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HomeMy WebLinkAboutItem 23 - Moving and Storage Services for the Main Library and Newhope LibraryLibrary www.santa-ana.org/library Item # 23 City of Santa Ana 20 Civic Center Plaza, Santa Ana, CA 92701 Staff Report July 18, 2023 TOPIC: Approve Agreement for Moving and Storage Services for the Main Library and Newhope Library Capital Improvement Projects AGENDA TITLE Approve Agreement with Inland Moving and Storage Co., Inc. dba Burgess Moving and Storage to provide Moving and Storage Services for the Main Library Transformation Project and Newhope Library Renovation Project, in an Amount not to Exceed $223,924 (Specification No. 23-058A) (General Fund and Non -General Fund) RECOMMENDED ACTION Authorize the City Manager to execute an agreement with Inland Moving and Storage Co., Inc. dba Burgess Moving and Storage to provide moving and storage services for the Main Library Transformation Project and Newhope Library Renovation Project in an amount not to exceed of $223,924 including a 10% contingency amount of $20,357, for a term beginning July 18, 2023 and expiring December 31, 2025, with provision for one, one-year extension, subject to non -substantive changes approved by the City Manager and City Attorney. DISCUSSION Quality library services are a key indicator of a community's overall health and wellness. Utilizing a high -quality moving and storage firm will help ensure the Library's collections are protected, secured, and readily available to the public upon reopening of the Main and Newhope Libraries after the respective Transformation and Renovation Capital Improvement Projects are complete. Once complete, residents will enjoy an enhanced and expanded network of library locations and services along with an improved quality of life throughout Santa Ana. On April 13, 2023, the Purchasing Department and Library Services Agency released Request for Proposal (RFP) 23-058A, by which it sought proposals from qualified firms to provide moving and storage services for two Library capital improvement projects - the Main Library Transformation and Newhope Library Renovation. (Exhibit 1). The scope of services includes the management of moving services, the relocation of Library collections and selected furniture, temporary off -site secure storage, and the provision of all packing materials. Approve Agreement for Moving and Storage Services for the Main Library and Newhope Library Capital Improvement Projects July 18, 2023 Page 2 The RFP was advertised on PlanetBids, the City's online bid management and publication system. A summary of the RFP and proposals received is as follows: 505 Vendors notified 1 Santa Ana vendor notified 26 Vendors downloaded the RFP packet 11 Proposals received 0 Proposals received from Santa Ana vendors Eleven Proposals were received by the RFP deadline on May 10, 2023, opened, and six (6) proposals were deemed to be responsive to the RFP specifications. Based on the criteria outlined in the RFP, the following summarizes the results from firms that submitted responsive proposals and their rankings: Firm City Rank Inland Moving and Storage Co., Inc. Riverside, CA 1 MEK Enterprises, Inc. San Diego, CA 2 Penn Relocation Services Anaheim, CA 3 Johnson Commercial Solutions Inc. San Marcos, CA 4 S and D Moving Services Inc. Spring Valley, CA 5 Crown Worldwide Moving and Storage, LLC Mira Loma, CA 6 Staff recommends awarding an agreement to the highest -ranked firm, Inland Moving & Storage Co., Inc. dba Burgess Moving and Storage (Exhibit 2). Their proposal demonstrated a high degree of technical competence and experience performing comparable services on projects of similar sizes for other government agencies. The firm was able to demonstrate a clear understanding of the project components and provide a cost-effective approach to the Library's needs, providing the best overall value for the City. FISCAL IMPACT The current fiscal year funding is available in the FY 23-24 budget and any remaining balances not expended at the end of the fiscal year will be presented to City Council for approval of carryovers to FY 24-2 5 . Fiscal Year Accounting Unit- Account # Fund Description Accounting Unit, Account Description Amount Library — Service 2023-2024 01111017-62300 GENERAL FUND Enhancement; Contract $49,091 Services Professional CANNABIS Library Youth Services; 2023-2024 01211020-62300 PUBLIC Contract Services $51 , 383 BENEFIT FUND Professional Approve Agreement for Moving and Storage Services for the Main Library and Newhope Library Capital Improvement Projects July 18, 2023 Page 3 Library — Service 2024-2025 01111017-62300 GENERAL FUND Enhancement; Contract $46)288 Services Professional Library — Service 2025-2026 01111017-62300 GENERAL FUND Enhancement; Contract $775162 Services Professional TOTAL $223,924 EXHIBITS) 1. Location Map 2. Agreement Submitted By: Brian Sternberg, Executive Director of Library Services Approved By: Kristine Ridge, City Manager G;.R0E Lq = ROVE BLvD 1 . NEWHOPE LIBRAI o" fn RENOV TION PR( ■ 1 S ti. 1 •• T 1 I WC FAaDrh 1 I I : ,• . 1 1 Di'A C-._ - AV 1 r to r I 1 1 1 •� •1 1 0 - PROJECT LOCATIONS EXHIBIT 1 EXHIBIT 1 SANTA ANA , o O RAPVQ CIL MAIN LIBRARY & NEWHOPE LIBRARY PWA MOVING & STORAGE SERVICES \ PUBLIC WORKS AGENCY / AGREEMENT WITH INLAND MOVING & STORAGE CO, INC., II A. BURGESS MOVING & STORAGE FOR MOVING .AND STORAGE SERVICES FOR THE SANT ANA LIBRARY THIS AGREEMENT is made and entered into on this 18th day of July, 2023 by and between Inland Moving & Storage Co,, Inc., a California corporation dba Burgess Moving & Stowage ("Contractor"), and the City of Santa An, a charter city and muni Ana, cipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On April 17, 2023, the City issued Request t for Proposal (RFP) No, 23-058A,fey which City sought a contractor having special shill and knowledge in the field of moving and storage services. B. Contractor submitted a responsive proposal that was selected by the City. Contractor represents that it is able and willing to provide the services described in the scope of work that was included in RFP 23-058A. C. In undertal ing the performance of this Agreement, Contractor represents that .it is knowledgeable in its field and that any. s rvie s performed by Contractor under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. .NOW THERE,FOR , in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set.forth, the parties agree as follows: 11 SCOPE OF SERVICES Contractor, during the term of this Agreement, -shall perform the services described in the scope of wort that was included in , FP No. 3-0A., which is attached as Exhibit A and incorporated in full, and as further described in Contractor's Proposal and addenda, which is attached as Exhibit B and incorporated in full. . COMPENSATION a. City agrees to pay, and Contractor agrees to accept as total payment for its services for City, the rates and charges identified in the fee proposal, which is attached as Exhibit C and incorporated in full. The total amount to be expended during the turn of this Agreement shall not exceed Two Hundred Twenty -Three Thousand, Nino Hundred Twenty -Four Dollars and Zero Cents $2 ,9 . This sum is comprised of 1 the base amount of 2 0 3 ,5 67, and a 1 % contingency in the amount of 0,3 5 7 for additional services at the City's sole discretion. b. Payment by City shall be made within Forty-five days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Page I of 2939v1 c. Payment creed not be made for work that fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. TERM This Agreement shall commence on the date first written above and terminate on December l , 2025. The City shall have the option to renew this Agreement for no more than one 1 additional one-year terra, exercisable by a writing by the City Manager and the City Attorney, sunless terminated earlier in accordance with Section 15, below. INDEPENDENT