HomeMy WebLinkAboutItem 23 - Agreement for Santa Ana Main Library Renovation Public Works Agency
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Item # 23
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
April 19, 2022
TOPIC: Agreement for Santa Ana Main Library Renovation
AGENDA TITLE
Approve Agreement with Group 4 Architecture, Research + Planning, Inc. in an Amount
Not to Exceed $2,158,565 for a Three-Year Term (Project No. 22-1380) (Revive Santa
Ana Program)
RECOMMENDED ACTION
Authorize the City Manager to execute an agreement with Group 4 Architecture,
Research + Planning, Inc. to provide full design services for the Santa Ana Main Library’s
renovation project, in the amount of $2,158,565, for a three-year term beginning April 19,
2022 and expiring April 18, 2025, with an option for two, one-year extensions, subject
non-substantive changes approved by the City Manager and City Attorney.
DISCUSSION
In Fiscal Year 2021-22, the City Council approved a combined total of $8,500,000 in
Revive Santa Ana funding for the Main Library Transformation Project. The renovation
would be the first major capital improvement project the Library has undergone since
1989. The project scope focuses on modernizing the Main Library to incorporate multi-
generational play and learning experiences, new programming spaces, technology labs,
meetings rooms, and early education activity areas.
On October 11, 2021, the Public Works Agency released Request for Proposal (RFP) No.
21-118, by which it sought the design services of a qualified firm for the Main Library
Transformation Project. The RFP was advertised on the City’s online procurement
management and publication system, with proposals due on November 16, 2021. Twelve
proposals were received and evaluated by a selection committee. Based on criteria
outlined in the RFP, the following summarizes the responding firms and their ranking:
Agreement with Group 4 Architecture, Research + Planning, Inc.
April 19, 2022
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Firm City Rank
Group 4 Architecture, Research + Planning, Inc.San Francisco 1
Johnson Favaro Culver 2
Noll & Tam Architects Berkeley 3
Domusstudio Architecture San Diego 4
SVA Architects Santa Ana 5
Hawkins\Brown Architects Culver City 6
Little Diversified Architectural Consulting Newport Beach 7
TR Design Group, Inc.Riverside 8
Gruen Associates Los Angeles 9
AEPC Group, LLC Santa Clarita 10
YNG Architects Inc.Santa Ana 11
Donald Krotee Partnership, Inc.Santa Ana 12
Staff recommends awarding an agreement (Exhibit 1) to Group 4 Architecture, Research
+ Planning, Inc. to provide design services for the Main Library Transformation Project.
Their proposal demonstrated they have the necessary capacity and expertise to complete
the required services. The firm rates are reasonable and within industry standard, the
team qualifications are appropriate, and the proposal was determined to provide the best
value for the City following interviews with the top-three scoring proposers from the
preliminary evaluation.
In the hopes of expanding the scope of the project, the City Council approved a Resolution
on March 15, 2022 authorizing the submittal of a $10,000,000 grant application to the
California State Library to address critical maintenance and infrastructure needs. If
awarded, the grant would supplement the Revive Santa Ana funding and would be utilized
for critical maintenance and public safety projects that include replacement of fire
detection/alarm/sprinkler systems, ADA improvements, window restoration, restoration of
the exterior marble façade, etc.
The California State Library will announce grant awards in the Spring 2022.
ENVIRONMENTAL IMPACT
There is no environmental impact associated with the action.
FISCAL IMPACT
The table below indicates the estimated expenditures per the contract. Any remaining
balances not expended at the end of the agreement term will be carried forward for
expenditure into subsequent years in the event the optional extension periods are
exercised. The base contract is $1,962,332 with a 10-percent contingency in the amount
of $196,233, for a total Agreement amount not to exceed $2,158,565.
Agreement with Group 4 Architecture, Research + Planning, Inc.
April 19, 2022
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EXHIBIT(S)
1. Agreement with Group 4 Architecture, Research + Planning, Inc.
Submitted By: Nabil Saba, P.E., Executive Director – Public Works Agency and Brian
Sternberg, Executive Director – Library Services
Approved By: Kristine Ridge, City Manager
Fiscal Year
Accounting
Unit - Account
No.
Fund
Description
Accounting Unit -
Account No.
Description
Amount
Agreement Term
2021-22
(April-June)
18111013-66220
(22-1380)
American
Rescue Plan
Act
ARPA-FMSA,
Improvements Other
Than Building
$191,331
2022-23
(July-June)
18111013-66220
(22-1380)
American
Rescue Plan
Act
ARPA-FMSA,
Improvements Other
Than Building
$1,128,047
2023-24
(July-June)
18111013-66220
(22-1380)
American
Rescue Plan
Act
ARPA-FMSA,
Improvements Other
Than Building
$639,187
2024-25
(July-April)
18111013-66220
(22-1380)
American
Rescue Plan
Act
ARPA-FMSA,
Improvements Other
Than Building
$200,000
TOTAL:$2,158,565
AGREEMENT TO PROVIDE FULL DESIGN
FOR THE SANTA ANA MAIN LIBRARY RENOVATION
THIS AGREEMENT is made and entered into on this 19 th day of April, 2022, by and between
Group 4 Architecture, Research + Planning, Inc., a California corporation (“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 October 11, 2021, the city issued Request for Proposal No. 21-118 (“RFP”), by which
it sought a Consultant having special skill and knowledge in the field of library renovation
to prepare full conceptual plans for the City of Santa Ana Main Library.
B. Consultant represents that Consultant is able and willing to provide such services to the
City.
C. The City intends to utilize funds provided under the American Rescue Plan Act (“ARPA”)
for this Agreement. ARPA was signed into law in March 2021. ARPA provides funding
for a number of different programs, including the Coronavirus State and Local Fiscal
Recovery Fund (“SLFRF”), to provide monetary support to local governments to respond
to, mitigate, and recover from the COVID-19 public health emergency.
