a substantial project spanning 351,000 square feet, comprising four floors, and entailing comprehensive exterior and interior renovations for an undisclosed mixed-use client. The scope of the project involved a full-scale interior demolition and subsequent redesign, in addition to overseeing the construction of a parking garage, exterior parking lot, landscaping, and exterior shell work. Responsibilities included the management of owner representation and construction administration for this core and shell project.
Owner
Steve Modden, Multiple Locations throughout the US - From Flagship stores located on the West and East coasts, to individual retail outlets strategically positioned in malls and city streets, as well as innovative "storewithin a store" concepts. Managed the entire process, which entailed overseeing all aspects, starting from the initial real estate selection and continuing through to the successful grand openings, for the foremost leader in junior shoe and apparel retail during its most active and extensive period of expansion.
Contractor & Consultant
Noritex, 5.A., Camaro de Cornerclo Colon, Punomo - Supervised the development of a 300,000 square foot office and warehouse distribution facility within the Colon Free Zone in Panama. This ground-up international construction project entailed comprehensive consultation, covering every facet of the structure and its interior. lt also involved a unique undertaking, which included contributing to the reclamation of land in the adjacent Limon Bay. The role encompassed the management of material handling system design and installation, flow design, guidance on order picker systems, and logistic design. Notably, this innovative warehouse design marked a pioneering endeavor within the "free zone" domain, representing the first of its kind.
E! Dorado Furnlture, Miami, FL - Oversaw the development of a 500,000 square foot headquarters and warehouse distribution center through a ground-up new construction initiative. The extensive project encompassed comprehensive consultation, which spanned the entire warehouse design, including aspects such as concrete and re-bar construction, tilt slab implementation, lighting design, loading docks, parking lots, and showroom layout. Additionally, responsibilities included the management of material handling system design and installation, flow design optimization, guidance on order picker systems, and strategic logistic planning to ensure the seamless operation of the facility.
L.JPS, San Froncisco, CA - Organized the comprehensive design and installation of parcel and post material handling systems across a 350,000-square-foot distribution hub for UPS. To ensure uninterrupted customer operations throughout the project, the construction was executed in carefully planned phases. A notable PAR/ruER
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Robert J Rafanelli
feature of this undertaking was the installation of a substantial mezzanine that extended over the entire delivery truck loading area, enhancing the hub's operational efficiency.
Affiliations
Project Management lnstitute / PMI
Expert Consultant - GLG lnc., Coleman Consulting, & Guidepoint Global, LLC.
Georgia Tech Mentor for the Architecture and Building Sciences Graduate Students Speaking
Cor¡strt¡ct[on Prolect 14anaqertent ond Ct.tnstructio¡t AilntLrt¡strotion, Gertsler Lecture Seru:s, Aflu¡lta, GA - Featured annual lecturer regarding the complexities, descriptions and distinctions between Construction Project Management and Construction Administration.
Construttion Chonge Orrlers, Gensl.er Edur-ation Serie.s, Atlattttt. GA - Participated as a featured speaker, contributing insights and expertise on the complexities and nuances surrounding construction change orders. Engaged in open panel discussions that delved into various facets, including the reasons behind the occurrence of change orders, strategies for deciphering specific contractual language, and key considerations aimed at safeguarding clients from unwarranted additional expenses.
Publications
Stev'e i\tladden Retutl Fktqship, Dlsploy '3t Des[gn ldeos, ]002 - Featured as the front cover and the subject of a prominent article, the Steve Madden flagship store on 34th street in Manhattan took center stage. The article, showcased in DDI Magazine, provided an insightful perspective on the design, construction, and grand opening of this significant retail establishment. DDI Magazine, known for its commitment to offering innovative solutions for retailers and designers to craft compelling and effective store environments, focuses on a spectrum of elements including store design, visual merchandising, architecture, marketing, and branding. The publication boasts a readership of highly qualified, in-house retail and contract design professionals.
ln addition to this recognition, the project secured the esteemed Best Booth Design Award at the WSA Shoe Show in Las Vegas, NV, on two separate occasions. The WSA Americas trade show, held annually, features a premier collection of global footwear brands and talent, spanning from high-fashion to fast-fashion. The event serves as a convergence point for senior executives, cultural influencers, and global brand representatives, offering a unique platform to engage with iconic European culture.
Contact
ira ia n el l i igr p¿ rtn ere:, i. corn
PARTNER
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PARTNER
Jenny Redlin, REPA
Principal
Education
B.S. in Biological Sciences, University of California Santa Barbara, Distinction in Major Registrations
National Registry of Environmental Professionals: Registered Environmental Property Assessor (REPA) Training
OSHA 40-Hour Health and Safety Training
Highlights
20 years in the environmental and engineering consulting industry Founding member of Parlner Engineering and Science, lnc.
Executive Board Member of Partner Engineering and Science, lnc.
Experience Summary
Ms. Redlin brings unique expertise and experience as an almost Z}-year environmental and engineering consulting industry veteran.
With her strong environmental science background and a deep understanding of the commercial real estate business process, Ms. Redlin has become the leading expert in all things relating to commercial real estate due diligence. She has gained valuable knowledge and know-how from having been personally involved in the details of thousands of real estate transactions for various client types. She understands the specific needs and scopes of work required for all parties involved in a transaction. Ms. Redlin's due diligence resume includes advising lenders and real estate investors on a wide gamut of due diligence. This knowledge allows her to offer the most efficient and cost-effective solutions for a wide array of commercial real estate transactions.
Ms. Redlin has extensive experience managing all aspects of due diligence for nationwide and local clients.
Real estate investors, redevelopment agencies, financial institutions, insurance lenders, and real estate equity funds have come to rely on her advice and judgment to help them with their real estate business decisions. Ms. Redlin is a dedicated professional who takes pride and pleasure in meeting her client's needs and spearheading and assembling the team with the expertise to handle any issue that may arise during the transaction.
Outside of providing her clients with support on their transactions, Ms. Redlin is a respected and relied upon industry thought leader. She regularly provides insight by contributing to respected industry publications and speaks at industry events.
As an executive board member at Partner, Ms. Redlin is responsible for helping to shape the direction of Partner. Through her leadership contributions, Partner has achieved substantial growth even in the downturn of the commercial real estate market. Average annual growth has been roughly 20%o over recent years stemming from exponential growth in the company's early years. Ms. Redlin has grown her book of íflr.r¡J) i I ::1. 4,J I,i ;,¡.,,'¡¡ û,ót í ¡¡ .ilz,.;i , r,1-ìr 261
Jenny Redlin, REPA
business at Partner by more than 10% annually, As an executive, she mentors Partner's sales team and operation managers. Additionally, Ms. Redlin works diligently to develop her team into future leaders and provide them with a path for growth. Colleagues look at Ms. Redlin's high-functioning team as a model for their own.
Project Experience
Ms. Redlin has extensive experience in testing soil, soil gas, and groundwater in the context of a real estate transaction and under the supervision of state and federal regulators. Among her specialties is guiding landowners and prospective purchasers through the process of selling or acquiring an environmentally challenged site.
Ms. Redlin has participated in the characterization of groundwater and soil contamination; quarterly groundwater monitoring; implementation of various systems such as soil vapor extraction systems, dual phase extraction systems, ozone sparging, air sparging, pump and treat; and soil excavation projects such as tank removals at several clean-up sites in Los Angeles and Orange County.
Ms. Redlin also has extensive experience in environmental compliance monitoring and biological consulting.
She has extensive experience working as an independent contractor for and in conjunction with state and local agencies such as Santa Barbara County Parks, California Department of Fish and Game, California Public Utilities Commission, Los Angeles Water and Sanitation, and others. This included monitoring construction activities near sensitive biological receptors; containing, quantifying, and reporting any hazardous material spills that occurred; working with construction crews to ensure compliance with environmental permit regulations-additionally reporting to interested parties on the progress and compliance of the project.
Distinctions
Real Estate Forum- Woman of lnfluence 2012
Ms. Redlin was named by the Los Angeles Business Journal for Women Making a Difference in 2010.
Ms. Redlin was designated a 2009 California Morlgage Bankers Association (CMBA) Future Leader.
Ms. Redlin was named Real Estate Southern California Woman of lnfluence in 2008 for her role in the area's commercial real estate transactions.
Ms. Redlin was one of only two consultants asked to sit on the Risk Managers Association (RMA) Credit Committee roundtable, which discussed the effects of the new Federal All Appropriate lnquiries (AAl) standard on Phase I Environmental Site Assessments.
Ms. Redlin received an lndustry Profile of Distinction in Brownfield Renewal.
Affiliations
Member, Environmental Bankers Association
Member, Mortgage Banker's Association
Member, All Star Group, lncome Property Lending
Member, lnternational Council of Shopping Centers
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Jenny Redlin, REPA
Speaking
lncome Property Lending Conferences- Regular Presenter
Southern California Chief Appraiser Meetings- Regular Presenter Environmental Bankers Association- Regular Presenter
Due Diligence 101 Webinar
Getting in Front of Due Diligence lssues Webinar
Bisnow Conference Series Moderator
GlobeStreet Thoug ht Leader
Connect Apartments Conference - Speaker on Fannie, Freddie Crittenden Conference - Speaker on Economics of Environmental Risk First annual CLIC Conference Presenter
CLIC Conference - Annual Speaker
Check Out California Podcast
Publications
Amid Coronavirus Crisis, Hoteliers Find a Window for Renovation, Globest 2020 What to Do lf Your Phase I ESA Has Environmental Concerns: Alternative Approaches, GlobeSt 2079 Factoring Risk and Business Objectives to Maximize Your Opportunity Zone lnvestments, Connect 2019 Remedial Cost Estimates as a Critical Component of Securing CMBS Loans, CRE Finance World 2019 The Sale 8¿ Purchase of Non-Residential Properties
Top Three Due Diligence Considerations for 2019:WhatYou Need to Know, GIobeSt 2018 An Analysis of Tiered Environmental Due Diligence, CRE Finance World 2018 Parking Development Quote in National Real Estate lnvestor, NREI 2018 Update on the new Phase I ESA Standard (ASTM 81527-13)
Distress in the Wall: Troubled Assets and What to Do With Them (Part 2), GlobeSt 2017 Distress in the Wall: Troubled Assets and What to Do With Them (Part 1), GIobeSt 2017 AB 1 103: What Does lt Mean for the lndustry, GlobeSt 2014 Lender Due Diligence Requirements Not Easing Yet, Commerciol Property Executíve 2013 Update on the New Phase I Environmental Standard ASTM E1527-13, GIobeSt 2013 I Have a Low-Risk Site; Why Do a Phase 1 Environmental Site Assessment? , GlobeSt 2012 The Phase 1's Ugly Stepsister - The Phase 2 Subsurface lnvestigation , GIobeSt 2012 Life After The Phase 1 Environmenlal, GIobeSt 2012
Due Diligence at Foreclosure: What Do Lenders Need to Consider?, GIobeSt 2011 Do I Really Need A Phase 1 Environmental Site Assessment?, GIobeSt' 2011 Life After The Phase 1 Environmental, GlobeSt, 2011
Post-Recession: A New Phase For Environmental Assessments?, GIobeSt 201 1 Granite Distributor Sponsors Radon Granite Testing Project, Stone World, December 2008 Contact
[email protected]
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PAffiNER
Gary Cohn, AIA
Director of lnstitutional A&E Services
Education
California State Polytechnic University-Pomona; Bachelor of Architecture - BArch, Architecture University of California, Los Angeles - Certificate Construction Law & Real Estate Finance Credentials
Licensed Architect
Registered Disaster Service Worker - California Office of Emergency Services 70283 Experience Summary
Gary Cohn is Partner Engineering and Science, lnc.'s Director of lnstitutional A&E Services. With almost 40 years of experience in the commercial real estate industry, Gary brings a wealth of experience and expertise to all projects. An experienced executive, Gary has a demonstrated history of working successfully in the design and construction industry. He is a strong technical professional with extensive experience in owner's representation, capital planning, building assessment, and property resilience.
Cohn has advised on high profile projects throughout the country, such as:
The Forum, Los Angeles, CÁ - Cohn led the team performing the detailed evaluation of the former home of the Los Angeles Lakers for the Madison Square Garden corporation prior to their purchase and conversion of the facility into the largest all music venue in the United States. The evaluation included cataloguing over $1 mil in memorabilia.
Century Park, CA - a multi-million square foot development. Cohn was hired to perform an acquisition property condition assessment.
PetSmort Headquarters, Phoenix, ,42 - Cohn served as owner representative during development.
The Queen Mary, Long Beoch, CA - Served as architect of record for disability upgrades and repair work on the only classic ocean liner still in use and occupied as a hotel in the United States.
Technical College System of Georgio, Stotewide, G,4 - Cohn organized and led the Facility Condition Assessments of 500+ buildings and '12 million square feet of floor area on an extremely tight and inflexible time schedule.
Copitol Records building, Hollywood, CA - Performed a review of the historic building geared towards energy conservation and code compliance upgrades needed to keep the facility functional and effíciently operating.
LAX Control Tower, Los Angeles, CA - Led a condition assessment of the historic tower to assist Los Angeles World Airport (LAWA) in developing long term consolidation plans for staff relocation.
Post-eorthquoke evaLuotions, 1989 Loma Prieto, 1994 Northridge, and 2001 NisquaLly eorthquakes -Cohn per{ormed emergency building evaluations to assist clients in restoring structures to re-occupancy and normal operation.