CONTRACTOR Contractor shall, during the entire terra of this Agreement, -be construed to be an independent Contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Contractor performs the services which are the subject matter of this Agreement; however, the services to be provided. by Contractor shall be provided in a manner consistent with all applicable standards and regulations governing such services. Contractor shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP of MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, , which are prepared or caused to be prepared by Contractor under this Agreement ("Documents ents & Data"). Contractor shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Contractor represents and warrants that Contractor has the legal right to license any and all Documents & Data. Contractor makes no such representation and warranty in regard to Documents & Data which were provided to Contractor by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement sh all be at City's sole risk, . INSURANCE Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the Contractor;, his agents, representatives, employees or subcontractors. a, Minimum Scope and. Limit of Insurance Page 2 o#' Coverage shall be at least as broad as: (t) Commercial General Liability C: Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily -inlury and personal advertising injury with limits no less than $1,000,000 per occurrence. If a general aggregate limit applies, either the -general aggregatelimit shall apply separately to this project/location (ISO CG 25 03 or 25 04)or the general aggregate limit shall be twice the required occurrence limit, (2) Automobile Liability; ISO Form lumber CA 00 01 covering any auto (Code 1), or if Contractor has no owned autos, bared (Code , and non -owned autos (Code , with a limit no less than $1,000,000 per accident for bodily mnjury and property damage. (3) Workers' Compensation: as required by the State of California, with Statutory Limits, and Employer's Liability Insurance- with limit of no less than $1,000,000 per accident for bodily injury or disease. (4) Broader Coverage: if the Contractor maintains broader coverage and/or higher limits than the minimums shown above, the City requires and. shall be entitled to the broader coverage and/or the higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum 1i its of insurance and coverage shall be available to the City. b. Other Insurance Provisions . (t) Additional An red Status:- The. City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Contractor 'including materials, parts, or equipment fished in connectionwith such work or operations. General liability coverage can be provided in the form of an endorsement to the Contractor's insurance at least as broad as ISO Fonn CG 201011 85 or ifnotavailable, through the addition o both CG 20 103 CCU 20 265 CG 20 33, or CG 20 3 ; and CG 2037 if a later edition 'is used). (2) Primary Coverage: For any claims related to this contract, the Contractor's insurance coverage shall be pri'ma.ry coverage at least as broad as ISO CG 20 0104 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Contractor's insurance and shall not contribute with it. Wage 3 of (3) Notice of Cancellation: Each insurance policy required above shall provide that coverage shall not be canceled, except with notice to the City. (4) Waiver of S uhrogation: Contractor hereby grants to City a waiver of mi0 ght to subrogation that any insurer of said Contractor may acquire against the City by virtue of the payment of any loss under such insurance. Contractor agrees to obtain any endorsement that may be necessary -to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer. (5) Self -Insured Retentions: Self -insured retentions must be declared to and approved by the City, The City may require the Contractor to purchase coverage with a lover retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses ithin 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. (6) Acceptability of Insurers: Insurance is to be placed with insurers authorized to conduct business 1n the state with a current A.M. st's rating of no less than A: VII, unless otherwise acceptable to the City. (7) Claims Made Policies,.- If any of the required policies provide claims -Meade coverage: i. The retroactive date must be shown, and inu t be before the date of the contract or beginning of contract work. ii. Insurance must be maintained and evidence of insurance Lust be provided for at least five years after completion, of contract work. 111, If coverage is canceled or non -renewed, and. not replaced with another claims -made policy form with a retroactive date prior to the contract effective date, the Contractor must purchase "extending reporting" coverage for a minimum of five years after completion of work. (8) Verification of Coverage: Contractor shall furnish the City with original Certificates Insurance ,includin2 all required amendatory endorsementsr covies of the licable -policy language efectin coverage requiredbv this clause) and a copy of the Declarations and Endorsement Page oft e CGL policy listing alloohey endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor's obligation to provide then. The City reserves the right to require complete, certified copies of all required insurance polreies,including endorsements required by these specifications, at any time. Page 4 0f (9) Subcontractors: Contractor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors. (10)Special Disks or Circumstances: City reserves the right to modify these requirements, including limits, based on the nature of therisl , prior experience, insurer, coverage, or other special circumstances. 7. INDEMNIFICATION Contractor agrees to defend, and shall indemnify and hold harnless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: 1 for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out off'claims for personal injury, including death, and claims for property damage, which may ase from the negligent operations of the Contractor, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and 2 from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the tens of, or effects, arising from this Agreement. The Contractor further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of -this Agreement, or asserting that personal injury, darnages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Contractor's services are sul ect to Civil Code Section 27 2. , the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Contractor. INTELLECTUAL PROPERTY INDEMNIFICATION MNIFICATION Contractor shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright inftirrg rnent, including costs, contained in the work product or documents provided by Contractor to the City pursuant to this Agreement. . RECORDS Contractor shall keep records and invoices in connection with the work to be performed under this Agreement. Contractor shall maintain complete and accurate records with respect to the costs incuffed under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three years, or for any longer period required by Page 5 of 290 8 vl law, from the date of final payment to Contractor under this Agreement. All such records and invoices shall be clearly identifiable. Contractor. shall allow a representative of the City to examine, audit, and male transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Contractor shall allow inspection of all work, data., documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Contractor under this Agreement. 