D. In undertaking the performance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this
Agreement will be performed in compliance with such standards as may reasonably be
expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform during the term of this Agreement the tasks and obligations,
including all labor, materials, tools, equipment, and incidental customary works required to fully
and adequately complete the services described in the Scope of Work as negotiated and attached as
Exhibit A, that was based on the City’s RFP, a true and correct copy of which, as amended, is
attached herewith as Exhibit B and as more specifically delineated in Consultant’s Proposal, which
is attached hereto as Exhibit C and incorporated in full. In cases of conflict between Exhibits A,
B & C, Exhibit A, as negotiated, shall govern.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services for
City, the rates and charges identified in Exhibit D attached hereto. The total amount to
be expended under this Agreement shall not exceed $2,158,565 during the term of this
Agreement, including any extension periods exercised under Section 3. The sum is
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comprised of: (1) the base amount of $1,962,332; and, (2) a 10% contingency in the amount of $196,233 for
additional services at the City’s sole discretion.
b. Payment by City shall be made within 45 (forty-five) 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 and section 6, which may reasonably be expected by City.
c. As the recipient of ARPA SLFRF funds, Consultant will be required to comply with
any and all compliance requirements for the use of SLFRF funds, any and all reporting
requirements for expenditures of SLFRF funds, as well as compliance with 2 CFR
200.332 regarding pass-through entities.
3. TERM
This Agreement shall commence on the date first written above and terminate on April 18 th,
2025, unless terminated earlier in accordance with Section 17 below. The term of this Agreement
may be extended for up to two (2), one (1) year periods upon a writing executed by the City
Manager and City Attorney.
4. PREVAILING WAGES
Consultant is aware of the requirements of California Labor Code Section 1720, et seq.,
and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq.,
(“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the
performance of other requirements on “public works” and “maintenance” projects. If the services
being performed are part of an applicable “public works” or “maintenance” project, as defined by
the Prevailing Wage Laws, and the total compensation is $1,000 or more, Consultant agrees to
fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the
City, its elected officials, officers, employees and agents free and harmless from any claim or
liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
5. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an
independent contractor and not an employee of the City. This Agreement is not intended nor shall
it be construed to create an employer-employee relationship, a joint venture relationship, or to
allow the City to exercise discretion or control over the professional manner in which Consultant
performs the services which are the subject matter of this Agreement; however, the services to be
provided by Consultant shall be provided in a manner consistent with all applicable standards and
regulations governing such services. Consultant shall pay all salaries and wages, employer's social
security taxes, unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
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6. STANDARD OF CARE
In providing services under this Agreement, the Consultant shall perform in a manner
consistent with that degree of care and skill ordinarily exercised by members of the same
profession currently practicing under similar circumstances at the same time or similar locality.
7. 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.
The City shall not reuse or make any modification to the Consultant’s construction
documents without the prior written authorization of the Consultant. The Consultant shall bear no
responsibility or liability related to the unauthorized resuse of any instruments of service prepared
by the Consultant.
Under no circumstances shall the transfer of ownership of the Consultant’s drawings,
specifications, electronic files or other instruments of service be deemed a sale by the Consultant,
and the Consultant makes no warranties, express or implied, of merchantability and fitness for any
particular purpose.
8. 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 by the Consultant, its agents, representatives, or employees.
a. MINIMUM SCOPE AND LIMIT OF INSURANCE Coverage shall be at least as broad
as:
1. 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 $1,000,000 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.
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2. 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. (Not required if Consultant does not require
a vehicle to perform scope of services)
3. 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. (Not required if Consultant
provides written verification it has no employees)
4. Professional Liability (Errors and Omissions): Insurance appropriate to the
Consultant’s profession, with limit no less than $2,000,000 per occurrence or
claim, $2,000,000 aggregate.
5. If the Consultant maintains broader coverage and/or higher limits than the
minimums shown above, the City requires and shall be entitled to the broader
coverage and/or the higher limits maintained by the Consultant. Any available
insurance proceeds in excess of the specified minimum limits of insurance and
coverage shall be available to the City.
b. Other Insurance Provisions – The insurance policies are to contain, or be endorsed to
contain, the following provisions:
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 a later revisions used).
2. Primary Coverage: For any claims related to this contract, the Consultant’s
insurance coverage shall be 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.
3. Notice of Cancellation: Each insurance policy required above shall state that
coverage shall not be canceled, except with notice to the City.
4. 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.
5. Self-Insured Retentions: Self-insured retentions must be declared to and
approved by the City. The City may require the Consultant to purchase coverage
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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.
6. 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.
7. Claims Made Policies: If any of the required policies provide coverage on a
claims-made basis:
1. The Retroactive Date must be shown and must be before the date of the
contract or the beginning of contract work.
2. Insurance must be maintained and evidence of insurance must be
provided for at least five (5) years after completion of the contract of
work.
3. If coverage is canceled or non-renewed, and not replaced with another
claims-made policy form with a Retroactive Date prior to the contract
effective date, the Consultant must purchase “extended reporting”
coverage for a minimum of five (5) years after completion of contract
work.
8. 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. City reserves the right to require
complete, certified copies of all required insurance policies, including
endorsements required by these specifications, at any time.
9. Subcontractors: Consultant shall require and verify that all subcontractors
maintain insurance meeting all the requirements stated herein, and Consultant
shall ensure that the City is an additional insured on insurance required from
subcontractors.
10. 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.
9. 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
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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
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.
10. 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.
11. 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.
12. 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
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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.
13. 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.
14. 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, 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.
15. 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.
16. 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 consultants retained by City.
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17. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of
termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to
deliver to the City all work product(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. City use of Consultant’s instruments of services shall be governed by
section 6 above.
b. Payment need not be made for work which fails to meet the standard of performance
specified in the Recitals and section 6 of this Agreement.
18. 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.
19. 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.
20. 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.
21. 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
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the manner provided in this Section, to the following persons: To City:
Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Nabil Saba
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, California 92702
Fax: 714-647-5635
To Consultant:
GROUP 4 ARCHITECTURE, RESEARCH + PLANNING, INC.