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Gary Cohen, AIA
As a design and building enthusiast, Cohn is a frequent author on a wide range of topics.
Contact
[email protected]
PARÏilER
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PARTNER
Michael V. LaFalce Jr., R.A.
Managing Director
Education
Bachelor of Science in Architecture, New York lnstitute of Technology - 1994 Associates in Applies Sciences - Architectural Technologies, Dutchess Community College - 1991 Registrations
New York State Registered Architect
Training
Harvard ManageMentor - Manager Training Program - 2017
Certification - Mold Assessment and Remediation in Buildings (Certificate with The Environmental lnstitute) Certification - 2012 Wood Destroying Organisms; US lnspect Certification - 2014 Masonry Wall Construction, Analysis, Design and lnspection Highlights
Michael brings over 28 years of combined experience in architecture, design, management, investigation, peer review, detailing and monitoring the construction, operations and assessment of multiple large-scale projects, facilities and clients.
Experience Summary
Michael's current role as Managing Director includes the management of Subject Matter Experts with varying degrees of expertise, each with the goal to "Fill in the Gaps" for all service delivery phases, and to offer solutions for investors and occupiers to help strengthen and position their real estate for its best productivity and value proposition.
Michael has over 10 years of experience providing consultative solutions for the real estate and due diligence occupier/owner markets. Michael brings over 25 years of combined experience in architecture, design, management, investigation, peer review, detailing and monitoring the construction, operations and assessment of multiple large-scale projects, facilities, and clients. Michael has been instrumental in providing strategic solutions for over 1.5 billion square feet of diverse assets including Office, Distribution, Logistics, Hospitality, Medical, Manufacturing, Assisted Living, Retail and Multi-Family uses, and has served industry-leading clients and municipalities including Amazon, Google, Santander, Ford, Fiat/Chrysleç NYS OGS, Emmet County, City of Mobile, Marion County, and the City of Santa Cruz.
Project Experience
Michael has performed and managed over 1,000 Condition Assessment and Solutions. Example projects are provided below.
Stote of North CaroLina Strategic Facility Master PIon Update - RoLeigh, North Corolino - 2022 - Partner provided strategic assessments of four state owned buildings in collaboration with CBRE who has an ongoing relationship with the State of NC. The primary objective of the Facility Master Plan is to identify and evaluate opportunities to cost-effectively reduce occupancy costs for a portfolio of State-owned office facilities including consolidation through employee relocations, and the subsequent sale or lease of excess i:Jll{,}I .! | .J .1 .i Ì ì '.'r, rr,.,.' t) ¿\ :ìTùl ãtì :_'si. c :.¡¡¡ r 266
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property. The focus of the assessments was to update their existing Master Plan and to provide CBRE strategic data to aide in the Master Plan Update. The report data will be used better understand the current condition of the facilities, the deferred maintenance and long-term costs needed to sustain the current building operations. Additionally, the reports will be used to provide leverage for the State of North Carolina to conduct consolidation and utilization efforts for the buildings and to aide in long term planning.
The four buildings totaled over 770,00 gross square feet.
Strotegic Plonning Study - Morion County, Florida - 2021 - The County was looking for the proper planning techniques to assess the feasibility of building a single government complex by consolidating several of their occupied properties. Partner worked with Marion County to provide a Phased Strategic Planning Study.
The specific Scope of Work was to: provide a high-level Rough Order of Magnitude (ROM) assessment of 15 County-owned facilities; To identify ROM deferred maintenance and long-term capital planning items and to provide costing based on observed and building use of typical items within each property;To provide metrics and recommendations for the identified items above and to Condition lndex each facility based on the Estimated Replacement Value.
Multi-Scope Acquisition - County of Santo Cruz, California - 202 / - The County of Santa Cruz engaged Partner to conduct a Facility Condition Assessment for an Acquisition of a Multi-Tenant lndustrial Building consisting of 121,491 SF, set on 8.27 acres. The project included an inhouse, multi assessor team including MEP assessment, thermographic roof scan and assessment, fire and life safety, accessibility assessment, and seismic evaluation. The report included deficiency costs and photos, a capital planning schedule for the next 30 years, and results of municipal research, along with recommendations for servicing and regular maintenance with associated costs as part of the Capital Plan, along with generator capacity and maintenance. Short-term/immediate and long-term/capital expenditure cost schedules were provided, including descriptions of deficiencies, recommended remediation and cost for repair/replacement and cost schedules including a description of the buitding systems, age, remainíng useful life and cost projects for replacement and maintenance. Once the acquisition was complete the County would be a landlord and a tenant within the building.
Condition Analysis and Feasibility Study - County of Santo Cruz, California - 2021 - The County contracted with Partner to conduct a Feasibility Study and Condition Analysis for the County Animal Shelter JPA. The scope of work included a multiple phase project including a Condition Assessment of an existing Veterinary Facility, condition indexing of the facility as it relates to replacement value and deferred maintenance and the feasibility of completing a new facility. We also provided rough order of magnitude cost estimating and programmatic development of a new facility for comparisons.
Librory Portfolio Pilot - County of Sonta Cruz, Colifornio - 202 / - The County Library contracted with Partner to complete a Capital Reserve Study. An initial Pilot was performed for the Capitola Library to ensure the deliverable is in general conformance with the scope intent. Once the project is complete, the remaining sites will then be assessed in phases as per the County's schedule and as the renovation or re-construction projects at each site is completed.
Comprehensive Facility Condition Assessment, Emmett County, Michigon - 2021 - County leadership contracted with Partner to complete a Comprehensive Facility Condition Assessments for a county-owned medical facility to understand the general condition of all buildings and components. The goal of this assessment is to provide the County with a roadmap for current immediate facility needs, a capital planning program for future expenditures and preventative maintenance best practices, and a guideline for soliciting
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Michael V. LaFalce Jr., R.A.
and appropriating funds for anticipated future needs. We worked dírectly with the County and provided multiple Senior Assessors, Generalists and MEP specialists to document current facility conditions.
City of MobiLe Comprehensive PLon - Assef lnventory, Strotegic PlannLng ond Redevelopment Advisory - Michael provided the management and implementation of strategic assessment and condition indexing of 236 buildings including office, fire, police, distribution, waterfront, convention, and museums located on 126 municipal owned properties located throughout Mobile, Alabama, in collaboration with CBRE who was providing multiple real-estate services to the City of Mobile. The scope included participation in multiple meetings and presentations with the Mayor, Engineering, City Council members, Architect and the client real estate team to develop the assessment scope, deliverables, and to provide metric indexing of each property condition for future evaluation of use or disposition. Developed FCA based on conducting the initial inspections with the client and debriefing of issues to better the assessment structure and delivery.
Worked directly with national architecture firm to assist in development of Civic Center condition to aide with future re-development plans.
Multi-Notionol Technology ond Products Provider - US ond Canodo - Provided Management of multiple services to meet client's national goals for compliance, property acquisition and lease for their distribution chain. Provide strategic solutions for approximately 250 properties per year. Hands on development of client scope and deliverables including pilot programs to design scope and firsthand inspection of the pilot properties to ensure client objectives are adhered to. Services include tailored deliverables in support of capital initiatives with an emphasis on corporate standards and site capital needs. The process begins with Diagnostic client interactions to better understand client goals and needs. The Strategic Planning is then based on stakeholder input, Corporate Objectives and Standards, Health and Safety Requirements and Compliance and Risk objectives. This diagnostic approach provides Consistency in product and delivery in all phases of investment cycle.
Florido Stote Hospital DCF, Chottohoochee, Florido - Provided the management and implementation of strategic assessment for the infrastructure and support buildings and systems located throughout the FSH, Chattahoochee Campus, in collaboration with CBRE who was providing multiple real-estate services to the State of Florida. The project intent was to develop condition assessments to better understand deferred maintenance challenges and building operational limitations for future capital planning and functional needs. Deferred Maintenance and long-term capital planning costing were performed and weighted against other options including a new facility in the existing campus and a new facility on remote campuses throughout the state. The Assessments included over a million square feet of historical, penitentiary and operational buildings with the intent to condition the buildings to better understand future state needs and current capacity of the structures and staff. Directly assisted in the assessment of the buildings to develop the deliverables.
Contact
mlafalce@ partneresi.com
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PARTNER
Nate Benton, PE, CEM
Director, MEP Solutions
Education
B.S. Mechanical Engineering with Minor in Business & Economics - Colorado School of Mines, Golden, CO Graduate-Level Coursework in Commercial Real Estate Finance & Capital Markets - Daniels College of Business - University of Denver, Denver, CO
Registrations
Licensed Professional Engineer - State of Colorado
Certified Energy Manager (CEM) - Association of Energy Engineers (AEE) Leadership in Energy and Environmental Design - Accredited Professional (LEED AP) Highlights
18 years in the engineering industry, specializing in mechanical engineering 7 years performing energy management consulting
Experience Summary
Nate Benton is the Director of MEP Solutions, a part of the lntegrated Facilities Solutions team with Partner, located in Denver, Colorado. Nate leads a team of mechanical engineers specializing in MEP condition assessments and asset data collection services.
Nate has eighteen years of engineering, evaluation, and anal¡ic experience with a focus on due diligence consulting and energy efficiency analysis services. Nate excels in delivering valued consultation, leading challenging and difficult projects, and using communication and problem-solving skills to facilitate coordination between technical teams and clients. Nate has an advanced understanding of building systems as gained through his due diligence consulting experience where he has advised commercial real instate investors, institutional investors, insurance companies, and capital market investors on the physical condition and operating performance of heating, ventilation, and air conditioning (HVAC), electrical, and plumbing systems.
Nate's experience also includes seven years specialized in managing impact and process evaluations for numerous utility-sponsored commercial and industrial demand-side management (DSM) and retro- commissioning (RCx) programs. His primary duties consisted of technical energy analysis and measurement and verification (M&.V), quality assurance, product delivery, and client management. He has led large-scale DSM program evaluations throughout the United States including the States of Wisconsin, Georgia, California, Washington, Oklahoma, Connecticut, New York, North Carolina, South Carolina, lndiana, Ohio, and Kentucky. He has vast experience identifying energy conservation opportunities in commercial and industrial facilities and quantifying energy savings and return on investment for an expansive range of technologies. Nate also has expertise in DSM program design, market potential studies, market research and characterization, and the development of technical reference standards for the quantification of energy and demand (kW) impacts. Nate co-authored the Compressed Air Evaluation Protocol for the Department of Energy's Uniform Methods Project (UMP).
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Nate Benton, PE, CEM
Project Experience
Renoissonce Phormaceuticals - Copital PLanning & ,Asset Dota Coilection (2020) - Engaged by a pharmaceutical manufacturing company to perform asset data collection and capital planning services.
Services were requested as part of a capital planning initiative undertaken by the client. Client was looking to gain a better understanding of the quantity, capacity, age, relative condition, remaining useful life and criticality of assets to develop accurate, in-depth capital expenditure forecasts. As project lead oversaw the development of a custom asset data collection tool and a process and methodology for collecting asset data that automated replacement costing on the back end. This was founded upon a process of classifying all assets to a standardized hierarchy using the Uniformat ll Classification system. Once all assets were appropriately classified the information was aggregated and uploaded to web-enabled, ARCGis-based dashboards. These dashboards gave the client a consolidated view of all asset data collected accommodating high-level analysis and aiding in the development of actionable insights. lnternotional Vitomln Corporotlon (IVC) - MEP & Operot[ons & Maintenance (O&M) Assessment (2020) ' Engaged by IVC to conduct in-depth MEP and O&M Assessments for three vitamin manufacturing, packaging, and distribution facilities in South Carolina. Performed on-site physical condition assessments of all three facilities, reviewed historic maintenance records, and interviewed all third-party service providers.
Assessment included base building and process equipment including dust collectors, Kathabar liquid desiccant dehumidification systems, chillers, steam boilers, and compressed air systems. Assessed over 1,000 assets and developed high resolution replacement reserve capital forecasts for all systems exceeding or expected to reach their estimated useful life across a 1O-year horizon.
GlaxoSmithKline (GSK) - MEP Assessment & Asset Dota Collection (2020)- Engaged by GSK to perform asset data collection and MEP Assessment services for three separate vaccine research and manufacturing campuses in Pennsylvania, Massachusetts, and Maryland. Portfolio included over40 facilities and 10,000 assets. Projects spanned approximately six months generating revenue in excess of $500,000. All data was collected using a custom ESR|-based mobile application developed by the project team.
City of Lokewaod, CoLorado (2021 - Present) - Function as project manager and field team lead for a multi- faceted engagement with the City of Lakewood (Colorado) to implement an integrated workplace management system (IWMS) solution for their entire portfolio of public safety, office, recreation, and community center properties. Partner is conducting facility condition assessments, developing capital plans, and providing asset data collection services in conjunction with a third-party contractor specializing in 360' imagery and digital twinning technology. All imagery, floorplans, asset data, and forecasted capital expenditure information is being integrated into the City's Cartegraph-based IWMS. l60A Gþnarm - MEP & Operotions & Maintenonce (OcnM)Assess¡nenf (September 2022) - Engaged to conduct in-depth MEP and O&M Assessments for a 24-story multi-family property in downtown Denver.
Conducted physical condition assessment of major MEP systems as well as evaluated the adequacy of preventative maintenance policies and procedures.