1. CONFIDENTIALITY If Contractor receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Contractor agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the sane degree of ease it uses to protect its own information of life importance, but in no event less than reasonable care.. "Confidential Information" shall include all nonpublic infonnation. Confidential information includes not only written information, but also information tran feffed orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary anchor agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that a has been disclosed in publicly available sources; (b) i , through no fault of the Contractor disclosed in a publicly available source; c .is in rightful possession of the Contractor without an obligation of confidentiality; d is required to be disclosed by operation of law; or e is independently developed by the Contractor without reference to infortnation disclosed by the City. .11. CONFLICT OF INTEREST CLAUSE Contractor covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 12, NON-DISCRIMINATION Contractor shall not discriminate because of grace, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or otheremployment related activities or any services provided under this Agreement. Contractor affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations, 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Contractor, and supersedes any and all other agreements, oral or written, between the parties. I the event of a conflict between the tens of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument Page 6 of 29 89vl signed by the City and by an authorized representative of Contractor, The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terins and conditions hereof, shall not bind or obligate Contractor -or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone aging on behalf of any party, which is not embodied herein, 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Contractor, Contractor may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without. the City's prior written consent shall be considered null and void, Nothing in this Agreement shall e construed to limit the City's ability to have any of the services which are the .subject to this Agreement performed by City personnel or by other Contractors retained by City. 15, TERNUNATION This Agreement may be terminated by the City upon thirty o days written notice of tern-iination. In such -event, Contractor shall be entitled to receive and the City shall pay Contractor compensation for all services performed by Contractor prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Contractor to deliver to the City all work product(s) completed as of such elate, and in such case such work product shall be the property of the City unless prohibited by law, and Contractor consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for wort that fails to meet the standard of performance specified xn the Recitals of this Agreement. 1. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this' Agreement shall be effective unless it is in writing and signed by the party waiving the reach, failure, right or reedy. t o waiver of any breach, failure or right, or remedy shall be deemed a warier of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This .Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laves of the State of California.. Both parties furthers agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise -out of, in connection with or by reason of this Agreement. Pageof 18, PROFESSIONAL LICENSES Contractor shall, throughout the terra of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of Califon a., the City of Santa Ana and all other governmental agencies. Contractor shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cue for termination of this Agreement. 19, NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall., be deemed to be properly given if delivered in person or mailed by ffft class or certified nail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Clerk of the City Council City of Santa Ana. 20 Civic Center Plaza. M- o P.O. Box 19 Santa Ana, CA 92702-1988 Fax: 71 - 6 7-69 6 With courtesy copies to; Executive Director, Library Services Agency City of Santa Ana 26 Civic Center Plaza(M-75) Santa Ana, California 92701 Fax: 71 6 7- 291 To Contractor: Inland Moving & Storage, Co., Inc., dba. Burgess Moving & Storage Attn: 'Torn Burgess, President PO Box 5547 1625 Iona Ave. Riverside, CA 92 17-- 4 7 Pax: 9 1) 369-1880 A party may change its address by giving notice in writing to the other Party. Thereafter, any eonun nication shall be addressed and transmitted to the new address. If sent by nail, communication shall he effective or deemed to have been given three 3 days after it has been deposited in the United States nail, duly registered or certified, with postage prepaid, and Page of 9ov� addressed as -set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. NUSCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power,, authority and n'orht to bind their respective parties to each of the terms of it� this Agreement and shall indeinn-ify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. The Agreement is the final and complete agreement and any prior or contemporaneous agreements for similar sex -vices between the pat -ties is superseded by this Agreement. This shall n6,,)ot apply where the Parties are currently engaged and Contractor is providing set -vices not contemplated by this Agreement. C. All Exhibits referenced herein and attached hereto shall be incorporated as if ftilly set foith in the body of this Agreement. M WITNESS WHER-EOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST. - Jennifer L, Hall City Clerk APPROVED AS TO FORM: SONIA R. CA-RVALFIO City Attorney By: BfandronSalvatierra Deputy City Attorney RECOMMENDED FOR APPROVAL: Brian Sternberg) Executive Dired Library Services gency CITY OF SAl TA ANA Kristine Ridge City Manager CONTRACTOR: W 6�ues S Tim Burgess (JuY119, 2023 12:43 PDT) Tim Burgess President Page 9 of 9 #290389vt EXffiBIT A CITY OF SANTA ANA EXHIBIT | SCOPE OF SERVICES Contractor shall perform services as set forth below. A. GENERAL SCOPE: 1. Contractor shall deliver, set-up, and pick -Lip storage boxes/containers. The Contractor will provide all oquiprneni, oupo1ioe, eteff, and supervision necessary to set storage boxes/containers in place as well as namoms| of storage boxes/containers. 2. Contractor shall provide asecure offsite storage solution for all items removed from both libraries. 3. City representative will coordinate with the Contractor the finalized date. ((rne, and placement location ofboxes/storage containers. 4. Contractor shall assign o Project Maneger, who will be present on -site during the relocation activities. 5. All Contractor personnel shall be dressed in standardized uniforms with identification badges at all times aafurnished/ieaued by the Contractor at its cost. 6. The Contractor's workforce shall consist of full-time professional moving personnel who are experienced with Moves of similar size and scope. 7. All drivers ofContractor's trucks shall be required to befully licensed as required bythe State of California. Additionally, Contractor shall ensure that: a. Contractor trucks shall be locked at all times, and staged insecure areas, except when being loaded orunloaded, b. Any vehicle operated by the Contractor or their personnel shall be maintained in accordance with the |avve of the State of California, the rules and regulations of the California Highway Patro|, and all other app||oebka /ooa|, staie, and federal |avvs. regulations, and ordinances. 8. Contractor shall be fully responsible for all fees, licenses, and permits, and any other charge that may beincurred osaresult ofthis contract. 9. Contractor shall implement a color -coded location/labeling system, including color -code plans and m/gnage. 10. Upon relocation of furniture and collections beck to the Library sites, Contractor shall post directional signage as needed. The City will supply sufficient floor plans for Contractor to post. in strategic areas on the floors. 11. Contractor shall leave destination locations in "broom o/een^ condition at the end of each relocation. 