211 Linden Avenue
South San Francisco, CA 94080
Tel: 650-871-0709
Attn: David Schnee, Principal
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.
22. 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.
(title)
Tax ID#
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IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first
above written.
ATTEST: CITY OF SANTA ANA
Daisy Gomez Kristine Ridge
Clerk of the Council City Manager
APPROVED AS TO FORM:
SONIA R. CARVALHO CONSULTANT:
City Attorney GROUP 4 ARCHITECTURE RESEARCH +
PLANNING, INC.
By:
Ryan O. Hodge
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
Nabil Saba
Executive Director
Public Works Agency
David Schnee
Principal
CITY OF SANTA ANA
LIBRARY RENOVATION
RFP NO. 21-118
EXHIBIT A
SCOPE OF WORK
INTRODUCTION/BACKGROUND
The City of Santa Ana is soliciting proposals for Architectural/Engineering, Interior Design, and
Construction Administration services (“the Services”) for a renovation of the historic Main Library. By this
Request for Proposals (RFP), the City of Santa Ana is requesting proposals from firms with substantial
architectural, engineering and construction administration experience on similar types of public works
improvements for the renovation of the Santa Ana Main Library.
The Main Branch of the Santa Ana Public Library was completed in May 1, 1960. The exterior for the
building has remained relatively the same since inception; however, the interior of the building received an
extensive renovation in 1990. The City would like to restore some of the character lost in the previous
renovation while also performing an update that better meets the evolving needs of the community and
makes the library central to early childhood learning. The Main Library building consists of 39,790 square
feet and has two floors and a below grade basement.
The Santa Ana Main Library is an integral partner with the community, providing educational resources to
connect and enrich a community of over 335,000 residents. This renovation should further these goals in
the most cost effective and environmentally friendly manner possible.
The Children’s Library/Early Learning Center will be the focal point of the project with key upgrades and
expansion to the area and services that will be provided to the community. Design will include “Play-brary”
types of designs with interactive walls, etc.
A generalized description of areas that may be addressed with City/community/potential consultant input
are as follows. See Attachment 4 for as-builts and general layout of work areas.
1. Exterior
a. Marble siding
i. Clean all marble exterior surfaces
ii. Repoint joints between marble panels
iii. Replace/repair cracked marble panels
1. Explore replacing existing stone on 1990 addition with new Italian
Marble to match original structure
b. Provide architecturally appropriate exterior lighting fixtures on building and in
landscaping
c. Flashing cap needed on parapet cornice
d. Upgrade to new LED Security and Pathway Lighting
e. Replace all landscaping around building (turf to remain)
i. Low planting – no hiding areas
1. Planting materials to deter camping and/or sleeping
2. Ground surface to be DG or similar
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ii. Remove trees adjacent to building face that present potential structural or other
issues to the building
iii. Drought Tolerant with low voltage spot lighting
f. North Entrance
i. New doors to match original design (or propose new architecturally appropriate
design)
ii. Clean up entrance building lettering & stone
iii. Replace walkway connecting north entrance to sidewalk on Civic Center Dr.
iv. Restore dedication plaque on north entrance sidewalk.
g. East Entrance
i. Make secondary public entrance at current staff access to fenced patio
ii. Create parking area along east or south side of building for library exclusively
iii. Keep as many trees as feasible
iv. Create a drive-thru window considering circulation on/off of Ross St.
1. If feasible, ensure it does not detract from historic nature of the building
h. South Entrance
i. Return to a bookmobile area with garage/carport and the back of house loading
area
ii. Patio area just east of south entrance
1. Remove panels/walls that block the patio adjacent to entrance that create
a hiding space in this area
2. Activate this area
iii. Remove book drop – replace with new book drops at north and east entrances
iv. Blend proposed landscaping with new landscaping to south
i. Children’s Library – single story addition on the west side of the Main Library building
i. Provide vines or other low maintenance plant material on east side of building to
prevent graffiti
ii. Patio renovation completed under separate contract
j. Provide comprehensive exterior security cameras and necessary low voltage cabling
k. Coordinate with IT to provide no low voltage cat 6 cabling/trays throughout the building
along with new access points
l. The old freight elevator from the late 1950’s should be removed as it is not functional and
no longer needed
m. Identify opportunities to allocate square footage for additional meeting/study room space
if possible
n. A new roof was recently completed
1. Interior
a. General building
i. Consider elevator relocation with modern elevator
ii. Review/consider replacing all building systems
iii. Include technology in all meeting rooms
iv. Replace all flooring throughout
v. Upgrade all restrooms. May need to adjust access or location of restrooms to
accommodate new layout that is more in line with original plans. They were
modified and relocated in 1990.
vi. Shelving needs assessment/shelving program – Replace all book stacks
vii. New lighting plan to ensure new improvements do not create shadows and dark
areas
viii. Replace all furniture in public and private spaces
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1. Furniture should have a mid-century modern or similar style in line with
the historical time period of when the building was constructed
ix. Ceiling system was recently upgraded. Modifications may be required
depending on results of shelving analysis.
