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Item 20 - Agreements for Capital Improvement Projects On -Call Engineering Services
Public Works Agency www.santa-ana.org/public-works Item # 20 City of Santa Ana 20 Civic Center Plaza, Santa Ana, CA 92701 Staff Report May 16, 2023 TOPIC: Agreements for Capital Improvement Projects On -Call Engineering Services AGENDA TITLE Approve Agreements with Kimley-Horn, Tetra Tech, Huitt-Zollars, Inc., RICK Engineering Company, Mark Thomas & Company, Inc., Psomas, Ardurra Group, Inc., CWE, Willdan Engineering, X Engineering & Consulting, Inc., Kleinfelder, Inc., IDS Group, Inc., TAIT & Associates, Inc., Alta Planning + Design, Inc., and KPFF Consulting Engineers for On -Call Engineering Services in an Aggregate Amount Not to Exceed $5,000,000, for up to a Five -Year Term (Non -General Fund). RECOMMENDED ACTION Authorize the City Manager to execute agreements with Kimley-Horn, Tetra Tech, Huitt- Zollars, Inc., RICK Engineering Company, Mark Thomas & Company, Inc., Psomas, Ardurra Group, Inc., CWE, Willdan Engineering, X Engineering & Consulting, Inc., Kleinfelder, Inc., IDS Group, Inc., TAIT & Associates, Inc., Alta Planning + Design, Inc., and KPFF Consulting Engineers to provide on -call engineering services for a shared aggregate amount not to exceed $5,000,000, for a three-year term beginning May 16, 2023 and expiring on May 16, 2026, with the provision for one, two-year extension, subject to non -substantive changes approved by the City Manager and City Attorney. DISCUSSION On February 21, 2023, the Public Works Agency (PWA) released Request for Proposal (RFP) No. 23-030 to select professional engineering firms to provide on -call engineering services on an as -needed or on -call basis. These services are required to augment City staff efforts to complete delivery of capital improvement projects, which includes professional services related to the design, construction management, and operation of public works infrastructure and City facilities. The RFP was advertised on the City's online procurement management and publication system, PlanetBids, with electronic proposals due on March 14, 2023. Twenty-eight responsive proposals were received and evaluated by a selection committee composed of PWA staff. Based on criteria outlined in the RFP, the top 15 professional engineering firms were selected. The following table summarizes the responding firms and their rankings: Agreements for Capital May 16, 2023 Page 2 Improvement Projects On -Call Engineering Services Firm City Rank Kimle -Horn Orange, CA 1 Tetra Tech Irvine, CA 2 Huitt-Zollars, Inc. Irvine, CA 3 RICK Engineering Company Irvine, CA 4 Mark Thomas & Company, Inc. Irvine, CA 5 Psomas Santa Ana, CA 6 Ardurra Group, Inc. Newport Beach, CA 7 CWE Fullerton, CA 8 Willdan Engineering Anaheim, CA 9 X Engineering & Consulting, Inc. Santa Ana, CA 10 Kleinfelder, Inc. La una Hills, CA 11 IDS Group, Inc. Irvine, CA 12 TAIT & Associates, Inc. Santa Ana, CA 13 Alta Planning + Design, Inc. Los Angeles, CA 14 KPFF Consulting Engineers Newport Beach, CA 15 Based upon the scope of work and selection criteria outlined in RFP 23-030, staff recommends awarding on -call agreements with the top 15 responding professional engineering firms, which will allow the firms to bid on future engineering task orders (Exhibits 1-15). The selected proposals demonstrate that these firms have the necessary capacity and expertise to complete the required services. The consultant's rates are reasonable and within industry standard, the teams' qualifications are appropriate, and the selected proposals were determined to provide the best value for the City. FISCAL IMPACT There is no fiscal impact at this time. The Public Works Agency will follow the established on -call services process during the FY 2022-2026 contractual term for requesting necessary fiscal review and authorization. Prior to utilizing the on -call services for any of these future task orders, PWA staff must receive Finance and Management Services Agency approval of funding and project activities to be used to ensure funds are available under the authorization limit of $5,000,000. Upon successful completion of the fiscal review, a corresponding Notice to Proceed containing the specific scope and maximum expenditure for the task order will be issued. Funds will be budgeted and available for expenditure for the remaining fiscal year, and carried forward for consideration in future fiscal years within the Agreement terms in the following, and various other, Public Works Contract Services -Professional Accounts: Division Account City Facilities License Agreement 01117605-62300 Traffic and Transportation Engineering 01117620-62300 Traffic Signal Maintenance 02917620-62300 Agreements for Capital May 16, 2023 Page 3 Improvement Projects On -Call Engineering Services Sanitary Sewer Enterprise 05417617-62300 Sanitary Sewer Enterprise 05517660-62300 Sanitary Sewer Enterprise 05617640-62300 Fed Clean Water Protection 05717640-62300 Residential Street Improvement 05817660-62300 Water Enterprise 06017645-62300 Water Enterprise 06617647-62300 Construction Engineering 08617611-62300 Design Engineering 08617612-62300 Traffic Engineering 08617620-62300 Administrative Services 10117601-62300 Development Engineering 10117605-62300 CIP Project Funding Various Street Lights Maintenance 01117630-62300 Roadway Marking/Signs 01117625-62300 Graffiti Abatement Program 01117642-62300 Street Trees 01117643-62300 Sidewalks 01117626-62300 Environment/Sanitation 06817640-62300 Roadway Cleaning 06817641-62300 Median Landscaping 02917635-62300 Roadway Maintenance 02917660-62300 PWA Right of Way 01117622-62300 EXHIBIT(S) 1. Agreement with 2. Agreement with 3. Agreement with 4. Agreement with 5. Agreement with 6. Agreement with Kimley-Horn Tetra Tech Huitt-Zollars, Inc RICK Engineering Company Mark Thomas & Company, Inc. Psomas 7. Agreement with Ardurra Group, Inc. 8. Agreement with CWE 9. Agreement with Willdan Engineering 10.Agreement with X Engineering & Consulting, Inc. 11.Agreement with Kleinfelder, Inc. 12.Agreement with IDS Group, Inc. 13.Agreement with TAIT & Associates, Inc. 14.Agreement with Alta Planning + Design, Inc. 15.Agreement with KPFF Consulting Engineers Submitted By: Nabil Saba, P.E., Executive Director — Public Works Agency Approved By: Kristine Ridge, City Manager EXHIBIT 1 CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND KIMLEY-HORN FOR ON -CALL ENGINEERING SERVICES THIS AGREEMENT is made and entered into on this 16th day of May, 2023 by and between Kimley-Horn ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On February 21, 2023 the City issued a Request for Proposal No. 23-030, by which it desired to retain a Consultant having special skill and knowledge in the field of: Professional Engineering Services on an on -call basis for the City's Public Works Agency. B. Consultant submitted a responsive proposal that was among those selected by the city. Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-030. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-030, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in "Scope of Services - Exhibit A", attached hereto and incorporated by reference, and as further described in Consultant's Proposal, attached hereto an incorporated herein by this reference as "Consultant's Proposal - Exhibit B". 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant's Fee Proposal, which is attached hereto and fully incorporated herein by this reference as "Compensation - Exhibit C". Consultant is one of fifteen (15) separate consultants selected to provide services on an on -call basis under RFP 23-030. The total compensation for services provided by all consultants selected under RFP 23-030 shall not exceed the shared aggregate amount of $5,000,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. b. Payment by City shall be made within forty-five (45) days following receipt of proper Page 1 of 10 invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. Notwithstanding any contrary terms contained within Consultant's Fee Proposal, Consultant's fees shall not exceed 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws. 3. TERM This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to a one, two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 6. INSURANCE Consultant 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 Page 2 of 10 the performance of the work hereunder and the results of that work by the Consultant, its agents, representatives, employees or subcontractors. a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section. b. Insurance coverage shall be at least as broad as: (i) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit 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. (ii) Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage. (iii) Workers' Compensation insurance 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. (iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. (v) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. d. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions: (i) Additional Insured 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 Consultant including materials, parts, or equipment furnished in connection with such work or operations. Page 3 of 10 General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary 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 Consultant's insurance and shall not contribute with it. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. 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. (v) Self -Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. 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. (vi)Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims -made basis: • The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. • Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. Page 4 of 10 • 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 Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work. (viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix)Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors. (x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity Page 5 of 10 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 Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. Page 6 of 10 12. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. Page 7 of 10 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Jennifer L. Hall Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 Page 8 of 10 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 Fax: To Consultant: Darren Adrian Contract Manager & Senior Vice President Kimley-Horn 1100 Town and Country Road, Suite 700 Orange, CA 92868 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signatures on following page] Page 9 of 10 SIGNATURE PAGE FOR CONSULTANT AGREEMENT BETWEEN CITY OF SANTA ANA AND KIMLEY-HORN FOR ON -CALL ENGINEERING SERVICES IN WITNESS WHEREOF, 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. CARVALHO City Attorney By: 70 THAN T. MARTINE Assistant City Attorney RECOMMENDED FOR APPROVAL: NABIL SABA Executive Director Public Works Agency CITY OF SANTA ANA KRISTINE RIDGE City Manager CONSULTANT: Digitally signed by Darren Adrian P.E. (CA PE No 53031) r Date:2023.04.17 12:33:44-07'00' DARREN ADRIAN Contract Manager & Senior Vice President 1 3 Page 10 of 10 EXHIBIT A SCOPE OF SERVICES Appendix ATTACHMENT 1 SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR ON -CALL ENGINEERING SERVICES RFP NO. 23-030 INTRODUCTION/BACKGROUND The City of Santa Ana intends to retain Civil Engineering Consultants on an as -needed or "on -call" basis. A Professional Services Agreement will be entered into with several of the qualified firms Civil Engineering consultant(s) to provide professional services for a variety of projects on an on -call basis. On an on -call, as -needed basis, the selected firm(s) may later be asked to provide professional engineering services proposals on specific, project -by -project basis, based on an agreed -upon specific scope of services and fees. In general, work consists of general engineering design projects. Funding sources for each project may vary for each project/task order assignment shall comply with the funding agency's requirements. The projects may include water and sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, traffic signal modifications; landscaping and irrigation systems; park and recreational design, grant application writing, and other related projects as required. On occasion, environmental and planning support services may also be requested. The City may need consultant services for mapping and legal description preparation, construction management, staking and inspection. Occasionally the City may also need geotechnical, electrical, mechanical, structural, and other specific infrastructure related services. The consultant shall be able to assist the City through this contract to provide the necessary services. The consultant shall utilize in-house staff and/or sub -consultants to complete the assignments to meet the City standards. For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. Prime consultant mark-ups for sub -consultant work will not be allowed. All proposals, plans, drawings, specifications, estimates, grant applications, and/or studies will be subject to the final approval and satisfaction of the City of Santa Ana. City of Santa Ana RFP 23-030 Page Al-1 Scope of Services The work consists of general engineering design and cost estimating for civil works projects, City facilities, Parks and other related projects as required. The work in general, consists of work in the following areas and not limited to: • Civil- Design • Transportation/Traffic Structural Geotechnical • Land Surveying • Architectural • Landscape Architectural and Irrigation * Environmental • Electrical - Mechanical • Instrumentation and Control Systems Fire Protection Land Surveying • Financial and Economic Consulting Engineering In addition to general engineering design projects Consultants may be asked to perform the following tasks: Hydraulic modeling of the water distribution, storm water, and sewer collection systems Evaluations, studies and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations, EIectrical and industrial control systems evaluations, studies, drawings, documentation and recommendations • Mapping Services Legal Description Preparations Grant Writing- Services • Environmental/Planning Support • Construction Management Support • Pavement Management Special Engineering Studies/Reports/Compliance and Investigations Regulatory Compliance with Federal and State and Local Agencies Financial/cash flow analysis- public works programs • Assessment and District Formation Services Sustainable Infrastructure Services • Right of Way Studies If there are any exceptions to the core of requested services, proposers shall list said exceptions in their proposal (matrix form). City of Santa Ana RFP 23-030 Page Al-2 For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. The selected consultants must have the expertise, experience, and demonstrated resources available to perform the work described in this RFP. General Requirements and Project Deliverables The Consultant's services for plans specifications and estimating (PS&E) for engineering project preparation and special studies/investigations shall include and in be in conformance with the latest editions of the following: Title 24 of the California Code of Regulations (California Building Standards Code). American Water Works Association, California Department of Transportation, the Americans with Disabilities Act, the City of Santa Ana Municipal Code (SAMC), professional Standards established by the City, and or federal, state and local guidelines established in the project. As part of the preparation of the PS&E, the consultant shall prepare the special provisions pertaining to the items of work included in the plans that are not addressed on the latest editions of the applicable standards. The Consultant shall have complete responsibility for the accuracy and completeness of all documents and plans prepared. The plans will be reviewed by the City of Santa Ana for conformity with the requirements of the Agreement. Reviews by the City of Santa Ana do NOT include detailed review or checking of design or the accuracy with which such designs are depicted in the documents and the plans. The documents and plans furnished under the Agreement shall be of a quality acceptable to the City of Santa Ana. The criteria for acceptance shall be a product of neat appearance, well organized, technically and grammatically correct, checked, and dated and having the maker and checker identified. The Consultant shall have project management control procedures in effect during the entire time work is being performed under the Agreement. This task shall include the following: Project Management Plan — the consultant shall provide a detailed management plan including information and coordination with other agencies to ensure compliance and completion of the (PS&E) packages. This plan shall include all milestones and task breakdown for each of the tasks and subtasks included therein. The project management shall be submitted to the Project Manager for review and within 15 calendar days of the issued Notice to Proceed • Deliverables • Quality Control/Quality Assurance (QA/QC) Plan • Project Schedule/invoicing • Project Correspondence In case of conflict, ambiguities, discrepancies, errors, or omissions, the consultant shall submit the matter to the City for clarification. City of Santa Ana RFP 23-030 Page Al-3 The Consultant shall perform engineering design services resulting in contract documents (plans, specifications and cost estimates "PS&E") for various projects on an as -needed basis. However, work tasks may include studies or a variety of engineering tasks. If requested by the City, the Consultant shall provide a Work Plan which includes a detailed schedule of the assigned project prior to the issuance of Notice to Proceed and/or Task Order. Specific Task Orders with Notices to Proceed ("NTPs") will be provided for project(s) at the discretion of the City. Work required per Task Order shall comply with the Scope of Services and additional provisions in each Task Order and this agreement. The following services/items shall include but are not be limited to: 1. Research existing records of utility companies and agencies and coordinate the proposed improvements with existing field conditions. 2. Conduct an environmental assessment for each project and prepare all documentation required to comply with California Environmental Quality Act (CEQA), and or National Environmental Protection Act (NEPA). (If required) 3. Provide all field survey and topographic work necessary to complete the design effort. Design level survey and base mapping of the project site shall be prepared in US Customary English units by a California licensed Land Surveyor in accordance with the City guidelines and in Microstation V8i Computer Aided Design and Drafting (CARD) format. The horizontal datum shall be NAD 83 and the vertical datum shall be NAVD 88. All survey field notes shall be on forms provided by the City, shall be neatly completed in pencil, and shall become property of the City upon completion of the project. Informal field investigations including marking of removal areas may be required for some of the sidewalk, curb and gutter, and pavement replacement projects. 4. Complete the design of projects including plans, specifications, and engineer's construction cost estimate. The Consultant shall contact manufacturers and/or contractors to verify the engineer's estimate prior to submitting to the City. Specifications shall be prepared in Microsoft Word and an electronic copy of the final version shall be furnished to the City. The City will provide the specification boilerplate to the Consultant. 5. If requested, all preliminary and bid sets of plans shall be plotted on bond or velum paper using Microstation V8i CADD software program. All drawings shall be completed per the City of Santa Ana CADD Standards and any special provisions thereof. For interim submittals, the City may opt to receive only PDF versions of the plans for reviewing purposes. If so, the Consultant team will provide plans and/or specifications accordingly. 6. All original plan sheets, the title sheet of the specifications, calculations, and reports shall be signed and stamped by the Consultant's licensed professional engineer responsible/in-charge of the project. City of Santa Ana RFP 23-030 Page Al-4 7. If a part of the on -call project scope, the Consultant shall provide support services during the bidding and construction phases of the project, including, but not limited to: a. Respond to bidder inquiries during the bidding process, including preparation of any addenda. Following award of the construction contract, the Consultant shall attend the pre -construction meeting. b. Review and approve all submittals and shop plan drawings required supporting the construction contract. The Consultant shall complete shop drawings reviews within two (2) weeks of receipt. Contract Change Order reviews shall be completed within two (2) working days of receipt. c. Respond to written Requests for Information (RFI) to provide clarification or resolve discrepancies in the contract documents. Responses shall be completed within three (3) working days. d. Provide periodic field reviews and bring to the attention of the City of Santa Ana any defects or deficiencies in the work by the construction contractor which the Consultant may observe. The Consultant shall have no authority to issue instruction on behalf of the City of Santa Ana, or to deputize another to do so. 8. If included in the on -call project scope, upon completion of construction, the Consultant shall prepare as -built plans and submit them to the City. The Consultant shall incorporate all changes to the plans electronically with all necessary revision notations. Once plans have been updated, a signed set of as -built plans shall be submitted to the City with an electronic copy (in Microstation V8i CADD and pdf formats) of the final as -built drawings via CD ore - mail. 9. The Consultant shall monitor the project progress, maintain project files, and control the quality of the work performed by in-house staff and/or sub -consultants. Incomplete (not meeting targeted completion) or poor quality work will not be accepted. The Consultant shall revise the documents within a revised schedule set by the City, which may require overtime. No additional compensation necessary for the consultant to complete this work to the satisfaction of the City shall be approved by the City for the required revisions. It is the responsibility of the Consultant to produce a professional -level quality of work product. 10. If included in the on -call project scope, attend meetings with the City staff as required 11. If included in the on -call project scope, the Consultant shall coordinate plan check, design topics, permits and any other issues with the City, other Agencies, and all utility companies as required. At the direction of the City, the Consultant shall be the liaison with affected agencies. 12. If included in the on -call project scope, the Consultant shall be responsible for reviewing and approving addenda and clarifications to plans and specifications. All information regarding the plans and specifications and or documentation related to the project and approved by the City, will then become property of the City. City of Santa Ana RFP 23-030 Page Al-5 A more detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. All tasks orders shall include the staff title, hours, hourly rate and totals as related to the project. Construction Plans, Standard Specifications and Estimate (PS&E) Preliminary Design - Attend project scope meeting with City Staff to review project details. Consultant shall field review, inspect and conduct all necessary surveys to prepare a Preliminary Design Report (PDR) or alternatives, preliminary cost estimate and preferred alternative as requested by the project manager. A (PS&E) package shall be submitted to review at 30% design for independent City review A (PS&E) package shall be submitted to review at 60% design for independent City review A (PS&E) package shall be submitted to review at for FINAL independent design review. The City will review and comment on the PS&E packages with a turnaround goal of (2) weeks. One (1) copy of the documents with comments will be returned to the consultant. Unless, several agencies are involved in the review process multiple documents with comments will be provided to the consultant. After the final design continents have been incorporated the consultant shall provide the City with final (PS&E) package ready forbid. See Section - General Requirements and Project Deliverables Section. Project Schedule and Progress: Progress review meetings shall be held at intervals deemed appropriate by the City. The Consultant shall furnish two copies of all completed work or partially completed update/status since the last progress review meeting. Progress reports shall be submitted monthly in electronic format indicating achievements and project schedule progress. Ci1y Responsibilities: The City will provide information in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein. Furnish scope of work and provide general direction as needed for the assigned project • All plan check coordination within the City Advertise, award, and administer of construction contract • Electronic files (sample plans & specifications, City of Santa Ana's CADD Standards) • Electronic files for title sheets and sheet borders Facilitate meeting space and coordination and City facilities City of Santa Ana RFP 23-030 Page Al-6 Fee Proposal_ In addition to Section N.B.3 (Submittal Requirements: Fee Proposal) fee schedule shall be structured as follows: The fee proposal shall include the firm's standard hourly fee schedule, and/or project fee schedule where applicable and as outlined in this this documents. A list of all positions and hourly rates required to perform the services described herein shall remain valid for one (1) full calendar year following contract execution. Subsequent rates shall be renegotiated between the firm and the City. Amore detailed scope of work will be provided when/ifa specific project or Task Order proposal is requested of a consultant. Other Terms and Conditions: 1. The project will be implemented in compliance with the City of Santa Ana's policies, as well as Prevailing Wages and State/Federal Requirements. 2. The City regards the inclusion of California based designs, engineering, and construction professionals, facilities, and services as part of the Team to be highly desirable, but not mandatory. 3. The City reserves the right to amend this Request for Proposal by addendum prior to the final dates of submission. 4. All reports, proposals, or other data or materials which are submitted shall become the sole property of the City of Santa Ana with the exception of the confidential Financial Capacity information and sealed fee proposals which will be returned to all proposers after award of contract to the selected Team 5. All products used or developed in the execution of any contract resulting from this request will remain in the public domain at the completion of this project. 6. The City has an affirmative action program. The purpose of the affirmative action program is to encourage certified minority business enterprises and women business enterprises. All submitting firms must have established affirmative action programs approvable by the City. During the RFP stage, all firms will need to complete a "Certification of Non -Discrimination by Contractors" for each firm on their team. City of Santa Ana RPP 23-030 Page AIJ EXHIBIT B CONSULTANT'S PROPOSAL FF NWM F& ii a li; Ire , ' 1 On -Call Engineering Services RFP No. 23-030 Tableof Contents......................................................................................................................................... i 1. Statement of Qualifications.....................................................................................................................1 a. Cover Letter.........................................................................................................................................1 b. Contract Agreement Statement...........................................................................................................2 c. Firm and Team Experience.................................................................................................................2 d. Understanding of Need.......................................................................................................................7 e. Willingness to Comply with Agreement Terms..................................................................................17 f. References.........................................................................................................................................18 2. Scope of Services and Schedule............................................................................................................ ii 3. Fee Proposal.........................................................................................................................................viii 4. Certifications.......................................................................................................................................... ix Kimley> Horn GMOC77011.2023 On -Call Engineering Services RFP No. 23-030 a. Cover Letter March 14, 2023 Sean Thomas, Project Manager City of Santa Ana Public Works Agency; M-36 20 Civic Center Plaza, Ross Annex Santa Ana, CA 92701 RE: Proposal for On -Call Engineering Services (RFP No. 23-030) Dear Mr. Thomas and Members of the Selection Committee: 1100 Town and Country Road Suite 700 Orange, CA 92868 TEL: 714.939.1030 The City of Santa Ana (City) is seeking qualified consultants to join their list of on -call firms for capital improvement projects. Kimley-Horn is very excited for the opportunity to continue our partnership with the City. We have assembled a team that possesses the technical experience and local knowledge that can meet the needs and expectations of the City's residents and stakeholders. We are confident our team can meet the City's expectations for the following reasons: Exceptional Experience and Resources. Kimley-Horn has provided similar services for many on -call contracts for municipalities and agencies across California, and we have developed an approach to making every project a success. Project manager Othman Elmezain, P.E. brings 11 years of experience in civil engineering, managing both small and large projects for clients throughout California as part of on -call contracts or as standalone projects. He will be supported by a skilled team of multidisciplinary engineers, planners, and analysts with experience in a range of fields, from traffic engineering and transportation planning to environmental planning and grant writing. We have supplemented our in- house team with On Point Land Surveying, Inc., Bess Testlab, Inc., Twining, Inc., and Avant -Garde, Inc. to provide surveying, potholing, geotechnical and grant writing services, respectively. Our team works regularly with each other on a wide range of projects, allowing us to collaborate with the City efficiently and effectively on task orders without having to establish new lines of communication. Strong Local Presence and Past Experience. Our team of professionals primarily work and live in Orange County and have completed recent work for the City, giving us the local knowledge and experience needed to complete your engineering assignments while coordinating with local stakeholders and regulatory agencies. Our team has worked on the 5t" Street and Santa Ana Boulevard Bike Lane PS&E and the South Main Street Corridor Improvements PS&E projects. We will continue to bring the experience and knowledge gained from these projects to this on -call contract to ensure that our work will meet the needs and standards of the City's residents and local stakeholders. Communication and Responsiveness. We understand that the basis of a successful project is founded on responsiveness and adequate staffing. Kimley-Horn takes pride in having the responsiveness of a small firm coupled with the staffing and resources of a national -level firm. Our one profit center model allows us to shift personnel to various projects to ensure that we have the adequate number of staff with the skills and experience to successfully deliver on any project. In addition, our Orange office is less than five miles away from the Santa Ana City Hall, allowing us to attend project meetings on short notice. Kimley> Horn GMOC77011.2023 On -Call Engineering Services RFP No. 23-030 Thank you for considering our proposal. By selecting Kimley-Horn, you capitalize on our team's extensive experience and well -established, consistent ability to think of and consider your needs first. Should you have any further questions related to this proposal, project manager Othman Elmezain, P.E. will serve as your point of contact for this contract and can be reached at 714.705.1387, othman.elmezain(a)kimley- horn.com, or at the address listed above. Sincerely, KIMLEY-HORN AND ASSOCIATES, INC. Othman Elmezain, P.E. Project Manager b� - �)J,. Darren Adrian, P.E.* Contract Manager/Senior Vice President *As Senior Vice President, Darren Adrian is authorized to make legally binding commitments for Kimley- Horn. Kimley-Horn acknowledges the receipt of Q&A Sets 1-8 and Addendum No. 1, released on February 27, 2023 b. Contract Agreement Statement Kimley-Horn has reviewed the City's Standard Agreement that was attached to the RFP and confirms the terms of the Agreement are acceptable. Kimley-Horn has no exceptions to make. c. Firm and Team Experience Firm Profile Founded in 1967, Kimley-Horn is a privately -held corporation that has grown into a leading engineering consulting firm offering comprehensive and innovative traffic, civil, structural, and environmental engineering, landscape design, and development review services to public and private agencies throughout the United States. We employ more than 6,800 personnel in 114 offices nationwide, with 12 offices in California —including our grange ottice less than tive miles away from Santa Ana City Hall —which staff over 700 engineers, planners, analysts, and administrative staff. This depth of resources gives us a deep bench to staff and execute virtually any assignment in response to the City's needs for this on -call contract. From our 56 years of providing on -call services to our clients, we have learned how to deliver tasks efficiently and successfully. We provide our clients with the local knowledge and responsiveness of a small organization, backed by the depth of resources only a national firm could offer. Kimley>Morn GMOC77011.2023 On -Call Engineering Services RFP No. 23-030 f We Know What It Means to be "On -Call" Kimley-Horn understands what it means to provide services on an as -needed basis for a local government. Our professionals specifically understand the complexities of on -call assignments and know how to develop solutions unique to each community we serve. Since our founding, on -call clients have been a top priority, and our goal is to serve as an extension of the City's staff. The map below illustrates a number of our current on -call contracts throughout Southern California, proving that we have the comprehensive on -call experience needed to successfully work with you on this important on -call contract. Southern California On -Call Contracts Caltrans (includes District 6 ■ District 7 • District 8 • District 11 ■ District 12) • City of 0 Agoura Hills ■ City of Anaheim • City of Artesia KERN • City of Burbank • City of Calexico • City of SAN BERNARDINO Carlsbad • City of Chino ■ City of Chino Hills • City of Chula Vista • City of Colton • City of — — Campton • City of Culver City • City of Diamond e • . . ■ VENTURA `•, LOS ANGELES Bar City of Downey City of El Centro City of ■ Fontana ■ City of Fullerton • City of Glendale • • ' City of Huntington Beach City of Imperial Beach-- • • ■ • City of Indian Wells • City of Industry • City L • �' ■ ■ RIVERSIDE of Irvine • City of La Mesa • City of Lancaster `.�• ■ City of Los Angeles • City of Malibu • City of ■ City On -Calls ■ Menifee •City of Moreno Valley •City of National ORANGE � Agency On -Call � � City • City of Newport Beach • City of Palmdale •• SAN DIEGD IMPERIAL • City of Palm Springs • City of Pasadena • 0 Caltrans aistrid On -Call $ ■ • City of Pico Rivera • City of Pomona • City of • --- -• _-_------ Poway • City of Rancho Cucamonga ■ City of - ---- Riverside • City of San Clemente • City of San Marcos • City of Santa Ana • City of Santa Clarita • City of Santa Monica • City of Simi Valley • City of Thousand Oaks • City of Vista • City of West Hollywood • County of Imperial ■ County of Kern ■ County of Los Angeles • City of Orange • County of Riverside • County of Sari Diego • County of Ventura • Las Angeles County Metropolitan Transportation Authority • Metropolitan Transportation System (M75) ■ North County Transit District (NCTD) • Orange County Transportation Authority (OCTA) • San Diego Association of Governments (SANDAG) • San Diego Unified Part District • Western Riverside Council of Governments (WRCOG) Project Team and Experience When you select a consultant, you are really choosing the people who will provide the right combination of relevant experience, technical competence, local knowledge, passion, and superior skill in successful project delivery with an eye for quality and detail with whom you will enjoy working. To provide the level of support the City requires, we have assembled a team that has the depth of experience and expertise needed to complete task orders on -time and within budget. Othman Elmezain, P.E. will serve as the project manager and will be the City's primary point of contact. Othman will be supported by contract manager/principal-in-charge Darren Adrian, P.E. (who will be in charge should Othman be unavailable); QC/QA managers Frank Hoffmann, P.E., Jean Fares, P.E., and Kevin Thomas, CEP, ENV SP; and a core team of experienced engineers and planners with recent, relevant experience who are ready to support the City when called upon. The organizational chart on the following page identifies the key personnel and support staff to be assigned to the contract and its subsequent task orders. Kimley>Morn GMOC77011.2023 On -Call Engineering Services RFP No. 23-030 Organization Chart Frank Hoffmann, P.E.* Jean Fares, P.E.* Kevin Thomas, CEP, ENV SP* Contract .- Darren Adrian, P.E.* Project Manager Othman Elmezain, RE.* Othman Elmezain, P.E.* Megan LeNoue*3 Gyan Sinha, P.E. Naomi Willis, P.E. Mark Ara ujo, P.E. Alan Huynh, P.E. Kameron Qureshi, P.E. Timothy Miller, RE* Gabe Keehn, EIT Jason Melchor, P.E.* Tim Chan, P.E. Trevor Briggs, P. E. Sri Chakravarthy, P.E., T.E Sowmya Chandrasekhar, RE, T.E, PTOE Sam McWhorter, P.E.* Tayl or Thori g, P.E. Renee Chuang, P.E. Sarp Sekeroglu, P.E. MelanyVina, EIT Dave Barquist, AICP* Mike Colombo, P.E.* Dana Privitt, AICP Rich Lucera, P.E., QSDIP, CFM* Andrew Sanford, P.E.* Erkan Gungor, P.E. Rita Garcia Juliana Richards, P.E. Conner Doolan, P.E., S.E. Kari Cano Michael Choi, P.E., LEEDAP Jose Ramirez, P.E.Geotechnical LupitaAstorga Contreras, EIT Kevin Aguigui, P.E., T.E., E.E., CSEP* Engineering Electrical & Mechanical Gyan Sinha, P.E.* AmirGhavibazoo, Ph.D*z Landscape & Irrigation Joseph Bradshaw, P.E.* Brent Ogden, P.E. Paul Soltis, P.E., G.E 2 Michael Madsen, PLA, CLIA, ASLA* Dustin Colwell, P.E. Lauren Jumanan, P.E. Sammy Daghighi. RE' Michael Ledbetter, PLA Eric Lovejoy, P.E. Matt Durham, PLA, ASLA Dan Berger Erosion Control & SWPPP Tammie Moreno, P.E., QSDIP* Jennifer Steen, AICP * = Key Staff Anthony Smith, P.E., PLS*' Jeff Lenherr Subconsuftants Victor Ona' Jason Marechal, P.E., LEED AP* 1.OnPoint Land Surveying, Inc. Leonard Sanchez' Kameron Qureshi, P.E. 2. Twining, Inc. Ali Monajemii, EIT 3. Avant -Garde, Inc. Construction Supportand 4. Bess Testlab, Inc. Constructibility Kirk Ammerman, RE.* Donald Whitman*' Subconsultants On Point Land Surveying, Inc. (Survey) On Point Land Surveying, Inc. offers highly experienced staff that specialize in �I POINT boundary surveys, design surveys, construction staking, GPS surveys, topographic surveys, parcel maps, tract maps, and records of survey. They utilize both Static and RTK GPS combined with the latest software for processing geospatial data. Robotic total stations ensure that their survey crew supervisors are not tied to one location and can stay mobile to oversee your project. Kimley> Horn GMOC77011.2023 On -Call Engineering Services RFP No. 23-030 Twining, Inc. (Geotechnical Engineering) Twining, Inc. (Twining), a full -service engineering and quality control company ■■ TWI N I N C; established in 1898, has laboratories throughout California and more than 150 inspectors. One of California's largest service providers of geotechnical, materials testing, and construction inspection services, Twining has been a central part of some of California's most regionally significant construction projects. Twining is highly regarded by state and local agencies, developers, contractors, consultants, and industry for providing high -quality services that are reliable, timely, and compliant. Avant -Garde, Inc. (Grant Writinq Services) V A N IF�, ,= AVANT-GARDE, Inc. has successfully provided grant research, grant pomp -- Fu qM per e„ writing, fund administration, compliance management, and community n R D E G CouirTiurlity "`e outreach for twenty years and has secured over $498 million in competitive grant funds for local communities. Their understanding of federal and state requirements, funding administration, and the complex diversity of Southern California make AVANT-GARDE uniquely qualified to perform extensive research to identify and secure grants as an "on -call" consultant. The professional staff of AVANT-GARDE well understands the many ways that a single project may affect the entire organization as well as its desired growth and development. They believe in working as a team and bringing their collective strengths to the table to complement each other's efforts, ultimately resulting in options and services that best serve the client's goals and objectives. Bess Testlab, Inc. (Potholing) BESSBess Testlab, Inc. (BESS) is a certified MBE & UNION Underground Utility Service Company that provides a complete range of underground utility designation and TE5TLAB, INC. utility mapping services to both private and public companies throughout California, Nevada, and Arizona. BESS utilizes State -of -the -Art Electromagnetic and Acoustic Pipe Locators, Ground Penetrating Radar (GPR), Vacuum excavation (potholing) equipment, CCTV pipe inspection robotic crawlers, and survey equipment to designate and map all underground utilities. They employ combination of these tools to provide the best approach to solving the most challenging subsurface utility engineering projects, specializing in "hard to find" facilities and blind searches utility investigations. Availability Table In the interest of brevity, availability percentages have been provided only for our identified key personnel. Availability of our other support staff can be provided upon request. Darren Adrian, P.E. 60% Joseph Bradshaw, P.E. 40% Othman Elmezain, P.E. 80% Sam McWhorter, P.E. 50% Frank Hoffmann, P.E. 30% Kevin Aguigui, P.E., T.E., E.E., CSEP 40% Jean Fares, P.E. 30% Tammie Moreno, P.E., QSD/P 40% Kevin Thomas, CEP, ENV SP 30% Jason Marechal, P.E., LEED AP 50% Timothy Miller, P.E. 50% Dave Barquist, AICP 40% Rich Lucera, P.E., QSD/P, CFM 50% Mike Colombo, P.E. 40% Michael Madsen, PLA, CLIA, ASLA 50% Anthony Smith, P.E., PLS (On Point) 50% Kirk Ammerman, P.E. 50% Amir Ghavibazoo, PhD (Twining) 50% Jason Melchor, P.E. 60% Megan LeNoue (Avant -Garde) 50% Andrew Sanford, P.E. 50% Donald Whitman (Bess Testlab) 50% Gyan Sinha, P.E. 50% Kimley> Horn GMOC77011.2023 On -Call Engineering Services RFP No. 23-030 Team Experience To highlight our key staff members' experience, we have included a Staff Experience Matrix below. Kimley-Horn Multidisciplina Experience Civil Engineering Environmental Services i Q i c G E = E r O E _ r_ LL N E o _ = (D d Y a s c s E 2 H N z `-' E E E Q L Y p v cv y Cn s L ; � m c L = R c c Q C9 0 M cn 3 _ d Y O O g E H d R c R 7 a m M G Planning Service MINE N MENEEMENEE= Structural Engineering Crossing/GradeTraffic Engineering �Water and Sewer Separation Erosion Control Utilities � Drainage,00000MENEEMBERNEEN Landscape Architecture BEE■■■■EE■■W Irrigation■■EN■■ I �Construction Supportkmm WritingGrant BEENE -000 Key Personnel Resumes We have provided resumes of our project manager, key personnel and subconsultants that will be providing services for this contract starting on the following page. These resumes outline our team's technical and design experience as it relates to this on -call contract. Kimley>Morn GMOC77011.2023 On -Call Engineering Services RFP No. 23-030 d. Understanding of Need Relevant Project Experience Kimley-Horn has experience providing on -call work for public agencies throughout Southern California. Below is a matrix that summarizes our team's extensive experience. Following the table, we have included a list of similar on -call contracts within the last five years and the respective client contact information. Additional project references have been provided in Section 1.f. References. vn-can Transportation and Traffic Engineering Services, ✓ ✓ ✓ ✓ ✓ ✓ ✓ Santa Ana On -Call Water Resources Engineering Services, Santa ✓ ✓ ✓ Ana On -Call Planning and Traffic ✓ ✓ ✓ ✓ ✓ ✓ Engineering, Anaheim On -Call Road, Bridge and Traffic Engineering, Orange J ✓ ✓ ✓ ✓ J County On -Call Transportation and Structural Engineering, San ✓ ✓ ✓ Bernardino County On -Call Civil Engineering and ✓ ✓ Plan Check, Irvine On -Call Civil Engineering J Design, Santa Monica South Main Street Corridor, ✓ , ✓ ✓ Santa Ana Santa Ana Boulevard and 5t" Street Protected Bike Lanes, ✓ Santa Ana Ramona Boulevard Intersection Improvements, El Monte Ramona Boulevard Resurfacing, El Monte Pedley Road and Jurupa Road Intersection, Jurupa Valley Lincoln Neighborhood Corridor Project, Santa Monica Kimley»)Horn GMOC77011.2023 7 On -Call Engineering Services RFP No. 23-030 Project Experience and References City of Santa Ana, On -Call Transportation and Traffic Engineering Services, Santa Ana, CA Kimley-Horn has been assisting the City of Santa Ana with its on -call program since 2014. The scope of services for the City's program includes general engineering design services for a variety of projects such as arterial and local streets improvements, bike paths, storm drain, sewer and water improvements, traffic studies, traffic signal, landscape and irrigation systems, grant application writing, surveying, geotechnical investigation, environmental and planning support services, and public parks design. Our team has successfully assisted the City for this program on several task orders. Key Staff: Othman Elmezain, Jason Melchor and Darren Adrian Client: Jason Gabriel, City of Santa Ana 1714.647.5664 jgabrielCa�santa-ana.org Dates: 2014 — Ongoing City of Santa Ana, On -Call Water Resources Engineering Services, Santa Ana, CA Kimley-Horn has been assisting the City of Santa Ana with its on -call program since 2018. The scope of services for the City's program includes engineering design services for a variety of projects with sewer and water improvements. Our team has successfully assisted the City for this program on several task orders. Key Staff: Othman Elmezain, Darren Adrian and Kameron Qureshi Client: Brian Ige, City of Santa Ana 1714.647.3385 Igabriel(a�santa-ana.org Dates: 2018 — Ongoing City of Anaheim, On -Call Planninq and Engineering, Anaheim, CA Kimley-Horn has executed several task orders under two multi -year contracts with the City of Anaheim's Planning and Engineering and Public Works departments. Civil engineering services provided include the preparation of parking studies and traffic studies for private development projects as well as the review of third -party conducted parking and traffic studies. Traffic engineering tasks entail conducting traffic analysis for capacity enhancements or reductions, traffic study support, signal timing and coordination, curb ramp studies, and ITS design. Traffic plan check services include reviewing traffic design plans, reviewing traffic studies for developments, and assisting City staff with traffic circulation and access reviews for developments in the CUP, General Plan Amendment, or reclassification process. Key Staff: Jason Melchor and Tim Chan Client: Rafael Cobian, City of Anaheim 1714.765.5176 1 rcobian anaheim.net Dates: 2017 — Ongoing County of Orange, On -Call Road, Bridge and Traffic Engineering Services, Orange County, CA For more than a decade, Kimley-Horn has been providing the County of Orange Public Works Department with civil and traffic engineering design services. From roadway improvements and highway design to bicycle/pedestrian facilities and complete streets projects, Kimley-Horn has provided the county with project management, design, and planning services. Kimley-Horn team has worked directly with the County's in-house staff to provide outstanding as -needed civil engineering support for these projects. Our team recently was selected for another term of the County's on -call program. Key Staff: Darren Adrian and Jason Melchor Client: Austin Morgan, County of Orange 1855.866.5400 1 austin.morganCa�-ocpw.ocgov.com Dates: 2008 — Ongoing Kimley»)Horn GMOC77011.2023 On -Call Engineering Services RFP No. 23-030 We �_ San Bernardino County, On -Call Transportation and Structural Engineering Services, San Bernardino County, CA Kimley-Horn has been providing on -call transportation and structural engineering services to San Bernardino County since 2018. Our team is currently providing roadway design services for several task orders consisting of installing and upgrading over 270 curb ramps, sidewalks, spandrels and cross gutters to meet current ADA guidelines. Projects also entail replacement of damaged sidewalk, curb, gutter, driveways, cross -gutter, and pavement rehabilitation (full depth replacement, pulverization, and overlays) for various roads throughout the County. Key Staff: Othman Elmezain and Darren Adrian Client: Thomas Bustamonte, San Bernardino County 1 909-387-7922 1 thomas.bustamonte(a)dpw.sbcounty.gov Dates: 2018 — Ongoing City of Irvine, On -Call Civil Engineering Design and Street Improvement Plan Check, Irvine, CA Kimley-Horn is part of the City of Irvine's on -call consultant list for Civil Engineering Design and Street Improvement Plan Check programs. The civil engineering design on -call includes design engineering services for streets, bike trails, storm drains, storm drain channels, land survey, and all related services. We are providing design and specifications for traffic signals, signing, striping, signal modifications, detour plans, and traffic control. The Street Improvement Plan Check On -Call scope of services includes street improvement plan checking for commercial, industrial, and residential projects. The program requires complete familiarity with the City of Irvine Standards and Design Manual, Caltrans Highway Design Manual, Caltrans Traffic Manual, Caltrans Standard Plans and Specifications, Orange County Hydrology Manual, Orange County Local Drainage Manual, Americans Disability Act, and California Title 24 requirements on accessibility. Key Staff: Darren Adrian, Sri Chakravarthy and Jason Melchor Client: Eduardo Lopez, City of Irvine 1940.724.6378 1 edlopez cityofirvine.org Dates: 2018 — Ongoing City of Santa Monica, On -Call Civil Engineering Design, Santa Monica, CA Kimley-Horn has been providing the City of Santa Monica with on -call civil engineering design and street services for complete PS&E packages. The civil engineering design on -call includes design engineering services for streets, bike lanes, storm drains, ADA improvements, street beautification, plan check reviews, and all related services. Key Staff: Darren Adrian, Othman Elmezain and Jason Melchor Client: Curtis Castle, City of Santa Monica 1310.458.8721 1 curtis.castle(aD-smgov.net Dates: 2018 — Ongoing Kimley)))Horn GMOC77011.2023 9 On -Call Engineering Services RFP No. 23-030- City of Santa Ana, South Main Street Corridor Improvements, Santa Ana, CA Kimley-Horn was selected by the City of Santa Ana to help transform the existing South Main Street into a revitalized corridor. The project involved creating solutions for the following issues: street beautification, traffic safety, walkability, bike circulation, environmental sustainability, security, and neighborhood amenities. Specific goals for the project were: re -branding the South Main Street Business District with a consistent theme to promote the neighborhood for future developments; enhancing streetscape aesthetics with landscape and hardscape features to create a more inviting and pleasant urban area; improving street walkable paths with pedestrian safety, curb ramps, crosswalks, and other ADA features; encouraging the use of alternative transportation such as walking, biking, and public transit; improving accessibility to local businesses by providing on street parking; creating a low impact and sustainable design for improvements while considering environmental issues; and enhancing corridor safety and security by adding high visibility crosswalks and pedestrian level street lights. Key Staff: Darren Adrian, Othman Elmezain and Jason Melchor Client: Sean Thomas, City of Santa Ana 1714.647.5655 1 sthomas5(a_santa-ana.orq Dates: 2017 — 2021 City of Santa Ana, Santa Ana Boulevard & 5th Street Protected Bike Lane PS&E, Santa Ana, CA Kimley-Horn provided engineering design services for Santa Ana Boulevard and 5th Street protected bike project in the City of Santa Ana. The project included two and half miles of protected bike lane facilities along various streets in the City's downtown area. This project is one of first protected bike lane projects of this magnitude in Orange County. The project consisted of bike signals, pedestrian walkway improvements, traffic calming features, ADA improvements, signing and striping, and landscape and irrigation design. The project has involved extensive coordination during the design phase with all stakeholders including the Orange County Transportation Authority for the OC Streetcar project within the same area. The Kimley-Horn team provided the City with alternatives for the design of the bike lanes to provide more protection for all modes of transportation including vehicular, pedestrian, and public transit. Key Staff: Gyan Sinha, Jason Melchor, Darren Adrian and Michael Madsen Client: Sean Thomas, City of Santa Ana 1714.571.4241 1 sthomas5(a-)-santa-ana.org Dates: 2017 — 2022 Kimley)))Horn GMOC77011.2023 10 On -Call Engineering Services RFP No. 23-030 City of El Monte, Ramona Boulevard at Valley Boulevard Intersection Improvements, El Monte, CA The City of El Monte intended to improve the arterial level of service and increase vehicular capacity at the Ramona Boulevard/Valley Boulevard intersection by widening and reconfiguring the existing five - point intersection to four -point intersection. The proposed improvements required Right- of -Way acquisitions; geometrical design modifications at Valley Mall to allow for right -in and right -out traffic movement; various utility adjustments/ relocations; traffic signal improvements; bus stop and bus shelter relocations; and parkway and sidewalk modifications. The project resulted in a complete plan, specification, and cost estimate package for bidding and construction purposes. Project's scope of work included Right -of -Way acquisition, intersection widening, traffic study and evaluation, traffic safety enhancement, traffic circulation, CEQA, Phase I and II site assessments, active transportation, community engagement and public outreach, drainage analysis, Water Quality Management Plan, landscape, and street amenities. Key Staff: Darren Adrian, Othman Elmezain, Jason Melchor and Randall Kopff Client: Leticia Ortiz, City of El Monte 1626.580.2058 1 lortiz _elmonteca.gov Dates: 2017 — 2022 City of El Monte, Ramona Boulevard Resurfacinq Proiect, El Monte, CA Kimley-Horn provided the City of El Monte with design services to improve pavement conditions for its street network. Our design services included pavement replacement and overlays according to geotechnical recommendations; enhancement of pedestrian and ADA accessibility; a proposed median; restriping to entail Class III bike routes in both directions; repairs to existing damaged curb, gutters, cross -gutters, sidewalks, driveways, and bus pads; traffic signal modifications; and implementation of low -impact development goals, all while meeting state and federal requirements for funding. Key Staff: Darren Adrian and Othman Elmezain Client: Kevin Ko, City of El Monte 1808.589.6135 1 kko(@elmonteca.gov Dates: 2018 — 2021 City of Jurupa Valley, Pedley Road and Jurupa Road Intersection Analysis and Design, Jurupa Valley,. CA Kimley-Horn prepared a traffic analysis study to evaluate the operation at the intersection of Pedley Road and Jurupa Road which is currently controlled by an all -way stop. The study provided recommended measures for any potential deficiencies associated with the intersection. Kimley-Horn analyzed the Existing and General Plan Buildout Conditions and provided recommendations for future improvements. As a result of the traffic analysis and studies, Kimley-Horn provided design services to widen Jurupa Road and Pedley Road and install new Traffic Signal. Project included right-of-way acquisitions, geometric design modifications, various utility adjustments and relocation, traffic signal installation and railroad grade crossing improvements. Coordination of the at -grade rail crossing improvements with the California Public Utilities Commission (CPUC) and Union Pacific Railroad (UP) was also a part the project tasks. Key Staff: Jason Melchor, Darren Adrian and Othman Elmezain Client: Mike Meyers, City of Jurupa Valley 1951.332.6464 1 mmyers _jurupavalley.org Kimley»)Horn GMOC77011.2023 11 On -Call Engineering Services RFP No. 23-030 Dates: 2016 — 2022 City of Santa Monica, Lincoln Neighborhood Corridor Streetscape Proiect (LiNC), Santa Monica, CA Kimley-Horn provided plans, specifications, and cost estimates (PS&E) to the Lincoln Neighborhood Corridor (UNC), which transformed an aging commuter corridor into an attractive, pedestrian -oriented environment with enhanced multi -modal function. Our team provided roadway design for over 70 curb ramps with each ramp presenting constraints such as building entrances, narrow sidewalks, driveways, steep side streets ,new medians, replacement of damaged sidewalk, curb, gutter, and cross -gutter. Project included streetscape design and services to enhance the quality of the pedestrian environment, improve mobility for users through right-of-way enhancements, and increase safety for roadway users. Deliverables included a preliminary design concept, low impact development (LID) technical memorandum; 60%, 100%, and final plans for street improvement, traffic controls, striping and signing, landscape and irrigation, gateway elements, pedestrian safety lighting, and technical specifications. Key Staff: Darren Adrian, Othman Elmezain and Jason Melchor Client: Curtis Castle, City of Santa Monica 1 310.458.8721 1 curtis.castle(a-)-smgov.net Dates: 2018 — 2020 San Bernardino County, ValleV Boulevard and Other Roads Project, San Bernardino County, CA Kimley-Horn provided San Bernardino County with engineering design services to improve pavement conditions and upgrade several ADA Curb ramps along Valley Boulevard, Cedar Avenue and Slover Avenue within the Bloomington Area. Our services included the design of pavement replacement, pulverization and overlays according to geotechnical recommendations, and miscellaneous concrete improvements where adjacent improvements were affected. The project included enhancing pedestrian and ADA accessibility, repairs to existing damaged curb, gutters, cross gutters, sidewalk, driveways and traffic signal modifications. Key Staff: Othman Elmezain and Darren Adrian Client: Thomas Bustamonte, Count of San Bernardino 1 825 E. Third Street, San Bernardino, CA 92415 909-387-7922 1 tomas.bustamonte(c)dpw.sbcounty.gov Dates: 2018 — 2022 Understanding and Approach to On -Call Services Our approach to on -call contracts is based on developing a team -oriented approach to the project review process. Key characteristics that distinguish Kimley-Horn include: • Rapid mobilization of staff for each task order request, including immediate identification of the key personnel and subconsultants needed for each project. The availability of in-house staff provides efficiency and consistent quality of the technical analyses • Ongoing communication and consultation to address issues that arise during the project review process. The collaborative process maintains project progress and results in user-friendly planning documents and legally defensible environmental documents • Commitment of senior level management to the project to provide close coordination with the City, to help confirm technical accuracy, and to carefully monitor budget and schedule compliance • Responsiveness to any significant issues of concern raised by responsible and regulatory agencies and the public • Flexibility to tailor our approach to meet the specific needs of each project and client We tailor each on -call task assignment's scope of services specifically to the needs of the individual project and the City. Our familiarity with local standards will help us determine what will be necessary to assist the City with each task order. We will approach each project in the same diligent and comprehensive manner including: • Scope of work review and understanding • Kick-off meeting • Data collection and review • Site visit with City staff Kimley»)Horn GMOC77011.2023 12 On -Call Engineering Services RFP No. 23-030 Evaluation of existing conditions Project evaluation and innovation Concept layouts and reports Upon notice to proceed, the appropriate staff will be assigned by project manager Othman Elmezain, P.E. to accomplish the task within the agreed upon timeframe. One of the advantages that our team provides is the ability to assign the right staff to each task. Our team can draw from a multitude of PROJECT APPROACH Prior to NTP u Identify Project Task Order n Scoping Meeting/Coordination with City Task OTderAwarded by City g Prepare Work Plan, Budget, and Schedule Interim site walk and review concept layout of study findings • Response to comments CITY Preliminary Design NTP a Data Collection and Field Survey of Existing Conditions » Civil/Tratfic Plans Utility Coordination City Department Coordination Identity Outside Agency Permits r Construction Documents s Civil/Traffic Plans A Technical Specifications » Opinion of Probable Cost ..t disciplines and resources to ' City Approval complete each assignment — whether the task is relatively Signed Deliverable to minor, requiring only a few City for Bidding Purposes people in a single discipline, or a complicated task requiring numerous people and multiple disciplines. A task manager will be assigned to each task, and he/she will work closely with the project manager to get the project completed on time and on schedule. A sample scope of services —including anticipated tasks necessary for successful completion, deliverables, and suggestions for the City —has been provided in Section 2. Scope of Services and Schedule. Schedule and Cost Control As our client references will confirm, Kimley-Horn has an excellent record of completing projects on schedule and within budget. We have a sophisticated Management Information System (MIS) —including software such as the CostPoint Engineering Accounting system and Microsoft Power BI—that allows our project managers to monitor budgets closely. Using the Project Effort Reports generated twice monthly by our MIS, project managers gain a clear understanding of the project scope early in the process to develop a realistic, well thought-out work plan. Once the work plan is developed with the stakeholders, the project manager communicates to the project team the key milestones and submittal dates — including time for QC reviews —as well as the importance of maintaining the established schedule and budget. This communication, along with teamwork and organization, results in successful projects and satisfied clients. The best approach to keeping a project on schedule is to create a risk register whereby we: 1. Track each potential issue 2. Define the criticality of each potential issue 3. Identify the steps and dates for resolution of each potential issue This approach holds the team accountable and forms the basis for the sequence of steps each team member needs to take to reach resolution and keep the project moving forward. Document Control We utilize a redundant document control system in which both hard and electronic copies of project deliverables and significant project communications are filed and tracked by project number and key words. Our streamlined electronic filing system includes records of meetings and data shared; Kimley»)Horn GMOC77011.2023 13 On -Call Engineering Services RFP No. 23-030- documentation of design decisions; and data collected and/or provided by others, allowing us to quickly locate project records and respond to your requests in a timely fashion. Quality Control/Qualify Assurance (QC/QA) Since our founding, Kimley-Horn has aggressively pursued a commitment to quality for every task, deliverable, and service provided by the firm. We see ourselves as an extension of client staff and place tremendous emphasis on maintaining high standards of quality from the inception of a task through completion. That's why we've developed a QC/QA manual that every project manager and task manager is required to know and use. In addition, for every project, we assign a QC/QA manager to oversee the quality control process. For this contract, QC/QA managers Frank Hoffmann, P.E., Jean Fares, P.E., and Kevin Thomas, CEP, ENV SP will provide quality control and assurance by working with the project team programmatically for adherence to the City's preferred design, reporting, and communication standards. Services Offered: Civil Engineering Civil/roadway planning and design is a pillar of Kimley-Horn. Our team of planners and engineers can address every aspect of roadway design including intersection geometrics, utility relocations, traffic control, traffic calming, green and complete streets, signing and striping, paving design, drainage, stormwater management, retaining walls, signals and lighting, and hydraulic/hydrologic modeling. Our engineers have developed PS&E for thousands of miles of roadways and sidewalks, including neighborhood streets, rural roads, interstate highways, state highways, highway interchange structures, and urban arterials. These projects —performed for state departments of transportation (DOTs), cities, tribes, private entities, and counties —have included route corridor studies, environmental assessments, and construction sequencing. Our team consists of specialists in the latest best practices and guidelines for multimodal and active transportation networks, first and last -mile solutions, urban bikeways, transit corridors, and pedestrian accessibility. Traffic Engineering Kimley-Horn offers complete traffic engineering and design services in-house. We have completed thousands of traffic engineering and operations projects both locally and across the U.S., ranging from major area wide signal systems involving hundreds of intersections to single intersection safety audits, designs, and analyses. Traffic operations, traffic safety, and levels of service are key components in evaluating roadway networks and identifying areas for improvement as well as those warranting further study. We utilize the latest analytical tools including the Highway Capacity Manual (HCM), Synchro, SimTraffic, CORSIM©, and VISSIM, to perform technical operations analyses. We have found these tools to be useful for public involvement and education. In addition, our staff can translate these analyses into easy -to -understand language for public officials as well as project stakeholders. Structural Engineering Kimley-Horn has been responsible for the design of over 700 bridges and inspection of more than 4,000 structures (bridges, grade separations, overhead crossings, etc.) across the United States. We have designed bridge structures that cross canals, rivers, railroad, highways, and local streets, and Kimley»)Horn GMOC77011.2023 14 On -Call Engineering Services RFP No. 23-030Mom ti n understand the differences that make each of these crossings unique. We have designed walls including soil -nail and ground anchor that use top -down construction techniques, mechanically stabilized earth (MSE), and conventional cantilever walls systems. Our professionals have planned and designed hundreds of structures in California and understand how they need to be designed and built for California conditions, and follow the latest codes and manuals. Our engineers utilize the latest AASHTO 8th Edition Bridge Design Specifications, as well as Caltrans Memos to Designer, Seismic Design Criteria, Standard Plans and Specifications in our designs. Kimley-Horn's bridge design clients include state DOTs, cities, counties, airport authorities, and private developers. Our experience with a variety of structural systems enables us to accurately address a project's needs regarding scope, schedule, and budget. Environmental & Planning Services Kimley-Horn provides a full range of environmental services and permitting for capital improvement projects. This includes CEQA and NEPA review, obtaining regulatory permits, assessing hazardous materials, and completing technical analyses required for environmental documents and permits. In addition, each of these services are supported by our GIS analysts who can complete spatial analysis and maps that are essential for reports and permit applications. Our overall experience means the City has access to a team that can provide comprehensive environmental service. Pavement Rehabilitation Kimley-Horn has a successful track record of designing new and innovative pavement rehabilitation projects nationwide. We offer the City significant experience in newer methods, such as Full Depth Asphalt Recycling (FDAR), pulverization techniques, and Asphalt Rubber and Aggregate Membrane (ARAM) as well as additional in -place pavement recycling techniques. Our team is skilled at pavement rehabilitation projects and other factors associated with pavement design, such as: roadway improvements; construction support; federal funding support; utility coordination; and the reduction of traffic impacts during construction. Drainage and Water Quality Kimley-Horn staff includes watershed planners and modelers, water quality scientists, natural resource specialists, stormwater (hydraulics/ hydrology/floodplain modeling) engineers, GIS technicians, and stream and wetland design specialists. This team of experts has prepared a long list of documents to comply with the various hydrology/water quality regulations over the years. These range from, but are not limited to, Storm Water Pollution Prevention Plans (SWPPP), Water Quality Technical Reports (WQTR), Water Pollution Control Plans (WPCP), Water Quality Management Plans (WQMP), and Hydromodification Reports/Plans. To provide the best value to our clients, we stay as current as possible with changes in the regulations throughout California. Landscape and Irrigation From the revitalization of a popular community park to the design and implementation of a downtown streetscape, Kimley-Horn has successfully planned and implemented scores of landscape architecture projects. We have completed dozens of parks and master -plan projects for federal, state, regional, and local governments. As metropolitan urban areas continue to grow, urban design, streetscape design, and landscape architecture have become integral components of roadway and transportation systems that promote inviting environments for users —including pedestrians and bicyclists —to live, work, and play. Revitalizing commercial districts, controlling traffic flows, and providing recreational areas and pedestrian and bicycle facilities in increasingly congested areas are some of the solutions designed by our landscape architects and planners. For our public works projects, we consider drought -resistant landscape features and low water usage irrigation systems to help our clients become more successful in meeting their water conservation goals. Kimley»)Horn GMOC77011.2023 15 On -Call Engineering Services RFP No. 23-030 Water and Sewer Services Kimley-Horn has experience in all phases of project planning, design, and construction management of sewer and wastewater projects. We have a growing list of collection system condition assessment projects including flow monitoring, infiltration and inflow assessments, smoke and dye testing, hydraulic modeling, rehabilitation and replacement recommendation, capital improvement planning, master planning, rate studies, pipe lining, pipe bursting, bypass pumping, trenchless construction, lift station improvements, and odor and corrosion inspection and control. At -Grade Crossing/Grade Separation Our staff is experienced in the preparation and processing of all types of environmental documents under CEQA and NEPA and has extensive knowledge of environmental document requirements. Our environmental professionals not only have years of experience in developing CEQA and NEPA documents for private development, public works and transportation projects, but they also receive regular training on changes in CEQA and NEPA as well as applicable case law affecting the interpretation of current statutes. Kimley-Horn staff has been responsible for preparing all types of documents from Initial Studies and Mitigated Negative Declarations to complete Environmental Impact Reports, Environmental Assessments, and Environmental Impact Statements. Our team has also prepared Mitigation Monitoring Implementation Schedules (MMIS) and Mitigation Monitoring and Reporting Programs (MMRP). Erosion Control/Stormwater Pollution Prevention Plan (SWPPP) Our water resources experience includes hydrologic and hydraulic analyses, permitting, sedimentation and scour analysis, stormwater quantity and quality issues, and the design of hydraulic structures ranging from pipes, culverts, canals, detention basins, and outlet structures to major water control and pump structures. We have design culvert crossings, levees, small dams, outlet structures, and bridges. Representative project areas range in size from one to more than 130,000 acres, and our engineers have been called upon by numerous public agencies and major agricultural, industrial, and residential developers as well. Our staff has the knowledge and experience to conduct preliminary studies, prepare stormwater management plans, and coordinate permit applications. Utilities Every project is unique and presents its own special design challenges; however, the most frequent challenge we face in local municipal projects is related to existing utilities. Most of the projects anticipated to be part of this on -call are in developed areas where utility facilities are currently within the proposed project area and any improvement will generally affect or be affected by the location of the utility facilities. Kimley-Horn believes in drawing the utility lines and features to their true size in our plans to aid in identifying conflicts early in the design phase; potholing potential conflict locations when budgets allow, which gives a better understanding of the locations of the existing utilities; and extensive coordination with the various utility companies. We also use three-dimensional (3D) modeling of utilities to identify potential conflicts in early stages of design. This method has helped us to avoid discrepancies between construction documents and actual field conditions that resulted in cost effective and timely execution of projects. Electrical, Instrumentation, and Control Services Kimley-Horn is a leading consultant in the electrical planning and design of power, motor control centers, motor starters, electrical panels, instrumentation and control systems, lighting design, and communication systems. Our team is thoroughly experienced in all the electrical engineering considerations that may be included in your project(s). Our vast experience allows our team to tackle projects efficiently and precisely in all capacities, ranging from leading large electrical -only projects to small support roles for multidiscipline projects. Kimley-Horn understands that electrical engineering is often a critical component of designing a project. Electrical issues such as utility company coordination, power source access, conduit routing, and existing system integration must be coordinated with all other Kimley»)Horn GMOC77011.2023 16 On -Call Engineering Services RFP No. 23-030 ti n design disciplines prior to the construction phase so that the project schedule is on -track. We base all our designs on the current edition of the National Electrical Code (NEC) and other local standards in order for the requirements to be met and incorporated. Our staff is thoroughly experienced in all aspects of electrical engineering, including light -emitting diode (LED) conversations, developing standards and specifications, and SCADA. The electrical engineering practice utilizes computer -aided design (CAD) and building information modeling (BIM) designs and implementation for seamless coordination between disciplines. Our team can provide the following services: Power Distribution, Coordination Studies, Generator Design, Feasibility Studies, Instrumentation Controls and Life Cycle Evaluations. Grant Writing and Management Our team understands that grant administration is a key element in financial management and ensuring your agency follows through on procurements. It is important that agencies understand and follow the regulations established by the administering agency to ensure compliance as well as eligibility for future funding. We have been providing grant application services to many municipalities in Orange County and other areas in Southern California. This has made us familiar with the latest grant requirements for public works projects such as Safe Routes to School (SRTS), High Safety Improvement Program (HSIP), Active Transportation Program (ATP) and other transportation, water resources, and environmental grants. Bidding and Construction Support As an extension of our design projects by Kimley-Horn, our team is equipped with the latest construction management systems and applications available in the industry including responding to RFI's, reviewing shop drawings, and reviewing progress reports. These tools are scalable and customized to best fit the City's project needs and budget, and to integrate with the City's way of doing business. From simple, time -tested forms and procedures to the state-of-the-art in construction management and web -based systems, our team will deliver small and large projects on -time and under budget while keeping the City up to date on a "real-time" basis. In addition to receiving the benefit of our design team's experience, our construction phase personnel can attend pre -construction conferences and regular project meetings, provide review and approval of submittals, and participate in all other activities required to achieve well - coordinated construction of proposed improvements. Plan Check Services Our team has provided plan checking, peer review, and consultant services for various public agencies to assist them with their plan check needs. Kimley-Horn will utilize the City's in-house plan checklist and plan check documents if available. We will also supplement the City's checklist with our checklist as each project requires. Kimley-Horn has developed a step-by-step plan review criterion so that every improvement plan is reviewed with a consistent checking process. Each development application is thoroughly reviewed, and the required engineering conditions of approval are prepared to comply with generally sound engineering and construction practice, and applicable city, county, state, and federal standards, building codes, municipal code, ordinances, grading, and drainage requirements. e. Willingness to Comply with Agreement Terms As stated in Section 1.b. Contract Agreement Statement, Kimley-Horn has reviewed the City's Standard Agreement that was attached to the RFP and confirms the terms of the Agreement are acceptable. Kimley-Horn has no exceptions to make. Kimley»)Horn GMOC77011.2023 17 On -Call Engineering Services RFP No. 23-030 f. References Per the City's RFP, we have included four client references for whom we have completed work of a similar nature in the past five years below. City of On -Call Civil Engineering Design Services, Santa Ana, CA isSanta Client: City of Santa Monica Monica Contact Information: Curtis Castle, Principal City Engineer 1310.458.8721 curtis.castle(a�smgov.net On -Call Planning and Engineering, Anaheim, CA 1W� Client: City of Anaheim Contact Information: Rafael Cobian, Principal Traffic Engineer 1714.765.5176 rcobian anaheim.net On -Call Transportation and Structural Engineering Services, SAN BERNARDINO San Bernardino County, CA COUNTY Client: San Bernardino County Contact Information: Thomas Bustamonte, Supervising Engineer 909.387.7922 1 thomas.bustamonte(aDdpw.sbcounty.aov City of Santa Ana, South Main Street Corridor Improvements, Santa Ana, CA Client: City of Santa Ana Contact Information: Sean Thomas, Senior Civil Engineer 1714.647.5655 1 sthomas5(absanta-ana.org Kimley)))Horn GMOC77011.2023 18 On -Call Engineering Services RFP No. 23-030 ti Tasks and deliverables shown in this sample scope of services are provided for proposal purposes only. The nature of tasks and deliverables are project -dependent and will vary for each individual task order as requested by the City. Task 1 — Project Management, Meetings and Coordination This task includes project management related tasks such as budget oversight, adherence to project scheduling, and general project coordination. We will communicate with designated City staff (via phone, e-mail, etc.) to provide coordination between the City and Kimley-Horn staff. We will meet with City staff during the course of the project, including one "kick-off' meeting and monthly project progress meetings as requested by the City. The meetings may include discussion on project status and design submittals or to present issues and/or findings. Task 2 — Field Work and Base Map Preparation Kimley-Horn will perform a field review of observable conditions. We will collect field notes for the preparation of street improvement plans including existing street geometrics, lane configurations and widths, digital photographs, and inventory and location of existing facilities that may impact placement of proposed improvements. We will conduct an as -built record research at the City of Santa Ana and County of Orange offices to supplement project base mapping. Deliverable: Field Notes and Photos Task 3 — Survey The Kimley-Horn team will provide a design level Topographic Survey at the project intersections. The rights -of -way will be shown for reference based upon available record maps. The team will walk the project intersections with the City's project manager prior to beginning work. The topographic survey will include: • The vertical control will be based on a local municipal vertical elevation datum, if available • The horizontal control will be based on the California State Plane Coordinate System of 1983 (NAD 83) by using County of Orange GPS horizontal control points and vertical datum shall be NAVD 88. Survey observations will be taken on 50-foot street cross sections to create 1' contour intervals • Spot elevations of grade breaks of curbs, gutters, flow lines, and catch basins • Location, elevation, size, and type of existing visible utilities and improvements • Flow line invert elevations and sizes of existing sanitary sewer and storm drain manholes • Existing driveways and intersections • Location of existing signing, striping, and traffic control signals • Location of trees over six feet in height, regardless of caliper • Topo will be prepared at 20-scale to include areas ten feet beyond the street right-of-way Kimley)))Horn GMOC77011.2023 On -Call Engineering Services RFP No. 23-030 Task 4 — Right -of -Way (Preparation of Legal Plats/Descriptions for TCE and PECs) The Kimley-Horn team will perform relevant research of survey records held within the County Surveyor's office. Our team will prepare legal descriptions and plat maps for property acquisitions and TCEs. Right of Way cost analysis is not included in this scope of services. Filing any records with the County Surveyor's office or setting monuments are not included as part of this scope. Task 5 — Record Research and Utility Coordination Kimley-Horn will coordinate with affected utility agencies during the design phase. This entails sending utility notification letters to utility agencies identified from readily available City information and the field observation. These letters will notify the utility agency of the project, describe anticipated impacts and identify action required. We will provide follow-up calls to non -responsive agencies and generate a utility disposition matrix to serve as documentation and aid in tracking this task. We will prepare utility notification letters consisting of the following: • Utility Information Request • Prepare to Relocate Notice/Final Utility Notice Form • Notice to Relocate Task 6 — Geotechnical and Material Testing The Kimley-Horn team will conduct a geotechnical field review for Infiltration Test, Soil Stability, and Pavement Evaluation along the project limits. We will compile data and geotechnical analysis of the field and laboratory tests consisting of analyses to evaluate and provide recommendations. We will prepare a report presenting the results of field exploration, geotechnical laboratory testing, engineering analyses, as well as conclusions and recommendations relative to the project. Reports will include analysis and design of new pavement construction and pavement rehabilitation alternatives. The analysis will be performed in general accordance with the Caltrans Highway Design Manual design method. We assume the design traffic indices (TI) for the project will be provided to us by the City for our analyses. We assume traffic control for pavement borings and percolation tests will be based on Work Area Traffic Control Handbook (WATCH) manual. Preparation of traffic control plans; hot -mix asphalt patching and Full -Depth Reclamation Recommendations are excluded for this task. Task 7 — Removal Plans We will provide demolition plans to identify removals of known facilities/improvements within the limits of work. This entails showing removal of primary features such as pavement, curb/gutter, concrete ditch, sidewalk, fencing, signs, guard rail, and large trees. Removal plans will be prepared at a scale of 1" = 20' horizontal. Task 8 — Street Improvement Plans Kimley-Horn will prepare Street Improvement Plans for the roadway improvements. The street improvement plans will be prepared with current City of Santa Ana and Caltrans standards, and will be Kimley ))) Horn GMOC77011.2023 "' On -Call Engineering Services RFP No. 23-030- 7_ prepared at scale of 1" = 20' horizontal and 1" = 4' vertical for roadway profiles using MicroStation V8i version drafting software on a 24" x 36", full-size sheet. Street improvement plans will entail horizontal features of proposed curb returns, curb ramps, curb and gutter, sidewalk, cross gutter, spandrels and other surface improvements within the limits of the project. Necessary adjustments to surface utility features will be identified and addressed with call outs and construction notes. Improvements will be designed using City of Santa Ana Standard Plans, Caltrans Standard Plans, Standard Plans for Public Works Construction (SPPWC), and Public Right -of -Way Accessibility Guidelines (PROWAG). Deviations from applicable standards will be indicated on plans. Exceptions will require approval by the City. Task 9 — Hydraulic/Hydrology Analysis Our team will prepare a drainage report to address hydrology and hydraulics for the project site per Orange County Hydrology Manual and Orange County Local Drainage Manual requirements and will provide design recommendations. Modifications are intended to maintain existing drainage patterns and flows. Calculations will consist of comparing the pre- and post -project conditions at the site. Evaluation and recommendations are limited to the impacted portion of the storm drain within the project site. Catch basins will be incorporated into design, where necessary (i.e., to limit flooded width) and at low points. Evaluation of the downstream or upstream existing storm drain system is not anticipated for this task. Task 10 — Water Quality Kimley-Horn will develop a Water Quality Management Plan (WQMP) for the project in compliance with, and meeting the requirements of Order No. R8-2009-0030/NPDES No. CAS618030, of the Santa Ana Regional Water Quality Control Board (RWQCB). The WQMP will incorporate Low Impact Development (LID) Best Management Practices (BMP) to the Maximum Extent Practical (MEP). For example, the use of bioretention facilities within landscaped parkway areas will be in accordance with the United States Environmental Protection Agency (USEPA) Green Street standards. If traditional LID BMPs cannot be incorporated, appropriate proprietary BMPs will be selected to improve water quality. If proprietary items are needed, these will be indicated in compliance with the City's adopted public contracting code. Task 11 — Storm Drain Plans We will prepare storm drain plans showing proposed catch basins and lateral connections to the existing main lines. Catch basin sizing, inlet dimensions, and laterals pipe sizes will be determined as part of our analysis. Potential conflicts with existing utilities will be shown on profiles with approximate location of utilities, per the utility agencies readily available record drawings. Storm drain plans will be prepared at a scale of 1" = 20' horizontal and 1" = 2' vertical for profiles. Task 12 — Traffic Evaluation Kimley-Horn will evaluate appropriateness of signal phasing at project intersections. We will collect intersection peak hour traffic counts at the project intersection. If traffic counts cannot be collected due to the traffic conditions impacted by COVID-19, we will review/utilize available historical counts at the intersection. We will conduct a queueing analysis to determine left -turn pocket storage requirements Kimley)))Horn GMOC77011.2023 '" On -Call Engineering Services RFP No. 23-030 ti along the design street approaches. We will provide a Queueing Summary Memorandum to document the results. orri- Deliverables:-.. Task 13 — Signing and Striping Plans Kimley-Horn will prepare signing and striping plans within project limits. The signing and striping plan will be prepared with current City of Santa Ana and Caltrans standards, and will be prepared at scale of 1" _ 40' using MicroStation V8i version drafting software on a 24" x 36", full-size sheet. Task 14 — Traffic Signal Modification Plans Kimley-Horn will prepare a traffic signal modification plan at the project intersection. Plans at a minimum will show pole schedule, conductor schedule, phase diagram, pole location detail, general notes, and construction notes. The traffic signal modification plan will be prepared in accordance with current City of Santa Ana and Caltrans standards and will be prepared at a scale of 1" = 20' on a 24" x 36", full- size sheet using MicroStation V8i version drafting software. Task 15 — Street Light and Electrical Plans Kimley-Horn will prepare street light plans within project limits. We will conduct voltage drop calculations to determine the wiring sizes. We anticipate we will need to connect to existing service locations along the corridor. New service point locations may be necessary. Coordination with Southern California Edison to determine new and existing service points to be used will be a part of this task. We will provide a photometric analysis to determine required illumination for the corridor. The street light plans will be prepared on at a scale of 1" = 20' horizontal on 24" x 36" full-size sheets. Decorative street lighting fixtures are excluded from this scope of services. Task 16 — Landscape and Irrigation Plans The Kimley-Horn team will prepare landscape and irrigation plans for the proposed medians, parkways, and open spaces within the project limits. These plans will be consistent with the City's Standards and General Plan; the City's Scenic Corridor Elements; the City's Urban Design Elements; and California's Water Efficient Landscape Ordinance. The plans will consider City maintenance when developing the design. We also will provide landscape design for private property landscaped areas impacted by street improvements. Landscape and irrigation plans will be prepared at a scale of 1" = 20' horizontal. Task 17 — Opinion of Probable Construction Cost Kimley-Horn will prepare an opinion of probable construction cost, using Microsoft Excel, for verification of project budget and assistance during the contractor's bidding process. Measurement of units will be contained in the specifications with additional detail for lump sum items as necessary. Unit prices will be derived from current bid information on similar work within the area. Backup information will be submitted along with the estimate if requested for City record and concurrence. Kimley ))) Horn GMOC77011.2023 On -Call Engineering Services RFP No. 23-030 MIMI f The City is specifically cautioned that unit prices for construction have been and remain unpredictable and escalating and we advise that the City consider contingencies and engage in independent contractor pricing exercises. Consultant will exercise reasonable efforts to overcome the challenges presented by current circumstances. Task 18 — Specifications Kimley-Horn will prepare technical specifications based upon the latest Special Provisions boilerplate supplied by the City. Bid items required by the plans or otherwise needed to accomplish project construction will be thoroughly described in the General Provisions and included in the contractor's bid list. Technical provisions will contain adequate detail in coordination with the plans and will reference the Caltrans or other appropriate specifications. Task 19 — Potholing The Kimley-Horn team will provide vacuum excavation potholes to assist in identifying utilities where conflicts may exist with existing utilities. Potholing information will be used to identify potential conflicts with proposed roadway improvements. Additional potholes, if needed, will be an optional item per each pothole. Once the utility data has been collected, the pothole will be restored to its previous condition using native backfill and the appropriate surface restoration materials. We assume traffic control for potholing will be based on the WATCH manual. Preparation of traffic control plans is excluded from this task. Task 20 — Bid Support Kimley-Horn will provide services during the bid stage by attending a pre -bid meeting and responding in writing to requests for clarifications. We will assist the City in the issuance of Addenda to the bid package. Other design changes, such as those for the contractor's preference, are not included in this scope. Changes in the overall design concept are not accounted for in this scope. Task 21 — Construction Support Kimley-Horn will assist the City during the construction period by attending meetings, answering contractor's RFIs, reviewing submittals, reviewing shop drawings, conducting field observations and preparing addendums and clarifications. This also includes assisting in interpretation of bid documents, review of change orders and review of changed conditions in the field. We will prepare record drawings by updating the approved design drawings based on one set of redline markups provided by the contractor, project inspector or City staff. Independent verification of as -built drawings is not included in this scope. Significant deviations from the original design documents are not accounted for in this scope. The purpose of the record drawings is to create a deliverable that will represent the built condition for the City's records as recorded by the contractor. The Kimley-Horn team has no control over the contractor's or construction manager's means, methods, techniques, sequence, schedule, and other activities. Kimley-Horn will provide its services during construction on a time and materials basis, and will notify the client prior to exceeding the budgets stated herein. Kimley)))Horn GMOC77011.2023 V' On -Call Engineering Services RFP No. 23-030 -5i®'ti q ! IMF 1 ! Schedule Tasks and durations shown on the Sample Schedule are provided for proposal purposes only. Nature of tasks and duration will vary for each individual task order and its corresponding schedule or as requested by the City. DRAFT TARGET SCHEDULE - CITY OF SANTA ANA ENGINEERING DESIGN SERVICES SAMPLE STREET IMPROVEMENT PROJECT PSBE ID Task Name Duration Start Finish 2023 Q2 Q3 a., 2024 Q1 QZ Q3 Q4 2025 Q1 Q2 Q3 Q4 2 Q1 Q2 0 City of Santa Ana Improvements Phase I - Plans, Specifications & Estimate (PS&E) Notice to Proceed Kick -Off Meeting Project Management, Meetings & Coordination Record Research and Udllty Coordination Survey Gentechnical and Material Testing Base Mapping Field Ohaervalions 600 days 300 days 1 day 1 day 280 days 280 days I40 days 40 days 5 days 5 days Mon 713123 Fri 1011712 Mon 713123 Fr€ 8123124 Mon 713123 Mon V3123 Wed 715123 Wed W5123 Mon 713123 Fri 7126l24 Mon 7l3123 Fri 7126124 Mon 713123 Fn 8125l23 Mon 713123 Fri 8125123 Mon 8128123 Fri 9H123 Mon 9W23 Fri 9023 -ect Management, Meetings & Coordination ord Research and Utility Coordination f-Way (LegallPlats, TCE and PCEs) mental Services and Estimate and Traffic) on and Estimate (Drainage and Traffic) (No. 3) its Resolution, Plans, Specifications and Estimate Reports (Drainage and Traffic) ssue for Bid Compllation (City Task) issue for Bid Paokage id Support Constluctlon Support 1 2 tice to Proceed Kick -Off Meeting urvey eoteehnleal and Material Testing appinq bservetions reliminary 35% Plans and Estimate ity:Review (No. 1) omments Resolution Ight nviro 5% Plans, Spec fications 5% Reports (Dr dnage lty Review ( o. 2) Omments I esolut WPPP tholirt % tans, Specifications % eport Review omind Ina Ina 3 4 5 6 7 $ 9 10 Preliminary 35% Plans and Estimate 40 days Mon 8728123 Fri 10l20l23 City Review (No. 1) ii20 days Mon 10/23123 Fri 11117123 Comments Resolutions days Mon 11l20123 Pd 1712al23 Right -of -Way, (LegallPlata, TCE and PCEs) 150 days Mon 11/20123 Fri 8128124 Envimnmenlal Services 1160 days Mon 11l20123 Fri 6128f24 65% Plans, Specifications and Estimate '60 days Mon 11127/23 Fri 2116124 66% Reports (Drainage and Ti 60 days Mon 11127123 Fri 2116124 City Review (No- 2) 20 days - Mon 2119124 Fri 3115124 Comments Resolution 5 days Mon 3l1&24 Fri 3122124 60 days Mon 3l25124 Fri 611412A Potholing 60 days Man 3125124 Fri 6114124 95 % Plans. Specifications and Estimate 40 days Mon 3125124 Fri 5l17724 95% Reports (Drainage and Traffic) 40 days Mon 3l25124 Fri 5117124 City Review (No. 3) 20 days Man 5120124 Fri 6114124 Comments Resolution 5 days Mon 6/17124 Fri 6121124 Final Plans, Specifrcations and Estimate 20 days Mon 6124l24 Fri 7119124 Final Reports (Drainage and Traffic) 20 days Mon 6124124 Fn 7119724 Issue for Bid Compilation (City Task) 20 days Mon 7122124 Fri 8116124 Issue for Bid Package 5 days Man 8119/24 Fri 8123f24 Phase II • Sid and Consamedoo Support 300 days Man 8l2&24 Fn 10117/25 Bld Support 60 days Mon 8126124 Fn 11115f2- Constmcllon Supporf 240 days Mon 11118124' Fn 10117Y25 11 12 13 14 15 16 17 18 19SWPPP 20 21 22 23 24 25 26 27 28 29 30 31 Kimlep Horn 1100 Town and Country Road, Suite 700 Orange, CA 9286S Task Mileslana ♦ Summary CRITICAL Baseline Baseline Summary r 1 slippage Baseline Milestone 4 Progeaa Page 1 Mon 311 N23 Kimley)))Horn GMOC77011.2023 V" On -Call Engineering Services RFP No. 23-030 Appendix ATTACHMENT 3-1: NON -COLLUSION AFFIDAVIT CERTIFICATIONS NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, 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 bid are true; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid 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 bid. Note: The abo e on-colluFIse Affidavit is part of the Proposal. Signing this Proposal on the signature portio th cof shals constitute signature of this Non -collusion Affidavit. BIDDERS are cautioned t king a ifrcation may subject the certifier to criminal prosecution, Signed -/ J 1_ �- Darren J. Adrian Sr. Vice President State of California County of il! Aa4Q Subscribed and sworn to (or affirmed) before me on this yak day of M" , 209 � by Qti+ r,% RA �� , proved to me on the basis of satisfactory evidence to be the persono who appeared before me. Notary Public Signature EMMA SORTO Notary pubilc - California Orange County Commission # 2717t56 0Ny Comm. Expires Jan 21, 2024 Notary Public Seal City of Santa Ana RFP Page A3-1 Kimley)))Horn GMOC77011.2023 ix On -Call Engineering Services RFP No. 23-030 Appendix ATTACHMENT 3-2: NON -LOBBYING CERTIFICATION CERTIFICATIONS The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: 1. No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any federal contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any federal contract, grant, loan, or cooperative agreement. 2. If any funds other than federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence any 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, loan or cooperative agreement, the undersigned shall complete and submit a "Disclosure of Lobbying Activities". This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U. S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such sub recipients shall certify and disclose accordingly. Firm Kimley-Horn and,Associates, Inc. Signed and Printed Name: 4112 Title Senior Vice President Date March 14, 2023 Darren J. Adrian, P.E. City of Santa Ana RFP Page A3-2 Kimley)))Horn GMOC77011.2023 On -Call Engineering Services RFP No. 23-030 - Appendix ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION CERTIFICATIONS The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following; employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, I965, 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. 6. 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. 7. 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 City of Santa Ana RFP Page A3-3 Kimley)))Horn GMOC77011.2023 xi On -Call Engineering Services RFP No. 23-030 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 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 sub -consultant 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: L% (ZZ '' Title: Darren J. Adrian, P.E., Sr. Vice President Firm: Kimley-Horn and Associates, Inc. Date: March 14, 2023 City of Santa Ana RFP Page A3-4 Kimley)))Horn GMOC77011.2023 Xii Othman Elmezain, P.E. othman.elmezain@kimley-horn.com 714.705.1387 1100 W Town & Country Road Suite 700, Orange, CA 92868 www.kimley-horn.com 'orn ice Better. EXHIBIT C COMPENSATION Consultant's Fee Proposal including hourly rates if applicable On -Call Engineering Services RFP No. 23-030 F-PAL-Proposal Cover March 14, 2023 1100 Town and Country Road Sean Thomas, Project Manager Suite 700 City of Santa Ana Orange, CA 92868 Public Works Agency; M-36 TEL: 714.939.1030 20 Civic Center Plaza, Ross Annex Santa Ana, CA 92701 RE: Fee Proposal for On -Call Engineering Services (RFP No. 23-030) Dear Mr. Thomas and Members of the Selection Committee: Per the City's RFP, we have provided our fee proposal under this separate cover. Our enclosed fee proposal includes Kimley-Horn's hourly rates and our subconsultants' costs and hourly rates. We welcome the opportunity to discuss our fees with the City and are flexible to adjustments and refinements as necessary to better accommodate your needs. Thank you for your consideration. Should you have any questions regarding our fee proposal, please reach out to our project manager, Othman Elmezain, P.E., at 714.705.1387 or by email at othman.eimezain(a)kimley-horn.com. Sincerely, KIMLEY-HORN AND ASSOCIATES, INC. Othman Elmezain, P.E. Project Manager Darren Adrian, P.E.* Contract Manager/Senior Vice President *As Senior Vice President, Darren Adrian is authorized to make legally binding commitments for Kimley- Horn. Kimley»)Horn GMOC77011.2023 Kimley»>Horn Kimley-Horn and Associates, Inc. Hourly Labor Rate Schedule Classification Rate Analyst 1 $120 - $160 Analyst II $160 - $195 Professional $195 - $235 Senior Professional 1 $235 - $310 Senior Professional II $310 - $395 Senior Technical Support $155 - $285 Technical Support $95 - $155 Support Staff $85 - $135 Effective through June 30, 2024 Subject to annual adjustment thereafter, not to exceed 3% annually. External Reimbursable Expenses will be charged at 10% mark-up, or per the Contract Sub -Consultants will be billed per the Contract EXHIBIT 2 CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND TETRA TECH FOR ON -CALL ENGINEERING SERVICES THIS AGREEMENT is made and entered into on this 16th day of May, 2023 by and between Tetra Tech ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On February 21, 2023 the City issued a Request for Proposal No. 23-030, by which it desired to retain a Consultant having special skill and knowledge in the field of: Professional Engineering Services on an on -call basis for the City's Public Works Agency. B. Consultant submitted a responsive proposal that was among those selected by the city. Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-030. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-030, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in "Scope of Services - Exhibit A", attached hereto and incorporated by reference, and as further described in Consultant's Proposal, attached hereto an incorporated herein by this reference as "Consultant's Proposal - Exhibit B". 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant's Fee Proposal, which is attached hereto and fully incorporated herein by this reference as "Compensation - Exhibit C". Consultant is one of fifteen (15) separate consultants selected to provide services on an on -call basis under RFP 23-030. The total compensation for services provided by all consultants selected under RFP 23-030 shall not exceed the shared aggregate amount of $5,000,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. b. Payment by City shall be made within forty-five (45) days following receipt of proper Page 1 of 10 invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. Notwithstanding any contrary terms contained within Consultant's Fee Proposal, Consultant's fees shall not exceed 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws. 3. TERM This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to a one, two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 6. INSURANCE Consultant 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 Page 2 of 10 the performance of the work hereunder and the results of that work by the Consultant, its agents, representatives, employees or subcontractors. a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section. b. Insurance coverage shall be at least as broad as: (i) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit 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. (ii) Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage. (iii) Workers' Compensation insurance 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. (iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. (v) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. d. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions: (i) Additional Insured 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 Consultant including materials, parts, or equipment furnished in connection with such work or operations. Page 3 of 10 General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary 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 Consultant's insurance and shall not contribute with it. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. 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. (v) Self -Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. 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. (vi)Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims -made basis: • The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. • Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. Page 4 of 10 • 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 Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work. (viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix)Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors. (x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity Page 5 of 10 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 Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. Page 6 of 10 12. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. Page 7 of 10 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Jennifer L. Hall Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 Page 8 of 10 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 Fax: To Consultant: Tom Epperson Vice President Tetra Tech 17885 Von Karman Ave., Suite 500 Irvine, CA 92614 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signatures on following page] Page 9 of 10 SIGNATURE PAGE FOR CONSULTANT AGREEMENT BETWEEN CITY OF SANTA ANA AND TETRA TECH FOR ON -CALL ENGINEERING SERVICES IN WITNESS WHEREOF, 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. CARVALHO City Attorney RECOMMENDED FOR APPROVAL: NABIL SABA Executive Director Public Works Agency CITY OF SANTA ANA KRISTINE RIDGE City Manager CONSULTANT: TOM EPPER Vice President Page 10 of 10 EXHIBIT A SCOPE OF SERVICES Appendix ATTACHMENT I SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR ON -CALL ENGINEERING SERVICES RFP NO.23-030 INTRODUCTION/BACKGROUND The City of Santa Ana intends to retain Civil Engineering Consultants on an as -needed or "on -call" basis. A Professional Services Agreement will be entered into with several of the qualified firms Civil Engineering consultant(s) to provide professional services for a variety of projects on an on -call basis. On an on -call, as -needed basis, the selected firrn(s) may later be asked to provide professional engineering services proposals on specific, project -by -project basis, based on an agreed -upon specific scope of services and fees. In general, work consists of general engineering design projects. Funding sources for each project may vary for each project/task order assignment shall comply with the funding agency's requirements. The projects may include water and sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, traffic signal modifications; landscaping and irrigation systems; park and recreational design, grant application writing, and other related projects as required. On occasion, environmental and planning support services may also be requested. The City may need consultant services for mapping and legal description preparation, construction management, staking and inspection. Occasionally the City may also need geotechnical, electrical, mechanical, structural, and other specific infrastructure related services. The consultant shall be able to assist the City through this contract to provide the necessary services. The consultant shall utilize in-house staff and/or sub -consultants to complete the assignments to meet the City standards. For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. Prime consultant mark-ups for sub -consultant work will not be allowed. All proposals, plans, drawings, specifications, estimates, grant applications, and/or studies will be subject to the final approval and satisfaction of the City of Santa Ana. City of Santa Ana RFP 23-030 Page Al-1 Scope of Services The work consists of general engineering design and cost estimating for civil works projects, City facilities, Parks and other related projects as required. The work in general, consists of work in the following areas and not limited to: • Civil- Design • Transportation/Traffic Structural Geotechnical Land Surveying Architectural Landscape Architectural and Irrigation Environmental Electrical - Mechanical • Instrumentation and Control Systems Fire Protection Land Surveying Financial and Economic Consulting Engineering In addition to general engineering design projects Consultants may be asked to perform the following tasks: • Hydraulic modeling of the water distribution, storm water, and sewer collection systems • Evaluations, studies and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations, EIectrical and industrial control systems evaluations, studies, drawings, documentation and recommendations - Mapping Services Legal Description Preparations Grant Writing- Services Environmental/Planning Support • Construction Management Support • Pavement Management Special Engineering Studies/Reports/Compliance and Investigations Regulatory Compliance with Federal and State and Local Agencies Financial/cash flow analysis- public works programs • Assessment and District Formation Services • Sustainable Infrastructure Services Right of Way Studies If there are any exceptions to the core of requested services, proposers shall list said exceptions in their proposal (matrix form). City of Santa Ana RFP 23-030 Page Al-2 For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. The selected consultants must have the expertise, experience, and demonstrated resources available to perform the work described in this RFP. General Reauirements and Project Deliverables The Consultant's services for plans specifications and estimating (PS&E) for engineering project preparation and special studies/investigations shall include and in be in conformance with the latest editions of the following: Title 24 of the California Code of Regulations (California Building Standards Code). American Water Works Association, California Department of Transportation, the Americans with Disabilities Act, the City of Santa Ana Municipal Code (SAMC), professional Standards established by the City, and or federal, state and local guidelines established in the project. As part of the preparation of the PS&E, the consultant shall prepare the special provisions pertaining to the items of work included in the plans that are not addressed on the latest editions of the applicable standards. The Consultant shall have complete responsibility for the accuracy and completeness of all documents and plans prepared. The plans will be reviewed by the City of Santa Ana for conformity with the requirements of the Agreement. Reviews by the City of Santa Ana do NOT include detailed review or checking of design or the accuracy with which such designs are depicted in the documents and the plans. The documents and plans furnished under the Agreement shall be of a quality acceptable to the City of Santa Ana. The criteria for acceptance shall be a product of neat appearance, well organized, technically and grammatically correct, checked, and dated and having the maker and checker identified. The Consultant shall have project management control procedures in effect during the entire time work is being performed under the Agreement. This task shall include the following: Project Management Plan — the consultant shall provide a detailed management plan including information and coordination with other agencies to ensure compliance and completion of the (PS&E) packages. This plan shall include all milestones and task breakdown for each of the tasks and subtasks included therein. The project management shall be submitted to the Project Manager for review and within 15 calendar days of the issued Notice to Proceed • Deliverables • Quality Control/Quality Assurance (QA/QC) Plan + Project Schedule/Invoicing • Project Correspondence In case of conflict, ambiguities, discrepancies, errors, or omissions, the consultant shall submit the matter to the City for clarification. City of Santa Ana RFP 23-030 Page Al-3 The Consultant shall perform engineering design services resulting in contract documents (plans, specifications and cost estimates "PS&E") for various projects on an as -needed basis. However, work tasks may include studies or a variety of engineering tasks. If requested by the City, the Consultant shall provide a Work Plan which includes a detailed schedule of the assigned project prior to the issuance of Notice to Proceed and/or Task Order. Specific Task Orders with Notices to Proceed ("NTPs") will be provided for project(s) at the discretion of the City. Work required per Task Order shall comply with the Scope of Services and additional provisions in each Task Order and this agreement. The following services/items shall include but are not be limited to; 1. Research existing records of utility companies and agencies and coordinate the proposed improvements with existing field conditions. 2. Conduct an environmental assessment for each project and prepare all documentation required to comply with California Environmental Quality Act (CEQA), and or National Environmental Protection Act (NEPA). (If required) 3. Provide all field survey and topographic work necessary to complete the design effort. Design level survey and base mapping of the project site shall be prepared in US Customary English units by a California licensed Land Surveyor in accordance with the City guidelines and in Microstation V8i Computer Aided Design and Drafting (CARD) format. The horizontal datum shall be NAD 83 and the vertical datum shall be NAVD 88. All survey field notes shall be on forms provided by the City, shall be neatly completed in pencil, and shall become property of the City upon completion of the project. Informal field investigations including marking of removal areas may be required for some of the sidewalk, curb and gutter, and pavement replacement projects. 4. Complete the design of projects including plans, specifications, and engineer's construction cost estimate. The Consultant shall contact manufacturers and/or contractors to verify the engineer's estimate prior to submitting to the City. Specifications shall be prepared in Microsoft Word and an electronic copy of the final version shall be Ru-nished to the City. The City will provide the specification boilerplate to the Consultant. 5. If requested, all preliminary and bid sets of plans shall be plotted on bond or velum paper using Microstation V8i CADD software program. All drawings shall be completed per the City of Santa Ana CADD Standards and any special provisions thereof. For interim submittals, the City may opt to receive only PDF versions of the plans for reviewing purposes. If so, the Consultant team will provide plans and/or specifications accordingly. 6. All original plan sheets, the title sheet of the specifications, calculations, and reports shall be signed and stamped by the Consultant's licensed professional engineer responsible/in-charge of the project. City of Santa Ana RFP 23-030 Page Al-4 7. If a part of the on -call project scope, the Consultant shall provide support services during the bidding and construction phases of the project, including, but not limited to: a. Respond to bidder inquiries during the bidding process, including preparation of any addenda. Following award of the construction contract, the Consultant shall attend the pre -construction meeting. b. Review and approve all submittals and shop plan drawings required supporting the construction contract. The Consultant shall complete shop drawings reviews within two (2) weeks of receipt. Contract Change Order reviews shall be completed within two (2) working days of receipt. c. Respond to written Requests for Information (RFI) to provide clarification or resolve discrepancies in the contract documents. Responses shall be completed within three (3) working days. d. Provide periodic field reviews and bring to the attention of the City of Santa Ana any defects or deficiencies in the work by the construction contractor which the Consultant may observe. The Consultant shall have no authority to issue instruction on behalf of the City of Santa Ana, or to deputize another to do so. S. If included in the on -call project scope, upon completion of construction, the Consultant shall prepare as -built plans and submit them to the City. The Consultant shall incorporate all changes to the plans electronically with all necessary revision notations. Once plans have been updated, a signed set of as -built plans shall be submitted to the City with an electronic copy (in Microstation VSi CARD and pdf formats) of the final as -built drawings via CD ore - mail. 4. The Consultant shall monitor the project progress, maintain project files, and control the quality of the work performed by in-house staff and/or sub -consultants. Incomplete (not meeting targeted completion) or poor quality work will not be accepted. The Consultant shall revise the documents within a revised schedule set by the City, which may require overtime. No additional compensation necessary for the consultant to complete this work to the satisfaction of the City shall be approved by the City for the required revisions. It is the responsibility of the Consultant to produce a professional -level quality of work product. 10. If included in the on -call project scope, attend meetings with the City staff as required. 11. If included in the on -call project scope, the Consultant shall coordinate plan check, design topics, permits and any other issues with the City, other Agencies, and all utility companies as required. At the direction of the City, the Consultant shall be the liaison with affected agencies. 12. If included in the on -call project scope, the Consultant shall be responsible for reviewing and approving addenda and clarifications to plans and specifications. All information regarding the plans and specifications and or documentation related to the project and approved by the City, will then become property of the City. City of Santa Ana RFP 23-030 Page Al-5 A more detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. All tasks orders shall include the staff title, hours, hourly rate and totals as related to the project. Construction Plans, Standard Specifications and Estimate (PS&E) Preliminary Design - Attend project scope meeting with City Staff to review project details. Consultant shall field review, inspect and conduct all necessary surveys to prepare a Preliminary Design Report (PDR) or alternatives, preliminary cost estimate and preferred alternative as requested by the project manager. A (PS&E) package shall be submitted to review at 30% design for independent City review. A (PS&E) package shall be submitted to review at 60% design for independent City review. A (PS&E) package shall be submitted to review at for FINAL independent design review The City will review and comment on the PS&E packages with a turnaround goal of (2) weeks. One (1) copy of the documents with comments will be returned to the consultant. Unless, several agencies are involved in the review process multiple documents with comments will be provided to the consultant. After the final design comments have been incorporated the consultant shall provide the City with final (PS&E) package ready forbid. See Section - General Requirements and Project Deliverables Section. Project Schedule and Progress: Progress review meetings shall be held at intervals deemed appropriate by the City. The Consultant shall furnish two copies of all completed work or partially completed update/status since the last progress review meeting. Progress reports shall be submitted monthly in electronic format indicating achievements and project schedule progress. Ci Res onsibilities: The City will provide information in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein. Furnish scope of work and provide general direction as needed for the assigned project • All plan check coordination within the City Advertise, award, and administer of construction contract • Electronic files (sample plans & specifications, City of Santa Ana's CADD Standards) • Electronic files for title sheets and sheet borders a Facilitate meeting space and coordination and City facilities City of Santa Ana RFP 23-030 Page Al-6 Fee Proposal: In addition to Section W.B.3 (Submittal Requirements: Fee Proposal) fee schedule shall be structured as follows: The fee proposal shall include the firm's standard hourly fee schedule, and/or project fee schedule where applicable and as outlined in this this documents. A list of all positions and hourly rates required to perform the services described herein shall remain valid for one (1) hill calendar year following contract execution. Subsequent rates shall be renegotiated between the firm and the City. Amore detailed scope of work will be provided when/ifa specific project or Task Order proposal is requested of a consultant. Other Terms and Conditions: 1. The project will be implemented in compliance with the City of Santa Ana's policies, as well as Prevailing Wages and State/Federal Requirements. 2. The City regards the inclusion of California based designs, engineering, and construction professionals, facilities, and services as part of the Team to be highly desirable, but not mandatory. 3. The City reserves the right to amend this Request for Proposal by addendum prior to the final dates of submission. 4. All reports, proposals, or other data or materials which are submitted shall become the sole property of the City of Santa Ana with the exception of the confidential Financial Capacity information and sealed fee proposals which will be returned to all proposers after award of contract to the selected Team 5. All products used or developed in the execution of any contract resulting from this request will remain in the public domain at the completion of this project. 6. The City has an affirmative action program. The purpose of the affirmative action program is to encourage certified minority business enterprises and women business enterprises. All submitting firms must have established affirmative action programs approvable by the City. During the RFP stage, all firms will need to complete a "Certification of Non -Discrimination by Contractors" for each firm on their team. City of Santa Ana RFP 23-030 Page At-7 EXHIBIT B CONSULTANT'S PROPOSAL ECK /SANTA ANA 77 I FPO Engineering Services RFP NO. 23-030 MARCH 2023 L SCUPE OF SEH 1. FEE PROPOSA t. CERTIFICATIOP !kPPFNDIX-- RF-RII 0 nce ... ........... 4 *0- Fith Agreement Term ... ...... ........... A nNDSCHFDULP"�' On -Call Engineering— Services, Ago /SANTA ANA Ash, L. Statement of Qualifications NTETRA TECH March 14, 2023 Sean Thomas City of Santa Ana 20 Civic Center Plaza, M-36 Santa Ana, CA 92701 Reference: RFP No.: 23-030, On -Call Engineering Services Mr. Thomas, SECTION A Cover Letter Thank you for the opportunity to submit our Statement of Qualifications to provide On -Call Engineering Services. We value the relationship we have built with the City of Santa Ana through our past and currently ongoing projects. We are committed to providing the City with the same consistent, diligent, high -quality service that you expect and deserve, and have seen from Tetra Tech. Our project team is the right team to provide these On -Call Services for the following reasons: Proven Expertise: Tetra Tech has been providing similar on -call engineering services for more than 35 clients in Southern California. Many of these clients are repeat clients as Tetra Tech has provided service and innovative solutions on -time and within budget. Our reputation as a leader in consulting engineering is validated by Top 10 ratings annually by Engineering News -Record. Tetra Tech consistently ranks among the top engineering firms. In 2022, Tetra Tech was rated No. 4 among the top 500 Design Firms nationwide. Extensive City Water/Wastewater Design Experience: Members of our project team have completed more than 47 water/wastewater projects for the City since 1999. Our project team knows the City's design requirements and standards, preferred materials, and operational preferences which will allow us to complete designs in the most cost-effective manner. Local Staffing and In-house Capabilities: We are proud to be embedded with the local fabric of a community in which we live, work, and play. Although we can draw from a large pool of nationwide resources, our Irvine office has experienced staff ready to mobilize at a moment's notice to meet the City's needs. Tetra Tech can best serve the City on this on -call due to our ability to provide most of the key disciplines and services in-house, leading to an efficient and well -coordinated set of construction documents. We can self -perform the project planning, feasibility studies, surveying, environmental documentation, permitting, project design, bid support, construction support, and post -construction support tasks with top-notch professionals that have built expertise in civil works projects, City facilities, parks, and other related projects. This brings consistency and the ability to execute with no learning curve. Dedication to the City: We believe our past 23-year relationship with the City shows our commitment to providing the City with high -quality service. We have been awarded repeat work with the City due to our quality and responsiveness as well as the trust formed with the City staff. We assure you that the expertise, responsiveness, attention to detail, and commitment demonstrated on our previous work will be fully applied to this work. I certify that I have the authority to negotiate contracts on behalf of Tetra Tech, and I am authorized to make representations for our organization. Please feel free to contact me at (949) 809-5156, or Tom.Epperson@tetratech.com, if you have further questions or requests for additional information. Sincerely, Tom Epperson, PE Vice President 17885 Von Karman Ave., Suite 500, Irvine, CA 926141949.809.5000 1 tetratech.com ))1), PROPOSAL FOR Ili 1 i RFP NO.: 23-030 HISTORY OF THE COMPANY Tetra Tech has more than 27,000 employees worldwide. Established in 1966 and incorporated in Delaware in 1988, Tetra Tech is a multi -national Corporation and a leading provider of specialized consulting engineering and management services that are complemented by our technical , capabilities. The breadth of the Tetra Tech knowledge base encompasses research and development, security, information technology, technical 5 planning, applied science, engineering and architectural design, surveying, years in bus construction management, operations, and maintenance. NATIONAL RECOGNITION Tetra Tech consistently ranks among the top engineering firms annually according to Engineering News -Record. In the 2099 Tatra Tarh %AlnQ ranked: - No. 1 in Water for 19 consecutive years - No. 1 in Treatment & Desalination - No. 2 in Sewer & Waste - No. 4 in the Top 500 Design Firms CITY EXPERIENCE D Services to the City 4.8 in contracts over We believe our best relevant experience is the more than 71 projects that we have completed for the City of Santa Ana since 1999. We are confident that these past projects with the City will attest to our technical excellence, responsive staff and our complete understanding of the City's facilities and processes. Our previous work for the City includes a wide range of engineering services, including storm drain retrofits, sidewalk improvements, active transportation design, pipelines, pump stations, reservoirs, wells, lift stations, flow control facilities, upgrading of the City's water and wastewater facilities, mechanical, structural, electrical and instrumentation design, studies and miscellaneous support. During these projects, we have developed a working relationship with the City's Public Works staff, Parks and Building Departments and Construction Management groups. Because of Tetra Tech's large pool of talented engineers and scientists, we will be able to respond to the full spectrum of issues dealing with the City's facilities. We believe that the City is our best reference for our performance and execution of our past contracts. City of Santa Ana �( PROPOSALFOR J(IY� ���i RFP NO.: 2 3 0 3 0 - ON -CALL ENGINEERING EXPERIENCE Tetra Tech's portfolio includes hundreds of projects necessity to provide timely responses while maintaining involving water and sewer infrastructure design and schedules and budgets. rehabilitation, storm drain improvements, curb and We believe our best relevant experience is the projects gutter replacements, sidewalks, transportation and that we have completed as part of our past and ongoing complete streets, bike paths, land surveying, and as -needed contracts with southern California clients. mapping and legal descriptions. Through efficient We are confident these past projects will attest to management and leadership, our professional staff are our technical excellence, responsible staff, and our currently providing similar engineering services on an complete understanding of every aspect of an on -call as -needed basis for more than 35 clients in Southern engineering services contract. As part of these on -call California. Many of these clients are repeat clients contracts, our projects have included a wide range as Tetra Tech has provided responsive service and of engineering services including feasibility studies, innovative solutions on time and within budget. We detailed design, plan review, design support during understand the privilege of on -call contracts and the construction, and construction management services. City of Santa Ana On -Call Engineering Services CIVIL ENGINEERING EXPERIENCE Tetra Tech's experience in civil engineering design for public works stems from vast project experience in Southern California over the past 54 years completing projects for municipalities. We are familiar with design and construction constraints that are specific to the City of Santa Ana having completed nearly 50 task orders for the City in the past 5 years alone. Our experience in civil design is relevant to the services requested in this contract in that the projects we have successfully delivered for public agencies include street design and widenings, intersection improvements, signalization, drainage improvements, passive and active parks, storm water quality and stormwater capture projects, utility improvement projects, and structural design of bridges and facilities. This experience allows our staff to more effectively implement solutions that are compatible with the goals of the City, including budgeting, procurement, performance, and operation and maintenance. WATER/WAS , EWATER EXPERIENCE Pipeline Projects During the last 15 years, members of our project team have been involved in the design and/or construction support of more than 300 miles of water and recycled water pipelines. Tetra Tech deems pipeline projects to be just as important as facility projects because comprehensive research and design can mitigate field issues. We believe we have a very proficient team that executes these projects efficiently and successfully. Sewer Relining or Rehabilitation Projects For more than 15 years, members of our project team have been involved in the design and/or construction support services of more than 100,000 feet of relining or rehabilitation of existing sewer mains. Tetra Tech has extensive understanding of the temporary handling of the sewage flow during the work as well as the importance of detailing the bypass facilities within the construction plans and specifications. Pump Station/Well Projects Within the last 15 years, our team has been involved in the design and/or construction support of more than 40 water/recycled water pump stations and 15 water wells. We have developed a team, including a hydrogeological engineer, that works efficiently and effectively together to provide our clients with the maximum capacity required. Lift Station Projects For more than 15 years, members of our project team have been involved in the design and/or construction support services of more than 8 lift stations. Flow Control Facility Projects During the last 15 years, members of our project team have been involved in the design and/or construction support of more than 12 flow control facilities. Reservoir Projects Within the last 15 years, our team has been involved in the design and/or construction support of more than 60 water/recycled water reservoirs (steel and concrete). The reservoir design projects utilize a combination of our in-house structural and electrical teams along with a geotechnical firm to present the best design improvement to the client. Water Quality and Disinfection Projects During the last 15 years, our project team has completed design of over 11 treatment (process/ membrane) facilities within Southern California, including design of disinfection facilities at over 10 well and/or reservoir facilities. With new PFAS regulation becoming increasingly required within the State of California, our engineers have become proficient in the design of the latest treatment options available completing over 14 local design projects of PFOS, PFOA, TCE, TOC and Perchlorate. Structural Seismic Retrofits Our in-house structural group has been responsible for the structural analysis and design of water projects completed by Tetra Tech. This work has also included numerous seismic retrofits throughout Southern California. The seismic analysis includes a three- dimensional finite element analysis, member stress analysis, and foundation stability assessment. Electrical and Controls Our in-house electrical group has also supported the projects done within the Irvine office, including utility, industrial, residential, commercial, governmental, and military projects. Our teams work efficiently together to provide our clients with the most comprehensive design. Planning/Engineering Studies For more than 15 years, members of our Project Team have completed over 15 master plans and/or hydraulic modeling, engineering studies within Southern California. TETRA TECH PROPOSALFOR RFP NO.: 23-030 Cole St, 5th St, Florence Ave, Samoline & Melva St 1951 Cohort Pipeline Replacement La Palma Ave and Tustin Ave Water Main Replacement at Railway Crossing Water Main Replacement (3 projects) Water Main Replacement (Annual) La Mirada Recycled Water Pipeline Katella Ave. Water Main Replacement Water Main Replacement (5 projects) Phase IIB Package 3 RW Recycled Water Expansion Newport Blvd. Water Main Replacement Peters Canyon Channel Reuse Pipeline Crown Valley Force Main Replacement Regional Lift Station Force Main Replacement Gisler-Redhill SARI and Yorba Linda Spur Orange/Del Amo/15th Street Sewer Improvement Project Westminster Avenue & McFadden Sewer Broadway Phase 3 Relining Westminster Ave. and Beach Blvd. Siphon rjw'---_a7.V_%E11L_.-- ---- SA-7 Relocation Carlsbad Conveyance FCF SA-4 and SA-5 Relocation of Zone 1 FCF Kraemer Basin Valve Vault Sand Canyon PRS 7,000 22,100 ® COMPLETEDESIGN 12" —Oct 2022 8"-12" 2021-Current 6"-16" Current 600 12"-36" 2021 24,700 8"-12" 2020 - 2021 150,000 8" 2002 - 2019 28,700 4"-20" 2018 7,000 12"-16" 2017 50,000 8"-12' 2007 - 2017 20,000 4"-12" 2007 - 2017 127,700 4"-24" 2016 5,300 8"-24" 2016 17,000 10"-16" 2016 9,400 12" Oct 2022 16,000 24" 2020 3,600 21"-33" 2015 25,500 15" & 54" 2013 5,200 8"-15" 2013 3,700 10" & 12" 2013 4,900 12"-15" 2013 3,000 14" & 18" 2009 3,000 8" & 15" 2009 2021 2016 2016 2012 2012 2009 • • . Linda Water District Timber Ridge Booster Pump Station Replacement 2021 Irvine Ranch Water District Zone 8 to 9 Booster Pump Station 2021 City of Elizabeth Booster Pump Station 2016 Irvine Ranch Water District Peters Canyon Channel Revise Pump Facilities 2016 City of Santa Ana On -Call Engineering Services Mid -Basin Injection Wells (4 Wells) Burris Pump Station New Santiago Booster Pump Station Huntington Horn Reservoir Park Lane Reservoir Simon Ranch Reservoir iial Park lent City of Santa Ana San Lorenzo Lift Station City of Santa Ana Maxine Lift Station Bypass 2018/19 Reservoir Management System Well 16 Treatment Plant Well 22 Treatment Facility PDF Ammonia and Chlorine Mods Chlorine Replacement at Wells 13 and 14 Nohl Tank Disinfection Modifications 2022 2021 2019 2010 2008 2021 2019 2017 2016 2016 2013 2012 2011 2019 2014 2019 - 2020 2019 2015 2013 2012 2011 Pure Water Oceanside Advanced Water Purification Facility Current Albert Robles Center for Water Recycling 2019 Huntington Beach Seawater Desalination Plant 2013 Well 21 and 22 Desalter 2010 Walnut Reservoir Assessment and Evaluation 2022 Reservoir Vulnerability Retrofits (6 Reservoirs) 2022 Santa Ana Gap Reservoir Assessment 2022 Hunting Horn Reservoir Assessment 2021 Condition Assessment of 3 Reservoirs 2021 TETRA TECH RELEVANT CIVIL DESIGN I SURVEY EXPERIENCE Lincoln Avenue Pedestrian Pathway, City of Santa Ana First Street Pedestrian Improvements, City of Santa Ana Bolivar Park Stormwater Capture, City of Lakewood Culver Boulevard Realignment, Stormwater Filtration and Retention, City of Culver City Albion Riverside Park, City of Los Angeles Garfield Avenue Complete Street Improvements, City of South Gate DTLA Arts District Pedestrian & Cyclist Safety Active Transportation Project (ATP) 3, City of Los Skid Row Neighborhood Topographic Surveys and Construction Stakina. Citv of Los Anaeles Merced Avenue Greenway, City of South El Monte Sixth Street Park, Arts, River, and Connectivity (PARC), City of Los Angeles PG&E ADA Ramps, Pacific Gas and Electric Vermont Avenue Stormwater Capture and Green Streets, City of Los Angeles Shell Beach Streetscape, City of Pismo Beach Boyle Heights Pedestrian Linkages Active Transportation Project (ATP 2), City of Los Angele Stormwater Parks Program (4 Parks), City of Los Bannock Avenue Green Street Design for Watershed Protection, City of San Diego NAVFAC Southwest Surveying and Mapping IDIQ, US Navy Redondo Beach Upper Walkway, County of Los Pacoima Wash Mountain Bikeway, Mountains Recreation Conservation Authority Templeton to Atascadero Multi -Use Pathway, County of San Luis Obispo Bonita School Road Bridge Replacement Survey, TYLin International � L O y L O Q Q O Qi od Q M � d Cl � c f3 O +-' d N V c Lc U N fn c= O Cc� m E ccw c > = .0C9 SD = a c c cn n m °a c 0 c a Q y 0 o m y1 CL N70 Q N N V Q M r j V �Q c V C C V) L c d O CM—•V i V c °� CL E c > N c_ i i COL CD c U H cn N N 0 H J d J WU 2 IL am Uv) in in rA On -Call Engineering Services OUR TEAM Tetra Tech has assembled our personnel based on individual strengths, technical skills, and experience working together. We tailored our team composition to fit specific scopes of work and provide the City with a team that is local, experienced, and seamlessly transitions into the roles required under each on -call task order. Below is our organization chart and a table summarizing our Project Team's years of experience and percentage of time devoted to this contract may be found following this page. We have included resumes for the noted personnel in the Appendix. * RESUME INCLUDED IN THE APPENDIX TASK MANAGER Erica Jenkins* DESIGN ENGINEER Jaden Miller, PE TASK MANAGER Eric Yuen, PE. SE* DESIGN ENGINEER Mike Olsen, PE CIVIL DESIGN TASK MANAGER Elva Pangilinan, PE, ENV SP, CDT* DESIGN ENGINEER Tyler Parra, PE PROJECT TEAM CHART Tom Epperson, PE=f PROJECTDEPUTY Neha Gajjar, PE* (Water/Wastewater) Justin Smith, PE* (General Civil) TASK MANAGER Laurence Esguerra, PE* DESIGN ENGINEER Matt Vera, PE TASK MANAGER Molly Mell, PE* DESIGN ENGINEER Cory Heggtveit TASK MANAGER Devin Newton, PE, QSD/P* DESIGN ENGINEER Bridget Elliott, PE TASK MANAGER Mike Tsoi, PE* DESIGN ENGINEER Erin Cabanero, PE TASK MANAGER Mazen Kassar, PE* DESIGN ENGINEER Douglas Seaman TASK MANAGER Craig Ziel, PE, QSD/P* DESIGN ENGINEER Elva Pangilinan, PE Mark Bush, PE* Jason Fussell, PE. PLS, ENV SP, LEED AP, QSD/P* TASK MANAGER Amanda Taylor, PE* DESIGN ENGINEER Peter Yu, PE TECHN [CAL STUDI ESIRE PORTS/HYDRAULIC .• TASK MANAGER Ken Berard, PE* DESIGN ENGINEER Adrian Lee, PE TASK MANAGER Dan Helt, PE, PLS* SURVEYOR Eric Martin, PE, PLS TASK MANAGER TASK MANAGER TASK MANAGER TASK MANAGER Elva Pangilinan, PE, Craig Ziel, PE, QSD/P* Peter Skopek, GE, PE* Jeff Atijera, PE* ENV SP, CDT* DESIGN ENGINEER DESIGN ENGINEER DESIGN ENGINEER Megan Hanrahan, PE. ENV SP Philip Nordhus, EIT Fernando Cuenca, GE, PhD LANDSCAPE ARCHITECTURE IRRIGATION ENVIRONMENTAL(ARCHITECTURE PLANNING TASK MANAGER TASK MANAGER TASK MANAGER TASK MANAGER Marcel Bodsky, RA* Heath Pray* Paula Fell* Ken Kulonis, PE* TETRA TECH PROPOSALFOR RFP NO.: 23-030 42 ME 7M�M RCE # 36399 30% 31 RCE # 55574 ! 60% 10 RCE # 85736 60% 28 RCE # 60477 20% 20 RCE # 70879, PLS # 9006, QSD/P # 20231, LEED AP, ENV SP 20% 30 EIT # EX102020 30% 6 RCE # 94354 30% 20 RCE # 73803 30% 9 RCE # 86663 40% 33 RCE # 53715 40% 14 RCE # 89704 40% 14 PE Chemical # 6700 30% 16 RCE # 88056 30% 16 RCE # 75983 RSE # 6177 30% 14 RCE # 81944 25% 30 RCE # 59104, ENV SP 30% 22 N/A 30% 30 REE # 15809 25% 11 N/A 30% 37 RCE # 45499 30% 15 RCE # 79032 30% 15 RCE # 81113, ENV SP, CDT 75% 9 RCE # 89535 50% 22 RCE # 72952, QSD/P # 01054 50% 19 RCE # 84723, LEED AP 50% 17 RCE # 74743, QSD/P # 23344 50% 20 RCE # C69347, PLS # 8925 25% 11 RCE # 84829, PLS # 9718 30% 8 RCE # 92018 30% 5 EIT # 165170 50% 35 RCE # 59242, RGE # 2635 30% 15 RCE # 50097, RGE # 3128 30% 23 RCE # 72039 50% 38 RA # 35520 30% 27 N/A 50% 29 N/A 30% 46 RME # M27379 25% Mr. Epperson will be the primary point of contact for the City and will manage each on -call task order on behalf of Tetra Tech. Tom has been working with the City for more than a decade and brings 41 years of professional experience in water, wastewater, and reclaimed water engineering. He has been responsible for the preparation of water, wastewater, and reclaimed water master plans, project design reports for various water, wastewater, and reclaimed water facilities, and the planning and desig, ,n of waterwastewaterand reclaimed water pipelines, along with pump stations and reservoirs. Tom has completed the design, bidding, and construction management of more than 300 miles of water/reclaimed water/sewer mains, 40 water/reclaimed water pump stations, 15 well -head facilities, 12 sewer lift stations and 25 water/reclaimed water storage reservoirs throughout Southern California. ■ City of Santa Ana Services Ms. Gajjar has more than 30 years of professional experience providing project management, planning, and design of water transmission, distribution, and storage facilities projects. Neha has significant experience preparing plans and specifications for water/sewer mains, storm drains, pipelines, and has an intimate understanding of these requirements for many municipalities. Her responsibilities as engineering lead include establishing design parameters, planning activities to meet client needs and project schedules, and managing required appropriate technical resources required for each project. Neha provides the added value of working with the City of Santa Ana on the Washington Well Drilling Phase 2, SA-1 Hydro -Generator Replacement, and Crooke Reservoir and Pump Station Improvements projects. Mr. Bush has more than 27 years of professional experience in water, wastewater, and recycled water engineering. He has been responsible for the completion of more than 100 miles of potaoie water, recyciea water, and sewer mains, 20 potable water and recycled water pump station and well projects, and 14 potable and recycled water reservoirs. Mark brings leadership, a strong work ethic, technical knowledge, and dedication to client satisfaction to each and every project. Mark brings relevant program management experience with the City on more than 26 water services projects under Tetra Tech's current As - Needed Engineering Services Contract. Mr. Smith brings extensive knowledge in civil engineering from his involvement in f IF7 a variety of municipal projects of varying size and funding. His design experience includes parking lot and roadway geometrics, pedestrian accessibility improvements, bike trails, parks, construction and post -construction stormwater BMPs, storm drain improvements including hydrologic and hydraulic design, overall utility plans, structural design, and grading activities varying from mass grading to final precise grading plans. Justin's relevant project experience includes his role as project manager for the City of Santa Ana's Lincoln Avenue Pedestrian Pathway, Downtown Santa Ana Flood Reduction and Stormwater Infiltration, First Street Pedestrian Improvements, and First Street Slope Stabilization Projects. Mr. Fussel has more than 20 years of engineering experience that includes work on both public and private sectorjobs. His main strength is leading complex multi -disciplinary projects consisting oT teams of engineers and scientists. His relevant project experience includes hydrology and hydraulic studies in support of transportation projects and bridge designs, street and storm drain improvements and grading activities varying from mass grading to final precise grading plans. Jason is also experienced in stormwater analysis, studies, design, preparation of specifications, bid documents, cost estimates, and construction support services, as well as conducting topographic surveys, utility surveys, Record of Surveys, ALTA surveys, and coordination of aerial topography. Jason is currently overseeing Tetra Tech's on - call contract with the City to provide On -Call Stormwater Project Design Services. ■ TETRA TECH Tetra Tech understands that the City is seeking to retain civil engineering consulting firms on an as -needed basis, to provide the necessary engineering services and to meet City standards. For specialized work that requires a subconsultant, the prime consultant shall serve as an administrative liaison between the City and the subconsultant. ,APPROACH Tetra Tech has a strong history of providing on -call engineering services to the City of Santa Ana, and our goal is to strengthen this relationship through a "teamworking and partnering" approach. Our approach focuses on open communication and responsiveness while providing fiscally responsible engineering services and solutions to the City and community members of Santa Ana. Tetra Tech has assembled a specialized team of dedicated professionals and local experts to best serve the City's complete engineering needs, while providing comprehensive coverage, support, and management of the City's various department programs and tasks. Our basic approach to engineering support services will be to provide the City with an experienced, knowledgeable and enthusiastic staff dedicated to providing the level of service the City desires. Tetra Tech is committing our top project manager and most experienced project engineers to this contract to ensure that this is accomplished. Our team will be able to recognize and anticipate problems and be able to come to the City with options and solutions in a timely manner. Our core principles establish how we plan to partner with the City to successfully complete your projects: Service: Tetra Tech puts its clients first. We listen to and better understand our clients' needs and deliver cost- effective solutions that meet those needs. Our philosophy is to "Do it Right." Value: Tetra Tech takes on our clients' problems as if they were our own. We develop and implement real -world solutions that are cost-effective, efficient, and practical. Excellence: Tetra Tech brings superior technical capability, disciplined project management, and excellence in safety and quality to all of our work. Opportunity: Our people are our number one asset. Our workforce is diverse and includes leading experts in our fields. Our entrepreneurial nature and commitment to success provides challenges and opportunities. City of Santa Ana On -Call Engineering Services Our extensive experience with similar projects will ensure that the City will receive a high level of service delivered by qualified, knowledgeable engineering professionals. Highly meticulous and coherent plans and specifications greatly benefit all project stakeholders, with the largest benefit realized by the Owner. Quality contract documents clearly lead to a larger number of bidders, lower competitive bid prices (due to increased competition, the contractor has less to assume and take the risk for, and a greater overall comfort level in our design based on a long history of successful projects), and lowest overall cost while achieving a very high -quality end product (quality contract documents mitigates the potential, and impact of change orders, and sets forth a standard of quality the contract must achieve). No two projects are the same, although many are similar. The key is to utilize elements of work that have been successful and can be appropriately applied to your projects, continue to improve construction efficiencies without lowering quality based on contractor feedback, and maximize the overall operational flexibility. We feel the previous work that Tetra Tech has completed on previous projects for the City are examples of our quality product which has resulted in a low overall cost for the City. We want to utilize the experience gained from working on the previous projects, and to continue providing the City with exceptional services to assure that another project is successfully completed to the satisfaction of the City. It is this experience where Tetra Tech has truly garnered the understanding and needs of the City to support on the design and engineering services below. TASK ORDER APPROACH Every project has unique challenges and concerns regardless of how similar it may be to previous projects. To ensure the timely and efficient completion of work, it is imperative to identify all project specific issues during the development of the project scope and project implementation stages so that each issue can receive proper attention at the appropriate point in the process. The intent is to resolve each issue while quantifying its impact on project costs, schedule, and risks. A detailed outline of our standard task order approach is included in Section 2 Scope of Services and Schedule. PROJECT MANAGEMENT PROCEDURES Successful on -call service contracts require a diverse and highly talented team, made up of specific engineering and design disciplines, as well as responsible project management. No matter the task that is being requested, each project requires: • Delivering a project within budget and on schedule • Coordinating with appropriate agency representatives • Implementing a Quality Assurance/Quality Control Plan to increase the excellence of the end product • Teamwork development and meeting participation PROJECT/COST CONTROL For project development, Tetra Tech will use a Project Management/Control System which we have used successfully on numerous municipal projects. The core of this system is a monthly Project Management Report. CRITICAL PATH METHOD (CPM) SCHEDULES Tetra Tech will approach the development of a detailed work plan very seriously. The project team will meet at project initiation to collectively determine the smaller work tasks required to complete the major work activities as established in the Scope of Services. A sequencing plan of these smaller work tasks, using precedence format, will be developed which in turn will determine the overall schedule. The series of work tasks and resulting schedule will be diagrammatically exhibited as a Critical Path Method (CPM) flow chart. This flow chart, which highlights the critical path, will be used to base our determination of the intermediate project milestones. TETRA TECH ( PROPOSALFOR R F P NO.: 2 3 - 0 3 0 QUALITY ASSURANCE/QUALITY CONTROL At Tetra Tech, our methods and techniques for Quality Control (QC) are employed in all phases of work to ensure that the quality requirements are fulfilled for our clients. Quality Assurance (QA) is integral to our culture and processes and is ingrained in each task to be properly implemented. Our Quality Assurance has been responsible for driving down the lead time for Project Delivery and reduces the overall cost of the project by minimizing quality checks, rework and agency delays. The Quality Check process is a formalized step in the delivery process that requires all documents and deliverables to go through an independent review prior to release. The goal is simple: ensure that the product meets the expectations of the client and does not require the City to review the deliverables. This goal keeps rework down and achieves two primary goals: reducing cost and time. • First, the QC Manager will conduct a formal review of the deliverable highlighting all reviewed work and redlining the set. • Once the review is finished and verified that all redlines have been addressed, the Project Manager will review the set to look for constructability and interdisciplinary issues. • The final phase is a peer review to produce an independent quality check prior to submittal. This process fixes mistakes, verifies compliance with design criteria and codes, and provides feedback to the design team. • Furthermore, the process is audited to keep the managers accountable for following the quality check process. STAFFING WITH LOCAL KNOWLEDGE AND DEPTH OF TECHNICAL EXPERTISE Members of our project team are locally based and are deeply invested in projects that will improve the local community and provide beneficial public space. Having an adequate amount and necessary type of resources are critical to the success of a project. Inadequate resources can result in project delays and/or poor execution of required tasks. Tetra Tech is ready to provide support to the City with our experience and knowledge to quickly resolve technical issues and challenges. The Tetra Tech team can provide the specialized expertise and the depth of resources necessary to meet or exceed the City's variable project requirements including providing the following services: • Civil - Design • Transportation/Traffic • Structural • Geotechnical • Land Surveying • Architectural • Landscape Architectural and Irrigation • Environmental/Planning Support • Mechanical • Instrumentation and Control Systems • Hydraulic modeling of the water distribution, storm water, and sewer collection systems • Evaluations, studies and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations, • Electrical and industrial control systems evaluations, studies, drawings, documentation and recommendations • Mapping Services • Legal Description Preparations • Construction Management Support • Pavement Management • Special Engineering Studies/Reports/Compliance and Investigations • Sustainable Infrastructure Services • Right of Way Studies City of Santa Ana On -Call Engineering Services CLIENT REFEREN SERVICES PROVIDED Irvine Ranch Water District Richard Mori, PE 15600 Sand Canyon Avenue Irvine, CA 949/453-5571 92618 mori@irwd.com Orange County Water District 18700 Ward Street, Fountain Valley, CA 92708 Moulton Niguel Water District 27500 La Paz Road Laguna Niguel, CA 92677 Mike Markus, PE 714/378-3305 Matt Collings, PE 949/425-3552 mcolling@mnwd.com West Basin Municipal Water District Wendell Johnson, PE 17140 S. Avalon Blvd., Suite 210 310/217-2411 Carson, CA 90746 wendellj@westbasin.org 8 Pipelines; 6 Pump Stations; 12 Well Equipping; 1 Reservoir, and 4 Membrane Treatment Projects 6 Pipelines; 1 Vault Modification; 1 Pump Station; and 1 Well Injection Project On -Call Services; 8 pipelines; 4 Meter Projects; 6 Pump Station/1 Lift Station Upgrades; 4 Studies; and 2 Reports As -Needed Engineering; On -Call Customer Development; 6 Pipelines; 6 Studies; 1 Pump Station; and 4 Pressure Reducing Valves/Chemicals El Toro Water District Dennis Cafferty, PE 949/837-7050dcafferty@etwd Recycled Water Distribution System 24251 Los Alisos Blvd. .com Expansion; and Oso Lift Station Lake Forest, CA 92630 Improvements On -Call Services; 2 Well Projects; 4 Mesa Water District Andrew Wiesner, PE Pipeline Projects; Valve Replacements; 1965 Placentia Avenue 949/207-5458 Standard Upgrades; and 4 Water/ Costa Mesa, CA 92627 andreww@mesawater.org Wastewater Projects City of Los Angeles, Bureau of Engineering 1149 S. Broadway, Suite 630 Los Angeles, CA 90015 Pacific Gas & Electric Company 77 Beale Street San Francisco, CA 94177 Bryan Powell, PE 213/485-5908 bryan.powell@lacity.org Christopher Chu, PLS 415/265-4273 christopher.chu@pge.com On -Call Engineering Design Services On -Call Civil Engineering and Land Surveying Services TETRA TECH ( PROPOSALFOR R F P NO.: 2 3 - 0 3 0 SANTIAGO PUMP STATION MODIFICATIONS, Santiago Creek, CA The original Santiago Pump Station was constructed at the bottom of Bond Basin in 2002. Four submersible pumps, each with their own MCC, were installed with varying power and head capacities to accommodate large fluctuations in water elevation. Soon after commissioning the station, three of the four pumps failed. In 2011, Orange County Water District (OCWD) installed the floating pump station that is currently in use. In 2019, the last functional submersible pump failed, leaving OCWD without the ability to pump water from Santiago Basin when the water elevation is above 240- feet. The OCWD identified two potential solutions to regain pumping capacity when water elevations are above 240-feet: (1) Add two small pumps to the floating station and construct any necessary modifications to accommodate the additional pumps; or (2) Replace the existing larger pump drives with Variable Frequency Drives (VFD) and construct any additional necessary modifications that will allow the pumps to function within the configuration of the existing facilities. The goal of this project was to provide a recommendation and prepare 65% plans on the optimal option to restore the ability to pump water from Santiago Basin. Preliminary evaluations of the options, included identifying the appropriate VFD and their potential costs; coordinating with the barge manufacturer for additional barge sections to accommodate the two smaller pumps; and working with the pump manufacturer to obtain potential costs for the purchase of two smaller pumps. FLEMING ZONE 8 TANK AND ZONE 8 TO 9 BOOSTER PUMP STATION IMPROVEMENTS, Orange County, CA Irvine Ranch Water District (IRWD) provides potable water supply service to the Santiago Area located in an unincorporated region of Orange County. This service area includes four distinct sub -areas containing a system of reservoirs and pump stations that solely rely on the existing 150,000-gallon steel Zone 8 Fleming storage reservoir and the existing Zone 8 to 9 booster pump station as the main source of water supply. In 2017, IRWD completed an analysis and recommended improvements for the undersized infrastructure and requirements for additional storage. This project included several primary components, including: • Demolition of the existing reservoir and pump station • A new above ground 1.3 MG prestressed concrete reservoir • Replacement of the Zone 8 to 9 pump station with three 600 GPM pumps • A replacement storage building • An RMS building with sodium hypochlorite/aqueous ammonia treatment • A 2,000-gallon diesel fuel storage tank • Siting for electrical service, controls, and telemetry improvements City of Santa Ana On -Call Engineering Services WELL NO. 29 WITH PFOS AND PFOA TREATMENT SYSTEMS, Orange, CA Tetra Tech provided engineering design services for the well drilling and well equipping of a potable water well in the City of Orange. The City's Water Division operates a water distribution system including water mains, wells, pump stations, and reservoirs. The City pumps water from the groundwater basin through an existing well network that includes 12 active wells and imports water from the Colorado River and Northern California as a secondary source. Well No. 29 is proposed to enhance the reliability, efficiency, and redundancy of the City's water system. Currently, Well No. 8 and its supporting facilities were located within the existing site. The property was mostly unpaved and small areas of asphalt around the well facilities. No. 29 and PFOS/PFOA treatment system constructed. The Well No. 8 is to be destroyed and the new Well Well No. 29 will pump water to the 370 Zone and is expected to produce approximately 3,000 GPM. The PFOS/ PFOA treatment system shall be designed to treat approximately 3,500 to 4,500 GPM, which includes the total production of proposed Well No. 29 and existing Well No. 9, located 300 feet to the north. The well facilities include a wellhead enclosure, chlorination, and electrical building, with an external roll -up generator connection for backup power. The on -site piping includes piping from Well Nos. 9 and 29 to the treatment system and post treatment piping to the distribution system. The Water Division is to bid the well drilling phase and well equipping phase separately. The site includes building and landscaping design, paving, and fencing. Well drilling construction began in February 2021 and well equipping began after drilling was complete. ROSETON PLANT IMPROVEMENTS, Artesia, CA Golden State Water Company wants to add a 0.75 MG welded steel reservoir, booster station, and backup power generator to the existing plant. Included with the work is the relocation of the Fe/Mn backwash tank and skid mounted recycle pump, and relocation of the MCC for Well No. 2. The existing facilities to remain include Well No. 1 and No. 2, the three bay chemical building, Fe/Mn treatment system, and SCE transformer if it is determined it is adequately sized for the proposed and existing facilities. The booster pump station is to be comprised of four vertical turbine pumps each with a capacity of 1,000 GPM against system pressure (with assumed 75 hp motors). The new Welded Steel Reservoir (WSR) shall have a usable capacity of 0.75 MG, with a separate inlet and outlet. The WSR inlet will incorporate an altitude valve to control tank filling with system water. Desired WSR dimensions shall have a maximum external height of 30 feet, an overflow level equal to 26 feet, and a diameter of approximately 70 feet. The groundwater wells will discharge into the WSR following wellhead treatment. Included in the design, will be improvements to fill the WSR from the distribution system via an altitude valve. A backup power supply shall be included which shall comprise of a Cummins diesel powered generator with Tier 4 emissions, sound attenuation suitable for a residential neighborhood, a fuel capacity capable of allowing the generator to operate 72 hours at full load, and an automatic transfer switch (ATS). The generator shall be capable of operating: one groundwater well pump; four booster pumps; Fe/Mn treatment system; SCADA and plant controls; and ancillary power needs. The sizing of the generator, fuel capacity and ATS will be coordinated with Cummins. Electrical services include evaluation of the proposed loads and determination if the existing SCE service will be sufficient to accommodate improvements. TETRA TECH ( PROPOSALFOR R F P NO.: 2 3 - 0 3 0 LINCOLN AVENUE PEDESTRIAN PATHWAY, Santa Ana, CA Tetra Tech provided engineering, geotechnical, environmental, permitting, landscaping, surveying and construction support services for this active transportation project. The project was funded in part by ATP state grant funds. The pedestrian pathway runs parallel with Lincoln Avenue west of the existing railroad tracks. The improvements commence at the intersection of Lincoln Avenue and Park Lane, continue north between the back of the residential properties and the railroad tracks, and end at the existing Santiago Trail, under the railroad bridge that crosses Santiago Creek. The improvements included a 12-foot pathway and railroad -approved safety fencing, drought tolerant landscaping, pedestrian lighting, and a trailhead to identify the pathway. When the Lincoln and Fairhaven Avenue railroad crossing was closed permanently several years ago, pedestrian and bicyclist access was also removed. The closure now requires motorized and non -motorized users to travel an additional mile out of the way, causing a substantial impact for non -motorized users. The construction of the project provides active transportation continuity to the Santiago Trail, connects to the existing pedestrian pathway located along the east side of the railroad tracks, and enhances the aesthetics of the area. The connection to the eastern pedestrian pathway provides the ability to traverse to the south back to Fairhaven Avenue. FIRST STREET PEDESTRIAN IMPROVEMENTS, Santa Ana, CA Tetra Tech provided engineering, surveying and construction support services for this sidewalk widening project funded by ATP state and federal grant funds. The project involved the widening of the existing sidewalks along a 1.2-mile portion of First Street between Flower Street and Standard Avenue in the City of Santa Ana. In addition to the sidewalk improvements, the project included retrofitting reconstructing drainage structures including catch basins and parkway drains and installing Green Streets Best Management Practices (BMPs) to improve stormwater quality. Per the Water Quality Management Plan (WQMP) that was prepared for the project, proprietary flow -through filtration systems were installed at select locations throughout the corridor. Due to the limited storm drain systems along the corridor, a BMP could not be installed for each drainage management area. Instead, BMPs were installed at locations throughout the corridor that had opportunities to connect the BMP outlet pipe to a nearby existing storm drain catch basin. These BMPs were oversized to treat the impacted project area runoff as well as additional offsite runoff, which is consistent with Section 2.7.2 of the Technical Guidance Document (TGD) that states "treatment of comingled off -site runoff may be used to off -set the inability to treat areas within the project for which significant constraints prevent the ability to provide treatment. City of Santa Ana On -Call Engineering Services BOLIVAR PARK STORMWATER CAPTURE, Lakewood, CA Tetra Tech was contracted by the City of Lakewood to evaluate two potential site locations for the development of the Lakewood Stormwater and Runoff Capture Project: Mayfair Park site and the Bolivar Park site. Tetra Tech provided a Project Engineering Study Report (PESR) that represented 10% design completion level and described the evaluation of the two sites with all site investigation, hydrology and hydraulic, and water quality data and analyses to provide a recommendation for site selection. The Bolivar Park project consisted of an air -inflated rubber dam diversion system to redirect all urban runoff and stormwater runoff from the Del Amo channel through a pre-treatment system to remove trash, debris, and sediment. A pump station and drainage pipeline will then convey the water into a large, buried multi -chambered storage/infiltration facility. The stormwater collected in the underground reservoir will be treated and used to irrigate the park's landscaped areas. The system will monitor the weather conditions and the facility through a secured cloud -based system. The goal of the project was to not only help the City comply with the metals Total Maximum Daily Loads (TMDLs), as presented in the Los Cerritos Channel Watershed Management Program, but also provide additional benefits such as revitalized park infrastructure and augmentation of local water supplies. As one of the first cities to receive stormwater funding to support Caltrans with stormwater compliance units, the success of this project serves as a model for other agencies to follow. CULVER BOULEVARD CORRIDOR REALIGNMENT PROJECT AND STORMWATER FILTRATION AND RETENTION PROJECT, Culver City, CA Tetra Tech performed survey and civil engineering design services for two separate projects along Culver Boulevard, a median realignment project and a regional stormwater capture project. At the heart of the realignment project is a newly constructed 58-foot wide raised landscape median, complete with buffered bicycle and pedestrian paths to improve pedestrian and vehicular safety and mobility while mitigating traffic noise and nuisance impacts to nearby residents. Street improvements included the reconfiguration of existing traffic lanes, new and reconstructed landscape medians, traffic signal additions and modifications, newly designed bus stops, signal interconnects, new lighting, utility adjustments, relocation of existing catch basins, and the design of a parking lane with innovative buffer treatment to separate it from the eastbound high-speed travel lanes on Culver Boulevard. The regional stormwater capture project will maximize pollutant and stormwater capture by diverting dry and wet - weather stormwater flows at a rate of up to 50 cubic -feet -per -second from two stormwater facility locations. Diverted stormwater flows are first sent to one of two pretreatment units to remove trash and sediments and then to a concrete underground storage facility capable of providing up to 8-acre-feet of storage. Stored water is pumped to the post -storage filtration system where it is polished for final pollutant removal before being returned to downstream storm drain channels and receiving waters. As an added benefit of this project, treated stormwater will be used to offset potable water irrigation demands on the newly constructed 58-foot-wide raised landscape median and at nearby Veterans Park. TETRA TECH PROPOSALFOR RFP NO.: 23-030 ALBION RIVERSIDE PARK, Los Angeles, CA Tetra Tech provided pre -design, design, and construction support services for the Albion Riverside Park Project, located adjacent to the Los Angeles River. The project involved transforming a six -acre site, previously used for dairy warehousing and distribution, into a riverfront park and recreational facility that benefits nearby disadvantaged low-income neighborhoods. This important water quality project is part of the City's overall efforts through the Proposition O Bond Program to improve water quality and reduce pollutant loads that are currently being conveyed to the rivers, lakes, and oceans within the greater Los Angeles area. The overall project objective was to develop the project site and implement Low Impact Development (LID), Green Infrastructure, and Best Management Practice (BMP) measures to improve the water quality of stormwater prior to discharging into the Los Angeles River and ultimately into the Pacific Ocean. In addition to collecting, treating and infiltrating on -site runoff, the project diverts stormwater and dry weather flows from an existing storm drain. The diverted flows are then treated and infiltrated, or used within the park. The BMPs installed included bioretention facilities, bioswales, and pervious pavement subsurface infiltration areas. The remainder of the park was developed for recreational uses, educational purposes, and improved access along the river. Recreational amenities at the site included multi purpose athletic fields, walking paths, adult fitness zones, children's play area, picnic area, a new parking lot with permeable paving, site landscaping and a plaza. GARFIELD AVENUE COMPLETE STREET IMPROVEMENTS, South Gate, CA Tetra Tech is providing professional engineering design s. and construction support services for this complete t streets project for the City of South Gate. The scope of ' this project includes providing multi -modal pedestrian R ' and bicycle design treatments to this 2.5 mile stretch of heavily congested corridor. The project will provide ADA improvements to approximately 42 existing curb ramps and an additional 10 newly constructed curb ramps. Existing gaps will be closed within sidewalks to improve r pedestrian mobility. Three new pedestrian activated Gate,Client: City of South push button signals with enhanced crosswalks will be ; _ , o g _ , designed and constructed to further improve mobility. Completed: Current Medians will be installed at strategic locations as a safety counter measure, preventing dangerous vehicular left -turn movements at congested locations. Class II and Class III bike lanes and routes will be designed throughout the corridor and a Class I bike path will be designed within an adjacent park, providing access from the corridor to the Los Angeles Bicycle Path located adjacent to the Los Angeles River. Medians will be landscaped, and roadway rehabilitation assessment will be performed to identify the most economical way to utilize City funds to improve roadway conditions within the corridor. The project has multiple funding sources, including Federal Active Transportation and State Highway Safety Improvement Project funds which must be administered separately. City of Santa Ana On -Call Engineering Services DOWNTOWN LOS ANGELES (DTLA) ARTS DISTRICT PEDESTRIAN & CYCLIST SAFETY ACTIVE TRANSPORTATION PROJECT (ATP) 3, Los Angeles, CA Tetra Tech provided survey and civil engineering design services for the DTLAArts District Pedestrian and Cyclist Safety Active Transportation Project (ATP) 3. The project area was characterized by a complex street system of very long blocks with few safe crossing locations, complicated intersections, and very limited bike facilities that create mobility challenges for residents, workers and visitors to the district. Many of the streets lack sidewalks, or have very narrow sidewalks, since most streets were built to handle large freight trucks making deliveries and pick-ups at area factories and warehouses where long loading docks and wide driveways take the place of sidewalks for pedestrians. The project design provides pedestrian and cyclist improvements including new cycle tracks, bike lanes, bike routes, new and widened sidewalks with curb extensions, new traffic -controlled intersections, a new shared street connecting to the new Sixth Street Viaduct Arts Plaza, as well as green street elements. In order to accommodate the project's short design timeline, Tetra Tech surveyors deployed immediately and performed an UAV/UAS survey of the entire project area. This allowed a preliminary base file drawing to be created to facilitate the pre -design report phase. As the design of the project evolved Tetra Tech's surveyors and designers worked on a plan to only survey the necessary areas of the project, and only to the detail needed. Many portions of the project needed only striping improvements for which the aerial acquired data was sufficient. Others required striping and lighting. For those surveyors used GPS to locate and ID surface evidence of utilities. For areas of ADA access and critical drainage, survey crews utilize robotic total station and terrestrial LiDAR to capture design accurate grades. Data from the various forms of acquisition was combined into a seamless looking base file drawing to support the final engineering design. SKID ROW NEIGHBORHOOD TOPOGRAPHIC SURVEYS AND CONSTRUCTION STAKING, Los Angeles, CA Tetra Tech provided surveying and construction staking services for mobility improvements in the Skid Row Neighborhood, Los Angeles. Tetra Tech surveyed 13 intersections in coordination with the Bureaus of Engineering and Sanitation, as well as the Los Angeles Police Department and subcontractors. Survey logistics were complex while as many as three Tetra Tech crews followed Bureau of Sanitation personnel and police officers as they facilitated the temporary closure of locations used by homeless residents. Crews focused on conducting accurate and complete surveys with special attention to crew and public safety and sensitivity to homeless residents in the vicinity. Deliverables were created to meet the City's standards and guidelines and for direct use and import by the City's design staff. M TETRA TECH SANTA ANA 17J- WWI 2. Scope of Services and Schedule S Z � TASK ORDER APPROACH Upon receipt of a Task Order Request from the City, our proposed Project Manager, Tom Epperson will: • Review the available information for the Task Order. • Meet with the City of Santa Ana's Project Manager and the City of Santa Ana staff members (via teleconference or in person) to discuss the intent of the project and clarify the nature of the work. • Meet with the Tetra Tech project team for selection of the appropriate Task Manager and technical staff resources for the particular assignment. • Follow up meeting with the City of Santa Ana's Project Manager to ensure expectations are well defined. • The selected Task Order Team will assist in the preparation of the Task Order budget, goals and schedule. Data Research: Tetra Tech will determine the availability of design drawings, calculations, reports, photographs, studies, etc., which are pertinent to the completion of the Task Order. These documents will be reviewed to determine their impact on the project prior to a visit to the project site. City of Santa Ana Coordination: A Manager will meet with key personnel from the City of Santa Ana in person to discuss the proposed work. A site visit will be conducted at this time to determine actual site conditions, record pertinent measurements, and take photographic records of the project site. Draft Proposal: The Project Manager will prepare a draft proposal which will define our understanding of the proposed work, our approach to completing the required work, the project team, the scope of the proposed work, schedule, and fee. Fee estimates for each Task Order will be prepared using a cost/ price modeling tool (CPM) which was developed by Tetra Tech. The CPM is a spreadsheet that itemizes each of the tasks required to complete the project, the personnel required to complete each task and the number of hours required by each person for each task. In addition to providing a tabulation of the hours required to complete each task, the CPM also reports the total number of hours required by each person and a total cost for the entire Task Order. Large Task Orders may require a comprehensive project schedule, prepared using MS Project; smaller task orders may require less formal schedules, which may be conveyed to the City in writing via email. The draft proposal will be reviewed by our Quality Assurance Manager, Task Manager, and select team members. Final Proposal and Work Plan: Tetra Tech will discuss the draft proposal internally, make the necessary adjustments and submit our final proposal. After the fully executed agreement between the City of Santa Ana and Tetra Tech is in place, the Project Manager will prepare a Work Plan. The Work Plan is an internal Tetra Tech document which will contain the scope of work, project team, schedule and budget for the project. The format of TETRA TECH PROPOSAL FOR RFP NO.: 23-030 CITY'S POTENTIAL GOALS, OBJECTIVES & REQUIREMENTS it SCHEDULE SANTA ANA BUDGET IL QUALITY the Work Plan will vary with the type and size of the given task order. For small projects the Work Plan may be a short memorandum which is distributed by email to the members of the project team. No internal kick-off meeting will be required for smaller projects. For larger projects, the Work Plan will be a comprehensive document which is distributed and discussed at an internal kick-off meeting. The kick-off meeting will include all key project team members. The input of engineers and specialists of other disciplines may be required in order to provide comprehensive solutions to some of the tasks. Tetra Tech has experienced staff in all required disciplines who will address any situation that comes up. Task Order Authorization: Upon receipt of the notice to proceed from the City of Santa Ana for a given Task Order, Tetra Tech will schedule a project kick- off meeting or teleconference, update the Quality Control Plan (as necessary), and prepare a Health and Safety Plan (if required). Project Execution: The last and most important component of the management process is to perform the work. This component is not easily summarized here because it is dependent on the type of work required and the scope of work for each Task Order. However, to provide the City of Santa Ana with a sense of our knowledge of project requirements for the general types of projects expected under this contract, we discuss our project understanding in the next section. DESIGN APPROACH AND COORDINATION WITH THE CITY The approach that Tetra Tech typically uses for engineering design includes a preliminary design phase and a final design phase. Prior to commencing the preliminary design phase, Tetra Tech will lead with support from the City a project kickoff meeting to review the project in detail, discuss the project approach, identify critical success factors, schedule, budget and obtain project specific goals from the City. During the preliminary design phase, the Tetra Tech team will work toward understanding the project and site location. The team will analyze project design issues and base their design recommendations to the City of Santa Ana on this analysis. Lastly, the team will work with the City to set a design course that will result in a 30% design review package. City of Santa Ana On -Call Engineering Services After the City of Santa Ana completes their review of the 30% design package, Tetra Tech will initiate the final design phase. Tetra Tech will produce a 60% design package, final Independent Design Review (IDR) package, and then a Final design package. The City will review each of these design packages, and the Tetra Tech team will work closely with the City to address comments, make adjustments, and ultimately produce the final, approved, design package. design review meeting will focus on confirming the project's design meeting the goals and intent that the City has for the project. The 60% review meeting focuses on the constructability of the submitted plans, specifications, estimate (PS&Es), geotechnical report and other supporting reports and calculations. The Final IDR design review meeting will ensure that all City comments and concerns are addressed prior to the design team finalizing the Final PS&E bid package. Design review meetings will be held after the 30%, Meetings will be attended at a location selected by the 60% and final IDR design level completion. The 30% City. Tetra Tech will prepare meeting minutes for each. PRELIMINARY DESIGN PHASE KEY ISSUE ANALYSIS PRELIMINARY RECOMMENDATIONS PROJECT FAMILIARIZATION 30% DESIGN PACKAGE ■ Kickoff Meeting ■ Survey ■ Design Recommendations ■ Preliminary Title Sheet& ■ Obtain Reference Maps ■ Aerial Mapping ■ Base Mapping Second Sheet ■ Utility Investigation ■ Utility Coordination ■ Permitting Issues - Preliminary Plans ■ Design Criteria Review ■ Initial Field Walk - ■ Connection Details -.