12.Contractor shall be fully responsible for any damage toCity property, buildings, orgrounds eaa result of its operation. Should the Contractor fail to make repairs orreplacements promptly and to the satisfaction of the City, the City shall make the repairs orreplacements and chargethe Contractor bwdiminution ofpayments due tothe Contractor. 13. Building protection of floors, dooms, vvaUs, elevators, etc.: The Contractor shall provide, install and remove full protection of Library walls, administration offices, |obbieo, corridor floors, systems furniture, doonways, e|evetors, and any other protections at point of origin and final destination. RF7zNo. 23'058 Library Moviog and Storage Services Page y7of4O CITY OF SANTA ANA The Contractor shall be liable for any damage caused by installation or removal of building protections. 14. When new vinyl flooring systems and/or carpet have been installed, the Contractor shall ensure that the floor protection is in place prior to placing any more carts, dollies, etc. onto the newly finished surfaces. Protection shall ensure that no dents or streaks occur on the new floor finish at the completion of the relocation (moving) services. B. NEWHOPE LIBRARY PROJECT SCOPE. - Circulating and Non -circulating General Collections: Contractor shall move and store the Library's circulating and non -circulating collections, including, but not limited to, approximately 40,000 volumes of children, adult, and oversized books and audiovisual materials such as DVDs and CDs. 2. Shelving and Furniture: Approximately 5% of existing shelving will be included in the project scope. All furniture items shall be included and must be moved and stored by Contractor. This includes public -area seating, tables and chairs. The City will ensure that furniture pieces are disconnected from electrical sources. I Technology: Larger -sized equipment, including printers, a self -check station, security gates, and a laptop dispensing kiosk, shall be included in the project scope. Some desktop computers and other smaller pieces may also be included. 4. Packing: Packing of the Library's circulating and non -circulating collections and materials will be done by City staff, but Contractor must provide all boxes. Contractor must also ensure that boxes containing the collections are kept and stored in the sequence provided by staff to allow for items to be reshelved in a timely manner. 5. Schedule: Deliver Packing Library Closure Relocation to Storage Duration Relocation to Materials Storage Library October 2023 November 2023 November 2023 Nov. 2024-June 2024 June 20-24 Note: Dates are tentative and are subject to change based on construction timeframes. C. MAIN LIBRARY PROJECT SCOPE: 1. Circulating and Non -circulating General Collections: Contractor shall move and store the Library's circulating and non -circulating collections, including, but not limited to, approximately 100,000 volumes consisting of children, adult, and oversized books and audiovisual materials such as DVDs and CDs. 2. Local History Room: Approximately 700 archival boxes with collections and other ephemeral items, 6,400 microfilm reels, contents of five (5) filing cabinets, seven (7) carts containing oversized books, three (3) carts containing oversized maps, 44 oversized exhibit portraits and 11 oversized photo frames shall be moved and stored by Contractor. RFP No. 23-058 Library Moving and Storage Services Page 18 of 40 CITY OF SANTA ANA I Bookmobile Collection: Relocate Bookmobile collection of approximately 8,000 books and audiovisual materials to the Newhope Library, 122 N. Newhope Street upon closure of Main Library. 4. Shelving and Furniture: No shelving is included. However, Contractor shall be required to move and store some miscellaneous furniture items, including a piano, several newer storage cabinets, a large maker table and stools, and no more than 25 book carts. 5. Technology: Larger -sized equipment, including multifunction devices, self -check stations, security gates, a laptop dispensing kiosk, a mobile device charging station, and two (2) arcade machines, shall be included in the project scope. 6. Artwork and Fragile Items , The Main Library has several pieces of artwork, including a lame painting, an antique vase, and a wall -mounted display case that must be specially packed and stored. Contractor shall do the packing of all items designated as fragile. 7. Packing: Packing of the Library's circulating and non -circulating collections and materials will be done by City staff, but the Contractor must provide all boxes. The Contractor shall also ensure that boxes containing the collections are kept and stored in the sequence provided by staff to allow for items to be reshelved in a timely manner. 8. Mandatory Pre -Bid Walkthrough: Staff will label all miscellaneous non -collection items, including furniture and technology -related items that need to be moved. These items will be marked and visible during the mandatory pre -bid walkthrough. 9. Schedule: Deliver Packing Library Relocation to Storage Storage Duration Relocation to Materials Closure and Newhope Library Library I\p2024A ril ay 2024 May 2024 July 2024-Oct. 2025 October 2025 Note: Dates are tentative and are subject to change based on construction timeframes. RFP No. 23-058 Library Moving and Storage Services Page 19 of 40 EXHIBIT B BURGESS MOVING &STORAGE northAmerican 13H AN LINES April 30, 2023 Maria Castro Senior Managcment Analyst City of Santa Ana Library Services Agency 26 Civic Center Plaza Santa Ana, CA 92701 RE- RFP No. 23058A (Library Moving and Storage Services) M M. Castro, Thank you for the opportunity to submit our bid for RFP No. 23058A (Library Moving and Storage Services). We believe that our submittal includes everything required by the City of Santa Ana. Please let us know if you have any questions or coricems. Than you, 134�v Nathan Doyel, Estimator Tim Burgess, President 1625 Iowa Ave. P.O. Box 5547 Riverside, CA 92517-5547 (951 - )682-4300 (800) 562-5700 FAX (91 9-1880 SERVICES PROVIDED Inland Moving and Storage Co., Inc., doing business as Burgess Moving and Storage, hereafter referred to as "Burgess," was incorporated in 1955 and has provided moving services i Southern Califomia for over 65 years. Burgess has extensive experience providing office moving and library moving services, and we have an 80,000 square -.foot tilt -up concrete warehouse in Riverside, California with available space to store the Main and I ewhope library books, furniture, and other items. Burgess also maintains a large stock of packing material and other materials needed to move the Main and Newhope Libraries safely and effectively, and we can provide those materials to the City of Santa Ana on short notice. burgess has intends to provide these services for -the City of Santa And as outlined in the Proposed Fork Plan below. AGREEMENT STATEMENT Burgess has reviewed the provisions contained in EXHIBU I1— Sample Agreement and we concur with them. FIRM AND TEAM EXPERIENCE Firm Overview Inland loving and Storage Co., Inc. was incorporated in 1955 in the State of California and has served Riverside and San'Bernardino ernardino Counties continuously for over 65 years, Since 1987, we have done business as .Burgess Moving and Storage. The company has operated under the same ownership and management for 36 years, beginning in 1987. Burgess Moving and Storage is a C Corporation. Burgess does not hold controlling or financial interest in other organizations and is not owned by any organization. All outstanding shares of the corporation are awned by Tim burgess. Burgess is not and has not been party to any lawsuit or litigation related to any public project in the last 20 years. Burgess' officers are as follows: o 'Tim Burgess, President Active since 1987 o Ed Coelho, Secretary and Treasurer Active since 1998 Burgess' management team is as follows: o Tim Burgess — Owner (36 years with Burgess o Ed Coelho — General Manager 24 years with Burgess) o Toni Whitmore — Operation Manager 25 years with Burgess) o Nathan Doyet — Commercial Estimator (18 years with Burgess) Burgess is licensed by the California Buxeau. of Household Goods & Services as a .household goods carrier, Our BG4S license number is T-56647. Burgess is registered with the Department of Industrial Relations. Our .I..1R number is 1000032129. Burgess is certified by the California DGS as a Beall Business. ess. Our SB Certification number is 9412, Personnel and Resource Allocation to the City of Santa Ana Burgess will a 'sig . Nathan I oyel as project manager for the Main Library and Ne vho e It Library projects. Tom Whitmore will work with him to assist in the management ofthe project and allocation of employee and equipment resources. Burgess will allocate p to (12)men and truck per day, as well as all necessary equipment and supplies, for the execution of moving services for these .projects. All crew and equipment will b dispatched from ou r warch use at 1625 Iowa Ave, Riverside, CA 92507. This warehouse is protected with a security alarm and fire sprinklers, and all Library property will be stored at this location. Prior Experience on Similarly -Sized Projects Downey City Library Burgess completed a large project for the Downey City Library - in 2 019 and 2 020, The project was of similar size and scope as the Santa ,Ana Main Library project, and Lathan Doyol was the project manager for the job. The move was accomplished, on very short notice and within an extremely light time frame to meet the City of Downey'Downey's scheduling requirements. The job consisted of moving approximately 10 ,000 voles es book boxes) to the C ity 's storage site withing the City of Downey, as well as dismantling and disposing of all library shelving and all library furniture at a landfill site. The entire move -out was acoo .plished within three days, May , 2019. The move back was accomplished in two days, October 26 & 275 2020. The City of Downey was extremely e.ly happy with our services, and the it 's project manager, Kathleen ' an Raay, wrote a glorying letter of recommendation (see attached reference lete.rs). Riverside Law Library Burgess completed a large project for the Riverside Law Library. 'chile the project included fewer volumes than the Downey City Library and the Santa Ana Main Library,'the move was more complicated and challenging. The entire collection (estimated 50,000 books) was transferred to library carts, moved to BurgcsS9 warehouse and stored in multiple phases while the library was remodeled. Burgess handled the unshelvig and reshelving of the books for the library. Burgess also disassembled, moved, and storedon-site most of the library furniture and shelving. g Lathan Doyel was the project manager for the job, and the It J A was completed over the course of several months in 2 022, with the moving phases lasting 1 -2 days- each, In addition to these moves, Burgess has performed numerous other library .moves of varying sizes and scopes..l el ow is a partial listing of libraries B urgess has provided services for. Riverside County Library System o Norco Library o Sun City .I-ibary o Wooderest Library o Iuvir Library o Canyon Lake Library San Bernardino County Library o Big Bear Library o `prona Library nI' ersity o California iversi e-Library multiple moves Dozens of K-12 libraries PROPOSED WORK PLAN + Burgess will provide the following services for the 1 ewhope Library project iR accordance with Exhibit I --R Scope of Services: Provide l o0 autobottoin boxes for the Library staff to use in packing books, .of io supplies, and other ite s..Pa l ing material will be delivered several months prior to. the move to allow adequate time for Library staff to pack. Provide speed packs and .pallets at the time of the move for oversized items and boob, boxes, Provide moving labor & equipment to move bones and miscellaneous furniture items listed on the attached inventories from the Newbope Library to Burgess's warehouse or storage. o Items to be moved consist primarily of boobs and furniture. o Disassemble 12 library shelving units as necessary for transportation and storage. o Disassemble 1 o computer tables as 'necessary for transportation and storage. o Palletize books on site and transport them toBurgess's warehouse. o The Library's current collection consists of approximately 40,000'Items. This quote is based on moving approximately 40,000 items boxed by Library staff. "rhe move -out is anticipated to take 2) days-. Provide 12 months of warehouse storage for library property. o Boob boxes and miscellaneous boxes will be stored on pallets for the duration of the storage tern. o All other furniture, equipment, and miscellaneous items will be padded and protected and stored in 7x5x7 storage vaults for the duration of the -storage term, o Storage will be prorated if the storage tern is loss than 12 months. t the conclusion of the storage term, deliver all library property to the l ewho e Library. All items will be placed where originally located. o Protect floors and walls In newly -remodeled library with carpet mask and/or Masonite. Pallets will be placed on cardboard sheets. o Down -stack boxes of` books off the pallets and place as directed. o Reassemble 10 Computer tables and other furniture as necessary. The move -back is anticipated to tape -2) days. Burgess will provide the following services -for the Main Library Pr*t in accordance with Exhibit I — Scope of Services: Provide Zoo a tobottom boxes, ). dish cartons, and 2) extra -large cartons for the Library staff to use in packing books, office supplies, and other items. Packing material will he delivered several months prior to the move to allow adequate time for Library staff to pack. Pack 2) TVs, 2 paintings, 12) laptops from kiosk, ., 1) dash register, and 2large printers. Crate 1) Grecian urn and l largepainting, Provide 1 speed packs s and l l ) pallets at the time of the move for oversized items and book boxes. Provide moving labor & equipment to r are items listed o the attached d inventories from the Santa Ana Hain Library to Burgess's warehouse for storage. o items to be roved consist primarily of boobs and minimal furniture. o Palletize books on site and transport to Burgess's warehouse. o Disassemble, prep, and pad -wrap grand piano in preparation of move. o The Library's current collection consists of appro imatel r 100, + items. This quote is based on moving approximately 100,000+ items boxed by Library staff. The rove -out is anticipated to take - days. Provide 2) months of warehouse storage for library property, o Book boxes and miscellaneous boxes will be stared on pallets for the duration of the storage tern.. o All other fumlture, equipment, and miscellaneous items will be padded and protected and storied in 7xx7 storage vaults for the duration of the storage term. o Storage will be prorated if the storage term is less than l 2 months, At the conclusion of the storage terra, deliver all .library property to the Main aLibra All items will be placed where originally located. o Protect floors and walls in newly -remodeled library with carpet mask and/or llasonitek Pallets will be placed on cardboard sheets. o Down -stack boxes of books off the pallets and place as directed. o Reassemble and place- grand piano as directed. o Uncrate Grecian urn and large painting and dispose of debris. The more -bask is anticipated to tale 2- days. COST PROPOSAL Lum Sum Cost for Newh9pe Library Moving Se rvices LLIMP SUM Cost for Ncwhope Llbwy Storage Services (Annual Fee Lump. -Sum Cost for Main Library Moving Services Lunn t for Main Libreg Storage Services (Annual Fee) Total F i d - Nathan Doyel, Estimator Date Tim Burgess, President Date $297501.20 $21,881.46 $82,752.78 $465287.66 $180-423.10 BURGESS MOVING ING AND STORAGE RELOCATION INVENTORY TOI Y DEPARTMENT Newhope Library - Main Room Description Book Boxes Box, Small lliso PBo Cabinet, Dream Cabinet, Small Cart, Book Chair Clair, office Chair, Overstuffed Chair, Overstuffed with Table Chair, Stacking Circulation Desk, Rolling Footstool Ottoman Kiosk Library Gate (Set of Two Library Shelving (section) octogon Book Stand Bolting Library Shelving Sign Stool, Stacking Table, Commuter Table} Large Table, Pub Table, Found Table, Small Tra h/Reoyeleable Container Miscellaneous Items Quantity 1400 10 1 3 5 . 