x. Repair Exterior windows in Main Library building and Children’s Library
addition
xi. Provide a comprehensive signage plan for the Main Library in keeping with the
historic nature of the building
xii. ADA compliance/Accessible path of travel
b. Main Floor
i. Refinish wood/metal elements
ii. South side back of house
1. Combine information and circulation desks
a. To match the original design and historic nature of the building,
move circulation to the north entrance
b. Two large half circle desks flanking each side of the door in
front of the windows
c. Staff Area where south entrance is currently - Bookmobile and
circulation work/ loading area
iii. Reimagining of Children’s Library
1. Focus on early childhood learning
2. Flexible/programmable space
3. Tutoring/interactive
4. Can be expanded into main library area as needed
5. Feature interactive experiences:
a. Wall interactives,
b. Climbing areas
c. Other children’s museum style spaces
iv. East entrance
1. Widen hallway
2. Create teen space along the east side of building
v. Reactivate the fireplace area
1. Non-functional fireplace (not wood or gas burning)
c. Second Floor
i. Refinish wood/metal elements
ii. Create additional public spaces
1. Remove majority of admin space on second floor
a. 4 admin staff will remain
b. Relocate the Santa Ana History Room and create a small gallery
2. Small meeting room as space permits
3. Create Bookstore:
a. Explore enclosing the hallway behind the second floor shelving
and other rooms staff rooms along the south side of the building
to create a new bookstore
iii. Meeting rooms/tech lab – add glass toward main library
iv. Dumbwaiter – ideas to reactivate or other use
v. Relocate majority of staff to the basement
d. Basement
i. Staff spaces to replace teen center and storage areas
ii. Possible drop ceiling
iii. 26 full-time staff (cubicles)
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iv. 72 part-time staff (share 10 – 15 spaces
e. Building Mechanicals and Critical Maintenance/
i. Bring stairwells and emergency exits up to code if required. Explore
opportunities for LEED certification and/or green building materials.
ii. Include potentially life-saving improvements or replacement of original fire
detection and sprinkler systems, plumbing, seismic retrofit, antiquated HVAC
system, and all electrical and plumbing systems from the late 1950's.
Scope of Work
Architectural and engineering services shall consist of, but not be limited to the following: review of the
Main Library building program, prepare schematic design, construction plans and specifications, submit
design documents to the City of Santa Ana staff for review and submit final design documents to the City
of Santa Ana Building & Safety Division for plan check. These services also include responding to all plan
check corrections until final approval has been given by Building & Safety. Finally, construction
administration services during bid and construction phases would also need to be provided.
I. Consultant Responsibilities as Part of Basic Services
The Consultant’s responsibilities shall include the following project tasks:
Consultant is responsible for providing all design and engineering as required for all components within the
project scope of work. This includes but is not limited to survey, civil design, geotechnical investigation and
report (for soils analysis), infiltration testing, architectural design, landscape architectural design, parking and
site improvements design, street improvement design (new driveway/access points), structural design, interior
design including bookshelf layout plans, furniture selection, electrical engineering, mechanical and plumbing
engineering, etc.
Consultant will also be responsible for facilitating up to three (3) meetings with City Staff to obtain input and
finalize concept plan. Additionally, up to three (3) meetings to coordinate for or present to the Historic
Resources Commission (HRC).
Consultant shall provide review sets in .pdf format.
Final plans shall be provided in AutoCAD or Microstation format, and .pdf format.
Task 1: Pre-Design
Preliminary design shall include Kick-off meeting with City Staff (representatives from Public Works Agency
and Santa Ana Library) to discuss scope of work, project goals and objectives, potential elements and issues,
schedule, review of existing information and site investigation.
Deliverables shall include a
• Work Task Plan and Schedule, that will include key milestones and highlight tasks
associated with Historic Resources Commission (HRC) review.
• Geotechnical Assessment of the east side of the building,
• Four test holes to characterize the soil and determine potential ground water
impacts, infiltration rates, excavation and compaction requirements for
hardscape elements and soil corrosivity.
• Geotechnical Report
• Geotechnical review of construction drawings
• Hazardous Building Materials Survey (HBMS) including up to
• Asbestos (PLM) up to 95 samples
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• Lead Paint (FAAS) up to 20 samples
• Lead Ceramic (TTLC) up to 10 samples
• PCB caulking (GC) up to samples
• HBMS Report
• Air monitoring and Mitigation Observation – one 8 hr shift and a single report is
included in Basic Services, and
• Site Survey.
• Base Drawings. Consultant shall prepare a digital base model of the existing building in
Autodesk BIM 360 using the dimensions shown or may be graphically scaled from the
1990 drawing set. The dimensions will be understood to be approximate, requiring
field verification by contractors as part of construction.
• Preliminary Project Budget Options. Consultant shall prepare alternate budget options
using rule-of-thumb cost/sf for different project extents. The budgets shall endeavor to
be as comprehensive as possible, including contingencies and other City costs. City
shall evaluate budget ranges and give guidance to the Consultant on appropriate options
to continue into Task 2.
Summary of Task 1 Meetings and Trips:
• Consultant will meet with a City Project Management Team (PMT) up to two times via
virtual meeting.
• Consultant team will have one -trip for an site day where the Consultant shall tour the
building and meet with City Staff
Summary of Task 1 Consultant Included Expenses: Expenses for travel by car, plane, including
ground transit and parking and consultant meals
Task 2: Concept Design
Concept design shall include up to three (3) meetings with City Staff to brainstorm and review potential layouts.
Additionally, outreach shall be conducted in up to three (3) public meetings to provide the community an
opportunity to review the concept designs and provide input. Please provide creative methods used to engage
the community on needs and priorities while keeping the project on schedule. i.e. workshops, online polls.
Deliverables shall include up to three (3) schematic concept designs, with a
minimum of six (6) perspective drawings/renderings for each the following: exterior from
Civic Center Dr., main level.book stacks, kid’s area, teen space, Santa Ana History Room and
east entrance from exterior for fundraising and use in presentations to potential library
donors, would also be required.
Children’s Thematics Discovery & Concept Design
• Thematics Orientation Meeting. Consultant will lead meeting to discuss the Santa Ana
Library’s play and learning objectives and the intended visitor experience. Explore
creative priorities to be translated into design elements, concepts, and designs that will
inform your overall project budget and meet playspace safety standards.
• Children’s Thematics Conceptual Design: Consultant will research benchmark examples
and develop preliminary visual concepts for presentation to the Santa Ana Library project
team. We will create three-dimensional models of the spaces. We will also review and
determine graphic requirements, including donor elements, wayfinding, and safety
signage.
• Budget Consultant shall prepare an estimate of probable cost for children’s thematics
design elements.
Updated Project Budgets for each of up to three schematic concept designs.
Final Concept and budget shall be approved by City Staff
Summary of Task 2 Meetings and Trips:
• Consultant will meet with a City Project Management Team (PMT) up to four times via
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virtual meeting.