Affiliations
Association of Energy Engineers (AEE)
Leadership in Energy and Environmental Design
Contact
n benton @ partneresi.com
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PARTNER
Mike Bock, RRC, CCCA, LEED AP
Managing Director
Education
Civil Engineering, University of Missouri-Columbia
Registrations
llBEC, Registered Building Envelope Consultant
llBEC, Registered Roof Consultant
llBEC, Registered Roof Observer
llBEC, Registered Waterproofing Consultant
llBEC, Registered Exterior Wall Consultant
AWCI, Certified EIFS lnspector
SPRT, Level I Rope Technician
Certified Thermographer, Level ll
CSl, Construction Documents Technologist
CSl, Certified Construction Contract Administrator
lCC, Reinforced Concrete Special lnspector
lCC, Structural Masonry Special lnspector
Nuclear Density Gauge Certification
Accredited Professional (LEED AP)
Licensed Field Auditor, Air Barrier Association of America Training
MAP A/E/C Training, U.S. Department of Housing and Urban Development OSHA 10-Hour Construction Safety
Highlights
20+ years of experience in engineering industry, including performing building envelope and roof testing and assessments as well as design & restoration
Roof Asset Management & Capital Planning
Building Envelope Commissioning and Testing - BECx
Construction Project Management & Testing
Roof/Facade Damage C&O Assessments
Third-Party lnsurance Umpire % Expert Witness - Building Envelope Property Condition Assessments including Freddie Mac and Fannie Mae experience Document and Cost Reviews & Construction Progress Monitoring Experience Summary
Mr. Bock is the Managing Director of the Building Envelope Solutions team at Partner Engineering and Science, lnc. (Partner). Our team provides a full range of rool exterior wall, waterproofing, and pavement consulting services across North America. Mr. Bock has over 20 years of experience in the engineering industry, including performing building envelope and roof testing and assessments. Mr. Bock is responsible for the overall quality and consistency of technical repofts, which includes efforts in quality assurance, quality control, staff training, process and policy development and implementation, and managing client relationships.
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Mike Bock, RRC, CCCA, LEED AP
Mr. Bock's expertise includes the evaluation of existing roofing, waterproofing, and wall systems on commercial, industrial, and institutional buildings. These evaluations include locating sources of moisture infiltration, analysis of system conditions and system failures, as well as developing effective restoration solutions. His work includes the initial design of roofing and waterproofing systems, which incorporates drawings and specifications, peer review of roofing and waterproofing systems, and construction observations and field reporting.
Throughout his career, Mr. Bock has participated in a wide variety of projects for the investigation, evaluation, repair, and construction of structural, architectural, and material related building problems. He specializes in design peer review, building envelope commissioning, and failure investigation, evaluation, repair design, and construction monitoring of building envelope systems. Mr. Bock is an active member of several professional societies, including IIBEC (RCl), where he serves on multiple exam development and technical committees.
Mr. Bock also has a comprehensive background in construction project management and material in-situ testing. He has overseen the installation and completed design review of a variety of green roof systems, including intensive and extensive plant systems, reflective coating applications and single- and multi-ply systems. Mr. Bock has an extensive background assisting insurance adjusters in determining the cause and origin of damage to roof and building systems.
During Mr. Bock's vast experience, he has personally performed, coordinated, and reviewed Constructability Reviews, Property Condition Assessments (PCAs), Construction Progress Monitoring, Document and Cost Reviews, LEED Certification Management, and HUD Cost Reviews. ln addition to his construction and building envelope experience, Mr. Bock has significant experience in due diligence assessments for a variety of property types and understands the needs and requirements of the varied number of reporting standards and customized client formats. His in-depth knowledge of ASTM standards, as well as his ability to understand the needs of individual clients, enables Partner to develop and produce industry-leading reports.
Project Experience
Roofing Asses-çrnents - Assisted owners in evaluating the integrity of existing roof through comprehensive surveys that determine signs of deterioration, water tightness and estimated remaining useful life.
Additionally, assisted owners in review of annual roof maintenance programs, and makes recommendations for repairs and replacements. Oversaw roof repairs and replacements to ensure quality workmanship and compliance with construction documents.
Representative Projects:
o Whirlpool Manufacturing and Distribution Sites, North America - approx. 26M SF . Americold, U.S. Cold Storage Site - approx. 32M SF
o RlC, various U.S. lndustrial Rental and Office Sites - approx. 40M SF o Exxon, U.S. and Canada Sites - 2.5M SF
. Missouri State Hospital, Fulton, MO - Six (6) buildings - approx.128K SF ¡ Wal-Mart, U.S. sites, 120+ locations - approx. 30M SF Roofing Project Oversight - Oversee field staff and provide project management and technical support for new and retrofit roof installation.
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Mike Bock, RRC, CCCA, LEED AP
Representative Proj ects:
. Army Reserve Training Center, Tonganoxie, KS
o Data Center, Chicago, lL
o USPS Distribution Facility, Springfield, MO
. Busch Building (City Hall), Springfield, MO
. Federal Courthouse, Jefferson City, MO
. NNsA/Honeywell Plant, Kansas City, MO
. Woods at Cherry Creek, Overland Park, KS
o Auto Owners Regional Headquarters, Columbia, MO
o Wal-Mart Stores, various sites in the Midwest
¡ JCCL, Olathe, KS
Focode Assessmenfs - Assisted owners in evaluating the integrity of existing cladding, curtain walls and windows, or building envelope through comprehensive surveys that determine signs of deterioration, water tightness, and estimated remaining useful life. Assisted multiple stakeholders with rereview of recommended repairs, associated costs, and impact to facility continued maintenance and operations.
Oversaw repairs and replacements to ensure quality workmanship and compliance with construction documents.
Representative Projects:
. Salesforce Tower, San Francisco, CA
¡ Dobbs Apartments, Kanas City, MO
¡ Fountain Lakes Retail Center, Overland Park, KS
o Whirlpool Distribution, Findlay, OH
o Retail Center, Snowtubing, WA
. Colorado Building, Washington, DC
Building Envelope Consulting, BECx Testing and Related Remediation Design - Completed evaluation of the integrity of existing roof or building envelope through comprehensive surveys that determine signs of deterioration, water tightness, and estimated reaming useful life. Additionally, he assists owners in review of annual roof maintenance programs and makes recommendations for repairs and replacements. He also oversees roof repairs and replacements to ensure quality workmanship and compliance with construction documents.
Representative Projects:
. Grand lsland Federal Building (GSA Central), Grand lsland, NE ¡ UM-PCCLC, Columbia, MO
. UM-Dobbs Dorm Group, Columbia, MO
r TUKH - Cambridge Tower, Kansas City, KS
¡ ATSU - lnter-Professional Education & Dental School, Kirksville, MO . JCCL, Olathe, KS
o USGS, Columbia, MO
o Aloft Hotel, Rogers, AR
¡ Boone Hospital, Columbia, MO
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Mike Bock, RRC, CCCA, LEED AP
BuiLding EnveLape Forensic - Assisted building owners, insurance adjusters, and attorneys in determining the cause and origin of exterior building envelope issues, including, but not limited to, such items as moisture intrusion, window installation, and stucco/EIFS cracking.
Representative Projects:
. Curtin Property Company, Four (4) Kansas properties (wind and hail) . Seeman School District, Topeka, KS, Six (6) buildings (wind) o Belmore - Sixteen (16) retail properties in PR, 22M SF (Hurricane Maria) . Stephens College, Columbia, MO, Two (2)dormitories (fire damage) . Neighbors Construction Company, Apartment complex, Kansas City, MO (construction defects) . Salesforce Tower, San Francisco, CA
a
Property Condition Assessments - Performed physical condition property analysis for state agencies and corporate employers. Property condition assessments (PCAs) are prepared for malls, retail facilities, nursing homes, medical office buildings, multi-family residential complexes and high-rise buildings involved in real estate transactions and refinancing. Services include assessment of the civil/site features, architectural finishes, mechanical, electrical and plumbing systems (MEP), structural systems, roofing, life safety systems, ADA surveys, and preparation of opinions of costs for repairs/replacements and capital reserve analysis. Mr.
Bock has provided coordination and review of assessments for property acquisitions, including single properties and multi-site portfolios. The reviews presented the current conditions at the properties, costs to address deficiencies, and costs to address future capital replacements.
Representative Projects:
¡ Warner Theater and Office Building, Washington, DC
o Marc Hopkins Hotel, San Francisco, CA
. Rockefeller Center, New York, NY
. Bush Terminal, New York, NY
r Amazon Distribution Center, Gardener, KS
. Colgate-Palmolive, Kansas City, KS
Construction Loan Monitoring, BuiLding Document Reviews ond Owners Representati.,te Serv[ces - Completed monthly construction monitoring, pre-construction document reviews and cost analyses on most property types. Mr. Bock has completed and provided coordination and review of Document and Cost Reviews and Construction Progress Monitoring for new construction developments, including single properties and multi-site portfolios. The reports presented information regarding the contractor budget, schedule, and quality of work in comparison to the construction documents and accepted industry standards.
Representative Projects:
. Marine Corps Mobilization Command Public Affairs Office (MOBCOM) Richards-Gebaur Air Reserve Station Housing Project, Kansas City, MO (Belton) . Office/lVarehouse, circa 2005, Kansas City, MO
o Low-rise Office Building/Tenant Office Build-out, circa 2009, Olathe, KS . High-rise Hotel Renovation, Kansas City, MO
. Garden-style Apartment Complex Renovation, Oceanside, CA . Regional Hospital, 100 beds with ER, Oswego, KS
o North Village Apartments, Lenexa, KS
. Blue Ridge Mazda, Lee's Summit, MO
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Mike Bock, RRC, CCCA, LEED AP
Affiliations
lnternational lnstitute of Building Enclosure Consultants (llBEC) American Society for Testing and Materials (ASTM)
Construction Management Association of America
Construction Specifier lnstitute (CSl)
lnternational Code Council (lCC)
U.S. Green Building Council (USGB
U.S. Green Building Council (USGBC)
Air Barrier Association of America
National Fire Protection Association
American Concrete lnstitute (ACl)
Society of Façade Engineering SFE (CIBSE)
lnternational Roofi ng &. Waterproofing Professionals Network (IRWPN) Registered Roof Consultant Exam Development Committee, 201 2-Present Speaking
lntegrated Air and Water-Resistant Barriers - Roof Consultants Institute (RCl) Region lll Meeting, Kansas City, MO
Publications
IIBEC Manual of Practice: Roofing, Waterproofing, and Exterior Wall Consulting and Quality Observation, 2020, Contributing Author
Contact
[email protected]
PARfNER
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PARTNER
Pamela J. Boyd, RCl, IIBEC
Director of Roof Gonsulting
Education
B.A. Management, St. Mary's College, Moraga, CA
Registrations
Roof Consultants lnstitute, Charter Member
lnternational lnstitute of Building Enclosures Consultants American Society of Testing and Materials
California State Roofing Contractor's license
Training
Roof Consultant's lnstitute
Highlights
More than 42years of experience in roof consulting
Developed industry base lines for the collection and use of roofing systems and performance Developed Roof Asset Management Programs for commercial structures Experience Summary
Pam is the Director of Roof Consulting at Partner Engineering and Science, lnc. (Partner).
Pam provides Due Diligence, Condition Surveys, Construction lnspection and Roof Asset Management Program Services. Pam has inspected roofs in 43 states and has held a California State Roofing Contractor's license. As a liaison between property owners, asset and property managers and roof service providers, Pam has been able to bridge that gap and create a long-term program for the care and preservation of every building's roof assets.
Pam has vast experience with all types of roofs and roofing systems. ln some instances, she has been able to observe roofs age through their entire life cycle. Pam is a charter member of the Roof Consultants lnstitute and is the first registered, woman roofing consultant in the United States. Pam shares her roofing experience through seminars, webinars as well as real-time, roof tours.
Project Experience
o Created and developed Kelleher, Boyd & Associate's Roof Asset Management Program . Yellowstone National Park - lnspected and reported on all commercial structures . Safeco Field (Retractable Roof) - home of the Seattle Mariners - lnspected and reported the roof for the City of Seattle (twice)
. Laird Norton Portfolio - managed and participated in 234 roof evaluations over 14 states . Hurricane lke damage evaluation - inspected and reported on hurricane damage throughout the Texas coast.
Affiliations
Roof Consultants lnstitute, lnternational lnstitute of Building Enclosures Consultants, ASTM ilili)) 41'i".1'ì.1 ì ir/r,,j,..¡. /  iìI;\j È iì¡ì', ¡,i..)rn 276
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Speaking
Pam provides industry related webinars that inform property owners and managers about their roofs as well as industry seruice providers.
Webinars
Basic Roofing 101
Commercial Roofs 101 - Created for Metlife and CBRE
Built-Up & Modified Bitumen Roofing
Partner Explains the Roof Management Program
Beat the Rising Costs of Roofing
Publications
Upcoming Storms - lnstructive document for Owners, Property Managers and their tenants.