� Sketch of Connection Points ■ Coordinate with ■ Agency Coordination ■ Construction Phasing Geotechnical Staff Cost Estimate • Public Outreach ■ Coordinate with Operations • Second Utility Notice ■ Constructibility ■ Connection Details . Traffic Control . Design Requirements and Operations City Review & Input—' ■ ADA TECHNICAL APPROACH AND METHODOLOGY Having an adequate amount and necessary type of resources are critical to the success of a project. Inadequate resources can result in project delays and/or poor execution of required tasks. Tetra Tech is ready to provide support to the City with our experience and knowledge to quickly resolve technical issues and challenges. The Tetra Tech team can provide the specialized expertise and the depth of resources necessary to meet or exceed the City's variable project requirements. The depth and breadth of our team's technical expertise is described in the following sections. DETAILED DESIGN Field Investigations: Conducting thorough field reviews on projects is another critical component of cost-effective project management. Tetra Tech believes very strongly in walking our projects in the field throughout the base mapping and design stages of a project to insure all design issues are considered. This task can be particularly important on the City's future projects due to the variety of conditions that exist within potential project footprints. Therefore, we will conduct thorough field TETRA TECH ri PROPOSALFOR �i R F P NO.: 2 3 - 0 3 0 reviews of all projects, whenever possible, in order to obtain relevant site information. Surveying Approach: Our cutting -edge surveyors utilize the latest in ground survey equipment to perform topographic, boundary, right-of-way, ALTA, GIS data collection and control network surveys. All survey work is performed under the supervision of a Professional Land Surveyor, licensed in California. Tetra Tech surveyors utilize a combination of GPS and Robotic Total stations to perform most traditional surveys. Additionally, technologies such as Unmanned Aerial Systems (UAS), Vehicle mounted mobile LiDAR mapping, aerial photogrammetry and LiDAR, and terrestrial LiDAR scanning are available to supplement the City's survey needs. These technologies, combined with traditional techniques can increase efficiency and accuracy, while reducing staff exposure to dangerous situations. Our licensed surveyors can assist the City with all surveying and mapping needs, including the following: Each project will dictate the survey necessary and the level of accuracy. For example at a minimum for a project that affects the design and construction of a roadway, such as a Green Street or Complete Street Project, survey data will be collected with very high levels of accuracy. This may include, on a project specific basis, the survey of each intersection, including curb returns (BCRs/ECRs) and 25-feet to 50-feet beyond, traffic signalization (controllers and signal detector loops), utility information, detailed information of existing curb ramps to verify ADA compliance and all other visual features. Along roadway corridors, 50-foot cross sections will be collected with additional cross sections included as directed by the engineering team, the City or at the surveying team's discretion. The corridor survey will include locations where sags, uplifts, depressions, deficiencies and other irregularities are present. Site features including pathways, sidewalks, roof and site drainage features, red curbs, house numbers will be noted, driveways, parking locations, and utility features (valve covers, manholes, fire hydrants, utility poles, guy wires, etc.) will be collected. As needed damaged pavements, sidewalks, curbs vaults or other feature will be noted at the time of the survey. Prior to the detailed design, the field survey will be visually verified by the engineering team. Utility Research and Coordination: The locations of existing utilities on a project site are critically important for facility design, any subsurface investigations, or any earthwork during construction. Tetra Tech will obtain and research all plans showing the locations and sizes of all aboveground and underground utility lines and appurtenances within the proposed project area. Research will include researching Prior Rights to clearly identify parties responsible for any relocation of conflicting utilities. Additionally, our coordination efforts will include researching whether any future utilities are proposed in the project area that may require accommodation through the improved area. When appropriate (particularly before any ground -disturbing activities on site), we will employ geophysical survey techniques, or Dig -Alert type services to physically locate any subsurface utility lines. Tetra Tech will perform a field review of all utility line locations and verify that the plotted or surveyed locations for all existing lines shown on drawings are correct. City of Santa Ana On -Call Engineering Services Tetra Tech will coordinate with the utility purveyors to obtain concurrence on the relocation and/ or protection strategies. In this way, we can avoid piecemeal work or moving a utility twice. If the relocation design is to be prepared by the utility owner (e.g., SCE), we will monitor and track their design progress with the schedule. We will employ our proven methodology to notice, catalogue, plot, track, and coordinate utility impacts. Tetra Tech will develop accurate substructure and utility maps to be used by the design team to avoid utility impacts or surprises. Utilizing USA Dig Alert's website, a comprehensive utility matrix and contact log will be developed, which Tetra Tech will use to request utility atlas information and document correspondence with each purveyor with regards to responses received and as necessary when a utility company requests to review the design plans. Research: Tetra Tech will seek to obtain and review all available documents for a current or proposed project, unless directed otherwise by the City of Santa Ana that the City has information readily available. Information of interest will include existing reports, studies, design plans, as -built plans and documents, benchmarks, centerline ties, aerial surveys and mapping, and any other pertinent and available information that could be used in the design of the project. Geotechnical Investigation and Potholing: Tetra Tech proposes that a geotechnical field exploration be conducted at the proposed site to characterize the site conditions and support analysis and design of the proposed pipelines, lift/pump stations, facilities, wells, pavement improvements, bike paths, medians, landscaping improvements, and vegetated bioswale improvements as necessary to ensure proper design of the proposed project. During the field investigations, the team will coordinate with Underground Service Alert and a private utility locator may be utilized prior to performing soil borings. The team wil provide traffic control in accordance with the WATCH manual. Monitoring of all samples with a photoinization detector (PID) may be utilized to determine samples selected for environmental sampling. The team will backfill borings with cement- bentonite upon completion and patched to match existing surfaces, as needed and collect all cuttings in drums. Potholing will be performed in the immediate area of any pavement repair and reconstruction and spaced evenly throughout the project. The spacing of the potholing will also be based on visual changes of site conditions, as -built data and other research data to ensure that the existing pavement and subgrade sections are properly characterized. The collected data from the potholes will be used to determine design and recommend pavement section and repair methods to meet a 20-year life expectancy. Design and Drafting Services: Tetra Tech can provide staffing to assist the City of Santa Ana with a variety of services and design disciplines as needs arise. Our staff can assist the City of Santa Ana with plan review, engineering analysis and research, drawing preparation, construction observation, and special inspection. Tetra Tech has highly qualified engineers who will supplement City of Santa Ana staff under the direct supervision of the City of Santa Ana. There would be little or no learning curve since Tetra Tech can provide the City with experienced and credentialed personnel to meet their needs; individuals who can "hit the ground running" on a moment's notice. Tetra Tech's staff can become an extension and integral part of the City of Santa Ana's design staff. TETRA TECH PROPOSALFOR ri�i R F P NO.: 2 3 - 0 3 0 Conceptual Green Street with Subsurface Infiltration Gallery Our team of qualified engineers provide expertise in a variety of disciplines and can support the City in a range of capacities. These personnel are skilled and experienced in the preparation of engineering designs and analyses, and the provision of plans, specifications, as -built drawings and records. We can also provide personnel experienced with construction monitoring as well as the preparation of construction documents. Project Engineering Design and Analysis: When analyzing and performing designs for capital improvement projects it is our goal to find the greatest possible public benefit. This includes finding multipurpose solutions that incorporate effective water resource management, improved water quality, and enhanced operational flexibility. Our experience supports our ability to find creative, non-traditional solutions, if necessary, to meet project requirements. Our team will focus our design on meeting all project code, permit and regulatory requirements. We fully understand that the City has its own set of design standards. As an extension of the City of Santa Ana staff, our team will fully comply with and follow these standards. Reports: Tetra Tech has a broad range of experience preparing feasibility, evaluation and analysis, and conceptual studies for various Public Water Agencies. Tetra Tech's reports will be prepared in accordance with the City standards and submitted with adequate time for review and approval by the City of Santa Ana staff. Almost every project we complete begins with a detailed preliminary design and/or conceptual design report. Our team is well versed in preparing all manner of reports, and is experienced with implementing the recommendations provided in these types of reports, even when prepared by other agencies or design professionals. Tetra Tech has also participated in the preparation of numerous technical reports and studies on pilot testing, alternative analysis, and water master plans (including some with recycled water components). Plans: Our construction drawings production includes extensive internal quality control for all design elements, including adherence to the City of Santa Ana standards. We always ensure that proper coordination of plans and specifications are completed before each submittal. The project team is experienced and knowledgeable with the codes and design criteria that will govern both the conceptual and final design plans for a project. We are well versed in the design manuals and requirements established by the City of Santa Ana, Orange County, the Regional Water Quality Control Board (RWQCB), AASHTO, Manual on Uniform Traffic Control Devices (MUTCD), California Building Code (CBC), Caltrans, and the Standard Specifications for Public Works Construction (SSPWC). Specifications: Technical specifications include the City's boilerplate general conditions and requirements of the construction, detailed requirements for the work to be performed, and requirements for the materials to be used in construction. Tetra Tech will make certain that specifications conform to the requirements set forth by the City, the Standard Specifications for Public Works Construction (Green Book), Caltrans and any other applicable general conditions. City of Santa Ana On -Call Engineering Services Cost Estimates: Accurate and well-defined cost estimates are critical to the success of every project to ensure that each element of the project is well defined, properly funded throughout the construction phase, and that proper contingencies have been applied to account for unanticipated changes in design and scope during the construction phase. Our design staff and construction cost estimators specialize in providing accurate construction cost estimates from the initial programming phase through the detailed design and construction phases. We understand the importance of preparing accurate life -cycle cost estimates for various alternatives. In preparing the cost estimates, we consider the local market conditions, prevailing wage rates, construction equipment rates, site accessibility, and any associated risk factors that might impact the project budget. Our team will prepare quantities and estimates per City standards, utilizing RS Means cost estimating data base and software, recent City bid data, and our own current pricing data base to validate unit costs. A Class "O", or parametric cost estimate, will be prepared at the pre -design phase to validate project programming. During the detailed design phase, we will prepare a Class "C" cost estimate (design level submissions) which will include much greater detail, take offs, and pay item descriptions, which will then be updated to a Class B estimate at 60% design, and updated to a Class A estimate at Final IDR design completion. Contingencies will be applied at industry standard levels for each of the various cost classes. Construction Documents and Reports: Our engineers and managers fully understand the importance of coordinating engineering activities. Our team will work closely throughout the project with the City of Santa Ana staff and stakeholders. We will also provide coordination with various governmental agencies and private individuals, as requested. Deliverables will be dependent on the specific project and will clearly identified in the approved Work Plan for each Task Order. At a minimum the deliverables listed in the RFP, unless they are specifically The proje is experien not applicable to the nature of the work. When necessary, additional deliverables may include: • Detailed Response to Comment Matrix • Utility Matrix • Enlarged ADA Curb Ramp Details • Corner Records • Easement Documents • Hydrology and Hydraulics Report • Earthwork Calculations Permitting and Agency Approval: Tetra Tech has significant permitting and agency approval experience that will benefit the City. Where applicable, Tetra Tech will coordinate with Authorities having jurisdiction (AHJ) to assist the City in procuring job -specific permits and authorizations. Tetra Tech will prepare Water Quality Management Plans (WQMP), Storm Water Pollution ct team Prevention Plans (SWPPP) and ced and Erosion Control Plans, prepare and submit encroachment knowledgeable with the codes and design criteria that will govern both the conceptual and final design project. permit applications to Caltrans, and coordinate permit approval with applicable agencies. It is assumed the City will pay all permit fees. plans for a Water Quality Management Plans and Stormwater Pollution Prevention Plans (SWPPP): Tetra Tech's Qualified SWPPP Developer (QSD) can prepare a Water Quality Management Plan (WQMP), and a SWPPP for all construction activities. WQMPs/ SWPPPs will be prepared to meet the requirements of the State's General Permit for Stormwater Discharges Associated with Construction Activities; 2012-0006-DWQ and will follow the California Stormwater Quality Association's template. We are also available to provide support from our Qualified SWPPP Practitioners (QSPs) to implement the SWPPP during the construction phase of the project. It is assumed the City will be responsible for the filing of the Notice of Intent (NOI), Notice of Termination (NOT), and data input into the Stormwater Multi Application Reporting & Tracking System (SMARTS). It is assumed that all registration fees will be paid by the City. TETRA TECH PROPOSALFOR R F P NO.: 2 3 - 0 3 0 FINAL DESIGN PHASE .0% DESIGN PACKAGED. DESIGN PACKAGE • Design Concept • Finalize Design Concept ■ Site Visit • Meet with Agencies • Public Outreach • Prepare Construction Plans • Prepare Special Provisions ■ Incorporate 30% Design Comments • Submit Plans to Agencies ■ Prepare Final Construction Plans • Incorporate and Finalize Special Provisions Comments • Incorporate 60% Design Comments • Obtain Comments on Permits • Prepare Construction Cost Estimates Caltrans Local Assistance: For state and federally funded projects, Tetra Tech will assist the City with the completion of the necessary reporting forms as required by Caltrans Local Assistance Procedure Manual. Tetra Tech understands the regulatory framework and relationships from similar assignments which have required coordination with Federal, State, and Local Agencies representatives, as well as a thorough knowledge of associate regulations and guidelines related to legal requirements, environmental compliance, permitting and local codes and ordinances. Regulatory Agencies: Tetra Tech is familiar and has successfully completed projects within areas under jurisdiction of the US Army Corps of Engineers (ACOE) Regional Water Quality Control Board (RWQCB) and California Department of Fish and Game (CDFG) 1602. Projects that would involve work within these areas may require a 404 permit from the ACOE or a 401 Water Quality Certification. BID AND AWARD PHASE Bid Phase Support: If needed during the bid phase, Tetra Tech will provide bid support services to the City. Tetra Tech will attend pre -bid meetings, respond to requests for information (RFI's), prepare addendum as required to modify bid documents, assist in the review of bids, bid qualifications, and FINAL APPROVAL PACKAGE • Incorporate Final IDR Design Comments, if any • Deliver Final Plans & Specifications • Include Permits in Bid Package, as applicable proposed contract language exceptions during the construction contractor selection process. At the conclusion of the process, Tetra Tech will provide the City of Santa Ana with our recommendation for award. Pre -Bid Meeting Attendance: Members of our team will attend City -led pre -bid meetings at the City's designated location and, as applicable, attend/lead a job walk of the project site to assist the City in providing general and detailed project background and answer questions raised by potential bidders that are in attendance. Assist with RFIs Addendum and Technical Related Issues: Bidder related questions and RFIs that arise during the bid phase will be submitted to the City and forwarded to the Tetra Tech team. Our team will prepare answers to these questions and other RFIs for distribution by the City. As necessary, Tetra Tech will prepare addendum to modify the existing bid documents, construction drawings and specifications for distribution to bidders by the City. Bid Evaluation: Bid evaluation is of key importance to avoid a bid protest by the unsuccessful bidder. Upon receipt of bids at the City's designated location, Tetra Tech will carefully evaluate each bid received to ensure that the lowest bidder is also the responsive and responsible bidder. The review will City of Santa Ana On -Call Engineering Services be done to a level to verify that the bids satisfy the bid requirements. Following this review, our team will make an award recommendation to the City. Review of Construction Contracts: Clearly the review of construction contracts and the evaluation of construction project bids is of key importance for the management of construction project costs. Tetra Tech will assist in the review of bids, bid qualifications, and proposed contract language exceptions during the construction contractor selection process. At the conclusion of the process, Tetra Tech will provide the City with our recommendation for award. CONSTRUCTION ENGINEERING SUPPORT SERVICES If needed, during construction, Tetra Tech will provide engineering services including review of RFIs (Request for Information), shop drawing review, material certifications, review of contractor substitutions, schedule reviews and assistance with change orders. Tetra Tech's team of engineers understand the importance of services during construction and is committed to providing timely and accurate review of all submittals. We pride ourselves in being able to solve complex field issues quickly and find cost- effective solutions to keep the project moving ahead without delays and cost overruns. Submittals for Project Design by Contractor Personnel: Our team will review project design submittals provided by the contractor. They will be reviewed for conformance with the contract documents. Substitutions will be carefully reviewed to determine if they are equal to the specified materials. We will also review any substitution to see if it changes any other part of the existing design. Our analysis will include our opinion of the benefit to the City of Santa Ana of the proposed substitution and validity of any proposed cost savings. We will keep in mind the overall desires of the City of Santa Ana operating staff in our analysis. Review of Technical Submittals: Our project team will review contractor technical submittals including, but not limited to, shop drawings, material certifications, material samples and schedules, as requested by the City. Shop drawings will be reviewed for general conformance with the plans and specifications. Each submittal or shop drawing will be reviewed and returned to the City, stamped with our shop drawing stamp and marked accordingly. Our team of construction management personnel are qualified professionals who can effectively manage the technical complexities of today's construction projects. Our construction management philosophy is to keep the project on schedule and on budget through communication and project controls. As -Built Records: Upon completion of a construction contract, Tetra Tech will prepare record drawings by updating the original project plan sheets showing changes that occurred during bidding and construction. Record drawings will be prepared by transferring the updates from red marked plans received from the City. The record drawings will be completed in the project AutoCAD files. "Record Drawing" cells will be included on each plan sheet and updates will be clouded to provide distinction from the original design. PROJECT MANAGEMENT TEAM'S QUALIFICATION & EXPERIENCE NARRATIVE For this contract, we are proposing our water, wastewater and civil design team with recent experience working with municipalities under on -call contracts on a variety of water, wastewater and civil design task orders. Our proposed Project Manager, Tom Epperson, will be supported by a deep and strong team of civil engineers and designers, all of whom are available and capable to successfully deliver task orders. Tom and the leadership team's experience providing oversight and management of multiple ongoing projects under on -call contracts along with the Tetra Tech team, virtually eliminates learning curves associated with team's that have multiple firm subconsultants. It provides the City of Santa Ana with a team that will be proactive, understands the issues and challenges associated with contracts of this nature and who can hit the ground running on any task order needs. Our proximity to the City further solidifies our investment in the City and this contract. We are in local and have been for more than 54 years. In our Statement of Qualifications Section C. Firm and Team Experience, detailed project examples illustrate our firm's ability to successfully provide services that may be needed under this City of Santa Ana contract. TETRA TECH Only all En *neerin g 45 L6 lices 4q ZA:I 1. Fee Proposal ,NNW,# -.=7 �n�n 44-, kNA AM m TETRA TECH On -Call Engineering Services F �11'____ �. Certifications r i ■ r ►: T^ SZ� i TETRA TECH Appendix ATTACHMENT 3-1: NON -COLLUSION AFFIDAVIT CERTIFICATIONS NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, 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 bid are true; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid 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 bid. Note: The above Non -collusion Affidavit is part of the Proposal. Signing this Proposal on the signature p rtion thereof shall also constitute signature of this Non -collusion Affidavit. BIDDERS are cautoded that making a false certification may subject the certifier to criminal prosecution. Signed State of Cali rnia County of l� n r Subscribed and swom to (or affirmed) before me on this 49 day of 9drd4 2QJZ by Th7 E� clSan , proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. ( ��/ - ku, � I Notary Public Signature CAROLA. KOHDO Notary public • California Orange County Commission Y 2394875 *my Comm. Expires Feb 24, 2026 Notary Public Seal n City of Santa Ana RFP Page A3-1 Appendix ATTACHMENT 3-2: NON -LOBBYING CERTIFICATION CERTIFICATIONS The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: 1. No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any federal contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any federal contract, grant, loan, or cooperative agreement. 2. If any funds other than federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence any 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, loan or cooperative agreement, the undersigned shall complete and submit a "Disclosure of Lobbying Activities". This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U. S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such sub recipients shall certify and disclose accordingly. Firm Tetra Tech, Inc. Signed and Printed Name: Title Vice President Date March 14. 2023 vim Tom Epperson, PE City of Santa Ana RFP Page A3-2 Appendix ATTACHMENT 3-3: NON-DISCR MNATION CERTIFICATION CERTIFICATIONS The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer, recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 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. 6. 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 rile, regulations, or order of the Secretary of Labor, or as otherwise provided by law. 7. 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 City of Santa Ana RFP Page AM 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 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 sub -consultant 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 t 11 the penalties imposed for a violation of the Chapter. Signed: I Title: Vice President Firm: Tetra Tech, Inc. Date: March 14, 2023 City of Santa Ana RFP Page A3-4 W4, On -Call Engineering Services SANTA ANA EXHIBIT C COMPENSATION Consultant's Fee Proposal including hourly rates if applicable FEE PROPOSAI /SANTA ANA Aon !III! �� ��lll� � --= I On=Call��M 0 Engineering Services -�-- RFP NO. 23-030 MARCH 2023 2023 HOURLY CHARGE RATE AND EXPENSE REIMBURSEMENT SCHEDULE Project Management Project Manager 1 Project Manager 2 Sr Project Manager Program Manager Principal in Charge Engineers Engineering Technician Engineer 1 Engineer 2 Engineer 3 Project Engineer 1 Project Engineer 2 Sr Engineer 1 Sr Engineer 2 Sr Engineer 3 Principal Engineer Planners Planner 1 Planner 2 Sr Planner 1 Sr Planner 2 Sr Planner 3 Designers & Technicians CAD Technician 1 CAD Technician 2 CAD Technician 3 CAD Designer Sr CAD Designer 1 Sr CAD Designer 2 CAD Director Survey Tech 1 Office Survey Survey Technician 1 Survey Technician 2 Survey Crew Chief Project Surveyor 1 Project Surveyor 2 Senior Land Surveyor Field Survey One -Man Crew (Non -Prevailing) Two -Man Crew (Non -Prevailing) Three -Man Crew (Non -Prevailing) One -Man Crew (Prevailing) Two -Man Crew (Prevailing) Three -Man Crew (Prevailing) Aerial Survey $210.00 Principal Photogrammetrist $260.00 Staff Photogrammetrist $300.00 $350.00 Health & Safety $350.00 H&S Administrator Sr H&S Administrator H&S Manager $80.00 $110.00 Construction $125.00 Construction Project Rep 1 $140.00 Construction Project Rep 2 $160.00 Sr Constr Project Rep 1 $180.00 Sr Constr Project Rep 2 $190.00 Construction Manager 1 $200.00 Construction Manager 2 $220.00 Construction Director $300.00 General & Administrative Project Assistant 1 $105.00 Project Assistant 2 $115.00 Project Administrator $125.00 Sr Project Administrator $150.00 Sr. Graphic Artist $175.00 Technical Writer 1 Technical Writer 2 Sr Technical Writer $65.00 $75.00 $90.00 $100.00 $135.00 $145.00 $150.00 $50.00 $105.00 $120.00 $130.00 $150.00 $165.00 $210.00 $175.00 $255.00 $335.00 $205.00 $340.00 $465.00 Information Technology Systems Analyst / Programmer 1 Systems Analyst / Programmer 2 Sr Sys Analyst / Programmer 1 Sr Systems Analyst / Programmer 2 Project Accounting Project Analyst 1 Project Analyst 2 Sr Project Analyst Reimbursable In -House Costs: Photo Copies (B&W 8.5"x11") Photo Copies (B&W 11"x17") Color Copies (up to 8.5"x11 ") Color Copies (to 11"x17") Compact Discs Large format copies $165.00 $115.00 $95.00 $115.00 $145.00 $78.00 $85.00 $100.00 $115.00 $165.00 $185.00 $233.00 $70.00 $75.00 $95.00 $130.00 $150.00 $97.00 $124.00 $155.00 $77.00 $115.00 $130.00 $196.00 $90.00 $114.00 $155.00 $ 0.15/Each $ 0.40/Each $ 2.00/Each $ 3.00/Each $10/each $0.40 S.F. Mileage -Company Vehicle $0.80/mile Mileage-POV $0.55/mile* *current GSA POV mileage rate subject to change All other direct costs, such as production, special photography, postage, delivery services, overnight mail, and printing will be billed at cost plus 15%. All services performed by subconsultant will be billed at cost (no markup). TETRA TECH EXHIBIT 3 CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND HUITT-ZOLLARS, INC. FOR ON -CALL ENGINEERING SERVICES THIS AGREEMENT is made and entered into on this 16th day of May, 2023 by and between Huitt-Zollars, Inc. ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On February 21, 2023 the City issued a Request for Proposal No. 23-030, by which it desired to retain a Consultant having special skill and knowledge in the field of: Professional Engineering Services on an on -call basis for the City's Public Works Agency. B. Consultant submitted a responsive proposal that was among those selected by the city. Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-030. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-030, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in "Scope of Services - Exhibit A", attached hereto and incorporated by reference, and as further described in Consultant's Proposal, attached hereto an incorporated herein by this reference as "Consultant's Proposal - Exhibit B". 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant's Fee Proposal, which is attached hereto and fully incorporated herein by this reference as "Compensation - Exhibit C". Consultant is one of fifteen (15) separate consultants selected to provide services on an on -call basis under RFP 23-030. The total compensation for services provided by all consultants selected under RFP 23-030 shall not exceed the shared aggregate amount of $5,000,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. Page 1 of 10 b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. Notwithstanding any contrary terms contained within Consultant's Fee Proposal, Consultant's fees shall not exceed 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws. 3. TERM This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to a one, two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. Page 2 of 10 6. INSURANCE Consultant 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 Consultant, its agents, representatives, employees or subcontractors. a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section. b. Insurance coverage shall be at least as broad as: (i) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit 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. (ii) Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage. (iii) Workers' Compensation insurance 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. (iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. (v) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. d. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions: Page 3 of 10 (1) Additional Insured 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 Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary 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 Consultant's insurance and shall not contribute with it. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. 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. (v) Self -Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. 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. (vi)Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than ANII, unless otherwise acceptable to the City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims -made basis: • The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. Page 4 of 10 • Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. • 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 Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work. (viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix)Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors. (x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by Page 5 of 10 reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct Page 6 of 10 or indirect, which would conflict in any manner with performance of services specified under this Agreement. 12. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. Page 7 of 10 b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Jennifer L. Hall Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 Page 8 of 10 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 Fax: To Consultant: Miguel Hernandez Project Manager Huitt-Zollars, Inc. 2603 Main Street, Suite 400 Irvine, CA 92614 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signatures on following page] Page 9 of 10 SIGNATURE PAGE FOR CONSULTANT AGREEMENT BETWEEN CITY OF SANTA ANA AND HUITT-ZOLLARS, INC. FOR ON -CALL ENGINEERING SERVICES IN WITNESS WHEREOF, 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. CARVALHO City Attorney By: ATHAN T. MAR Z Assistant City Attorney RECOMMENDED FOR APPROVAL; NABIL SABA Executive Director Public Works Agency CITY OF SANTA ANA KRISTINE RIDGE City Manager CONSULTANT: lylgWG A. tf��nanal�z Migu A. Hernandez (Apr 13, 2023 16:09 PDT) MIGUEL HERNANDEZ Project Manager Page 10 of 10 EXHIBIT A SCOPE OF SERVICES Appendix ATTACHMENT 1 SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR ON -CALL ENGINEERING SERVICES RFP NO. 23-030 INTRODUCTION/BACKGROUND The City of Santa Ana intends to retain Civil Engineering Consultants on an as -needed or "on -call" basis. A Professional Services Agreement will be entered into with several of the qualified firms Civil Engineering consultant(s) to provide professional services for a variety of projects on an on -call basis. On an on -call, as -needed basis, the selected firm(s) may later be asked to provide professional engineering services proposals on specific, project -by -project basis, based on an agreed -upon specific scope of services and fees. In general, work consists of general engineering design projects. Funding sources for each project may vary for each project/task order assignment shall comply with the funding agency's requirements. The projects may include water and sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, traffic signal modifications; landscaping and irrigation systems; park and recreational design, grant application writing, and other related projects as required. On occasion, environmental and planning support services may also be requested. The City may need consultant services for mapping and legal description preparation, construction management, staking and inspection. Occasionally the City may also need geotechnical, electrical, mechanical, structural, and other specific infrastructure related services. The consultant shall be able to assist the City through this contract to provide the necessary services. The consultant shall utilize in-house staff and/or sub -consultants to complete the assignments to meet the City standards. For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. Prime consultant mark-ups for sub -consultant work will not be allowed. All proposals, plans, drawings, specifications, estimates, grant applications, and/or studies will be subject to the final approval and satisfaction of the City of Santa Ana. City of Santa Ana RFP 23-030 Page Al-1 Scope of Services The work consists of general engineering design and cost estimating for civil works projects, City facilities, Parks and other related projects as required. The work in general, consists of work in the following areas and not limited to: • Civil- Design • Transportation/Traffic Structural Geotechnical • Land Surveying • Architectural • Landscape Architectural and Irrigation * Environmental • Electrical - Mechanical • Instrumentation and Control Systems Fire Protection Land Surveying • Financial and Economic Consulting Engineering In addition to general engineering design projects Consultants may be asked to perform the following tasks: Hydraulic modeling of the water distribution, storm water, and sewer collection systems Evaluations, studies and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations, EIectrical and industrial control systems evaluations, studies, drawings, documentation and recommendations • Mapping Services Legal Description Preparations Grant Writing- Services • Environmental/Planning Support • Construction Management Support • Pavement Management Special Engineering Studies/Reports/Compliance and Investigations Regulatory Compliance with Federal and State and Local Agencies Financial/cash flow analysis- public works programs • Assessment and District Formation Services Sustainable Infrastructure Services • Right of Way Studies If there are any exceptions to the core of requested services, proposers shall list said exceptions in their proposal (matrix form). City of Santa Ana RFP 23-030 Page Al-2 For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. The selected consultants must have the expertise, experience, and demonstrated resources available to perform the work described in this RFP. General Requirements and Project Deliverables The Consultant's services for plans specifications and estimating (PS&E) for engineering project preparation and special studies/investigations shall include and in be in conformance with the latest editions of the following: Title 24 of the California Code of Regulations (California Building Standards Code). American Water Works Association, California Department of Transportation, the Americans with Disabilities Act, the City of Santa Ana Municipal Code (SAMC), professional Standards established by the City, and or federal, state and local guidelines established in the project. As part of the preparation of the PS&E, the consultant shall prepare the special provisions pertaining to the items of work included in the plans that are not addressed on the latest editions of the applicable standards. The Consultant shall have complete responsibility for the accuracy and completeness of all documents and plans prepared. The plans will be reviewed by the City of Santa Ana for conformity with the requirements of the Agreement. Reviews by the City of Santa Ana do NOT include detailed review or checking of design or the accuracy with which such designs are depicted in the documents and the plans. The documents and plans furnished under the Agreement shall be of a quality acceptable to the City of Santa Ana. The criteria for acceptance shall be a product of neat appearance, well organized, technically and grammatically correct, checked, and dated and having the maker and checker identified. The Consultant shall have project management control procedures in effect during the entire time work is being performed under the Agreement. This task shall include the following: Project Management Plan — the consultant shall provide a detailed management plan including information and coordination with other agencies to ensure compliance and completion of the (PS&E) packages. This plan shall include all milestones and task breakdown for each of the tasks and subtasks included therein. The project management shall be submitted to the Project Manager for review and within 15 calendar days of the issued Notice to Proceed • Deliverables • Quality Control/Quality Assurance (QA/QC) Plan • Project Schedule/invoicing • Project Correspondence In case of conflict, ambiguities, discrepancies, errors, or omissions, the consultant shall submit the matter to the City for clarification. City of Santa Ana RFP 23-030 Page Al-3 The Consultant shall perform engineering design services resulting in contract documents (plans, specifications and cost estimates "PS&E") for various projects on an as -needed basis. However, work tasks may include studies or a variety of engineering tasks. If requested by the City, the Consultant shall provide a Work Plan which includes a detailed schedule of the assigned project prior to the issuance of Notice to Proceed and/or Task Order. Specific Task Orders with Notices to Proceed ("NTPs") will be provided for project(s) at the discretion of the City. Work required per Task Order shall comply with the Scope of Services and additional provisions in each Task Order and this agreement. The following services/items shall include but are not be limited to: 1. Research existing records of utility companies and agencies and coordinate the proposed improvements with existing field conditions. 2. Conduct an environmental assessment for each project and prepare all documentation required to comply with California Environmental Quality Act (CEQA), and or National Environmental Protection Act (NEPA). (If required) 3. Provide all field survey and topographic work necessary to complete the design effort. Design level survey and base mapping of the project site shall be prepared in US Customary English units by a California licensed Land Surveyor in accordance with the City guidelines and in Microstation V8i Computer Aided Design and Drafting (CARD) format. The horizontal datum shall be NAD 83 and the vertical datum shall be NAVD 88. All survey field notes shall be on forms provided by the City, shall be neatly completed in pencil, and shall become property of the City upon completion of the project. Informal field investigations including marking of removal areas may be required for some of the sidewalk, curb and gutter, and pavement replacement projects. 4. Complete the design of projects including plans, specifications, and engineer's construction cost estimate. The Consultant shall contact manufacturers and/or contractors to verify the engineer's estimate prior to submitting to the City. Specifications shall be prepared in Microsoft Word and an electronic copy of the final version shall be furnished to the City. The City will provide the specification boilerplate to the Consultant. 5. If requested, all preliminary and bid sets of plans shall be plotted on bond or velum paper using Microstation V8i CADD software program. All drawings shall be completed per the City of Santa Ana CADD Standards and any special provisions thereof. For interim submittals, the City may opt to receive only PDF versions of the plans for reviewing purposes. If so, the Consultant team will provide plans and/or specifications accordingly. 6. All original plan sheets, the title sheet of the specifications, calculations, and reports shall be signed and stamped by the Consultant's licensed professional engineer responsible/in-charge of the project. City of Santa Ana RFP 23-030 Page Al-4 7. If a part of the on -call project scope, the Consultant shall provide support services during the bidding and construction phases of the project, including, but not limited to: a. Respond to bidder inquiries during the bidding process, including preparation of any addenda. Following award of the construction contract, the Consultant shall attend the pre -construction meeting. b. Review and approve all submittals and shop plan drawings required supporting the construction contract. The Consultant shall complete shop drawings reviews within two (2) weeks of receipt. Contract Change Order reviews shall be completed within two (2) working days of receipt. c. Respond to written Requests for Information (RFI) to provide clarification or resolve discrepancies in the contract documents. Responses shall be completed within three (3) working days. d. Provide periodic field reviews and bring to the attention of the City of Santa Ana any defects or deficiencies in the work by the construction contractor which the Consultant may observe. The Consultant shall have no authority to issue instruction on behalf of the City of Santa Ana, or to deputize another to do so. 8. If included in the on -call project scope, upon completion of construction, the Consultant shall prepare as -built plans and submit them to the City. The Consultant shall incorporate all changes to the plans electronically with all necessary revision notations. Once plans have been updated, a signed set of as -built plans shall be submitted to the City with an electronic copy (in Microstation V8i CADD and pdf formats) of the final as -built drawings via CD ore - mail. 9. The Consultant shall monitor the project progress, maintain project files, and control the quality of the work performed by in-house staff and/or sub -consultants. Incomplete (not meeting targeted completion) or poor quality work will not be accepted. The Consultant shall revise the documents within a revised schedule set by the City, which may require overtime. No additional compensation necessary for the consultant to complete this work to the satisfaction of the City shall be approved by the City for the required revisions. It is the responsibility of the Consultant to produce a professional -level quality of work product. 10. If included in the on -call project scope, attend meetings with the City staff as required 11. If included in the on -call project scope, the Consultant shall coordinate plan check, design topics, permits and any other issues with the City, other Agencies, and all utility companies as required. At the direction of the City, the Consultant shall be the liaison with affected agencies. 12. If included in the on -call project scope, the Consultant shall be responsible for reviewing and approving addenda and clarifications to plans and specifications. All information regarding the plans and specifications and or documentation related to the project and approved by the City, will then become property of the City. City of Santa Ana RFP 23-030 Page Al-5 A more detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. All tasks orders shall include the staff title, hours, hourly rate and totals as related to the project. Construction Plans, Standard Specifications and Estimate (PS&E) Preliminary Design - Attend project scope meeting with City Staff to review project details. Consultant shall field review, inspect and conduct all necessary surveys to prepare a Preliminary Design Report (PDR) or alternatives, preliminary cost estimate and preferred alternative as requested by the project manager. A (PS&E) package shall be submitted to review at 30% design for independent City review A (PS&E) package shall be submitted to review at 60% design for independent City review A (PS&E) package shall be submitted to review at for FINAL independent design review. The City will review and comment on the PS&E packages with a turnaround goal of (2) weeks. One (1) copy of the documents with comments will be returned to the consultant. Unless, several agencies are involved in the review process multiple documents with comments will be provided to the consultant. After the final design continents have been incorporated the consultant shall provide the City with final (PS&E) package ready forbid. See Section - General Requirements and Project Deliverables Section. Project Schedule and Progress: Progress review meetings shall be held at intervals deemed appropriate by the City. The Consultant shall furnish two copies of all completed work or partially completed update/status since the last progress review meeting. Progress reports shall be submitted monthly in electronic format indicating achievements and project schedule progress. Ci1y Responsibilities: The City will provide information in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein. Furnish scope of work and provide general direction as needed for the assigned project • All plan check coordination within the City Advertise, award, and administer of construction contract • Electronic files (sample plans & specifications, City of Santa Ana's CADD Standards) • Electronic files for title sheets and sheet borders Facilitate meeting space and coordination and City facilities City of Santa Ana RFP 23-030 Page Al-6 Fee Proposal_ In addition to Section N.B.3 (Submittal Requirements: Fee Proposal) fee schedule shall be structured as follows: The fee proposal shall include the firm's standard hourly fee schedule, and/or project fee schedule where applicable and as outlined in this this documents. A list of all positions and hourly rates required to perform the services described herein shall remain valid for one (1) full calendar year following contract execution. Subsequent rates shall be renegotiated between the firm and the City. Amore detailed scope of work will be provided when/ifa specific project or Task Order proposal is requested of a consultant. Other Terms and Conditions: 1. The project will be implemented in compliance with the City of Santa Ana's policies, as well as Prevailing Wages and State/Federal Requirements. 2. The City regards the inclusion of California based designs, engineering, and construction professionals, facilities, and services as part of the Team to be highly desirable, but not mandatory. 3. The City reserves the right to amend this Request for Proposal by addendum prior to the final dates of submission. 4. All reports, proposals, or other data or materials which are submitted shall become the sole property of the City of Santa Ana with the exception of the confidential Financial Capacity information and sealed fee proposals which will be returned to all proposers after award of contract to the selected Team 5. All products used or developed in the execution of any contract resulting from this request will remain in the public domain at the completion of this project. 6. The City has an affirmative action program. The purpose of the affirmative action program is to encourage certified minority business enterprises and women business enterprises. All submitting firms must have established affirmative action programs approvable by the City. During the RFP stage, all firms will need to complete a "Certification of Non -Discrimination by Contractors" for each firm on their team. City of Santa Ana RPP 23-030 Page AIJ EXHIBIT B CONSULTANT'S PROPOSAL FBI I �E]` � *+1� � ,�•�, •�, �+e - �'�''i � `� ���• ~. ��•� '� ' � 1 f It X. F -01 qA 'JANAdt 'y� ,� •r"�?� � 'k � �i .yam ON -CALL ENGINEERING SERVICES March 14, 2023 HUIITZOLIARS CORPORATE IDEOLOGY PURPOSE + CORE VALUES + GOAL + COMMITMENT = SUCCESS To constantly improve Quality Integrity To be the very To be unrelenting in the pursuit of the quality of life in To achieve the highest To always conduct best in our pur goal, while always maintaining Huitt-Zollars our world. level of quality in ourselves with industryour sense of purpose and never "The Very Best" everything we do. consummate integrity. compromising our core values. Excellence Environment To achieve client To provide the appropriate satisfaction through environment for people to uncompromised work, grow, and prosper. personal service. Profitability Innovation To maintain consistent To always strive to growth and a reasonable advance our services profit in order to perpetua to new horizons. a healthy company. 1. STATEMENT OF QUALIFICATIONS A. COVER LETTER B. CONTRACT AGREEMENT C. FIRM & TEAM EXPERIENCE Huitt-Zollars Profile Subconsultants Organizational Chart Key Personnel Resumes D. UNDERSTANDING OF NEED E. WILLINGNESS TO COMPLY WITH AGREEMENT TERMS F. REFERENCES 2. SCOPE OF SERVICES & SCHEDULE SCOPE OF SERVICES DESIGN SCHEDULE 3. FEE PROPOSAL 4. CERTIFICATIONS Separate Sealed Envelope ATTACHMENTS Attachment 3-1: Non -Collusion Affidavit Attachment 3-2: Non -Lobbying Certification Attachment 3-3: Non -Discrimination Certification E 2 5 9 10 12 15 15 City of Santa Ana Civil Engineering Services: RFP 23-030 TOC I � � March 14, 2023 Mr. Sean Thomas, Project Manager City of Santa Ana, Public Works Agency 20 Civic Center Plaza, M-36 Santa Ana, CA 92701 RE: Request for Proposals (RFP) No. 23-030 City of Santa Ana On -Call Engineering Services Mr. Thomas, Huitt-Zollars, Inc. (HZ) has been serving in Orange County for more than 30 years and looks forward to continuing this relationship by supporting the City of Santa Ana with On -Call Engineering Services. HZ is a full -service Architecture -Engineering firm with qualified staff capable of completing the assignments described in the RFP. Our recent project completions and ongoing projects highlighted in this proposal demonstrate our team's direct experience and well planned cost-effective approach with Public Works assignments. Our team has served Orange, Anaheim, Fullerton, Huntington Beach, Laguna Hills, Laguna Niguel, Mission Viejo, Santa Ana, San Clemente, San Juan Capistrano, Yorba Linda, Long Beach, Chino, Fontana, Ontario, Calabasas, and Thousand Oaks. Our Project Manager Miguel A. Hernandez, PE, PLS, QSD brings a proven record in multi -disciplinary engineering assignments with Public Works entities. He served as Resident Engineer in the Mojave Solar Project that built two power plants. The power plants required sewer and water improvements including rehabilitation of several existing water wells. He also worked on the award -winning La Pata Avenue Gap Closure for Orange County Public Works. Miguel understands the importance of proactive communication and quality control in the timely delivery of a project. He will be assisted by other in-house professionals showcased in the team experience section of this proposal. Our team is dedicated to providing high -quality products to the City of Santa Ana. This proposal is signed by an officer with authority to bind the company. Should you have any questions, please feel free to contact Miguel Hernandez at mhernandez@huitt-zollars.com or at (949) 988-5815 Extension 11169. Sincerely, HUITT-ZOLLARS, INC. Miguel Hernandez, PE, PLS, QSD Project Manager CA PE No. 61378 City of Santa Ana Civil Engineering Services: RFP 23-030 Huitt-Zollars has read and can execute the standard professional services contract included with the REQUEST FOR PROPOSALS (RFP) FOR ON -CALL ENGINEERING SERVICES RFP NO.: 23-030 issued on February 21, 2023. Upon request Huitt-Zollars will provided documents to comply with: EVIDENCE OF FINANCIAL CAPACITY • LICENSES & PERMITS • INSURANC All City of Santa Ana projects will be implemented in compliance with the City's policies and regulations. Huitt-Zollars is encouraged by the City's affirmative action program and will identify teaming opportunities with Minority Business Enterprises (MBE) that are approvable by the City. For more than 45 years, Huitt-Zollars, Inc. has provided professional services to support all types of right of way, design, hydrographic, and construction projects including work successfully completed for agencies such as City of Santa Ana, Orange County Transportation Authority, City of Santa Fe Springs, and the City of Downey. Huitt-Zollars, Inc. is a full -service engineering and architectural firm with 22 regional offices. Established in 1975, the firm has a staff of more than 500 professional, technical, and support personnel with diversified skills, capable of handling highly complex multidiscipline and concurrent assignments. The firm is ranked as a top design firm by Engineering News -Record and Architectural Record. Our full -service approach gives us a strong advantage in coordinating work on complex assignments. Our hands on management by the principals of the firm results in a client -directed sense of urgency and commitment to quality, schedule, and budget. It also affords coordination beyond the prime/consultant organization because in house lines of communication are firmly established and easy to maintain. This arrangement also provides a single focus for the project, resulting in smoother progression; efficient designs that balance function, economics and aesthetics; and construction documents that incorporate our client's objectives. Huitt-Zollars can take a project from start to finish, from initial study through design process, to construction management. With the Huitt-Zollars' engineering department's base of operations located in Irvine, our firm will be able to respond efficiently to meet Santa Ana's needs. PARKS & TRAILS ON -CALL CONTRACTS » City of Santa Viejo Water District GIS Ana » City of Yorba » OC Public Works » City of Huntington Linda » Los Angeles Beach Water » City of Santa Fe County Quality » City of Downey Department of » Riverside County » City of Long Public Works FCD Beach » City of Mission » Santa Margarita I J IMPROVEMENT PLANS » Lost Hills/US 101 Interchange » Montalvo Canyon Drainage Study » El Camino Real/Paseo Peregino Wall AWARD WINNING PROJECTS Street of the Golden Lantern Median Reductions » Maintenance Service Center Solar Canopies City of Santa Ana Civil Engineering Services: RFP 23-030 2 SUBCONSULTANTS Through teaming strategies, HZ has added many services including geotechnical engineering, and sub -surface investigations. Our proposal includes local MBE Firms we have worked with in the past. r QCl nW cllR4llRFnrF IRAArlMr. C BELOW C Below Subsurface Imaging (C Below) offers professional locating and mapping services throughout Southern California. I ney locate horizontal and vertical locations of underground utilities including water, gas power, waste, communications, and cable/TV. Many different methods are used to locate these utilities including GPR, CCTV, utility locators, electromagnetic locators, and potholing. Services: Subsurface Investigation Locating Mapping Utility Trenching "� ECORP Consulting, Inc. ECORP CONSULTING, INC ENVIRONMENTAL CONSULTANTS ECORP is experienced in the preparation of Preliminary Environmental Study (PES) forms for projects per Caltrans' Local Assistance Procedures (LAPM). ECORP has used the PIES form to consult with Caltrans/FHWA to determine the appropriate NEPA amd CEQA document for a project. ECORP staff have prepared Categorical Exclusions/Exemptions (CE/CEs), Environmental Assessments (IS/EAs) and Mitigated Negative Declaration/Finding of No Significant Impacts (MND/FONSIs) for a series of projects with Caltrans involvement. ECORP has experience wokring on CEQA/NEPA,biological, and cultural projects for several districts, including the City of Santa Ana. Services: Environmental Services CONVERSE CONSULTANTS UZIConverse Consultants En-o hnical Engineering &Consulting Environmental 8 Groundwater Science Materials Testing & Inspection Services Since 1946 they have provided professional services in the fields of geotechnical engineering, engineering geology, groundwater sciences, environmental sciences and soils and materials testing and inspection. Their mission is to work together with our clients to provide them with responsive and quality services, resulting in the development of long-term relationships. Their clients include public agencies and private sector clients in the transportation, water/wastewater, educational, residential, commercial and other market segments. Converse Consultants, an employee -owned corporation, has been a consistent presence on the annual ENR Top 500 Design Engineering Firms list. Services: Geothecnical Services PRuR & Pr:r:RS FEHR-' PEERS Fehr & Peers is passionate about transforming transportation consulting through innovation and creativity. The firm derives inspiration by partnering with communities to understand and shape local transportation futures objectively tailored to diverse needs. Clients trust Fehr & Peers to help them overcome barriers and uncertainty by combining advanced expertise with curiosity, humility, and initiative to deliver implementable, data -driven solutions that reinforce community values. From the most straightforward to the most complex, team members actively listen to client and community needs and handle every project with diligence and focus. Services: Traffic City of Santa Ana Civil Engineering Services: RFP 23-030 ORGANIZATION CHART The principals and professionals you see in the organization chart will be the same professionals you will see throughout the life of the project. Keeping the continuity of information and decision -making funneled through our professionals, is critical to project success. The Huitt-Zollars' design team will be further supported by the current staff of over 500 professionals, committing our depth of resources to respond to your project. Our Project Manager will act as the single point of contact. LEGEND ° Huitt-Zollars, Inc (HZ) Fehr and Peers (FP) Ecorp (EC) C-Below (CB)i;i( Converse Consultants (CC) CIVIL WATER QUALITY/SUSTAINABILITY/ LAND SURVEYING AND MAPPING LID/H&H Carl Taylor, PE, LEED AP (HZ) +/- 5% Potential Involvement Johnny Murad, PE (HZ) 10% Potential Involvement STRUCTURAL = r William Wallace, PE (HZ) 10% Potential Involvement ENVIRONMENTAL Hla Htun, PE, PhD (HZ) 5% Potential Involvement TRAFFIC Roxanna Rivera, PE, PTOE (HZ) +/- 5% Potential Involvement Jason Pack, TE (FP) +/ 5% Potential Involvement GEOTECHNICAL David Mackey, PLS (HZ) 5% Potential Involvement LANDSCAPE ARCHITECTURE Chris Scott, RLA, ASLA, LEED AP 10% Potential Involvement POTHOLES Hashmi Quazi, PhD, PE, GE (CC) Chris Loera (CB) 5 /o Potential Involvement Freddie Olmo5% Potential Involvement 5% Potential Involvement +/- ELECTRICAL MECHANICAL Scott Parma, PE, LEED AP (HZ) John Kluber, PE, LEED AP, CEM 5% Potential Involvement 5% Potential Involvement City of Santa Ana Civil Engineering Services: RFP 23-030 4 KEY PERSONNEL MIGUEL HERNANDEZ,PE, PLS, QSD Project Manager — Huitt-Zolla Miguel Hernandez has more than 25 years of experience in Public Works and is proficient with the design of streets, highways, sewer, water, storm drain, grading, hydrology and hydraulics. His experience combined with his ability to communicate will make him a valuable asset to a project. As a Project Manager he will be helpful in coordinating all design inclinations and finding the appropriate balance. When critical deadlines need to be met his proven ability to work under pressure will be invaluable. RELEVANT PROJECT EXPERIENCE Mojave Solar Project - Hinkley, CA Ensure all construction work conformed to applicable LORS, coordinated traffic detour plans, reviewed QSP activities, prepared documents to initiate revisions to approved drawings, responsible for work load reports and monitored progress of construction schedule. The project moved over 750,000 CY of soil during the grading activities that required coordination with survey crews and grading contractor. To protect the site from large storm events and balance dirt moving activity 18,000 LF of channel were cut. The solar plant included rehabilitation of six existing water wells and drilling of four new water wells. Six existing water wells were used for construction water. After construction, two large existing wells were retrofitted and connected to four new water wells to provide water for domestic and power plant use. The two power plants included four water tanks total. Farragut Avenue Improvements - Moreno Valley, CA Hernandez was the Project Manager for improvements that included sidewalk, curb, gutters, driveways, drainage, access ramps, utility adjustments, short property walls, missing street lights, pavement repairs, and accommodation of upgraded water line (built in advance by BSMWC) in order to enhance safety and accessibility for commuters and pedestrians on Farragut Avenue from Sherman Avenue to Ellsworth Street. Jeffrey Road/Portola Parkway Street Improvements - Irvine, CA Hernandez was the Project Manager for the civil design and survey of a new alignment of 1.5 miles of Jeffrey Road and 1.0 mile of Portola Parkway. Work included roadway rehabilitation, electrical conduits, cable/telephone improvements, right-of-way engineering, potholing, and grading. Work also included preparation of infrastructure plans, including storm drain design, 72-inches to 10-inches in diameter over 10,000 feet of pipe, hydrology and hydraulic calculations, sewer plans, dry utilities, specifications, and construction cost estimates. Jeffrey Road and Portola Parkway were designed for a six -lane highway with raised medians, new curb and gutter to replace open ditch channels, pedestrian undercrossing. Cerritos Avenue Gap Closure - Anaheim, CA Hernandez was the Project Manager for this project located on Cerritos Avenue from Euclid Street to approximately 600 feet east of Euclid Street. The project constructed a five foot wide ADA compliant sidewalk and new storm drain laterals with catch basins. The work also included the construction of block walls and fences. The new sidewalk eliminates the need for pedestrians to walk along the side of the road. Cerritos is designated as a four lane secondary arterial by the County's Master Plan of Arterial Highways (MPAH) with average daily traffic of 9,400 vehicles per day. The project will provide a safer and better access for the school children and pedestrians in general. The services included right of way acquisition. City of Santa Ana Civil Engineering Services: RFP 23-030 JEFFREY OKAMOTO, PE Principal -In -Charge - Huitt-Zollars Jeffrey Okamoto has more than 35 years of diverse civil engineering experience and is involved in all aspects of urban development from project management to construction support. His hands-on approach and understanding of grading, hydrology and hydraulics, storm drain, roadway, sewer, and water design for public works/private facilities is result of overseeing the overall civil engineering design during production and resolving problems encountered during construction. He is an expert at coordinating multidiscipline infrastructure projects involving the landowner, various homebuilders, various governmental agencies, a sub -consultants team and coordination of in-house staff and specialists. RELEVANT PROJECT EXPERIENCE La Colina, William Lyon Homes — Glendora, CA Shea Homes - PA-14/16 at Baker Ranch, Shea Homes — Lake Forest, CA Adjacent to PA-2, RMV, Santa Margarita Water District — Unincorporated, CA Talega Master Planned Community — San Clemente, CA City of Santa Fe Springs - On -Call Survey — City of Santa Fe Springs, CA Orange County Water District -Survey On -Call — Orange County, CA Orange County On -Call Surveying — Orange County, CA MARC HASLINGER, PE Quality Control - Huitt-Zollars Having experience in both the public and private engineering sectors, Marc Haslinger brings a broad wealth of experience to his jobs. He has managed and designed numerous municipal, residential, and commercial projects throughout Southern California from initial planning and feasibility studies through final design, construction, and construction management. His experience has included residential, commercial, and industrial developments; potable and reclaimed water transmission mains and flood control facilities; roadway improvements; and construction management. Haslinger is well -versed in the tools of construction management, contract administration, planning, design, and processing. Complementing Haslinger's project management capabilities is a hands-on approach and technical knowledge of computer programs in the area of coordinate geometry, hydraulics, hydrology, structures, spreadsheets, critical path networking, management, and other tools necessary for a successful project. RELEVANT PROJECT EXPERIENCE Western Avenue Rehabilitation — Buena Park, CA Irvine Center Drive, Sand Canyon to Barranca Parkway — Irvine, CA Irvine Center Drive, 1-405 Freeway to Lake Forest Drive — Irvine, CA Bake Parkway, 1-405 to Irvine Center Drive — Irvine, CA City of Dallas Facilities Capital Planning, Design and Construction - Dallas, TX* Willow Avenue Drain — West Covina, CA City of Santa Ana Civil Engineering Services: RFP 23-030 a, 0 CARL TAYLOR, PE, LEED AP Civil Engineer - Huitt-Zollars Carl Taylor has a strong background in public infrastructure projects. He has worked on arterial highways and intersections, local and neighborhood streets, master plan and local storm drains, city and community parks, trails, streetscapes, vehicular and pedestrian bridges, city halls, libraries, community centers, memorials and plazas, parking lots, sewer and water facilities, and pedestrian and bicycle/ pedestrian trails. During his professional career, Taylor has provided plans, specifications, estimates, and construction administration and support for numerous city, county, redevelopment agency, federal, and community facilities district projects. RELEVANT PROJECT EXPERIENCE OC Parks On -Call Projects — Orange County, CA • Mathis Trail Repair, Aliso & Wood Canyons • Creek Restoration, Wagon Wheel Regional Park • General Development Plan, OC Zoo • Santiago Creekbank Repair at Arden Modjeska • Historic Site, Modjeska Canyon Nature Preserve • Tijeras Creek Trail Repair, O'Neill Regional Park • Trail Crossing Replacement, Santiago Oaks Regional» Park • Wagon Wheel Creek Restorations, Thomas F. Riley Wilderness Park FEMA Repairs, Carbon Canyon Regional Park FEMA Repairs, Limestone / Whiting Ranch Wilderness Park FEMA Repairs, Upper Newport Bay Nature Preserve FEMA Repairs, Laguna Coast Wilderness Park Bakersfield National Cemetery Oso Parkway & Antonio Parkway Intersection Improvements — Orange County, CA La Pata Ave Gap Closure & Del Rio Extension — Orange County, CA Sulphur Creek (Drainage Facility J03) — Laguna Niguel, CA Design -Build of Riverside National Cemetery Phase V — Riverside, CA Horno Detention/Water Quality Basin — Orange County, CA JOHNNY MURAD, . MS, QSD Utility Design - Huitt-Zollars Johnny Murad brings 26 years of experience in civil engineering consulting. He has assisted numerous clients in site selections, feasibility studies, preliminary construction cost estimates, earthwork estimates, plan check and permitfee estimates, conceptual site planning, final design, and construction administration. His experience gives him a good understanding of project costing techniques and calculations, which can help keep the project cost at a minimum without losing efficiency and, thereby, help his clients stay within their planned project budget and maintain their strength in the market. RELEVANT PROJECT EXPERIENCE Alder Avenue, Casa Grande Drive, Summit Avenue, and Mango Avenue Sewer Improvements — Rialto, CA Redlands Boulevard Sewer Improvements — Moreno Valley, CA Brodiaea Avenue, Cactus Avenue, Joy Street, Gilbert Street, Rebecca Street, Frederick Street, and Heacock Street Sewer Improvements — Moreno Valley, CA San Bernardino Avenue Sewer Improvements — San Bernardino, CA City of Rialto, Tract No. 16304 Sewer Improvements — Rialto, CA City of Santa Ana Civil Engineering Services: RFP 23-030 WILLIAM WALLACE, PE Structural Engineer - Wuitt- Z^I Iorc William Wallace has more than 44 years of experience as a Structural Engineer. He has been involved in the design of many highly complex structures for flood control and soil and water conservation construction programs for the Corps of Engineers (COE) and the Natural Resources Conservation Service (NRCS). Projects have included reinforced concrete hydraulic structures such as trapezoidal channel paving, rectangular channels, impact basins, drop structures, retaining walls, and reinforced concrete for principal and auxiliary spillways of lakes and dams. Wallace provided the structural design or provided peer reviews of projects where the objectives of the project was to design modifications to dams and their appurtenant structures to mitigate risks related to dam safety concerns; and to meet current regulations and standards as provided by Conservation Districts, NRCS, COE, and various Departments of Water Resources. RELEVANT PROJECT EXPERIENCE Oxnard Village Flood Control Facilities — Oxnard, CA Cottonwood Creek Trail and Bank Stabilization —Allen, TX Rush Creek Channel Erosion Control —Arlington, TX Channel Improvement Project — Fort Worth, TX Brazos River Study — TX Lake Ray Roberts Outletworks Conduit and Power Penstock — Lake Ray Roberts, TX DAVID MACKEY, P1 Land Survey - Huitt-Zollars David Mackey has 21 years of experience in the preparation of Tract Maps, Parcel Maps, Records of Survey, Right -of -Way maps, Legal Descriptions, ALTA Surveys and Lot Line Adjustments. He has been involved in numerous rehabilitation projects for parks, streets and intersections using conventional survey, GPS survey and scanning. David coordinates field crews, processing field work and delivers final CAD product and has extensive survey experience in Southern California. RELEVANT PROJECT EXPERIENCE Topographic Surveys, City of Costa Mesa — Costa Mesa, CA University of California, Irvine — Irvine, CA Topographic Survey, Bristol Street — Santa Ana, CA Topographic Surveys, City of Santa Fe Springs — Santa Fe Springs, CA Wishing Tree Park —Torrance, CA Pacific Electric Bike Trail — Upland, CA City of Santa Ana Civil Engineering Services: RFP 23-030 H L A Hydrology HTUN, PE, PHD ,e, Hydraulics Engineer - Huitt-Zollars Dr. Htun is a Professional Engineer with more than 10 years of experience specializing in surface water modeling, hydraulic design, and water resource management. Currently, he conducts hydrological and hydraulic studies for urban development. He designs and analyzes energy dissipators for a major arterial highway improvement against downstream erosion. He designs Low Impact Developments for flood control and hydrologic condition of concern while preparing the Water Quality Monitoring Report, Drainage Report, and Stormwater Pollution Prevention Plan RELEVANT PROJECT EXPERIENCE East Los Angeles College East and Corporate Stormwater — Monterey Park, CA Cypress Ave & Foothill Blvd Storm Drain and Street Improvements — Fontana, CA Pine Avenue Extension — City of Chino, CA "F" Street PS&E — Rancho Mission Viejo, CA JOHN KLUBER, PE, LEED AP, CEM Mechanical Engineer - Huitt-Zollars John Kluber is Vice President for Huitt-Zollars. Kluber has over 30 years of industry experience in numerous educational, industrial, healthcare, and government projects. He has been involved in all phases of design from programming through preparation of construction documents. He has been FOR and project manager for numerous renovation projects for healthcare, mission -critical facilities, and institutions that are fully occupied and operate 24/7/365. He understands the complexities of maintaining and operating building systems for fully occupied buildings while making modifications and incorporates them into his design approach. RELEVANT PROJECT EXPERIENCE Water Tank Replacement at LA Co. Fire Camp No. 9 — Los Angeles, CA Public Safety Building Facility Assessment — Lancaster, CA UT Southwestern Medical Center Zale Lipshy Pavilion Chilled Water Study — Dallas, TX UT Southwestern Medical Center NE Building — Fort Worth, TX UT Southwestern Medical Center NE2.416113 Replacement PET CT — Dallas, TX UNT Discovery Park MEP Upgrades — Denton, TX Children's Health Sleep Center — Dallas, TX CapMetro Bus Elect. Ph. 2 - North Ops — Austin, TX City of Denison Facility Condition Assessment — Denison, TX LVWD - Feasibility Study for New Field — Clint, TX Admin Bldg Air Handling Unit Replacement — Fort Worth, TX City of Santa Ana Civil Engineering Services: RFP 23-030 ROXANNA MEDINA,PE,PTOE,LEED AP Traffic Engineer Huitt- Zollars Roxanna Medina has more than 25 years of experience in design and project management for municipal public works, infrastructure, environmental, hydrology, and hydraulics projects. She has managed several design and construction projects that were funded with federally funded. She has also worked extensively with reporting requirements with FHWA so that municipalities are reimbursed under the terms of the Local Project Advanced Funding Agreements (LPAFA). RELEVANT PROJECT EXPERIENCE Oxnard Blvd I Wagon Wheel Road Traffic Signal — Oxnard, CA Oxnard Blvd I Orchard Place Traffic Signal — Oxnard, CA Oxnard Blvd I Vineyard Ave Traffic Signal — Oxnard, CA Vineyard Avenue at Town Center Drive Traffic Signal — Oxnard, CA Lantana Traffic Circulation Study, Lantana Community — Denton County, TX JASON PACK, TE Traffic Engineer - 1�4,iitt-Zollars Jason D. Pack, P.E., is a Principal with Fehr & Peers located in Southern California. He is actively involved in a wide variety of project work but also finds time to lead the firm's research and development efforts in Emergency Evacuation assessment. Jason has an extensive background in travel demand forecasting, traffic operations assessment (including micro -simulation assessment), VMT analysis, big data analysis, transit ridership forecasting, and transportation impact studies involving NEPA and CEQA. His focus is to utilize his experience and the technical resources of the company to help clients answer their toughest questions related to mobility. His recent work has included forecasting and operations assessment for large infrastructure improvements, developing recommendations for SB 743 implementation (California's new requirements to considerVMT as an impact metric under CEQA), assisting agencies with establishing VMT banks/exchanges, emergency evacuation assessment to respond to new legislative requirements (SB 99 and AB 747) and development of innovative transportation policies to assist City's advancing transportation into the future. RELEVANT PROJECT EXPERIENCE The Academy Charter High School Transportation Impact Analysis — Santa Ana, CA Bat Nha Meditation Center Transportation Impact Analysis — Santa Ana, CA Parking Assessment - numerous parking assessments CEQA/NEPA Assessment — Jason has completed transportation assessments for over 150 projects in support of CEQA or NEPA documentation. General Plans — Jason has worked on a wide variety of General Plans throughout the state of California Specific Plans/Master Plans/Corridor Plans — Jason has completed assessment for more than 20 specific plans, master plans, and corridor plans. Interchange and Corridor Studies - Jason has completed the Traffic Report for numerous transportation infrastructure studies throughout California City of Santa Ana Civil Engineering Services: RFP 23-030 CHRIS SCOTT, RLA, ASLA, LEED AP !-ndscape Architect - Huitt-Zollar, Chris Scott is the Team Leader for Planning and Landscape Architecture for the Huitt-ZoIlars Dallas office. His past project experience ranges from master planning and visioning of urban land developments, community amenity design and aesthetics, hike and bike trail development, multi -family, town home, and student housing developments, commercial and retail developments, multi -use urban developments, streetscapes, manufacturing and industrial development, private and public park development, corporate campus design, restaurant and hotel development, tree preservation and identification, and federal and military housing and urban development. RELEVANT PROJECT EXPERIENCE Prima Desecha Landfill Viewshed Study- OC Waste & Recycling — Orange County, CA Coyote Canyon Viewshed Planting PS&E - OC Waste & Recycling — Orance County, CA Irvine Regional Park & Drainage Runoff Control — Orange County, CA Electric Bus Charging & Storage Lot - UCI — Irvine, CA The Landing at Riverpark — Oxnard, CA JESUS "FREDDIE" OLMOS Enuirnnmonfai - ECOPv Freddie Olmos has more than 23 years of experience in Environmental Engineering and is proficient with environmental undertaking of the design of streets, basins, sewer, water, storm drain, grading, and public works projects. RELEVANT PROJECT EXPERIENCE West Street and Citron Street Sidewalk Gap Closure Project —Anaheim, CA Lincoln Avenue Widening Project —Anaheim, CA La Palma Avenue at East Street Sidewalk Gap Closure Project —Anaheim, CA State College Boulevard and La Palma Avenue Intersection Improvement Project —Anaheim, CA City of Santa Ana Civil Engineering Services: RFP 23-030 HASHMI QUAZI, PHD, PE, GE Geotechnical Engineer - Converse Consultants Dr. Quazi has 35 years of experience providing geotechnical engineering services and has earned a reputation for providing quality work in an honest and ethical manner, on time and within budget. Dr. Quazi provides quality control, budget oversight, and technical assistance on various types of projects, including storm drains, pipelines, and wastewater treatment plants. He has supervised site investigations and prepared technical reports for facilities located in areas of high liquefaction potential and difficult subsurface conditions. RELEVANT PROJECT EXPERIENCE County Line Channel Storm Drain Connection Project - Ontario, CA Chino Storm Drain Installation - Chino, CA Ramona Ave. Storm Drain & Pavement Rehabilitation - Rancho Cucamonga, CA Sultana -Cypress Storm Drain - Ontario, CA Three System Storm Drain - Chino, CA CHRIS LOERA Sith—irf—e Imaging - C RotnIA1 Chris Loera has over 16 years of experience in the construction industry. He maintains a hands-on approach by researching and attending industry workshops. He meets with the equipment manufactures to stay up to speed on the new technologies available. He plans, organizes, directs and controls the activities of the Operations function of the division. Responsible for the performance of all Departments including Research and Development, Material Management, Order Services, Engineering and Surveying. RELEVANT PROJECT EXPERIENCE SR-55 Widening Project — Irvine, CA Port of Long Beach On -Call — Port of Long Beach, CA LAX Delta T21T3 Utility Investigation and Mapping — Los Angeles, CA City of Santa Ana Civil Engineering Services: RFP 23-030 SCOTT PARMA, PE, LEED AP Electrical Enginee, - Huitt-ZoIIars Scott Parma's engineering experience includes power distribution, electrical systems analysis, system planning, electrical system design, and construction administration. He has completed a wide array of facilities projects in the utility, transportation, municipal, infrastructure, and commercial sectors of construction. His main expertise is in medium -and low -voltage power systems design and analysis. He also has experience in lighting, telecommunications, and fire alarm system design. RELEVANT PROJECT EXPERIENCE Bakersfield National Cemetery - Phase 1 —Arvin, CA Riverside National Cemetery - Phase 5 — Riverside, CA Coyote Canyon Repower Electrical PS&E — Fontana, CA LA Metro Division 13 Bus Maintenance and Operations Facility — Los Angeles, CA UCI Lot 36 Electric Bus Yard — Irvine, CA Maintenance Service Center Solar Canopies — Thousand Oaks, CA City of Santa Ana Civil Engineering Services: RFP 23-030 The City intends to retain civil engineering consultants from a pre -qualified list to provide services for a variety of projects on an as - needed basis. Projects may include: TASK Civil Engineering HUITT.ZOLLARS X CONSULTANT Construction Documents (PS&E) X Construction Administration X Hydraulics Modeling (Storm, Water, & Sewer) X Street Improvements and Rehabilitation X Utility Design X Right -of -Way Studies X Sustainable Infrastructure Services X Water Well Design X Dry Well Design X Storm Water Treatment X Sewage Lift Station X Pressure Control Systems X Financial and Economic Consulting Engineering X X Grant Writing Services X X Pavement Management X Fire Protection X Special Engineering Studies X X Regulatory Compliance X Transportation/Traffic X Signal Modifications X X Traffic Studies X X Signing and Striping X Bike Path Design X Structural Engineering X Land Surveying X Mapping X Construction Staking I X Landscape Architecture X Construction Management X Mechanical Engineering X Electrical Engineering X Geotechnical Engineering X Environmental/Planning Support X Instrumentation and Control Systems X City of Santa Ana Civil Engineering Services: RFP 23-030 Our QA/QC program sets a procedure that ensures all deliverables. As an ISO 9001:2015 compliant firm, the Quality Management Program serves as the foundation for continuous improvement in all aspects of our work. For our staff Quality Assurance is more than just a program that ensures proper internal review and documentation. It is a frame of mind with which we approach our work. The procedure will help us deliver high quality plans at 30%, 60%, and final submittal. Our quality assurance program comprises all activities necessary to ensure that projects perform according to expectations. The QA program places emphasis on planning control, design control, computer software control and records. We institute our QA program through early involvement of experienced members. This process begins with our proposal, is formalized by project kick off, and continues through project close out via our coordination. The program will ensure that an acceptable level of quality is achieved and maintained in each design. We are proposing a highly -specialized team of registered professionals with a history of delivering on similar projects. A team with a bench strength unmatched in the industry. Our project manager will be assisted by the principal -in -charge and supported by key personnel. The staff we are committing is organized so that redundant leadership is available in critical aspects of design. Our team offers additional value because it will rigorously analyze a design to provide sustainable cost effective solutions. ADVANCEDESIGN — To effectively incorporate advance innovative designs into projects, it is imperative to select a team that has been properly prepared. Our team approach will explore design from all sides, meet challenges from new angles, and help uncover perspectives that are often overlooked. Our design process is interactive and responsive. It engages all stakeholders relevant to the success of the project. We have assembled the right team! At the proposal stage overall project direction is determined, the strategy for project is specified, and general methodology is developed. Milestones are set with measurable timelines for checking progress on budget and scope completion. After award, our project manager prepares a project specific Work Plan. The Project Work Plan adds detail to the proposal scope of work, identifies the project team assignments and responsibilities, the project budget and schedule, and information regarding design criteria, inputs and constraints for the project. The Plan also specifies the governing design codes, guidelines and CAD standards. - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - The Project Work Plan includes a Project Quality Management AV Plan (QMP) that is specific for each project. The QMP PLAN identifies the QC Manager and constructability reviewer. It includes project deliverables, design tasks, and schedules nu - 1 7 11 .. 7 - - I ivp in-house reviews. The QMP verifies that the all requirements are met. It is based on a 4-step process of Plan — Do — Check Act. By working on continuous improvement we ensure that our services provide added value. - - - - - - - - - - - - Work Breakdown Structure - Huitt-Zollars will develop a Work Breakdown Structure (WBS) that identifies specific tasks needed to accomplish the proposed scope of services. We will determine the level of effort required for each discipline to complete each task under the WBS. This effort is used to establish the proposed compensation for the project and helps overcome potential budget challenges. Detailed Project Schedule — Several characteristics comprise our approach to developing and maintaining a realistic schedule. This starts with participation of the entire project team. It is imperative that the schedule be sensitive to the demands of every discipline and client review periods. A schedule must account for stakeholder considerations and include time contingencies for resolving unforeseen variables. Our PM is assigned the responsibility of developing and tracking the project schedule. Our WBS format allows our PM to review budgets against associated milestones. We require that the PM update the Principal with project progress weekly. This results in a sense of urgency that will benefit each project. Quality project delivery can be impacted by many things. However, there are five areas that will demand our focus. We will design both projects A and B as the City intended to design them. This will be accomplished by listening and clearly understanding your expectations. We will confirm our understanding in our negotiated scope and verify that we are on track by conducting design review meetings on a regular basis from planning through final design. D We will design projects as the City intends to design them. This will be accomplished by listening and clearly understanding your City of Santa Ana Civil Engineering Services: RFP 23-030 6 expectations. We will confirm our understanding in our negotiated scope and verify that we are on track by conducting design review meetings on a regular basis from planning through final design. • We will meet with sub -consultants to ensure their scope is complete. • We will design the project in accordance with your schedule. This begins with development of a detailed schedule that includes critical path, agency review times, and milestones. Progress will be reviewed during our design meetings. • We will design a project that is within your budget. We will develop a project budget that includes contingency, probable construction cost, and consultant fees. The probable construction cost will be prepared using current unit prices and submitted for review. • We strive to minimize non -client initiated change orders during construction. Our QA/QC procedure implements a constructability reviewer. It helps us foresee and resolve potential issues before the bidding phase. Our PM will establish the framework and ensure that we capture your expectations for quality prior to publishing our plan. Existing Utility Inventory - Every project presents its own special design challenges. The most frequent challenge related to existing utilities we would expect in the City of Santa Ana. Is that improvement to utilities located in developed areas will generally affect or be affected by other utilities. Through experience we have learned that existing records may be non-existent, inaccurate, or lack information. This is why all projects require an effective existing utility locating approach. A precise utility inventory will: Equal a high quality design Avoid conflicts during construction Prevent utility interruptions • Promote public safety • Avoid construction change orders • Prevent construction delays With HZ, utilities will be located, verified, and compiled into a V8i CADD file using a "Four Tier Approach." TIER 1: SITE INVESTIGATION - Huitt-Zollars conducts a cursory site investigation that includes pictures used to formulate the scope of services. The information gather identifies utility purveyors in the project vicinity and assesses probable challenges. TIER II: GATHER RECORD DATA - Huitt-Zollars request records from utility purveyors in the project vicinity. The City of Santa Ana will provide information in its possession relevant to the preparation of the project plans. Record information will be reviewed and compiled into a V8i CADD file. The information is further verified during the topographic survey. TIER III: TOPOGRAPHY SURVEY — One week prior to surveying, HZ will contact Dig -Alert LISAwith a project exhibit to request that existing utilities be marked within the project limits. Our survey department will capture utility markings, visible surface utility features, and dip manholes as necessary. The survey shots will be compiled with the record data and used to verify utility locations, inverts, size, and flow direction. The information will help our civil team foresee potential challenges during design. TIER IV: SUB -SURFACE INVESTIGATION - The data collected in previous tiers is used to arrive at possible utility conflicts during preliminary design. Our goal is to resolve each conflict via good research and design. But we must also prepare with a set aside budget for further sub -surface investigation shall it be necessary. A task sets aside a budget for potholing cost and incidentals. The investigation is kicked off after preliminary design so that the findings help improve the level of quality of future submittals. Environmental Assessment — Verify that the work limits are within areas with existing infrastructure. Small improvements of this nature typically qualify for environmental exclusions but if the work requires a negative declaration. Our first step would be to research existing environmental filing(s). There after our consultant and civil team would assist the City of Santa Ana with supporting studies and documentation to comply with CEQA and/or NEPA. Topography - HZ is leading the industry with fixed wing aerial drone surveying. The new technology has a perfect platform in topography. With on board RTK the data will generate an accuracy that matches conventional aerial photography but a picture quality that is unmatched. It allows for quicker delivery and data control at a competitive fee. The data would be supplemented with a field survey(s) and tied to the most appropriate datum. HZ will acquire necessary permits to perform aerial surveys via drones. Our survey department would also provide legal descriptions, if required. Providing plans, specifications, and estimates (PS&E) for engineering projects is the backbone of our Irvine branch. We are familiar with local, state, and federal codes and regulations. This ensures that the design is in conformance with established guidelines. We are also experience with preparation of special provisions. We have been serving Southern California for over 30 years this includes projects with the City of Santa Ana. We are familiar with the City's criteria for acceptance of plans. City of Santa Ana Civil Engineering Services: RFP 23-030 7 Encroachment — Potential encroachments would be identified in the proposal stage. The work to coordinate, design, provide temporary easements, etc. would be included in the fee proposal. Our goal during design is to make every attempt possible to avoid impact to adjacent properties but it is not always possible. Confirm that all work will fall within City controlled property and that encroachment is not necessary. Water Well Expertise — Our proposed project team has a history of successfully delivering water well design services. Our Bakersfield National Cemetery Project constructed a water well for domestic and irrigation use. Our proposed PM, Mr. Hernandez, rehabilitated several water wells that were used for construction water. The same water wells were later used to feed a cooling system for the Mojave Solar Project. Utility Services — Our project experience offers many projects with sewer, water, and storm drain design. We have also provided dry utilities coordination. We are currently working on projects that install and/or retrofit utilities. Roadway Design Specialists — Our project team has provided roadway design services for urban, rural, primary, secondary, and major roadways. We are equipped to address all aspects including: Conceptual Design Alternatives Utility relocations/adjustments Parkway Landscaping Sound Wall and Retaining Walls Drainage Storm Water Management Rehabilitation Final Design PS&E packages Bike Path Traffic Engineering — We offer complete traffic engineering services. HZ has completed hundreds of traffic engineering projects. Our traffic engineering staff are experts in all aspects of traffic engineering and operations. This includes: Signing and Striping Temporary Traffic Control Schoolzones Pedestrian Safety Bicycle Safety Parking, access, and circulation Traffic Calming Plans Traffic Control —The signing and striping would consider the proposed bike path. Both project will require temporary traffic control during construction. Temporary traffic control could be deferred to construction phase or it could be included with construction documents. Hydrology and Hydraulics Analysis — Include a hydrology and hydraulics analysis that assess drainage improvements. Water Quality Compliance WQMP — In accordance with MS4 Permit Guidelines SWPPP - Prepares PRDs in accordance with the requirements set forth in the NPDES General Permit for Storm Water Discharges Associated with Construction and Land Disturbance Activities. The SWPPP may also be deferred to the construction phase. Geotechnical Recommendations — Our consultant will provide the required analysis to determine the street section thickness, sub- surface soils classification and condition, evaluate soil properties, provide geotechnical parameters, trench stability requirements, and backfill recommendations. We will coordinate with the City to make sure quality and durability are not compromised. Estimates — HZ will generate quantity takeoffs and an opinion of probable construction cost for proposed project improvements. Cost estimates shall include construction, engineering, inspection, administration, right-of-way, and contingency. The estimate shall tie the unit price to a cost index and provide a format that is easily updated or revised. Bid prices from recent city project shall be reviewed to verify unit prices. Specifications — HZ will utilize the City of Santa Ana standard bid specifications and edit them to fit both project requirements. This will include a bid sheet showing the anticipated project quantities. Construction Administration Services 1. Bid Support — Assist City with bid documents, attend bid meeting, and provide bid support. 2. Construction Support —Attend pre -construction meeting, provide ongoing support, and attend construction meetings as required. 3. Project Close Out — Utilize contractor redlines for as -built plans to prepare record plans in Micro -Station V8i CADD and pdf format. City of Santa Ana Civil Engineering Services: RFP 23-030 8 Client Satisfaction — Huitt-Zollars achieves client satisfaction by dedicating a concise and experience team that will deliver on schedule and within budget. A key component is effective communication that begins with listening to the City's ideas, concerns, and goals. Our status reports summarize discussions, provide follow up action items, and set dates for follow up items. We will create a project work plan that includes that includes all critical tasks to deliver a design that meets expectations. We will integrate ourselves via meetings, emails, and conversations so that we become an extension of the City's vision for the project. We will attend community meeting to help gain acceptance. Huitt-Zollars has no exceptions to the proposed contract. City of Santa Ana Civil Engineering Services: RFP 23-030 9 As part of a five year On -Call Services with the City of Santa Ana Water Resource Department. Huitt-Zollars is providing Plans, Specifications and Estimates (PS&E) for several projects in the City of Santa Ana. The Sanitary Sewer Septic to Gravity Conversion Project proposes to construct 8" sewer in a neighborhood near 17th Avenue and Tustin Avenue. Huitt-Zollars in providing CEQA documentation and PS&E for over 2500 linear feet of proposed 8" sewer, service laterals, and manholes. 2. Lacy Neighborhood Water Replacement Project proposes to replace over 15,000 linear feet of water line and services. The project is part of a citywide program that proposes to replace and increase capacity of over 30,000 If of water line per year. Huitt-Zollars is preparing PS&E that include topography and temporary high water lines. 3. French Park Water Replacement Project proposes to replace over 15,000 linear feet of water line and services. The project is part of a citywide program that proposes to replace and increase capacity of over 30,000 If of water line per year. Huitt-Zollars is preparing PS&E that include topography and temporary high water lines. RELEVANT DESIGN COMPONENTS: • PS&E • Paving • Domestic Water Improvements • Sewer Improvements • Environmental CLIENT CONTACT: City of Santa Ana Armando Fernandez Senior Civil Engineer Public Works I Water Resources afernandez@santa-ana.org 20 Civic Center Plaza, M-35 Santa Ana, CA 92802 714.647.3316 Huitt-Zollars prepared the design of approximately 6,000 of 12" HDPE highline for recycled water to assist the Water district in the transportation of recycled water through the Santa Margarita Water District. Huiit-Zollars also assisted the Santa Margarita Water district in the design and construction of a booster pump station to boost the pressure of the recycled water line through multiple pressure zones. Additionally, Huitt-Zollars worked with Santa Margarita Water District to prepare multiple details to switch pipe materials and underground the highline into a casing and create a crossing of a secondary arterial highway. The design was completed to allow for the maintenance of the pipe without disrupting traffic on the highway. RELEVANT DESIGN COMPONENTS: Survey Engineering Estimates Water Improvements CLIENT CONTACT: Santa Margarita Water District . Jamie Aguilar jaimea@smwd.com 26111 Antonio Parkway Rancho Santa Margarita, CA 92688 949.459.6400 City of Santa Ana Civil Engineering Services: RFP 23-030 10 Oxnard Village is an approximately 60-acre privately funded re development project located at the westerly gateway to the City of Oxnard, along the 101 Freeway. The under-utilized site contained 1950's era motel, mobile home park, retail/commercial and light manufacturing uses. This mixed use project will ultimately include 1,500 residential units with row -houses, podium stacked flats, live -work units and luxury high rise condominiums and luxury hotels. Four parking lots have already been designed which included aesthetic, decorative lighting, water quality, space, enhanced paving, - vehicular, pedestrian and disabled access, as well as drainage challenges. In each case, both a functional and aesthetically pleasing built environment resulted. The project is ongoing and will continue development while serving the City of Oxnard for many decades into the future. RELEVANT DESIGN COMPONENTS: • Street Improvements • Sewer, Domestic Water • Reclaimed Water • Storm Drain • Flood Control • Mulitple Parking Lots • Landscaping • Water Quality • Vehicular & Disabled Access CLIENT CONTACT: Oxnard CRFL Partners Carl Renezeder • carlr@oakwooddev.com 64 Maxwell Irvine, CA 92618 949.719.9040 — Fehr & Peers guided the City of Santa Ana through the process of updating and adopting the City's traffic impact study guidelines consistent with requirements of SB 743. Fehr & Peers made VMT estimates for the entire Orange County region in support of the recommended thresholds of significance, including screening maps to facilitate City processing of projects. Fehr & Peers also _ provided a guidance document with sample projects to assist the City with implementation. This effort included education of staff and collaborative meetings to meet City goals. The City VMT thresholds and TIA Guidelines have been adopted by the Santa Ana City Council. This project was delivered on budget and on schedule, within the July 2020 adoption deadline. RELEVANT DESIGN COMPONENTS CLIENT CONTACT: City of Santa Ana Zdenek "Zed" Kekula Senior Civil Engineer zkekula@santa-ana.org 20 Civic Center Plaza, Santa Ana, CA 92701 714.647.5606 City of Santa Ana Civil Engineering Services: RFP 23-030 11 Huitt-Zollars reviewed the RFP and provides the following as a supplemental sample scope of services. Design plans and reports would follow the City's standard format. — " Project Management and Coordination - After contract award HZ will prepare a Project Work Plan (PWP) and schedule a kick-off meeting. The PWP will be provided to the City for review and comment prior to the kick-off meeting date. Said PWP will expand on: Design Team (City of Santa Ana/HZ/Consultants) • CADD Standards • Scope of Work/Deliverables Drawing List Applicable Criteria/Standards/Codes • Specification Requirements • Schedule/Milestones • Design Budget(s) Quality Control/Quality Assurance Value Engineering (Construction Budgets) During the kick-off meeting the development team will review the PWP, identify key staff, and establish lines of communication. The PWP will be updated per comments provided during the kick-off meeting and publish with the City's approval. The published PWP will be used by the project manager to monitor the project during design. Starting from the date of kick-off meeting, Huitt-Zollars will be responsible for project management and coordination of the project. This includes: Development team meetings between the City of Santa Ana and consulting team Meetings with affected community members, stakeholders, and utility companies Sample List: City of Santa Ana (Water, Sewer, & Storm) Orange County Sanitation District Union Pacific Railroad Southern California Edison Southern California Gas AT&T Time Warner Cable Santa Ana Unified School District Preparation of progress reports to the City of Santa Ana Monitoring the design elements and schedule per published PWP Securing permits — HZ will coordinate with agencies involved in the project, prepare, and file to acquire required permits on behalf of the City of Santa Ana. TAS K B Records Research — The utility list will be compared to findings from Underground Service Alert. All Utility agencies will be contacted to gather and review available record data. Record information will be evaluated against the survey and compiled into a master Vi8 CADD file. HZ will evaluate "record" information against proposed facilities to pinpoint potential conflicts. All potential conflicts will be tagged for further investigation during the pothole investigation. TA c w r Survey — The overall topography includes a design survey that captures surface information within the right-of-way and an aerial that extends the topography beyond the right-of-way to capture private property features. It is assumed that the topography limits will be sufficient for design. The City will also provide the record boundary that will be necessary to evaluate right-of-way and property encroachments. Prior to commencing design the project manager and key personnel will walk the site to evaluate the topography and record information against the existing condition. HZ will review the topography against visible utility features, notate SCE power pole number tags, control panel types, traffic signal types, and mast arm lengths. The information will be compile into the master Micro -Station CAD file for discussion prior to the design phase. City of Santa Ana Civil Engineering Services: RFP 23-030 12 TAS K r Geotechnical Stud ies/Reports/Bori n g — Review existing geotechnical report and prepare a comprehensive geotechnical investigation including adequate borings for proper design of proposed work. Obtain required permits to conduct geotechnical investigations and perform applicable lab test to provide information necessary for a comprehensive design. A draft copy of the geotechnical report will be provided for review and comment. Traffic control in accordance with W.A.T.C.H. Manual. TA S K E: Traffic Study/Report —As necessary. TASK IF Environmental (CEQA)—As necessary, TASK ( Right -of -Way Acquisition and Temporary Construction Easements (TCEs) — Right -of Way acquisition as necessary. HZ will incorporate the preferred precise alignment into the Vi8 CADD Files. Plans will be evaluated and TCE's would be provided, if necessary. fAS K H - Drainage - Huitt-Zollars proposes to implement the recommendations from the draft Citywide FLO-2D model that accounts for backwater effects on the storm drain infrastructure. Sizing of the infrastructure will be based on both hydrology and hydraulic computations to be prepared as part of the drainage report. A preliminary drainage report will be created along with the 30% submittal. A final drainage report will be provided with the final submittal. TAS K I - Water Quality Management Plan (WQMP) Sub-TaskLl — The design will account for the 50% rule in the 2009 MS4 Permit, which requires treatment for 50% of added or replaced impervious areas. It will implement green street principles to the maximum extent practicable. If the underlying soil does not infiltrate we anticipate using the parkway to provide bio-filtration. HZ will prepare a Preliminary WQMP at the 30% stage that identify potential locations for LID BMPs and their interactions with the onsite storm drain network. HZ will develop the Preliminary WQMP into a Final WQMP consistent with the County's Technical Guidance Manual to accompany the final submittal. This will include an engineer's estimate of probable costs inclusive of material, freight, and maintenance for the selected BMPs. Sub -Task L2 SWPPP — Deferred: Construction Bid Task TAS K � Plans, Specifications, and Estimates (PS&E) - HZ will adhere to city criteria, policies, procedure, and standards. PS&E includes three milestone deliverables — 30%, 60%, and Final. Each milestone will commence after HZ has received review comments from the previous milestone submittal. HZ will meet with the City after comments have been reviewed to resolve questions. All plan sheets will be prepared at 20 scale unless otherwise approved and noted. Sub -Task J.1 Street Improvements — HZ will match the precise alignment of the constructed street. Plans will include record information regarding utilities, obstructions, and appurtenant data. Sub -Task J.2 Traffic Design Street Signals Channelization Plan & Details — Plans will be completed to meet California MUTCD standard, signage will be evaluated and updated for proposed lane configuration. Temporary Traffic Control Plans — Deferred: Construction Bid Task Sub -Task J.3 Storm Drain Design - Drainage improvement plans will be prepared at the different milestones. Backbone storm drain profiles will be provided along with the 30% submittal. Profiles for lateral storm drains and storm drain detail sheets will be provided at the 60% and final submittals. Sub -Task J.4 Wall Design — Design of masonry wall height as specified by sound report or City but not to exceed 12 feet Sound Report — Provided by City Sub -Task J.5 Street Lighting & Electrical Design — Typically existing street lights are owned by SCE. If the proposed improvements relocate more than three street lights the proposed lights will be owned by the City of Santa Ana. Street lighting design standards will be coordinated with the City of Santa Ana prior to commencing the design. The design will be per City of Santa Ana lighting standards and consideration will be given to salvaging the existing light fixtures. Sub -Task J.6 Landscaping and Irrigation Design — Conceptual landscape and irrigation plans will be prepared in conformance with City of Santa Ana standards. Our landscape designers will work closely with our engineers to plan, design, and coordinate gateway features, public art, traffic, and pedestrian lighting, signage, and site amenities. Our team will coordinate with the City to responsibly design landscape and irrigation systems. Planting and irrigation will be mindful of water conservation standards. Sub -Task J.7 Dry Utilities — Undergrounding existing powerlines is possible if SCE accepts proposed switch locations. As described in the approach coordination with SCE would occur in two phases. Our current scope is limited to street design. HZ will coordinate City of Santa Ana Civil Engineering Services: RFP 23-030 13 with third party purveyors to find feasible alignments for dry utility. The proposed alignment would be incorporated into a conflict exhibit for evaluation. The coordination is limited to the street improvement design period. Sub -Task J.8 Specifications — HZ will utilize City of Santa Ana standard bid specifications and/or the latest edition of the Standard Specifications for Public Works Construction and edit them to fit the project requirements. Sub -Task J.9 Estimates of Probable Cost— HZ will prepare estimates of probable cost for the proposed improvements. Sub -Task J.10 Utility Plans — HZ will prepare utility plans this includes an option for potholes to investigate existing utility size and depth. Further investigation will be necessary where record information is unreliable and thought to cause a conflict with proposed improvements. Existing manholes will be dipped where possible to verify inverts and pipe size. Notices will be sent to impacted utility companies and every effort will be made to resolve conflicts prior to 60% submittal. Sub -Task J.11 Disposition Plans — Removals are limited to infrastructure within project limits Sub -Task J.12 Water Well Rehabilitation Plan Sub -Task J.13 Offsite Improvement Plans - Excluded Typical Street Improvement set will include: 1. Title Sheet 2. Index Sheet 3. Disposition Plan 4. Street Improvement Plans (5 sheets) 5. Details & Typical Cross Sections 6. Storm Drain Improvements (2 sheets) 7. Drainage Details 8. Signing & Striping Plans (3 sheets -double stacked) TAS K K: Construction Administration Services (Optional) 9. Signing & Striping Details 10. Sound Wall Plan - (3 sheets) 11. Sound Wall Details 12. Streetlight Plan (3 sheets double stacked) 13. Streetlight Details 14. Landscape & Irrigation Plan (3 sheets -double stacked) 15. Landscape & Irrigation Details Sub -Task K.1 Bid Support — HZ will be available to attend the pre -bid meeting. Our team will review contractor's RFIs if requested by the City during the bidding phase. Sub -Task K.2 Construction Support— HZ will participate in construction meetings if necessary. HZ will review submittals and shop drawings required to support the construction contract. Reviews will be completed within 10 working days of receipt. Contractor change orders will be completed within two working days of receipt. HZ will be available as requested by the City to resolve discrepancies in contract documents. HZ will furnish necessary revisions to documents due to errors and/or omission at no cost. Sub -Task K.3 Record Drawings — The contractor shall provide as -built redlines, HZ will revise approved plans per contractor comments to produce record drawings. Sub -Task KA Project Close -Out - HZ will assist in the development of the project punch list as related to the construction package prepared by our team. City of Santa Ana Civil Engineering Services: RFP 23-030 14 DESIGN SCHEDULE MILESTONE DUE DATE Kick -Off Meeting May 4 Records Research June 1 Base CADD File June 29 Geotechnical Report July 27 Drainage Report July 27 Plans, Reports, Specifications, and Estimates 30% September 14 Plans, Reports, Specifications, and Estimates 60% December 7 Plans, Reports, Specifications, and Estimates 100% March 1 Bidding Period April -May Kick-off Construction June Please find our Fee Proposal in the separate sealed envelope labeled "Fee Proposal." Attachment 3-1 Non Collusion Affidavit Attachment 3-2 Non -Lobbying Certification Attachment 3-3 Non -Discrimination Certification City of Santa Ana Civil Engineering Services: RFP 23-030 15 Appendix ATTACHMENT 3-1: NON -COLLUSION AFFIDAVIT CERTIFICATIONS NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, 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 bid are true; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid 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 bid. Note: The above Non -collusion Affidavit is part of the Proposal. Signing this Proposal on the signature po ionn thereof shall Also constitute signature of this Non -collusion Affidavit. BIDDERS o e are caurid at a ing a Cale certificatiprrnra*r subject the certifier to criminal prosecution. Signed State of Califohtia/ County of Subscribed and sworn to (or affirmed) before me on this day of , 20_ by proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. Notary Public Signature Notary Public Seal City of Santa Ana RFP Page A3-1 CALIFORNIA JURAT WITH AFFIANT STATEMENT GOVERNMENT CODE § 8202 rccx�rcrcc - crrc,rx ccri Pee Attached Document (Notary to cross out lines 1-6 below) ❑ See Statement Below (Lines 1-6 to be completed only by document signer[s], not Notary) Signature of Document Signer No. 1 Signature of Document Signer No. 2 (if any) A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. State of California County of Of-" er I I, I OTo Notary Public - QW,rnia Orange Coun mty �€ Comission # 2337937 *Y Camm. Expires Nov 20, 2o24 Seal Place Notary Seal Above Subscribed and sworn to (or affirmed) before me on this 77-K day of V1Zs- c.Li , 20 Z j by Date Month Year (and (2) Names) of Signer(s) proved to me on the basis of satisfactory evidence to be the person(s) who -appeared before me. Signature Sign�ure of Notary Public OPTIONAL Though this section is optional, completing this information can deter alteration of the document or fraudulent reattachment of this form to an unintended document. Description of Attached Document Title or Type of Document: Document Date: Number of Pages: Signer(s) Other Than Named Above: %X> — W XU :1! .� G^ c �:rst s csE rcY cr 4�n recac o r c xz� csr vct x 4 z z� c s yr c cx as 02014 National Notary Association • www.NationalNotary.org • 1-800-US NOTARY (1-800-876-6827) Item #5910 Appendix ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION CERTIFICATIONS The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. 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 farther 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. 7. 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 City of Santa Ana RFP Page A3-3 by riles, 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 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 sub -consultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, No discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter. Signed: Title: n IM Bing rincipal and Vice President Firm: Huitt-Zollars, Inc. Date: March 7, 2023 City of Santa Ana RFP Page A3-4 Appendix ATTACHMENT 3-2: NON -LOBBYING CERTIFICATION CERTIFICATIONS The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: 1. No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any federal contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any federal contract, grant, loan, or cooperative agreement. 2. If any funds other than federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence any 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 tivs federal contract, grant loan, loan or cooperative agreement, the undersigned shall complete and submit a "Disclosure of Lobbying Activities". This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U. S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such sub recipients shall certify and disclose accordingly. Firm Huitt-Zollars, Inc. Signed and Printed Name: Jeff Okamoto y� Title Managing Principal and Vice Presi ent Date March 7, 2023 City of Santa Ana RFP Page A3-2 HUITT-ZOLLARS MISSION STATEMENT Our commitment is to understand the needs of our clients and to meet those needs by delivering professio services with the highest leve 2603 Main Street, Suite 400 Irvine, CA 92614 (949)988-5815 www.huitt-zollars.com HUITMOLLARS EXHIBIT C COMPENSATION Consultant's Fee Proposal including hourly rates if applicable HUITT-ZOLLARS Southern California 2023 HOURLY RATE SHEET Engineering/Architecture Survey Principal $ 325.00 Survey Manager $ 280.00 Sr. Project Manager $ 300.00 Sr. Project Surveyor $ 220.00 Design Principal $ 260.00 Project Surveyor $ 155.00 QA Manager $ 250.00 Survey Technician $ 125.00 Project Manager $ 250.00 Sr. Civil Engineer $ 240.00 Sr. Structural Engineer $ 270.00 Survey Crews Sr. Mechanical Engineer $ 250.00 Sr. Electrical Engineer $ 225.00 1-Person Survey Crew $ 200.00 Civil Engineer $ 185.00 2-Person Survey Crew $ 305.00 Structural Engineer $ 195.00 3-Person Survey Crew $ 395.00 Mechanical Engineer $ 180.00 Electrical Engineer $ 180.00 Plumbing Engineer $ 180.00 Construction EIT $ 160.00 Sr. Architect $ 215.00 Construction Manager $ 180.00 Sr. NL Architectural Staff $ 200.00 Resident Engineer $ 165.00 Architect $ 200.00 Inspector/Owner's Representative $ 130.00 Architect Intern 3 $ 175.00 Sr. Project Representative $ 125.00 Architect Intern 2 $ 135.00 Resident Project Representative $ 100.00 Architect Intern 1 $ 120.00 Sr. Landscape Architect $ 225.00 EXHIBIT 4 CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND RICK ENGINEERING COMPANY FOR ON -CALL ENGINEERING SERVICES THIS AGREEMENT is made and entered into on this 16th day of May, 2023 by and between RICK Engineering Company ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On February 21, 2023 the City issued a Request for Proposal No. 23-030, by which it desired to retain a Consultant having special skill and knowledge in the field of: Professional Engineering Services on an on -call basis for the City's Public Works Agency. B. Consultant submitted a responsive proposal that was among those selected by the city. Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-030. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-030, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in "Scope of Services - Exhibit A", attached hereto and incorporated by reference, and as further described in Consultant's Proposal, attached hereto an incorporated herein by this reference as "Consultant's Proposal - Exhibit B". 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant's Fee Proposal, which is attached hereto and fully incorporated herein by this reference as "Compensation - Exhibit C". Consultant is one of fifteen (15) separate consultants selected to provide services on an on -call basis under RFP 23-030. The total compensation for services provided by all consultants selected under RFP 23-030 shall not exceed the shared aggregate amount of $5,000,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. Page 1 of 10 b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. Notwithstanding any contrary terms contained within Consultant's Fee Proposal, Consultant's fees shall not exceed 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws. 3. TERM This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to a one, two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. Page 2 of 10 6. INSURANCE Consultant 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 Consultant, its agents, representatives, employees or subcontractors. a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section. b. Insurance coverage shall be at least as broad as: (i) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit 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. (ii) Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage. (iii) Workers' Compensation insurance 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. (iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. (v) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. d. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions: Page 3 of 10 (1) Additional Insured 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 Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary 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 Consultant's insurance and shall not contribute with it. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. 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. (v) Self -Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. 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. (vi)Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than ANII, unless otherwise acceptable to the City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims -made basis: • The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. Page 4 of 10 • Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. • 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 Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work. (viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix)Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors. (x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by Page 5 of 10 reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct Page 6 of 10 or indirect, which would conflict in any manner with performance of services specified under this Agreement. 12. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. Page 7 of 10 b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Jennifer L. Hall Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 Page 8 of 10 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 Fax: To Consultant: Joe Hammond Project Manager RICK Engineering Company 36 Discovery, Ste. 240 Irvine, CA 92618 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signatures on following page] Page 9 of 10 SIGNATURE PAGE FOR CONSULTANT AGREEMENT BETWEEN CITY OF SANTA ANA AND RICK ENGINEERING COMPANY FOR ON -CALL ENGINEERING SERVICES IN WITNESS WHEREOF, 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. CARVALHO City Attorney By: ,iKATHAN T. MA 1NEZ Assistant City Attorney RECOMMENDED FOR APPROVAL: NABIL SABA Executive Director Public Works Agency CITY OF SANTA ANA KRISTINE RIDGE City Manager CONSULTANT: f 7ooseyh ffawwoi4 Joseph Aamm.11d (Apr 14, 2023 10:33 PDT) JOE HAMMOND Project Manager Page 10 of 10 EXHIBIT A SCOPE OF SERVICES Appendix ATTACHMENT 1 SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR ON -CALL ENGINEERING SERVICES RFP NO. 23-030 INTRODUCTION/BACKGROUND The City of Santa Ana intends to retain Civil Engineering Consultants on an as -needed or "on -call" basis. A Professional Services Agreement will be entered into with several of the qualified firms Civil Engineering consultant(s) to provide professional services for a variety of projects on an on -call basis. On an on -call, as -needed basis, the selected firm(s) may later be asked to provide professional engineering services proposals on specific, project -by -project basis, based on an agreed -upon specific scope of services and fees. In general, work consists of general engineering design projects. Funding sources for each project may vary for each project/task order assignment shall comply with the funding agency's requirements. The projects may include water and sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, traffic signal modifications; landscaping and irrigation systems; park and recreational design, grant application writing, and other related projects as required. On occasion, environmental and planning support services may also be requested. The City may need consultant services for mapping and legal description preparation, construction management, staking and inspection. Occasionally the City may also need geotechnical, electrical, mechanical, structural, and other specific infrastructure related services. The consultant shall be able to assist the City through this contract to provide the necessary services. The consultant shall utilize in-house staff and/or sub -consultants to complete the assignments to meet the City standards. For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. Prime consultant mark-ups for sub -consultant work will not be allowed. All proposals, plans, drawings, specifications, estimates, grant applications, and/or studies will be subject to the final approval and satisfaction of the City of Santa Ana. City of Santa Ana RFP 23-030 Page Al-1 Scope of Services The work consists of general engineering design and cost estimating for civil works projects, City facilities, Parks and other related projects as required. The work in general, consists of work in the following areas and not limited to: • Civil- Design • Transportation/Traffic Structural Geotechnical • Land Surveying • Architectural • Landscape Architectural and Irrigation * Environmental • Electrical - Mechanical • Instrumentation and Control Systems Fire Protection Land Surveying • Financial and Economic Consulting Engineering In addition to general engineering design projects Consultants may be asked to perform the following tasks: Hydraulic modeling of the water distribution, storm water, and sewer collection systems Evaluations, studies and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations, EIectrical and industrial control systems evaluations, studies, drawings, documentation and recommendations • Mapping Services Legal Description Preparations Grant Writing- Services • Environmental/Planning Support • Construction Management Support • Pavement Management Special Engineering Studies/Reports/Compliance and Investigations Regulatory Compliance with Federal and State and Local Agencies Financial/cash flow analysis- public works programs • Assessment and District Formation Services Sustainable Infrastructure Services • Right of Way Studies If there are any exceptions to the core of requested services, proposers shall list said exceptions in their proposal (matrix form). City of Santa Ana RFP 23-030 Page Al-2 For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. The selected consultants must have the expertise, experience, and demonstrated resources available to perform the work described in this RFP. General Requirements and Project Deliverables The Consultant's services for plans specifications and estimating (PS&E) for engineering project preparation and special studies/investigations shall include and in be in conformance with the latest editions of the following: Title 24 of the California Code of Regulations (California Building Standards Code). American Water Works Association, California Department of Transportation, the Americans with Disabilities Act, the City of Santa Ana Municipal Code (SAMC), professional Standards established by the City, and or federal, state and local guidelines established in the project. As part of the preparation of the PS&E, the consultant shall prepare the special provisions pertaining to the items of work included in the plans that are not addressed on the latest editions of the applicable standards. The Consultant shall have complete responsibility for the accuracy and completeness of all documents and plans prepared. The plans will be reviewed by the City of Santa Ana for conformity with the requirements of the Agreement. Reviews by the City of Santa Ana do NOT include detailed review or checking of design or the accuracy with which such designs are depicted in the documents and the plans. The documents and plans furnished under the Agreement shall be of a quality acceptable to the City of Santa Ana. The criteria for acceptance shall be a product of neat appearance, well organized, technically and grammatically correct, checked, and dated and having the maker and checker identified. The Consultant shall have project management control procedures in effect during the entire time work is being performed under the Agreement. This task shall include the following: Project Management Plan — the consultant shall provide a detailed management plan including information and coordination with other agencies to ensure compliance and completion of the (PS&E) packages. This plan shall include all milestones and task breakdown for each of the tasks and subtasks included therein. The project management shall be submitted to the Project Manager for review and within 15 calendar days of the issued Notice to Proceed • Deliverables • Quality Control/Quality Assurance (QA/QC) Plan • Project Schedule/invoicing • Project Correspondence In case of conflict, ambiguities, discrepancies, errors, or omissions, the consultant shall submit the matter to the City for clarification. City of Santa Ana RFP 23-030 Page Al-3 The Consultant shall perform engineering design services resulting in contract documents (plans, specifications and cost estimates "PS&E") for various projects on an as -needed basis. However, work tasks may include studies or a variety of engineering tasks. If requested by the City, the Consultant shall provide a Work Plan which includes a detailed schedule of the assigned project prior to the issuance of Notice to Proceed and/or Task Order. Specific Task Orders with Notices to Proceed ("NTPs") will be provided for project(s) at the discretion of the City. Work required per Task Order shall comply with the Scope of Services and additional provisions in each Task Order and this agreement. The following services/items shall include but are not be limited to: 1. Research existing records of utility companies and agencies and coordinate the proposed improvements with existing field conditions. 2. Conduct an environmental assessment for each project and prepare all documentation required to comply with California Environmental Quality Act (CEQA), and or National Environmental Protection Act (NEPA). (If required) 3. Provide all field survey and topographic work necessary to complete the design effort. Design level survey and base mapping of the project site shall be prepared in US Customary English units by a California licensed Land Surveyor in accordance with the City guidelines and in Microstation V8i Computer Aided Design and Drafting (CARD) format. The horizontal datum shall be NAD 83 and the vertical datum shall be NAVD 88. All survey field notes shall be on forms provided by the City, shall be neatly completed in pencil, and shall become property of the City upon completion of the project. Informal field investigations including marking of removal areas may be required for some of the sidewalk, curb and gutter, and pavement replacement projects. 4. Complete the design of projects including plans, specifications, and engineer's construction cost estimate. The Consultant shall contact manufacturers and/or contractors to verify the engineer's estimate prior to submitting to the City. Specifications shall be prepared in Microsoft Word and an electronic copy of the final version shall be furnished to the City. The City will provide the specification boilerplate to the Consultant. 5. If requested, all preliminary and bid sets of plans shall be plotted on bond or velum paper using Microstation V8i CADD software program. All drawings shall be completed per the City of Santa Ana CADD Standards and any special provisions thereof. For interim submittals, the City may opt to receive only PDF versions of the plans for reviewing purposes. If so, the Consultant team will provide plans and/or specifications accordingly. 6. All original plan sheets, the title sheet of the specifications, calculations, and reports shall be signed and stamped by the Consultant's licensed professional engineer responsible/in-charge of the project. City of Santa Ana RFP 23-030 Page Al-4 7. If a part of the on -call project scope, the Consultant shall provide support services during the bidding and construction phases of the project, including, but not limited to: a. Respond to bidder inquiries during the bidding process, including preparation of any addenda. Following award of the construction contract, the Consultant shall attend the pre -construction meeting. b. Review and approve all submittals and shop plan drawings required supporting the construction contract. The Consultant shall complete shop drawings reviews within two (2) weeks of receipt. Contract Change Order reviews shall be completed within two (2) working days of receipt. c. Respond to written Requests for Information (RFI) to provide clarification or resolve discrepancies in the contract documents. Responses shall be completed within three (3) working days. d. Provide periodic field reviews and bring to the attention of the City of Santa Ana any defects or deficiencies in the work by the construction contractor which the Consultant may observe. The Consultant shall have no authority to issue instruction on behalf of the City of Santa Ana, or to deputize another to do so. 8. If included in the on -call project scope, upon completion of construction, the Consultant shall prepare as -built plans and submit them to the City. The Consultant shall incorporate all changes to the plans electronically with all necessary revision notations. Once plans have been updated, a signed set of as -built plans shall be submitted to the City with an electronic copy (in Microstation V8i CADD and pdf formats) of the final as -built drawings via CD ore - mail. 9. The Consultant shall monitor the project progress, maintain project files, and control the quality of the work performed by in-house staff and/or sub -consultants. Incomplete (not meeting targeted completion) or poor quality work will not be accepted. The Consultant shall revise the documents within a revised schedule set by the City, which may require overtime. No additional compensation necessary for the consultant to complete this work to the satisfaction of the City shall be approved by the City for the required revisions. It is the responsibility of the Consultant to produce a professional -level quality of work product. 10. If included in the on -call project scope, attend meetings with the City staff as required 11. If included in the on -call project scope, the Consultant shall coordinate plan check, design topics, permits and any other issues with the City, other Agencies, and all utility companies as required. At the direction of the City, the Consultant shall be the liaison with affected agencies. 12. If included in the on -call project scope, the Consultant shall be responsible for reviewing and approving addenda and clarifications to plans and specifications. All information regarding the plans and specifications and or documentation related to the project and approved by the City, will then become property of the City. City of Santa Ana RFP 23-030 Page Al-5 A more detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. All tasks orders shall include the staff title, hours, hourly rate and totals as related to the project. Construction Plans, Standard Specifications and Estimate (PS&E) Preliminary Design - Attend project scope meeting with City Staff to review project details. Consultant shall field review, inspect and conduct all necessary surveys to prepare a Preliminary Design Report (PDR) or alternatives, preliminary cost estimate and preferred alternative as requested by the project manager. A (PS&E) package shall be submitted to review at 30% design for independent City review A (PS&E) package shall be submitted to review at 60% design for independent City review A (PS&E) package shall be submitted to review at for FINAL independent design review. The City will review and comment on the PS&E packages with a turnaround goal of (2) weeks. One (1) copy of the documents with comments will be returned to the consultant. Unless, several agencies are involved in the review process multiple documents with comments will be provided to the consultant. After the final design continents have been incorporated the consultant shall provide the City with final (PS&E) package ready forbid. See Section - General Requirements and Project Deliverables Section. Project Schedule and Progress: Progress review meetings shall be held at intervals deemed appropriate by the City. The Consultant shall furnish two copies of all completed work or partially completed update/status since the last progress review meeting. Progress reports shall be submitted monthly in electronic format indicating achievements and project schedule progress. Ci1y Responsibilities: The City will provide information in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein. Furnish scope of work and provide general direction as needed for the assigned project • All plan check coordination within the City Advertise, award, and administer of construction contract • Electronic files (sample plans & specifications, City of Santa Ana's CADD Standards) • Electronic files for title sheets and sheet borders Facilitate meeting space and coordination and City facilities City of Santa Ana RFP 23-030 Page Al-6 Fee Proposal_ In addition to Section N.B.3 (Submittal Requirements: Fee Proposal) fee schedule shall be structured as follows: The fee proposal shall include the firm's standard hourly fee schedule, and/or project fee schedule where applicable and as outlined in this this documents. A list of all positions and hourly rates required to perform the services described herein shall remain valid for one (1) full calendar year following contract execution. Subsequent rates shall be renegotiated between the firm and the City. Amore detailed scope of work will be provided when/ifa specific project or Task Order proposal is requested of a consultant. Other Terms and Conditions: 1. The project will be implemented in compliance with the City of Santa Ana's policies, as well as Prevailing Wages and State/Federal Requirements. 2. The City regards the inclusion of California based designs, engineering, and construction professionals, facilities, and services as part of the Team to be highly desirable, but not mandatory. 3. The City reserves the right to amend this Request for Proposal by addendum prior to the final dates of submission. 4. All reports, proposals, or other data or materials which are submitted shall become the sole property of the City of Santa Ana with the exception of the confidential Financial Capacity information and sealed fee proposals which will be returned to all proposers after award of contract to the selected Team 5. All products used or developed in the execution of any contract resulting from this request will remain in the public domain at the completion of this project. 6. The City has an affirmative action program. The purpose of the affirmative action program is to encourage certified minority business enterprises and women business enterprises. All submitting firms must have established affirmative action programs approvable by the City. During the RFP stage, all firms will need to complete a "Certification of Non -Discrimination by Contractors" for each firm on their team. City of Santa Ana RPP 23-030 Page AIJ EXHIBIT B CONSULTANT'S PROPOSAL SANTA ANA \I � zF' iO R �t W0INWA mm20[CII0I22k ^ram _,- ,_ per, � �1>� -• - '� awa. r.. y t_k f AoWr ^ /, RICK Statement of Qualifications Cover Letter . . . .. . ... ... ....... .. 1 Firm and Team Experience . . . . . . . . . . . . . 2 Firm Profile . . . . . . . . . . . . . . . . . . . 2 Subconsultant Partner Firm Profiles . . . . . . 3 On -Call Services . . . . . . . . . . . . . . . . 4 On -Call Contract Experience . . . . . . . . . . 4 Project Team Organization . . . . . . . . . . . 5 Project Team Resumes . . . . . . . . . . . . . 6 Understanding of Need . . . . . . . . . . . . . . 13 Approach to On -Call Contracts . . . . . . . . 13 Approach to Project Management . . . . . . 155 Relevant Project Experience . . . . . . . . . 16 Project Experience Matrix . . . . . . . . . . . 19 Agreement Statements . . . . . . . . . . . . . . 20 Contract Agreement Statement Willingness to Comply with Agreement Terms References . . . . . . . . . . . . . . . . . . . . 20 Scope of Services and Schedule 21 Certifications 31 March 14, 2023 Mr. Sean Thomas ENGINEERING COMPANY City of Santa Ana, Public Works Agency 20 Civic Center Plaza; M-36 Santa Ana, CA 92701 SThomas5@santa-ana.org RE: Proposal for RFP No. 23-030; On -Call Engineering Services Dear Mr. Thomas: Providing on -call consulting services requires a consultant partner who understands anticipated and unanticipated challenges of tasks that may arise with capital improvement projects. Work produced from on -call contracts must meet the needs of public officials, residents, and the local business community. A key challenge to any capital improvement project is completing the work with as little impact as possible on residents, businesses, and visitors. Minimal road closures, well -marked detour signage, and traffic calming measures all minimize disruptions. We leverage this knowledge at RICK Engineering Company (RICK), and are well -positioned to continue offering multi -discipline engineering and design services to the City of Santa Ana. We have built a solid reputation working with, and for, many local agencies across the Southern California region, including As-Needed/On-Call contracts with the Cities of Anaheim, Lake Forest, and Irvine, as well as the County of Orange. RICK successfully manages on -call contracts because we view ourselves as an extension of City staff. We understand the importance of acting on a moment's notice to address agency or citizen concerns, provide guidance and expertise, and facilitate design services to meet critical funding allocation deadlines. Another contributing factor to our success is our in-house capabilities. In addition to civil engineering, surveying, and mapping, RICK's suite of services includes Water Resources, Land Planning, Landscape Architecture, and Economic Analysis, scopes often performed by subconsultants. As RICK's Project Manager for this contract, I will oversee our multidisciplinary project team and play an active role in the team's quality control efforts. I have managed multi -disciplined teams for public works and private development projects that include streets, bridges, storm drains, utilities, and other related components. Our team has worked on many capital improvement projects throughout Southern California, including the Thornton Park Neighborhood Water Main Improvements project for the City of Santa Ana. In addition to the original RFQ No. 23-030 for On -Call Engineering Services, we have obtained, reviewed, and acknowledge Addenda No. 1 to the RFQ and Q and A Sets 1 through 8. We accept the provisions of the Agreement included with the provided RFP and have no exceptions. We have the expertise, the available staff, and recent, relevant, and local experience to perform on this on -call contract in a manner exemplary to the City of Santa Ana. Please feel free to contact me at (949) 588-0707, or via email at jhammond@rickengineering.com should you require additional information. Sincerely, Joe Hammond PE, QSD/P Project Manager, City Point -of -Contact 36 Discovery, Suite 240 • Irvine, California 92618 • (949) 588-0707 • rickengineering.com ORANGE SAN DIEGO RIVERSIDE SACRAMENTO SAN LUIS OBISPO LAS VEGAS DENVER PHOENIX TUCSON The following section includes firm overviews, history, and description, along with a comprehensive list of our available services and a summary of our team's experience on similar on -call contracts. RICK Engineering Company (RICK) is an award -winning, multi -disciplinary planning, engineering, and design firm with 68 years of experience serving public and private sector clients across the western United States. RICK offers a full range of services from initial planning and project studies to final design and construction administration. RICK fosters a close-knit, people -focused culture that yields an 85% employee retention rate. Our employee longevity allows for long-term team continuity and familiarity with project requirements, as well as related standards, protocols, and best practices. Over the past six decades, RICK has built a reputation for providing a broad range of quality services based on a long-established understanding of its client's needs. With seamlessly integrated in-house design disciplines throughout our ten offices, RICK can provide comprehensive services that maximize project quality and deliverable efficiency through our ability to utilize staff resources throughout our organization. RICK has been providing on -call civil engineering services to local and regional municipalities for more than 35 years, including accompanying services such as water resources and traffic engineering, landscape architecture, and survey and mapping services. RICK, along with our subconsultant team, offers the following comprehensive offering of services: ♦ Civil Engineering ♦ Plan Checking ♦ Water Resources Engineering ♦ Geotechnical Engineering ♦ Traffic Engineering ♦ Environmental Engineering ♦ Landscape Architecture ♦ GIS Services ♦ Urban Design and Planning ♦ Surveying & Mapping ♦ Photogrammetry ♦ Dry Utility Coordination ♦ Structural Engineering ♦ Right -of -Way Acquisition RICK Information FIRM'S LEGAL NAME Glenn A. Rick Engineering & Development Company dba: RICK Engineering Company CORPORATION STRUCTURE California Corporation DATE INCORPORATED 1955 LOCATION 36 Discovery, Suite 240 Irvine, CA 92618 POINT —OF —CONTACT Joe Hammond, PE, QSD/P Project Manager (949) 588-0707 jhammond@rickengineering.com NUMBER OF EMPLOYEES 448 NUMBER OF OFFICES 10 •��EEa�N� comrnnx STEVEN ANDREWS ENGINEERING (SAE) is a dynamic Southern California consulting engineering firm, providing consulting services for master planning and engineering projects in the water and wastewater fields for over 32 years. SAE E N G I N E E R I N c, provides consulting services on civil/water resources master planning, design, and construction engineering for the public and private sectors. Their services include preparing feasibility and preliminary engineering studies; preparing plans and specifications; providing expert testimony and construction contract administration; and providing observation support during construction. ROLE: Water and wastewater facility engineering including capacity analysis and design, pump station, or ancillary facility support f//Leighton LEIGHTON CONSULTING, INC. (Leighton) has provided consulting services in geotechnical and geoenviron mental disciplines since 1961. The firm has substantial experience in pavement design with a history of work, including hundreds of miles of streets, including 35 miles for one redevelopment project alone. Leighton possesses the local knowledge of Orange County geology, regulatory agencies, and codes necessary to keep these tasks compliant and on schedule. Leighton has completed thousands of investigations, with a large percentage supporting improvements to local streets and highways. We have provided services for roadway and street pavement projects, including work on the Metro Gold Line and Mid-City/Exposition LRT in Los Angeles, the Orange County Pacific Arts Center (OCPAC) in Costa Mesa, and many on -call contracts. ROLE: Geotechnical and Pavement Engineering Services 1 MUROW DEVELOPMENT CONSULTANTS (MDC) will provide Dry Utility Coordination. Kip Armstrong will lead this critical development component, building MUROW on a successful 11-year relationship with RICK. MDC brings the City of Santa Ana DEVELOPMENT CONSULTANTS extensive knowledge of power distribution, design, and agency standards, ensuring a smooth transition between design and task completion. Specific experience includes preliminary due diligence of undergrounding/ relocation of Edison facilities at the intersection of Bake & Trabuco for the City of Lake Forest, alongside RICK. Headquartered in Irvine, MDC is committed to providing the City with accurate solutions and will treat every task -order deadline with the utmost respect during document preparation. ROLE: Dry Utility Coordination HELIX HELIX ENVIRONMENTAL PLANNING, INC. (HELIX) is an employee -owned Environmental Planning environmental consulting firm established in 1991, with more than 200 employees across seven California offices, including an Orange County office in the City of Irvine. HELIX provides comprehensive environmental consulting services for public works projects, specifically roadway improvements, bridges and interchanges, bicycle and pedestrian facilities, storm water improvements, sewer and water facilities, utilities undergrounding, parks/recreation improvements, and public buildings such as fire and police stations and libraries. HELIX has a long-standing relationship with RICK, including successfully serving as a subconsultant on on -call contracts and individual projects for public agencies, including SANDAL, City of San Diego, City of Chula Vista, and Otay Water District. ROLE: Environmental Services RICK I On -Call Services d The following list details the comprehensive services available from the RICK Team to support this on - call municipal contract for the City of Santa Ana. Pavement Rehabilitation Plans 4 Roadway Alignment and Design 4 Bikeway Facility Planning and Design 4 Major Highway and Freeway Design 4 Sustainable Transportation Corridor 4 Enhancement Studies and Design 4 Enhanced Streetscape Studies and Design 4 Landscape Architecture Concept/Final Design 4 Roundabout Analysis and Design 4 Roadway Alignment Studies 4 Interchange Geometric Design and Studies 4 Traffic Striping and Signing 4 Traffic Signal and Ramp Meter Design 4 Traffic Control/Construction Staging 4 Traffic Signal Timing 4 Traffic Control Plans and Impact Analysis 4 Street Lighting Plans 4 Parking Analysis 4 Plan Checking Services ♦ Mobility Enhancements ♦ Storm Water Quality Management Plans (SWQMP) ♦ Storm Water Pollution Prevention Plans (SWPPP) ♦ Channel Improvement Designs ♦ Sewer and Water System Design ♦ Right -of -Way Engineering ♦ GIS Application Services ♦ CADD Systems Design/Drafting ♦ Land Planning and Land Use ♦ Construction Support ♦ Grant Writing ♦ Feasibility Studies ♦ Public Meeting Presentations ♦ Access Analysis ♦ Civil Engineering Site Design ♦ Site ADAAnalysis and Design ♦ Geotechnical Engineering ♦ Pavement Design ♦ Structural Design, Including Bulkheads RICK has performed extensive as -needed services for the City of Santa Ana and other Public Agencies, and we understand both the variety and complexity of the task requests. The following partial list of on -call contracts for public agency clients, locally and throughout the region, is representative of RICK's breadth of experience: City of Lake Forest, On -Call Street and Traffic Design Services 4 City of Irvine, On -Call Civil and Traffic Engineering 4 City of Rancho Santa Margarita, On -Call Civil Engineering Services City of Santa Ana, On -Call Civil Engineering Services City of Anaheim, Development Services Department On -Call Support Services City of Anaheim, Department of Public Works On - Call Support Services 4 City of Carlsbad, On -Call Engineering Services 4 City of San Diego, As -Needed Civil Engineering 4 City of San Diego, As -Needed Sewer and Water Design Services San Diego Unified Port District, As -Needed Civil Engineering Services City of San Marcos, As -Needed Engineering Services City of Chula Vista, On -Call Civil Engineering Services . City of Menifee, On -Call Professional Services ♦ City of Rialto, On -Call Traffic Engineering Services ♦ Otay Water District, As -Needed Traffic and Civil Engineering Services City of Murrieta, As -Needed Traffic Engineering City of Lemon Grove, As -Needed Traffic Engineering City of Vista, On -Call Traffic Engineering Services RICK RICK understands the importance of providing the team presented. That's why none of our key personnel will be removed or replaced from the project without written approval from the City of Santa Ana. If multiple task orders are opened simultaneously, Dan Burk, PE, and Scott Patton, PE, QSD/P, have the qualifications and experience to manage the projects from beginning to completion. Barry Cowan PE • Principal -in -Charge • — Joe Hammond PE, QSDIP Quality Assurance/Control 15%' • Project Manager • City Point -of -Contact 25% Dan Burk PE Scott Patton PE, QSD/P Jayne Janda-Timba • Project Engineer/Manager • Project Engineer/Manager PE, ToR, QSD/P, QISP 30%30%' • Water Resources/Stormwater 20%,MV Brian Stephenson Patricia Trauth Geff Dye PLS PE, TE, PTOE PLA, AICP, LEED AP • Land Surveying/Mapping • Traffic Engineering 15%RF Landscape Architecture 20%' • Green Streets 15% � Brooke Peterson AICP Britt Palmberg AICP • Land Planning • Assessment District Services • Community Planning 20%' 20%' Steven Andrews Christian Delgadillo PE, GE • Wastewater Resources • Geotechnical Engineering • Water System Analysis 25% Kip Armstrong Tim Belzman • Dry Utility Coordination • Environmental Services 20%' 30%' % Percentage of individual's time devoted to this project a�neeawc COMrANT Project Team Resume Resumes for the proposed team members have been provided in the following pages. JOE HAMMONDQAvailability:25% Project Manager & City Point -of -Contact Joe will serve as Project Manager. He has over 34 years of experience on civil on -call contracts with broad knowledge of street and highway h„;, improvement projects. Most of Joe's career has involved work for Orange County municipalities, including the City of Santa Ana. He has extensive EXPERIENCE knowledge of all elements of civil assignments and established relationships with local agencies, utilities, and stakeholders. Joe has completed Years numerous projects, including roadway and street improvements, ADA SPECIALTY EXPERTISE enhancements, complete streets, traffic, water resources, utility planning, City of Santa Ana lighting, city, and park facilities. Expertise Relevant Project Experience ! Project Management Thornton Park Neighborhood Water Main Replacement, City of Santa Multi -disciplinary Team Ana, CA: Joe served as Project Manager for the preparation of construction Leadership documents for the replacement of approx. 7,500 feet of 8-inch water main within nine residential streets in an established neighborhood. He also directed PROVEN RECORD base map preparation, engineering design, specifications and construction cost Coming in Under Budget estimates, as well as day-to-day communication with the City's project manager. and On Schedule ! Issues Resolution Multiple Street Intersection Improvement Projects, City of Lake Forest, Award -Winning Projects CA: Civil engineer for several street improvement projects including widening of Bake Parkway at Irvine Boulevard, intersection improvements at El Toro EDUCATION Road/Portola Parkway, widening Jeronimo at Lake Forest, intersection BS, Civil Engineering, improvements at Bake Parkway/Toledo Way, and intersection improvements San Diego State University at Los Alisos Boulevard and Rockfield Boulevard. Development Services On -Call Plan Checking Services, City of Anaheim, REGISTRATION CA: Through an on -call contract, Joe led the team in provide plan -check Professional Civil Engineer services catered toward stormwater documentation and private land in CA, No. 51540 development projects within the City. All work was checked for conformance QSD/P in CA, No. 22539 with the City of Anaheim Guidelines and additional ordinances. Ocean Boulevard and Poppy Avenue Street Improvement Project, PROFESSIONAL City of Newport Beach, CA: Joe served as Project Manager for this street AFFILIATIONS rehabilitation and landscape enhancement project which entailed pavement American Public Works reconstruction of 1500 feet of Ocean Boulevard and a complete street Association (APWA) reconstruction of 1350 feet of Poppy Avenue. The sidewalk and landscaping American Society of Civil replacement in the residential parkways of Poppy Avenue was coordinated Engineers (ASCE) with the City staff and residents. RICK provided all civil engineering, Building Industry Associate landscape architecture, and land surveying services for the project. (BIA) Council on SAGE - Aviation Boulevard Missing Sidewalk Project, City of Manhattan Beach, Board Member CA: Joe is currently serving as the Engineer -of -Work for this CIP project. The project requires the preparation of construction documents to add approximately 600' of sidewalk along the west side of Aviation Boulevard north of 33rd Street. The project requires coordination with the fronting property owner, Right -of -Way acquisition, and extensive utility coordination with SC Gas and SCE. RICK Principal -in -Charge & Quality Assurance / Contronm M Barry will serve as Principal -in -Charge and QA/QC Manager on this contract. He has over 37 years of local experience overseeing similar on -call 4` contracts and managing QA/QC responsibilities on individual task orders. His extensive experience includes general civil, traffic and transportation, EXPERIENCE water quality, and survey and mapping projects. Barry is well -versed in local Years agency standards and was a leader in developing RICK's quality manual. As a senior member of RICK, Barry has the authority to draw upon internal SPECIALTY EXPERTISE resources to ensure the team's progress continues effectively and efficiently. O City Santa Ana If project requirements necessitate staff additions or adjustments, he will Expertise review proposed staff member qualifications and submit these to the City for O Project Management their review and written approval. O Infrastructure Plan Barry is familiar with local agency standards, including those of the City, Preparation relating to grading and drainage design, freeway/highway/street design, Multi -disciplinary Team and cost estimates from previous preliminary engineering and construction Leadership document preparation experience. PROVEN RECORD Relevant Project Experience t Meeting Budgets ♦ Trabuco Road and Monroe Intersection Improvements, Irvine, CA ! Schedule ♦ IBC Sidewalk Improvements, Irvine, CA Requirements ♦ University of California, Irvine, Life and Safety Improvements, Irvine, CA IL Issues Resolution O Award -Winning Projects ♦ Bake Parkway and Trabuco Intersection Improvements, Lake Forest, CA ♦ 1-5 Signage Improvements, Lake Forest, CA EDUCATION ♦ El Toro Rd. and Portola Pkwy. Intersection Improvements, Lake Forest, CA BS, Civil Engineering Washington State University ♦ Rancho Parkway and Sports Park Nursery Traffic Signal, Lake Forest, CA ♦ Antonio Gateway Improvement Project, Rancho Santa Margarita, CA REGISTRATION ♦ Rancho Santa Margarita Monument Gateway Improvements, Rancho Professional Engineer in CA, Santa Margarita, CA No. 46568 Santa Margarita Parkway and Empresa Median Landscape PROFESSIONAL Improvements, Rancho Santa Margarita, CA AFFILIATIONS Ocean Blvd. and Poppy Ave. Street Rehabilitation, Newport Beach, CA American Council of Engineering Companies ♦ Cerritos Avenue Bike Corridor Improvement Project, Cypress, CA (ACEC) Orange County ♦ Harbor Boulevard Roadway Improvements, Garden Grove, CA -Assistant Chairperson ♦ Madison Avenue Street Improvements, Murrieta, CA American Society of Civil Engineers (ASCE) ♦ Thornton Water Main Replacement, Santa Ana, CA San Diego Section ASCE ♦ Foothill Covina Transit Center, Foothill Transit Authority, Covina, CA Transportation Group - Past ♦ Sierra Avenue Widening, Fontana, CA President ♦ Twintree Storm Drain and Sewer Improvement Plans, Garden Grove, CA American Public Works Association (APWA) ♦ Moody Street Median Enhancement, Cypress, CA Building Industry Association ♦ Various Intersection Improvements, Cypress, CA (BIA) Southern California ♦ Westminster Boulevard Median Enhancement, Westminster, CA ♦ Residential Street Improvements, Westminster, CA Availability. As a Principal Project Engineer with RICK, Dan will lead a staff of engineering designers and drafters in preparing preliminary and final �vp construction documents for the City. He specializes in roadways, highways, residential developments and commercial site improvements. EXPERIENCE Relevant Project Experience Years ♦ Trabuco Road and Monroe Intersection Improvements, Irvine, CA REGISTRATION ♦ Various Intersection Improvements, Cypress, CA Professional Engineer (PE) ♦ SR-74 at Grand Avenue Roadway Widenings, Lake Elsinore, CA CA, No. 65398 ♦ San Juan Capistrano Skate Park PS&E, San Juan Capistrano, CA PROFESSIONAL ♦ San Juan Capistrano Multi -Use Trail, San Juan Capistrano, CA AFFILIATIONS ♦ City of Cypress On -Call Engineering Services, Cypress, CA American Wo rks orks Association Public ♦ Three Intersection Improvements, Traffic Through -Put, Cypress, CA American Society of Civil ♦ SR 76 at Melrose Drive Intersection Improvements, Oceanside, CA Engineers (ASCE) ♦ Multiple Intersection Improvement Projects, Lake Forest, CA Building Industry Association ♦ Aviation Boulevard Missing Sidewalk Project, Manhattan Beach, CA (BIA) EXPERIENCE ® Years EDUCATION BS, Civil Engineering Univ. of Nevada, Las Vegas Availability: 30% Project Engineer / Manager Scott is a Project Engineer for transportation, multi -family and detached residential subdivisions, roadway improvements, and water quality projects. His experience includes designing and preparing of preliminary and final grading and improvement plans, and PS&E. Project tasks include grading, earthwork, utilities, streets, drainage facilities and quantities and cost estimates. Scott has served as QA/QC manager as well as design and plan preparation manager for multiple projects throughout the Southern California region. He is competent with current with design standards relating to grading, drainage design, water quality, and street, highway, and interchange designs. Relevant Project Experience REGISTRATION EIR and Preliminary Grading and Alignments for Madison Avenue Realignment, City of Murrieta, CA: Key Components: Roadway Design, Professional Engineer in CA, Traffic Analysis, Hydrology Analysis, Water Quality Analysis, Cost Estimates, No. 77481 Environmental Documents (CEQA & MSHCP), Right-of-way acquisition. QSD/P in CA, No. 00763 PROFESSIONAL AFFILIATIONS American Society of Civil Engineers (ASCE) ♦ Antonio Gateway Improvement Project, Rancho Santa Margarita, CA ♦ Residential Street Rehabilitation, Westminster, CA ♦ Moody Street Median Enhancement, Cypress, CA ♦ Grading and Improvement Plans for Lighthouse I & II Detached Condos, KB Home, Stanton, CA Grading and Improvement Plans for East Lincoln Town Homes, KB Home, Anaheim, CA •��EEa�N� comrnnx EXPERIENCE Years EDUCATION BS, Civil Engineering, San Diego State University REGISTRATION Professional Engineer (PE) CA, No. 70649 CERTIFICATION QSD/P, No. 36 QISP low EXPERIENCE ® Years EDUCATION BS, Civil Engineering, University of New York at Buffalo REGISTRATION Professional Engineer in: • CA, No.69471 • AZ, No. 42520 • NY, No. 080635 • CO, No. 0048708 Professional Traffic Engineer in CA, No. 2419 Professional Traffic Operations Engineer, No. 2169 Availability: 20% Water Resources / Stormwater Engineering Jayne is a Principal and co -leads RICK's Water Resources Division. Jayne manages staff and oversees the preparation of hydrologic and hydraulic analyses and the design of Best Management Practices (BMPs) to meet water quality objectives. She is well -versed in designing Low Impact Development (LID) and Hydromodification Management facilities. She is an expert in storm water regulations and prepares Notices of Intent (NOls) and Storm Water Pollution Prevention Plans (SWPPPs). Jayne was the Project Manager for the consultant team preparing the Model BMP Design Manual pursuant to the 2013 MS4 Permit. Relevant Project Experience ♦ On -Call Plan Checking Services, Development Services, Anaheim, CA As -Needed Civil Engineering & Consulting Services for Municipal Storm Water Program, City of San Diego, San Diego, CA As -Needed Storm Water Management Services, San Diego Unified Port District, San Diego, CA Storm Water Pollution Prevention Plan (SWPPP) Oversight of SDUSD's Active Construction Projects, San Diego Unified School District, San Diego, CA Annual SWPPP Training for County Staff, County of San Diego, CA Availability:15% Traffic Engineering Brian is an Associate Principal at RICK, managing a team of traffic engineers. Brian and his team provide engineering services, including preparing and reviewing traffic impact studies, traffic signal plans, signing and striping plans, traffic control plans, optimized network timing plans, and accident analysis. Brian is well -versed in municipal traffic engineering and currently provides services to the City of Murrieta as a Consultant Traffic Engineer. Relevant Project Experience El Toro Road and Portola Parkway Intersection Improvements, City of Lake Forest, CA ♦ Rancho Parkway and Sports Park Traffic Signal, City of Lake Forest, CA Bake Parkway and Toledo Preliminary Intersection Design and Traffic Analysis, City of Lake Forest, CA Jeronimo and Lake Forest Drive Intersection Improvements, City of Lake Forest, CA Bake Parkway and Irvine Boulevard Intersection Improvements, City of Lake Forest, CA Trabuco Road and Monroe Intersection Improvements, City of Irvine, CA RICK EXPERIENCE ® Years EDUCATION MLA, Landscape Architecture University of Arizona BFA, Design; BS, Education Bowling Green State University REGISTRATION Professional Landscape Architect (PLA) CA, No. 3247 AICP, No. 19634 4QLAA.WW09^ ® Years Availability:15% Landscape Architecture / Green Streets Patricia is a Principal at RICK and has more than 35 years of experience providing landscape architectural services to Southern California. As a registered landscape architect in California, a certified planner, and a LEED AP, she has planned and designed numerous public projects throughout San Diego and the Los Angeles basin. Her projects have received awards from organizations including CMAA, ASCE, APWA, ULI, APA, ASLA, and NAVFAC. Throughout her career, Patricia has been an active practitioner of sustainable design, responsible for spearheading projects through LEED certification. Patricia is the Landscape Architect of Record for a dozen projects at the San Diego International Airport; she has shifted the Airport's philosophy to embrace a regional, drought -tolerant landscape that cost significantly less for the Airport to maintain, plus has a longer lifecycle. Relevant Project Experience • Corona Del Mar State Beach, Newport Beach, CA ♦ Orange County Great Park Master Plan Modification 2, Irvine, CA ♦ Parking Structure and Surge Building, University of California, Irvine, CA Terminal 1 Redevelopment, Terminal 2 Expansion, Facilities Management Campus, San Diego County Regional Airport Authority Antonio Gateway Improvement Project, Rancho Santa Margarita, CA Availability: 20% Land Surveying / Mapping Geff is an Associate Principal at RICK. A third -generation surveyor with more than 37 years of experience providing services for public and private projects. His experience includes residential subdivisions, commercial property developments, land title surveys, topographic surveys, GPS surveys, site plans, aerial mapping control, legal description preparation, monument preservation, settlement monitoring, boundaries, utility systems mapping, and right-of-way and easement determinations. REGISTRATION He has also managed construction staking for roadways, utilities, highways, Registered Professional bridges, parks, boundary and topographic surveys, and other infrastructure Land Surveyor in CA, No. improvements. Geff is also responsible for scheduling and coordinating field 8150 activities for survey crews. PROFESSIONAL AFFILIATIONS State and Local San Diego Chapter California Land Surveyor's Association (CLSA) — Member Relevant Project Experience Bake Parkway and Irvine Blvd/Trabuco Road Intersection Improvement Field Surveys, Lake Forest, CA Ocean Boulevard and Poppy Avenue Street Improvement Project, Newport Beach, CA ♦ Villages at Laguna Hills, Merlone Geier Partners, Laguna Hills, CA ♦ El Toro Road and Portola Parkway Intersection Improvements, Lake Forest, CA RICK EXPERIENCE Go Years EDUCATION MA, City & Regional Planning, California State University, San Diego BA, Biology, Occidental College, Los Angeles REGISTRATION American Institute of Certified Planners (AICP), No. 152123 EXPERIENCE 0 Years EDUCATION MA, Business & MA, City and Regional Planning, University of North Carolina, Chapel Hill Masters, City and Regional Planning, University of North Carolina, Chapel Hill BA, Economics, Northwestern University REGISTRATION American Institute of Certified Planners (AICP), No. 251135 Availability: 20% Land Planning / Community Planning Brooke's career includes a range of policy planning, development project planning, urban design, and environmental planning experience for both the public and private sectors. She worked on general plans, community plans, corridor and specific plans, master plans, redevelopment, mixed -use and TOD development, regional energy plans, public health, urban greening, and public engagement. She was the Project Manager for the City of San Diego Planning As -Needed Services contract which included the preparation of community plans, specific plans, and master plans. Brooke has expertise with land use -transportation integration, context -sensitive development, energy -efficient land use planning, and stakeholder and public outreach with a particular skill in facilitating issue resolution. Brooke has also served as a direct extension of staff for numerous agencies. Relevant Project Experience San Diego United Port District, As -Needed Civil Engineering, San Diego, CA ♦ Morena Corridor Specific Plan and EIR, San Diego, CA ♦ Downtown Village Specific Plan, La Mesa, CA ♦ Comprehensive General Plan Update, National City, CA Availability: 20% )us meral Plans ood plans, aHU caUwnwwn Plans. Dnu nab uurnPieLeca rna[Kel. bLUU1eb, muiuding housing studies and fiscal analyses, for numerous General Plans. He has regularly led public and community outreach efforts and worked with stakeholders and client groups to prepare planning documents. Relevant Project Experience Valley Center Community Plan Update, Valley Center, CA: Britt is the Economic Analysis lead for this community plan which includes a market study, detailed housing analysis, feasibility analyses, scenario development proforma analysis, and a fiscal impact analysis. North Vista Plaza Proforma, Calaveras County, CA: Britt completed proforma and financial analyses to determine the appropriate pricing strategy for a new residential community. The research drew from local market information and data concerning home sales in the Calaveras County market. On -Call Economic Analysis Services, County of San Diego, CA: Britt is completing economic analysis services as part of an on -call planning contract that RICK Community Planning has with the County of San Diego. RICK Availability: 25% Wastewater Resources / Water System Analysis Steven brings 47 years of experience in master planning, design, and construction of groundwater supply, water treatment, water pipelines, and water storage reservoirs. He has also prepared master water supply plans, Years of Experience wastewater treatment plants, wastewater reclamation plants, wastewater lift stations, force mains, gravity sewers, and water reuse systems for public and private developments. ���� ♦ Irvine Ranch Water District, Irvine Spectrum Apartment Complex, Irvine, CA 2RING ♦ Irvine Ranch Water District, PA 1 & 2 EIR Domestic Water and Wastewater System Study, Irvine, CA GAKISTIArl DELUADILLU PE,GE Availability:30% Geotechnical Engineering Christian has experience in geotechnical engineering, testing, data analyses, and report preparation for various types of public works, transportation, governmental and utility projects. He has an in-depth Years of Experience understanding of advanced soil mechanics, subsurface interpretation, seismic hazard analyses, site -specific ground motion, expansion potential, liquefaction evaluation, and much more. His experience has included f//.Leighton coordinating and conducting subsurface investigations and managing on - call contracts for various agencies, including Orange County Public Works, Moulton Niguel Water District, and Yorba Linda Water District. KIP AKURSTKuny Availability:20% Dry Utility Coordination As MDC's Dry Utilities Division manager, Kip has honed his skills and built trusting relationships with all the major dry utility providers in Southern California. He has been involved in hundreds of projects for diverse clients, Years of Experience covering a wide variety of scopes, including cost analysis and estimating, temporary and permanent power coordination, gas & telecom service, removal of existing facilities, feasibility and conflict reports, right of entry and service agreements, street light coordination, street/sidewalk improvements, MUROW relocation and/or undergrounding of facilities, and substation upgrades. DEVELOPMENT CONSULTANTS Availability: 30% As Principal Planner for HELIX, Tim has extensive experience managing environmental compliance programs, in accordance with the CEQA and ® Years of Experience NEPA, while specializing in public infrastructure and transportation projects, including roadways, pedestrian and bicycle facilities, transit, light rail, heavy rail, bridges, grade separations, highways, and multi -corridor projects. He HELIX has a successful history working with local, state, and federal agencies, including Caltrans, Federal Transit Administration, FHWA, U.S. Navy, and Environmental Planning General Services Administration. ,��EENLN� comPnnx The City of Santa Ana Public Works Agency (PWA) role is to plan, build, and repair capital improvement projects in the community, including infrastructure, right-of-way, and utility systems as outlined in the various City master plans and Community's General Plan. The following section includes an overview of RICK's specific approach to Santa Ana's On -Call contract and a summary of our corporate approach to project management Both practices were developed over 50 years of providing similar on -call engineering services to municipalities throughout Southern California. Our role in supporting PWA is to act as an extension of your staff to facilitate your successful completion of your capital improvement projects. RICK understands the purpose and objectives of an on -call service contract. Throughout our company's history, we have successfully performed various task order services as part of on -call contracts for many municipalities and government agencies in our region. We thoroughly understand the process and the importance of not only the on -call contract, but the task order execution, to meet financial goals and schedule deadlines. On -call service contracts may require multiple disciplines, which requires smooth coordination and transparent communication while managing various task orders simultaneously. Based on our experience with similar traffic engineering as -needed contracts, RICK has developed a successful approach. The process is outlined in two phases: "Planning & Staffing" and "Performance." PHASE 1: PLANNING & STAFFING Project _N City Review / Scope Kickoff Identifies &Fee Need Staffing Agreement Meeting Evaluation • Team Assignment In the Planning & Staffing Phase, the RICK Team will: • Communication / Understanding • Project Goals Meet with the City to understand project goals and objectives, and perform background research and a site visit to clearly identify the constraints, conditions, and full scope of the task order. Assign appropriate project staff to support the Project Manager and determine whether subconsultants will be required. All team members will have relevant experience on similar tasks and be available to respond based on the scope and schedule. Review and discuss with City staff any stakeholder concerns and project goals. Our team will then develop a scope, fee, and schedule to address concerns and meet the project's goals. RICK PHASE 2: PERFORMANCE Perform Monitor Quality Complete Work Progress Control Deliverables Task Order • Team Continuity • Project Controls • Meeting Deliverables/ • Communication Milestones Schedules • Budget In the Performance Phase, the RICK Team will: ♦ After negotiating the scope of work and fee and receiving the task authorization, collect the necessary project data, as appropriate, to perform the task. During the process of performing the task, the design team will prepare preliminary designs/investigations (e.g., preliminary design alternatives, reports, estimates, exhibits, etc.) that can be used by the City to make key decisions or to support alternatives. Monitor project schedule, including key scope, and adjust schedule after completion of each task. Meet regularly with City staff and other consultants, as needed, to discuss project status, potential issues, value engineering, and review deliverables, including PS&E, as the project progresses to completion. ♦ Perform quality assurance and quality control reviews at each milestone of the task order. ♦ Control and manage scope changes. We will maintain a "Log of Unresolved Issues" document to be discussed and resolved with the City at any time during the project. ♦ Hold plan review meetings at key milestones/submittals, and obtain concurrence/ resolution of comments. ♦ Respond to pre -bid inquiries, review bids, make award recommendations, and provide construction support. Approach to Quality Assurance and Quality Control Program RICK has a well -established quality control plan that we have used for T many years. The success of our past projects, and their reputation for RICK ENCINEE�NC �MPq(�y being trouble -free, demonstrates the effectiveness of this plan. RICK adheres to a continual emphasis and commitment to quality control through every phase of project development assignments for in-house personnel and sub -service providers. This is facilitated by attention to the company's manual on quality control standards, periodic quality control seminars, and staff performance reviews. •��EEa�N� comrnnx The RICK Team's project management and delivery system provides regular communication and quick responses from the Project Manager. This communication results in tighter control of the project budget and schedule, and facilitates communication with our client and project stakeholders. Our process enables us to fully achieve project objectives, satisfy client requirements and fulfill client expectations. Key elements of our project delivery process are outlined below. Our detailed workplan, created by the Project Manager, Joe Hammond, PE, QSD/P, will consist of individual project tasks and other data sufficient to outline the scope of work and plan for assignment completion. The workplan includes: Detailed scope of work List of deliverables Project schedule Milestone dates Task budget The Project Manager will maintain the detailed project schedule through the life of the project. Specialty Subconsultants Our Project Manager will be the primary contact with all team members. The Project Manager will: Chair scheduled meetings Project Communications will include preparing and distributing: • Meeting agendas • Meeting minutes • Technical memoranda Status reports and updates Confirmation of verbal Our Team is committed to delivering projects that are successful technically and meet budget expectations. The Project Manager will continuously monitor the activities of the project team, tracking actual progress versus budgeted costs. When deviations occur, the Project Manager will take immediate corrective action. To facilitate this effort, RICK uses Deltek requests Advantage to track expenditures, including both labor and direct costs, on a weekly and long-term basis. RICK maintains a robust Quality Assurance and Quality Control Program based on proven practices and years of experience. Key quality controls include: Our Project Manager will distribute the QA/ QC workplan to all Team Members The Project Manager will check all deliverables QA/QC milestones will be incorporated into the final project schedule RICK often partners with a team of subconsultants when there is a need for specialty disciplines that our team does not provide in-house. If task orders require such specialties, RICK will propose teaming with specialized subconsultants for services such as structural engineering, Right -of -Way Acquisition Services, Electrical Engineering, etc. We will obtain final approval from City staff before engaging with any additional subconsultant not listed on our organizational chart. RICK Our team has designed extensive Capital Improvement Projects for public agencies as both stand-alone projects and as components of on-call/as-needed contracts. The best way to show our relevant experience is to profile projects sharing similarities with the types of projects we anticipate with this on -call contract. We have selected projects that demonstrate the ability to provide the technical expertise the City seeks. Street and Traffic Design Services for the 2021 - 2023 CIP LAKE FOREST, CA RICK is currently providing preliminary studies for three intersection improvement projects. Improvements include the addition of a defacto right turn at Jeronimo/Lake Forest Drive, roadway widening to accommodate dual left turn lanes at eastbound Bake Parkway to northbound Toledo, dual left turn lanes at northbound Toledo to westbound Bake Parkway, and roadway widening to accommodate a right turn only lane on westbound Los Alisos to northbound Rockfield. Currently, utility correspondence and traffic counts are complete, and analysis to verify traffic volumes and ultimate improvement needs is underway. Preliminary intersection geometric alternative studies will soon be underway for the three intersections. Key Components: Preliminary Engineering Alternative Analysis, Field Topographic & R/W Surveys, ROW Mapping, Landscape/Irrigation, WQMP, and Temporary Construction Estimate Mapping. El Toro Road at Portola/Santa Margarita Parkway LAKE FOREST, CA Through our current Street and Traffic On -Call contract with the City of Lake Forest, RICK provided preliminary engineering services for the preparation and approval of an alternative study for the improvements required to provide an additional El Toro Road eastbound left turn lane to northbound Portola, which requires right-of-way from the County of Orange. For westbound El Toro, the project provides another designated right turn only lane to northbound Portola. An additional project component includes a connection to the westbound El Toro sidewalk to the existing Class 1 Los Alisos Creek Bikeway. COMPLETION DATE December 2021 - Present CLIENT / CONTACT City of Lake Forest Doug Erdman, PE Assistant City Engineer (949)282-5233 derdman@lakeforestca.gov COMPLETION DATE On -Going (95% complete) CLIENT / CONTACT City of Lake Forest Doug Erdman, PE Assistant City Engineer (949)282-5233 derdman@lakeforestca.gov RICK Thornton Park Neighborhood Water Main Replacement SANTA ANA, CA RICK prepared construction documents to replace the existing 8" water mains in nine (9) streets in this well -established Santa Ana neighborhood. The total length of water main replacement was 7,500 feet. The plans and specifications were prepared such that the existing water line was live until the new water line was in place and operational. Once the new water line was operational, the water laterals were connected to the new 8" water line. The project included preparing a base map based on as -built plans, water meter service records, City GIS, and site visit surveys. Work included a records search through City of Santa Ana, County of Orange, and dry utility purveyors. The records research were tracked by keeping a log documenting the entity, contact information, date, and topic of correspondence, and date the document was received or outcome. The engineering design was prepared in accordance with the City of Santa Ana Design Guidelines for Water and Sewer Facilities and the City's CAD standards. Support was provided during the bid phase by attending pre -bid and pre -construction meetings and responding to contractor's request for information. Aviation Boulevard Missing Sidewalk Project MANHATTAN BEACH, CA For the City of Manhattan Beach, RICK prepared construction documents to install a missing sidewalk segement on the west side of Aviation Boulevard, a six -lane facility, for a length of 600', and reconstruct five (5) ADA-compliant curb ramps. The proposed sidewalk is to have a minimum width of 6.5' within an existing terrain comprised of a vegetated slope with mature trees, existing overhead utility lines supported by wooden poles, and utility vaults. The work fronts properties owned by Northrup Grumman and a shopping center, and required a right- of-way from each owner to meet the project's goals. Current work has included coordination with the adjacent property owners for property access to perform field design surveys and geotechnical borings. Completed work has also included preparing and distributing utility coordination request letters. COMPLETION DATE Design Start: 2018 Design End: 2020 Construction End: 2022 CLIENT / CONTACT City of Santa Ana Sean Thomas, PE, QSD Project Manager (714)647-5655 SThomas5@santa-ana.org COMPLETION DATE February 2022 to Present CLIENT / CONTACT City of Manhattan Beach Marzena Laskowska, PE Senior Civil Engineer (310) 802-5325 mlaskowska@manhattanbeach. gov ,��EEa�N� comrnnx Bake Parkway at Trabuco Road/Irvine Boulevard LAKE FOREST, CA As part of the Street and Traffic On -Call contract with the City of Lake Forest, RICK prepared alternative studies for the addition of a second eastbound to northbound left -turn lane and an eastbound to southbound dedicated right turn only lane. Three alternatives were completed with coordination with SCE, who has overhead facilities within the right-of-way along each side of Bake Parkway, and the City of Irvine. Plans, Specifications & Estimates (PS&E) include: roadway widening, a traffic signal modification, right-of-way acquisition, extensive dry utility coordination, and required plan processing through the cities of Lake Forest and Irvine. Skatepark and Trail Project SAN JUAN CAPISTRANO, CA RICK is providing civil engineering design services through a design -build contract for a 22,000 sf, custom concrete skatepark project for the City of San Juan Capistrano. In addition, engineering and land surveying services are being provided for an associated 1,550' decomposed granite multi- purpose trail connecting the skatepark to a city-wide trail system. The project involves coordination with the City of San Juan Capistrano, Santa Margarita Water District, Grindline, the general contractor, and other team sub - consultants, such as the landscape architect and MEP. COMPLETION DATE On -Going (95% complete) CLIENT / CONTACT City of Lake Forest Doug Erdman, PE Assistant City Engineer (949) 282-5233 derdman@lakeforestca.gov COMPLETION DATE January 2021 to Present RICK's work includes the design and plan processing for on -site CLIENT / CONTACT and off -site water and sewer plans for the required connections to Grindline Skateparks, Inc. the proposed bathroom facilities. This is the second design -build Matt FlueggeChief Executive Officer project RICK has worked on with Grindline, the first being a skatepark (206) 932-6414 completed in 2019 for the City of Lake Elsinore, California. matt@grindline.com Key components: ♦ Topographic survey ♦ Design development support ♦ Topographic and utility base map preparation ♦ Precise grading plans ♦ Domestic water and sewer plans ♦ Erosion control plans Stormwater reports (WQMP, SWPPP) Construction cost estimate Consultation and construction support Quantity cost estimate Plan processing RICK The following matrix demonstrates our experience and technical competence on a broad range of as - needed contracts and stand-alone projects. These successful local projects represent a full range of disciplines that we anticipate on task orders associated with this contract. DOn I=f T m C we a -�� �� Q oc CMG 1�Fi C cF C A� CITY OF SANTA ANA Thornton Park Neighborhood Water Main ✓ ✓ Improvements Project CITY OF LAKE FOREST On -Call Contracts a) Intersection Improvements of Bake Pkwy at Trabuco Rd/Irvine Blvd ✓ ✓ ✓ ✓ ✓ b) Intersection Improvements of El Toro Rd and Portola Pkwy/Santa Margarita Pkwy ✓ ✓ ✓ ✓ ✓ c) Rancho Pkwy widening at Lake Forest Drive ✓ ✓ ✓ d) Jeronimo Rd widening at Lake Forest Drive ✓ ✓ ✓ ✓ ✓ e) Meadows Traffic Improvements at Bake Pkwy/Toledo Way ✓ ✓ ✓ ✓ ✓ f) Los Alisos Blvd widening at Rockfield Blvd ✓ ✓ ✓ ✓ ✓ CITY OF ANAHEIM As -Needed Consulting & Engineering (Plan Checking) ✓ ✓ ✓ ✓ ✓ CITY OF MANHATTAN BEACH Aviation Blvd Missing Sidewalk Project ✓ ✓ ✓ ✓ ✓ ✓ CITY OF MURRIETA Consultant Traffic Engineer ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ CITY OF MURRIETA Fire Station No.1 Sewer and Concrete Replacement Project ✓ ✓ ✓ ✓ ✓ SAN JUAN CAPISTRANO Skate Park and Trail Project CITY OF RANCHO SANTA MARGARITA Antonio Parkway Gateway Improvements Project ✓ ✓ ✓ ✓ UC IRVINE Fire and Life Safety Improvements ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ CITY OF NEWPORT BEACH Ocean Blvd and Poppy Ave Street Rehabilitation Project ✓ ✓ ✓ ✓ CITY OF GARDEN GROVE Harbor Blvd Roadway & Landscape Improvements Project ✓ ✓ ✓ ✓ ✓ ✓ CITY OF CYPRESS Cerritos Ave Bike Corridor CITY OF CYPRESS Moody Street Beautification Project ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✓ CITY OF IRVINE Trabuco Rd & Monroe Intersection Improvements ✓ ✓ ✓ ✓ ✓ ✓ CITY OF WESTMINSTER Westminster Blvd Median Beautification ,�NEEa�N� comrnnx Contract Agreement Statement We accept the provisions of the Agreement included with the provided RFP and have no exceptions. Willingness to Comply with Agreement Terms We accept the provisions of the Agreement included with the provided RFP and have no exceptions. Provided below are public entity references for which RICK has performed similar work. Reference Name Thomas Wheeler Director of Public Works/City Engineer Cesar Morales Principal Traffic Engineer Bob Moehling, PE Director of Public Works/City Engineer Client City of Lake Forest 100 Civic Center Drive Lake Forest, CA 92630 City of Anaheim 200 S. Anaheim Boulevard Anaheim, CA 92805 City of Murrieta 1 Town Square Murrieta, CA 92562 Contact Information twheeler@lakeforestca.gov (949) 461-3480 cmorales2@anaheim.net (714) 765-5286 bmoehling@murrietaCA.gov (951) 461-6036 •��EEa�N� comrnnx Scope of Services and Schedule EXAMPLE SCOPE OF WORK RICK is a full -service civil design firm with in-house resources that include: ♦ Civil Engineering ♦ Transportation/Traffic Engineering ♦ Land surveying and Mapping ♦ Land Planning, including Financial and Economic Analysis ♦ Landscape Architecture ♦ Storm Water Resources Engineering ♦ Wet Utility Design Through subconsultant services, our team provides: v Domestic water and fire water systems analysis and design ♦ Environmental ♦ Geotechnical ♦ Dry Utility Coordination Through additional specialists, as a task order requires, and at the approval of the City we work with specialists that provide: ♦ Architectural ♦ Mechanical ♦ Electrical Right -of -Way Acquisition Services RICK understands that task orders for on -call contracts can include a variety of sub projects, such as intersection improvements, roadway improvements including walkable and bikeable streets, utility and drainage improvements, we chose to provide an example scope of work and schedule for a typical roadway improvement project. Our example includes many of the above work specialties, but not all of them. If the City desires, RICK can provide additional example scope of works and schedules for projects that are comprised of different tasks than included here. Generic Scope of Services for a Typical Intersection/Roadway Improvement Project In our example project, we added a second eastbound to northbound left -turn lane, and an eastbound to southbound dedicated right -turn -only lane at the subject intersection. This work requires the acquisition of right-of-way at the southwest quadrant of the intersection. The work also requires a modification to the existing traffic signal, as well as dry utility coordination for relocations. It is also noted that the traffic signal system along the six -lane major is interconnected through a previous contract lead by OCTA. Intersection of Bake Pkwy at Trabuco/Irvine RICK Example Scope of Work 1. Preliminary Data Research & Review The RICK Team will research, obtain, and review available data as a reference to prepare the preliminary and final PS&E. Data includes: State, County, City, utility and other records/documents; existing street, signal, storm drain, gas, sewer and water main improvement plans; topographic data maps; record drawings; wet and dry utility plans (to determine size and location); survey centerline and private property monument data; and other pertinent information. Utility records request letters will be sent to the franchise and public utility agencies. These requests will be tracked via a table summarizing the request letters, the obtained data, both with dates sent and received. A copy of this table will be provided to the City and utility agencies. We will review the acquired information with the City prior to beginning any surveys and preliminary design. • We recognize that some utility companies treat as -built requests and plan coordination with low priority and therefore it will be incumbent upon us to start the research and coordination process upon receiving a Notice to Proceed for the project from the City. Furthermore, as mentioned above we will keep a complete and accurate log of communication with the various utility companies and keep the City informed of our progress in this effort. • Careful consideration to the existing utilities and their potential impact on construction cost and schedule will be taken into account throughout the design process. • A complete and accurate plotting of the researched utilities will be performed in order to achieve a utility base file for the plan preparation phase of the contract. 