4 4 o 3 2 2 1 1 2 10 9 21 1 3 2 1 6 SURVEY DATE: 3/18 023 * This inventory is intended to be an approximate list of items to be moved; some items may not be listed. The owner/shipper is encouraged to review this list and notify the estimator if any large or otherwise significant items have been omitted. BURGESS MOVING AND STORAGE RELOGATION INVENTORY DEPARTMENT Newhope Libre - Media Lab SURVEY DATE: 3/16/2023 Description Quantity Chair, Office I Chair, Stacking Table, Medium * This inventory is intended to be an approximate list of items to be moored; some items may net be listed. The owner/shipper is encouraged to review this list and notify the estimator if any large or other ise significant items have been omitted. BURGESS MOVING AND STORAGE RELOCATION INVENTORY Y DEPARTMENT Newhope Library - Meeting Room Description Quantity Cart Cart, Book 1 Chair, Staling 30 Podium / Lectern 1 Table, Medium Trash/l e y leable Container T! & Cart 1 SURVEY DAFT E : 3 1 1 23 * This inventory is intended to be an approximate list of items to be moved; some items may not be listed. The ownerlshipper is encouraged to review this list and notify the estimator if any large or otherwise significant items have been omitted. BURGESS MOVING AND STORAGE RELOCATION INVENTORY DEPARTMENT I ewho a Libra - Staff Break Room SURVEY DATE: 3/16/2023 Description Quantity Cart, Book 1 Chair, Overstuffed 2 Chair, Stacking Table, Found 1 Table, Small 1 Trash/leyleabl Container * This inventory is intended to be an approximate list of items to be moved; some items may not be listed. The owner/shipper is encouraged to review this list and notify the estimator if any largo or otherwise significant items have been omitted. BURGESS MOVING ING AND STORAGE RELOCATION INVENTORY DEPARTMENT.Santa Ana Library - First Floor (excluding History Roo SURVEY DATE: 17 2023 Description Quantity Book Boxes 1 032 Book Bones (Children) 413 Box, Small Mis PB 100 Cart 1 Cart, Book 30 Carton, HD large D Cash Register I Chair, Office 1 Copier 1 Flat Screen T 7"- " 1 Kiosk 2 Kiosk, Self -Checkout 1 Laptop (from Kiosk) 1 Library Gate (Set of Two) 2 Printer, Large 2 Refrigerator, Small I Sign Trash Can 1 Trash/l e r leable Container 2 Miscellaneous items * This inventory is intended to be an approximate list of items to be moved; some items may not be Fisted. The ownerl hipper is encouraged to review this list and notify the estimator if any large or otherwise significant items have been omitted. BURGESS MOVING AND STORAGE RELOCATION INVENTORY DEPARTMENT Santa Ana Library - History Room . _ � SURVEY DATE: /7 2023 Description Quantity Book Boxes 486 Box, Small Mis P8 120 Card Cabinet' Large 1 Card Cabinet, Small 3 Hose (Grate) 1 Miscellaneous Items * This inventory is Intended to be an approximate list of items to be moored; some items may not be listed. The ewnerlshipper is encouraged to reView this list and notify the estimator if any large or otherwise significant items have been omitted. BURGESS MOVING AND STORAGE RELOCATION INVENTORY D E PARTM E T Santa Ana Libra - Second Floor SURVEY DATE: 3/7/2023 Description Quantity Book Bones PB 306 Bo, FAD Large P130 Bo, Small Ilis PB 40 B, X Large PB Cabinet, Large 1 Cart, Boob 10 Cart, Media Chair, Office 1 E-lip Flat Screen T "+ 1 Laminator 1 Painting P Piano, Grand 1 Shelving/Racks, Medium Sign 1 Table, Lange I Tote, Plastic 20 Trash/Fyreable Container 1 Varidesk 1 Miscellaneous Items * This inventory is intended to he an approximate list of items to be moored; some items may not be listed. The owner/shipper is encouraged to revtevw► this fist and notify the estimator if any large or otherwise significant items have been omitted. LESS MOVING AND STORAGE RELOCATION INVENTORY DEPA TMENT Santa Ana Libra - Basement SURVEY BATE: 1 1202 Description Quantity Arcade Game Machine 2 Book Boxes PB 1 Book Boxes PB d Book Mobile 10 Book Boxes PB - Friends of Library 250 Box, Small Mis PB 150 Cart: Book 70 Cart, Media/Tech Electric Drum Bet 1 Flat File Cabinet 1 Flat Screen TV "+ 1 Freezer 1 Guitar Hand Truck Keyboard 2 Ladder/Steps 2 Laminator 1 Maker Table 1 Microfilm rofilm Cabinet Shelving/Racks, Medium 1 Shelving/Racks, Small 1 Stool Trash/Recycleable Container TV & Cart 1 Wall Rack Miscellaneous Items * This inventory is intended to be an approximate list of items to be moved; some items may net be listed. The ownerishipper is encouraged to review this list and notify the estimator if any large or otherwise significant items have been emitted. CityofDowney March 4, 2020 To Whom 11L May Concern: I'm pleased to recommend Burgess Moving and Storage of Riverside, California for library moving services. In May of 2019, Burgess moved out the entire Downey City Library to temporary locations in preparation for our library renovations. Even though we contracted Burgess on very short notice, they were able to complete the entire library move in a very tightly scheduled time -frame and on budget. I would be happy to use Burgess Moving and Storage on potential future projects, and I am happy to recommend them to you. Sincerely, Kathleen J. van Raay,--- City of Downey Purchasing Department 562-904-7257 purchasing@downeyca.org I Future Unlimited CIVIC CENTER 1111*1 13ROOKSHIRE AVE LfBRARY 11121 S:Z,3Ck.SHfPE AVE POLICE DEPA141-MENT � 'I - PARKS & RECREATION UTILIT(IS5 DIVISION MAINTENANCE SERVICES PO BOX 7016 00WHEY, CALIFORNtA 1019 , BP100I<S1-1[qF. w PO 60,� 7016 7850 QUILL DR 9252 STEVVAR'r & CRAY RD, 12324 HELLFLOWER BLVE) DOWNEY, CALIFORNIA W-) 2 41-1016 DOWNEY. CAL. F•-_)PNIA DOWNEY. CALIFORNIA 90242 DOWNEY.. CALIFOPNIA DOWNEY, CALIF!CRNIA 9 0 24 T .70 1 6 is,;, _; 0 4 ­31 P3 0 D3 241.7oir, 1 90241-7016 6 2 9 0 4 72 0 z 90242 562-869-7331 ..1 W v d r� t!yf i h ra r y n) - 2 - 6 6 1 - 0 562-904-7194 www down pvca.ors COUNTY OF RIVERSIDE EDA ECONOMIC DEVELOPMENT AGENCY To Whom It May Concern: April 14, 2020 My name is Iylia Chapin and I any the Senior Library Project Manager for the Riverside County Library System. The Riverside County Library System is a network of 36 public libraries that provide service to over 2.4 million people across the County. Each year, we average close to four major library renovation projects that consists of careful removal and retunih-ig of library shelvh-ig, furniture, collection, equipment, and progj' 'am materials. Over the past five years that I m have teen in y position, I Dave had the pleasure of working with Burgess Moving & Storage on several renovation projects to remove, store,, return and/or surplus our library items. Some of the projects are listed below: 2017: Norco Library - Relocation 2018- Nuview Library - Demolition and Rebuild 2018- Sun City Library - Renovation 2019: Woodcrest Library - Renovation I am favored to work with Burgess Moving & Storage because of their flexibility, exceptional attention to detail-, excellent conurntu-tication. and customer service, and careful effort they put into each and every project. I any pleased to recommend Burgess Movm*g & Storage and look forward to working with them on many future library projects. Sincerely, 4q dv') Khylia Chapin Senior Library Project Manaaer Riverside County Library System 3403 Tenth Street, Suite 400 Riverside, CA 92501 Email. kch pin@rivco. Office: 951-955-3295 www.rivcoed(3.org Administration Custodial Services Fair & National Date Festival Office of Foreign Trade Aviation Economic Development Film & Television Parking Business Intelligence Edward -Dean Museum Housing Authority Project Management Community & Cultural Services Energy Maintenance Real Estate County Library System