• Consultant team will have three trips for on-site meetings and/or meetings with local
agencies. Two trips may include an evening community meeting.
Summary of Task 2 Consultant Included Expenses:
• Travel expenses for included meetings and trips,including meals and lodging related to an
overnight stay for a trip with an evening meeting.
• Color hard copy handouts (up to 10 sets per meeting)
• Plotting for up to one set of color presentation drawings
• Mounting of one set of the preferred design to support fundraising purposes.
Task 3: Design Development (50% plans)
Design development will involve the schematic development of plans based on the approved conceptual design
plan, which shall include but is not limited to survey, civil design, geotechnical investigation and report (for
soils analysis), infiltration testing,, architectural design, landscape architectural design, structural design, interior
design, furniture selection, electrical engineering, mechanical and plumbing engineering, draft technical
specifications and “opinion of estimated cost’.
Deliverables shall include a 50% set of plans, including site section studies, draft specification,
“Opinion of Probable Cost”.
Summary of Task 3 Meetings and Trips:
• Consultant will meet with a City Project Management Team (PMT) up to four times via
virtual meeting.
• Consultant team will have three -trips for in-person meetings with City Staff or project
stakeholders
Summary of Task 2 Consultant Included Expenses:: Travel expenses for included meetings and trips,
color hard copy handouts (up to 10 sets per meeting) and plotting for up to one set of color
presentation drawings of the selected option and views.
Task 4: Construction Documents (90% and 100% plans)
Construction Documents (CDs) shall include finalizing approved deliverables from the Design Development
phase. This includes the provision of detailed engineering and construction drawings that will serve as the basis
for both bidding and construction by a general contractor.
Deliverables shall include 90% and 100% plans, structural calculations, CASP report, final technical
specifications, finalized “Opinion of Probable Cost”. 100% plans will go through a constructability
review that could lead to comments and recommendations that should also be addressed and completed
as part of this deliverable.
Summary of Task 4 Meetings and Trips:
• Consultant will meet with a City Project Management Team (PMT) up to six times via
virtual meeting.
• Consultant team will have three -trips for in-person meetings with City Staff or project
stakeholders
Summary of Task 2 Consultant Included Expenses: Travel expenses for included meetings and trips,
color hard copy handouts up to 11x17 (up to 10 sets per meeting) and plotting for up to one set of
wet-signed drawings of the selected option and views.
Plans: Plans shall include, but are not limited to the following:
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Title Sheet
Civil Engineering
o Site Erosion Plan
o Parking lot along Ross Street with Access Control (parking meters, gate, bollards, etc.)
o Horizontal and Vertical Control Plan
o Grading And On-Site Drainage Plan
o Site Utility Plan
Landscape Architectural
o Site Layout/Construction Plans And Details (including plumbing)
o Site Sections, as applicable
o Planting Plans/Details/Notes
o Irrigation Plans/Details/Calculations/Notes
Architectural
o Demolition Plans (Basement, 1st, & 2nd Floors)
o Construction Plans (Basement, 1st, & 2nd Floors)
o Reflected Ceiling Plans (Basement, 1st, & 2nd Floors)
o Furniture Plans (Basement, 1st, & 2nd Floors) and Furniture schedule and budget
o Shelving Plans, and Schedules
o Exterior Elevations
o Interior Elevations
o Mechanical and Plumbing Plans/T-24
o Electrical Plans, as applicable
o Architectural Details
o Structural Calculations
o Door/Window/Finish Schedules, as applicable
o ADA Path of Travel design and/or
o Code Rquired signage Plan
Structural Engineering
o Structural Design and Detailing
Mechanical Engineering & Plumbing
Electrical Engineering
o Electrical Site Plan to include walkway/parking lot lighting, irrigation.
o Photometrics.
o Location of panels, switchgear, meters
o Schedules
o Details
o Notes, specifications
Plan Check & Permits:
Construction drawings shall be in accordance with the 2019 California Building Code and will require
review/approval by the City Planning and Building Agency. Additionally, this would be subject to review by
the Historic Resources Commission.
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As a condition of plan check approval, plans, specifications and structural calculations must be signed by a
California licensed architect / landscape architect /civil engineer/structural engineer as appropriate.
Additionally, the architect will be encouraged to identify their historic consultant to address questions and
concerns related to the historical preservation of the building. Plans shall be organized so that they can be
segregated cleanly for distribution to the various plan checking entities.
Construction drawings shall be submitted at 90% completion for review by Public Works CIP Engineering and
Santa Ana Library staff and revised per their comments. The 100% complete construction drawing package will
then be submitted for final City review to the following City Agencies:
Library Services Agency
Planning and Building Agency
Historic Resources Commission
Public Works Agency CIP Engineering Division
The Public Works Agency Project Manager will coordinate the submittal and review process.
Once complete, the consultant will revise the Contract Documents
Technical Specifications
Technical specifications for all components listed above shall be provided by Consultant, or their Sub-
consultants, to the City in CSI (Construction Specifications Institute) format. Consultant shall coordinate
language between the general and technical specifications to ensure conflicts are minimized. City Staff will
combine these specifications with the City Boiler Plate which together, will become the Project Manual.
Final Opinion of Probable Cost
Consultant shall provide updated opinion of probable construction cost which shall reflect finalized plans,
materials, systems, details of construction, and known or anticipated changes in the bidding market relative to
the project. Should project scope exceed available budget, project plans/specifications will be phased as
appropriate.
Task 5: Bid Advertisement, Construction Administration, Record Drawings:
Bid Advertisement
Consultant shall provide support to the City during the Bidding phase by assisting with questions,
Historic Resources Commission (HRC)
Pursuant to our Historic Ordinance, major exterior modifications to a historic structure requires the approval of
the HRC through a duly noticed public hearing and issuance of a Certificate of Appropriateness. Therefore, the
property owner would need to apply for a Historic Exterior Modification Application (HEMA). The cost for
this application is $2,348.83.