2. Design Survey/Existing Conditions Documentation RICK will perform the topographic survey including features that will influence the project design. The survey shall be in conformance with the State Land Surveyors Act and be performed under the direct supervision of a CA Registered Land Surveyor. Rick Survey will use California State Plane Coordinate System, NAD83, Zone V, US Survey Feet. Said survey will field locate monumentation to identify existing right-of-way and property lines within the project area. Tasks will include the following: 1. Establish horizontal and vertical survey and construction control for the complete length of the project. 2. Perform topographic field survey through conventional survey methods, as required, along the east/ west roadway to include the existing median and north/south lanes within the project limits and will include, but not be limited to: • Roadway half -width cross section elevations taken in the traveled way at 25-ft intervals (minimum) and grade breaks. The sections will include back of sidewalk, top of curbs, gutter flowlines, lip of gutters and lane line striping. • Locate features within the adjacent property including driveways, tops and toes of slopes, limits of parking area, curbs, trees, monument signage and found private utility appurtenances. • Locate existing improvements within the street right-of- way (i.e. above ground utilities, manholes, valve covers, utility vaults and covers, signs, trees, utility poles, traffic signal poles, cross gutters, local depressions, catch basins, sidewalks, pedestrian ramps, etc). • Reduce data to a form showing centerline stationing, offset from centerline, and elevation. • Provide 0.5 ft contours. .• Id i� Mond 1 RICK Example Scope of Work 3. Our survey will include an aerial photogrametric mapping of the intersection that will graphically locate existing topographical features such as sidewalks, walls, tree canopies, striping and utility appurtenances. This aerial mapping will then be enhanced with the topographical field surveys to provide a complete and accurate topographical map. The aerial photography will be orthorectified for use on scalable exhibits as needed. 4. Our survey will also tie out centerline monuments and identify them in the design survey. Locate any other monuments within the project limits, including those on tops of curbs, sidewalk or in the parkway. This will allow for an accurate plotting of the road centerline and Right -of -Way. 5. RICK will perform a boundary survey on the adjacent site property to facilitate the preparation of the right-of-way take legal descriptions and plats for the acquisition process. 6. Our survey crews will provide traffic control, as required, during our survey operations. Lane closures will be in accordance with City standards and the California MUTCD 2012 Edition. Deliverables: • Survey data sheets • Aerial photo (.pdf format) • Topographical mapping with right-of-way in Microstation V8 3. Site Visit / Analysis RICK, along with our subconsultants, will meet at the site to discuss the project collectively. Recommendations will be developed to improve the design safety, efficiency, sustainability and aesthetics as well as reduce construction and maintenance costs. We will then meet with City staff to review the design team's recommendations and discuss the City's specific areas of concern and priorities with respect to the project's construction budget. Immediately following this meeting, comprehensive meeting minutes will be prepared and sent to the City and the rest of the project team. While at the site, existing sidewalks and pedestrian ramps in the vicinity of the project that will remain through construction will be checked for damage and current ADA compliance. A record of all damaged and non -compliant facilities (i.e. cracks, differential settlement, uplift from tree roots, or other abnormalities) will be prepared. Where feasible, repairs will be added to the improvement plans. A sign survey will also be conducted and any damaged signs or signs that don't meet the current standards of the latest MUTCD will be noted. Deliverables: • Site visit meeting notes • Project improvement recommendations • Potential Conflicts List 4. Geotechnical The RICK Team geotechnical consultant, Christian Delgadillo with Leighton Group, will provide a pavement analysis report for the widening of the major street for the designated right turn lane. The tasks perform for this work include: • Site Visit and Pavement Surface Condition Assessment • Field explorations that include two shallow borings (up to 10' in depth). • Laboratory testing • Pavement Evaluation and Materials Report RICK Example Scope of Work Deliverable: • Pavement Evaluation and Materials Report 5. Conceptual Plan (30% Completion) RICK will prepare a conceptual plan of the project improvements for review by the City. The preliminary layout will include horizontal geometry of the proposed striping, curbs, traffic signal poles, retaining walls, and utility appurtenance relocations. Typical roadway section will be depicted as well as site sections to pictorially convey project impacts. Conceptual plan will include site impacts to right-of-way as well as possible site re -design if required. Deliverables: • 30% plan • 30% Construction Cost Estimate • Project improvement recommendations • Potential Conflicts List 6. Construction Plans RICK will prepare project PS&E to a 60% and 100% completion level for submittal to the City for review, input, and comment. Upon receiving plan check comments from the City, we will review the comments and make necessary revisions to the PS&E package and submit a final set of construction documents to the City. The comments will be addressed in writing either on the plans or in a "response to comments" letter. All plan sheets will conform to the City format and the latest applicable design/drafting standards. The following is a listing of plan sheets with corresponding scale with estimated number of sheets to be used. SUB TASK PLAN DESCRIPTION PLAN SCALE ESTIMATED NO. OF SHEETS 1 TITLE SHEET VARIES 1 2 TYPICAL SECTIONS VARIES 1 3 CONSTRUCTION NOTES AND DETAILS VARIES 3 4 ROADWAY IMPROVMENTS PLANS AND PROFILES 1"=40' H, 1"=4' V 2 5 GRADING/RETAINING WALL PLANS 1"=40' H 2 6 SIGNING AND STRIPING PLANS 1"=40' H 2 7 TRAFFIC SIGNAL MODIFICATION PLAN 1"=20' H 1 8 LANDSCAPE PLANTING PLANS 1"=20' 4 9 LANDSCAPE IRRIGATION PLANS 1"=20' 4 10 1 TRAFFIC CONTROL PLANS 1 1"=40' H 2 Title Sheet will include project title, vicinity map, general notes, benchmark with basis of coordinates, dig alert information, list of utility companies with contact name and telephone number, list of standard plans grouped by agency (i.e. APWA, City of Lake Forest, etc), and legend of symbols. Typical Sections will show right-of-way lines, dimensions between curbs, existing pavement surface and curb/gutter, existing roadbed, proposed roadway improvements, grading/crossfall slope, and existing/proposed channel improvements. Construction Notes and Details will include a construction notes with estimated quantities and construction details. Structural details for the channel headwalls/retaining walls, channel lining and other channel stabilization items will be shown here. Also included here will be utility and paving notes. ,��EEa�N� comrnnx Example Scope of Work Roadway Improvement Plan & Profile will show all existing conditions, as shown on the base sheets and all existing underground utilities (sewer; water; power; communication; gas mains and associated laterals; storm drains; catch basins and laterals, manhole and valve covers, meter boxes, etc). Proposed improvement work shall indicate limits of roadway widening, including removals and replacements; limits of AC pavement cold planing, overlay and/or rehabilitation areas; adjustment of manholes, vaults and valves to grade. Plans also shall indicate removal/replacement of curbs, gutters, sidewalks, accessramps, parkway/curb drains and protection of existing facilities. At a minimum, each sheet shall contain a north arrow, scale, match lines with station and sheet reference, plan and profile construction notes for all improvements on the sheet. Profile shall show existing and proposed tops of curb elevations with corresponding station and slope of curb between each grade break. For pedestrian ramps, elevations at BCR and ECR and "join existing" will be shown appropriately. Elevations also will be provided at quarter points. Dimensions of the distance between each quarter point and the length of the curve will be shown. Grading/Retaining Wall Plans will be prepared for the addition of the designated right -turn lane. These plans are primarily for grading operations and shall show required grading, retaining walls and wall drainage needs. Appropriate grading and retaining wall notes and details will also be shown on the plans, with top of wall and footing elevations in profile view. Signing and Striping Plans will be prepared for Bake Parkway and Trabuco Road/Irvine Boulevard intersection. The plans shall be prepared in accordance to the City standards and design criteria, the California MUTCD 2012 Edition, and the Caltrans Standard Plans and Specifications (latest edition). Plans will show existing and proposed signs within the project limits and proposed pavement delineation and pavement legends/arrows within the project limits. Traffic Signal Modification Plan will be prepared using City standards, City of Irvine Standards, Caltrans Standard Plans, and the California Manual on Uniform Traffic Control Devices (MUTCD). Key design components of this traffic signal will be continued protected left -turn phasing for the dual eastbound left - turn move on Bake Parkway, and countdown pedestrian signal heads and bicycle detection for the additional right turn lane, which are requirements of the current MUTCD. Additionally, to meet ADA requirements, pedestrian ramps with truncated domes are required for all four corners of the intersection. During our site visit for the proposal, it appears as though all four corners currently meet the ADA access requirements. This will be verified during the design, and if deficient, improvements will be called out on the construction plans with the appropriate Orange County Public Works Standard Plan detail. The traffic signal modification plan will be prepared at 20 scale, and will show centerlines, right-of-way, above ground and underground utilities obtained from the field visit and record drawings, and all signal equipment and striping. Landscape Planting Plans will be prepared showing the graphic location and identification of lant materials to be used, including quantities, sizes, varieties and planting details for site conditions. Landscape Irrigation Plans will be designed showing the diagrammatic layout of landscape irrigation piping, valves, control equipment, sprinkler heads and related equipment for the irrigation of planted areas, specifically calling out pipe and equipment sizing and types, brand and model. This will also include necessary details for the installation of the system. System will be designed utilizing current low flow drought tolerant system, unless required otherwise by City. RICK Example Scope of Work Traffic Control Plans will be designed in accordance with California MUTCD and the City's guidelines. Prior to beginning work on these plans, Rick Engineering will meet with the City to discuss and determine construction staging, minimum lane requirements, and driveway access, and plan notes and legends. Deliverables: • Project plans in Microstation V8 format and .pdf format (60% and 100%) 7. Specifications and Cost Estimates As with the project plans, RICK will prepare project specifications and cost estimate at the 65%, 95%, and 100% completion level. Upon receiving plan check comments from the City, we will review the comments and make necessary revisions to the PS&E package and submit a final set of construction documents to the City for bidding. The project specification will be prepared using the City's standard "boiler plate" specifications and we will prepare the Special Provisions portion of the Construction Specifications and Contract Documents suitable for bidding and awarding of the Contract. These special provisions will be incorporated into the City's standard construction document package. This work includes the preparation of the Bid schedule. RICK will perform comprehensive quantity take -offs for construction items. We maintain a comprehensive list of construction unit prices from a wide array of past projects. The unit prices used for this estimate of probable cost will be derived from recent projects of similar scope and/or provided information from the City. Deliverables: • Specifications in Word format w/ edits shown (60% and 100%) • Construction Cost Estimate in excel format (60% and 100%) 8. Water Quality Compliance Along with the project's PS&E package, RICK will prepare a Water WQMP to a 100% completion level prior to the 60% submittal. Upon receiving plan check comments from the City, we will review the comments and make necessary revisions to the WQMP and submit a final copy with the rest of the construction documents to the City for bidding. RICK is at the forefront when it comes to matters related to storm water. Our water resources staff includes many registered QSD/QSP's and, in fact, provide the industry with training on a regular basis through our in-house registered Trainers -of -Record. We will provide calculations and take -offs as well as prepare a Risk Assessment prior to bidding. It is assumed that the City will provide Rick Engineering with the desired construction start date and anticipated duration at the time the Risk Assessment is needed. If it is later determined that the City requires a review of the contractor's SWPPP, RICK has the experience and ability to perform the task. Deliverable: • WQMP (.pdf and hardcopy) 9. Right -of -Way Legal Description and Plat We will prepare right-of-way legal description and plat for the single property right of take required for the addition of the designated right -turn lane. Deliverables: • Plat and Legal Description (.pdf format) 60% and 100% • Backup calculations (traverses) 60% and 100% RICK Example Scope of Work 10. Right -of -Way Appraisal and Acquisition Services RICK Team sub -consultant will perform right-of-way appraisal and acquisition services for the single property take on right-of-way take site. This work will entail: • Obtain a Preliminary Title Report • Perform right-of-way appraisal for the property take • Perform Property Owner negotiations • Perform escrow coordination/title clearance Deliverables: • Preliminary Title Report • Appraisal Report • Right of way acquisition forms 11. Utilities Coordination Careful consideration to the existing utilities and their potential impact on construction cost and schedule will be taken into account throughout the design process. Upon receiving a Notice to Proceed from the City,RICK will perform a thorough site investigation that identifies and documents observable utilities. City records will be researched and record "as -built" documents will be obtained and reviewed. The affected utility companies will be immediately contacted and existing utility overlays will be obtained. A complete and accurate plotting of the researched utilities will be performed in order to achieve a utility base file for the plan preparation phase of the contract. Upon completion of the 30%, 60% and 100% submittal packages to the City, plans will be delivered to all appropriate utility companies for their review. Comments will be actively solicited from those companies and all coordination items will be addressed on the plans and in writing to each company. To the extent that the various utility companies are willing, final written confirmation of the utility company's concurrence with the design will be obtained. We recognize that some utility companies treat as -built requests and plan coordination with low priority and therefore it will be incumbent upon us to start the research and coordination process as soon as possible. Furthermore, we will keep a complete and accurate log of communication with the various utility companies and keep the City informed of our progress in this effort. Deliverables: • Utility base map w/ topography and r/w • Utility contacts list • Utility correspondence tracking log • Utility Approval Letters RICK Example Scope of Work Environmental (Optional) Since there is Right -of -Way acquisition, and the widening may impact an existing parking area, there may be a need for an Initial Site Assessment (ISA) on the project. Therefore, if environmental analysis and reporting needs to be performed, and the City is not performing this work in-house, our subconsultant, Helix, will complete the environmental work. Deliverable: • Required Environmental Document 12. Project Management and Meetings The key to a successful project is the establishment of a sound project foundation which is set early in the project process. To accomplish the project goals we would begin by enacting some fundamental services and techniques. Prior to beginning any of the specific tasks above, we would organize and manage a kick-off meeting, which would verify the project's precise scope of work, schedule, and priorities and determine the need, frequency and time of any subsequent meeting(s). This meeting would immediately be followed -up with a distribution of meeting minutes to all attendees and other interested parties. RICK would then commence work on the project and give frequent progress reports to the City. We propose the following meeting schedule: • Kick-off meeting • 30% Conceptual Plan Review Meeting • 60% Completion Meeting • 100% Completion Meeting Throughout the work process, RICK staff would refer to the company's Quality Control Manual and complete checklists that will be reviewed by the quality control officer and the project manager. This ensures that every task is performed with the utmost care and attention to detail. 13. Construction Engineering Support (Post Award) RICK recognizes the importance of timely responses to City requests particularly during the construction phase of the project. The RICK project manager will remain the single Point -of -Contact for the City throughout the duration of the project. This project manager will maintain an open line of communication and be available to respond to the City's request with high priority. It will be the project manager's responsibility to field requests from the City, solicit input from other team members and provide a response in a prompt and thorough manner. It will be critical that all correspondence with the contractor go through the City, be in writing and in the format preferred by the City. The Project Manager will remain responsible for QA/ QC throughout the construction phase. The project manager will continue to oversee the completion of the Rick Engineering Quality Control Manual checklists and review all responses to RFIs and submittals prior to delivery to the City. If construction inspection services are requested, our subconsultant Murow DC, can provide. The scope of work for these services can be determined at the onset of the construction bid process. 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Note: The above Non -collusion Affidavit is part of the Proposal. Signing this Proposal on the signature portion thereof shall also constitute signature of this Non -collusion Affidavit. BIDDERS are cautioned that making ahlse certification may subject the certifier to criminal prosecution. Signed State of California County of PE_ Subscribed and sworn to (or affirmed) before m n this day of 20--, by proved to me on the b of satisfactory evidence to be the person(s) who appeared before me. otary Public Signature J� Gor c L��rl!U, Jli�a - Cam ica% Notary Public Seal City of Santa Ana RFP Page A3-1 COPY OF ORIGINAL CALIFORNIA NOTARIAL CERTIFICATE (JURAT) A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. State of California County of Sa..i ,Dicyo 44, Subscribed and sworn to (or affirmed) before me on this L _ day of Malre'll, 20�, by _ oseO h Hgaw1aproved to me on the basis of satisfactory evidence to be the person(s) ho appeared before me. Signature J A, ..r— - - - — — � � WN LYUDMILA SAFRANSKY Noury Public • California San Diego County x (seal) Commission # 2426653 My Comm Expires Nov 17, 2026 Copyright © 2018 NotaryAcknowledgement.com. All Rights Reserved. COPY OF ORIGINAL Appendix ATTACHMENT 3-2: NON -LOBBYING CERTIFICATION CERTIFICATIONS The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: 1. No federal appropriated fluids 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 any 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, loan or cooperative agreement, the undersigned shall complete and submit a "Disclosure of Lobbying Activities". This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U. S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such sub recipients shall certify and disclose accordingly. Firm RICK Engineering Company Signed and Printed Name: Title Associate, Project Manager Date March 14, 2023 Joseph G. Hammond, PE City of Santa Ana RFP Page A3-2 COPY OF ORIGINAL Appendix ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION CERTIFICATIONS The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: 1. The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. 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. 7. 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 City of Santa Ana RFP Page AMCOPY OF ORIGINAL 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 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 sub -consultant 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: Joseph G. Hammond, PE Title: Associate, Project Manager Firm: RICK Engineering Company Date: March 14, 2023 City of Santa Ana RFP COPY OF ORIGINAL Page A3-4 '�,' , � 0000 A.r o r0f r ..rj oBB ) ddA'" 0 - A- !, � °D "* I glli. RICK EXHIBIT C COMPENSATION Consultant's Fee Proposal including hourly rates if applicable SANTA ANA !,W U kol 0110 kqvl� 4z 111J J, I',, 77� RICK TM Hourly Rates CITY OF SANTA ANA On -Call Engineering Services RFP No. 23-030 May, 2023 - April, 2026 Principal............................................................................... 280.00 Associate Principal ............................................................... 270.00 Associate/Manager .............................................................. 250.00 Senior Project Manager ..................................................... $240.00 Principal Project Engineer/1\4anager ..................................... 225.00 Associate Project Engineer/Manager .................................... 205.00 Assistant Project Engineer/Manager ..................................... 190.00 Principal Engineering Designer ............................................ 170.00 Associate Engineering Designer ........................................... 155.00 Assistant Engineering Designer ........................................... 140.00 Principal Engineering Drafter .............................................. 135.00 Associate Engineering Drafter ............................................. 125.00 Assistant Engineering Drafter ............................................. 115.00 Senior Transportation/Traffic Engineer .............................. $240.00 Principal Transportation/Traffic Engineer ............................ 225.00 Associate Transportation/Traffic Engineer ........................... 205.00 Assistant Transportation/Traffic Engineer ............................ 190.00 Principal Transportation/Traffic Designer ............................ 170.00 Associate Transportation/Traffic Designer ........................... 155.00 Assistant Transportation/Traffic Designer ........................... 140.00 Principal Planner 11 ............................................................. $220.00 Principal Planner I ................................................................ 195.00 Senior Planner H ................................................................... 190.00 Senior Planner I .................................................................... 175.00 Associate Planner ................................................................. 150.00 Assistant Planner .................................................................. 130.00 Planning Technician ............................................................. 110.00 Principal Project Landscape Architect/Manager ............. $205.00 Associate Project Landscape Architect/Manager ............. 180.00 Assistant Project Landscape Architect/Manager .............. 160.00 Principal Landscape/Urban Designer ............................... 140.00 Associate Landscape/Urban Designer .............................. 130.00 Assistant Landscape/Urban Designer ............................... 120.00 Principal Environmental Project Manager .......................... $205.00 Associate Environmental Project Manager ........................... 180.00 Assistant Environmental Project Manager ....................... 160.00 Principal Environmental Specialist ................................... 145.00 Associate Environmental Specialist ................................. 135.00 Assistant Environmental Specialist ................................... 125.00 Environmental Technician ................................................. 110.00 Senior Water Quality Manager .......................................... $270.00 Principal Water Resources Designer ................................... 170.00 Associate Water Resources Designer .................................. 155.00 Assistant Water Resources Designer .................................. 140.00 GIS Manager ..................................................................... $205.00 GIS Programmer ................................................................. 170.00 Principal GIS Project Manager ........................................... 190.00 Associate GIS Project Manager ........................................... 180.00 Assistant GIS Project Manager ........................................... 160.00 Principal GIS Analyst ......................................................... 150.00 Associate GIS Analyst ........................................................ 140.00 Assistant GIS Analyst ......................................................... 130.00 Principal Graphics Designer ............................................... 140.00 Associate Graphics Designer .............................................. 130.00 Assistant Graphics Designer ............................................... 120.00 CAD Manager ..................................................................... 190.00 Field Supervisor .............................................................. $ 240.00* One -person Survey Party .................................................. 220.00* One -person Survey Party with Robotics ........................... 240.00* Two -person Survey Party .................................................. 350.00* Three -person Survey Party ............................................... 450.00* 3D Laser Scanning Crew (One -Person) ........................... $335.00* 3D Laser Scanning Crew (Two Person) ............................ 380.00* Principal 3D Laser Scanning Project Manager .................. $200.00 Associate 3D Laser Scanning Project Manager ................... 180.00 Assistant 3D Laser Scanning Project Manager .................... 165.00 Principal 3D Laser Scanning Specialist ............................... 145.00 Associate 3D Laser Scanning Specialist .............................. 135.00 Assistant 3D Laser Scanning Specialist ............................... 125.00 Principal 3D Laser Scanning Technician ............................. 120.00 Associate 3D Laser Scanning Technician ............................ 105.00 Assistant 3D Laser Scanning Technician ............................... 95.00 Photogrammetry Supervisor .............................................. $190.00 Principal Photogrammetrist ................................................ 160.00 Associate Photogrammetrist ................................................ 125.00 Assistant Photogrammetrist ................................................. 115.00 Principal Survey Analyst ................................................... $205.00 Associate Survey Analyst ................................................... 165.00 Assistant Survey Analyst ..................................................... 135.00 Associate Project Administrator .......................................... $85.00 Assistant Project Administrator ............................................. 75.00 Administrative Assistant/Manager ......................................... 80.00 * Denotes Prevailing Wage rate When authorized, overtime shall be charged at the listed rates times 1.5. Unless otherwise agreed upon, we shall charge for printing, reproduction, deliveries, transportation, and other expenses. Rick Engineering-JTM-4.12.23 Final Audit Report 2023-04-14 Created: 2023-04-13 By; Emerson Frankston (EFrankston@santa-ana.org) Status: Signed Transaction ID: CBJCHBCAABAA2wDm2nXidbjcSXjscWAbWOBtC6C3yeLh "Rick Engineering-JTM-4.12.23" History `5L Document created by Emerson Frankston (EFrankston@santa-ana.org) 2023-04-13 - 1 L49;46 PM GMT 17� Document emailed to jhammond@rickengineering.com for signature 2023-04-13 - 11:50:20 PM GMT Email viewed byjhammond@rickengineering.com 2023-04-14 - 5:33:04 PM GMT &4 Signer jhammond@rickengineering.com entered name at signing as Joseph Hammond 2023-04-14 - 5:33:52 PM GMT 6o Document e-signed by Joseph Hammond {jhammond@rickengineering.com) Signature Date: 2023-04-14 - 5:33:54 PM GMT - Time Source: server ® Agreement completed. 2023-04-14 - 5:33:54 PM GMT Names and email addresses are entered into the Acrobat Sign service by Acrobat Sign users and are unverified unless otherwise noted. a Adobe Acrobat Sign EXHIBIT 5 CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND MARK THOMAS & COMPANY, INC. FOR ON -CALL ENGINEERING SERVICES THIS AGREEMENT is made and entered into on this 16th day of May, 2023 by and between Mark Thomas & Company, Inc. ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On February 21, 2023 the City issued a Request for Proposal No. 23-030, by which it desired to retain a Consultant having special skill and knowledge in the field of: Professional Engineering Services on an on -call basis for the City's Public Works Agency. B. Consultant submitted a responsive proposal that was among those selected by the city. Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-030. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-030, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in "Scope of Services - Exhibit A", attached hereto and incorporated by reference, and as further described in Consultant's Proposal, attached hereto an incorporated herein by this reference as "Consultant's Proposal - Exhibit B". 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant's Fee Proposal, which is attached hereto and fully incorporated herein by this reference as "Compensation - Exhibit C". Consultant is one of fifteen (15) separate consultants selected to provide services on an on -call basis under RFP 23-030. The total compensation for services provided by all consultants selected under RFP 23-030 shall not exceed the shared aggregate amount of $5,000,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. Page 1 of 10 b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. Notwithstanding any contrary terms contained within Consultant's Fee Proposal, Consultant's fees shall not exceed 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws. 3. TERM This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to a one, two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. Page 2 of 10 6. INSURANCE Consultant 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 Consultant, its agents, representatives, employees or subcontractors. a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section. b. Insurance coverage shall be at least as broad as: (i) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit 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. (ii) Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage. (iii) Workers' Compensation insurance 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. (iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. (v) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. c. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions: Page 3 of 10 (i) Additional Insured 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 Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary coverage at least as broad as ISO CG 20 01 04 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 Consultant's insurance and shall not contribute with it. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. 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. (v) Self -Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. 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. (vi)Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims -made basis: • The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. Page 4 of 10 • Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. • 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 Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work. (viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix) Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors. (x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims Page 5of10 that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. Page 6of10 12. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. Page 7 of 10 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Jennifer L. Hall Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 Page 8of10 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 Fax: To Consultant: Darin Johnson Associate Principal Mark Thomas & Company, Inc. 2121 Alton Parkway, Suite 210 Irvine, CA 92606 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signatures on following page] Page 9of10 SIGNATURE PAGE FOR CONSULTANT AGREEMENT BETWEEN CITY OF SANTA ANA AND MARK THOMAS & COMPANY, INC. FOR ON -CALL ENGINEERING SERVICES IN WITNESS WHEREOF, 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. CARVALHO City Attorney By: NATHAN T. M) TINEZ Assistant City Attorney RECOMMENDED FOR APPROVAL: NABIL SABA Executive Director Public Works Agency CITY OF SANTA ANA KRISTINE RIDGE City Manager CONSULTANT: DARIN JO ON Associate Principal Page 10 of 10 EXHIBIT A SCOPE OF SERVICES Appendix ATTACHMENT I SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR ON -CALL ENGINEERING SERVICES RFP NO.23-030 INTRODUCTION/BACKGROUND The City of Santa Ana intends to retain Civil Engineering Consultants on an as -needed or "on -call" basis. A Professional Services Agreement will be entered into with several of the qualified firms Civil Engineering consultant(s) to provide professional services for a variety of projects on an on -call basis. On an on -call, as -needed basis, the selected firms) may Iater be asked to provide professional engineering services proposals on specific, project -by -project basis, based on an agreed -upon specific scope of services and fees. In general, work consists of general engineering design projects. Funding sources for each project may vary for each project/task order assignment shall comply with the funding agency's requirements. The projects may include water and sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, traffic signal modifications; landscaping and irrigation systems; park and recreational design, grant application writing, and other related projects as required. On occasion, environmental and planning support services may also be requested. The City may need consultant services for mapping and legal description preparation, construction management, staking and inspection. Occasionally the City may also need geotechnical, electrical, mechanical, structural, and other specific infrastructure related services. The consultant shall be able to assist the City through this contract to provide the necessary services. The consultant shall utilize in-house staff and/or sub -consultants to complete the assignments to meet the City standards. For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. Prime consultant mark-ups for sub -consultant work will not be allowed. All proposals, plans, drawings, specifications, estimates, grant applications, and/or studies will be subject to the final approval and satisfaction of the City of Santa Ana. City of Santa Ana RFP 23-030 Page Al-1 Scope of Services The work consists of general engineering design and cost estimating for civil works projects, City facilities, Parks and other related projects as required. The work in general, consists of work in the following areas and not limited to: • Civil- Design • Transportation/Traffic Structural Geotechnical Land Surveying Architectural • Landscape Architectural and Irrigation Environmental • Electrical - Mechanical • Instrumentation and Control Systems Fire Protection Land Surveying Financial and Economic Consulting Engineering In addition to general engineering design projects Consultants may be asked to perform the following tasks: Hydraulic modeling of the water distribution, storm water, and sewer collection systems Evaluations, studies and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations, EIectrical and industrial control systems evaluations, studies, drawings, documentation and recommendations Mapping Services Legal Description Preparations Grant Writing- Services Environmental/Planning Support • Construction Management Support • Pavement Management • Special Engineering Studies/Reports/Compliance and Investigations Regulatory Compliance with Federal and State and Local Agencies Financial/cash flow analysis- public works programs • Assessment and District Formation Services • Sustainable Infrastructure Services • Right of Way Studies If there are any exceptions to the core of requested services, proposers shall list said exceptions in their proposal (matrix form). City of Santa Ana RFP 23-030 Page A1-2 For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. The selected consultants must have the expertise, experience, and demonstrated resources available to perform the work described in this RFP. General Requirements and Project Deliverables The Consultant's services for plans specifications and estimating (PS&E) for engineering project preparation and special studies/investigations shall include and in be in conformance with the Iatest editions of the following: Title 24 of the California Code of Regulations (California Building Standards Code). American Water Works Association, California Department of Transportation, the Americans with Disabilities Act, the City of Santa Ana Municipal Code (SAMC), professional Standards established by the City, and or federal, state and local guidelines established in the project. As part of the preparation of the PS&E, the consultant shall prepare the special provisions pertaining to the items of work included in the plans that are not addressed on the latest editions of the applicable standards. The Consultant shall have complete responsibility for the accuracy and completeness of all documents and plans prepared. The plans will be reviewed by the City of Santa Ana for conformity with the requirements of the Agreement. Reviews by the City of Santa Ana do NOT include detailed review or checking of design or the accuracy with which such designs are depicted in the documents and the plans. The documents and plans furnished under the Agreement shall be of a quality acceptable to the City of Santa Ana. The criteria for acceptance shall be a product of neat appearance, well organized, technically and grammatically correct, checked, and dated and having the maker and checker identified. The Consultant shall have project management control procedures in effect during the entire time work is being performed under the Agreement. This task shall include the following: Project Management Plan — the consultant shall provide a detailed management plan including information and coordination with other agencies to ensure compliance and completion of the (PS&E) packages. This plan shall include all milestones and task breakdown for each of the tasks and subtasks included therein. The project management shall be submitted to the Project Manager for review and within 15 calendar days of the issued Notice to Proceed • Deliverables • Quality Control/Quality Assurance (QA/QC) Plan • Project Schedule/Invoicing • Project Correspondence In case of conflict, ambiguities, discrepancies, errors, or omissions, the consultant shall submit the matter to the City for clarification. City of Santa Ana RFP 23-030 Page Al-3 The Consultant shall perform engineering design services resulting in contract documents (plans, specifications and cost estimates "PS&E") for various projects on an as -needed basis. However, work tasks may include studies or a variety of engineering tasks. If requested by the City, the Consultant shall provide a Work Plan which includes a detailed schedule of the assigned project prior to the issuance of Notice to Proceed and/or Task Order. Specific Task Orders with Notices to Proceed ("NTPs") will be provided for project(s) at the discretion of the City. Work required per Task Order shall comply with the Scope of Services and additional provisions in each Task Order and this agreement. The following scrvices/items shall include but are not be limited to; 1. Research existing records of utility companies and agencies and coordinate the proposed improvements with existing field conditions. 2. Conduct an environmental assessment for each project and prepare all documentation required to comply with California Environmental Quality Act (CEQA), and or National Environmental Protection Act (NEPA) (If required) 3. Provide all field survey and topographic work necessary to complete the design effort. Design level survey and base mapping of the project site shall be prepared in US Customary English units by a California licensed Land Surveyor in accordance with the City guidelines and in Microstation V8i Computer Aided Design and Drafting (CARD) format. The horizontal datum shall be NAD 83 and the vertical datum shall be NAVD 88. All survey field notes shall be on forms provided by the City, shall be neatly completed in pencil, and shall become property of the City upon completion of the project. Informal field investigations including marking of removal areas may be required for some of the sidewalk, curb and gutter, and pavement replacement projects. 4. Complete the design of projects including plans, specifications, and engineer's construction cost estimate. The Consultant shall contact manufacturers and/or contractors to verify the engineer's estimate prior to submitting to the City. Specifications shall be prepared in Microsoft Word and an electronic copy of the final version shall be Ru-nished to the City. The City will provide the specification boilerplate to the Consultant. If requested, all preliminary and bid sets of plans shall be plotted on bond or velum paper using Microstation V8i CADD software program. All drawings shall be completed per the City of Santa Ana CADD Standards and any special provisions thereof. For interim submittals, the City may opt to receive only PDF versions of the plans for reviewing purposes. If so, the Consultant team will provide plans and/or specifications accordingly. 6. All original plan sheets, the title sheet of the specifications, calculations, and reports shall be signed and stamped by the Consultant's licensed professional engineer responsible/in-charge of the project. City of Santa Ana RFP 23-030 Page Al-4 7. if a part of the on -call project scope, the Consultant shall provide support services during the bidding and construction phases of the project, including, but not limited to: a. Respond to bidder inquiries during the bidding process, including preparation of any addenda. Following award of the construction contract, the Consultant shall attend the pre -construction meeting. b. Review and approve all submittals and shop plan drawings required supporting the cnnstnnction contract. The Consultant shall complete shop drawings reviews within two (2) weeks of receipt. Contract Change Order reviews shall be completed within two (2) working days of receipt. c. Respond to written Requests for Information (RFI) to provide clarification or resolve discrepancies in the contract documents. Responses shall be completed within three (3) working days. d. Provide periodic field reviews and bring to the attention of the City of Santa Ana any defects or deficiencies in the work by the construction contractor which the Consultant may observe. The Consultant shall have no authority to issue instruction on behalf of the City of Santa Ana, or to deputize another to do so. 8. If included in the on -call project scope, upon completion of construction, the Consultant shall prepare as -built plans and submit them to the City. The Consultant shall incorporate all changes to the plans electronically with all necessary revision notations. Once plans have been updated, a signed set of as -built plans shall be submitted to the City with an electronic copy (in Microstation V8i CARD and pdf formats) of the final as -built drawings via CD ore - mail. 9. The Consultant shall monitor the project progress, maintain project files, and control the quality of the work performed by in-house staff and/or sub -consultants. Incomplete (not meeting targeted completion) or poor quality work will not be accepted. The Consultant shall revise the documents within a revised schedule set by the City, which may require overtime. No additional compensation necessary for the consultant to complete this work to the satisfaction of the City shall be approved by the City for the required revisions. It is the responsibility of the Consultant to produce a professional -level quality of work product. 10. If included in the on -call project scope, attend meetings with the City staff as required. 11. If included in the on -call project scope, the Consultant shall coordinate plan check, design topics, permits and any other issues with the City, other Agencies, and all utility companies as required. At the direction of the City, the Consultant shall be the liaison with affected agencies. 12. If included in the on -call project scope, the Consultant shall be responsible for reviewing and approving addenda and clarifications to plans and specifications. All information regarding the plans and specifications and or documentation related to the project and approved by the City, will then become property of the City. City of Santa Ana RFP 23-030 Page Al-5 A more detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. All tasks orders shall include the staff title, hours, hourly rate and totals as related to the project. Construction Plans, Standard Specifications and Estimate (PS&E) Preliminary Design - Attend project scope meeting with City Staff to review project details. Consultant shall field review, inspect and conduct all necessary surveys to prepare a Preliminary Design Report (PDR) or alternatives, preliminary cost estimate and preferred alternative as requested by the project manager. A (PS&E) package shall be submitted to review at 30% design for independent City review A (PS&E) package shall be submitted to review at 60% design for independent City review A (PS&E) package shall be submitted to review at for FINAL independent design review. The City will review and comment on the PS&E packages with a turnaround goal of (2) weeks. One (1) copy of the documents with comments will be returned to the consultant. Unless, several agencies are involved in the review process multiple documents with comments will be provided to the consultant. After the final design comments have been incorporated the consultant shall provide the City with final (PS&E) package ready forbid. See Section - General Requirements and Project Deliverables Section. Project Schedule and Progress: Progress review meetings shall be held at intervals deemed appropriate by the City. The Consultant shall furnish two copies of all completed work or partially completed update/status since the last progress review meeting. Progress reports shall be submitted monthly in electronic format indicating achievements and project schedule progress. Cily Res onsibilities: The City will provide information in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein. • Furnish scope of work and provide general direction as needed for the assigned project • All plan check coordination within the City Advertise, award, and administer of construction contract • Electronic files (sample plans & specifications, City of Santa Ana's CADD Standards) • Electronic files for title sheets and sheet borders Facilitate meeting space and coordination and City facilities City of Santa Ana RFP 23-030 Page Al-6 Fee Proposal_ In addition to Section N.B.3 (Submittal Requirements: Fee Proposal) fee schedule shall be structured as follows: The fee proposal shall include the firm's standard hourly fee schedule, and/or project fee schedule where applicable and as outlined in this this documents. A list of all positions and hourly rates required to perform the services described herein shall remain valid for one (1) bill calendar year following contract execution. Subsequent rates shall be renegotiated between the firm and the City. Amore detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. Other Terms and Conditions: 1. The project will be implemented in compliance with the City of Santa Ana's policies, as well as Prevailing Wages and State/Federal Requirements. 2. The City regards the inclusion of California based designs, engineering, and construction professionals, facilities, and services as part of the Team to be highly desirable, but not mandatory. 3. The City reserves the right to amend this Request for Proposal by addendum prior to the final dates of submission. 4. All reports, proposals, or other data or materials which are submitted shall become the sole property of the City of Santa Ana with the exception of the confidential Financial Capacity information and sealed fee proposals which will be returned to all proposers after award of contract to the selected Team 5. All products used or developed in the execution of any contract resulting from this request will remain in the public domain at the completion of this project. 6. The City has an affirmative action program. The purpose of the affirmative action program is to encourage certified minority business enterprises and women business enterprises. All submitting firms must have established affirmative action programs approvable by the City. During the RFP stage, all firms will need to complete a "Certification of Non -Discrimination by Contractors" for each firm on their team. City of Santa Ana RFP 23-030 Page At-7 EXHIBIT B CONSULTANT'S PROPOSAL PROPOSAL 77V-- NRL MARK THOMAS aurri�r*� rM: � CO N" Z NTS 1 a. Cover Letter......................................................................... 1 1 b. Contract Agreement Statement ........................................... 3 1 c. Firm and Team Experience .................................................. 4 1d. Understanding of Need ........................................................ 10 1 e. Willingness to Comply with Agreement Terms ..................... 3 1 f. References........................................................................... 19 Appendix 1c. Resumes...................................................................... A-1 2. Scope of Services and Schedule .................................. A-9 3. Fee Proposal (Separate Envelope) 4. Certifications • Attachment 3-1: Non -Collusion Affidavit .................... A-17 • Attachment 3-2: Non -Lobbying Certification .............. A-19 • Attachment 3-3: Non -Discrimination Certification...... A-20 MARK THOMAS ON -CALL ENGINEERING SERVICES City of Santa Ana 1A. COVER LETTER LA March 14, 2023 City of Santa Ana Attn: Sean Thomas Public Works Agency; M-36 20 Civic Center Plaza; Ross Annex Santa Ana, CA 92701 Dear Mr. Thomas: ■ ■ MARK THOMAS The City of Santa Ana (City) is seeking consultants to provide on -call engineering services for a variety of Capital Improvement Projects (CIP) citywide. Mark Thomas is a recognized leader in the planning, design and management of local agency projects, making our team ideally suited to deliver your task orders under this on -call contract. We have delivered hundreds of general civil engineering projects ranging from the planning phase and conceptual design phase through the final design and construction phases. We have in-house personnel and a team of specialty subconsultants with the necessary expertise in a wide array of disciplines to support your anticipated infrastructure improvements. In addition, we have grant funding experts who are knowledgeable about federal and non-federal funding sources as well as the administration of these grant funds. Mark Thomas has extensive experience providing a wide range of civil and structural engineering, landscape architecture, and surveying services for infrastructure projects throughout California. Our firm focuses on client satisfaction by providing proactive service and the delivery of task orders on schedule and within budget. We offer the City key benefits including: Project Manager with the Right Experience. Our team will be led by Pat Somerville, PE, as contract manager and quality oversight. Pat is a former public sector employee who has over 37 years of experience managing and delivering CIP projects for public works agencies throughout southern California. His vast experience encompasses projects similar to your CIP, including street improvements, sewer, storm drain, streetscape, active transportation, transit and even buildings and facilities. Pat's experience also includes delivering task orders and projects for Santa Ana for nearly 20 years. He brings in-depth knowledge of local agency policy and procedures, guidelines and standards, and will work with the City to produce efficient and cost-effective solutions on each task order assigned to Mark Thomas under this on -call. Strong and Dedicated Project Team. Pat will be supported by a full team of technical staff and subject matter experts who were selected because of their abilities to manage the variety of anticipated projects. We provide key personnel that have worked in the public sector, so they know and understand what's required to be successful. In addition to our in-house staff we have a strong group of subconsultants supporting our team, including: AKM Consulting Engineers Water/Sewer Systems I GPA Consulting DBE Environmental BOA Architecture DBE CL Survey DBE Earth Mechanics DBE EPS SBE Architecture & Buildings Surveying & Mapping Geotechnical Financial Analysis Fehr & Peers LIN Consulting DBE Tatsumi & Partners DBE Traffic Analysis Signals and Lighting Landscape Architecture 2121 ALTON PARKWAY, SUITE 210 IRVINE, CA 92606 MARKTHOMAS.COM PAGE 1 ,/ MARK THOMAS Six of these firms are DBE certified, allowing us to easily meet your existing and future DBE goals. These well -qualified firms have been selected based on the strong working relationships we hold, and their extensive experience working within the Orange County region. Depth of Resources. We have structured our team specifically to provide you the depth of resources needed to successfully deliver your CIP. We have provided an overlap in many disciplines, not only to ensure DBE compliance, but to provide additional resources that will enable us to deliver multiple, concurrent task orders. This approach has been proven on other on -call contracts and will help ensure that the City can meet its commitments in delivering the CIP. Successful On -Call Task Order Management. Mark Thomas staff is highly familiar with the management of on -call contracts and the execution of various, and often concurrent, task orders. We have recently or are currently managing on -call contracts for over a dozen agencies throughout Southern California. Our approach to providing successful on -call services is characterized by carefully listening to our clients' needs and goals, proactive communication, and being highly responsive. Under Pat's leadership, the City can be assured that each task order will be executed on time, within budget, and with exceptional quality. With our successful history delivering on -call projects, and the experience of our team and subconsultants, we are uniquely qualified to develop and deliver the City's projects over the life of this contract. The project will be managed from our office located at 2121 Alton Parkway, Suite 210, Irvine, CA 92606. Pat Somerville will oversee the services and be the City's primary contact. He can be reached at (714) 815-5222 or psomerville@markthomas.com. We have recieved and acknowledge the receipt of Addendum #1 dated 2/24/23 and Q & A Set 1-8. As an Associate Principal of Mark Thomas, 1, Darin Johnson, am authorized to negotiate and contractually bind the firm. We have included our contract comments for the City's consideration. We do not have any existing or potential conflict of interest that could arise from this engagement. By submitting our proposal, we commit to providing the City with a highly experienced team, dedicated to the successful management and delivery of this on -call. We are excited to partner with the City and look forward to the successful delivery of the task orders. Sincerely, MARK THOMAS & COMPANY, INC. (0� � // � V� � Darin Johnson, PE Associate Principal Pat Somerville, PE Contract Manager / Quality Oversight „„�„�„„�11 „�„�, 22A 0 0 LTON PARKWAY, SUITE 210 IRVINE, CA 92606 MARKTHOMAS.COM PAGE 1B. CONTRACT AGREEMENT STATEMENT AND 1E. WILLINGNESS TO COMPLY WITH AGREEMENT TERMS STANDARD AGREEMENT ADJUSTMENTS Mark Thomas has reviewed "ATTACHMENT 2: STANDARD AGREEMENT" in the RFP. Darin Johnson, PE (Principal in Charge) is our authorized signer. If selected to work on this project, we respectfully request the City to consider the following modifications. Additions are included in red text and deletions are included in stFikethmugli. SECTION 8 — INDEMNIFICATION Request to revise language as follows: With respect to its operations, other than the performance of Design Professional services, Consultant agrees to d4emd, amd shall, indemnify and hold harmless, but not defend, the City, its officers, and- acgemts, employees, from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. Gity may malte a" reasonable ............., _.... -...1-..-- ...1-..-- -1 . _- .._- ... ............ ................ ...... `.., I-.......... ..., ... .......... to the megligemee, reeldessmess, of Willful m9iseamduet of the . With respect to its operations in the performance of Design Professional services when the Services to be provided under this Agreement are to be performed by a "design professional," as that term is defined under Civil Code Section 2782.8, Consultant agrees to indemnity and hold harmless (but not defend) City, its officers and employees, from and against liability for damages to the extent caused by Consultant's, recklessness, negligent acts, errors or omissions, or willful misconduct in the performance of services under this Agreement, except such loss or damage caused by the negligence or willful misconduct of the City. Consultant has no obligation to pay for any defense related cost prior to a final determination of liability, or to pay any amount that exceeds Consultant's finally determined percentage of liability based upon the comparative fault of Consultant, except as provided in Civil Code Section 2782.8(a) and (e). ON -CALL ENGINEERING SERVICES MARK THOMAS City of Santa Ana Page 3 1C. FIRM AND TEAM EXPERIENCE FIRM QUALIFICATIONS ABOUT MARK THOMAS Mark Thomas provides civil and structures engineering, surveying, landscape architecture, planning & urban design, construction management, and grant writing services to clients throughout California. Since the company's founding in 1927, we have focused on providing excellent client service and delivering projects with a tailored approach to meet our clients' goals. We are a mid -sized firm. Our reputation is realized through more than 320 team members in offices that are strategically located to support the communities in which we live. Originating in San Jose (corporate headquarters), we have grown to establish 11 offices - three of which are in Southern California - Irvine, Lakewood and Ontario. Mark Thomas is built on providing sound, innovative engineering solutions and high -quality customer service for transportation, public works, and infrastructure improvement projects. Our solutions have benefited all types of transportation improvements projects including complete streets/streetscape design, active transportation planning, roadway widenings and reconstructions, pavement rehabilitations, ADA improvements, and highways. ON -CALL & PUBLIC AGENCY EXPERTISE We have significant experience providing on -call services. We know the importance of being responsive and flexible when meeting project needs. We have expertise in providing task order driven services with limited budgets and fast -track schedules. With more than 75 staff in Southern California, we can easily staff multiple concurrent projects. We apply a flexible and progressive approach that balances the needs of stakeholders and the community. Our unique ability to understand each project and develop designs that fit within the context of the neighborhood and community has been the hallmark of many of our projects. We have served clients throughout California, including cities, counties, local municipalities, and other various public agencies. Our staff has extensive experience working as an extension of our clients' staff, and brings an unmatched understanding of public agency procedures and requirements. PRIMARY CONTACT PERSON 96 320+ years in business team members >6K 11 projects delivered offices statewide As Contract and Quality Oversight Manager, Pat Somerville will be the primary contact for the City. His complete contact information is shown below. Pat Somerville, PE, Contract and Quality Oversight Manager (714) 815-5222 1 psomerville@markthomas.com 12121 Alton Parkway, Suite 210, Irvine, CA 92606 MARK THOMAS ON -CALL ENGINEERING SERVICES Page 4 City of Santa Ana SUBCONSULTANTS In order to provide comprehensive services, we have selected trusted subconsultants to help us deliver task orders for the City. We selected our team based on our ongoing working relationship and previous track record of success with them on similar types of projects. We have provided a suite of DBE certified subconsultants to ensure your DBE goals are met on both State and Federally funded projects. This also provides a depth of resources that allows our team to deliver concurrent task orders for the City. All of our subconsultants have excellent reputations and are extremely competent, qualified in their areas of expertise and have a proven history of delivering for their clients. AKM Consulting Engineers Water and Sewer Systems AKM specializes delivering the planning and design for all facets of water, wastewater, and sewer systems and facilities for local agencies throughout Southern California. BOAArchitecture DBE Architecture & Buildings BOA has delivered architectural services for over 80 local agencies, specializing in civic centers, police and fir stations, community centers, libraries, and ADA compliance. Fehr & Peers Transportation Planning Fehr & Peers (F&P) is a leader in providing transportation planning and engineering services to public sector clients and is at the forefront of emerging technologies. CL Survey Survey & Mapping CL Survey provides professional land surveying services throughout Southern California, including aerial mapping and photography, field survey and right of way engineering services. Earth Mechanics Geotechnical Earth Mechanics is the preeminent Southern California geotechnical firm specializing in transportation projects. They provide geotechnical, foundation and pavement analysis for bridges, roadways, and bikeways. EPS SBE Financial Analysis EPS is a land economics consulting firm providing a full spectrum of services related to market analysis, public/private partnerships, and financing of government services and public infrastructure. GPA Consulting DBE Environmental & Permitting GPA specializes in environmental planning, biological resource studies, historic preservation and providing NEPA and CEQA environmental clearance for transportation and infrastructure projects. LIN Consulting Signals & Lighting LIN is a long-time partner of Mark Thomas and specializes in traffic engineering, including traffic signals, pedestrian signals or beacons, street lighting and pedestrian lighting facilities. Tatsumi & Partners, Inc. Landscape Tatsumi & Partners has earned a reputation for being one of the premiere public works landscape architectural firms with expertise in aesthetics, planting and irrigation design. ON -CALL ENGINEERING SERVICES City of Santa Ana MARK THOMAS Page 5 ORGANIZATIONAL CHART Mark Thomas understands the importance of assembling a team who will be available throughout the duration of this contract. Our team consists of experienced personnel with past successful participation providing on -call services and project delivery. The organizational chart also reflects our ability to address any project need along with the depth of resources to handle concurrent task orders. As the contract manager, Pat Somerville will be the City's primary contact. The associates in charge when the Pat is unavailable would be the Task Order Managers. Resumes and availability for contract manager and key personnel are included in the appendix along with a table of our supporting staff and subconsultants. hnson, PE Pat Somerville, PE CIVIL/ROADWAY DRAINAGE/ TRAFFIC ACTIVE UTILITY/ Xavier Espinosa, PE HYDRAULICS ENGINEERING TRANSPORTATION RIGHT-OF-WAY Ken Doty, PE, QSD Ricky Chan, TE, Paul Martin, TE, LCI Josh Cosper, PE, PTOE PLS, QSD • CIVIL/ROADWAY Kimberly Barling, PE Narut Leehacharoenkul, PE Jesseca Martinez Rachel Yazawa-Taylor, PE Ashley Farris Chuck Karunathilake GEOTECHNICAL/PAVEMENT Alahesh Thurairajah, PE, GE (EMI) ACTIVE TRANSPORTATION Aaron Silva, PE Ravi Shah, PE DRAINAGE/STORMWATER Flora Diaz, PE, QSD Tyler Hodges, PE CONSTRUCTION MANAGEMENT Mazen Mneimneh, PE, QSD STRUCTURES Julie Passalacqua, PE Jason Hickey, SE SIGNALS & LIGHTING Kendra Rowley, PE (F&P) Ray Kommidi, TE (LIN) ARCHITECTURE SERVICES Lok Ng, PLA, LEED AP (BOA) SURVEY/MAPPING/ROW Steven Heise, PLS Lam Le, PLS (CL Survey) UTILITIES/RIGHT-OF-WAY Robert Vasquez, PE, QSD Andrea Hernandez LEGAL DESCRIPTIONS & PLATS Byron Cazar, CFedS, PLS LANDSCAPE ARCHITECTURE Jingwen Guo, PLA David Tatsumi, PLA (Tatsumi) WATER/SEWER SYSTEMS Ben Porter, PE Zeki Kayiran (AKM) FINANCIAL ANALYSIS Julie Cooper (EPS) Key Staff LANDSCAPE ARCHITECTURE Erik Smith, PLA TRANSPORTATION PLANNING Stephen Patchan Jason Pack, TE (F&P) ENVIRONMENTAL Erinn Silva (GPA) GRANT/FUNDING SUPPORT Ryan Bissegger MARK THOMAS Page 6 ON -CALL ENGINEERING SERVICES City of Santa Ana MEET YOUR CONTRACT MANAGER PAT SOMERVILLL, PE CA PE C56141 iw BS in Civil Engineering, CSU Long Beach Former public agency employee with over 37 years of experience in transportation and public works improvement projects Strong project, contract, and program management history on a wide variety of assignments and projects Extensive City of Santa Ana Experience Pat will serve as the City's primary point of contact and will act as the Contract and Quality Oversight Manager. He brings more than 37 years of experience in civil engineering and management with a focus on municipal and capital improvement projects. He started his career in the public sector, working nearly 12 years for the City of Fullerton. This provides Pat with understanding of the inner workings of a City. Pat has delivery numerous projects for the City of Santa Ana, including over 20 task orders from previous on -call contracts with the City. These task orders included residential and arterial pavement rehabilitation, structural analysis of existing city parking structures, upgrades of various city facilities. Pat also worked as a consultant project manager, working out of City Hall two days a week for nearly 12 months managing various capital improvement projects. Pat was the deputy project manager for the widening of First Street over the Santa Ana River, including the replacement of the existing bridge, leading the delivery of the preliminary engineering, environmental document for CEQA/NEPA and the PS&E. As was the Design Integration Manager for the OC Streetcar project where Pat worked closely with City staff through the final design of the project. He led the efforts to address many challenges that faced the project and ensured the final results were acceptable to the City. This included the approach to impacts related to roadway, drainage, sewer, water, downtown 4th Street including new paver treatment, SARTC site modifications, and inclusion of bike facilities. IN ADDITION TO HIS WORK IN SANTAANA, HIS ON -CALL EXPERIENCE INCLUDES: City of Long Beach On -Call Services: Across five separate contracts that Pat managed, over 30 task orders were delivered that included residential and arterial street reconstruction projects, over 9 miles of streetscape improvements including new raised medians, hydrology and hydraulic reports that supported major storm drain upgrades and stormwater facilities. Tustin Consultant CIP Manager Services: Working as an extension of city staff in City Hall, provided management services oversee and facilitate the CIP projects, including the annual major maintenance projects, coordinated issues in all phases of the project and prepared documents for the E-76 funding packages to submit to Caltrans to receive the necessary authorizations. City of Montebello On -Call Services: Contract manager for this on -call and has delivered 8 task orders in the first six months of the contract. Services include final design, street rehabilitation, landscape architecture, street improvement plan checking, right-of-way legal descriptions & plats, tract and parcel map reviews, Senior Center remodel and park refurbishment. City of Fullerton On -Call Services: Project manager providing on -call services that included the conceptual and final design services for the annual sewer program for three consecutive years, providing surveying and geotechnical services, performing third -party peer review of a grade separation project, and a feasibility study for 35-ft tall retaining walls at Lion's Field. ON -CALL ENGINEERING SERVICES City of Santa Ana MARK THOMAS Page 7 KEY PERSONNEL Full resumes of our key personnel can be found in the Appendix. XAVIER ESPINOSA, PE CIVIL & ROADWAY TASK ORDER MANAGER REGISTRATION: CAPE C88927 EDUCATION: BS in Civil Engineering, CSU Los Angeles Xavier has 10 years of experience in small and large transportation projects within Southern California. His 60% project experience includes corridor improvements, roadway realignment, highway widening, grade separations, availability street rehabilitation, and parkway improvements. RICKY CHAN, TE, PTOE TRAFFIC ENGINEERING TASK ORDER MANAGER R..r REGISTRATION: CA PE C71389 I CA TE 26731 CA PTOE 3658 "11' EDUCATION: BS in Civil Engineering, UC Irvine Ricky has 23 years of experience in transportation, traffic, and municipal engineering projects. He has worked on a 55% variety of roadway, bikeway, and traffic related projects as well as site projects. Experience includes roadway availability geometrics, intersection widening, local street design, utility coordination, traffic engineering including design of signals, signing and striping, and traffic control design, construction inspection of traffic signal systems, and communication systems design, federal funding management, and PS&E projects. JOSH COSPER, PE, PLS, QSD UTILITY & RIGHT-OF-WAY TASK ORDER MANAGER REGISTRATION: CAPE C71667 I CA PLS 8774 1 CA QSD 00709 EDUCATION: BS in Civil Engineering, UC Irvine Josh has 19 years of experience in the design of transportation and public works improvement projects 50% including plan preparation, design report/memorandum availability preparation, PS&E, estimate preparation, and coordination with agencies for approval. His responsibilities have also included topographical/boundary survey, right-of- way mapping and analysis, and preparation of property acquisition documents. RELEVANT EXPERIENCE Complete Streets Program, Los Angeles OC Loop Segment D, Orange County Firestone Boulevard Widening, Norwalk Long Beach Boulevard Green Street Improvements, South Gate RELEVANT EXPERIENCE On -Call Services, Montebello OC Loop Segment D, Orange County Cannon Street Widening, Orange County Jeffrey/Irvine Center Dr Improvements, Irvine Anaheim Boulevard and Water Street Intersection Improvements, Anaheim RELEVANT EXPERIENCE Brea Canyon Road Widening, Orange County Limonite Gap Closure, Eastvale McKinley Street Grade Separation, Corona SR-47/Front Street/ Harbor Blvd Interchange Improvements, Port of Los Angeles MARK THOMAS Page 8 ON -CALL ENGINEERING SERVICES City of Santa Ana I� KEN DOTY, PE, QSD HYDROLOGY & HYDRAULICS TASK ORDER MANAGER REGISTRATION: CA PE C47228 I CA QSD 47228 ZAEDUCATION: BS in Civil Engineering, Oregon State University Ken has 25 of experience in municipal and transportation engineering and specializes in transportation improvement 50% projects. He has led the design of the storm drain availability improvements, temporary drainage and water line during construction, and water and sewer relocations for projects. He also is experienced in the preparation of the hydrology and hydraulic reports. PAUL MARTIN, TE, LCI ACTIVE TRANSPORTATION TASK ORDER MANAGER I , + REGISTRATION: CAPE C6586 I CA TE 2315 I CA LCI 4936 EDUCATION: BS in Civil Engineering, UC Irvine Paul has 24 years of experience in transportation planning that focuses on improving public travel and safety. He is familiar with active transportation notwork improvement 55% recommendations, corridor analyses, alternative screenings, availability collision analyses and countermeasures. ERIK SMITH, PLA LANDSCAPE ARCHITECTURE TASK ORDER MANAGER REGISTRATION: CA PLA4585 EDUCATION: BS in Landscape Architecture, CSU Poly, San Luis Obispo 50% Erik has 27 years of experience and leads Mark Thomas' availability landscape architecture and planning division. His experience involves a full spectrum of professional services from feasibility studies, master planning, streetscape design and community outreach to construction management. His knowledge of various safety, traffic calming and streetscape issues has been essential to public agency clients in achieving workable solutions. RELEVANT EXPERIENCE Brea Canyon Road Widening, Orange County Campus Parkway Phase 2 & 3 PS&E, Merced County On -Call Civil Engineering Services, Long Beach RELEVANT EXPERIENCE OC Loops Bikeway Study, Orange County Standard Avenue Bikeway, Santa Ana San Fernando Road Beautification and Multimodal Improvements, Glendale Garden Grove Boulevard Complete Street, Westminster RELEVANT EXPERIENCE On -Call Warner Avenue Improvement and Widening Phase 1 Design Firestone Boulevard Widening, Norwalk Long Beach Boulevard Green Street Improvements, South Gate ON -CALL ENGINEERING SERVICES City of Santa Ana MARK THOMAS Page 9 1D. UNDERSTANDING OF NEED PROJECT UNDERSTANDING The City of Santa Ana is seeking consultant engineering design services on an on -call basis for projects throughout the City. STEP 1 The City's CIP is vast with a wide variety of project types. Mark Thomas brings you a team that can deliver the services Project is identified requiring the necessary to address any CIP project. These projects consist of Mark Thomas team. work related to streets and active transportation; sewer, water and storm drain; landscaping and irrigation; traffic studies, engineering and traffic signals; city -owned facilities such as parks, parking lots and buildings; and economic and funding STEP 2 support services. Mark Thomas understands that through the on -call contract, the services may include project management, Mark Thomas' contract conceptual and final design, third party coordination and manager meets with the City permitting, support through the bid and construction phases. staff to discuss the project. Mark Thomas is familiar with providing on -call services, knowing i�� we are to function as an extension of staff to assist in delivering the volume of projects in your CIP. The key to successfully completing on -call services is to have the depth of staff and STEP 3 a strong cadre of specialty subconsultants, including DBE subconsultants to ensure that project specific DBE goals can Mark Thomas develops and be met. With a staff of over 320, Mark Thomas stands ready to submits the scope of work and provide the staff and services needed to support the City. fee for the project. With the resources available to Mark Thomas, multiple task JM> orders can be performed concurrently, and with the strength of the task order managers, these tasks will be delivered on time STEP 4 and on budget. We will help you deliver your CIP and meet your commitment to your community. Mark Thomas meets with the The following work plan represents our general project approach. City to review and finalize Mark Thomas will develop a specific work plan for each task the budget and schedule order for which we are selected. The key to our approach is to requirements. provide the right team for each task. We use a five -step process shown in the figure to the right to ensure timely and effective response to our client's STEP 5 requests for on -call services. Upon approval and receipt of TASK ORDER APPROACH the Engagement Letter, our project manager will mobilize Our approach to on -call contracts is grounded in our the team and begin work. understanding that successful projects, including at the task order level, are a direct result of the following elements: A commitment of our qualified engineering, design, support staff, and additional resources via teaming partners as is necessary to deliver every task order on time and within budget Acting as an extension of City staff, including always looking out for the City's best interest Being responsive and collaborative in order to meet the needs of the City and the public MARK THOMAS Page 10 ON -CALL ENGINEERING SERVICES City of Santa Ana Monitoring design activities and delivery schedules through a committed Quality Assurance/Quality Control process Providing direction on the most beneficial and cost-effective task order solutions Mark Thomas has developed the following general approach to a street and/or active transportation PS&E task order. Ultimately, each task order is completed with a tailored approach according to the City's specific needs, budget, and schedule. For projects with State and/or Federal funding, Mark Thomas will assist the City in the administration and processing of the necessary documents with Caltrans Local Assistance, including right-of-way certifications and Requests for Authorization. PROJECT MANAGEMENT AND ADMINISTRATION Mark Thomas will gather readily accessible information on the KEY DELIVERABLES project and will conduct a detailed project site visit during our scope development process where applicable. This will confirm our project » Agendas & Minutes understanding and help us answer key technical questions, even >> Progress Reports before task order notice to proceed (NTP) is received. We will drive >> Schedule Updates the project schedule, evaluate and monitor budgets, perform quality control, conduct project meetings including agendas, exhibits and >> Quality Control & Audit meeting minutes. BASELINE REVIEW AND PROJECT DEFINITION Our team will conduct a detailed walk audit of the project site, KEY DELIVERABLES identifying existing conditions and deficiencies related to pavement >>Site Audit condition, curb, gutter and sidewalk conditions, ADA compliance and other elements that may affect the proposed project. Survey and >> As -Built Plans mapping will be conducted to provide a project basemap. Other site- >> Utility "A" Letters specific information will be obtained, including as-builts and facility >> Survey & Mapping maps from pertinent agencies and utility owners (utility "A" letter request). CONCEPT/PRELIMINARY DESIGN DEVELOPMENT Early pre -concept design identification of constraints provides us with KEY DELIVERABLES flexibility, allowing for more time to mitigate risks and incorporate cost- effective solutions in the project. Mark Thomas will include preliminary » Preliminary Plans (30%) design tasks in the scope of work for the project. We will analyze >> Cost Estimate alternatives to determine their relative impacts and prepare preliminary >> ROW and Utility construction cost estimates to assist the City in evaluating each Impacts alternative. Environmental For each alternative, if needed, we will identify the right-of-way impacts Clearance and address the required CEQA and NEPA (if necessary due to Geotechnical Report funding) environmental clearance and documentation for the project. �� With the alternative set, additional studies will be performed including WQMP geotechnical, stormwater WQMP, and potholing (if necessary). >> Potholing, if necessary ON -CALL ENGINEERING SERVICES City of Santa Ana MARK THOMAS Page 11 FINAL DESIGN Generally, when a project reaches the final design phase, all KEY DELIVERABLES conceptual/preliminary design tasks have already been completed and environmental clearance obtained. During the final PS&E phase, our » PS&E at 60% & Final team will prepare the project plans in Microstation. Specifications will >> ROW and Utility be prepared based on the Greenbook and City special provisions. A Impacts construction cost estimate will be produced for the City, identifying all >>Utility "B" & "C" Letters bid items along with quantity backup. ROW Legals & Plants Utility coordination will be ongoing through the final design phase with "B" and "C" Letters sent out with any utility impacts identified and cost liability determined, to ensure no delays in construction. Additionally, if a project requires the acquisition of any necessary right-of-way and or easement, our team can produce legal descriptions, appraisal maps, and right-of-way maps necessary for any fee takes or temporary construction easements. CONSTRUCTION PHASE At the completion of the final design phase, Mark Thomas will assist the City through the bid and construction phases of the project. During the bid phase, we will respond to inquiries, assist in addenda preparation if required, and review the bid results. During construction we will support the City construction management and inspection crews, including attendance at the pre -construction meeting, respond to requests for information (RFI), review shop drawings and submittals and prepare as -built record drawings. MANAGEMENT APPROACH KEY DELIVERABLES Bid Addenda (if needed) >> Bid Analysis RFI Responses Submittal Reviews As-Builts For the delivery of an on -call services contract through a task order basis, it is important to have an experienced project manager and a well -thought-out Project Management Plan (PMP). One of the first items of work is to prepare a PMP that sets the expectations and serves as a guidebook as task orders are developed and executed. PROJECT MANAGEMENT PLAN The preparation of a PMP is crucial. PMPs are prepared shortly after NTP and serve as a guide for project implementation and management. The PMP provides a baseline of project objectives to achieve, how it is to be achieved, who will be involved, how it will be reported and measured, and how information will be communicated. With an on -call contract, we create an overarching PMP that includes items such as the contract contact list, communication protocols, budget tracking and invoicing procedures. The PMP will be amended for each specific task order and will include the following: Project Overview and Objectives Project Scope, Requirements, and Deliverables Project Team Roles and Responsibilities Project Budget Schedule and Key Milestones Quality Control Approach MARK THOMAS ON -CALL ENGINEERING SERVICES Page 12 City of Santa Ana While the PMP serves as a guide, it is active and engaged project management that keeps our projects on schedule and under budget. The following are the keys to our successful delivery: Continual Budget Control We use Deltek for all our accounting functions. Deltek has modules "Project Review" and "I -Access" that allow project managers to enter budgets for Mark Thomas and the subcontractors and track spending in real-time. We use these modules to track earned value on our project and will be done for each task order. Our Work Breakdown Structure forms the base for our budget. As shown in the chart, we plan our work using a resource loaded schedule, monitor the project progress, and track the planned budget vs. actuals, and we report this to the City on a monthly basis. We review and report any variations along with a corrective action plan. 20,000 a w d w 15,000 a x w 0 CG 0 10,000 a 0 r 5,000 35% 50% 55% 95% 100% TIME AND COMKITION LEVEL Proactive Schedule Management Our project managers are taught to take a proactive approach for planning project activities, looking ahead and drilling down to track tasks critical to achieving each milestone. Identifying the risks to the project schedule and mitigating them by advancing early activities where possible without the risk changes later in design. Our strategy for keeping projects on schedule is simple, track the action items, communicate key milestones often and over communicate. "Mark Thomas continues to show flexibility and adaptation with changing project circumstances to ensure the project fulfills grant funding budget and schedule. The team is well-rounded, responsive, and proactive to meet project and design team needs." - Sarah Aziz, Project Manager, Port of Los Angeles ON -CALL ENGINEERING SERVICES MARK THOMAS City of Santa Ana Page 13 DELIVERING QUALITY PRODUCTS, EVERY TIME Mark Thomas is committed to delivering quality products that meet the City's expectations. For each project, we develop a project -specific Quality Management Plan (QMP) that will guide the quality review process. We leverage our firmwide Quality Management System (QMS) that provide the tools necessary to ensure quality deliverables. The PMPs/QMPs stipulate the deliverables and schedules for the various levels of quality control reviews to be conducted throughout the project. Our project managers perform on -going reviews as the project develops and Quality Control Reviews/Accuracy Checks are conducted for every completed work product. Before delivering to the client, fresh eyes are provided by Independent Technical Reviews which are conducted by those who are knowledgeable but not involved in the day-to-day project development. Interdisciplinary reviews are conducted on projects that bring together multiple disciplines to proof their integration. Key elements of our QMP include: Subconsultant Quality Response Procedures Mark Thomas requires each of our subconsultants follow our QMP to ensure the entire team is following the same procedures and developing quality products team -wide. Our quality manager will provide necessary training and will perform audits on the subconsultant QA/QC documentation. A formal response procedure is used to track comments received on our deliverables— taking a proactive stance in addressing issues and comments as they arise and tracking them using a Review Comment Matrix through resolution. Our Project Manager personally ensures each comment is resolved prior to the subsequent submittal. To ensure delivery of high quality products, Pat Somerville will head the quality management, verifying all quality control measures have been completed. This includes personally reviewing our response to comments to check that comments have been properly addresses prior to the next submittal. Quality Control Audits Mark Thomas conducts internal quality audits to verify overall conformance with approved policies and procedures and to document any problems related to QA/QC activities. Internal audits will be conducted after major submittals as determined by the Auditor and Project Manager for each project. 'ORMED BY: PERFORMED BY: PERFORMED BY: PERFORMEi nical Leaders Technical Leaders Technical Experts Quality Man Project Managers Constructibility Team To validate all components To provide consistency To use independent peer To verify that the quality within a discipline, among disciplines by I review teams to evaluate control process conforms including specifications, eliminating conflicts and project components with procedures prior to plans, studies, reports, promoting collaboration for thoroughness, client submittal, including standards conformance, in the production of all completeness and QA documentation, quantities, estimates, engineering documents adherence to project closeout checklists, and other documents related to the project I goals and schedules signatures and audits MARK THOMAS ON -CALL ENGINEERING SERVICES Page 14 City of Santa Ana PROJECT EXPERIENCE Mark Thomas has significant experience providing on -call services for local agencies, including well over 50 agencies in California. Locally, these include the cities of Yorba Linda, Anaheim, Fullerton, La Mirada, Montebello, Irvine, Pomona, Rialto, Banning and the counties of Orange, Riverside and San Bernardino. We understand the importance of being flexible and responsive when meeting project needs. We consider ourselves experts in providing task order driven services with limited budgets and reduced schedules. Over the years we have found that the cornerstone of a successful project is for us to operate as an extension of City staff. Our longevity and local experience serve as clear evidence that we know how to manage and deliver projects. Following are a sampling of our relevant projects that demonstrate our ability to deliver a wide range of services. CITY OF SANTA ANA Mark Thomas is currently providing the City of Santa Ana with on -call engineering services as well as separate contracts for additional services. A sampling of our work includes: Santa Ana Grade Boulevard Separation: Provided value engineering services to develop an alternative solution to reduce right-of-way impacts and project costs. Prepared funding strategies and State and Federal funding grant applications for TIRCP and RAISE, respectively. Santa Ana Stadium Structural Repairs: Prepared a memorandum documenting the site investigation, analysis and recommendations for the structural repairs at the stadium. Provided final design services and PS&E for the project. Standard Avenue Bike Lanes: This Bikeway Project was developed collaboratively with the community and formalized in the Central Santa Ana Complete Streets Plan. It addresses multimodal mobility needs with high -quality public space improvement. Mark Thomas is leading the preparation of engineering design plans (PS&E) to right -size and reconfigure two miles of Standard Avenue from Warner Avenue to First Street. The project includes buffered bicycle lanes, separated bikeways, and shared use bicycle routes as well as green conflict striping, crosswalks, and landscaping. The project will include the first protected intersection design within the City at Standard Avenue/McFadden Avenue and continue to anchor Santa Ana as a community that delivers mobility solutions for the residents. Warner Avenue Improvement & Widening Phase I: Provided design services for the widening of Warner Avenue, from Main Street to Oak Street. The project will widen the roadway from a four -lane undivided arterial to a six -lane divided arterial to conform to the City and County Arterials Master Plan. Project includes improvements to the Main Street intersection and five residential streets. The project also includes landscape improvements and permanent water quality improvement features within the parkway areas. Design includes a curb separated Class IV protected bike lane that will connect to the regional Pacific Electric Bicycle Trail Class I. ON -CALL ENGINEERING SERVICES City of Santa Ana MARK THOMAS Page 15 CITY OF YORBA LINDA Under multiple contracts, Mark Thomas has provided services on the following projects or task orders: Savi Ranch Parkway & Yorba Linda Boulevard Widening: Mark Thomas is preparing the PS&E for this $30M project to widen both roadways to improve throughput and turn lane capacity. Work includes widening of the bridge over the Santa Ana River, several new bicycle facilities including Class I barrier separated and Class IV bikeways, roadway widening, retaining walls, traffic signal modifications, off -site improvements, regulatory permitting, utility relocations, right-of-way acquisition and construction staging. Coordination includes City of Anaheim, County of Orange, Caltrans and USACE. Lakeview Avenue Widening Funding Application: Prepared funding application and supporting documentation for the 2023 OCTA CTFP Arterial Capacity Enhancement Program. Project was selected and the final design phase funded. Savi Ranch Parkway Widening Funding Application: Prepared funding application and supporting documentation for the 2022 OCTA CTFP Intersection Capacity Enhancement Program. Project was selected and the final design phase funded. COUNTY OF ORANGE ON -CALL SERVICES Mark Thomas has been providing on -call support for the County of Orange for multiple on -call contracts. Within the last 2 years we have delivered over 13 task orders. In addition, we've had several project specific contracts. Our work includes: OC Loop Segments D and O/P/Q: Under separate contracts, prepared PS&E for the OC Loop Segment D and for O/P/Q, which is a 2.8 mile Class I bike path running along the Coyote Creek. Work includes several bridges over the UPRR and BNSF corridors. Modjeska Grade Road Improvements: The proposed project addresses critical pavement and drainage deficiencies along a 1.2-mile segment of Modjeska Grade Road while balancing community aesthetics and maintaining the rural community character. Silverado Canyon Road Bridge Replacement: Providing PS&E for the replacement of the Silverado Canyon Road Bridge over Ladd Creek. Brea Canyon Road Widening: The project improvements include widening the existing undivided two lane roadway to a four -lane divided roadway, replacing the three existing bridges over the Brea Canyon Channel. Grant Application Assistance: Prepared concept plans and grant applications for ATP Cycle 4 & 5, netting the County nearly $50M for OC Loop Segments O/P/Q. MARK THOMAS ON -CALL ENGINEERING SERVICES Page 16 City of Santa Ana CITY OF IRVINE ON -CALL CONSULTANT SERVICES Yale Avenue: Leading the visioning efforts on Yale Avenue, re -allocating space within the right-of-way to provide a new high quality, low stress active transportation corridor in the City. Work will include the preliminary engineering and preparation of the environmental document. Walnut Avenue/The Mall Traffic Signal Improvements: Mark Thomas is providing final design of a new traffic signal, striping enhancements, ADA upgrades and bicycle and pedestrian improvements at the Walnut Avenue/ The Mall intersection. Bake Parkway/Jeronimo Road Intersection Widening: Mark Thomas is preparing a project report and environmental document for the widening of the Bake Parkway and Jeronimo Road intersection. Work included a traffic study and preliminary engineering for the including of additional left and right turn lanes, bike lanes, widening, utility and right-of-way impacts, and traffic signal modifications Jeffrey Road/Irvine Center Drive Widening: Mark Thomas is preparing the PS&E for the widening of the Jeffrey Road/Irvine Center Drive (ICD) intersection. The improvements will add through, left turn and right turn capacity. Class II bicycle facilities will be provided in each direction. Work includes utility relocation and right-of-way acquisition. CITY OF MONTEBELLO ON -CALL SERVICEQ Systemic Safety Analysis Report: Prepared the citywide SSAR, identifying 12 priority locations that included countermeasures, conceptual layouts and cost estimates. Montebello Boulevard Median Islands & Rehabilitation: Preparing of the PS&E for the addition of new raised landscaped medians on 1.2 miles segment of Montebello Blvd. Project includes the asphalt rehabilitation, ADA ramp upgrades, planting and irrigation. Beverly Boulevard Rehabilitation: Preparation of PS&E for the rehabilitation fo a 0.8 mile segment of Beverly Boulevard. Work includes pavement rehabilitation, ADA upgrades and signing & striping improvements. Plan Checking Services: Reviewing third -party street, grading, utility, storm drain, sewer plans and reports for projects city-wide, including the new Montebello Hills residential tract, the USACE realignment of Lincoln Avenue, and the widening of the Garfield/Wilcox intersection. As -Needed Survey: Reviewing parcel and tract maps, preparing legal descriptions and plats, assisting on clearing ownership issues. Senior Center Remodel: Preparing the remodel plans for the lower level of the Senior Center to provide more flexibility for activity and storage areas. Montebello Park Baseball Field Upgrade: Preparing PS&E for replacing sunken dugouts with surface dugouts, new bleachers, upgrade irrigation system. ON -CALL ENGINEERING SERVICES City of Santa Ana MARK THOMAS Page 17 OUR EXPERIENCE ALIGNS WITH YOUR ON -CALL NEEDS We have experience throughout Southern California taking a wide variety of projects from conceptual to final design PS&E, each with features that align with your scope of services. The table below presents a representative sample of our project experience. LOCATION Santa Ana PROJECT• Standard Avenue Warner Avenue Widening On -Call Services 0 X X X X X X X X CM X X X X X X X X X X X X Irvine Yale Avenue Improvements Bake Parkway/Jeronimo Road Widening Jeffrey Road/Irvine Center Drive Widening X X X X X X X X X X X X X X X X X X X X X X X X Yorba Linda County of Orange On -Call Services _ Savi Ranch Parkway Widening Yorba Linda Boulevard Widening On -Call Services X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X X OC Loop Segment D X X X X X OC Loop Segment O/P/Q X X X X Brea Canyon Road Widening X X X X X X X X X X Montebello On -Call Services X X X X X X X X City of Orange Cannon Street Widening X X X X X X X X X Fullerton On -Call Services X X X X X X Newport Beach Bayside Drive Improvements* X X X X X X X X Westminster Garden Grove Blvd Complete Street Mendez Historic Trail X X X X X X X X X X X X X X X Norwalk Firestone Boulevard Widening X X X X X X X X X X South Gate Long Beach Boulevard Green Street X X X X X X X X X X Temecula Cherry Street Extension X X X X X X X Eastvale Limonite Avenue Gap Closure X X X X X X X X X X X Indio Madison Street/Hwy 111 Intersection X X X X X X X X * City of Newport Beach's Bayside Drive Improvement pictures can be seen on page A-8 and A-13. MARK THOMAS ON -CALL ENGINEERING SERVICES Page 18 City of Santa Ana 1 F. REFERENCES REFERENCES We are proud of our track record of successfully completing projects and meeting the needs of our clients. Below is a list of our client references over the last five years similar to the City's project. We are confident that you will find that the highlighted projects demonstrate our ability to deliver the services you are seeking on your project. We encourage you to call upon our references to verify our working experiences. Multiple Projects including Montebello Boulevard Median Improvements and Rehabilitation, Beverly Boulevard Rehabilitation and Systemic Safety Analysis Report CLIENT REFERE"Irr James Enriquez, PE Director of Public Works City of Montebello (323) 887-1462 jenriquez@cityofmontebello.com Jeffrey Road/Irvine Center Drive Intersection Widening CLIENT REFERENCE Uyenly Bui, PE Senior Civil Engineer City of Irvine (949) 724-7559 uyenlybui@cityofirvine.org Yorba Linda Boulevard Widening, Savi Ranch Parkway Widening CLIENT REFERENCE Jamie Lai, PE Director of Public Works City of Yorba Linda (714) 961-7172 jlai@yorbalindaca.gov ON -CALL ENGINEERING SERVICES City of Santa Ana MARK THOMAS Page 19 APPENDIX JL a 1C. RESUMES 2. SCOPE OF SERVICES AND SCHEDULE 4. CERTIFICATIONS \I MARK CITY OF SANTA ANA ■ ■ T H O M AS On -Call Engineering Services 2. SCOPE OF SERVICES AND SCHEDULE SCOPE OF SERVICES Mark Thomas will prepare a scope of services specifically tailored to each task order received from the City. The following scope of services reflects the a PS&E project for a typical street or active transportation project. TASK 1 - PROJECT MANAGEMENT AND COORDINATION 1.1 Project Management Mark Thomas will coordinate with the City and manage the project team. Management activities include preparing monthly invoices and status reports, which will include summation of work by task, progress relative to adopted project schedule, projected work activities, and outstanding issues. Mark Thomas will adhere to the project budget and will actively manage sub -consultant budget requirements. 1.2 Meetings Mark Thomas will organize, schedule, and lead project meetings. It is anticipated that monthly meetings will be held at a minimum, with other meetings schedule as needed. Efforts includes preparing meeting agendas and meeting minutes summarizing discussion items and action items. Mark Thomas will be available to make presentations to City Council and City Commissions. 1.3 Third Party Coordination Third party coordination will be provided with outside agencies such as the adjacent cities, County, Caltrans, OCTA and others. 1.4 Project Schedule Mark Thomas will develop and maintain a critical path method (CPM) design schedule for each task order. The schedule will be updated as progress is made, with critical path activities clearly shown for team review purposes. 1.5 Quality Control Mark Thomas will prepare and implement our established Quality Control procedures to verify that all deliverables have been reviewed for completeness and accuracy, that the submittals conform to the applicable standards, as well as to check that the deliverable satisfies the purpose and need for the submittal. We will complete and document an independent technical review of each major submittal. Review comments will be addressed prior to submittal to the City. Mark Thomas will review subconsultant submittals according to the same standards. TASK 1 DELIVERABLES Monthly Invoices and Progress Reports Project Schedule and Updates Meeting Agendas and Minutes Exhibits and Presentation Materials Quality Control Documents ON -CALL ENGINEERING SERVICES City of Santa Ana MARK THOMAS Page A-9 TASK 2 - ENGINEERING STUDIES AND FIELD INVESTIGATIONS 2.1 Data Collection Mark Thomas will research and obtain record data for the project site from the City and other sources as necessary. A detailed walk audit will be performed to document existing site conditions, including pavement and concrete conditions and ADA compliance. 2.2 Survey and Mapping Mark Thomas will provide control surveys, establishing the horizontal and vertical control. Aerial photogrammetry (40 scale) and field survey will be performed based on horizontal control (NAD83) and vertical control (NAVD88). Field survey will include data collection necessary for the task order needs and will include cross sections, visible utility and drainage facilities with invert elevations as necessary. 2.3 Right -of -Way Mapping Mark Thomas will perform record research of existing Record of Surveys, Subdivision and Parcel Maps, and Corner Records, to verify existing centerlines together with the necessary field survey ties. Mark Thomas will review Title Reports and supporting documents for use in determining property lines and easements to provide the base right-of-way map. 2.4 Utility Coordination Mark Thomas will identify and plot existing utility facilities within the project area from the acquired maps and as-builts, and coordinate with utility companies affected by the project. Mark Thomas will follow the Caltrans Utility Coordination Process (Caltrans Utility A-B-C Process). Any utility relocation, including adjustments to grade shall be processed and permitted with the various agencies and utility companies. We will coordinate and notify the City of any costs to be paid by the City for utility relocations early in the design process. We will pothole existing utilities crossings, underground structures, and other facilities that could pose a conflict with the proposed project. The Consultant shall track the progress/schedule of the utility company responses and relocation plan preparation in order to have the utility facility relocated prior to construction (preferred), or to ensure final approved utility relocation plans are documented in the City construction plans and the number of working days required by the utility company to construct their facilities clearly identified in the Special Provisions. 2.5 Geotechnical Investigations Mark Thomas, through our subconsultant EMI, will provide pavement studies and geotechnical investigations necessary for each task order. The efforts will include field investigations with shallow corings for pavement analysis and deeper borings necessary for structural analysis. Laboratory testing will be conducted on the sampled earth materials depending upon the project needs. Engineering analysis will develop findings and recommendations for design and construction. These will be documented in a memorandum or report, and include site conditions, geologic hazards, corrosivity, pavement, foundation design, liquefaction bedding and backfill and construction considerations. 2.6 Roadway Hydrology & Hydraulics Mark Thomas will prepare a roadway Hydrology and Hydraulics Report per the Orange County Hydrology Manual for surface and any proposed storm drain facilities designed to accommodate surface runoff. MARK THOMAS Page A-10 ON -CALL ENGINEERING SERVICES City of Santa Ana 2.7 Stormwater Quality Prepare a Water Quality Management Plan (WQMP) per the City and Regional Water Quality Control Board requirements. 2.8 Traffic Analysis The Mark Thomas team will conduct AM peak and PM peak period intersection turning movement counts including bicycles and pedestrians and daily arterial volume counts at the intersection and compare to historical counts. Intersection Capacity Utilization (ICU) calculations will be performed and checked for deficiencies with and without the proposed improvements. Turning volumes will be input to Synchro and a SimTraffic simulation performed to establish the potential length of turn -pockets. TASK 2 DELIVERAW Project Control, Aerial Photogrammetry, Topographic Base Map (Microstation format) Right-of-way Mapping Utility Coordination, Mapping, Potholing and Tracking Matrix Draft and Final Reports for Tasks 2.5-2.8 TASK 3 - ENVIRONMENTAL COMPLIANCE & REGULATORY PERMITTING 3.1 CEQA Clearance On State or locally funded projects, the Mark Thomas team will prepare the necessary environmental document in compliance with the California Environmental Quality Act (CEQA). This includes the preparation of the Notice of Exemption for a Categorical Exemption (CE), Initial Study (IS) leading to a Negative Declaration (ND) or Mitigated Negative Declaration (MND) or an Environmental Impact Report (EIR). The City would be the lead agency reviewing and approving these documents. 3.2 NEPA Clearance On Federally funded projects, an environmental document would be prepared in conformance with the National Environmental Policy Act (NEPA), with Caltrans being the led agency for NEPA approval. This would include the preparation of the Categorical Exclusion, (CE), Environmental Assessment (EA) leading to a Finding of No Significant Impact (FONSI) or an Environmental Impact Study (EIS). 3.3 Technical Studies/Memorandums Supporting technical studies will be prepared as necessary in support of the environmental document. Preparation of one draft and one final analyses/memorandum/report for each potential topic, as needed, are included below: Cultural Resources Paleontological Resources Biological Resources Jurisdictional Delineation VMT Analysis Noise and Vibration Impact Analysis Air Quality and Greenhouse Gas Emission Analysis Phase 1 Initial Site Assessment (ISA) ON -CALL ENGINEERING SERVICES City of Santa Ana MARK THOMAS Page A-11 3.4 Regulatory Permitting: Regulatory permitting applications will be prepared as necessary to support the task orders, including, but not limited to: United States Army Corps of Engineers (USACE) Section 404 Permit for the Clean Water Act (CWA) Regional Water Quality Control Board (RWQCB) Section 401 Water Quality Certification California Fish and Game Code Section 1602 Streambed Alteration Notification TASK 3 DELIVERABLES: CEQA Environmental Documentation NEPA Environmental Documentation (if needed) Draft & Final Technical Studies/Memorandums Regulatory Permitting TASK 4 - DESIGN SERVICES 4.1 Project Plans Mark Thomas will prepare plan submittals at the 35% conceptual level, 65%, 95%, and 100% completion levels. Consultant submittals to City and other applicable agencies or stakeholders shall be complete and shall include all necessary plans, special provisions, estimates, reports, and documents for PS&E approval. Mark Thomas will track and respond to each plan check comment in a matrix to minimize the number of plan check cycles required to achieve approved plans. Plans will be prepared in Microstation and submittals will be made electronically in PDF format. A listing of plans that may be required include: Title/General Notes Sheets Construction Details Typical Cross Sections Plan and Profile Grading Plans Utility Composite Plans and Details Drainage Plan, Profiles and Details Construction Staging/Traffic Handling Sign and Striping Plans Traffic Signal/ITS Plans Street Light Plans Retaining Wall Plans Structure Plans Landscape and Irrigations Plans 4.2 Special Provisions Develop technical specifications as Special Provisions in conformance with American Public Works Association (APWA) Green Book format, including necessary Caltrans standards and specifications, and provide copies of required permits and reference standard plans/materials to be inserted into the City's contract bid documents. MARK THOMAS Page A-12 ON -CALL ENGINEERING SERVICES City of Santa Ana 4.3 Quantities & Cost Estimates Provide a construction quantity take -off list broken down by sheet and an updated cost estimate for each plan check submittal and a final engineer's estimate of the project cost. The quantity calculations will be clear as to where the specific items are located, i.e., reference to station/offset or other method. Source of cost information and justification of bid item unit prices will be provided. 4.4 Right -of -Way Engineering A right-of-way requirements map will be prepared, as required, to identify any permanent or temporary right-of-way needs for the project. Preliminary Title Reports will be obtained, and legal descriptions and plats prepared identifying the area to be acquired. A Record of Survey will be prepared and files, as necessary. TASK 4 DELIVERABLE- » 35% Conceptual Plans PS&E submittals in PDF format at 65% and 100% (Final) Submittals Special Provisions in Word and PDF format at 65% and 100% (Final) Submittals Quantity and Cost Estimates in Excel and PDF format at 65% and 100% (Final) Submittals Response to Comments Matrix (PDF) at each submittal Right-of-way requirements map Legal Descriptions and Plats Record of Survey City of Newport Beach - Bayside Drive Improvements ON -CALL ENGINEERING SERVICES City of Santa Ana MARK THOMAS Page A-13 TASK 5 - BID PHASE SERVICES 5.1 Bid Phase Services Mark Thomas will support the city through the bidding process, providing the following: Attendance at pre -bid meeting Respond to inquiries Assist in the preparation of contract addendums Review of submitted bid documents and provide recommendations on for award of construction contract TASK 5 nF1 IVERARI ES: Responses to inquiries Contract addendums Recommendations for award TASK 6 - CONSTRUCTION PHASE SERVICES 6.1 Meetings Mark Thomas will attend the pre -construction meeting as well as other construction meetings and field reviews as necessary. 6.2 Requests for Information (RFIs) Provide clarification of contract documents and responses to contractor RFIs to the City's construction manager. Plans or details will be revised as necessary. 6.3 Shop Drawing/Submittal Review Mark Thomas will review submittals and shop drawings as requested by the construction manager. The review of shop drawings shall include staging and traffic control, contractor's submittals for substitutions, construction contractor's alternative construction approval, and others as requested by the construction manager. 6.4 Change Order Assistance Consultant will review proposed change orders and make recommendations as requested by the Construction Manager. This effort may include independent cost estimating and schedule impacts. 6.5 As -Built Preparation Mark Thomas will incorporate as -built revisions clouded and noted in the revision block using contractor's record red lines. It is assumed that the Contractor supplied red line drawings are a standalone document, clearly showing all field changes, with no references to RFIs or submittals. TASK b UELIVLKABLES: Responses to RFI, Shop Drawings and Submittals Plan Revisions, as necessary Recommendations on change orders As -Built Plans MARK THOMAS Page A-14 ON -CALL ENGINEERING SERVICES City of Santa Ana ADDITIONAL SERVICES Plan Checking Mark Thomas can provide in-house plan checking services of capital improvements being prepared by developers or outside agencies such as OCTA. Reviews will include all aspects of the project including street improvements, grading, site improvements, stormwater quality compliance, review of supporting reports such as hydrology & hydraulics, traffic, lighting, utilities, as well as right-of-way documentation, including tract and parcel maps. Construction Management Mark Thomas has the capability to provide full -service construction management services in support of your projects, including construction manager, resident engineer, inspector, and office engineer positions. Grant Funding Mark Thomas has in-house capabilities to identify, track and prepare grant funding applications to assist in securing outside funding for the City's projects. Mark Thomas will conduct research to identify grant resources including, federal, state, Metro, other regional agencies, and organizations at all levels, that target elements of the City's CIP, funding needs, and priorities. The funding sources will be documented in a grant funding resource table that will include grant funding program, eligible components, dates of next funding opportunity, and success probability. Grant funding applications can vary widely based upon the various program requirements. In general, all applications will include the preparation of grant narratives, maps and exhibits, and letters of support, however, the length of narratives can change and not all funding programs require benefit cost analyses (BCAs). This scope will be developed depending on the particular grant being pursued. City of Norwalk - Local Streets Rehabilitation Program, Zone 27 ON -CALL ENGINEERING SERVICES MARK THOMAS City of Santa Ana Page A-15 w Q U v r r 2 = L a a � u r r E E E E � r � E y 2 E E E G � o � m O m O D � L V Z C Y 5 u T N �L va = g C E o ° y � 8 � a G f ° rc 27FI r � N T E - a g a .� C m _ g w w b ao " e E g g aw a W u g 5.a 0> n g U 3 m e 3 ioa> y o 3 w y W 3 g u a .S2 Eva r ci t c°i m� m o N ❑a�amit 9� d i a R v o m n Y e N Z 2� — N O 1 m ad ¢� + C a Q a O��¢N ti o Q d 0 K O K H U o. ❑ A m U � N F JL y F R 2 Y F N F F N NN N FFI �D N N N N N M' M M wI M fbp M M M V V V V� V V V V V N' YN1 N VV- �O N co Q N 4. CERTIFICATIONS Appendix ATTACHMENT 3-1: NON -COLLUSION AFFIDAVIT CERTMCATIONS NON -COLLUSION AFFIDAVTT ('Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS In accordance with Title 23 United States Code Section 1I2 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a taise or sham bid, and has not directly or indirectly colluded, conspired, connived or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding, that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, 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 bid are (rue; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid 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 bid. Note: The above Non -collusion Affidavit is part of the Proposal. Signing this Proposal on the signature portion thereof shall also constitute signature of this Non -collusion Affidavit. BIDDERS are c o�ntd that making a false certification may subject the certifier to criminal prosecution. Signed State of California County of ornia Subscribed and sworn (or affnumd) before me on this First day of March , 20K3, by Sarin Johnson _, pm to me ua the basis of satisfactory evidence to be the persons) who appeared before me. Notary Public Signature Notary Public Seal City of Santa Ana RFP Page A3-t ON -CALL ENGINEERING SERVICES MARK THOMAS City of Santa Ana Page A-17 CALIFORNIA JURAT A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document, to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. STATE OF CALIFORNIA } COUNTY OF ni 1-11 Subscribed and sworn to (or affirmed) before me on this c)� °' day of / _ . Date Month Year by lol?ei w c_L) L '-0 L,- v Name of Signer proved to me on the basis of satisfactory evidence to be the person(s�who appeared before me. TORU HORIMACHI ys s Notary Public • Calif".z Signature: - < _ Orange County > Signature of Notary Public = = Commission k 2387012 " •°�"� My Comm. Expires Jan 11, 2026 Seal Place Notary Sea! Above --------------------------------------------------- OPTIONAL --------------------------------------------------- Though this section is optional, completing this information can deter alteration of the document or fraudulent attachment of this form to an unintended document. Description of Attached Document�1/J Title or Type of Document: /(/` 0 "1 s/ D w Document Date: Number of Pages: Signer(s) Other Than Named Above: MARK THOMAS ON -CALL ENGINEERING SERVICES Page A-18 City of Santa Ana Appendix ATTACHMENT 3-2; NON-LOBBYTNG CERTIFICATION CERTIFICATIONS The prospective participant certifies, by signing and submitting this hid or proposal, to the best of ltis or her knowledge and belief, that: 1. Nu federal appropriated funds have been paid or will be paid,by or on behaIfofthe undersignei� 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 fcdcraI contract, grant, loan, or cooperative ageenrent. 2. If any funds other than federal appropriated funds have been paid or wilt be Raid to any person for influencing or attempting to influence any off cot or employee of any federal agency, a Member of Congress, an off -Leer or employee of Congress, or an employee of a Member of Congress in connection with this federal contrract, grant loan, loan or cooperative agreement, the undersigned shall complete and submit a "Di seIosam of Lobbying Activities'. This certification is a material representation of Fact upon which reliance was placed when this transaction was made ❑r entcred into, Submission of this ccrti tic ati on is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U. S. Code. Any person who fails I file the required certification shall be subject to a civil penalty of not less than S10,000 and not more than S 100,000 for each such failure. The prnspectivc part icipani also agrees by submitting his or her hid or proposal that he or she shall require that the language of this ccrtification be included in all lower tier subrontracis, which exceed $100,000 and that all such sub recipients shall ccitify and diaelnse accordingly, Firm Mark Thomas Sighed and Printed blame: �6� � Darin Johnson, PE 'title Associate Principal Date 03/14/2023 City of Santa Ana RFP Page A3-2 ON -CALL ENGINEERING SERVICES MARK THOMAS City of Santa Ana Page A-19 Appendix ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION CERTIFICATIONS The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination, rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. 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 fiuther 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. 7. 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 City of Santa Ana RFP Page A3-3 MARK THOMAS Page A-20 ON -CALL ENGINEERING SERVICES City of Santa Ana 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 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 sub -consultant 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. $. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, No discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter, Signed: Title: Darin Johnson, PE I Associate Principal Firm: Mark Thomas 03/14/2023 Date: City of Santa Ana RFP Page A3-4 ON -CALL ENGINEERING SERVICES MARK THOMAS City of Santa Ana Page A-21 ter- \I MARK THOMAS IRVINE 2121 Alton Parkway, Suite 210 Irvine, CA 92606 • (714) 815-5222 San Jose • Carmel • Cupertino • Fresno • Inland Empire • Irvine Lakewood • Oakland • Roseville • Sacramento • San Carlos • Walnut Creek EXHIBIT C COMPENSATION Consultant's Fee Proposal including hourly rates if applicable FEE PROPOSAL 1 (SEPARATE ENVELOPE) \I MARK CITY OF SANTA ANA ■ ■ T H O M AS On -Call Engineering Services 3. FEE PROPOSAL MARK THOMAS & COMPANY, INC. RATE SCHEDULE EXPI RES JU N E 30, 2024 Engineering Surveying Design Engineer 1 $88 - $145 Surveyor $109 - $155 Design Engineer 11 $109- $177 Sr. Surveyor $123 - $187 Project Engineer $147 - $184 Project Surveyor $144 - $219 Sr. Project Engineer $158 -$216 Sr. Project Surveyor $167 - $226 Sr. Technical Engineer $158 - $216 * Single Chief $153 - $203 Technical Lead $182 - $248 * Single Instrumentman $144- $181 Sr. Technical Lead $217 - $316 Single Chainman $135 - $177 Engineering/Design Manager $282 - $361 * Apprentice $81 - $139 Sr. Engineering Manager $311 - $452 * 1 Person Field Crew $153 - $203 * 2 Person Field Crew $288 - $407 Construction Management * 3 Person Field Crew $369 - $584 Office Engineer $109 - $207 * Asst Resident Engineer $155 - $284 Technicians * Inspector - CM $150 - $284 Intern $47 - $103 RE/Structural Representative $205 - $345 Technician/Office/Survey Technician $62 - $129 Area Manager - CM $308 - $452 Sr. Technician/Survey Technician $91 - $177 Lead Tech nlciariurvey Technician $123 - $200 Planning Planner 1 $82 - $106 Project Management & Oversight Planner 11 $106- $132 Project/Survey Manager $182 - $258 Sr. Planner $120 - $165 Sr. Project/Survey Manager $217 - $345 Division Manager $244 - $381 Landscape Architecture/Urban Design Principal $390 - $461 Landscape Designer 1 $76 - $113 Landscape Designer 11 $94 - $142 Project Support Landscape Archltect $109- $190 Technical/Sr. Technical Writer $59 - $171 Sr. Landscape Architect $117 - $213 Project/Sr. Project Assistant $70 - $132 Project/Sr. Project Coordinator $94 - $168 Grant Writing Graphic/Sr. Graphic Designer $100 $187 Funding Specialist $109 - $210 Project/Sr. Project Accountant $103 -$177 Sr. Funding Specialist $147 - $226 Sr. Graphic Manager $141 - $207 Funding Manager $249 - $326 Project Accountant Manager $155 - $216 District Management Special Services Inspector - Apprentice $59 - $106 Expert Witness $470 * Inspector/Sr. Inspector $97 - $158 Strategic Consulting $470 Assistant/Associate Sanitary Engineer $138 - $207 Sanitary/Sr. Sanitary Project Engineer $161 - $281 Operations/Deputy District Manager $223 - $339 District Manager -Engineer $305 - $368 Reimbursables Including, but not limited to, reproductions, delivery and filing fees, outside consultant fees, and survey field expenses will be billed at CostPlus 5% Mileage will be billed per currentIRS Rate. Addriionoi promotional steps exist mthin vanous rate mtegories This rate schedule expires June 30, 2023, rates are subject to esmiotion with new houriy rate schedules ofJuly 7, 2024 * These charge rates are subject to Prevailing Wage laws and Union contract.. RATE SCHEDULE (X) I PAGE 1 OF 1 ** but shall not exceed 3% ON -CALL ENGINEERING SERVICES City of Santa Ana MARK THOMAS Page 1 EXHIBIT 6 CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND PSOMAS FOR ON -CALL ENGINEERING SERVICES THIS AGREEMENT is made and entered into on this 16th day of May, 2023 by and between Psomas ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On February 21, 2023 the City issued a Request for Proposal No. 23-030, by which it desired to retain a Consultant having special skill and knowledge in the field of: Professional Engineering Services on an on -call basis for the City's Public Works Agency. B. Consultant submitted a responsive proposal that was among those selected by the city. Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-030. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-030, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in "Scope of Services - Exhibit A", attached hereto and incorporated by reference, and as further described in Consultant's Proposal, attached hereto an incorporated herein by this reference as "Consultant's Proposal - Exhibit B". 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant's Fee Proposal, which is attached hereto and fully incorporated herein by this reference as "Compensation - Exhibit C". Consultant is one of fifteen (15) separate consultants selected to provide services on an on -call basis under RFP 23-030. The total compensation for services provided by all consultants selected under RFP 23-030 shall not exceed the shared aggregate amount of $5,000,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. b. Payment by City shall be made within forty-five (45) days following receipt of proper Page 1 of 10 invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. Notwithstanding any contrary terms contained within Consultant's Fee Proposal, Consultant's fees shall not exceed 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws. 3. TERM This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to a one, two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 6. INSURANCE Consultant 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 Page 2 of 10 the performance of the work hereunder and the results of that work by the Consultant, its agents, representatives, employees or subcontractors. a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section. b. Insurance coverage shall be at least as broad as: (i) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit 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. (ii) Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage. (iii) Workers' Compensation insurance 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. (iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. (v) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. d. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions: (i) Additional Insured 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 Consultant including materials, parts, or equipment furnished in connection with such work or operations. Page 3 of 10 General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary 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 Consultant's insurance and shall not contribute with it. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. 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. (v) Self -Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. 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. (vi)Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims -made basis: • The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. • Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. Page 4 of 10 • 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 Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work. (viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix)Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors. (x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity Page 5 of 10 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 Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. Page 6 of 10 12. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. Page 7 of 10 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Jennifer L. Hall Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 Page 8 of 10 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 Fax: To Consultant: Joseph Boyle Vice President Psomas 5 Hutton Centre Drive, Suite 300 Santa Ana, CA 92707 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signatures on following page] Page 9 of 10 SIGNATURE PAGE FOR CONSULTANT AGREEMENT BETWEEN CITY OF SANTA ANA AND PSOMAS FOR ON -CALL ENGINEERING SERVICES IN WITNESS WHEREOF, 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. CARVALHO City Attorney M B ' ON THAN T. MAR INEZ Assistant City Attorney RECOMMENDED FOR APPROVAL: NABIL SABA Executive Director Public Works Agency CITY OF SANTA ANA KRISTINE RIDGE City Manager CONSULTANT: Josephdoyle {q�20Z315:45 PDT} JOSEPH BOYLE Vice President Page 10 of 10 EXHIBIT A SCOPE OF SERVICES Appendix ATTACHMENT 1 SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR ON -CALL ENGINEERING SERVICES RFP NO. 23-030 INTRODUCTION/BACKGROUND The City of Santa Ana intends to retain Civil Engineering Consultants on an as -needed or "on -call" basis. A Professional Services Agreement will be entered into with several of the qualified firms Civil Engineering consultant(s) to provide professional services for a variety of projects on an on -call basis. On an on -call, as -needed basis, the selected firm(s) may later be asked to provide professional engineering services proposals on specific, project -by -project basis, based on an agreed -upon specific scope of services and fees. In general, work consists of general engineering design projects. Funding sources for each project may vary for each project/task order assignment shall comply with the funding agency's requirements. The projects may include water and sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, traffic signal modifications; landscaping and irrigation systems; park and recreational design, grant application writing, and other related projects as required. On occasion, environmental and planning support services may also be requested. The City may need consultant services for mapping and legal description preparation, construction management, staking and inspection. Occasionally the City may also need geotechnical, electrical, mechanical, structural, and other specific infrastructure related services. The consultant shall be able to assist the City through this contract to provide the necessary services. The consultant shall utilize in-house staff and/or sub -consultants to complete the assignments to meet the City standards. For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. Prime consultant mark-ups for sub -consultant work will not be allowed. All proposals, plans, drawings, specifications, estimates, grant applications, and/or studies will be subject to the final approval and satisfaction of the City of Santa Ana. City of Santa Ana RFP 23-030 Page Al-1 Scope of Services The work consists of general engineering design and cost estimating for civil works projects, City facilities, Parks and other related projects as required. The work in general, consists of work in the following areas and not limited to: • Civil- Design • Transportation/Traffic Structural Geotechnical • Land Surveying • Architectural • Landscape Architectural and Irrigation * Environmental • Electrical - Mechanical • Instrumentation and Control Systems Fire Protection Land Surveying • Financial and Economic Consulting Engineering In addition to general engineering design projects Consultants may be asked to perform the following tasks: Hydraulic modeling of the water distribution, storm water, and sewer collection systems Evaluations, studies and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations, EIectrical and industrial control systems evaluations, studies, drawings, documentation and recommendations • Mapping Services Legal Description Preparations Grant Writing- Services • Environmental/Planning Support • Construction Management Support • Pavement Management Special Engineering Studies/Reports/Compliance and Investigations Regulatory Compliance with Federal and State and Local Agencies Financial/cash flow analysis- public works programs • Assessment and District Formation Services Sustainable Infrastructure Services • Right of Way Studies If there are any exceptions to the core of requested services, proposers shall list said exceptions in their proposal (matrix form). City of Santa Ana RFP 23-030 Page Al-2 For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. The selected consultants must have the expertise, experience, and demonstrated resources available to perform the work described in this RFP. General Requirements and Project Deliverables The Consultant's services for plans specifications and estimating (PS&E) for engineering project preparation and special studies/investigations shall include and in be in conformance with the latest editions of the following: Title 24 of the California Code of Regulations (California Building Standards Code). American Water Works Association, California Department of Transportation, the Americans with Disabilities Act, the City of Santa Ana Municipal Code (SAMC), professional Standards established by the City, and or federal, state and local guidelines established in the project. As part of the preparation of the PS&E, the consultant shall prepare the special provisions pertaining to the items of work included in the plans that are not addressed on the latest editions of the applicable standards. The Consultant shall have complete responsibility for the accuracy and completeness of all documents and plans prepared. The plans will be reviewed by the City of Santa Ana for conformity with the requirements of the Agreement. Reviews by the City of Santa Ana do NOT include detailed review or checking of design or the accuracy with which such designs are depicted in the documents and the plans. The documents and plans furnished under the Agreement shall be of a quality acceptable to the City of Santa Ana. The criteria for acceptance shall be a product of neat appearance, well organized, technically and grammatically correct, checked, and dated and having the maker and checker identified. The Consultant shall have project management control procedures in effect during the entire time work is being performed under the Agreement. This task shall include the following: Project Management Plan — the consultant shall provide a detailed management plan including information and coordination with other agencies to ensure compliance and completion of the (PS&E) packages. This plan shall include all milestones and task breakdown for each of the tasks and subtasks included therein. The project management shall be submitted to the Project Manager for review and within 15 calendar days of the issued Notice to Proceed • Deliverables • Quality Control/Quality Assurance (QA/QC) Plan • Project Schedule/invoicing • Project Correspondence In case of conflict, ambiguities, discrepancies, errors, or omissions, the consultant shall submit the matter to the City for clarification. City of Santa Ana RFP 23-030 Page Al-3 The Consultant shall perform engineering design services resulting in contract documents (plans, specifications and cost estimates "PS&E") for various projects on an as -needed basis. However, work tasks may include studies or a variety of engineering tasks. If requested by the City, the Consultant shall provide a Work Plan which includes a detailed schedule of the assigned project prior to the issuance of Notice to Proceed and/or Task Order. Specific Task Orders with Notices to Proceed ("NTPs") will be provided for project(s) at the discretion of the City. Work required per Task Order shall comply with the Scope of Services and additional provisions in each Task Order and this agreement. The following services/items shall include but are not be limited to: 1. Research existing records of utility companies and agencies and coordinate the proposed improvements with existing field conditions. 2. Conduct an environmental assessment for each project and prepare all documentation required to comply with California Environmental Quality Act (CEQA), and or National Environmental Protection Act (NEPA). (If required) 3. Provide all field survey and topographic work necessary to complete the design effort. Design level survey and base mapping of the project site shall be prepared in US Customary English units by a California licensed Land Surveyor in accordance with the City guidelines and in Microstation V8i Computer Aided Design and Drafting (CARD) format. The horizontal datum shall be NAD 83 and the vertical datum shall be NAVD 88. All survey field notes shall be on forms provided by the City, shall be neatly completed in pencil, and shall become property of the City upon completion of the project. Informal field investigations including marking of removal areas may be required for some of the sidewalk, curb and gutter, and pavement replacement projects. 4. Complete the design of projects including plans, specifications, and engineer's construction cost estimate. The Consultant shall contact manufacturers and/or contractors to verify the engineer's estimate prior to submitting to the City. Specifications shall be prepared in Microsoft Word and an electronic copy of the final version shall be furnished to the City. The City will provide the specification boilerplate to the Consultant. 5. If requested, all preliminary and bid sets of plans shall be plotted on bond or velum paper using Microstation V8i CADD software program. All drawings shall be completed per the City of Santa Ana CADD Standards and any special provisions thereof. For interim submittals, the City may opt to receive only PDF versions of the plans for reviewing purposes. If so, the Consultant team will provide plans and/or specifications accordingly. 6. All original plan sheets, the title sheet of the specifications, calculations, and reports shall be signed and stamped by the Consultant's licensed professional engineer responsible/in-charge of the project. City of Santa Ana RFP 23-030 Page Al-4 7. If a part of the on -call project scope, the Consultant shall provide support services during the bidding and construction phases of the project, including, but not limited to: a. Respond to bidder inquiries during the bidding process, including preparation of any addenda. Following award of the construction contract, the Consultant shall attend the pre -construction meeting. b. Review and approve all submittals and shop plan drawings required supporting the construction contract. The Consultant shall complete shop drawings reviews within two (2) weeks of receipt. Contract Change Order reviews shall be completed within two (2) working days of receipt. c. Respond to written Requests for Information (RFI) to provide clarification or resolve discrepancies in the contract documents. Responses shall be completed within three (3) working days. d. Provide periodic field reviews and bring to the attention of the City of Santa Ana any defects or deficiencies in the work by the construction contractor which the Consultant may observe. The Consultant shall have no authority to issue instruction on behalf of the City of Santa Ana, or to deputize another to do so. 8. If included in the on -call project scope, upon completion of construction, the Consultant shall prepare as -built plans and submit them to the City. The Consultant shall incorporate all changes to the plans electronically with all necessary revision notations. Once plans have been updated, a signed set of as -built plans shall be submitted to the City with an electronic copy (in Microstation V8i CADD and pdf formats) of the final as -built drawings via CD ore - mail. 9. The Consultant shall monitor the project progress, maintain project files, and control the quality of the work performed by in-house staff and/or sub -consultants. Incomplete (not meeting targeted completion) or poor quality work will not be accepted. The Consultant shall revise the documents within a revised schedule set by the City, which may require overtime. No additional compensation necessary for the consultant to complete this work to the satisfaction of the City shall be approved by the City for the required revisions. It is the responsibility of the Consultant to produce a professional -level quality of work product. 10. If included in the on -call project scope, attend meetings with the City staff as required 11. If included in the on -call project scope, the Consultant shall coordinate plan check, design topics, permits and any other issues with the City, other Agencies, and all utility companies as required. At the direction of the City, the Consultant shall be the liaison with affected agencies. 12. If included in the on -call project scope, the Consultant shall be responsible for reviewing and approving addenda and clarifications to plans and specifications. All information regarding the plans and specifications and or documentation related to the project and approved by the City, will then become property of the City. City of Santa Ana RFP 23-030 Page Al-5 A more detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. All tasks orders shall include the staff title, hours, hourly rate and totals as related to the project. Construction Plans, Standard Specifications and Estimate (PS&E) Preliminary Design - Attend project scope meeting with City Staff to review project details. Consultant shall field review, inspect and conduct all necessary surveys to prepare a Preliminary Design Report (PDR) or alternatives, preliminary cost estimate and preferred alternative as requested by the project manager. A (PS&E) package shall be submitted to review at 30% design for independent City review A (PS&E) package shall be submitted to review at 60% design for independent City review A (PS&E) package shall be submitted to review at for FINAL independent design review. The City will review and comment on the PS&E packages with a turnaround goal of (2) weeks. One (1) copy of the documents with comments will be returned to the consultant. Unless, several agencies are involved in the review process multiple documents with comments will be provided to the consultant. After the final design continents have been incorporated the consultant shall provide the City with final (PS&E) package ready forbid. See Section - General Requirements and Project Deliverables Section. Project Schedule and Progress: Progress review meetings shall be held at intervals deemed appropriate by the City. The Consultant shall furnish two copies of all completed work or partially completed update/status since the last progress review meeting. Progress reports shall be submitted monthly in electronic format indicating achievements and project schedule progress. Ci1y Responsibilities: The City will provide information in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein. Furnish scope of work and provide general direction as needed for the assigned project • All plan check coordination within the City Advertise, award, and administer of construction contract • Electronic files (sample plans & specifications, City of Santa Ana's CADD Standards) • Electronic files for title sheets and sheet borders Facilitate meeting space and coordination and City facilities City of Santa Ana RFP 23-030 Page Al-6 Fee Proposal_ In addition to Section N.B.3 (Submittal Requirements: Fee Proposal) fee schedule shall be structured as follows: The fee proposal shall include the firm's standard hourly fee schedule, and/or project fee schedule where applicable and as outlined in this this documents. A list of all positions and hourly rates required to perform the services described herein shall remain valid for one (1) full calendar year following contract execution. Subsequent rates shall be renegotiated between the firm and the City. Amore detailed scope of work will be provided when/ifa specific project or Task Order proposal is requested of a consultant. Other Terms and Conditions: 1. The project will be implemented in compliance with the City of Santa Ana's policies, as well as Prevailing Wages and State/Federal Requirements. 2. The City regards the inclusion of California based designs, engineering, and construction professionals, facilities, and services as part of the Team to be highly desirable, but not mandatory. 3. The City reserves the right to amend this Request for Proposal by addendum prior to the final dates of submission. 4. All reports, proposals, or other data or materials which are submitted shall become the sole property of the City of Santa Ana with the exception of the confidential Financial Capacity information and sealed fee proposals which will be returned to all proposers after award of contract to the selected Team 5. All products used or developed in the execution of any contract resulting from this request will remain in the public domain at the completion of this project. 6. The City has an affirmative action program. The purpose of the affirmative action program is to encourage certified minority business enterprises and women business enterprises. All submitting firms must have established affirmative action programs approvable by the City. During the RFP stage, all firms will need to complete a "Certification of Non -Discrimination by Contractors" for each firm on their team. City of Santa Ana RPP 23-030 Page AIJ EXHIBIT B CONSULTANT'S PROPOSAL a D RFP No. 23-030 Submitted electronically via PlanetBids Submitted five hard copies to Sean Thomas at City of Santa Ana, Public Works Agency; M-36 (per RFQ) or M-26 (per PlanetBids) 20 Civic Center Plaza, Ross Annex, Santa Ana, CA 92701 Balancing the Natural and Built Environment March 14, 2023 Submitted electronically via PlanetBids and provided five hard copies Sean Thomas, Project Manager City of Santa Ana, Public Works Agency 20 Civic Center Plaza, M-36 (per RFQ) or M-26 (per PlanetBids) Santa Ana, CA 92701 Subject: Proposal for On -Call Civil Engineering Services, RFP No. 23-030 Dear Mr. Thomas: Psomas is providing for your review and consideration our proposal for On -Call Engineering Services. Our project team has reviewed the RFP and understands the City of Santa Ana is looking for qualified firms to assist them in providing the necessary civil engineering design services on an as -needed basis. Therefore, Psomas has assembled a project team of highly qualified professionals who are experts in their fields. Leading the team is Project Manager, Maira Salcedo, PE, ENV SP, who will also serve as the City's primary point of contact for the duration of this contract. Maira's relevant project experience includes serving as Project Manager for the City's Well 29 Rehabilitation project and the Walnut Pump Station Upgrade project. In addition to her extensive water facility design experience, Maira has recent relevant experience in water pipeline design and the rehabilitation of sewer mains. Maira's qualifications include training through the NASSCO PACP (Pipeline Assessment Certification Program) and MACP (Manhole Assessment Certification Program), making her uniquely qualified to assess the condition of sewer mains and manholes. Supporting Maira is Matt Heideman, PE, QSD/QSP, ENV SP. Matt is an expert in all facets of civil engineering design, including site design, drainage, roadways, and parks. 1.113. Contract Agreement Statement: Psomas has read the City of Santa Ana's Standard Agreement and concurs with all provisions as contained in the Agreement provided in the Appendix section of the RFP as Attachment 2. As Principal -in -Charge and a Vice President of Psomas, I, Joseph Boyle, have the authority to contractually bind the company. We consider the City of Santa Ana one of our top clients and look forward to continuing to provide professional services that exceed your expectations. Respectfully, P S O M A S J� Joseph L. Boyle, PE Vice President Maira Salcedo, PE, ENV SP Project Manager/Primary Contact 5 HUTTON CENTRE DRIVE SUITE 300 SANTA ANA, CA 92707 TEL 714.751.7373 FAX 714.545.8883 WWW.PSOMAS.COM STATEMENT OF QUALIFICATIONS ...............1.1 -1.14 Cover Letter/Contract Agreement Firm and Team Experience........................................1.1 WP Understanding of Need.............................................1.5 Willingness to Comply with AgreementTerms...........,.........................................1.14 References................................................................1.14 SCOPE OF SERVICES AND SCHEDULE .......... 2.1 - 2.4 11 FEE PROPOSAL.............................Submitted Separately CERTIFICATIONS....................................................4.1 - 4.4 ES ATTACHMENT -RESUMES.................................5.1 - 5.46 FIRM OVERVIEW Dedicated to balancing the natural and built environment, Psomas provides sustainably engineered solutions to public and private sector clients. As a full -service consulting firm, we help our clients create value by planning, designing, and delivering complex projects. Markets served include water, transportation, land development, and energy with the following services offered: ► Water and wastewater engineering ► Construction and project management ► Civil engineering ► Land surveying and geospatial services including use of drones, 3D laser scanning and subsurface utility locating ► Site development engineering ► Transportation and traffic engineering ► Structural engineering ► Environmental planning and resource management ► Land planning and urban design ► Land use entitlements ► GIS consulting Psomas is a recognized leader and longtime proponent of environmental, social, and economic sustainability and brings a truly holistic approach to our practice and our projects. A founding member of the Institute for Sustainable Infrastructure (ISI), Psomas is committed to promoting a progressive standard of sustainability in both design and company policy. We currently have over 80 staff who are ENV SPs (Envision Sustainability Professionals through ISI) and/ or LEED APs. The cornerstone of our business approach is to first focus on our clients' long- term needs and then direct our strategic growth accordingly. Our core strength is our multi -disciplined teams of experts —top-notch staff who produce award - winning projects for our clients through innovation, creativity, and cutting -edge technical expertise. Founded in 1946, Psomas provides services from offices throughout California, Arizona, Utah, and Washington. Demonstrated Record of Success Psomas has been providing engineering design and planning services to the City of Santa Ana for over 25 years. From the rehabilitation of aging infrastructure to the design of new systems, Psomas' strength is in providing economical solutions that minimize impacts to residents and the environment, as well as minimizing costs to City rate payers. Key Personnel Qualifications We have assembled a project team that is well suited to the specific requirements of this contract, headed by our primary point of contact and Project Manager, Maira Salcedo, PE, ENV SP. Maira has extensive recent experience with water facilities, such as pump stations, wells and pipelines, as well as sewer replacement and rehabilitation projects. She is highly familiar with the City of Santa Ana staff and design criteria, having served as the project manager for the City's Walnut Pump Station Upgrade project and Well 29 Rehabilitation project. Maira has recent experience in managing sewer rehabilitation/replacement projects for the Long Beach Water Department, City of Hermosa Beach and Rossmoor/Los Alamitos Area Sewer District, and is currently serving as District Engineer, on a consulting basis, for Rossmoor/Los Alamitos Area Sewer District. SUBCONSULTANTS We contract only with companies that have proven track records of providing exceptional quality work products in a timely and cost-efficient manner and, therefore, have included the following subconsultants on our team as shown below and on the following page: SPEC Services, Inc. (SPEC) SERVICES Electrical and Controls SPEC Services, Inc., is located in Fountain Valley and has over 40 years of 10540 Talbert Avenue experience in multi -discipline projects. Their core engineering and design Suite 100 disciplines include mechanical, electrical and controls, civil/structural, pipeline, Fountain Valley, CA 92708 survey, construction management, process systems, project controls, and T. 714.963.8077 other support disciplines. They have engineered and designed thousands of projects, including pump stations, storage and distribution terminals, and process facilities throughout the west and southwest. They have more than 30 years of experience in water and wastewater facilities, including extraction water wells, treatment plants, reservoirs, and pump stations. Arcon Structural Engineers, Inc. (Arcon) A R C 0 N Structural Engineering Arcon is a structural engineering consulting firm founded as a California 223Gilberto corporation in June 1998. The firm specializes in structural design of new E Suite E office, commercial, industrial and residential buildings, and support structures Rancho Santa Margarita CA 92688 for telecommunications and mining industries, as well as in the design of civil structures related to transportation and infrastructure construction and T. 949.766.5102 rehabilitation. The firm is experienced in providing these services for private sector projects led by civil engineering firms, architects, developers and constructors, and public sector projects under the jurisdiction of Caltrans and other local county and city agencies. NPD Associates, Inc. npd ill Architectural Design In 2001, James Reed founded NPD Associates, Inc., with the express 18022 Cowan, suite 27o Irvine, CA 92614 purpose of providing innovative development and architecture. As Principal -in - Charge, Jim offers his leadership and expertise in conjunction with other team T: 858.344.8900 members. Sustainable design is a cornerstone of the practice. NPD provides architecture, engineering, and project/program management services. r"l 1 GMU Geotechnical, Inc. (GMU) ur V Geotechnical Engineering GMU Geotechnical, Inc. (GMU) has been providing geotechnical services to 23241 Arroyo Vista a wide variety of private and public sector clients in Southern California for Rancho Santa Margarita, CA over 50 years. This includes a long history of capital improvement projects for Orange County and private development projects within County jurisdiction. T. 949.888.E88.6513 GMU has extensive experience in the design and construction of numerous public works projects, including roads, bridges, flood control channels, pavement projects, streetscapes, parks, and other infrastructure improvement projects. GMU also has a complete in-house laboratory that is approved by Caltrans, County of Orange, City of Los Angeles, and other public agencies. Lynn Capouya, Inc. (LCI) Landscape Architecture Lynn Capouya, Inc. (LCI), founded in 1979, is a privately -owned full -service 17992 Mitchell Avenue, Landscape Architectural firm specializing in public works, infrastructure, Suite 110 master plan, sustainability, and campus projects. LCI currently employs Irvine, CA 92614 a full-time staff of 10 with three licensed landscape architects, two LEED T. 949.756.0150 accredited professionals, and a certified irrigation designer/water auditor. A Coffman Engineers, Inc. (Coffman) COFFMAN Fire Protection ENGINEERS Coffman is an engineering firm with a national network of 700+ employees 1401 Dove Street offering multidiscipline capabilities. Coffman opened its doors in California Suite 240 Newport Beach, CA 92660 in 2001, providing valuable services in structural and seismic design to the industry. They have grown to include six regional offices throughout California, T: 949.623.9957 including Orange County, San Diego, Downtown Los Angeles and Encino, and the Bay Area (Concord and Oakland). With the support of over 150 local employees, their region offers clients civil, fire life safety, fire protection, electrical, mechanical, plumbing, and structural engineering services along with acoustical consulting and commissioning. RESUMES The Psomas team members are highly qualified and have a proven record of responsiveness for our clients. Staff assigned to this contract understand the importance of coordinating closely with City staff to move project construction and maintenance projects forward in a manner that meets the City's objectives and schedule constraints, while at the same time complying with applicable City requirements. Resumes for all personnel shown on the organization chart below are included as an attachment at the end of this document. ORGANIZATION CHART An organizational chart identifying Psomas' committed team for this On -Call Engineering Services contract, as well as their roles, reporting relationships, and availability percentages, is included below. ENGINEERING Michael Swan, PE Water/Sewer Planning PSOMAS -15% 411 Nancy Baker, PE Water/Sewer Design PSOMAS -15% Krista Kausen, PE, ENV SP Project Engineer: Water PSOMAS - 20% Benjamin Halbach, PE, ENV SP Project Engineer: Sewer PSOMAS - 20% Michael Dour PSOMAS -10% SEAN THOMAS Project Manager *Maira Salcedo, PE, ENV SP Primary Contact Water/Sewer Design PSOMAS - 20% *Matthew Heideman, PE, QSD/QSP, ENV SP Alternate Contact Engineering Design PSOMAS - 20% SITE DESIGN I Henry Nguyen, Arief Naftali, PE, LEED AP I PE, TE, EE, RSPI, ENV SP IPSOMAS - 15% PSOMAS - 15% Jennifer Marks PSOMAS - 15% Richard Mitchell SPEC SERVICES, INC. - 15% Long Pham, PE SPEC SERVICES, INC. - 15% Hernan Montoya, SE, PE ARCON STRUCTRUAL ENGINEERS, INC. - 15% Steven Price, PLS PSOMAS - 15% Jane Cataldo LYNN CAPOUYA, INC. -15% Sodarith Pay LYNN CAPOUYA, INC. -15% Ali Bastani, PhD, PE, GE, RASCE GMU GEOTECHNICAL -15% James Reed, Roger Schlierkamp, PE, RA, LEED AP, RPA MSC, PE NPD ARCHITECTURE - 10% ENGINEERING DEVELOPMENT GMU GEOTECHNICAL-15% * = KEY PERSONNEL *Joseph Boyle, PE PSOMAS - 10% Reuben Tolentino, CCM, DBIA, ENV SP Construction Manager PSOMAS - 15% Misha Troyan, PE, QSD Resident Engineer PSOMAS - 15% Marvin Mai, PE Resident Engineer PSOMAS - 25% Eric Schlichter, QsP Inspector PSOMAS - 25% Robert Duffy, QsP Inspector PSOMAS - 25% Aman Shah, PE COFFMAN ENGINEERS -10% Steven Dannaway, PE, DBIA COFFMAN ENGINEERS -10% 0 TASK ORDER APPROACH Psomas recognizes that defining the project scope is a critical first step in controlling cost and schedule. Establishing a detailed and well researched project scope during Task Order development is key to this process. Communicating any out of scope elements that may arise during the course of the project as a result of unforeseen issues, or newly adopted regulatory or agency requirements, is essential to keep City staff informed and eliminate any surprises during the later stages of the project. Upon receipt of a task order, the appropriate project manager will be selected from within our project team to develop a comprehensive scope of work through a five -step process. We have found that by establishing a clear definition of the project scope in terms of budget, deliverable, and schedule, and working to minimize scope, projects are delivered within budget and on schedule and expectations are met. Our five -step process is as follows: Identify the goals and objectives on the project through meetings with City staff. Perform research, including field visits, gathering as -built information, utility research, and preliminary document reviews. This is also the point at which the team will begin to evaluate risks associated with the project. If applicable, the team will meet with field operations staff and key stakeholders. Scoping meeting with City staff to discuss findings. Determine possible environmental (CEQA/NEPA) and permit requirements. Identify/confirm funding limits and sources. Prepare a draft scope and fee broken down by phase or milestones, including subconsultant services needed, and present this to City staff. Verify with all team members the tasks, goals, and scope of services are clearly understood. Finalize scope of work and submit to the City for review. Resources and Resnonsivenes!r With a large contingent of local resources from which to draw, the Psomas project team can respond to whatever needs may arise. By managing a balanced client workload among our staff, Psomas is able to respond within one day to meet with the City. This keeps the project momentum moving forward so the Psomas team is in place and ready to work within days of receiving a Notice to Proceed. Our experienced managers have the knowledge and skills required to navigate the hurdles that may arise during the course of the project. The Psomas team understands the importance of meeting deadlines in a timely manner. We commit to providing adequate staffing (as to both number of personnel and their qualifications) for each task. Being a firm with over 9 700 employees, Psomas is the "right size" firm for this contract —big enough to handle any task order, but adept enough to provide the City of Santa Ana that personal touch and responsiveness. Project Management Approach Psomas' approach to project delivery involves a combination of administrative or management steps and procedures that confirm the project scope objectives are met, on time and within budget. The elements of the project management effort can generally be identified as communication, thorough documentation, and quality control. Maira Salcedo and Matt Heideman, as well as our staff engineers, have the project management tools in place to confirm all aspects of the delivery process are implemented and the goals and expectations of City staff are met. Communication Communication starts with scope negotiation, a signed contract, and a kick- off meeting, and continues through the completion of the project. Without communication, a project will simply not be delivered. Psomas takes great pride in our communication protocols and abilities. Our ultimate goal is to be an extension of City staff, and to keep the City's project manager up-to-date on the status of each task, so there are no surprises. project Tracking Psomas recognizes the need for tracking project budgets along with progress in order to minimize the risk of overruns. Each week, our project manager receives project summary reports detailing hours charged and costs for that particular period and for the project to date. On our monthly invoices, the client is provided with the hours and costs charged to the job for that month, and a budget summary that shows the amount spent to date and the amount remaining. Psomas uses project management software that tracks schedule and budget by task. Work schedule modifications can be made to keep the project on track. Schedule Control For each project, Psomas develops and maintains a project schedule that identifies key milestones and critical path items. The schedule is frequently updated and shared with the project team and stakeholders. To make sure the project remains on schedule, the following strategies are used: Constant communication with the City's project manager to identify critical items Quick response to design questions, field issues, and other requests ► Commitment to respond within 24 hours (replies to emails or voicemails) ► Monitoring of the project schedule to compare progress versus plan ► QA/QC verification of subconsultant products and progress ► Sharing of design files, meeting notes, and other documents on Psomas' ProjectWeb to confirm all team members are using the most recent information 0 Using these tools, Psomas is able to maintain the project schedule by monitoring time -critical items such as agency/stakeholder review periods, utility relocations, right-of-way acquisitions, and environmental permitting issues. Documentation Proper documentation is critical for all projects, but especially for projects funded with multiple funding sources including local, state, and federal dollars. Psomas team members have a wealth of experience delivering projects for local agencies that use local, state, and federal funds. Psomas' document control management policies make sure files are complete and accurate and meet the requirements of the funding source. Our typical monthly project progress reports include the status of deliverables, utility and outside -agency efforts, cost and schedule snapshot and analysis, and issues discussion and recommended resolution actions. These monthly progress reports will be tailored to the needs and desires of the City. Quality Assurance/Quality Control Psomas has responsibility for the accuracy and completeness of the maps, plans, reports, calculations, and construction cost estimates under its scope of work and will meet that responsibility through the implementation of a quality assurance plan. Our QA/QC Program is based upon the belief that "Nothing is more important than design quality." The individuals responsible for our Quality Control Program (QCP) are the Project Manager and the Quality Control Manager. Our QCP will be implemented over the duration of the project and is not merely a series of individual events/plan checks at a few points on the schedule. There are three major stages in our QCP: 1) quality assurance (are we doing the right things?); 2) quality control (are we doing things right?); and 3) post -completion quality evaluation (what can we do better?). Couple the three stages with a robust training program, and you have a staff with the experience, expertise, and the QA/QC tools to deliver a quality product every time. In the quality planning stage, Psomas uses the kick-off meeting to determine your QCP expectations. Joseph Boyle, PE, our Quality Assurance Manager, will then develop a work plan with the project manager based upon the City's input, the schedule, and the budget. The work plan identifies specific work products and establishes a set of relevant measures and standards of quality for each task that may result from this on -call contract. Once work on the project begins, we move on to the quality control stage. In this stage we track the execution of the work plan, review our designs, and work products, and communicate with the City and team members. We provide project information through our cloud -based file sharing tools, allowing all team members to monitor the progress of our work plan. In this stage, the Quality Control Manager also facilitates detailed technical reviews of our field work and design, and those of all team members, to make sure they meet the quality standards defined in the quality planning stage. This review is continuous throughout the life of the project and will deliver a smooth process and buildable final product. I CITY OF SANTA ANA REHABILITATION OF WELL 29 Santa Ana, CA Psomas was retained by the City of Santa Ana to provide consultant services for preparation of construction plans and technical specifications for rehabilitation of the City's existing Well 29; the relocation of an existing tennis court; and construction of a cement masonry unit (CMU) building, pertinent related site improvements, and water pumping equipment. In addition to the well pump and redesigned discharge piping, the building will house the electrical switchboard and the pump motor control center. Drilling of the well occurred in 1980, with the subsequent installation of pumping facilities occurring in 1982. Well 29 is one of three wells pumping water from the groundwater basin to the Walnut Street Reservoir as part of the City's Walnut Pump Station System Due to the age of the well and the deterioration of the well's capacity and equipment, the City wishes to rehabilitate Well 29 and reconfigure the existing site. The City is seeking to improve the productivity of the well by conducting rehabilitation operations, and subsequently placing it back into service. REFERENCE: Armando Fernandez, Sr. Civil Engineer 714.647.3316 1 afernandez@santa-ana.org YEAR COMPLETED: Ongoing CITY OF SANTA ANA WALNUT PUMP STATION UPGRADE Santa Ana, CA Psomas was retained through an on -call design contract with the City of Santa Ana to prepare a preliminary design report, plans and specifications for the construction of new masonry buildings at Walnut Pump Station. Design scope included a new 3,650 SF pump building to replace an obsolete building built in 1956 and enclose five existing vertical turbine pumps. The building architecture was designed using an Art Deco style to match the recently remodeled Santa Ana High School located across the street. The main building included a new pump room, operations workshop, electrical control room, office space, and bath and shower facilities. The design also included a separate 200 SF industrial storage building for sodium hypochlorite and POL fuel, a carport structure to shade a generator, an 8-foot-high CMU perimeter wall, and two tennis practice courts and practice walls in the adjacent park to mask the perimeter fencing. Two existing steel supply mains were relocated due to the new building footprint and included design of two new valve vaults. On the City's behalf, Psomas submitted this project through ISI Envision and achieved a Bronze award. REFERENCE: Armando Fernandez, Sr. Civil Engineer 714.647.3316 1 afernandez@santa-ana.org YEAR COMPLETED: 2019 0 CITY OF EL MONTE WATER MAIN REPLACEMENT El Monte, CA - rive oia tu -- ------ I I I I 1 Psomas was retained by the City to provide PS&E, surveying, environmental and permitting, community outreach, and construction support services for the replacement of approximately 6,900 LF of 4- and 6-inch water mains with 8- and 12-inch mains in two areas of the City's distribution system due to their age and to improve fire flow and reliability. Because this is the first phase of a major water main replacement project, the scope also included updating the City's hydraulic model and running various scenarios to determine if the City should standardize on 6- and 10-inch or 8- and 12-inch pipelines for replacement of their aging, smaller diameter mains. This will eliminate the need to stock various different pipe sizes, fittings, valves and appurtenances. Psomas accomplished the scenario modeling, prepared an economic analysis, compared flow and pressure results, and prepared a technical memorandum documenting the analyses and presenting recommendations. After completion of the final design, Psomas combined plans for sewer improvements in one of the two neighborhoods with the water improvement plans into one bid set so it could be constructed as one coordinated project to limit disruption to residents and business owners. REFERENCE: Lee Torres, City Engineer 626.580.2055 1 Itorres@elmonteca.gov YEAR COMPLETED: 2022 CITY OF EL MONTE ON -CALL ENGINEERING SERVICES El Monte, CA UNDER ON -CALL CONTRACT Beginning in 2015, Psomas was retained by the City to update their hydraulic model from a 2010 Water Master Plan and provide on -call modeling services. This update entailed revising demands and supply source data for wells pumping into the system. Following the model update, Psomas has run scenarios for a couple of proposed development projects testing fire flow and developing capital improvement requirements for these new developments. REFERENCE: Lee Torres, City Engineer 626.580.2055 1 Itorres@elmonteca.gov YEAR COMPLETED: Ongoing D CITY OF NEWPORT BEACH CAMEO HIGHLANDS STREET RECONSTRUCTION Newport Beach, CA Psomas was retained to lead a multi -disciplined team to develop a plan for street reconstruction within the Cameo Highlands neighborhood in the City of Newport Beach. The project's scope consisted of reconstructing the existing asphalt roadway, reconstructing deteriorated concrete flatwork, completing ADA improvements in the project limits, adjusting utilities to grade, installing street signs, and pavement striping. Psomas and the pavement design expert performed value engineering to develop flexible pavement design alternatives and submitted a pavement report for City staff for review and consideration. Psomas provided civil engineering, surveying, and project management services for development of the street and ADA improvements, ensuring proper drainage was maintained, and provided wet utility mapping and horizontal control of the project. REFERENCE: Patricia Carpenter Associate Civil Engineer 1949.644.3344 pcarpenter@newportbeachca.gov YEAR COMPLETED: 2021 CITY OF NEWPORT BEACH LIDO VILLAGE PIPELINE IMPROVEMENTS Newport Beach, CA r fig. - a- - _ 19 The City of Newport Beach Public Works Department wished to replace older (1930s and 1940s), deteriorated cast iron water mains identified in its most current water master plan. The project was located in the Lido Village area of the City and included design and construction of approximately 6,500 feet of water main. There were about 2,000 feet of 4-inch, 1,500 feet of 6-inch, 2,800 feet of 8-inch, and 250 feet of 10-inch main that were upsized by one diameter inch and replaced. The project was generally located on the northeast side of the Balboa peninsula in the City of Newport Beach known as Lido Village. A portion of this project also included replacement of about 800 LF of 8-inch sewer main design along Via Oporto. There was one location in particular that was to be upsized where a current site development was occurring. Psomas worked with the developer's design engineer and the City to provide information and a separate plan set for this area so it could be installed at an accelerated pace to meet the developer's schedule. REFERENCE: Alfred Castanon Associate Civil Engineer 1949.644.3314 acastanon@newportbeachca.gov YEAR COMPLETED: 2019 0 CITY OF NEWPORT BEACH CONCRETE ALLEY REPLACEMENT AT UTILITY UNDERGROUNDING DISTRICT 116/116B AND F STREET NP\A/nnrt RParh ( A The City of Newport Beach retained Psomas as part of our on -call services to develop the PS&E for pavement reconstruction of alleyways on the Balboa Peninsula, south of West Coast Highway between 38th and 47th Streets. Additionally, the alley located east of F Street and south of East Balboa Boulevard will be replaced as part of this project. The project scope consists of removing existing concrete and/or asphalt concrete alleys, constructing new concrete alleys, reconstructing deteriorated concrete alley approaches, adjusting utilities to grade, and installing street signs and pavement striping. Psomas provided civil engineering and project management services for development of the street and flatwork improvements, ensuring proper drainage was maintained and providing wet utility mapping of the project. REFERENCE: Anna Baldenegro Associate Civil Engineer 1949.644.3034 abaldenegro@newportbeachca.gov YEAR COMPLETED: 2022 COUNTY OF RIVERSIDE CENTER STREET/STEPHENS AVENUE RESURFACING Riverside, CA Psomas assisted the County of Riverside in the development of pavement rehabilitation and reconstruction Plans, Specifications and Estimates on Center Street and Stephens Avenue located within the County of Riverside, in the community of Highgrove. Improvements consisted primarily of pavement rehabilitation of the existing asphalt roadway along Center Street, from 1-215 to westerly Versailles Place, and along Stephens Avenue from Center Street to La Cadena West Avenue. Along with pavement rehabilitation, other ancillary improvements included replacement and reconstruction of metal beam guardrail, sidewalk, driveway, curb ramp, curb and gutter and other sub -standard existing conditions in the corridor. New curb ramps were added to replace the existing sub -standard ramps, and new sidewalk was added due to slumping by Mont Martre Avenue, and investigation for corner sight distance at Mont Martre Avenue and Center Street intersection, cross -gutters and spandrel replacement were launched to meet the County's guidelines. REFERENCE: Alfredo Martinez I Sr. Civil Engineer 951.955.0086 1 almartin@rivco.org YEAR COMPLETED: 2022 III CITY OF ANAHEIM INTERSECTION WIDENING OF ANAHEIM BOULEVARD/ BALL ROAD Anaheim, CA Psomas led a multi -disciplinary design team for widening of the Anaheim Boulevard and Ball Road intersection providing civil engineering, survey, traffic, landscape and irrigation, and environmental services. The project also included installation of bio-infiltration basins to mitigate water quality impacts associated with the pavement widening. In coordination with the City's water quality lead, Psomas was able to finalize water quality solutions under budget that are consistent with the City's guidelines. The intersection is designated as a primary arterial on Orange County's Master Plan of Arterial Highways (MPAH) and the City's Circulation Element. The project corrected operational deficiencies at this intersection by widening Anaheim Boulevard along the east curb, and north and south legs of the intersection, to provide for additional through and left turn lanes, bike lanes, and raised landscaped medians. Major challenges of the project included stakeholder coordination, conformance to off -site improvements, right of way acquisition, relocation of major utilities within the corridor, and long-term water quality solutions. REFERENCE: Tiberius Rosu Sr. Civil Engineer 1714.765.4113 trosu@anaheim.net YEAR COMPLETED: 2018 ORANGE COUNTY PUBLIC WORKS ORANGE COUNTY PARKING LOTS - STRANDS BEACH PARKING LOT AND CARBON CANYON REGIONAL PARK Brea and Dana Point, CA Psomas provided engineering and surveying services to assess pavement condition and apply appropriate treatment type to the facility in order to achieve the longest design life relative to cost for Carbon Canyon Park and Strands Beach Parking Lots. A Pavement Evaluation and Repair Recommendations Report was prepared to provide options on pavement rehabilitation for several types of pavement failure. The scope of the project also included redesign of existing access ramps and sidewalks throughout the park to bring them up to current ADA standards. Many of the ramps straddled two jurisdictions so coordination between two agencies was required. In addition, mature tree roots had uplifted portions of the parking lot and sidewalk so assessment by an arborist and specific pavement removal limits were imperative. After design was completed, Psomas prepared a carefully sequenced construction phasing plan. Psomas' services included aerial surveying, design surveying, pavement repair plans, grading and drainage plans, signing and striping plans, erosion control plans, construction phasing plans, specifications, and cost estimate. REFERENCE: Anthony Ty, PE Civil Engineering Assistant 1714.667.8800 anthony.ty@ocpw.ocgov.com YEAR COMPLETED: 2021 0 YORBA LINDA WATER DISTRICT BNSF WATERLINE CROSSING AT VETERANS VILLAGE - J-2021-36 Yorba Linda, CA Psomas prepared an IS/MND to evaluate the construction of a new water pipeline to transmit water to the Plant 1 or PFAS (Per- and Polyfluoroalkyl Substances) Water Treatment Plant, effectively looping the water system and providing water system redundancy. The proposed pipeline would deliver water to the consumers south of Orangethorpe Avenue, leaving the Richfield Road pipeline to transport water to Highland Reservoir, only in the other direction. Proposed construction methods include open trench within existing roadway right-of-way, extension of pipes above and outside Atwood Channel using water main pipe supports, and jack -and -bore beneath the BNSF rail line. Psomas worked closely with the Yorba Linda Water District to define the impact areas, thus avoiding the need for regulatory permits. REFERENCE: Reza Afshar, PE, PMP Senior Engineer 1714.701.3106 rafshar@ylwd.com YEAR COMPLETED: Current CITY OF ANAHEIM GROUNDWATER TREATMENT PLANTS PHASE B AND GROUNDWATER SUPPLY WELLS IS/MND AND CEQA-PLUS Anaheim, CA Psomas prepared an IS/MND and supplemental CEQA-Plus Documentation for the City of Anaheim's Groundwater Treatment Plants Phase B and Groundwater Supply Wells Project. The project involves the installation of ion - exchange groundwater treatment systems at the five locations in the City of Anaheim. The ion -exchange systems are intended to remove perfluorooctanesulfonic acid (PFOS) and perfluorooctanoic acid (PFOA) from groundwater. Two new groundwater supply wells would be installed at one location and additional wells would be rehabilitated due to age. Psomas prepared a mitigated negative declaration for this project and completed additional technical studies to comply with CEQA-Plus guidelines pursuant to the Clean Water State Revolving Fund requirements. To ensure continuous availability of water, the treatment systems would operate up to 24 hours per day; therefore, Psomas worked with the City to design a suitable noise barrier to ensure compliance with the local noise ordinance. REFERENCE: Jonathan Sanks Environmental Services and Safety Manager 714.765.4117 1 jsanks@anaheim.net YEAR COMPLETED: 2021 CITY OF SANTA ANXS STANDARD AGREEMENT STATEMENT Psomas has reviewed the City of Santa Ana's Standard Agreement and concurs with all provisions as contained in the Agreement provided in the Appendix section of the RFP as Attachment 2. City of El Monte 11333 Valley Boulevard El Monte, CA 91731 Lee Torres City Engineer 626.580.2055 1 Itorres@elmonteca.gov City of Newport Beach 100 Civic Center Drive Newport Beach, CA 92660 Patricia Carpenter Associate Civil Engineer 1949.644.3344 pcarpenter@newportbeach.gov County of Riverside 4080 Lemon Street Riverside, CA 92501 Alfredo Martinez Sr. Civil Engineer 951.955.0086 1 almartin@rivco.org Projects: ► Water Main Replacement ► On -Call Engineering Services Project: Cameo Highlands Street Reconstruction Project: Center Street/Stephens Avenue Resurfacing Scope of Services City of Santa Ana On -Call Engineering Services I RFP No. 23-030 SCOPE OF SERVICES The City intends to retain consultants on an on -call basis to perform professional services for a variety of engineering related projects. The projects may include water and sewer infrastructure design and rehabilitation improvements; storm drain improvements; sidewalks, bike paths, curb and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, and traffic signal modifications; landscaping and irrigation systems; park and recreational design; grant application writing; and other related projects as required. On occasion, environmental and planning support services may also be requested. The City may require consultant services for mapping and legal description preparation, construction management, and construction staking and inspection. Occasionally, the City may also require geotechnical, electrical, mechanical, and structural engineering services, as well as other specific infrastructure related services. Psomas professionals will provide in-house services for civil and mechanical engineering, surveying, environmental, and construction management. Psomas will retain subconsultants for all other scope of service tasks listed in the RFP. ISI: Envision Sustainability Rating System We commend the City's continued efforts and commitment in regard to implementation of sustainable projects. As a founding member of the Institute for Sustainable Infrastructure (ISI) and key player in the development of ISI's Envision rating system, Psomas has over 80 professionals credentialed as ENV SPs (Envision Sustainability Professionals). Maira Salcedo, PE, ENV SP, Psomas' Project Manager for the Walnut Pump Station Upgrade, was responsible for submitting this project for an Envision rating and, ultimately, obtaining a bronze level award. Maira is also responsible for submitting the Well 29 Rehabilitation project for an Envision award. We look forward to assisting the City in any future efforts to construct sustainable infrastructure projects and nominating them for potential Envision awards. While not all projects will be appropriate for an Envision rating, Psomas endeavors to incorporate sustainable elements in every infrastructure project we plan or design. In order to demonstrate our approach to responding to a task order request from the City of Santa Ana, we have provided the following sample scope of services and schedule for a sewer replacement project. Sample Scope of Services The tables below illustrate the typical detailed tasks and deliverables. Preliminary Design 1WAttend kick-off meeting at City to discuss scope, schedule, and lines and methods of communication between Psomas team and City staff. Verify pipe information from "as-builts," confirmed by cleaning and CCTV. Develop/confirm existing and build -out flow using tributary area, land use and flow factors. Model system to confirm flows and d/D for each reach. Perform utility research by contacting all potential utility companies and conducting field walk. _ Develop/confirm required pipe sizing using build -out flow and City capacity criteria. Provide survey services as required. Conduct up to two (2) 15-foot-deep borings. Prepare draft PDR, meet with City staff to review comments, and finalize _ PDR. Deliverables: Utility research correspondence and plans gathered to date, CCTV logs and video file, geotechnical report (all on digital media), draft and final PDR, meeting agenda and minutes. 