Contact
[email protected]
PARTNER
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PARTNER
Keith R. Black, IIBEC
Senior Assessor
Education
IIBEC - Roof Technology & Science I and Rooftop Quality Assurance OSHA Training School
American Society of Testing and Materials
Arizona Contractor License Center
Professional lnstitute of Real Estate, Scottsdale, Arizona Contractors State License School
Registrations
IIBEC - RRO - Registered Roof Observer
osHA-10
American Society of Testing and Materials
Licensed Real Estate Agent - State of Arizona
Contractors State License Board - B - General Building &.C-2 - lnsulation and Acoustical Training
Roof to Wall Connections
PVDF Coating Failures
Roof Technology &. Science I
Rooftop Quality Assurance
Roof Drainage & Design
Highlights
More than 43 years of experience in roof consulting, installation and inspection More than 4 years of general construction
More than 4 years of insulation and acoustical contracting Experience Summary
Keith is responsible for the day-to-day management of the Southern California Roof Management Program, Due Diligence and Construction lnspections and is the liaison between the property owners, managers and field maintenance personnel. Keith has been able oversee the care and preservation of every building's roof assets.
As a prior owner of roofing companies in both CA and AZ, general contracting and insulation company in CA, Keith has over 37 years of rool insulation and general contracting related experience.
Keith established startup commercial and residential construction as well as a general contracting and insulation company. He managed operations, led daily operations, established policies and procedures, implemented systems, controlled budget, submittal packages, and tracked progress of multiple projects through to completion. Keith provided oversight for scheduling, quality control, and safety.
Keith provides Due Diligence, Condition Surveys, Construction lnspection and Roof Management Program Services. Keith has vast experience with all types of roofs and roofing systems. i.liì1.)r I ! 'ì- lr).1 r,l
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278
Keith R. Black
Project Experience
¡ Warner Marketplace, Canoga Park, CA
¡ Saticoy Lemon Association - Oxnard, CA
. Mission City Corporate Center, San Diego, CA
o lhe Mix at Harmon Center, Northridge, CA
. Grossmont Shoppíng Center and Medical Buildings, La Mesa, CA . Roselle Technology Park, San Diego, CA
¡ Point Hilton Squaw Peak - Phoenix, AZ
Affiliations
Member, lnternational lnstitute of Building Enclosures Consultants, ASTM Contact
kblack@ pa rtneresi.com
PARTT{ER
279
PARTNER
Pezhman Rahimi, B.Sc. Eng MBA
Director of Engineerin g Operations,
Renewable Energy
Education
B.Sc. Mechanical Engineering - Master of Business Administration (MBA) Registrations
NABCEP Photovoltaic System lnspector, Registration Number PVSI-061620-030906 NABCEP PV lnstallation Professional, Registration Number PV-061 620-030906 FAA Unmanned Aircraft Pilot Certificate, Registration Number 4514099 OSHA Construction Health and Safety, Registration Number 26-007298314 Training
Project Management - PMBOK - Humber College Ontario Canada AutoCAD-SolidWorks-Sketchup-Primavera-VBA-PVSYST-HelioScope-Aurora-RetScreen Highlights
Experience:
. More than 20 years . Project development, project management, engineering and design .
More than 12 years in solar
Solar projects:
. More than 800 megawatts of solar projects in US, Canada, Mexico, Japan, Taiwan, UK, UAE and Australia . utility scale . commercial size ' residential Project development:
. Technical and financial feasibility study o Bidding consultation . Project development managemenl o preliminary design and permitting
Project construct¡on:
. Price and budget analysis . Negotiations . MS payments development . Procurement, .
Design review
Contracts:
. MIPA . APA . PPA . lnterconnection Agreement ' EPCA 'O&M Engineering:
. Electrical, Designs, Wiring Tables . Mechanical Racking and Loading . Civil and Environmental ¡ PM lntegrated System and engineering tools development Experience Summary
Mr. Pezhman Rahimi is the Director of Engineering Operations of the Renewable Energy Department at Partner Engineering and Science. He oversees and manages all technical aspects of due diligence activities as well as design process of the solar projects.
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280
Pezhman Rahimi, B.Sc. Eng MBA
Mr. Rahimi has over 20 years of experience in engineering, construction, project, and contract management.
He has worked on more than 800 megawatts of solar projects internationally in various stages of a project lifecycle ranging from initiation to construction and operations and maintenance.
Mr. Rahimi experience summary is as listed below:
20 years of experience in project management, construction management and engineering 12 years of experience in solar contracts technical review including, Engineering Procurement and Construction Agreements, Power Purchase Agreements, Operations and Maintenance Agreements and I nterconnection Agreements
3 years Fannie Mae TSA report
Project Experience
Affiliations
NABCEP Associate, Registration Number PVA-061 620-030906 Contact
prahimi @partneresi.com
Proiect Location Tvpe Size (MW) Experience
lndiana USA -
lndiana Airport
Utility Scale 22 Due Diligence - Engineering - O&M
lndiana USA - IMPA Utility Scale 30 Contracts - Engineering - Project Management - 08¿M
Hermosillo -
Mexico
Utility Scale 21 Due Diligence - Contracts - Engineering - Project Manaqement
US Portfolio Commercial - 500 Due Diligence - Contracts - Engineering - Project Management - Procurement - O&M
UAE Portfolio Commercial 23 Due Diligence - Contracts - Engineering - Project Management
Canada Portfolio Commercial -50 Enqineerinq - Proiect Management - Procurement Canada Portfolio Residential -50 Enqineerinq - Proiect Management - Procurement US Portfolio - lE Various - 200 Due Diliqence - Enqineering - Contracts PARTT{ER
281
PARTNER
Christy Kim, AlA, CASp
Principal
National Technical Director Accessibility
Education
B. ENVD, Architecture, University of Colorado, Boulder, Colorado Master of Heritage Conservation, Architecture, University of Southern California, Los Angeles, CA Registrations
Registered Architect, State of California
Certif ed Access Specialist State of Califomia
Qualified Historic Professional: Secretary of lnterior Standards in Architecture and Historic Architecture Safety Assessment Volunteer, State of
California
Training
Johns Manville Roof Training
Curtainwall Design Review
Materia ls Conservation
Best Practices in Historic Site Management
Fair Housing Amendments Act Review
Understanding the New ADA Regulations
The History and Background of California Access Laws and the ADA Accessibility Requirements for Existing Buildings ADA Updates and How They Relate to California
Certified Access Specialist Spring Seminar
National ADA Symposium
Highlights
16 years of experience in the architectural, engineering, and construction service industry. 14 years performing Property Condition Assessments, Construction Loan Monitoring, Limited Owners Representation, and Accessibility Reviews
14 years of experience with multi-family residential, commercial, hospitality, and industrial properties Provides CASp Surveys and Certification and standard Accessibility Surveys Experience Summary
Ms. Kim seryes as a National Technical Director of Accessibility for Partner Engineering and Science, lnc (Partner), performing and overseeing various levels of AccessibiliÇ Consulting to a multitude of accessibility laws, codes, and standards (including Americans with Disabilities Act, Fair Housing Amendments Act, Section 504 of the Rehabilitation Act, and state and local building code requirements.) Ms. Kim also works with the Historic Architecture Solutions practice to provide historic reports that meet the Secretary of lnterior Standards requirements and the lnvestment Advisory Group to provide Property Conditions Assessments in accordance with American Society of Testing and Materials (ASTM) standards.
Ms. Kim has 2'1 years of experience in the architectural, engineering, and construction service industry. She has extensive knowledge in real estate due diligence for a variety of property types and the needs and requirements of varied number of reporting standards, including ASTM standards and customized client formats. Ms. Kim also has significant experience performing accessibility reviews based on standard ii:ì0ûì I iil .1 l:i l ¡i',v,¡¡ P,ù RI{\l t!lr: j. c.;¡l 282
Christy Kim AlA, GASp
requirements and requirements under the Construction-Related Accessibility Standards Compliance Act (CRASCA). Specifically, Ms. Kim has performed remediation design projects, feasibility studies, Property Condition Assessments (PCAs), small loan PCAs, construction progress monitoring, pre-construction plan reviews, Building Owners and Managers Association (BOMA) surveys, construction quality owner's representation, Americans with Disabilities Act (ADA) surveys, Fair Housing Amendments Act (FHAA) surveys, and Certified Access Specialist (CASp) surveys.
Ms. Kim has completed hundreds of PCAs for a variety of real estate investment stakeholders working with building types ranging from multi-family, mixed used, industrial, hospitality, to commercial. She has been involved in Limited Owner's Representation, which includes monitoring construction on multi-family, mixed use, and industrial buildings for quality and compliance with contract documents. She has served as the defense legal expert for several city-owned and privately-owned properties. As a defense legal expert, her duties included working with legal counsel to review Plaintiff Complaints, performing assessments of the properties, design remediation, obtaining bids, monitoring corrective construction work, and mediation.
She also has experience in forensic and analytical architecture, including cause and origin evaluation, cost analysis, and remedial repair to non-compliant buildings.
Project Experience
Acquisition/DispositioniLending/Refinance Property Conditian Assessrnenfs - Ms. Kim managed condition assessments of hundreds of properties throughout the United States, including coordinating project teams, performing field work, preparing reports and opinion of capital cost budgets, performing quality control, directing technical consultants, and managing client relationships. Projects of note include Class A office high rises in San Francisco, Los Angeles, San Diego, and Boston, suburban office parks, retailcenters, industrial properties, multi-family, mixed use, and hospitality buildings. Ms. Kim has also managed large cale PCA portfolios for high profile clients in the Los Angeles County. One portfolio of note included over 320 properties with over 3,000 structures to evaluate during a six-month period.
Limited Owner's Representation Services - Ms. Kim has provided Limited Owners' Representation services on projects including construction of various capital improvement and accessibility corrective work in Southern California and Scottsdale, Arizona. Property types included small retail strip malls, office parks, and multi- family housing. Owner representation services also include monitoring the construction of a 200-unit multi- family residential property in lrvine, California for an institution client, and confirming the property was being constructed according to documentation.
PIans ond Specificotion Re,t[ew - Ms. Kim managed numerous document reviews for institutional-level development projects in all disciplines on a variety of projects including office, retail, industrial, multi-family, etc. lnformation reviewed included construction documents, schedules, geotechnical reports, consultant and general construction contracts, and budgets. Notable projects included a 1,000+ unit residential project in lrvine, California and a 500,000 square foot industrial project in Perris, California.
Construction Monitoring Services - Ms. Kim performed periodic site reviews of construction projects and monthly in-depth reviews of the contractor's pay application and documentation for mixed use, multi family, industrial, and commercial projects. Projects of note include a 205-unit residential project in lrvine, California, a one million square foot industrial project in Perris, California, and a 100-unit residential project with historic bungalows in San Diego, California.
PARTNER
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Christy Kim AlA, CASp
Rernediation Desiqn - Ms. Kim managed several feasibility studies and remediation designs for facilities in Southern California that were not in compliance with the Americans with Disabilities Act. She completed remediation designs for a multi-family housing project with water intrusion issues and detailed the new exterior wall system. Accessibility remediation design projects of note include designing an accessible route at a large strip mall in Lake Forest, California, along with an accessible route at an upscale community shopping center in Carlsbad, California.
ADA/FHAiSection 504/ Sfafe AccessibiLity Reviews -Ms. Kim completed numerous Accessibility Reviews, CASp Surveys, plan reviews and Feasibility Studies for properties throughout California and has overseen projects throughout the United States. Projects of note include the review of a large regional shopping center in Fremont, California; Historic Hotel and Attraction in Long Beach, California; and Fair Housing Amendments Act review for a multi-family high rise in Los Angeles, California. Feasibilitystudies include shopping centers in Anaheim Hills and Bell, California, along with large chain hotels in Southern California.
Affiliations
American lnstitute of Architects
Certified Access Specialist lnstitute
National Council of Architectural Registration Boards
Speaking
ADA lJpdote ond Trending lssues, City Atfornelt's Associotion of Los Angeles Count,,,r (CAALAC) Loguna Beach.
Coli.fornla,2014. Presenter: howto create a logical transition plan forTitle ll entities covered underthe ADA and litigation in Los Angeles.
ADA Title lt, City of Long Beach PubLic Vtiorks Depttrtment, Long Beach. CoLlfornro. Presenter, lnformal seminar regarding general Title ll requirements that may be of interest to the Publ¡c Works Department.
Foir Hotrsing Act Requirentents, Architectond Engineer Prot'essLonctlConierence. frle,¡vpr.¡rt Bectr:h, Crs{ifornia 20/4.
Presenter, Grey areas under the fair housing act.
Fcrensic Diagnosts ResidentioI Bulldinq, Families For,.uard Boo rd Meeti.nq, ¿01 4. Presenter, Presentation of forensic diagnosis of a residential building in the city of Lake Forest to be acquired by Families Fonvard.
ADAiCBC ond Gas Siation, Pacific Oil Conference, Los Anqeles, Colifornia, 2013 Presenter, Accessibility requirements at gas stations.
Publications
Dem'ystiiylng Californio's Acces.sibility Requirements for Affordable Hcusing, 2022. Online article discussing California affordable housing and Accessi bi lity requirements. 5 Things to Kno,^t o bout CA's AB ¿093 On DisabiLity Access, 20 / 6 Online article discussing Assembly Bill 2093 25 Vears ctf ADA - Ho',v Vt/ell Do Vt/e Kno',,t Our Accessibility Obl.tqations,20 l5 Online article discussing the various accessibility obligations, different levels of accessibility reviews, and impacts on commercial real estate
PARTNER
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Ghristy Kim AlA, GASp
f essons to Avoid ADA Lawsuits, 2A15. Online article discussing measures business owners can take to reduce their risk of ADA lawsuits.
Department of Justice Adopts 2010 Accessibility Standords, 2012. White paper discussing changes from the 1991 Standards to the 2010 Standards.