Environmental Planning Marketing Workforce Development ifFollow EDP on Twitter! @GoR1vcoEDA January 10, 2019 To Whom It May Concern: Idly name is Michelle Gipson and I am the head of the Collection Maintenance unit at the University of California riverside. During the summer of 2019 1 worked with Ed Coelho and the Burgess moving team to temporarily store and relocate several hundred sections ofbooks. found the experience to be a very positive one. Both Ed and his employees listened to our requests and worked with us to find locations on the floor for the storage trucks to hold the books for several months and also followed our instructions (regarding spacing and neatness) when returning the books to the new shelves. In the months since we have checked the area and found only I place where 2 storage trucks were shelved in the wrong order --the 2nd true was shelved 1st. This was a very easy fix and not unreasonable given the large number of storage trucks and the fact that the loaded trucks were stored in multiple locations around the floor. They used bookends on each shelf and were reasonably neat when placing the books back on the shelves, Several years ago when I worked in a different library we had a similar project and hired different company to mere the books. The result was very different. Many shelves were missing bookends, books were shelved right -left, groups of books on multiple shelves were backwards or upside down, and the overall shelving was extremely messy. Based on my experience with Burgess Moving & Storage I would definitely work with them main in the -future and would recommend them to other libraries. Sincerely, Michelle Gipson Head of Collection Maintenance UCR, Library P.O. Box 5900 Rivera Library, Room 120 Riverside, CA 51 -0 Phone 951.827,2667 1951.827.5897 michelle.gipson@Llcr.edu I 1ibrr . 1r r. dU CITY OF SANTA ANA ATTACHMENT A PROPOSER'S CERTIFICATION, PROPOSAL PRICING Certification - I certify that I have read, understand and agree to the terms and conditions of this Request for Proposals. I have examined the Scope of Services (Exhibit 1) and am qualified to provide services being requested as specified herein. I understand and agree that I am responsible for reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal. PROPOSER'S STATEMENT I have read, understood and agree to the terms and conditions on all pages of the Request for Proposals. Upon request, I will transfer and deliver goods or services to the City in accordance with said terms and conditions. Inland Moving and Storage Co., Inc. {951) 682-4300 -Office DBA Burgess Moving and Storage {951) 369-1880 -Fax LEGAL NAME OF COMPANY PHONE AND FAX NUMBERS 1625 Iowa Ave, Riverside, CA 92507 BUSINESS ADDRESS Tim Burgess President PRINTED NAME OF AUTHORIZED AGENT TITLE �� ry �0• a3 tburgess@burgessmoving.com SIGNATURE OF AUTHORIZED AGENT DATE E-MAIL ADDRESS 95-1841836 N/A FEDERAL ID NUMBER (IF APPLICABLE) CONTRACTOR LICENSE NUMBER (IFAPPLICABLE) THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORMWILLBE CONSIDERED INIONRESPONSWE. RFP No. 23-058 Library Moving and Storage Services Page 84 of 40 CITY OF SA fTaA ANA ATTACHMENT B REFERENCES List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pac s if required. The It reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. REFERENCE Customer Name: Downey City Library Address: 11121 Brookshire Ave Contact Individual. Kathleen van Raay Phone Number: (562j 9047257 Downey, CA 90241 EMAIL: kvanraay@downeyca.org Contract Amount.. $45,56d.OD Year: 2019 & 2020 ear. Description of supplies, equipment, or services provided: Complete move -cut of approximately 1 acoo library books to city -owned storage site and furn iture/sheiving to disposal site After completion of remodel, move -back of library books to Downey City Library. Nathan Doyell was Burgessproject manager REFERENCE Customer Name. Riverside Law Library Address- 3989 Lemon St Riverside, CA 92501 Contract Amount: $72,g42.7a Contact Individual.- Ryan Kahrs (Tilden -Coil Constructors) Phone Number. (951) 202-3182 EMAIL: rkahrs@tilden-coil.com Year. 2022 Description of supplies, equipment, or services provided - Multi -phase move, in which Burgess transferred approximate) � 50,000 books to library carts and transported them to Burgess'warehULJSe for storage. Burgess also dismantled and moved onsite most of t e library furniture and shelving. Nathan Dayell was Burgess' project manager REFERENCE Customer Name, UCR Library Address- 900 University Ave Riverside, CA 92521 Contract Amount: Contact Individual: Michelle Gipson Phone Number., (951) 827-2667 EMAIL: michelle,gipson@ucr.edu Year, 2019 Description of supplies, equipment, or services provided: Moved and provided storage for several hundred sections of books. Ed Coelho was Burge ss'project manager THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 23-058 Library Moving and Storage Services Page 35 of 40 7 WIN CITY OFSANTA ANA ATTACHMENT B REFERENCES List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if requi-red. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. REFERENCE Customer Name-- Sun City Library -Contact Individual. Khylia Chapin Address- 26982 Cherry Hills Blvd Phone Number, (951) 955-3295 Menifee, CA 92586 - kchapin@rivco,org EMAI L. $38000.00 Contract Amount. P Year., 2018 Description of supplies, equipment, or services provided: Moved all library books and 1[brary shelving to storage containers on site At the completion of the remodel, moved all items back into the library. reassembled shelving, and re -shelved books Nathan Doyell was the project manager for Burgess, and Burgess has performed a number of similar moves for Riverside County REFERENCE Customer Name- -Contact Individual-. Address- Phone Number: EMAIL: Contract Amount: r, Description Of supplies, equipment, or services provided REFERENCE Customer Name,- Contact Individual. Address.- Phone Number: EMAIL: Contract Amount- Year. - Description of supplies, equipment, or services provided: THIS FORM WUST BE COMPL-E-t-EDAND INCLUDE b WITH THE PR0_-_P0SA'L..-____­ PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 23-058 Library Moving and Storage Services Page 35 of 40 CITY OF SANTA ANA ATTACHMENT C PROPOSE R'S STATEMENT Proposer understands and agrees that this written RFP or any part thereof specifically designated and accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer and the City only after it has been accepted by the City Council, endorsed by the Clerk of the Council with her signature and official seal noting hereon the action of approval of the Council, signed by the Executive Director or his duly authorized agent, and signed by the City Attorney, denoting his approval of the form of this document, and its execution, and when it or an exact copy of it has been either delivered to proposer or deposited with the United States Postal Service properly addressed to the proposer with the correct postage affixed thereto. Proposer further agrees that upon delivery as defined above) of the accepted agreement he/she will furnish City all required bonds and certificate of liability insurance within ten (10) days (excluding Saturdays, Sundays and City's legal holidays), or the funds, check, draft, or proposer's bond substituted in lieu thereof accompanying this proposal shall become the property of the City and shall be considered as payment of damages due to the delay and other causes suffered by City because of the failure to furnish the necessary bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to ascertain otherwise said funds, check drafts, or p roposer's bond substituted in lieu thereof shall be returned to the undersigned. Proposer understands that a proposal is required for the entire work, that the estimated quantities set forth in the RFP schedule are solely for the purpose of comparing proposals, and that final compensation under the contract will be based upon the actual quantities of work