50% Design Based on preliminary alignment, perform up to five (5) potholes to verify ' existing utility depths. • Prepare 50% PS&E submittal. Deliverables: Final utility research correspondence and plans and 50% PS&E submittal. Final Design Coordinate work with City and impacted agencies prior to securing approval to proceed with final design. Prepare 90% PS&E submittal including a project description and forms suitable for City staff's use in preparing environmental documentation for the project. Prepare 100% PS&E submittal based on comments from 90% submittal review and other requirements. Prepare agenda, attend, and prepare minutes for monthly meetings with City staff during the design phase to review project issues and status reports and monitor schedule progress. Deliverables: 90% PS&E submittal with return of 50% City redlines and comments; 100% PS&E submittal with return of 90% City redlines and comments; Final PS&E submittal (ready for printing/bidding) with 100% City redlines and comments, meeting agenda and minutes. Bid/Award and Construction Support Services Provide support services during bid/award phase to answer contractor questions and plan clarifications and prepare addenda for revisions, if necessary. Assist City staff in bid analysis and preparation of award documents. Provide engineering support services during construction to attend pre -construction meeting, respond to RFIs, review submittals, observe construction, make potential plan revisions to address unforeseen conditions, and prepare record drawings. Deliverables: Addenda, if required, RFI responses, submittal review, record drawings. A sample project schedule is provided on the following page. SCHEDULE Psomas maintains excellent working relationships that have proven our track record for providing high quality work products in a timely and cost-effective manner. A hypothetical schedule may be found on the following page and details the typical work phases to be completed, the tasks to be accomplished, the deliverables to be provided, and the schedule/timeline to complete a project, based upon the requested Scope of Work detailed in Attachment 1 of the RFR r I Task Name Start Finish 21 April 2022 May 2022 June 2022 July 2022 ugust 202�ptember 2 ctober 202 vember 20 camber 20 anuary 202 bruary 20IMarch 20 3 April 2023 1 May 2023 June 3 July 2023 ugust 202 tember 2 ctober 202 vember 20 camber 201anuary 202,6brua17, 20Warch 20241 Arril 2024 1 May 2024 1 June 2024 1 July 2024 t 2713 1017124 11 8 11512212915 1121192613 1011A24131I 7 142112814 1111162512 19 11612313016 11312012714 111118125 118 115121 915 11211912615 1211912612 19 11612313017 14121112 14 11111812512 19 162313016 113120127 3 11617124 1 18 11512212915 112192613 11011712413117 142�128 H41 7 1412112815 121192612 19 1623130 7 1412128[ Notice To Proceed Fri 411/22 Fri 4/11/22 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Project Management and Meetings Wed 4/6122 Wed 11 Kick -Off Meeting Wed 416/22 Wed 4/6/22 Progress Meetings Wed 5/4122 Wed 111/16/22 Progress Meeting 1 Wed 5/4/22 Wed 5/4/22 Progress Meeting 2 Wed 6/11/22 Wed 6/11/22 1 1 6�1 1 1 1 1 1 Progress Meeting 3 Wed 6/29/22 Wed 6/29/22 1 1 1 W291 I I I I I I 1 11 11 11 11 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Progress Meeting 4 7/27/22 Wed 7/27/21 Wed 7;27 1 Progress Meeting 5 Wed 8/24/221 Wed 8/24/22 1 1 1 7+'191211 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Progress Meeting 6 Wed 9/211/22� Wed 9/21/22 10/1 9 Progress Meeting 7 Wed 10/19/221 Wed 10/19/22 Progress Meeting 8 Wed 11/16122 Wed 11116/22 As -Built and Utility Research Thu 4/7/22 Wed 5/18/22 1 Records and Utility Research Thu 4M22 Wed 5/18/22 Topographic Survey Thu 4/7/22 Wed 5/4/22 Basis of Design Mon 4/11/22 Fri 7/1122 Utility Potholing Mon 4/11/22 Fri 5/6/22 Prepare 30% Design Mon 5/9/22 Fri 6/3/22 613 1 1 1 1 1 Submit 30% Design Fri 6/3/22 Fri 6/3/22 City Review Mon 6/6122 Fri 7/11/22 Final Design Thu 7/7/22 Tue 616/23 Prepare 60% PS&E Thu 7/7122 Wed 8/31/22 Submit 60% Submittal Wed 8/31/22 Wed 8/31/22 8/31 Oty Review Thu 9/11/22 Wed 10/19/22 MWID Review Thu 9/11/22 Wed 10/19/22 CIEQA Study/MND Thu 9/11/22 Wed 1/18/23 Geotechniral Investigation Thu 9/11/22 Wed 9/28/22 12 /19 Prepare 90% PS&E Tue 10/25/22 Mon 12M902 Submit 90% PS&E Mon 12/19/22 Mon 12/19/22 City Review Tue 12/20/22 Mon 1/16/23 Prepare 100% PS&E Fri 1/20123 Thu 3/16/23 Submit 100% PS&E Thu 3/16/23 Thu 3/16/23 3 116 City Review Fri 3/17123 Thu 5/4/23 MWID Review Fri 3/17/23 Thu 5 Prepare Final PS&E Wed 5/10/23 Tue 6/6/23 Submit Final Submittal Tue 6/6/23 Tue 6/6/23 Bid Phase Services Wed 7/5123 Tue 8/1123 7/11 Bid Phase Wed 7/5/23 Tue 8/11/23 Pre -Bid Meeting Tue 7/11123 Tue 7/11/23 construction Phase Tue 7/30/24 1 8/ 29 Tue 8/29/23 Pre -Construction Meeting Tue 8/29/23 Tue 8/29/23 ConstruGtoin Phase Wed 8/30/23 Tue 7/30/24 Certifications Attachment 3-1: Non -Collusion Affidavit Attachment 3-2: Non -Lobbying Certification Attachment 3-3: Non -Discrimination Certification City of Santa Ana On -Call Engineering Services I RFP No. 23-030 Appendix ATTACHMENT 3-1: NON -COLLUSION AFFIDAVIT CERTIFICATIONS NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, 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 bid are true; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid 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 bid. Note: The above Non -collusion Affidavit is part of the Proposal. Signing this Proposal on the signature portion thereof shall also constitute signature of this Non -collusion Affidavit. BIDDERS are cautioned that making a false certification may subject the certifier to criminal prosecution. Signed State of California County of Orange Subscribed and swom to (or affirmed) before me on this 2nd day of March 2023 by Joseph Boyle, PE proved to me on the basis of satisfactory evidence to be the person�g) who appeared before me. il J641�' 1 &T&ary Public"Signature Notary Public Seal - - - - - - - - - - - Mh 0- __ EM11L:1E�'tw"*"J E B.,aAURE COMM 02406639 NOTARY PLM3U'C *CALIFORNIA 0Z ORANGE COUNTY =,�res Ju .�e 1. 2026 . 1".`.%J City of Santa Ana RFP Appendix ATTACHMENT 3-2: NON -LOBBYING CERTIFICATION CERTIFICATIONS The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: I . 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 any 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, loan or cooperative agreement, the undersigned shall complete and submit a "Disclosure of Lobbying Activities". 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 3 1, U. S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $ 10,000 and not more than $ 100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower fier subcontracts, which exceed $ 100,000 and that all such sub recipients shall certify and disclose accordingly. Firrn Psomas Signed and Printed Name: Title Vice President Date March 14, 2023 City of Santa Ana RFP PE Appendix ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION CERTIFICATIONS The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: 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 tennination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 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. 7. 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 City of Santa Ana RFP 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 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 sub -consultant 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. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, No discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter. Signed: Title: Jos�Eh VBoyle, PE - Vice -President Finn: Psomas Date: March 14, 2023 City of Santa Ana RFP EXHIBIT C COMPENSATION Consultant's Fee Proposal including hourly rates if applicable •l: QN"\■=3k [4"II 1»' eow n.s \nY AnA AR IAA. lot Atw 'AL F— 0 o RFP No,,23-030 Submitted electronically via PlanetBids Submitted five hard copies to Sean Thomas at City of Santa Ana, Public Works Agency; M-36 (per RFQ) M-26 (per PlanetBids) 20 Civic Center Plaza, Ross Annex, Santa Ana, CA 92701 Balancing the Natural and Built Environment March 14, 2023 Submitted electronically via PlanetBids and provided as a hard copy under separate cover Sean Thomas, Project Manager City of Santa Ana, Public Works Agency 20 Civic Center Plaza, M-36 (per RFQ) M-26 (per PlanetBids) Santa Ana, CA 92701 Subject: Fee Schedule for On -Call Civil Engineering Services, RFP No. 23-030 Dear Mr. Thomas: Attached is Psomas' Fee Schedule for the On -Call Engineering Services contract (RFP No. 23-030). Should you have any questions, please contact me by phone at 714.481.8060 or by email at joeboyle@psomas.com. Respectfully, P S 0 M A S d� Joseph L. Boyle, PE Vice President Maira Salcedo, PE, ENV SP Project Manager/Primary Contact 5 HUTTON CENTRE DRIVE SUITE 300 SANTA ANA, CA 92707 TEL 714.751.7373 FAX 714.545.8883 WWW.PSOMAS.COM PSOMAS Rates are valid through June 30, 2024 Project Director/Principal-in-Charge ................ $290 Cultural Resources Manager ............................ $175 Contract Manager/Senior Project Manager ..... $275 Cultural Resources Technician ......................... $105 Project Manager 11 ........................................... $250 Biological Resources Manager ........................ $234 Project Manager I ............................................. $215 Regulatory Permitting Manager ....................... $220 Senior Project Engineer ................................... $205 Senior Restoration Ecologist ............................ $196 Project Engineer ............................................... $190 Senior Biologist ................................................. $163 Civil Engineering Designer III ........................... $150 Biologist ............................................................ $145 Civil Engineering Designer 11 ............................ $140 Senior GIS Analyst ........................................... $167 Civil Engineering Designer I ............................. $130 Technical Writer ................................................ $128 Design Engineer I ............................................. $105 Planner ............................................................. $170 Survey Senior Project Manager ....................... $260 Senior Resident Engineer ................................ $225 Survey Project Manager/Manager .................... $210 Resident Engineer 11 ........................................ $205 Survey Senior Project Surveyor, PILS ............... $195 Resident Engineer I .......................................... $185 Project Surveyor, PILS ....................................... $190 Senior Structures Representative .................... $225 Surveyor, PILS or LSIT ...................................... $180 Structures Representative 11 ............................ $205 Survey Technician ............................................ $155 Structures Representative I .............................. $185 GIS Manager ................................................... $260 Senior Construction Manager .......................... $220 GIS Technician ................................................. $100 Construction Manager 11 .................................. $200 Senior CAD Technician .................................... $165 Construction Manager I .................................... $180 CAD Technician ................................................ $145 Senior Inspector .............................................. $200 Land Use Entitlement Manager ....................... $275 Inspector ........................................................... $185 Plan Reviewer ................................................... $190 Scheduler ......................................................... $170 Permit Tech I .................................................... $170 Office Engineer ................................................. $160 Permit Tech 11 ................................................... $150 Labor Compliance ............................................ $125 ADA Compliance/Access Specialist ................. $190 Project Assistant/Administration ....................... $125 Senior Environmental Project Manager ........... $245 Engineering Assistant, Intern ............................ $110 Environmental Project Manager ....................... $187 Administrative Support ...................................... $95 Environmental Analyst ...................................... $145 Standard computer and technology costs are incorporated into these hourly rates, as well as direct labor, overhead, fringe benefits and fee. Rates include miscellaneous related costs: vehicle, cell phone, digital camera, and standard tools and equipment. All other direct expenses will be billed at cost. The above schedule is for straight time. Overtime for Construction Management/Inspection and Surveying services will be charged at 135 percent of the regular hourly rate. Sundays and holidays will be charged at 170 percent of the regular hourly rate. 0 Minimum of four (4) hours will be charged per field crew deployment. Prevailing wage will be paid on all projects where field staff are providing services. A shift which commences after 2:00prn or before 4:00am, during any 24-hour period, commencing at 12:01arn is subject to a 12.5 percent differential. Expert witness testimony is two times the normal rate. Per Diem is calculated at current State Department of Transportation rates (or other appropriate agency rates). Reirnbursables Mileage at 65.5 cents per mile (or current IRS allowable rate) and parking expenses incurred by office employees are charged at cost. Prints, plots, messenger service, subsistence, air travel, and other direct expenses will be charged at cost. The services of outside consultants will be charged at cost. Surveying Services One -Person Survey Party ........................................ $300 Two -Person Survey Party ......................................... $380 Three -Person Survey Party ...................................... $450 Field Supervisor ......................................................... $210 Hourly rates for fi eld survey parties include normal usage of fi eld equipment and are fully equipped rates. Hourly Rates for fi eld services increase on October 1 of every year * and are subject to prevailing wages per California Department of Industrial Relations Determination LA-2020-1, and include normal usage of electronic distance measuring equipment and survey vehicle expenses. Per Diem is calculated at current State Department of Transportation rates (or other appropriate agency rate). * Annual increase shall not exceed 3% unless affected by prevailing wages. SUBSTRUCTURE UTILITY DETECTION (SUE) AND CCTV Office Services Pates are Effective from January 1, 2023 - June 30,2024 $100 — Project Assistant $180 — Project Coordinator $220 — Project Manager $235 — Principal Field Services Rates are Effective from January 1, 2023 - June 30,2024 $225 — One -person SUE Crew $335 — Two -person SUE Crew $335 — Two -person CCTV Crew $225 — Field Supervisor Hourly rates for SUE crews include normal usage of field equipment and are fully equipped rates. Special Equipment and Other Costs For survey office and field rates please consult the Survey and Geospatial Services Fee Schedule Standard computer and technology costs are incorporated into the hourly rates shown above. The above schedule is for straight time. Overtime will be charged at 135 percent of the standard hourly rates. Sundays and holidays will be charged at 170 percent of the standard hourly rates. Minimum of four (4) hours will be charged per SUE crew deployment. EXHIBIT 7 CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND ARDURRA GROUP, INC. FOR ON -CALL ENGINEERING SERVICES THIS AGREEMENT is made and entered into on this 16th day of May, 2023 by and between Ardurra Group, Inc. ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On February 21, 2023 the City issued a Request for Proposal No. 23-030, by which it desired to retain a Consultant having special skill and knowledge in the field of - Professional Engineering Services on an on -call basis for the City's Public Works Agency. B. Consultant submitted a responsive proposal that was among those selected by the city. Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-030. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-030, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in "Scope of Services - Exhibit A", attached hereto and incorporated by reference, and as further described in Consultant's Proposal, attached hereto an incorporated herein by this reference as "Consultant's Proposal - Exhibit B". 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant's Fee Proposal, which is attached hereto and fully incorporated herein by this reference as "Compensation - Exhibit C". Consultant is one of fifteen (15) separate consultants selected to provide services on an on -call basis under RFP 23-030. The total compensation for services provided by all consultants selected under RFP 23-030 shall not exceed the shared aggregate amount of $5,000,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. Page 1 of 10 b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. Notwithstanding any contrary terms contained within Consultant's Fee Proposal, Consultant's fees shall not exceed 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws. 3. TERM This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to a one, two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. Page 2 of 10 6. INSURANCE Consultant 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 Consultant, its agents, representatives, employees or subcontractors. a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section. b. Insurance coverage shall be at least as broad as: (i) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit 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. (ii) Automobile Liability: Insurance Services Office Form Number CA 000 1 covering, Code I (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage. (iii) Workers' Compensation insurance 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. (iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. (v) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. d. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions: Page 3 of 10 (1) Additional Insured 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 Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary 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 Consultant's insurance and shall not contribute with it. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. 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. (v) Self -Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. 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. (vi) Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than ANII, unless otherwise acceptable to the City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims -made basis: The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. Page 4 of 10 Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. 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 Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work. (viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix) Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors. (x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by Page 5 of 10 reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. Page 6 of 10 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 12. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assigm-nent, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case Page 7 of 10 such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Jennifer L. Hall Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 Page 8 of 10 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 Fax: To Consultant: Lisa Penna Vice President & Regional Director Ardurra Group, Inc. 3737 Birch Street, Suite 250 Newport Beach, CA 92660 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signatures on following page] Page 9 of 10 SIGNATURE PAGE FOR CONSULTANT AGREEMEENT BETWEEN CITY OF SANTA ANA AND ARDURRA GROUP, INC. FOR ON -CALL ENGINEERING SERVICES IN WITNESS WHEREOF, 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. CARVALHO City Attorney ,-IONAT N T. TINEZ Assistant City Attorney RECOMMENDED FOR APPROVAL: NABIL SABA Executive Director Public Works Agency CITY OF SANTA ANA KRISTINE RIDGE City Manager CONSULTANT: r-7) - Lfta Al- 'relme Usa M. Penna, PE (Apr 13, 2023 15:57 POT) LISA PENNA Vice President & Regional Director Page tO of 10 EXHIBIT A SCOPE OF SERVICES Appendix ATTACHMENT I SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR ON -CALL ENGINEERING SERVICES RFP NO. 23-030 INTRODUCTION/BACKGROUND The City of Santa Ana intends to retain Civil Engineering Consultants on an as -needed or "on -call" basis. A Professional Services Agreement will be entered into with several of the qualified firms Civil Engineering consultant(s) to provide professional services for a variety of projects on an on -call basis. On an on -call, as -needed basis, the selected firm(s) may later be asked to provide professional engineering services proposals on specific, proj ect-by-proj ect basis, based on an agreed -upon specific scope of services and fees. In general, work consists of general engineering design projects. Funding sources for each project may vary for each project/task order assignment shall comply with the funding agency's requirements. The projects may include water and sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, traffic signal modifications; landscaping and irrigation systems; park and recreational design, grant application writing, and other related projects as required. On occasion, environmental and planning support services may also be requested. The City may need consultant services for mapping and legal description preparation, construction management, staking and inspection. Occasionally the City may also need gootechnical, electrical, mechanical, structural, and other specific infrastructure related services. The consultant shall be able to assist the City through this contract to provide the necessary services. The consultant shall utilize in-house staff and/or sub -consultants to complete the assignments to meet the City standards. For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. Prime consultant mark-ups for sub -consultant work will not be allowed, All proposals, plans, drawings, specifications, estimates, grant applications, and/or studies will be subject to the final approval and satisfaction of the City of Santa Ana. City of Santa Ana RFP 23-030 Page Al-1 Scope of Services The work consists of general engineering design and cost estimating for civil works projects, City facilities, Parks and other related projects as required, The work in general, consists of work in the following areas and not limited to: Civil- Design Transportation/Traffic Structural Geotechnical Land Surveying Architectural Landscape Architectural and Irrigation Environmental Electrical Mechanical Instrumentation and Control Systems Fire Protection Land Surveying Financial and Economic Consulting Engineering In addition to general engineering design projects Consultants may be asked to perform the following tasks: Hydraulic modeling of the water distribution, storm water, and sewer collection systems Evaluations, studies and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations, Electrical and industrial control systems evaluations, studies, drawings, documentation and recommendations Mapping Services Legal Description Preparations Grant Writing- Services Environmental/Planning Support Construction Management Support Pavement Management Special Engineering Studies/Reports/Compliance and Investigations Regulatory Compliance with Federal and State and Local Agencies Financial/cash flow analysis- public works programs Assessment and District Formation Services Sustainable Infrastructure Services Right of Way Studies If there are any exceptions to the core of requested services, proposers shall list said exceptions in their proposal (matrix form). City of Santa Ana RFP 23-030 Page A1-2 For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. The selected consultants must have the expertise, experience, and demonstrated resources available to perform the work described in this RFP. General Requirements and Project Deliverables The Consultant's services for plans specifications and estimating (PS&E) for engineering project preparation and special studies/investigations shall include and in be in conformance with the latest editions of the following: Title 24 of the California Code of Regulations (California Building Standards Code). American Water Works Association, California Department of Transportation, the Americans with Disabilities Act, the City of Santa Ana Municipal Code (SAMC), professional Standards established by the City, and or federal, state and local guidelines established in the project. As part of the preparation of the PS&E, the consultant shall prepare the special provisions pertaining to the items of work included in the plans that are not addressed on the latest editions of the applicable standards. The Consultant shall have complete responsibility for the accuracy and completeness of all documents and plans prepared. The plans will be reviewed by the City of Santa Ana for conformity with the requirements of the Agreement. Reviews by the City of Santa Ana do NOT include detailed review or checking of design or the accuracy with which such designs are depicted in the documents and the plans. The documents and plans furnished under the Agreement shall be of a quality acceptable to the City of Santa Ana. The criteria for acceptance shall be a product of neat appearance, well organized, technically and grammatically correct, checked, and dated and having the maker and checker identified. The Consultant shall have project management control procedures in effect during the entire time work is being performed under the Agreement. This task shall include the following: Project Management Plan — the consultant shall provide a detailed management plan including information and coordination with other agencies to ensure compliance and completion of the (PS&E) packages. This plan shall include all milestones and task breakdown for each of the tasks and subtasks included therein. The project management shall be submitted to the Project Manager for review and within 15 calendar days of the issued Notice to Proceed Deliverables Quality Control/Quality Assurance (QA/QC) Plan Project Schedule/invoicing Project Correspondence In case of conflict, ambiguities, discrepancies, errors, or omissions, the consultant shall submit the matter to the City for clarification. City of Santa Ana RFP 23-030 Page A1-3 The Consultant shall perform engineering design services resulting in contract documents (plans, specifications and cost estimates "PS&E") for various projects on an as -needed basis. However, work tasks may include studies or a variety of engineering tasks. If requested by the City, the Consultant shall provide a Work Plan which includes a detailed schedule of the assigned project prior to the issuance of Notice to Proceed and/or Task Order. Specific Task Orders with Notices to Proceed ("NTPs") will be provided for project(s) at the discretion of the City. Work required per Task Order shall comply with the Scope of Services and additional provisions in each Task Order and this agreement. The following services/items shall include, but are not be limited to: 1. Research existing records of utility companies and agencies and coordinate the proposed improvements with existing field conditions, 2. Conduct an environmental assessment for each project and prepare all documentation required to comply with California Environmental Quality Act (CEQA), and or National Environmental Protection Act (N-EPA). (If required) 3. Provide all field survey and topographic work necessary to complete the design effort. Design level survey and base mapping of the project site shall be prepared in US Customary English units by a California licensed Land Surveyor in accordance with the City guidelines and in Microstation V8i Computer Aided Design and Drafting (CADD) format. The horizontal datum shall be NAD 83 and the vertical datum shall be NAVD 88. All survey field notes shall be on forms provided by the City, shall be neatly completed in pencil, and shall become property of the City upon completion of the project. Informal field investigations including marking of removal areas may be required for some of the sidewalk, curb and gutter, and pavement replacement projects. 4. Complete the design of projects including plans, specifications, and engineer's construction cost estimate. The Consultant shall contact manufacturers and/or contractors to verify the engineer's estimate prior to submitting to the City. Specifications shall be prepared in Microsoft Word and an electronic copy of the final version shall be furnished to the City. The City will provide the specification boiler plate to the Consultant. 5. If requested, all preliminary and bid sets of plans shall be plotted on bond or velum paper using Microstation V8i CADD software program. All drawings shall be completed per the City of Santa Ana CADD Standards and any special provisions thereof. For interim submittals, the City may opt to receive only PDF versions of the plans for reviewing purposes. If so, the Consultant team will provide plans and/or specifications accordingly. 6. All original plan sheets, the title sheet of the specifications, calculations, and reports shall be signed and stamped by the Consultant's licensed professional engineer responsible/in-charge of the project. City of Santa Ana RFP 23-030 Page Al -4 7. If a part of the on -call project scope, the Consultant shall provide support services during the bidding and construction phases of the project, including, but not limited to: a. Respond to bidder inquiries during the bidding process, including preparation of any addenda. Following award of the construction contract, the Consultant shall attend the pre -construction meeting. b. Review and approve all submittals and shop plan drawings required supporting the construction contract. The Consultant shall complete shop drawings reviews within two (2) weeks of receipt. Contract Change Order reviews shall be completed within two (2) working days of receipt. c. Respond to written Requests for Information (RFI) to provide clarification or resolve discrepancies in the contract documents. Responses shall be completed within three (3) working days. d. Provide periodic field reviews and bring to the attention of the City of Santa Ana any defects or deficiencies in the work by the construction contractor which the Consultant may observe. The Consultant shall have no authority to issue instruction on behalf of the City of Santa Ana, or to deputize another to do so. 8. If included in the on -call project scope, upon completion of construction, the Consultant shall prepare as -built plans and submit them to the City. The Consultant shall incorporate all changes to the plans electronically with all necessary revision notations. Once plans have been updated, a signed set of as -built plans shall be submitted to the City with an electronic copy (in Microstation V8i CADD and pdf formats) of the final as -built drawings via CD ore - mail. 9. The Consultant shall monitor the project progress, maintain project files, and control the quality of the work performed by in-house staff and/or sub -consultants. Incomplete (not meeting targeted completion) or poor quality work will not be accepted. The Consultant shall ' revise the documents within a revised schedule set by the City, which may require overtime. No additional compensation necessary for the consultant to complete this work to the satisfaction of the City shall be approved by the City for the required revisions. It is the responsibility of the Consultant to produce a professional -level quality of work product. 10, If included in the on -call project scope, attend meetings with the City staff as required 11. If included in the on -call project scope, the Consultant shall coordinate plan check, design topics, permits and any other issues with the City, other Agencies, and all utility companies as required. At the direction of the City, the Consultant shall be the liaison with affected agencies. 12. If included in the on -call project scope, the Consultant shall be responsible for reviewing and approving addenda and clarifications to plans and specifications. All information regarding the plans and specifications and or documentation related to the project and approved by the City, will then become property of the City. City of Santa Ana RFP 23-030 Page A1-5 A more detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. All tasks orders shall include the staff title, hours, hourly rate and totals as related to the project. Construction Plans, Standard Specifications and Estimate (PS&E) Preliminary Design - Attend project scope meeting with City Staff to review project details. Consultant shall field review, inspect and conduct all necessary surveys to prepare a Preliminary Design Report (PDR) or alternatives, preliminary cost estimate and preferred alternative as requested by the project manager. A (PS&E) package shall be submitted to review at 30% design for independent City review A (PS&E) package shall be submitted to review at 60% design for independent City review A (PS&E) package shall be submitted to review at for FINAL independent design review. The City will review and comment on the PS&E packages with a turnaround goal of (2) weeks. One (1) copy of the documents with comments will be returned to the consultant. Unless, several agencies are involved in the review process multiple documents with comments will be provided to the consultant. After the final design comments have been incorporated the consultant shall provide the City with final (PS&E) package ready forbid. See Section - General Requirements and Project Deliverables Section. Proiect Schedule and Progress: Progress review meetings shall be held at intervals deemed appropriate by the City. The Consultant shall furnish two copies of all completed work or partially completed update/status since the last progress review meeting. Progress reports shall be submitted monthly in electronic format indicating achievements and project schedule progress. Ci1y Responsibilities: The City will provide information 'in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein. a Furnish scope of work and provide general direction as needed for the assigned project a All plan check coordination within the City a Advertise, award, and administer of construction contract 0 Electronic files (sample plans & specifications, City of Santa Ana's CADD Standards) 0 Electronic files for title sheets and sheet borders a Facilitate meeting space and coordination and City facilities City of Santa Ana RFP 23-030 Page A1-6 Fee Pronosal: In addition to Section W.B.3 (Submittal Requirements: Fee Proposal) fee schedule shall be structured as follows: The fee proposal shall include the firm's standard hourly fee schedule, and/or project fee schedule where applicable and as outlined in this this documents. A list of all positions and hourly rates required to perform the services described herein shall remain valid for one (1) full calendar year following contract execution. Subsequent rates shall be renegotiated between the firm and the City. Amore detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. Other Ternis and Conditions: 1. The project will be implemented in compliance with the City of Santa Ana's policies, as well as Prevailing Wages and State/Federal Requirements. 2. The City regards the inclusion of California based designs, engineering, and construction professionals, facilities, and services as part of the Team to be highly desirable, but not mandatory. 3. The City reserves the right to amend this Request for Proposal by addendum prior to the final dates of submission. 4. All reports, proposals, or other data or materials which are submitted shall become the sole property of the City of Santa Ana with the exception of the confidential Financial Capacity information and scaled fee proposals which will be returned to all proposers after award of contract to the selected Team 5. All products used or developed in the execution of any contract resulting from this request will remain in the public domain at the completion of this project. 6. The City has an affirmative action program, The purpose of the affirmative action program is to encourage certified minority business enterprises and women business enterprises. All submitting firms must have established affirmative action programs approvable by the City. During the RFP stage, all firms will need to complete a "Certification of Non -Discrimination by Contractors" for each firm on their team. City of Santa Ana RFP 23-030 Page AIJ EXHIBIT B CONSULTANT'S PROPOSAL SANTA ANA W7 Arl 71 IVA r Al io eorK 4 4, . . . . . . . . . . le, 91L 41P m r mm�-, i'4 This page intentionally left blank 1. STATEMENT OF QUALIFICATIONS a. COVER LETTER /10 March 14, 2023 ARDURRA City of Santa Ana Attn.: Sean Thomas Public Works Agency; M-36 20 Civic Center Plaza; Ross Annex Santa Ana, CA 92701 SUBJECT: PROPOSAL TO PROVIDE ON -CALL ENGINEERING SERVICES, RFP NO. 23-030 Dear Sean Thomas and Selection Committee Members: Ardurra Group, Inc. (Ardurra) appreciates this opportunity to present our qualifications for on -call engineering services for the City of Santa Ana. We have assembled a team ready to provide the full range of services necessary for the successful delivery of your projects. Selecting the Ardurra team offers the City of Santa Ana the following benefits: • Hands-on, dedicated contract manager supported by a team ready to assist through each phase of your projects. We take pride in our ability to embed ourselves as an extension of staff and continuously and professionally keep our client's best interest at the forefront. Our Contract Manager, Mark Lewis, PE, TE, is a proven leader with extensive public works and utility experience, including 13 years as the Director of Public Works/City Engineer at the City of Fountain Valley where he directed the operations, maintenance, and capital improvement programs. Among Mark's many achievements at Fountain Valley were the 1-405 Improvement Project that included the Slater Avenue Bridge and the $20 million Recreation Center and Sports Park Master Plan Expansion, the largest capital project in Fountain Valley's history. While at Ardurra, Mark has been a valuable municipal services client manager providing insight and guidance to a number of cities and water districts where he has provided onsite program and project management; staff assistance; organizational review; mentoring; capital project development; preparation of capital project bid packages; guidance on water and wastewater collection systems and design strategies to maximize cost efficiency and minimize ongoing maintenance; creative project funding strategies; review and strategy for development of municipal buildings; preparation of multi -year CIPs; landscape concept strategies; and preparation of traffic control, striping, and detour plans. He brings a perspective from a public agency professional, which has led to improved solutions, cost-effectiveness, and more robust protections against change orders and claims. • The capacity to provide the right staff at the right time. We have a deep bench of in-house engineers, hydraulic modelers, environmental compliance specialists, construction managers, and inspectors. Our team is competent, responsive, and conforms to California Building Standards Code/Title 24, City standards, codes and ordinances, federal grant requirements, Caltrans Local Assistance Procedures Manual (LAPM), Greenbook, APWA standards, AWWA standards and, where appropriate, LEED, DSA, and OSHPD standards. For any specialty services required, we have partnered with Ninyo & Moore for geotechnical engineering, RA-DA for architectural support, CL Surveying & Mapping for survey, Lynn Capouya Inc. for landscape architectural services, and Bucknam Infrastructure Group for pavement management and GIS services. Ardurra has authorized Lisa Penna to sign this proposal and bind the firm. We look forward to serving the City of Santa Ana on this on -call engineering services contract. Please feel free to contact me at (949) 922-2800 or 1penna@ardurra.com or our contract manager Mark Lewis at (949) 677-0391 or mlewis@ardurra.com if you have any questions or need additional information. Respectfully submitted, z. 2., Lisa M. Penna, PE, F.ASCE, QSD Mark JLewi , E, Vice President, Regional Director Project irector, M icipal Services 3737 Birch Street, Suite 250 Newport Beach, CA 92660 1 949.428.1500 www.ardurra.com b. CONTRACT AGREEMENT STATEMENT Ardurra accepts the Consultant Agreement as provided in the City's RFP Appendix, Attachment 2. c. FIRM AND TEAM EXPERIENCE COMPANY OVERVIEW Ranked 114 in Engineering News-Record's Top 500, Ardurra offers the resources of a large national firm with more than 1,250 employees in 70 offices across the country. We focus on seven key service areas including: public works/civil planning, design and construction management, water/wastewater planning design and construction management, environmental, land development, emergency management, structural engineering, and survey. Financial Capacity Ardurra is in excellent financial condition. The business has grown substantially since its roots dating back more than 65 years. Incorporated in 1977, Ardurra has increased to more than 1,250 employees in 70 offices throughout the nation. The company has maintained profitability and built positive net worth on its balance sheet. There is no history of bankruptcy and no planned office closure or impending merger plans. We are in good standing with the State of California and in full compliance with state and federal Equal Employment Opportunity laws and regulations. Comprehensive Local Resource As neighbors —with our nearby Newport Beach office and many of our team members being residents of surrounding communities — we are deeply invested in the City's success. With more than 120 professionals in Southern California, we have the depth of resources to respond quickly to your needs. The Public Works Division of Ardurra specializes in project delivery for local municipalities throughout California. With an emphasis on practical, proven, and cost-effective solutions, our capabilities are focused on the planning, design, and construction of roadway and utility improvements, as well as managing multi -project capital improvement programs for public agencies. Ardurra has worked with local municipalities and regulatory agencies for many years, and we coordinate successfully with these agencies by communicating early and addressing their requirements to achieve a smooth approval process. Our clients get successful projects and services, well -managed budgets, and thoroughly satisfied stakeholders because we work side -by -side with local and regional agency staff. This close working relationship develops collaboration with community and business stakeholders, and partners effectively with state and federal regulatory agencies. Local agencies like you get our unique management approach, which carefully monitors program effectiveness and closely tracks work quality and cost. With these abilities and proven processes, our clients get a partner that routinely delivers projects under aggressive schedules and provides careful management, administration, and oversight of project development teams from inception to completion with committed and complete ownership of all aspects. Capabilities to Meet Your Needs As you will see in our organization chart on page 3, we have assembled a comprehensive team to enable us to support the City in any of the engineering disciplines required for this on -call contract. Our engineering team is both experienced and technically current in the design, construction, rehabilitation, maintenance and funding of various projects in the public right-of-way including street, sewer, storm drain, streetlight, small buildings, parks, facilities and various other public works projects. In addition, our staff is fully versed in the planning and modeling of wastewater facilities, hydrology and hydraulic analysis and utility relocation. Our team has established and maintained effective working relationships with numerous local agencies in Southern California, including the Regional Water Quality Board, US Army Corp of Engineers, California Fish and Wildlife, Caltrans, and numerous cities throughout the region. Our team is well -versed in city codes and ordinances, Caltrans, Greenbook, Americans with Disabilities Act, AASHTO, AWWA and APWA standards, as well as LEED, DSA, and OSHPD standards. Some of our team members are already familiar with the City of Santa Ana Municipal Code (SAMC). Since Ardurra works mostly for municipalities, we have extensive familiarity with local, state and federal procedures, both in helping to obtain funding and in delivering the pertinent /\/ ARDURRA City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 YOUR COMPREHENSIVE TEAM Ardurra's wide range of in-house capabilities enables us to provide the right staff at the right time. Lisa M. Parma, PE, FASCE, QSD I I CIVIL ENGINEERING 1,131141-11, ", ffl, Anissa Voyiatzes, PE, QSD, ENV SP ruMark Lewis, PE, TE * Jose Hernandez, PE, QSD/P Anissa Voyiatzes, PE, QSD, ENV SP Eli Farah, PE Jose Hernandez, PE, QSD/P * Megh Govindu, PE,I PTOE Lisette Bice, PE, QSD, ENV SP Raghu Veturi, PE,I PTOE Andrea Mosqueda, PE, ENV SP Catie Reid, PEI Eli Farah, PE Rudy Hiremath, PEI Miguel Hurtado, PE Mark Lewis, PE, TE Bob Merrell, PE Dalia Mulato Dustin Payne Dolores Salgado, PE Bradley Waldrop, PE Andrea Mosqueda, PE, ENV SP Rob Weber, PE Anders Egense, PE Agata Ristow, PE Jamie Fagnant, PE, QSD Chad Morris, PE Aric Gnesa, PE, DBIA Justis Weaver, PEI Rick Kennedy, PE Ozzie Agbonavbare, PEI Kaitlyn Leong, PE Dolores Salgado, PE Patrick Mulvey, PE Kaitlyn Leong, PE Dolores Salgado, PE Rick Kennedy, PE Key personnel ARCHITECTURAL PE registered out of state RA-DA City Project Manager Mark Lewis, PE, TE * Lori Trotter, AICP CEP * Riley Christie Shyamala Raveendran, PE Jiajia Huang, PE ARCHAEOLOGY, PALEONTOLOGY, AND HISTORICAL RESOURCES BCR Consulting LLC BIOLOGY ELMT Consulting TRAFFIC, AIR, AND NOISE Ganddini Group, Inc. Shyamala Raveendran, PE* Jiajia Huang, PE Christian Ramirez Omar Alameddine, EIT * Omar Alameddine, EIT * Dino D'Emilia, PE, FASCE, QSD John Wolitarsky, CCM Oscar Gonzalez, PE Mark Lewis, PE, TE Gafur Oyewo * Arash Rostamian, PE, QSP, CPII Joe Stoakley, PE, QSD Mahina Payo (Siu) Amy Czajkowski, PE, CCM, QSD/P Omar Alameddine, EIT Gafur Oyewo * Oscar Gonzalez, PE Scott Adamson, PE, QSD/P Nancy Cambra Robin Babka GEOTECHNICAL LANDSCAPE ARCHITECTURE PAVEMENT MANAGEMENT & GIs Ninyo & Moore Lynn Capouya Inc. Bucknam Infrastructure Group, Inc. Gafur Oyewo * Brian Briones Keith Forbes, QSP Eric Nunez Arash Rostamian, PE, QSP, CPII Joe Stoakley, PE, CSD Chip Vanderbeek, QSP ManuelBriones Douglas Davidson John Dela Cruz, QSP Brian Dong Eric Egurrola Naomi Johnson Matt Reagan, QSP Dennis Rodriguez Don Wren, Jr. Dustin Blackwell Dee Yeh Ralkan Khraisat Karen Brown -Castro Russell "Rusty" Rapp, EIT Naomi Johnson SURVEYING CIL Surveying & Mapping City of Santa Ana I March 14, 2023 /`�/ARDURRA On -Call Engineering Services, RFP No. 23-030 E documentation. We coordinate successfully with these agencies by communicating early and addressing their requirements to achieve a smooth approval process. Our team has worked on many federally funded projects over the years. Caltrans has even used our well -established and proven templates as examples. We have an excellent track record for delivering exception -free federally funded project oversight reviews and federal audits. The team has a keen understanding of the Local Assistance Procedures Manual (LAPM) and Caltrans oversight review process. As a result, we deliver well -organized projects with complete documentation to meet federal compliance requirements. A COMPREHENSIVE TEAM COMMITTED TO YOUR SUCCESS We understand the key issue for providing effective services is to be highly responsive and have the depth of resources locally available to fulfill your project needs. You will see this deep bench of local resources that we offer on the organization chart illustrated on page 3. Our team is comprised of highly competent and experienced professionals who have numerous years of experience and an excellent history of success delivering capital improvement projects —from preliminary planning to construction to post - construction and start-up. Our staff members are well -trained in problem solving. We process all issues with a sense of urgency and present our clients with suggested alternatives, cost and schedule affects, and recommended solutions that best suit the interests of the project and the City. Ardurra's effective and expeditious communication with all parties has enabled our team to identify conflicts, environmental concerns, construction problems, and coordination issues early, thus minimizing delays and reducing cost. Mark Lewis, PE, TE I Contract Manager/Primary Contact A proven leader with 38 years of engineering experience, Mark's ambitious career began with the City of Fountain Valley and spans 34 o t ose years commencing as a college intern and advancing as director of public works/ city engineer for 13 years. Mark has extensive familiarity, knowledge, and progressive management expertise in strategic planning, operational efficiency, financial planning, and human resources management. He applies an innovative approach in these key areas in addition to communication, funding procurement, asset management, capital improvement program development and implementation, project management and intergovernmental relations to deliver cost -saving solutions to all his projects. PRIMARY CONTACT MARK LEWIS, PE, TE //�/ Ardurra Project Director, Municipal Services 3737 Birch Street, Suite 250 Newport Beach, CA 92660 Cell: 949.677.0391 Email: mlewis@ardurra.com As contract manager, Mark is prepared to respond to a variety of requests from the City to execute each task order to meet your diverse needs. Once a task order is received, Mark will review/ develop the scope with the task leaders and provide the City with resumes of available staff with the best mix of experience and expertise for the task assigned. Anissa Voyiatzes, PE, QSD, ENV SP I Civil Engineering Lead p?�� Anissa has 27 years of experience in civil engineering planning, design, program and project management for transportation and public works projects, which have included bikeway, roadway widening, rehabilitation, ADA compliance evaluation and improvements, complete streets and streetscape projects, utility engineering, site grading, traffic engineering, flood control facilities, drainage systems, sewer and water systems, parking lots and retaining walls. She specializes in public works engineering that incorporate sustainable design practices. Anissa's project management approach, which has been key to her success, involves focusing on the needs of her clients while staying flexible and adaptable through the life of the project. Jose Hernandez, PE, QSDIP I Civil/Traffic Engineering With 25 years of experience, Jose f has managed the design of numerous projects involving street rehabilitation, ADA improvements, concrete flatwork improvements, restriping, installing road si gns, and designing for impacts to utilities. Jose s accomplished projects have won ASCE Project of the Year for Airports and Ports and for Urban and Land Development. He is well -versed with design standards, techniques and analytical methods, bid specifications, and cost estimating. Rob Weber, PE I Civil Engineering Rob has 33 years of civil engineering and project management experience on a variety of municipal and public works water, wastewater, and recycled water projects. Specific project experience includes conveyance pipelines; reservoirs and //\/ARDURRA City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 tanks, water pump stations, and sewer lift stations. He has also successfully managed several as -needed services contracts for municipalities and water/wastewater utilities. Rob is thoroughly familiar with design standards, techniques and analytical methods, bid specifications, and cost estimating. His experience extends beyond civil engineering to include securing required project permits, fostering cooperative inter -agency approvals, and gaining community project acceptance. Bradley Waldrop, PE I Structural Engineer Thirty three years ago Bradley started his career in the development of new design and construction technologies to retrofit California's at -risk bridges after the Loma Prieta Earthquake. As his technical expertise expanded, he provided design leadership in long -span and signature structures such as the Interstate-40 Mississippi River Bridge, the North Viaduct of the Golden Gate Bridge, and the Benicia -Martinez Bridge. Bradley was part of a three -member team to invent a unique eccentrically braced frame system for steel buildings, now called Tru-FrameO. Today, Bradley focuses on delivering clever solutions to local public agencies biggest civil engineering challenges as he continues to deliver award -winning projects. Agata Ristow, PE I Electrical Engineer, Instrumentation/Control Agata has 18 years of electrical engineering experience for the water, wastewater and solid waste, food and beverage, pharmaceuticals, and oil and gas markets. Her expertise encompasses the design, implementation, and project management of electrical system improvement and SCADA projects for water and wastewater treatment plants across the United States. Additionally, she has experience in electrical engineering for transportation applications including project management, light rail, catenary, and signaling. Lori Trottier, AlCP CEP I Environmental Lead Lori has 34 years of experience as primary author and environmental project manager for compliance with CEQA and NEPA. Her experience includes a variety of development and infrastructure projects involving master plans for large-scale phased development, roadways and intersections, energy transmission, radio and communication sites, development of residential, commercial, mixed -use, and industrial land uses, regional recreation facilities, General Plans, General Plan Elements and Specific Plans. Lori has managed numerous multidisciplinary teams and been primary author on regionally significant and high -profile CEQA documents involving considerable public input. She is an expert on CEQA compliance, environmental planning, and analysis. Lori's experience extends beyond environmental planning and includes many types of entitlement permits for development, natural resources, and construction. Shyamala Raveendran, PE I Hydraulic Modeling/Planning Shyamala has more than 20 years of civil engineering and project management experience encompassing a wide range of water/wastewater master planning and water distribution systems operations projects, assisting clients reach decisions about hydraulic analysis and pump selection, lift station site layouts, and construction phasing. Her experience includes serving on the staff of the California Water Services Company, where she provided technical advisory and support for over 25 operating water systems in California. In this capacity, she provided supply -demand analysis of water distribution systems, support for design of water system facilities, and detailed assessments of water system operational issues including operational risks and optimization of tank, pump, valve, and pipeline infrastructures. Omar Alameddine I Construction Management Lead 1% Omar is the Project and Construction Management Services Group Leader for Ardurra and brings an extensive background in construction management and inspection on public works and Caltrans projects. Clients appreciate Omar's penchant for precision and thorough documentation. He has 16 years of experience in Southern California. He has managed CM and inspection teams working on city water projects and has delivered projects to renew city streets and freeways, applying his knowledge of Caltrans and Greenbook standards. He has also managed and inspected construction of recreational facilities such as soccer fields, public parks and a dog park, public facilities, sewer, and drainage improvements. Omar has managed numerous on -call contracts such as for the Cities of Anaheim, Cypress, Duarte, Burbank, and Lake Forest and Counties of Los Angeles and San Diego, to name a few. Gafur Oyewo I Inspections Manager, Construction Manager Gafur brings 13 years of project and construction management experience, with proficiency in large-scale public works project administrative/management processes such as critical path management, project scope management, payment/requisition processing, and safety management. He has extensive knowledge in City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 //\///" ARDURRA commercial and residential property rehabilitation and restoration as well as floating and fixed marine asset dry-docking and repair. His experience spans projects involving a diverse range of installations, which include landscaping, roofing, asbestos abatement, masonry, steel structure erection, concrete, electrical, plumbing, and interior renovation. His experience also entails inspection services on road improvement projects, utility infrastructure, transit centers, and guardrail replacements. He currently serves as Ardurra's Inspection Services Manager coordinating our pool of inspectors. Amy Czajkowski, PE, CCM, QSID/P I Construction Manager Amy has 30 years of experience in -D system planning, design engineering, and construction/project management of public utilities infrastructure projects. She has expertise in contract administration and change order management and knowledge of the roles and responsibilities of complex construction. She shares this knowledge and experience by teaching a Certified Construction Manager (CCM) course in Contract Administration,which specializes in fulfilling contract compliance. Amy is recognized for her project management, thorough design review and plan checking, and ability to work with a variety of contractors and permit applicants. An additional specialty of hers is stormwater management, which includes design services, assisting with permitting compliance, and performing inspection for effectiveness of BMP systems during construction. She has conducted master plans for water and sewer services, assessed impact fees, and developed capital improvement programs to ensure adequate service. She has managed onsite capital improvement projects and served as extension of staff acting on behalf of the client. Team Availability We are there when you need us! Ardurra's wide range of in-house capabilities enables us to provide the right staff at the right time. The Ardurra team is available and ready to start working immediately on any task defined by the City. Our team members have a track record of delivering projects on schedule, and our service is greatly facilitated by the working relationships we have in place with our local specialty subconsultants. If an accelerated project delivery schedule is required, Ardurra has the depth to add more staff to get the work done. Our project managers are adept at allocating the right resources with the best mix of availability and expertise for the task assigned, and they can draw from our deep bench of experienced professionals to serve a large number of concurrent projects as needed. The table on above shows the estimated percentage of time available for our key personnel. TEAM AVAILABILITY Lisa Pen na/Principal-in-Charge 20% Mark Lewis/Contract Manager, Civil, 50% Project Management, Traffic Engineering Anissa Voyiatzes/Civil Engineering Lead 40% Jose Hernandez/Civil, Traffic 70% Rob Weber/Civil 40% Bradley Waldrop/Structural 25% Agata Ristow/Electrical Engineer, I&C 30% Lori Trottier/Environ mental 50% Shyamala Raveendran/Hydraulic Modeling, 60% Planning Omar Alameddine/Construction Manager 30% Gafur Oyewo/Inspections Manager, 40% Construction Manager Amy Czajkowski/Construction Manager 20% *Availability was determined at the time of submittal and is subject to change. Availability for construction management and inspection personnel is dependent upon the timing of the project Resumes of Key Personnel We have provided resumes for our key personnel as well as our subconsultants in Appendix B. We would be happy to provide resumes for our additional staff upon the City's request. Specialty Services We have augmented our team with specialized subconsultants who are experts in their respective fields. Ardurra has worked extensively with these exceptional firms. This long-standing alliance enables a streamlined approach and smooth coordination. Bucknam Infrastructure Group I Pavement Management and GIS Services ,VdTPUCKNAM IN FRAVR UCTUR E G R OU P. IN C Bucknarn Infrastructure Group, Inc. (est. 2011, S-Corporation) has a full -service office in Southern California and is committed to building stronger relationships with government organizations through frequent communication and team building. The firm builds long-term partnerships with agencies that expect and require accuracy, efficiency, and integrity in all aspects of community services. Bucknam's experienced staff is committed /\/ ARDURRA City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 to ensuring that immediate and long-term goals are met and are a top priority in the development of pavement management, infrastructure management, financial, geographic information systems (GIS), and facility management projects. Bucknam's full -service Infrastructure Management — GIS Division provides comprehensive engineering and infrastructure/ GIS management services, as well as database management, pavement/ROW field inspection services, and GIS automation and management. Staff consists of registered civil engineers, former Director of Public Works -City Engineers and maintenance specialists who can help implement solutions based upon your specific facility/infrastructure needs and will provide assistance through each step of your project. • Pavement-CIP Management m Public Works Management (PMP) m ADA Self -Evaluation/ • Pavement Data Conversion Transition Planning • Pavement Condition m GASB 34 Compliance/ Surveys Reporting • PMP Assessments/Software m Intranet GIS Implementation • PMP/GIS Deliverables m Contract GIS Services • ArcGIS Online Apps/Tool m Traffic Control Device/Sign Development Inventory • Public ROW Inventories m Maintenance Management • PMP PCTA - Compliance Programs Reporting m Record Retention/Scanning • Digital Roadway Imaging/ Services Survey m Utility GIS Services Regarding Pavement Management Programs, Bucknarn is currently assisting 60+ SoCal local agencies comply with the County pavement reporting requirements. In addition to the extensive knowledge and experience of its infrastructure management professionals, Bucknam provides a broad scope of administrative, inspection, construction management, civil engineering, and GIS services to public agencies. The extensive experience of Bucknam's staff, coupled with PMP service to more than 100 cities and other public agencies, assures clients that the firm is a broad based resource with an understanding of today's infrastructure issues and knows how to provide the necessary solutions to public agencies in today's complex governmental environment. Bucknarn brings a wealth of experience to the City through our successful track record, pavement management knowledge through application, and relationship building through trust and adherence to schedule. Bucknarn is very familiar with the City of Santa Ana, having performed the City's 2022 Pavement ManagemenVOCTA biennial update and has a current contract for Pavement Management — GIS Integration. CIL Surveying & Mapping I Surveying YT-1 CL Inv SURVEYING & MAPPING CL Surveying & Mapping, founded in 2007, is a Certified DBE, MBE and SBE Land Surveying Firm with 3 licensed Professional Land Surveyors. CL Surveying's teams of qualified and experienced surveyors provide clients the most cost-efficient, professional and personalized services in the industry. The firm's principals are all experienced, licensed land surveyors; and are signatory to the labor agreement with the Operating Engineers Local 12 allowing the firm to access a large pool of experienced surveyors to staff any size project. Working with clients in the public and private sectors, CL Surveying prepares records of survey, engineering drawings, stake -out services, as -built surveys, parcel maps and parcel map exemption applications (lot line adjustments), tract maps, legal descriptions and ALTA Surveys. Staff is well -versed and proficient in the preparation of legal descriptions and exhibit maps for easements and property descriptions. Staff provides field and office survey services for construction staking of utilities, street construction and site developments; and prepares design surveys as base mapping for street improvement designs, utility routing, drainage studies and site development or redevelopment. CL Surveying is expert in the integration of field survey and record data with digital aerial mapping and orthophotography. Lynn Capouya Inc. I Landscape Architecture LYNN CAPOUYA INC. LANDSCAPE ARCHITECTS Lynn Capouya, Inc. (LCI), founded in 1979, is a privately owned, full -service landscape architectural firm specializing in transportation and related infrastructure projects throughout California. Project implementation -design services include preliminary design, development, and delivery of construction documentation (plans, technical specifications, and cost estimation), site evaluation, planning, resource analysis, plant material studies, and coordination of LEED� certification. LCI works with design teams to complement master plan efforts through sustainable site design. This effort encompasses water - efficient plant palettes, weather sensitive irrigation systems and components, environmentally responsible site drainage, reduction of ambient site temperatures, and sustainable maintenance practices. Experience in landscape project development enables the firm to effectively identify and resolve critical issues encountered in a variety of situations, such as unique climatic conditions, potable/reclaimed irrigation water and air/water/soil quality as these components relate to agronomic suitability. LCI's City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 ///\// ARDURRA ability to weigh the initial and lifecycle costs against client criteria and budget constraints have been valuable tools in determining practical landscape solutions. Ninyo & Moore I Geotechnical Engineering JY/17#9 & ffinare Ninyo & Moore Geotechnical and Environmental Sciences Consultants, a California Corporation, was established in 1986 to provide consulting services in geotechnical engineering, construction inspection and testing, engineering geology, hydrogeology, hazardous waste remediation, and environmental assessment. The experience of Ninyo & Moore's geotechnical staff encompasses projects including evaluations for roads, highways, storm drains, pipelines, treatment plants, power plants, bridges, municipal and commercial structures, educational, medical and recreational facilities, tunnels, tanks, reservoirs, dams, waste - to -energy facilities, transmission towers, harbors and off -shore structures, railroads, airports, low- and high-rise structures, landfills, and other public and private works. Ninyo & Moore's environmental staff has diverse experience in environmental assessments, water quality evaluations, environmental audits, regulatory compliance studies, water resources development, soil and groundwater contamination studies, and site remediation. Ninyo & Moore has three fully equipped, certified soils and materials testing laboratory facilities in southern California supervised by registered engineers. Ninyo & Moore's laboratories are certified by the American Association of State Highway and Transportation Officials, the Cement and Concrete Reference Laboratory, Caltrans, DSA, the City of Los Angeles, and many other agencies. RA-DA I Architecture Lai "11 RA-DA is a boutique design and architecture firm with the background, organizational and technical skills of a large firm. Based in West Hollywood, RA-DA was founded in 2006 by Rania Alomar after a decade of working as a design lead for two prestigious architecture firms. Rania envisioned the firm as a nimble and highly creative entity with a focus on client service, and has since built its reputation into one of the strongest burgeoning design forces in the region. RA-DA's internal team of five architects and designers have consistently performed on all jobs and takes a personal interest in the success of each project. RA-DA personnel are each highly skilled in a variety of the current drafting and 3D tools and excel in presentation and design communication abilities, making it easier for clients to clearly understand all aspects of the proposed design at every stage. RA-DA provides full professional architectural design services, including site assessment, interior planning, concept design, programming, schematic design, design development, interior signage/graphic design, bid documents, construction documents, permitting, and construction administration. BCR Consulting LLC I Archaeology, Paleontology, and Historical Resources BCRCONSULTING LLC BCR Consulting is made up of a highly qualified team of professionals that provide cultural resource compliance services for publicly and privately funded projects pursuant to the California Environmental Quality Act (CEQA), Section 106 of the National Historic Preservation Act (NHPA), and the National Environmental Policy Act (NEPA). BCR Consulting clients are accustomed to receiving excellent results ahead of schedule and within budget limits. Fields of specialization are detailed below and include archaeology (both prehistoric and historic), historic preservation (history and architectural history), paleontology, and geographic information systems (GIS). BCR Consulting is based in Claremont, California, with offices in Napa, Tehachapi, and San Diego, California. This allows the firm to expedite projects throughout the entire state at extremely competitive rates. The BCR Consulting management team exceeds the Secretary of the Interior's Professional Qualification Standards for cultural resource management. The management team quickly and effectively prepares and carries out complex cultural resource scopes of work. Careful maintenance of an in-house database allows scoping for positive findings prior to conducting fieldwork, which minimizes the need for contract augments and helps to expedite production of superior technical reports. BCR Consulting is a certified Small Business Enterprise (SBE), recognized by the Coalition of Southern California Public Agencies. BCR Consulting maintains the necessary permits and insurance to perform all phases of cultural resource work on public and private land. Permits and authorizations include: m Small Business Enterprise (NAICS Code 541620; Vendor 217237) • Bureau of Land Management (BLM) Cultural Use Permit for California and Nevada (Great Basin) • Listed with all 12 Offices of the California Historical Resources Information System (CHRIS) • San Bernardino County Museum Curation Agreement • Accession Agreement with the San Diego Archaeological Center • Arizona State Museum Records Repository Agreement • Riverside County Planning Department Certification to Perform Cultural Resource Work • Orange County Certified Archaeologist /^// ARDURRA City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 EILIVIT Consulting I Biology *�A7 E L M T ELMT is the leader in the field F* FY C() N " L J I I I N G of environmental resources and planning, offers full service biological consulting services specializing in endangered species compliance. • Biological Inventories m Mitigation/Conservation • Jurisdictional Planning Delineations m Resource Management • Vegetation/Sensitive Plans Habitat Mapping m Revegetation/Restoration • Focused Endangered Planning Species Surveys m Endangered Species • Sensitive Plant Surveys Permitting • Impact Assessments m Regulatory Permitting ELMT has expert in-house biologists experienced in the Federal and State Endangered Species Acts, the Migratory Bird Treaty Act, the California Department of Fish and Game Code, the Clean Water Act, and biological analysis under CEQA and NEPA. ELMT's relationships with wildlife agencies, regulatory agencies, federal land managers and various conservation groups allow the firm to serve as a liaison between the applicant and these agencies/organizations. ELMT's biological team has decades of experience in the biological consulting process. Valued services provided by ELMT include: conducting habitat assessments to characterize the biological features of an area, rapidly identifying any sensitive biological resources, suggesting a compliance strategy to resolve identified impacts, and working with the client to make sure their planning needs are met while meeting permitting and mitigation requirements. Ganddini Group I Traffic, Air, and Noise Ganddini Group, Inc., is a technical consulting services firm dedicated to helping our clients succeed through a context -sensitive and cost- effective approach to every project. Ganddini Group's team consists of licensed engineers and highly qualified environmental specialists offering expertise in transportation planning, traffic engineering, parking, noise and vibration, air quality, greenhouse gas, and energy, with a strong emphasis in the preparation of technical studies for CEQA compliance. Ganddini Group has serviced over 500 projects since its founding in 2018—a testament to the strong working relationships its staff have developed over previous years with a range of clients, including planners, engineers, architects, developers, landowners, property managers, and public institutions and agencies. Proudly serving California with headquarters in Orange County, Ganddini Group personnel strives to continue building on trusted working relationships by applying our professional expertise with integrity and with every effort to make a positive contribution to the projects and communities in which they are involved. Ganddini Group has the requisite experience, technical capabilities, and licensing to provide the requested services in a professional and timely manner. Senior personnel have over 100 cumulative years of supporting a range of projects at various stages of development, from early planning/due diligence through environmental clearance and entitlements to operational review. The firm's transportation team consists of licensed engineers and experienced transportation planners highly knowledgeable of industry standards such as the Highway Capacity Manual, Caltrans Highway Design Manual, AASHTO Policy on Geometric Design of Highways and Streets, California Manual on Uniform Traffic Control Devices (CA MUTCD), ITE Trip Generation and Parking Generation Manuals, and the Urban Land Institute (ULI) Shared Parking method. Technical knowledge is supplemented with the latest software applications for traffic and parking analysis, such as Vistro, Synch ro/Si mTraffic, Highway Capacity Software, and the ULI Shared Parking Model. Ganddini Group's noise and air quality team consists of highly educated environmental analysts with a successful history of preparing a comprehensive range of technical analyses, including acoustical modeling, regulatory review and impact assessment, emissions inventories, greenhouse gas/climate change analysis, air dispersion modeling, and energy consumption. Ganddini Group is proficient in the various software programs necessary for noise, air quality, and related analyses, including Sound32, TNM, SoundPLAN, RCNM, FHWA Traffic Noise Prediction Model, CaIEEMod, AERMOD, EMFAC, and CALINE. d. UNDERSTANDING OF NEED We understand the City's goal is to work with an experienced and reliable multidisciplined team with strong leadership to supplement the City's engineering staff by providing full -service turn -key professional civil engineering services for civil works projects, City facilities, parks, and other projects on an as -needed basis. General areas of work may entail the following disciplines: civil design; transportation/traffic; structural; geotechnical; land surveying; architectural; landscape architectural and irrigation; environmental; electrical; mechanical; instrumentation and control systems; fire protection; land surveying; financial and economic consulting engineering; hydraulic modeling; evaluations, studies and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations; electrical and industrial control systems evaluations, studies, drawings, City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 //\///" ARDURRA documentation and recommendations; mapping services; legal description preparations; grant writing services; environmental/ planning support; construction management support; pavement management; special engineering stud ies/reports/com pl iance and investigations; regulatory compliance with federal and state and local agencies; financial/cash flow analysis — public works programs; assessment and district formation services; sustainable infrastructure services; and right-of-way studies. According to the RFP, projects may include water and sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, traffic signal modifications; landscaping and irrigation systems; park and recreational design, grant application writing, and other related projects as required. This on -call contract consists of an initial 3-year term, with a City option for one 2-year extension. In the team organization chart on page 3, we matched our resources to each element of the scope. As demonstrated in the Relevant Project Experience section (starting on page 15), we have the experience necessary to respond to the City's needs and efficiently deliver projects in accordance with applicable codes and standards such as Title 24 of the California Code of Regulations (California Building Standards Code), American Water Works Association, California Department of Transportation, Americans with Disabilities Act, and City of Santa Ana Municipal Code. Our team also has the administrative management experience for all funding sources used to support your CIP program. Our goal is to be a true partner with the City, and we share your commitment to maintaining Santa Ana's infrastructure and quality of life. This section includes our typical approach to providing on -call engineering services. Our time -tested proactive approach will be incorporated into your projects to ensure quality control from start to finish. SOLVING AGENCIES' BIGGEST CHALLENGES WITH PROVEN SOLUTIONS Based on 30+ years of experience delivering on -call services for agencies like yours, we have developed simple, clever, and proven solutions to issues we see regularly. We use a risk matrix to identify and manage challenges early in the project as they relate to clearing the right-of-way, coordinating utilities, stakeholder involvement, material cost escalations, supply chain disruptions, and mitigating or avoiding environmental impacts. You get a standing meeting in your calendar between your point of contact and our project manager to discuss deliverables, status updates, and information requests. This simple and short meeting means you will have information you need and task order status you can share with your team regularly. Your projects get committed and coordinated staff because our office and regional leaders meet at least every two weeks to discuss deliverables, resources, quality control, and following through on our promises. This gives you a flexible and skilled team focused on hitting deadlines with high -quality work. You get exclusive access to the amazing talent from one of the country's fastest growing engineering firms. We are humbled by being on Zweig's preferred employer's list for the last 5 years. This means we are a magnet for talent! We have been growing consistently, and we are adding amazing people every week. This gives you direct access to more help, more unique solutions, and a small army of professionals that have a heart for client service. APPROACH TO ON -CALL ENGINEERING DESIGN Ardurra has a history of providing services for large on -call contracts to numerous agencies throughout California. Because of this experience, Ardurra has a strong understanding of how to address project issues and the needs of public agencies for multiple, concurring tasks. This experience allows us to provide responsive teams led by experienced task managers to solve the needs of our clients in a timely manner. With a large contingent of local resources to draw from, the Ardurra project team can respond to whatever needs may arise. By effectively managing a balanced client workload among our staff, Ardurra can respond within a day to meet with the City. This helps keep the project momentum moving forward so that the Ardurra team is in place and ready to work within days of receiving a Notice to Proceed. Consistent with our proven long-term approach to large municipal on -call contracts, Ardurra has the technical expertise and experience to provide all project types as requested in the RFP as well as the administrative management experience for all funding sources used to support your CIP program. Ardurra's approach to on -call work provides you streamlined delivery, improved communications, and enhanced project outcomes. We adapt this process to meet your needs and your project types. Our proactive management approach is outlined below and will be incorporated into your projects to ensure quality control from start to finish. //\/ ARDURRA City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 TASX ORDIUNIVATION RHAU --------------- ----------- RNALE"HERMNUM PA"I"KAST CLONOUTPHA5V Sundard Workfio%� Gwl A Reliable Process for Timely Project Delivery As you can see in the figure above, we have so much experience completing projects as on -call extensions of staff that we mapped out what consistently works for our clients, allowing us to better manage our resources to react to your needs. We broke this process into five simple phases: • Task Order Initiation Phase. In this phase we listen to your needs, write a complete scope, negotiate a fair fee, and agree on a delivery schedule. We have a series of checks and balances built in because we want to start right on every task order. • PA/ED Phase. This phase delivers environmental approval. This phase interacts with the design phase and keeps your project from being derailed by unforeseen mitigation or regulatory roadblocks. • Final Engineering Phase. In this phase we work with your team to develop "ready to list" (RTL) packages from conceptual ideas. In this phase, we use the environmental clearance and mitigation documents as guidance for design constraints. This process is collaborative and provides you and stakeholders an opportunity to express your opinion about the technical solutions we propose. • Construction Phase. This phase is a critical step in interpreting and enforcing the plans, specifications, estimates, environmental mitigation, and contract obligations. With us on your team for this phase, you get a partner in a fast -paced and dynamic environment where we can help provide recommendations and field solutions on the fly. • Closeout Phase. We find this phase is sometimes the second most important (next to the Task Order Initiation Phase). It is during this phase that you finally realize the benefits of the hard work it took to complete the project. In this phase, we support your team to close out projects, get reimbursed (depending on funding), open projects to the public, and help celebrate your success. Task Order Procedure Ardurra's keys to success on as -needed contracts include our responsiveness, understanding of the City's needs, capability and availability of qualified staff, and our historically successful comprehensive project management approach for on -call, multiple -task, multiple -year contracts. Ardurra will commit sufficient resources to handle varying workloads that may result from multiple task orders progressing simultaneously, but technical strengths and resources are only of value if we manage those resources well. The Ardurra approach to effective project management starts with scope, schedule, and budget development, signed contracts, and kickoff meetings. The project manager then organizes the project management concepts for the duration of each task and the overall contract around a core framework of communication, coordination, thorough documentation, and quality control for each submittal on each task. This effort does not end until we complete and file the record drawings. The Ardurra team understands the importance of meeting deadlines in a timely manner. We commit to providing adequate staffing (both as to the number of personnel and their qualifications) for every task. Our approach is flexible and adaptive to each task, and we can also commit to making use of personnel from other offices throughout the company and bringing on additional staff. We can scale up or down as needed with a focus on our unmatched responsiveness. Through our current on -call contracts, we have developed a proven task order process. It is an organized and streamlined City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 //\/'ARDURRA approach for requesting, developing, and completing task order assignments. This process provides the City with teams available for multiple tasks off the on -call contract and a formal approach to respond to each task. Below, we summarize our proposed approach for completing the task orders. • Step 1 — Initial Meeting with City Project Manager and Task Managers: A meeting between the City's Project Manager and the Ardurra task manager to be assigned to the work will be set up. Ardurra's manager will discuss the request with the City's Project Manager and discuss your goals and expectations, key project issues, appropriate personnel from our team to be assigned, services needed, schedule, approximate budget available, and assumptions for completing the work order. • Step 2 — Develop Scope of Work and Team: Ardurra's task manager will then coordinate with key people from our team to prepare and submit a proposal for completing the work. Each team member will submit his or her scope to the task manager, who will then combine the individual scope into an overall scope and proposal for review by City. This procedure has worked successfully on our current and past on -call contracts. • Step 3 — Notice to Proceed: Once the City reviews, negotiates, and executes the task order, it will provide Ardurra a Notice to Proceed. If applicable, Ardurra will issue a subsequent notice to proceed to our subconsultant(s). • Step 4 — Monthly Coordination/Progress Meetings: We will hold meetings at a frequency to keep City staff apprised of the progress of the work. We will develop and maintain schedules to identify allowable work windows for completing project tasks and to keep the City's Project Manager aware of the project progress. Critical Technical Elements Our design team's technical approach involves considering the following critical technical elements, depending on the type of project. Pipeline Design Technical Approach • System and pump hydraulics/surge effects • Alignment selection and easement acquisition • Pipeline separation requirements • Utility crossings, summarized on plan and profile sheets • Corrosion issues, specialty coatings and materials • Geotechnical/foundation conditions • Environmental constraints . Operation and maintenance issues Contracting strategies, scheduling, and budget control Traffic control Construction impacts (i.e., noise, dust) Compliance with regulatory requirements Where trenchless pipe construction is utilized, classification by OSHA Mining and tunnel unit (>30-inch diameter) Preparation of SWPPPs and other compliance requirements for the State's General Construction Permit and County For pipes in the public right-of-way, compliance with local agency municipal codes and ordinances regarding utility installations, traffic control, street resurfacing, and potholing activities Typically, the most challenging aspect of underground pipeline design and construction is definition of existing facilities or utilities, particularly when there is sparse or no information. Our team utilizes a methodical and detailed utility research and plotting procedure that provides for a high level of confidence with respect to the locations of subsurface utilities. Our procedure is generally outlined as follows: V Upon authorization by the City, contact USA Dig -Alert to obtain a pre -planning request, which provides a listing of existing utility agencies in the project areas. Establish one point of contact at Ardurra to serve as project utility coordinator and be responsible for tracking and documenting all utility requests and responses. From the USA Dig -Alert pre -planning list, contact all utility agencies in or around the proposed work area to establish contact information and lines of communication. V Send to each utility agency a Utility Notice of Planned Improvements to formally request their system maps and record drawings. The project utility coordinator will review information received for responsiveness and completeness, and will follow up with phone calls or in -person visits to agencies as necessary. V Plot the utilities, along with proposed horizontal and vertical alignments (depending on submittal milestone). Send to each agency a set of plans for conflict check at each submittal milestone. Incorporate comments as necessary. V Once the utility base map is established, perform QA/ QC including a field review to determine if all the plotted information is accurate with field conditions. V If necessary, perform potholing to obtain actual field data for key utility crossings or parallel utilities of interest. Document and track the process at each step. Agencies are sent plans at each milestone regardless of whether or not there are conflicts, or conflicts have been resolved, due to potential changes in alignment, existing utilities, or agency review personnel. All utility information is plotted in the plan and profile sheets and summarized in a crossing table. Our utility research procedure has resulted in an excellent track record of avoiding conflicts during pipeline construction. //�//ARDURRA City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 Sewacie Lift Station Technical Approach • Review of system hydraulics and pump selection • Lift station control strategies and integration into SCADA system • Integration into energy management system and time of use pumping • Electrical/instrumentation requirements • Power supply and standby power • Site selection and acquisition Seismic/structural issues Corrosion issues, specialty coatings and materials Odor control Operation and maintenance issues Contracting strategies, scheduling, and budget control Noise, aesthetics, and community concerns Safety pre -use analysis Emergency storage Pump Station Technical Approach • Review of system hydraulics and pump selection • Booster station control strategies and integration into SCADA system • Integration into energy management system and time of use pumping • Electrical/instrumentation requirements • Power supply and standby power • Site selection and acquisition • Seismic/structural issues Corrosion issues, specialty coatings and materials Operation and maintenance issues Contracting strategies, scheduling, and budget control Noise, aesthetics, and community concerns Safety pre -use analysis Storage Facility Technical Approach • System hydraulics • Tank type • Site configuration • Geotechnical/foundation conditions • Earthwork and grading • Water quality and circulation • Operational and maintenance requirements • Safety features for roof access and confined space entry • Integration into SCADA system • Stormwater control facilities • Visual aesthetics • Traffic and noise impacts during construction Special Considerations for Wastewater Facilities • Pumping of solids and miscellaneous materials such as rags must be addressed in the lift station planning and mechanical design. • Configuring facilities to properly handle planned discharges such as wash down, as well as unplanned discharges like overflows, must respect regulatory constraints and may require special features to control flows (e.g., discharge to a sewer). Compliance with regulatory requirements, coupled with early coordination with regulators, is paramount to smooth project approval. Maintaining facilities in service during construction. Special Considerations for Non -Potable Facilities Stored water quality can be more difficult to maintain and therefore requires special attention regarding the tank volume, residence time in the tank and circulation. A higher degree of settlement in storage facilities can lead to the need for more frequent and special equipment for clean -out operations. Configuring facilities to properly handle planned discharges such as wash down, as well as unplanned discharges like tank overflows, must respect regulatory constraints and may require special features to control flows (e.g., discharge to a sewer). Compliance with regulatory requirements, coupled with early coordination with regulators, is paramount to smooth project approval. PROJECT MANAGEMENT APPROACH We've derived our project management approach from many years of experience and proven success, and it includes very specific strategies: coordination, communication, and documentation. • COORDINATION: All task orders require coordination. This may include coordination with other City departments, local agencies, and stakeholders. The Ardurra team has years of experience with major on -call contracts with Southern California agencies. These on -call contracts require similar coordination efforts in which Ardurra has established and maintained outside -agency contacts, coordinated the designs with their staff, and received the approvals to move the project forward. This knowledge and understanding of working with other agencies provides great benefit to you for each project. • COMMUNICATION: Ardurra has a formal, proactive communication plan to share critical project information as soon as possible and to make sure there are no surprises. We continuously report progress, identify problems, assign priorities, receive feedback, and document progress. From project start-up through project closeout, we will prioritize our communication to make sure we document and address all required actions timely. We assure you that your team and our team will always know the status of your projects. This level of coordination, coupled with the project progress meetings, helps avoid project issues and delays, and ensures that the project is on schedule and within budget. Ardurra has used this management approach with great success on all types and sizes of projects. City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 //'/\// ARDURRA DOCUMENTATION: Proper documentation is critical for all projects. We have a thorough understanding of the document control procedures required for civil engineering and other types of projects for a variety of funding sources. Ardurra's document control management policies comply with the City's requirements. Our typical monthly project progress reports include the status of deliverables, utility and outside -agency efforts, cost and schedule snapshot and analysis, issues discussion, and recommended resolution actions. We will tailor monthly progress reports to the City's needs for each project. In combination, Ardurra's tools and efficiency in coordination, communications, and documentation provide the City with a transparent process for the duration of the contract. Quality Assurance and Quality Control QA/QC is an ongoing task throughout the duration of the project. Ardurra takes seriously the responsibility for the accuracy and completeness of our work products. We base our QA/QC Program upon the belief that nothing i's more important than design quality. Quality control refers to quality -related activities associated with the creation of the project deliverables. Quality control is used to verify that deliverables are of acceptable quality and that they are complete and correct. Ardurra quality control activities include deliverable peer reviews and the plan check process. Quality control is the check or analysis that determines the acceptability of the project deliverables. Tasks related to quality control will include documented reviews of reports, drawings, specifications and opinions of cost, independent review of calculations, etc. Quality control reviews will occur with each submittal. The Ardurra quality control program also compares the project deliverables against the original scope of work, project objectives and client expectations, which were developed before the project started. Ardurra quality control is a work product -based approach. We check whether the deliverables satisfy the quality requirements and the scope of work. Depending upon the results, the design team will take suitable corrective action. Quality control begins once the project design begins. Based on the City's requirements and standards developed during the quality assurance process, the quality control team checks whether the work products (reports, plans, specifications, cost estimates, etc.) meet all those requirements with each submittal. Our project manager and quality assurance manager will develop and implement a project -specific QA/QC plan. This plan includes project -specific checklists to verify quality throughout the project. The quality control manager for the project ensures that the project manager addresses all checklist items. Besides quality Ardurra provides several layers of quali�y control, assuring that all project needs are met. control by the project manager, a quality control committee comprising at least two registered engineers who are not involved in the project, will review the project documents. The review committee will do a technical evaluation of the calculations, plans, cost estimate, and the project specifications. The review committee submits comments to the project manager for review during a subsequent meeting. We will make the results of our in-house QA/QC plan available for review by the City and the entire Ardurra team. We have the added benefit of providing constructability review by our construction management group as a standard practice. Their review comes from the contractor's perspective and synchronizes the construction documents to eliminate potential change orders. Schedule Our project manager will prepare and maintain a Microsoft Project schedule. Our project manager will use the schedule, task lists, deliverables, agency review time, and progress reports to list each task in the project. This reinforces accountability throughout our design team. We will provide a summary report regularly that shows tasks completed, items that may have changed, and schedule updates, if needed. Deliverables Ardurra will provide plans, specifications, and estimates for the improvement projects. Upon completion of projects, Ardurra will provide the City with as -built documents for its records. Additional deliverables include topographic maps and/or ALTAs, where necessary, including the raw survey data. For studies, Ardurra will provide the City with technical reports that include all the necessary backup data and citations. /\/ ARDURRA City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 RELEVANT PROJECT EXPERIENCE Our reputation for providing quality services has been confirmed by our ongoing relationships and extended contracts with agencies throughout the region. Below is a sample of our local relevant experience. On -Call Engineering and Design Services for Public Works Projects I City of Anaheim Contact: Stephen Cruz, Principal Civil Engineer; 714.765.5251; SCruz@anaheim.net Services: Engineering Design Start: 06/2014 Complete: Ongoing Team Members: Anissa Voyiatzes (PIC); Jose Hernandez, PE (PM); Bob Merrell (Drainage); Joe Buckner (Project Engineer); Miguel Hurtado (Design Engineer) Under an as -needed engineering contract, Ardurra has provided engineering design services for various street design projects including the following: Lincoln Avenue Improvements. Provided engineering design services for this widening project, which will widen 3,000 feet of Lincoln Avenue from East Street to Evergreen Street. The project widens Lincoln Avenue from a four to six -lane divided street within the project limits. The scope included the removal of existing improvements, clearing and grubbing, excavation, placement of newAC pavement, construction of concrete curb and gutter, driveways, access ramps, sidewalks, bus pads, drainage system improvements, relocation of existing facilities, installation of a traffic signal at the intersection of Lincoln Avenue and La Plaza, traffic signal modifications, signing, striping, landscaping, and a Water Quality Management Plan (WQMP). Landscaped medians along Lincoln Avenue and along the project roadways includes drought -tolerant and low -maintenance plantings and trees. Project successes included streamlining traffic flow, increased drainage capacity and an overall enhanced street appearance. Katella Avenue Widening. Provided PS&E design services to widen the south side of Katella Avenue adjacent to the Anaheim Convention Center. This project included widening Katella; reconstructing a bus turnout; adding water quality structures; reconstructing off -site landscaping, irrigation, fixed bollards, retractable bollards, vehicular maintenance pathway, and decorative hardscape; and installation of two new electronic Changeable Message Signs (VMS/CMS) systems located in the median island. Significant coordination is involved with the various Anaheim departments, as well as with the various utility companies and the Anaheim Convention Center staff. Additionally, provided construction support throughout the construction duration of the project. • Various Utility Design Projects. Prepared the following water, sewer, and electrical plans: 2,000 linear feet of parallel sewer main in Harbor Boulevard; base mapping and utility design for several undergrounding districts; and 700 linear feet of parallel water main in Tustin Avenue. • Tustin Avenue/La Palma Avenue Intersection Improvements. Prepared PS&E for the widening of this key arterial intersection in the City of Anaheim. The $1 0-million project involved the development of a Precise Alignment Plan, Landscape Concept Plan, and legal descriptions. The project included the design of a raised, landscaped median, parkway landscaping in both the City area as well as a large slope in Caltrans right-of-way, and significant redesign of private property improvements impacted by the roadway widening. The approval process included obtaining an easement and encroachment permit from Caltrans. Other elements of the project included the design of significant water, storm drain and retaining wall improvements. La Palma Avenue and State College Boulevard Intersection. Prepared PS&E for the widening of this key arterial intersection in the City of Anaheim. The final Precise Alignment Plan resulted in significant right-of-way cost savings. The project included the design of a raised, landscaped median, bike lanes, parkway landscaping and redesign of private property improvements impacted by the roadway widening. Other elements of the project included the design of private sign relocations, water quality and utility improvements. Ardurra staff developed an alternate alignment which resulted in maximum use of existing excess right-of-way; minimal impacts to existing development; right-of-way cost savings greater than $500,000; and avoided acquisition from gas station. City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 //\///" ARDURRA On -Call Civil Engineering — Street and Storm Drain Design/Rehabilitation Projects I City of Long Beach Contact: Keith Hoey, Senior Civil Engineer; 562.570.6586; Keith. Hoey@longbeach.gov Services: PS&E Start: 2009 Complete: Ongoing Team Members: Anissa Voyiatzes (PIC); Lisette Bice (PM); Bob Merrell (Drainage); Joe Buckner (Roadway/SWPPP); Jose Hernandez (Roadway, QA/QC); Miguel Hurtado (Design Engineer) As part of an on -call contract with the City of Long Beach, Ardurra staff has prepared plans, specifications, and cost estimates for more than $15 million in improvements since 2009 and continues to work with the City through additional extensions of the original on -call contract. The projects encompass roadway, storm drain, parking lot improvements, traffic, lighting, and landscape improvements, design of more than 150 ADA-compliant curb and ramps, and focused on many of the major roadways within the city. Ardurra staff has consistently provided the City with well - designed projects facilitating smooth construction. Some recent projects include: Market Street Pedestrian Streetscape Enhancements (LA River to Easterly City Limits). Ardurra is providing engineering and design services for a Complete Street Project on Market Street between the LA River and Cherry Avenue, an approximate 1.9-mile stretch of the corridor. As stated on www.smartgrowthamerica.org, complete streets are designed and operated to enable safe access for all users, including pedestrians, bicyclists, motorists and transit riders of all ages and abilities. Complete streets make it easy to cross the street, walk to shops, and bicycle to work. They allow buses to run on time and make it safe for people to walk to and from train stations. The project consists of complete street improvements including Class IV bike lanes and other new bike/pedestrian facilities, bulb -outs, wayfinding signage, road diet with sidewalk extension, crosswalk and transit stop enhancements, construction/ reconstruction of curb ramps for ADA compliance, repairing sidewalks, curbs, and gutters, reconstructing/resurfacing roadway pavement, landscaping and street trees, removing/ relocating obstructions and utilities, and storm drain relocations. ($7 million) Atlantic Avenue Pedestrian Enhancements. Ardurra provided PS&E for pedestrian enhancement features, including bulb -outs, to minimize pedestrian crossing distances across Atlantic Avenue. The project also included 10 new ADA-compliant curb ramps and additional pedestrian lighting. The project limits are from 56th Street to 59th Street. Delta Bike Boulevard Project. The $3 million project includes Class 11 and III bike lanes and shared lane markings, traffic circles, a roundabout, pavement repairs, a new traffic signal, and wayfinding signage from Harbor Avenue from 1 Oth Street to 20th Street, and Delta Avenue from 20th Street to Wardlow Road (an approximate 3-mile corridor). The project is funded through ATP grant and local match. 8 to 80 Project. The City received ATP funding more than $6 million to create facilities aimed at improving safety and removing barriers to walking/cycling for residents, workers, students, schoolchildren, and visitors to Long Beach. The 8-80 project will provide bike boulevards along two corridors located within the city (four miles), as well as a road diet (one mile) with buffered bike lanes. Improvements include traffic circles, roundabouts, new traffic signals, bulbouts, bridge ADA upgrade, signing, striping, pavement repairs, and wayfinding signage. Ardurra is responsible for managing the project and grant funding in collaboration with City staff and the design consultant. Atlantic Avenue/Clai borne Drive Bulb -out. Ardurra provided design services for bulb -outs at the southeast corner of Atlantic Avenue and Claiborne Drive. Drainage patterns at this corner were reviewed to determine if a parkway culvert was required. The project also included removal of the existing crosswalks across Atlantic Boulevard. Atherton Street and Magnolia Avenue Street Rehabilitation. Preparation of three separate PS&E packages, totaling over 1.6 miles of roadway and dozens of curb ramps. The plans include roadway rehabilitation, the design of ADA-compliant ramps at numerous intersections, sidewalk repair to eliminate tripping hazards, and traffic signing and striping. Alamitos Avenue Rehabilitation Improvements. Preparation of PS&E for 1.0 mile of roadway rehabilitation and dozens of curb ramps. The plans include roadway rehabilitation, the design of ADA-compliant ramps at //\/ARDURRA City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 numerous intersections, road diet, Class 11 bike lanes, and traffic signing and striping. Seaside Way Storm Drain. Ardurra prepared storm drain construction documents for a deficiency -correction project near the coastal portion of downtown Long Beach. The project was necessitated after severe flooding in 2017, including the flooding of several underground parking structures. In conjunction with this project, Ardurra was successful in obtaining FEMA emergency funding for the project. The project entailed the design of a 48-inch RCP to parallel the existing 57-inch storm drain. A significant amount of potholing was required to identify existing vertical and horizontal utility alignments. 6th Street Storm Drain. This project included the final design of a relief storm drain system to alleviate an existing deficiency on an adjacent storm drain system. Due to the extent of existing utilities within 6th Street, an extensive potholing program was required, which did locate an unknown pipeline that was not identified by USA. A hydrologic and hydraulic (H&H) analysis was completed, and specifications and cost estimates were also prepared. Seal Beach Various Public Works Design Projects I City of Seal Beach Contact: Iris Lee, Deputy Public Works Director/City Engineer; 562.431.2527 ext. 1322; ilee@sealbeachca.gov Services: Engineering Design, Project Management, Constructability Review, Staff Augmentation, Plan Checking, Construction Inspection Start: 2012 Complete: Ongoing Team Members: Anissa Voyiatzes (PIC); Mark Lewis (Senior Project Manager); Joe Stoakley and Chip Vanderbeek (Inspectors); Joe Buckner (Water and Sewer); Bob Merrell (Hydrology) Ardurra has completed several projects for the City of Seal Beach during the last 5 years. Engineering services have included providing civil engineering, geotechnical, traffic, and survey services for various projects within the city. Improvements have included the design of water and sewer main reconstruction, alley paving, the upgrade or addition of ADA ramps, pavement rehabilitation, H&H calculations, and the preparation of a proposed storm drain report. Plan check services have included review of the hydrology and hydraulic analysis, grading plans, street plans, traffic striping and signing, street lighting, signal plans, storm drain plans, utility plans, landscaping and planting, WQMP, sewer and water plans. A few projects include: Ocean Place Development. Providing plan checking and inspection for grading and construction of the road and utility infrastructure that will support Ocean Place, which is a neighborhood of 30 luxury homes in an environmentally sensitive beachfront location. Services are focused on the grading and construction of street improvements, storm drains, domestic water and sanitary sewer lines. Of importance will be ensuring the use of stormwater management best practices and compliance with the terms of a California Coastal Commission development permit since the project is in an environmentally sensitive area. The project will include a 6.5-acre public park to be turned over to the City by the developer. 6th Street Alley Improvement Project. Improvements include the design of water and sewer main reconstruction, alley paving, installation of empty fiber optic conduit for future fiber, and ancillary improvements followed by concrete paving of the entire width of the alley. The Pump Station #35 project provides for upgraded/new dry well and wet well for the pump station. Ocean Avenue Alley Waterline and Sewer Replacements from Main Street to First Street. Prepared the design of over 0.5 miles of alley improvements in the downtown area of Seal Beach. The project included the design of sewer and water mains and pavement. As a part of the project, Ardurra completed an extensive utility investigation including significant potholing and GPR to locate the existing utilities. The design also included solving numerous existing drainage problems within the alleys. 7th Street Alley Waterline and Sewer Replacement. Ardurra prepared complete PS&E for the 7th Street Alley Waterline and Sewer Replacements Project CIP No. WT1607. The project consisted of designing the replacement of approximately 450 LF of existing 6-inch %Ai + r nf4 m r U 1�1 G1 01�1 1�1 mains. In conjunction with the utility replacement, rehabilitation of approximately 6,750 SF of asphalt and concrete pavement was also designed. Westminster Avenue Storm Drain Study Report from Seal Beach Boulevard to Federal Storm Channel C01IS06. Ardurra prepared a report to determine the adequate size to replace a trapezoidal open channel drainage facility with a pipe on the north side of Westminster Avenue from Seal Beach Boulevard to the Federal Storm Channel (CO1S06). The project required conducting hydrologic studies of the tributary area and develop discharges at various concentration points for 5, 10, 25, and 1 00-year storm events. Preparation of the report involved coordination with Orange County Flood Control District and City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 ///-\// ARDURRA meeting with Orange County Public Works staff to discuss the most up-to-date planning for the Federal Storm Channel and to identify the interim and ultimate conditions for the confluence with the Federal Storm Channel. Work also included hydraulic analyses of the existing system with the 5, 10, 25, and 100-year storm flows to establish existing level of protection and facility constraints. Ardurra developed alternative enclosed facilities (box culverts and pipes) to handle the runoff from the 100-year storm event. Cost estimates were prepared including design, construction, and contract administration/inspection for each alternative. On -Call Civil Engineering Services for Various Public Works Projects I City of La Habra Contact: Tony An, Principal Engineer; 562.383.4158; tan@lahabraca.gov Services: Engineering Design Start: 05/2017 Complete: Ongoing Team Members: Anissa Voyiatzes (PIC); Jose Hernandez (PM); Joe Buckner (Roadway); Miguel Hurtado (Design Engineer) Ardurra is providing professional engineering services on an as -needed basis in support of the La Habra Engineering Division on a variety of Public Works Department projects for the FY 2016-2021. Work includes construction of street improvements, waterline improvements, sewer improvements, storm drains improvements, traffic signal improvements, City park improvements, and building facilities improvement. The City has budgeted approximately $26 million in the Capital Improvement Program. The CIP projects will be funded with a variety of funding sources, and in addition to local funding sources, some projects may be funded by Community Development Block Grant, State and Federal -Aid Grant. Typical projects that Ardurra has worked on include residential street rehabilitation; intersection widening; curb, gutter, and sidewalk replacement; storm drain improvement; and waterline upgrades. • Residential Streets Rehab (2018/19). Provided construction documents for over 8 miles of roadway improvements, street resurfacing, and water main upgrades. Ardurra has prepared all PS&E as required for bidding and construction of the proposed improvements. The plans include roadway rehabilitation, replacement of a significant number of ADA non -compliant ramps at many intersections, and traffic signing and striping. • Three Arterial Rehabs (2019121). Prepared construction documents for 3 miles of arterial street rehabilitations including all PS&E for bidding and construction of the proposed improvements. The intent of this project is to renovate roadway pavement and reconstruct deteriorated concrete improvements. La Habra Boulevard (Valley Home Avenue to Beach Boulevard), Cypress Street (La Habra Boulevard to Whittier Boulevard), and Palm Street (La Habra Boulevard to northerly City limits). Prepared PS&E for approximately 2 miles of street rehabilitation for these three arterial streets. The roadway rehabilitation treatments varied from R&R damaged sections of asphalt concrete pavement; cold mill and fill with base and surface course AC, to Type 11 slurry. Additionally, Ardurra field -walked the segment to identify PCC R&Rs for curb, gutter, sidewalk ADA ramps, and driveways. Included within the plan set was replacement striping for the three segments. La Habra Boulevard Improvements (Beach Boulevard to Idaho Street). Prepared PS&E for this roadway rehabilitation project to remove and replace damaged sections of asphalt concrete pavement; base paving with an ARHM cap. Additionally, Ardurra field -walked the segment to identify PCC R&Rs for curb, gutter, sidewalk ADA ramps, and driveways. Signing and striping plans were prepared, and bike lanes were added for both east and westbound directions. Also, coordinated with and obtained an encroachment permit through Caltrans for replacement of loops at Beach Boulevard. On -Call Municipal Engineering I City of Lake Forest Contact: Tom Wheeler, Director of Public Works/City Engineer; 949.461.3480; twheeler@lakeforestca.gov Services: Engineering, Program Management, Project Management, Traffic Engineering, Flood Control Start: 06/2011 Complete: 06/2024 Team Members: Lisa Penna (PIC); Dennis Jue (Program Manager); Mark Lewis (Traffic/Transportation Engineering); Joe Buckner and Miguel Hurtado (Project Engineers); Omar Alameddine (Inspections Manager); Keith Forbes, John Dela Cruz, and Chip Vanderbeek (Subdivision Improvements/Grading) Ardurra has a multi -year contract to provide municipal engineering services. Under this on -call contract, Ardurra has performed plan checking and reviews for the following: entitlement review; subdivision maps; hydrology and hydraulics reports; street improvement plans; grading plans; water quality management plans and encroachment permits. Work has included project management for 12 projects and funding analysis for a transportation funding program. Tasks include reviewing land use applications; plan checking development plans and maps; inspecting approved land /\/ ARDURRA City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 development construction; inspecting approved work in the public right-of-way; public works encroachment permit inspection; water quality program management; and providing additional staff on an as -needed basis. Primary services have involved engineering implementation of the City's Opportunity Studies Area (OSA) that comprises five developments totaling over 4,000 housing units; design of the Los Alisos Boulevard resurfacing project; conducting the annual sidewalk survey; and inspection of the catch basin insert project. The OSA projects involve plan check and inspection of all facets of development including map approval; rough grading; precise grading; street and storm drain improvements; park development; and median and parkway improvements. Other land development projects have been approved other than the five OSA projects, including The Meadows, Parkside, Encanto, and residential housing in the Auto Center. There are currently four major residential development projects within the city. Over the course of three years (2021-2024), it is expected that all four projects will be completed. Once completed, approximately 5,000 new residential units would have been constructed. On -Call Engineering I South Coast Water District Contact: Taryn Kjolsing, Engineering Manager; 949.342.1154; tKjolsing@scwd.org Services: Design Engineering Start: 2021 Complete: Ongoing Team Members: Aric Gnesa (PM); Viet Duy Vo (Design Engineer); Lori Trottier (Environmental Lead) Ardurra has worked on the following projects under its current on -call contract with South Coast Water District: m 30 Acres Site Water and Sewer Facilities. South Coast Water District plans to locate three new portable buildings at the site for District's use as temporary office space. The buildings require new water service, new sewer service, and a new gravity sewer main to connect the site laterals to existing sewer facilities approximately 500 LF south of the building site. The project includes a civil site plan, design of new electrical power service, and communications connection to the District's Groundwater Recover Facility with approximately 2,000 LF of new buried fiber optic. LTM Replacement/Repair Options at Calle Vista Torito. The LTM is approximately 34,000 linear feet (6.5 miles) of pipeline, ranging in size from 24 to 36 inches in diameter, primarily constructed of concrete cylinder pipe (CCP). Due to several recent leaks, the District identified four potential repair, replacement or rehabilitation alternatives. The project includes engineering services to evaluate these alternatives with all pertinent factors, develop additional alternatives if feasible, and provide recommendations. Via Sacramento Water Main Improvements. This project involves the replacement of approximately 560 LF of 8-inch ACP with 8-inch PVC pipe, 10 services, 2 fire hydrants, and 1 valve cluster. The existing pipeline is located in the parkway off of Via Sacramento from Camino Capistrano to Via EsDinoza in Dana Point. The project includes design, surveying, potholing, and construction phase services. The project also involves developing PS&E for the proposed pipeline replacement. Anaheim Public Utilities Department As -Needed Engineering I City of Anaheim Contact: David Watson, Project Manager; 310.864.2157; dwatson@anaheim.net Services: Design Engineering Start: 2019 Complete: Ongoing Team Members: Rob Weber (PM), Patrick Mulvey (PM) Under an as -needed engineering contract, Ardurra is currently working on or recently completed the following projects for the City of Anaheim: Oak Hills Reservoir Recoating and Upgrades Project. This project involves various improvements at the Oak Hills Reservoir site, including recoating of the reservoir exterior roof and spot repair of coating on the exterior walls; reservoir safety upgrades; repairs to the reservoir vents; modifications to the reservoir overflow to meet DDW rinnHirinmentsm mnriffirntinncz to the reservoir cathodic protection system; replacement of the reservoir level sensor; replacement of existing valving and piping on the inlet and outlet pipelines to improve operation of the reservoir and overall water system; installation of new onsite water and sewer connections; and remediation of ground settlement issues in the northwest corner of the site. The project also City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 //'\/'ARDURRA includes other tasks at different sites nearby the Oak Hills Reservoir site, such as replacement of the existing electrical cabinet at the Summit Inlet/Outlet Structure; and coating touch-up of the recovery vessel and associated piping and appurtenances at the Lenain Wash Water Recovery Facility. WRDF Present Worth Analysis 2021201-01. The City tasked Ardurra with the responsibility of reviewing the net present value for three alternative directions moving forward regarding the City of Anaheim Water Recycling Demonstration Facility (WRDF). The three alternatives evaluated include: 1) expanding the facility capacity from 50,000 to 100,000 gpm; 2) shutting down and repurposing the facility; and 3) maintaining the facility as is and proceeding with equipment replacement and maintenance as required for operation. Key project components include evaluating costs in the current climate for capital equipment replacement and additions, maintenance, operations, and labor; determining the fiscal, environmental, political, social, and logistical benefits for each option; and utilizing data from research, analysis, and correspondence with the City to provide a full and accurate picture of the current and possible future status of the City's WRDF. REFERENCES Safety Improvements at 18 Sites. The project included design services for 18 sites requiring safety upgrades. A PDR was prepared as well as final design services including drawings and specifications. Key components of the project included design of safety handrails, ladder anchor posts, sealed block -self retracting lifeline, fixed ladders, safety guardrails, davit arms, and other safety improvements and retrofits at existing sites. e. WILLINGNESS TO COMPLY WITH AGREEMENTTERMS Ardurra accepts the Consultant Agreement as provided in the City's RFP Appendix, Attachment 2. f. REFERENCES Our history of successfully delivering projects efficiently and within budget is the reason clients continually return to Ardurra. We are proud of our track record of providing quality services, to which our references listed below will attest. Agency Contact Name, Phone, Email Associated Project City of Anaheim Stephen Cruz, Principal Civil Engineer On -Call Engineering and Design Services 714.765.5251 (ongoing since 2014) SCruz@anaheim.net City of Seal Beach Iris Lee, Deputy Public Works Director/City Engineer Seal Beach Various Public Works Design 562.431.2527 ext. 1322 Projects (ongoing since 2012) ilee@sealbeachca.gov City of Long Beach Keith Hoey, Assistant City Engineer On -Call Civil Engineering — Street and 562.570.6586 Storm Drain Design/Rehabilitation keith.hoey@longbeach.gov Projects (ongoing since 2009) City of Lake Forest Tom Wheeler, Director of Public Works/City Engineer On -Call Municipal Engineering 949.461.3480 (ongoing since 2011) 1 twheeler@lakeforestca.gov I I //\/'ARDURRA City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 2. SCOPE OF SERVICES AND SCHEDULE A successful project includes solving technical challenges, coordinating all the various engineering disciplines, and meeting the City's goals. The projects assigned under this contract may require their own tailored approach to the specific problem to be solved or need to be addressed. All projects, however, will incorporate proven management and control procedures in order to provide cost-effective and responsive delivery of all technical products. Each project will have a project kickoff meeting and work plan as further described herein. PROJECT KICKOFF MEETING We will initiate each major task assignment with a kickoff meeting. The meeting will be held either virtually or at the City's administrative office and will be attended by key City and project staff. The purpose of the meeting will be to review project objectives, data needs, project scope, and schedule. PROJECT WORK PLAN The foundation of effective project management is established in the project work plan that sets forth the elements of budget and schedule control, project communication protocols, and production management. Immediately following receipt of a Notice to Proceed, we will prepare the project work plan in a standardized format. This document sets the foundation for a project. When completed, the document will be distributed to all members of the project team. This work plan will serve as the coordination and guidance tool throughout the project and will aid in clarifying key elements of the project requiring management attention. ARDURRA INTERNAL REVIEW CYCLE PROJECT IMPLEMENTATION We are committed to effective communication and responsive project delivery. Our project manager is available to meet weekly with the City. Enhancements in project reporting include the implementation of an action items list and monthly status reports. Every month, our project manager and the City will review the status report, which provides the status of each project, with updates highlighted in color; project budget, latest billed amount, and percent complete; schedule and deliverables; issues and concerns; and upcoming meetings. By concisely presenting this level of project information for each open task, these meetings can flow more efficiently. Ardurra's project management approach provides well -structured procedures including the planning, tracking, and executing of the work while communicating effectively with the internal Ardurra team, the City's team, and other project stakeholders. PROJECT MANAGEMENT CONTROLS We have established tried and true project management controls over the years. Project management control procedures will be in effect for the duration of each project. MAI 1TV Five key strategies help keep our projects on time and budget: Planning — Early planning increases the understanding of the project, the quality of the solution, ownership of the tasks among team members, and ultimately the success of the project. Monitoring — Our project managers use task lists, progress reports, critical path management (CPM) schedules, financial data, and quality control processes to monitor and control projects. 1�1 ASSURANCE PROJECT PLANNING CONCEPTUAL DESIGN 30% DESIGN 60% DESIGN 90% DESIGN 100% DESIGN BID SET CONSTRUCTION 6,STARTUP City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 /`�/ARDURRA • Schedule Management — Our team is fluent in scheduling tools. These tools produce a CIPM Gantt chart to identify items that are critical in the production of our work so we can be proactive. We will update this schedule regularly and review the schedule, task list, progress reports, and plans at project meetings to be sure that we continue to make progress throughout the project life. • Financial Management — Our project team uses financial data in the regular development of invoices and to compare planned project expenditures with our CIPM schedule. Upon successful negotiation of a task order, our project manager will develop a projected billings chart "S-curve" to forecast PROJECT IMPLEMENTATION work efforts throughout the assignment. On a monthly basis, we will use this information internally to develop a value analysis. This value analysis helps us understand trends for the project and provides for early identification of potential staffing under- or over -runs. These trends help us stay ahead and provide for better resource management. Quality Management — A Quality Management Plan will be established at the beginning of each project and implemented throughout the duration of the project. Ardurra takes seriously the responsibility for the accuracy and completeness of our work products. n Develop detailed scope of services, fee and schedule that meets City expectations. m Create a Work Plan identifying major tasks and corresponding staff assignments, budget and schedule. Identify internal progress meetings dates QA/QC reporting dates. Progress meeting includes the status of the work, updates on schedule and budget updates, Z and QA/QC status and actions. A copy of the work plan will be provided at the City's request. m Develop a schedule identifying milestones, critical path tasks (e.g., project refinement analysis), and data collection tasks (e.g., surveying and geotechnical investigations). CL , Identify lines of communication and points of contact and provide contact list to the team members and City. m Establish clear assignments for each team member and project quality staff with appropriate schedule and level of effort. m Start the project, and engaging quality review personnel, quickly with a well -organized kickoff meeting that outlines the project goals, LU clarifies any initial ambiguities, and assigns immediate responsibilities for Ardurra and the City. F__ m Identify and address project issues that are critical to schedule milestones and/or key design decisions. m Establish and implement information management procedures. LU m Coordinate with Ardurra staff and subconsultants to provide a unified approach to the project. X LU m Define QA/QC roles for key staff and confirm requirements with team members and subconsultants. m Check progress in terms of meeting project requirements and goals in accordance with scope of services and schedule, and adjust efforts to accommodate unforeseen changes that arise. he m Provide monthly reports to include earned value management tracking of authorized total budget compared to actual dollars spent. V m Monitor project documentation and meeting minutes to confirm follow-through on action items and City comments. m Regularly check work progress by subconsultants. m Regularly evaluate project progress in terms of production versus expenditures. Identify issues and adjust staff levels and activities accordingly. Lu m Implement routine communication with the City providing current project progress/status including weekly email/verbal contacts, biweekly progress updates, and monthly progress reports. V m Hold conference call or face-to-face meetings with selected City staff when needed for discussion of technical issues and information Z exchange. m Hold workshop presentations with City-wide stakeholders for comprehensive project review, interdepartmental coordination, and information exchange. - Hold regularly scheduled meetings internally with team members to review project progress, schedule, and outstanding issues. 0 m Coordinate closely with subconsultants, and with any other City consultants, to achieve coherent project execution. V //�/ARDURRA City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 Once a project is identified, the Ardurra team can prepare a detailed scope, schedule, and fee. Below is a sample scope and schedule for a City of Santa Ana project involving improvements to Mile One Street — widening for approximately 1000'on one side of the street to accommodate a new bicycle lane. Mile One Street is classified as a major arterial highway with an existing right-of-way of 120 feet, which can accommodate the proposed widening. The roadway has three (3) traffic lanes of 12" 10'and 11'in each direction with a 14'wide existing median. Work consists of street rehabilitation, bicycle lane and sidewalk replacement and a landscaped parkway The intersections at each end of the project have been improved as part of a separate project, therefore, the proposed project willjoin the existing BCRs1ECRs at the intersections. PHASE 1: PRELIMINARY ENGINEERING Research and Field Review A thorough search of the available records will be conducted to acquire relevant data to assist in the design of the project. The information accumulated will include as -built drawings, utility information, and horizontal and vertical control data. The project team will review the project in the field and take photographs of potential problem areas or items that need special attention. Particular emphasis will typically be given to identifying areas where existing improvements are in a deteriorated condition, pose a significant design constraint or could be impacted by the widening (utilities, walls, structures, driveways, etc.). Utility Coordination Information will be collected from all the utility companies. Coordination with the utilities will continue throughout the design of the project. A copy of the utility file will be provided to the City. For this project we have assumed no utility potholing will be required. Survey The Ardurra team will provide the necessary ground survey information required to design the project including topographical features and cross-section data. Cross -sections will be taken at 25-foot intervals for the length of the project from right-of-way to right-of-way. Additionally, we are proposing aerial mapping be performed for use as the base map to minimize survey costs. Geotechnical InyestWAt[o Perform review of available geotechnical data on and adjacent to the site. Geologic reconnaissance of the site to establish location and accessibility of planned cores and identify any localized failed pavement areas. Mark boring locations and notify Underground Service Alert 72 hours in advance of drilling. Obtain any necessary (no fee) permits from the City of Santa Ana. Because Mile One Street is a major arterial highway, we have assumed that traffic control will be necessary, but a Traffic Control Plan will not be required. It is assumed that traffic control, per the WATCH Manual or MUTCD, would be sufficient for our investigation. Coring of the existing pavement at twelve (112) locations (6 in each direction of travel) to approximately 2 to 5 feet below existing pavement grades to determine existing pavement and base thickness, general subsurface conditions, and to delineate any other soil parameters that may affect the proposed rehabilitation project. We will obtain representative bulk samples of the excavated materials from selected borings and relatively undisturbed samples will be obtained at subgrade and two to three feet below subgrade. Upon completion, each of the borings will be backfilled with the native materials from the boring, and patched with cold patch asphalt, as necessary to match existing. We have assumed that the drilling operations can be completed in two (2) days. Appropriate laboratory testing including determination of classification, natural moisture content of soils, field densities of undisturbed samples, laboratory maximum densities, corrosive characteristics and "R" value of soil and bedrock materials encountered, as necessary. Prepare a single Geotechnical Investigation Report for the subject portion of existing street addressing the geotechnical parameters outlined above and including log of the borings, the laboratory test results, and recommendations for new asphalt pavement construction and pavement rehabilitation. Alternative preliminary pavement strategies will be developed consisting of varying methods of constructing the improvements (overlay, total reconstruction, pavement fabric, asphalt rubber, etc.). A matrix will be prepared for each alternative comparing the advantages, including cost, impacts to existing improvements, duration of construction, and traffic control requirements. Preliminary Qq�[p The preliminary design phase will include the following tasks: • Attend project scoping meeting with City Staff to review project concept. • Develop up to 2 additional alternatives that incorporate the City's Complete Streets policy. • Prepare concept plans for plantings in the street parkway. The concept plans will be rendered colored plans and profile views of the proposed new plantings. A plant materials palette will accompany the concept plans. • Prepare Preliminary Design Report (PDR) that provides alternative analysis, recommendation for preferred alternative and preliminary cost estimate. We have assumed that the preferred alternative conceptual plan will constitute the 30% design level. City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 /\/ ARDURRA Environmental Task 1 — Preliminary Environmental Study (PES) Prepare the PIES form in accordance with the Local Assistance Procedures Manual (LAPM). The PIES form will be used to consult with Caltrans/FHWA to determine the appropriate NEPA document for the project (in this case, a CE). The LAPM requires the following steps for this process: • Step 1: Develop Complete Project Description and Detailed Map. Prepare a description of the project including the location of the project area (including a project map); a brief description of the environmental setting; and identification of environmental effects using the PES. • Step 2: Review Relevant Literature, Maps, and Inventories. Review existing environmental and planning information, such as the City's General Plan and General Plan EIR, soil surveys, and the California Natural Diversity Database (CNDDB) and California Native Plant Society Electronic Inventory (CNPSEI). We have also assumed that technical studies prepared for this project will be provided to us for use in the PIES, as applicable. • Step 3: Request Technical Information from Resource and Regulatory Agencies. This step will be completed concurrently with Step 2. • Step 4: Verify Research Findings in the Field (Site Visit). A site visit will be conducted by an Environmental Scientist. • Step 5: Complete PIES Form. Complete the PIES form and provide an electronic copy to the City for internal review. We will revise the PIES based on comments from the City prior to submittal to Caltrans. We will complete the PIES form and provide an electronic copy to the City for internal review and revise based on comments from the City prior to submittal to Caltrans. It is assumed that since impacts would be minimal, detailed technical studies would not be required and the project would qualify as a Screened Undertaking for cultural resources under Section 106 of the National Historic Preservation Act. Screened undertakings are classes of projects that have the potential to affect historic properties, but may be determined exempt from review under the Section 106 Programmatic Agreement. Exempt classes include (but are not limited to): 1. Minor widening of less than one -half -lane width, adding lanes in the median, or adding paved shoulders. 2. Channelization of intersections or addition of auxiliary lanes. 3. Minor utility installation or relocation. 4. Addition of bicycle lanes or pedestrian walkways. 5. Modification of existing features, such as slopes, ditches, curbs, sidewalks, driveways, dikes, or headwalls, within or adjacent to the right-of-way. Task 2 — NEPA Categorical Exclusion and CEQA Categorical Exemption NEPA Categorical Exclusion Prepare a Draft CE checklist form in the most recent Caltrans format included in Caltrans' Standard Environmental Reference (SER), Chapter 30 — Categorical Exclusions. The Draft CE Checklist will be provided to the City for review. We will make any revisions to the CE Checklist and provide a Revised Draft CE Checklist to the City for submittal to Caltrans. After Caltrans review, we will revise the document and provide the Final document to the City for submittal to Caltrans. This scope of work and cost estimate assumes one round of comments and responses for each version of the document (Draft and Revised Draft) and that no additional analysis or technical studies are required to respond to comments. CEQA Categorical Exemption After an initial review, it appears that the proposed project is likely exempt from CEQA under Class 1: minor alteration of existing facilities (CEQA Guidelines Section 15301) or Class 2: replacement or reconstruction (CEQA Guidelines Section 15302). Our subconsultant will prepare the Exemption Form from Appendix E of the CEQA Guidelines. This form will be filed at the County Clerk's office and the State Clearinghouse. A receipt of filing will be obtained from both entities. PHASE 2: CONSTRUCTION DOCUMENTS (PS&E) Plans and cost estimates will be prepared and submitted to the City for review at the 60 and 100 (final) percent levels. Based on feedback from the review from City staff during the preliminary design phase, detailed construction plans will be prepared. Sheets for the street improvements include title sheet, typical section/detail sheet, street plan and profile, signing and striping, and landscape/irrigation. All plans will be prepared in AutoCAD. Digital files and one set of original mylars shall be provided to the City upon final approval. Special provisions will be prepared based on the Standard Specifications for Public Works Construction and the City's boilerplate, supplemented with Caltrans specifications. All submittals will be in Microsoft Word format. Preliminary cost estimates will be prepared for the proposed improvements and included with the first plan check submittal. Final construction cost estimates will be prepared based on the final improvement plans. Street Improvement Plans Twenty -scale street improvement plans will be prepared using the topographic survey data and record utility information for the base sheets. Appropriate joins will be provided at all side streets, driveways and intersections. Street improvements will show the rehabilitation of the existing pavement and the widening of the existing roadway. The use of cross -sections will be critical to //\/ ARDURRA City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 assure that the reasonable cross -falls are maintained for the new roadway surface. For the portion of any roadway to be widened, the key issue is to minimize the impacts to the existing properties by joining the existing grades at the right-of-way line as closely as possible. As is the case in the rehabilitation areas, the survey cross-section will be critical to the design of the widened curb and new roadway cross -falls. Signing and Striping Plans Signing and striping plans will be prepared at 40-scale showing the replacement of existing striping, raised pavement markers and pavement markings. New signing, striping and pavement markings, including the bicycle lane, will also be shown. The plans will show all driveways, curbs, medians and other features that affect turning movements. The plan will include general, construction notes, and other details necessary to construct the proposed signing and striping and will detail the joining of the proposed signing and striping features with those existing on either side of the project limits. Signing and striping features will be designed in accordance with the 2014 California Manual on Uniform Traffic Control Devices and the 2015 Caltrans Standard Plans. Landscape/irrigation The landscape architectural construction documents will be prepared to meet the City prescribed standards including the City's Parkway Improvement Guidelines. Planting and irrigation plans will comply with current water conservation standards. Drainage We have assumed that there are no drainage facilities (existing or proposed) within the project limits. Traffic Control We have assumed that traffic control plans will not be prepared by our team but will be addressed in the project specifications with construction phasing specified in a manner that minimizes traffic disruption, public inconvenience and lost work time. Detailed traffic control plans will be prepared by the contractor, which will detail each phase of construction including construction work hours, maintenance of pedestrian facilities, access to businesses, and emergency vehicle access. The location of construction signs, barricades, delineators and flashing arrow signs will also be detailed on the plans. The contractor -prepared traffic control plans will be prepared in accordance with the most current MUTCD. Meetins Regularly scheduled meetings are a key to keeping projects on schedule, avoiding pitfalls, and keeping the lines of communication open with the City so that surprises do not occur during the final stages of the project. We anticipate monthly PDT meetings throughout the duration of the project. Promect Management/ QA/QC The Project Management task is directed at the organization, planning and control of the project team. Activities include scheduling and monitoring of the project team, cost control and an active quality control program. Quality Control will be an ongoing task throughout the duration of the project. The anticipated plan set will consist of the following sheets: Description Title Sheet # Sheets 1 Typical Sections and Details 1 Roadway Plan and Profile (20-scale) 2 Signing and Striping 1 Landscape/Irrigation 5 Cross Sections 1 Lkal Sheets: 11 PHASE 3: BIDDING STAGE During the bidding stage of the project, Ardurra will assist the City in answering questions from contractors, and prepare any addenda that may be required. Ardurra will also attend the pre -bid conference and job walks as necessary. Once the bids are received, we will assist the City in analyzing the bids and providing recommendation for award. PHASE 4: CONSTRUCTION STAGE During the construction phase of the projects, Ardurra will typically provide the following services on an as -needed basis: • Respond to RFls • Visit site for progress and conformance to PS&E • Interpret plans and specifications as necessary • Analyze changed field conditions • Prepare revisions to plans as necessary • Review shop drawings and other required submittals • Prepare "as -built" drawings Schedule A sample schedule is provided on the following page. 3. FEE PROPOSAL Hourly rates are enclosed in a separate sealed envelope and separate electronic file, per RFP requirements. 4. CERTIFICATIONS The Non -Collusion Affidavit, Non -Lobbying Certification, and Non-Discri rn i nation Certification forms are attached in Appendix A. City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 //\///" ARDURRA This page intentionally left blank City of Santa Ana Mile One Street Project ID o �Task Name Duration Start Finish 1 M Mg Mg Mg Notice to Proceed Project Management Kick -Off Meeting Project Management Preliminary Engineering Utility Coordination Survey Records and Research Field Review Geotechnical Investigation Preliminary Design Report (30%) Environmental Construction Documents 60% PS&E Street Improvements Signing and Striping Landscape/Irrigation City Review 100% Plans, Specifications & Estimates Revise PS&E City Review City Approval 0 days Tue 5/15/181 120 days Tue 5/15/18 0 days Tue 5/15/18 120 days Tue 5/15/18 115 days Mon 5/21/18 115 days Tue 5/22/18 20 days Tue 5/22/18 15 days Tue 5/22/18 0 days Mon 5/21/18 25 days Tue 5/22/18 25 days Wed 6/20/18 80 days Tue 5/22/18 70 days Thu 7/26/18 30 days Thu 7/26/18 30 days Thu 7/26/18 25 days Thu 8/2/18 25 days Thu 8/2/18 10 days Fri 9/7/18 30 days Fri 9/21/18 20 days Fri 9/21/18 10 days Fri 10/19/18 0 days Thu 11/1 /18 Tue 5/15/1 Thu 11/111 Tue 5/15/1 Thu 11/1/1 Thu 11/111 Thu 11/1/1 Tue 6/19/1 Tue 6/12/1 Mon 5/21/1 Tue 6/26/1 Wed 7/25/1 Thu 9/13/1 Thu 11/1/1 Thu 9/6/1 Thu 9/6/1 Thu 9/6/1 Thu 9/6/1 Thu 9/20/1 Thu 11/l/I Thu 10/18/1 Thu 11/1/1 Thu 11/1/1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 Task Rolled Up Critical Task Project Summary Duration -only ................... External Tasks Critical Task Rolled Up Milestone 0 Group By Summary Manual Summary Rollup External Milestone Project:Mile One Street Improvements Date: March 20, 2018 Milestone Rolled Up Progress Inactive Milestone Manual Summary Progress Summary Split .................. Inactive Summary ................... Start -only Deadline Rolled Up Task External Tasks ManualTask Finish -only Pagel City of Santa Ana I March 14, 2023 //\/'ARDURRA On -Call Engineering Services, RFP No. 23-030 W This page intentionally left blank !ry -lift Me WAN - APPENDIX A: CERTIFICATIONS This page intentionally left blank Appendix ATTACHMENT 3-1: NON -COLLUSION AFFIDAVIT CERTIFICATIONS NON -COLLUSION AFFfDAVI't' (Title 23 United Smtes Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS in accordance with Title 23 0nited States Code Section 112 and Ilublic Contract Code 7106 the BIDDER declares that the bid is not inade in the interest of, or on behalf of, any undisclosed person, partnersbip, company. association, organization, or corporation; that the bid is genUine and not coliusive or shani; that the BIDDER has not directly or indirectly indLiced or solicited any other BIDDER to put in a false or shain bid, and has nut dircutly or indirectly colluded, conspired, connived or agreed with any BIDDER or anyone else to put in a sliam bid, or that anyone shall refrain From bidding; that the BIDDER has not in any manner, directly or indirecily, sought by agreement, communicition, Dr conf6rence with anyone to fix Oic bid price of the BMDER or any BIDDER, oi� to fix any overhead, profil, or cost element of the bid price, or of that of any oflier BIDDER, 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 bid are tnie; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid price or any breakdown thereoi; or the cuntents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, parmer.qhip, company association, organizatioii, bid depository, or to any member or agent thereof to effectuate a collusive or sharn bid. Note: The above Non -collusion. Affidavit is part of the Proposal. Signing this Proposal on Ille signature portion thereof shall also constitute signature of this Non -collusion Affidavit. BIDDERS are cautioned that makinga false certifiCati011 11lay SUbject flie ceitifier to criminal prosecution. Signed State of California county of cst�*iw Subscribed and swom to (or affirmed) before me on this day of P-,-k 206 by proved to me on the basis of satisfactory evidence to be the person(s) who appeared before rne. MATTHEW HSING Notary Public - California Orange County Commission # 2405639 4Notary P�ub�lic Si tire Notary Public Seal *my Comm, Expires Ma CALIFORNIA ALL-PURPOSE ACKWC)ftEDGMENT A notary public or other officer completing this certlilcate v9diles only the identity of the ln&4dual who signed the document to which Ihis cqrtlficatq is attached, and not the truthfuirim, accuracy, or vaildity of that document, City of Santa Ana RFP Page A3-1 This page intentionally left blank Appendix ATTACHMENT 3-2: NON -LOBBYING CERTIFICATION CERTIFICATIONS 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 wi I I 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 fedcTal contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative agreement, and die 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 any 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, loan or cooperative agreement, the undersigned shall complete and submit a "Disclosure of Lobbying Activities". This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Subrr�ission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 3 1, U. S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $ 100,000 and that all such sub recipients shall certify and disclose accordingly. Firm Ardurra Group, Inc. Signed and Printed Name: Title Vice President, Reqional Director Date March 14, 2023 Lisa M. Penna City of Santa Ana RFP Page A3-2 This page intentionally left blank Appendix ATTACUMENT 3-3: NON-DISCRUMNATION CERTIFICATION CERTMCATIONS The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: 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 forins of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4, The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. The Consultant shall fur-nish 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. 6. 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. 7. 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 City of Santa Ana RFP Page AM 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 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 sub -consultant 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: '��4 Lisa M. Penna Title: Vice President, Regional Director Firm: Ardurra Group, Inc. Date: March 14, 2023 City of Santa Ana RFP Page A3-4 This page intentionally left blank ..... . . . . . ... I -jt� rVOw qt. EXHIBIT C COMPENSATION Consultant's Fee Proposal including hourly rates if applicable California Arclurra Group, Inc. ARDURRA Effective January 1, 2023 Standard Billing Rate Schedule Engineering, Municipal, Environmental & Surveying Services A11111111L Staff Hourly Rate Principal $320 QA/QC Manager $280 Project Manager IV $280 Project Manager 111 $240 Project Manager 11 $220 Project Manager 1 $200 Project Engineer VI $240 Project Engineer V $220 Project Engineer IV $200 Project Engineer 111 $180 Project Engineer 11 $160 Project Engineer 1 $140 Project Designer 111* $190 Project Designer 11* $160 Project Designer 1* $130 CADD Drafter 111* $145 CADD Drafter 11* $125 CADD Drafter 1* $110 Public Works Technician 1* $110 Administrative Assistant* $120 Plan Check Engineer IV $210 Plan Check Engineer 111 $185 Plan Check Engineer 11 $170 Plan Check Engineer 1 $150 Public Works Technician 111* $140 Public Works Technician 11* $120 Public Works Technician 1* $100 Senior Code Enforcement Officer/Manager* $120 Code Enforcement Officer 11* $90 Code Enforcement Officer 1* $80 Senior Structural Engineer $240 Structural Engineer $180 SUE Technician $140 SWPPP Practitioner* $150 Specialty Professional/Discipline $280 Positions noted with an asterisk are subject to overtime rates billed at 1.5 times regular rates for all time over 8 hours in a single day or work performed on Saturday; and double time rates for work performed on Sundays and Holidays. Engineering, Municipal, Environmental & Surveying Staff (cont'd) Hourly Rate Senior Environmental Scientist $240 Associate Environmental Scientist $170 Assistant Environmental Scientist* $140 Senior Planner $200 Planner 11 $180 Planner 1 $160 Associate/Assistant Planner $130 Senior Landscape Architect $240 Landscape Architect $180 Principal Architect $240 Senior/Associate Architect $210 Architect $200 3-Person Survey Crew* $380 2-Person Survey Crew* $300 1-Person Survey Crevv* $200 Survey Director $240 Assistant Surveyor (not Licensed)* $180 GIS Analyst* $180 GIS Specialist* $160 Graphic Designer* $140 Drone Operator with Camera* $180 Flow Monitoring Field Technician 1* $90 Flow Monitoring Field Technician 11* $110 Flow Monitoring Field Technician 111* $120 Flow Monitoring Field Supervisor* $145 Flow Monitoring Field Manager $175 Flow Monitoring Project/Data Manager $195 Community Relations Strategic Advisor $280 Community Relations Project Manager $250 Community Relations Assistant Project Manager $220 Community Relations Sr. Account Coordinator $160 Community Relations Account Coordinator $140 Community Relations Sr. Graphic Artist $190 Community Relations Graphic Artist $160 ,Community Relations Account Assistant $120 Expert Witness Services Data Revie and Preparation $320 Testimony & Deposition $475 City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 //'\, ARDURRA ARDURRA California Arclurra Group, Inc. Effective January 1, 2023 Standard Billing Rate Schedule Project and Construction Management and Inspection Staff Services Rate 3 Principal $320 Principal Program Manager $280 Project Executive / QA/QC Manager $280 Senior Program Manager $240 Program Manager $220 Principal Project Manager $280 Senior Project Manager $250 Project Manager $220 Assistant Project Manager $175 Principal Construction Manager $280 Structures Representative $260 Senior Construction Manager $250 Construction Manager $220 Assistant Construction Manager $175 JProject Controls Engineer, Labor Compliance $160 iDocuments Control, Administration $130 Project and Construction Management and Insp Regular Overtime Time Staff Rate 1 Mon — Fri 2 Sat. Sunday/ Holiday PE Licensed Inspector $185 $259 $259 $333 3,4,5,6 (Prevailing and Non -Prevailing Wage) PE Licensed Inspector $190 $266 $266 $342 3,4,5,6 (Prevailing and Non -Prevailing Wage - Special Shift) Public Works Inspector (Prevailing Wage ) 3_1,6 $175 $245 $245 $315 Pu bl ic Works Inspector 3, 4,5,6 (Prevailing Wage - Special Shift) $180 $252 $252 $324 Accessibility Expert/ CASp Inspector 6 $294 $412 $412 $529 DSA / CSHPD Inspector of Record 6 $205 $287 $287 $369 Deputy Inspection $146 $204 $204 $263 (Prevailing Wage 3,5,6 NDT Testing $175 $245 $245 $315 3,5,6 (Prevailing Wage Pu bl ic Works I nspecto r 5 (Non -Prevailing Wage ) $155 $217 $217 $279 City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 //'\ ARDURRA Notes/Assumptions: The above hourly rates include wages, fringe and general and administrative overhead and fee, as well as typical supplies, tools and equipment required to perform services. 2. Rate applies to the first four hours of overtime during the week and/or first eight hours of overtime on Saturdays; all overtime in excess of four hours during the week or eight hours on Saturdays is paid at the Sunday/holiday rate. 3. Prevailing Wage Rates are subject to increases pursuant to the State of California's Department of Industrial Relations Wage Rate Determinations. Ardurra's Billing Rates will increase in proportion to the DIR increase, plus overhead and profit. The current rates are based on Determination # SC-23-63-2-2021 -1 D Issued 8/22/2022. 4. A Special Shift is any shift that starts after 5:00 PM and before 6:00 AM. 5. The following minimum callout applies to Inspection staff, in accordance with Industrial Welfare Commission Order #16-2001: • Cancellation of 8 hours scheduled inspection after inspector's arrival on site: 4-hour minimum • Cancellation of 4 hours scheduled inspection after inspector's arrival on site: 2-hour minimum 6. For contracts involving public works inspection services, Ardurra requires the awarding public agency to complete DIR form PWC-1 00 solely for Ardurra as the prime contractor specific to the awarded contract name and amount. A half-hour per week, per inspector labor compliance charge will be billed for all Prevailing Wage inspection assignments. Web -Based Contract Administration: Selected/specified cloud -based service billed at cost plus fifteen percent (15%). For Procore: Billed at $250 per $100,000 in annual construction contract value. 8. Reimbursable Expenses (Other Direct Costs): Ordinary identifiable non -salary costs that are directly attributable to the project, such as regular commuter travel costs, standard equipment, tools and software, etc., are included in the fee estimated above. Extraordinary expenses, such as oversized and/or color reproduction costs, vehicle identification decals, site facility hard phone line and/or internet service charges, non -commuter project miles and/or other travel expenses to remote (over 50 miles one-way) fabrication yards/batch plants, overnight postage/couriers, etc., are billed at actual cost plus 15 percent (15%) to cover overhead and administration. Travel charges to a casting/fabrication yard or batch plant will include the hourly billing rate plus travel expenses as listed in the Caltrans Travel Guide (State rates). Mileage is billed at the current IRS rate. An allowance for extraordinary charges is included as Other Direct Costs (ODC) in the fee table above. Extraordinary charges above and beyond the estimated ODC allowance will not be billed to the client unless specifically included in the contract or requested and approved by the client in writing prior to incurring the additional expense. 9. Fees for Subconsultant Services: Billed at actual cost, plus 15 percent (15%) to cover overhead and administration. 10. Escalation: This rate schedule is effective January 1, 2023 through June 30, 2024, except as noted above for Prevailing Wage covered classifications. Should the contract duration be extended beyond June 30, 2024, rates will be subject to prevailing wage increases as noted above, non -prevailing wage salary increases and overhead increases based on current Los Angeles -Riverside -Orange County Consumer Price Index to accommodate inflationary trends, salary adjustments and the general cost of doing business, as mutually agreeable to the parties and approved via contract amendment prior to implementing higher rates. In the event the contract is subject to delays that are beyond Ardurra's control, a request will be made to increase the billing rates to Ardurra's current standard rates and the client will use all reasonable effort to allow such billing rate increase. 11. Exclusions to Scope and Fee: The following items are specifically excluded: • Legal advice • Construction labor, materials and/or equipment • Copies of plans and specifications or other oversized drawings • Additional services not specifically called for in the proposal • Expert witness services • Standby services City of Santa Ana I March 14, 2023 On -Call Engineering Services, RFP No. 23-030 //'\ ARDURRA EXHIBIT 8 CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND CWE FOR ON -CALL ENGINEERING SERVICES THIS AGREEMENT is made and entered into on this 16th day of May, 2023 by and between CWE ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On February 21, 2023 the City issued a Request for Proposal No. 23-030, by which it desired to retain a Consultant having special skill and knowledge in the field of - Professional Engineering Services on an on -call basis for the City's Public Works Agency. B. Consultant submitted a responsive proposal that was among those selected by the city. Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-030. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-030, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in "Scope of Services - Exhibit A", attached hereto and incorporated by reference, and as further described in Consultant's Proposal, attached hereto an incorporated herein by this reference as "Consultant's Proposal - Exhibit B". 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant's Fee Proposal, which is attached hereto and fully incorporated herein by this reference as "Compensation - Exhibit C". Consultant is one of fifteen (15) separate consultants selected to provide services on an on -call basis under RFP 23-030. The total compensation for services provided by all consultants selected under RFP 23-030 shall not exceed the shared aggregate amount of $5,000,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. b. Payment by City shall be made within forty-five (45) days following receipt of proper Page 1 of 10 invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. Notwithstanding any contrary terms contained within Consultant's Fee Proposal, Consultant's fees shall not exceed 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws. 3. TERM This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to a one, two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 6. INSURANCE Consultant 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 Page 2 of 10 the performance of the work hereunder and the results of that work by the Consultant, its agents, representatives, employees or subcontractors. a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section. b. Insurance coverage shall be at least as broad as: (i) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit 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. (ii) Automobile Liability: Insurance Services Office Form Number CA 000 1 covering, Code I (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage. (iii) Workers' Compensation insurance 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. (iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. (v) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. d. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions: (i) Additional Insured 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 Consultant including materials, parts, or equipment furnished in connection with such work or operations. Page 3 of 10 General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary 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 Consultant's insurance and shall not contribute with it. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. 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. (v) Self -Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. 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. (vi) Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims -made basis: The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. Page 4 of 10 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 Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work. (viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix) Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors. (x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity Page 5 of 10 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 Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. Page 6 of 10 12. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assigm-nent, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. Page 7 of 10 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Jennifer L. Hall Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 Page 8 of 10 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 Fax: To Consultant: Vik Bapna Principal CWE 1561 E. Orangethorpe Ave., Suite 240 Fullerton, CA 92831 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signatures on following page] Page 9 of 10 SIGNATURE PAGE FOR CONSULTANT AGREEMENT BETWEEN CITY OF SANTA ANA AND CWE FOR ON -CALL ENGINEERING SERVICES IN WITNESS WHEREOF, 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. CARVALHO City Attorney Z_Ni� N T. MAR'ffNEZ Assistant City Attorney RECOMMENDED FOR APPROVAL: NABIL SABA Executive Director Public Works Agency CITY OF SANTA ANA KRISTINE RIDGE City Manager CONSULTANT: V" Y'�a VIK BAPNA Principal Page 10 of 10 EXHIBIT A SCOPE OF SERVICES Appendix ATTACHMENT I SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR ON -CALL ENGINEERING SERVICES RFP NO. 23-030 INTRODUCTION/BACKGROUND The City of Santa Ana intends to retain Civil Engineering Consultants on an as -needed or "on -call" basis. A Professional Services Agreement will be entered into with several of the qualified firms Civil Engineering consultant(s) to provide professional services for a variety of projects on an on -call basis. On an on -call, as -needed basis, the selected firm(s) may later be asked to provide professional engineering services proposals on specific, proj ect-by-proj ect basis, based on an agreed -upon specific scope of services and fees. In general, work consists of general engineering design projects. Funding sources for each project may vary for each project/task order assignment shall comply with the funding agency's requirements. The projects may include water and sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, traffic signal modifications; landscaping and irrigation systems; park and recreational design, grant application writing, and other related projects as required. On occasion, environmental and planning support services may also be requested. The City may need consultant services for mapping and legal description preparation, construction management, staking and inspection. Occasionally the City may also need gootechnical, electrical, mechanical, structural, and other specific infrastructure related services. The consultant shall be able to assist the City through this contract to provide the necessary services. The consultant shall utilize in-house staff and/or sub -consultants to complete the assignments to meet the City standards. For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. Prime consultant mark-ups for sub -consultant work will not be allowed, All proposals, plans, drawings, specifications, estimates, grant applications, and/or studies will be subject to the final approval and satisfaction of the City of Santa Ana. City of Santa Ana RFP 23-030 Page Al-1 Scope of Services The work consists of general engineering design and cost estimating for civil works projects, City facilities, Parks and other related projects as required, The work in general, consists of work in the following areas and not limited to: Civil- Design Transportation/Traffic Structural Geotechnical Land Surveying Architectural Landscape Architectural and Irrigation Environmental Electrical Mechanical Instrumentation and Control Systems Fire Protection Land Surveying Financial and Economic Consulting Engineering In addition to general engineering design projects Consultants may be asked to perform the following tasks: Hydraulic modeling of the water distribution, storm water, and sewer collection systems Evaluations, studies and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations, Electrical and industrial control systems evaluations, studies, drawings, documentation and recommendations Mapping Services Legal Description Preparations Grant Writing- Services Environmental/Planning Support Construction Management Support Pavement Management Special Engineering Studies/Reports/Compliance and Investigations Regulatory Compliance with Federal and State and Local Agencies Financial/cash flow analysis- public works programs Assessment and District Formation Services Sustainable Infrastructure Services Right of Way Studies If there are any exceptions to the core of requested services, proposers shall list said exceptions in their proposal (matrix form). City of Santa Ana RFP 23-030 Page A1-2 For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. The selected consultants must have the expertise, experience, and demonstrated resources available to perform the work described in this RFP. General Requirements and Project Deliverables The Consultant's services for plans specifications and estimating (PS&E) for engineering project preparation and special studies/investigations shall include and in be in conformance with the latest editions of the following: Title 24 of the California Code of Regulations (California Building Standards Code). American Water Works Association, California Department of Transportation, the Americans with Disabilities Act, the City of Santa Ana Municipal Code (SAMC), professional Standards established by the City, and or federal, state and local guidelines established in the project. As part of the preparation of the PS&E, the consultant shall prepare the special provisions pertaining to the items of work included in the plans that are not addressed on the latest editions of the applicable standards. The Consultant shall have complete responsibility for the accuracy and completeness of all documents and plans prepared. The plans will be reviewed by the City of Santa Ana for conformity with the requirements of the Agreement. Reviews by the City of Santa Ana do NOT include detailed review or checking of design or the accuracy with which such designs are depicted in the documents and the plans. The documents and plans furnished under the Agreement shall be of a quality acceptable to the City of Santa Ana. The criteria for acceptance shall be a product of neat appearance, well organized, technically and grammatically correct, checked, and dated and having the maker and checker identified. The Consultant shall have project management control procedures in effect during the entire time work is being performed under the Agreement. This task shall include the following: Project Management Plan — the consultant shall provide a detailed management plan including information and coordination with other agencies to ensure compliance and completion of the (PS&E) packages. This plan shall include all milestones and task breakdown for each of the tasks and subtasks included therein. The project management shall be submitted to the Project Manager for review and within 15 calendar days of the issued Notice to Proceed Deliverables Quality Control/Quality Assurance (QA/QC) Plan Project Schedule/invoicing Project Correspondence In case of conflict, ambiguities, discrepancies, errors, or omissions, the consultant shall submit the matter to the City for clarification. City of Santa Ana RFP 23-030 Page A1-3 The Consultant shall perform engineering design services resulting in contract documents (plans, specifications and cost estimates "PS&E") for various projects on an as -needed basis. However, work tasks may include studies or a variety of engineering tasks. If requested by the City, the Consultant shall provide a Work Plan which includes a detailed schedule of the assigned project prior to the issuance of Notice to Proceed and/or Task Order. Specific Task Orders with Notices to Proceed ("NTPs") will be provided for project(s) at the discretion of the City. Work required per Task Order shall comply with the Scope of Services and additional provisions in each Task Order and this agreement. The following services/items shall include, but are not be limited to: 1. Research existing records of utility companies and agencies and coordinate the proposed improvements with existing field conditions, 2. Conduct an environmental assessment for each project and prepare all documentation required to comply with California Environmental Quality Act (CEQA), and or National Environmental Protection Act (N-EPA). (If required) 3. Provide all field survey and topographic work necessary to complete the design effort. Design level survey and base mapping of the project site shall be prepared in US Customary English units by a California licensed Land Surveyor in accordance with the City guidelines and in Microstation V8i Computer Aided Design and Drafting (CADD) format. The horizontal datum shall be NAD 83 and the vertical datum shall be NAVD 88. All survey field notes shall be on forms provided by the City, shall be neatly completed in pencil, and shall become property of the City upon completion of the project. Informal field investigations including marking of removal areas may be required for some of the sidewalk, curb and gutter, and pavement replacement projects. 4. Complete the design of projects including plans, specifications, and engineer's construction cost estimate. The Consultant shall contact manufacturers and/or contractors to verify the engineer's estimate prior to submitting to the City. Specifications shall be prepared in Microsoft Word and an electronic copy of the final version shall be furnished to the City. The City will provide the specification boiler plate to the Consultant. 5. If requested, all preliminary and bid sets of plans shall be plotted on bond or velum paper using Microstation V8i CADD software program. All drawings shall be completed per the City of Santa Ana CADD Standards and any special provisions thereof. For interim submittals, the City may opt to receive only PDF versions of the plans for reviewing purposes. If so, the Consultant team will provide plans and/or specifications accordingly. 6. All original plan sheets, the title sheet of the specifications, calculations, and reports shall be signed and stamped by the Consultant's licensed professional engineer responsible/in-charge of the project. City of Santa Ana RFP 23-030 Page Al -4 7. If a part of the on -call project scope, the Consultant shall provide support services during the bidding and construction phases of the project, including, but not limited to: a. Respond to bidder inquiries during the bidding process, including preparation of any addenda. Following award of the construction contract, the Consultant shall attend the pre -construction meeting. b. Review and approve all submittals and shop plan drawings required supporting the construction contract. The Consultant shall complete shop drawings reviews within two (2) weeks of receipt. Contract Change Order reviews shall be completed within two (2) working days of receipt. c. Respond to written Requests for Information (RFI) to provide clarification or resolve discrepancies in the contract documents. Responses shall be completed within three (3) working days. d. Provide periodic field reviews and bring to the attention of the City of Santa Ana any defects or deficiencies in the work by the construction contractor which the Consultant may observe. The Consultant shall have no authority to issue instruction on behalf of the City of Santa Ana, or to deputize another to do so. 8. If included in the on -call project scope, upon completion of construction, the Consultant shall prepare as -built plans and submit them to the City. The Consultant shall incorporate all changes to the plans electronically with all necessary revision notations. Once plans have been updated, a signed set of as -built plans shall be submitted to the City with an electronic copy (in Microstation V8i CADD and pdf formats) of the final as -built drawings via CD ore - mail. 9. The Consultant shall monitor the project progress, maintain project files, and control the quality of the work performed by in-house staff and/or sub -consultants. Incomplete (not meeting targeted completion) or poor quality work will not be accepted. The Consultant shall ' revise the documents within a revised schedule set by the City, which may require overtime. No additional compensation necessary for the consultant to complete this work to the satisfaction of the City shall be approved by the City for the required revisions. It is the responsibility of the Consultant to produce a professional -level quality of work product. 10, If included in the on -call project scope, attend meetings with the City staff as required 11. If included in the on -call project scope, the Consultant shall coordinate plan check, design topics, permits and any other issues with the City, other Agencies, and all utility companies as required. At the direction of the City, the Consultant shall be the liaison with affected agencies. 12. If included in the on -call project scope, the Consultant shall be responsible for reviewing and approving addenda and clarifications to plans and specifications. All information regarding the plans and specifications and or documentation related to the project and approved by the City, will then become property of the City. City of Santa Ana RFP 23-030 Page A1-5 A more detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. All tasks orders shall include the staff title, hours, hourly rate and totals as related to the project. Construction Plans, Standard Specifications and Estimate (PS&E) Preliminary Design - Attend project scope meeting with City Staff to review project details. Consultant shall field review, inspect and conduct all necessary surveys to prepare a Preliminary Design Report (PDR) or alternatives, preliminary cost estimate and preferred alternative as requested by the project manager. A (PS&E) package shall be submitted to review at 30% design for independent City review A (PS&E) package shall be submitted to review at 60% design for independent City review A (PS&E) package shall be submitted to review at for FINAL independent design review. The City will review and comment on the PS&E packages with a turnaround goal of (2) weeks. One (1) copy of the documents with comments will be returned to the consultant. Unless, several agencies are involved in the review process multiple documents with comments will be provided to the consultant. After the final design comments have been incorporated the consultant shall provide the City with final (PS&E) package ready forbid. See Section - General Requirements and Project Deliverables Section. Proiect Schedule and Progress: Progress review meetings shall be held at intervals deemed appropriate by the City. The Consultant shall furnish two copies of all completed work or partially completed update/status since the last progress review meeting. Progress reports shall be submitted monthly in electronic format indicating achievements and project schedule progress. Ci1y Responsibilities: The City will provide information 'in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein. a Furnish scope of work and provide general direction as needed for the assigned project a All plan check coordination within the City a Advertise, award, and administer of construction contract 0 Electronic files (sample plans & specifications, City of Santa Ana's CADD Standards) 0 Electronic files for title sheets and sheet borders a Facilitate meeting space and coordination and City facilities City of Santa Ana RFP 23-030 Page A1-6 Fee Pronosal: In addition to Section W.B.3 (Submittal Requirements: Fee Proposal) fee schedule shall be structured as follows: The fee proposal shall include the firm's standard hourly fee schedule, and/or project fee schedule where applicable and as outlined in this this documents. A list of all positions and hourly rates required to perform the services described herein shall remain valid for one (1) full calendar year following contract execution. Subsequent rates shall be renegotiated between the firm and the City. Amore detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. Other Ternis and Conditions: 1. The project will be implemented in compliance with the City of Santa Ana's policies, as well as Prevailing Wages and State/Federal Requirements. 2. The City regards the inclusion of California based designs, engineering, and construction professionals, facilities, and services as part of the Team to be highly desirable, but not mandatory. 3. The City reserves the right to amend this Request for Proposal by addendum prior to the final dates of submission. 4. All reports, proposals, or other data or materials which are submitted shall become the sole property of the City of Santa Ana with the exception of the confidential Financial Capacity information and scaled fee proposals which will be returned to all proposers after award of contract to the selected Team 5. All products used or developed in the execution of any contract resulting from this request will remain in the public domain at the completion of this project. 6. The City has an affirmative action program, The purpose of the affirmative action program is to encourage certified minority business enterprises and women business enterprises. All submitting firms must have established affirmative action programs approvable by the City. During the RFP stage, all firms will need to complete a "Certification of Non -Discrimination by Contractors" for each firm on their team. City of Santa Ana RFP 23-030 Page AIJ EXHIBIT B CONSULTANT'S PROPOSAL V E S A . p 0 ul'a TM Creating a Better Tomorrow, Today. TEL (714) 526-7500 1561 E. Orangethorpe Avenue, Suite 240 www.cwecorp.com FAX (714) 526-7004 Fullerton, California 92831 City of Santa Ana On -Call Engineering Services (RFP No. 23-030) STATEMENT OF QUALIFICATIONS CWE CWE 1561 E. ORANGETHORPE AVENUE SUITE 240 FULLERTON, CA 92831-5202 (714) 526-7500 PHONE (714) 526-7004 FAX www.cwecorp.com March 14, 2023 Mr. Sean Thomas City of Santa Ana Public Works Agency, M-36 20 Civic Center Plaza; Ross Annex Santa Ana, California 92701 Cover Letter Proposal for On -Call Engineering Services (RFP No. 23-030) Dear Mr. Thomas, CWE holds over 30 on -call contracts as both a prime consultant and subconsultant, and has executed over 450 task orders for various clients in Southern California over the last five years. We understand that an on -call assignment requires an "on -call" obligation. An on -call team must act quickly, be responsive, knowledgeable, and ready for a myriad of possible requests. The CWE Team has developed an effective process to streamline client requests for services. The first step in the process is to define the scope of work. When a task order request is received, the Project Manager will promptly prepare a scope and budget for City of Santa Ana (City) review. If the City has questions following their review, the Project Manager will refine the scope of work and budget accordingly. As an integral part of scoping and budgeting, a project team will be formed that is the most appropriate for the required scope of the task order, including assigning a Task Lead who will be responsible for coordinating the project team. The final step in the process is to coordinate with the project engineer and City to develop a project schedule. The CWE Team has extensive experience working with public -sector clients to meet aggressive schedules and accommodate deadlines as they may relate to project funding, land purchase options, timing of public hearings, or construction timeframes. Schedules may be condensed through a variety of methods, including early agreement on the project description, swift transmittal of requested data, assigning additional staff to the task order, and shortened review periods. As co-founder of CWE, I have the greatest knowledge concerning required service operations and contractual matters, including payment of all charges resulting from an agreement with the City. If you have any questions or require additional information, please contact me via phone at (714) 262-0180, or via email at vbapna@cwecorp.com. Respectfully submitted, CWE Vik Bapna, PE, ENV SP, CPSWQ, QSD/P Principal "Creating a Better Tomorrow, Today.TM11 (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) Table of Contents COVERLETTER .......................................................................................................................... ii TABLE OF CONTENTS .............................................................................................................. iii CONTRACT AGREEMENT STATEMENT ................................................................................... 1 FIRM AND TEAM EXPERIENCE ................................................................................................. 1 SUBCONSULTANTS...................................................................................................................... 2 MEETYOUR TEAM ....................................................................................................................... 3 ORGANIZATION CHART ................................................................................................................ 7 UNDERSTANDING OF NEED ..................................................................................................... 8 APPROACH.................................................................................................................................. 8 RELEVANTPROJECTS .................................................................................................................. 8 WILLINGNESS TO COMPLY WITH AGREEMENT TERMS ..................................................... 11 REFERENCES........................................................................................................................... 11 SCOPEOF SERVICES .............................................................................................................. 12 SCHEDULE................................................................................................................................ 22 Appendices Appendix A Resumes CWE (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) Contract Agreement Statement CWE concurs with all provisions contained in the Agreement attached to the City's published Request for Proposals (RFP). Firm and Team Experience Since 2006, CWE's trusted and distinguished civil infrastructure, water resources, and environmental engineering services have enhanced the quality of life of our esteemed communities. We are privileged to have served over 250 public municipalities, utility W companies, private businesses, and federal agencies who have benefitted from our promise of Creating a Better Tomorrow, TodayTM. Our award -winning industry leaders actively work to cultivate the engineering prot6g6s and environmental stewards of tomorrow. Our firm of 33 personnel work tirelessly to bring the mastery, creativity, and commitment necessary to deliver forward -thinking results to enhance the communities we live, work, and play in, leaving them better for the next generation. This is the CWE standard. Civil engineering is a vital component in our everyday lives. CWE's civil engineers are proud to be part of a profession that serves the community in a meaningful, important manner. Our civil engineering expertise covers a wide range of complex, multidiscipline projects for public and private clients. Our clients depend on us to get their most important jobs done right. Our comprehensive capabilities and forward -thinking approach identifies cost and schedule savings to make each project a fiscal success and produce the results our clients need. Civil/Structural Design Transportation/Traffic Plans, Specifications, and Estimates (PS&Es) Bike lanes and trails Water and sewer system Parking/trip surveys and generation Street and highway improvements Active transportation planning Storm drain and flood control design Pedestrian paths/trails Value engineering and peer review Traffic impact stud ies/analyses Sustainable infrastructure Bus routes and appurtenances Hydrology and hydraulic studies Circulation and access management Bridge hydraulics and scour analyses Traffic calming Land Surveying Environmental Topographic and planimetric surveys Environmental compliance Legal descriptions and maps Environmental site assessments Title and land record research Sustainability management Subdivisions, lot divisions, and lot line revisions Regulatory compliance and support Assessment district mapping Engineered wetlands Boundary and property line surveys Stream channel restoration CWE has been recognized by the Zweig Group as a "Hot Firm" four times and a "Best Firm To Work For" six years in a row. These honors not only highlight CWE's significant business growth but also reflect our growing staff's sense of purpose and happiness at CWE. We are eager w M Fir i. M-SV Lop '. .'� F.� ZWEIG GROUP -1- CWE7 (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) to demonstrate how engaged employees with the same goal of Creating a Better Tomorrow, TodayTM prompt clients to return, and show the City of Santa Ana (City) what benefits our dedicated engineers and scientists can bring to your table and fulfill your design needs as they pertain to water and sewer infrastructure, storm drains, sidewalks, bike paths, curb and gutter replacement, slurry seal of residential streets, repair and overlay of asphalt concrete or Permeable Concrete Pavement (PCP) streets, signing, striping, neighborhood traffic studies, traffic signal modifications, landscaping and irrigation systems, park and recreational facilities, and grant applications. You deserve nothing less than a trailblazing, solutions -oriented firm to provide general engineering design on an as -needed basis. CWE is that firm! CWE is a certified Minority (MBE) and Small Business Enterprise (SBE). Subconsultants JC Chang and Associates, Inc. (JCCA) is a J,C. CHANG & ASSOCIATES, 1% JM09h PNrINPPR� - ARCI 1-- - P1 multi -discipline architectural and engineering firm with a �._--A professional staff of 35 employees. Founded in 1985 in Los Angeles, California with current expanding Mid -Atlantic and Northern California offices in Baltimore, Maryland and San Rafael, California, JCCA has provided design and building solutions to both the private and public sectors. The company has design capabilities in the architectural, electrical, mechanical, fields and has significant experience in a wide variety of projects for governmental and municipal clients that involve instrumentation and control systems, fire protection, and environmental engineering. JCCA's services include new construction as well as renovation, repair, and rehabilitation of existing facilities and infrastructure such as Heating, Ventilation, and Air Conditioning (HVAC), plumbing, and process piping systems. Architectural, Electrical, Mechanical, Instrumentation and Control Systems, Fire Protection Terracon Consultants, Inc. (Terracon) is a 100% employee - owned consulting engineering firm that has provided quality rerracon engineering services to clients since 1965. With 56 years in business, Terracon has achieved significant expansion through more than 150 offices servicing 50 states nationwide. Terracon has evolved into a successful multi -discipline firm specializing in materials testing and special inspection, geotechnical engineering/geotechnical consulting, environmental services including asbestos consulting, and facilities services on over 31,000 projects nationally. The firm's success is further evidenced by a current ranking of 24 in Engineering News-Record's (ENR's) 2021 listing of the Top 500 Design Firms. Geotechnical SWA Group (SWA) is a national leader in placemaking, landscape architecture, and urban design. Throughout their 60-year history, SWA swa has embraced the idea that planning and design can shape the environment in fundamental ways. Their practice is a constant search for a better approach, or more interesting and informed response, to the wide array of environmental and urban challenges brought by their esteemed clients. As one of the nation's leading urban planning, landscape architecture and design firms, SWA has embraced the idea that planning and design can shape the environment in fundamental ways. The firm is structured to facilitate the role of planning and design in developing memorable places that have clarity in function, identity and meaning. In addition to bringing strong aesthetic, functional, and social design ideas to each project undertaken by the firm, SWA is committed to integrating principles of environmental sustainability in all their designs. Landscape Architectural and Irrigation -2- cw;r (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) DTA is a nationally recognized public finance and urban economics consulting firm specializing in infrastructure and public services finance. Since 1985, DTA has assisted over 3,000 public and private sector clients in meeting their infrastructure and public services goals. DTA has been ta involved in the formation of over 2,000 public finance districts, with total WWW.PINANCED7A.COM authorized bonded indebtedness over $75,000,000,000. Their financing programs have utilized a variety of public financing mechanisms, such as Assessment Districts (ADs), Community Facilities Districts, Enhanced Infrastructure Financing Districts, Certificates of Participation, Tax Allocation Bonds, Sewer and Water Revenue Bonds, Marks -Roos Bond Pools, Landscape and Lighting Districts, Integrated Financing Districts, and various types of fee programs. Given the volume of development activity that must be tracked, DTA has developed sophisticated software to process building permit and parcel change data electronically. DTA also calculates and enrolls the special taxes/assessments, answers all property owner inquiries, assists in the preparation of Continuing Disclosure Reports, amends tax bills (as needed), and segregates special taxes for newly subdivided parcels. Financial and Economic Consulting Engineering The professional consultants at Thompson & Thompson THOMPSON & THOMPSON (T&T) have more than 45 years of combined experience . . . . . . . . . . performing litigation and complex valuations (appraisal and appraisal review) specializing in eminent domain for direct condemnation and inverse condemnation. They also have extensive experience performing corridor valuation (including Across -The -Fence valuation), appraisal review, construction defect, complex assessment appeals, expert witness testimony, possessory interest valuations, estate administration, and asset management assignments. T&T will provide appraisal services to estimate the fair market value of properties, which shall be the basis of just compensation to property owners in accordance with the project right-of-way acquisition requirements. Appraisals for properties and property interests may include full takes, partial takes, permanent easements (including street, aerial, parkway, and other forms of permanent easements, and temporary easements (including temporary construction easements), and the analyses may include complex valuations of special use or zoned properties. Legal Description Preparations, Right -of -Way Studies Meet Your Team CWE staff is comprised of 33 talented professionals, including registered Professional Engineers (PE) for civil and environmental engineering; Certified Professionals in Stormwater Quality (CPSWQ); Certified Floodplain Managers (CFM), Qualified Environmental Professionals (QEP); Qualified SWPPP Developers and Practitioners (QSD/P); Envision TM Sustainability Professionals (ENV SP); environmental scientists; hydrologists; licensed surveyors; Computer -Aided Design (CAD) drafters; Geographic Information System (GIS) specialists; inspectors; field technicians; and related support personnel. Our staff's wide range of backgrounds and versatile skill sets make us a one -stop shop for tasks requiring civil design, sustainable infrastructure services, hydrologic and hydraulic studies and modeling, regulatory compliance and implementation, City staff training, and finding, identifying, and writing grants. Brief introductions to CWE's key personnel and key subconsultants are provided on the following pages, with full resumes included in Appendix A. Resumes of our supporting personnel can be rapidly furnished upon request. -3- CWE (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) Steven Bell, PE, ENV SP, CFM, QSD is your Project Manager, and specializes in hydrologic and hydraulic studies and modeling. He has 18 years of specialized experience in civil design, project management, and water resources engineering. He is well -versed in numerous hydrologic, hydraulic, sediment transport, distribution, and water quality models including, but not limited to EPA-SWMM, EPANET, HEC-HMS, HEC-RAS, HEC-SSP, MODRAT, XP-SWMM, and XP-WSPG. He has also developed his own Availability stormwater modeling and basin routing tools using mass balance and 70% spreadsheet models to better inform clients about the movement of water through their basins and drains. This versatility in modeling has been a valuable asset in calculating flows for storm drains, water mains, and pipelines; installing water well pumps, mechanical piping, and electrical controls; improving catch basins, curbs, gutters; designing diversion systems, green streets, medians, and parks with multi -benefit enhancements; and measuring water quality volumes and pollutants for creeks, basins, and channels. Vilk Bapna, PE, ENV SP, CPSWQ, QSD/P is your Quality Assurance/Quality Control (QA/QC) Manager, and the associate in charge should the proposed Project Manager become unavailable. As a former managing civil engineer at Los Angeles County Public Works (LACPW), he has more than three decades of experience in the planning, 1-9 design, and construction of more than $1 billion worth of civil engineering Availability projects, ranging from single -lot developments to regional stormwater Best 30% Management Practice (BMP) projects with multiple stakeholders. Vik was responsible for developing the award -winning Sun Valley Park Water Quality and Groundwater Recharge project — the region's first urban watershed plan that addressed flood protection, water quality and habitat enhancements, and creation of open space and recreational opportunities. Tommy Muttaraid, PE, TE is your Structural Design Lead. He has over two decades of experience in structural design emphasizing in concrete and steel structures, and project management. Tommy's project experience has included, but is not limited to, structural calculations for underground pump stations, single -span bridges, concrete crib walls, soldier beam seawalls, retaining wall systems with single tiebacks, steel canopies, partial ly-closed Availability structural steel crane bays, stairway systems inside parking structures and 20% commercial buildings, and wood tower structures. Dr. Narasimha "Murthy" Murthy, TE is your Transportation/Traffic Lead. He has more than three decades of experience in transportation engineering, planning, and traffic engineering, including Intelligent Transportation Systems (ITS). He provides multi -modal analyses, transit corridor studies, traffic simulations, light rail transit analyses, and much more, to assist clients in developing solutions to complex traffic engineering challenges. In addition to Availability his technical engineering abilities, Murthy has contributed to a myriad of 80% professional publications, given expert lectures, and participated in conferences regarding the current state, and the future, of transportation engineering both nationally and internationally. -4- CWE (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) William "Bill" McKinney, PILS is your Land Surveying Lead. For more than 50 years, he has successfully completed all manner of topographic and boundary surveys, American Land Title Association (ALTA)/American Congress on Surveying and Mapping (ACSM) land title surveys, lot line adjustments, legal descriptions and plats for easements and dedications, and tentative and final parcel maps, and resolves boundary and right-of-way Availability discrepancies. He continues to develop skills using the latest survey equipment including total stations and, more recently, aerial drone surveying. 50% Bill has been the Survey Supervisor for construction staking of roads and highways, bridges, buildings, underground piping, and utilities for commercial and residential properties as well as public and private development. Nan Jia, PE, QSDIP is your Environmental Support Lead. She has six years of experience in environmental engineering, which includes technical report writing, preparing compliance documents, database management, Municipal Separate Storm Sewer System (MS4) Program Effectiveness Assessment Annual Reports, industrial/commercial and Construction/Industrial 0 , . General Permit (CGP/IGP) inspections, and leading water quality data studies, Availability such as pollutant load analysis for runoff diversion project and BMP effectiveness studies. Nan is a former OCPW National Pollutant Discharge 70% Elimination System (NPDES) Compliance Apprentice, where she helped reviewed Water Quality Management Plans (WQMPs) and created an inventory on OC Stormwater Tools. Angelique Silvestre, ENV SP is your Grant Writing Lead. She has three years of experience providing a deep bench of roadway, utility, geometry, subdivision, site development grading, drainage, sewer, water, and storm drain projects. Because of Angelique's background in designing civil engineering projects requiring funding, her invaluable assistance on grant applications has resulted in over $10 million in funding for public agencies. Availability 80% John Rosolanka is your Construction Management Lead. He has 27 loC. years of experience both as a Contractor Construction Manager and Public Works Inspector for highway and roadway projects, underground utilities, and facilities. John is familiar with the California Department of Transportation (Caltrans), American Public Works Association (APWA), and American Water t Works Association (AWWA) standards, and is a certified inspector in concrete _.;O� soils and testing, reinforced concrete, and masonry. His typical duties include, Availability but are not limited to, inspection of various work activities such as traffic 807o control, roadway excavation, grading, trenching, pavement removals and paving, minor concrete, structural concrete, water lines, sewer lines, system testing, disinfection and flushing, pump stations, sewer lift stations, Americans with Disabilities Act (ADA) ramps, sidewalks, parkways, driveways, raised medians, side panels, traffic signals, street lighting, reclaimed water lines, landscape, irrigation, hardscape, facilities, retaining structures, and safety. -5- CWE (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) Availability Sevag Avanessian, PE will oversee architectural, electrical, mechanical, instrumentation and control systems, and fire protection services needed 40% from JCCA. He has 17 years of experience specializing in power systems. Sevag's various engineering projects include design of power systems, lighting systems, low -voltage systems and fire alarm systems for new construction and tenant improvement projects for clients in education, institutional and commercial sectors. City of Los Angeles Garvanza Park Rainwater Capture and Use, Instrumentation and Controls Support City of Torrance Stormwater Basin and Wetlands Enhancement, Electrical Support LACPW Bonelli Irrigation Refurbishment Pump Station Renovation, Instrumentation and Controls Support Department of State Hospitals Infrastructure Master Plan, Task Lead Federal Bureau of Prisons Upgraded Fire Detection and Alarm System, Task Lead Fred Buhamdan, PE, PMP will oversee geotechnical services and Availability pavement management services needed from Terracon. He has nearly 20 40% years of experience performing geotechnical investigations, engineering design, and project management for educational and commercial buildings, renewable energy facilities, retail centers, office/warehouse projects, street improvements, industrial facilities, and public works projects. Fred's engineering duties have included shallow and deep foundations design, settlement and slope stability analysis, pavement design, geologic hazards analysis preparation of project proposals and geotechnical engineering reports, and construction management. City of San Fernando Regional Park Infiltration Design and Construction Management, Geotechnical Lead City of Los Angeles Laurel Canyon Boulevard Roadway Widening, Geotechnical and Pavement Rehab Lead City of Buena Park Knott Avenue Street Rehab, Pavement Rehab Lead City of Bell Gardens John Anson Ford Park Infiltration Cistern, Geotechnical Lead City of Rancho Palos Verdes Storm Drain Point Repair, Pavement Rehab Lead Ying-yu Hung, RLA will oversee landscape architectural and irrigation Availability services needed from SWA. She has 25 years of experience in urban design 20% and landscape architecture for complex projects that balance environmental and development issues. Ying-yu's has directed landscape design for a wide variety of public and private projects, and has demonstrated capability to integrate form with function for sustainable development. Her particular expertise in creating linear parks in former right-of-ways or derelict parcels, layered with recreational amenities and water conservation design are noteworthy for their transformative and visionary approach. Since 2016, Ying-yu has won four awards from the American Society of Landscape Architects (ASLA). LACPW Burton W. Chace Park Design, Project Manager City of Santa Barbara Bohnett Park Renovation, Task Manager City of Manhattan Beach Polliwog Park, Task Manager )O� City of Los Angeles Natural Park at Ramona Gardens, Task Manager Availability Steve Runk, PE will oversee financial and economic consulting engineering services and public works program financial/cash flow 20% analyses and AD formation services needed from DTA. He has over 45 years of experience in the design and construction management of major civil engineering projects, including roadways, bridges, sewer and water improvements, and flood -6- CWE (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) control facilities, grading for public works projects, and construction of commercial and industrial buildings. Steve has established ADs and prepared numerous Development Impact Fee justification studies, and prepared assessment apportionment formulas and fee studies for roads, storm drains, and water and wastewater facilities. Availability Bradford Thompson, MAI, AI-GRS, SR/WA will oversee legal description preparation and right-of-way study services needed from T&T. He has 33 60% years of experience with research, consulting, appraisal report preparation, and expert testimony for a variety of property types, including industrial, commercial, retail, office, vacant acreage, and single and multi -family residential properties. He provides property valuations for eminent domain both full and partial acquisitions, inverse condemnation, property tax appeals, possessory interests, corridor valuation, asset management, and loan underwriting. City of El Monte Garvey Avenue Grade Separation and Drainage Improvements, Right -of -Way Lead San Gabriel Valley Council of Governments (SGVCOG) Rio Hondo Load Reduction Strategy, Right -of -Way Lead Organization Chart Sean Thomas City of Santa Ana Project Manager Steven Bell, PE, ENV SP, CFM, QSD Steven Bell, PE, ENV SP, CFM, QSD Dr. Narasimha Murthy, TE Fred Buhdamdan, PE, PMP (Terracon) Bill McKinney, PLS Tommy Muttarald, PE, TE Mike Nguyen David Farrell, PLS Bill Young, PE Mark Winn, PLS Larry Tortuya, PE, ENV SP, CFM, QSD/P Rebecca Winn, PLS Dr. Kayla Kilgo, PE, ENV SP Construction Management Brad Borrowman Chris Pendroy, ENV SP, CPSWQ, QSD/P Angelique Slivestre, ENV SP John Rosolanka Brian Cox Lien Tran, EIT Cesar Ramirez, EIT Dr. Kayla Kilgo, PE, ENV SP Chris Pendroy, ENV SP, CPSWQ, QSD/P Aaron Esparza-Almaraz, EIT Nan Jla, PE, QSD/P David Hwang, EIT Architectural Sevag Avanesslan, PE (JCCA) Ying-yu Hung, RLA (SWA) Environmental Nan Jla, PE, QSD/P Sevag Avanessian, PE Alexa Reasoner, QSP, CESSWI (JCCA) Angel Aloy, ENV SP Instrumentotion/Control Systems Sevag Avanessian, PE (JCCA) Sevag Avanessian, PE Financial/Economic Consulting Steve Runk, PE (DTA) Bradford Thompson, MAI, (JCCA) AI-GRS, SR/WA (T&T) -7- CWE (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) Understanding of Need Approach When upgrades or improvements are needed, the City of Santa Ana relies on its Public Works Agency to resolve any deficiencies. CWE believes in a strong communications approach to project management when called upon to assist with these tasks. Our projects and/or task orders are typically set up with a kickoff meeting with all City staff having input to the project. This meeting is followed with weekly progress conference calls with the City project manager. Due to the nature of the project/task order, our understanding and methodology for each of the areas of service listed in the Request for Proposals will vary; we present our typical approach to each of these areas in the Scope of Services section below. Our project team has the flexibility to adjust, as the need arises, to all projects or task. We understand that each task order presents its own specific needs and coordination, and we will work with the City to understand all components of the task to present viable solutions. For a list of tasks necessary for successful completion, deliverables, and assumptions/ exclusions, please refer to the "Scope of Services" section starting on page 12. Relevant Projects City of Santa Ana On -Call Stormwater Project Design Services, January 2021 - Ongoing CWE is providing a series of on -call tasks over a three-year contract for the City of Santa Ana. Task orders include preliminary and conceptual design services for regional stormwater capture and treatment projects, such as LHe Sama Ana Zoo OLor aLer CapLure and Diversion ConcepL Design, Storm Drain Outfall Gate Design, and King Street Urban Greening contracts; and WQMPs for the Santa Anita Park and Santa Clara Bike and Pedestrian Improvements contracts. Additionally, in providing grant application assistance, such as on the Urban Greening Grant Application Support, Clean California Local Grant Program (CCLGP) Application Support, and Proposition 68 FMPRA Grant Application contracts, CWE has helped the City obtain approximately $10 million of competitive statewide grant funding for stormwater projects, with another $3.5 million likely to be awarded in 2023. REFERENCE.- Craig Foster, NPDES Manager, cfoster@santa-ana.org City of San Fernando Regional Park Infiltration Design and Construction Management, April 2018 - June 2021 CWE provided design services for the City of San Fernando Regional Park to . nstall an underground manufactured infiltration system underneath the existing park and replace the baseball field and irrigation system. Six different alternatives were developed and evaluated to maximize benefits while reducing capital cost and ongoing life cycle cost, and CWE recommended upsizing the system and doubling the capture area (originally 400 acres) to maximize water quality benefits while remaining compliant with grant terms. The infiltration system serves a drainage area greater than 950 acres and recharge groundwater sources with 446 acre-feet of runoff annually, and the system has a single storm capture capacity greater than 24 acre-feet. Tasks included: utility and community coordination; developing a preliminary design report emphasizing a gravity -8- CWE (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) system as the best alternative to meet City needs; performing environmental studies that meet California Environmental Quality Act (CEQA) requirements; obtaining Los Angeles County Flood Control District (LACFCD) permits; providing topographical surveys; conducting a geotechnical investigation; developing a plan for landscape and irrigation improvements; preparing a hydrologic and hydraulic study; providing potholing services; preparing PS&Es; preparing an Operations and Maintenance (O&M) manual for proposed structural stormwater BMPs, pretreatment devices, and stormwater infiltration system; providing bid support and full -service construction management, including but not limited to daily inspections, change order administration, cost estimates, scheduling, document control, and as -built development. Additional design services included 2,500 lineal feet of roadway reconstruction, including ADA-compliant ramps; 4,500 lineal feet of new storm drain used to maximize capture, and 6-inch sewer reconstruction. CWE assisted in a grant application that allowed this project to be funded under the Proposition 1 Stormwater Grant Program. REFERENCE: Matt Baumgardner, Director of Public Works, mbaumgardner@sfcity.org City of Bell Gardens John Anson Ford Park Infiltration Cistern, September 2018 - December 2019 CWE developed design PS&Es for construction of the John Anson Ford Park Infiltration Cistern Project that captures urban runoff. John Anson Ford Park is located in the City of Bell Gardens and the project helps the City and the Lower Los Angeles River Upper Reach 2 (LARUR2) Watershed Management Group (WMG) meet its NPDES IVIS4 Discharge requirements. The project captures dry weather and storm runoff from a highly industrialized urban catchment area of 2,295 acres. The project provides compliance with existing Water Quality Objectives (WQOs) for the entire Rio Hondo watershed portion of the LARUR2 Watershed Management Area (WMA). Tasks included: a geotechnical field analysis, utility search, hydrologic and hydraulic analysis, topographic mapping, preparation of design PS&Es, and construction engineering support. REFERENCE: Chau Vu, Former Director of Public Works, chau.vu@surfcity-hb.org IlkCity of Culver City Washington Boulevard Public -Private Partnership (P3) Green Street and Diversion, June 2017 - September 2020 CWE designed the region's first P3 project for stormwater purposes. This P3 project with Costco includes a diversion system to capture stormwater and urban runoff from a drainage area of approximately 40 acres. The drainage area is comprised of commercial and residential land uses completely within the City boundaries. The system captures approximately 30 acre-feet of stormwater runoff annually. Tasks included: developing project concepts for diversion and bio-filtration systems; conducting an environmental study; performing hydrologic and hydraulic analyses; coordinating with the City of Los Angeles and LACPW; topographic survey; conducting a utility search for the project site to identify existing or planned future utility conflicts along the proposed project components; preparing PS&Es; providing community outreach support; and construction support. REFERENCE: Sean Singletary, Senior Civil Engineer, sean.singletary@culvercity.org -9- CWE7 (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) Wash.- Los Angeles County Public Works Burton W. Chace Park Design, June 2020 - Ongoing CWE provided civil engineering design services for the park in Marina del Rey, California, including utilities, grading, drainage, irrigation, and structural support, on behalf of Los Angeles County Beaches and Harbors. The site is approximately 7.5 acres and included design of the entrance plaza, conversation node, picnic shelters, great lawn, picnic node, world stage space, amphitheater, two play hills, restrooms, new boaters restroom, two covered patios, statue, picnic shelter, and benches. CWE prepared structural calculations for prefabricated restroom building foundation, site lighting poles, and fencing, and designed up to 5 feet of utility connections to buildings, park systems, and facilities. We also conducted a storm drain analysis to identify the change in impervious area at the site to identify the additional runoff that may be created, as it was unclear if the existing site drainage facilities had the capacity for additional drainage. REFERENCE: Salim Sioufi, Project Management Division I Senior Project Manager, ssioufi@_bh.lacounty.gov City of Los Angeles Laurel Canyon Boulevard Roadway Design, A - September 2018 June 2014 IFThis project received awards from the American Society of Civil Engineers (ASCE) Los Angeles Section, ASCE Metropolitan Los Angeles Branch (MLAB), and California Stormwater Quality Association (CASQA). CWE designed and performed construction management for roadway widening and sidewalk improvements along 1,000 linear feet of Laurel Canyon Boulevard for LA Sanitation - City of Los Angeles and the Los Angeles Conservation Corps in the City's Pacoima neighborhood, between Kagel Canyon Street and Terra Bella Street. The project improved the neighborhood quality of life by increasing pedestrian mobility and safety for residents and school children. The project was designed to benefit traffic flow and improve congestion, especially during school hours and rush-hour traffic. The roadway widening project reduced flooding on the streets and mitigated ponding at residential driveways and intersections after a storm event by adding new gutters and bioswales. The intersections were designed to include ADA-compliant curb ramps and sidewalks. CWE also designed roadway improvements to incorporate an extra lane on Laurel Canyon Boulevard, and provided asphalt concrete overlay. CWE provided pre-, during, and post -construction support for this project. REFERENCE: Gordon Haines, Environmental Specialist, gordon.haines@iacity.org City of Alhambra Valley Boulevard Pedestrian Improvements, November 2018 - Present CWE is assisting the City of Alhambra with correcting ADA compliance issues and improving pedestrian circulation along Valley Boulevard between 9th Street and Garfield Avenue. The Valley Boulevard corridor has several local LJUW"1=0�eS MCIL �M VU L"� su, rounding neighbo, hood and p, ovides a thoroughfare for residents to shop, eat, and do business. In addition, the Metro bus line and Alhambra Community Transit (ACT) are located along Valley Boulevard and connect passengers to the local shopping centers, parks, and schools. CWE is improving the pedestrian operational deficiencies by constructing, reconstructing, or modifying curb ramps, sidewalk, pedestrian push buttons, crossing beacons, pedestrian countdown signals, crosswalks, driveways, and bus stop improvements. Tasks include project management and a kickoff meeting to ensure scope objectives are met on time and within budget, utility _10- cw;r (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) notifications, records research and field review for ADA accessibility and compliance, topographic survey, and preparing PS&Es. REFERENCE: Stephanie Camorlinga, Engineering Associate, scamorlinga@cityofalhambra.org Los Angeles County Metropolitan Transportation Authority Division 4 Permeable Concrete Pavement Pilot Project, July 2015 - February 2019 This project is the recipient of the 2019 ASCE MLAB Outstanding Sustainable Engineering Project award. CWE designed PCP and a bioretention facility for LA Metro at their Division 4 non -revenue facility in Downey. The project facility is a total of 251,000 square feet. An impermeable pavement area of 39,000 square feet was converted to pervious concrete pavement. The bioretention facility captures flows exceeding the 851h percentile event, and provides additional storage and infiltration capacity. During large storm events, flows exceeding the capacity of the PCP and bioretention facility are routed to an existing infiltration trench within the site and ultimately discharge into the Rio Hondo. The project benefits LA Metro by significantly reducing discharge, improving water quality, and addressing the Los Angeles River Bacteria, Metals, and Total Maximum Daily Loads (TMDLs). Tasks included: development of design parameters including stormwater retention requirements and rainfall data; design of pervious concrete pavement and retention basin, overflow swale, hand monitoring wells; development of construction plans, technical specifications, and a construction cost estimate. REFERENCE: Not Available US rmy Corps of Engineers (USA E) Dulzura Brown Field Border Patrol Station, September 2017 - Present As part of the ultimate civil engineering design, CWE is preparing Caltrans format improvement plans for the widening of Highway 94. The highway widening is needed to accommodate accel e ratio n/dece I eration lanes into the enLrance0I Me OLaUon. I asks include: developing road i prove enL plans, traffic control plans, signing and striping plans, sewer design plans, and storm drain PS&Es for approval from Caltrans. The ultimate design includes designing improvement plans for the installation of the water well pump, mechanical piping, water treatment (filtration, disinfection), and electrical power/controls for the pumps; designing tank piping and valves; developing a site Stormwater Pollution Prevention Plan (SWPPP); preparing onsite sanitary sewer plans for the collection of wastewater from each of the facility buildings; preparing plans for the treatment and disposal of wastewater flows; drilling a pilot test water well and checking pumping capacity (yield tests) of the groundwater aquifer. CWE tested water quality to assure potable water met or exceeded San Diego County and State of California water quality standards. REFERENCE: Karl Ahlen, Client Project Manager, karl. t. ahlen @usace. army. mil Willingness to Comply with Agreement Terms CWE takes no exceptions to the sample master service agreement. References Please refer to the "Relevant Projects" subsection on pages 8-10 above for references for relevant projects for public entities we have performed similar work for within the past five years. C P.M. WE City of Santa Ana On -Call Engineering Services (RFP No. 23-030) SCOPE OF SERVICES AND SCHEDULE CWE (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) Scope of Services Project Management The services provided for each Task Order will vary according to the needs of the City; no two tasks will be alike. However, one similarity shared by each task will be the need to perform Project Management. Through our Project Management process, we will be able to understand the needs of each Task Order. CWE implements project management through a combination of administrative steps and procedures to assure project scope and objectives are met on time and within budget. Project management elements are characterized by frequent client communication, project team coordination, decision documentation, and multi -step quality control. CWE will work with the project team to determine the best approaches to communication, working through design concerns, and providing timely responses. CWE has used this management program with great success on many project types and sizes. CWE has received numerous letters of commendation from satisfied clients attesting to the success of our project management program. Project Management Plan The first task will be to prepare a Project Management Plan to map out the purpose, scope, objectives, schedule of deliverables, and budget for each task. The Project Management Plan will be detailed and include information and coordination planning with other agencies to ensure compliance and completion of the plan, specifications, and estimate packages. The Project Management Plan will include all milestones and task breakdowns for each of the tasks and subtasks. The Project Management Plan will be submitted to the City's Project Manager for review within 15 calendar days of the issuance of the Notice to Proceed (NTP) on a given task. QA/QC Plan All work performed by the CWE team will be conducted using our thorough, proven Quality Management Process (QMP). The QMP ensures that quality work products and services are delivered to our clients on a consistent basis. The QMP is the essential foundation for the execution of any CWE project, and it consists of two parts: Quality Assurance and Quality Control. QA consists of the written procedures that drive quality. Specific procedures start with a joint City and CWE project kick-off meeting to verify everyone understands the intent, objectives, tasks, budgets, schedules, milestones, and deliverables; the kick-off meeting also identifies the individuals who are responsible for implementing each part of the work. The QA procedures also require a standardized checking process, including technical reviews. QC is the system for verifying that the quality assurance procedures are actually being implemented. Quality control activities are the actual checking and validation of the work product at every stage of its development. These critical activities include internal quality control reviews by senior experts; they also include a rigorous cross-checking process for making sure that all comments, revisions or corrections to any contract -12- CWE (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) documents are correctly completed. This same checking process will also be used to document actions taken for all comments made by City reviewers. Our QA/QC procedures will be based on CWE's QMP and the City's standards and preferences. To maintain consistency, all CWE team members will be required to comply with the QMP requirements in addition to their own established procedures. The written QMP will be project - specific and meet both City and CWE quality standards and procedures. As demonstrated in the reference projects provided with the RFP, CWE will incorporate the City's quality control procedures into the QMP including development of QA/QC checklists, discipline and interdisciplinary checks, and calculation checks. Incorporating City procedures into CWE's quality procedures results in a high -quality project that the City's Project Manager can easily review for compliance. The QMP will establish the necessary processes to accomplish the following: The project is undertaken in accordance with good engineering practices that address all requirements; The documents, maps, models, reports, calculations, and other deliverables submitted to the City are independently checked and back -checked; A Document Control System is developed and maintained; and Coordination is closely monitored. Kickoff Meeting The kickoff portion of the meeting is used to introduce City staff and consultant team members, and to "redefine" the project to ensure that everyone has the same understanding of what is to be achieved. During the meeting, those in attendance have the opportunity to introduce themselves, state their role in the project, identify their most important goal(s) on the project, and identify critical concerns or potential pitfalls. This meeting provides the project design team an opportunity to establish rapport between the team members and a unified approach to the project. We have found this process to be an effective method to ensure the consultant team members are in tune with the client's real needs and objectives, and to allow everyone to recognize the critical decisions and hurdles that will have to be addressed during the project. Project Scheduling The Project Manager for each Task Order will develop and use comprehensive project schedules to regularly monitor progress and upcoming work items. This has proven successful in keeping track of forthcoming critical issues and decisions. The Project Manager will keep the City apprised of planned work, project progress, and deliverables. The Project Manager will notify the City of any critical issues and changes in the anticipated project progress and delivery of key programs. Progress Meetings Progress meetings will be held at intervals deemed appropriate by the City to bring the City up to date on how the individual tasks are progressing as well as to discuss project concerns and the schedule. Agendas and meeting summaries will be provided for the meetings scheduled -13- CWE (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) under the project management task. Progress reports will be submitted monthly in electronic format indicating achievements and project schedule progress. General Scope of Services CWE's approach for completing project assignments will use City and appropriate local design criteria and standards as a basis. Our work effort may vary from preparing studies or quantity/cost estimates to preparing construction bid documents. We have outlined our approach to completing a street improvements design project below based on construction documents; however, studies would be similar for the first steps of this process. Our team has successfully used this approach on projects involving public infrastructure facilities for all our clients. CWE's approach is straightforward and has been tried and tested on many past projects. 1. Initial (Kickoff) Meeting - Intended to discuss the project issues and goals of the project/task order 2. Preliminary Investigation a. Utilities — research existing records of utility companies and agencies and coordinate the proposed improvements with existing field conditions. b. Environmental — conduct an environmental assessment for each project to evaluate compliance with CEQA and/or the National Environmental Protection Act (NEPA), if necessary. c. Survey — provide field survey and topographic work to complete the design effort. 3. Conceptual Design — 30% conceptual design drawings and preliminary estimate (preliminary design report if needed). a. Identify any right-of-way needs. b. Identify any utility relocations. c. Identify any environmental concerns d. Identify any budget concerns 4. Plans, Specifications, & Estimate — Prepare construction documents at the 30%, 60%, and Final design level. Upon approval, all original plan sheets, the title sheet of the specifications, calculations, and reports will be signed and stamped by a California licensed professional engineer in responsible charge of the work. a. Plans will be plotted on bond or vellum paper if requested, though we understand the City may opt to receive only PDF versions of the plans for reviewing purposes. Plans will be completed per the City of Santa Ana CADD Standards and any special provisions thereof. b. Specifications will be prepared in Microsoft Word, and an electronic copy of the final version will be furnished to the City. It is understood that the City will provide the specification boilerplate to CWE. 5. Bid Assistance — Assist the City with bidder inquiries, Requests for Information (RFI), assist with any bid addendums, and assist with bid tabulation. 6. Construction Assistance — Assist with responding to RFIs, review of submittals, assist with field issues, and prepare as -built drawings, if included in the project scope. P". N. -14- CWE (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) Throughout the design process, we will monitor project progress, maintain project files, and control the quality of the work performed either by us or our sub -consultants. We have consistently produced a professional -level quality of work product, and we will continue to do so for the City. This is our approach for a standard Design -Bid -Build project that we feel would be typical of the type of projects undertaken by this contract. We have also worked on Design -Build projects and Progressive Design -Build projects. These two approaches could be considered for projects and CWE could assist the City with the project management aspect of these approaches. Areas of Service Civil Design CWE, along with our teaming partners, can provide almost any type of civil design service for the City. Typical approaches for specific areas of service including water, sewer, storm drain, street, sidewalk, bike path, and sustainable infrastructure design are included in the subsections below. Water and Sewer Infrastructure Design and Rehabilitation Water and sewer design and rehabilitation projects will include all connections and appurtenances (restraints, stub outs, fire hydrants, air relief valves, isolation valves, services, etc.) as required to make the connection at the selected points. Designs may include both open -cut and horizontal directional drilling for service laterals on side streets. Construction drawings will indicate existing easement areas, check valves, shut-off valves, directional drilling launch pit locations, air release valves, vaults, and stub out for future use as directed by the City. Directional drilling will be for private service connections and should only require permission from the resident to finalize the household connection. We have assumed all coordination with the residents will be performed by City staff. Water and sewer design and rehabilitation may also include evaluations, studies, and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations. These studies may take the form of a water and sanitary sewer system master plan, or other similar planning document. A Water and Sanitary Sewer System Master Plan provides the City with a tool for planning water and sanitary sewer collection system infrastructure improvements. The primary purpose of the Master Plans is to evaluate the capacity of the City's existing infrastructure under current conditions and plan for the capacity required by future conditions associated with anticipated development projects. To analyze the impacts of existing and future water and sewer flows, a numerical hydraulic model needs to be developed. To fully assess existing conditions and plan for the future capacity needs of the system, future flow estimates should incorporate the changes in demand and flows that would be generated by anticipated development and the additional water that enters the sewer system from storm -related events, and losses from the aging water infrastructure. This would require hydraulic modeling of the water distribution and sewer collection systems, which CWE has the capability and experience to perform. -15- cw;r (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) Storm Drain Improvements If tasked to perform storm drain improvements, we will first determine the scope of the storm drain improvement project. This will involve identifying the areas of the storm drain system that need to be upgraded, replaced, or expanded. We will then develop design alternatives that meet the project goals and address the identified issues. This may involve evaluating different pipe sizes, materials, and configurations, as well as the location and design of inlets and other stormwater management features. Once a preferred design alternative has been selected, we will prepare detailed construction plans and specifications. This will involve creating detailed drawings that show the location and dimensions of the proposed storm drain system, as well as any required appurtenances such as manholes and catch basins. Specifications will also need to be developed that outline the materials and construction methods to be used. This service area may also include hydraulic modeling of stormwater collection systems. The task would involve performing analyses and calculations to determine drainage area size/characteristics, anticipated flow rates/volumes, impacts to existing drainage systems, and project sizing using a variety of approved/preferred models/software. Sidewalks and Bike Paths CWE has developed plans for sidewalks and bike paths throughout southern California. Our plans will incorporate specific features that promote safety, accessibility, and ease of use. This may include features such as crosswalks, pedestrian signals, bike lanes, and curb ramps, where necessary, that conform with accessibility requirements from the ADA. Pavement Management, Street Improvement, and Repair CWE's award winning civil design work includes street improvement and pavement replacement projects. This task will include curb and gutter replacement, slurry seal, repair and overlay of asphalt concrete streets, repair and replacement of Portland cement concrete streets. Signing and Striping Signing and striping plan sheets typically include information such as the location of signs and pavement markings, dimensions and placement of each sign and marking, and any special notes or details about the design. Additionally, they may include information about the materials to be used, the construction schedule, and any necessary traffic control measures during construction. Special Engineering Studies, Reports, and Investigations We have produced many special engineering studies and reports over the years, encompassing the vast array of civil engineering design work. These include flow monitoring studies, water quality analyses, traffic studies, water quality management plan effectiveness studies, irrigation and landscaping condition analyses, erosion control analysis, sewershed needs assessments, and many, many more. Sustainable Infrastructure Services Sustainable infrastructure design services refer to the planning, design, and construction of infrastructure systems that promote sustainability and resilience while minimizing negative -16- CWE (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) impacts on the environment and society. With our deep knowledge and experience with green infrastructure design in southern California, our aim is to create long-lasting, cost-effective infrastructure systems that benefit present and future generations. We have experience designing bioretention facilities and vegetated swales for the City in public spaces including parks and street parkways. We celebrate the fact that the City of Santa Ana is a leader in Orange County in terms of implementation of green infrastructure design, and we are always happy to assist the City with these elements. Transportation and Traffic Engineering Neighborhood Traffic Studies Neighborhood traffic studies start with the collection of traffic data through various methods such as traffic counting and speed studies. Traffic counting can be done using traffic counters or manual observation, while speed studies can be conducted using speed radar guns or speed cameras. Once the data is collected, we will analyze the collected data to identify traffic patterns, peak hours, and locations with high volumes of traffic or speeding. This can help to identify potential safety hazards and areas in need of traffic calming measures. Traffic Signal Modifications Common traffic related problems experienced by many cities include traffic accidents, congestion, pedestrian and bicycle accidents, and other delays at intersections and roadways. The City may need to upgrade both the east -west and north -south oriented major roads for, not only signal timings, but also the signal system to manage the forecasted increase in traffic and provide for safety of all users. Upgrading of signal system using ITS tools, signal communications and applying basic transportation/urban plan n i ng/traffic engineering elements for improving the street safety both for the vehicle and pedestrians to achieve the multi -modal goals of the City. Structural Analysis CWE has produced structural analysis and calculations for bridges, culverts, and retaining walls. Our approach may include performance of structural load ratings on primary members of bridges, as well as analysis of retaining walls and culvert structures. The load rating will factor in the results of our on -site bridge condition inspection and measurements. Our team is also capable of checking for seismic code compliance for existing structures including site specific seismic Response Spectra Analysis following the latest Caltrans Seismic Design Criteria (SDC) manual. Geotechnical Analysis During preliminary engineering, geotechnical engineering services support will be completed. As part of the geotechnical engineering; subsurface exploration and testing, foundation and slope stability, liquefaction potential, infiltration rates, and over -excavation and re -compaction recommendations are just a few of the tasks our team can provide for a project as -needed. A typical geotechnical engineering tasks will include (1) Project Planning, (2) Site Characterization, and (3) Geotechnical Engineering. General tasks include (1) Project Initiation and Coordination, (2) Field Work, (3) Laboratory Testing, (4) Engineering Analysis/Report Preparation, and (5) QA/QC. -17- cwr (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) Land Surveying Survey and base mapping of the project site will be prepared in US Customary English units by a California licensed Land Surveyor in accordance with City guidelines. Drawings will be submitted to the City in Microstation V8i CADD format. The horizontal datum will be North American Datum of 1983 (NAD 83) and the vertical datum will be North American Vertical Datum of 1988 (NAVD 88). All survey field notes will be on forms provided by the City, will be neatly completed in pencil, and will become the property of the City upon completion of the project. Informal field investigations including marking of removal areas may be required for some of the sidewalk, curb and gutter, and pavement replacement projects. Design Phase Surveying CWE has prepared survey mapping for topographic and boundary surveys. Our team can provide aerial, ground, or lidar topographic survey formats depending upon the project needs. Our boundary and right-of-way survey can provide easements, corner records, centerline ties, record of survey or any other boundary records needed. Our approach for survey starts with defining the survey needs (topography, boundary, culture (trees, poles, furniture, etc.) cross sections, encroachments, easements, or other needs. We will also determine if this can be a paper survey, such as collecting information and preparing a legal and plat for an easement, or if this will require field survey. The next item of work is research, determining horizontal and vertical datums, researching record maps for boundaries or right-of-way, collecting benchmark and monument information, collecting centerline ties, and other project reference information, such as as -built street or utility plans. Office calculations may be performed at this time to determine which benchmarks to utilize, where to set aerial targets for aerial survey, or monuments to check for control. When the research is completed, field crews will go to the project site to set targets, perform topographical survey, and/or perform boundary survey. Once the field crews have finished the field survey, the information goes back to the office to prepare the topographic survey, boundary survey, or other documentation as needed for the project. The final product (topographic map, record of survey, legal and plat, centerline ties, etc.) will be delivered to the City along with any electronic files or closure calculations. Construction Staking Our construction staking crew will review the construction plans and specifications and determine the location of proposed features such as pavement edges, curbs, and drainage structures. We will then use survey instruments to mark the proposed locations on the ground, ensuring that they are accurately positioned and properly aligned. The crew will place stakes or other markers to indicate the exact location and elevation of each feature to be constructed. Mapping Services Mapping services include legal description preparations and right-of-way studies. Our team can assist the City in their efforts to acquire property rights necessary to construct projects. We will prepare exhibits, including right of entry and right-of-way maps showing parcel boundaries and land acquisition boundaries. The exhibits will include measurement of permanent and temporary land acquisition area. -18- CWE (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) Landscape Architecture and Site Design Landscape and Irrigation Plans Landscaping and irrigation plans will be prepared by our team, if necessary. Landscaping and irrigation plans include plant palettes, tree species, hardscape, locations of irrigation control valves, identification of water sources, and other important features of park and parkway design. Park Design We understand the importance of parks to the City, and we have worked on several projects involving Public Works' park planning staff, including Santa Anita Park, Santa Ana Zoo, King Street Pocket Park, and several others. Our team is capable of producing designs for entire city and regional parks, as we have done for San Fernando Regional Park, John Anson Ford Park in Bell Gardens, and East Side Regional Park in Visalia. Site Design Our site design approach includes the following architectural, electrical and mechanical elements. The process also includes the design of instrumentation and control systems, and systems for fire protection. Environmental and Planning Support The CWE Team is adept at preparing CEQA/NEPA documents for water, sewer, and flood control infrastructure projects throughout Southern California, and have the in-house technical expertise to prepare a successful environmental document for most any infrastructure project. The report includes the field investigations, technical studies, and environmental documents to move the project into final design. The engineering studies conducted at this phase typically include: traffic engineering and modeling, preliminary structural, roadway geometric, stormwater, preliminary geotechnical, utilities and right-of-way. Tasks will include regulatory compliance with federal, state, and local agencies. Grant Writing Services Once a grant opportunity is identified and the City has approved us to move forward in pursuing the funding opportunity, CWE will review the application requirements and prepare a list of items needed (plans, concept reports, cost opinions, etc.) from the City project participants to complete the application package. The following steps are anticipated once a project and grant program have been agreed upon with the City. CWE reviews application/program guidelines, attends overview webinar or seminars when applicable, and requests needed information from the City Prepare grant development schedule (identifying deliverable dates, review timelines, and grant deadlines) Kick-off conference call with City to discuss data needs and City perspective on the project Coordinate with stakeholders to collect pertinent information and/or letters in support of the project P". M. _19- CWE (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) First draft application sent to City project participants (anticipate it will include narratives, graphics, maps/figures, costs, and implementation schedule) City sends consolidated list of comments on first draft application Conference call to discuss comments, next steps, and additional data needs Second draft application sent to City project participants (if time permits, as funding deadlines are sometimes quick) City sends consolidated list of comments on second draft application Second draft conference call (if needed) Prepare final application and perform quality assurance and control check to ensure the grant application include all required components. Submit application package to City and grant agency electronically or by hard copies. When submitting with hard copies, the application will be finalized at least three days prior to the deadline, to accommodate printing and mailing time. Respond to grant agency follow-up requests Financial and Economic Consulting Engineering Financial and economic consulting engineering will include financial and cash flow analysis for public works programs. Tasks will also include assessment and district formation services. Our team has experience performing this work on behalf of public works clients. Construction Management Support These services will involve the work necessary to assist the City in the analysis of the awarded contractor's bid; develop a project -specific control management plan; review the project plan and coordinate with stakeholders, facility users and contractors; coordinate with general contractor or design -build contractor for the procurement of long -lead items and inspection plan for the fabricated items. Our involvement in the review of the schedule and construction phasing and staging plans can improve coordination between projects and minimize overall construction durations. This includes a review of specific construction performance requirements for lane and ramp closures and for coordination with adjacent projects. In addition to review of the existing plans, specifications, and schedule for the construction, CWE looks for value engineering opportunities. Design adjustments, material uses, construction method alternatives, and staging/phasing variations are just a few facets that CWE explores when looking to deliver a value engineered project. Inherent to this outlook is scrutinizing the project schedule and performing independent cost estimates and reviews. We also take control of the document control process to ensure all Non -Conformance Reports (NCRs), RFls, schedule updates, progress payments, and all other relevant action items are dealt with efficiently and correctly. Looking for cost savings is not mutually exclusive from smooth delivery nor claims mitigation. -20- cwr (D City of Santa Ana On -Call Engineering Services (RFP No. 23-030) The goal of CWE pre -construction services will be to establish smooth and successful construction management services processes and communication channels. This includes commitment of the key personnel who have previously worked together in successful delivery of such services. The CWE Team brings a wealth of construction management experience and expertise. CWE Team senior staff includes Resident Engineers and Office Engineers, and is well versed in the challenges of construction of public works projects, such as safety, outreach, traffic control, utilities, site constraints, materials testing and inspection. In performing the construction management and inspection services, CWE will be an integral part of the City's project team, sharing your mission, goals, and commitment of successful project completion. The systems and procedures CWE will employ in providing the construction management services have been successfully used in the completion of projects similar in nature to those planned by the City. CWE Resident and Office Engineers will review the Contractors' schedule, traffic control plan, safety plan, and SWPPP, and manage the entire process through the use of a Program Controls/Electronic tracking system (PCS). Our review takes into account their safety, access, and viability for each construction phase. CWE' Resident and Office Engineers are familiar with Federal Highway Administration (FHWA) requirements, and have implemented them on CWE construction management projects. For those City projects that are federally funded, we will set up the project documentation consistent with the federal requirements prior to the project start, and then implement and adhere to them during construction. The PCS will also help manage contract/construction documents, agency coordination, Critical Path Method (CPM) schedule variations, monthly updates, daily inspections, submittals, RFIs/NCRs/change orders, and progress payments. Construction Inspection CWE can provide a full-time inspector throughout the construction phases of the project. CWE will develop a quality control plan at the beginning of the project, in which all the forms related to Quality Control will be identified and procedures for completing the forms will be included. Tasks may include daily inspection logs and photos; daily safety and manpower monitoring; reviewing materials submittals; coordination of inspections; material testing and coordination; as -built maintenance, punch lists and closeouts. CWE will coordinate and negotiate with all third -party stakeholders, including but not limited to, utility owners and private property owners, in addition to contractor personnel and specialty subconsultants. CWE's inspection and resident engineering services include complete management and coordination of the site, project, and schedule. Any and all project related matters will be handled by CWE inspection and resident engineer personnel efficiently and expeditiously. Document control, document management, and daily/weekly reporting to the City will ensure that all decisions are handled according to the proper chain of command and oversight. Our construction management personnel have tried and tested stop -work authority and will keep the City apprised as to what is going on (and why) regularly. -21 - CWE City of Santa Ana On -Call Engineering Services (RFP No. 23-030) Schedule The project schedule will vary by project based on a number of factors such as budget, external deadlines, and general project complexity. The table below gives a range of times for each general scope item listed above. Item No Scope Item Schedule Item 1 Kickoff Meeting 1 day Item 2 Preliminary Investigation (utilities research, environmental compliance evaluation, field survey, etc.) 1 to 4 weeks 30% Conceptual Design 2 to 10 weeks Item 3 City Review 2 weeks Total, Item 3 1 to 3 months Response to comments and 60% Design PS&Es 2 to 8 weeks City Review 2 weeks Response to comments and 100% Design PS&Es 2 to 8 weeks Item 4 City Review 2 weeks Response to comments and finalization of PS&Es 1 to 2 weeks Total, Item 4 2 to 6 months Item 5 Bid assistance 1 to 4 months Item 6 Construction assistance 2 to 24 months Total, all Items 6 to 38 months -22- CWE City of Santa Ana On -Call Engineering Services (RFP No. 23-030) CERTIFICATIONS CWE Appendix ATTACHMENT 34: NON -COLLUSION AFFIDAVIT CERTIFICATIONS NON-COLLUSIONAFFIDAVrr (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporatioir, that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, 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 bid are true; and, further, that the BIDDER has not, directly or indilectly, submitted his or her bid 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 bid. Note: The above Non -collusion Affidavit is part of the Proposal. Signing this Proposal on the signature portion thereof shall also constitute signature of this Non -collusion Affidavit. BIDDERS are cautioned that making a false certification may subject the certifier to criminal prosecution. Signed State of California County of Orange Subscribed and sworn to (or affirmed) before me on this 1 3th day of jLarch , 2023 by Vik Bapna proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. Notary Puic Si gn�i�e__ Notary Public Seal xt- a or rg A'M" apr1a COMM 2327185 ORANGE County California Notary PubJ2 COM E p City of Santa Ana RFP Page A3-1 I Appendix ATTACHMENT 3-2: NON -LOBBYING CERTIFICATION CERTIFICATIONS 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. If any funds other than federal appropriated fimds have been paid or will be paid to any person for influencing or attempting to influence any 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, loan or cooperative agreement, the undersigned shall complete and subrnit a "Disclosure of Lobbying Activities". 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 13 52, Title 3 1, U. S. Code, Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such sub recipients shall certify and disclose accordingly �-J' Firm CWE Signed and Printed Name: Vik Bapna Title Principal Date March 13, 2023 City of Santa Ana RFP Page A3-2 Appendix ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION CE RTIFICATIONS The undersigned consultant or corporate officer, during the perfoirriance of this contract, certifies as follows: 1. The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that. applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3, The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will pen -nit 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. 6. 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 stich 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. 7. 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 City of Santa Ana RFP Page AM by rules, regulations, 017 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 or purchase order as the administering agencyrnay 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 sub -consultant 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, man'tal 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: Vik Bapna Title: Principal Film: CWE Date: March 13, 2023 City of Santa Ana RFP Page A3-4 EXHIBIT C COMPENSATION Consultant's Fee Proposal including hourly rates if applicable G W= Rate Sheet E ng i neer/ Scientist Rate/Hour Principal $309 Senior Project Manager $296 Project Manager $265 Technical Manager $239 Task Leader $215 Principal Engineer $201 Senior Engineer $184 Project Engineer $172 Staff Engineer $152 Assistant Engineer $115 Senior Environmental Scientist $183 Environmental Scientist $140 Environmental Analyst $103 Construction Services Construction Manager $206 Senior Construction Inspector $152 Construction Inspector $143 Field Survey Licensed Surveyor $197 3-Person Survey Crew $376 2-Person Survey Crew $307 Suolloort Services Landscape Architect $196 GIS Specialist $141 Senior Engineering Technician $113 Engineering Technician $99 CADD Designer $94 Project Coordinator $131 Graphic Designer $130 Administrative Assistant $124 General Direct Expenses Cost + 10% Subcontract Services Cost + 0% Specialized Computer Applications (per hour) $15 Mileage Current IRS Rate Field Vehicle — Hourly $12/hour Field Vehicle — Daily $80/day Field Vehicle — Monthly $1,500/month B&W Photocopies (per page) $0.10 Color Photocopies (per page) $0.50 Rates will be adjusted annually based on the US Department of Labor, Bureau of Labor Statistics, Consumer Price Index for All Urban Consumers, but in no event shall exceed 3%. Rates for field equipment, health and safety equipment, and graphical supplies presented upon request. Based on CWE maintaining General Liability Insurance for bodily injury and property damage with an aggregate limit of $2,000,000 per occurrence. In the event the client desires additional coverage, CWE will, upon the client's written request, obtain additional insurance and adjust the above billing rates accordingly. EXHIBIT 9 CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND WILLDAN ENGINEERING FOR ON -CALL ENGINEERING SERVICES THIS AGREEMENT is made and entered into on this 16th day of May, 2023 by and between Willdan Engineering ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On February 21, 2023 the City issued a Request for Proposal No. 23-030, by which it desired to retain a Consultant having special skill and knowledge in the field of - Professional Engineering Services on an on -call basis for the City's Public Works Agency. B. Consultant submitted a responsive proposal that was among those selected by the city. Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-030. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-030, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in "Scope of Services - Exhibit A", attached hereto and incorporated by reference, and as further described in Consultant's Proposal, attached hereto an incorporated herein by this reference as "Consultant's Proposal - Exhibit B". 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant's Fee Proposal, which is attached hereto and fully incorporated herein by this reference as "Compensation - Exhibit C". Consultant is one of fifteen (15) separate consultants selected to provide services on an on -call basis under RFP 23-030. The total compensation for services provided by all consultants selected under RFP 23-030 shall not exceed the shared aggregate amount of $5,000,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. Page 1 of 10 b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. Notwithstanding any contrary terms contained within Consultant's Fee Proposal, Consultant's fees shall not exceed 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws, if applicable. 3. TERM This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to a one, two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. Page 2 of 10 6. INSURANCE Consultant 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 Consultant, its agents, representatives, employees or subcontractors. a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section. b. Insurance coverage shall be at least as broad as: (i) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit 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. (ii) Automobile Liability: Insurance Services Office Form Number CA 000 1 covering, Code I (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage. (iii) Workers' Compensation insurance 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. (iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. (v) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. c. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions: Page 3 of 10 (1) Additional Insured 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 Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary 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 Consultant's insurance and shall not contribute with it. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. 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. (v) Self -Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. 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. (vi) Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than ANII, unless otherwise acceptable to the City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims -made basis: The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. Page 4 of 10 Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. 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 Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work. (viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix) Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors. (x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims Page 5 of 10 that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. Page 6 of 10 12. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assigm-nent, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. Page 7 of 10 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Jennifer L. Hall Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 Page 8 of 10 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 Fax: To Consultant: Tyrone Peter Project Manager Willdan Engineering 2401 East Katella Avenue, Suite 300 Anaheim, CA 92806-5909 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signatures on following page] Page 9 of 10 SIGNATURE PAGE FOR CONSULTANT AGREEMENT BETWEEN CITY OF SANTA ANA AND WILLDAN ENGINEERING FOR ON -CALL ENGINEERING SERVICES IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above wrilften, ATTEST: JENNIFER L. HALL City Clerk APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By: JONA'THAN T. MARTNEZ Assistant City Attorney RECOMMENDED FOR APPROVAL: NABIL SABA Executive Director Public Works Agency CITY OF SANTA ANA KRISTINE RIDGE City Manager CONSULTANT: VANESSA MIJNOZ President I Page 10 of 10 EXHIBIT A SCOPE OF SERVICES Appendix ATTACHMENT I SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR ON -CALL ENGINEERING SERVICES RFP NO. 23-030 INTRODUCTION/BACKGROUND The City of Santa Ana intends to retain Civil Engineering Consultants on an as -needed or "on -call" basis. A Professional Services Agreement will be entered into with several of the qualified firms Civil Engineering consultant(s) to provide professional services for a variety of projects on an on -call basis. On an on -call, as -needed basis, the selected firm(s) may later be asked to provide professional engineering services proposals on specific, proj ect-by-proj ect basis, based on an agreed -upon specific scope of services and fees. In general, work consists of general engineering design projects. Funding sources for each project may vary for each project/task order assignment shall comply with the funding agency's requirements. The projects may include water and sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, traffic signal modifications; landscaping and irrigation systems; park and recreational design, grant application writing, and other related projects as required. On occasion, environmental and planning support services may also be requested. The City may need consultant services for mapping and legal description preparation, construction management, staking and inspection. Occasionally the City may also need gootechnical, electrical, mechanical, structural, and other specific infrastructure related services. The consultant shall be able to assist the City through this contract to provide the necessary services. The consultant shall utilize in-house staff and/or sub -consultants to complete the assignments to meet the City standards. For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. Prime consultant mark-ups for sub -consultant work will not be allowed, All proposals, plans, drawings, specifications, estimates, grant applications, and/or studies will be subject to the final approval and satisfaction of the City of Santa Ana. City of Santa Ana RFP 23-030 Page Al-1 Scope of Services The work consists of general engineering design and cost estimating for civil works projects, City facilities, Parks and other related projects as required, The work in general, consists of work in the following areas and not limited to: Civil- Design Transportation/Traffic Structural Geotechnical Land Surveying Architectural Landscape Architectural and Irrigation Environmental Electrical Mechanical Instrumentation and Control Systems Fire Protection Land Surveying Financial and Economic Consulting Engineering In addition to general engineering design projects Consultants may be asked to perform the following tasks: Hydraulic modeling of the water distribution, storm water, and sewer collection systems Evaluations, studies and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations, Electrical and industrial control systems evaluations, studies, drawings, documentation and recommendations Mapping Services Legal Description Preparations Grant Writing- Services Environmental/Planning Support Construction Management Support Pavement Management Special Engineering Studies/Reports/Compliance and Investigations Regulatory Compliance with Federal and State and Local Agencies Financial/cash flow analysis- public works programs Assessment and District Formation Services Sustainable Infrastructure Services Right of Way Studies If there are any exceptions to the core of requested services, proposers shall list said exceptions in their proposal (matrix form). City of Santa Ana RFP 23-030 Page A1-2 For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. The selected consultants must have the expertise, experience, and demonstrated resources available to perform the work described in this RFP. General Requirements and Project Deliverables The Consultant's services for plans specifications and estimating (PS&E) for engineering project preparation and special studies/investigations shall include and in be in conformance with the latest editions of the following: Title 24 of the California Code of Regulations (California Building Standards Code). American Water Works Association, California Department of Transportation, the Americans with Disabilities Act, the City of Santa Ana Municipal Code (SAMC), professional Standards established by the City, and or federal, state and local guidelines established in the project. As part of the preparation of the PS&E, the consultant shall prepare the special provisions pertaining to the items of work included in the plans that are not addressed on the latest editions of the applicable standards. The Consultant shall have complete responsibility for the accuracy and completeness of all documents and plans prepared. The plans will be reviewed by the City of Santa Ana for conformity with the requirements of the Agreement. Reviews by the City of Santa Ana do NOT include detailed review or checking of design or the accuracy with which such designs are depicted in the documents and the plans. The documents and plans furnished under the Agreement shall be of a quality acceptable to the City of Santa Ana. The criteria for acceptance shall be a product of neat appearance, well organized, technically and grammatically correct, checked, and dated and having the maker and checker identified. The Consultant shall have project management control procedures in effect during the entire time work is being performed under the Agreement. This task shall include the following: Project Management Plan — the consultant shall provide a detailed management plan including information and coordination with other agencies to ensure compliance and completion of the (PS&E) packages. This plan shall include all milestones and task breakdown for each of the tasks and subtasks included therein. The project management shall be submitted to the Project Manager for review and within 15 calendar days of the issued Notice to Proceed Deliverables Quality Control/Quality Assurance (QA/QC) Plan Project Schedule/invoicing Project Correspondence In case of conflict, ambiguities, discrepancies, errors, or omissions, the consultant shall submit the matter to the City for clarification. City of Santa Ana RFP 23-030 Page A1-3 The Consultant shall perform engineering design services resulting in contract documents (plans, specifications and cost estimates "PS&E") for various projects on an as -needed basis. However, work tasks may include studies or a variety of engineering tasks. If requested by the City, the Consultant shall provide a Work Plan which includes a detailed schedule of the assigned project prior to the issuance of Notice to Proceed and/or Task Order. Specific Task Orders with Notices to Proceed ("NTPs") will be provided for project(s) at the discretion of the City. Work required per Task Order shall comply with the Scope of Services and additional provisions in each Task Order and this agreement. The following services/items shall include, but are not be limited to: 1. Research existing records of utility companies and agencies and coordinate the proposed improvements with existing field conditions, 2. Conduct an environmental assessment for each project and prepare all documentation required to comply with California Environmental Quality Act (CEQA), and or National Environmental Protection Act (N-EPA). (If required) 3. Provide all field survey and topographic work necessary to complete the design effort. Design level survey and base mapping of the project site shall be prepared in US Customary English units by a California licensed Land Surveyor in accordance with the City guidelines and in Microstation V8i Computer Aided Design and Drafting (CADD) format. The horizontal datum shall be NAD 83 and the vertical datum shall be NAVD 88. All survey field notes shall be on forms provided by the City, shall be neatly completed in pencil, and shall become property of the City upon completion of the project. Informal field investigations including marking of removal areas may be required for some of the sidewalk, curb and gutter, and pavement replacement projects. 4. Complete the design of projects including plans, specifications, and engineer's construction cost estimate. The Consultant shall contact manufacturers and/or contractors to verify the engineer's estimate prior to submitting to the City. Specifications shall be prepared in Microsoft Word and an electronic copy of the final version shall be furnished to the City. The City will provide the specification boiler plate to the Consultant. 5. If requested, all preliminary and bid sets of plans shall be plotted on bond or velum paper using Microstation V8i CADD software program. All drawings shall be completed per the City of Santa Ana CADD Standards and any special provisions thereof. For interim submittals, the City may opt to receive only PDF versions of the plans for reviewing purposes. If so, the Consultant team will provide plans and/or specifications accordingly. 6. All original plan sheets, the title sheet of the specifications, calculations, and reports shall be signed and stamped by the Consultant's licensed professional engineer responsible/in-charge of the project. City of Santa Ana RFP 23-030 Page Al -4 7. If a part of the on -call project scope, the Consultant shall provide support services during the bidding and construction phases of the project, including, but not limited to: a. Respond to bidder inquiries during the bidding process, including preparation of any addenda. Following award of the construction contract, the Consultant shall attend the pre -construction meeting. b. Review and approve all submittals and shop plan drawings required supporting the construction contract. The Consultant shall complete shop drawings reviews within two (2) weeks of receipt. Contract Change Order reviews shall be completed within two (2) working days of receipt. c. Respond to written Requests for Information (RFI) to provide clarification or resolve discrepancies in the contract documents. Responses shall be completed within three (3) working days. d. Provide periodic field reviews and bring to the attention of the City of Santa Ana any defects or deficiencies in the work by the construction contractor which the Consultant may observe. The Consultant shall have no authority to issue instruction on behalf of the City of Santa Ana, or to deputize another to do so. 8. If included in the on -call project scope, upon completion of construction, the Consultant shall prepare as -built plans and submit them to the City. The Consultant shall incorporate all changes to the plans electronically with all necessary revision notations. Once plans have been updated, a signed set of as -built plans shall be submitted to the City with an electronic copy (in Microstation V8i CADD and pdf formats) of the final as -built drawings via CD ore - mail. 9. The Consultant shall monitor the project progress, maintain project files, and control the quality of the work performed by in-house staff and/or sub -consultants. Incomplete (not meeting targeted completion) or poor quality work will not be accepted. The Consultant shall ' revise the documents within a revised schedule set by the City, which may require overtime. No additional compensation necessary for the consultant to complete this work to the satisfaction of the City shall be approved by the City for the required revisions. It is the responsibility of the Consultant to produce a professional -level quality of work product. 10, If included in the on -call project scope, attend meetings with the City staff as required 11. If included in the on -call project scope, the Consultant shall coordinate plan check, design topics, permits and any other issues with the City, other Agencies, and all utility companies as required. At the direction of the City, the Consultant shall be the liaison with affected agencies. 12. If included in the on -call project scope, the Consultant shall be responsible for reviewing and approving addenda and clarifications to plans and specifications. All information regarding the plans and specifications and or documentation related to the project and approved by the City, will then become property of the City. City of Santa Ana RFP 23-030 Page A1-5 A more detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. All tasks orders shall include the staff title, hours, hourly rate and totals as related to the project. Construction Plans, Standard Specifications and Estimate (PS&E) Preliminary Design - Attend project scope meeting with City Staff to review project details. Consultant shall field review, inspect and conduct all necessary surveys to prepare a Preliminary Design Report (PDR) or alternatives, preliminary cost estimate and preferred alternative as requested by the project manager. A (PS&E) package shall be submitted to review at 30% design for independent City review A (PS&E) package shall be submitted to review at 60% design for independent City review A (PS&E) package shall be submitted to review at for FINAL independent design review. The City will review and comment on the PS&E packages with a turnaround goal of (2) weeks. One (1) copy of the documents with comments will be returned to the consultant. Unless, several agencies are involved in the review process multiple documents with comments will be provided to the consultant. After the final design comments have been incorporated the consultant shall provide the City with final (PS&E) package ready forbid. See Section - General Requirements and Project Deliverables Section. Proiect Schedule and Progress: Progress review meetings shall be held at intervals deemed appropriate by the City. The Consultant shall furnish two copies of all completed work or partially completed update/status since the last progress review meeting. Progress reports shall be submitted monthly in electronic format indicating achievements and project schedule progress. Ci1y Responsibilities: The City will provide information 'in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein. a Furnish scope of work and provide general direction as needed for the assigned project a All plan check coordination within the City a Advertise, award, and administer of construction contract 0 Electronic files (sample plans & specifications, City of Santa Ana's CADD Standards) 0 Electronic files for title sheets and sheet borders a Facilitate meeting space and coordination and City facilities City of Santa Ana RFP 23-030 Page A1-6 Fee Pronosal: In addition to Section W.B.3 (Submittal Requirements: Fee Proposal) fee schedule shall be structured as follows: The fee proposal shall include the firm's standard hourly fee schedule, and/or project fee schedule where applicable and as outlined in this this documents. A list of all positions and hourly rates required to perform the services described herein shall remain valid for one (1) full calendar year following contract execution. Subsequent rates shall be renegotiated between the firm and the City. Amore detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. Other Ternis and Conditions: 1. The project will be implemented in compliance with the City of Santa Ana's policies, as well as Prevailing Wages and State/Federal Requirements. 2. The City regards the inclusion of California based designs, engineering, and construction professionals, facilities, and services as part of the Team to be highly desirable, but not mandatory. 3. The City reserves the right to amend this Request for Proposal by addendum prior to the final dates of submission. 4. All reports, proposals, or other data or materials which are submitted shall become the sole property of the City of Santa Ana with the exception of the confidential Financial Capacity information and scaled fee proposals which will be returned to all proposers after award of contract to the selected Team 5. All products used or developed in the execution of any contract resulting from this request will remain in the public domain at the completion of this project. 6. The City has an affirmative action program, The purpose of the affirmative action program is to encourage certified minority business enterprises and women business enterprises. All submitting firms must have established affirmative action programs approvable by the City. During the RFP stage, all firms will need to complete a "Certification of Non -Discrimination by Contractors" for each firm on their team. City of Santa Ana RFP 23-030 Page AIJ EXHIBIT B CONSULTANT'S PROPOSAL 0 W I LLDAN i jio� 40/WILLDAN Cover Letter March 25, 203 City of Santa Ana Attn.: Sean Thomas Public Works Agency; M-36 20 Civic Center Plaza; Ross Annex Santa Ana, CA 92701 Subject: Proposal for On -Call Engineering Services, RFP No. 23-030 The City of Santa Ana is seeking civil engineering consultants to retain on as -needed or on -call basis for general engineering design. Willdan has been providing on -call civil engineering services for over 59 years and is well suited to partnering with the City to achieve a fast -track approach for their large range of improvement projects. Willdan's proposed team members are experienced working together as an integral part of municipal agency on -call improvement projects such as with the City of Lakewood, the City of Paramount, the City of Los Alamitos, the City of Brea, the City of San Juan Capistrano, and the City of South Gate. The advantages Willdan's project team brings to the City include: • Strong Project Manager. Mr. Tyrone Peter will act as Project Manager. In his 17-year career, Mr. Peter has acquired comprehensive public works experience including project management, design and construction support of roadways, traffic signals, waterlines, sewer lines and drainage systems projects. He has worked directly for public agencies providing engineering services to various cities within Orange, Los Angeles, Fresno, Riverside, San Diego, San Bernardino counties. This extensive experience working with local agencies will be invaluable in providing the perspectives needed to assist the City with the services and projects awarded. • No Learning Curve. Our technical personnel have a thorough knowledge of engineering principles and infrastructure performance requirements. This includes updating our working knowledge of applicable regulations, standards, practice manuals, design guides and criteria, City of Santa Ana Municipal Code and specifications available through Caltrans, APWA, AWWA, CWA, SDWA, CDPH, ADA, and California Title 24. • Proven Ability to Deliver Requested Services While Supporting City's Goals. The City has a firm commitment to the ideal of a quality community. This ideal underpins the City's goals and objectives and requires a very high standard of integrity at all levels. From fiscal responsibility to responding to community concerns, the expectation is for excellence. Willdan is the right firm to help the City achieve these commitments and expectations as they are directly in line with our internal goals of providing the highest level of service to our clients. Willdan has a reputation as an exceptional problem solver and client advocate whose business model centers around our clients' best interests. Willdan acknowledges receipt of Addendum No. 1, dated February 24, 2023. We look forward to working with the City to implement as -needed public work improvements. If there are any questions regarding our submittal, please contact Mr. Peter by mail at Willdan Engineering, 2401 East Katella Avenue, Suite 300, Anaheim, CA 92806; by phone at (714) 940-6300; by cell phone at (714) 393-1963; or by email at tpeter(j��willdan.com. Respectfully submitted, Wilidan Engineering Vanessa Munoz, PE, T President 910005/WW.00.40/P23-07724159 714.940.6300 1 800.424.9144 1 fax: 714.940.4920 1 2401 East Katella Avenue, Suite 300, Anaheim, California 92806-5909 1 www.willdan.com 1 City of Santa Ana Firm and Team Experience Company Profile Founded in 1964 with the specific intent of providing municipal consulting services, Willdan Engineering (Willdan), a California corporation, is a subsidiary of Willdan Group, Inc. (WGI), a publicly -traded company. Willdan has supported implementation of community visions through engineering, planning, construction management, construction inspection, building safety, and staff augmentation services. Willdan has completed various types of projects for over 60 percent of the cities and counties in California. Firm Background and Qualifications Willdan offers a full complement of consulting services that encompass civil, structural, traffic, structural, right-of-way, geotechnical, and special district engineering; municipal planning; public works inspection; construction management; and building safety. Willdan has a broad understanding of public agency needs and issues. Additionally, many provide the added value of having served in public agency management positions prior to joining Willdan. With this depth of experience, expertise, knowledge, and resources, Willdan offers comprehensive solutions that are timely, cost effective, and tailored to meet individual community needs. Firm Core Competencies Willdan's expertise in the core disciplines necessary to provide on -call services to the City of Santa Ana is presented herein. Survey and Right -of -Way Engineering Willdan provides a wide range of surveying, mapping, and right-of-way engineering services for major transportation improvements, street widenings, sewer and water improvements, urban redevelopment, final and parcel maps, and legal descriptions. Field services provided by Willdan and/or our subconsultants include conducting boundary surveys and/or research, topographic base mapping, right-of-way easement stakeout, construction staking, and site surveys. Geotechnical Engineering Willdan provides a full gamut of geotechnical studies, engineering geology, and materials testing and inspection, including subsurface exploration, geologic and seismic hazard assessment, soil testing, engineering and pavement analyses and designs, construction support (soils and materials testing and inspection), and special studies. Willdan's soils and materials testing laboratory is licensed by the City of Los Angeles and by Caltrans, and participates in the AMRL and CCRL proficiency programs. Pavement EngineeringlManagement Willdan has been at the forefront for many years in developing new and more cost-effective approaches to rehabilitating pavement structures of deteriorated streets. Design specifications have been tested and refined for various processes using methods and materials proven to be economical and effective in their application. Through our roles as city engineer for various agencies, Willdan receives important feedback regarding the most efficient construction materials and methods to implement for each type of condition encountered, actual performance of each different rehabilitation method over extended periods — what is sustainable, and field conditions discovered during construction that warrant special contract provisions. Civil Engineering Willdan's civil engineers offer a full complement of roadway and highway design, including feasibility studies (site evaluation/grading/earthwork), project study and project reports, final design plans and specifications, erosion control and site remediation, storm water management, NPDES compliance, utility conflict analysis, ADA analysis and compliance, value engineering analysis, cost estimating and scheduling, and constructability review. Willdan provides assistance during bidding and provides engineering support during construction. Structural Engineering Willdan provides complete structural engineering support for design, analysis, inspection, and evaluation of structural systems such as bridges, sound walls, retaining walls, and buildings. Our specific bridge expertise encompasses an extensive working knowledge of all related agency criteria and methodology for design of new bridges, bridge rehabilitations, and bridge widenings. We are current on the latest requirements for seismic analysis and design procedures. In addition, our staff has in- depth knowledge of various federal, state, and local requirements for preparing project development documents, design and construction documents, and approval processing. In addition to their design expertise, our structures staff has also had tremendous success obtaining HBP funds. Traffic Engineering Willdan's traffic engineers serve as contract city traffic engineers or provide traffic engineering services throughout California. They are experts in conducting traffic surveys and data collection, investigating motorist and vehicle characteristics, identifying and making recommendations on traffic safety and utilizing traffic laws and enforcement to determine traffic signal timing, and evaluating highway operations. Willdan prepares traffic engineering designs to warn, regulate, and guide traffic. We develop Comprehensive, Innovative, Trusted. Proposal for On -Call Engineering, 3 RFP No. 23-030 City of Santa Ana geometric design and channelization, traffic signal and street lighting plans, parking lot designs, and traffic control plans for construction. Drainage Engineering Willdan has expertise in hydrology, drainage, and flood control — ranging from local and regional drainage and flood control improvements to hydraulic and sediment transport analyses of major rivers. Quality engineering solutions in drainage and stormwater management are one of the primary elements of our public works experience. Willdan has prepared many watershed and floodway studies, completed flood control and drainage engineering projects, and performed design and construction inspection services throughout California. Water Resources Engineering Willdan provides services for water system planning, analysis, design, construction inspection, and operational assessment involving well design, rehabilitation, and evaluation; reservoir design and rehabilitation; pump station design and modifications; modeling analysis of partial and entire systems; water transmission and distribution pipelines; and coordination with system telemetry and metering specialists. We are experienced with the Department of Water Resources, Drinking Water Division, public health agencies, and Title 22 provisions. Environmental Compliance, Permits, and Planning Support Willdan's environmental planners frequently assists cities in the environmental review process, either in preparing and processing CEQA/NEPA environmental documents, such as negative declarations and environmental impact reports, or in reviewing documents on behalf of the lead or responsible agencies. In providing environmental and urban planning services, we utilize our staff of planners and environmental specialists and call upon the expertise of other disciplines within the company, including traffic engineers, hydrologists, water and wastewater engineers, and landscape architects. Landscape Architecture Willdan's landscape architects focus on designing landscapes for public improvements such as park and recreational facilities, community centers, and roadway beautification. Our landscape architects apply their talents and knowledge of site analysis, user needs programming, site design, landscape preservation, land management and reclamation, water conservation, and arboriculture. On -Call Contract Expertise On -call engineering services are Willdan's foundation. Our staff includes former public agency employees or contract agency staff. Therefore, we understand the importance and purpose of as -needed contracts and are very familiar with the processes and procedures for such services. Within the last 12 years, Willdan has completed projects and task orders for more than 200 as- needed/on-call contracts. This experience and the relevant experience of our dedicated and available key personnel are what best suits Willdan to provide the City with on -call engineering services. Our history of working with as -needed contracts has well prepared our staff to respond to all requests for services in a positive, efficient manner. Our firm's commitment to responsive service and successful project delivery has given us a reputation as a firm that can be trusted to listen and to deliver an end product our clients envision and embrace. We begin our approach to this work by adhering to these basic principles: Approach each project with a spirit of resourcefulness and excellence Maintain high standards of technical quality Seek appropriate solutions that fit the project Conduct business with truthfulness and high ethical standards Firm Accomplishments Willdan has a strong reputation for completing projects on time and within budget. In addition, we are proud that our design services have resulted in numerous awards for our clients' projects. A representative list of project awards includes: LACMTA Orange Line Extension APWA Transportation City of Rolling Hills Palos Verdes Drive North Bike Lane Improvements APWA Traffic Mobility and Beautification City of Covina Sewer System Replacements APWA Drainage Water and Wastewater City of Los Alamitos Coyote Creek Park APWA Recreation and Athletic Facilities City of Glendale Chevy Chase Drive 968 Reservoir APWA Water Proposal for On -Call Engineering, 4 W"Comprehensive, Innovative, Trusted. RFP No. 23-030 SantaAna City of Santa Clarita Magic Mountain Parkway/Interstate 5 Interchange Expansion APWA Streets and Transportation City of Fountain Valley Recreation Center Expansion ASCE City of Westlake Village Lindero Canyon Road Bridge APWA Transportation City of Elk Grove LED Luminaire Installation APWA Environmental —Citywide City of Elk Grove Bond Road and Bader Road Intersection Signal APWA Transp rtation City of Elk Grove Island Park Improvements APWA Parks and Trails City of Elk Grove Grant Line Road Widening and Grade Separation APWA Transportation City of Elk Grove Leaf Bridge APWA Environmental —Long City of Yreka Stormwater Attenuation and Floodplain Restoration APWA Environmental Project Team Project Manager Mr. Tyrone Peter, PIE will serve as Project Manager and be responsible for delivery of services in accordance with the established scope of services for projects awarded under this on -call contract. Mr. Peter possesses a strong work ethic and leadership skills that enable him to provide clear priorities and direction in project delivery. Using his ability to assess his staff's strengths, Mr. Peter positions his team members where they can be most successful. He uses his collaborative nature to build and maintain consensus among a variety of stakeholders to the benefit of project delivery. During his career, Mr. Peter has served as Project Manager, Civil Engineering Task Leader, Supervising Engineer, Senior Engineer, Design Engineer, and Designer for over 200 street improvement projects with design contracts ranging from $5,000 to $2.9 million. Mr. Peter develops trusting partnerships with project stakeholders through open and honest communication. He will work closely and collaboratively with the City's project representatives to determine optimal use of Willdan's project team. While a highly cost- effective team has been assembled for this project, Mr. Peter will continuously look for ways to improve efficiency and effectiveness. Subconsultant Team Willdan's vast staffing resources enable us to provide services with a minimum of subconsultant assistance. For this on -call contract, our in-house team will be augmented with one subconsultant — Rosell Surveying & Mapping, Inc. for field surveys. Willdan ensures all subconsultants provide the same caliber of performance that Willcan provides by holding our subconsultants accountable to Willcan's high standards of performance, scheduling, and budgetary controls. For federal -/state -funded projects, Willdan has a database of disadvantaged business enterprises that we will utilize to cull select specialty disciplines in support of the City's stated project DBE goal. Rosell Surveying & Mapping, Inc. Rosell Surveying & Mapping, Inc. (RSM) began in 1992, as a sole proprietorship and incorporated in the State of California in 2002. They hold licenses of professional registration in the states of California and Colorado. The company's business consists of providing comprehensive services in land surveying, construction staking, 3D-Laser scanning, mapping, civil engineering design surveying, and geographic information system management to its clients. Proposal for On -Call Engineering, Comprehensive, Innovative, Trusted. RFP No. 23-030 City of Santa Ana Project Organization The organization chart presented below identifies our key personnel and illustrates the communication and reporting relationships and project roles forWilldan's key team. This chart illustrates current Willdan employees and represents the depth of technical support personnel that may be utilized for an on -call project award. This is farfrom an exhaustive list of our staff resources. Willdan understands that key staff cannot be replaced without consent of the City. Our organization chart includes our two subconsultants and depicts their line of reporting and communication. Resumes for Key staff have been included on the following page. Right -of -Way Engineering Environmental Compliance Sewer/Storm DrainlWater Design David Kromrrienhoek, PLS and permitting Christopher Kelley, PF, QSDiP Jocelyn Limps, PLS Christine Kudija, AlCP, JD Kenneth Krieger Susana Barrientos Andrea Urbas, AlCP, CED, CEP Sheila McCracken Field Survey Rosell Surveying & Mapping, Inc. Geotechnical Studies and Reports Ross Khiabani, PE, CE Ramon Calbay Joseph Ritchey Civil Design Traffic Design Matthew Crim Robert Burch Chris Stone Kevin Custado, EIT Yocelin Cruz, ENV SP Maryanne Troung, ENV SP Huh-Pyng Chou, EIT Reginald Greene Camryn Lopez, EIT Traffic Studies Bernardo Reyes Randy Shadowen Farhad Iranitalab, PE, TE Hernando Cotangco, TE Utility Coordination Nicole Sparn, PF, TF Tamara Boeltl Emilio Murga, EIT Joanne ltagakl Landscape Design Brian Nguyen, RLA Carlos Espinoza, RLA Hydrology1hydraulics Kenneth Krieger NPDES Joseph Bellorno, PL, QSD/P Kelsey Reed, CESSWI, QSD Mayra Martinez Parsina Hanna SWPPPIWQMD Telal Gandhi, PE, QSDIP Christopher Kelley, PE, OSD/P Added Value Service — Construction Management and Inspection Resident Engineer Michael Jasmirski, PF, LEED AP, 0SHPD-A Mohammad Sarniee, PE, CSP Construction Management Joseph Pul Duane Soileau, QSP, CESSW Jason Brown Mario Cisneros Inspection Dennis Parker Cesar Cantuba Paul Merrill Michael Palen Jeffrey Polls Brent Jablonowski Simon Hernandez Holoodoro Espinosa Labor Compliance Jane Frail Amanda Perez Proposal for On -Call Engineering, W"Comprehensive, Innovative, Trusted. Rl No. 23-030 City of Santa Ana Our technical support team are provided below. David Krommenhoek, PILS Project Role Percent Available: 40% Right of Way Engineering Jocelyn Limas, PLS Project Role Percent Available: 40% Right of Way Engineering Susana Barrientos Project Role Percent Available: 40% Right of Way Engineering Ross Khiabani, PE, GE Project Role Percent Available: 40% Geotechnical Studies and Reports Ramon Calbay Project Role Percent Available: 40% Geotechnical Studies and Reports Joseph Ritchey Project Role Percent Available: 40% Geotechnical Studies and Reports Matthew Crim Project Role Percent Available: 40% Civil DrafterlDesigner Chris Stone Project Role Percent Available: 40% Civil Drafter/Designer Michael Chou Project Role Percent Available: 40% Civil Drafter/Designer Yocelin Cruz, ENV SP Project Role Percent Available: 40% Civil Drafter/Designer Camryn Lopez, EIT Project Role Percent Available: 40% Civil Drafter/Designer Bernardo Reyes Project Role Percent Available: 40% Civil DrafterlDesigner Randy Shadowen Project Role Percent Available: 40% Civil Drafter/Designer Kenneth Krieger Project Role Percent Available: 40% Hydrology/Hydraulic Analyst Sheila McCracken Project Role Percent Available: 40% Hydrology/Hydraulic Analyst Bryan Nguyen, RLA Project Role Percent Available: 40% Planting/Irrigation Architect Carlos Espinoza, RLA Project Role Percent Available: 40% Planting/Irrigation Architect Christopher Kelley, PE, QSD/P Project Role Percent Available: 40% Water Quality Engineer Robert Burch Project Role Percent Available: 40% Traffic Designer/Drafter Comprehensive, Innovative. Trusted. Proposal for On -Call Engineering, 13 RFP No. 23-030 SantaAna Kevin Custado, EIT Project Role Percent Available: 40% Traffic Desig ner/D rafter Maryanne Truong, ENV SP Project Ro/e Percent Available: 40% Traffic DesignerlDrafter Reginald Greene Project Role Percent Available: 40% Traffic DesignerlDrafter Farhad Iranitallab, PE, TE Project Role Percent Available: 40% Traffic Studies Hernando Cotangco, TE Project Role Percent Available: 40% Traffic Studies Nicolle Spann, PE, TE Project Role Percent Available: 40% Traffic Studies Emilio Murga, EIT Project Role Percent Available: 40% Traffic Studies Joanne Itagaki Project Role Percent Available: 40% Traffic Studies Christine Kudija, JD, AICP Project Role Percent Available: 40% CEQA Exemption Specialist Andrea Urbas, AICP, CED, CEP Project Role Percent Available: 40% CEQA Exemption Specialist Tamara Boeltl Project Role Percent Available: 40% Utility Coordinator Joseph Bellorno, PE, QSD/P Project Role Percent Available: 40% NPDES Kelsey Reed, CESSWI, QSD Project Role Percent Available: 40% NPDES Mayra Martinez Project Role Percent Available: 40% NPDES Parsina Hanna Project Role Percent Available: 40% NPDES Tejal Gandhi, PE, QSD/P Project Role Percent Available: 40% SWPPPIWQMD Comprehensive. Innovative. Trusted. Proposal for On -Call Engineering, 14 RFP No. 23-030 City of Santa Ana Understanding of Need The City of Santa Ana's Public Works Agency is seeking experienced professional consultants to retain on as -needed or on -call basis for various general engineering design and related supporting services involving public facilities and infrastructure needs. Additionally, the City's RFP contains two 'tasks' to be addressed by selecting either Option A, Option B or both A and B by providing representational scopes of work, schedule and fee. Below is our outline that demonstrates the understanding of the work to be provided. Scope of Work Per the RFP, the following is a representation of how Willdan defines the scope for Water Resources projects (Option A) and General Engineering design other than Water Resources (Option B). For Tasks that are largely similar, such as Project Management, the scope has been combined for Option A and B as noted in following Task headers. Task 1 — Project Management — Option A and Option B Willdan understands effective project management is a necessity to maintain project control. Because of this, Willdan approaches each proj . ect Task 1 Deliverables with a Project Management Plan (PMP). The PMP identifies the project - Meeting schedules, attendance, rosters, matrix, team, stakeholders, scope, potential project challenges, and establishes a meeting agendas and minutes - Detailed project schedule QA/QC plan, project tasks, deliverables, and milestones. The PMP - Monthly project reports establishes regular meetings with City staff, utility companies and other participating agencies, as required, to discuss work progress, schedule, and related issues to exchange information, discuss and resolve issues, and to maintain progress of the project. The PMP is the overarching resource that ensures effective communication and complete project control. In addition, Willdan will dedicate a Project Manager to manage the performance of the project including, but not limited to, facilitating coordination between the design team, the City of Santa Ana, utility companies, and other stakeholders directly affected by the proposed project. The Project Manager will supervise, coordinate, monitor and review the project design for conformance with City standards, policies, and procedures and will be responsible for: Maintaining continuous communication with City Project Manager, including meetings to review the preliminary design and project status at 30-, 60-, and 1 00-percent completion. Providing monthly project status report, or as specified in the PMP. Overseeing project delivery targeting proposed schedule and minimizing project budget. Willdan will facilitate a pre -design meeting with City representatives to review the project in detail. Willdan will determine requirements and procedures for design, ongoing review, and coordination. In consultation with City representatives, Willdan will determine relevant issues specific to the project, design standards, and funding limits. Progress meetings will be held monthly or more frequently if needed, with City staff, permitting agencies and utility companies as needed. Task 2 — Agency and Utility Coordination — Option A and Option B Subtask 2.01 — Conditions Review. Option A: Willdan will review available well data to be provided by the City of South Gate, including well completion and testing reports, well geophysical logs, well inspection videos, hydraulic efficiency tests, water quality tests, and other pertinent information. Willdan will use the information provided by the City to prepare an assessment summary letter including discussion of the risks and benefits associated with alternative rehabilitation procedures. The summary letter will also identify if any additional testing is required prior to, or during well rehabilitation to fill data gaps or provide essential information. Subtask 2.02 — Agency and Utility Coordination. Option A AND Option B: Task 2.02 Deliverables Willdan will request utility atlases from utility companies known to operate and/or - Well Assessment Summary Letter maintain facilities within the project areas for reference in the improvement plans. - Meeting agendas and minutes Willdan will conduct a utility investigation to identify utilities that will be impacted and - Utility notification letters will research prior rights to clearly identify parties responsible for relocation of the - Utility matrix affected utilities. Willdan will coordinate the utility improvements with the identified utility companies, including the impacts to high-hazard/high-pressure facilities. Per the City's Request for Proposal, coordination with utility companies will include: Prepare initial request for utility information such as atlas sheets, mapping, or as -built plans and develop utility base map based upon information received from utility companies. Submit 30-, 60-, and 1 00-percent plans to those utility companies with facilities in immediate project area for review and comment. Coordinate with utility companies to implement upgrade of facilities (upon request), as needed, within project limit and Maintain contact log. Determine any utility upgrades or installations that will be required to service existing and proposed improvements and coordinate installation of required upgrades with each affected utility company Lead efforts to identify ownership of unknown utility lines Proposal for On -Call Engineering, 15 W"'Comprehensive, Innovative. Trusted. RFP No. 23-030 City of Santa Ana Task 3 — Environmental Compliance and Permits — Option A and Option B It is anticipated that the projects will qualify for Categorical Exemption Section 15301 Class 1 (c) under existing highways and streets improvements that allows for roadway improvements for the purpose of public safety and has no significant effects on the environment. Willdan will perform its due diligence as part of this task to verify exemptions criteria set by California Environmental Quality Act (CEQA) under Article 19 of Categorical Exemptions and make necessary recommendations to the City. The City's Planning Division will make the final environmental determination. To satisfy CEQA requirements for the project, Willdan will prepare a notice of exemption for the City's use. We will assist with posting of the notice and with filing the Notice of Exemption with the County Clerk. If Willdan believes that further detailed environmental studies and reports are needed to comply with CEQA and or National Environmental Protection Act (NEPA), subject to confirmation by City Staff, Willdan will meet and discuss with the applicable resource/regulatory agencies to confirm the necessary work effort and identify the cost and schedule to prepare the environmental reports, applications for permits and obtain clearance through all applicable agencies as additional scope of work. As part of Clean Water Act, a NPDES permit may be Task 3 Deliverables required for alternate discharging during well rehabilitation. - CEQA Categorical Exemption Form Task 4 — Preliminary Engineering — Option A and Option B Subtask 4.01 — Site Visit and Evaluation. Visual inspection is important for quality assurance and ensures a common-sense design. Willdan will conduct a site visit to attain a comprehensive understanding of the existing site facilities and constraints. Willdan will catalog existing conditions and facilities through photographs and field notes to be used as a reference during design. An initial assessment will be performed to evaluate the existing condition of the water well. Based on the initial evaluations, rehabilitation options will be proposed. The entire well will have to pulled and the casing will have to be video inspected. Common causes of reduced well capacity could be sanding, rupture of casing, mineral build-up, heavy encrustation, screen damage, screen clogging or mechanical failures of the pump. Depending on the assessment, rehabilitation could include brushing and bailing casing, replacing ruptured casing, adding an elongated nozzle to bull to reduce sand flow, chemical treatment, remachine the pump and or rewind. After the initial evaluation, Willdan will work with City's current maintenance and repair contractor to rehabilitate the well or will work with the City to bid out the project. Subtask 4.02 — Field Survey and Right -of -Way. Willdan will perform a field survey to ensure the accuracy and constructability of the final construction plans. For this project the survey will: Establish right-of-way through record research and/or survey. Option A: Ground Survey to map the existing facilities and utility alignment. The M Subtask 4.02 Deliverables utility survey will include manholes, covers, and depth of cover when required. - One electronic copy of all field survey data Option B: Topographic/ground survey will be required to determine existing in Microstation V8i format grades and facilities. To ensure acceptable cross -slopes full street sections will be surveyed and analyzed at 25-foot intervals, driveways, and at approaches. The topographic survey shall extend a minimum of 200 feet beyond limits of construction within the public right-of-way, where possible. Full street sections include obtaining field data at all control or critical points, such as CL, BCR, ECR, and at any grade breaks between lips of gutters, and/or edges of pavement, and flow lines. Where applicable to the project scope, survey of private property improvements shall be included. Subtask 4.03 — Geotechnical Investigation and Pavement Rehabilitation Strategies. All geotechnical investigation and analysis shall be performed by a state -licensed geotechnical engineer with expertise in pavement design. Willdan will conduct geotechnical investigations to measure the existing pavement sections and collect representative samples of subgrade soils for laboratory testing as described below. The task work includes: Field exploration including coring, drilling, and sampling at three locations to the maximum drilled depth of 10 feet below ground surface within the limits of the project site. Upon receipt of notice to proceed, a site visit will be performed to mark the core/boring locations and evaluate access conditions for drilling equipment. Willdan will call USA for underground utility locating at least 48 hours before any field work is performed. However, all available subsurface utility information should be provided/ identified prior to initiating field exploration to reduce the potential for damaging existing utilities. Traffic control will be provided during drilling. Borings/cores will be measured and visually logged in the field by an experienced representative. The log will include pavement sections thicknesses and subgrade conditions. The samples will be transported to Willdan's geotechnical laboratory for testing. Laboratory testing of collected representative subgrade soils will determine their index and engineering properties. Option A: Geotechnical investigation will be used to identify the soil properties for the trenching and backfill of proposed utilities. Option B: Providing recommendations for alternative new pavement sections. Option B: Performing a percolation test within a boring drilled to a depth Subtask 4.03 Deliverables between 5 and 10 feet for BMP and green streets implementation (if - Three hard copies of draft geotechnical report and needed). one electronic PDF copy Providing a draft report and presenting our findings, conclusions, and - Three hard copies of final geotechnical report and recommendations for review by the City. After receiving the City's one electronic PDF copy Proposal for On -Call Engineering, 16 M/Comprehensive, Innovative, Trusted. RFP No. 23-030 City of Santa Ana comments, a final report incorporating the comments will be provided to the City. The report will be supported with a map illustrating boring/core locations and a summary of laboratory test results. Subtask 4.04 — Preliminary Design Report Willdan will compile a Preliminary Design Report (PDR) for review and approval by the City. The report will contain a summary of the initial reconnaissance notes, utility. Subtask 4.04 Deliverables provided information, field survey findings, any photographs of conditions for discussion, - Preliminary Design Report and the base design concept with preliminary construction cost estimate. The report will be discussed with City representatives to make reliable, cost effective decisions about the proposed street improvements, water and sewer rehabilitation/replacement methods. During preparation of the PDR, Willdan will review existing information, such as the pavement management report, city sewer and water documents and field review of the street to make recommendations regarding the construction needs, including the location and extend of missing or damaged sidewalk, curbs and gutter, access ramps, driveways, sewer and water repairs. In addition, the report will address the disposition of existing utilities and coordination, and anticipated requirements. Task 5 — Plans, Specifications, and Engineer's Estimate - Option A and Option B Subtask 5.01 — Construction Plans. Willdan will prepare conceptual plans for City review, comment and Task 5.01 Deliverables approval. Upon approval of the concept plans, the final design phase - Three hard copies of full-size conceptual plan layout and will be initiated. Willdan will submit plans at the 30-, 60-, and 100- one electronic PDF format percent levels of completion. The City will provide review comments at - Three hard copies of full-size and half-size plan submittals all design stages. Willdan will address comments received from the at 30-, 60-, and 1 00-percent completion milestones, one submittal reviews, including comments received from other affected electronic PDF copy, and one electronic Microstation copy agencies and utilities. Willdan will submit one, original, signed set of in V8i format. full-sized plans, a signed, unbound, set of final specifications, and a copy of the final engineer's opinion of construction cost to the City. One set of Mylars will be produced after 100% plans are approved by the City (upon request). Plans will conform to City standard plans and CADD standards and be prepared utilizing Microstation V8i software. Option A: The plans be prepared in sufficient detail to bid the rehabilitation of the identified well — method to be determined by the City after review of the assessment report — and the proposed sewer and water facilities. Utility plans will be drafted at 40-scale and plans will display all referenced standard plans including trenching details. Option 13: The plans will consist of a Title SheeV Typical notes, Roadway Plans, Construction Details, Signing and Striping, Landscape, and Storm Water Biofiltration (if required in complete streets). The Roadway Plans will consist of two sheets and will be drafted at 20- scale. The Roadway Improvement Plans will include the topographic survey and utility base plan information, limits of removal, and limits of repairs for pavement, curb and gutter, driveway configuration, ADA curb ramps, etc. All other improvement plan sheets will be drafted at 40-scale. Subtask 5.02 — Specifications. 8 Task 5.02 Deliverables Willdan will prepare technical special provisions for bidding per City One electronic PDF copy and one electronic Word copy of standards. The City will provide boilerplate specifications. Special technical and special provisions at 60- and 1 00-percent provisions will be prepared utilizing Greenbook and Caltrans formats completion milestones (latest editions). Subtask 5.03 — Engineer's Construction Cost Estimate. Willdan will prepare a construction cost estimate to accompany the 30-, 60-, Task 5.03 Deliverables and 100-percent plan deliverables. Quantity calculations and final construction - One electronic PDF copy and one electronic cost estimates will be prepared in accordance with City requirements to Excel copy of engineer's cost estimate at concept establish the project budget. and 30-, 60-, and 1 00-percent completion milestones Task 6 — Construction Bidding Phase Services - Option A and Option B Willdan will prepare a construction bid package per City standards. Willdan will advise the City of the appropriate responses to bidders' Task 6 Deliverables technical questions. If an addendum is determined appropriate by the . Construction bid package City, Willdan will prepare revised plans, specifications, and/or quantity . Addenda, as necessary estimates. Willdan will provide support during construction bidding 0 Log of bidder inquiries phase services and advertising period by: Attending pre -bid meeting Assisting in analysis of bids, as necessary Logging questions and responses to bidders' questions regarding the bid documents Proposal for On -Call Engineering, 17 M/Comprehensive, Innovative, Trusted. RFP No. 23-030 City of Santa Ana E Issue addendum to bid documents to answer questions raised, if required Task 7 — Preconstruction and Job Site Meetings - Option A and Option B Willdan will attend the preconstruction meeting, job walk, and job- Task 7 Deliverables site meetings, as required, over the course of construction. Willdan - Meeting minutes assumes one preconstruction meeting and three job site meetings. Task 8 - Respond to Requests for Information and Submittals - Option A and Option B Willdan will provide responses to contractor's requests for MW Task 8 Deliverables information about the plans and specifications. This task includes Log requests for information and provide responses conferring with the City's construction manager, as appropriate, Field design recommendations regarding the requests to address unforeseen site conditions and/or Field meeting minutes provide field design recommendations. Regularly scheduled Design details construction observation is specifically excluded from this scope of work. Up to 10 responses to requests for information are included in the scope. Task 9 — Prepare Record Drawings/As-Builts - Option A and Option B Within 60 days following completion and acceptance of the project, Willdan will furnish the City with a complete set of revised original tracings showing as -built conditions on Mylar. Revisions will be solely based upon as -built information provided by the City's construction manager and the contractor. Task 9 Deliverables - One complete set of original record drawings on Mylar, one electronic PDF copy, and one Microstation V8i NVComprehensive, Innovative. Trusted. Proposal for On -Call Engineering, RFP No. 23-030 18 City of Santa Ana Relevant Project Experience Willdan has chosen the following representative summaries for completed projects that exemplify Willclan's extensive expertise and relation to the Scope of Work detailed in the RFP. On Call Engineering Services Project Location: City of Paramount, CA City of Paramount Contact: Adriana Figueroa, Director of Public Works 16400 Colorado Avenue (562) 220-2020 Paramount, CA 90723 afigueroa@paramountcity.com Dates: 11980 to Present (42 Years) Willclan has provided general engineering services to the City of Paramount for over 40 years and presently serves as city engineer and water engineer. In addition to providing extension of staff services, Willclan has provided traffic engineering, assessment engineering and district formation, public works permits/inspection, development review, CIP design and construction management/inspection, CDBG administration, grant writing, and NPIDES services. These services encompass — but are not limited to — study and report research and preparation; plan, specification, and cost estimate preparation; funding source and availability consultation; citizens' request and complaint investigations/resolutions; development impact studies; plan checking; City staff, commissions, and council report preparation; staff, commissions, and council meeting attendance and participation; and City department coordination to implement desired City improvements and updates. The following are a few projects that Willclan has worked on with the City of Paramount: West Santa Ana Branch Bike and Pedestrian Trail — assisted with obtaining a $3.5 million grant for Phase 2 of the improvements Garfield Avenue Widening — assisted with obtaining $2.6 million from Interstate 710 Early Action Program to widen the main arterial and add a third lane in each direction Salud Fitness Park — design and construction management/inspection for the $5 million project Alondra Boulevard Grade Separation at Union Pacific Railroad Crossing — design and construction inspection for the $8 million project On Call Engineering Services Project Location: City of La Puente, CA City of La Puente Contact: John DiMario, Community Development Director 15900 E. Main Street (626) 855-1517 La Puente, CA 91744 jdimario@lapuente.org Dates: 11996 to Present (26 Years) Willdan is providing as -needed city and traffic engineering services to the City of La Puente. In addition to providing extension of staff services, Willclan provides engineering design, construction management, project management, development review, pavement engineering, funding administration, plan review, landscape architecture, surveying, and geotechnical engineering services throughout the city. These services encompass — but are not limited to — study and report research and preparation; plan, specification, and cost estimate preparation; funding application research, preparation, and submittal; citizens' request and complaint investigations/resolutions; development impact studies; City staff, commissions, and council meeting attendance and participation; and City department coordination to implement desired City improvements and updates. The following are a few projects that Willclan has worked on with the City of La Puente: Valley Boulevard Retaining Wall Phases 1, 11, and III — design and construction management/inspection for a $3 million retaining wall spanning 3,000 feet in length and over 14 feet in height Amar Road Traffic Signal Modifications — traffic engineering design, utility coordination, and contract and funding administration for the City's $1 million program for nine traffic signal modifications and ADA-compliant ramp improvements along the arterial roadway Nelson Elementary, Del Valley Elementary, and Sierra Vista Middle Schools Safe Routes to School Improvements — design, project management, and grant administration services for the City's $665,000 program to repair and infill sidewalks, upgrade signing and striping, and install in -roadway flashing lights and high -visibility crosswalks On Call Engineering Services Project Location: City of Los Alamitos, CA City of Los Alamitos Contact: Ron Noda, Development Services Director 3191 Katella Avenue (562) 431-3538 ext. 500 Los Alamitos, CA 90720 rnoda@cityoflosalamitos.org Dates: 11998 to Present (24 Years) Comprehensive, Innovative. Trusted. Proposal for On -Call Engineering, 19 RFP No. 23-030 City of Santa Ana Willclan is providing as -needed engineering services to the City of Los Alamitos. As part of our extension of staff services for contract City Engineer and contract Traffic Engineer, Willdan provides review and supervision of engineering activities, including preparing plans, specifications, and estimates for capital and other improvement projects. We provide subdivision plan checking; contract administration; construction inspection; compliance with federal, state, and local laws and ordinances. We assist City staff with establishing departmental policies. The following are a few projects that Willclan has worked on with the City of Los Alamitos: Storm Drain Master Plan - Developed master plan for 4 square mile drainage system, analyze deficiencies, prioritize propose improvements, developed cost estates and developed funding strategies. Los Alamitos Boulevard Median Improvement — design and construction management/inspection for the $5 million project Pavement Management Plans and updates in 2015, 2017, and 2019 City of Ridgecrest Contact: Travis Reed, Public Works Director 100 W. California Avenue (760) 499-5081 Ridgecrest, CA 93555 treed@ridgecrest-ca.gov Dates: 12009 to Present (13 Years) Willclan has been providing the City of Ridgecrest with as -needed multi-cliscipl i nary engineering services since 2010 and presently provides engineering services for various public works projects. Under our on -call contract, Willclan provides design engineering, environmental compliance, bidding assistance, construction management and inspection, material testing, surveying, special funding administration, labor compliance, pavement management, land development plan check, right-of-way acquisition with legal descriptions, and assessment district engineering for improvements throughout the City of Ridgecrest. The following are a few projects that Willclan has worked on with the City of Ridgecrest: Special funding administration for over 15 state/federal/CDBG projects, including requests for authorization, PES forms, NEPA clearances, award submittals, progress invoicing, finance letters, final reports of expenditure, and Caltrans/FHWA audit attendance Downs Street Widening — design, survey, pavement engineering, utility coordination, CEQA/NEPA environmental documentation, right-of-way acquisition, bidding assistance, design support during construction, federal funding administration, construction management, inspection, quality assurance material testing, and labor compliance Bus Maintenance Garage — conceptual vertical and horizontal design, design/build contractor selection and management, bidding assistance, construction management, inspection, and labor compliance services for a new 6,000-square-foot building and associated improvements De Luz Community Service District 41606 Date Street, Suite 205 Murrieta, CA 92562 Contact: I James Emmons. General (951) 696-0060 ext. 204 jemmons@deluzcsd.org Dates: 12018 to Present (4 Years) Willclan provides Engineering Staff to assist the Districts General manager in coordinating, reviewing, and supervising engineering activities. This will include the design and construction of capital projects and other improvement projects, subdivision improvement plan checking, contract administration, construction inspection, compliance with Federal State and local laws and ordinances, and establishing departmental policies. Tasks will include assisting the District in coordinating, reviewing, and supervising engineering activities, subdivision improvement plan checking, compliance with Federal State and local laws and ordinances, and establishing departmental policies; upon request prepare plans specifications and estimates for construction of capital projects and other improvement projects and provide contract administration and construction observation; upon request prepare grant applications for funding from Federal State and Regional agencies for civil improvements; and upon request advise, support, and assist District departments, committees, commissions, and Board. The following are a few projects that Willclan has worked on with the De Luz Community Service District: Sandia Creek and Via Vaquero Storm Drain Repairs — The District required the repairs due to a washout of two separate culverts and roadway segments on Via Vaquero Road just south of Sandia Creek Drive. Final design plans, specifications, and estimates will be developed, designed, and produced into a construction document packet for bidding. Buena Vista Drive Storm Drain Repair — Assisted the District in repair of damaged culverts and roadway in reaction to heavy storms that completely washed out the existing three 60-inch diameter corrugated metal pipes and entirely washed out the roadway above. Willdan provided a full hydrology analysis with supporting calculations will be Proposal for On -Call Engineering, *,"Comprehensive, Innovative, Trusted. RFP No. 23-030 20 City of Santa Ana conducted to ensure the culverts have adequate capacity and the existing perennial stream will not be adversely affected. A full PS&E was provided with a storm drain profile, street and drainage improvements. Willdan provide bid assistance services to help bid the project and answer any RFI's from the bidders District Wide Speed Zone Survey Provided traffic engineering services for an Engineering and Traffic Survey (E&T Survey) of 5 streets within the De Luz Community Services District. The E&T Survey included gathering of speed data using pneumatic tubes due to the rural mountainous nature of the streets. The survey also included a review of the reported collision history existing roadway conditions and not readily apparent conditions that might impact speeds. City of Bell Contact: Javier Ochiqui, Contract and Facilities 6330 Pine Avenue (323) 588-6211 Bell, CA 90201 jochiqui@cityofbell.org Dates: 12014 to Present (7 Years) Willdan is providing as -needed city and traffic engineering services to the City of Bell. In addition to providing extension of staff services, Willdan provides engineering design, construction management, project management, development review, pavement engineering, funding administration, plan review, landscape architecture, surveying, and geotechnical engineering services throughout the city. These services encompass — but are not limited to — study and report research and preparation; plan, specification, and cost estimate preparation; funding application research, preparation, and submittal; citizens' request and complaint investigations/resolutions; development impact studies; City staff, commissions, and council meeting attendance and participation; and City department coordination to implement desired City improvements and updates. The following are a few projects that Willdan has worked on with the City of Bell: Citywide Traffic Signal Inventory Assessment for 31 Signalized Intersections — as part of the assessment development phased programming for upgrades, compiled necessary data and prepared two competitive HSIP Cycle 9 applications for $2.4 million in traffic signal improvements. Bus Route Study — analyzed the expansion of existing service route vs. development of new route to provide service to Slawson Occupational Center and performed public outreach. Prichard Fields Park — design/build project to develop a 1.6-acre vacant lot with park improvements funded through a $4,499,000 Prop 68 grant award as a result of an application Willdan prepared and submitted to Natural Resources Agency Department of Parks and Recreation's competitive grant program Willingness to Comply with Agreement Willdan's exceptions to the Professional Services Agreement are detailed on page 2 of the proposal. References The clients we have chosen to verify our reputation and qualifications will confirm our dedication to expert technical ability, excellent service, and project commitment. We encourage the City to contact these references. We are confident these references will illustrate that Willdan is the ideal candidate for this project. City of Los Alamitos Contact: Ron Noda, Development Services Director 3191 Katella Avenue (562) 431-3538 ext. 500 Los Alamitos, CA 90720 rnoda(@citvoflosalamitos.or.q City of Paramount Contact: Adriana Figueroa, Director of Public Works 16400 Colorado Avenue (562) 220-2020 Paramount, CA 90723 afigueroa@paramountcity.com ft Call Engineering Services City of La Puente Contact: John DiMario, Community Development Director 15900 E. Main Street (626) 855-1517 La Puente, CA 91744 jdimario@lapuente.org Comprehensive, Innovative. Trusted. Proposal for On -Call Engineering, RFP No. 23-030 21 City of Santa Ana Scope of Services and Schedule Below is Willdan's matrix of involvement for the work detailed in Attachment 1 of the RFP, and the scope of services and schedule for the 'tasks' — Options A and B. Areas of Work Performed by Willdan Staff Performed with Qualified Sub - Consultant Civil — Design Y Transportation/Traffic Y Structural Y Y Geotechnical Y Land Surveying Y Y Architectural Y Landscape Architectural & Irrigation Y Environmental Y Y Electrical Y Y Mechanical Y Y Instrumentation & Control System Y Y Fire Protection Y Financial & Economic Consulting Y Supplemental Tasks Hydraulic modeling of water distribution, stormwater, and sewer collection systems Y Y Evaluation & Studies related to water wells, reservoirs, treatment, disinfection, pressure control, & sewage lift sta. Y Y Evaluations, studies, drawings, documentation and recommendations on Electrical & Industrial Control systems Y Mapping Services Y Legal description preparations Y Grant writing services Y Environmental / Planning Support Y Y Construction Management Support Y Pavement management Y Y Special engineering stud ies/reports/compl iance & investigations Y Y Regulatory compliance with Federal, State & Local agencies Y Financial/cash flow analysis — public works programs Y Assessment & District formation services Y Sustainable infrastructure services Y Right -of -Way studies Y Comprehensive, Innovative. Trusted. Proposal for On -Call Engineering, 22 RFP No. 23-030 SantaAna Schedule/Timeline to Complete the Project 10 Task N 113111111 StIrt linkl Option A Schedule 113 days Tuefi/5/19 Man 11/12J PROJECT MANAGEMENT 0 day, Tue 6/5/18 Tue 6/5/19 AGENCY & UTILITY COORDINATION 25 days T.e 615/18 Mon 7/9/18 ENVIRONMENTAL COMPLIANCE AND PERMIT 45 days Tue 6/5/is Mon 8/6118 PRELIMINARY ENGINEERING 25 days Tue 5/5/18 Mon 7/9/18 Site Visit 2 days Tue 6/5/18 Wed 6/6/18 Field Survey 10 day� Tue 6/5/18 Mon 6/18/111 Geotechnical Investigation I D days Tue 6/5/18 Mon 6/18/18 Preliminary Design Report 5 days Tue 6119/18 Mon 6/25/18 City Review of Preliminary Design Report 10 days Tue 6/26/18 Men 7/9/18 PLAN PREPARATION 70 days Tue 7110/18 Mon 10/15/1 30% PI.r, nd Estimate 15 days Toe 7/10/19 Mon 7/3011fl City Review of 30% Construction Documents 10 days Tue 7/91/18 Mon 8/13/18 60% Plans, 5peciftiltions and Estimate 15 days Tue 8/14/18 Mon 9/3/19 City Review of 60% Construction Documents ED days Tue 9/4/18 Mon 9/17/18 1013% Plans, Specifications and Estimate 10 days Tue 9/18/18 Mon 10/l/12 City Review of 100% Ccinstruntbo Documents 10 days Tue 10/2/18 Mon 10/15/1 CONSTRUCTION BIDDING PHASE SERVICES 20 days Tue 10/16/1E Mon 11/12/ -PRIE-CONSTRUCTION MEETING AND JOB -SITE 0 days Men Mon MEETINGS 11/12/19 11/12/113 -RESPOND TO RECLUESTS FOR INFORMATION AND 0 days Mon Mon SUBMITTALS 11/12118 11112/18 'PREPARE RECORD DRAWINGS (AS-SUILTS) 0 days Mon 11/12/1 Mon 11/1213 8 1, -as o 0 6/5 1 11112 11/12 1V12_ 2 3 4 6 8 9 10 11 12 13 14 15 16 17 is 19 20 Project: Santa Ana On -Call Proposal, RFP No 17-083 Option A Schedule T,i,k I ... aw S,M".y I F1 T.�k, I S,lk ... ......... 101 T,i� Fi 4 miis,� D.,vt.ri, N.dE S,ry M1 Sry ftftp P�gl P"J"t S."'n, M.1 sarey M.1 pn,qn,s, Ir.1i. T.,k s ,Iy r Iti. Miln.iry Fini,h a,1, 3 Page I ID Ta.k N... Option B Schedule PROJECT MANAGEMENT AGENCY & UTILITY COORDINATION ENVIRONMENTAL COMPLIANCE AND PERMIT PRELIMINARY ENGINEERING sitc, Visit Field Survey Geotechrical Investigation Preliminary DesIgn Report City Review of Preliminary Design Report PLAN PREPARATION 30% Plans and Estimate City Review of 30% Construction Documents 60% Plans, specifications and Estimate City Review of 60% Construction Documents 100% Plans, SpecikotionS and Estimate City Review of 100% Construction Documents CONSTRUCTION BIDDING PHASE SERVICES -PRE-CONSTRUCTION MEETING AND JOB -SITE MEETINGS 'RSSPONDTO REQUESTS FOR INFORMATION AND SUBMITTALS -PREPARE RECORD DRAWINGS (AS-BUILTS) JDurcrtiori 130 days Od�ys 75 d"� 15 day, 30 days 2 d�y� 15 days 15 days 5 day, 10 days 96 days 20 day, 10 days 20 days 10 days TO day, 10 day, 20 days Oday� Odl�ys 0 days start Fii,i,h Tue 6/5/18 Mon IZ/3118 T., 6/5/18 Tue 6/5118 T 615/18 Mon 7/9/38 Tue 6/5/18 Men 612S/18 Tu. 615/16 Mo. 7116118 T 615/18 Wed 615/18 To. 6/5/18 Men 6/25118 Toe 615/18 M.n 6/25/18 Tua 6126/18 Men 712/18 Toe 7/3/18 Mon 7116/18 Tue 7117/ig Man ILILIS/18 Tue 7117/19 Mon 8/13/11 Tue 8/14/18 Mon 8/27J18 Toe 8/28118 Mon 9/24jis Tu. 9/25118 Mon 10/8/18 To, 10/9/18 Mon 10/22118 T 10/23118 Mon 11/5118 Tue 11/6118 Mon 12/3/18 Mon 12/3/18 Mon 1213118 Mon 12/3/19 Mon 12/3118 Men 1213/18 Mon 12/3/18 '3,8 M 13 A,,g '19 si,p " ` "" '_ 8 15��9 5 IZ1926 2 9 IsIl 10 7 LIL21 10 h ZL , Is 1213 1213 12/3 615 3 4 5 6 7 a 9 10 11 12 13 14 is 16 17 18 19 2U P�cjisct Santa Ana On -Call P eposiu, REP No 17-083 Om!., 9 Schedule Twk I.o. 5y spil, 1.,k Wk.— D..], S.ly sy R.11�, Pj- s....ry ma1 Sry le,T,,k sl.rl, I.... mfl,e Firiih-.nly u,.- rii� E-A W 0 D-dl pl�_, M�l prog, E 3 Page I Fee Proposal Per the City's Request for Proposal, the fee proposal has been uploaded to PlanetBids and submitted under separate sealed envelope. Comprehensive. Innovative. Trusted. Proposal for On -Call Engineering, 23 RFP No. 23-030 City of Santa Ana Certifications Non -Collusion Affidavit Appendix ATTACHMENT 3-1: NON -COLLUSION AFFIDAVIT CERTIFICATIONS NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine -and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, 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 bid are true; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged infon-nation 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 bid. Note: The above Non -collusion Affidavit is part of the Proposal. Signing this Proposal on the signature portion thereof shall also constitute signature of this Non -collusion Affidavit. BIDDERS are cautioned th aki aLd%,certification may subject the certifier to efirriinal prosecution. Signed _ �=A = State of California County of - Subscribed and sworn to (or affirmed) before me on this day of _ 20_ by , proved to me or) the basis of satisfactory evidence to be the person(s) who appeared before me. Notary Public Signature Notary Public Sea[ City of Santa Ana RFP Page A3-1 IwComprehensive. Innovative. Trusted. 5 1 /A e C/ _a.e A�10'j Proposal for On -Call Engineering, 31 RFP No. 17-083 City of Santa Ana CALIFORNIA JURAT WITH AFFIANT STATEMENT GOVERNMENT CODE § 8202 F1 See Attached Document (Notary to cross out lines 1-6 below) Ll See Statement Below (Lines 1-6 to be completed only by document signer[s], not Notary) Signature of Document Signer No. I Signature of Document Signer No. 2 (if any) A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. State of California Countv of ANNEMIA-ZA140PA siotar� Public - California Los Antelts COUM romrrissiort # 2365863 cormin. Expires Jul 16, 2025 Seal Place Notaty Seat Above Subscribed and sworn to (or affirmed) before me on this r__ dav of 1140-1 C 6 . 20 Z3. by Date Month Year (1). /" u,4 0 -r-- (and (2) Name(s) of Signer(s) proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. Signature Signature of Noltt) OPTIONAL Though this section is optional, completing this information can deter alteration of the document or fraudulent reattachment of this form to an unintended document. Description of Attached Document Title or Type of Document: Document Date: Number of Pages: — Signer(s) Other Than Named Above: @2014 National Notary Association - www.NationalNotary.org - 1-800-US NOTARY (1 -800-876-6827) Item #5910 IwComprehensive. Innovative. Trusted. Proposal for On -Call Engineering, 32 RFP No. 17-083 City of Santa Ana Non -Lobbying Certification Appendix ATTACRMENT 3-2: NON -LOBBYING CERTIFICATION CERTIFICATIONS 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 oi 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 appropnated funds have been paid or will be paid to any person for influencing or attempting to influence any 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, loan or cooperative agreement, the undersigned shall complete and submit a "Disclosure of Lobbying Activities". This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, Title 31, U S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower der subcontracts, which exceed $100,000 and that all such sub recipients shall certify and disclose accordingly, Firm Willdan Engineering Signed and PrintedName: Vanessa Munoz, PE, TE Title President Date March 14, 2023 City of Santa Ana PFP Page A3-2 IwComprehensive. Innovative. Trusted. Statement of Qualifications for On -Call Engineering, 33 RFP No. 1-7-083 City of Santa Ana Non-Discri rn i nation Certificate Appendix ATTACHMENT 3-3: NON-DISCRINMATION CERTIFICATION CERTIFICATIONS The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: 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 sball, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. 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, ten-ninated, 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. 7. 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 City of Santa Ana RFP Page A3-3 W"Comprehensive. Innovative. Trusted. Proposal for On -Call Engineering, 34 RFP No. 17-083 City of Santa Ana 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 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 sub -consultant 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: __Aa,2s/"3k Vanessa Munoz, PE, TE Title: President I _f Firm: Wildan Engineering Date: March 14, 2023 City of Santa Ana RFP Page A3-4 IwComprehensive. Innovative. Trusted. Proposal for On -Call Engineering, 35 RFP No. 17-083 pppr, .2 WrWILLDAN 62401 E. Katella Avenue, Suite 300 Anaheim, CA 92806 714.940.6300 800.424.9144 1 Fax:714.940.4920 www.wilidan.com EXHIBIT C COMPENSATION Consultant's Fee Proposal including hourly rates if applicable '40/WILLDAN March 25, 2023 City of Santa Ana Attn.: Sean Thomas Public Works Agency; M-36 20 Civic Center Plaza; Ross Annex Santa Ana, CA 92701 Subject: Fee Proposal to Provide On -Call Engineering Services, RFP No. 23-030 Dear Mr. Thomas: Willdan Engineering (Willdan) is pleased to submit this fee proposal to provide On -Call Engineering Services as identified in our technical proposal. Should you have any questions regarding the following fee proposal, please contact Mr. Tyrone Peter by mail at Willdan Engineering, 2401 East Katella Avenue, Suite 300, Anaheim, CA 92806; by phone at (714) 940-6300-1 by cell phone at (714) 393-1963-, or by email at tpeter(a�willdan.com. Respectfully submitted, Wilidan Engineering Vanessa Munoz, PE, TE President 910005/WW. 00.40/P2 3-07724159 714.940M00 1 800,424.9144 1 fax: 714.940.4920 1 2401 East Katella Avenue, Suite 300, Anaheim, California 92806-5909 1 www.wilidan.com WILLDAN ENGINEERING Will I L MAN Schedule of HOU rly Rates Effective Juiy 1, 2022 to June 30, 2023 MGM= Technik:at Aide 1 $74 Arp5islant Code Enfo-rcemQril Officer S9B Labor Gomplianca Specialist $132 Technical Aide 11 $96 Code Enforcement OffPcor $112 Labor Compliance Manager $166 Technic -al Aida 111 5115 Scmar Code Enforcement Officer 5132 Utility Coordinator $167 CAD Oporotor 1 $120� Su parvisor GDd e Enforcement $160 orflce Engineer 1 $133 CAD Operator 11 $13D Plans ExannnQr Aide 3105 Oftice Engineer 11 $148 CAD Operator III S154 Plans Examiner $160 Assistant Con5aruction Manager $145 GIS Analyst I S16D Senior Plans E)camlner $175 C on struacirl Manager 5168 GIS Analyst 11 $175 Assistant Gonstructibn Permit Specialist $112 $182 GIS Analyst 111 $185 Construction Permit Specialist $118 senior Construction Manager Environmental Analyst 1 $133 Senior Conshuction Permit Specialist $139 Resident Engineer 1 $189 Environmental Analyst 11 $14D Supervising Construction Permit $147 Resident Engineer 11 $196 Environmental Analyst 111 $159 Glawialist Project Manager IV $212 Environmental Specialist $171 Assistant Building Inspector $132 Deputy Director $220 Designer I $16D Building n5pactor... S147 Mractor $226 Designer 11 v6e. Senior Building Inspector S160 Senior Designer 1 $175 SupervIring Bullding lr�spector $175 Public works Obse'vef $113 Senior 0"k1ner I I S ,�4 Inspector of Record $1 B7 Public Works Observer $138 Design Manager $185 Deputy Building Ol Building Mcial slar $169 Senior Public Works Observer" S124 Senior Design Manager Project Manager 1 $18B $169 Plan Check EnginuT Sl B3 Senior Public Works Observer $138 Project Manager 11 S187 Supervising Plan Check En,gineer $185 Project Manager 111 $197 Principal Project Manager $215 Survey Arialyst 1 5139 Project Manager IV $2 12 Deputy Director S= S urvey An a lyst 11 $160 Principal project Manager $216 Director S226 Senior Survey AnalysA Si82 Program Manager 1 $187 S upervi &or - S u rvey & M a ppi ng $191 Program Manager 11 $199 CDBG Technician S7� Pdncipal Project Manager $216 Program Manager 111 $217 CDBGSpecialists $93 Assistant Engineer I $13a CDBG Analyst silo Assistant Landscape Archited $139 Assistant Engineer 11 S149 CDBG Coordivatur CDOG Manager V35 $166 Associate Lano!5Gape Architect 5160 Assistant Engineer 111 Assistant Engineer IV $157 $165 Planning Technician 3115 Senior Landscape Architect $175 A5soriate Engineer 1 3171) Assistant Planner $147 Principal Landscape Architect $185 A;&gociate Engineer 11 $177 Associate Planner �160 Pdnvipal Project Manager $216 Associate Engineer III Sial Senior Planner $182 Senior E ngi neer 1 $184 Pflnclpal Planner $189 Senior Engineer 11 $18a PlannIng Manager $201 Senior E ngirwer I I 1 319, Deputy Director 322D Senior E ngi naer IV $195 Dirento-r rT 322B Supervising Engineer $ 99 Traffic Engineer 1 $199 Administrative Assistant 1 $90 Trafflo Engineer 11 $212 Administrative Assistant 11 slog City Engineer I S212 Administrative Assistant 111 $127 City Eng i neer 11 S220- Project Acxountarrl 1 $102 Deputy Director S22() Project Accountant I I silo DirOCtOF $226 Pro]eGt Controller 1 $127 Principal Engineer $245 Project Controller 11 S143 "' ror Nvn-!Pre�ii ing Wage Project "' For Prevailirpii Wage Pmject MiWgejFieldVehidleu�sage Will be charged at the rate in accordance with the current FTR mileage rarrhbursemerl rate, wNect to negolialiov. Addilional billing dossificaWfls may teaddedl to the above lislingdonng the year as now posiliw�are creaW. ConwlWtion in connectionwith liligalion and udli be quoted wiparately. The above sch@dule is for sIraqN time- Gverlime will be &@rDad at 1.5 firnes: and Sundays and holidays, 2-01irrins the standard rates. glunprintIng, repFAijution, measenger services, and phntiqg Will be invoiced ol oosl pius fiftew percent (15%)- A sub consultant management fee of fifieen percent (1.5%) vvill be added to thadiract best of ail -ub cnnsuftarA samceg in piovidefor the Dast of adminlEtratim, cmncuftation, and coordinatinn- Volid July 1, 2022 thruJuna 30, 2023, thornaftar. the ialin may t�e raised to the valw I)etween the 12-monih % ��nange of the Consumer Prloe Index for the Los AngelevOronge County)SacramenwSan Francisoof$an Jose area and Q6wor prevailing wage the increase will be pBrthe prevailing wage increase set by the California DeWment of Industrial Relations. 3% R., 0e.N-202.2VW1 VVW I LLDAN GEOTECHNICAL $oil Technician (Prevailing Wages) $138 Sr. Soi I Technician (Prevail Ing Wages) S219 Geologist $176 superylsiv Geologls( $199 CAD Operator 11 $139 Assistant Engineer 1 $133 Assistant Engineer 11 $148 Assimant Engineer 111 $157 Senior Engineef 1 $184 Senior Engineer 11 $180 Senior Enigineef 111 $191 Supervising - Lab Inspector $130 Field Operations Maroger $140 Suiparyising Engi near S199 Principal project Manager $215 Principal Engineer S245 Special Inspe-,tion (Prevailing Wages) Sim Supervisor S158 WILLIDAN OF-OTEC H NICAL I MATE IUALS TESTI NO Prevailing Wage Schedule of Houdy Rates Effeotive JUy 1, 2022 to June 30. 2023 ADMINISTRATIVE Administrative Assistant 1 $90 Administrative Assistant 11 $109 Administrative Assistant 111 $127 Principal Ertgineer�Geoloqist S400 Staff assignments depend on availaMlity of Persornel. site focation, and the level of �psrience that vAll satisfy the tochniml requireimftnts of the project arbil met the prevailing standard of pfofessional care. The above setiedule is for straight time- Overtime will be cnargod at 1.5 limes. and Sundays and holidays, 2-0 times the standard Fates. Mileageirield Vehicle usage will lie charged at the Fate in a000rdanoe with the ourrmt FrR mileWe reimbursement rate, subjec� lo negotiation- Tr" lime lo and from the job site will be charged at the hourly raiss; for the appropriate personnel- BluepFinling, relpmduction. messenger sera�. and pi-inihirg will be invoi,;ed at cost plus fifteen pamani (15%�. A subcon;unant managemant fee of flft~ parceni (15%) will be added to the dira,�t wst of air sutoo�ulftarit sai-vk� to proWda fw the oust of adminiltiratian, ;oFt5willatign. and oggr4inixtign. Valid July 1, 2OZ2 thFU June �D, 2DZ3. thereaftef, the riMs Tnay 1�; rai5v-d Qmie.19 the valve Wlyvem t* 12-mQntl-i % aemgQ V the Consumer Price Index for the Los Arigeles�Orarkge CountySacramentd5an Francisc&San Jose area and Far prevailing Wage CIMS1111CAMM, Itip increase will be per the prevailing wage immso set: by the California Department of Industrial Relations 3% P- fi,iS12n22VM 40/WILLDAN -GEOTECHNICAL Soil Technioian JNon-Prevailing Wagas) $90 Sr. Soil TechnIclan (Non-Prevalling Wages) $110 Geologist W6 Sulpe4visil rig Geo4oglst $199 CAD Operator 11 $139 Assistant Engineer 1 $133 Assistant Engineer 11 $148 Assistant Engineer 111 $137 Senior Engineer 1 $184 Senlor Engineer 11 $180 Sanlor Engineef 111 $191 Supervising - Lab Inspector $130 Field Operations Mamger $140 Supervising - Lab Inspector $130 Supervising Engi near $199 Principal Projact Manager $216 Principal Engineer $24-5 Special Inspection (Non -Prevailing Wages) $87 Supervisor $158 WI LL DAN C E DTF C H NICA L I MATE R IALS TESTI NG Non -Prevail � Ing Wage Schedule of Houdy Rates Effective JUy 1. 2022 to June 30. 