Contact
[email protected]
PARM{ER
285
PARTNEReneFqg
Tony Liou
President
Education
Master of Business Administration, Marshall School of Business, University of Southern California Bachelor of Mechanical Engineering, Cornell University
Highlights
20+ years of mechanical and environmental engineering experience 20+ years of experience in real estate due diligence
10+ years in capitalacquisitions
Experience Summary
Tony Liou is co-founder and President of Partner Energy, an energy efficiency and engineering division that works with building owners and managers to identify, capitalize, and implement accretive energy efficiency, renewable energy, and sustai na bi lity proj ects.
Mr. Liou is a successful entrepreneur who co-founded Partner Energy in 2009 with two employees and a handful of energy efficiency projects. Today, Partner Energy has more than 50 employees, offices in multiple states, and grew its annual revenues to more than $10M. Partner Energy has become a market leader in the sustainability and energy efficiency industry.
Mr. Liou began his professional career as an engineer for Northrop Grumman and later, at Siemens Building Technologies where he was responsible for customer acquisitions, engineering design and estimating for building automat¡on and controls, fire-life safety and security systems. After graduating from business school, he served as Senior Associate Director for a private equity firm that provided joint venture equity capital for acquisition and development commercial real estate projects. Mr. Liou was responsible for the acquisition and underwriting of real estate assets and development opportunities valued at over $400 million.
As President of Partner Energy, lnc., Mr. Liou oversees all company operations, sales, and technical execution of hundreds of energy audits, benchmarking studies, energy models, green ceftifications, and commissioning studies that are performed on both new construction and existing buildings each year. Mr.
Liou is an expert in many of the capital programs that have pioneered "green lending" as well as in the compliance regulations, and tax and incentive programs that are the drivers of Partner's Energy business.
Agency Lending
Mr. Liou has supported both the Fannie Mae Green Rewards program and Freddie Mac Green Up program since their inception. Due to his efforts, Partner Energy is recognized as one of the leading providers of energy audits for Green Agency Lending.
SBA 504 Energy Loan Program
ln 2007, Mr. Liou developed a tra¡ning program to train lenders, borrowers, brokers and Certified Development Companies across the nation how to use the SBA 504 Energy Loan Program, a program created to encouragejob creation, energy efficiency, and real estate lending. Partner Energy has executed i8881 8¿6-1216 r.rrw'n"ptrene rgy.co m
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Tony Liou
over 100 energy studies to help borrowers qualify for additional loan proceeds by meeting the public policy goals of the SBA 504 Energy Loan Program.
Low lncome Tax Credit Financing for Affordable Housing
Mr. Liou led the engineering team that helped over a dozen New Jersey and CA low-income multi-family owners secure capital for energy efficiency projects. Partner Energy engineers conducted investment grade energy audits to identify accretive energy efficiency projects. Under Mr. Liou's leadership, Partner Energy has become one of the leading providers of sustainability services in the state of CA for affordable housing.
Municipal Energy Audits and Benchmarking
Mr. Liou secured a contract with the City of Los Angeles to provide energy auditing services to help the city with their Qualified Energy Efficiency Bond financing initiative. Partner Energy staff conducted energy audits on over 120 city buildings totaling over 3,000,000 square feet, including Los Angeles City Hall. ln addition to energy audits, Partner Energy is providing benchmarking services using Energy Star Portfolio Manager on over 130 city buildings.
ln2O14, Mr. Liou has been instrumental in furthering Partner Energy's relationships with local utilities, as he secured contracts with the Southern California Public Power Authority, Riverside Public Utilities, Southern California Edison, and the Southern California Regional Energy Network. Mr. Liou also established Partner Energy as a pre-approved technical service provider for ComEd's Retro-Commissioning lncentive Program, where his firm is retro-commissioning over 5,000,000 square feet of commercial office high rises in downtown Chicago.
Commercial Building Portfolio Management
Mr. Liou designed multiple programs for various institutional owners of real estate to maximize portfolio energy and water cost savings by instituting best practices for benchmarking, energy audits, retro- commissioning, commissioning, and preliminary engineering support.
Speaking
Urbon Lond lnstitute ilJLl): FutureBuilri LA, October 2009 SBA 504 Erterg,/ Lr:¡on ttncl EnergvAudit; Southern Colifornto,Associot[on of Governments, JanttorY 2010 GLobol Strateqic Monogement lnstttute (GSMI): The Green Dota Certter Conference Mav 2010 The Sustoinobte BuiLdings Sertes New York: GloboL Strateqic i'4anagement lnstitute (GSMI) Retrofits, Urbon Land lnst[tLtte ULI) Future7uild LA, October 2Al0
The SustoLnoble 8uíLdLngs Serres San Francisco: GLoboL Strateqic Manaqernent lnStitute (GSNll), Retrofits, Ottober 2Al0
Energy Bencitnorkirtg: ly'/est Coast Enerqy 14onogement Congress Assoc[otion of Errerqlt Enqineers, iune 20!1 Nati.onoL FacLiities Monogement and TechnologV (i,lFi"lT) Conference, Morch 2012 Sogthern Catifornio Assoctation oi Non-Prctfit Housinq (SCANPH); 24th Annual. Housing Canference, September 2012
Tonlt Liou cctncluciecl dozens of training sessrons for i.enders ond borrov,¡ers ttn the Fannie Moe Green Re',ttards Proqrarn, Frecldie þ1ac Green lJp Prograrn ond the Hl-JD lvllP reductiort progront, 2016 to 2018 Mortgaqe B<tnkers Assoc[otion Commercial/MuLtifanity Firtance Con,tention &. Expo (MBA CREF), Februor¡i 202 t
Construction Lender R[sk l'4anaqement RoundtabLe, l'4orch 2021 E n v [ro n n e n t o i F o r, i li tie: s M o n a g e m e n t R o u n d ta h I e, l"l o,t 2 0 2 1 l ,l ;'4 r :: '+''¡;,¡¡tj{tI ,n-a-I, I 5TÈi,.,.1'i
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Tony Liou
Environmentol Bankers Associotion (EBA) Annual Meeting, May 2021 NAREIM Architecture & Engtneering Meeting, September 2021 Publications
"Energy Audits Moke Prudent lnvestments" Multi-fomily Housing News, June 2011 "What is a Commerciol Building Energy Audit," Globe Street, October 2011 "Government Buildings Go Green," Globe Street, December 2011 "Get Up to Date on Dollas Energy Effi.ciency," GLobe Street, Aprí|2012 "Locot Energy Progroms Offer tncentives ond Creote Transparency," Globe Street, April 207 2 "Leorn About Colifornio Energy Efficiency," Globe Street, Moy 2072 "Energy Efficiency Opportunities in NY," Globe Street, Moy 2012 "Hit the Mork with Energy Efficiency," Scotsmon Guide, July 2013 "Colifornia ABl 103 Energy Disclosure Low Goes lnto Effect luly 1 , 2A1," Globe Street, June 201 3 "A Greener ColifornÌo [n the New Year - A87103 in Effect," Globe Street, Jonuory 2014 "Reol Estate Sale Stolled by Non-Compliance with Energy Disclosure Law," Globe Street, February 2014 "Putting Multifamily Buildings To The Energy Test," Globe Street, March 2014 "Energy Disclosure Lows: The Wolf at the Door?" Scotsmon Guide, April 2014 "Whitepoper: Porodigm Shift: Technology's lmpact on CRE" Globe Street, September 201.5 "Going Green: The Volue of Working with o Product Agnostic Energy Consultont," Globe Street, September 201 5
"lnternationol Spotlight on Buíldings at Paris Climote Tolks," Globe Street, December 2015 "How Will the New FHFA CAP Affect Green Lending?" Globe Street, September 2019 "Green Advontoge Shifts Focus to lncentivize Workforce Housing" Globe Street, December 2019 "Reol Estate Must Become More Resilient" Globe Street, November 2A20 "Estoblishing ond Achieving the Environmental Gools of ESG" Globe Street, December 2020 "Climate Change ond ESG lmpocts on Commercial Real Estate" Globe Street, Februory 2027 "5 Steps to Reduce Your Property's Greenhouse Gos Emissions" Globe Street, Apríl 2021 "How Will Lenders Foctor Climote Risks lnto Underwriting?" Globe Street, luly 2021 "Demystifying the Process of Decarbonizing Your Bui.lding" GLobe Street, October 2021 Contact
[email protected]
PARTNER energg
288
PARTNER
Rob lntveld, P.E
Directoi
Education
H.T.S.: Mechanical (equivalent to United States B.S. degree), Hogere Technische School--Rijswijk, Netherlands
Registrations
Professional Engineer, Mechanical, California
Training
Plumbing Design Certification
Project Management training by PSMJ
Advanced Technical training, HVAC utilities in buildings Highlights
30+ years of mechanical and plumbing system design for newly constructed and existing commercial projects (offices, industrial, hospitals, hotels etc.)
30+ years of experience in energy auditing, Retro-Commissioning, commercial and industrial systems Experience Summary
Mr. lntveld is a Director at Partner Energy with more than 30 years of experience in heating, ventilation, and air conditioning (HVAC) and plumbing system design. He oversees and manages energy efficiency projects that help clients qualify for funding based on verified energy savings.
Mr. lntveld focuses on the design and analysis of HVAC, mechanical, electrical, and plumbing (MEP), and renewable energy systems. He leads ASHRAE energy audits, retro-commissioning projects, and cogeneration studies for clients at commercial properties nationwide. Mr. lntveld's technical guidance in data modeling and analysis lead to recommended measures that meet client criteria for return on business investment and reduce energy usage and costs.
Mr. lntveld supports commercial projects in both new construction and existing buildings: hospitals and health care facilities, educational institutions, central plants, production and warehouse facilities, office and retail properties, and entertainment and sporting facilities.
Prior to Partner Energy, Mr. lntveld worked at Syska &. Hennessy, Arup, M-E Engineers, UCLA and AESC, lnc as a Senior Engineer and Energy Consultant. Mr. lntveld is familiar with trends in the energy and development industries. His energy efficiency-related utility incentive application review includes programs such as L.A. County RCx, Nexant Rcx, Xcel RCx; Savings by Design; SGIP, OSHPD review design details. He is familiar with central plants operation and maintenance, cogeneration with engines or turbines; emission control; compressed air, vacuum, hydraulic pumps; heat recovery; steam systems; energy storage; tariff rates; pumps and fans; and chiller plant optimization.
Project Experience
Los Angeles World Airports, Environmental Services Division Sustainability Plan, Los Angeles, CA.
Review and revision of the LAWA 2008 Sustainability Plan with -an emphasis on energy use, water (800) 419.'+923 www.PARTN EResi.com
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Rob lntveld, P.E.
consumption, waste diversion, and greenhouse gas emissions. Also completed an ASHRAE Level 1 Energy Audit of the Environmental Services Division administration building. Completed in 2013.
Los Angeles Police Station. Provided ASHRAE Level lll energy audits through LADWP EETAP incentive program for the City of Los Angeles. As a technical director on this the engineering team, Mr. lntveld led the team in providing a comprehensive look at energy consumption and resource consuming infrastructures in order to identify cost savings annually of nearly 1 million kWh savings and nearly $300,000 cost savings.
Completed January 201 5,
University of California, Los Angeles. Provided an enhanced ASHRAE level ll audit of two buildings on campus; a laboratory building and a classroom building. The comprehensive energy audit identified energy and water measures, resulting in 50 percent building energy savings and an estimated $1 Million in cost savings. Completed January 2015.
CoMed Chicago RCx Program. Provided retro-commissioning (RCx) services for over 6 million square feet of commercial office high rise buildings in downtown Chicago, lL. As part of these RCx projects, Partner Energy designs RCx measures that tailor specifically to a building's operations, such as recommending implementation of a condenser water temperature reset control strategy, in place of a manually adjusted condenser water temperature setpoint.
Southern California Public Power Authority - SCPPA Commercial Building Energy Audit and Efficiency lmprovement Program. Partner Energy helped develop this energy efficiency program for Southern California Public Power Authority (SCPPA) to help member investor owned utilities manage their large industrial and commercial electrical energy consumers. We identified and implemented energy efficiency improvements that result in a reduction of electricity consumption and reduce peak demand. The program provides energy assessments and comprehensive energy audits, and can include project implementation, financing, performance specifications, and construction management administration.
Currently, the program is in operation with SCPPA member, Colton Public Utilities.
Texas Health. As part of Oncor Commercial Energy Audit Program, Partner Energy completed energy assessments in over 10 hospital facilities for Texas Health Resources. The objective was to identify opportunities to reduce peak demand and energy consumption while maintaining or improving facility operation. Walk through assessments of the facilities were conducted that included an overview of the building's major heating, cooling, ventilation, and lighting systems. Energy saving opportunities were identified and quantified based on site specific energy use, energy costs and industry standard estimation methods. Completed in 2012.
Contact
ri ntr¡el [email protected]
PAR/tl{ER
290
PARTNER
Jennifer L. Wells
Project Manager
Education
Bachelor of Science, Architecture, University of Virginia, Charlottesville, VA Registrations
Training
OSHA.lO
PlanGrid
Highlights
15+ years of experience in construction consulting, architecture, and interior design industries. 6+ years of experience in Owner's Representative and Project Management for Government, Commercial, Multi-family, and lndustrial property types.
6+ years of experience with due diligence, project risk, quality control, contract management, project reporting for the real estate industry.