Prior to presenting the application to the HRC city staff will ensure that any proposed exterior modifications
are consistent with the Secretary of Interior’s Standards for rehabilitation and consistent with our Historic
Ordinance. Staff recommends the proposal identify a historic consultant to provide a compliance statement
ensuring consistency with the standards. This compliance statement would help streamline the review process
and help with staff recommendation for approval.
The timeframe for the HEMA will also vary as we only have four regularly scheduled HRC meetings throughout
the year (January, April, July, and October). It will be important to coordinate this effort proactively with the
Planning department staff to determine the submittal deadline for the next available HRC meeting.
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requests for information/clarification, or conflicts arising out of the bidding process. Consultant shall
also attend pre-bid meeting, if scheduled.
Construction Administration
Consultant shall provide support to the City during the Construction Administration phase by assisting
with questions, requests for information/clarification, and/or reviewing submittals. Consultant’s Basic
Service includes bi-weekly participation in Owner Architect Contractor (OAC meetings by web
conference, and monthly attendance on-site for in-person participation in OAC meetings and to
observe the progress of the construction limited to the duration shown below in section IV.
Record Drawings / As-built Plans:
Upon construction completion, consultant shall incorporate as-built information, as provided by
the General Contractor, into the drawing files to provide record drawings for City archives.
FFE Selection and Procurement Services
Consultant shall provide support to the City during the Bidding phase by assisting with questions,
requests for information/clarification, or conflicts arising out of the bidding process. Consultant shall
also attend pre-bid meeting, if scheduled.
Task 5: ARPA, or other Funder Compliance Administration
Consultant’s responsibilities for ARPA, or other funder, compliance reporting shall be limited to monthly
delineation of percent complete by task included in Consultant’s monthly invoicing. Additional reporting or
documentation of the Consultant or any subconsultants shall be Additional Services.
City Responsibilities
The City will be responsible for the following items:
Provision of available plans and existing documentation on file.
Provision of electronic design file with City title block and title sheet (24" x 36")
Provision of standard City boilerplate specifications.
Acting as liaison with the appropriate decision making bodies, as necessary.
Coordination and processing of plans and documents with governmental agencies having
jurisdiction over the project.
Support for community and stakeholder meetings including arranging venues, publicity, room
setup and breakdown, provision of projection and amplification, refreshments, translation
services (live and/or in print)
If Hazardous Building Material Sampling is done on any parts of the roof the City will engage the
services of a qualified roofing contractor to repair the roof as necessary.
Services of a Construction Manager (CM) that may be either City staff or third party consultant
hired by the City) to monitor and coordinate contractor services, facilitate and record OAC
meetings, maintain RFI, ASI, CO logs, monitor contractor’s schedule performance, review pay
applications, and coordinate.
Paying permit and/or plan check or other fees to the City or other Authorities having jurisdiction
over the project.
II. PRE-NEGOTIATED OPTIONAL SERVICES
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The following services are not included in the Consultant’s Scope of Basic Services and shall be provided if
requested by the Client. The Consultant shall be compensated for Optional and Additional Services in
addition to compensation for Basic Services and Reimbursable Expenses as described in Exhibit C.
Optional Services 1: Children’s Thematics Schematic Design / Procurement Package
The Consultant shall prepare a schematic design package that describes the design intent and fabrication
methodology, select details, and specifications that can be used by the City to procure fabrication
services from a design-build exhibit contractor.
Optional Services 2: Elevator Design Services Task 3-5.
As part of Tasks 1 and Task 2 in Basic Services. the Consultant shall consider options for a new,
replacement, or relocated elevator. At the end of Task 2, if the City selects a preferred design with a
new, replacement, or relocated elevator the Consultant shall provide the architectural and engineering
services required in Tasks 3-5 when Optional Services 2 are authorized.
III. ADDITIONAL SERVICES
The following services are not included in the Consultant’s Scope of Basic Services, or Pre-negotiated
Optional Services and shall be provided if requested by the Client. The Consultant shall be compensated for
Additional Services in addition to compensation for Basic Services, Optional Services and Reimbursable
Expenses as described in Exhibit C.
1. Field measured architectural as-builts (horizontal, elevation, and/or vertical dimensions), and/or
LiDAR scanning.
2. Underground surveys including electronic or pothole utility investigation.
3. Existing utility capacity studies.
4. Storm drain connection permits if required.
5. Structural assessments or materials testing of the existing structural framing.
6. Seismic retrofit of the existing structure including but not limited to strengthening of the existing roof
framing, Strengthening, replacement or upgrade of the existing structural framing gravity or lateral
resisting elements.
7. Arborist services.
8. MEP system replacements.
9. Fire Protection and fire alarm design.
10. Audio-visual system design for areas not described in Basic Services above.
11. Specialized low voltage systems not included in basic services including but not limited to:
a. Voice/Speech Lift Systems,
b. Satellite Television Reception Systems. Communications Systems:
c. LAN/WAN Systems Hardware, including Routers, Firewalls,
d. General Purpose Network Switches, General Purpose Servers, Disk and Tape Backup
Systems, Wireless Access Points, Rackmount UPS, General Purpose Computer Workstations,
Printers and Related,
e. Microwave Communications Systems, VoIP/PBX Telephone Systems, Emergency Radio
Responder Coverage (ERRC)/Public Safety Radio Repeater Systems, and/or Distributed
Antenna Systems (DAS)/Cellular Telephone Repeater Systems. Outside Plant Engineering –
f. Design of Communications Ductbanks or outside plant communications cabling infrastructure
more than 500 feet beyond the furthest face of the Project building(s), conduit proofing or
documentation of existing underground communications ducts, their fill and remaining
capacity for use by this Project.
g. Mass Nofication/Mass Communications Systems: Two-way Communications Systems,
Emergency Alert Systems and/or Master Clock Systems. Electronic Security and Safety
Systems: Risk Assessment Study, Campus Bluelight Telephone Systems.