2023 ADMINISTRATIVE Administrative Assistant 1 $W Administrative Assistant 11 $109 AdminIstrative AssIstant 111 $127 PrIncipal Engirleerneologist S400 $Iaff aissignmerits depend on availability of personnel. site lqxatlon, and the level of experwQu that will satisfy the I"Ihnical requirements of the proi�d and "or the prevaiffing standard of professional care. The above schedule is for staight time- Overlirne. will be charged at 1.5firrn5, and Sunclays and holidays, 2-0tirries. the st8rd0rd rates. MileagefField Vehicle usage vAll be charged at the rate in accordancevoth the currant `TRrniI&,kgeroirnbursemerYt rate, subject to negotiation. Travel linne lo and frorn lhejoo so will W charged at the hourly rates for the opp"ate personnel. l3luepidinling. reprodalion. rineseengerseirvices. and pOnlingwIll be I nvoiced at oost plue ffteen percent (15%)- A subconsultairit Frianagernent fee of fiftem percent (15%)wdl be added to thedirectcostol all subcorisultant servkxs to providefur the cast of administration, consultation. and coordination- Valid July 1, 2022 lhfuJunc 30,2023. flieFealter, the rates may be raisedonce per year in the value belween t* 12-month %change orl' the Consurnari'doe, I rKlex for the LQ5 Ang&510range Cauntyr_,a,:;ramentd5an rrarxi5w�San J use am a and � 3% P fl;1GQU22VQ2 40/WILLDAN WILF-DAN GEOTECHNICAL I MATERIALS TESTING Unit Testing Rate Sheet Effective July 1, 2022 to June 30, 2023 Identification and Index Properties In -situ Moisture and Density (ASTM D2937) $30 per Test Grain Size Analysis — Sieve Only (ASTM D6913) $125 per Test Grain Size Analysis — Sieve & Hydrometer (ASTM D6913 & D7928) $200 per Test Percent Passive #200 Sieve (ASTM D1 140) $85 per Test Atterberg Limits — Multi Point (ASTM D431 8) $125 per Test Attarberg Limits — One Point (ASTM D4318) $85 per Test Specific Gravity i D854) $9D per Test Sand Equivalent (ASTM U2419) Compaction and Bearing Strength $90 per Test Modified Proctor Compaction — Method A or B (ASTM D1 557) $205 per Test Modified Proctor Compaction — Method C (ASTM D1557) $205 per Test Compaction 1216) $210 per Test California Bearing Ratio, CBR — 3 Points (ASTM D1 883) $525 per Test 1 Shear Strength $275 per Test Torvane I Pocket Penetrometer $21 per Test Direct Shear, Consolidated Drained — per Point (ASTIVI D3080) $100 per Test Direct Shear, Residual — per Point (ASTM D3080) $140 per Test Unconfined Compression (ASTM D2166) $145 per Test Unconsolidated-Und rained (UU) Consolidation, Collapse and Swell $170 per Test Consolidation — 8 Lead Increments w/ One Time Rate (ASTM D2435) $190 per Test Consolidation —Additional Load Increment (ASTM D2435) $35 per Test Consolidation —Additional Time Rate per Load Increment (ASTM D2435) $65 per Test Collapse Test — Single Point $75 per Test Single Load Swell Test — Ring Sample, Field Moisture i D45415) $85 per Test Single Load Swell Test — Ring Sample, Air Dried (ASTM D4546) $85 par Test Remolded Sample per Specimen $65 per Test Expansion index (ASTM D4829 i UBC 29-2) Laboratory Permeability $150 per Test Constant Head (ASTM D2434) $255 per Test Falling Head Flexible Wall (ASTM D5084) $310 per Test Triaxial Permeability (EPA 9100) $365 per Test Corrosivily i Resistivity, Sulfates, Chlorides) $190 per Test Organic Contents (ASTM D2974) Asphalt Tests $95 per Test Extraction /Asphalt (CTM 382) $210 per Test Hveam I Marshall Maximum Density (CTM 304, 308) $365 per Test Wash Gradation (CTM 202) $115 per Test Page 1 of 2 R- GIN2022 40/WILLDAN WILLDAN GEOTECHNICAL / MATERIALS TESTING Unit Testing Rate Sheet Effective July 1, 2022 to June 30, 2023 6'x 12" & 4"x8" Cylinder Compression Test (ASTM C39) $25 per Test 2", 4" & 6" Diameter Cores Compression Test $25 per Test Xxff" Cylinder Lightweight Concrete Compression Test (ASTM C495) $25 per Test Shotorete I Gurite Lab Coring & Compression Test (ASTM C42) $50 per Test Unit Weight of Hardened Lightweight Concrete (ASTM C567) $40 per Test Rapid Cure Concrete Cylinders (Boil Method) (ASTM C654) $45 per Test 2"x4" Mortar Cylinder Compression Test (ASTM C780) $25 per Test 2"x2" Mortar Cube Compression Test (ASTM C109) $25 per TeA 3"x6"Grout Prism Compression Test (ASTM C1019) $25 per Test CMU Grouted Prism Compression Test, up to S"x8"x16" (ASTM E447) $250 per Tost CMU Grouted Prism Compression Test, larger than 8"x8"x16" (ASTM E447) Steel Reinforcement $175 per Test Tensile or Bend Test, up to #8 (ASTM A370) $55 per Test Tensile or Bend Test, #9 to #11 (ASTM A370) $70 per Test Tensile or Bend Test, #14 (ASTM A370) Fireproofing $90 per Test Unit Weight (UBC: 7-6) $50 per Test Cohesion / Adhesion (UBC 7-6) $60 per Test Non -Destructive Testing (NDT) Dye Penetrant Testing $130 per Hour Ultrasonic Testing $130 per Hour Magnetic Particle Testing $130 per Hour Radiographic Test! ng Administrative Services Quote Sample Pickup from Field $65 per Trip Mix Design Review $315 per Mix Lab Test Report $25 per Report Field Vehicle Usage (by Soil/Asphalt Technician) $5 per Hour Field Nuclear Gauge Usage (by SoiliAsphalt Technician) $55 per Hour Page 2 of 2 11- GIN2022 EXHIBIT 10 CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND X ENGINEERING & CONSULTING, INC. FOR ON -CALL ENGINEERING SERVICES THIS AGREEMENT is made and entered into on this 16th day of May, 2023 by and between X Engineering & Consulting, Inc. ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On February 21, 2023 the City issued a Request for Proposal No. 23-030, by which it desired to retain a Consultant having special skill and knowledge in the field of - Professional Engineering Services on an on -call basis for the City's Public Works Agency. B. Consultant submitted a responsive proposal that was among those selected by the city. Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-030. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-030, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in "Scope of Services - Exhibit A", attached hereto and incorporated by reference, and as further described in Consultant's Proposal, attached hereto an incorporated herein by this reference as "Consultant's Proposal - Exhibit B". 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant's Fee Proposal, which is attached hereto and fully incorporated herein by this reference as "Compensation - Exhibit C". Consultant is one of fifteen (15) separate consultants selected to provide services on an on -call basis under RFP 23-030. The total compensation for services provided by all consultants selected under RFP 23-030 shall not exceed the shared aggregate amount of $3,000,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. Page 1 of 10 b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. Notwithstanding any contrary terms contained within Consultant's Fee Proposal, Consultant's fees shall not exceed 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws. 3. TERM This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to a one, two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with and limited to that degree of care and skill ordinarily exercised by members of the same profession currently practicing under similar circumstances at the same time and in the same or similar locality ("Standard of Care"), and in accordance with such Standard of Care, all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. Page 2 of 10 6. INSURANCE Consultant 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 Consultant, its agents, representatives, employees or subcontractors. a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section. b. Insurance coverage shall be at least as broad as: (i) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit 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. (ii) Automobile Liability: Insurance Services Office Form Number CA 000 1 covering, Code I (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage. (iii) Workers' Compensation insurance 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. (iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. (v) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. d. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions: Page 3 of 10 (1) Additional Insured 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 Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary 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 Consultant's insurance and shall not contribute with it. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. 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. (v) Self -Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. 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. (vi) Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than ANII, unless otherwise acceptable to the City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims -made basis: The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. Page 4 of 10 Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. 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 Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work. (viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix) Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors. (x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims Page 5 of 10 that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. Page 6 of 10 12. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assigm-nent, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. However, the City shall not be allowed to use such work product(s) until the City has made payment for all undisputed amounts owing to Consultant, unless the amount in dispute is the result of work which failed to meet the standard of performance specified in the Recitals of this Agreement. Page 7 of 10 b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Jennifer L. Hall Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 Page 8 of 10 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 Fax: To Consultant: Puneet Comar Founder & President X Engineering & Consulting, Inc. 6 Hutton Centre Drive, Suite 650 Santa Ana, CA 92707 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signatures on following page] Page 9 of 10 SIGNATURE PAGE FOR CONSULTANT AGREEMENT BETWEEN CITY OF SANTA ANA AND X ENGINEERING & CONSULTING, INC. FOR ON -CALL ENGINEERING SERVICES IN WITNESS WHEREOF, 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. CARVALHO City Attorney ,;�NATHAN T. MAIMNEZ Assistant City Attorney RECOMMENDED FOR APPROVAL: NABIL SABA Executive Director Public Works Agency CITY OF SANTA ANA KRISTINE RIDGE City Manager CONSULTANT: PUNEET COMAR Founder & President Page 10 of 10 EXHIBIT A SCOPE OF SERVICES Appendix ATTACHMENT I SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR ON -CALL ENGINEERING SERVICES RFP NO. 23-030 INTRODUCTION/BACKGROUND The City of Santa Ana intends to retain Civil Engineering Consultants on an as -needed or "on -call" basis. A Professional Services Agreement will be entered into with several of the qualified firms Civil Engineering consultant(s) to provide professional services for a variety of projects on an on -call basis. On an on -call, as -needed basis, the selected firm(s) may later be asked to provide professional engineering services proposals on specific, proj ect-by-proj ect basis, based on an agreed -upon specific scope of services and fees. In general, work consists of general engineering design projects. Funding sources for each project may vary for each project/task order assignment shall comply with the funding agency's requirements. The projects may include water and sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, traffic signal modifications; landscaping and irrigation systems; park and recreational design, grant application writing, and other related projects as required. On occasion, environmental and planning support services may also be requested. The City may need consultant services for mapping and legal description preparation, construction management, staking and inspection. Occasionally the City may also need gootechnical, electrical, mechanical, structural, and other specific infrastructure related services. The consultant shall be able to assist the City through this contract to provide the necessary services. The consultant shall utilize in-house staff and/or sub -consultants to complete the assignments to meet the City standards. For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. Prime consultant mark-ups for sub -consultant work will not be allowed, All proposals, plans, drawings, specifications, estimates, grant applications, and/or studies will be subject to the final approval and satisfaction of the City of Santa Ana. City of Santa Ana RFP 23-030 Page Al-1 Scope of Services The work consists of general engineering design and cost estimating for civil works projects, City facilities, Parks and other related projects as required, The work in general, consists of work in the following areas and not limited to: Civil- Design Transportation/Traffic Structural Geotechnical Land Surveying Architectural Landscape Architectural and Irrigation Environmental Electrical Mechanical Instrumentation and Control Systems Fire Protection Land Surveying Financial and Economic Consulting Engineering In addition to general engineering design projects Consultants may be asked to perform the following tasks: Hydraulic modeling of the water distribution, storm water, and sewer collection systems Evaluations, studies and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations, Electrical and industrial control systems evaluations, studies, drawings, documentation and recommendations Mapping Services Legal Description Preparations Grant Writing- Services Environmental/Planning Support Construction Management Support Pavement Management Special Engineering Studies/Reports/Compliance and Investigations Regulatory Compliance with Federal and State and Local Agencies Financial/cash flow analysis- public works programs Assessment and District Formation Services Sustainable Infrastructure Services Right of Way Studies If there are any exceptions to the core of requested services, proposers shall list said exceptions in their proposal (matrix form). City of Santa Ana RFP 23-030 Page A1-2 For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. The selected consultants must have the expertise, experience, and demonstrated resources available to perform the work described in this RFP. General Requirements and Project Deliverables The Consultant's services for plans specifications and estimating (PS&E) for engineering project preparation and special studies/investigations shall include and in be in conformance with the latest editions of the following: Title 24 of the California Code of Regulations (California Building Standards Code). American Water Works Association, California Department of Transportation, the Americans with Disabilities Act, the City of Santa Ana Municipal Code (SAMC), professional Standards established by the City, and or federal, state and local guidelines established in the project. As part of the preparation of the PS&E, the consultant shall prepare the special provisions pertaining to the items of work included in the plans that are not addressed on the latest editions of the applicable standards. The Consultant shall have complete responsibility for the accuracy and completeness of all documents and plans prepared. The plans will be reviewed by the City of Santa Ana for conformity with the requirements of the Agreement. Reviews by the City of Santa Ana do NOT include detailed review or checking of design or the accuracy with which such designs are depicted in the documents and the plans. The documents and plans furnished under the Agreement shall be of a quality acceptable to the City of Santa Ana. The criteria for acceptance shall be a product of neat appearance, well organized, technically and grammatically correct, checked, and dated and having the maker and checker identified. The Consultant shall have project management control procedures in effect during the entire time work is being performed under the Agreement. This task shall include the following: Project Management Plan — the consultant shall provide a detailed management plan including information and coordination with other agencies to ensure compliance and completion of the (PS&E) packages. This plan shall include all milestones and task breakdown for each of the tasks and subtasks included therein. The project management shall be submitted to the Project Manager for review and within 15 calendar days of the issued Notice to Proceed Deliverables Quality Control/Quality Assurance (QA/QC) Plan Project Schedule/invoicing Project Correspondence In case of conflict, ambiguities, discrepancies, errors, or omissions, the consultant shall submit the matter to the City for clarification. City of Santa Ana RFP 23-030 Page A1-3 The Consultant shall perform engineering design services resulting in contract documents (plans, specifications and cost estimates "PS&E") for various projects on an as -needed basis. However, work tasks may include studies or a variety of engineering tasks. If requested by the City, the Consultant shall provide a Work Plan which includes a detailed schedule of the assigned project prior to the issuance of Notice to Proceed and/or Task Order. Specific Task Orders with Notices to Proceed ("NTPs") will be provided for project(s) at the discretion of the City. Work required per Task Order shall comply with the Scope of Services and additional provisions in each Task Order and this agreement. The following services/items shall include, but are not be limited to: 1. Research existing records of utility companies and agencies and coordinate the proposed improvements with existing field conditions, 2. Conduct an environmental assessment for each project and prepare all documentation required to comply with California Environmental Quality Act (CEQA), and or National Environmental Protection Act (N-EPA). (If required) 3. Provide all field survey and topographic work necessary to complete the design effort. Design level survey and base mapping of the project site shall be prepared in US Customary English units by a California licensed Land Surveyor in accordance with the City guidelines and in Microstation V8i Computer Aided Design and Drafting (CADD) format. The horizontal datum shall be NAD 83 and the vertical datum shall be NAVD 88. All survey field notes shall be on forms provided by the City, shall be neatly completed in pencil, and shall become property of the City upon completion of the project. Informal field investigations including marking of removal areas may be required for some of the sidewalk, curb and gutter, and pavement replacement projects. 4. Complete the design of projects including plans, specifications, and engineer's construction cost estimate. The Consultant shall contact manufacturers and/or contractors to verify the engineer's estimate prior to submitting to the City. Specifications shall be prepared in Microsoft Word and an electronic copy of the final version shall be furnished to the City. The City will provide the specification boiler plate to the Consultant. 5. If requested, all preliminary and bid sets of plans shall be plotted on bond or velum paper using Microstation V8i CADD software program. All drawings shall be completed per the City of Santa Ana CADD Standards and any special provisions thereof. For interim submittals, the City may opt to receive only PDF versions of the plans for reviewing purposes. If so, the Consultant team will provide plans and/or specifications accordingly. 6. All original plan sheets, the title sheet of the specifications, calculations, and reports shall be signed and stamped by the Consultant's licensed professional engineer responsible/in-charge of the project. City of Santa Ana RFP 23-030 Page Al -4 7. If a part of the on -call project scope, the Consultant shall provide support services during the bidding and construction phases of the project, including, but not limited to: a. Respond to bidder inquiries during the bidding process, including preparation of any addenda. Following award of the construction contract, the Consultant shall attend the pre -construction meeting. b. Review and approve all submittals and shop plan drawings required supporting the construction contract. The Consultant shall complete shop drawings reviews within two (2) weeks of receipt. Contract Change Order reviews shall be completed within two (2) working days of receipt. c. Respond to written Requests for Information (RFI) to provide clarification or resolve discrepancies in the contract documents. Responses shall be completed within three (3) working days. d. Provide periodic field reviews and bring to the attention of the City of Santa Ana any defects or deficiencies in the work by the construction contractor which the Consultant may observe. The Consultant shall have no authority to issue instruction on behalf of the City of Santa Ana, or to deputize another to do so. 8. If included in the on -call project scope, upon completion of construction, the Consultant shall prepare as -built plans and submit them to the City. The Consultant shall incorporate all changes to the plans electronically with all necessary revision notations. Once plans have been updated, a signed set of as -built plans shall be submitted to the City with an electronic copy (in Microstation V8i CADD and pdf formats) of the final as -built drawings via CD ore - mail. 9. The Consultant shall monitor the project progress, maintain project files, and control the quality of the work performed by in-house staff and/or sub -consultants. Incomplete (not meeting targeted completion) or poor quality work will not be accepted. The Consultant shall ' revise the documents within a revised schedule set by the City, which may require overtime. No additional compensation necessary for the consultant to complete this work to the satisfaction of the City shall be approved by the City for the required revisions. It is the responsibility of the Consultant to produce a professional -level quality of work product. 10, If included in the on -call project scope, attend meetings with the City staff as required 11. If included in the on -call project scope, the Consultant shall coordinate plan check, design topics, permits and any other issues with the City, other Agencies, and all utility companies as required. At the direction of the City, the Consultant shall be the liaison with affected agencies. 12. If included in the on -call project scope, the Consultant shall be responsible for reviewing and approving addenda and clarifications to plans and specifications. All information regarding the plans and specifications and or documentation related to the project and approved by the City, will then become property of the City. City of Santa Ana RFP 23-030 Page A1-5 A more detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. All tasks orders shall include the staff title, hours, hourly rate and totals as related to the project. Construction Plans, Standard Specifications and Estimate (PS&E) Preliminary Design - Attend project scope meeting with City Staff to review project details. Consultant shall field review, inspect and conduct all necessary surveys to prepare a Preliminary Design Report (PDR) or alternatives, preliminary cost estimate and preferred alternative as requested by the project manager. A (PS&E) package shall be submitted to review at 30% design for independent City review A (PS&E) package shall be submitted to review at 60% design for independent City review A (PS&E) package shall be submitted to review at for FINAL independent design review. The City will review and comment on the PS&E packages with a turnaround goal of (2) weeks. One (1) copy of the documents with comments will be returned to the consultant. Unless, several agencies are involved in the review process multiple documents with comments will be provided to the consultant. After the final design comments have been incorporated the consultant shall provide the City with final (PS&E) package ready forbid. See Section - General Requirements and Project Deliverables Section. Proiect Schedule and Progress: Progress review meetings shall be held at intervals deemed appropriate by the City. The Consultant shall furnish two copies of all completed work or partially completed update/status since the last progress review meeting. Progress reports shall be submitted monthly in electronic format indicating achievements and project schedule progress. Ci1y Responsibilities: The City will provide information 'in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein. a Furnish scope of work and provide general direction as needed for the assigned project a All plan check coordination within the City a Advertise, award, and administer of construction contract 0 Electronic files (sample plans & specifications, City of Santa Ana's CADD Standards) 0 Electronic files for title sheets and sheet borders a Facilitate meeting space and coordination and City facilities City of Santa Ana RFP 23-030 Page A1-6 Fee Pronosal: In addition to Section W.B.3 (Submittal Requirements: Fee Proposal) fee schedule shall be structured as follows: The fee proposal shall include the firm's standard hourly fee schedule, and/or project fee schedule where applicable and as outlined in this this documents. A list of all positions and hourly rates required to perform the services described herein shall remain valid for one (1) full calendar year following contract execution. Subsequent rates shall be renegotiated between the firm and the City. Amore detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. Other Ternis and Conditions: 1. The project will be implemented in compliance with the City of Santa Ana's policies, as well as Prevailing Wages and State/Federal Requirements. 2. The City regards the inclusion of California based designs, engineering, and construction professionals, facilities, and services as part of the Team to be highly desirable, but not mandatory. 3. The City reserves the right to amend this Request for Proposal by addendum prior to the final dates of submission. 4. All reports, proposals, or other data or materials which are submitted shall become the sole property of the City of Santa Ana with the exception of the confidential Financial Capacity information and scaled fee proposals which will be returned to all proposers after award of contract to the selected Team 5. All products used or developed in the execution of any contract resulting from this request will remain in the public domain at the completion of this project. 6. The City has an affirmative action program, The purpose of the affirmative action program is to encourage certified minority business enterprises and women business enterprises. All submitting firms must have established affirmative action programs approvable by the City. During the RFP stage, all firms will need to complete a "Certification of Non -Discrimination by Contractors" for each firm on their team. City of Santa Ana RFP 23-030 Page AIJ EXHIBIT B CONSULTANT'S PROPOSAL STATEMENT OF QUALIFICATIONS RFP #23-030 CITY OF SANTA ANA MARCH 14,2023 X ENGINEERING & CONSULTING, INC. 6 Hutton Centre Drive, Suite 6SO Santa Ana, California 92707 949.522.7100 1 xengineeringinc.com a. Cover Letter I STATEMENT OF QUALIFICATIONS I SECTION 1 COVER LETTER March 14, 2023 City of Santa Ana Public Works Agency 20 Civic Center Plaza, M-36 Santa Ana, CA 92701 RE: STATEMENT OF QUALIFICATIONS FOR ON -CALL ENGINEERING SERVICES (RFP #23-030) To whom it may concern: X Engineering & Consulting, Inc. has prepared this Statement of Qualifications to become an approved vendor with the City of Santa Ana (City) Public Works Agency (Agency). X Engineering & Consulting, Inc. is a civil engineering firm based in Santa Ana, CA, with a technical focus on infrastructure and land development projects for public agencies and municipalities as well as private entities. We implement thoughtful, creative, technically sound and environmentally sensitive designs to create enduring products that meet our clients' goals and make positive contributions to our community. In 2018, X Engineering opened for business and currently maintains a strong financial position with no outstanding or pending judgments. Our portfolio includes public improvement, master plan communities, multifamily residential, mixed -use and hospitality projects in Orange, San Diego, Riverside, San Bernardino and Los Angeles Counties. Our services include, but are not limited to, infrastructure design, grading and drainage, entitlements and CEQA support, roadway improvements, wet utility design, survey and mapping and storm water management. In addition to the aforementioned services, we provide compliance consulting for industrial facilities pursuant to the National Pollutant Discharge Elimination System, Clean Water Act, and other federal, state and local regulations. Our Geomatics practice, led by Director of Geomatics Gerald "Jerry" Anderson, LS, brings decades of experience with public agencies within Orange County on completed public improvement projects, supporting the County's real property service needs, right -of -entry access, and easement documentation. Founder and Principal Puneet Comar, PE, QSD, is a registered civil engineer in the State of California. Mr. Comar holds a Bachelor of Science in Civil and Environmental Engineering and has over 20 years of civil engineering and consulting experience within the southern California region. He will serve as Principal in Charge and the main Point of Contact for all civil engineering services provided to the City, as well as the holder of legal authority to bind the company. We have prepared this Statement of Qualifications to provide you with an overview of our company and acquaint you with our general qualifications and specialized expertise related to the City's current and future needs. Sincerely, X Engineering & Consulting, Inc. Founder and President 949.522.7100 puneet.comar@xengineeringinc-com X ENGINEERING & CONSULTING, INC. 1 Table of Contents Table of Contents 1 SECTION 1 1 STATEMENT OF QUALIFICATIONS a. Cover Letter ble. Contract Agreement Statement / Willingness to Comply with Agreement Terms c. Firm and Team Experience d. Understanding of Need f References 20 SECTION 2 1 SCOPE OF SERVICES AND SCHEDULE 21 SECTION 31 FEE PROPOSAL 22 SECTION 41 CERTIFICATIONS Attachment 3-1: Non -Collusion Affidavit Attachment 3-2: Non -Lobbying Certification Attachment 3-3: Non -Discrimination Certification 27 APPENDIX Resumes b/e. Contract Agreement Statement / Willingness to... I STATEMENT OF QUALIFICATIONS I SECTION 1 CONTRACT AGREEMENT STATEMENT / WILLINGNESS TO COMPLY WITH AGREEMENT TERMS X Engineering & Consulting, Inc. understands that the firm(s) contracted with the City via this Request for Proposal #23-030 shall be retained on the basis of having special skill and knowledge in the fields of civil design, transportation/traffic, structural engineering, geotechnical engineering, land surveying, architecture, irrigation, environmental engineering, electrical engineering, and mechanical engineering. We acknowledge that we are skilled and knowledgeable in our field and that any services we perform under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in this field. We are able and willing to perform such services, tasks and obligations (including all labor, materials, tools, equipment, and incidental customary work) required to fully and adequately fulfill the terms of this Agreement with the City. X ENGINEERING & CONSULTING, INC. 3 c. Firm and Team Experience I STATEMENT OF QUALIFICATIONS I SECTION 1 FIRM AND TEAM EXPERIENCE X Engineering & Consulting, Inc. (XEC) is a civil engineering firm of 30 devoted team members based in Santa Ana, CA, focused on land development and infrastructure projects for public agencies and municipalities as well as private entities. We implement thoughtful, technically sound and environmentally sensitive designs to create enduring products that meet our clients'goals and make positive contributions to our community. Principal Puneet Comar, PE, QSD, and Senior Project Manager Eric Lissner, PE, the founders of X Engineering, envisioned a practice that values collaboration, professionalism, innovation, experience and integrity. We believe that when a diverse team with fresh perspectives works together in an environment that is both challenging and rewarding, exceptional results are achieved. In 2018, X Engineering opened for business. Our growing portfolio includes public improvements, survey and mapping services, storm water management, master plan communities, mixed -use, and hospitality projects throughout southern California. Additionally, we provide compliance consulting services for industrial facilities pursuant to the National Pollutant Discharge Elimination System, Clean Water Act, and other federal, state and local regulations. X represents the intersection of civil engineering, land development, client experience, and professional fulfillment. Together, these form the foundation for the work we do. See following page for organization chart. To view key personnel resumes, refer to Appendix. Project Manager / Principal Agent FAssociates in Charge9w Puneet Comar, PE, QSD, Principal . Eric Lissner, PE, Senior Project Manager . Bryan Redsun, PE, QSD, Project Manager - Suleen Lao, PE, Project Manager Key Personnel 0 Gerald Anderson, ILS, Director of Geornatics • Paul Hacunda, PE, QSD, Senior Engineering Manager • Tony Perez, Senior Engineer • Christopher Shyy, PE, Project Engineer Firm Size • Selwyn Harsono, PE, Project Engineer • Travis Hicks, EIT, QISP, Storm Water Project Technical Admin Manager 5Managers 21 Staff 4Staff X ENGINEERING & CONSULTING, INC. 4 SECTION 1 1 STATEMENT OF QUALIFICATIONS I c. Firm and Team Experience Organization Chart X Engineering & Consulting (XEC)'s leadership is comprised of trusted advisors whose technical expertise and open-door accessibility ensure the professional excellence of the entire team and the value provided to our clients. We are members of the American Society of Civil Engineers, Urban Land Institute, Building Industry Organization of Southern California, and California Storm Water Quality Association. Below is our select team of qualified professionals to support the City of Santa Ana's engineering service needs. Each team member's name, title, and percentage of time devoted to a given project by the City are listed below. MSANTA ANA Primary Contact PUNEET COMAR, PE, QSD PROJECT MANAGER 1PRINCIPAL AGENT 10-15% ERIC LISSNER, PE SENIOR PROJECT MANAGER _; , 0 % PAUL HACUNDA, PE, QSD KEAH-YING LIM, PE, PHD SENIOR ENGINEERING MANAGER STORM WATER ENGINEER 25% 40% TONY PEREZ TRAVIS HICKS, EIT, QISP SENIOR ENGINEER STORM WATER MANAGER 25% 25% SELWYN HARSONO, PE CHRISTOPHER SHYY, PE PROJECTENGINEER PROJECT ENGINEER 20% 25% GEOMATICS CAD / TECH / GIS AA G RALD ANDERSON, LS JAMESLORD DIRECTOR OF GEOMATICS CADIBIMMANAGER 30% 25% JASON ANDERSON CHIEF OF PARTIES 25% JON COCKRIEL MAPPING TECHNICIAN 20% 5 X ENGINEERING & CONSULTING, INC. d. Understanding of Need I STATEMENT OF QUALIFICATIONS I SECTION 1 UNDERSTANDING OF NEED Approach Our approach here at X Engineering & Consulting, Inc. (XEC) is to always do what is best for the project while maintaining the highest level of design quality and service for the City and the surrounding community. Understanding how the project will be constructed as well as how the post - project condition will be experienced by the end user and contribute to the local community is a critical component to our approach on each project. Once we have understood the ultimate goals and objectives of the City for each project, we can leverage past experiences and expertise to develop a Project Management Plan (PMP). As a trusted partner to the City, our role will be to present our Project Management Plan to the City for approval and then implement the plan to completion. See diagram following this section. Since our establishment, XEC has continued to refine our process for the life cycle of each project to ensure the journey is as harmonious as possible from start to finish for the City, ourselves, and the various project consultants. The project deliverables as defined in the scope of services for each project will be presented to the city at 30%, 60%, & 90% completion. Comments and input from the City will be discussed and integrated into the design at each stage. The PMP will also be updated as applicable upon receiving comments at the 90% stage, ensuring the final modifications are completed and delivered to the City in an organized fashion. XEC shall perform an internal Quality Assurance/ Quality Control (QA/QC) review at each deliverable stage as shown in the Implementation phase of the PMP. The review will be performed by Senior Engineering Manager Paul Hacunda, PE, QSID, who brings over 40 years of experience in both public and private sector projects. Items identified in the QA/QC process that need City input will be provided to the City in technical documents with supporting exhibits to allow the City to respond in a timely and concise manner. (continued on T0110wing page) X ENGINEERING & CONSULTING, INC. 6 SECTION 1 1 STATEMENT OF QUALIFICATIONS I d. Understanding of Need (continued from previous page) An initial project scheduling will be prepared at the Project Understanding phase of the PMP and presented to the City for review and input. XEC uses Microsoft Project for preparing schedules. This software, coupled with our weekly workload meetings, will allow XEC to allocate adequate staff to keep to the project on schedule. Any design changes or project impacts that may result in a deviation from the schedule shall be brought to the City immediately. In the event of a project falling behind the agreed upon schedule, XEC will utilize additional staffing and resources, including nights and weekends when needed, to redirect the project back on schedule. XEC also utilizes Deltek Ajera to manage project budgets, project accounting and invoicing. The dedicated Project Manager will have access to real-time budget information on each project, which can be provided to the City upon request. This sophisticated software allows XEC to track and ensure each project stays within budget. File management is essential to the success and accuracy of communication and interaction with each member of the team. XEC maintains standards and consistency for projects as they relates to file naming conventions, organization, and documentation. This also includes our CAD standards, which contain our drafting and layering standards, Civil 3D design standards, plotting standards, and quality control criteria. XEC uses Newforma for email and data filing as well as for file transfers. With Newforma, all project correspondence is automatically saved within the project folder for easy access if ever requested of by the City. XEC has developed a reputation as a boutique engineering firm, known for providing exceptional client service and experience in addition to the quality of work we deliver. This philosophy is taught and practiced throughout the company at every level. Each team member at the company is expected to treat their respective supervisor as their client. Managing Principal and President of the company Puneet Comar is available 24 hours a day for XEC clients and XEC staff. Deltek. *�'NEWFORMA. A AUTODESK': ALITOCAR" CIVIL 31)": 7 X ENGINEERING & CONSULTING, INC. d. Understanding of Need I STATEMENT OF QUALIFICATIONS I SECTION 1 Project Management Plan (PMP) 1. Goals 2. Design constraints 3. Schedule 4. Budget 5. Team 6. Stakeholders 7. Challenges 1!7nderstanding 1. Host Kick -Off Meeting 2. Delegate responsibility 3. Define/Clarify deliverables 4. Obtain "buy -in" from team 5. Confirm schedule 6. Perform work 7. Check in regularly 8. QA / QC 9. Project deliverable 7 M - I mplementation 1. Define scope 2. Assemble team 3. Sequence events 4. Prepare schedule 5. Estimate cost 6. Present to City MffPlanning I 1. Final documents 2. Updated costing 3. Construction sequencing 4. Construction administration ruenvep L J 1. Project closeout / debrief 2. As -Built Plans 3. Maintenance review 4. Community input The above Project Management Plan (PMP) details our step-by-step process at every phase of a project's life cycle. Once we have understood how the project will be constructed and how its post -project condition will be experienced by the end user and contribute to the local community, we gain a better grasp of the City's goals and objectives and tailor the below plan to the project. We ensure that these steps are kept on every project, for every client, by every team member as an XEC standard. X ENGINEERING & CONSULTING, INC. 8 SECTION 1 1 STATEMENT OF QUALIFICATIONS I d. Understanding of Need Tasks Necessary for Completion At X Engineering & Consulting, Inc., we work closely with our client to achieve client and project goals. We will work with City of Santa Ana's Public Works Agency to establish relationships with relevant staff and provide project budget, schedule, and technical documents. X Engineering's approach and capabilities highlighted below have helped meet client needs and resulted in well -executed project delivery. • Work with client and stakeholders to establish project goals • Project Management Plan • Proactive project communication • Develop project budget based on project goals • Expert public improvement technical abilities • Quality control procedure • Prepare quantity estimate • Milestone project delivery Deliverables XEC has valuable experience preparing plans, specifications, and estimates for various Cities, Counties, and related agencies which includes providing conformance with California Building Code, ADA, APWA Greenbook, AWWA, Orange County Flood Control District, and Santa Ana Regional Water Quality Control Board (WQMP) requirements. XEC has experience preparing project specifications in Greenbook format as well as ASI specifications. Our team prepares plans in AutoDesk Civil3l) in accordance with our drafting standards and the City's standards. We use the latest Civil3D techniques regarding grading features for sites and corridors, pipe networks for underground utilities, dynamic labels for accuracy, and a sheet set manager for plan set production. XEC delivers clear and concise drainage and water quality reports for a wide variety of public and private projects. Hydrology and hydraulic calculations are prepared using Civil3D in which our team members have extensive experience as well. We prepare project schedules in Microsoft Project with project milestones, critical paths, and task breakdowns. Our project managers consistently provide the client and team with an up-to-date project schedule, making project communication a major priority. Project managers also provide regular project updates via email before they are requested. All correspondence, including meeting minutes, letters, emails, and reports are filed in accordance with XEC's document production standards to help keep the project team organized and informed. il X 9 X ENGINEERING & CONSULTING, INC. d. Understanding of Need I STATEMENT OF QUALIFICATIONS I SECTION 1 Suggestions / Concerns We have no suggestions or special concerns pertinent to this RFP that the City should be aware of at this time. Assumptions / Exclusions We have identified no assumptions and/or exclusions to be used in preparation of the scope of work and associated fee estimate pertinent to this RFP at this time. Relevant Projects The following eight (8) pages furnish our relevant projects completed in the last five (5) years, highlighting significant work with public agencies. Project information includes project description, project location, year completed, and client name and contact information. X ENGINEERING &CONSULTING, INC. 10 X Engineering's Director of Geomatics Gerald "Jerry" Anderson, LS, maintains a long and successful professional relationship with various Orange County public agencies. His keen knowledge of County standards and procedures, as well as existing relationships with the Department's team members, equip the X Engineering Geornatics Team well to support the County's ongoing public improvement projects. Below, Mr. Anderson and team were responsible for contacting fringe customers within the SCE/City of Anaheim "Fringe Service" areas, preparing legal descriptions, easement deeds and plats. They obtained executed and notarized easement deeds prior to the conversion. Contacted fringe customers within relevant "Fringe Service" areas and prepared legal descriptions, easement deeds, and plats as part of City's Underground Conversion Program. Yellow boundary indicates project limits REFERENCE AGENCY City of Anaheim Public Utilities Department DATES OF SERVICE June 2019 - June 2020 CONTACT Cheryl Sanders I Real Property Analyst, City of Anaheim Public Utilities Department, 714.765.4159 11 X ENGINEERING & CONSULTING, INC. d. Understanding of Need I STATEMENT OF QUALIFICATIONS I SECTION 1 RIGHT -OF -ENTRY ACCESS & EASEMENT DOCUMENTS ANAHEIM, CALIFORNIA 151 Owl., - ±Ir imp f Abl— Xr: X Engineering prepared construction documents for 2500 linear feet last lane public street improvements for the west side of Archibald Avenue from Merrill Avenue to Eucalyptus Avenue. Beyond the curb, the design included sidewalk with curb ramps, parkways, two bus turn outs, a multipurpose trail, and a 24-foot neighborhood edge that connects to a residential development. Enhanced concrete pavement was designed for curbs at intersections to support heavy truck traffic. X Engineering also provided management and coordination for the ultimate condition signal improvements at three intersections. Signing/striping and street light plans were prepared to complement physical improvements and support traffic movement. Catch basins were also included within the improvement plans, which were designed to be constructed around existing storm drain stubs. Parkway, sidewalk and multi -use trail looking northbound on ArchibaldAvenue RFFFRFN1rE AGENCY City of Ontario, Engineering Department DATES OF SERVICE January 2018 - June 2019 Last lane improvements looking southbound on ArchibaldAvenue CONTACT Jesus Placentia I Senior Associate Civil Engineer, City of Ontario, 909.395.1218 13 X ENGINEERING & CONSULTING, INC. X Engineering prepared construction documents for the design of approximately 2700 linear feet of an 18" domestic water line beneath a partially constructed roadway, Chino Avenue. The design included removal of an existing 16" domestic water line and replacement with an 18" line. Additionally, removal of a connection between the existing water line and a separate domestic water line within a different pressure zone was required. The project team coordinated closely with the Ontario Municipal Utility Company (OMUC) to ensure minimal water shut offs and to provide design solutions that would allow for future extension. X Engineering prepared the design for two additional water lines within Chino Avenue which include a 12" domestic water line and an 8" recycled water line. An alternative alignment study was also prepared and will be presented to OMUC in an effort to find a feasible alignment for the two water lines. The preferred alignment will minimize and avoid impacts to existing physical structures, eliminate the need for excess right-of-way acquisition, and maintain compliance with the Division of Drinking Water requirements. EX. R/W EX. R/W FUTURE R/W 88' 44' 44' FUTURE FINISHED SURFACE EX. GROUND EX. FINISHED SURFACE BY OTHERS I EX. WALL 12' 32' 1 1 32' 12' EOP 5 (±5') EX 8' 6' 12' 6' 14' 6' 6' SWLKT EX. 8" Q&G /1 4.7 6' 'oo 4.83' FUTURE 8" C&G EX. 12" DW '8.25' ?QW fEX.16" TO BE REMOVED FUTURE 16" RW PROP. 18" DW 8.38 t72"SD 12.88' BY OTHERS b EX. BY OTHERS -EX.1 5" SS CHINO AVENUE rk� SCALE: 1"=10' FROM STA. 232+67.59 TO STA. ±247+92.46 Underground wet utilities cross section in Chino Avenue REFERENCE AGENCY City of Ontario, Engineering Department - Ontario Municipal Utility Company DATES OF SERVICE June 2019 - June 2020 CONTACT Jeff Krizek I Associate Engineer, Ontario Municipal Utility Company, 909.395.2697 X ENGINEERING & CONSULTING, INC. 14 X Engineering & Consulting, Inc. prepared construction documents for 1800 linear feet of partial public street improvements of Haven Avenue from Schafer Avenue to approximately 800' north of Aspen Street in the City of Ontario. Approximately 1 000'of improvements included 72' of street width improvements of the overall 124' right-of-way. The remaining 800'of improvements include a pavement transition which directs traffic back to the existing 22'wide roadway. In addition to standard curb and pavement solutions, partial improvement design features included a 27' parkway with a 5' sidewalk, two bus turnouts, signal improvements, and two intersections. Sign ing/stri ping and street light plans were prepared in support of the physical improvements and traffic movement, which were completed under the management of X Engineering. View of Haven Avenue REFERENCE AGENCY City of Ontario, Engineering Department DATES OF SERVICE June 2019 - June 2020 View of Haven Avenue CONTACT Naiim Khoury I Project Manager -Associate Engineer, City of Ontario, 909.395.2145 15 X ENGINEERING & CONSULTING, INC. X Engineering prepared construction documents for 1700 linear feet of full width, 128'wide public street improvements from the Cucamonga Channel to Archibald Avenue in the City of Ontario, California. The improvements support a 432-lot residential development to the north and an approximately 50-acre industrial development to the south. Both the north and south side of Merrill Avenue required driveway design to provide appropriate infrastructure for the respective developments. In addition to standard curb pavement improvements, design features included a 12' parkway with a 5'sidewalk, an 8' multi -use trail, a bus turnout, and an interim design at the Cucamonga Channel junction which allows for seamless connection to a future bridge expansion project. Sign i ng/striping and street light plans were prepared to complement physical improvements at the shared intersection of the residential and industrial developments. Traffic signal modifications at Archibald Avenue were also completed under the management of X Engineering. Close coordination with the City of Ontario, multiple developers, engineering consultants, dry utility consultants and construction administrators was required for the preparation of design plans in order to successfully complete the Merrill Avenue public improvements. X Engineering ensured all city design standards were met. Parkway sidewalk and multi -use trail looking westbound on MerrillAvenue REFERENCE AGENCY City of Ontario, Engineering Department DATES OF SERVICE January 2018 - June 2019 New signal improvements for MerrillAvenue and Charlotte Avenue looking north- bound on Charlotte Avenue. CONTACT Jesus Placentia I Senior Associate Civil Engineer, City of Ontario, 909.395.1218 X ENGINEERING & CONSULTING, INC. 16 X Engineering provided construction documents for widening of a frontage road adjacent to Centre City Parkway in Escondido, CA. The scope of work included design of 700 feet of public storm drain system to connect existing median inlets to a regional storm drain system; X designed a storm drain that was considered the most efficient and least invasive to the relevant stakeholders. Additionally, 600 linear feet of sidewalk improvements were required to be installed to strengthen the local transit network. Overhead electrical lines were also required to be undergrounded along the frontage as part of development activities. Construction of improvements began in February 2022. X Engineering continues to provide construction and design support for the project on an ongoing basis. Storm drain installation REFERENCE EX. EDGE OF PAVEMENT EX. 41 EX. 35' CENTRE CITY PARKWAY VARIES EX. 18" 2CYC"' WATER � EX. WESTERLY CURB LINE CONSTRUCTION EX PROP S. ESCONDIDO CENTER LINE R/� R/W 44.5 , BLVD ±41' 1 1'R/W J ±6' EX. IDEDICATIC� MEDIAN ±20' 22' 5.5' 4.4' '7 ±13 * 2' EX * SWLK PKWY EX 50 PAVEMENT 5 TO REMAIN P� MAY �7 TO BE REMOVE f4- --T MIN. IF 2% EX, 12" WATE �4GAS LJ �X EX, 10" X. FORCE SEWER MAIN ESCONDIDO BLVD �A FROM STA 101+67 TO STA 104+79 STREET CLASSIFICATION: LOCAL COLLECTOR APPLIED TRAFFIC INDEX (Tl)=-6 NOTE: TRAFFIC INDEX PER CITY OF ESCONDIDO STREET DESIGN STANDARDS Snapshot of entire project site including frontage street Escondido Blvd AGENCY City of Escondido, Engineering Department DATES OF SERVICE February 2021 -April 2022 CONTACT Owen Tunnel I Assistant City Engineer, City of Escondido, 760.839.4651 17 X ENGINEERING & CONSULTING, INC. X Engineering & Consulting, Inc. prepared construction documents for approximately 2,800 linear feet of full width, 130.5'wide public street improvements, along with approximately 4,400 linear partial with improvements to join to existing roadways, within the County of Riverside. This regional roadway system is a highly desired corridor by the county, which also includes an eighteen -foot wide median and a super elevated designs along the 1600' radii curved alignment. In addition to standard curb pavement improvements, design features included up to 23.5 parkways with a 5'sidewalk, a 12' multiuse trail, and two bus turnouts. Sign i ng/striping and street light plans were prepared to complement physical improvements at the shared intersection of the residential developments. Within the 2,800 linear feet of roadway improvements, X Engineering prepared the construction documents for the regional wet utility facilities to include a 7'wide x 4' high reinforced concrete box carrying up to 265 cfs, an 18" domestic water line, an 8" sewer line, and a 6" sewer force main. Local approving jurisdictions include Riverside County transportation Department, Riverside County Flood Control, and Eastern Municipal Water District. REFERENCE AGENCY Riverside County Transportation Department DATES OF SERVICE June 2021 - present CONTACT Benjie Cho I Senior Civil Engineer, Riverside County, 951.955.6885 / nis renclenng /v i z5 X ENGINEERING & CONSULTING, INC. 18 SECTION 1 1 STATEMENT OF QUALIFICATIONS I References REFERENCES The following three (3) public agency contacts have experience and rapport with X Engineering & Consulting. We have provided similar work to them within the past five (5) years. Vinh Tran, PE, Electrical Systems Designer City of Anaheim Public Utilities Department tran@anaheim.net Benjie Cho, PE, QSD-P, ToR, Senior Civil Engineer/WQMP Manager Riverside County Transportation Department bcho@rctlma.org Mike 113hatanawin, PE, Associate Engineer City of Ontario mbhatanawin@ontarioca.gov `R�NCH COU MAHURY PARK �7 WILLAflD Orange Count y 31 b I Sc hool of t he A rtS In-N-OUT Bulger RTESIA PILAF? WCv�Crh-D: 103 T MALIUR Y PARK it y �n 31-0 a ty 1h A S V, _ - nge GO# 13 Cn se 9 2D Civic Center P1 oonjovwn Santa conskilad M. FLOWER PARK 91AnaiHistwic[District —,st Furidarn61 3A BONITA ININGER PAR 11r.i. St PICO-LQW�LL WB',.v3-. T CIFIC PARK i h, P A NC igate market LYON STREET Bristol Swap Mall 9 W ?&F-ki-A- CORNERSTONE VILLAGE ZONS miD-CiTy WILSHIRE Roger Durn G� SQUARE mater De, -iigh School Cre�jer 8 —rw A,, ADISON PARK The Home Depot 19 R15min BROOKH OL --A�e DELHI BUSINESS�F/aF, SL� er Cho* THORNTON PARK AL019 0 CLASSIC SOUTH erSIrOM H,gh School SOUTI� COAST fthur Bhod METRO 3nOS Little ItalY 11 Coast plaug o,o nqe cou n ty Museim of Art A— BIN 6 Buy 9 Eftards 4�- C. esc ences Corp 9 i Centre Prive Pd Ri N Pi' H -V 'I- BUSINESS -)P4PLr X Engineering & Consulting, Inc. is locatedjust over four (4) miles away from the City of Santa Ana Civic Center This proximity allows us to perpetuate our company's standard of efficient service and proactive communication. 19 X ENGINEERING & CONSULTING, INC. SCOPE OF SERVICES AND SCHEDULE I SECTION 2 SCOPE OF SERVICES X Engineering & Consulting, Inc. (XEC) is experienced in and prepared to provide the City of Santa Ana with the following requested on -call engineering design services: • Civil design • Land surveying • Hydraulic modeling of the water distribution, storm water, and sewer collection systems • Evaluations, studies and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations • Electrical and industrial control systems evaluations, studies, drawings, documentation and recommendations • Mapping services • Legal description preparations • Grant -writing services • Environmental/planning support • Construction management support • Pavement management • Special engineering studies / reports / compliance and investigations • Regulatory compliance with federal and state local agencies • Financial / cash flow analysis - public works programs • Assessment and district formation services • Sustainable infrastructure services • Right-of-way studies Upon entering into a contract for a specific scope of work, we model our schedule against our XEC standard Project Management Plan (PMP) seen in the previous section. As seen in the PMP, we prepare an initial project schedule at the Understanding phase and furnish it for the City to review. Utilizing Microsoft Project and holding weekly workload meetings to allocate staff adequately allows us to consistently keep our projects on schedule. Should any deviations from schedule arise as a result of any design changes or project impacts, the City shall be notified immediately. In the event that a project schedule is delayed, XEC utilizes additional staffing and resources, including nights and weekends when needed, to restore the project's timeline. X ENGINEERING & CONSULTING, INC. 20 CERTIFICATIONS I SECTION 4 CERTIFICATIONS Per RFP requirements, we have enclosed wet signed required certifications after this page. X ENGINEERING & CONSULTING, INC. 22 Appendix ATTACHMENT 3-1: NON -COLLUSION AFFIDAVIT CERTMCATIONS NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, 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 bid are true; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged infonnation 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 bid. Note: The above Non -collusion Affidavit is part of the Proposal. Signing this Proposal on the signature portion thereof shall also constitute signature of this Non -collusion Affidavit. BIDDERS are cautio �Fd that aking a false certification may subject the certifier to criminal prosecution. Signed State of California County of Orange Subscribed and swom to (or affinned) before me on this 14 day of M-arch-1 20�1 by I—,;(— V L'-s�Sne—, proved to me on the basis of satisfactory evidence to be the person(s) who appeared before nie. BRANDON U. I.EgN Notary Public - Cali ornia Orange County Commission # 2409574 MY COMM, Expires Jul 29, 20261 Notary Public Signature Notary Public Seal City of Santa Ana RFP Page A3-1 Appendix ATTACHMENT 3-2: NON -LOBBYING CERTIFICATION CERTIFICATIONS The prospective participant certifies, by signing and subrnitting 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 any 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, loan or cooperative agreement, the undersigned shall complete and submit a "Disclosure of Lobbying Activities". 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 13 52, Title 3 1, U. S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $ 10,000 and not more than $ 100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $ 100,000 and that all such sub recipients shall certify and disclose accordingly. Firm X Engineering & Consulting, Inc. Signed and Printed Name: Title Principal Date March 14, 2023 Puneet Cornar, PE, QSD City of Santa Ana RFP Page A3-2 Appendix ATTACHMENT 3-3: NON-DISCRINIINATION CERTIFICATION CERTIFICATIONS The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin, The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 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. 6. 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, tenninated, 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. 7. 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 City of Santa Ana RFP Page A3-3 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 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 sub -consultant 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. Puneet Comar, PE, QSD Signed: Title: Principal Finn: X Engineering & Consulting, Inc. Date: March 14, 2023 City of Santa Ana RFP Page A3-4 ENGINEERING & CONSULTING 6 Hutton Centre Drive, Suite 650, Santa Ana, CA 92707 949.522.7100 1 xengineeringinc.com EXHIBIT C COMPENSATION Consultant's Fee Proposal including hourly rates if applicable FEE PROPOSAL RFP #23-030 CITY OF SANTA ANA MARCH 14,2023 X ENGINEERING & CONSULTING, INC. 6 Hutton Centre Drive, Suite 6SO Santa Ana, California 92707 949.522.7100 1 xengineeringinc.com BILLING RATE TABLE 2023 X ENGINEERING & CONSULTING, INC. Engineering Principal Senior Project Manager / Senior Engineering Manager / Survey Manager Project Manager / Storm Water Manager / Engineering Manager Project Engineer / Senior Engineer Senior Designer / Chief of Parties Designer / Staff Engineer / GIS Technician CAD / Associate Engineer / Graphic Design Project Administration One -Person Survey Crew ..................................................................... Two -Person Survey Crew ..................................................................... Three -Person Survey Crew ....... ........ *Pates are subject to change without notification , but in no event shall exceed 3% annually. Hourly Rate $235 $210 $195 $186 $168 $146 $128 ...$115 .... $215 .... $315 ... $385 EXHIBIT 11 CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND KLEINFELDER, INC. FOR ON -CALL ENGINEERING SERVICES THIS AGREEMENT is made and entered into on this 16th day of May, 2023 by and between Kleinfelder, Inc. ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On February 21, 2023 the City issued a Request for Proposal No. 23-030, by which it desired to retain a Consultant having special skill and knowledge in the field of - Professional Engineering Services on an on -call basis for the City's Public Works Agency. B. Consultant submitted a responsive proposal that was among those selected by the city. Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-030. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-030, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in "Scope of Services - Exhibit A", attached hereto and incorporated by reference, and as further described in Consultant's Proposal, attached hereto an incorporated herein by this reference as "Consultant's Proposal - Exhibit B". 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant's Fee Proposal, which is attached hereto and fully incorporated herein by this reference as "Compensation - Exhibit C". Consultant is one of fifteen (15) separate consultants selected to provide services on an on -call basis under RFP 23-030. The total compensation for services provided by all consultants selected under RFP 23-030 shall not exceed the shared aggregate amount of $5,000,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. Page 1 of 10 b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. Notwithstanding any contrary terms contained within Consultant's Fee Proposal, Consultant's fees shall not exceed 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws. 3. TERM This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to a one, two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. Page 2 of 10 6. INSURANCE Consultant 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 Consultant, its agents, representatives, employees or subcontractors. a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section. b. Insurance coverage shall be at least as broad as: (i) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit 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. (ii) Automobile Liability: Insurance Services Office Form Number CA 000 1 covering, Code I (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage. (iii) Workers' Compensation insurance 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. (iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. (v) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. d. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions: Page 3 of 10 (1) Additional Insured 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 Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary 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 Consultant's insurance and shall not contribute with it. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. 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. (v) Self -Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. 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. (vi) Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than ANII, unless otherwise acceptable to the City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims -made basis: The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. Page 4 of 10 Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. 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 Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work. (viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix) Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors. (x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by Page 5 of 10 reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own infonnation of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct Page 6 of 10 or indirect, which would conflict in any manner with performance of services specified under this Agreement. 12. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. Page 7 of 10 b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Jennifer L. Hall Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 Page 8 of 10 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 Fax: To Consultant: Dany Hanna Project Manager & Principal Agent Kleinfelder, Inc. 24411 Ridge Route Drive, Suite 225 Laguna Hills, CA 92653 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signatures on following page] Page 9 of 10 SIGNATURE PAGE FOR CONSULTANT AGREEMENT BETWEEN CITY OF SANTA ANA AND KLEINFELDER, INC. FOR ON -CALL ENGINEERING SERVICES IN WITNESS WHEREOF, 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. CARVALHO City Attorney Bv: 416N-ATHAN T. MAIKINEZ Assistant City Attorney RECOMMENDED FOR APPROVAL: NABIL SABA Executive Director Public Works Agency CITY OF SANTA ANA KRISTINE RIDGE City Manager CONSULTANT: DANY HANNA Project Manager & Principal Agent Page 10 of 10 EXHIBIT A SCOPE OF SERVICES Appendix ATTACHMENT I SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR ON -CALL ENGINEERING SERVICES RFP NO. 23-030 INTRODUCTION/BACKGROUND The City of Santa Ana intends to retain Civil Engineering Consultants on an as -needed or "on -call" basis. A Professional Services Agreement will be entered into with several of the qualified firms Civil Engineering consultant(s) to provide professional services for a variety of projects on an on -call basis. On an on -call, as -needed basis, the selected firm(s) may later be asked to provide professional engineering services proposals on specific, proj ect-by-proj ect basis, based on an agreed -upon specific scope of services and fees. In general, work consists of general engineering design projects. Funding sources for each project may vary for each project/task order assignment shall comply with the funding agency's requirements. The projects may include water and sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, traffic signal modifications; landscaping and irrigation systems; park and recreational design, grant application writing, and other related projects as required. On occasion, environmental and planning support services may also be requested. The City may need consultant services for mapping and legal description preparation, construction management, staking and inspection. Occasionally the City may also need gootechnical, electrical, mechanical, structural, and other specific infrastructure related services. The consultant shall be able to assist the City through this contract to provide the necessary services. The consultant shall utilize in-house staff and/or sub -consultants to complete the assignments to meet the City standards. For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. Prime consultant mark-ups for sub -consultant work will not be allowed, All proposals, plans, drawings, specifications, estimates, grant applications, and/or studies will be subject to the final approval and satisfaction of the City of Santa Ana. City of Santa Ana RFP 23-030 Page Al-1 Scope of Services The work consists of general engineering design and cost estimating for civil works projects, City facilities, Parks and other related projects as required, The work in general, consists of work in the following areas and not limited to: Civil- Design Transportation/Traffic Structural Geotechnical Land Surveying Architectural Landscape Architectural and Irrigation Environmental Electrical Mechanical Instrumentation and Control Systems Fire Protection Land Surveying Financial and Economic Consulting Engineering In addition to general engineering design projects Consultants may be asked to perform the following tasks: Hydraulic modeling of the water distribution, storm water, and sewer collection systems Evaluations, studies and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations, Electrical and industrial control systems evaluations, studies, drawings, documentation and recommendations Mapping Services Legal Description Preparations Grant Writing- Services Environmental/Planning Support Construction Management Support Pavement Management Special Engineering Studies/Reports/Compliance and Investigations Regulatory Compliance with Federal and State and Local Agencies Financial/cash flow analysis- public works programs Assessment and District Formation Services Sustainable Infrastructure Services Right of Way Studies If there are any exceptions to the core of requested services, proposers shall list said exceptions in their proposal (matrix form). City of Santa Ana RFP 23-030 Page A1-2 For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. The selected consultants must have the expertise, experience, and demonstrated resources available to perform the work described in this RFP. General Requirements and Project Deliverables The Consultant's services for plans specifications and estimating (PS&E) for engineering project preparation and special studies/investigations shall include and in be in conformance with the latest editions of the following: Title 24 of the California Code of Regulations (California Building Standards Code). American Water Works Association, California Department of Transportation, the Americans with Disabilities Act, the City of Santa Ana Municipal Code (SAMC), professional Standards established by the City, and or federal, state and local guidelines established in the project. As part of the preparation of the PS&E, the consultant shall prepare the special provisions pertaining to the items of work included in the plans that are not addressed on the latest editions of the applicable standards. The Consultant shall have complete responsibility for the accuracy and completeness of all documents and plans prepared. The plans will be reviewed by the City of Santa Ana for conformity with the requirements of the Agreement. Reviews by the City of Santa Ana do NOT include detailed review or checking of design or the accuracy with which such designs are depicted in the documents and the plans. The documents and plans furnished under the Agreement shall be of a quality acceptable to the City of Santa Ana. The criteria for acceptance shall be a product of neat appearance, well organized, technically and grammatically correct, checked, and dated and having the maker and checker identified. The Consultant shall have project management control procedures in effect during the entire time work is being performed under the Agreement. This task shall include the following: Project Management Plan — the consultant shall provide a detailed management plan including information and coordination with other agencies to ensure compliance and completion of the (PS&E) packages. This plan shall include all milestones and task breakdown for each of the tasks and subtasks included therein. The project management shall be submitted to the Project Manager for review and within 15 calendar days of the issued Notice to Proceed Deliverables Quality Control/Quality Assurance (QA/QC) Plan Project Schedule/invoicing Project Correspondence In case of conflict, ambiguities, discrepancies, errors, or omissions, the consultant shall submit the matter to the City for clarification. City of Santa Ana RFP 23-030 Page A1-3 The Consultant shall perform engineering design services resulting in contract documents (plans, specifications and cost estimates "PS&E") for various projects on an as -needed basis. However, work tasks may include studies or a variety of engineering tasks. If requested by the City, the Consultant shall provide a Work Plan which includes a detailed schedule of the assigned project prior to the issuance of Notice to Proceed and/or Task Order. Specific Task Orders with Notices to Proceed ("NTPs") will be provided for project(s) at the discretion of the City. Work required per Task Order shall comply with the Scope of Services and additional provisions in each Task Order and this agreement. The following services/items shall include, but are not be limited to: 1. Research existing records of utility companies and agencies and coordinate the proposed improvements with existing field conditions, 2. Conduct an environmental assessment for each project and prepare all documentation required to comply with California Environmental Quality Act (CEQA), and or National Environmental Protection Act (N-EPA). (If required) 3. Provide all field survey and topographic work necessary to complete the design effort. Design level survey and base mapping of the project site shall be prepared in US Customary English units by a California licensed Land Surveyor in accordance with the City guidelines and in Microstation V8i Computer Aided Design and Drafting (CADD) format. The horizontal datum shall be NAD 83 and the vertical datum shall be NAVD 88. All survey field notes shall be on forms provided by the City, shall be neatly completed in pencil, and shall become property of the City upon completion of the project. Informal field investigations including marking of removal areas may be required for some of the sidewalk, curb and gutter, and pavement replacement projects. 4. Complete the design of projects including plans, specifications, and engineer's construction cost estimate. The Consultant shall contact manufacturers and/or contractors to verify the engineer's estimate prior to submitting to the City. Specifications shall be prepared in Microsoft Word and an electronic copy of the final version shall be furnished to the City. The City will provide the specification boiler plate to the Consultant. 5. If requested, all preliminary and bid sets of plans shall be plotted on bond or velum paper using Microstation V8i CADD software program. All drawings shall be completed per the City of Santa Ana CADD Standards and any special provisions thereof. For interim submittals, the City may opt to receive only PDF versions of the plans for reviewing purposes. If so, the Consultant team will provide plans and/or specifications accordingly. 6. All original plan sheets, the title sheet of the specifications, calculations, and reports shall be signed and stamped by the Consultant's licensed professional engineer responsible/in-charge of the project. City of Santa Ana RFP 23-030 Page Al -4 7. If a part of the on -call project scope, the Consultant shall provide support services during the bidding and construction phases of the project, including, but not limited to: a. Respond to bidder inquiries during the bidding process, including preparation of any addenda. Following award of the construction contract, the Consultant shall attend the pre -construction meeting. b. Review and approve all submittals and shop plan drawings required supporting the construction contract. The Consultant shall complete shop drawings reviews within two (2) weeks of receipt. Contract Change Order reviews shall be completed within two (2) working days of receipt. c. Respond to written Requests for Information (RFI) to provide clarification or resolve discrepancies in the contract documents. Responses shall be completed within three (3) working days. d. Provide periodic field reviews and bring to the attention of the City of Santa Ana any defects or deficiencies in the work by the construction contractor which the Consultant may observe. The Consultant shall have no authority to issue instruction on behalf of the City of Santa Ana, or to deputize another to do so. 8. If included in the on -call project scope, upon completion of construction, the Consultant shall prepare as -built plans and submit them to the City. The Consultant shall incorporate all changes to the plans electronically with all necessary revision notations. Once plans have been updated, a signed set of as -built plans shall be submitted to the City with an electronic copy (in Microstation V8i CADD and pdf formats) of the final as -built drawings via CD ore - mail. 9. The Consultant shall monitor the project progress, maintain project files, and control the quality of the work performed by in-house staff and/or sub -consultants. Incomplete (not meeting targeted completion) or poor quality work will not be accepted. The Consultant shall ' revise the documents within a revised schedule set by the City, which may require overtime. No additional compensation necessary for the consultant to complete this work to the satisfaction of the City shall be approved by the City for the required revisions. It is the responsibility of the Consultant to produce a professional -level quality of work product. 10, If included in the on -call project scope, attend meetings with the City staff as required 11. If included in the on -call project scope, the Consultant shall coordinate plan check, design topics, permits and any other issues with the City, other Agencies, and all utility companies as required. At the direction of the City, the Consultant shall be the liaison with affected agencies. 12. If included in the on -call project scope, the Consultant shall be responsible for reviewing and approving addenda and clarifications to plans and specifications. All information regarding the plans and specifications and or documentation related to the project and approved by the City, will then become property of the City. City of Santa Ana RFP 23-030 Page A1-5 A more detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. All tasks orders shall include the staff title, hours, hourly rate and totals as related to the project. Construction Plans, Standard Specifications and Estimate (PS&E) Preliminary Design - Attend project scope meeting with City Staff to review project details. Consultant shall field review, inspect and conduct all necessary surveys to prepare a Preliminary Design Report (PDR) or alternatives, preliminary cost estimate and preferred alternative as requested by the project manager. A (PS&E) package shall be submitted to review at 30% design for independent City review A (PS&E) package shall be submitted to review at 60% design for independent City review A (PS&E) package shall be submitted to review at for FINAL independent design review. The City will review and comment on the PS&E packages with a turnaround goal of (2) weeks. One (1) copy of the documents with comments will be returned to the consultant. Unless, several agencies are involved in the review process multiple documents with comments will be provided to the consultant. After the final design comments have been incorporated the consultant shall provide the City with final (PS&E) package ready forbid. See Section - General Requirements and Project Deliverables Section. Proiect Schedule and Progress: Progress review meetings shall be held at intervals deemed appropriate by the City. The Consultant shall furnish two copies of all completed work or partially completed update/status since the last progress review meeting. Progress reports shall be submitted monthly in electronic format indicating achievements and project schedule progress. Ci1y Responsibilities: The City will provide information 'in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein. a Furnish scope of work and provide general direction as needed for the assigned project a All plan check coordination within the City a Advertise, award, and administer of construction contract 0 Electronic files (sample plans & specifications, City of Santa Ana's CADD Standards) 0 Electronic files for title sheets and sheet borders a Facilitate meeting space and coordination and City facilities City of Santa Ana RFP 23-030 Page A1-6 Fee Pronosal: In addition to Section W.B.3 (Submittal Requirements: Fee Proposal) fee schedule shall be structured as follows: The fee proposal shall include the firm's standard hourly fee schedule, and/or project fee schedule where applicable and as outlined in this this documents. A list of all positions and hourly rates required to perform the services described herein shall remain valid for one (1) full calendar year following contract execution. Subsequent rates shall be renegotiated between the firm and the City. Amore detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. Other Ternis and Conditions: 1. The project will be implemented in compliance with the City of Santa Ana's policies, as well as Prevailing Wages and State/Federal Requirements. 2. The City regards the inclusion of California based designs, engineering, and construction professionals, facilities, and services as part of the Team to be highly desirable, but not mandatory. 3. The City reserves the right to amend this Request for Proposal by addendum prior to the final dates of submission. 4. All reports, proposals, or other data or materials which are submitted shall become the sole property of the City of Santa Ana with the exception of the confidential Financial Capacity information and scaled fee proposals which will be returned to all proposers after award of contract to the selected Team 5. All products used or developed in the execution of any contract resulting from this request will remain in the public domain at the completion of this project. 6. The City has an affirmative action program, The purpose of the affirmative action program is to encourage certified minority business enterprises and women business enterprises. All submitting firms must have established affirmative action programs approvable by the City. During the RFP stage, all firms will need to complete a "Certification of Non -Discrimination by Contractors" for each firm on their team. City of Santa Ana RFP 23-030 Page AIJ EXHIBIT B CONSULTANT'S PROPOSAL Proposal prepared for: CITY OF SANTA ANA Public Works Agency 20 Civil Center Plaza, M-36, Santa Ana, CA 92701 IWO 0 n-Call Engineering Servi ces Request for Proposal RF 23-030 Wo-Mmm= C" 19 -low 4k TABLE OF CONTENTS STATEMENT OF QUALIFICATIONS COVERLETTER ........................................................................................................................... 1 CONTRACT AGREEMENT STATEMENT AND WILLINGNESS TO COMPLY WITH AGREEMENT TERMS ..................................................................................................... 3 FIRM AND TEAM EXPERIENCE ............................................................................................... 3 KLEINFELDER IS THE RIGHT TEAM ....................................................................................... 4 KNOWLEDGE OF THE CITY OF SANTA ANA AND UPCOMING PROJECTS ............. 4 ON -CALL PROJECT DELIVERY APPROACH ........................................................................ 4 PROJECT TEAM ORGANIZATION ......................................................................................... 5 KEYPERSONNEL ........................................................................................................................ 7 SUBCONSULTANTS................................................................................................................. 13 UNDERSTANDING OF THE NEED ........................................................................................ 14 FIRM EXPERIENCE .................................................................................................................... 16 REFERENCES............................................................................................................................ 20 SCOPE OF SERVICES AND SCHEDULE ........................................ not included in page limit FEE SCHEDULE .................................................................................. attached as separate file Attached Attachment 3-1: Non -Collusion Affidavit Attachment 3-2: Non -Lobbying Certification Attachment 3-3: Non -Discrimination Certification Resumes for Key Personnel KL EINF-EL DER City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page i ',ight P,,pl,. Right W,ti- STATEMENT OF QUALIFICATIONS COVER LETTER r- DHIR Bright People. Right Solutions. March 14, 2023 City of Santa Ana Attn.: Sean Thomas Public Works Agency; M-36 20 Civil Center Plaza; Ross Annex Santa Ana, CA 92710 SUBJECT: Proposal for On -Call Professional Engineering Services RFP No. 23-030 Kleinfelder recognizes the importance of the City of Santa Ana's (City) role as the provider of infrastructure design and rehabilitation services to the City's more than 310,000 residents. Kleinfelder welcomes the opportunity to partner with the City to optimize and deliver its critical infrastructure. For this contract, we have assembled an exemplary team of our best engineers, environmental specialists, and construction support staff to provide the required general engineering services. As you review the enclosed qualifications, please note the following attributes of our team: Experienced Personnel — Our team has a successful history of delivering a similar scope of services for various municipal clients including the Orange County Sanitation District and Public Works; the cities of Long Beach, Los Angeles, and San Diego; Los Angeles County, Carlsbad Municipal Water District, and the City of Ontario/Ontario Municipal Utilities Company to name a few. Turn -Key Expertise — Kleinfelder provides complete solutions from concept through construction. We have completed thousands of general engineering infrastructure projects including pave me nt/roadway improvements; neighborhood traffic improvements; landscape and irrigation; parks and recreation design; water and sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; grant application development; environmental and planning; mapping and legal description development; construction management and more. Availability/Locality — We have over 900 employees in 27 offices throughout California, including an office in Laguna Hills located within 15 miles of City headquarters. This contract will be our priority and all key personnel will be made available to support task orders under this contract. Our depth or resources will help deliver projects on -time and within budget. Knowledge of Local Standards and Regulations — Kleinfelder supports various City contracts and has provided engineering services in Southern California for decades. Over 90 percent of Kleinfelder's regional contracts are for public works agencies. Our team of professionals are familiar with regulatory requirements potentially impacting project approval and execution. National Experts — In addition to our strong local presence, Kleinfelder's nationwide technical experts can provide specialized expertise and a wide array of independent technical reviewers to ensure quality designs for all project deliverables. B,ght P,,pl,, Righ, S.Nt City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 1 These are just a few of the many benefits of selecting the Kleinfelder Team, dedicated to serving as an extension of City staff and successfully executing all tasks on -time and within budget, with no surprises. We appreciate the opportunity to submit our qualifications and fee schedule and look forward to your favorable consideration. If you have any questions or would like to further discuss how we can support your projects, please contact the undersigned. RFP Required Statements: — The undersigned is authorized to make legally binding commitments for Kleinfelder. — We acknowledge receipt of all Q&A and Addendum No. 1, dated February 24, 2023. — Kleinfelder possesses a City of Santa Ana business license. — Kleinfelder is prepared to submit evidence of financial capacity, if requested. Respectfully submitted, KILEINFELDER, INC. Danyy H nna, PE Project Manager Principal Agent 24411 Ridge Route Drive, Suite 225 Laguna Hills, CA 92653 Office: 949-727-4466 Cell: 909-376-6128 Email: dhanna@kleinfelder.com KLH1NF-HL0HR B,ght P,,pl,, Righ, S.Nt City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 2 CONTRACT AGREEMENT STATEMENT AND WILLINGNESS TO COMPLY WITH AGREEMENT TERMS Kleinfelder is prepared to execute the City's contract. FIRM AND TEAM EXPERIENCE The City is a 27-square mile community serving a total population of more than 310,000. As the second largest city in PROVEN ON -CALL AGENCY EXPERIENCE Orange County, Santa Ana serves as the County seat. As -Needed Public Agency Contracts Kleinfelder recognizes the City requires reliable, experienced e City of Santa Ana consulting firms to serve as a trusted extension of staff. The * City of Los Angeles Kleinfelder team will work to optimize and deliver existing 9 City of San Diego infrastructure requirements such as water, sewer and storm e City of Long Beach drain rehabilitation and improvements; sidewalks, bike paths, 9 City of Anaheim 9 Citv of Carlsbad curb and gutter replacement; pave me nt/roadway e Orange County Sanitation District improvements; neighborhood traffic improvements; landscape 9 Long Beach Water Department and irrigation; parks and recreation design; grant application 9 Eastern Municipal Water District development; environmental and planning; mapping and legal * Ontario Municipal Utilities Company description development, construction management and 9 County of Riverside more. Kleinfelder will proactively support the City and 9 City of Riverside residents to provide the necessary services. e County of Los Angeles 9 San Bernardino Associated Governments Founded in California in 1961, Kleinfelder is a leading * City of Modesto engineering, design, construction management, materials * Los Angeles County Sanitation Districts inspection and testing, and environmental consulting 9 Los Angeles Department of Water and Power corporation. Kleinfelder employs over 3,000 professionals and * State of CA Department of Water Resources operates from 105 offices throughout the United States, Canada, and Australia. Kleinfelder is headquartered in San Diego, with 27 offices across the state of California, including an office in Laguna Hills, within 15 miles from City Hall. Kleinfelder has a strong record of success providing superior client service and quality engineering for all types of projects from civil transportation engineering to water, sewer, storm drain, streets, and Americans with Disabilities Act (ADA) compliance. In addition to planning, design, and construction management projects, our team developed innovative inspection and assessment procedures for reservoirs and pipelines, performed assessment of large diameter pipelines, and recently designed several pump station replacement and renewal projects. In Southern California, Kleinfelder provides as -needed engineering services for several municipal clients, including the Ontario Municipal Utilities Company, Irvine Ranch Water District, Carlsbad Municipal Water District, Cities of Oceanside, Long Beach, San Diego, Los Angeles, Counties of Orange, Los Angeles, San Diego, and others. Through our as -needed design contracts, Kleinfelder has developed a proven track record of delivering high -quality projects on time and under budget as exemplified by our 2020 American Council of Engineering Companies (ACES) Award Winning Naval Base Coronado Coastal Campus Sewer Force Main Project. This project was designed, permitted, bid, and constructed within 18 months of notice to proceed to meet the City of Coronado and the US Navy requirements. The City can be assured the Kleinfelder team, led by Project Manager / Principal Agent, Dany Hanna, PE, will provide cost-effective, operation and maintenance -friendly design solutions in consideration of life cycle costs with efficient resource allocation. Mr. Hanna has a successful history of overseeing large public agency contracts and on -calls with numerous task orders occurring simultaneously. He understands the need for continuous communication to exceed your expectations and a sense of urgency to provide qualified and committed individuals for successful completion of the work on time and within budget. Mr. Hanna's experience will provide a host of integrated asset management, maintainability, and constructability insights to the contract. KL HINFHL OHR City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 3 B,ght P,,pl,, Righ, S.Nt KLEINFELDER IS THE RIGHT TEAM As you review our qualifications, please note our unique combination of features that will provide the City with expert services for the scope of work outlined in the Request for Proposal (RFP). EXPERIENCED PER50NNEL: Proven task order managers supported by a team with a successful history of delivering engineering design projects, including work on concurrent projects and contracts. TURN-I(EYEXPERTISE. Kleinfelder provides complete solutions from concept through construction phase services for a wide range of infrastructure projects. A VAILABILITY'Our staff are eager and available to support the City's needs. Kleinfelder has over 900 employees in 27 offices in California, including 350 in our Southern California offices. Key personnel will be made 100 percent available to support work under this contract. l(NOWLEDGE OFLOCAL 5TANDARD5.- Kleinfelder has supported many Public Works projects and is up to date with the latest design standards, specifications, and guidelines. More than 90 percent of our regional work is for public works agencies. I(NOWLEDGE OFREGULATIONS.- Kleinfelder's staff have worked in Southern California for decades and have intimate knowledge of city, county, state, and federal regulatory requirements that impact design project approval and execution. LOCAL OFFICE5.*With an office in Laguna Hills just 15 miles from City Hall, Kleinfelder provides a locally based team with vast national resources. Our experienced professionals are available and able to respond at a moment's notice. NATIONAL EXPERTS.- All projects are independently reviewed by Kleinfelder's technical experts who provide design guidance at a national level. The city will be provided with independent technical reviews from our company's top experts on every deliverable. KNOWLEDGE OF THE CITY OF SANTA ANA AND UPCOMING PROJECTS Kleinfelder has been supporting City of Santa Ana projects since 2020 under our materials testing and inspection contract. Our team has reviewed the City's Fiscal Year 2022-23 Capital Improvement Program (CIP) and understands approximately $45M is allocated for projects in four categories including city and park facilities, streets, traffic, and utility/drainage/lighting. The City desires to enhance several programs and projects including youth services, libraries, parks, streets and sidewalks, public safety, water and sewer upgrades, and business corridor improvements. The Kleinfelder Team's expertise, as shown herein, make us the right partner to support the City with these projects. ON -CALL PROJECT DELIVERY APPROACH Kleinfelder has developed a proven approach to deliver high -quality engineering consultant and design services through several on -call engineering contracts for municipal clients across California. Under these on -call contracts, we have completed multiple, concurrent projects consistently delivering on time and under budget. Our organizational approach to managing our team contains four key elements: Planning, Execution, Monitoring, and Management. The Kleinfelder method allows us to deliver resources to meet the City's expectations and avoid surprises, ensuring task turnaround is on time and complete within the authorized budget by eliminating foreseeable delays and budget overruns. Kleinfelder's Project Management Team is committed to the following elements of our approach: KLH1NF-HL0HR B,ght P,,pl,, Righ, S.Nt City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 4 MANAGEMENT PROJECTSYSTEM PROJECT TEAM ORGANIZATION Kleinfelder has assembled a team with expertise and experience in design, constructability assessment, retrofit, and operational requirements for various types of City capital improvement infrastructure projects including infrastructure needs such as water and sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; residential street slurry seal; asphalt concrete and/or PCC streets repair and overlay; neighborhood traffic improvements; landscape and irrigation; parks and recreation design; grant application development; environmental and planning; mapping and legal description development, construction management and more. Our project management team is led by Project Manager / Principal Agent, Dany Hanna, who has more than 22 years of experience as project manager for several agency on -call contracts, including the City of Santa Ana and Orange County Public Works. He is supported by task order managers, quality managers, independent technical reviewers, and project staff. The leadership team presented herein is supported by exceptional task leads from our Southern California local offices along with subconsultants with proven capabilities and long-term relationships with Kleinfelder. Our team is well suited to successfully execute the City's scope of work. The team will provide the City with proven technically proficient experts who will consistently deliver high -quality projects within the established schedule and budget. The organization chart (Figure 1) identifies lines of communication and the proposed team roles and responsibilities. The following pages include brief biographies of key personnel and team leadership. We have included resumes in an attachment. DHR City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 5 Bfight�ople. Right Soltiom Figure 1 Danny Hanna, PE QUALITY ASSURANCE QUALITY CONTROL Don Bloodworth, PE, PLS, QSD Simon Wong, PE, SE,,9 TASK ORDER MANAGERS Jason Brown, PE <-'� Bryan Webb, PE <5� Nick Fontaine, PE, DBIA <`9 Kathleen Haynes, PE <'� Program /Task Leads Jason Brown, PE �P Kathleen Haynes, PE Sava Nedic, PE ,' Don Bloodworth, PE 0 Bryan Webb, PE Edward Matthews, PE Anna Thompson Keith Galligan INSTRUMENTATION & STRUCTURAL CONTROLS Simon Wong, PE, SE 41�5 GEOTECHNICAL Matthew Hawkeye, PE+ <:9 Eric Ng, PE, SE Eric Noel, PE, GE �s James (Jamie) Medley Keith Gazaway, PE Jeff Walker, PE, GE Jeff Woon, PE, GE HYDRAULIC MODELING & ENVIRONMENTAL WATER DISTRIBUTION Jen Vicich, PWS Mike Sanders, PE+ P John Karamitsos Robert Kovacs, PG, CHg, CEG Kristin Carocappa, PE+, CFM MECHANICAL, ELECTRICAL, Jim Finegan, PG, CH9 Dyanna McMullen, PE+ PLUMBING I Matthew Steiner, PE+ 4' 4""� Key Personnel + Out of state license SUBCONSULTANTS LANDSCAPE ARCH ITECTU RE & LANDSUPVEY& GRANT WRITING IRRIGATION SYSTEMS LEGAL DESCRIPTIONS Evan Brooks Associates, Inc. Dvolz Designs CASC Engineering and Consulting DRILLERS TRANSPORTATION /TRAFFIC ARCHITECTURE 21Z Drilling STC Traffic Engineers Elements Architecture COST ESTIMATING GEOPHYSICAL SERVICES Puzzullo Consulting GeoVision KLH1NF'HL0HR B,ght P,,pl,, Righ, S.Nt City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 6 KEY PERSONNEL Mr. Hanna has 22 years of experience serving as Project Manager, Program 4M Manager, Principal -in -Charge, and Contract Manager for multiple agency contracts, including the City of Santa Ana, Port and City of Long Beach, Ontario Municipal Utilities Company, Eastern Municipal Water District, Counties of Los Angeles and Orange, the Orange County Sanitation Districts, City of Ontario and Ontario Municipal Utilities Company, and various Southern California agencies. He has a successful history of managing large public agency contracts and on -calls with numerous task orders occurring simultaneously. He understands the need for continuous communication with the client to exceed the client's Education MBA, Business Administration, University of La Verne, La Verne, California MS, Civil Engineering, University of Nevada, Reno BS, Civil Engineering, Notre Dame University - Louaize, Lebanon Licenses Professional Engineer - Civil, No. 70996, CA needs, and sense of urgency to provide qualified and committed individuals to successfully complete the work on time and within budget. At California State University Long Beach, he taught civil engineering students for 7 years. As -Needed Professional Engineering Design Services, Ontario Municipal Utilities Company, CA. Principal -in -charge providing oversight for this five-year, as -needed engineering design contract for water and wastewater projects with the Ontario Municipal Utilities Company. Various On -Calls for Structural, Bridge Engineering, Civil, Geotechnical, and Materials Testing and Inspection Services, City of Long Beach, CA. Program manager overseeing various on -calls that has included 100+ task orders to date with the City of Long Beach. Various As -Needed for Engineering Design, Structural, Hydrogeological, Geotechnical, and Materials Testing and Inspection Contracts, Eastern Municipal Water District, CA. Program Manager responsible for overseeing various on -call contracts with the Eastern Municipal Water District that has included 50+ task orders to date. Mr. Wong has nearly 40 years of experience in structural engineering with a structural design background encompassing various disciplines including the design of tertiary water treatment facilities and water bearing structures including pump stations, water and wastewater facilities, reservoirs, and .Education MS, Structural Engineering, University of Nevada, Reno, NV BS, Civil Engineering, University of Nevada, Reno, NV seis ic design. He is curremly a VOLing Licenses member of the AWWA D-110 Wire- and Professional Engineer — Strand -Wound, Circular, Prestressed Concrete Water Tanks Civil, No. 37416, CA Committee. Structural Engineer, No. 2906, CA As -Needed Professional Engineering Services Contract, San Diego County Water Authority, CA. Project Manager for Kleinfelder's three-year as -needed engineering contract that included structural engineering services related to design of San Vicente Dam Marina facilities, Miramar Pump Station condition assessment, and San Vicente Dam Raise -Concrete Conveyor collapse investigation. /0� KLEINF'ELDER �,,hl R,,hl City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 7 Mr. Don Bloodworth, Civil -Transportation Group Leader and Senior Project Manager, possesses more than 30 years of -71 transportation infrastructure design and construction project experience. His expert leadership extends through both large -and small-scale engineering projects from design concept through construction. A seasoned project manager, he is adept with the coordination of staff, schedule, budget, resources, contracts, and subconsultants. Well-informed regarding standards and specifications, he frequently develops engineering technical documents such as project study reports, project reports, preliminary engineering reports, specifications and cost estimates, and final engineering documents in accordance with client and agency requirements including SANDAG, Caltrans, FHWA and FRA. He has managed a variety of civil design, construction, and transportation related projects since the late 1990's. Education BS, Civil Engineering, San Diego State University, CA Licenses Professional Engineer — Civil, No. 60954, CA Professional Land Surveyor, No. 8250, CA Qualified Stormwater Developer, No. 24096, CA As -Needed Civil Engineering Consultant Services, City of San Diego, CA. Quality control for $5M Civil Engineering as -needed consultant services to support the City's roadway, site design, stormwater design, ADA compliance, and LID (Low Impact Development) related projects. Palm Avenue & 1-805 PA/ED, City of San Diego, CA._Served as Project Manager/Engineer-of- Record for the preparation of a Caltrans-style Project Report and Initial Study/Environmental Assessment environmental clearance for the Palm Avenue/1-805 Interchange Improvements and bridqe wideninq. Mr. Fontaine possesses nearly 20 years of Education experience serving as Contract, Program BS, Civil Engineering, and Project Manager for several agencies University of on -call contracts, including the City of San Massachusetts, Amherst, Diego. As a contract manager, he MA negotiates, oversees the development of Licenses task order scope, schedule, and budget, Professional Engineer — maintains continuous contract status Civil, No. 90700, CA communications, and assigns resources. He Designated Design -Build understands the nature of on -call contracts and has the ability to Professional, No. D-3544 support several task orders simultaneously while delivering with a sense of urgency. His industry experience includes water project planning, design, construction, and maintenance of municipal facilities and infrastructure, including wastewater, clean water, renewable energy, and resource recovery. His technical knowledge is extensive and extends from biogas to energy systems, advanced anaerobic digestion, biosolids management, municipal solid waste resource recovery facilities, hydraulic modeling, and renewable energy project development. As -Needed Engineering Consultant Services, City of San Diego Public Utilities Department, CA. Project Manager for $10M as -needed consultant services to support the City's water/wastewater projects related to conveyance, asset management, solar electricity generation, and arc -flash safety. CHR City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 8 B,ght P,,pl,, Righ, S.Nt Mr. Brown possesses nearly 15 years of Education experience in Civil Engineering and 10 years BS, Civil Engineering, of lead project engineer and task order California Polytechnic development into design and through Licenses management on on -call contracts including State University, San Luis the City of San Diego. Serving as the civil Obispo lead on multiple task orders he has MS, Civil Engineering successfully delivered projects through the Ohio University, Athens entire project life cycle, from scope construction support. As civil engineering lead he has designed and Professional Engineer (PE) managed the design of projects which included full site design, mass — Civil, No. 86395, CA grading, spot grading, roadway improvement and development, Envision Sustainability stormwater conveyance and best management practices, Professional hydrology and hydraulic studies, Inundation studies, Low impact development (LID), ADA compliance, and pavement engineering and rehabilitation. Mr. Brown is also recognized in Kleinfelder as a trenchless technology subject matter expert. He has successfully designed hundreds of trenchless pipeline installations via various trenchless methods including but not limited to Jack & Bore, Horizontal Directional Drilling (HDD), pipe ram, and micro tunneling. His experience is applicable to multiple public utility applications including water, sewer, gas, electric and fiber optic and ranges in pipeline installation sizes from 2-in to 76-in pipes. As -Needed Engineering Consultant Services, City of San Diego Public Works Department, CA. Project Engineer for $5M Civil Engineering as -needed consultant services to support the City's roadway, site design, stormwater design, ADA compliance, and LID (Low Impact Development) related projects. County of San Diego On -Call, Various Task Orders CA. Lead Project Engineer on multiple task orders including the Jamacha Boulevard intersection improvement, Rios Canyon Sidewalk Improvement, and the Lakeside Equestrian design which included two roping areas and related facilities. Dublic utilities. mass aradina. ADA COMDliance. and stormwater convevance and treatment. Ms. Haynes is a proven leader with 32 years of experience and expertise in managing large complex water infrastructure projects. Her experience includes planning, designing, assessing, and constructing pipeline and pump station projects throughout Southern California. She has been responsible for designing and managing hundreds of miles of pipeline ranging from 6 to 108 inches in diameter. Education BS, Civil Engineering, San Diego State University, CA Licenses Professional Engineer (PE) — Civil, No. 51548, CA She frequently serves as project engineer/project manager while supporting California Environmental Quality Act (CEQA) services during design, assessment, and/or relocation of a wide variety of utilities, including sewer, water, and recycled water pipelines. Over her 32-year career, Ms. Haynes has designed more than 50 pipeline projects and managed and designed 250 miles of pipeline. She is a strong leader with outstanding communication skills, and a proven track record for delivering quality projects on -schedule and on -budget. Remaining Cast Iron Pipe Replacement, City of San Diego, San Diego, CA. Project manager for replacement program to remove aging cast iron pipe water mains that remain in the City of San Diego system. Designed the replacement of the cast iron mains located in four Caltrans bridges, one freeway undercrossing, two trolley crossings, and two City bridges. CHR City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 9 B,ght P,,pl,, Righ, S.Nt Mr. Webb has 10 years of experience serving Education as project manager, task order manager, and BS, Civil Engineering, lead designer for a wide range of municipal Wentworth Institute of infrastructure projects including potable, Technology, MA recycled, waste, and stormwater. He has Licenses 14 designed water, recycled water, wastewater Professional Engineer — pipelines, pump stations, and treatment Civil, No. 028397, NV facilities and specializes in pipeline condition Professional Engineer, Civil, assessment, rehabilitation, and replacement. No. C94278, CA While serving as project engineer, Mr. Webb NASSCO Certified developed the City of San Diego Water Master Plan Report. His PACP/MACP/LACP No. numerous utility pipelines and utility rehabilitation design projects U-0819-70307090 include the City of Pittsfield's $50M wastewater treatment upgrade, a $15M raw water pump station (100 MGD) condition assessment, the City of San Diego's Pure Water Program rehabilitation design, a $7M sewer expansion project for the Town of Kittery, a $1 OM sewer rehabilitation project for the Town of Swampscott, and a fast track $5M sewer force main project for the City of Coronado. Trunk Sewer Condition Assessment Program City of San Diego, CA. Project manager overseeing the condition assessment of approximately 23,000 LF of large diameter trunk sewer across the City of San Diego. The sewer mains ranged between 16-in to 108-in in diameter. Work including coordination of permits, traffic control, inspection team, and analysis of the inspection data to provide rehabilitation recommendations to address level 4 and 5 deficiencies in accordance with NASSCO and PACP standards. Miramar Reservoir Pump Station Intake Condition Assessment, City of San Diego, CA. Project engineer for the internal electromagnetic (EM), sound navigation and ranging (SONAR), and closed- circuit television (CCTV) inspections of the 48-inch reinforced concrete cylinder pipe (RCCP) MRPS suction pipeline and the 48-inch cement mortar lined and coated (CML&C) discharge pipeline. The goal of this condition assessment was to confirm the integrity of the pipeline including the steel cylinder, radial reinforcing members, and the general condition of the pipe interior lining. The inspection covered a cumulative distance of approximately 617 (LF) and spanned 39 pipe segments. Mr. Nedic has 41 years of experience in Education planning, design, project management, BS, Civil Engineering, construction, and commissioning of water University of Belgrade reuse, water, and wastewater projects. He MS, Civil Engineering, has planned, designed, and managed many University of Illinois complex water supply systems, including Licenses pipelines, pump stations, reservoirs, dams, Professional Engineer (PE) storage tanks, and water treatment plants. - Civil, No. C53499, CA He has expertise in designing conventional and advanced wastewater treatment facilities, such as preliminary, primary, activated sludge, nitrogen, and phosphorus removal and membrane bioreactor and biosolids processes. On -site Sodium Hypochlorite Generation Upgrades, Ontario Municipal Utilities Company (OMUC), Ontario, CA. Project Manager for the $1.1 M on -site sodium hypochlorite generation system upgrades, which included five potable well sites across the City. Led the multidisciplinary design team and worked closely with OMUC staff to see that all design components met the access and maintenance requirements for water operational staff. B,ght P,,pl,, Righ, S.Nt City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 10 Mr. Sanders has 14 years of experience in including InfoWater, WaterGEMS, hydraulic modeling of water, stormwater and sanitary systems. He is an advanced user of many hydraulic modeling software packages Education BS, Civil Engineering, Northeastern University, MA Licenses SewerGEIVIS, MIKE UrDan, Synergi and Professional Engineer - PCSWMM. He has conducted hydraulic Civil, No. 51816, MA analyses and made recommendations for Professional Engineer - water, sewer and drain system improvements Civil, No. 0059337, CO based on simulation results, site reconnaissance, surface, and Professional Engineer - subsurface investigations. He conducts internal and external training Civil, No. 142270, TX sessions on the topic of water system hydraulic modeling He volunteers as the professional mentor for the Northeastern University student chapter of Engineers Without Borders where he has overseen design and construction of new water distribution systems in Honduras, Uganda and Panama. He was awarded the 2020 Accomplished Mentor award by Engineers Without Borders USA. Water System Model Development and Flushing Model Support, Town of Yarmouth, MA. Lead engineer for development and calibration of a system -wide water distribution system hydraulic model. Conducted 18 flow tests for fire flow and Hazen -Williams C-factor calibration. Analyzed tank level, pump flow and production information to calibrate the model for extended period conditions. Results of the model showed areas of low available fire flow, high water age, and high head loss. Shoreline Water System Model, CT Water Company, CT. Lead engineer for development and calibration of a system -wide water distribution system hydraulic model for the towns of Essex, Old Saybrook, Westbrook, Clinton, Madison and Guilford, Connecticut. Conducted 33 flow tests for fire flow and Hazen -Williams C-factor calibration. Mr. Kovacs has 25 years of experience in Education project management of water resources and BS, Geology, California hydrogeologic projects including oversight of State University, comprehensive soil, soil vapor and Fullerton, CA groundwater characterization programs; Licenses municipal well installation programs; quarterly Professional Geologist — monitoring programs; and remedial CA, No. 7708 investigations and activities. His wide- Certified Hydrogeologist — ranging multi -disciplined experience includes CA, No. 852 development, implementation and Certified Engineering management of geological, hydrogeological and geotechnical Geologist — CA, No. 2548 investigation programs, preparation of environmental assessment reports and work plans for groundwater, soil, soil vapor, ambient air and waste investigations, remediation projects and geotechnical assessment reports. Long Beach Water District, Production Well Siting Study, Long Beach, CA. Senior Hydrogeologist responsible for review and evaluation of municipal groundwater well operation records, production rate, and produced groundwater quality data provided by LBWD. Based on the data review, wells suitable for mechanical and chemical redevelopment were identified to improve and/or restore well production capacity. Led development of well rehabilitation specifications for select production wells to restore or improve production capacity. KLEINF'ELDER �"hl R"hI City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 11 Mr. Noel has 31 years of experience in performing and managing environmental and geotechnical field investigations. His geotechnical engineering experience includes pipelines, bridges, large industrial complexes, commercial and residential developments, deep excavation, parking structures, pavements, storage tanks, slope stability and liquefaction studies. Geotechnical investigations performed by Mr. Noel include analyses of shallow and deep foundations, compressible and expansive soils, surcharge fills, slope stability studies, deep excavations and shoring, and liquefaction potential. He has managed geotechnical investigations coordinated with environmental studies, and has performed environmental site investigation and underground storage tank removals. .Education BS, Civil Engineering, California State Polytechnic Univ., Pomona, CA MS, Geotechnical Engineering, California State Univ., Long Beach, CA Licenses Professional Engineer — Civil, No. 53513, CA Geotechnical Engineering No. 2548, CA Mr. Noel's responsibilities include project management, preparation of proposals, coordination of field and laboratory work, engineering analyses and report preparation for investigations for various types of projects. In addition, Mr. Noel has supervised field staff for geotechnical observation and testing projects, environmental sampling projects and materials special inspection projects. On -Call Engineering Services for Geotechnical and Materials Testing, County of Riverside Transportation Department, Riverside, CA. Program Manager for on -call contract. Projects performed for this contract have consisted of grade separation construction, pavement investigations, liquefaction studies, geotechnical investigations, laboratory testing, and construction observation and testina services. Dr. Hawkeye is an active technical and supervising electrical engineer with strong experience collaborating with clients in various markets (e.g. emerging technologies, energy, water/wastewater, manufacturing, petrochemical). Together with the client and his team of professionals and designers, he confidently develops electrical and automation solutions tailored appropriately for the given technical challenge. Dr. Hawkeye's experience includes front-end engineering, detailed design and development of construction specifications and plans, and construction and start-up support. He would liaise in the areas of electrical design for power distribution, control, instrumentation systems, and other electrical equipment. Education Bachelors, Engineering, University of Alberta, Alberta Canada PhD, Electrical Engineering, University of Alberta, Alberta Canada Licenses Professional Engineer, No. 70482, AB Professional Engineer, No. 42346, MB Professional Engineer, No. 71405, SK Water Reclamation Facility Pump Station — Electrical, Instrumentation, and Controls Design, City of San Diego, CA. As Lead Electrical Engineer, Dr. Hawkeye led the electrical design for the project, preparing detailed construction plans for demolition, wiring system design, PLC integration, and network tie-ins. The Client's existing pump station needed to be replaced to accommodate increased water flow demand. This required replacing existing electrical & controls infrastructure, including pump motors, conduit ductbank, instrumentation, as well as the installation of a custom -pump control system and fiber optic link to remote SCADA. CHR City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 12 B,ght P,,pl,, Righ, S.Nt Ms. Vicich is a wetland scientist and project manager with over 20 years of experience that includes Section 401/404 permitting under the Clean Water Act and preparation of NEPA documents for transportation projects. She is skilled at identifying studies and agency coordination required under the NEPA process for transportation projects and gig can successfully manage staff and subcontractors to complete these tasks Education BS, Natural Resources Management and Policy, North Carolina State University, Raleigh, NC Licenses Professional Wetland Scientist, No. 1654 Her expertise includes wetland delineations, site investigations, tree inventories, habitat assessments and construction monitoring. Ms. Vicich is also skilled at coordinating with various federal, state and local agencies to resolve project issues. Jalama Road Bridge Replacement Project, Santa Barbara County Department of Public Works, Santa Barbara County, CA. As biological monitor on site per the Streambed Alteration Agreement requirements, maintained daily monitoring logs, provided weekly status reports of the project activities, relocated common wildlife species and western pond turtles, conducted searches for special -status species within the project site, and prepared the final monitoring compliance rer)ort. Mr. Steiner's varied, and comprehensive project experience includes mechanical, electrical, and plumbing design for small and large projects and from simple to complex. Mr. Steiner's broad technical experience includes medium voltage power distribution design, computer room generator/UPS selection, photometric calculations using AGI software, fault coordination and arc flash studies, SCIF design, construction cost estimating and electrical system commissioning. Mr. Steiner is proactive in developing project work plans in consideration of all stakeholders and minimizing service downtimes. Education BA, Psychology, Westland Maryland College, Westminster, MD Licenses Professional Engineer, No. 45534, MID City of Frederick Department of Public Works, Generator and Switchboard Installation, Frederick, MD. Project Manager for the installation of a generator and switchboard. The project involved integrating a new natural gas fired outdoor generator, automatic transfer switch, and replacement 2000A switchboard into an existing, operational, multi -building facility. SUBCONSULTANTS The following subconsultants will supplement Kleinfelder services. These firms will provide the City with access to a team with all required design services as requested in the RFP and any services that may emerge during the variety of potential design projects. Kleinfelder staff have worked with each of these firms to successfully deliver similar projects and tasks for on -call contracts. The Kleinfelder team will add meaningful value and resources to the City to address all necessary improvements. CASC Engineering and Consulting Land Survey & Legal Descriptions Dvolz Designs Landscape Architecture & Irrigation Systems i KLH1NFHL0HR City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 13 B,ght P,,pl,, Right 5,1,t STC Traffic Engineers Transportation / Traffic Puzzullo Consulting Cost Estimating Elements Architecture Architecture Evan Brooks Associates, Inc. Grant Writing 2R Drilling Drilling GeoVision Geophysical Surveys The City will benefit from several specialty, industry -recognized firms like CASC, David Volz Design, and Elements Architecture. Below are firm profiles for the subconsultants. CASC provides a wide range of field and office surveying services to facilitate projects through all phases. From right-of- C way mapping to initial monument surveys; from topographic mapping to legal descriptions and map checking; from E,gi,ee,mg—dCo, Iting construction staking to as -built surveys. CASC provides on -call services to several agencies in Orange County including the Orange County Water District, the South Orange County Community College District, and Santa Ana Unified School District. David Volz Design, in business since 1997, has provided supported several Santa Ana improvements including Santiago Gas House Park space and Centennial Dog Park concept development, DVD has a design resume that includes hundreds of great public parks. Recent park and public landscape projects for Santa Ana include Santiago Park Gas House Area reconf ig u ration, STC Traffic, Inc. (STC) is a full -service traffic engineering, transportation planning, and traffic systems and operations 14 C, consulting firm founded in 2007. Servicing nearly two -dozen on -call contracts for agencies throughout Southern California, municipal engineering is STC's specialty. Local Orange County experience includes an On -Call Traffic Engineering and Transportation Planning Services contract with the City of Aliso Viejo. Puzzullo Consulting Mr. Puzzullo has been providing professional construction services as a licensed general contractor and construction manager for over 44 years with extensive experience in construction cost estimating and CPM scheduling. Cost estimating scopes of work include all design disciplines and trades in a level of detail typical of a general contractor bidding the project and basing the bid on the maximum amount of information that can be extracted from preliminary, intermediate, and final levels of design development. Founded nearly 30 years ago, Elements Architecture, provides expert architectural, planning, and interior design for local agencies such as the City of San Juan Capistrano, the City of Laguna Niguel, and the Roseville Electric Utility Operations Center. Recent local projects including a free-standing restroom building at Bear Brand Park, and new roof assemblies at FLEMENTS ;;.. . the San Juan City Hall complex. evan Evan Brooks Associates (EBA) has secured $2 billion in grant funding for cities, counties, and public agencies throughout brooks the Western United States — including California. Funding sources include Rebuilding American Infrastructure with assoc � ates Sustainability and Equity (RAISE), Highway Safety Improvement Program (HSIP), Active Transportation Program (ATP), Sustainable Communities, Local Partnership Program (LIPP), Transit and Intercity Rail Capital Program (TIRCP), Habitat Conservation Fund (HCF), and Jobs Access and Reverse Commute (JARC), to name a few. EBA assi5tedffie CityffirougI7 tl7e environmental review and interagency coordination involved for tl7e Santa Ana 6arden 6rove Fixed 60ideway (51reetcar) Project (2013-2014) andis an approvedbenc17 consultant on ffie Citys 017-CallEnvironmel7talal7dPlanning 5eTvices ftil7ce 2017), in whic17 EBA was 1,75ked w1#7 preparing tl7e environmental initial study for tl7e develooment of tl7e Tustin Avenue Reta#?rgject(W18). -------------- ------ UNDERSTANDING OF THE NEED Kleinfelder understands the City is seeking a qualified firm to provide engineering services on an as - needed basis to support existing and future waterand sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, traffic signal modifications; landscaping and irrigation systems; park and recreational design, grant application writing, and other related projects as required. On occasion, environmental and planning support services may also be requested. It is also understood that the City may also need consultant servicesfor mapping and legal description preparation, construction management, staking and inspection, geotechnical, electrical, mechanical, structural, and other specific infrastructure related services. As project requirements are established, the City will authorize individual task orders. In general, work consists of general engineering design projects that falls within four broad categories as indicated in the City's CIP and outlined below: KLE1NF-,EL0HR City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 14 B,ght P,,pl,, Righ, S.Nt 0 Streets — Street Improvements include projects designed to improve pavement conditions, sidewalks, and alleys. • Traffic — Traffic Improvements are designed to evaluate and decrease traffic collisions and congestion, identify and map safe routes to schools, and provide walkable and bikeable streets. • Utility/Drainage/Lighting — Utility, drainage and lighting improvements ensure projects support the continued delivery of water and sanitary sewer services to the City's customers, addresses the aging storm drain system, and reduces stormwater runoff. • City & Park Facilities — The City is responsible for identifying deferred maintenance and capital projects to support City facilities such as City Hall, Ross Annex, forty-seven parks, six joint -use facility sites, thirteen community centers, two tennis centers, five municipal swimming pools, bicycle & recreational trails, and the Santa Ana Zoo. Based on a review of the City's CIP, the majority of the funding over the next seven years is allocated within the streets and utility/drainage/lighting categories within the following three improvement plans: • Road Maintenance & Rehab Capital Improvement Plan (FY24-FY29) - $42,000,000 • Sewer Enterprise Capital Improvement Plan (FY24-FY30) - $39,367,965 • Water Enterprise Capital Improvement Plan (FY24-FY30) - $31,933,125 As a full -service engineering firm, Kleinfelder has the in-house expertise to address each of the City's scope of services. We have supplemented our team with subconsultant firms providing a cohesive team offering continuity between contracts which will bring value to the City's projects. Kleinfelder has assembled an exceptional team to support the City within the four CIP project categories and the three priority and highly funded improvement plans. Kleinfelder will provide well -executed, high -quality task orders in an efficient and cost-effective manner. Kleinfelder will be an advocate for City Project Managers and a steward of the City's budget, ensuring judicious use of City funds and managing and minimizing the risk factors leading to escalated project costs and delays. The Kleinfelder team will provide: A responsive, experienced, and proven Project Manager, Dany Hanna, PE, who has a successful history of working on complex and challenging projects. A proven, comprehensive team of technical experts to service afl aspects of the contract including water, sewer, storm drain, structural, transportation, streets/pavement and green infrastructure improvement projects similar to those within the CIP. A southern California -based team with vast local resources available and able to respond at a moment's notice with an experienced approach. Assigned Task Order Managers with the availability and expertise appropriate to the designated scope of work. Intimate knowledge of California regulations related to water, sewer, and recycled water pipeline installation. Our staff is experienced with coordinating with the California Department of Public Health (CDPH) for approval of water, wastewater, and recycled water pipelines and related facilities. The ability to coordination multiple regulatory agencies on a single project for example Kleinfelder provided California Division of Drinking Water (DDW), California Department of Transportation (Caltrans), and CDPH coordination and approval to support the City of San Diego Cast Iron Replacement Program (see project description section for details). Extensive experience with stormwater design and navigating the requirements of the National Pollutant Discharge Elimination System (NPDES) and the Municipal Separate Storm Sewer System (MS4) permit. The ability to manage and coordinate muld-discipline projects for example Lakeside Equestrian Center (see project description section for details) in which Kleinfelder as a prime either designed in-house or KLH1NF-HL0HR City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 15 B,ght P,,pl,, Right 5,1,t managed subs consultants for disciplines including civil site design, ADA design, geotechnical, lighting, architectural, structural, stormwater, sewer, and electrical. In-house services which provide the City with consistency, efficiency, and exceptional responsiveness throughout a project as shown in the Irvine Lake Pipeline North Conversion, Santiago Hills Zone C+ Reservoir project in which Kleinfelder provided geotechnical, structural, water, civil site, and stormwater designs (see project description section for details). Pavement and roadway facilities design and rehabilitation expertise. Kleinfelder's civil team in conjunction with our geotechnical group can assess surface distresses and subgrade deficiencies, recommend and develop plans, specifications, and estimates (PS&E) for the most appropriate and cost- effective rehabilitation measures. Kleinfelder has provided pavement, sidewalk, and ADA related assessments and rehabilitation plans for municipalities, private, and commercial clients throughout California. Kleinfelder's history of providing comprehensive client service and quality engineering within the civil engineering practice and multiple other areas of design and construction delivers a full -service solution to solve the City's needs. Kleinfelder's ability to provide multiple core services in-house allows for an integrated and streamlined approach to project delivery. Our experience with municipalities includes successfully managing and delivering on multiple on -call contracts and high -profile water, wastewater, reservoir, bridge, and site work projects. Additionally, we have provided design services for multiple Green Infrastructure, Complete Streets, and Low Impact Development (LID) projects for various municipalities. We bring best practices learned from previous on -call/ as -needed contracts, and the relevant diverse experience to successfully complete the City's task orders. We will utilize our four step (planning, execution, monitoring, management) project delivery approach as described above to successfully deliver the contract task orders on time and within budget. Our knowledge of current codes and design guidelines is exemplary and includes Title 24 California Code of Regulations, California Building Standards Code, American Water Works, Caltrans, ADA, City of Santa Ana Municipal Code (SAMC), and a wide knowledge of professional standards of the city, county, state, and federal guidelines. Kleinfelder also has an extensive knowledge of micro station V8i for the use of plan development and the City of Santa Ana's CAD standards resulting in a seamless integration of standards and development of plans for the City. We also realize the importance of having available resources to maintain high levels of responsiveness. Therefore, we have identified several additional internal resources and established key teaming arrangements to ensure our team has the expertise and capacity to be responsive to the City's needs. In the event a task order requires additional support beyond the resources identified herein, we will tap into Kleinfelder's over 3,000 employees company wide. Our team's capacity, diverse capabilities, and area -specific expertise align with the City's projects and will provide a direct benefit by facilitating reliable, cost-effective, constructible projects, with tangible schedule and budget savings. FIRM EXPERIENCE The Kleinfelder team is well suited to provide engineering and support services to the City. The following are representative examples of Kleinfelder's work with public agencies. City of San Diego As -Needed Engineering Services I San Diego, CA Reference: City of San Diego, Edson Bandoy, Assoc. Civil Engineer, 858-292-6458, ebandoy@sandiego.gov Project Duration I Contract Value: 2017-2024 1 $27.5M (Four As -Needed 5-year Contracts) Key Staff: Kathy Haynes, Simon Wong, Jason Brown, Nick Fontaine, Don Bloodworth Kleinfelder is currently operating under a third consecutive contract for As -Needed Engineering Consultant Services to support existing and future water, wastewater, and recycled water facilities for the City of San Diego's Public Utilities Department. Under this contract, Kleinfelder is providing the City with integrated engineering and design services to assess and optimize operational efficiencies, implement green and sustainable solutions, and B,ght P,,pl,, Righ, S.Nt City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 16 reduce operations and maintenance costs while continuing to improve the value for rate payers. Services include water, wastewater, and recycled water engineering; roadway civil, electrical, and mechanical engineering; engineer's cost estimating; instrumentation and controls engineering; construction management; and wastewater treatment processes. Task Order, Remaining Cast Iron Water Main: Kleinfelder recently completed the design and is now supporting the construction of the removal and replacement of the last remaining aging cast iron water mains within the City of San Diego, as part of an as -needed contract. These pipelines ranged in size from 8 to 16 inches in diameter, were in challenging locations to replace, were hard to access, needed significant traffic control, and required multi -jurisdictional coordination. Kleinfelder gained preliminary approvals from the jurisdictional agencies to facilitate the approval process. Design included pipes that were located within five Caltrans bridges, one trenchless freeway crossing, two trolley crossings, and two City bridges. The two trolley crossings and the freeway crossing will use jack -and -bore methods. The project included geotechnical investigations; tunnel design; a study for the Caltrans bridge crossings; a preliminary design report; multiple ADA curb ramp designs; and development of plans, specifications, and an engineer's opinion of probable construction cost. Our team worked with Caltrans, Metropolitan Transit System, North County Transit District, as well as numerous other jurisdictional entities to facilitate the permit approvals. Kleinfelder provided an accelerated schedule and separate bid documents for a site which became an emergency project due to a break in the existing pipe and required immediate repair. A full set of bid documents were prepared allowing it to go to bid well before the -remaining sites were bid. ECounty of San Diego As -Needed Eng. Services for FHWA Funded Projects, San Diego County, CA Reference: County of San Diego, Chris Hanger, Project Manager, 858-495-5652, Christopher.Hanger@sdcounty.ca.gov Project Duration I Contract Value: 2015-Ongoing I $5M -Key Staff: Jason Brown, Don Bloodworth Kleinfelder has been providing services to the County for over 20 years. The 75 task orders successfully executed are valued at nearly $14M. Services have included civil design, materials testing and special inspection, geotechnical engineering, pavement engineering, hazardous materials assessments, engineering geology, and materials engineering. In 2015, the County selected Kleinfelder to develop and design the family -friendly Lakeside Equestrian Facility (Lakeside), a sprawling 14-acre recreational park for the county's Park and Recreation department. Lakeside involved preparation of a detailed comprehensive set of documents including stormwater and drainage analysis; geotechnical analysis; preparation of a hydromodification study; water, sewer, stormwater, and electrical site utility design; parking lot and drainage channel design; and the preparation of grading, storm water pollution prevention, demolition, and planting and irrigation plans. Additional featured task orders are provided below. All task orders have been delivered on time and on budget. Rios Canyon Sidewalk Replacement ($100,000). Kleinfelder provided expertise for 400-LF of new sidewalk, seven pedestrian ramps, two driveways, curb returns and cross gutters, asphalt pavement, retaining walls, analysis and design for drainage, and utility coordination. Activities included incorporation of Americans with Disabilities Act (ADA) compliant elements, meeting an aggressive schedule and topographic redesigns. Woodside Avenue Conceptual Design and Cost Estimating ($75,000). Kleinfelder updated the conceptual design and cost estimate for 1.25 miles of streetscape corridor. The project will improve traffic safety by providing complete pedestrian and bicycle connections including Green Streets and Complete Street features. Activities included coordination with Kleinfelder's in-house water design experts, drainage, right-of-way coordination and more. Professional Services 2019. Jamacha Boulevard Traffic Signal and Raised Median Improvements ($100,000). Kleinfelder was responsible for the analysis and design of 560-LF of new median, two curb returns, three pedestrian ramps, upgraded intersection traffic signals, asphalt pavement, potholing, and utility coordination. Activities included the coordination of right-of-way details, TCE add -on, and the management of the placement of a challenging traffic signal. CHR City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 17 B,ght P,,pl,, Righ, S.Nt :L P avement Management and Design Projects (Cities of Oakland, Chula Vista, & Coronado) Reference: City of Oakland, Wladimir Wlassowsky, Project Mgr., 510-238-6383, wlassowsky@oaklandnet.com; City of Chula Vista, Gregory Tscherch, Project Manager, 619-691-5021, gtscherch@chulavistaca.gov; City of Coronado, Jim Newton, Project Manager, 619-522-7383, jnewton@coronado.ca.us. Project Duration I Contract Value: 2016-2020 1 $250k, $120k, $30k Key Staff: Jason Brown, Don Bloodworth City of Oakland City wide Pavement Assessment in which Kleinfelder assessed and assigned pavement condition index (PCI) ratings on 11 miles of city streets. Kleinfelder then developed an subsurface investigation plan in areas that had suspected base and subbase deficiencies based on pavement distresses. Kleinfelder then provided pavement rehabilitation recommendations and developed PS&E documents for the pavement repairs. City of Chula Vista Pavement Assessment Kleinfelder acted as a sub consultant on an as -needed contract in which we assessed, assigned PCI ratings, and provided pavement rehabilitation recommendations for over 200 city street sections. City of Coronado Pavement Assessment as part of an On -Call contract with the City Kleinfelder assessed and assigned PCI rating for 30 street segments and updated the City's Project Management Program software "StreetSaver" with the updated segment PCI ratings. City of Ontario/Ontario Municipal Utilities Company, various On -Calls including As -Needed Professional Engineering Design Services, As -Needed Geotechnical and Materials Testing Services Reference: City of Ontario, Dan Beers, Design & Construction, Principal Project Manager, 818-388-0212, dbeers@ontarioca.gov Project Duration I Contract Values: 2014-Ongoing 1 $2.6 Million Key Staff: Dany Hanna, Jeff Waller, Eric Noel, Bryan Webb, Nick Fontaine, Christina Nishimoto, Robert Kovacs, Nedic, Brian Tran, Dany Hanna -Sava Since 2014, Kleinfelder has been performing as -needed professional engineering design and geotechnical engineering, environmental, and materials testing and inspection services as an extension to the City's engineering department. The following briefly describes some of Kleinfelder's key projects under this contract: • D Street Storm Drain Relocation. The project consisted of undertaking the redevelopment of a parcel of land located on the southwest corner of the D Street and Sultana Avenue intersection. The property, owned by the City, includes an existing drain easement and 24-inch line which directs stormwater from drainage infrastructure located at the intersection of Cherry Street and D Street to the existing drainage system on Sultana Avenue. Given the redevelopment of the property, the goal of this project was to discontinue the existing cross-country storm drain line and redirect runoff from the Cherry Street/D Street intersection to existing drainage infrastructure on Sultana Avenue. • C-Block Parking Structure. The Kleinfelder Team provided geotechnical and environmental engineering along with special inspection, and laboratory testing services for this new four -level structure located on the northwest corner of C Street and Lemon Avenue. This parking structure features 400 parking spaces, incudes roof parking, has eight Tesla Motor Supercharges, and is part of the continuing redevelopment in Downtown Ontario. The Kleinfelder team provided the following services: Data Gathering and Review; Preliminary Design; Site Reconnaissance and Detailed Utility Verification; Public and Private Utility Coordination; Storm Drain Sizing; Geotechnical Investigations; Geotechnical Laboratory Testing; Geotechnical Report; 30% Preliminary Design and Report; Final Design. FOrange County Public Works, On -Call Construction Services, Geotechnical Engineering & Materials Testing, Construction Inspection Services, Public Relations, and Graphic Designs Reference: County of Orange, Javier Soto, Construction/Special Projects Mgr., County of Orange, 714-227-1470, javier.soto@rdmd.ocgov.com Project Duration I Contract Value: 12/2017-12/2022 1 $1.5M (2-year extension $0.5M) = $2M Key Staff: Dany Hanna, Eric Noel, Jeff Waller, For over a decade, Kleinfelder has been providing construction inspection, geotechnical engineering, and materials testing and inspection services for the County under the direction of Mr. Dany Hanna, PE, Project/Contract Manager. Our services are in accordance with the County/District's Quality Assurance program and support projects for the construction of new or rehabilitation of existing roadways, flood control channels, parks, and/or other infrastructure. KLEINF-ELDER City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 18 �,,hl R,,hl Kleinfelder has also held contracts with the County for On -Call Construction (Management & Inspection) Services from 2017-2020 and On -Call Public Relations and Graphic Design Services from 2017-August 2022. Oso Parkway Bridge Replacement, Aliso Viejo: Activities consisted of the removal, relocation, and adjustment of existing improvements, excavation and grading, removal and relocation of existing utilities, construction of new storm drainage and storm water pre-treatment and storage system, construction of curb, gutter, pedestrian walkways and ramps, bridge construction, roadway paving, and new overhead signage and traffic control devices. Kleinfelder has performed concrete batch plant inspection, Portland cement concrete aggregate sampling and testing, and onsite flexural beam fabrication and laboratory testing per Caltrans test methods. Hot mix asphalt batch plant inspections occurred and Kleinfelder material testers sampled the HMA, binder, and aggregates for testing in our Caltrans accredited laboratories. Loma Ridge Road Widening: Loma Ridge Road serves as the only access road to the County's Emergency Operation Center (EOC). Constructed in 1992, Loma Ridge Road begins as a two-lane road at the EOC and transitions to one lane. It continues as a one lane road for the lower two thirds of its alignment until it reaches a security gate, southwest of the State Route 241 toll road and Santiago Canyon Road. The County awarded Kleinfelder a geotechnical engineering task order to improve the road by widening it to two lanes, replacing the existing pavement for the full width of the road, performing minor grading, and constructing up to 4 retaining walls. ECity of Carlsbad, As -Needed Water, Recycled Water and Engineering, Carlsbad, CA Reference: City of Carlsbad, Public Works, Stephanie Harrison, Utilities Department, Technical Services Manager, 442-339-2310, stephanie.harrison@carlsbadca.gov Project Duration I Contract Value: 2018-Ongoing I $300K Key Staff: Bryan Webb, Art Garcia, Trevor Shackelford Kleinfelder is currently providing Carlsbad Municipal Water District with As -Needed Water and Recycled Water Engineering services on a second consecutive As -Needed contract. During the first contract, Kleinfelder worked on two main projects for the District. Valve Replacement Project - Phase 1: As part of their asset management program, the District identified numerous valves requiring replacement. This project includes the replacement of 38 existing valves and installation of 14 new valves at 19 sites throughout Carlsbad. Each location is unique depending on pipeline and valve location, street type, and valve cluster configuration. The valve replacement design includes development of plans and details. Each site's design was thoughtfully tailored. Design considerations and permitting coordination with North County Transit District and Caltrans was necessary for several locations. During the design it was determined that insertion valves would be utilized to assist in shutdowns for the replacements. Kleinfelder assisted the District in determining the best locations for the valves for the best shutdown sequencing as well as for future use. An engineer's opinion of probable construction cost was prepared. Bolero Pressure Reducing Station Replacement: The District's Bolero Pressure Reducing Station (PRS) buried concrete vault had developed cracks in the upper portions of the walls and had concrete spalling occur on the interior roof and walls. Kleinfelder was retained to conduct a site visit and prepare a report describing the condition of the PRS. The report presented three replacement options for replacing the vault listing the advantages and disadvantages of each option and providing a concept level opinion of probable construction cost for each option. Options included pre -cast vault with pre -cast bottom, pre -cast vault with cast -in -place bottom, and cast -in -place vault. Based on the report and the recommended options, Kleinfelder prepared design documents for a new vault, preparation of construction drawings, calculations, and specifications, and prepared an opinion of probable -construction cost. Kleinfelder also provided bidding and construction phase services. ECity of Carlsbad, On -Call Structural Engineering Master Agreement, Carlsbad, CA Reference: Dave Padilla, Senior Engineer, City of Carlsbad Utilities, 760-603-7356, dave.padilla@carlsbadca.gov Project Duration I Contract Value: 2015 - 2024 1 $30OK -Key Staff: Jason Brown, Christina Nishimoto, Eric Ng, Kathy Haynes Kleinfelder has provided the City of Carlsbad with Professional Structural Engineering Services under two Master Services Agreement contracts. The projects below are a sample of the task orders completed through this contract. Coastal Rail Trail Reach Bridges Design: This project consists of a segment of the Coastal Rail Trail, starting north at Cannon Road and continuing south. The trail is adjacent to and just west of the NCTD railway. This project -included a total of six pedestrian bridges along this stretch of trail, with widths of 12 feet with varying lengths r0HR City of Santa Ana On -Call Professional Engineering Services - No. 23-030 1 Page 19 B,ght P,,pl,, Righ, S.Nt between approximately 60 feet and 110 feet. All six bridges are single -span prefabricated steel truss bridges, bearing upon cast -in -place concrete abutments. The designs of the superstructures of the prefabricated trusses were prepared and submitted by the contractor during the construction phase. Kleinfelder provided the abutment designs and specifications for contractor superstructure designs. Chinquapin Sewer Lift Station — Metal Roof Canopy Design: Kleinfelder provided the structural design of a steel frame canopy supporting a standing seam metal roof, which was placed on an existing masonry enclosure. The canopy has a sloping roof with height that varies from 6 inches to 2.5 feet above the existing masonry wall. The supports for the canopy were bolted to the masonry wall with post -installed anchors. The roof framing was designed in accordance with the 2010 California Building Code. Kleinfelder provided structural plans and calculations, and a site visit prior to start of design to observe the existing structure and take photos and measurements documentation. EIrvine Lake Pipeline North Conversion, Santiago Hills Zone C+ Reservoir I Irvine, CA Reference: Irvine Ranch Water District, Jacob Moeder, Project Manager, 949-453-5554, moeder@irwd.com -Project Duration I Contract Value: 2014-2016 1 $934K Key Staff: Eric Ng, Christina Nishimoto, Art Garcia, Jason Brown Kleinfelder provided expert project management, structural engineering, Civil Site design, and geotechnical engineering for the design of the 2.4-MG recycled water reservoir. Kleinfelder's responsibilities included oversight and site layout design, reservoir design, appurtenance design such as strainers, backwash system, valve, and vault, overflow system, stormwater drainage system, and pipelines. The reservoir is partially buried, and the overall site layout required the design of concrete block retaining walls. Mechanical elements at the reservoir site included flow metering equipment, strainers to remove shells and other debris from the untreated water entering the reservoir from Irvine Lake. As part of the geotechnical study, Kleinfelder evaluated four reservoir sitting alternatives. A detailed geotechnical investigation was required to identify historical landslides and abrupt changes in geological formations beneath the site to optimize the reservoir location. As part of the civil site design, Kleinfelder developed the site layout plans including temporary excavation and access road plans, final grading and access road designs, retaining wall layouts, and the site stormwater -conveyance system. REFERENCES Kleinfelder has several recent, relevant, public entity references where the team has performed similar work within the past five years. Below are three references with valid, current emails. We encourage the City to reach out to these agencies and learn more about Kleinfelder's successful project delivery. Public Agency Reference Javier Soto, PE, PMP, QSD Manager Project Scope of Work On -Call Construction Inspection, Geotechnical, I Orange County Public Works Construction Materials Testing and Inspection OC Construction/Special Projects County of Orange Project Description #5 714-227-1470; Javier.Soto@ocpw.ocgov.com 2 Edson Bancloy, Assoc. Civil Engineer City of San Diego As -Needed Engineering Services, three City of San Diego as -needed 5-year contracts 858-292-6458; ebandoy@sandiego.gov Project Description #1 3 Dan Beers, Principal Project Manager City of Ontario/Ontario Municipal Utilities Company, City of Ontario/ Ontario Municipal Utilities District various On -Calls including As -Needed Professional 909-395-2806 1 C: 818-388-0212 Engineering Design Services, As -Needed Geotechnical dbeers@ontarioca.gov and Materials Testing Services Project Description #4 KLH1NF'HL0HR City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 20 B,ght P,,pl,, Right 5,1,t SCOPE OF SERVICES AND SCHEDULE Task Order Scope and Schedule Development: The planning stage is a critical process in developing the scope and schedule for each new task order. As a part of our time -tested task order planning process, we assemble inputs from a wide range of related topics, organize them into meaningful order, and develop the new task order using the following steps: • Identify stakeholders • Analyze project needs, objectives, and constraints • Assess risks and identify potential obstacles • Possible technical challenges • Possible stakeholder or schedule constraints • Assemble most appropriate project team members to develop project scope and schedule • Develop a Work Breakdown Structure (WBS) to itemize scope items and tasks • Assemble WBS into sequential and logical activities to create a project schedule and identify the critical path 0 Identify assumptions, exclusions, and additional needs for a task order proposal The result is a well-defined scope of services that reduces the risk of unknown budget overruns and schedule delays during the life cycle of the task order. Kleinfelder will collaborate closely with the City during the planning process to develop the scope and schedule for each new task order. We are sensitive to your requirements and will tailor our task order scope and schedule to serve your needs. Work products will be provided on or before scheduled deadlines and will be actively managed with task order schedules. Schedule management will be accomplished by Kleinfelder's Task Order Managers through monitoring of work product and verification of work in progress with scheduled reviews. Schedules will be updated upon recognition of any change and prior to every progress meeting. In certain circumstances projects may require an accelerated schedule. With Kleinfelder's depth of resources and in-house services, in conjunction with our comprehensive group of subconsultants, we can adapt to the City's schedule. Although we try to identify project risks and hurdles during the project's planning stage, unforeseen issues may arise that may cause delays. Kleinfelder is dedicated to the City's projects and will have assigned personnel to ensure that we have the expertise and depth of personnel resources to adapt to these unforeseen project challenges, identify float within a schedule, and reduce the negative effects of project problems. Our Kleinfelder team can commit to many general schedule durations to ensure that accelerated progress on each task order is made: 0 Because our Contract and Task Order Leaders are available, we can commit to responding to City phone calls within that same day and responding to City emails within one day. Because of our in-depth project planning process, we can commit to starting new task orders within 24 hours after receiving Notice to Proceed (NTP). Because of our depth of expert staff resources assembled during the design phase of each task order, we can commit to the following accelerated durations: CHR City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 21 B,ght P,,pl,, Righ, S.Nt 0 Responding to City review comments in less than two weeks of receipt from City. Resubmittal of major design milestones within two (2) weeks of resolution of City review comments. 0 Preparing meeting minutes within two one day of conducting meeting with City. Because of our depth of expert staff resources assembled during the bidding and construction phase of each task order, we can commit to the following accelerated durations: Responding to Contractor submittals and shop drawings within one week of receipt from City. Responding to Contractor requests for information (RFl) within three (3) working days of receipt from City. Responding to Construction Contract Change Orders within two (2) working days of receipt from City. We understand the City may not have specific tasks designated for this contract. However, using in- depth research of the CIP and RFP, we have outlined probable categories of tasks/scope the City may require. The following highlights potential task and scopes of work, Kleinfelder's experience, and benefits of the Kleinfelder team. Experience Benefit Task: Water and Sewer Pipeline Replacement Kleinfelder has completed multiple pipeline replacements forsimilar agencies through as - needed contracts including cast iron Kleinfelder has condition assessment experts, and could help prioritize, and potentially eliminate or delay replacement Task: Raw Water Distribution Kleinfelder has in-depth knowledge of the raw water distribution system and completed water master planning forvarious areas including designing facilities and pipelines for raw water distribution. Reduce City costs Reduce community impacts to traffic Optional solutions as part of asset management Reduce coordination time with permit agencies Improve reliability and efficiency Minimize customer impact for implementation Provide efficient planning Familiar with the City modeling software Task: Road Reconstruction and Pavement Repair/Parking Lot Assess existing pavement conditions Provide pavement rehabilitation recommendations and PS&E Assess parking deficiencies based on current City standards Evaluate available space to determine most efficient parking layout . Correct pavement deficiencies Obtain additional parking through restriping/ regrading to achieve required parking spaces Provide design to minimize impacts and costs Improve community relationships KLEINF'ELDER City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 22 �"hl R"hl Task: Street Intersection, WaterMastewater Pipeline, and ADA projects Evaluate existing curb ramp conditions Correct deficient curb ramps Evaluate existing pipeline conditions Replacement of deficient pipeline Sidewalk repair and/or replacement systems Improve Community relationships Storm Drain Repair Projects T. Assess storm drain conditions . Iden tify systems not meeting current standards Task: ComDlete Streets Evaluate and design roadway cross section Assess curbside activity, intersection treatments and conflict zones Task: Stormwater Projects Evaluate need for Green Infrastructure (GI) Assess available space to implement GI Low Impact development (LID) treatment design Task: Bridne Identify preventative maintenance opportunities Utilize inspection reports and visual assessments to evaluate critical rehabilitation needs FEE SCHEDULE Attached as separate file, per instructions. Correct deficient storm drain systems Ensure systems are brought to current standards Improve mobility and safety Provide separation between motorists, bikes, and pedestrians More comfortable bicycling safety for the public Improve Community relationships Adhering to City standards, determine appropriate GI Design of GI to help City meet water quality goals Improve Community relationships Minimize long term bridge maintenance costs Provide clarity on the severity of different issues and likely costs of repair to prioritize bridge upgrades 1___11 KLEINF'ELDER City of Santa Ana On -Call Professional Engineering Services — No. 23-030 1 Page 23 �"" """ "01 Attachment 3-1: Non -Collusion Affidavit Attachment 3-2: Non -Lobbying Certification Attachment 3-3: N on-Discri m i nation Certification KLEINF'ELDER City of Santa Ana On -Call Professional Engineering Services — No. 23-030 �,,hl ,), R"h, Appendix ATTACHMENT 34* NON�COLLIJSION AFFIDAVIT CERTIFICATIONS Itle 23 United States Code Section 112 and Public Contract Code Section 7106) declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham, that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, 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 bid are true; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid 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 th( of to effectuate a collusive or sham bid, ignatuie porhon wereof shall also constitute si aLL Or Lois INOII�collusi A�1111UUVILa 0 ljr�A-3 are cautioned that making a false certification may subject the certifier to criminal prosecution, P Subscribed and oul before me. e,,e- -aLd A)461 w +4 1'c-c LIF RNIAJUR T A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document, to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. COUNTYOF gi",Yk VAUArX 1 0 Subscribed and sworn to (or affirmed) before me on this Date by 'q 4,7 a, Signature ;IF �j 4:5e�� Signature of Notary Public oug �1�10 �V V attachment of thisform to an unintended document. Description of Attached Document Document Date: 0 3 /0 ZIA d .3 TIR11"JOYMO Signer(s) Ot 0 —1 Month Year ly Appendix ATTACHMENT 3-2: NON -LOBBYING CERTIFICATION CERTIFICATIONS 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 any 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, loan or cooperative agreement, the undersigned shall complete and submit a "Disclosure of Lobbying Activities". 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 3 1, U. S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $ 10,000 and not more than $ 100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $ 100,000 and that all such sub recipients shall certify and disclose accordingly. Firm Kleinfelder, Inc. Signed and Printed Narpe:__ Title Vice President Date March 14, 2023 Dany Hanna, PE City of Santa Ana RFP Page A3-2 Appendix ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION CERTIFICATIONS The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: 1. The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. 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. 7. 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 City of Santa Ana RFP Page A3-3 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 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 sub -consultant 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. 7_�J Signed: Title: Dany Hanna, PE, Vice President Firm: Kleinfelder, Inc. Date: March 14. 2023 City of Santa Ana RFP Page A34 EXHIBIT C COMPENSATION Consultant's Fee Proposal including hourly rates if applicable Fee Pro sal qrepared for: S A N TA A N A Public Works Agency 20 Civil Center Plaza, M-36, Santa Ana, CA 92701 IWO 0 n-Call Engineering Servi ces Request for Proposal 23-030 Wo-Mmm= cam * 49 4k FEE SCHEDULE Kleinfelder Classification Hourly Rate QA/QC Manager $295 Project Manager $270 Project Engineer $230 Design Engineer $180 Staff Professional $150 Environmental Specialist $220 Electrical Engineer $220 Hydrogeologist $220 Structural Engineer $240 GIS Technician $185 CAD Technician $175 Project Administration $110 KLEINFHLDHF? City of Santa Ana On -Call Professional Engineering Services — No. 23-030 Bfight P,,pl,. Right 5,1,ti- EXHIBIT 12 CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND IDS GROUP, INC. FOR ON -CALL ENGINEERING SERVICES THIS AGREEMENT is made and entered into on this 16th day of May, 2023 by and between IDS Group, Inc. ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On February 21, 2023 the City issued a Request for Proposal No. 23-030, by which it desired to retain a Consultant having special skill and knowledge in the field of - Professional Engineering Services on an on -call basis for the City's Public Works Agency. B. Consultant submitted a responsive proposal that was among those selected by the city. Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-030. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-030, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in "Scope of Services - Exhibit A", attached hereto and incorporated by reference, and as further described in Consultant's Proposal, attached hereto an incorporated herein by this reference as "Consultant's Proposal - Exhibit B". 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant's Fee Proposal, which is attached hereto and fully incorporated herein by this reference as "Compensation - Exhibit C". Consultant is one of fifteen (15) separate consultants selected to provide services on an on -call basis under RFP 23-030. The total compensation for services provided by all consultants selected under RFP 23-030 shall not exceed the shared aggregate amount of $5,000,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. b. Payment by City shall be made within forty-five (45) days following receipt of proper Page 1 of 10 invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. Notwithstanding any contrary terms contained within Consultant's Fee Proposal, Consultant's fees shall not exceed 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws. 3. TERM This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to a one, two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. 6. INSURANCE Consultant 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 Page 2 of 10 the performance of the work hereunder and the results of that work by the Consultant, its agents, representatives, employees or subcontractors. a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section. b. Insurance coverage shall be at least as broad as: (i) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit 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. (ii) Automobile Liability: Insurance Services Office Form Number CA 000 1 covering, Code I (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage. (iii) Workers' Compensation insurance 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. (iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. (v) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. d. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions: (i) Additional Insured 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 Consultant including materials, parts, or equipment furnished in connection with such work or operations. Page 3 of 10 General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary 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 Consultant's insurance and shall not contribute with it. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. 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. (v) Self -Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. 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. (vi) Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims -made basis: The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. Page 4 of 10 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 Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work. (viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix) Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors. (x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity Page 5 of 10 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 Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. Page 6 of 10 12. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assigm-nent, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. Page 7 of 10 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Jennifer L. Hall Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 Page 8 of 10 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 Fax: To Consultant: Adrian Anderson Associate Principal IDS Group, Inc. I Peters Canyon Road, Suite 130 Irvine, CA 92606 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signatures on following page] Page 9 of 10 SIGNATURE PAGE FOR CONSULTANT AGREEMENT BETWEEN CITY OF SANTA ANA AND IDS GROUP, INC. FOR ON -CALL ENGINEERING SERVICES IN WITNESS WHEREOF, 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. CARVALHO City Attorney By: HAN T. MARTR91KZ Assistant City Attorney RECOMMENDED FOR APPROVAL: NABIL SABA Executive Director Public Works Agency CITY OF SANTA ANA KRISTINE RIDGE City Manager CONSULTANT: ADRIAN ANDERSON Principal Page 10 of 10 EXHIBIT A SCOPE OF SERVICES Appendix ATTACHMENT I SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR ON -CALL ENGINEERING SERVICES RFP NO. 23-030 INTRODUCTION/BACKGROUND The City of Santa Ana intends to retain Civil Engineering Consultants on an as -needed or "on -call" basis. A Professional Services Agreement will be entered into with several of the qualified firms Civil Engineering consultant(s) to provide professional services for a variety of projects on an on -call basis. On an on -call, as -needed basis, the selected firm(s) may later be asked to provide professional engineering services proposals on specific, proj ect-by-proj ect basis, based on an agreed -upon specific scope of services and fees. In general, work consists of general engineering design projects. Funding sources for each project may vary for each project/task order assignment shall comply with the funding agency's requirements. The projects may include water and sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, traffic signal modifications; landscaping and irrigation systems; park and recreational design, grant application writing, and other related projects as required. On occasion, environmental and planning support services may also be requested. The City may need consultant services for mapping and legal description preparation, construction management, staking and inspection. Occasionally the City may also need gootechnical, electrical, mechanical, structural, and other specific infrastructure related services. The consultant shall be able to assist the City through this contract to provide the necessary services. The consultant shall utilize in-house staff and/or sub -consultants to complete the assignments to meet the City standards. For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. Prime consultant mark-ups for sub -consultant work will not be allowed, All proposals, plans, drawings, specifications, estimates, grant applications, and/or studies will be subject to the final approval and satisfaction of the City of Santa Ana. City of Santa Ana RFP 23-030 Page Al-1 Scope of Services The work consists of general engineering design and cost estimating for civil works projects, City facilities, Parks and other related projects as required, The work in general, consists of work in the following areas and not limited to: Civil- Design Transportation/Traffic Structural Geotechnical Land Surveying Architectural Landscape Architectural and Irrigation Environmental Electrical Mechanical Instrumentation and Control Systems Fire Protection Land Surveying Financial and Economic Consulting Engineering In addition to general engineering design projects Consultants may be asked to perform the following tasks: Hydraulic modeling of the water distribution, storm water, and sewer collection systems Evaluations, studies and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations, Electrical and industrial control systems evaluations, studies, drawings, documentation and recommendations Mapping Services Legal Description Preparations Grant Writing- Services Environmental/Planning Support Construction Management Support Pavement Management Special Engineering Studies/Reports/Compliance and Investigations Regulatory Compliance with Federal and State and Local Agencies Financial/cash flow analysis- public works programs Assessment and District Formation Services Sustainable Infrastructure Services Right of Way Studies If there are any exceptions to the core of requested services, proposers shall list said exceptions in their proposal (matrix form). City of Santa Ana RFP 23-030 Page A1-2 For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. The selected consultants must have the expertise, experience, and demonstrated resources available to perform the work described in this RFP. General Requirements and Project Deliverables The Consultant's services for plans specifications and estimating (PS&E) for engineering project preparation and special studies/investigations shall include and in be in conformance with the latest editions of the following: Title 24 of the California Code of Regulations (California Building Standards Code). American Water Works Association, California Department of Transportation, the Americans with Disabilities Act, the City of Santa Ana Municipal Code (SAMC), professional Standards established by the City, and or federal, state and local guidelines established in the project. As part of the preparation of the PS&E, the consultant shall prepare the special provisions pertaining to the items of work included in the plans that are not addressed on the latest editions of the applicable standards. The Consultant shall have complete responsibility for the accuracy and completeness of all documents and plans prepared. The plans will be reviewed by the City of Santa Ana for conformity with the requirements of the Agreement. Reviews by the City of Santa Ana do NOT include detailed review or checking of design or the accuracy with which such designs are depicted in the documents and the plans. The documents and plans furnished under the Agreement shall be of a quality acceptable to the City of Santa Ana. The criteria for acceptance shall be a product of neat appearance, well organized, technically and grammatically correct, checked, and dated and having the maker and checker identified. The Consultant shall have project management control procedures in effect during the entire time work is being performed under the Agreement. This task shall include the following: Project Management Plan — the consultant shall provide a detailed management plan including information and coordination with other agencies to ensure compliance and completion of the (PS&E) packages. This plan shall include all milestones and task breakdown for each of the tasks and subtasks included therein. The project management shall be submitted to the Project Manager for review and within 15 calendar days of the issued Notice to Proceed Deliverables Quality Control/Quality Assurance (QA/QC) Plan Project Schedule/invoicing Project Correspondence In case of conflict, ambiguities, discrepancies, errors, or omissions, the consultant shall submit the matter to the City for clarification. City of Santa Ana RFP 23-030 Page A1-3 The Consultant shall perform engineering design services resulting in contract documents (plans, specifications and cost estimates "PS&E") for various projects on an as -needed basis. However, work tasks may include studies or a variety of engineering tasks. If requested by the City, the Consultant shall provide a Work Plan which includes a detailed schedule of the assigned project prior to the issuance of Notice to Proceed and/or Task Order. Specific Task Orders with Notices to Proceed ("NTPs") will be provided for project(s) at the discretion of the City. Work required per Task Order shall comply with the Scope of Services and additional provisions in each Task Order and this agreement. The following services/items shall include, but are not be limited to: 1. Research existing records of utility companies and agencies and coordinate the proposed improvements with existing field conditions, 2. Conduct an environmental assessment for each project and prepare all documentation required to comply with California Environmental Quality Act (CEQA), and or National Environmental Protection Act (N-EPA). (If required) 3. Provide all field survey and topographic work necessary to complete the design effort. Design level survey and base mapping of the project site shall be prepared in US Customary English units by a California licensed Land Surveyor in accordance with the City guidelines and in Microstation V8i Computer Aided Design and Drafting (CADD) format. The horizontal datum shall be NAD 83 and the vertical datum shall be NAVD 88. All survey field notes shall be on forms provided by the City, shall be neatly completed in pencil, and shall become property of the City upon completion of the project. Informal field investigations including marking of removal areas may be required for some of the sidewalk, curb and gutter, and pavement replacement projects. 4. Complete the design of projects including plans, specifications, and engineer's construction cost estimate. The Consultant shall contact manufacturers and/or contractors to verify the engineer's estimate prior to submitting to the City. Specifications shall be prepared in Microsoft Word and an electronic copy of the final version shall be furnished to the City. The City will provide the specification boiler plate to the Consultant. 5. If requested, all preliminary and bid sets of plans shall be plotted on bond or velum paper using Microstation V8i CADD software program. All drawings shall be completed per the City of Santa Ana CADD Standards and any special provisions thereof. For interim submittals, the City may opt to receive only PDF versions of the plans for reviewing purposes. If so, the Consultant team will provide plans and/or specifications accordingly. 6. All original plan sheets, the title sheet of the specifications, calculations, and reports shall be signed and stamped by the Consultant's licensed professional engineer responsible/in-charge of the project. City of Santa Ana RFP 23-030 Page Al -4 7. If a part of the on -call project scope, the Consultant shall provide support services during the bidding and construction phases of the project, including, but not limited to: a. Respond to bidder inquiries during the bidding process, including preparation of any addenda. Following award of the construction contract, the Consultant shall attend the pre -construction meeting. b. Review and approve all submittals and shop plan drawings required supporting the construction contract. The Consultant shall complete shop drawings reviews within two (2) weeks of receipt. Contract Change Order reviews shall be completed within two (2) working days of receipt. c. Respond to written Requests for Information (RFI) to provide clarification or resolve discrepancies in the contract documents. Responses shall be completed within three (3) working days. d. Provide periodic field reviews and bring to the attention of the City of Santa Ana any defects or deficiencies in the work by the construction contractor which the Consultant may observe. The Consultant shall have no authority to issue instruction on behalf of the City of Santa Ana, or to deputize another to do so. 8. If included in the on -call project scope, upon completion of construction, the Consultant shall prepare as -built plans and submit them to the City. The Consultant shall incorporate all changes to the plans electronically with all necessary revision notations. Once plans have been updated, a signed set of as -built plans shall be submitted to the City with an electronic copy (in Microstation V8i CADD and pdf formats) of the final as -built drawings via CD ore - mail. 9. The Consultant shall monitor the project progress, maintain project files, and control the quality of the work performed by in-house staff and/or sub -consultants. Incomplete (not meeting targeted completion) or poor quality work will not be accepted. The Consultant shall ' revise the documents within a revised schedule set by the City, which may require overtime. No additional compensation necessary for the consultant to complete this work to the satisfaction of the City shall be approved by the City for the required revisions. It is the responsibility of the Consultant to produce a professional -level quality of work product. 10, If included in the on -call project scope, attend meetings with the City staff as required 11. If included in the on -call project scope, the Consultant shall coordinate plan check, design topics, permits and any other issues with the City, other Agencies, and all utility companies as required. At the direction of the City, the Consultant shall be the liaison with affected agencies. 12. If included in the on -call project scope, the Consultant shall be responsible for reviewing and approving addenda and clarifications to plans and specifications. All information regarding the plans and specifications and or documentation related to the project and approved by the City, will then become property of the City. City of Santa Ana RFP 23-030 Page A1-5 A more detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. All tasks orders shall include the staff title, hours, hourly rate and totals as related to the project. Construction Plans, Standard Specifications and Estimate (PS&E) Preliminary Design - Attend project scope meeting with City Staff to review project details. Consultant shall field review, inspect and conduct all necessary surveys to prepare a Preliminary Design Report (PDR) or alternatives, preliminary cost estimate and preferred alternative as requested by the project manager. A (PS&E) package shall be submitted to review at 30% design for independent City review A (PS&E) package shall be submitted to review at 60% design for independent City review A (PS&E) package shall be submitted to review at for FINAL independent design review. The City will review and comment on the PS&E packages with a turnaround goal of (2) weeks. One (1) copy of the documents with comments will be returned to the consultant. Unless, several agencies are involved in the review process multiple documents with comments will be provided to the consultant. After the final design comments have been incorporated the consultant shall provide the City with final (PS&E) package ready forbid. See Section - General Requirements and Project Deliverables Section. Proiect Schedule and Progress: Progress review meetings shall be held at intervals deemed appropriate by the City. The Consultant shall furnish two copies of all completed work or partially completed update/status since the last progress review meeting. Progress reports shall be submitted monthly in electronic format indicating achievements and project schedule progress. Ci1y Responsibilities: The City will provide information 'in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein. a Furnish scope of work and provide general direction as needed for the assigned project a All plan check coordination within the City a Advertise, award, and administer of construction contract 0 Electronic files (sample plans & specifications, City of Santa Ana's CADD Standards) 0 Electronic files for title sheets and sheet borders a Facilitate meeting space and coordination and City facilities City of Santa Ana RFP 23-030 Page A1-6 Fee Pronosal: In addition to Section W.B.3 (Submittal Requirements: Fee Proposal) fee schedule shall be structured as follows: The fee proposal shall include the firm's standard hourly fee schedule, and/or project fee schedule where applicable and as outlined in this this documents. A list of all positions and hourly rates required to perform the services described herein shall remain valid for one (1) full calendar year following contract execution. Subsequent rates shall be renegotiated between the firm and the City. Amore detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. Other Ternis and Conditions: 1. The project will be implemented in compliance with the City of Santa Ana's policies, as well as Prevailing Wages and State/Federal Requirements. 2. The City regards the inclusion of California based designs, engineering, and construction professionals, facilities, and services as part of the Team to be highly desirable, but not mandatory. 3. The City reserves the right to amend this Request for Proposal by addendum prior to the final dates of submission. 4. All reports, proposals, or other data or materials which are submitted shall become the sole property of the City of Santa Ana with the exception of the confidential Financial Capacity information and scaled fee proposals which will be returned to all proposers after award of contract to the selected Team 5. All products used or developed in the execution of any contract resulting from this request will remain in the public domain at the completion of this project. 