10+ years of experience in commercial tenant improvement, education, healthcare, and high-end residential design.
Experience Summary
Jennifer Wells serves as a Project Manager for the Owner's Representation division of Partner Engineering and Science, lnc. (Paftner).
Jennifer has worked as Project Manager, Owner Representative, and Lender Representative for various project types including government, commercial office, multi-family, and industrial, ensuring that the contractual responsibilities of the design and construction teams conform to project design criteria, on- budget, and on-time construction projects. Jennifer has performed construction document reviews for general code compliance and adequacy of construction, including coordination, detailing, and building materials systems for the purposes of identifying potential issues. Additionally, Ms. Wells has prepared cost evaluations and performed budget analysis of new and existing construction projects, and performed field inspections for property condition and facility condition assessments.
Jennifer is known for her exceptionaljudgment, problem-solving and decision-making abilities and is adept at streamlining procedures, handling multiple tasks, and managing competing priorities within a deadline- driven environment.
Project Experience
Owner's Representotive ond Project Monager, Monchester Pacific Gotewoy-Novy Building One, Manchester FinancioL Group/United States Novy, Son Diego, CA. Served as the construction consultant representing the United States Navy and Manchester Financial Group, for the construction of a new headquarters facility for the United States Navy Pacific Southwest fleet, Due to the fact the facility was being constructed on federal land and local government agencies did not have jurisdiction the property, there needed to be an (800) 419-4923 w'¡rrnr.PAR'f N EResi.corn
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Jennifer L. Wells
entity to perform as the Authority Having Jurisdiction (AHJ), or in essence, a building department to review the construction documents for overall conformance to the project design criteria. Jennifer provided construction consulting services to represent the Navy's interest.
Ot.vner's Representatlre, Morine Corps Bose Cant¡t Pendleton, United Stcttes Nlctrine Corp, Oceonstde, CA.
Served as the owner's representative for mílitary family housing projects throughout the military base, incorporating a management plan, assisting with management and staff communication, construct¡on observations, and reporting,
Construction Loan Representotive, Cornpus ot Horton, Alliance Bernstein, Son Dreqo, CA. Served as the construction lender's representative for the redevelopment of the million-square-foot plus former outdoor shopping mall, Horton Plaza, into new biolab, office, retail, and residential space in downtown San Diego. Jennifer's role was to provide construction loan monitoring services including plan and cost reviews, construction progress inspections, and construction funds control.
Ovtner's Representotrtte, The Press, lnvesco Reoi Estote, Costo Mesa. ColifornLa. Served as the owner's representative for the renovation of the former LA ïimes one million square foot printing facility where the existing buildings were renovated to create creative office space. Jennifer's role was to ensure that the owner was informed of all progress on site, while looking out for construction issues or potential concerns that arose, tracked the budget and schedule, and monitored overall project management to help the owner understand all project components.
O,,vner's Represerttotttte, Otoy Border Crcssinq t'OBX), Kearrty Reol Estate, San Diego, CA. Served as the owner's representative for the new 26.1-acre industrial warehouse development to review program and design requirements, budget and schedule, and identify areas requiring further evaluation. Services transitioned to construction administration where Jennifer made regular site visits and provided monthly reporting with a review of project costs, schedule, and construction quality.
Ov,¡ner's Representotive, Broadstc,¡ne HerLtar¡e. PGl14 Reol Estute, Santo Ana CA. Served as the owner's representative for a 900-plus residential unit, multi-family project to review program and design requirements, budget and schedule, and identify areas requiring further evaluation. Once construction documents were finalized, services transitioned to construction administration where Jennifer made regular site visits and provided monthly reporting with a review of project costs, schedule and construction quality. Services continued through project closeout, where Jennifer assisted with the collection and review of closeout documents and concluded with a warranty walk one year after substantial completion to confirm the site, building, and systems were performing as designed.
Ov,inet's Representati.ve, 3E'-10 6!n A'tertue, CorrneL Portners, Son Dieqo, C,4. Served as the owner's representative for the new ground-up 151-unit high-rise residential development in the Hillcrest neighborhood of San Diego. Jennifer's role was to provide the owner with construction quality control services through the life of the project.
O',vner's Repiesentatt,te 2055 i'4cu¡t Street, PGll'4 Real Estote, lrvtne, C,4. Served as the owner's representative for the new construction of one five-story, 178-unit multi-family project to review program and design requirements, budget and schedule, and identify areas requiring further evaluation. During
PARTNER
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Jennifer L. Wells
construction, Jennifer made regular site visits and provided weekly reporting with a review of project costs, schedule and construction quality.
O,,vner's Representative, Otov l'4esa lndustt-ial Park, Hittes, Son Diego, CA. Served as the owner's representative for the new 600,000 square foot industrial warehouse development to review program and design requirements, budget and schedule, and identify areas requiring further evaluation. Services transitioned to construction administration where Ms. Wells made regular site visits and provided weekly reporting with a review of project costs, schedule and construction quality.
ProperttT Conciitíon Accessor, Betlagio HoteL & Casino, Blackstone Group, Las Vegas, CA. Served as the architectural property condition assessor for the property's disposition by providing property condition assessment reporting, and replacement and immediate repairs cost analysis.
Property Conditton Accessor, Orange County Archdiocese, Roman CotholLc Diocese of Orange County, NluLttpLe CitÌes, CA. Served as the architectural property condition assessor for the church-owned religious, educational, and support facilities to determine condition and to assist in diocese-wide decision making relative to building equipment and systems.
Property Condi.tLon Accessar, Aerospace ond Defense, ConfidentioL CLient, Huntinqton Beach, CA. Served as the architectural property condition field assessor for the property's disposition by providing property condition assessment reporting, and replacement and immediate repairs cost analysis. project Manaqer end ArchitecturaL Des[gner Served as the project manager and architectural designer for new construction, renovation, and historic residential projects in the cities of Torrance, Rolling Hills Estates, Rancho Palos Verdes, Palos Verdes Estates, Redondo Beach, Manhattan Beach, and Bel Air, California.
Contact
JWel ls @ partneresi.com
PARTNER
293
Christopher Cunningham, CCM
Managing Director
PARTNER
Education
Wilkes University
Bachelor of Science (BS) Earth and Environmental Science Concentrations in Geology and Physical Science
Registrations
Certified Construction Manager (CCM) - Construction Managers Association of America (CMAA) Training
OSHA 40-hour Hazardous Waste Site Operations Training 29 CFR 1910.120 osHA 8-hour Hazardous waste supervisor/Manager Training 29 cFR 1910.120 OSHA 1O-hour Construction Safety and Health
OSHA Required Confined Space Entry Course 29 CFR 1910J46 First Aid and CPR Training
DBIA Principles of Design-Build
Army Corp of Engineers Construction Quality Management for Contractors Highlights
25+ years of experience in the Construction, Engineering and Environmental industry 13 years of Owners Representative experience
7 years General contractor project execution
Êxperience Summary
Mr. Cunningham is a Managing Director for Partner Engineering and Science, lnc. (Partner), and is responsible for project management, risk management, client and stakeholder communication, providing leadership for reporting staff, support and assistance in preparing proposals and general business development, ultimate QA/QC for all products produced by his team, assisting in overview of client assignments and staff workloads, and developing and executing business strategies to achieve team goals.
He still is also responsible for planning, execution and finalize projects according to deadlines and within budget. He also manages multiple projects concurrently ensuring technical quality throughout the project's life cycle. Mr. Cunningham provides expert analysis on Document and Cost Reviews, Contractor Evaluations, Construction Progress Monitoring, Pay Application Reviews (Funds Control), Cost to Completes, Project Status Reviews and Project Budget Reviews.
Mr. Cunningham oversees complex commercial & government construction, mid-rise residential, warehouses, hospitality projects and tenant improvements. He excels in developing trusting, loyal relationships with the client and sees all projects through from conception to completion on time and on budget. Mr. Cunningham is focused on project and relationship management on executive level government projects. He has developed and implemented budgets and project schedules and is experienced with safety analysis and risk management as well as project planning and organization. Mr' Cunningham is also well versed in Design/build projects and technical design review processes. i800i 419-4923 wr,'¡r,v"PART NEResi.corn
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Christopher Cunningham, CCM
As both a General Contractor and Owner's Representative, Mr. Cunningham has managed many projects simultaneously paying close attention to detail by facilitating coordination efforts with his Project Team.
Throughout his career, he has gained expertise in several areas of construction management which include:
. Design/Buildconstruction
. Leadership & Mentoring
. Safety analysis and risk management
. Resource and business management
. Project planning and organization
¡ Critical thinking and problem resolution
. Team Building
. Technical design reviews
. Quality Assurance/Quality Control - QA/QC
. Budget development and management
. Funds Control
¡ Contracts development, negotiation and execution
. Due-Diligence
Project Experience
Classified Locatlons. Design-bid-build projects consisting of AT-FP measures, interior renovations of an occupied building including reconfiguration of mechanical, electrical, fire suppression and space plan, offices, living spaces, interior walls and utilities at secured facilities.
Verizon Moster Service Controct, Pennsylvonia, Morylond &. New Jersey. lDlQ of multiple projects ranging from $500,000 to $30M at various locations in the Pennsylvania, Maryland and New Jersey which encompass MEP upgrades, new equipment rooms, office renovation, swing space, façade restoration and roofing projects. Managed all phases of projects including the design, preconstruction, procurement, construction, testing, commissioning and close out.
United Stotes Coost Guard Headquarters Building. St. Elizabeths Campus, Washington, DC - Responsible for Project Closeout, as GSA Owners Representative, for the $435M US Coast Guard Headquarters Project, consisting of 1.5M sf. Managed closeout inspection and acceptance processes between multiple Government personnel and contractors including lT/AY, Security, furniture and Design/Build Contractor.
Coordinated punchlist generation/completion activities with furniture installation and tenant moves.
Assisted with Quality Assurance for all SCI Facilities within the US Coast Guard Head Quarlers building.
Raven Rock Mountoin Complex &. Pentagon Renovotion, Pentogon, Arl[ngton, VA. Under a MACC, design- bid-build projects consisted of AT-FP measures the project his consisted of 6.5 million square foot of renovations at the Pentagon and alternate sites ranging from approximately $1 million to over $1 billion.
The tenant's program included secure and non-secure spaces, open and closed office areas, work rooms, coffee areas and conference rooms. Facilitated meetings with senior government and military officials to provide project updates, milestones and completion dates. Coordinated federal and local permitting processes between the contractor, facility and respective agencies for Title 5, UST, AST and other environmental regulatory requirements.
PARTilER
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Ghristopher Cunningham, CCM
The Phoenix Project, Pentogon, Arlington, yÁ. $750M project involving the rebuild of a portion of the Pentagon that was severely damaged on September 11,2001. The work area covered the three outer rings of the Pentagon, which consisted of approximately 400,000 sf of space requiring complete structural demolition and reconstruction. Quality assurance inspector for project drawing and specifications of all aspects of the structural and architectural components such as reinforcement of steel columns, walls and slabs, concrete mixes and repairs on the bracing system, CMU walls and other partitions, self-leveling flooring, lerrazzo flooring, built up and slate roofing and limestone installation.
Affiliations
Construction Managers Association of America (CMAA)
Keystone Contractors Association (KCA)
US Green Building Council
Contact
ccunningham @partneresi.com
PARilER
296
PARTNER
Anthony Baerga
Project Special isUStaff Assessor
Education
John Jay Criminal Justice College
Santa Monica College
Training
OSHA 10, OSHA 30
Emergency Management Safety: FEMA 100, 200, 300, 400,700 and 800 Highlights
4 years of experience in On-Site Management of Construction Teams 9 years of experience in timber Construction and finish millwork 4years with the United States Navy
lT and logistics specialist for Non-Government Agencies Audio and Video installation
Experience Summary
Mr. Baerga serves as a Project Specialist for Partner Engineering and Science, lnc. (Partner), providing on- site Surety support as well as performing Property Condition Assessments. He has experience with construction of timber buildings as well as installation of windows in high-rise towers.
During Mr. Baerga's time in the military, he was assigned to a specialized unit which supported US Naval Warship Ships alongside US Navy SEALs. During his deployments Mr. Baerga conducted visit, board, search, and seizures throughout the world.
Project Experience
High-Rise Mixed-use BuiLding, Los Angeles, CA - Mr. Baerga was site superintendent for Surety support of the window installation subcontractor on a 36-story high rise. He provided daily inspection and reporting as well as communication support between site and various relevant offices' Apartment Complexes, Commerciol Bulldings., Retoil Buildlngs, Storoge Facilities, Warehouses Los Angeles, CA - Mr. Baerga provided property condition assessments for various small, medium and large apartment complexes, storage facilities, commercial buildings, retail buildings and warehouse all over Los Angeles.
These assessments included a review of the condition of the buildings, equipment, finishes, landscaping, tenant spaces, and common spaces.
Team Rub[con, Et Segundo, CA - Mr. Baerga provided logistical and technical support for critical military assets, ensuring equipment and data were ready at all times as needed. As part of Team Rubicon Mr. Baerga has supported various government entities such as FEMA and the Department of Defense.