12. Roofing, parapet, access, fall restraint, drainage assessment and design of repairs, modifications or
replacement, except for repairs as needed by any Basic Services work that impacts the existing roof.
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13. Work related to the Children’s patio.
14. Support to place building on historic registry
15. Marble inspection/survey.
16. Historic Exterior Modification Application (HEMA) application cost.
17. EIR services including any other environmental studies.
18. Children’s Thematics Design Build Fabrication Services
19. Children’s Thematics shop drawing review and installation observation and punch list services when
the children’s thematics are obtained by a third-part fabricator/installer.
20. Additional meetings beyond those identified in Basic Services
21. Traffic engineering
22. The services of consultants other than those included in the proposal and those identified in Exhibit B
plus those of Omega Environmental.
23. Hazardous material air monitoring and mitigation observation by Consultant beyond a single eight-
hour shift.
24. Physical Scale models
25. Promotional and fundraising materials beyond the renderings included in Basic Services
26. Assistance with grant applications including, but not limited to, CA State Library, and Southern
California Edison
27. Third party estimate reconciliation
28. Life cycle costs analyses.
29. Value Engineering, Integrated Design Workshops
30. Inclusion of bid alternates greater than 1% of project budget.
31. Increases in scope of services related to a construction budget above $17.9M.
32. Preparing multiple bid packages beyond those defined in Task 4.
33. Making revisions to drawings, designs, or other documents when such revisions are inconsistent with
approvals or directions previously given by the Client, made necessary by determination by the Client
or its other consultants, or made necessary by the Client’s failure to render decisions in a timely
manner.
34. Remobilization costs, to resume the project if the City suspends the project for longer than one month.
35. Design of any temporary facilities.
36. LEED Certification – including USGBC registration fees and Consultant costs to design unique LEED
credits not otherwise included in the design and services to document and obtain certifications
37. ARPA, or other funder, compliance documentation administrative costs.
38. Any other service not included in Section I. Basic Services.
IV. SCHEDULE OF PERFORMANCE
1.A Consultant shall complete all Basic Services Tasks 1 through 5, according to the following
preliminary durations to be refined in Basic Services Task 1
Task 1 Pre-Design 2 months
Surveys may be delivered by the Consultant during Task 2
Task 2 Concept Design 3 months
Includes preliminary meeting with HRC
Task 3 Design Development (50% plans) 4 months
Includes preliminary meeting with HRC
Task 4 Construction Documents (90% and 100% plans)
Preparation of 90% Permit Submittal 4 months
City Building Department Review
Back-check – 100% set 1 month
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Task 5 Bid Advertisement, Construction Administration, Record Drawings:
Bid and Award 4 months
Construction Administration 12 months
Record Drawings 2 months
FFE Design intent and bid package – concurrent with Task 5
Signage Design Intent and bid package – concurrent with Task 5
1.B The schedule for the project overall or any phase(s) may be adjusted upon mutual agreement of the
City and the Consultant to meet changing project needs.
REQUEST FOR PROPOSALS (RFP)
FOR
SANTA ANA LIBRARY RENOVATION
RFP NO.: 21-118
CITY OF SANTA ANA
Public Works Agency
20 Civic Center Plaza, M-36
Santa Ana, CA 92701
Jason Gabriel
Principal Civil Engineer
(714) 647-5664 Office
JGabriel@santa-ana.org
KEY RFP DATES (Subject to change at discretion of City):
Issue Date: October 11, 2021
Job Walk: October 27, 2021 at 9am at Library North Entrance
Deadline for Requests for Information: November 4, 2021
Proposal Due Date: November 12, 2021 at 2pm
Projected Award Date: December 21, 2021
EXHIBIT - B
NOTICE INVITING PROPOSALS
NOTICE IS HEREBY GIVEN that proposals will be received from qualified firms for the Santa
Ana Library Renovation.
Responses to this Request for Proposals (RFP) must be submitted electronically to the PlanetBids
system no later than November 12, 2021 at 2:00 p.m. Proposals received after this date/time will
not be considered. It is the responsibility of the proposer to ensure that any proposals submitted
have sufficient time to be received by the City of Santa Ana prior to this proposal due date and
time.
Additionally, it is a requirement that hard copy proposals also be sent by courier service, mailed,
or hand delivered in an enclosed sealed envelope and marked clearly with the following:
“SEALED PROPOSAL FOR
SANTA ANA LIBRARY RENOVATION
RFP NO. 21-118
IN THE CITY OF SANTA ANA
DO NOT OPEN WITH REGULAR MAIL.”
City of Santa Ana
Attn.: Jason Gabriel
Public Works Agency; M-36
20 Civic Center Plaza; Ross Annex
Santa Ana, CA 92701
For further instructions regarding hard copy submission of proposals, refer to PlanetBids.
All notifications, requests for information, updates and addenda will be posted online on
PlanetBids at https://www.planetbids.com/portal/portal.cfm?CompanyID=20137. Proposers shall
be responsible for monitoring the site to obtain information regarding this solicitation. Failure to
respond to required updates may result in a determination of a nonresponsive qualification.
EXHIBIT - B
TABLE OF CONTENTS
I. INTRODUCTION / PROJECT DESCRIPTION 4
II. INSTRUCTIONS TO PROPOSERS 6
A. CITY RESPONSIBILITIES
B. PROPOSER RESPONSIBILITIES
C. REQUEST FOR INFORMATION OR CLARIFICATION
D. ADDENDA
E. LICENSES & PERMITS
F. INSURANCE
G. INFORMATION PACKET
H. CITY RIGHT TO REJECT
I. BID PROTESTS
III. SUBMITTAL REQUIREMENTS 8
A. GENERAL
B. PROPOSAL CONTENTS
1. STATEMENT OF QUALIFICATIONS
2. SCOPE OF SERVICES AND SCHEDULE
3. FEE PROPOSAL
4. CERTIFICATIONS
IV. PROPOSAL REVIEW (CONSULTANT SELECTION) 10
A. EVALUATION AND RATING
B. SELECTION
V. CONTRACT AWARD 10
A. REQUEST FOR COUNCIL ACTION
B. EXECUTION OF AGREEMENT
VI. IMPLEMENTATION 10
A. KICK-OFF MEETING
B. NOTICE TO PROCEED
VII. PUBLIC RECORDS 11
VIII. APPENDIX
ATTACHMENT 1: SCOPE OF WORK
ATTACHMENT 2: AGREEMENT
ATTACHMENT 3: CERTIFICATION
ATTACHMENT 4: PROJECT ATTACHMENTS
EXHIBIT - B
I. INTRODUCTION / PROJECT DESCRIPTION
Nature of Work:
The City of Santa Ana Public Works Agency (City) desires to enter into an agreement with
a qualified consulting firm to lead efforts to renovate the historic Santa Ana Main Library.