6. The City has an affirmative action program, The purpose of the affirmative action program is to encourage certified minority business enterprises and women business enterprises. All submitting firms must have established affirmative action programs approvable by the City. During the RFP stage, all firms will need to complete a "Certification of Non -Discrimination by Contractors" for each firm on their team. City of Santa Ana RFP 23-030 Page AIJ EXHIBIT B CONSULTANT'S PROPOSAL AL" 7 MIN 41, aw; ir City of Santa Ana On -Call Engineering Services RFP #23-030 njk March 14, 2023 Submitted by: IDS GROUP 1 Peters Canyon Road, Suite 130, Irvine, CA 92606 T: 949.387.8500 A F: 949.387.0800 A www.idsgi.com AA IDS GROUP March 14, 2023 Mr. Sean Thomas City of Santa Ana Public Works Agency 20 Civic Center Plaza, M-36 Santa Ana, CA 92701 SUBJECT. Request for Proposals I On -Call Engineering Services RFP No. 23-030 Dear Mr. Thomas, IDS Group, Inc. (IDS) understands that the City of Santa Ana (City) is in the process of pre -qualifying firms for various capital improvement projects within the City. IDS appreciates the opportunity to submit its qualifications for the City's capital improvement program for the next three years. IDS is an award -winning engineering -architectural (E/A) firm which offers multi -disciplinary consulting services through a staff of 80 professionals. In addition to civil engineering, IDS provides specialized in-house — structural, electrical, mechanical, plumbing engineering services, architecture, landscape architecture, and cost estimating services. IDS' Value to the City of Santa Ana Team Expertise: IDS' civil engineering team will be working directly with the City, providing local knowledge in site engineering designs for municipal projects. Our civil engineering's street rehabilitation, storm water improvements, traffic, and ADA design capabilities balance costs with our client's objectives and permitting requirements. IDS'Project Manager, Adrian Anderson, brings 25 years of civil engineering expertise collaborating with municipalities and regional agencies across Southern California where he has overseen teams that provide similar scope -of -services to the City. Our in-house expertise will be enhanced by our land surveying and geotechnical engineering partners to allow us the ability to explore the best possible engineering solutions and greatest potential benefit for the City and project success. • Civil Engineering Services Focused on Public Agencies: The IDS team has completed similar project elements for many public and municipal agencies including the City of Rialto, City of Chino, County of Los Angeles, County of Orange, City of San Bernardino, County of Riverside, City of Riverside, City of West Covina, City of La Palma, City of Glendora, City of Murrieta, City of Menifee, City of Long Beach, City of Anaheim, City of Costa Mesa, City of Huntington Beach, City of Fountain Valley, City of La Habra, and the City of Irvine. • Positive Client Track Record: A testament to the quality of our customer service is represented by the fact that approximately 80% of our clientele is repeat business. 1 Peters Canyon Road, Suite 130, Irvine, California 92606 A 949.387.85000 A 949.387.0800 A www.idsgi.com Mr. Sean Thomas March 14, 2023 Page 2 Mr. Adrian Anderson, PE, Associate Principal - Civil Engineering Division of IDS Group, will be the main point -of -contact for the City. Any questions pertaining to our submittal can be directed to Adrian at 949.387.8500 Ext. 509 or via email adrian. anderson@idsgi.com. Mr. Said Hilmy, PhD, SE, LEED AP, Principal of IDS Group, hereby acknowledges that he will be the contract administrator for this submittal and will negotiate and contractually bind the firm regarding matters pertaining to this submittal. We thank the City of Santa Ana for the opportunity to submit these qualifications. IDS acknowledges receipt of Addendum No. 1 dated February 27, 2023. IDS takes no issue to Appendix Attachment 2 - Agreement. The IDS team looks forward to applying its technical expertise and providing design solutions to the challenges faced by the City of Santa Ana. Sincerely, IDS Group, Inc. Adrian Anderson, PE Associate Principal - Civil Engineering Division Said Hilmy, PhD, SE, LEED AP Principal / Contract Administrator AA- IDS GROUP I City of Santa Ana I On -Call Engineering Services RFP NO.: 23-030 Table of Contents 1. Statement of Qualifications a. Cover Letter ........................................................................................................................................................ i b. Contract Agreement Statement ............................................................................................................ ii c. Firm and Team Experience ...................................................................................................................... 2 d. Understanding of Need ............................................................................................................................... 20 e. Agreement Terms ............................................................................................................................................ 23 f. References ............................................................................................................................................................. 24 2. Scope of Services and Schedule ................................................................................................ 25 3. Fee Proposal (Submitted in a separate sealed envelope and electronically in PlanetBids) 4. Certifications ....................................................................................................................................................... 29 Attachment 3-1: Non -Collusion Affidavit Attachment 3-2: Non -Lobbying Certification Attachment 3-3: Non -Discrimination Certification AA IDS GROUP Page iv 1. Firm and Team Experience City of Santa Ana I On -Call Engineering Services G) RFP NO.: 23-030 Firm Profile IDS Group, Inc. (IDS) is a multidisciplinary architectural and IDS GROUP INC. engineering consulting firm with roots spanning over 60 years. With a staff of over 80 professionals, our integrated design team provides added value through our specialized divisions — architecture and structural, civil, mechanical, plumbing, and electrical engineering, as well as cost estimating services, maximizing service efficiency. IDS is All' committed to project excellence, providing turnkey design solutions 6 (z), to the building and infrastructure industries. PROVIDING INTEGRATED DESIGN SERVICES IDS incorporates sustainable, energy -efficient, and environmentally Year Incorporated In California: 1999 conscious designs as a significant component of each project. We Form of Organization: California S are recognized for our use of water -efficient plant materials, recycled Corporation materials, and water -efficient irrigation systems. IDS is a member Number of Employees: 80 of the Green Building Council, on design teams for LEED-certified Office Locations: building projects, and employs numerous full-time LEED Accredited Corporate Headquarters: Professionals. I Peters Canyon Rd., Ste. 130 Irvine, CA A 75 Personnel IDS is headquartered in Irvine, CAwith offices in Los Angeles and San 11845 West Olympic Blvd., Ste. 515 Diego, ensuring local knowledge and providing our clients with quick Los Angeles, CA 90064 response time. As a multi -disciplinary engineering and architectural A 3 Personnel 9636 Tierra Grande, Suite 200 firm, IDS has the practical knowledge, insight, and resources to offer San Diego, CA 92126 comprehensive services and specialized solutions to our clients. A 2 Personnel In -House Services How We Differ "IDS" stands for Integrated Design Services, as our service delivery model. We bring a focused understanding of engineering and architectural services to public agencies with an inherent curiosity, sound technical expertise, where we apply this knowledge to each project's unique set of circumstances. Our integrated design team provides added value through our specialized Civil Engineering in-house divisions The Civil Engineering division of IDS was established in 1961 in Irvine, California. Through a series of acquisitions and mergers, the company expanded to include all of the disciplines needed for engineering Years design services. IDS Group provides specialized civil engineering (0 Project experience spanning 60 years design, planning and entitlement, surveying and mapping, construction survey, LEED, sustainable design, construction administration, 000 and traffic engineering services to public agencies, owners, and developers of retail, commercial, office, industrial, institutional, and residential projects throughout the United States. Over . Professionals maximizing se"ice efficiency AA IDS GROUP Page 2 mop—, _171� City of Santa Ana I On -Call Engineering Services RFP NO.: 23-030 The following lists illustrate our in-house civil engineering and capabilities: Civil Engineering • Preparation of Construction Documents • Pavement Rehabilitation Plans • Traffic Control Plans • Signing and Striping Plans • Street Improvement Plans • Street/intersection Widening • Rough and Precise Grading Plans • Storm Drain Improvement Plans • Hydrology and Hydraulic Analysis and Reports • Water Quality Management and Design • Detention and Retention Basins Design • Sewer Improvement Plans • Domestic Water Improvement Plans • Dry Utility Coordination • Joint Utility Plans • Slope Protection Plans • Underground Fire Improvement Plans • Street Lighting Plans • Storm Water Pollution Prevention Plans • Utility Tunneling Plans • Construction Cost Estimates • Permit Processing Surveying and Mapping • Topographic Maps and Aerial Mapping • Encumbrance and Utility Maps • Boundary and Lot Surveys • ALTA Land Title Surveys • Tentative Parcel and Tract Maps • Condo Plans • Lot Line Adjustments • Parcel Mergers • Record Data Maps • Final Maps • Record of Surveys • Legal Descriptions and Plats for Easements • Dedications and Vacations • GPS and GIS Surveys Construction Survey • Construction Staking for Grading • Paving and Hardscape • Curb and Gutter/ Improvement Staking • Site Layout • Building Control • Utilities Our civil team offers a wide array of expertise and experience working on street improvements including pavement rehabilitation and ADA compliance projects. Our Civil Engineer's roadway, ADA, traffic, signing and striping design capabilities balances costs first with our client's objectives and permitting requirements. Our utility design experience includes the design and rerouting of water lines, sewer systems, storm drain systems, electrical power, and data lines. Our team also provides preliminary engineering studies and master planning through final design and construction support for public works, drainage facilities, hydrology and hydraulics, water utilities, sewer and dry utilities. Our survey department provides all design surveys, topographic surveys, boundary, ALTA, right-of-way engineering and construction surveys for public works and private sector projects. IDS seamlessly integrates civil engineering services with in-house design professionals who specialize in structures, mechanical, electrical, plumbing, and architecture in order to provide a well-rounded balance of design capabilities for our clients as a value-added service. City of Anaheim ARTIC Path of Travel to Angels Stadium AA IDS GROUP Page 3 mop—, _171� City of Santa Ana I On -Call Engineering Services RFP NO.: 23-030 Structural Engineering Our structural engineering division is a recognized leader in the design, assessment, review, and seismic retrofit of buildings and site improvements. The depth of our work includes the design of new buildings utilizing steel, concrete, and masonry, the assessment and retrofit of numerous buildings of all sizes, the evaluation, and repair of distressed structures, peer and plan review, constructability review, and forensic engineering. Our team has been honored by numerous local and national awards for innovative and outstanding design, including the Project of the Year Awards by ASCE. Before the closure of the El Toro Marine Base, IDS conducted Structural Engineering assessment of all existing buildings. Architecture IDS' architectural division provides design, planning, programming, project management, and renovation services to public and private clients throughout California. Our architectural services involve building assessments, alterations, and modifications, accessibility studies, ADA compliance studies and design, ZNE, LEED, fire and life safety assessment and design, code review, space planning, remodeling, repair of damaged and deteriorated structures, and expansions and additions to existing facilities. Our architectural services involve building assessments, alterations, and modifications, accessibility studies, ADA compliance studies and design, fire and life safety assessment and design, code review, space planning, remodeling, repair of damaged and deteriorated structures, and expansions and additions to existing facilities. Project experience of IDS staff encompasses new construction, renovation, re -adaptation, and tenant improvements to a variety of building types. Landscape Architecture IDS has a dedicated team that specializes in building healthy places for communities through the practices of landscape architecture and ecological restoration. The team focuses on the relationship between land and people where we are only as healthy as our surroundings. Most of the team's work lies in municipalities, counties and other California agencies working closely with clients and stakeholder groups to design and build healthy communities and improve quality of life. The projects designed draw from natural and cultural histories of the land and improve the natural ecological systems. Specialized expertise includes historic preservation, adaptive re -use, cultural landscapes, cultural and natural history interpretation, ecological restoration, sustainable design, drought tolerant planting, low water irrigation systems, and context- i nteg rated design. Mechanical and Plumbing Engineering Our award -winning mechanical engineering division is comprised of professional engineers and designers who are experts in the fields of heating, ventilating, air conditioning, plumbing, piping, and fire protection. We have provided design services for HVAC, plumbing, and fire protection systems for countless public projects and facilities. These projects encompass new construction, retrofit, modernization, and expansions of facilities. Our work has received the highest recognition from ASHRAE on numerous occasions. Electrical Engineering IDS'electrical engineering division brings extensive experience in a wide variety of projects that includes the preparation of engineering studies, analyses, plan reviews, preparation of drawings and specifications for new construction projects; construction cost estimates; field investigations; concept studies; reports, and post -construction support for electrical engineering projects. AA IDS GROUP Page 4 mop—, _171� City of Santa Ana I On -Call Engineering Services RIFP NO.: 23-030 Cost Estimating Our in-house cost estimator is experienced in supporting both new construction and complex renovation projects, and possess extensive knowledge of a variety of tenant improvement types. Utilizing the latest in cost control methods, IDS ensures clients' projects are well planned and expertly executed. In the delivery of its cost services, IDS provides reliable, accurate estimates while meeting its client's most critical deadlines. Sustainable Engineering The firm's project approach begins with a complete assessment of project requirements to achieve a LEED certification or provide a sustainable design without certification. To meet the project requirements our team will investigate all sustainability options including photovoltaic solar system, commercial and residential fuel cell systems, geothermal ground source heat pump systems, low energy LED lighting products, water conservation design solutions, day lighting harvesting, low -flow plumbing fixtures and high SEER air conditioning equipment. Zero Net Energy (ZNE) IDS' professional mechanical, electrical, and plumbing engineers are experienced in Net Zero Engineering. Our team seeks ways to improve the efficiency of HVAC and electrical systems in buildings and apply smart net -zero energy design and strategies. ADA Access Compliance Our expert ADA (Americans with Disabilities Act) team offers detailed ADA facility surveys and preparation of Transitional Plans, plan reviews, training, and product consulting on a regular basis to healthcare facilities, large corporations, and federal, state and local government clients. I City of Irvine, Trail Improvements Projects Bidding and Construction Administration Support IDS has significant experience with providing practical, cost effective, fast/efficient solutions and high -quality construction documents and drawings and significant experience in construction support and on -site construction administration services for public projects. Building Information Modeling (BIM) Building on decades of hands-on experience in Building Information Modeling (BIM), IDS is committed to creating value for our clients through innovative and fully integrated design solutions. IDS'BIM platform helps our multi -discipline design and construction teams improve project efficiency by optimizing performance and response - time of visualizations and simulations to create unprecedented data rich models. Our clients are experiencing the benefits of BIM that extend long past the completion of a project - including improved constructability, better -performing buildings and more efficient project delivery. They have also included Construction cost savings, Schedule compression and Energy reductions. AA IDS GROUP Page 5 City of Santa Ana I On -Call Engineering Services (D RFP NO.: 23-030 Sub -Consultant Teaming Partners AESCO (Geotechnical and Environmental Engineering) AESCO is headquartered in Huntington Beach, California and currently have eighteen employees. The firm is SBE, DBE, WBE, and CBE certified. AESCO's laboratory is certified by DSA, Caltrans and City of Los Angeles. AESCO has been involved in a number of projects involving geotechnical and environmental engineering and QA/QC construction materials testing and inspection for the City of Santa and other Southern California public agencies. AESCO's scope of work for geotechnical engineering includes foundation and pavement design, settlement problems, compaction monitoring and testing, shallow and deepened foundations, pressure injected footings, earth retaining structures, landslide analysis and control, expansive/collapsing soils, underpinning and special foundations, construction dewatering and drainage, pipelines and utilities, liquefaction analyses, and fault evaluation; laboratory testing is performed using ASTIVI, AASHTO, and other applicable specifications and guidelines; environmental engineering including Phase 11 investigations for hydrocarbons and heavy metals, methane testing, soil vapor monitoring; and construction materials testing and inspections including mortar, masonry, concrete, reinforcing steel, soils, welding, fireproofing, rebar, aggregate, asphalt, and structural steel. Relevant Project Experience with the City of Santa Ana 0 Civic Center Drive Repavement Coast Surveying (Surveying, Mapping) Founded in 1981, CoastSurveying, Inc. (Coast) specializes in surveying, mapping, aerial photogrammetry, and right-of-way mapping. Approximately 95% of the firm's work is for public agencies throughout Southern California. Coast is certified DBE, SBE, and IVIBE and has a staff of 20 with four highly qualified and licensed professional land surveyors. Coast has built a solid reputation by consistently performing quality services, responding immediately to client requests, and delivering timely and budget -sensitive projects. The firm has supported numerous clients on project sites, and depending on the requirement's urgency, survey crews' mobilization has occurred within 24 hours of the 'notice to proceed.' At Coast, their mission is to perform all work at a level that exceeds the standard level of care for the surveying profession. This objective encompasses making quality control checks at every stage of every project, from initial scope review and cost estimating, through field surveying and the generation of deliverables, to final invoicing. Coast employs proven project control methods for both field surveys and office tasks. They believe that every Coast team member has a role in ensuring the information we deliver to our clients is the requested information and delivered on schedule and within budget. Coast has found that no single surveying task is the same as another. They are flexible to adapt methods and quality controls to fit each challenge. This approach is critical to successfully meet clients' needs. Relevant Project Experience with IDS 0 Los Angeles World Airports - Roadways, Utilities, and Enabling (RUE) Projects AA IDS GROUP Page 6 G) City of Santa Ana I On -Call Engineering Services RFQ NO. 23-030 ORGANIZATIONAL CHART IDS Group will provide services specific to the project scope requirements. Our experience has been to furnish the most expeditious and efficient team to reduce response times and include support for key stakeholders to achieve a collaborative successful project. *Key Staff Adrian Anderson, PE* Associate Principal /Project Manager Said Hilmy, PhD, PE, SE, LEED AP Principal 1--t-t A IDS CIVIL ENGINEERING AND E/A SUPPORT TEAM Nathan Kerstiens, PE, QSD/QSP'* John Silber, AlA_ Jaime Rosenbach, PE, SE Civil Engineer Lead Architect Lead Structural Engineer --A Jason Wetterich, PE Civil Engineer Shelley Sivak, RA, LEED AP Victor Mercado, MS, SE Structural Engineer kiCi. Architect A�'z� Abbegail Roman-Esperanza, EIT Senior Civil Designer Song Brandner, RA, LEED GA Steve Uthoff, PE, SE Structural Engineer �; Architect Harry Nguyen Civil Designer Gill Iradukunda Civil Designer Ghazaleh Laleh, PhD Structural Designer -M& Joy Lyndes, PLA, FASLA_ Landscape Architect Faisal Dakhil, BSCE, MSCE 7v I Darin McKee CAD Designer - BIM Cost Estimator Darren Smith, PE, BEAP* Mike Lin, PE Joyeuse Dufitumukiza, PE Lead MEP Manager Mechanical Engineer Electrical Engineer Manolito Ocampo, PE* Lead Electrical Engineer Bob Kramer Electrical Project Manager Michael Reed Lighting Project Manager =nfPe-hnirnl nne crivil VI III lull lul rrigirluelIF19 --------------------- AESCO I : AESCO ' : I - - - - � I ------------------------------- I - - - - - - - - - - - - - - - - - Land Surveying ---------- Andrade :COASTsuRvEYING, uqc. + Riehle LAND SURVEYING ----------- &A IDS GROUP Page 7 0 0 P w 1-1 71� City of Santa Ana I On -Call Engineering Services RFP NO.: 23-030 Education BS, Civil Engineering, California State University, Long Beach Professional Credential Civil Engineer, CA#60955 Education BS, Civil Environmental Engineering, University of Southern California Professional Credentials Civil Engineer, CA#68486 Storm Water Pollution Prevention Plan (SWPPP) Qualified SWPPP Developer (QSD) Qualified SWPPP Practitioner (QSD) CA,#23488 Adrian Anderson, PE Associate Principal / Civil Project Manager Adrian has over 25-years of experience with various street improvement projects ranging from new roadway alignment studies, to widening and rehabilitation, ADA access, and active transportation. He leads the civil engineering group at IDS overseeing PS&E tasks, project reports, and other civil documents. Relevant Project Experience • Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Paving & Street Design • Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Security & Gate Improvements • Riverside County Sheriff Dept., Coroner Facility Parking Lot Improvements, Drainage, and Water Quality • City of Orange Water Division Warehouse Replacement & Relocation • Pierce College Storm Water Implementation • Cal Poly Pomona Arabian Horse Center Restoration Storm Drain System and Treatment Nathan Kerstiens, PE, QSD/QSP Civil Engineer Mr. Kerstiens provides advance knowledge of civil engineering design and technical guidance to the civil and CAD production teams. He brings quality to each project undertaken at IDS from design through construction. Relevant Project Experience • Los Angeles World Airports (LAWA), Roadways, Utilities & Enabling Projects, Security & Gate Improvements • Topanga Elementary Charter School Access Design, Paving and Drainage Improvements • City of Chino, Riverside Drive ADAAccess Ramp • City of Chino, Pipeline Ave ADA Access Ramp • County of Orange Yale Navigation Center • Martin Luther King Jr. Medical Center Storm Water Quality Treatment Plans AA IDS GROUP Page 8 mop—, _17�1 City of Santa Ana I On -Call Engineering Services RFP NO.: 23-030 Education BS, Civil Engineering, California State University, Long Beach Professional Credential Civil Engineer, CA#C94131 Education Bachelor of Science, Civil Engineering, University of the Philippines Professional Credential Engineer -in -Training (EIT) Jason Wetterich, PE Civil Engineer Jason is highly skilled in civil design where his expertise is in grading, hydrology and water quality management studies for both public agency and private projects. He utilizes both Civil 3D and AutoCAD for production work on a daily basis. Relevant Project Experience • Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Paving & Street Design • Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Security & Gate Improvements • Riverside County Sheriff Dept., Coroner Facility Parking Lot Improvements, Drainage, and Water Quality 0 City of Orange Water Division Warehouse Replacement & Relocation Mt. San Antonio College Sow Barn and Sheep Sorting Pens Low Impact Development (LID) and Drainage Improvements Abbegail Roman- Esperanza, EIT Sr.Civil Designer and StormWater Compliance Ms. Roman-Esperanza leads IDS' civil team in the design of storm drains and water quality and quality control of project that entail storm water design and studies. She is a thoughtful team player who takes a proactive and engaged approach to working with her colleagues and public agency stakeholders. Relevant Project Experience • Riverside County Sheriff Dept., Coroner Facility Parking Lot Improvements, Drainage, and Water Quality • Pierce College Storm Water Implementation • Mt. San Antonio College Sow Barn and Sheep Sorting Pens Low Impact Development (LID) and Drainage Improvements 0 Cal Poly Pomona Arabian Horse Center Restoration Storm Drain System and Treatment AA IDS GROUP Page 9 0 0 P w 1-1 71� City of Santa Ana I On -Call Engineering Services RFP NO.: 23-030 Education Master of Architecture, Southern California Institute of Architecture Professional Credential Architect, CA #C15573 Education Master of Science, Civil Engineering, University of Southern California Bachelor of Science, Civil Engineering, University of Southern California John Silber, RA Lead Architect Mr. Silber has been an active member of the architecture and urban design of Southern California for more than 30 years. As an award - winning architect John's experience covers a broad range of urban projects, including a number in areas of special interest, such as the link public education creates between culture and economic vitality. Relevant Project Experience • Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Security & Gate Improvements • City of Orange Water Division Warehouse Replacement & Relocation 0 City of Irvine Bill Barber Park Shade Structure • City of Norwalk Transportation & Public Facility Improvement • City of Commerce Veterans Memorial Park Recreation Center Faisal Dalkhil, BSCE, IVISCE Cost Estimator Mr. Dakhil has over 30 years of pre -construction, construction management, and estimating experience in a wide spectrum of projects ranging in values from $1 million to more than $250 million. As Senior PM and Chief Estimator, Faisal has accumulated a long track record of successful jobs coming in under budget and on -time, resulting in substantial savings for the clients. Relevant Project Experience Mt. San Antonio College Sow Barn and Sheep Sorting Pens Low Impact Development (LID) and Drainage Improvements • County of Orange Yale Navigation Center • City of Glendora Finkbiner Park, Glendora, CA • City of Commerce Veterans Memorial Park Recreation Center 0 City of Irvine, Bill Barber Park Shade Structures, Irvine, CA AA IDS GROUP Page 10 0 0 P w 1-1 71� City of Santa Ana I On -Call Engineering Services RFP NO.: 23-030 v,� Ono Education Doctorate, Structural Engineering, Cornell University MS, Structural Engineering, Cornell University BS, Civil Engineering, Cairo University Professional Credentials Civil Engineer, CA #C-43988 Structural Engineer, CA #S-3680 LEED Accredited Professional z V� Education MS, Structural Engineering, California Polytechnic University, Pomona Professional Credentials Structural Engineer, CA #S5186 Civil Engineer, CA#C42855 Said Hilmy, PhD, PE, SE, LEED AP Principal / Contract Administrator Dr. Hilmy has over 29 years of experience in structural engineering design and analysis and project management. Mr. Hilmy specialties are related to providing organizational leadership with a focus on quality control in the delivery of construction documents as well as excellent customer service. Relevant Project Experience Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Paving & Street Design Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Security & Gate Improvements • Riverside County Sheriff Dept., Coroner Facility Parking Lot Improvements, Drainage, and Water Quality • City of Orange Water Division Warehouse Replacement & Relocation • Pierce College Storm Water Implementation • Cal Poly Pomona Arabian Horse Center Restoration Storm Drain System and Treatment Jaime Rosenbach, PE, SE Lead Structural Engineer With over 32 years' experience in the field of structural design, Mr. Rosenbach has been involved in the design of new structures, evaluation and retrofit of existing structures, remodels and modernization of existing buildings, and has conducted and reported numerous forensic seismic investigations. Jaime has extensive field experience having provided construction administration services as well as code compliance review services and plan check services for numerous projects. Relevant Project Experience Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Paving & Street Design Topanga Elementary Charter School Access Design, Paving and Drainage Improvements • Santa Ana River Crossing Bridge Structural Assessment Riverside County, CA • City of Orange Water Division Warehouse Replacement & Relocation AA IDS GROUP Page 11 mop—, _17�1 City of Santa Ana I On -Call Engineering Services RFP NO.: 23-030 Education Master of Science, Civil Engineering, University of California, Irvine Professional Credential Professional Structural Engineer, CA #S5020 Professional Civil Engineer, CA #C46592 Education MS, Civil Engineering, Rensselaer Polytechnic Institute Professional Credentials Professional Structural Engineer, CA #S6747 Professional Civil Engineer, CA #C84504 Victor Mercado, PE, SE Structural Engineer Mr. Mercado is a 20+ year veteran at IDS Group with hands-on experience in structural design of steel structures, concrete frame or shear wall structures, masonry structures and timber structures for community -oriented projects. Relevant Project Experience • City of Orange Water Division Warehouse Replacement & Relocation • Mt. San Antonio College Sow Barn and Sheep Sorting Pens Low Impact Development (LID) and Drainage Improvements • County of Orange Yale Navigation Center • County of Orange Public Works Tier 1 & Tier 3 Assessment of Buildings 10, 11A, 11B, 12A, 12B & 14 • City of Commerce Veterans Memorial Park Recreation Center Matthew Michnewich, MS, SE Structural Engineer Mr. Michnewich is a licensed Structural Engineer in California with eight years of experience in design and analysis of buildings. His areas of expertise include seismic evaluation and retrofit of existing buildings, and new construction of concrete and steel buildings. Matt's passion for seismic engineering and extensive knowledge of both structural behavior and building codes have quickly made him a leader on important and complex projects. Relevant Project Experience Topanga Elementary Charter School Access Design, Paving and Drainage Improvements 4. City of Orange Water Division Warehouse Replacement & Relocation Cal Poly Pomona Arabian Horse Center Restoration Storm Drain System and Treatment Los Angeles County Probation Department - Los Padrinos Parking Garage No. 18 Building Evaluation AA IDS GROUP Page 12 mop—, _171� City of Santa Ana I On -Call Engineering Services RFP NO.: 23-030 Education Bachelor of Science, Mechanical Engineering, California State Polytechnic University, Pomona Professional Credential Professional Mechanical Engineer, CA #M30841 Education Bachelor of Science, Electrical Engineering, in Holy Angel University in the Philippines Professional Credential Professional Electrical Engineer, CA #C16367 Darren Smith, PE, BEAP Lead MEP Manager Darren Smith is a registered mechanical engineer with more than 23 years of experience in both design bid build and design build projects. Darren is a very experienced design engineer and project manager with extensive experience in designing and managing numerous construction projects requiring strong cross communication at various levels of project ownership. Relevant Project Experience Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Paving & Street Design • County of Orange Yale Navigation Center • Mt. San Antonio College Sow Barn and Sheep Sorting Pens Low Impact Development (LID) and Drainage Improvements Department of General Services Junipero Serra State Office Building Manny Ocampo, PE Lead Electrical Engineer Mr. Ocampo has 33 years of electrical engineering experience and presently holds seven (7) professional electrical active professional registrations in the United States. Manny has provided electrical engineering consulting services to public and private agencies for municipalities, building assessments, warehouses, tilt -ups buildings, office buildings, high rise and mid -rise buildings, mixed use buildings, hospitals, clinics, shopping centers, restaurant chains industrial buildings and power generating plants. His expertise includes electrical design, and power plants construction, inspections, QA/QC and audits. Relevant Project Experience Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Security & Gate Improvements Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Shell Station Electrical Improvements • Riverside County Sheriff Dept., Coroner Facility Parking Lot Improvements, Drainage, and Water Quality • City of Orange Water Division Warehouse Replacement & Relocation AAIDSGROUP Page 13 mop—, _171� City of Santa Ana I On -Call Engineering Services RFP NO.: 23-030 Education Masters Landscape Architecture, University of Arizona Professional Credential Professional Landscape Architect, CA: #4183 Education AA, Architectural Engineering Technology, Central New Mexico College Professional Credential NABCEP Certification for Photovoltaic System Design & Installation Joy Lyndes, PLA, FASLA Landscape Architect Ms. Lyndes brings a broad range of municipal, local and state agency expertise specializing in transportation and facilities planning, design and construction oversight of complete streets, facilities programming and smart growth. Her practice focuses on health and wellbeing as one of the key priorities of our community regeneration framework, fostering long-term health outcomes in our neighborhoods and public spaces. Her experience includes landscape programming, planning, design, construction documents, and construction administration for local, State and Federally funded projects. Relevant Project Experience • County of Orange Yale Navigation Center • Aerospace Corporation Pocket Park, El Segundo, CA • Leo Carrillo Historic Ranch Park, Carlsbad, CA • University of Arizona Bryant Banister Laboratory of Tree Ring Research, Tucson, AZ Bob Kramer Electrical Project Manager Bob Kramer has 39 years of experience of diverse electrical systems including solar photovoltaic, solar thermal, architectural lighting, and electrical, instrumentation, and power distribution engineering design with automation layout in AutoCAD. His expertise is reflected in solar photovoltaic, lighting and power distribution, electrical feasibility studies, building automation systems, fire alarm systems, and medium voltage (2.4kV-5kV-12kV) utility infrastructure distributed on upgrade projects. Relevant Project Experience • Los Angeles World Airports, Roadways, Utilities & Enabling Projects, Shell Station Electrical Improvements • City of Orange Water Division Warehouse Replacement & Relocation • City of Costa Mesa Electric Vehicle Charging Station • City of Irvine Great Park Photovoltaic Infrastructure Development AA IDS GROUP Page 14 mop-, City of Santa Ana I On -Call Engineering Services RIFP NO.: 23-030 Relevant Experience Los Angeles World Airports, Infrastructure Improvement Projects I Los Angeles, CA Los Angeles WorldAirports- Roadways, Utilities, and Enabling Projects IDS is working with the prime consultant on street improvements that serve the area adjacent to the proposed Los Angeles International Airport (LAX) Consolidated Rental Car (ConRAC) and surrounding facilities. This project is an important component of the Los Angeles World Airports (LAWA) Landside Access Modernization Program (LAMP). The roadway improvements design will reduce congestion and enable passengers to efficiently access LAX, provide direct connections from the local highways to the ConRAC and surrounding facilities, and reduce traffic impacts to local communities. The La Cienega Boulevard & Century Boulevard intersection will be rehabilitated and restriped, within existing curb limits, to improve traffic flow through the area. Improvement include new traffic signal heads, poles, and mast arms, the addition of audible pedestrian signals, loop detectors, update of the regulatory signage to agree with the revised striping configuration, and curb ramp and crosswalk redesign. Los Angeles World Airports - Security and Gate Improvements • Civil Engineering • Street Rehabilitation Improvements 0 Mechanical, Plumbing, and Electrical Upgrades 0 Architecture 0 Re -striping reconfiguration Coordination with multiple agency and community stakeholders Engineering design for security improvements to the perimeter gates and posts at eight (8) LAWA and Airport Police operated locations and three (3) tenant operated locations. • Gates/Posts upgraded to include one set of K-1 2 (M50) certified crash gates (17 total) and controls designed for installation along the perimeter of the airside or the landside approach. • Relocation of gate arms to be outside the rolling gates such that the gate arm will be the first gate that vehicles approach to prevent casual contact with rolling gates. • Utility mapping • LED lighting • Upgraded cameras for each of the posts and gates, excluding tenant gates. • Intercoms for security posts upgrades 0 Coordination with multiple stakeholders and community groups. Los Angeles International Airport Infrastructure Upgrades IDS working with the prime consultants for two critical infrastructure projects which service LAX: Airport Police and tenant operated locations and the re-establishment of permanent power to a Shell Gas Station for the 98th Street Duct Banks. Key Staff: Adrian Anderson, Jason Wetterich, Nathan Kerstiens, Harry Nguyen, Victor Lopez, Jaime Rosenbach, Darren Smith, Joyeuse Dufitumukiza, Manny Ocampo, John Silber, Shelley Sivak, and Michael Reed Project Dates: 2021 - On -going Contract Amounts: $330,000 (street improvements) 1 $389,458 (security & gates) 1 $13,001 (Shell Gas Station) Client References: Christian Saad (Commercial Manager for ARUP on behalf of LAWA for the Street Improvements and Infrastructure Upgrades) Phone: (310) 578-4400; Anthony Kirby (Principal for ARUP on behalf of LAWA for the Security and Gate Improvements Project) Phone: (310) 343-2616 1 Email: Anthony.Kirby@arup.com AA IDS GROUP Page 15 0 0 P w 1-1 71� City of Santa Ana I On -Call Engineering Services RFP NO.: 23-030 Riverside County Sheriff's Department Parking Lot Improvements for Coroner Bureau West Facility, Perris, California W On -call task order contract with the Riverside County Project Relevance Sheriff's Department to provide civil engineering design services to redesign and grade the existing parking lot at Civil Engineering the coroner facility in Perris, California. The 60,000 sf area Land Surveying is not paved and access to the parking lot is challenging Geotechnical Study especially flooding after a rain event. The IDS team is working with the agency to make needed improvements Civil Improvement Plan including paving, proper grading, drainage, and striping for 0 Water Quality Management the parking lot. Plan Key Staff: Adrian Anderson, Jason Wetterich, Harry Nguyen, 0 Storm Water Management Abbegail Roman-Esperanza, Gill Iradukunda, Alan Lopez, Manny Plan (SWPPP) Ocampo, and Robert Perez . Electrical Improvements Project Dates: June 2021 - on -going 0 Construction Phase Services Contract Amount: $99,654 Client Reference: Riverside County Sheriff's Department Ramon Tadrous, Director Project Management Office Phone: (951) 955-5951 Email: rtadrous@riversidesheriff.org AA IDS GROUP Page 16 0 0 P w 1-1 71� City of Santa Ana I On -Call Engineering Services RFP NO.: 23-030 City of Orange Water Division I Warehouse Relocation Orange, California _V1 I The IDS team is currently providing engineering design services for the replacement and relocation of the City of Orange Water Division warehouse. The existing warehouse location is now home to the City's new Fire Department Headquarters located at 105 South Water Street. The warehouse will be relocated to 1130 E. Almond Avenue. 0 Essential Service 0 Specifications Facility Structural • Civil Engineering and Electrical • Land Surveying Engineering, Architectural • Grading Plan Design Services • Vehicular Cost Estimates Circulation Plan Construction • Water Quality Documents Management Report Key Staff: Adrian Anderson, Jason Wetterich, Joyeuse Dufitumukiza, Matthew Michnewich, Victor Mercado, Bob Kramer, Manny Ocampo, John Silber, and Song Brandner Project Dates: 2020 - on -going Contract Amount: $260,258 Warehouse Key Elements: Client Reference: 0 5,000 sf building built on the southeast portion City of Orange of the Water Division's existing yard on Jeannette Guereca, PE E. Almond Avenue City of Orange 0 The covered structure over the outdoor Phone: (714) 744-5525 materials for asphalt, backfill, gravel, and Email: jguereca@cityoforange.org spoils will be in compliance with the National Pollutant Discharge Elimination System (NPDES) * The covered structure will be designed to address water pollution by regulation at the point source and minimizing erosion runoff 0 nto the storm drain system, AA IDS GROUP Page 17 G) City of Santa Ana I On -Call Engineering Services RIFP NO.: 23-030 Los Angeles Community College District I Pierce College Stormwater Implementation Woodland Hills, California On -call task order contract with the Los Angeles Community College District to provide civil engineering design services for a stormwater bio-filtration capture and use program. The project is located in the northeast and south portion of the Los Angeles Pierce College (LAPC) campus. The program consists of three projects, which includes: 1) the Northeast North — Storm Water Implementation, 2) the Northeast South — Storm Water Implementation, and 3) Stadium Parking Lot 5 Bio-filtration. Key Staff: Adrian Anderson, Abbegail Roman-Esperanza, and Shelley Sivak Project Dates: August 2022 - on -going Contract Amount: $1,460,435 Client Reference: Los Angeles Community College District Alex Hoss, AIA Regional Program Manager Phone: (858) 774-1779 Email: alex.hoss@build-laccd.org 0 Civil Engineering • Land Surveying • Utility Infrastructure Analysis • Civil Improvement Plan Storm Drain Improvement Plan • Specifications • City of Los Angeles Encroachment Permit • Agency Plan Approval • Construction Phase Services AA IDS GROUP Page 18 0 0 P w 1-1 71� City of Santa Ana I On -Call Engineering Services RFP NO.: 23-030 Riverside Drive Street Rehabilitation and ADA Ramps IDS provided civil engineering and land surveying services to assist the city in their efforts to rehabilitate approximately one mile of Riverside Drive between Fair Oaks Avenue and Central Avenue. The civil engineering team was responsible for preparing street improvement plans to construct over sixty (60) directional ADA ramps at eight (8) intersections and rehabilitation of approximately four thousand linear feet of Riverside Drive using a combination of grind & overlay and removal and replacement. The 40-page plan set included enlarged intersection paving detail sheets, enlarged individual ramp detail sheets, plan and profile sheets, typical cross section sheets, and signing and striping sheet. Pipeline Avenue and Ramona Street Rehabilitation and ADA Ramps IDS provided civil engineering and land surveying services to assist the city in their efforts to rehabilitate portions of Pipeline Ave and Ramona Ave and construct new access ramps in the City of Chino. The scope of work included collection of field data and topographic and boundary survey mapping. IDS survey crew was responsible for the collection of field data using conventional survey methods and our office survey team was able to prepare a topographic base map survey which allowed for the design and preparation of street improvement plans. Additional responsibilities included perpetuating existing centerline monuments, setting accessory monuments, and filing records with the County Surveyor's office. IDS' civil engineering team was responsible for preparing street improvement plans to construct over thirty (30) directional ADA ramps at seven (7) intersections and rehabilitate portions of the existing street where necessary. The plan set included enlarged individual ramp detail sheets, typical cross section sheets, and signing and striping sheets. Key Staff: Nathan Kerstiens Project Dates: 2017 - 2020 1 Contract Amount: $153,749 Client Reference: City of Chino I Ms. Karen Campbell, Project Manager Phone: (909) 334-3250 1 Email: kcampbell@cityofchino.org AA IDS GROUP Page 19 0 0 P w 1-1 71� City of Santa Ana I On -Call Engineering Services RFP NO.: 23-030 d. Understanding of Need Project Management Work Plan IDS'current and projected backlog of projects will enable us to provide an efficient turnaround. We are sufficiently staffed with licensed engineers and designers and architects, and our team has the required specialized and in-depth resources necessary to ensure that project assignments will be performed according to schedule. Methodology IDS is committed to an architecture that is practical, innovative, sophisticated, and relevant to our place and time. We follow three general rules in our approach for a successful completion of a project: 0 Understanding of the City's Goals related to the specific project (task order) 0 Provide proactive communications during the evaluation or design process 0 Verify and measure the achieved goals Responsiven_'�Wl ess Quality in J ILIA T #4 L Providing a collaborative partnership with the City Management Plan: IDS will work within the City standards and guidelines to ensure project success from design through completion. Our Management Plan is based upon a hierarchical team approach and is led by the corresponding Project Manager. In this management plan, the Project Manager will assemble a project team for each project assignment, matching the special capabilities of our staff and / or consultants with the requirements of the project. The Project Manager is committed to meeting staffing and schedule requirements necessary for successful project completion. Project communication begins with establishing project responsibilities, organizational structure, and clear lines of reporting within the consulting team. Based on our experience in similar projects, we have developed a clear and efficient management procedure for our services. The Project Manager will: Provide a licensed Project Engineer with extensive related work experience and training to meet the project needs. Ensure that the team is supported with the commitment of necessary resources of the firm(s) to respond to the project needs for a successful project completion, ensure that qualified professionals with related work experience will be assigned for design review and design services respectively. AA IDS GROUP Page 20 0 0 P w 1-1 71�1111111111 City of Santa Ana I On -Call Engineering Services RFP NO.- 23-030 Develop the project schedule and monitor the progress of the project through standing team meeting and monitor the review budget at various stages. Provide progress reports and facilitate the review of the work. Monitor the technical performance of the project team, ensure quality and consistency (QC), and ensure detection and resolution of project performance issues before they become problems. 0 Ensure that the City is clearly informed of the progress and status of the project. 0 Enhance working relationships of team members and the City. QUALITY ASSURANCE / QUALITY CONTROL • Determine Project Requirements • Implement Procedures for Project Development • Coordinate with Project Subcontractors • Coordinate Document Review & Approval • Maintain Communication to Resolve Issues • Provide Guidance/Action to Resolve QC Issues • Use of Department Standards • Use of Recognized References and Programs • Awareness of Project Plan and Timeline • Open Communication Among Team Members • Appropriate Storage of Project Documents • Timely Document Reviews at Planned intervals • Maintenance of Project Resources Quality Control Continues During Construction • Completing Assignments in a Quality Manner According to Project Plan I Enforcing Compliance with Plans & Specifications. • Communicate with Project Team and Manager - Implementation of Testing& Inspection Program. • Verity that Work is Technically Correct • Verify Work Conforms to Project Plan & QA Plan . Implementation of Safety Procedure. • Review Project in Light of Project Constraints, Constructability. Technical Correctness, Clear Presentation This Ii nes,-of-responsibly chart is actually adapt�ed • Verify Work Conforms to Project Plan & QA Plan al, ] • Provide Timely Input to Project Team I from IDS Group internal QA/QC Program Manual. Our program requires the review of all arch itectu ral/eng i neeri ng work by a QC Manager, who is qualified in these types of reviews. The main objective of this program is to satisfy the City's expectations for quality work from our design team and to limit the exposure of the City to problems that may arise during construction. The QC Manager and will be in continuous contact with our project manager throughout the progress of the assessment and design. Our practice stresses response to project requirements, adherence to applicable codes and regulations, developing work products consistent with standards prevailing in the profession, and producing reports conforming to our established in-house standards. Throughout the course of the project, our Project Manager will be in continuous contact with our team members to ensure efficient use of the capabilities of the entire team. The QC Manager will interact frequently with the City's core group to ensure that we understand the requirements and preferences and to assure adherence to the project schedules and deliverables in a timely manner. AA IDS GROUP Page 21 City of Santa Ana I On -Call Engineering Services G) RIFP NO.: 23-030 PROJECT CONTROLS IDS provides skills and decision -making capabilities honed from many years of experience serving our clients. The overarching goal will be to ensure that project work is performed in strict accordance with contract documents, the project's schedule and budget, and governmental requirements. These services will primarily fall within the following four functional categories: Cost Management: Provide accounting guidelines and budgets, establish cost control mechanisms, provide forecasts, validate project estimates, develop estimates, and negotiate change orders, analyze cash flow, generate change order contingency reports, and develop estimates for alternative strategies for cost reduction scenarios. Time Management: Ensure timely decision -making and actions regarding RFIs, submittals, schedule development, schedule review, monitoring of schedule resources and analysis of time extension requests. Quality Management: Provide quality assurance and control functions necessary for constructability review and inspection. Enforce codes, regulations, design criteria, and safety requirements; and ProjectIContractAdministrcition: Ensure that all the administrative tasks that must take place during project execution are accounted for. PROJECT BUDGET & COST CONTROL IDS believes that a comprehensive project budget should addresses all phases of the project and that a Cost Account Structure will be established so that costs are distinguishable at all levels of management. This budget will track costs performed from design through construction and actual costs invoiced through progress payments. The budget will be further refined as design activities continuous throughout the project and cost data becomes available. This process provides the City the ability to verify adherence to the project budget and scope of work. PROJECT REPORTING PROCEDURES IDS will provide reports that compare budget to actual costs, analyze cash flow and identify trends, present budget and schedule forecasts to the identified milestones. The reporting systems will include summaries and graphics. Reports will be designed to provide information at the different levels of detail required by the City's staff, or other project participants and decision -makers. Our proficiency with the industry's scheduling tools, such as PlanSwift@ and Microsoft Project, enable us to control any project's time functions. Moreover, IDS has successfully used cost control systems on numerous projects. We have identified, captured, 01 reported, and controlled costs using PlanSwift@ and other client- vy required systems. The project controls systems can be set up on a facility -commodity basis such that roll -up reports can be created giving visibility to individual facility or individual commodity status. AA IDS GROUP Page 22 0 0 P w 1-1 71� City of Santa Ana I On -Call Engineering Services RFP NO.: 23-030 VALUE ENGINEERING, LIFE CYCLE COST ANALYSIS, AND BID ALTERNATE DESIGNATION IDS performs in-house cost estimates to identify opportunities for alternate bids that will provide flexibility for our clients as they balance between the project scope for construction and the cost of construction. The first path to value engineering savings is constructability. Our construction cost estimator provides an internal constructability review. which will allow the design team to eliminate scope that will later prove to be impractical to build and therefore costly. The second path to value engineering is the search for alternates that provide nearly equal performance at less initial cost. When considering these initial cost savings, IDS provides a life cycle cost analysis of the alternatives so that our clients can make informed choices. C=3 aw 3W Ian als R= A- n� r= I. U NO r 10M samm Ul— ZT Value Engineering Project Example: The City of Rancho Santa Margarita City Hall and Bell Tower Regional Community Center required repairs due to water intrusion. IDS was retained as the architect of record (AOR) for the project. The initial cost estimates indicated that the project would come in significantly over budget. IDS value engineered portions of the work with alternative designs and determined constructability savings for the city. Prior to bidding, IDS identified add alternates in the bid documents. The project was on a $1,800k construction cost trajectory, however, due to the IDS team's value engineering efforts, the City awarded a contractor who bid of $1,450k. APPROVALPROCEDURE Effective construction management requires accurate and thorough communication and documentation management. IDS will serve as the communications liaison between the City's staff and the project contractor. We will provide field support to assist in an expedited review of construction -related issues such as Requests for Information (RFI), Submittals, Quality Control deficiencies and Change Orders. We will focus on adherence to formal procedures for logging, reviewing, processing, and expediting approvals. e. Willingness to Comply with Agreement Terms IDS' Associate Principal / Civil Project Manager, Adrian Anderson and Principal, Said Hilmy have reviewed the sample master agreement. IDS takes no exception to the master agreement. AA IDS GROUP Page 23 City of Santa Ana I On -Call Engineering Services (D RFP NO.: 23-030 f. References The following public agencies have done business with IDS in the last five years where the scope of services are similar to the City of Santa Ana On -Call Engineering Services. Riverside County Sheriff's Department Parking Lot Improvements for Coroner Bureau West Facility, Perris, California On -call task order contract with the Riverside County Sheriff's Department to provide civil engineering design services to redesign and grade the existing parking lot at the coronerfacility in Perris, California. Client Reference: Riverside County Sheriff's Department Ramon Tadrous, Director Project Management Office Phone: (951) 955-5951 Email: rtad rous@ rive rsidesheriff . org City of Lancaster I El Dorado Park The IDS engineering team is working with the City of Lancaster on a phased planning and design for the El Dorado Park Improvements project. El Dorado Park is a vital community resource to the city. Improvements are being done to enhance the environment which is located in a densely populated area surrounded by residential neighborhoods, an elementary school, and commercial businesses. The project features a new community building, wellness stations, accessible walkways, skate park, plaza seating with overhead shade structure, and splash pad. Client Reference: Mr. Adam Lewis, City Engineer Phone: (661) 723-6009 Email: alewis@cityoflancasterca.gov Los Angeles Community College District I Pierce College Stormwater Implementation Woodland Hills, California On -call task order contract with the LosAngeles Community College Districtto providecivil engineering design services for a stormwater bio-filtration capture and use program. Client Reference: Los Angeles Community College District Alex Hoss, AIA Regional Program Manager Phone: (858) 774-1779 Email: alex.hoss@build-laccd.org AA IDS GROUP Page 24 OT 2. Scope of Services and Schedule G) City of Santa Ana I On -Call Engineering Services RFP NO.: 23-030 Scope of Services IDS'approach to all task order assignments will be to act as the City's Engineering Design consultant for all design and approval -related activities. The discussion of scope of work and services below are general and would need to be modified to suit each specific project assignment. The following paragraphs contain the basic steps to take a project from conception to bidding. Note that not all projects will involve all steps, projects that consist only of studies or due diligence report will of course have different deliverables as outlined in the City Guidelines of projects delivery. Schematic Design Field Review/Code Compliance: Research project scope thorough field review and interviews with key stakeholders. The findings of the field review and interviews will be compared to the relevant materials furnished by the city and to applicable codes including current ADA codes. Schematic Design: Develop schematic designs and associated cost estimates for the project. The schematic designs will form the basis of initial presentation and review. The schematic designs will also be utilized to develop environmental technical studies and subsequent environmental documents. 0 Incorporate Plans with City's Standards: The finished plans will be prepared consistent with the City's business standards. Design Development Experienced Team: Mobilize a team of experts suited to the project scope, immediately following the approval of the conceptual design and authorization of a design contract. The team will be led by the project manager with oversight from the supervising principal. Kick-off Meeting: Assemble the project team with the City's representatives for a project kick- off meeting during which the conceptual design will be reviewed, and a timeline for the design development phase and construction document phase will be established. Meeting with Stakeholders: Meet with all project stakeholders and review agencies to update all project scope aspects and to establish a sequence for the project review and approval, such that all reviews proceed in a logical fashion to minimize conflicting review comments and schedule impacts. Progress Meetings: Maintain a regular schedule of progress meetings throughout the design progress. A schedule of milestone progress submittals will also be established based upon the scope and the most logical sequence to fast -track the design process. AA IDS GROUP Page 26 0 0 P w 1-1 71� City of Santa Ana I On -Call Engineering Services RFP NO.- 23-030 0 Milestone Review: Hold milestone reviews. All milestones will conform to the approved schedule and will conclude with a team meeting to solidify the direction of the design. Coordination: Coordinate with all internal review staff and document and track comments for incorporation into the final design. Any deviations from the original scope documents or deviations from design standards will be immediately reported and confirmed with the design team. Throughout the design development phase, we will aggressively coordinate with all agencies having jurisdiction. Documents delivered at 80% Progress Set: At the 80% of Design Development progress, we meet with the City to review the 80% progress set of design development documents. We will implement any changes required. • Critical Path Schedule: We will assist in the coordination of a Critical Path Schedule for construction. • Completion of Design Development: At 100% of Design Development, we will deliver the Design Development progress set as hard copies, AutoCAD, and PDF file format. Construction Documents • CD Development: Proceed with preparation of construction documents upon authorization from the City after completion of design development. • Construction Documents: Delivered documents will be as set forth in the scope of work and will include required building permit review/responses and permit ready documents. Preconstruction Review: Execute a comprehensive pre -construction review of the project to avoid any conflicting design issues, or specification misinterpretations or plan ambiguities. The extensive construction experience of the IDS staff will be particularly beneficial in this respect. 0 Cost Estimate: Issue a final construction cost estimate and schedule along with the completed construction documents including specifications. Bidding Assistance • Bid Review: Assist in bid review and award, following bid advertisement and acceptance. • Pre -Bid Meeting: We will attend the pre -bid meeting. • RFI Response: Promptly respond to all Requests for Information during the bidding process and assist in Issuing Amendments if needed. • Construction Observation I Administration • Submittals: Diligently document all responses and record observations from all field visits. • Contractor's Pay Request: Assist in the evaluation of contractor pay requests and extra work authorizations if required. • Inspection: Complete timely site inspections and attend site meetings. • Close-out: Assist with project punch lists and project close-out. AA IDS GROUP Page 27 Utilities and Enablina (RUE) - ,Angeles Wor/dAirports curitv and Gates Proiect nopw _1171� City of Santa Ana I On -Call Engineering Services RFP NO.: 23-030 Appendix ATTACHMENT 3-1: NON -COLLUSION AFF11DAVIT CERTIFICATIONS NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, 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 bid arc true; and, ftirther, that the BIDDER has not, directly or indirectly, submitted his or her bid 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 bid. Note: The above Non -collusion Affidavit is part of the Proposal. Signing this Proposal on the signature portion thereof shall also constitute signature of this Non -collusion Affidavit. BIDDERS are cautioned that making a false certification may subject the certifier to criminal prosecution. Signed State of Cartfornia County of Q L nZ n Q e— Subribed and orn to (or all'irmed) before me on this 6 1 J7day of 1&rA, 20a by I proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. "11141" M 5)�01" �P; Notary Public Signature Notary Public Seal City of Santa Ana RFP Page A3-1 AA IDS GROUP Page 30 nopw _1171� City of Santa Ana I On -Call Engineering Services RFP NO.: 23-030 Appendix ATTACHMENT 3-2: NON -LOBBYING CERTIFICATION CERTIFICATIONS The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: 1. No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any federal contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any federal contract, grant, loan, or cooperative agreement. If any ftmds other than federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence any 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, loan or cooperative agreement, the undersigned shall complete and submit a "Disclosure of Lobbying Activities". 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 3 1, U. S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $ 100,000 and that all such sub recipients shall certify and disclose accordingly. Firm IDS Group, Inc. Signed and Printed Name: Title Principal Date March 14, 2023 Said Hilmy City of Santa Ana RFP Paae A3-2 AA IDS GROUP Page 31 nopw _1171� City of Santa Ana I On -Call Engineering Services RFP NO.: 23-030 Appendix ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION CERTIFICATIONS The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall ftimish 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 pen -nit 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. 6. hi 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. 7. 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 City of Santa Ana RFP Page AM AA IDS GROUP Page 32 City of Santa Ana I On -Call Engineering Services (D RFP NO.: 23-030 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 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 sub -consultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, No discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter. Signed: Title: Principal Firm: IDS Group, Inc. Date: March 14, 2023 City of Santa Ana RFP Page A3-4 AA IDS GROUP Page 33 Oak IDSGROUP 1 Peters Canyon Road, Suite 130 1 Irvine, California 92606 1 T: (949) 387-8500 1 www.idsgi.com EXHIBIT C COMPENSATION Consultant's Fee Proposal including hourly rates if applicable No �'K 41. A I. �12�ill bib.— -de V, " City of Santa Ana On -Call Engineering Services RFP #23-030 March 14, 2023 Submitted by- IDS GROUP I Peters Canyon Road, Suite 130, Irvine, CA 92606 T: 949.387.8500 A F: 949.387.0800 A www.idsgi.com IDS GROUP, INC. 2023 Rate Sheet Principal $222 Associate Principal $208 Senior Project Manager I Associate $197 Project Manager $183 Senior Architect I Engineer $171 Senior Cost Estimator $158 Project Architect I Engineer $158 Designer Architect I Engineer $143 Engineering Designer - BIM $126 Architectural Job Captain I Designer $119 CAD Drafting Engineer I Architect $107 Office Administration $66 Expenses such as, but not limited to plan check fees, permits inspections, testing services, title company fees, special delivery charges, plotting/presentation boards, maps, aerial photographs, and reprographics / illustrations that may be required for community or other stakeholder presentations, shall be billed to the owner at Consultant's direct cost plus 5%. EXHIBIT 13 CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND TAIT & ASSOCIATES, INC. FOR ON -CALL ENGINEERING SERVICES THIS AGREEMENT is made and entered into on this 16th day of May, 2023 by and between TAIT & Associates, Inc. ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On February 21, 2023 the City issued a Request for Proposal No. 23-030, by which it desired to retain a Consultant having special skill and knowledge in the field of - Professional Engineering Services on an on -call basis for the City's Public Works Agency. B. Consultant submitted a responsive proposal that was among those selected by the city. Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-030. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-030, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in "Scope of Services - Exhibit A", attached hereto and incorporated by reference, and as further described in Consultant's Proposal, attached hereto an incorporated herein by this reference as "Consultant's Proposal - Exhibit B". 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant's Fee Proposal, which is attached hereto and fully incorporated herein by this reference as "Compensation - Exhibit C". Consultant is one of fifteen (15) separate consultants selected to provide services on an on -call basis under RFP 23-030. The total compensation for services provided by all consultants selected under RFP 23-030 shall not exceed the shared aggregate amount of $5,000,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. Page 1 of 10 b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. Notwithstanding any contrary terms contained within Consultant's Fee Proposal, Consultant's fees shall not exceed 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws. 3. TERM This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to a one, two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. Page 2 of 10 6. INSURANCE Consultant 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 Consultant, its agents, representatives, employees or subcontractors. a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section. b. Insurance coverage shall be at least as broad as: (i) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit 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. (ii) Automobile Liability: Insurance Services Office Form Number CA 000 1 covering, Code I (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage. (iii) Workers' Compensation insurance 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. (iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. (v) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. d. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions: Page 3 of 10 (1) Additional Insured 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 Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary 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 Consultant's insurance and shall not contribute with it. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. 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. (v) Self -Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. 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. (vi) Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than ANII, unless otherwise acceptable to the City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims -made basis: The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. Page 4 of 10 Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. 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 Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work. (viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix) Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors. (x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by Page 5 of 10 reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own infonnation of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct Page 6 of 10 or indirect, which would conflict in any manner with performance of services specified under this Agreement. 12. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. Page 7 of 10 b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Jennifer L. Hall Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 Page 8 of 10 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 Fax: To Consultant: Jacob Vandervis Chief Operations Officer & Vice President TAIT & Associates, Inc. 701 Parkcenter Drive Santa Ana, CA 92705 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signatures on following page] Page 9 of 10 SIGNATURE PAGE FOR CONSULTANT AGREEMENT BETWEEN CITY OF SANTA ANA AND TAIT & ASSOCIATES, INC. FOR ON -CALL ENGINEERING SERVICES IN WITNESS WHEREOF, 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. CARVALHO City Attorney B J� �A�ANT.MAR-MNEZ Assistant City Attorney RECOMMENDED FOR APPROVAL: NABIL SABA Executive Director Public Works Agency CITY OF SANTA ANA KRISTINE RIDGE City Manager CONSULTANT: 3—acob Vaim(enft - Jacob Vandervis (Apr 14, 2023 10:23 PDT) JACOB VANDERVIS Chief Operations Officer & Vice President Page 10 of 10 EXHIBIT A SCOPE OF SERVICES Appendix ATTACHMENT I SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR ON -CALL ENGINEERING SERVICES RFP NO. 23-030 INTRODUCTION/BACKGROUND The City of Santa Ana intends to retain Civil Engineering Consultants on an as -needed or "on -call" basis. A Professional Services Agreement will be entered into with several of the qualified firms Civil Engineering consultant(s) to provide professional services for a variety of projects on an on -call basis. On an on -call, as -needed basis, the selected firm(s) may later be asked to provide professional engineering services proposals on specific, proj ect-by-proj ect basis, based on an agreed -upon specific scope of services and fees. In general, work consists of general engineering design projects. Funding sources for each project may vary for each project/task order assignment shall comply with the funding agency's requirements. The projects may include water and sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, traffic signal modifications; landscaping and irrigation systems; park and recreational design, grant application writing, and other related projects as required. On occasion, environmental and planning support services may also be requested. The City may need consultant services for mapping and legal description preparation, construction management, staking and inspection. Occasionally the City may also need gootechnical, electrical, mechanical, structural, and other specific infrastructure related services. The consultant shall be able to assist the City through this contract to provide the necessary services. The consultant shall utilize in-house staff and/or sub -consultants to complete the assignments to meet the City standards. For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. Prime consultant mark-ups for sub -consultant work will not be allowed, All proposals, plans, drawings, specifications, estimates, grant applications, and/or studies will be subject to the final approval and satisfaction of the City of Santa Ana. City of Santa Ana RFP 23-030 Page Al-1 Scope of Services The work consists of general engineering design and cost estimating for civil works projects, City facilities, Parks and other related projects as required, The work in general, consists of work in the following areas and not limited to: Civil- Design Transportation/Traffic Structural Geotechnical Land Surveying Architectural Landscape Architectural and Irrigation Environmental Electrical Mechanical Instrumentation and Control Systems Fire Protection Land Surveying Financial and Economic Consulting Engineering In addition to general engineering design projects Consultants may be asked to perform the following tasks: Hydraulic modeling of the water distribution, storm water, and sewer collection systems Evaluations, studies and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations, Electrical and industrial control systems evaluations, studies, drawings, documentation and recommendations Mapping Services Legal Description Preparations Grant Writing- Services Environmental/Planning Support Construction Management Support Pavement Management Special Engineering Studies/Reports/Compliance and Investigations Regulatory Compliance with Federal and State and Local Agencies Financial/cash flow analysis- public works programs Assessment and District Formation Services Sustainable Infrastructure Services Right of Way Studies If there are any exceptions to the core of requested services, proposers shall list said exceptions in their proposal (matrix form). City of Santa Ana RFP 23-030 Page A1-2 For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. The selected consultants must have the expertise, experience, and demonstrated resources available to perform the work described in this RFP. General Requirements and Project Deliverables The Consultant's services for plans specifications and estimating (PS&E) for engineering project preparation and special studies/investigations shall include and in be in conformance with the latest editions of the following: Title 24 of the California Code of Regulations (California Building Standards Code). American Water Works Association, California Department of Transportation, the Americans with Disabilities Act, the City of Santa Ana Municipal Code (SAMC), professional Standards established by the City, and or federal, state and local guidelines established in the project. As part of the preparation of the PS&E, the consultant shall prepare the special provisions pertaining to the items of work included in the plans that are not addressed on the latest editions of the applicable standards. The Consultant shall have complete responsibility for the accuracy and completeness of all documents and plans prepared. The plans will be reviewed by the City of Santa Ana for conformity with the requirements of the Agreement. Reviews by the City of Santa Ana do NOT include detailed review or checking of design or the accuracy with which such designs are depicted in the documents and the plans. The documents and plans furnished under the Agreement shall be of a quality acceptable to the City of Santa Ana. The criteria for acceptance shall be a product of neat appearance, well organized, technically and grammatically correct, checked, and dated and having the maker and checker identified. The Consultant shall have project management control procedures in effect during the entire time work is being performed under the Agreement. This task shall include the following: Project Management Plan — the consultant shall provide a detailed management plan including information and coordination with other agencies to ensure compliance and completion of the (PS&E) packages. This plan shall include all milestones and task breakdown for each of the tasks and subtasks included therein. The project management shall be submitted to the Project Manager for review and within 15 calendar days of the issued Notice to Proceed Deliverables Quality Control/Quality Assurance (QA/QC) Plan Project Schedule/invoicing Project Correspondence In case of conflict, ambiguities, discrepancies, errors, or omissions, the consultant shall submit the matter to the City for clarification. City of Santa Ana RFP 23-030 Page A1-3 The Consultant shall perform engineering design services resulting in contract documents (plans, specifications and cost estimates "PS&E") for various projects on an as -needed basis. However, work tasks may include studies or a variety of engineering tasks. If requested by the City, the Consultant shall provide a Work Plan which includes a detailed schedule of the assigned project prior to the issuance of Notice to Proceed and/or Task Order. Specific Task Orders with Notices to Proceed ("NTPs") will be provided for project(s) at the discretion of the City. Work required per Task Order shall comply with the Scope of Services and additional provisions in each Task Order and this agreement. The following services/items shall include, but are not be limited to: 1. Research existing records of utility companies and agencies and coordinate the proposed improvements with existing field conditions, 2. Conduct an environmental assessment for each project and prepare all documentation required to comply with California Environmental Quality Act (CEQA), and or National Environmental Protection Act (N-EPA). (If required) 3. Provide all field survey and topographic work necessary to complete the design effort. Design level survey and base mapping of the project site shall be prepared in US Customary English units by a California licensed Land Surveyor in accordance with the City guidelines and in Microstation V8i Computer Aided Design and Drafting (CADD) format. The horizontal datum shall be NAD 83 and the vertical datum shall be NAVD 88. All survey field notes shall be on forms provided by the City, shall be neatly completed in pencil, and shall become property of the City upon completion of the project. Informal field investigations including marking of removal areas may be required for some of the sidewalk, curb and gutter, and pavement replacement projects. 4. Complete the design of projects including plans, specifications, and engineer's construction cost estimate. The Consultant shall contact manufacturers and/or contractors to verify the engineer's estimate prior to submitting to the City. Specifications shall be prepared in Microsoft Word and an electronic copy of the final version shall be furnished to the City. The City will provide the specification boiler plate to the Consultant. 5. If requested, all preliminary and bid sets of plans shall be plotted on bond or velum paper using Microstation V8i CADD software program. All drawings shall be completed per the City of Santa Ana CADD Standards and any special provisions thereof. For interim submittals, the City may opt to receive only PDF versions of the plans for reviewing purposes. If so, the Consultant team will provide plans and/or specifications accordingly. 6. All original plan sheets, the title sheet of the specifications, calculations, and reports shall be signed and stamped by the Consultant's licensed professional engineer responsible/in-charge of the project. City of Santa Ana RFP 23-030 Page Al -4 7. If a part of the on -call project scope, the Consultant shall provide support services during the bidding and construction phases of the project, including, but not limited to: a. Respond to bidder inquiries during the bidding process, including preparation of any addenda. Following award of the construction contract, the Consultant shall attend the pre -construction meeting. b. Review and approve all submittals and shop plan drawings required supporting the construction contract. The Consultant shall complete shop drawings reviews within two (2) weeks of receipt. Contract Change Order reviews shall be completed within two (2) working days of receipt. c. Respond to written Requests for Information (RFI) to provide clarification or resolve discrepancies in the contract documents. Responses shall be completed within three (3) working days. d. Provide periodic field reviews and bring to the attention of the City of Santa Ana any defects or deficiencies in the work by the construction contractor which the Consultant may observe. The Consultant shall have no authority to issue instruction on behalf of the City of Santa Ana, or to deputize another to do so. 8. If included in the on -call project scope, upon completion of construction, the Consultant shall prepare as -built plans and submit them to the City. The Consultant shall incorporate all changes to the plans electronically with all necessary revision notations. Once plans have been updated, a signed set of as -built plans shall be submitted to the City with an electronic copy (in Microstation V8i CADD and pdf formats) of the final as -built drawings via CD ore - mail. 9. The Consultant shall monitor the project progress, maintain project files, and control the quality of the work performed by in-house staff and/or sub -consultants. Incomplete (not meeting targeted completion) or poor quality work will not be accepted. The Consultant shall ' revise the documents within a revised schedule set by the City, which may require overtime. No additional compensation necessary for the consultant to complete this work to the satisfaction of the City shall be approved by the City for the required revisions. It is the responsibility of the Consultant to produce a professional -level quality of work product. 10, If included in the on -call project scope, attend meetings with the City staff as required 11. If included in the on -call project scope, the Consultant shall coordinate plan check, design topics, permits and any other issues with the City, other Agencies, and all utility companies as required. At the direction of the City, the Consultant shall be the liaison with affected agencies. 12. If included in the on -call project scope, the Consultant shall be responsible for reviewing and approving addenda and clarifications to plans and specifications. All information regarding the plans and specifications and or documentation related to the project and approved by the City, will then become property of the City. City of Santa Ana RFP 23-030 Page A1-5 A more detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. All tasks orders shall include the staff title, hours, hourly rate and totals as related to the project. Construction Plans, Standard Specifications and Estimate (PS&E) Preliminary Design - Attend project scope meeting with City Staff to review project details. Consultant shall field review, inspect and conduct all necessary surveys to prepare a Preliminary Design Report (PDR) or alternatives, preliminary cost estimate and preferred alternative as requested by the project manager. A (PS&E) package shall be submitted to review at 30% design for independent City review A (PS&E) package shall be submitted to review at 60% design for independent City review A (PS&E) package shall be submitted to review at for FINAL independent design review. The City will review and comment on the PS&E packages with a turnaround goal of (2) weeks. One (1) copy of the documents with comments will be returned to the consultant. Unless, several agencies are involved in the review process multiple documents with comments will be provided to the consultant. After the final design comments have been incorporated the consultant shall provide the City with final (PS&E) package ready forbid. See Section - General Requirements and Project Deliverables Section. Proiect Schedule and Progress: Progress review meetings shall be held at intervals deemed appropriate by the City. The Consultant shall furnish two copies of all completed work or partially completed update/status since the last progress review meeting. Progress reports shall be submitted monthly in electronic format indicating achievements and project schedule progress. Ci1y Responsibilities: The City will provide information 'in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein. a Furnish scope of work and provide general direction as needed for the assigned project a All plan check coordination within the City a Advertise, award, and administer of construction contract 0 Electronic files (sample plans & specifications, City of Santa Ana's CADD Standards) 0 Electronic files for title sheets and sheet borders a Facilitate meeting space and coordination and City facilities City of Santa Ana RFP 23-030 Page A1-6 Fee Pronosal: In addition to Section W.B.3 (Submittal Requirements: Fee Proposal) fee schedule shall be structured as follows: The fee proposal shall include the firm's standard hourly fee schedule, and/or project fee schedule where applicable and as outlined in this this documents. A list of all positions and hourly rates required to perform the services described herein shall remain valid for one (1) full calendar year following contract execution. Subsequent rates shall be renegotiated between the firm and the City. Amore detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. Other Ternis and Conditions: 1. The project will be implemented in compliance with the City of Santa Ana's policies, as well as Prevailing Wages and State/Federal Requirements. 2. The City regards the inclusion of California based designs, engineering, and construction professionals, facilities, and services as part of the Team to be highly desirable, but not mandatory. 3. The City reserves the right to amend this Request for Proposal by addendum prior to the final dates of submission. 4. All reports, proposals, or other data or materials which are submitted shall become the sole property of the City of Santa Ana with the exception of the confidential Financial Capacity information and scaled fee proposals which will be returned to all proposers after award of contract to the selected Team 5. All products used or developed in the execution of any contract resulting from this request will remain in the public domain at the completion of this project. 6. The City has an affirmative action program, The purpose of the affirmative action program is to encourage certified minority business enterprises and women business enterprises. All submitting firms must have established affirmative action programs approvable by the City. During the RFP stage, all firms will need to complete a "Certification of Non -Discrimination by Contractors" for each firm on their team. City of Santa Ana RFP 23-030 Page AIJ EXHIBIT B CONSULTANT'S PROPOSAL p t6 tF' % p RFP No. 23-030: ON -CALL ENGINEERING SERVICES CITY OF SANTA ANA March 14, 2023 JJJTAIT 1964 Submitted By: TAIT & Associates, Inc. 70 1 Pa rkce nte r Drive Santa Ana, CA 7 14 - 5 6 0 - 8 2 0 0 www.tait.com iff (3 4 A, 6io' I. . ou" 0 . 1 0 City of Sa nta Ana Attn.: Sean Thomas Public Works Agency; M-36 20 Civic Center Plaza; Ross Annex Santa Ana, CA 92701 Since 1964 TAIT 701 N. Parkcenter Drive, Santa Ana, CA & ASSOCIATES 714.560.8200 TAILCOM 1. Statement of Qualifications A. Cover Letter March 14, 2023 City of Santa Ana Attn.: Sean Thomas Public Works Agency; M-36 20 Civic Center Plaza; Ross Annex Santa Ana, CA 92701 RE: Request for Proposals (RFP) for On -Call Engineering Services, RFP No.: 23-030 Dear Mr. Thomas, TAIT & Associates, Inc. (TAIT) is pleased to submit the enclosed Proposal in response to the City of Santa Ana's (City) RFP for On -Call Engineering Services. TAIT has served the City on the previous On -Call Engineering Services contract and we're looking forward to serving again. We are also currently serving on the City's Water On -Call Engineering Services contract. TAIT at a Glance. At TAIT, we have provided innovative engineering solutions to our clients for more than 59 years, with local headquarters right here in Santa Ana, CA. We understand that public projects have their own specific issues, and with 220 associates, we have the right blend of professional engineers, architects, surveyors, environmental assessors, and construction personnel with the experience necessary to address critical and big picture concerns. Since TAIT was founded in 1964 in Orange County, we have built mature relationships with state and local agencies throughout Southern California, and consistently create successful partnerships with the agencies for which we work. Expertise and Experience. TAIT's experienced personnel have expertise in the many facets of civil engineering, planning, and design services including, roadways, utilities, drainage, surveying, mapping, water quality, water, and wastewater, site development, site remediation, and fueling systems. We have extensive relevant design experience, including recent projects such as the City of Newport Beach's Bonita Canyon and Ford Road Rehabilitation Project, City of Fullerton's Jacaranda Neighborhood Rehabilitation & Sewer Replacement Project, City of Diamond Bar's Drainage Improvement and Reagan & Peterson Parking Lot Rehabilitation Projects, and City of Chino's Quadrant III Water Line Replacements, to name a few. We are a selected consultant to provide similar On -Call Civil Engineering Services to the Cities of Newport Beach, Lake Forest, Irvine, Yorba Linda, Stanton, Seal Beach, Diamond Bar, Norco, and Chino, as well as providing On - Call Plan Check Services to the OCPW, among other agencies. Project Team. TAIT has carefully analyzed and hand selected our proposed team for this on -call contract in order to provide the best services to the City of Santa Ana. The leadership includes Jacob Vandervis, PE, who is the Chief Operations Officer, will be the Principal-in-Charge/Project Manager, having 37 years of experience and the authority to negotiate the contract and lead the team to success. TAIT Page 1 1 TAIT & ASSOCIATES Since 1964 701 N. Parkcenter Drive, Santa Ana, CA 714.560.8200 TAILCOM David Sloan, PE, Director of Engineering for TAIT will serve as an Lead Project Manager for the City's projects. David's career has been rooted exclusively in the public sector. His background and experience with local federally funded public works projects, especially roadway improvements, will be invaluable to the City. Mr. Todd Broussard, PE, QSD/P will act as TAIT's QA/QC Manager for this contract. Todd will also act as the Alternate Project Manager should it be deemed necessary based on the project's specific requirements. Todd has 36 years of experience in a variety of public works and private projects. He is also a certified QSD/P and is the best candidate to review the design documents for the City to ensure they are to the standards required and free of error prior to submittal to the City. In addition to the noted Key Staff, TAIT boasts a wide array of 220 associates including Engineers, Architects, Surveyors, Storm Water Practitioners, Geologists, Contractor's, and quality design engineers. The City can be assured that the necessary support and availability of staff will be provided on each contract that is assigned to us. For our as -needed sub -consultants, we've teamed with tried and true partners who have worked with TAIT on numerous projects. TJW offers thorough Traffic Engineering services, BTL performs precise Potholing and other subsurface investigations, GIVILI supplies expert geotechnical services, CDPC is our experienced Landscape Architecture consultant, LAE provides Federal Funding assistance, and Salas O'Brien for MEP consulting. Scope of Work. It is understood that this engineering proposal is for an on -call contract that includes potential design services including street improvements, traffic engineering, storm drain improvements, sewer, water and wastewater improvements, as well as plan checks of the above -mentioned, and other engineering services associated with municipal public works. TAIT's noted diverse staffing and background in multifaceted projects are ideally suited for the City's wide range of anticipated needs and projects. Upon issuance of an RFP, TAIT will actively review the project requirements and will provide a project specific proposal for the City's consideration. We understand the Scope of Work includes all the services listed in Attachment I of this on -call RFP. Commitment to Service. We aim to act as an extension of the City's staff and place an emphasis on Customer Service which has been and will remain one of TAIT's Corporate Goals "To Completely Satisfy our Customers". Jacob Vandervis is the authorized main point of contact for TAIT's services and can be reached in our Santa Ana office at phone number 714-560-8200 ext. 677, email aacobv@tait.com, and address 701 Park Center Drive, Santa Ana, CA, where the contract will be managed. We thank you for this opportunity to submit our qualifications and look forward to further discussing with you our capabilities and commitment to working with the City of Santa Ana. Very truly yours, TA &ASSOCIATES, INC. T Ja ob Vandervis, P. E. / f 01 ief Operations Officer and Vice President TAIT Page 1 2 TAIT & Associates, Inc. On -Call Engineering Services b. Contract Agreement Statement TAIT concurs with all provisions as contained in the Agreement in Attachment 2 of the RFP. c. Firm and Team Experience FIRM PROFILE TAIT is a Southern California based, family -owned engineering firm founded by Dr. Kenneth E. Tait, P.E., established in 1964, and incorporated in the State of California. TAIT began as a design consulting engineering and land surveying firm dedicated to providing a range of quality services to our clients. In the past 59 years, TAIT has grown to have 8 offices throughout the Western United States, namely our headquarter office in Santa Ana and regional offices in San Diego, Sacramento, Norco, Boise, Denver, Atlanta, and Dallas. We have approximately 220 associates who work together as a team to provide quality design services throughout the Western United States. Our Corporate Headquarters —Santa Ana, CA Each project presents new challenges, and we use them as an opportunity to learn something new and apply that knowledge to future projects. Whether it is a new technical approach, a better management system, or simply improving our communication with clients, the end result is always improved service while strengthening our existing relationships with our clients. Our goal is to determine our client's needs while acting as an extension of their staff. Our prime objective is to provide the highest quality professional and technical services in a responsive, cost effective, timely, and personalized manner. Company Capabilities TAIT's multi -disciplined firm offers a full array of consulting services to public agencies and private development clients. More specifically, we offer project management, civil engineering, surveying, planning, entitlement, right of way engineering, and environmental investigation and remediation services. Within the Engineering Group, our in-house design and management services include: V Public Roadway Rehabilitation, Widening, and New Construction V Storm Drain Design and Hydrologic & Hydraulic Analysis V Parks & Trails Planning and Design V Water Quality Design & Review (LID Plan, SWPPP, etc.) V Water & Waste Water Rehabilitation & New Construction V ADA Accessibility Studies V Structural Design & Architectural Services V Public Improvement & Private Development Plan Checking v/ Design Survey and Mapping Services V Construction Management, Inspection & Surveying Services For this proposal we have focused our response on providing quality Civil Design Services. We can also offer other services, including water resources engineering, surveying, architectural design, project TAIT Page 1 3 TAIT & Associates, Inc. On -Call Engineering Services management, planning, entitlement, right of way engineering, and environmental site investigations and remediation. Our company's diverse expertise is expansive. Strengths - What Sets Us Apart TAIT has built a reputation of successfully managing projects from concept to completion, with both big company expertise and small company culture dedicated to customer service. We have specific expertise in public infrastructure development, land development, natural resource preservation, and environmental management. We also understand the tight time and money constraints under which our clients frequently operate, and strive to provide unique solutions that allow our client's projects to be completed on time and within budget. Company Location and Contact We are headquartered in the City of Santa Ana, which is where the majority of our civil and surveying staff is located, including all of the staff identified in this SOQ. Our main office address and contact information is: Jake Vandervis, PIC/Project Manager, Vice President/COO 701 N. Park Center Dr. Santa Ana, CA 92705 p: 714/560/8200 ext. 677, e: jacobv@tait.com PROTECT TEAM Our local Key Personnel and Sub -Consultants for the TAIT Team are listed below with their positions and qualifications. Resumes of our team our located in the Appendix. We understand that team members may only be substituted with written permission from the City. Name Jacob Vandervis, P.E. Classification/Designation PIC/Project Manager Lice n ses/Registratio n CA No. C46301 Years of Experience 37 Availability % 10% Todd Broussard, P.E., QSD/P QA/QC Manager CA No C57144 36 10% David Sloan, P.E. Lead Project Manager CA No. C82595 16 20% Dennis Postler, P.E. Sr. Project Manager CA No. C46106 35 20% Bart Mink, P.E. Professional Engineer/PM CA No. C82953 25 35% Samantha Wohlfarth, P.E. Professional Engineer/PM CA No. C86126 11 35% Daniela Malott, P.E. Professional Engineer/PM CA No. C86581 11 35% Christopher Engelbach, E.I.T. Project Engineer E.I.T. 14 35% Michael Tran, E.I.T. Project Engineer E.I.T. 10 35% Sequoia Shire, E.I.T. Project Engineer E.I.T. 8 35% Michael Furlong, PLS Surveyor of Record CA PLS No. 8899 44 25% Reese Brashear, LSIT Field Party Chief CA LSIT No. 7868 20 25% Dan Hinson, Architect Project Architect CA No. C27416 30 10% TAIT Environmental Services Sub -Consultants: TJW—Traffic Engineering, BTL—Subsurface Investigations, GMU—Geotechnical, CDPC-Landscape Architect, LAE—Federal Funding, MEP- Salas 0' Brien TAIT Page 14 TAIT & Associates, Inc. On -Call Engineering Services Organization Chart The chart below summarizes our key personnel and their expertise and positions for this contract Principal -in -Charge QA/QC Manager Jacob Vandervis, PE Todd Broussard, PE, QSD/P Public Infrastructure & Roadways k iWater, Wastewater & Drainage/WQ David Sloan, PE, Lead Project Manager Dennis Postler, Sr. Project Manager Chris Engelbach, EIT, Project Engineer Michael Tran, EIT, Project Engineer Sub -Consultants TJW, Traffic Engineering BTL, Potholing GMU, Geotechnical CDPC, Landscape Architecture LAE, Federal Funding Salas O'Brien, MEP Bart Mink, PE, Professional Engineer/PM Samantha Wohlfarth, PE, Professional Engineer Daniela Malott, PE, Professional Engineer Sequoia Shire, E.I.T., Project Engineer Other Technical Support Surveyor Michael Furlong, P.L.S. Architect Dan Hinson, Architect Environmental TAIT Environmental Services, Inc. TAIT Engineering, Surveying, Architectural & Design Support Staff d. Understanding of Need Public Works engineering contracts require careful planning, effective communication, and precise execution in order to avoid costly contract change orders or delays during the construction phase. In an effort to ensure consistent and excellent services, TAIT employs our proven 5 step project management protocol (Understand -->Assign--> Plan--> Execute--> QAIQC) on each assigned contract. The scope and fee for this proposal has been presented in this manner in order to show our full understanding and commitment for the City's planned project. STEP 1 4 UNDERSTAND: Understanding the City's Needs To best understand the projects specifics needs, we first focus on what the City's overall needs are for this contract and future contracts that will be required as part of the On -Call Contract. Based on our review of the City's RFP, the following is our understanding of the City needs on this and future projects as compared to TAITs capabilities: TAIT Page 1 5 NEPP-5 A_A,� Citv of Santa Ana Needs: ...a full services design consultant with local experience who understands the City's needs, standards, and design requirements. ...A Consultant who understands street design as well as local pavement rehabilitation needs and methodologies for best implementation of the City's project requirements. ...a consultant to prepare detailed and accurate roadway design PS&E. ...a consultant who can maintain the proposed project schedule. ...a cost effective and high quality design. STEP 2 4 ASSIGN. TAIT & Associates, Inc. On -Call Engineering Services The TAIT Team Has: ... Over 59 years of extensive local public works design experience and understands the City's needs on this contract. V' ...Assigned a design team and project manager that have the extensive experience implementing PIVIP/Geotechnical investigations on projects. Further, Assigned a qualified PIVI has worked for numerous Cities on multiple types of contracts. v' ...successfully completed multiple recent local and federally funded street PS&E design contracts v ... the staffing necessary to allocated the required resources to meet and exceed the City's scheduling needs ... placed and emphasis on design and construction costs are emphasized throughout the design and is included in TAIT's QA/QC Program in order to ensure maximum value is retained by the City. TAIT will carefully reviewed the staffing needs and staff assignments for this project. Of notable importance in our approach to assignment a project -specific Project Manager who will best meet the City's needs for the particular project assignment. Secondly, TAIT will select sub -consultant team members that we have successfully work with on other projects. As an example: LAE Associates could be designated to provide federal funding assistance consultant to ensure the City's documents are processed and approved in a timely manner by Caltrans. STEP 3 4 PLAN (SCOPE OF WORK): Upon selection of the design team for the contract, TAIT initiates the preparation of the detailed project scope of work tailored to the needs of the specific project requirements. (See Scope of Services section) STEP 4 4 EXECUTE. Upon issuance of the Notice to Proceed, TAIT will actively and effectively execute the scope of work for this contract. Our assigned project manager will stay in constant contact with the City and will remain available and responsive to the City's needs through the life of the project. At the heart of each relationship and team member is effective communication of the roles & responsibilities, clualit requirements and scheduling needs. Finally, TAIT has clearly defined the scheduling needs on this contract and will communicate the deadlines and needs to each of the team members. STEP 5 4 QUALITYASSURANCEIQUALITY CONTROL PROGRAM: An important feature of our design process is our Quality Assurance/Quality Control (QA/QC) Program. TAIT has established clearly defined quality control and quality assurance protocols set in place in the office. As part of our scope of services and fee proposal, we have set aside time to ensure that quality control is incorporated in to the contract. TAIT Page 1 6 TAIT & Associates, Inc. On -Call Engineering Services TAIT assigns a QA/QC Manager to each project to ensure reviews occur prior to making submittals to the reviewing agency and the City is provided a quality design. Mr. D. Todd Schmieder, P.E. has been assigned to oversee TAIT's QA/QC Program for this project. TAIT's QA/QC Program focuses on the following four primary objectives: • To ensure that a quality design has been provided by following our in-house design checklists • To verify that different design disciplines have been coordinated • To verify that the proposed improvements are constructible, and • To verify that a cost effective analysis approach was followed in achieving the client's specific project goals and objectives. TAIT utilizes a Total Quality Management approach. - TAIT's philosophy is that quality control begins at day one and does not end until the project is constructed. Quality Control is the responsibility of each and every team member. - It includes the selection of project team members who have demonstrated the ability to understand and apply the project objectives to achieve a specific goal. It requires continuous communications between all parties. TAIThas developed internal design checklists. - Design checklists are used by our design team members as a component of our firm's design process and not solely part of the QC process. Timely Quality Control Reviews are provided. -Before plans are submitted to outside parties, TAIT's QA/QC Manager or his designated QC team member conducts a thorough review to verify the quality, constructability and completeness of the submittal. A typical TAIT QA/QC Program includes the following steps: • Project Manager (PM) Transmits Design Documents to the QA/QC Manager - PM initiates the QC process at agreed upon project milestones. • QA/QC Manager conducts initial review - The QA/QC Manager reviews the submittal with the PM to obtain project information and conducts a limited review on the submittal's completeness. • Review of the Submittal — The submittal is reviewed using TAIT's internal checklists. Necessary corrections are identified on the submittal which is returned to the PM. • PM to Addresses QC Comments - The QA/QC Manager and PM review the QC comments to set a course of action. Any proposed Value Engineering (VE) measures are reviewed to determine the appropriate next step (i.e.: implement the VE measure, review the VE measure with the City, or conduct additional analysis to determine the feasibility and potential cost savings). The reviewed submitted is then returned to the design team. PM finalizes Design Documents for Submittal to the Agency - The PM meets with the design team to monitor progress and verify incorporation of the QC comments into the design documents. Deviations from the QC comment are reviewed for acceptance. TAIT Page 17 TAIT & Associates, Inc. On -Call Engineering Services RELEVANT PROIECT EXPERIENCE On -Call Engineering Contracts Ex: Orange County Public Works —On -Call Land Planning and Engineering Services County of Orange, CA TAIT & Associates, Inc. (TAIT) was retained by the County of Orange to provide On -call Land Planning and Engineering Services. TAIT also assists OCPW - OC Planned Communities in the review of development applications for new planned communities in South County, and in the evaluation of County owned properties for redevelopment opportunities. Since 2011, the TAIT team; consisting of Planners, Landscape Architects, Traffic Engineers, Civil Engineers, Storm Water Engineers, Geotechnical Engineers and Building & Safety Reviewers — have provided on -call services to the County for the review of environment planning documents, tentative and final maps, and Site Development plans for grading, buildings, landscaping, street (public and private) and storm drain improvements. Additional assignments have included the review of preliminary and final Water Quality Management Plans and the processing of Construction Permits for developer improvement plan. Engineering design services have included due diligent studies, cost estimates, site planning and infrastructure analysis. Other On -Call Engineering Contracts • On -Call Engineering, City of Newport Beach • On -Call Engineering, City of Lake Forest • On -Call Engineering, City of Irvine • On -Call Engineering, City of Yorba Linda • On -Call Engineering, City of Stanton • On -Call Engineering, City of Santa Ana (Water) • On -Call Engineering, City of Seal Beach • On -Call Engineering, City of Diamond Bar • On -Call Engineering, City of Norco • On -Call Engineering, City of Chino • On -Call Engineering, City of Glendora • On -Call Engineering, City of Carson • On -Call Engineering, City of Chino • On -Call Engineering, City of Bellflower Reference: James Campbell (714) 567-7742 Key Staff: PIC: Jacob Vandervis PM: Bart Mink (Formerly Todd Schmieder) PE Chris Engelbach Client: OC Public Works Costs: Various Project Dates 2011-Present TAIT Page 18 Glenn Ranch Road/El Toro Resurfacing Project Lake Forest, CA TAIT was selected by the City of Lake Forest to provide civil engineering, surveying, and geotechnical engineering on the Glenn Ranch Road Resurfacing Project from Portola Parkway to El Toro. The project limits included a total of 1.6 miles of arterial roadway rehabilitation on Glenn Ranch Road which is a 4-lane arterial roadway with middle turn lane and intermittent median for the full length. The project included the design of pavement rehabilitation strategies as well as the identification and replacement of non-ADA compliant curb ramps, sidewalk, replacement of damaged curb and gutter, signage and striping and the identification and adjustment/protection of utility facilities. This project also included the hydrology and hydraulic calculations for an existing median catch basin at the most southern media that was backing up and causing water on the roadway during larger rain events. The scope of the reconstruction included design of plan and profiles and design sections as well as intersection grading for Glenn Ranch Road and Viejo Ridge. Bonita Canyon and Ford Road Resurfacing Project Newport Beach, CA TAIT was selected by the City of Newport Beach to provide civil engineering, surveying, geotechnical engineering services on the Bonita Canyon and Ford Road Resurfacing Project from Jamboree Road to SR-73. The project limits include a total of 2 miles of arterial roadway rehabilitation on Bonita Canyon/Ford Road which a 6 lane arterial roadway with raised medians and bike lanes extending through the City of Newport Beach. The project includes the design of pavement rehabilitation strategies as well as the identification and replacement of non-ADA compliant curb ramps, sidewalk, replacement of damaged curb and gutter, and the identification and adjustment/protection of utility facilities. Of critical importance on this contract was the design and coordination of the improvements and traffic control within the state of California Right of Way at SR-73. The TAIT team actively coordinated with the City and Caltrans during the review process in order to obtain project approval and permit ahead of the bidding date. Additionally, this contract was complicated due to the steep grades along the project limits. Curb ramps which could not be made ADA compliant were identified during the design review process and memos were submitted to the City in order to justify the final limits of the work. TAIT & Associates, Inc. On -Call Engineering Services Reference: Taylor Abernathy, PE (949) 461-3490 Key Staff: PIC: Jacob Vandervis PM: David Sloan QA/QC: Jacob Vandervis PE: Bart Mink Client: City of Lake Forest Construction Cost: $1.8 M Design Cost: $85,870 Project Dates Design: 2020-2021 Construction: 2021- Reference: Patricia Kharazmi, PE (949) 644-3344 Key Staff: PIC: Jacob Vandervis PM: David Sloan QA/QC: Todd Schmieder Client: City of Newport Beach Construction Cost: $2.5 M Design Cost: $238,858 Project Dates: Design: 2019-2020 Construction: 2020 TAIT Page 19 TAIT & Associates, Inc. On -Call Engineering Services Dimension Drive, Civic Center Drive, & Portola Parkway Rehabilitation Lake Forest, CA TAIT was selected by the City of Lake Forest to provide civil engineering and surveying on a citywide arterial design project which included the design of the following three segments: Dimension Drive from Bake Parkway to Lake Forest Drive; Civic Center Drive from Enterprise way to South End; and Portola Parkway at SR-73 Overcrossing (w/in Caltrans R/W). The project encompassed a total of 6,400 linear feet of arterial/collector roadways and included full depth reconstruction of dimension drive and Civil Center drive and a 2" grind and overlay of Portola Parkway within the Caltrans R/W limits. This project required obtaining a Caltrans encroachment permit for both construction and traffic control purposes. As a result, further detail and scrutiny was required on the design to ensure Caltrans acceptance of the traffic control system as well as the overall design materials and elevations. TAIT was designated the lead consultant to compile all plans and prepare the required final technical specifications and bid documents in order to capture the required scope of work and design elements. Jacaranda Neighborhood Rehabilitation & Sewer Replacement Project Fullerton, CA TAIT was selected by the City of Fullerton to provide civil engineering services for the Jacaranda Neighborhood Pavement Rehabilitation and Sewer Main Replacement Project. The project was located in a historic neighborhood in the City of Fullerton that included over a mile of residential roadway rehabilitation and 2,700 linear feet of sewer main replacement within the neighborhood surrounding Jacaranda Place from the western cul- de-sac to Malden Avenue. In addition to roadway reconstruction and grind and overlay operations, the roadway component of the project included the removal and replacement of over 1.5 miles of old, deteriorated, and uneven curb and driveways throughout the neighborhood with new variable height curb and gutter in order to engineer and define the roadway drainage conditions within the neighborhood. Due to the historic and unique nature of the neighborhood, the curb heights and flowline were carefully profiled in order to improve the drainage conditions while also joining the existing pavement. In addition to the roadway improvements, TAIT was also tasked with the abandonment of two old sewer siphon systems and the combination and construction of a single master neighborhood sewer siphon along with the removal and replacement of 2,700 linear feet of existing 6" VCP with new 8" VCP sewer. The sewer siphon was design to convey sewer flows under an existing Orange County Flood Control Channel and required the design of a double barrel sewer siphon that was installed via jack and bore method. Reference: Taylor Abernathy, PE (949) 461-3490 Key Staff: PIC: Jacob Vandervis PM: David Sloan QA/QC: Todd Schmieder PE: Chris Engelbach Client: City of Lake Forest Construction Cost: $3.5 M Design Cost: $208,618 Project Dates Design: 2018-2019 Construction: 2019-2020 Reference: Jose Medina (714) 738-6863 Key Staff: PIC: Jacob Vandervis PM: David Sloan QA/QC: Todd Schmieder PE: Chris Engelbach Client: City of Fullerton Construction Cost: $2.4 M Design Cost: $141,542 Project Dates Design: 2019-2020 Construction: 2020 TAIT Page 1 10 2020 Citywide Street Resurfacing Project Stanton, CA This current under construction project includes two separate contracts in which TAIT was selected by the City of Stanton to provide civil engineering and surveying on a citywide residential and arterial design project which included the design of the following three project's rehabilitation methods: 1) Contract 1: Plan & Profile for 0.32 miles of full depth removal and reconstruction, 2) Contract 1: Plans for 1.5" Grind and FRAC Overlay and 3) Contract 2: Plans for 1.6 Million SF of RAP Slurry Overlay. The project encompassed a total of 0.32 miles of removal and reconstruction, 0.72 miles of 1.5" grind and FRAC overlay as well as 1.6+ million square feet of RAP Slurry Overlay. The project included the design of pavement rehabilitation strategies as well as the identification and replacement of non-ADA compliant curb ramps, sidewalk, replacement of damaged curb and gutter, removal and replacement of slotted cross gutters, and the identification and adjustment/protection of utility facilities. MPD Storm Drain Line N-4 Norco, CA The Norco Master Plan of Drainage Storm Drain Line N-4 project, includes the design of an 18 to 36-inch storm drain main line along 4th Street from Valley View to the Norco Channel. The scope of work for the design of the storm drain system includes hydrology and hydraulics analysis for the proposed line, surveying, preparation of Plan, Specifications and Estimates (PS&E), assisting the City in the bidding process and construction support. The Storm Drain line extends approximately 2,700 linear feet, with 8 new storm drain inlets (curb opening catch basins) and it will join the existing 36- inch storm drain outlet at Norco Channel. Careful detailed was taken to the hydrology drainage delineation analysis to understand the tributary area to each of the proposed inlets and the storm drain main line. For this project TAIT completed a field walk to analyze the existing drainage conditions, worked along with the City in understanding their needs and reviewing any existing issues, as well as reviewed the proposed inlet locations to maximize flow capture. The proposed storm drain along 4th Street and Valley View, is a new system that will relieve the existing streets from surface drainage conveyance and reduce flooding or potential flooding issues along the existing residences. TAIT & Associates, Inc. On -Call Engineering Services Reference: Allan Rigg, PE AICP (714) 890-4203 Key Staff: PIC: Jacob Vandervis PM: David Sloan QA/QC: Jake Vandervis PE: Bart Mink Client: City of Stanton Construction Cost: $1.5 M Design Cost: $74,942 Project Dates: Design: 2019 Construction: 2020-21 Reference: Sam Nelson, Deputy City Engineer/Deputy Director of Public Works (951) 270-5677 Key Staff: PIC: Jacob Vandervis PM/PE: Daniela Malott Client: City of Norco Construction Cost: N/A Design Cost: $42,052 Project Dates 2021-Present TAIT Page 1 11 Area 6 Slurry Seal and Overlay Project Diamond Bar, CA TAIT & Associates was selected by the City of Diamond Bar to provide design engineering services for the Citywide Zone 6 Slurry Seal and Overlay Project. The project included the design of an entire neighborhood zone within the City of Diamond Bar which included the field identification, implementation, and design of over 800,000 SF of AC Grind and Overlay, and 1,200,000 SF of Slurry Seal located within the northern limits of the City of Diamond Bar. In addition to the pavement analysis, design, and implementation, TAIT was also responsible for identifying sidewalk, curb and gutter, and curb ramp improvements throughout the neighborhood including the removal and replacement of 19 curb ramps within the steep, curvilinear streets of Diamond Bar. Special attention was paid on this project to the appropriate use and identification of patching areas in order to maximize the City's budget and to ensure constructability of the project. TAIT worked closely with City staff to identify and isolate areas of concern in order to ensure the City's benefits were maximized on the job. Of notable interest on this project was the removal and replacement of speed cushions throughout Sunset Crossing which would not be compatible with the installation of an edge grind and overlay. Additionally, careful attention was paid to the presence of existing utilities to ensure the proposed roadway treatment was taking in to account the required adjustment (for overlay) and protection (for slurry seal) work items. Campus Drive Pavement Rehabilitation Project Irvine, CA TAIT was selected by the City of Irvine to provide civil engineering and surveying on the Campus Drive Rehabilitation Project from Michaelson Drive to University Drive. The project limits include a total of 4000 linear feet of arterial roadway rehabilitation and reconstruction on Campus Drive which is a 2 lane arterial roadway with bike lanes extending through the City of Irvine. The project includes the design of pavement rehabilitation strategies as well as the identification and replacement of non-ADA compliant curb ramps, sidewalk, replacement of damaged curb and gutter, reconstruction and re- grading of the low point of the roadway due to flooding and poncling issues, coordination with IRWD and UCI for right of way and wetlands protection, and the identification and adjustment/protection of utility facilities throughout the project limits. Careful attention was paid to the roadway profile which required modification in order to raise the low point of the roadway by more than 6". Plan and profile for the roadway was re-clesigned per CA Highway Design Manual standards, and extensive coordination with conducted with the City to verify that the pavement replacement scenario is in line with the proposed and revised grades. TAIT & Associates, Inc. On -Call Engineering Services Reference: John Beshay, Former Associate Engineer (626) 960-4011, Ext: 459 Key Staff: PIC: Jacob Vandervis PM: David Sloan QA/QC: Todd Schmieder Client: City of Diamond Bar Construction Cost: $1.5 M Design Cost: $46,750 Project Dates Design: Winter/Spring, 2018 Construction: Summer, 2018 Reference: Darrell Hartman, PE (949) 724-7556 Key Staff: PIC: Jacob Vandervis PM: David Sloan QA/QC: Todd Schmieder PE: Chris Engelbach Client: City of Irvine Construction Cost: $2.6 M Project Dates: Design: 2017-2018 Construction: 2018 TAIT Page 1 12 TAIT & Associates, Inc. On -Call Engineering Services Quadrant Ill Water Main Replacements City of Chino, CA TAIT has provided design services to the City of Chino for approximately 7000 linear feet of new 8-inch PVC water line replacing a similar length of 50-year old 6-inch ACP lines within 13 residential street. Over 170 customers will be affected during construction. The City required that all points of connection to be upgraded to include the newer and larger PVC water pipe and the installation of new water values in each cross street. Eight of the thirteen segments require obtaining approvals from the State Division of Drinking Water due to restricted horizontal clearances in the narrow residential streets. To assist the City in meeting an early delivery schedule for one of their current water projects Quadrant III water plans were separated into two separate bid contracts. The first segment of 2800 LF was recently awarded at a low bid price of $990,000 and construction is slater to commence in April 2018 and be completed in 6 months. The second bid package received City authorization to advertise in February 2018 and was scheduled to be constructed in 2018. Drainage Improvement Project Phase 1 & 2 Diamond Bar, CA TAIT was hired by the City of Diamond Bar to provide design engineering and construction management services for Phase I & Phase 2 of the City's Drainage Improvement Project. This project included three separate areas: V Brea Canyon Road — Parkway Drain System & Perforated Drain V Hipass Drive — Sub drain System, Low Flow Storm Drain & X-gutters V Golden Springs —Sub drain System& Low Flow Storm Drain This project included extensive coordination with the City and the design team in order to recommend and implement final design scenarios for each location. Appropriate water quality treatment systems were implemented in all systems that have direct storm drain connection (modular wetland system), and the sub drain system and crossing were analyzed to avoid conflicts. During the construction phase, TAIT managed the contractor in order to review the field operations, respond to design related inquiries, updated designs based on final field needs, and successfully completed the construction project. The construction of this project was completed in 2018 within budget. Reference: Lupe Camacho (909) 334-3406 Key Staff: PIC: Jacob Vandervis PM: Todd Schmieder PE: Samantha Wohlfarth Client: City of Chino Construction Cost: $2.3 million Project Dates: Design: May 2017-Jan. 2018 Construction: 2018 Reference: John Beshay (909) 839-7043 Key Staff: PIC: Jacob Vandervis PM/CM: David Sloan IOR: Michael Delagarza QA/QC: Todd Schmieder Client: City of Diamond Bar Construction Cost: $400 K Project Dates Design: 2017-2018 Construction: 2018 TAIT Page 1 13 Pier G Avenue North Sewer Line Improvement Project Port of Long Beach, CA As part of TAIT's On -Call Contract with the Port of Long Beach (POLB), TAIT was selected to provide civil engineering services for the review, recommendation, design, and construction support services for the Pier G Avenue North Sewer Line Improvement Project. The project limits spanned approximately 1/3 of a mile within Pier G, and included the review of existing conditions, analysis of tributary areas and hydraulic capacity for the existing system, preliminary design and recommendation for five separate design alternatives which included conventional open trench, pipe bursting, sewer lift stations, sewer force mains, and retrofit of existing sewer lift stations to accommodate the current peak flow conditions. Extensive meetings and coordination efforts were conducted with POLB during the preliminary engineering phase to prepare detailed quality management plans and a basis of design report that outlined all project parameters. Disciplines included within this project include civil, geotechnical, traffic, plumbing, and utility potholing/locating services, all of which required coordination and incorporation to the basis of design report. In addition to the sewer improvement plans, this project also includes the rehabilitation and widening of pier G Avenue North as well as the Reconstruction of Pier G avenue South. TAIT was tasked with preparation of master traffic control plans and phasing concepts for the project in order to ensure POLB trucking operations were not impacted during the course of the project. Careful and detailed review of traffic sections and phasing alternatives have been conducted so as to minimize impacts. TAIT & Associates, Inc. On -Call Engineering Services Reference: Daniel Shieh, PE Deputy Chief Harbor Eng. (562) 283-7860 Key Staff: PIC: Jacob Vandervis PM: David Sloan QA/QC: Todd Schmieder PE: Bart Mink Client: Port of Long Beach Construction Cost: $3.1 M Project Dates Design: 2017-18: Prelim Design 2018: Construction Dwg 2019: Construction Overlay, Alley Reconstruction, and Cerritos Ave. Widening Project Stanton, CA TAIT & Associates was selected by the City of Stanton to provide roadway and drainage design services on three separate project areas: (1) Cerritos Avenue Widening & Drainage Improvement Project, (2) Palais Alley Reconstruction Project and (3) Bradford Community and Rutledge Avenue Rehabilitation Project Cerritos avenue widening project required the widening of Cerritos avenue from Rose Ave to Flower Street which included removal and reconstruction of existing parkway improvements, relocation of power poles, fire hydrant, water meter, and roadway signs, construction of new curb and gutter, curb ramps, and alley approach, and the relocation and construction of a new storm drain catch basin and lateral. The existing storm drain lateral was discovered to be extremely shallow which required special design and consideration for the relocated condition. TAIT checked the capacity and flows of the existing inlets to ensure proposed conditions were not constrained. Reference: Allan Rigg (714) 890-4203 Key Staff: PIC: Jacob Vandervis PM: David Sloan QA/QC: Todd Schmieder PE: Chris Engelbach Client: City of Stanton Construction Cost: $1.3 M Project Dates Design: Jan -May, 2017 Construction: Summer, 2017 TAIT Page 1 14 TAIT & Associates, Inc. On -Call Engineering Services Newport Heights Alley and Sewer Replacement Project Newport Beach, CA TAIT was selected by the City of Newport Beach to provide civil engineering services on Newport Height Alley and Sewer Replacement Projects. The project limits spanned across an entire neighborhood in the City's coastal community of Newport Heights and include a total of 3+ miles of alley reconstructions as well as the review and repair of existing alley sewer and lateral connections. In order to facilitate the City's budget and timelines, the design project was split in to three phases which required separate design PS&E for each project. Phase 1 included all sewer main replacements while Phases 2 and 3 included the alley removal and replacements in the neighborhoods. The proposed design includes the preparation of design plan and profile for each alley, prepare of design cross sections at 25' intervals for review of proposed cross falls, preparation of sewer main replacement and lateral replacement plans, field review of all alley locations to field locate existing utilities, conflicts, and join locations, identification of sewer laterals that have recently been replaced for protection, and the detailing of all alley approaches for ADA compliance. Reference: Frank Tran, PE (949) 644-3340 Key Staff: PIC: Jacob Vandervis PM: David Sloan QA/QC: Todd Schmieder PE: Chris Engelbach Client: City of Newport Beach Construction Cost: $1.3 M (Sewer) TBD $1.8 M (Alley) Project Dates: 2016-2017 Citywide Comprehensive Drainage Analysis and CIP Design Projections Diamond Bar, CA TAIT was hired by the City of Diamond Bar to analyze, design and recommend pavement and drainage solutions for 11 locations throughout the City which currently experience groundwater seepage problems. The analysis included field investigations, geotechnical testing and reporting, pavement design, and the preliminary design and cost estimating for multiple design scenarios at each project location. The cost estimate included estimation of the design consultant fees as well as the construction costs for the ultimate design scenarios. Extensive coordination was required on this contract with City, Utility, LACFCD Staff, and private residences in order to understand the existing conditions and to project the required design and permitting efforts for the design and construction phase. Upon completion of the report, the City will utilize TAIT's recommendations for future CIP budget and project planning efforts in order to justify the cost and importance of each location. Reference: Christian Malpica (909) 839-7042 Key Staff: PIC: Jacob Vandervis PM: David Sloan PE Michael Delagarza Client: City of Diamond Bar Construction Cost: Approx. $1.5 M Project Dates 2014-2015 TAIT Page 1 15 Reagan & Peterson Park Parking Lot Rehabilitation Diamond Bar, CA TAIT was hired by the City of Diamond Bar to analyze, design and conduct construction management and inspection services for the expansion of two public park parking lots. The design services included topographic survey, geotechnical investigation, water quality management design, Los Angeles County Flood Control District storm drain permit processing, and the preparation of detailed PS&E forthe construction of the park improvements. Design analysis included addition of handicapped parking stalls, design of optimal cross and longitudinal grades and the installation of retaining curbs to optimize the parking stall configuration. Extensive coordination between the City's public works and Park Maintenance Division was required in order to ensure the design was both in compliance with public works standards as well as the park division's ultimate master plan. Harbor Boulevard Water & Street Reconfiguration Garden Grove, CA This project included street reconfiguration (approximately 1/3-mile total length), improvements to an existing raised median, a new traffic signal, abandonment of existing 8-inch ACP and 12-inch DIP City water lines, installation of a 800 LF of 16-inch water line, relocation of SCE and AT&T main distribution service lines, and the installation of new public storm drains and sewer and water services to accommodate a future redevelopment project along Harbor Boulevard from Palm Street to Lampson Avenue in the City of Garden Grove. Engineering services required extensive research, review, and a potholing program for the installation of the new utilities and storm drain improvements within the existing six -lane Harbor Boulevard roadway. TAIT, working with City Water Department, proposed the installation of a cut -in valve to ensure continuous water service to a medical facility during the construction of the water line improvements. The Construction Bid cost was approximately $1,400,000 with a 2013 completion. TAIT & Associates, Inc. On -Call Engineering Services Reference: John Beshay (909) 839-7043 Key Staff: PIC: Jacob Vandervis QA/QC: Todd Schmieder PM/CM: David Sloan Client: City of Diamond Bar Construction Cost: $575 K Project Dates 2014-2015 Reference: Bill Murray, P.E. (714) 741-5379 Key Staff: PIC: Jacob Vandervis PM: Todd Schmieder Client: City of Garden Grove Construction Cost: $1.4 M Project Dates 2012-2013 TAIT Page 1 16 TAIT & Associates, Inc. On -Call Engineering Services OCAnimal Care Facility Tustin, CA TAIT prepared rough and precise grading plans, street plans, sewer and water plans, fire water protection plans, Water Quality Management Plan and the Storm Water Pollution Prevention Plan for a 10-acre site on the former MCAS- Tustin. This County of Orange project was the first Design -Build project by the County. The contract was award in the spring of 2016 and a Rough Grading Permit was issued by the City of Tustin in July 2016 while the OC Animal Care and the Design -Build Contractor finalized the facility ands site improvements. As part of the Design TAIT coordinated the project's containment wall and fence locations and develop a site accessibility plan for the overall project. The facility includes a 2-story 40,000 SF administration building with state of the art veterinary facilities, six dog kennels, special cat housing quarters and a small corral. Separate parking lots provide for the public and staff parking lots which repurposed nearly 1-acre Of existing concrete tarmac. The project also includes eight stormwater bio-filtration basins to treat storm water runoff from the site before it enters the public storm drain system. Const was completed and the facility was opened to the public in March 2018. Reference: Joe Seybold, Sr. PM (714) 667-4921 Key Staff: PIC: Jacob Vandervis PM: Todd Schmieder PE: Michael Delagarza PE: Chris Engelbach Client: County of Orange Construction Cost: $35 M Project Dates 2016-2018 e. Willingness to Comply with Agreement Terms As stated in section "b", TAIT concurs and has no exceptions to the Agreement. f. References City of Lake Forest Taylor Abernathy, PE (949) 461-3490 tabernathy@lakeforestca.gov Proiects: Glenn Ranch Road/El Toro Resurfacing, Dimension Drive, Civic Center Drive, & Portola Parkway Rehab, Portola Parkway Resurfacing City of Newport Beach Patricia Kharazmi, PE (949) 644-3344 PKharazmi@newportbeachca.gov Proiects: Bonito Canyon and Ford Road Rehab, Newport Heights Alley & Sewer Imp. City of Diamond Bar Christian Malpica, Assoc. Engineer (909) 839-7042 cmalpica@diamondbarca.gov Projects: Drainage Improvement Project Phase 1 & Z Reagan & Peterson Park Parking Lot Rehabilitation, Citywide Comprehensive Drainage Analysis and CIP Design County of Orange James Campbell (714) 567-7742 James.Campbell@ocgov.com Proiects: Site Feasibility Studies for reuse County's existing properties, Site Planning and Design for County's 100-Acre Development Plan and Alton Parcel Development Plan. TAIT Page 1 17 TAIT & Associates, Inc. On -Call Engineering Services 2. SCOPE OF SERVICES AND SCHEDULE Sample Outline Scope of Services - Phase 1: Base/Preliminary Data Review 1.1: Preliminary Photographs 1.2: Project Base Data and Design Field Review 1.3: Topographic Survey and Base mapping (including Control/Aerial/Boundary) 1.4: Utility Coordination and Notices 1.5: Utilities Potholing (As Needed) 1.6: Outside Agency Coordination & Approvals (Federal/Rail/Utility/Adjacent Agencies) Phase2: Pavement Analysis, Preliminary Engineering (309,1b), & Reccomendations 2.1: Geotechnical/Pavement Investigation (GMU Geotechnical Sub -Consultant Task) 2.2: Preliminary Roadway/Geometric Study & Impact Review/Pricing [larger roadways] 23: Pavement Design Scenario Pricing and Recommendations [rehab/standard projects] 2.4: Preliminary Water Quality Management Plan (BMP Design & Recommendations) 2.5: Preliminary Roadway Hydraulic Studies & Recommendations 2.6: Colored Improvement Renderings (for cou nci I/com mission reviews — as needed) Phase3: Environmental Review (Additional Sub -Consultant Task if Needed): 3.1: Categorical Exclusion (CE) [Typical level of environmental support needed] 3.2: Initial Study/Mitigated Negative Declaration (IS/MND) [if not CE Project] 33: Further Environmental Study & Investigation (As Needed) Phase 4: Design Plans, Specifications, and Estimates 4.1: Construction Drawings (60%, 90%, & 100% Typical) 4. 1. 1 — Title Sheet 4.1.2 —Typical Cross Sections/Details 4.1.3 — Utility Composite Plan (Arterial/Major Projects) 4.1.4 — Roadway Improvement Plans (Plan or Plan & Profile Base on Needs) 4.1.5 — Drainage Improvement Plans (As Needed — Plan & Profile) 4.1.6 — Irrigation and Landscape Plans (As Needed Sub Task — Arterials) TAIT Page 1 18 TAIT & Associates, Inc. On -Call Engineering Services 4.1.7 — Traffic Signal Plans (As Needed Sub Task) 4.1.8 — Signing & Striping Plans 4.1.9 —Traffic Control & Staging Plans 4.1.10 — Design Cross Sections (25' O.C. — Arterials/Profile Designs) 4.2: Project Specifications 43: Quantities and Cost Estimates 4.4: Mylar Routing & Final Signatures Phase5: Right -of- Way Engineering (ROW) and Exhibits (As Needed) 5.1: Right -of -Way Requirements Determination 5.2: Right -of -Way Exhibits & Legal Descriptions (TCE or Encroachments) 5.3: Right of Way Acquisition Assistance (As -Needed Sub Consultant Task) Phase 6: Agency Permitting & Approvals 6.1 — Agency Coordination & Approvals (Adjacent CitV'sJ 6.2 — CountV Flood Control Permitting (Revised lateral/CB on Roadways) 6.3 — Caltrans Encroachment Permit & Documentation (TC & Construction Perm 6.4 — Railroad Encroachment Permit & Agreements (TC & Construction Permits) 6.5 — Federal Funding Assistance (E-76 Documentation & Approvals) 6.6 — UtilitV AgencV Perm itti ng/Approval s (Widening Related Relocationsl Phase 7. Meetings, Presentations and Exhibits 7.1 — Project Team Meetings and Management 7.2 — Community Stakeholder Meetings (As Needed) 7.3 — Commission & Council Presentations (AS N Phase 8 Construction Engineering 8.1 — Bidding Assistance & Review 8.2 — Pre -Construction Meetin 8.3 — RFI — Request for Information 8.4 — Change Order Analysis 8.5 — Submittal Review 8.6 — Prepare As -Built Plan TAIT Page 1 19 TAIT & Associates, Inc. On -Call Engineering Services Sample Project Schedule The following represents a preliminary project schedule for the development of construction documents for a sample project. A preliminary schedule will be reviewed with the City at the project's Kick Off meeting and a final project schedule will be issued based on those discussions. The Project schedule will be made available to all design team members and will monitored on a continuous basis through the project's design life. Any changes to the Schedule will be reviewed with the City and action plans, if necessary, will be developed to prevent schedule delays. The following schedule has been developed based on previous project experiences: Project Schedule City of Santa Ana - Mile One Street Project Preliminary Schedule ID IT.sk N :Dur.ti., Start finish Qtr 812r Z, 2028 11"". I Mgy Jun t,4.2 OH I Award of Contract 0 days Mon 4/2/18 Mon 4/2J 18 4/2 2 Kickoff Meeting 0 days Thu 4/5/113 Thu 415/18 4/5 is Issued 0 days Mon 4/16/18 Mon 4/16/19 4/16 4 Prepare & Issue Bid Documents 124 day M on 4/16/18 Thu 10/4/111 r 5 Records Reearch & Initial Design Field is Mon 4126118 Fri 5/4/18 Walk days 5 Field Design Survey Services 5 days Mon 4/30/18 Fri 5/4/19 7 Prepare Base Map 10 days Mon 4/30/19 Fri 5/11/18 9 Utility Research,coordi nation & Notices 119 daVMon 4/16/1S Thu 9/27/18 9 Utility Contact List & Notice Preparation 5 days Mon 4/.16/18 Fri 4/20/13 10 Send Ist Utility Notice 0 days Fri 4/20/19 Fri 4/20/18 4/� 0 11 Send 2nd Utility Notices 0 days Tu e 7/ 3/18 Tue 7/3/18 7/3 1 2 Send 3rd Utility Notice (As Neeclecl� 0 days Thu 9/27/18 Thu 9/27/18 9/27 3 Preliminary Design 17 days Mon 5/14/18 Tue 6/5/18 4 Prepare Preliminary Layout Plan 10 days Mori 5114118 Fri 5/25/18 1 City Review Preliminary Layout Plan 5 days Mon 5128118 Fri 6/1/18 Design Review Meeting 0 days Tue 6/5/18 Tue 6/5/18 7 Plans, Specifications, & Estimates 87 days Wqed 6/611.8 Thu 1014118 18 Prepare 65% PS&E 20 days Wed 6/6118 Tuc 7/3/.18 19 Conduct Geotechnical investigations 20 days Wed 6/13/13 Tue 7/10/19 20 City Review 65% PS&E 10 d ay s Wed 7/4/18 Tue 7/17/18 21 65% Design Review Meeting Odays Thu7/19/18 Thu 7/19/18 7/1 22 Prepare 100% PS&F 30 days Wed 7/18/18 Tue 8/28/18 23 Incorporate Gcotechnical 5 days Fri 7/20/19 Thu 7/26/18 Recommenclation5. 24 City Review 100% PS&E 10 day-, Wed 8/29/18 Tue 9/11/18 25 100% Design Review Meeting 0 days Thu 9/13/18 Thu 9/13/18 9 11,; L3 26 Prepare Final PS&E 10 days Fri 9/14/19 Thu 9/2 7/ 18 27 City Review & Approve Final PS&E Bid 5 days Fri 9/28/19 Thu 10/4/ 19 Documents 28 Fnvironmental Documentation 11 days Fri 7/27118 Fri 8/10118 29 Conduct Environmental Kick Off Meeting I day Fri 7127/18 Fri 7J27119 30 Prepare Environmental Documentation 10 days Mon 7/30/18 Fri 8/10/18 31 Submit Envir- Documentation to City 0 days Fri 8/10118 Fri 8/10/18 8/10 32 Fed e ra I F u nd i ng As si stan ce (Opti onal 110 Mon 4/16/18 Fri 9/14118 Service) days 33 Prepare & Submit PES 10 days Mon 4/16/18 Fri 4/27/18 34 Caltrans Review & Approve PES 40 days Mon 4/30/18 Fri 6/2.2/18 . .. ... 35 Prepare & Submit R/W Cert 10 days Mori 6/3.8/1H Fri 6/29/19 36 Ca I tra ns R evi ew & Ap p rove R/W Cert 40 days Mori 7/21-18 Fri 8J24/18 37 Prepare & Submit RFA/E-71S Application 10 days Mon 8120118 Fri 8/31/18 38 Caltrans Review & Approve RFA/E-76 10 d ay s M on 9/3/18 Fri 9/14/18 Tait T T�k Milestone City T-1, 5ummary Calt-4 Task 1_:....1..11,011__ TAIT Page 120 TAIT & Associates, Inc. On -Call Engineering Services Certifications NON -COLLUSION AFFIDAVIT Appendix ATTACHMENT 3-1: NON -COLLUSION AFFIDAVIT CERTIFICATIONS NON -COLLUSION AFFMAVIT Cl'itle 23 United States Code Section 112 aud Public Contract Code Section 7106) To the CTTY OF SANTA ANA I)EPARTMFNT OF PUBLIC W0kK_S In accordance vdth Title 23 United Statts Code Section 112 and Public Contract Code 7106 the BIDDER dcclares that the bid is nut made in the interest of, or on behalf of, any undisclosed person, partnersf�ip, company, association, organization, or corporation,- that the bid is genuine and not collusive or sharn; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly coliuded, conspired, connived or agrcod with any BIDDER or anyone else to put in a qham bid, or that anyone shall refrain from bidding� that the BfDDER has not in any mariner, dkecfly or indirectly, sought by agreement, commurication, or conference with anyone to fix the bid price of tie BIDDER or any BIDDER, or to fix any overhead, Profit, or cost element of the bid price, or of that of any oflier BEVER, or to swure any advantage against the public body awarding the contr-act of anyone interested in the proposed contract; that ail slatt-ments contained in the bid are true; and, furtber, that the 13IDDER has not, directly or iadirectly, subiritted his or her bid pri" or any breakdown thereof, or the contents thereof, or divulged information ar data rclative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agmt thereof to effectuate a collusive orsham bid. NQtc: The �ibuvt Ncii-cullusion AffidaviL is part of the Proposal Signing tbis Proposal on the signature portion thereof shall also co titute signature of fts Non -collusion Affidavit. BIDDERS are cautioned hat ma gaU CeA ti o n may subject the certi fier to crim i i ial pTosecua on. I V, f"�# Signed State of Ca I County of Sub-Lrihrd and �wom to (or affinned) b3forc inc on this ___ day of _ 20_ by , proved to rne w the basis of satisfictoty evidence to be the pemcn(s) who appeared before me. Me 4RAID Notary Public Signatur� Notary Public Seat GIB sqp Qlyof Santa Tna KFP Page A3-1 TAIT Appendix I Page 27 TAIT & Associates, Inc. On -Call Engineering Services CALIFORNIA JURAT GOVERNMENT CODE � 8202 A notary public or other officer completing this certificate verifies only the identity of the ndvldua� who signed the document to whin Wi8 certificate is attached. and not the truthfulness, aCCLraCy, or validity ofthat document. State of California County0f ADR11—A., 1!1100� Cal OA� Comm Lz:�� Place Notary Sea) ondlor Stcmp Above Subscribed and sworn fn (6r-�hefore me on this l!S day of A&b _1 20_9�5_ by Date Month yeor _kyll�p (and (2) NomW of Signe&? proved to me on the bas]8 of satisfactory evidence to be the personX who appeared before me. Signature 4��911!114 Signature'of Na�Public FiEffinuAl Completing this informotion con deter alleration of the document or froodulen t reattochmeii t of this ferm to an ualntclrided docum ent. Description of Attached Document Title or Type of Document- 0 LV - C',)tV Document Date: Sfgner(s� Other Than Named Above: C2019 National Notary Association Number of loages� TAIT Appendix I Page 28 TAIT & Associates, Inc. On -Call Engineering Services NON -LOBBYING CERTIFICATION Appendix ATTACHMENT 3-2: NON -LOBBYING CERTIFICATION CERTIFICATIONS The prospective particii pant certifics, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: I . 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 c!xtensiorl, continuation, rcac,wal, amend mcd, or modification of any federal contract, grant, loan, or cooperative agreement. If any funds other than federal appropnated funds have been paid or will be paid to any person for influencing or attempting to influence any 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, loan or cooperative agreement, the undersigned shall complete and submit a "Disclosune of Lobbying Activities". This cerfification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Subn-iissiork of this certification is a prerequisite for making or entering into this transactian imposed by Section 1352. Title 31, U. S. Code. Any person who fails to file the required certification shall be subject to a civil P UnaltY Of not less than S 10,000 and not more than S 100.000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower fier subcontracts, which exceed $ 100,000 an8 that all such sub recipients shall certify and disclose accordingly, Firm TAIT & Associates, Inc. S i gned and Printed Name: Title COO/Vice Date 3-14-23 Jacob Vandervi5 City of Santa Ana RFP Page A3-2 TAIT Appendix I Page 29 TAIT & Associates, Inc. On -Call Engineering Services NON-DISCRIMINATION CERTIFICATION Appendix ATTACEMENT 3-3: NON-DISCRINUNATION CERTIFICATION CERTIFICATIONS The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: 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, upgTading, demotion, or trasisfer; recruitment or recruitment advertising; layoff or terruination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2, The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with ali provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall f4mish 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 hLis/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. 6. In the event of the Consultant's non-cumpliance with the nondiscrimination clauses of this Contract or with any of the said rules, regulations, or orders, the CODtraUt 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 aud remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order o f the Secretary o f Labor, or as ot herwi se provid ed by law. 7. The Consultant shall include the portion of the sentence imrnediately preceding paragraph (1) and the provisions of paragraphs (1) through (7) in every subcontract or purchase order =less exempted City of Santa Ana RFP Page AM lj� TAIT Appendix I Page 30 110'Mor#11 TAIT & Associates, Inc. On -Call Engineering Services by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order H 246 of September 24, 1965, so that such provisions will be binding npori each subcontract 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 sub -consultant 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. 9. 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 pubtic works violating this Section is subject to all the penalties imposed for a violation of the Chapter. Signed: J%1 iK Title: �C)O/Vice President Firtn: TAIT & Associates, Inc. Date: 3-14-23 City of Santa Ana RFP Page A34 TAIT Appendix I Page 31 EXHIBIT C COMPENSATION Consultant's Fee Proposal including hourly rates if applicable TAI H T ALLENGE RISING TO T E CH Schedule of Fees ARCHITECTURAL Employee Classification Principal.................................................................................................................................... ProjectDesign Director ............................................................................................................ Senior Project Manager ........................................................................................................... ProjectManager ....................................................................................................................... ProjectArchitect ....................................................................................................................... ProjectDesigner ....................................................................................................................... JobCaptain .............................................................................................................................. CADDrafting ............................................................................................................................ Computer Presentation ............................................................................................................ Administration........................................................................................................................... ENGINEERING Employee Classification Principal.................................................................... Senior Professional Engineer .................................. Professional Engineer .............................................. Engineer Designer 11 ................................................ Engineer Designer I ................................................. Permit Specialist ....................................................... CADDrafting ............................................................ Administration ........................................................... SURVEYING Employee Classification Two -Man Crew ................................................................. Licensed Surveyor ........................................................... One -Man Crew w/ Robotics ............................................. Project Manager ............................................................... Senior Survey Specialist .................................................. Senior Permit Specialist ................................................... Drafter............................................................................... Administration................................................................... Hourly Rate ..... 205.00 ..... 190.00 ..... 190.00 ..... 180.00 ..... 175.00 ..... 155.00 ..... 135.00 ..... 120.00 ..... 120.00 ..... 95.00 Hourly Rate ..... 281.00 ..... 269.00 ..... 254.00 ..... 187.00 ..... 159.00 ..... 130.00 ..... 120.00 ..... 127.00 Hourly Rate ..... 347.00 ..... 254.00 ..... 220.00 ..... 125.00 ..... 198.00 ..... 105.00 ..... 120.00 ..... 90.00 *Rates to be adjusted up to 3% maximum increase, annually, over life of contract as approved by the City. *Prevailing Wage Rates based on current State of California Prevailing Wage Schedule and the assigned project location. The hourly rate for client authorized overtime and for representation at hearings and meetings after 6:00 p.m. will be invoiced at 1.5 times the posted rate. The above rates are inclusive of phone charges, fax charges, software and licensing fees, and photocopying charges. Mileage, Travel and Per Diem Auto Mileage: $.65.5 per mile Air Travel and Auto Rental: Actual cost, plus 15 percent Per Diem: Actual cost of lodging and meals, plus 15 percent TAI H T ALLENGE RISING TO T E CH Schedule of Fees Materials and Supplies Office and CADD supplies are included in the hourly rates. Prints, plots, and reproductions are charged at cost plus 15 percent from commercial blueprint companies. In-house reproduction charges are as follows: Prints Plots Color Plots Bond $ .95/s.f. $.95/s.f. $6.00/s.f. Vellum 1.35/s.f. 1.65/s.f. 7.50/s.f. Reimbursable Expenses Will be billed at cost plus 15%. Client will pay directly for all permit and agency fees; otherwise cost plus 15%. Subconsultant invoices will be billed at cost plus 15%. Insurance Coverage General Liability: $5,000,000 Errors/Omissions: $1,000,000 California Workers' Compensation - Statutory Certificates of insurance coverage will be provided upon request. Waivers of Subrogation (if required) will be billed as a 2% surcharge on all invoices. Special endorsements will be billed to the client at cost plus 15% on the first project. EXHIBIT 14 CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND ALTA PLANNING + DESIGN, INC. FOR ON -CALL ENGINEERING SERVICES THIS AGREEMENT is made and entered into on this 16th day of May, 2023 by and between Alta Planning + Design, Inc. ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On February 21, 2023 the City issued a Request for Proposal No. 23-030, by which it desired to retain a Consultant having special skill and knowledge in the field of - Professional Engineering Services on an on -call basis for the City's Public Works Agency. B. Consultant submitted a responsive proposal that was among those selected by the city. Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-030. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-030, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in "Scope of Services - Exhibit A", attached hereto and incorporated by reference, and as further described in Consultant's Proposal, attached hereto an incorporated herein by this reference as "Consultant's Proposal - Exhibit B". 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant's Fee Proposal, which is attached hereto and fully incorporated herein by this reference as "Compensation - Exhibit C". Consultant is one of fifteen (15) separate consultants selected to provide services on an on -call basis under RFP 23-030. The total compensation for services provided by all consultants selected under RFP 23-030 shall not exceed the shared aggregate amount of $5,000,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. Page 1 of 10 b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. Notwithstanding any contrary terms contained within Consultant's Fee Proposal, Consultant's fees shall not exceed 4% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws, if applicable. 3. TERM This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to a one, two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. Page 2 of 10 6. INSURANCE Consultant 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 Consultant, its agents, representatives, employees or subcontractors. a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section. b. Insurance coverage shall be at least as broad as: (i) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit 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. (ii) Automobile Liability: Insurance Services Office Form Number CA 000 1 covering, Code I (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage. (iii) Workers' Compensation insurance 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. (iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. (v) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. c. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions: Page 3 of 10 (1) Additional Insured 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 Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary 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 Consultant's insurance and shall not contribute with it. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. 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. (v) Self -Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. 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. (vi) Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than ANII, unless otherwise acceptable to the City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims -made basis: The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. Page 4 of 10 Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. 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 Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work. (viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix) Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors. (x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims Page 5 of 10 that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. Page 6 of 10 12. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assigm-nent, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. Page 7 of 10 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Jennifer L. Hall Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 Page 8 of 10 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 Fax: To Consultant: Vincent Hellens Contract Manager & Principal Alta Planning + Design, Inc. 711 SE Grand Ave. Portland, OR 97214 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fally, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signatures on following page] Page 9 of 10 SIGNATURE PAGE FOR CONSULTANT AGREEMENT BETWEEN CITY OF SANTA ANA AND ALTA PLANNING + DESIGN, INC. FOR ON -CALL ENGINEERING SERVICES IN WITNESS WHEREOF, 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. CARVALHO City Attorney I By: AN IK- Jg>iAfH T. MART Z Assistant City Attorney RECOMMENDED FOR APPROVAL: NABIL SABA Executive Director Public Works Agency CITY OF SANTA ANA KRISTINE RIDGE City Manager CONSULTANT: STEVEN FRIESON Vice President as duly authorized Page 10 of 10 EXHIBIT A SCOPE OF SERVICES Appendix ATTACMIENT I SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR ON -CALL ENGINEERING SERVICES RFP NO. 23-030 INTRODUCTION/BACKGROUND The City of Santa Ana intends to retain Civil Engineering Consultants on an as-ricedcd or "on -call" basis. A Professional Services Agreement will be entered into with several of the quatified firms Civil Engineering consultant(s) to provide professional services for a variety of projects on an on -call basis. On an on -call, as-nceded basis, the selected firrn(s) may later be asked to provide professional engineering services proposals on specific, project -by -project basis, based on an agreed -upon specific scope of services and fees. In general, work consists of general engineering design projects. Funding sources for each project may vary for each project/task order assignment shall comply with the funding agency's requirements. The projects may include water and sewer infrastructure design and rehabilitation improvements, storrn drain improvements; sidewalks, bike paths, curb and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, traffic signal modifications; landscaping and irrigation systems; park and recreational design, grant application writing, and other related projects as required. On occasion, environmental and planning support services may also be requested. The City may need consultant services for mapping and legal description preparation, construction management, staking and inspection. Occasionally the City may also need geotechnical, electrical, mechanical, structural, and other specific infrastructure related services. The consultant shall be able to assist the City through this contract to provide the necessary services, The consultant shall utilize in-house staff and/or sub -consultants to complete the assignments to meet the City standards. For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. Prime consultant mark-ups for sub -consultant work will not be allowed. All proposals, plans, drawings, specifications, estimates, grant applications, and/or studies will be subject to the final approval and satisfaction of the City of Santa Ana. City of Santa Ana RFP 23-030 Page Al -1 Scope of Services The work consists of general engineering design and cost estimating for civil works projects, City facilities, Parks and other related projects as required. The work in general, consists of work in the following areas and not limited to: Civil- Design Transportation/Traffic Structural Geotechnical Land Surveying Architectural Landscape Architectural and Irrigation Envirorunental Electrical Mechanical Instrumentation and Control Systems Fire Protection Land Surveying Financial and Economic Consulting Engineering In addition to general engineering design projects Consultants may be asked to perform the following tasks: Hydraulic modeling of the water distribution, storm water, and sewer collection systems Evaluations, studies and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations, Electrical and industrial control systems evaluations, studies, drawings, documentation and recommendations Mapping Services Legal Description Preparations Grant Writing- Services Envirotimental/Planning Support Construction Management Support Pavement Management Special Engineering Studies/Reports/Compliance and Investigations Regulatory Compliance with Federal and State and Local Agencies Financial/cash flow analysis- public works programs Assessment and District Formation Services Sustainable Infrastructure Services Right of Way Studies If there are any exceptions to the core of requested services, proposers shall list said exceptions in their proposal (matrix form). City of Santa Ana RFP 23-030 Page A1-2 For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. The selected consultants must have the expertise, experience, and demonstrated resources available to perform the work described in this RFP. General Rectuirements and Project Deliverables The Consultant's services for plans specifications and estimating (PS&E) for engineering project preparation and special studies/investigations shall include and in be in conformance with the latest editions of the following: Title 24 of the California Code of Regulations (California Building Standards Code). American Water Works Association, California Department of Transportation, the Americans with Disabilities Act, the City of Santa Ana Municipal Code (SAMC), professional Standards established by the City, and or federal, state and local guidelines established in the project. As part of the preparation of the PS&E, the consultant shall prepare the special provisions pertaining to the items of work included in the plans that are not addressed on the latest editions of the applicable standards. The Consultant shall have complete responsibility for the accuracy and completeness of all documents and plans prepared. The plans will be reviewed by the City of Santa Ana for conformity with the requirements of the Agreement. Reviews by the City of Santa Ana do NOT include detailed review or checking of design or the accuracy with which such designs are depicted in the documents and the plans. The documents and plans furnished under the Agreement shall be of a quality acceptable to the City of Santa Ana. The criteria for acceptance shall be a product of neat appearance, well organized, technically and grammatically correct, checked, and dated and baving the maker and checker identified. The Consultant shall have project management control procedures in effect during the entire time work is being performed under the Agreement. This task shall include the following: Project Management Plan — the consultant shall provide a detailed management plan including information and coordination with other agencies to ensure compliance and completion of the (PS&E) packages. This plan shall include all milestones and task breakdown for each of the tasks and subtasks included therein. The project management shall be submitted to the Project Manager for review and within 15 calendar days of the issued Notice to Proceed Deliverables Quality Control/Quality Assurance (QA/QC) Plan Project Schedule/Invoicing Project Correspondence In case of conflict, ambiguities, discrepancies, errors, or omissions, the consultant shall submit the matter to the City for clarification. City of Santa Ana RFP 23-030 Page Al -3 The Consultant shall perform engineering design services resulting in contract documents (plans, specifications and cost estimates "PS&E") for various projects on an as -needed basis. However, work tasks may include studies or a variety of engineering tasks. If requested by the City, the Consultant shall provide a Work Plan which includes a detailed schedule of the assigned project prior to the issuance of Notice to Proceed and/or Task Order. Specific Task Orders with Notices to Proceed ("NTPs") will be provided for project(s) at the discretion of the City. Work required per Task Order shall comply with the Scope of Services and additional provisions in each Task Order and this agreement. The following scivices/items shall include, but are not be limited to� I - Research existing records of utility companies and agencies and coordinate the proposed improvements with existing field conditions, 2. Conduct an environmental assessment for each project and prepare all documentation required to comply with California Environmental Quality Act (CEQA), and or National Environmental Protection Act (NEPA). (If required) 3. Provide all field survey and topographic work necessary to complete the design effort. Design level survey and base mapping of the project site shall be prepared in US Customary English units by a California licensed Land Surveyor in accordance with the City guidelines and in Microstation V8i Computer Aided Design and Drafting (CADD) format. The horizontal datum shall be NAD 83 and the vertical datum shall be NAVD 88. All survey field notes shall be on forms provided by the City, shall be neatly completed in pencil, and shall become propeity of the City upon completion of the project. Informal field investigations including marking of removal areas may be required for some of the sidewalk, curb and gutter, and pavement replacement projects. 4. Complete the design of projects including plans, specifications, and engineer's construction cost estimate. The Consultant shall contact manufacturers and/or contractors to verify the engineer's estimate prior to submitting to the City. Specifications shall be prepared in Microsoft Word and an electronic copy of the final version shall be Ru-nished to the City. The City will provide the specification boiler plate to the Consultant. 5. If requested, all preliminary and bid sets of plans shall be plotted on bond or vel-am paper using Microstation V8i CADD software program. All drawings shall be completed per the City of Santa Ana CADD Standards and any special provisions thereof. For interim submittals, the City may opt to receive only PDF versions of the plans for reviewing purposes. If so, the Consultant team will provide plans and/or specifications accordingly. 6. All original plan sheets, the title sheet of the specifications, calculations, and reports shall be signed and stamped by the Consultant's licensed professional engineer responsible/in-charge of the project. City of Santa Ana RFP 23-030 Page A1-4 7. If a part of the on-cali project scope, the Consultant shall provide support services during the bidding and construction phases of the project, including, but not limited to: a. Respond to bidder inquiries during the bidding process, including preparation of any addenda. Following award of the construction contract, the Consultant shall attend the pre -construction meeting. b. Review and approve all submittals and shop plan drawings required supporting the construction contract. The Consultant shall complete shop drawings reviews within two (2) weeks of receipt. Contract Change Order reviews shall be completed within two (2) working days of receipt. c. Respond to written Requests for Infon-nation (RFI) to provide clarification or resolve discrepancies in the contract documents. Responses shall be completed within three (3) working days. d. Provide periodic field reviews and bring to the attention of the City of Santa Ana any defects or deficiencies in the work by the construction contractor which the Consultant may observe. The Consultant shall have no authority to issue instruction on behalf of the City of Santa Ana, or to deputize another to do so. 8. If included in the on -call project scope, upon completion of construction, the Consultant shall prepare as -built plans and submit them to the City. The Consultant shall incorporate all changes to the plans electronically with all necessary revision notations. Once plans have been updated, a signed set of as -built plans shall be submitted to the City with an electronic copy (in Microstation V8i CADD and pdf formats) of the final as -built drawings via CD ore - mail. 9. The Consultant shall monitor the project progress, maintain project files, and control the quality of the work performed by in-house staff and/or sub -consultants. Incomplete (not meeting targeted completion) or poor quality work will not be accepted. The Consultant shall ' revise the documents within a revised schedule set by the City, which may require overtime. No additional compensation necessary for the consultant to complete this work to the satisfaction of the City shall be approved by the City for the required revisions. It is the responsibility of the Consultant to produce a professional -level quality of work product. 10. If included in the on -call project scope, attend meetings with the City staff as required. 11. If included in the on -call project scope, the Consultant shall coordinate plan check, design topics, permits and any other issues with the City, other Agencies, and all utility companies as required. At the direction of the City, the Consultant shall be the liaison with affected agencies. 12. If included in the on -call project scope, the Consultant shall be responsible for reviewing and approving addenda and clarifications to plans and specifications. All information regarding the plans and specifications and or documentation related to the project and approved by the City, will then become property of the City. City of Santa Ana RFP 23-030 PageAl-5 A more detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. All tasks orders shall include the staff title, hours, hourly rate and totals as related to the project. Construction Plans, Standard Specifications and Estimate (PS&E) Preliminary Design - Attend project scope meeting with City Staff to review project details. Consultant shall field review, inspect and conduct all necessary surveys to prepare a Preliminary Design Report (PDR) or alternatives, preliminary cost estimate and preferred alternative as requested by the project manager. A (PS&E) package shall be submitted to review at 30% design for independent City review. A (PS&E) package shall be submitted to review at 60% design for independent City review. A (PS&E) package shall be submitted to review at for FINAL independent design review The City will review and comment on the PS&E packages with a turnaround goal of (2) weeks. One (1) copy of the documents with comments will be returned to the consultant. Unless, several agencies are involved in the review process multiple documents with comments will be provided to the consultant. After the final design comments have been incorporated the consultant shall provide the City with final (PS&E) package ready forbid. See Section - General Requirements and Project Deliverables Section. Proiect Schedule and Proaress: Progress review meetings shall be held at intervals deemed appropriate by the City. The Consultant shall furnish two copies of all completed work or partially completed update/status since the last progress review meeting. Progress reports shall be submitted monthly in electronic format indicating achievements and project schedule progress. Ci!Y Resnonsibilitics: The City will provide information in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein. a Fumish scope of work andprovide general direction as neededfor the assignedproject a All plan check coordination within the City a Advertise, award, and administer of construction contract 0 Electronic files (sample plans & specifications, City of Santa Ana's CADD Standards) 0 Electronic files for title sheets and sheet borders a Facilitate meeting space and coordination and City facilities City of Santa Ana RFP 23-030 Page A1-6 Fee Proposal: In addition to Section W.B.3 (Submittal Requirements: Fee Proposal) fee schedule shall be structured as follows: The fee proposal shall include the firm's standard hourly fee schedule, and/or project fee schedule where applicable and as outlined in this this documents. A list of all positions and hourly rates required to perform the services described herein shall remain valid for one (1) full calendar year following contract execution. Subsequent rates shall be renegotiated between the firm and the City. A more detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. Other Terms -and Conditions: 1. The project will be implemented in compliance with the City of Santa Ana's policies, as well as Prevailing Wages and State/Federal Requirements. 2. The City regards the inclusion of California based designs, engineering, and constniction professionals, facilities, and services as part of the Team to be highly desirable, but not mandatory. 3. The City reserves the right to amend this Request for Proposal by addendum prior to the final dates of submission. 4. All reports, proposals, or other data or materials which are submitted shall become the sole property of the City of Santa Ana with the exception of the confidential Financial Capacity information and sealed fee proposals which will be returned to all proposers after award of contract to the selected Team 5, All products used or developed in the execution of any contract resulting from this request will remain in the public domain at the completion of this project. 6. The City has an affirmative action program. The purpose of the affirmative action program is to encourage certified minority business enterprises and women business enterprises. All submitting firms must have established affirmative action programs approvable by the City. During the RYP stage, all firms will need to complete a "Certification of Non -Discrimination by Contractors" for each firm on their team. City of Santa Ana RFP 23-030 Page AI-7 EXHIBIT B CONSULTANT'S PROPOSAL ORIGINAL PROPOSAL FOR RFP NO. 23-030 OnmCall Engineering Services Ita Page intentionally left blank for printing purposes. Proposal for RIFP No. 23-030 On -Call Engineering Services ALTA PLANNING + DESIGN, INC. 1. Statement of Qualifications a. Cover Letter ........................................................................... 1 b. Contract Agreement .............................................................. 2 c. Firm and Team Experience ................................................... 3 d. Understanding of Need ....................................................... 12 f. References ............................................................................ 20 alta a. Cover Letter MARCH 14, 2023 ATTN: Sean Thomas, Project Manager City of Santa Ana, Public Works Agency 20 Civic Center Plaza, M-36; Santa Ana, CA 92701 RE: On -Call Engineering Services (RFP No. 23-030) Dear Mr. Thomas and Members of the Review Committee: Alta Planning + Design, Inc. (Alta) is poised to serve the City of Santa Ana (City) in an on -call capacity to deliver a range of civil engineering and design projects that meet City standards. The Alta Team brings together a core group of civil and traffic engineers, electrical engineers, landscape architects, environmental planners, and grant writers, who are highly skilled in their respective fields and knowledgeable in the local context of the City. Through our previous engineering and planing work with the City's 2016 Safety Education Campaign and the 2020 Safe Routes to School (SRTS) Plan, we understand the community's safety concerns and bring a team of national experts who can efficiently deliver a variety of capital improvement projects. Our approach is rooted in creating local solutions that help communities achieve their larger goals for economic vitality, healthy living, and improved quality of life. The Alta Team offers a number of significant qualifications for this On -Call: Pedestrian, Bike, and Safety -Focused Design Expertise. While many firms use the expression "multidisciplinary," it's a core part of Alta's identity and has been part of our culture since our inception. Our integrated approach allows us to offer solutions that consider a range of angles, leading to plans and designs that are more context -appropriate, implementable, and forward-thi n king. Whether designing safer intersections or beautifying street corridors, our team understands how to utilize over 180 multidisciplinary staff to integrate sustainable elements into our designs, and recommend solutions tailored to a given timeframe or budget. This focused expertise, backed by scalable firm and subconsultant resources, will enable us to support the City on a range of projects. Local Knowledge and an Experienced, Cohesive Team. We understand the big picture and can go into this On -Call for Engineering Services with a clear understanding of the City's need to efficiently deliver projects. We are currently providing project approval and environmental documentation (PAED) services for the City of Placentia's Atwood Multi -Purpose Trail, collaborating with the City of Placentia, Orange County Public Works and Flood Control District, and Caltrans D12 throughout the process. Through our previous work, we are familiar with Santa Ana's character and opportunities, the challenges facing its transportation networks, and its aspirations regarding safety improvements. To provide the most well-rounded suite of services to successfully deliver projects through this On -Call Contract, Alta has partnered with the following subconsultants who we have existing relationships with from collaborations on projects throughout the region: • GHD, Inc. (providing Civil -Design Support, Electrical, Environmental, Fire Protection, and Hydrology/Hydraulic Modeling Support Services) • HELIX Environmental Planning, Inc. (SBE, providing Environmental Planning) • Craftwater Engineering, Inc. (DVBE/MB, providing Hydraulic Modeling, Water/Sewer Design, and Sustainable Infrastructure Services) • GMU, Inc. (providing Geotechnical and Pavement Engineering) • Calvada Surveying, Inc. (DVBE/MBE/SBE, providing Topographic and Boundary Surveying) • Monument, Inc. (WBE/SBE/DBE, providing Right -of -Way Studies). 1 Original Proposal For Rfp No. 23-030 On -Call Engineering Services ALTA PLANNING + DESIGN, INC. Constructable Design Solutions. The Alta Team provides civil transportation design, traffic/electrical engineering, transportation planning, landscape architecture, geotechnical, environmental and other technical reports needed to support tasks for this On -Call contract. Our team gets projects built and turns challenges into opportunities. We pride ourselves in the number and quality of our pedestrian, bikeway, Complete Street, and trail improvement projects that have been successfully constructed and bring that experience to help the City navigate specific design challenges. Our team will be led by Contract Manager Vincent Hellens, ENV SP, who will also be the designated point -of -contact. He can be reached at 213.797.4445 or vincentheliens@altago.com. Please contact him to discuss our qualification in more detail. 