Contact
a baerga @partn eresi.com
ßaa) 419-4923 wwr,r.PARTN ER¡si.corn
297
PARTNER
Ghristopher Link
Lic #C32977
Architect
Education
BA in Architecture at the University of California, Berkeley Fall 2000 Registrations
Licensed Architect in the State of California #C32977, issued 201'l LEED AP (legacy) certification under US Green Building Council, issued 2009 Registered Roof Observer (RRO) certification under llBEC, issued 2014 Level 1 lnfrared Thermographer certification under lnfraspection lnstitute (FLIR), issued 2018 HERS Rater, through CaICERTS, issued 2018
CaIOES Safety Assessment Program Evaluator, issued 201 1 Training
Completed installer training for ClM1000 (cold fluid applied waterproofing) issued 2010 Highlights
20 years of experience in the construction due diligence field with an emphasis on Owner's Representation (OR), Property Condition Assessments (PCA), and Construction Monitoring (CM) services for a variety of client types. Other areas of emphasis have included the following:
Client and partner relationship building/marketing
Construction Project Management
Building Envelope/Waterproofing Consulting and Design
BOMA measurements and multi-tenant demising analysis
Zoning analysis
Exterior Building Maintenance (ie window washing)
ADA and California Building Code Accessibility
Experience Summary
Based out of the San Diego office of Partner ESl, Mr. Link is currently assisting multiple teams with project management, client relations, and quality control for a variety of project types. ln just one year with Partner, Mr. Link has provided review and client support for close to 500 projects. One notable project is a cost to complete analysis for a lender with default on loan of partially completed project.
Prior to joining Partner, Mr. Link worked for MarxlOkubo Associates (M/O), in the San Francisco office from 2002 to 2014; and in San Diego from 20141o 2020.
Working in the San Diego satellite office of M/O, Mr. Link was primarily responsible for new construction monitoring projects for both equity and debt clients, as well as performing and reviewing PCA projects, all in the County of San Diego. ln addition to project production and review duties, Mr. Link performed quality control on PCA and monthly reports prepared by other professionals, trained junior staff members, attended industry networking events, met with clients, and participated in technical leadership functions within the a
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Christopher Link
Accessibility and Exterior Envelope Technical Groups at M/O. Prior to being disbanded, Mr. Link was a technical leader within the Sustainability Group at M/O.
While in the San Francisco office of M/O, Mr. Link occupied a number of roles, including designing and drafting repair and restoration drawings, construction project management, BOMA measurement surveys, multi-tenant analysis, floor levelness surveys utilizing laser level equipment, forensic investigation, code research and zoning analysis, marshall and swift appraisals, window water pressure testing, and numerous detailed preliminary plan reviews. ln addition, Mr. Link completed hundreds of PCA and new construction monitoringsitevisitsandreportswhileintheSanFranciscooffice. Mr.Linktookaspecial interestinexterior building maintenance (window washing) and collaborated with industry leaders and CaIOSHA representatives to develop a detailed primer on the subject which was utilized by the company.
Project Experience
t/ortt¡tis MuLtiiornll,,' Housing Prr.yet.ts, OR, Sort Frqnctst:tt, Oakland, Sitn lose, CA, 200]'¿()05. Mr. Link started his M/O career investigating and drafting repair details for several multifamily housing projects with waterproofing issues, stemming primarily from poor exterior flashing details. Mr. Link trained under the guidance of forensic architects with decades of experience and developed a strong knowledge base in forensic architecture upon which he would build over the years.
Apple BurLtltritl BOi'4A neosureitents, OR, Cupet"ti.rto, CA, 2008. Mr. Link lead the team that measured and prepared accurate building area drawings per BOMA standards, for senior leadership of Apple. t.tt/hippLe Retrofii Dru,.¡.,inqs, OR, RerJt,¡r¡ort City CA 1009). Mr. Link lead the team that provided design and construction management services for the seismic retrofit of a four-story multi-family housing project. The project utilized Hardy SMF special moment frames to correct a soft story condition at the tuck under carports.
!1ot,v¡¡rti St:et:t Flaor Le,.,e{ness Sut,,,e,- OR, Sü¡t Franci;t.o CA )Ò09. Mr. Link lead the team that measured and proposed solutions to correct issues with long span concrete floor settlement in a downtown San Francisco office building.
FtLL¡nore Cenic:r OR/CPyt. Srtn Frttntìsco CA, l0 l1-2014. Mr. Link created AutoCAD repair documents and performed construction project management for the repair and restoration of the exterior envelope at the three square-block, 10-building,825,000 sf apartment complex located in the Fillmore District of San Francisco, CA. Restoration work included recoating of the EIFS exterior walls, along with above and below grade waterproofing repairs to correct leaks. Weekly CPM site visits were performed in order to manage the waterproofing contractor and address issues as they came up.
SF l,!ornot De'teLr>p¡tent Rev{e',,t (ZonLnrl A¡¡ol,isis), Burlinqorne CA, ¿0 12. Mr. Link completed a detailed analysis and peer review to determine the feasibility of a proposed redevelopment plan for the existing luxury hotel building.
ltie:tr.ort Center PCA, S,tn Frttncrsr.'t¡, CA, 20 /i Mr. Link lead the due diligence team for the acquisition of the four story, 350,000 sf Metreon Retail Center, a prestigious and high-profile part of a $18 deal for a nationwide portfolio of retail properties being purchased by Starwood Capital Group.
PARTNER
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Ghristopher Link
RialtoButtrlinc¡PCÀ,SortFroncisco,CA,20l,ì. Mr.Linkleadtheduediligenceteamfortheacquisitionofa nine-story, ll0,000sfofficebuildinglocatedinthefinancial districtof SanFrancisco. Duetotheageofthe building (Built 1901) and manyyears of deferred maintenance, the projectwas especially challenging with significant issues in almost every discipline. Mr. Link and team were able to outline proposed solutions in great detail and assisted the client in executing the solutions afterthe propertywas purchased.
Coror¡aclc.¡ Boy Ctutt OR, .Son Diego, CA 2014. Mr. Link provided waterproofing and accessibility consulting and weekly owners representation services for the client (an equity partner) in the redevelopment of an 18- building, 549-unit, apartment complex located in Coronado, California. Redevelopment work included all new windows and sliding glass doors, all new interior finishes, new unit HVAC equipment, new unit appliances, and the complete remodel of the clubhouse building.
Hittel DelC,tronodr¡,PCA,C'orrtrtodo,CA,20l5. Mr.Linkleadtheduediligenceteamfortherefinancingof this historic 870,000 sf ,757 guestroom hotel and '11 building complex. The project was a challenge due to the age (significant deferred maintenance), the size of the property, and minimal construction documents. pendrl HoteL, OR, Son D[eqo, CA 2015. Mr. Link lead the plan/document review and new construction monitoring services for the construction of a new 316 guestroom, luxury hotel, located in the Gaslamp Quarter district of downtown San Diego. The project was successfully completed in 20'17 despite some challenges, which included mitigation of contaminated soils, and working within the dense downtown environment.
1020 Prospect, CM, 5on Dtetto CA 10i5. Mr. Link lead the plan/document review and new construction monitoring services for the conversion of an office building into ultra-luxury condominium units.
Tctkedtt Re;eorr,h BuildLnq, Cl'4, Son Drer¡tt, CA ìr)17 Mr. Link lead the plan/document review and new construction monitoring services for the first large scale cross laminated timber building in San Diego.
Other notable Plan Review and Construction Monitoring Proiects:
Westfield UTC Shopping Center, San Diego, CA 2019
Oceanside Beach Resort, Oceanside, CA 2019
Town and Country Hotel Renovations, San Diego, CA2019
Affiliations
American lnstitute of Architects (AlA)
US Green Building Council
IIBEC
Publications
White paper "What you need to know now about EBM" January 13th, 2016 Contact
[email protected]
PARTNER
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PARTNER
Milos Gavrilovic
Assistant Technical Director
Education
Los Angeles Valley College, concentration in Architecture and Engineering Registrations
PMP Certification
OSHA 30-Hour Training for Construction and General lndustry General Contractor License - CA
Highlights
25+ years of experience in all types of construction including commercial, industrial and residential construction
15+ years of experience in commercial, retail and restaurant construction management 8+ years of experience in owner representation
Experience Summary
As Assistant Technical Director of Construction Services for Partner Engineering and Science, lnc. (Partner), Mr. Gavrilovic is directly involved in developing and executing business strategies to achieve short and long- term goals within Parlner construction-related services, including Construction Progress Monitoring (CPM), Document and Cost Reviews (DCR), Contractor Evaluations (CE) and Cost to Complete Reports (CTC). He has scheduled and managed all phases of commercial, residential, and institutional construction projects from preconstruction/design development phase to completion.
Mr. Gavrilovic has 15 years of experience working in the commercial and retail industries with over I years monitoring design, construction progress and budgets through completion for clients such as Southern California Edison, 7-Eleven, McDonald's and Chase Banks. He also has extensive experience in construction documentation, specifications and project team coordination.
Throughout Mr. Gavrilovic's career, he has grown expertise in several areas of construction risk management, including:
. Developing and implementing business plans to improve cost-efficiency. . Evaluating subcontractors and suppliers for all aspects of project development; prepared and negotiated su bcontractors/pu rchase orders.
. Conducting constructability reviews on project documents, plans, and specifications to expedite city permitting and competitive bidding and to also coordinate client vendors. ¡ Planning and facilitating construction project monitoring meetings with owners, architects, engineers, and subcontractors.
o Evaluating and coordinating shop drawings and submittals while continuously maintaining compliance with project specifications.
o Regulating and performing Quality Assurance (QA) and Quality Control (QC) to observe construction work and level of workmanship.
. Resolving issues by providing solutions for the clients and projects team. o lnitiating and participating in numerous value engineering and design modification proposals on various projects to meet clients' budget goals.
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Milos Gavrilovic
Managing, scheduling, and regulating quality assurance and oversaw all phases of commercial, residential, and institutional construction projects, from preconstruction/design development phase to completion.
Successfully integrating a variety of client departments into general contractor's project scope and schedule,
Project Experience
Pomono !nnovotion Viltoge, CA. 120,OOO sq.-ft new 3-story tilt-up located on approximately 7 acres. The Southern California Edison project included heavy civil work and entitlements to Cal Poly Pomona, and was successfully completed with LEED Gold status.
SCE Substatton Westmlnster, CA. Ground-up Control Building for testing and evaluating equipment in a controlled, energized environment simulating real-world circuit conditions. tJnlversity of La Verne, CA. 20,000 sq.-ft new Ground-up cultural center and repurposing of existing student housing.
Sottthern Colìfornio, CA. Multiple McDonald's ground-up and renovations as part of national restaurant programming.
SCE Headquorters Rosemeod, CA.100,000 sq.-ft high-voltage building renovation Contact
mgavrilovi [email protected]
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FORMS AND CERTIFICATIONS
PARTNERO@@O
303
PROPOSAL SUBMITTAL
FAILURE TO COMPLETE ALL ITEMS IN THIS SECTION MAY INVALIDATE QUOTE. ln accordance with your "Request for Quote (RFQ)", the following proposal is submitted to the City of Torrance RFQ Submitted By:
Partner Assessment Corporation DBA Partner Engineering and Science, lnc.
Name of Company
2154W. Torrance Blvd., Suite 200, Torrance, CA 90501
Street Address
31 0-61 5-4500
Telephone Number
Robert Rafanelli, Sr. Director of Construction
Printed Name/Title
-..-, i../¿
Do you have any Subsidiaries? No
Fax Number
rrafanel I [email protected]
City Zip Code
310-870-8621
E-MailAddress
April5,2024
Signature Date
Form of Business Organization: Please indicate the following (check one). ffi Corporation Partnership Proprietorship er:
Do you have a Parent Company? Yes,
(Name of Parent Company)
yss, Partner Energy, Nevada Construction Services, Partner Sitelynx, S
(Name of Subsidiary Company)
X
X
I
304
STATE OF CALIFORNIA
COUNTYOF LOSANGELES
Robert Rafanelli being first duty sworn deposes and says
1. rhat he/she is the Sr Director of Construction
"t F:iffii
ATTACHMENT I
PROPOSER'S AFFIDAVIT
Assessment Corporation DBA
Engineering and Science lnc.
(Title of Office) (Name of Company)
Hereinafter called "proposer", who has submitted to the City of Torrance a proposal for On-Call Desion and Construction Administration Services (Title of RFP)
2. That the proposal is genuine; that all statements of fact in the proposal are true;
3. That the proposal was not made in the interest or behalf of any person, partnership, company, association, organization or corporation not named or disclosed;
4. That the Proposer did not, directly or indirectly, induce solicit or agree with anyone else to submit a false or sham proposal, to refrain from proposing, or to withdraw his proposal, to raise or fix the proposal price of the Proposer or of anyone else, or to raise or fix any overhead, profit or cost element of the Proposer's price or the price of anyone else; and did not attempt to induce action prejudicial to the interest of the City of Torrance, or of any other Proposer, or anyone else interested in the proposed contract;
5. That the Proposer has not in any other manner sought by collusion to secure for itself an advantage over the other Proposer or to induce action prejudicial to the interests of the City of Torrance, or of any other Proposer or of anyone else interested in the proposed contract;
6. That the Proposer has not accepted any proposal from any subcontractor or materialman through any proposal depository, the bylaws, rules or regulations of which prohibit or prevent the Proposer from considering any proposal from any subcontractor or material man, which is not processed through that proposal depository, or which prevent any subcontractor or materialman from proposing to any contractor who does not use the facilities of or accept proposals from or through such proposal depository;
7. That the Proposer did not, directly or indirectly, submit the Proposer's proposal price or any breakdown thereof, or the contents thereof, or divulge information or data relative thereto, to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof, or to any individual or group of individuals, except to the City of Torrance, or to any person or persons who have a partnership or other financial interest with said Proposer in its business.