satisfactorily completed. All terms contained in the specifications, the certification of nondiscrimination by contractors, and the required insurance certificates are to be incorporated by reference into this agreement and are made specifically as part of this RFP. Firm Inland Moving and Storage Co., Inc., DBA Burgess Moving and Storage Signed and Printed Name: Tim Burgess �Y Title President Date S7 /,. THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOdX—L. - PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 23-058 Library Moving and Storage Services Page 36 of 40 CITY OF SANTA ANA ATTACHMENT D NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the proposer declares that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from bidding; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract, that all statements contained in the proposal are true; and, further, that the proposer has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham proposal. Note: The above non -collusion affidavit is part of the proposal. Signing this proposal on the signature portion thereof shall also constitute Sir gnature of this non -collusion affidavit. Proposers are cautioned that making a false certification may subject the certifier to criminal prosecution, Signed_ Tim Burgess State of CA County of Riverside Subscribed and sworn to or affirmed) before me on this day of 20 by who appeared -before me. proved to me on the basis of satisfactory evidenc to be the person(s) Notary Public, Signature tLL — — — a _AAL iiliiilllll SHERI K California f nix Notary Public - California Riverside County COMMISSIon # 2423235 MY Comm. E.xplres Oct 30, 2026 Notary Public Seal THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PR_O_P�OSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORMWILLBE CONSIDERED NONRESPONSIVE. RFP No. 23-058 Library Moving and Storage Services Page 37 of 40 CITY OF SANTA ARIA ATTACHMENT E NON -LOBBYING CERTIFICATION The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any Federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any Federal contract, grant, loan, or cooperative agreement. (2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any Federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form-LILL, "Disclosure of Lobbying Activities," in conformance with its instructions. This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U.S. Code, Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all !ower tier subcontracts, which exceed $100, 000 and that a I I such su brecipients shall cer,' y and disclose accordingly. Signed.- Tim Burgess Title- President Firm- Inland Moving and Storage Co., Inc., IBA Burgess Moving and Storage Date-2- THIS IFORM MUST BE COMPLETED AND INCLUDED411TH THE PROPOSAL. PROPOSALS. -THAT DO NOT CONTAIN THIS FORM WILL BE + ONSIDERED NONRESPONSIVE RFP No. 23-058 Library Moving and Storage Set ice Page 38 of 40 �__�� CITY QF SANTA ANA ATTACHMENT F NON-DISCRIMII ATIO I CERTIFICATION The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows.. 1 The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising - layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. I The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said I abor union or workers' representatives of the Co n s u Ita nt's commitments under this section,. and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965P and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. 2. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract RFP No. 23-056 Library Moving and Storage Services Page 39 of 40 CITY OF SANTA ANA or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance, provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a subconsultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, no discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the chapter. Signed., Tim Burgess Title: President Firm: Inland Moving and Storage Co., Inc., DBA Burgess Moving and Storage Date- THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORMWILLBE CONSIDERED NONRESPONSIVE. RFP No. 23-056 Library Moving and Storage Services Page 40 of 40 MAYOR Valerie Amezcua 4? MAYOR PRO TEM Jessie Lopez COUNCILMEMBERS Phil Bacerra Johnathan Ryan Hernandez 4LIf David Pefialoza Thai Viet Phan Benjamin Vazquez CITY OF SANTA ANA FINANCE AND MANAGEMENT SERVICES 20 Civic Center Plaza * P.O. Box -1988 Santa Ana, California 92702 WWW"."MO-a lar.IDF June 7, 2023 CITY MANAGER Kristine Ridge CITY ATTORNEY Sonia R. Cawalho CLERK OF THE COUNCIL Jennifer L. Hail Subject: Request for Clarifications for RFP No, 23-058A Library moving and Storage Services The Evaluation Panel for this RFP has requested clarification regarding your firm's p roposal. Please provide your response no later than Friday, June 7, 2023, at 4.00 PM via email to KLopezl 0.@santa-a Points of Clarification 1 Per Exhibit I of this RFP, Section C —Main Library Project Scope, the following was specified regarding Bookmobile Collection -- Addendum No. 1 (Q&A), Question No. 12-. Approximately 8,000 books and audiovisual materials must be relocated to the Newhope Library upon closure of the Main Library, Rented Book Carts from the vendor are preferred by the City. 2. Per RFP document, Section V11. Response to RFR F. Proposal Contents, No. 2 Cost Proposal, the fee schedule pricing information for storage services was to be provided for an annual cost. The City is requesting pricing for additional storage periods as follows: AnnualPee Pricing for Pricing per Description (Per Proposal additional 6-month month after initial S Newhope Library Storage ubmifted) term rm one-year te Services $ 211881-46 $ 10,940.76 $11823-46 Main LibEar 3( Mora a services_ $ 46,287.66 $ 23,1-43-86$ 3,857-31 SANTA ANA CITY COUNCIL Valerie Amemia J�ssie Lopez Thai Vial Phan Benjamin Vazquez Phil lacers Johnalhan Ryan Heri-wdez David Fenalo:m Mayor Mayer Pr) Tam, Ward 3 Ward I Ward 2 Ward 4 VVafd 5 Ward 6 W—Z t-a - - I �na 0 N Page I of 2 The City expects the services listed in Item No. 1 above to have been included in your fi rm's cost p roposal. However, if you r firm determ i nes it d id not i ncl ud e the above services in your proposal, a revised cost proposal may be submitted for evaluation in addition to pricing for additional term options beyond the initial one-year period for storage services. No other revisions to the cost proposal will be considered except if to provide the best or better pricing available to the City. If you have any questions related to this procurement, please contact me at {714} 647- 5329, or via email (provided above). Thank you, Karla Lopez Purchasing Supervisor Finance and Management Services Agency We have reviewed this Request for Clarification, and we are agreeing to provide library carts for approximately 8,000 books and audiovisual materials from the Bookmobile Collection for a period of 12 months or less. _(Le?'-K I I IRO Nathan Doyel, Estirr(ator Date Tim Burgess, President Date SANTA AID, CITY COUNCIL Va(esie Ami3zrua Jessie Lopez Thai Vial Phan Benjamin Vnquaz PN Bacarra johriathan Ryari Hernandez David Penalaza Mayor Mayor Pro Tiam. Ward 3 Ward 1 Ward 2 A'ard 4 Ward 5 Ward 6 ovagqyq;�_ �sniq-iLna ptq I&MAJOA tone" RkOCREM 2W wabso- UmAiNta 4pona !ttiulna ga Page 2 of 2 BURGESS MOVING &STORAGE June 12, 2023 City of Santa Ana Santa Ana Public Library 26 Civic Center Plaza Santa Ana, CA 92701 Attn: Karla Lopez 0 northAmencan IE31 VA JY LINES I RE: Extended Library Cart Rental for RFP No. 23-058A Library Moving and Storage Services Burgess's bid submittal includes up to (12 months of library cart rental for approximately 8000 books and audiovisual materials for the bookmobile section. Should library cart rental be required past twelve months, the rental rate will be $200.00 per month. Nathan Do el, Estimator Date Tim Buraess., President (e, Date 1625 Iowa Ave.. P.O. Box 5547 Riverside, CA 92517-5547 (95 1 2-4300 (800) 562-5700 FAX (951 369-1880 EXHIBIT C EXHIBIT COMPENSATION