1, Steven Frieson, PE, LCI, QSD will serve as the Principal -in -Charge and am authorized to bind Alta in any resulting contract. We appreciate the opportunity to work with the City again. Sincerely, Vincent Hellens, ENV SP Contract Manager Principal Alta Planning + Design, Inc. Steven Frieson, PE, LCI, ENV SP Principal -in -Charge Vice President, as duly authorized. Alta Planning + Design, Inc. b. Contract Agreement Alta proposes the following amendments to the City's Agreement. PROPOSED AMENDMENTS TO FORM OF AGREEMENT Legal Company Name: Alta Planning + Design, Inc. State of Incorporation: California I Tax ID: 68-0465555 For all legal -related correspondence and information please use the following address: 711 SE Grand Avenue Portland, OR 97214 (503) 230 9862 contracts *_altago. com Section Location General Proposed Amendment (Deletions in Red, Insertions in Condition Blue) Rationale and Benefit Indemnification 8 3rd Consultant agrees to defend, and shall indemnify and hold This edit was accepted for sentence harmless .... The Consultant further agrees to indemnify, hold Alta Project # 2017-440- harmless, and pay all costs for the defense of the City, Santa Ana CA Safe Routes including reasonable fees and costs for special ce-iRsel to he to School Plan dated seleeted by the Get to be selected by Consultant with input November 7, 2017-RFP 17- from and in consultation with the City regarding any action 099 by a third party challenging the validity .... Reasoning: Attorney fees must be "reasonable" to be covered byinsurance; Counsel is chosen by our Insurer ALTA PLANNING + DESIGN, INC. Proposal for RFP No. 23-030 On -Call Engineering Services c. Firm and Team Experience Alta Planning + Design (Alta) is North America's leading active transportation firm dedicated to creating healthy communities through engineering, planning, landscape architecture, and education/encouragement programs. Alta uses fundamental civil engineering principles to propel visions of accessibility, active mobility, and cleaner environments. Our engineering staff bring over two decades of experience in streetscape improvement projects, Complete Streets, and ADA accessibility. Founded in 1996, Alta has more than 180 staff in 17 offices across the country who help create communities where bicycling and walking are safe, fun, and normalized daily activities. Experience Providing On -Call Support Alta has worked with many public agencies across the country in an on -call capacity to assist with non -motorized planning, transportation engineering, and landscape architecture projects. We can provide project management, technical expertise, community outreach/sta ke hold e r engagement, and grant writing capabilities to your bench of consulting firms. Our specific approach to working in an on -call, technical support role involves close client communication, frequent collaboration during project development, and efficient delegation of design tasks to the consultant team and client agency staff. Alta will be an asset in developing well -organized, clearly written, forward -thinking construction documents and reports. Safety and Vision Zero Advocates Alta is invested in the safety and accessibility of roadways and streets across Orange County for all users. At the regional level, we supported the Orange County Transportation Authority (OCTA) with its regional bikeways planning efforts. Alta identified bikeways strategies for Districts 1 and 2 that supported the goals contained in existing countywide transportation plans. Alta continues to support local needs and efforts to implement broader transportation objectives throughout the County. We concluded a Safe Routes to School (SRTS) plan for the City of Santa Ana that identified and prioritized school infrastructure improvements to encourage walking and biking at schools across the City. Our engineers and planners collaborated to develop a program that would improve safety and mobility for the City's residents. Southern California On - Call Experience Alta has supported over 25 agencies across California in an on -call capacity to address local and regional active transportation needs. We maintain consistent and frequent communication throughout project development and incorporate a strong sustainability component into our project approaches. Some of our clients for whom we provide on -call civil engineering services include: • Orange County Transportation Authority • City of Irvine • City of Anaheim • City of Pomona • City of Riverside • City of Los Angeles: >> Department of City Planning >> Bureau of Engineering (LABOE) >> Department of Transportation (LADOT) • City of Long Beach • City of Culver City • City of Glendora Western Riverside Council of Governments (WRCOG) Alta worked with the City of Santa Ana from 2017-2020 to identify infrastructure improvements, conduct a traffic calming study, prepare concept plans for streetscape improvements, and compose cost estimates for a SRTS Plan. 1� A Proposal for RIFP No. 23-030 On -Call Engineering Services ALTA PLANNING + DESIGN, INC. Active Transportation Champions While many of our industry peers approach transportation projects from the sole perspective of the motorist, Alta considers the perspective of the end user who is biking, walking, and taking public transportation. Our engineers design improvements that make roadways and intersections safer, easier to understand for all users, and more comfortable for bicyclists and pedestrians. Alta is a national leader in planning and designing bikeway solutions, having authored the National Association of City Transportation Officials (NACTO) Urban Bikeway Design Guide, Caltrans' Complete Intersections handbook, and most recently, the Quick -Build Guide: How to Build Safer Streets Quickly and Affordably to help communities during the COVID-19 Pandernic (co-authored with the California Bicycle Coalition). Given our depth of expertise, we can proactively work through potential project challenges to carry out Santa Ana's vision for this on -call. Areas of Service Alta takes an all-inclusive approach to designing streetscapes and sidewalks to be efficient and safe for all users. We are fully rooted in the fundamentals of traditional civil engineering principles while envisioning more active, equitable, and accessible environments for all users. Our staff has specialized expertise in traffic calming, on -street bikeways, context -sensitive design, Safe Routes to School, Complete Streets, transit corridors, access, circulation, urban design, new mobility integration, and many other aspects of creating safe and intuitive on -street facilities that work seamlessly with adjacent sidewalk and trail systems. Our team of civil engineers, traffic engineers, and landscape architects understands how to create multi -modal streets that respond to the 21st century needs of pedestrians, bicyclists, transit users, and motorists. Alta's in-house Civil and Traffic Engineering, Landscape Architecture, and Transportation Planning Teams are prepared to deliver on RFPs that are anticipated from the City's On -Call contract. We will provide the City with the following expertise: CIVIL ENGINEERING AND DESIGN Alta has provided civil engineering design services to agencies, including plans, specifications and cost estimates for pavement rehabilitation, Complete Streets, and streetscape improvement projects. Our project experience demonstrates that we consider the needs of all users in our technical project development process. ADA accessibility in roadway design is our team's specialty. The Alta Team's experience designing ADA compliant and accessible curb ramps for agencies like the City of Los Angeles, the City of El Monte, and Caltrans has built our awareness of the liability risk many cities face with having non -compliant ADA facilities within their jurisdictions, giving us valuable insight. Alta led conceptual design, outreach, and preparation of construction documents for Culver City's first separated bikeway on Elenda Street, as well as neighborhood improvemetris to create Safe Routes to La Ballona Elementary School. ALTA PLANNING + DESIGN, INC. Proposal for RFP No. 23-030 On -Call Engineering Services Street improvement projects trigger the need to upgrade facilities, such as curb ramps and sidewalks, to meet current ADA requirements. Alta identifies such needs early in the design development process to develop truly inclusive Complete Streets and minimize unnecessary project costs. ROADWAYIPAVEMENT ENGINEERING Rehabilitation projects often require improvements that impact adjacent facilities such as driveways, walls, and other appurtenances. Our design carefully considers these "conform" requirements, with the goal of minimizing or eliminating the need for temporary construction easements or additional rights -of -way. Our team will be supported by GMU, a geotechnical and pavement engineering firm, to provide alternative pavement recommendations to meet project goals and objectives while staying within City budget. Alta has a clear understanding of alternative pavement methodologies based on cost effective approaches for a 20-year design life, constructability, and factors that are unique to commercial and residential streets. Based on our knowledge and experience, key components for rehabilitation methods that need to be considered include depth of removal sealing and interlayer, rehabilitation approach, pavement recycling, and full reconstruction. The Alta Team, supported by GMU, provided pavement evaluations, repair recommendations, and final rehabilitation plans for El Monte's C/P 016 project. SAFER MULTIMODAL DESIGN Alta can incorporate specific design elements that increase safety, including the narrowed width of street crossings, improved lighting, and effective site lines. We strive to create sustainable capital improvement projects (ClPs) that do not over -burden maintenance departments and minimize operation costs. For example, Alta can prepare and specify signage and striping improvements so that they are timed with routine repaving and maintenance efforts; efficient irrigation systems with weather -based controllers that are automatic and self-adjusting; high efficiency lighting (including solar lighting) to minimize operation costs and fixture replacement cycles; and site amenities such as trash receptacles and bollards that are durable and contribute to a community's overall character. CONSTRUCTION DOCUMENTATION: PLANS, SPECIFICATIONS, AND ESTIMATES (PS&E) Once a design has been vetted and agreed on, Alta will move into the final design phase, which includes the development of construction documentation and specifications that meet local, state, and federal regulations. Alta works with the City and agencies to format our drawing and specifications to comply with their standards. The final design package is then submitted for a final review to stakeholders as directed by City staff. Final comments are incorporated into the package and a final bid document set is issued to the City for soliciting contractor bids. Our design team has prepared cost estimates ranging from the very conceptual ballpark number based on the general scope of work to detailed construction cost estimates used for construction bidding and capital improvement budgets. We have developed an internal framework for developing the various levels of cost estimating for our design team to follow so that each project, depending on the level of detail needed, has a consistent approach to cost estimating. Our preliminary engineer's estimates will include itemized quantities for elements within the project corridor, including but not limited to curb extensions, traffic signal improvements (including bike signal infrastructure), ADA pedestrian and bicycle improvements, signing/striping improvements, wayfinding, utility impacts, pavement reconstruction, landscape materials, bus amenities, and all removals required to implement the project. The cost estimate will include quantities and unit costs with back-up information as necessary. We not only use concept plans for our engineer's estimate, but often conduct site investigations to verify potential conflicts that may increase cost. Potential conflicts include R/W impacts, utility relocations, and/or the need for excessive grading or retaining walls. Alta maintains a compendium of recent bid results in Southern California that will be used as a basis for Proposal for RIFP No. 23-030 On -Call Engineering Services ALTA PLANNING + DESIGN, INC. establishing unit prices. An escalation factor can be added to the overall cost once the anticipated construction schedule is determined. CONSTRUCTION ADMINISTRATION Implementation of a planned facility can be the most challenging aspect of a project. Alta staff are committed to providing design support services throughout the bid and construction phase of a project. Assistance during the bid phase will include providing responses to bidder(s) questions and issuing addenda as needed. During the construction phase, we would assist the City in responding to RFIs, review and approve contractor change orders, review and approve working and shop drawings, and help resolve discrepancies in the contract documents upon request of the Resident Engineer. SIGNING AND STRIPING Alta can develop signing and striping plans that conform to local standards and requirements, while remaining flexible for any level of complexity. As an active transportation firm, we bring an edge by expanding on existing design standards and guidance to provide accessible facilities for bicyclists, more comfortable and organized conflict points, and clarity with regards to driver and bicyclist expectations. LANDSCAPE ARCHITECTURE AND URBAN DESIGN Landscape architecture and urban design at Alta represents a comprehensive and integrated approach to design. It is our way of infusing network and corridor design that engages with land use, circulation, open space, and resiliency. We design the physical form that articulates our work and use our unique expertise in public space design and placemaking to strengthen the identities of cities, towns, and corridors, while making them more livable, people -focused, and vibrant. We understand the opportunities, challenges, funding and management mechanisms, and maintenance standards specific to developing public space in urban, suburban, and rural areas. Our specialties include: • Parks and urban spaces • Complete Streets • Green infrastructure and best management practices (BMPs) • Wayfinding, gateway, and signage systems GREENWAYS AND TRAILS Alta is the nation's leading firm specializing in the planning and design of trail and pathway facilities and systems, and has studied, planned, designed, and implemented more than 9,000 miles of bikeways, walkways, and trails. We are experienced with addressing technical and community issues and objectives associated with pathways and regional trails, such as meeting applicable standards, serving intended users, and incorporating stakeholder feedback throughout the planning and design process. Alta authored or helped prepare many of the design and best practice guidelines used nationally to develop bicycle, pedestrian, and trail facilities. We help cities enhance greenway projects with the following: • Reduction of conflicts at complicated intersections • Transitions between on- and off -road sections and sidewalk facilities • Mitigated impacts in sensitive environmental and constrained areas • Aesthetic enhancements • Site security elements • Maintenance and management SUSTAINABLE DESIGN Streetscape and landscape elements have the ability to strengthen and promote the identity of a community or corridor. Alta uses a sustainable design approach to develop concepts that integrate best management practices, green infrastructure, and durable materials. Alta selects native and adapted plants specifically for each project's local climate and design irrigation systems with weather -based irrigation controllers that are automatic and self-adjusting. We blend ecological function with landscape aesthetics by incorporating green infrastructure elements such as pervious pavement, vegetated bio-swales, vertical green screens, and trees. We incorporate these elements into medians, parkways, curb extensions, and park spaces. We advance planting, grading, and irrigation concepts plans that conserve water resources and require low maintenance to create enriching and ultimately durable landscapes. TRAFFIC ENGINEERING Alta's traffic engineering skills offer a perspective that goes beyond designing for vehicle use. We consider public transit, delivery vehicles, bicycles, and pedestrians in our projects. Our backgrounds and experiences are fully rooted in the fundamentals of traditional traffic engineering principles and services, including: - Safety analyses of intersections or networks - Traffic calming studies and designs - Traffic impact analyses - Traffic signal designs, including High -Intensity Activated Crosswalks Beacons (HAWK) and Rectangular Rapid - Flashing Beacons (RRFB) - Parking studies - Site plan access and parking layout development ALTA PLANNING + DESIGN, INC. Proposal for RFP No. 23-030 On -Call Engineering Services - Street geometric layouts, including signing plans - Innovative bikeway designs - Construction staging and phasing NEW MOBILITY The fast pace of innovation requires new approaches to planning and design. Alta is helping communities explore the appropriate technologies that coordinate active transportation, transit, and new mobility options to meet community goals. We recognize the value of both cutting edge and traditional "low tech" approaches centered on users and community needs. Through robust civic engagement, new tools, applied research and thoughtful planning, we are helping communities harness technology benefts while managing risks. Alta's expertise goes beyond transportation to address change affecting multiple aspects of community design and governance. Our services include facilitating community discussions on goals and vision regarding new technologies such as autonomous vehicles, coordinating shared -use mobility, mobility evaluation frameworks, first and last mile connections, new travel behaviors and data sources, mobility hubs, Complete Streets 2.0, trails of the future, transportation demand management JDIVI), electric vehicle infrastructure plans, and micromobility. COMMUNITY OUTREACH Community outreach and engagement is at the core of Alta's work. We have conducted countless workshops, pop-up and demonstration events, Community and Project Advisory Committees, interactive outreach maps, online and paper surveys, and walk audits that have been successful in garnering public support for projects. Our interactive web maps and surveys help foster collaborative engagement before, during, and after project design phases. We have conducted design charrettes where we create fast, accurate, and beautiful illustrations of proposed improvements that spark imaginations. The high -quality outreach materials, graphics, and reports documents created by our graphic designers help convey complex analysis and planning concepts in straightforward and visually compelling ways. Our outreach processes are inclusive, interactive, iterative, and productive, and help not only gather public input, but also show how that input influences projects. GRANT EXPERIENCE Alta staff have assisted jurisdictions across the country in winning over $850 million in grant funding for projects enveloping Transportation, Affordable Housing, and Capital Projects & Infrastructure. Alta's in-house grant writing specialists excel at identifying funding opportunities, matching projects to the right funding source, and recognizing opportunities to pursue multiple funding sources. Alta staff bring the technical expertise and organization to complete a range of tasks, from full-fledged preparation of the grant application to assisting with document review and preliminary design. 7 Proposal for RIFP No. 23-030 On -Call Engineering Services ALTA PLANNING + DESIGN, INC. Prime and Subconsultant Roles Firm Project Role Alta Planning + Design, Inc. Project Management and QA/QC (Prime) Civil -Design Transportation/Traffic Engineering Sustainable Infrastructure Services GHD, Inc. (Subconsultant) HELIX Environmental Planning, Inc. (SEE) (Subconsultant) Craftwater Engineering, Inc. (DVBE, MB) (Subconsultant) GMU, Inc. (Subconsultant) Civil Engineering/Design Environmental Mechanical Fire Protection Electrical Special Engineering Stud ies/Re ports/ Compliance and Investigations Environmental/Planning Support Hydraulic Modeling and Design (storm water and sewer collection systems) - Geotechnical Calvacla Surveying, Inc. (DVBE, MEE, SEE) Land Surveying (Subconsultant) � *- Mapping Services Monument, Inc. (Subconsultant) Teaming Partners GHD . Right -of -Way Studies Landscape Architectural and Irrigation Architectural Grant Writing Services Regulatory Compliance with Federal and State and Local Agencies Transportation/Traffic Engineering Instrumentation and Control Systems Water and Sewer (Design and Hydraulic Modeling) Regulatory Compliance with Federal and State and Local Agencies Sustainable Infrastructure Studies . Sustainable Infrastructure Services - Pavement Management - Legal Description Preparations GHD is a privately held international engineering firm owned by its people and operating across five continents. With 10,000+ professionals globally, including nearly 400 in California, they are one of the world's leading professional services companies operating in the global markets of transportation, water, energy and resources, environment, and property and buildings. GHD offers a deep understanding of the challenges facing public agencies and communities today. GHD provides transportation planning and engineering, environmental, advisory, digital, and construction services to private and public sector clients. Operating globally and delivering services locally, they offer clients the ability to develop a working relationship with our local staff while having access to their global experience base. They understand the need to incorporate staff input and the public's needs when implementing a project. They also understand there will always be regulatory rivers, financial constraints, and stakeholder issues that come into play. GHD is proud to have a long history of providing on -call services to local agencies across California in various areas including: • Civil Design: Civil engineering design encompasses a broad range of services for overall project development, delivery, and implementation. Services include conceptual and preliminary design of projects, as well as final design consisting of development of construction drawings, specifications, and cost estimates, as well as construction support services during project implementation. • Transportation/Traffic: An exemplary record of delivering the full range of services expected by the City, including roadway geometrics and design; multimodal traffic volume, operations analysis, and simulation/modeling; traffic signal and ITS design/ modification, timing, operations, communications, and management; neighborhood traffic calming; speed surveys; and transportation planning including studies and analysis, conceptual multimodal design, and development. ALTA PLANNING + DESIGN, INC. Proposal for RFP No. 23-030 On -Call Engineering Services Teaming Partners (Continued) • Environmental: A range of environmental services from a global network of skilled engineers, scientists, auditors, planners, and environmental specialists. GHD staff have decades of experience throughout California and a deep understanding of local, state, and federal permitting requirements. • Electrical: A full range of electrical engineering services for a variety of municipal project types, including buildings, water storage and distribution, wastewater collection and treatment and stormwater collection facilities • Mechanical: Comprehensive mechanical engineering services, including analysis and design of wastewater treatment and pump station ventilation systems, wastewater treatment plant laboratory ventilation systems (including bio hoods), safety shower and eye wash systems, generator ventilation and fueling design, plumbing systems, and fire protection systems. • Fire Protection: Services include interpreting and applying codes, standards, fire engineering and life safety methodologies with a holistic view for both new and existing buildings. GHD is also cognisant of relevant sustainability, economic and regulatory considerations. GHD's fire and life safety team, combined with their wider network of building services engineers, can provide a complete and fully coordinated design for all building types and functions. HELIX HELIX EnvirarrventW PWaing HELIX Environmental Planning, Inc. (HELIX) is an employee -owned environmental consulting firm established in 1991, with more than 200 employees across seven California offices, including an Orange County office in Irvine. HELIX has provided comprehensive environmental planning services throughout Southern California for over 30 years. In-house services include preparation of environmental documentation for California Environmental Quality Act (CEQA) and National Environmental Policy Act (N EPA) compliance; biological and aquatic resource studies; arboriculture; acoustical/noise studies; air quality/ greenhouse gas (GHG) analyses; cultural resources investigations; historic resource evaluations; visual resource assessments; regulatory permitting and endangered species consultation; regulatory agency coordination; mitigation monitoring and compliance; landscape architecture; geographic information systems (GIS); and native habitat restoration design, construction, and maintenance. HELIX is also familiar with supporting engineering teams with existing conditions information and providing input on design alternatives related to avoiding or minimizing potential environmental impacts. HELIX provides comprehensive environmental consulting services for all types of public works projects, including roadway improvements, bridges and interchanges, bicycle and pedestrian facilities, stormwater improvements, sewer and water facilities, utilities undergrounding, parks/recreation improvements, and public buildings such as fire and police stations and libraries. craft *water, Craftwater c n Z i n e 0 r i T1 E , i n C Craftwater Engineering, Inc., is a California certified Disabled Veteran Owned Business Enterprise (DVBE) and Micro Business (MB) structured to deliver agile, full -spectrum service to the stormwater market. Their rapidly growing team of 15 associates is skilled at adapting to the continuously evolving regulatory environment yet grounded enough to deliver high quality and readily - constructible designs. Craftwater takes pride in programmatic stewardship — avoiding the pitfalls of changing teams between the planning, concept, full design, construction, and monitoring phases of each project. Craftwater is poised to serve the stormwater market by shaping practical regional stormwater policy, strategically planning investments in green infrastructure, and delivering innovative multi -benefit project designs and feasibility studies that are competitively aligned with funding sources. They strive to provide meaningful environmental outcomes with affordable and functional water infrastructure across California. As trusted strategic advisers and designers, Craftwater's mission is to always act genuinely to advance the best interests of their clients, the environment, and the state of science by designing real solutions for total water cycle management. Craftwater takes pride in the ability to converge creative, academic thought with pragmatic, on -the -ground engineering to deliver reliable outcomes on every project, and their team's successes have been awarded and recognized in multiple engineering journals and publications. Additionally, every member of their founding team is a licensed Professional Engineer in the state of California. Proposal for RIFP No. 23-030 On -Call Engineering Services ALTA PLANNING + DESIGN, INC. Teaming Partners (Continued) GMU dow LA [ %XVILOP Established in 1967, GMU, Inc. has been providing geotechnical services in Southern California for over 50 years as an S Corporation. GMU has built a long reputation as a trusted consultant for some of the most challenging and recognizable projects with a full range of geotechnical services, as well as numerous others, including: Pavement Engineering; Structural Engineering for Earth Retaining Structures; Forensic Engineering; Grading Plans and Construction Management for Landslide Projects; Blasting Consulting and Vibration Monitoring; and Soils, Materials Testing and Inspections. GMU's team of over 45 highly qualified professional engineers, professional geologists, and engineering technicians have experience in all phases of geotechnical engineering, engineering geology, and construction testing and material inspection. Our staff includes nine Professional and Geotechnical Engineers licensed in California, five Certified Engineering Geologists licensed in California, and five Pavement Engineers with experience in all phases of pavement engineering. GMU's Engineering Technicians and Registered Special Inspectors have an average of 15 to 25+ years of experience, with Engineering Technicians holding certifications from Caltrans, American Concrete Institute (ACI), International Code Council (ICC), and County of Orange. GMU's in-house laboratory is approved by the California Department of Transportation (Caltrans), AASHTO Materials Reference Lab (AMRL), the County of Orange, and other public agencies. CRLVRDA Calvada SURVeYING, INC. Calvada Surveying, Inc. is a Disabled Veteran (DVBE) and Minority Disadvantaged- Owned (MBE, SBE) professional land surveying firm that provides a wide range of services to many clients in the civil engineering and environmental industry. Their areas of expertise include boundary surveys/mapping, aerial photogrammetric/topographic surveys, construction staking, and as -built surveys that are critical for the design and construction of water pipelines, water retention/treatment facilities, and other water -related infrastructure. Calvada also provides construction staking and layout services to ensure that the project is built according to the design specifications and engineering standards. Their team of 42 experienced professionals, including 11 fully equipped field crews, is well -versed in the requirements and challenges of these types of projects and has a deep understanding of the specific surveying needs. The field teams will be ready to mobilize to the as -needed tasks within a 24 hours' notice. Calvada's state-of-the-art technology and equipment ensure accurate and efficient survey results, and their team is dedicated to providing high -quality service to our clients, helping them make informed decisions and move forward with their projects. monument Monument Monument, an S Corporation formed in 2018, is a full -service real estate and right-of-way company providing exceptional service, strategic planning, innovation, and timely delivery. They serve local, state, and federal agencies, transportation authorities, and engineering partners with public infrastructure projects throughout California. Monument understands the difference that an experienced, solutions -minded right-of-way partner can bring in achieving the goals and objectives of a project and has successfully delivered hundreds of projects as a team. Monument's team of over 30 professionals is comprised of the best in the industry, most with over 25 years in the business and leaders of some of the largest and most complex projects delivered in the State of California. Monument's interdisciplinary tearr is composed of highly experienced project managers, seasoned acquisition agents, relocation experts, and project support specialists working together with the client to provide solutions at every phase of the project. The Monument team is known in the industry for successfully completing projects on an accelerated schedule. They accomplish this with early project planning, a clear scope of work, defined project tasks and deliverables, quality control, exceptional performance, and communication with the client and project partners. They know the importance of collaborating with stakeholders to ensure the successful and timely completion of each project. Monument is a project partner, equally invested in the goals and objectives of the project and fully integrated with the project team. ALTA PLANNING + DESIGN, INC. Proposal for RFP No. 23-030 On -Call Engineering Services 10 Organization Chart The Alta team is composed of professionals and subconsultant partners whose collective skillset meet the comprehensive scope of services as requested by the City. Steven Frieson, PE, LCI, ENV SP will serve as the Principal -i n- Charge and oversee overall quality control throughout the on -call contract. As Contract Manager, Vincent Hellens, ENV SP will delegate tasks to the appropriate staff and serve as the City's main point of contact. Resumes are provided on the following pages. Legend: =Key Staff 0 = Task Order Project Manager PRINCIPAL -IN -CHARGE Steven Frieson, PE, LCI, ENV SP QA/QC MANAGER Adrian Esteban , PE, PMP, LEED APO CITY OF SANTA ANA TECHNICAL ADVISORS CONTRACT MANAGER Emily Duchon, ASLA, LEED AP Vincent Hellens, ENV SP 10 Joe Gilpin 0 ALTA KEY STAFF AND TASK ORDER PROJECT MANAGERS TransportationlNew Traffic Engineering Landscape Grant Writing Civil Engineering Mobility Architecture Scott Shepard, PE C Jean Crowther, AICP 0 Matt Fralick, PE, PTOE James Powell, PLA 0 Jeff Knowles, AICP, Markos Legesse, PE 0 Ashley Haire, PE. PhD, ENV Joe Paull, EIT Tim Bevins 0 Kristin Haukom, MPH TaliaAgazaryan, E/T ENV SPO Emma Katz, EIT Zara Gomez, ASLA 0 SID Sam Hernandez Daniela Vazquez, EIT TECHNICAL SUPPORT STAFF Civil Engineering Geotechnical and Pavement Right -of -Way Surveying, Legal (GHD) (GMU) (Monument) Preparation, & Mapping (Calvada) Chris Bretall, PE Roger W Schlierkamp, MSc, PE Daniela Borbe Matt Bartz, PLS Brittany Zambrano, PE, QSD Ali Bastani, PhD, PE, GE, F ASCE Saul Melgarejo Jr., LSIT Ramon Gonzalez, LSIT Armando DuPont, PLS Traffic Engineering Hydraulic Modeling & Sustainable Environmental Electrical, Mechanical, (GHD) Infrastructure & Fire Tim Belzman (HELIX) (GHD) Frank Penry, PE, TE, PTOE Oliver D. Galang, PE, ENV SP (Craftwater) Joanne Dramko (HELDO Todd Tregenza, AICP Courtney Semlow, PE, ENV SP (Craftwater) Beth Martinez (HELIX) Erel Betser, ME, FPE Merrill Taylor, PE (Craftwater) Mary Robbins -Wade, RPA Mehdi Mardi, EE Ulysses Fandino, PE, PACP (GHD) Casey Raines, PE, PA CP, MA CP (GHD) (HELIX) Charles Smith, AICP LEED AP Terry Wong, ME, LEEDAP BD+C (GHD) 11 Proposal for RFP No. 23-030 On -Call Engineering Services ALTA PLANNING + DESIGN, INC. d. Understanding of Need The City of Santa Ana seeks a full -service engineering team to evaluate, design, and develop construction plans and bid specifications for as needed Capital improvement Projects (CIP) and other professional services. Alta being a multidisciplinary firm supplemented by a diverse range of team members of electrical, geotechnical engineers, environmental planners, mechanical, hydrologists, and land surveyors are prepared to support the City's needs. We recognize that inclusivity, transparency, and equity are critical to the success of public infrastructure projects in the City of Santa Ana. Since 2016, Alta has been helping the City promote and prioritize safety improvements through our work on the City's Safety Education Campaign and Safe Routes to School Plan that was adopted in 2020. Our team will leverage that community understanding and early engineering planning to assist the City in accomplishing their mission "To deliver efficient public services in partnership with our community which ensures public safety, a prosperous economic environment, opportunities for our youth, and a high quality of life for residents." The adopted CIP fiscal year 2023 budget projected over $40 million dollars for infrastructure enhancement throughout the City, which mean projects must proceed as planned in a cost-effective manner. We also understand there are grant funded and federal earmarked projects (such as the Orange Avenue Bike Lane and Bicycle Boulevard Project) in the pipeline with aggressive project delivery schedules, and the Alta Team stands ready to support the City and deliver these projects. Both the City and the community are ready to see the programmed projects in the CIP move forward to deliver tangible benefits for all users. 4_ '44 11 0�5 ALTA UNDERSTANDS. Ourplanning and engineering teams identified and prioritized school infrastructure improvements at schools across the City which led to the City Council adoption of the 2020 Santa Ana Safe Routes to School Plan. Staff Availability and Managing Resources The Alta Team understands the importance of meeting project delivery schedules. We commit to provide adequate and qualified staffing to complete tasks from this on -call. WE can also commit to make use of personnel from other offices throughout the company and bringing on additional staff if project tasks and schedules dictate the need to do so. Alta's Project Managers will be selected based on the schedule, the complexity of the project, the Manager's expertise, and the most qualified team members to successfully deliver the project. Our project management infrastructure includes Deltek Vision software for budget planning, control, and invoicing. This software allows Alta's project managers to track resources and create project plans that confirm staff availability for key tasks over the lifecycle of a project. Alta utilizes Deltek's integrated time management and invoicing system to make sure projects stay on track. This system allows Alta to generate invoices based directly on timesheet entries, resulting in faster and more accurate invoicing. Deltek's integrated reporting tools allow us to monitor the budget, project status, progress, and billing constantly on a real-time basis. Alta's financial team has developed a set of billing protocols to facilitate streamlined project management review of tasks and expenses. Our project work is tracked in Deltek tasks and labor reports that indicate burn rates and make sure project billings correspond to production milestones. Our quality of work, cost control, and schedule compliance will result from a systematic management program tailored to this on -call contract. We will adhere to the planned task budgets and anticipate workload and schedule changes by preparing and maintaining a detailed critical path method schedule that is resource loaded and treated as a living document throughout the lifecycle of a project. Potential tasks are scoped in detail in Section 2. Scope of Services and Schedule. QUALITY ASSURANCE AND QUALITY CONTROL - Alta maintains a QA/QC system, along with strict adherence to establish business procedures. Our team employs a three-tier quality control system that includes: (1) peer review of materials, (2) independent review by principals, and (3) in-house scheduling and management tools. Our QA/QC process begins at the start of the project. We believe that everyone on the team is responsible for providing our clients with quality products and deliverables. Our designers utilize checklists during their design process to identify key issues that are communicated to other disciplines early in the design. This helps us to avoid ALTA PLANNING + DESIGN, INC. Proposal for RFP No. 23-030 On -Call Engineering Services 12 missing key elements during the design process while at the same time serving as a reminder to communicate internally within our team. In addition, our designers are required to have a senior level engineer provide an over - the -shoulder review at the preliminary stage of the design so that we have considered other design elements that may enhance the project. • Our designers are required to submit the checklists as part of the QA/QC process to provide reviewers with additional project information to aid in the review process and allow them to focus on key design elements. This process makes everyone on the team accountable for providing quality design and deliverables. • The QA/QC process will be led by Alta's designated QA/ QC Manager Adrian Esteban, PE, PMP whose primary role will be to ensure the integration of project goals and to verify the accuracy and consistency of project deliverables. Alta utilizes Bluebeam Revu for deliverables review which allows us to document all of the review comments and see that all comments are addressed prior to submitting to our clients. • By using Bluebeam Sessions for our QA/QC process we improve efficiency and are able to utilize our design experts across the company as reviewers. Our quality management procedures will see that: • Work is performed by qualified personnel. Relevant Project Experience Alta has design checklists that are used by designers and engineers at every stage of a project including conceptual design to ensure compliant and applicable information is included. - The necessary information is documented, checked, transmitted, and reviewed for completeness. - Documents are reviewed by the appropriate technical staff for constructibility and accuracy. - Products are reviewed by staff not involved in the project to provide a fresh perspective and insight. To provide a snapshot of our technical experience in the past five years, we have detailed several contracts and projects that share relevance with the City's requested scope of services. Please see Exhibit A on the following page for an overview of our relevant project experience. Alta's landscape, urban design, and engineering teams are dedicated to revitalization and enhancement of urban communities. Our Sherman Way Streetscape project for LADOT re -energized the corridor by enhancing pedestrian accessibility and providing creative street furniture which included bus shelters, benches, trash receptacles, bike racks, HAWK signals, curb ramp upgrades, and high visibility crosswalks 13 Proposal for RIFP No. 23-030 On -Call Engineering Services ALTA PLANNING + DESIGN, INC. Exhibit A: Relevant Project Experience Matrix oa W z Lu 4 06 CY a .0 0 r_ r E :3 06 0 0 -a E r_ 0 .2 0 Q r_ C W 0 0 CL CL Cn 0 0 .4 .2 > 0 0) Q 0 M 0 .2 1171 tm 0 C 0 7@ -0 '0 0 r_ 0 CL r_ CL E M > o _ CL > 0 CO) 0 0 co E — = 0 Firm Name Project Name I Location4it Year Description Client 0 0 0 E co r >' X 2 M _J (n E LU 0 Alta Atwood Multi -Purpose Trail I Placentia, CA 2021—Ongoing Concept plans, cost estimation, feasibility study, City of Placentia Public Works 0 0 0 community outreach, & hydrology report Department Alta Safe Routes to School (SRTS) Plan & Safety Education 2017-2020 Infrastructure improvements, traffic calming, cost City of Santa Ana 1 0 0 0 Campaign I Santa Ana, CA estimate, & concept plan Alta LA River Path I Los Angeles, CA 2018—Ongoing Alternatives analysis, environmental engineering, Los Angeles County Metropolitan 0 0 0 0 0 & final design Transportation Authority (LA Metro) Alta Pedestrian and Bicycle Safety Improvements I Ojai, CA 2019—Ongoing Class 11 and IV bike lanes & sidewalk-infill City of Ojai improvements Alta La Ballona Elementary Protected Bike Lane and SRTS 2017-2020 Conceptual design through construction, two-way Class City of Culver City Culver City, CA IV bikeway, traffic analysis, lighting, & streetscape improvements Alta, GMU, Merced Avenue Linear Park and Traffic Calming 2020—Ongoing Final design of bicycle facilities & pavement repair City of El Monte Craftwater Improvements I El Monte, CA Alta Pershing Bikeway: North Park to Downtown Connector 2015—Ongoing Preliminary study & engineering design for 2.6 San Diego Association of 0 0 0 San Diego, CA mile two-way Class IV bikeway Governments (SANDAG) Alta, GMU, Traffic Calming with Class IV Bike Lanes: Parkway Dr. and 2020—Ongoing Design of Class IV bikeway, traffic calming, & City of El Monte 40 40 0 0 0 Craftwater Denholm St. I El Monte, CA pavement evaluation and repair Alta Adeline St. Civil Engineering Design I Berkeley, CA 2018-2020 Traffic counts, analysis, & civil engineering for a City of Berkeley 0 0 0 Class IV bikeway Alta, Calvada, TOS 8 Curb Ramp Designs I Los Angeles, CA 2021—Ongoing Infrastructure improvements to promote safety, Los Angeles Bureau of Engineering 0 0 0 GHD inclusion, & sustainability (LABOE) Alta Higuera St. Complete Streets and Neighborhood 2021—Ongoing Class IV bikeway, buffered bike lanes, & City of San Luis Obispo 0 0 0 0 0 0 Greenway I San Luis Obispo, CA intersection improvements Alta Multi -Corridor Civil Design Services Oakland, CA 2020—Ongoing Final design, construction support, traffic City of Oakland Department of analysis, & civil engineering Transportation Alta San Jose Creek Multi -Use Bikeway Pomona, CA 2022—Ongoing PS&E for multi -use urban trail City of Pomona Public Works Department GHD Anaheim On -Call Professional Consulting and 2014—Ongoing Various services including preliminary City of Anaheim Engineering Services engineering & environmental documentation HELIX Engineering & Capital Projects Department As -needed 2011-2021 Capital improvements including roadways, City of San Diego 0 161 Environmental Services I San Diego, CA bridges, water/sewer pipelines, parks & utility Craftwater Arroyo Seco-San Rafael Treatment Wetlands 2023—Ongoing Feasibility Study and Final Design of two City of Pasadena stormwater diversions, treatment wetlands, and stormwater harvesting facility for irrigation use GMU El Toro Road, Lake Forest Drive, and Bake Parkway 2021 Assessment of pavement surface condition, City of Lake Forest Pavement Rehabilitation Project deflection testing, AC corings, lab testing, & engineering analysis. Calvada Eastbound SR-911/Atlantic Ave to Cherry Ave Auxilary 2019 Land surveying services & aerial topographic TRC/Los Angeles Metropolitan Lane Improvement survey Transportation Authority (Metro) Monument Warner Avenue Widening I Santa Ana, CA 2019—Ongoing Street expansion, Complete Streets improvement, City of Santa Ana I 1 0 0 I I I & right-of-way services I ALTA PLANNING + DESIGN, INC. Original Proposal For Rfp No. 23-030 On -Call Engineering Services 14 Atwood Multi -Purpose Trail PLACENTIA, CA I 2021—ONGOING The proposed Atwood Multi -Purpose Trail is 0.6 miles along the Atwood Channel in the City of Placentia. The purpose of this Project Approval & Environmental Document (PA/ ED) phase is to identify a preferred trail alignment; explore the feasibility of trail crossings at roads and railroads; identify opportunities for access points that connect the trail to neighborhoods, parks, schools, and transit; and environmentally clear the project. Alta is providing overall project management, leading the development of concept plans, preliminary cost estimates, feasibility study, community outreach, hydrology report, and coordinating extensively with OC Flood Control District and Caltrans Local Assistance. TOS 8 Curb Ramp Designs LOS ANGELES, CA I 2021—ONGOING Alta is currently working with the Los Angeles Bureau of Engineering (LABOE) on prioritized infrastructure improvements that promote efficient modes of travel which focus on safety, inclusion, and sustainability around the City. The projects are driven by LABOE's partnerships with LADOT which is utilizing Measure M and local funds to enhance traffic safety at desired destinations throughout the 12 Council Districts in the City. The projects are the Backlog Reduction Program, Vision Zero Initiative, and South Bay MSP Curb Ramps, and Traffic Infrastructure Facilities which includes upgrading over 180 non-ADA compliant curb ramps to the City's current standard plan (S-442-6). The Measure M multi -year program funding source is requiring the project schedule to be condensed and expedited. Knowing this, Alta is committed to the ambitious schedule and is currently delivering the design on -time and within budget. alta CLIENT PROJECT MANAGER City of Placentia Public Works Vincent Hellens Department RELEVANCE CONTACT Kyra Tao PE PTP Transportation Manager (714) 993-8121 ktao@placentia.org CLIENT • PA/ED • Trail alignment ,,' Cost estimation V Hydrology report alta ........... PROJECT MANAGER City of Los Angeles Bureau of Steven Frieson Engineering RELEVANCE CONTACT V Stakeholder coordination Kitty Siu, P.E., ENV SP Street Improvement Division Civil Engineer (213) 485-4623 kitty. si u@lacity.org ADA pedestrian Improvements Robust project management Site assessments 15 Proposal for RFP No. 23-030 On -Call Engineering Services ALTA PLANNING + DESIGN, INC. Los Angeles River Path LOS ANGELES, CA I 2018—ONGOING Alta is co -leading the design of the landmark Los Angeles River Path. This $365 million project —one of the largest active transportation trail projects in the country —will close an eight -mile gap in the path along the Los Angeles River (LA River) in downtown Los Angeles and Vernon. Once complete, the LA River Path will be a 32-mile continuous pathway for walking and biking from Long Beach to the San Fernando Valley, providing a world -class facility for Angelenos and the region. Alta's community -driven design approach focuses on user experience and legibility. With Phase 1 completed, the Alta team has led Metro through an alternatives analysis process that resulted in board consent and approval to move into environmental clearance and conceptual engineering. Over the next six years, Alta will be leading path georrietrics, assisting with the CEQA/NEPA process, developing construction documents, supporting Army Corps and local agency permitting, and providing construction support. Merced Avenue Linear Park and Traffic Calming Improvements EL MONTE, CA I 2020—ONGOING This two-part project includes the final design of bicycle facilities and pavement repair for a series of corridors in El Monte, and the creation of a linear park on Merced Avenue. The linear park will be created in a new median, and will feature walking and biking paths, native plantings, stormwater capture, public art, shade trees, and play areas. Alta is providing final Plans, Specifications, and Estimate for the linear park design. The plans include curb ramp details, median plan and profile plans, grading details of the trail, landscape and irrigation plans, amenity details, and signing and striping plans. To date, Alta worked with El Monte to support grant applications for construction funding, provided a range of concept designs, conducted extensive public outreach, and created a fly -through animation to build support for the project. alta CLIENT PROJECT MANAGER Los Angeles County Emily Duchon Metropolitan Authority (Metro) RELEVANCE CONTACT Dolores Roybal Saltarelli Regional trail planning, Deputy Executive Officer design and engineering (213) 922-3024 V Alternatives analysis roybald@metro.net Design guidelines V Stakeholder engagement CEQA/NEPA documentation alta CLIENT PROJECT MANAGER City of Pomona Public Works James Powell Department RELEVANCE CONTACT V Streetscape design Lee Torres, PE V PS&E City Engineer (626) 580-2055 Grant planning Itorres@elmonteca.gov V CEQA documentation ALTA PLANNING + DESIGN, INC. Proposal for RFP No. 23-030 On -Call Engineering Services 16 Avenue 64 Complete Streets PASADENA, CA I 2020—ONGOING The City partnered with GHD to improve safety, improve non -motorized access, reduce traffic speeds, and improve drainage conditions, while minimizing impacts to the existing adjacent properties. At Burleigh Drive, GHD designed a custom roundabout that reduced vehicle speeds while still providing full access to the adjacent driveways, previously located in the intersection, through the implementation of a drive isle adjacent to the residences. This design allowed the improvements to stay within the city right of way while accommodating property/driveway access and provided a space for refuse pickup and parking. The roundabout provided an entrance into Pasadena through thoughtful landscape architecture in the central island, medians, and buffers. The project was able to safely accommodate all roadway users while reduce speeds without compromising capacity, access, or right of way. Kelly and Park Drive Road Diet and Multi -Use Trail Project CARLSBAD, CA 1 2017-2023 HELIX provided environmental services to support the City of Carlsbad's goal of creating a balanced multi -modal transportation network, requiring the reconfiguration of both Kelly Drive and Park Drive to create Complete Streets and provide trail linkage. HELIX prepared a biological resources survey/jurisdictional delineation and report, cultural resources survey and report, and IS/MND for the project. Biological work also included preparation and submittal of regulatory permit applications and support during processing of the regulatory permits. HELIX worked with City of Carlsbad staff and project stakeholders to identify biological and cultural constraints to inform project design; biological mitigation included vegetation creation and restoration ratios following the City of Carlsbad's Habitat Management Plan and avoiding special -status species during construction. Cultural surveys and subsurface cultural testing confirmed the presence of cultural resources within the project footprint. Cultural mitigation included construction monitoring (with archaeological and Native American monitors) and controlled grading procedures. CLIENT PROJECT MANAGER City of Pasadena Brittany Zambrano CONTACT RELEVANCE Harry Corder Complete Streets Project Manager V Construction support (626) 744-7403 hcorder@cityof pasadena. net v' Dainage, geotechnical, landscape, and roundabout design HELIXtow"enf-10 POWNV CLIENT PROJECT MANAGER City of Carlsbad Joanne Drarnko CONTACT RELEVANCE Brandon Miles V CEQA/NEPA Project Engineer V Biological resources (760) 602-2745 brandon.miles@carlsbadca.gov V Regulartory permits V Biological mitigation 17 Proposal for RIFP No. 23-030 On -Call Engineering Services ALTA PLANNING + DESIGN, INC. San Rafael Wetlands and Restoration Stormwater Capture PASADENA, CA I 2019—ONGOING Craftwater Engineering supported the Cities of Pasadena and South Pasadena in developing the Preliminary Design and Feasibility Study Report for two stormwater capture BMPs located adjacent to the Arroyo-Seco channel. The two projects were originally conceptualized by the cities and other stakeholders interested in the Arroyo Seco river. Both projects support the goals described in the Upper LA River EWMP and the Load Reduction Strategy (LRS). The project will provide significant water quality benefits due to the significant drainage area size (5,005 acres), location of the adjacent creek and channel, and available development space. Craftwater conducted our unique optimization analysis to determine the optimal balance of BMPs that achieves water quality objectives relative to the investment in capital cost. Craftwater Engineers prepared the Project Concept and Feasibility Study that met all criteria for the Safe, Clean Water Program. The project was selected for funding under the Safe, Clean Water program. Craftwater is currently supporting the Cities with the development of the final design documents, calculations, and public outreach efforts. El Toro Road, Lake Forest Drive, and Bake Parkway Pavement Rehabilitation Project LAKE FOREST, CA 1 2021 GMU evaluated approximately 64 lane miles of asphalt concrete pavement on El Toro Road between 1-5 Freeway and Marguerite Parkway, Lake Forest Drive between 1-5 Freeway and Bake Parkway, and Bake Parkway between Rancho Parkway South and South Point Drive in the City of Lake Forest, California. GMU's scope of work included performing an assessment of the pavement surface condition, deflection testing, AC corings, laboratory testing, and engineering analysis. Areas showing high -severity distresses or areas showing relatively high deflection readings were recommended for a deeper mill and thicker overlay. The remaining areas were recommended to receive an uniform mill and asphalt - rubberized hot -mix overlay. The recommendations were developed taking into consideration our findings, the City's construction budget, and the desired pavement life extension. '14i, . S. craft c*'water e n g i n 0 L, P- i n g , i n C 7-- 0 CLIENT PROJECT MANAGER City of Redwood City Courtney Semlow CONTACT RELEVANCE Brent Maue, PE Water Quality Projects Assistant City Engineer (WQP) development and (626)744-4307 evaluation bmaue@cityof pasadena. net V Stormwater technology �' WQPs optimization V Support/outreach Al""I I %JI'Villi CLIENT PROJECT MANAGER City of Lake Forest Roger Schlierkamp (Director TAIT and Associates (Prime) of Pavement Engineering) CONTACT RELEVANCE David Sloan Surface condition Director of Engineering assessment (562) 547-0705 V Subsurface exploration and dsloan@tait.com laboratory testing V Structural capacity evaluation ALTA PLANNING + DESIGN, INC. Proposal for RFP No. 23-030 On -Call Engineering Services 18 SR-60/1-605 PA&ED LOS ANGELES COUNTY, CA 1 2017 Los Angeles County Metropolitan Transportation Authority (Metro), in cooperation with the Gateway Cities Council of Governments (GCCOG), San Gabriel Valley Council of Governments (SGVCOG), the California Department of Transportation (Caltrans District 7), and the County of Los Angeles, is proposing to construct improvements along Interstate 605 (1-605) and State Route 60 (SR-60) freeway corridors. Calvada was selected as one of the subconsultants to provide Professional Land Surveying Services including topographic surveys and bridge profiles. Calvada Surveying Inc. was contracted to perform supplemental land surveying services within the 14 miles along the 1-605, SR-60 and 1-10 freeways including a topographic survey of the Beverly and 605 on/off ramps in the City of Pico Rivera. The survey was used as the base map for the reconstruction of the system interchange and widening of the mainline facility will address existing deficiencies and accommodate projected growth. Warner Avenue Expansion SANTA ANA, CA I 2019—ONGOING This project expands Warner Ave from Oak Street to Grand Avenue by adding an additional lane of traffic and medians. These improvements were designed utilizing Complete Streets principals to provide safe, comfortable, and convenient travel for all users — pedestrians, bicyclists, transit riders, and motorists. This project will improve the flow of traffic and greatly improve commuter safety. A challenge acquiring single-family residential properties along Warner Ave in a high dollar market. Appraisals of the impacted single family residences were conducted in early 2019 with Notice of Eligibility for relocation being issued to the property owners the same year. However, delays resulted in a change to the value of the properties. To address this, the comparable housing analysis was revised, allowing owners to "catch-up" with market conditions and purchase a replacement property. Monument provided referrals in affordable areas, creating additional opportunities for the owners to locate a replacement property within their budget. Our in -person communication with the property owners, their families, and agents, contributed to a rebuilding of trust. CALVADR SUWMYING. INC. CLIENT PROJECT MANAGER Metro Armando DuPont HDR (Prime) RELEVANCE CONTACT v' PA&ED Tony Rahimian Vice President Land surveying (949) 463-2441 V Topographic surveys hamid.rahimian@hdrinc.com V Transportation design mionument CLIENT PROJECT MANAGER City of Santa Ana Daniela Borbe CONTACT RELEVANCE Kenny Nguyen, PE V Streetscape improvement Senior Civil Engineer (714) 647-5632 V Right-of-way services knguyen@santa-ana.org / Complete Streets V Community outreach 19 Proposal for RFP No. 23-030 On -Call Engineering Services ALTA PLANNING + DESIGN, INC. f. References We invite you to reach out to the following clients who can speak further to our qualifications and quality of service provided in the last five years. 1. ATWOOD MULTI -PURPOSE TRAIL Client: City of Placentia Public Works Department, Kyra Tao, Transportation Manager, (714) 993-8121, ktao@placentia.org Type of Work: Alta is providing overall project management, leading the development of concept plans, preliminary cost estimates, feasibility study, community outreach, hydrology report, and coordinating extensively with OC Flood Control District and Caltrans Local Assistance. 2. TRAFFIC CALMING WITH CLASS IV BIKE LANES: PARKWAY DR. AND DENHOLM ST. Client: City of El Monte, Lee Torres, City Engineer, (626) 580-2055, Itorres@elmonteca.gov Type of Work: Alta is working with the City of El Monte to calm traffic and improve roadway safety on Parkway Drive and Denholm Drive. This is being accomplished through the design of a Class IV Bikeway and additional traffic calming measures such as removing existing speed humps and other methods as deemed appropriate. Thusfar, Alta has evaluated existing conditions, facilitated community engagement, and developed conceptual and final plans. 3. HIGUERA ST. COMPLETE STREETS AND NEIGHBORHOOD GREENWAY I SAN LUIS OBISPO, CA Client: City of San Luis Obispo, Adam Fukushima, Active Transportation Manager, (805) 781-7100, afukushima@slocity.org Type of Work: Alta worked with San Luis Obispo to support their Active Transportation Program grant application for design and construction funding to implement a neighborhood greenway as well as a robust permanent Class IV bike facility along Higuera Street. Alta prepared additional 10% Concept Plans for the Meadow Park Neighborhood Greenway, developed rendered cross sections of the Higuera Street improvements, prepared engineers construction estimates, and provided detailed analysis on the benefits the project would have. In addition, Alta is preparing final engineering plans, specifications, and estimates for the project. ALTA PLANNING + DESIGN, INC. Proposal for RFP No. 23-030 On -Call Engineering Services 20 Scope of Services and Schedule Scope of Services The Alta Team offers a unique blend of skills to produce effective and high -quality engineering solutions, from concept to implementation. We are prepared to deliver on tasks that are anticipated from the City's on -call for engineering services. These projects could include, but are not limited to: • Rehabilitation Improvements • Storm Drain Improvements • ADA accessibility Improvements (including bike and pedestrian improvements) • Water and Sewer Infrastructure Improvements • Traffic Studies and Traffic Signal Improvements • Landscape and Irrigation Improvements • Signing and Striping Improvements • Park and Recreational Design • Grant Writing Services • Environmental and Planning Support • Mapping, staking, and Legal description preparation • Construction Support • Geotechnical and Pavement Investigation and Management Occasional Services • Electrical • Mechanical • Structural • Fire Protection • Instrumentation and Control Systems The scoped tasks are generally developed based upon a field review of the project, project understanding, the City's goals and objectives for the project, and our knowledge and experience gained from designing similar transportation and traffic engineering projects throughout Southern California. The following are anticipated tasks that could be associated with this contract: CONCEPT INTERIM SUBMITTALS FINAL DESIGN 30,60,90% SUBMITTAL Project Project Principal Manager manager Project Design Manager Staff Design Design Staff Staff Client Project Project Manager Manager Principal Principal Client Client Alta has been providing project management, preliminary, and final design services for agencies across California. We have the framework to efficiently complete projects on time and within budget. ALTA PLANNING + DESIGN, INC. Proposal for RFP No. 23-030 On -Call Engineering Services Task 1. Project Management and Administration TASK 1.1 KICKOFF MEETING This meeting offers the project team and City staff the opportunity to clearly outline communication protocols and invoicing requirements, review available data, discuss potential challenges and opportunities, and establish the project schedule and deliverable milestones. TASK 1.2 PROJECT MANAGEMENT AND ADMINISTRATION Throughout a task order, Alta's Contract Manager, Vincent Hellens, ENV SP, will monitor completion of requirements for invoicing, project updates, and management of project milestones and budget. He will provide City project staff with regular updates on these efforts and can facilitate virtual and safely conducted in -person meetings to allow the team to continuously identify key issues and develop solutions. TASK 1.3 PERMIT AND AGREEMENTS Alta will assist the City's Project Manager in securing permit approvals for construction and preparing application packages, communicating and coordinating with the permitting and approving agencies including all requirements in the construction documents. These agencies, which include but not limited to Orange County Public Works, Orange County Flood Control District, Orange County Transportation Authority, and the City of Santa Ana. TASK 1.4 STAKEHOLDER COORDINATION The Alta Team will lead coordinating and managing all of the different relevant departments within the City of Santa Ana and other local agencies to ensure a successful and smooth project delivery. The project team understands the importance of coordinating with other departments and agencies prior to the start of designs to make certain all parties understand the scope of work to be done for each individual intersection. Other pertinent stakeholders might include residents, transit/ rail agencies, commissions, and local fire or police departments. TASK 1.5 COMMUNITY ENGAGEMENT Our team can offer added benefit to the city by having our internal staff assist with Community Outreach. Alta will support the city's engagement activities, including attendance of up to two (2) Alta staff at one (1) public workshop to reintroduce the project to community stakeholders after the city approves the draft alternatives. The Alta team will also prepare up to six (6) color graphic presentation boards and one (1) handout that illustrates the design concept for use at the public workshop/community outreach meeting; we will include Spanish translation on these materials. This added value to the contract will improve the competitiveness of the city's future grant applications. Task 1 Deliverables: Project Kickoff meeting, Subsequent PDT meetings agendas and minutes, project schedules, quality assurance plan, progress reports, invoices, permits, and outreach materials. Task 2. Preliminary Engineering TASK 2.1 RESEARCH AND UTILITY COORDINATION Alta will research and obtain as -built drawings for a project area. We will collect pertinent infrastructure, drainage, traffic signal, signing and striping, and street improvement plans from the City as well as from County of Orange. Other documents that will be researched and collected include existing storm drain utilities, contours, hydrologic data, soils, transit routes, and historic traffic count data. Research will also include utility coordination with utility purveyors to obtain available records for data needed to avoid design conflicts. The Alta team will lead the utility coordination efforts in accordance with Caltrans Local Assistance and Utility Relocations manual. The Alta team will identify existing utilities in the proposed project area. This includes reviewing publicly available data sources such as Dig -Alert to determine which utilities are operating in the area and obtaining as -built plans and/or inventory maps from each utility owner to identify potential conflicts. This will involve preparing and mailing preliminary and follow-up letters requesting current information on any existing facilities. The "Utility Letter X' utility letters (to be printed on city letterhead and sign by city) will be sent to the applicable utility companies. This information along with performing site verification and working with the design team will be used in identifying all utility locations. The Alta team will confirm with utility companies that the facilities are located as represented in the project's utility maps. Utilities will be plotted on the project base sheets from the data received, combined with the above ground utility features obtained from the field review. A Utility Matrix will be prepared to verify that all utilities have responded. We will confirm with the utility companies that the facilities are located as represented in the project's utility maps. TASK 2.2 TOPOGRAPHIC SURVEY AND FIELD INVESTIGATION The Alta Team will provide topographic survey, base mapping, and boundary survey needs. This survey will consist of a field topographic survey and cross -sectional survey. The design (topographic) survey will collect field data by performing cross -sections every 50 feet along the roadway and locating topographic features such as lane lines, curb and gutter, curbs, sidewalks, edge of the pavement, curb drains, fences, and walls. All field -surveyed points will be submitted in digital files (including ASCII text file and a digital file format containing points, break Proposal for RFP No. 23-030 On -Call Engineering Services ALTA PLANNING + DESIGN, INC. lines, symbols, and features). Each point shall include a description, elevation, and northing/easting. We will conduct field investigations to verify existing surface features (including manholes, valves, meters, pull boxes, etc.) on the topography survey and to identify the relevant features that are missing. The field review will include work necessary to inspect the project site with respect to needs for preparing the conceptual designs including ADA accessibility and compliance. Additionally, our site visit will observe existing field conditions, local drainage, and confirm the data collection and base mapping. The field reconnaissance will be an opportunity to understand constraints that may limit the placement of onsite BMPs. TASK 2.3 ENVIRONMENTAL COMPLIANCE If required, the Alta Team will provide environmental compliance for the project. The Alta Team will prepare pertinent environmental documentation to meet CEQA and NEPA requirements. The team will submit environmental findings to Caltrans' Environmental section, subject to the approval of City Council. Technical studies relevant to the project will be prepared. Public meetings and workshops may be part of the environmental process and documentation. With the support of GHD and/or Helix, Alta will lead the preparation and conduct of public outreach and workshops required for the project. TASK 2.4 TRAFFIC ANALYSIS This includes a review and operational analysis of an intersection or corridor. Specifically, Alta will perform an existing and proposed alternatives operational conditions analysis as well as traffic signal control warrant analyses for the intersection(s). Level of service (LOS), delay, and queueing will be evaluated to assess operational impacts and provide a quantitative comparison between existing conditions and proposed alternatives. TASK 2.5 HYDROLOGY AND HYDRAULIC ANALYSIS The Alta team will prepare a Hydrology Report that follows the Orange County Hydrology Manual (October 1986 Version) and identifies mitigation opportunities for water quality impacts. Using the generated drainage areas, we will utilize HydroCalc input parameters for each individual drainage area delineated (area, flow path, slope, rainfall depth, percent impervious, soil type). The HydroCalc results will be tabulated for the 85th Percentile, 24-hour storm event. The Alta team will create various GIS maps including but not limited to delineated drainage areas, land uses, and soil types. These maps will be incorporated into the Hydrology Report. TASK 2.6 BMP RECOMMENDATIONS (WATER QUALITY IMPACTS MITIGATION) A suite of Best Management Practices (BMP) options will be considered for possible implementation. Using the results from the HydroCalc model, our team will calculate the total BMP footprint/ volume required to capture the 85th percentile, 24-hour storm event for each delineated drainage area. The assumptions of the cross -sectional depths will be provided in a table (ponding depth, soil media depth, and lunderdrain depth, if applicable). The Alta team will prepare Water Quality Management Plan (WQMP) in accordance with the requirements from the Orange County Technical Guidance Document JGD), dated December 2013, prepared in response to the permit requirements from the Santa Ana Regional Water Quality Control Board. Per the TGD requirements, the project will comply with USEPA:s Green Streets standards to the maximum extent practicable. The WQMP will be prepared using the County's standard template. Submittals will consist of a conceptual, pre -final, and final version of the WQMP document. All submittals are assumed to be electronic only. The (BMP) concept will be established prior to the conceptual submittal after infiltration testing has been performed and input from the City has been received. TASK 2.7 PRELIMINARY CONCEPTS AND ESTIMATES This will include considerations and analysis of multiple alternative alignments and the evaluation of traffic findings, right-of-way constraints, environmental impacts, and stakeholders' interests. Based on the aforementioned, Alta will produce a preliminary horizontal, vertical layout along with typical sections and rendering of aesthetic architectural and/or traffic elements. The developed conceptual designs for active transportation safety enhancements will be in a format that can be seamlessly presented to clients and stakeholders. Alta will prepare a Preliminary Opinion of Probable Construction Cost for the proposed alternatives. We will prepare feasibility -level itemized cost estimates for elements of the project, including quantities and unit costs with back up information as necessary. Alta maintains a compendium of recent bid results in Southern California that will be used as a basis for establishing unit prices. Our estimates will support the City's effort in seeking future grants and funding for the project. Task 2 Deliverables: Utility notification letters, utility matrix, topographic survey, feasibility report (including H&H, environmental documentation, BMP recommendations, RW impacts, traffic analysis, and draft/ final concept plans and probable construction cost estimates. ALTA PLANNING + DESIGN, INC. Proposal for RFP No. 23-030 On -Call Engineering Services Task 3 Construction Documentation (PS&E) Once a design has been vetted, Alta will move into the final design phase. This includes the development of construction documentation, opinion of probable construction cost, and specifications that meet the City of Santa Ana's standards, County of Orange standards, and any state or federal regulations. We will work with the City and involved agencies to format our drawings and specifications in compliance with applicable standards. The final design package is then submitted for a final review to City departments and stakeholders as directed by City staff. Final comments are incorporated into the package and a final bid document set is issued to the City for soliciting contractor bids. The plans will be prepared in accordance with City of Santa Ana's Standard Plans, supplemented by "Greenbook Standard Specifications for Public Works Construction, Caltrans Standard Plan and Specifications, California Manual on Uniform Traffic Control Devices (MUTCD), and the County of Orange Standard Plans. PS&E may include: - Civil and/or Roadway Plans and Details - Geometric Layout Plans - Channelization and Signage Plans - Traffic Signal Modification Plans - Traffic Control and Staging Plans - Utility Composite and Disposition Plans - Technical Specifications and Contract Documents - Probable Construction Cost Estimates Task 3 Deliverables: 30%, 60%, 90% (Pre -Final), and 100% (Final) PS&E Packages. Task 4. Bidding and Construction Support TASK 4.1 CONSTRUCTION BIDDING Alta will support the City throughout the bidding process. We will participate in one pre -bid meeting, prepare responses to requests for clarifications or information, and prepare addendurns to the plans and/or specifications, if needed. TASK 4.2 CONSTRUCTION SUPPORT PHASE Alta will provide ongoing construction support. We will review and respond accordingly to requests for information (RFI), review and approve contractor's shop drawings and submittals, review change orders, issue plan clarifications, and field meetings. Alta will provide a response to submittals/ shop drawings approvals. TASK 4.3 RECORD DRAWINGS The Alta team will review that the contractor maintains an accurate record of all changes in the plans and special provisions including under change orders, RFIs, addendum, and any additional details needed for the construction of the project but not shown on the plans. It is important that changes to the contract drawings are documented as the project proceeds. Alta will work with the contractor to maintain an updated set of record drawings denoting deviations from the design drawings during construction. We will review and compile these drawings, which will be transmitted to the City at the end of the project. Task 4 Deliverables: Attend the pre -bid meeting, as well as prepare Letters of Clarifications (LOCs), responses to Requests for Information (RFIs), and addendum sheets. needed RFI & submittal responses during construction; Construction kick-off meeting attendance, up to five field meetings; Final record drawings. Task 5. Grant Writing Our team is familiar with numerous state and federal sources of transportation funding and will assist the City from full- fledged preparation of the grant application to document review and preliminary design assistance. We analyze current conditions, assess needed improvements, identify funding resources and strategies, design and engineer facilities, coordinate public and agency involvement, and anticipate details such as connectivity, ADA compliance, landscaping, and future expansion. Our in-house grant writing specialists excel at identifying funding opportunities and matching projects with the right funding source and recognize that securing funding is much more likely when it comes from a variety of sources. Task 5 Deliverables: Prepare draft and final grant applications including all necessary GIS, estimates, and concept plans. Occasional Services Task 6. Mechanical Engineering Services for Facility TASK 6.1 SCHEMATIC DESIGN The Alta Team, supported by GHD will be prepare visit the site for verify existing conditions. Once the scope is confirmed we will prepare initial SD drawings which will include demolition, HVAC, and plumbing. The initial HVAC and plumbing load calculations, HVAC equipment and plumbing equipment and fixture selections will be included along with a list of Division 22 and 23 specification sections and mechanical and plumbing cost estimates. TASK 6.2 DESIGN DEVELOPMENT (DD) PHASE The Alta Team will finalize load calculations and equipment selections and then move forward with the DD drawings. The DD drawings will be based on comments from previous Proposal for RIFP No. 23-030 On -Call Engineering Services ALTA PLANNING + DESIGN, INC. SID submittal and changes requested. The Alta Team will prepare initial Division 22 and 23 specifications. TASK 6.3 CONSTRUCTION DOCUMENTS (CD) PHASE The Alta Team will prepare CD drawings based on comments from previous DID submittal and changes requested. This phase will consist of a 50%, 95% (Permit Set), and 100% (Bid Set) CD Progress Sets. We will prepare final Division 22 and 23 specifications and Mechanical Energy Compliance Forms (MECH and PLUMBING TITLE 24). Task 6 Deliverables: Schematic Designs, load calculations, SID Drawings, DD Drawings, and CD drawings including specifications and estimates. Task 7. Fire Protection Engineering Services for Facility TASK 7.1 SITE INVESTIGATION This task will be supported by GHD. The schematic design phase will begin with a kickoff meeting which will occur concurrently with the site visit for the facility. We will conduct site surveys to document existing fire sprinkler system sizing, routing, and seismic bracing assemblies. TASK 7.2 INITIAL SD DRAWINGS The Alta Team will prepare initial SD drawings that will include existing Fire sprinkler schematic and proposed fire sprinkler schematic. In addition, we will prepare flow test application (for entire building), initial hydraulic calculation based upon flow test (for entire building), a list of Division 21 specification sections, and a fire sprinkler cost estimate. TASK 7.3 DESIGN DEVELOPMENT PHASE The Alta Team will prepare hydraulic calculations and prepare DD drawings based on comments from previous SID submittal and changes requested. The DD phase will also include preparation of initial Division 21 specification sections and cost estimates. TASK 7.4 CONSTRUCTION DOCUMENTS PHASE We will prepare final hydraulic calculations for the building and prepare CD drawings incorporating comments from the SD phase. This phase will consist of a 50%, 95% (Permit Set), and 100% (Bid Set) CD Progress Sets. We will prepare final Division 21 specifications and final fire sprinkler construction cost estimates. We will prepare written responses to plan check comments and address all comments until approval for building permit. Task 7 Deliverables. Hydraulic calculations, initial SD Drawings, DID Drawings, and CD drawings including specifications and estimates. ALTA PLANNING + DESIGN, INC. Proposal for RFP No. 23-030 On -Call Engineering Services Project Schedule: Exhibit B The proposed schedule reflects the potential scope outlined in this proposal. The Alta team is flexible in our approach and look forward to working with the Cityto adjustthe scope and schedules to meet the needs of the City and project. Santa Ana On -call Engineering Project Schedule ID Task Mode Ta'k Name D.naticm Start �Finish Pred cessom F1 d d A��A� d dJ1AJ1JJAJ1J1JJAAAA Ads S1 ddd ddd d d d d d A djbJJ1J1 F1 d Id Fll� d dl� dA AAA dl� d dAAi1Aj61iJi1i1AAAAs1d s1s1s1 dddd d d I J Jd d dibblAd F1 F1 F1 d 4 dA AAA d �AJ 1 ;01 w. W. 111a. W. W4 W4 111a. W4 W4 W4 111a. W4 W4 W4 11"S M4 W4 W4 w4 111a. W4 W4 W4 111a. W4 W4 W4 W4 111a. W4 W4 W4 111a. 111a. W4 w4 W4 111a. W4 W4 ' Notice to Proceed Task 1. Project Management and Administration 1.1 Kickofi'Meeting 1.2 Project Management and Administration 1.4 Stakeholder Coordination 1.3 Permit and Agreements 1.5 Community Engagement Task 2. Preliminary Engineering 2.1 Research and Utility Coordination 2.2 Topographic Survey and Field Investigation 2.3 Environmental Compliance 2.4 Traffic Analysis 2.5 Hydrology and Hydraulic Anlysis 2.6 BMP Recommendation (Water Quality Impacts Mitigation) 2.6.1 Pavement Analysis and Design 2.7 Preliminary Concepts and Estimates Task 3. Construction Documentation (PS&E) 3.1 30% Plans, Specifications, and Estimate 30% Plans, Specifications, and Estimate QA/QC Review and Update Submit 30% PS&E to City City Review 3.2 60% Plans, Specifications, and Estimate 60% Plans, Specifications, and Estimate CA/CIC Review and Update Submit 60% PS&E to City City Review 3.3 90% (Pre -Final) Plans, Specifications, and Estimate 90% (Pre -Final) Plans, Specifications, and Estimate QA/QC Review and Update Submit 90% PS&E to City City Review 3.4 100% (Final) Plans, Specifications, and Estimate 100% (Final) Plans, Specifications, and Estimate CIA/CIC Review and Update Submit 100% PS&E to City Task 4. Bidding and Construction Support 4.1 Construction Bidding 4.2 Construction Support Phase 4.3 Record Drawings Task 5. Grant Writing I day 441 days 1 day 441 days 436 days 1 day 183 days 165 days 12 wks 5 Wks 6 mons 90 days 3 mons 40 days 2 mons 4 Wks 204 days 86 days 60 days 10 days 1 day 3 wks 51 days 30 days 10 days 1 day 2 wks 46 days 30 days 5 days 1 day 2 wks 3 Wks 15 days 5 da I day 120 days 1 mon 90 days 2 wks 2 mons Mon 4/3/23 Tue 4/4/23 Tue 4/4/23 Tue 4/4/23 Tue 4/11/23 Wed 6/28/23 Tue 4/4/23 Tue 4/4/23 Wed 4/5/23 Tue 4/4/23 Tue 6/6/23 Tue 6/6/23 Tue 5/9/23 Wed 4/S/23 Wed 4/5/23 Tue 5/9/23 Tue 6/6/23 Tue 6/6/23 Tue 6/6/23 Tue 8/29/23 Tue 9/12/23 Wed 9/13/23 Wed 10/4/23 Wed 10/4/23 Wed 11/15/23 Wed 11/29/23 Thu 11/30/23 Thu 12/14/23 Thu 12/14/23 Thu 1/25/24 Thu 2/1/24 Fri 2/2/24 Fri 2/16/24 Fri 2/16/24 Fri 3/8/24 Fri 3/15/24 Mon 5/6/24 Mon 5/6/24 Mon 5/3/24 Mon 10/7/24 Tue 6/6/23 Mon 4/3/23 Tue 12/10/24 Tue 4/4/23 Tue 12/10/24 Tue 12/10/24 Wed 6/28/23 Thu 12/14/23 Mon 11/20/23 Tue 6/27/23 Mon 5/8/23 Mon 11/20/23 Mon 10/9/23 Mon 7/31/23 Tue 5/30/23 Tue 5/30/23 Mon 6/5/23 Fri 3/15/24 Tue 10/3/23 Mon 8/28/23 Mon 9/11/23 Tue 9/12/23 Tue 10/3/23 Wed 12/13/23 Tue 11/14/23 Tue 11/28/23 Wed 11/29/23 Wed 12/13/23 Thu 2/15/24 Wed 1/24/24 Wed 1/31/24 Thu 2/1/24 Thu 2/15/24 Thu 3/7/24 Thu 3/7/24 Thu 3/14/24 Fri 3/15/24 Fri 10/18/24 Fri 5/31/24 Fri 10/4/24 Fri 10/18/24 Mon 7/31/23 1 1 1 31 32 3 1 39 39 33 3 3 33 39 42 43 44 45 45 47 48 49 so 50 52 53 54 55 55 57 58 61 62 39 2 3 4 r L 1 A 15 1 5 27 28 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 Project: Santa Ana On -Call Eng Date: Mon 3/13/23 � Task Summary Split ........ Project Summary Milestone Inactive Task r --------- Inactive Milestone 1 Inactive Summary Manual Task Duration -only I Stan -only E External Milestone Manual Progress Manual Summary Rollup Finish -only Deadline + Manual Summary EAernal Tasks Progress Page 1 Original Proposal For Rfip No. 23-030 On -Call Engineering Services ALTA PLANNING + DESIGN, INC. Certifications Appendix ATTACHMENT 3-1: NON -COLLUSION AFFIDAVIT CERTIFICATIONS NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER hasnot directly or ]Indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspir4 connived or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BH)DF.R has not in any inanner, directly or indirectly, sought by agreement, conununication, or conference with anyone to fix the bid price of the BIDDER or any BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, 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 bid are true; and, ftirtheT, that the BIDDER has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged infori-nation 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 eMcruate a collusive or sham bid. Note: The above Non -collusion Affidavit is part of the Proposal. Signing this Proposal on the signature portion thereof shall also constitute signature of this Non -collusion Affidavit. BIDDERS are cautioned that makinyp false certification may subject the certifier to criminal prosecution. Signed State of eathftirnja Countyof (&1%Al+yl. 61 Subscribed and swom to (or affirmed) before me on this ?_r11 day of MItL11, 200 by proved to me on the basis of satisfactory evidence to be the person(s) who appeared before nw. Nota Public ignatme OFMOIAL STAMP IN" 00 NOTARY PWWre - OROS" COMM1661PIN NO. 10201-0 ss" EXPIM NOV11MIKK 91 1 XX Notary Public Seal City of Santa Ana RFP Page A3-1 ALTA PLANNING + DESIGN, INC. Proposal for RFP No. 23-030 On -Call Engineering Services Appendix ATTACHMENT 3-2: NON -LOBBYING CERTIFICATION CERTIFICATIONS Th c prospecti v e part icipant vorti 5J es. by s i gn�i ng a nd subrnitting: thi q bid Or PTOPD&a 1, 10 Ift C, bust a f his, or tier knowledge and belief, that. - I . No fiederal appropriated funck have been pa id or wi�l I be pai d, by or on bebal f of the undeTsi gr ed, to any penon foT in 0 uanc i ng. or atlemp ting to infl ucncc an o ffj cer or emp loyce o C any fe deTal agen cy, a M ember Of COngreSS, all D ffi cer or employee of Congress, or an emp I oycc of a Member of Congress in connecti on with die awarding u f any fcdcral c ontract, the making of any federal grant, the making ofany federal loan. the entering into ofany cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any fedcra I contnct, grant, loan, or cnaperati ve agreement. 2. 1 f any fu it ds other than federa I appropriated funds have been pai d or wi I I be pa id lo any person for i nil uvncing or attempti rig to i ftfi uence any o fficer or enip I oyec 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 thi s federal cc n1ract, gran I loan, loan or c ooperative agreement, the undersi gired shall COMPIeW and submit a "Disclosaic of Lobbying Activitics7. This certification is a material representation of fiici upon which reliance was placed when this transaction was Litade or entered. i nto- Submi ssion of th is ccili fic ati on i s a prercquis ite for mak i ng or enteri ng. into th is transac ti on i rnposed by Section 13 52, Title 3 1 � U. S. Code. Any perion who fails to fi It the required certification shall be subject to a civil penalty o f not less than $10,000 an d not more than $ I 00'a DO for ca ch s uch fai lure . The prnspecti ve participa tit also agrees by s ubmi tti n g his or her bid or proposal that he or she shall rrq ui re that the language o F thi s cert i fication be included i n al I I ower tier s u bcontTacts, whi cli exceed $ 100, 000 and th at all siieh sub recipients shall certify and discloge accordingly. Finn Alta Planning + Design, Inc. Signed ind Printed Name: Title Chief Operations Officer DaLe-March 14, 2023 Steve Frieson City of Santa Ana RIFP Page A3-2 Original Proposal For Rfp No. 23-030 On -Call Engineering Services ALTA PLANNING + DESIGN, INC. Appendix ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION CERTMCATIONS The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: 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 affirinative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer, recruitment or recruitment advertising, layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4� The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. 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. 7. 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 City of Santa An@ RFP Page A3-3 ALTA PLANNING + DESIGN, INC. Proposal for RFP No. 23-030 On -Call Engineering Services by rules, regtdatiuns, or orders of the Secretary of Labor issued pursuant to Section 204 of Exccutive Order 11246 of September 24, 1965, so that such provisions will be binding upon each SUbcontract or purchase order as the administening agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in thc event the Consultant becomes involved in, or is thrcatencd with, litigation with a sub -consultant 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 thc interests of the United States. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats, 1939, and as amended, No discrimination shall be madc in the criaplaymcnt of persons upon p0lic 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 Cbapter. Signed: Title-, Chief Operations Officer Firm: Alta Planning + Design, Inc. Date: March 14, 2023 Steve Frieson City of Santa Ana RFP Page A34 Original Proposal For Rfp No. 23-030 On -Call Engineering Services ALTA PLANNING + DESIGN, INC. EXHIBIT C COMPENSATION Consultant's Fee Proposal including hourly rates if applicable TIM Fee Proposal Fee Proposal Alla Planning + Design alta 2023 - 2024 BIffing Rates Labor Category Rate General Classifications Labor Category 1 $380 Executive Principal Labor Category 2 $350 Executive Principal Labor Category 3 $320 Principal, Executive Principal Labor Category 4 $290 Principal, Executive Principal Labor Category 5 $270 Sr. Associate, Principal, Executive Principal Labor Category 6 $250 Sr. Associate, Principal Labor Category 7 $230 Leader, Sr. Associate, Principal Labor Category 8 $210 Associate 11, Sr. Associate, Director, Principal Labor Category 9 $195 Associate 1, Associate 11, Sr. Associate Labor Category 10 $180 Level 111, Associate 1, Associate 11, Sr. Associate Labor Category 11 $165 Level 111, Associate 1, Associate 11 Labor Category 12 $150 Level 111, Associate 1, Associate 11 Labor Category 13 $140 Level 11, Level 111, Associate I Labor Category 14 $130 Level 1, Level 11, Level III Labor Category 15 $120 Level 1, Level 11, Level III Labor Category 16 $110 Administration Labor Category 17 $90 Intern Rates are presented in US Dollars (US$) and are subject to change at any time. Subconsultants and reimbursable expenses will be charged at cost + 10% markup. Mileage will be charged at the provisional standard rate. In-house reproductions will be charged as follows: Color copies $0.65/ page Black and white copies $0.20/page 24" x 36" large format plot $1 7.50/sheet 36" x 48" large format plot $32.50/sheet ALTA PLANNING + DESIGN, INC. Proposal for RFP No. 23-030 On -Call Engineering Services Alla Planning + Design alta 2024 - 2025 Billing Ra te5 Labor Category Rate General Classifications Labor Category 1 $395.20 Executive Principal Labor Category 2 $364.00 Executive Principal Labor Category 3 $332.80 Principal, Executive Principal Labor Category 4 $301.60 Principal, Executive Principal Labor Category 5 $280.80 Sr. Associate, Principal, Executive Principal Labor Category 6 $260.00 Sr. Associate, Principal Labor Category 7 $239.2o Leader, Sr. Associate, Principal Labor Category 8 $218.40 Associate 11, Sr. Associate, Director, Principal Labor Category 9 $202.go Associate 1, Associate 11, Sr. Associate Labor Category 10 $187.20 Level 111, Associate 1, Associate 11, Sr. Associate Labor Category 11 $171.6o Level 111, Associate 1, Associate 11 Labor Category 12 $156.00 Level 111, Associate 1, Associate 11 Labor Category 13 $145.6o Level 11, Level 111, Associate I Labor Category 14 $135.20 Level 1, Level 11, Level III Labor Category 15 $124.go Level 1, Level 11, Level III Labor Category 16 $114.40 Administration Labor Category 17 $93.60 Intern Rates are presented in US Dollars (US$) Subconsultants and reimbursable expenses will be charged at cost + 10% markup. Mileage will be charged at the provisional standard rate. In-house reproductions will be charged as follows: Color copies $0.65/ page Black and white copies $0.20/page 24" x 36" large format plot $1 7.50/sheet 36" x 48" large format plot $32.50/sheet Alla Planning + Design alta 2025 - 2026 Billing Ra te5 Labor Category Rate General Classifications Labor Category 1 $411.01 Executive Principal Labor Category 2 $378.56 Executive Principal Labor Category 3 $346.11 Principal, Executive Principal Labor Category 4 $313.66 Principal, Executive Principal Labor Category 5 $292.03 Sr. Associate, Principal, Executive Principal Labor Category 6 $270.40 Sr. Associate, Principal Labor Category 7 $248.77 Leader, Sr. Associate, Principal Labor Category 8 $227.14 Associate 11, Sr. Associate, Director, Principal Labor Category 9 $210.91 Associate 1, Associate 11, Sr. Associate Labor Category 10 $194.69 Level 111, Associate 1, Associate 11, Sr. Associate Labor Category 11 $178.46 Level 111, Associate 1, Associate 11 Labor Category 12 $162.24 Level 111, Associate 1, Associate 11 Labor Category 13 $151.42 Level 11, Level 111, Associate I Labor Category 14 $140.61 Level 1, Level 11, Level III Labor Category 15 $129.79 Level 1, Level 11, Level III Labor Category 16 $118.98 Administration Labor Category 17 $97.34 Intern Rates are presented in US Dollars (US$) Subconsultants and reimbursable expenses will be charged at cost + 10% markup. Mileage will be charged at the provisional standard rate. In-house reproductions will be charged as follows: Color copies $0.65/ page Black and white copies $0.20/page 24" x 36" large format plot $1 7.50/sheet 36" x 48" large format plot $32.50/sheet EXHIBIT 15 CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND KPFF CONSULTING ENGINEERS FOR ON -CALL ENGINEERING SERVICES THIS AGREEMENT is made and entered into on this 16th day of May, 2023 by and between KPFF Consulting Engineers ("Consultant"), and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City"). RECITALS A. On February 21, 2023 the City issued a Request for Proposal No. 23-030, by which it desired to retain a Consultant having special skill and knowledge in the field of - Professional Engineering Services on an on -call basis for the City's Public Works Agency. B. Consultant submitted a responsive proposal that was among those selected by the city. Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 23-030. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform the services that were described in the scope of work included in the RFP No. 23-030, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in "Scope of Services - Exhibit A", attached hereto and incorporated by reference, and as further described in Consultant's Proposal, attached hereto an incorporated herein by this reference as "Consultant's Proposal - Exhibit B". 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant's Fee Proposal, which is attached hereto and fully incorporated herein by this reference as "Compensation - Exhibit C". Consultant is one of fifteen (15) separate consultants selected to provide services on an on -call basis under RFP 23-030. The total compensation for services provided by all consultants selected under RFP 23-030 shall not exceed the shared aggregate amount of $5,000,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. Page 1 of 10 b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. Notwithstanding any contrary terms contained within Consultant's Fee Proposal, Consultant's fees shall not exceed 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws. 3. TERM This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to a one, two-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent Consultant and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. Page 2 of 10 6. INSURANCE Consultant 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 Consultant, its agents, representatives, employees or subcontractors. a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section. b. Insurance coverage shall be at least as broad as: (i) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit 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. (ii) Automobile Liability: Insurance Services Office Form Number CA 000 1 covering, Code I (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage. (iii) Workers' Compensation insurance 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. (iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. (v) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. d. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions: Page 3 of 10 (1) Additional Insured 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 Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary 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 Consultant's insurance and shall not contribute with it. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. 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. (v) Self -Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. 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. (vi) Acceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than ANII, unless otherwise acceptable to the City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims -made basis: The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. Page 4 of 10 Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. 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 Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work. (viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix) Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors. (x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by Page 5 of 10 reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own infonnation of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct Page 6 of 10 or indirect, which would conflict in any manner with performance of services specified under this Agreement. 12. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. Page 7 of 10 b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Jennifer L. Hall Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 Page 8 of 10 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 Fax: To Consultant: All Khamsi Principal KPFF Consulting Engineers 140 Newport Center Drive, Suite 100 Newport Beach, CA 92660 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signatures on following page] Page 9 of 10 SIGNATURE PAGE FOR CONSULTANT AGREEMENT BETWEEN CITY OF SANTA ANA AND KPFF CONSULTING ENGINEERS FOR ON -CALL ENGINEERING SERVICES IN WITNESS WHEREOF, 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. CARVALHO City Attorney Assistant City Attorney RECOMMENDED FOR APPROVAL: NABIL SABA Executive Director Public Works Agency CITY OF SANTA ANA KRISTINE RIDGE City Manager CONSULTANT: ALI KHAMSI Principal Page 10 of 10 EXHIBIT A SCOPE OF SERVICES Appendix ATTACHMENT I SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR ON -CALL ENGINEERING SERVICES RFP NO. 23-030 INTRODUCTION/BACKGROUND The City of Santa Ana intends to retain Civil Engineering Consultants on an as -needed or "on -call" basis. A Professional Services Agreement will be entered into with several of the qualified firms Civil Engineering consultant(s) to provide professional services for a variety of projects on an on -call basis. On an on -call, as -needed basis, the selected firm(s) may later be asked to provide professional engineering services proposals on specific, proj ect-by-proj ect basis, based on an agreed -upon specific scope of services and fees. In general, work consists of general engineering design projects. Funding sources for each project may vary for each project/task order assignment shall comply with the funding agency's requirements. The projects may include water and sewer infrastructure design and rehabilitation improvements, storm drain improvements; sidewalks, bike paths, curb and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, traffic signal modifications; landscaping and irrigation systems; park and recreational design, grant application writing, and other related projects as required. On occasion, environmental and planning support services may also be requested. The City may need consultant services for mapping and legal description preparation, construction management, staking and inspection. Occasionally the City may also need gootechnical, electrical, mechanical, structural, and other specific infrastructure related services. The consultant shall be able to assist the City through this contract to provide the necessary services. The consultant shall utilize in-house staff and/or sub -consultants to complete the assignments to meet the City standards. For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. Prime consultant mark-ups for sub -consultant work will not be allowed, All proposals, plans, drawings, specifications, estimates, grant applications, and/or studies will be subject to the final approval and satisfaction of the City of Santa Ana. City of Santa Ana RFP 23-030 Page Al-1 Scope of Services The work consists of general engineering design and cost estimating for civil works projects, City facilities, Parks and other related projects as required, The work in general, consists of work in the following areas and not limited to: Civil- Design Transportation/Traffic Structural Geotechnical Land Surveying Architectural Landscape Architectural and Irrigation Environmental Electrical Mechanical Instrumentation and Control Systems Fire Protection Land Surveying Financial and Economic Consulting Engineering In addition to general engineering design projects Consultants may be asked to perform the following tasks: Hydraulic modeling of the water distribution, storm water, and sewer collection systems Evaluations, studies and recommendations related to water wells, reservoirs, water treatment systems, disinfection systems, pressure control systems, and sewage lift stations, Electrical and industrial control systems evaluations, studies, drawings, documentation and recommendations Mapping Services Legal Description Preparations Grant Writing- Services Environmental/Planning Support Construction Management Support Pavement Management Special Engineering Studies/Reports/Compliance and Investigations Regulatory Compliance with Federal and State and Local Agencies Financial/cash flow analysis- public works programs Assessment and District Formation Services Sustainable Infrastructure Services Right of Way Studies If there are any exceptions to the core of requested services, proposers shall list said exceptions in their proposal (matrix form). City of Santa Ana RFP 23-030 Page A1-2 For specialized work for which the prime consultant shall require a sub -consultant, the prime consultant shall serve as an administrative liaison between the City and the sub -consultant. The selected consultants must have the expertise, experience, and demonstrated resources available to perform the work described in this RFP. General Requirements and Project Deliverables The Consultant's services for plans specifications and estimating (PS&E) for engineering project preparation and special studies/investigations shall include and in be in conformance with the latest editions of the following: Title 24 of the California Code of Regulations (California Building Standards Code). American Water Works Association, California Department of Transportation, the Americans with Disabilities Act, the City of Santa Ana Municipal Code (SAMC), professional Standards established by the City, and or federal, state and local guidelines established in the project. As part of the preparation of the PS&E, the consultant shall prepare the special provisions pertaining to the items of work included in the plans that are not addressed on the latest editions of the applicable standards. The Consultant shall have complete responsibility for the accuracy and completeness of all documents and plans prepared. The plans will be reviewed by the City of Santa Ana for conformity with the requirements of the Agreement. Reviews by the City of Santa Ana do NOT include detailed review or checking of design or the accuracy with which such designs are depicted in the documents and the plans. The documents and plans furnished under the Agreement shall be of a quality acceptable to the City of Santa Ana. The criteria for acceptance shall be a product of neat appearance, well organized, technically and grammatically correct, checked, and dated and having the maker and checker identified. The Consultant shall have project management control procedures in effect during the entire time work is being performed under the Agreement. This task shall include the following: Project Management Plan — the consultant shall provide a detailed management plan including information and coordination with other agencies to ensure compliance and completion of the (PS&E) packages. This plan shall include all milestones and task breakdown for each of the tasks and subtasks included therein. The project management shall be submitted to the Project Manager for review and within 15 calendar days of the issued Notice to Proceed Deliverables Quality Control/Quality Assurance (QA/QC) Plan Project Schedule/invoicing Project Correspondence In case of conflict, ambiguities, discrepancies, errors, or omissions, the consultant shall submit the matter to the City for clarification. City of Santa Ana RFP 23-030 Page A1-3 The Consultant shall perform engineering design services resulting in contract documents (plans, specifications and cost estimates "PS&E") for various projects on an as -needed basis. However, work tasks may include studies or a variety of engineering tasks. If requested by the City, the Consultant shall provide a Work Plan which includes a detailed schedule of the assigned project prior to the issuance of Notice to Proceed and/or Task Order. Specific Task Orders with Notices to Proceed ("NTPs") will be provided for project(s) at the discretion of the City. Work required per Task Order shall comply with the Scope of Services and additional provisions in each Task Order and this agreement. The following services/items shall include, but are not be limited to: 1. Research existing records of utility companies and agencies and coordinate the proposed improvements with existing field conditions, 2. Conduct an environmental assessment for each project and prepare all documentation required to comply with California Environmental Quality Act (CEQA), and or National Environmental Protection Act (N-EPA). (If required) 3. Provide all field survey and topographic work necessary to complete the design effort. Design level survey and base mapping of the project site shall be prepared in US Customary English units by a California licensed Land Surveyor in accordance with the City guidelines and in Microstation V8i Computer Aided Design and Drafting (CADD) format. The horizontal datum shall be NAD 83 and the vertical datum shall be NAVD 88. All survey field notes shall be on forms provided by the City, shall be neatly completed in pencil, and shall become property of the City upon completion of the project. Informal field investigations including marking of removal areas may be required for some of the sidewalk, curb and gutter, and pavement replacement projects. 4. Complete the design of projects including plans, specifications, and engineer's construction cost estimate. The Consultant shall contact manufacturers and/or contractors to verify the engineer's estimate prior to submitting to the City. Specifications shall be prepared in Microsoft Word and an electronic copy of the final version shall be furnished to the City. The City will provide the specification boiler plate to the Consultant. 5. If requested, all preliminary and bid sets of plans shall be plotted on bond or velum paper using Microstation V8i CADD software program. All drawings shall be completed per the City of Santa Ana CADD Standards and any special provisions thereof. For interim submittals, the City may opt to receive only PDF versions of the plans for reviewing purposes. If so, the Consultant team will provide plans and/or specifications accordingly. 6. All original plan sheets, the title sheet of the specifications, calculations, and reports shall be signed and stamped by the Consultant's licensed professional engineer responsible/in-charge of the project. City of Santa Ana RFP 23-030 Page Al -4 7. If a part of the on -call project scope, the Consultant shall provide support services during the bidding and construction phases of the project, including, but not limited to: a. Respond to bidder inquiries during the bidding process, including preparation of any addenda. Following award of the construction contract, the Consultant shall attend the pre -construction meeting. b. Review and approve all submittals and shop plan drawings required supporting the construction contract. The Consultant shall complete shop drawings reviews within two (2) weeks of receipt. Contract Change Order reviews shall be completed within two (2) working days of receipt. c. Respond to written Requests for Information (RFI) to provide clarification or resolve discrepancies in the contract documents. Responses shall be completed within three (3) working days. d. Provide periodic field reviews and bring to the attention of the City of Santa Ana any defects or deficiencies in the work by the construction contractor which the Consultant may observe. The Consultant shall have no authority to issue instruction on behalf of the City of Santa Ana, or to deputize another to do so. 8. If included in the on -call project scope, upon completion of construction, the Consultant shall prepare as -built plans and submit them to the City. The Consultant shall incorporate all changes to the plans electronically with all necessary revision notations. Once plans have been updated, a signed set of as -built plans shall be submitted to the City with an electronic copy (in Microstation V8i CADD and pdf formats) of the final as -built drawings via CD ore - mail. 9. The Consultant shall monitor the project progress, maintain project files, and control the quality of the work performed by in-house staff and/or sub -consultants. Incomplete (not meeting targeted completion) or poor quality work will not be accepted. The Consultant shall ' revise the documents within a revised schedule set by the City, which may require overtime. No additional compensation necessary for the consultant to complete this work to the satisfaction of the City shall be approved by the City for the required revisions. It is the responsibility of the Consultant to produce a professional -level quality of work product. 10, If included in the on -call project scope, attend meetings with the City staff as required 11. If included in the on -call project scope, the Consultant shall coordinate plan check, design topics, permits and any other issues with the City, other Agencies, and all utility companies as required. At the direction of the City, the Consultant shall be the liaison with affected agencies. 12. If included in the on -call project scope, the Consultant shall be responsible for reviewing and approving addenda and clarifications to plans and specifications. All information regarding the plans and specifications and or documentation related to the project and approved by the City, will then become property of the City. City of Santa Ana RFP 23-030 Page A1-5 A more detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. All tasks orders shall include the staff title, hours, hourly rate and totals as related to the project. Construction Plans, Standard Specifications and Estimate (PS&E) Preliminary Design - Attend project scope meeting with City Staff to review project details. Consultant shall field review, inspect and conduct all necessary surveys to prepare a Preliminary Design Report (PDR) or alternatives, preliminary cost estimate and preferred alternative as requested by the project manager. A (PS&E) package shall be submitted to review at 30% design for independent City review A (PS&E) package shall be submitted to review at 60% design for independent City review A (PS&E) package shall be submitted to review at for FINAL independent design review. The City will review and comment on the PS&E packages with a turnaround goal of (2) weeks. One (1) copy of the documents with comments will be returned to the consultant. Unless, several agencies are involved in the review process multiple documents with comments will be provided to the consultant. After the final design comments have been incorporated the consultant shall provide the City with final (PS&E) package ready forbid. See Section - General Requirements and Project Deliverables Section. Proiect Schedule and Progress: Progress review meetings shall be held at intervals deemed appropriate by the City. The Consultant shall furnish two copies of all completed work or partially completed update/status since the last progress review meeting. Progress reports shall be submitted monthly in electronic format indicating achievements and project schedule progress. Ci1y Responsibilities: The City will provide information 'in its possession relevant to the preparation of the required information in the RFP. The City will provide only the staff assistance and the documentation specifically in referred to herein. a Furnish scope of work and provide general direction as needed for the assigned project a All plan check coordination within the City a Advertise, award, and administer of construction contract 0 Electronic files (sample plans & specifications, City of Santa Ana's CADD Standards) 0 Electronic files for title sheets and sheet borders a Facilitate meeting space and coordination and City facilities City of Santa Ana RFP 23-030 Page A1-6 Fee Pronosal: In addition to Section W.B.3 (Submittal Requirements: Fee Proposal) fee schedule shall be structured as follows: The fee proposal shall include the firm's standard hourly fee schedule, and/or project fee schedule where applicable and as outlined in this this documents. A list of all positions and hourly rates required to perform the services described herein shall remain valid for one (1) full calendar year following contract execution. Subsequent rates shall be renegotiated between the firm and the City. Amore detailed scope of work will be provided when/if a specific project or Task Order proposal is requested of a consultant. Other Ternis and Conditions: 1. The project will be implemented in compliance with the City of Santa Ana's policies, as well as Prevailing Wages and State/Federal Requirements. 2. The City regards the inclusion of California based designs, engineering, and construction professionals, facilities, and services as part of the Team to be highly desirable, but not mandatory. 3. The City reserves the right to amend this Request for Proposal by addendum prior to the final dates of submission. 4. All reports, proposals, or other data or materials which are submitted shall become the sole property of the City of Santa Ana with the exception of the confidential Financial Capacity information and scaled fee proposals which will be returned to all proposers after award of contract to the selected Team 5. All products used or developed in the execution of any contract resulting from this request will remain in the public domain at the completion of this project. 6. The City has an affirmative action program, The purpose of the affirmative action program is to encourage certified minority business enterprises and women business enterprises. All submitting firms must have established affirmative action programs approvable by the City. During the RFP stage, all firms will need to complete a "Certification of Non -Discrimination by Contractors" for each firm on their team. City of Santa Ana RFP 23-030 Page AIJ EXHIBIT B CONSULTANT'S PROPOSAL Santa Ana Design of the On -Cal Engineering Services Proposal # 23-030 Public Works Agency; M-36 20 Civic Center Plaza; Ross Annex Santa Ana, CA 92701 Civil Engineering Services Proposal for the City of Santa Ana March 14, 2023 This proposal is submitted in response to Request for Proposals by the city of Santa Ana Ali Kharnsi - Principal 949.478.8800 - ali.kharnsi@kpfEcorn Santa Ana Council Chambers New Exterior ADA Ramp, Santa Ana, CA Table of Contents 1. Statement of Qualifications a. Cover Letter b. Firm and Team Experience c. Understanding of Need d. References 2. Scope of Services 3. Certifications March 14, 2023 Attn: Mr. Sean Thomas, Project Manager City of Santa Ana Public Works Department 20 Civic Center Plaza Santa Ana, CA 92701 Request for Qualifications for On -Call Engineering Services Dear Mr. Thomas: KPFF is pleased to present the following design services proposal to the City of Santa Ana in response to the Capital Improvements On -Call Engineering services RFP (No. 23-030). Assisting the City of Santa Ana with timely and competent services is important to KPFF. We have been fortunate enough to take part in past and present services with the City, such as previous on -call services (contract A-2015-175) and our current involvement with the Santa Ana library improvements project. KPFF will provide project management, civil engineering, structural engineering, surveying, and construction support services. For other disciplines, KPFF has teamed with premier consultants in the industry: LLG (transportation engineer), Leighton (geotechnical), Dewberry (architectural), BrightView (landscape and irrigation), FirstCarbon Solutions (environmental), MEPCal (electrical, mechanical, instrumentation systems), Woden (fire protection) and Cumming (financial consulting engineering). We have selected our subconsultants not only for their expertise in their respective disciplines but also due to their working experience with our firm. Ali Khamsi will be the Management Contact and Grant Kai will be the Project Manager for this contract. The contract will be managed through the KPFF OC office, located at 140 Newport Center Drive, Suite 100, Newport Beach, CA 92660. We assure that our key personnel will be assigned to the project for its entire duration and will not be removed or replaced by KPFF without concurrence from the City of Santa Ana. Every member of our proposed team is available to be committed to the projects assigned to us beginning the start date. KPFF is in concurrence with the provisions contained in the Standard Agreement that was included as Attachment 2 in this RFP package. We appreciate the opportunity to provide our services and look forward to continuing our working relationship with the City of Santa Ana. Should you have any questions, please feel free to contact us. Sincerely, Ali Khamsi, P.E. Principal 140 Newport Center Drive, Suite 100 Newport Beach, CA 92660 T: (949) 478-8800 E: ali.khamsi@kpff.com Grant Kai, E. Associate 140 Newport Center Drive, Suite 100 Newport Beach, CA 92660 T: (949) 478-8800 E: grant.kai@kpff.com r0 ig KPFF Consulting Engineers Firm Profile Founded in 1960, KPFF Consulting Engineers is one of the largest civil and structural engineering firms on the West Coast. We successfully leverage the resources of our firm while maintaining the personal contact we view as essential. With over 1,300 employees nationwide, our 19 offices are located across the United States, spanning from coast to coast. Civil Engineering KPFF provides civil engineering services for a wide variety of project types, namely healthcare, civic, commercial, automotive facilities, transportation (roadways, rail, water & air), regional, community & sports parks, retail, hospitality, military, K-12, higher education, recreational facilities, and theme parks. The scope of civil engineering services may include due diligence (site assessment) study, master planning, infrastructure study & design, entitlement, grading & drainage design, hydrology study, implementation of storm water quality & quantity, SWPPP (QSP & QSD), site accessibility (ADA) study & upgrades, sustainability (LEED) design, parking lots and trails. In addition, our civil engineering group serves as a prime consultant to private and government clients for management and design of private, transportation, airports, waterfront, site improvements and major utility projects. Our project size ranges from few thousand square feet to several hundred acres. Structural Engineering KPFF provides structural engineering services on a wide variety of project types and sizes utilizing the building materials suitable for that project. Project types include low-, mid-, and high-rise structures, corporate headquarters buildings; residential and retail facilities; industrial, educational (K-12 and higher ed.), health care, high-tech facilities, performing arts theaters, golf club houses, auto dealerships, government facilities, structural evaluations and upgrades, bridges, and waterfront structures. Our engineers customize the building materials and technologies to each project, whether it be steel, concrete, wood, masonry, base isolation, viscous damping, or non -linear seismic analysis. Other structural services include the analysis of special structures for vibration, heavy loads and response to wind, wave, seismic, and other dynamic forces, and design for building cladding systems. Surveying KPFF's surveying team provides full -service land surveying and mapping for projects of all sizes throughout Southern California to engineers, developers, architects, contractors, individuals, title companies, mortgage companies and government agencies. Core competences include: Construction staking, ALTA land title survey, Boundary- topographic and aerial surveys, Condominium plans, Vertical airspace maps, Parcel Maps - tract maps and legal descriptions, Laser scanning services. Agreement Statement KPFF is in conformance with the provisions contained in the Agreement attached in the RFP as Attachment 2 in the Appendix. Willingness to Comply with Agreement Terms: KPFF takes no exceptions to the sample master service agreement included in the RFP. Kim Preap, P.F. Senior Transportation Engineer - Leighton Geotechnical Carl Kim, P.E., GE Senior Principal Engineer Architecturat him Curtis Lockwood, AIA Architect F- kL ....".,Umming Economic Consuffini Alan Campbell, MRICS, NEBOSH Principal Jerico Farfan Principal Pedro Quijas, P.L.A. Associate Lead Fi rslWarbo n Environmental Cecilia K. So Senior Environmental Project Manager fliF-P L;ar-- Electrical & L J Ali Safaian, MSEE, PE Principal Ramiro Aguirre, PE Principal Woden Andrew Thu[, P.E. Principal ITff As Principal -in -Charge, Mr. Khamsi will be responsible for supervising the activities of civil engineering personnel. Mr. Khamsi will also be responsible for client contact, establishment of fees and schedules, project design, production, quality assurance, overall project coordination and construction administration. Mr. Khamsi has been with KPFF for 24 years and has more than 29 years of experience in civil engineering. Education B.S., Civil Engineering, University Santa Ana Councel Chambers New Exterior ADA Ramp I Santa of Waterloo Ana CA Principal- I n-Charge. As part of KPFF's previous on -call service Registration agreement with the City of Santa Ana (A-2015-175), KPFF provided Civil Engineer: CA #C74768 engineering and architectural services for the design and construction CO, NV, AZ, NM, TX, WA, of two new exterior ADA ramps at the City of Santa Ana Council Chambers. There were several feet of elevation difference between Ontario, Canada, British the street and the building entrance so the ramps required multiple Columbia, Alberta, Canada switchbacks as part of the design. Santa Ana Homeless Shelter I Santa Ana, CA Certified QSD/QSP #00130 Principal- I n-Charge. The project consisted of the renovation of an Cal OES Safety Assessment existing industrial manufacturing facility in to a 200-bed homeless Evaluator #82003 shelter. The site improvements included construction of an enclosed outdoor areas, ADA parking improvements, regrading of the existing Affiliations driveway. The enclosed outdoor area consisted of playground, 1313Q DBIA TI Certification area, dug run and kennel, outdoor locker area, basketball court, and smoking area LAX Economy Parking, ITIF West I Los Angeles, CA Principal- I n-Charge. KPFF provided civil engineering services for the LAX Economy Parking project (ITF-West) completed in 2022. Located between Westchester Parkway and 96th Street, ITF-West improves vehicle flow through LAX by providing a new passenger drop-off and pick-up destination as well as much -needed parking capacity for LAX guests. This project included a $250M 5-level, 4,700 Parking Stalls, 25,000-SF Security Badging Office, a "Meeter-Greeter" drop-off zone and 5,000-SF Concessions area. City of Santa Ana Public Works Agency Santa Ana On -Call Engineering Services kPff 1q:yff Education B.S., Civil Engineering, University of California, Los Angeles As a Project Manager with KPFF, Mr. Kai is responsible for supervising the activities of civil engineering personnel. Mr. Kai is responsible for client contact, establishment of fees and schedules, project design and production, overall project coordination and construction administration. Mr. Kai has been with KPFF for over 7 years and has over 20 years of experience in civil engineering. Mr. Kai has been involved in the design of several major projects, many of which have involved critical facilities that require sophisticated engineering design, and considerable client/ user coordination and communications. Registration Santa Ana Library Renovation I Santa Ana, CA Civil Engineer: CA #C73252 Project Manager. KPFF is currently providing civil and structural engineering services for the design and construction of the Santa Ana Certified QSD/QSP #20166 library renovations. As currently proposed, the improvements include Certified LEED AP numerous tenant improvements and modernization to various program spaces within the existing library building, along with exterior upgrades to the north and south entrances, new layout for the easterly courtyard, in addition to new parking stalls, book mobile parking area and vehicular turnaround. LAX Economy Parking, ITF West I Los Angeles, CA Project Manager. KPFF provided civil engineering services for the LAX Economy Parking project (ITF-West) completed in 2022. Located between Westchester Parkway and 96th Street, ITF-West improves vehicle flow through LAX by providing a new passenger drop-off and pick-up destination as well as much -needed parking capacity for LAX guests. This project included a $250M 5-level, 4,700 Parking Stalls, 25,000-SF Security Badging Office, a "Meeter-Greeter" drop-off zone and 5,000-SF Concessions area. Yorba Linda Library I Yorba Linda, CA Project Manager. KPFF provided civil and structural engineering services for the Yorba Linda Public Library, Arts and Community Center. The project cost was $28M consisting of a 50,000-SF two story library, 15,000-SF one story community center, and a 32,000-SF parking lot with 97 stalls. City of Santa Ana Public Works Agency Santo Ana On -Coll Engineering Services lqjff lqjff Education 13S, Civil Engineering, Texas Tech University, Lubbock Registration Structural Engineer: CA (3866) UT Civil Engineer: CA (44980) CO, HI, MN, NM, OR, TX, WA, &WI Affiliations As Managing Principal of the Irvine office, Mr. Thorpe is responsible for client contact, establishment of fees and schedules, supervision of engineering and drafting personnel, project design and production, overall project coordination, and construction administration. Mr. Thorpe has over 36 years of experience as a structural engineer and has been with KPFF for over 24 years. Mr. Thorpe has had experience with essential facilities projects that require significant coordination with clients, users, and other disciplines as well as sophisticated analysis and design. He has been involved in complex structural rehabilitation projects and new construction projects that require cost effective systems to respond to limited budgets. City of Santa Ana On -Call Constructibility Review I Santa Ana, CA Principal- I n-Charge. KPFF was on the City of Santa Ana Construcfibilify On -Call roster, which consisted of providing pre -design or design stage constructibility reviews necessary to complete the design effort according to project plans, special provisions, California Building Code, the Standard Specifications for Public Works Construction, and Caltrans Standard Specifications. Structural Engineers Association of California City of Santa Ana On -Call First Street Bridge Fire Damage Review American Society of Civil & Repairs I Santa Ana, CA Engineers Principal- I n-Charge. The project consisted of structural engineering associated with the review and selection of recommendations for American Institute Steel repairs to the First Street Bridge which was subjected to fire that caused Construction spalling of the concrete cover of the girders. Non-destructive and limited destructive testing of concrete cores was executed to determine the potential damage to the reinforcing. Repairs were established based on the testing and subsequent analysis. Orange County Public Works Child Support Services Santa Ana, CA Principal- I n-Charge. The project consisted of structural engineering services associated with a tenant improvement for an existing Public Works building, consisting of non -bearing partition support and anchorage, ceiling support and anchorage, and soffit support and anchorage. City of Santa Ana Public Works Agency Santa Ana On -Call Engineering Services 1qJff Santa Ana Library Renovation I Santa Ana, CA Owner: City of Santa Ana I Client: Group 4 Architecture, Research + Planning, Inc. Completed: Ongoing KPIFF is currently providing civil and structural engineering services for the design and construction of the Santa Ana library renovations. As currently proposed, the improvements include numerous tenant improvements and modernization to various program spaces within the existing library building, along with exterior upgrades to the north and south entrances, new layout for the easterly courtyard, in addition to new parking stalls, book mobile parkinq area and yetiicular turnaround, Santa Ana Homeless Shelter I Santa Ana, CA Owner: City of Santa Ana I Client: Dyer 18, LLC Completed: July 2022 The project consisted of the renovation of an existing industrial manufacturing facility in to a 200-bed homeless shelter. The site improvements included construction of an enclosed outdoor areas, ADA parking improvements, regrading of the existing driveway. The enclosed outdoor area consisted of playground, BBQ area, dug run and kennel, Santa Ana Council Chambers New Exterior ADA Ramp Santa Ana, CA Owner: City of Santa Ana I Client: City of Santa Ana Public Works Agency Completed: May 2019 As part of KPFF's previous on -call service agreement with the City of Santa Ana (A-2015-175), KPIFF provided engineering and architectural services for the design and construction of two new exterior ADA ramps at the City of Santa Ana Council Chambers. There were several feet of elevation difference between the street and the building entrance so the ramps requred multple swtcbbacks as part ot tne desqn Yorba Linda Public Library, Arts and Community Center Yorba Linda, CA Owner: City of Yorba Linda I Client: Group 4 Architecture Completed: July 2022 KPFF provided civil and structural engineering services for the Yorba Linda Public Library, Arts and Community Center. The project cost was $28M consisting of a 50,000-SF two story library, 15,000-SF one story community center, and a 32,000-SF parking lot with 97 stalls. LA Economy Parking, ITF West I Los Angeles, CA Owner: Los Angeles World Airports I Client: Swinerfon Builders Completed: July 2022 KPIFF provided civil engineering services for the LAX Economy Parking project (ITF-West) completed in 2022. Located between Westchester Parkway and 96th Street, ITF-Wesf improves vehicle flow through LAX by providing a new passenger drop-off and pick-up destination as well as much -needed parking capacity for LAX guests. This project included a $250M 5-level, 4,700 Parking Stalls, 25,000-SF Security Badging Office, a 11 1 88ppter-L2reptpr (Jr()P-Qtt ZQnP and Loncpssons area - City of Santa Ana Public Works Agency Santa Ana On -Call Engineering Services lqjff LAX Economy Parking, LAWA, ITF West Sub Consultants LLG Transportatioin /Traffic Leighton S4i Geotechnical Dewberry Architectural Brightview Landscape Architect & Irrigation First Carbon Environmental MEP Cal Electrical & Mechanical Woden Fire Protection STATEMENT OF QUALIFICATIONS FOR TRAFFIC ENGINEERING CONSULTING SERVICES FIRM BACKGROUND AND AREAS OF EXPERTISE Linscott, Law & Greenspan, Engineers (LLG), provides transportation planning, traffic engineering and parking consulting services. Since our founding in 1966, in excess of 10,000 engagements have been completed involving a wide variety of projects throughout the United States and Overseas, with the core of our practice in Southern California and Nevada. LLG's specialties include: Traffic impact analysis reports for CEQA Documents As -Needed On -Call Services Traffic Impact Analysis Reports Mobility Studies SB 743NMT Analyses General Plans and Specific Plans Pedestrian/Bicycle Planning Transportation Master Planning Multi -Modal Planning & Analyses Site Access and Circulation Preliminary/Conceptual Engineering Complete Streets Analyses Local Planning Group Presentation Road Safety Reviews Travel Demand Modeling Intelligent Transportation Systems (ITS) Traffic Signal Design Traffic Signing/Striping Design Construction Zone Traffic Control Plans Parking Design and Planning Traffic Planning and Operations Studies 2D & 3D Traffic Simulation Traffic Calming Shared Parking Demand Forecasting Integration of Alternative Modes Circulation Elements for General Plans and Specific Plans Roundabout Analysis and Design Congestion Management Program (CMP) Transportation Demand Management (TDM) Traffic Signal Warrant Studies Active Transportation Plans (ATP) Signal Timing Design and Support LLG's core capabilities are strongly aligned to the requirements of the traffic -related scope of work for the proposed Project as required by the City of Santa Ana. Our 50-year history has produced a resume of experience that goes beyond simple traffic studies, dealing instead with impact evaluation for environmental documents requiring extensive public review and hearing support, complex multimodal aspects, intricate access and circulation networks, expansive study areas with multi -jurisdictional forecasting requirements and impact criteria, a wide array of land use types and mixed -use development programs with unique tripmaking characteristics, and multi -phased projects, mitigation, and improvements. In addition to having detailed knowledge of widely accepted methodologies and techniques, LLG has extensive experience in operational planning/diagnostics/"troubleshooting"/creative applications, and, if necessary, fine tuning and expansion of established procedures. LLG is a well -respected firm of medium size, comprised of dedicated professionals who serve our clients on a wide variety of traffic and transportation issues. LLG Principals and Senior Staff are recognized experts in these practice areas and possess professional registration in Traffic Engineering, Civil Engineering, or both. Our diverse experience and expertise enable us to provide services to both public agencies and the private sector. Project organization is structured so that Principals and Senior Staff maintain direct involvement from project initiation to completion, ensuring a quality product that is clear, easily understood, and will support the City of San Juan Capistrano's needs and the public review process. Office locations include: Irvine, Pasadena, and San Diego. LINscoTT, LAw & GREENSPAN, engineers Education B.S. Civil Engineering University of California, Irvine Registration Professional Engineer CA Registration TR 2833 Affiliations Mr. Kim Preap is a licensed Traffic Engineer in the state of California. He earned his Bachelor of Science in Transportation Engineering from University of California, Irvine and has over 20 years of experience working on traffic engineering projects throughout the Southern California region. Mr. Preap has extensive experience in roadway operation system designs, CCTV, trunk line communication, among others. He has also performed various large scale projects for Caltrans. Mr. Preap has extensive experience in the design of traffic signals, street lighting, signing and striping, and traffic control plans, pedestrian accessibility upgrades and has succeeded in completing more than 90 traffic signal related designs. In addition, he provides "on -call" consulting services for the City of Dona Point and City of Long Beach in Southern California. Mr. Preap expertise in traffic engineering helps LLG continue its tradition of excellence in the region. ITE I ASCE I OCTEC Pomona Rincon Road at Socluel Canyon Parkway Plans, Specifications & Estimates (PS&E) Project I Chino Hills, CA Project Manager. Provideed Traffic Engineering services & PS&E plans for Rincon Mixed -Use Project located south of Soquel Canyon Parkway and west of Pomona Rincon Road. This project included the preparation of Signing and Striping Plans, Traffic Signal Modification Plan, and "As-Built/Record Drawing" Traffic Plans for the intersection of Pomona Rincon Road at Soquel Canyon Parkway. This project also required the preparation of Traffic Signal Timing Plans. The Santa Barbara Plans, Specifications & Estimates (PS&E) Chino Hills, CA Project Manager. Responsible for the preparation of Signing and Striping Plans, Traffic Signal Plan and as well as "As-Built/Record Drawing" Traffic Plans for the new intersection of Pomona Rincon Road at State Street. Traffic Signal Synchronization I Costa Mesa, CA Project Manager. Provided project oversight and design plan review of the proposed improvements along 19th Street. Worked closely with City staff to determine the most cost-effective improvements that would benefit the intersections. City of Santa Ana Public Works Agency Santa Ana On -Call Engineering Services imff fllv Lei g h ton Short Firm Bio Leighton Consulting, Inc. A Leighton Group Company Leighton Consulting, Inc. (Leighton) is an award -winning engineering firm recognized as a 2022 Top Design Firm by Engineering News -Record. For 62 years, Leighton has been an industry leader specializing in geotechnical, environmental, and materials testing & inspection services for public and private sector clients throughout Southern California. With a workforce of more than 180 professionals across nine offices throughout the region, Leighton's team of California - registered geotechnical engineers, civil engineers, professional geologists, and certified engineering geologists work in true partnership with clients to support the planning, design, and construction of thriving communities and engineered infrastructure. Additionally, Leighton operates three in-house geotechnical and materials testing laboratories accredited by Caltrans and AASHTO to perform standard Caltrans and ASTM test methods. We have provided geotechnical and environmental services on more than 100 projects within the City of Santa Ana, including projects within Centennial Park and Delhi Community Park and infrastructure projects such as the Bristol Street Corridor Widening and Bike Lane projects. f1l, Lei g hton Education ME, Civil and Environmental Engineering, MIT - 1997 BS, Civil Engineering, University of California, Berkley - 1993 Carl specializes in soil mechanics, forensic investigations, and geotechnical earthquake engineering. He has extensive experience in evaluation of geotechnical engineering design and failure analysis. He is an expert in seismic hazard analyses, non -linear analysis of structures using earthquake time histories, liquefaction evaluations, slope stability analyses, and foundation investigations. He has managed geotechnical investigations to provide recommendations for design as well as forensic investigations for litigation support. He has developed geotechnical recommendations for deep and shallow foundation systems, pavement design, remedial grading, shoring for deep excavations, and mitigation of expansive soils and landslides. Long Beach Airport Parking Structure I Long Beach, CA Registration Principal- I n-Cha rge. Mr. Kim provided technical oversight and Geotechnical Engineer: CA developed value -engineered foundation recommendations that enabled (2620) supporting the 5-level parking structure on spread footings instead of Civil Engineer: CA (58046) costlier pile foundations. CFR 1910.120 OSHA 40-Hour Westminster Police Station Parking Structure I Westminster, CA Training Principal- I n-Charge. Mr. Kim provided geotechnical services for the CFR 1910.120 OSHA 8-Hour City's new Police Department Parking structure. The four-story structure Refresher Training is located within a zone that is susceptible to liquefaction with a very Respirator Fit Test shallow historically high groundwater table. In addition, compressible clay was encountered below the site. Driven pre -cast concrete piles will support the proposed building. LA Live Parking Structure I Los Angeles, CA Staff Team. Developed and managed the geotechnical investigation and geotechnical engineering support program for design and construction of the 4-million square foot development adjoining STAPLES Center and the Los Angeles Convention Center that features entertainment venues, restaurants, retail commercial and residential spaces, television and radio broadcast studios, and concert spaces. Santa Monica Clock Tower Building I Santa Monica, CA Project Manager. Developed and managed the geotechnical consultation program for this seismic rehabilitation project, which included a geologic/seismic hazards evaluation, development of site - specific FEMA 356 BSE-1 and BSE-2 response spectra, and updated foundation design recommendations. City of Santa Ana Public Works Agency Santo Ana On -Coll Engineering Services lqjff Dewberry Dewberry is a leading professional services firm with a proven history of providing architecture, engineering and consulting services to a wide variety of public- and private -sector clients. Recognized for combining unsurpassed commitment to client service with deep subject matter expertise, Dewberry is dedicated to solving clients' most complex challenges and transforming their communities. Established in 1956, Dewberry is still a family -owned professional services firm, with more than 55 locations and 2,000 professionals nationwide. Dewberry strives to provide innovation and design excellence on every project they undertake, and pride themselves on their ability to help clients problem -solve to implement their own unique vision. As a firm, Dewberry's architectural and engineering practice has earned over 500 design awards on national, regional, and local levels, and continues to work today to remain on the leading edge of architectural and interior design in all of their market sectors. Offering a complete range of services to clients from feasibility studies to construction administration and from programming to cost estimating, they have developed a reputation for reliability and full -service design solutions. It is their mission to improve the quality of life in the communities in which they live and work through their projects. EXPERIENCE ON PUBLIC PROJECTS Having worked for 60 years for municipalities, counties, state and federal government, Dewberry has extensive experience working with public agencies that are accountable to their stakeholders and the community at large. They know that a project's success is directly related to the quality of the interface between the architectural and engineering team, the client, the users, other stakeholders, and the community. Additionally, having worked with the public sector, they have familiarity navigating the approval process through the required agencies to help the project proceed in a timely manner. CALIFORNIA LOCATIONS 301 North Lake Avenue Suite 320 Pasadena, CA 91101 1760 Creekside Oaks Drive Suite 280 Sacramento, CA 95833 lf'r Dewberry Education Curtis has managed projects from $150,000 to $50 million and brings an understanding of how to bring economy and constructability to a project of any size. His project has included master planning, phasing, budget development, timely value engineering, permitting strategies, approving authorities relationships, schedule management, pre -construction, BIM, Design, MEP and structural design, budget development and validation, and construction administration. Architectural Studies, While associated with a prior firm, Curtis was embedded within the Southern California Institute of Orange County Facilities Planning Team to help implement their Architecture ongoing projects and provide support on project and documents reviews as needed. Registration Architect: CA #C23444 Orange County Sheriff -Coroner On -Call Contract I Orange Affiliations County, CA American Institute of Architects Project Manager. Work for this on -call contract (2016 - ongoing) has included tenant improvements, maintenance renovations, capital projects, upgrades related to security, accessibility, and interior finishes. City of Pasadena On -Call Contract I Pasadena, CA Project Manager. Work for this on -call contract (2018 - ongoing) has included the historic Central Library fire alarm replacement study, a health clinic basement upgrade, and a security upgrade to the Transit Division lobby. San Marino Police Department Space Needs Assessment I San Marino, CA Project Manager. A planning study to determine the space needs of the police department. Madera County Jail Expansion I Madera, CA Project Manager. A 15,500 SF Phase III jail expansion to include behavioral health housing. Garden Grove City Hall Security Upgrades I Garden Grove, CA Project Manager. Evaluation and design of a new vestibule at the public entrance (sallyport), new control station located in the public lobby, and enhanced public counters with security glazing mounted on secure wall below to give the staff a secure and safe space for work. City of Santa Ana Public Works Agency Santa Ana On -Call Engineering Services kPff BrightView Design Group FIRM PROFILE WHO IS BRIGHTVIEW DESIGN GROUP: Established in 1974 as HRP LanDesign and acquired by ValleyCrest in 2006, BrightView Design Group emerged with the creation of BrightView in 2014 after the merging of ValleyCrest and Brickman. BrightView Design Group, is the creative center of BrightView, the nation's leading Landscape Services Company that provides Design + Build + Maintenance services under one umbrella. Our Design Group, located in California and Colorado, is composed of 60+ landscape architects, planners and designers and operates as a dynamic full service design studio or integrated within our construction branches as a Design Build team. We have a diverse portfolio of built work, with a proven record of professional commitment to performance and innovation. WHAT MAKES US DIFFERENM Our connection to the larger BrightView network of market -rate costing services, procurement specialists, construction innovation and landscape management knowledge that spans decades of experience across the nation is what differentiates us. We are unique in that we house our pre -construction pricing group known as our Pre -Development Services within our design studios. This team is integral to our Design and Construction Division and specializes in current market cost data within each local region. This synergy between the Designers and our Pre -Development Group creates a collaborative, iterative design studio that holds design quality and innovation in balance with performance and budget efficiency. This team provides the necessary expertise for projects where design and program goals must align with constructability, project schedule, construction and operational maintenance budgets. This is particularly relevant for a public park project such as yours. By eliminating the traditional boundaries between planning, design, construction and maintenance, our BrightView team can cross-pollinate ideas more effectively and focus on the overall project goals of design innovation, constructability innovations and performance. Our practice is grounded in research, design, technical aspects, practical application and maintenance considerations to better serve your project needs over the long term and into the future of creating memorable places. City of Santa Ana Public Works Agency Santa Ana On -Call Engineering Services lqjff BrightView� Education California Polytechnic State University, San Luis Obispo Bachelor of Landscape Architecture Affiliations American Society of Landscape Architects Building Industry Association - Member Urban Land Institute of Orange County Design Review Committee Member City of Orange Jerico Farfan's Landscape Architecture career spans over 23 years and includes a variety of projects within the United States and abroad. He has explored large projects that require complex planning and coordination with multiple disciplines. Jerico has experience designing and implementing projects in countless markets including, streetscapes, trail systems, playgrounds, entertainment operations venues, theme park design, high -end residential, healthcare, commercial, parks and recreation and sports facilities. He started working at BVDG in 2005 and has been a leader in overall firm growth, communication and future planning. Novel Park I Irvine, California Role. Principal in Charge project description: The old farmhouse has been revamped to include all modern amenities adding an unique touch. The park is open to welcome dog enthusiasts and those looking to unwind with weekend barbecues or casual walks after a long week. Orange County Great Park Playground I Irvine, California Role. Principal in Charge project description: Next to the iconic Great Park balloon, the destination playground features classic -style structures for all ages and activities, including music circles, zip lines, swings, and slides. It's an excellent gathering spot for everyone, especially on busy weekends. IAAPA Member Woodbury Private Parks I Irvine, California Role. Project Manager project description: This master development stands out as non- traditional, featuring distinct neighborhoods designed to create a unique sense of belonging. The one square mile development comprises 14 private parks and a large public park, with all parks located within a 5-minute walk from open spaces and trails. Valencia - Newhall Ranch Planning I Santa Clarita, California Role. Associate Principal project description: A master -planned community spanning 16,000 acres in northern Los Angeles County, with the goal of creating an infrastructure that promotes both environmental and human well-being. The community's ambitious vision aims to achieve a Net -Zero status, making it an exemplar of sustainability and innovation. City of Santa Ana Public Works Agency Santa Ana On -Call Engineering Services 1qJff -,qqq 44 Proposal FIRSTICARBON SOLUTIONS FCS INTERNATIONAL, INC. FIRSTCARBON SOLUTIONS Founded and incorporated in 1982, FCS is a California Corporation that has provided hundreds of local government, State, and federal agencies, as well as private development clients with on -call CEQA/NEPA environmental services, including, but not limited to, the preparation of Environmental Impact Reports (EiRs)/Environmental Impact Statements (EISs), Initial Studies, Mitigated Negative Declarations (MNDs) or Negative Declarations (NDs), Environmental Assessments (EAs), technical studies, Mitigation Monitoring and Reporting Programs (MMRPs), and associated notices. We have prepared a full range of environmental documentation for a variety of projects, including parks, golf courses, transportation facilities, mixed -use, retail, industrial, commercial, residential subdivisions, planned communities, schools, theaters, landfills, dams, reservoirs, cemeteries, and waste treatment facilities. Preparing CEQA/NEPA Environmental Documents FCS has extensive and proven experience providing environmental consulting services to municipalities and agencies throughout California. For more than 40 years, FCS has completed technical studies and environmental compliance documents for more than 8,000 projects. FCS's unique understanding of the region and its resources is exemplified by our long-standing relationship with several municipalities in Southern California. FCS's broad -based environmental services include: * CEQA/NEPA Documentation • Climate Action Plans (CAPs) • Construction and Mitigation Monitoring • Development Applications and Entitlements Processing/Review • Due Diligence -level Site Assessments • Energy Analyses • Expert Witness Testimony, Peer Review, and Consensus Building • Geographic Information System (GIS) • Hazardous Materials Risk Analyses • MMRPs • Municipal Ordinance Updates • Noise Impact Analysis • Opportunities and Constraints Analyses • Phase I Environmental Site Assessment (ESA) • Public Outreach Programs (Websites, Microsites, Scoping Meetings, Public Noticing, Mailing Lists, Public Hearings) • Renewable Energy Site Assessments • Site -specific Community Planning • Specific Plans • Sustainable Community Analyses • Visual Impact Assessments • Zoning Compliance and Permits NORTH AMERICA I EUROPE I AFRICA I AUSTRALIA I ASIA F1 RSTCARBO NSO LUT1 0 N&COM A, FIRSTCARBON SOLUTIONS FCS INTERNATIONAL, INC. Education Bachelor of Arts, Social Fcology, University of California, Irvine, CA Associate in Arts, University Studies —Social and Behavioral, Chaffey College, Rancho Cucamonga, CA Associate in Arts, Liberal Arts and Sciences, Chaffey College, Rancho Cucamonga, CA Cecilia K. So has more than 9 years of experience managing the preparation of CEQA documentation for municipalities and private clients throughout California. She is proficient in interpreting and applying CEQA and other State regulations and has actively overseen the compilation and completion of EIRs, Addenda, IS/MNDs, and MMRPs for mixed -use, residential, commercial, retail, transportation, industrial, and institutional projects. Ms. So specializes in transportation analysis and has performed traffic studies for various types of planned development projects, including residential, commercial, and warehousing uses. She is familiar with the analysis techniques of the Highway Capacity Manual 2010 and Intersection Capacity Utilization and is knowledgeable in using Synchro, Vistro, and HCS 2010. Hampton Hotel IS/MND and Technical Studies I Santa Ana, CA Project Manager. Ms. So managed the preparation an IS/MNID and technical studies for a proposed hotel project. The project proposed to demolish an existing facilities, preserve an existing 2-story historical building for conversion to a restaurant, relocate a I -story historical building, and construct a 135-room hotel with associated amenities. The IS/MND included mitigation measures to protect the integrity of the on -site historic resources and ensure that their relocation and adaptive reuse meets the Secretary of the Interior's Standards for the Treatment of Historic Properties. Ms. So worked closely with the City in the preparation of the IS/MNID and technical analyses used to evaluate the project's impacts, ultimately resulting in the project's approval by the City Council in February 2018. Trails at Santiago Creek Specific Plan EIR I City of Orange, CA Project Manager. Ms. So managed the preparation of a new project - level EIR and the update of Air Quality/GHG Emissions, Biological Resources, Cultural Resources, and Noise Studies. The project proposes to develop up to 129 single-family detached dwellings on approximately 40 acres of a 109-acre project site. The majority of the project site is intended for the enhancement and preservation of the natural greenway/open space and the Santiago Creek environs (40 acres), and the re-establishment of open grasslands in areas that have been denuded by previous commercial operations and open space/managed vegetation. Recreational trails will provide public access to the enhanced revegetated interior of the site and will connect to the regional trails network. This project was unanimously approved by the Orange City Council in October 2019. City of Santa Ana Public Works Agency Santa Ana On -Call Engineering Services 11cpff FIRM INTRODUCTION Background -Firm Profile We are a diverse group of mechanical, electrical and plumbing engineers who deliver solutions grounded in sustainability and efficiency. We envision the future of the built environment as a way to promote health and wellbeing, to provide affordable and clean energy, and to practice engineering with responsible consumption in mind. We use ingenuity to produce long-term, pragmatic outcomes, always considering the lifetime of a building, and em ploying ethical and carbon neutral strategies. We work with institutions and architects throughout the western region, staying abreast of rapidly -changing codes and regulations in California, Arizona and Nevada. With over three decades of design and building experience, we relish the parameters and challenges of each project. As generalists who cross-pollinate ideas between building sectors, bmthiddrftgG)goe,rWitWiltierlJLydgeib-oding the la goals of our clients. Welwetsdedbd4*ejobtdftpactimstherydvot(hsperity of o our expertise, and we are always striving to be better than we were yesterday, every day. MEP California Engineering Corporation is a certified small business. M ==I% OEP p 3 MEP CAUFORNIA E�gi� ... mg C.,p Education B.S., Electrical Engineering, California State University, Los Angeles M.S., Electrical Engineering, University of Southern California A leader in delivering safe and efficient solutions, Ali helps forge collaborative designs with clients, architects, consultants and contractors to enhance building performance. As a power systems engineer, Ali is skilled in power systems studies that include short-circuit analyses, device coordination, arc flash studies, and equipment ratings and labeling. He is committed to engagement, ideas and critical thinking with an interdisciplinary approach to design that reduces risk and adds value for the client. His extensive experience includes a wide range of projects in the education, corporate commercial, civic and healthcare sectors. Santa Ana Library I Santa Ana, CA (Currently Under Design) Electrical Principal, Project Manager. MEP California is currently working with KPFF and Group4 Architects for a full remodel of Santa Ana Library and reconstruction of its electrical and mechanical systems. Registration City of Santa Monica Thelma Terry Renovation I Santa Monica, CA Licensed Professional Electrical Electrical Principal, Project Manager. Renovation of the community Engineer, California #E21819 kitchen in the 740 SIF Thelma Terry Building, including all electric cooking equipment. Existing electrical services sufficiently sized so that no new distribution boards or transformers are required. Department of Toxic Control Substances I Cypress, CA Electrical Principal, Project Manager. The project will renovate the approximately 35,000 square feet of the existing State of California Department of Toxic Control Substances offices. Renovation includes upgrades to data center, power, lighting, mechanical and ADA changes. Ladera and Bassett Park I Los Angeles, CA Electrical Principal, Project Manager. The historic recreational buildings located within Ladera and Bassett Parks were remodeled and modernized to attract the local community while preserving the historic elements of these structures. Orange County Transportation Authority Building I Orange County, CA (Various Locations) Electrical Principal, Project Manager, Lead Electrical Engineer. Evaluation of 60 existing buildings within the Orange County Transportation Authority portfolio. As a preventative maintenance measure, we reviewed existing MEP equipment, personal protective equipment, load study, short circuit, coordination and arc flash study. City of Santa Ana Public Works Agency Santa Ana On -Call Engineering Services kPff MEP CAUFORNIA E�gi� ... mg C.,p Education B.S., Mechanical Engineering, California Polytechnic State University, San Luis Obispo Registrations Licensed Professional Mechanical Engineer, California #M31673 Affiliations ASHRAE Member, American Society of Mechanical Engineers Association of Energy Engineers Ramiro has been actively engaged in the mechanical engineering industry for more than 20 years. His extensive experience is based on exceeding client expectations in the design of cost-effective and energy -efficient systems that adhere to the strictest compliance requirements. Ramiro's expertise includes HVAC and control systems design, energy studies, systems evaluation and operation verification, construction administration and cost analysis, staff management and development. His expertise also includes creating and crafting plumbing systems that are highly sustainable and functional. Ramiro's in-depth knowledge of state and local codes and regulations have allowed him to work closely with facility managers, project/construction managers, developers, property owners and architects, resulting in successful completion of numerous projects. Santa Ana Library I Santa Ana, CA (Currently Under Design) Mechanical Principal, Lead Mechanical Engineer. MEP California is currently working with KPFF and Group4 Architects for a full remodel of Santa Ana Library and reconstruction of its electrical and mechanical systems. City of Santa Monica Thelma Terry Renovation I Santa Monica, CA Mechanical Principal, Lead Mechanical Engineer. Renovation of the community kitchen in the 740 SF Thelma Terry Building, including all electric cooking equipment. Existing electrical services sufficiently sized so that no new distribution boards or transformers are required. Department of Toxic Control Substances I Cypress, CA Mechanical Principal, Lead Mechanical Engineer. The project will renovate the approximately 35,000 square feet of the existing State of California Department of Toxic Control Substances offices. Renovation includes upgrades to data center, power, lighting, mechanical and ADA changes. PCL Construction Office I Irvine, CA Mechanical Principal, Lead Mechanical Engineer. Renovation of approximately 28,000 rentable square feet of office space that reinvented how PCL employees engage, work, learn and play in the space. Santa Monica High School Renovation I Santa Monica, CA Mechanical Principal, Lead Mechanical Engineer. Modernization of the school's 9,000 SIF library, including finish improvements, lighting and electrical system, and relocation of the projector and projector screen to maximize use and functionality. City of Santa Ana Public Works Agency Santa Ana On -Call Engineering Services kPff MODEM W6den Fire is fire protection ... radically different. We are hyper -focused on achieving the design vision on every project. We facilitate our client's design vision by delivering tailored, code -compliant solutions. We don't just deliver an engineering solution ... We deliver the engineering solution; unobtrusive, elegant, and empowering. We are committed to innovation. We use advanced technology to find better solutions, faster. Whether it's the very best in performance -based design, advanced fire models or next -generation Artificial Intelligence and Machine Learning, we are charging ahead so you can have the results you deserve. Our team has been working in California for over 15 years. We have completed major projects all over the LA basin. From our offices in DTLA & Downtown Santa Ana we are always ready to tackle fire protection challenges unique to California. www.WbdenFire.com 0) kk, L W '14rMz Andrew Thul P1 Principal Andy Thul is a Fire Protection Engineer/Life Safety Consultant with over 15 years of experience exclusively allocated to building code consulting, fire protection and life safety consulting. He has an in- depth understanding of application and interpretation of Building and N DEN Fire Codes, Performance Based Design and Fire Protection and Alarm System Design. Andy has been recognized for his expertise and included in multiple working groups by the NFPA, the California State Fire Education Marshal's Office and the City of Los Angeles. Graduate Certificate in Fire Protection Engineering, State of California DGS I Sacramento, CA Worcester Polytechnic Institute Code, Life Safety Consultant. The Richards Boulevard Office Complex Bachelor of Science in project will serve as the new offices for the State of California Mechanical Engineering, Department of General Services. Totaling 1.25 M Square Feet, the University of Colorado at complex of high-rise buildings will house over 3,000 employees and Boulder includes offices, a multi -purpose center, auditorium, wellness center, Registration dining center, childcare center. Fire Protection Engineer (FPE): 510 South Vermont (LA County Vermont Corridor) I Los Angeles, CA (#1782) CA FPF: AZ, CO, WA, OR, TX Code, Life Safety Consultant. New office for the Los Angeles County Department of Mental Heath. This office building features 13-levels of Affiliations office over an 8-level parking podium. 468,000 SF. National Fire Protection Association (NFPA) Harbor -UCLA Medical Center Replacement Project I Torrance, CA Society of Fire Protection Code, Life Safety Consultant. This LA County Department of Public Engineers (SFPE) Works project includes a new 364-bed tower, outpatient & support OSFM 1-3 Occupancy Group building, CUP, and parking structure. The poject will also include Interpretive Manual Committee relocating the entrance to the existing emergency room. BOMA Greater Los Angeles Rancho Los Amigos National Rehabilitation Center — South - Codes and Regulations Campus Modernization I Downey, CA Committee Code, Life Safety Consultant. This feasibility study effort was completed City of Los Angeles Fire Code for the Los Angeles County Department of Health Services and included Advisory Committee multiple buildings across a 74-acre campus. City of Santa Ana Public Works Agency Santa Ana On -Call Engineering Services kPff Quality Assurance / Quality Control Procedure An effective way to control project budget and schedule is to monitor and control the quality of the design and preparation of construction documents. The KPFF team and its subconsultants have a reputation for placing an emphasis on quality. The best measure of quality is customer satisfaction, and KPFF's first rule for quality control is to listen to City staff to understand the project goals and to tailor our approach to meet the City's needs. We are committed to this philosophy and have illustrated it time and again on our projects. The project team has experience with on -call projects in their respective disciplines, and by assigning experienced lead personnel to these positions, appropriate concepts and analytical approaches will be developed early on, which will lay the foundation for a high quality final design. The primary objective of the KPFF team's quality control program is to ensure quality work is performed consistent with the City's expectations; in accordance with contract drawings and specifications; and in compliance with applicable regulations and restrictions. The Special Conditions of the Specifications are checked against the City's boiler plate General Conditions for potential contradictions. In addition the Specifications are checked against all plans and details to eliminate any possible conflicts. Our team will develop the administrative and procedural requirements for the City to provide and maintain an effective Quality Control Program. We outline specific quality -control requirements for individual activities. Our quality control program is intended to support the City's efforts to guarantee that construction activities and processes are planned, controlled, and verified for compliance with the applicable requirements. Constructability review during the design phase establishes the project's ultimate cost control, scheduling and quality assurance. Our team's extensive experience in construction management often results in the ability to find ways to improve the constructability of a project at this stage, which generally leads to substantial savings. The KPFF team will work closely with the City to establish a realistic budget that includes required soft costs, testing and inspection services during construction; and contingencies sufficient to enable the City to be responsive to neighborhood issues as construction progresses. The KPFF team utilizes a variety of scheduling software tools and reports including Primavera, Suretrack, IVIS Project, and IVIS Excel. KPFF will establish the master schedule and continuously track progress for each milestone and expedites milestones to achieve the project completion date as appropriate with sequencing and resource adjustments. Final design drawings and specifications for each discipline are checked and stamped (certified) by an officer of the firm registered in that particular design discipline prior to issue for bidding or construction. Final design documents are also cross checked by officers registered in other disciplines insofar as coordination between disciplines is required (also spelling, graphics, and etc.). The interdisciplinary check of the plans is done to ensure that the various components of the project dovetail. Communication KPFF places considerable value on proper and open communication among all parties involved in a project. The timely transfer of information enables issues to get resolved in an efficient manner, and fosters a partnering attitude within a project team. To facilitate communication, we utilize periodic team meetings, written memoranda, telephone conversations, and e-mail. All team members are regularly informed of overall project progress, and made instantly aware of any developments that may affect their direction of work. This helps to avoid unnecessary effort due to lack of communication. We encourage open and frequent communication between team members, and when needed, we work quickly and thoroughly to clarify any discrepancy of information. Responsive Approach KPFF is experienced in managing on -call contracts for design services. KPFF's culture and capacity allows us to respond quickly to simultaneous work orders and short -notice requests. Our corporate culture is based on a guiding principle of providing exceptional service to our clients and achieving work through repeat business. Responding to short notice requests presents the opportunity for us to demonstrate our superior customer service by responding to the needs of the client usually within strict budget confines and tight projects schedules. Our Irvine Office is 9 miles from the City of Santa Ana Public Works Department which will enable us to be highly responsive. I T J Contact C 0 Email Dat Name Address Pr Tom has been our City of Irvine plan checker on Tom Senior Plan City of Irvine - City of Irvine, 2019- numerous projects including Hoag Hospital Irvine (2019- Polson Check Engineer Building & On -Call tpolson@cityofirvine.org Present present) and Edwards Lifescience (2018). We enjoy Safety working with Tom because he is the definition of a public servant. He's always there to assist with design questions or to meet regarding plan check comments. While working on the Yorba Linda Library project from 2016-2019, Rick was the design team's main point of Deputy Director connection to the City of Yorba Linda. The project was Rick Public City of Yorba Linda Public 2016- publicly funded so there was a lot of coordination and Yee Works/Assistant Yorba Linda Library and Arts and ryee@yorbalindaca.gov 2019 collaboration that was needed. Rick played a large role in City Engineer Community Center ensuring that the design met the City's expectations and we really appreciated all of his hard work. KPFF's total fee was over $500k which included civil and structural engineering services. Andy Carpenter LAMP, Deputy Project Manager Los Angeles Worldwide Airports (LAWA) LAX Economy Parking - LAWA Intermodal Transportation Facility -West acarpenter@lawa.org 2017- 2020 From 2017 until 2020, KPFF worked on the Intramodal Transportation Facility - West (ITF-West) project for LAX which constructed a five -level parking structure with 4,700 parking spaces, a concessions area and the airport's Security & Badging Office over an 11 -acre footprint. Andy was the owner's representative for LAWA and managed the project on their behalf. The project was very complex and had to go through many City of Los Angeles agencies (including LAWA), for which Andy for was our liaison on all of it. KPFF's total fee for the ITF-W project was over $1.1 M which included civil engineering, structural engineering and threat vulnerability assessments. Yorba Linda Public Library, Arts, and Community Center 144 t AW'. Oil LA 94 j4p) al wV. -A X�'- n laWAW all .40, A INS X W19 Ae. k-k-1 lipt�— N .NNW me � r " q AM Scope of Servic . . . . . . . . . . . . & Schedule 1� We understand the on -call scope of work consists of providing engineering design services for arterial and local streets, underground utilities, hard-scaped and landscaped areas, build- ings, structures and facilities, bike paths and public parks, citywide. The types of work efforts may include water and sewer design/modifications; sidewalks, bike paths, curb, and gutter replacement; slurry seal of residential streets; repair and overlay of asphalt concrete and/or PCC streets; signing, striping, neighborhood traffic studies, traffic signal modifications; land- scaping and irrigation systems; park and recreational design, grant application writing, struc- ture, building or facility work, other broader studies, and other related projects as required. In order to have a successful project we strongly believe that we need to clearly understand the scope of work we have been tasked to provide not only as it relates specifically to the scope of work to be completed by KPFF but the overall objective of the project, and the City's expectations, visions, and goals established for the project. We will review the request for proposal issued by the City thoroughly and set up a conference call and/or a meeting with the City's Project Manager to review and better understand the scope of work, schedule, and de- liverables for the project. Based on our review of the project, we will provide our input to the City, based on our experience, if there are any potential pitfalls, liability, compliance, or other issues related with the project and our recommendations to address them. At the start of the project, we propose to meet with the City's Project Manager and other stakeholders to review the scope of work to confirm the scope of work originally outlined by the city is still valid, the project schedule, deliverables, City's review time, critical milestone dates, construction sched- ule and budget. An effective way to control project budget and schedule is to monitor and control the quality of the design and preparation of construction documents, as the design progresses instead of near the completion of the project. The primary objective of the KPFF team's quality con- trol program is to ensure plans, specifications and estimates are prepared in accordance with contract drawings and specifications, and in compliance with applicable regulations and restrictions. The Special Conditions of the Specifications are checked against the City's boiler plate General Conditions for potential contradictions. In addition, the Specifications are checked against all plans and details for possible conflicts. The KPFF team utilizes a variety of scheduling software tools and reports including Primavera, Suretrack, MS Project, and MS Excel. KPFF will establish a master schedule and continuously track progress for each mile- stone and expedites milestones to achieve the project completion date as appropriate with sequencing and resource adjustments. Final design drawings and specifications for each discipline are checked by the Princi- pal -In -Charge prior to issue for bidding or construction. During the construction, established meetings will be conducted to assist the contractor with any interpretation of the documents, review of construction progress and review of pay ap- plications from the contractor as needed. As -built documentation from the contractor will be incorporated into the construction documents and provided to the City as Record Documents. I law KPFF is currently busy with a number of ongoing projects. However, our staff size and the long-term schedule of many of our projects allows us the flexibility to commit appropriate staff members to this project so as to ensure an appropriate level of ser- vice and timely project delivery. KPFF has a proven track record of delivering technically sound projects on schedule and within budget. In addition, we have a record of attention to detail, which results in an extremely low incidence of permitting or construction changes. Our eleven offices function in such a way that we can effectively utilize our company -wide resources to successfully manage and complete even the most complex and large projects on schedule. Project Team for Project Name % Time Sample Task Orde'r Grant Kai ... Hqpq.1.rviinq 25% KPFF Consulting Engineers Santa A�'a' U b ii'�r' y 15% ... ... ...... . . .... .............. Civil Enqineer ... N� a ... do . mmu ........... C . enter ........................ 10% ..................................................... !� ............................................. Misc ProiectsJTasks 10% Availabilltv: 20% E� i� ste rsea 5% ................................................................................................... Deleo Sp.qT!;�.F@rk 5% ......................... . ........................................................... ... Q.C-S.qn.ftat!i.qn ... P.1a.nt..2..Wa.re.ho.qs.e ......... .... 5% ........................... ---- U-C-LA--M-isc--Ca-M-pus__Improvements ------ ---- 5% --------------------------- Santa Ana Council Chambers New Exterior ADA Ramp 1. Mv' *1 'n"` oil I 40 'Are, AL, i /YAWN, 1A1 3. Cert I*ficat i*ons Appendix ATTACHMENT 3-1: NON -COLLUSION AFTIDAVIT CERTIFICATIONS NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITYOF SANTAANA DEPARTMENT OF PUBLIC WORKS In accordance with Title 23 Uii�ited States Code Section 112 and Public Contract Code 7106 the BIDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BIDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived or agreed with any BIDDER or anyone else to put In a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, 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 bid are true; and, further, that the BIDDER has not, directly or 'indirectly, submitted his or her bid 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 bid. Note. The above Non -collusion Affidavit is part of the Proposal. Signing this Proposal on the signature portion thereof shall also constitute signature of this Non -collusion Affidavit. BIDDERS are cautiqWd that ma — ))�hg a false certification may subject the certifier to criminal prosecution. Signed State of California County of Subscribed and sworn to (or before me. Notal y Public Signature Sd� �re me on this _ day of _, 20� by on the bas is of s atis fac tory evidene e to be the person(s) who appeared Notary Public Seal City of Santa Ana RFP 23-030 Page A3-1 CALIFORNIA JURAT GOVERNMENT CODE § 8202 A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. State of California Countyof 0?-P<1�4 6, c—::- Subscribed and sworn to (or affirmed) before me on this Iq day of 20-.�, by Dote Month Year (1) C-70'/A"4r rAj * CHRISIINA M. LOPEZ (a n d (2) Notary Public - California Name(s) of Signer(s) Orange County Commission # 2323823 my Comm. Expires mar 11), 2024 proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. Place Notary Seal andlor Stomp Above Signatur <::::S:ign a t of Notary Publi — Z Z.3'Z'3�' ->Z�33 7-5 ---I�klAl Completing this information can deter alteration of the document or fraudulent reattachment of this form to an unintended document. Description of Attached Document Title or Type of Document: ak 42�dl—1 ,311q Document Date: k�- Number of Pages: —7 Signer(s) Other Than Named Above: 02019 National Notary Association Appendix ATTACHMENT 3-2: NON -LOBBYING CERTIFICATION CERTIFICATIONS The prospective participant certifies, by signing and submitting this bid or proposal, to the best of his or her knowledge and belief, that: 1 . No federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any federal agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any federal contract, the making of any federal grant, the making of any federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, amendment, or modification of any federal contract grant, loan, or cooperative agreement. 2. If any funds other than federal appropriated Rinds have been paid or will be paid to any person for inffienc ing or attempting to influence any 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, loan or cooperative agreement, the undersigned shall complete and submit a "Disclosure of Lobbying Activities". 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 maldng or entering into this transaction imposed by Section 1352, Title 3 1, 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 submittinghis or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $ 100,000 and that all such sub recipients shall certify and disclose accordingly. Firm Signed and Printed Name. Title / 59X (A-70— Date 3// 7 /2- 3 ��9A_7 11-A City of Santa Ana RFP 23- 030 Page A3-2 Appendix ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION CERTIFICATIONS The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: 1. The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin, 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all pro -visions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. 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 ftirther Govenunent 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. 7. 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 City of Santa Ana RFP 23- 030 Page A3-3 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 or purchase order as the administermig agency may direct as means of enforcing such provisions, inchiding sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a sub -consultant 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 theyerialties imposed for a violation of the Chapter. Signed: Title: Firm: A5S�? C-1 t>'[rE Date: 301/7-3 (I rlAt�j JZ-A I City of Santa Ana RFP 23-030 Page A3-4 140 Newport Center Dr., Suite 100 Newport Beach, CA, 92660 949.478.8800 www.kpff.com Santa Ana Design of the On -Cal Engineering Services Proposal # 23-030 Public Works Agency; M-36 20 Civic Center Plaza; Ross Annex Santa Ana, CA 92701 Civil Engineering Services Proposal for the City of Santa Ana March 14, 2023 This proposal is submitted in response to Request for Proposals by the city of Santa Ana Ali Kharnsi - Principal 949.478.8800 - ali.kharnsi@kpfEcorn 140 Newport Center Dr., Suite 100 Newport Beach, CA, 92660 949.478.8800 www.kpff.com EXHIBIT C COMPENSATION Consultant's Fee Proposal including hourly rates if applicable Santa Ana Design of the On -Cal Engineering Services Proposal # 23-030 Public Works Agency; M-36 20 Civic Center Plaza; Ross Annex Santa Ana, CA 92701 Civil Engineering Services Proposal for the City of Santa Ana March 14, 2023 This proposal is submitted in response to Request for Proposals by the city of Santa Ana Ali Kharnsi - Principal 949.478.8800 - ali.kharnsi@kpfEcorn Fee Proposal Santa Ana Homeless Shelter 140 Newport Center Dr., Suite 100 Newport Beach, CA 949.478.8800 kpff.com lqjff Basis of Proposal This Cost File proposal is for the breakdown of the KPFF team's services for the City of Santa Ana On -Call Engineering Services RFP (RFP No.: 23-030). Here is a list of the consultants and their roles for the project: KPFF —Civil Engineer, Structural Engineer, Land Surveying and Project Management Linscott, Law & Greenspan (LLG) — Transportation/Traffic Engineer Leighton — Geotechnical Engineer Dewberry - Architectural BrightView Design Group — Landscape Architectural and Irrigation MEP California Engineering Corp (MEPCal) — Mechanical, Electrical, Plumbing and Instrumentation & Control Systems Woden — Fire Protection Cumming — Financial and Economic Consulting Engineering Each consultant's hourly rate schedule is included in this Cost File. Please feel free to reach out to KPFF — Grant Kai, who will be the Project Manager for any awarded projects, if there are any questions or comments regarding the design team costs. SUMMARY Thank you for allowing us to submit this proposal for the project. If this proposal is acceptable to you, please return a signed copy to us prior to the start of work. Please feel free to contact us with any questions or comments. Sincerely, Grant Kai, PE Associate 140 Newport Center Drive, Suite 100 Newport Beach, CA 92660 Grant.kai@kpff.com (949) 478.8800 9830 KPFF CONSULTING ENGINEERS HOURLY RATE SCHEDULE 2023 PRINCIPAL -IN -CHARGE ................................................................. $290 SENIOR PROJECT MANAGER ........................................................ $235 PROJECT MANAGER ...................................................................... $215 PROJECT ENGINEER ...................................................................... $180 DESIGN ENGINEER ........................................................................ $165 CHIEF CAD OPERATOR .................................................................. $190 DRAFTER / CAD OPERATOR .......................................................... $165 ADM IN ISTRATIVE/SECRETARY ...................................................... $110 Note: Hourly rates will be updated on an annual basis throughout the duration of the project, and services will be billed at the hourly rates in place at the time the service is provided, but in no event shall annually increases exceed 3%.