8. That the Proposer has not been debarred from participation in any State or Federalworks project.
Dated this 3rd 6"u o1 20 24
Signature)
Senior Director of Construction
(Title)
305
Proposal Submittal Continued
Years in business under your current name and
form of business organization?
17 (Fillin)
lf less than three (3) years and your company
was in business under a different name, what
was that name?
nla
(Fill in)
License Requirements
Professional Engineering or Architectural
Licensure by the State of California lssued by:
(Attach Copy)
Copy is attached
Additional Contact lnformation
Please name of the i at ur to a add
Printed Name: Robert Rafanelli
Title: Senior Director of Construction
Telephone: 404-328-7232
E-MailAddress rrafa nel I i @partneresi. com
Addendum
Please indicate the addenda information you have received regarding this RFP Addendum No. Date
Set 1-Q&A 04t04124
Set 2-Q&A 04104124
Set 3-Q&A 04104124
Set 4-Q&A
Addenda were received regarding this RFP
Robert Rafanelle, 4105124
um
No Addenda were received regarding this RFP
other than the Q&As
Robert Rafanelli, 4lj5l24
Terms
The City of Torrance Payment terms are Net 30.
The City does not make pre-payments or pay upon
receipt.
R.R
lnitial
Do you offer any discounted invoice terms?
No
No or Yes (prov¡de details)
10 306
serve asname
Robert RafanelliName
Senior Director of ConstructionTitle:
1200 Ashwood Parkway, Ste. 130Street Address:
Atlanta, GACity
30338Zip Code
470-590-6175Phone Number:
866-928-7418Fax Number:
rrafanelli@partneresi. comE-MailAddress
Please the name of the individual whowillbe for this contract.
Jennifer L. WellsName
Senior Project CoordinatorTitle:
24 Executive Park, Ste. 100Street Address
lrvine, CACity:
92614Zip Code
949-647-0695Phone Number:
866-928-741 IFax Number:
[email protected]
Please the name of the individual who will be for contract.
Chris Cunningham, CCMName:
Managing DirectorTitle
100 Deerfield Lane, Ste. 200Street Address
Malvern, PAc
1 9355Zip Code:
570-728-4103Phone Number:
866-928-7418Fax Number:
ccun ni ng [email protected]
Additional Notes (if any):
11 307
you be using sub-consultants to carry out the scope of work required in this RFP?lf awarded, will No, we will not be using any sub-consultants
lqlhjs project.
Yes, we will be using sub-consultants and
have listed their contact information below
Consultant or Firm Name:
Type of consulting work performed
Street Address:
City:
Zip Code:
Type of work bein g Performed
Please explain the working relationship between
your company and the sub-consultants.
Consultant or Firm Name
Type of consulting work performed:
Street Address
City:
Zip Code:
Type of work being Performed
Please explain the working relationship between
Consultant or Firm Name
r and the sub-consultants.
Type of consulting work performed
Street Address
City:
Zip Code:
Type of work being Performed
Please explain the working relationship
Consultant or Firm Name
between
and the sub-consultants.
Type of consulting work performed:
Street Address:
City:
Zip Code:
Type of work being Performed
explain the working relationship between
your company and the sub-consultants
Please
12 308
Proposal Submittal Continued
Vendor Name: Partner Assessment Corporation dba Partner Enqineerinq and Science, lnc Background and Recent Experience with Similar Projects:
ln the space below, please provide a narrative explaining your background and recent experience with similar projects as the scope of work identified in this RFQ. (Please attach additionalsheet if needed.) Please see main proposal document for background and experience details. 13 309
Pro Submittal Continued
Please attach information regarding your background and recent experience with similar projects as the scope of services identified in this RFP. This information should reflect those projects indicated in your the background qualifications. lnformation should include the following:
Project Description Overview
Project Agency/Owner
Duration of Design Period (total count of months
or years from start to competition)
Project Timeline (total count of months or years
from start to competition)
Complete Project Scope
Project Scope (vour firm's portion of work)
Estimated Project Cost to construct
Actual Project Cost to construct
Project Contact (please confirm contact
information is current prior to submitting)
o Name
r Address
. Phone Number
. Email Address
14 310
Proposal Submittal Continued
Vendor Name: Partner Assessment Corporation dba Partner Enqineerinq and Science, lnc.
Work Plan for Each Required Task:
ln the space below, please provide a narrative explaining your background and recent experience with similar projects as the scope of work identified in this RFQ. (Please attach additional sheet if needed.) 15 311
Proposal Submittal Continued
Vendor Name: PartnerAssessment Corporation dba Partner Engineering and Science, lnc.
Firms submitting submittals should meetthe following minimum qualifications. Please answer "yes" or "no", ar'ìd include an explanation, as needed.
1. Respondent has a liability insurance policy with a policy limit amount as required on the Sample Consulting Services Agreement or a statement from their broker that the Respondent can have such insurance in place after notice of award.
I Yes No
2. Respondent has a current workers' compensation insurance policy as required by the Labor Code or is legally self-insured pursuant to Labor Code section 3700 ET. Seq. or is exempt because Respondent has no employees. Respondent has continuously had workers' com pe nsation insu rance or state-approved self-insurance.
I v"" No Exempt
3. Respondent has an automobile liability insurance policy with a policy limit per claim amount consistent with the Sample Consulting Services Agreement or a statement from their broker that the Respondent can have such insurance in place after notice of award.
Yes No
4. At any time during the last five years, has your firm, or any of its owners or officers been convicted of a crime involving the bidding, awarding or performance of a government contract or agreement? Yes No
5. ls your firm currently in a bankruptcy case, in Chapter 1 1, an applicant for Chapter 11, or an adjudicated bankrupt?
Yes M*o
6. Does the ConsultanVfirm have any existing or potential conflicts of interest with the City? Yes* d7h ruo
*lf yes, attach a statement detailing the conflicts of interest. 16 312
Proposal Submittal Continued
Vendor Name: , lnc.
References:
Please supply the names of companies/agencies for which you recently supplied comparable goods/services as requested in this RFQ. A minimum of three (3) references is required; additional references are optional.
References from public agencies are preferred. Do not include the City of Torrance as a reference for this RFQ,
Pe rform ed Owner's Rep-Constru ction Ma nagem e nt
Services for Rutgers Student Living Community at78
Easton Ave, New Brunswick, NJ (1212020).
1 Name of Company/Agency:
Street Address
City, State, Zip Code
Name of Person to Contact:
Email Address of Contact:
Phone Number of Contact:
CDG Management Services, LLC
7711 Bonhomme Avenue, Suite 625
St. Louis, MO 63105
Tim VanMatre/
tvanmatre@col leg iatedevelopm ent. com
314-488-4477
What Product/Service did you provide
to this Company/Agency?
Lincoln CapitalName of Company/Agency:
16415 Addison Rd Ste 850Street Address
Addison. Texas. 75001City, State Zip Code
Full Owners representation, including pre-construction
services through Scope creation, bidding, leveling and
award, and complete project oversight through constru
tion to project turnover and certificate of occupancy.
What ProducVService did you provide
to this Company/Agency?
James E. Robertson, Founder & Chief Risk OfficerName of Person to Contact:
Phone Number of Contact: t (214\ 764-0095 c (972) 849-5370 2 Email Address of Contact: James@l incolncapitalgroup.com Name of Company/Agency: CBRE Public lnstitution and Education Solutions 2100 Mckinney Ave Ste 1250Street Address
Dallas, Texas, 75201City, State Zip Code:
ldentify Deferred Maintenance, 1O-year Capital
Spending Plan and Planning for Real Estate
Consolidation.
What ProduclService did you provide
to this Company/Agency?
Name of Person to Contact Michael B. McShea, Executive Vice President 202-585-5775Phone Number of Contact:
m [email protected]
3 Email Address of Contact:
17 313
Proposal Submittal Continued
Consultants are required to answer each of the questions listed below. You must indicate below that you have provided this information in your proposal submittal. You must attach additional sheets to your RFP submittal describing in detail the service you are proposing. lndicate what page in your
proposal you have answered this
question.RFP Submittal Ghecklist
VI Yes n ruoDid you review all attachments, including the Sample Consulting Services Agreement, as part of this RFP?
M ves n ¡loDid you include a signed Affidavit Form with your RFP Submittal? Vl Yes fl NoDid you include proof of Professional Engineering or Architectural Licensure by the State of California?
Ø ves ! ¡¡oDid you complete a proposalas described in the RFP Requirements? Vl Yes fl NoDid you include all addenda if any issued by the City? ØyesnNoDid you include References?
MI Yes ! ¡¡oDid you complete allthe sections?
Ø yes [ ¡¡oDid you attach additional sheets to answer the Background and Recent Experience with Similar Projects information of this RFP? MvesnruoDid you include resumes of the appropriate qualified candidates? Vl Yes fl ttoDid you provide proof of ability to comply with the applicable codes to this project and how you will ensure compliance?
18 314
Proposal Submittal Continued
By signing the price quote below, the contractor
confirms that the price quoted includes all of the
req uirements listed in this uest for Quotation
By
(Signature)
Printed Name
Robert Rafanel
Company
Partner Assessment Corporation DBA Partner Engineering and Science lnc.
StreetAddress
2154 W. Torrance Blvd.. Suite 200,
City, State, Zip
Torrance, CA 90501
Telephone 310 -61 5-4500
E-Mail
rrafanel I i@partn eresi. com
Date: 4105124
The City standard terms are Net 30. Do
you offer discounted lnvoice Terms? Yefl trto, lt
what are your lnvoice Terms: Net 30
City of Torrance Business License #
BL-LlC-021875
Prior to the award of a Purchase Order, you are
required to have a City of Tarrance Business
License if your company is located in the City of
Torrance: will physically be working in the City of
Torrance; or will be using your own vehicles to
deliver to the City of Torrance. For additional
information and licensing requirements, p/ease
contact the City of Torrance Buslness License
Office at (310) 618-5923.
Partner is also certified as a Local Business
Enterprise in Los Angeles.
19 315
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Company 0etalls
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1t512027
Certfflcatlon Number
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Certlflcatlon Dåte
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City of Los Angeles
1t512022
12t1612021
Betsy M¡ller
vsrlfledWBE: W0MEN-oWNED BUSINESS
EN'TERPRISE
CITY OF LOS ANGELES
Clty of Los Ang€lå6 (http6¡/rww.l.clty.org)
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A SERVICE BROUGHT TO YOU BY
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O copyright 2024 City of Los Angeles. All righls reserved. 0iscla¡ m år { http | //d lsclalmêr.lacity.orqldisclå i mor. htm ) . Privacy ( http: //dlsc laimêr.lâcity.orq/prl vacy.htm } . R All P Support PROIURE]\4ENT
Al'lûELES
OFFICE OF
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317
APPLICATION FOR
PUBLIC \ryORKS CONTRACTOR REGISTRATION
Registration I nformation
STATE OF CALIFORNIA
Type: Public Works
Period: 07 /0L/2022 06/30/2025
Contractor I nformation
Contractor Name: PARTN ER ASSESSM ENT CORPORATION
Trade Name: PARTNER ENGINEERING AND SCIENCE, lNC.
License Type Number: 1000034563
Department of
lndustrial Relations
Contractor Physical Add ress
Physical Business Country: United States of America
Physical Business Address: 2154 TORRANCE BLVD. STE 200
Contractor Mailing Address
Mailing Country: United States of America
Mailing Address: 2154 TORRANCE BLVD. STE 200
Contact lnfo
Daytime Phone:
Mobile Phone:
Physical Business C¡ty/ TORRANCE
Province:
Physical Bus¡ness State: CA
Physical Business Postal 9050L
Code:
Mail¡ng City /Province: TORRANCE
Mailing State: CA
Mailing Postal Code: 90501
Daytime Phone Ext.:
Business Email: [email protected]
Applicant's Email: [email protected]
Reg¡stration Services:: Page 1 of 2 6ltsl2oz2 6:51:35 AM 318
Workers' Compensation
Professional Employer Organization (PEO)
Do you lease employees through Professional Employer Organization? No Workers' Compensation Overview
Carrier: The Continental lnsurance
Company
Policyholder Name: PARTNER ASSESSMENT
CORPORATION
Policy Number: 60817 63143
lnception Date: Ogl27 /202I
Exp¡ration Date: September 27, 2O22
Certification
Yes lcertifythatldonothaveanydelinquentliabilitytoanemployeeorthestateforanyassessmentofback wages or related damages, interest, fines, or penalties pursuant to any final judgment, order, or determination by a court or any federal, state, or local administrative agency, including a confirmed arbitration award I certify that the contractor is not currently debarred under Section 1777.I ot under any other federal or state law providing for the debarment of contractors from public works.
Yes lcertifythatoneofthefollowingistrue: (1) lamlicensedbytheContractorsStateLicenseBoard(CSLB) in accordance with Chapter 9 (commencing with Section 7000) of the Business and Professions Code; or (2) my business or trade is not subject to licensing by the CSLB.
I understand refunds are not authorized
l, Paula Cole, the undersigned, am , PARTNER ASSESSMENT CORPORATION with the authority to act for and on behalf of the above named contractor. I certify under penalty of perjury that all of the above information provided is true and correct. I further acknowledge that any untruthful information provided in this application could result ¡n the certification being canceled.