Number of Proposals and Signature:
Five (5) hard copies are required to accompany an electronic submittal of the complete
proposal package on PlanetBids. One of the hard copies shall be marked as “ORIGINAL”
and be signed by a company official with the power to bind the company, and
submitted to the City of Santa Ana. Please be explicit in identifying the appropriate
person with legal authority to bind the company.
The Statement of Qualifications shall be limited to a maximum of (10) double -sided
pages (excluding front and back covers, section dividers and attachments such as
resumes, forms). Font size shall be minimum 11-point Arial. Proposal exhibits shall be
maximum 11” x 17”.
Proposal Evaluation and Rating:
The criteria for evaluating the RFP submitted will take the following items into
consideration:
Firm/Team Experience 25%
Understanding of Need 30%
Relevant Project Experience 30%
Schedule of Delivery 10%
References 5%
The City has established a proposal review committee to evaluate proposers based on the
response to this RFP, which includes adherence to outlined directions and format, and the
City evaluation criteria set forth above. A final score will be calculated for each
submitted proposal and used to rank the proposers.
EXHIBIT - B
Project Funding:
Funding sources for each project may vary and shall comply with the funding agency’s
requirements. Special conditions may apply. Refer to Attachment 1 (Scope of Work) in
the Appendix of this RFP.
Term of Contract Agreement:
The City desires to enter into a contract with the top scoring firm for an initial three (3)
year term with a City option for two (2) one (1) year extension period. This term is outlined
in the Standard Consultant Agreement, as contained in the Appendix of this RFP as
Attachment 2.
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City of Santa Ana RFP 21-118
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II. INSTRUCTIONS TO PROPOSERS
A. CITY RESPONSIBILITIES
The City will provide information in its possession relevant to preparation of required
information in this RFP. The City will provide only the staff assistance and
documentation specifically referred to herein.
B. PROPOSER RESPONSIBILITIES
Point of Contact: The selected proposer will assume responsibilities for all services in its
proposal. The selected proposer shall identify a sole point of contact with the greatest
knowledge concerning the required service operations and contractual matters, including
payment of all charges resulting from the Agreement. Contact information such as email
and phone number must be included into the proposal.
Evidence of Financial Capacity: Proposer may be requested to submit its most recent
audited financial statement, evidencing proposer’s financial capacity to fully perform the
required services, including provision of equipment and personnel expenses over a ninety
(90) day period. If said financial statement does not reflect full ninety (90) day
operational capacity, proposer may include a letter of credit as evidence of supplemental
capacity.
C. REQUEST FOR INFORMATION OR CLARIFICATION
All questions or requested clarifications shall be made only in writing to the Q&A section
located in PlanetBids no fewer than five (5) calendar days prior to the date and time set
for opening of proposals. No verbal requests or responses will be accepted. Significant
interpretations or clarifications will be addressed via addenda to this RFP.
D. ADDENDA
Any changes in RFP from the date of release to date of submittal will result in an
addendum or amendment. Notification of such addendum or amendment shall be posted
on PlanetBids at https://www.planetbids.com/portal/portal.cfm?CompanyID=20137 as
set forth in the Notice Inviting Proposals. Addenda shall become part of the agreement
documents.
E. LICENSES & PERMITS
The selected proposer shall be required to obtain a City of Santa Ana Business license
within ten (10) business days of selection and must provide a copy to the City’s project
manager or designee prior to commencing any work in Santa Ana.
Additionally, Proposer will be responsible for obtaining any licenses/permits required by
the Scope of Work.
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F. INSURANCE
The Selected Proposer shall provide the required evidence of insurance coverage as set
forth in the Scope of Work within ten (10) business days after receipt of notice that the
contract has been awarded. Failure to provide the required insurance certificates shall be
cause for the annulment of the award and the forfeiture of the proposal guaranty. The
City will provide the Selected Proposer with a “New Vendor Checklist”, which outlines
insurance requirements.
G. PAYMENT INFORMATION PACKET
The selected proposer shall return a completed payment information packet within ten
(10) business days after the successful proposer has received notice that the contract has
been awarded.
H. PRE-PROPOSAL MEETING
Should a pre-proposal meeting be scheduled, the date, time, and location is identified on
the cover page of this RFP. The meeting will include discussion of the project scope
and a question-and-answer session. It is highly recommended that the Proposer’s key
team members attend this meeting. Significant interpretations or clarifications will be
addressed via addenda to this RFP, as described above in “Section D: Addenda.”
I. CITY RIGHT TO REJECT
The City reserves the right to reject any or all proposals submitted and no representation
is made hereby that any contract will be awarded pursuant to this RFP or otherwise.
The City reserves the right to accept or reject the combined or separate components of
this proposal in part or in its entirety or to waive any minor inconsistency,
informality or technical defect in the proposal.
The City reserves the right to reject, replace, and approve any and all subcontractors. All
subcontractor(s) shall be identified in response to this RFP. Subcontractors shall be the
responsibility of the successful proposer and the City shall assume no liability of such
subcontractors.
J. BID PROTESTS
Proposers with concerns or rebuttal of any staff determination of non-responsiveness or
non- responsibility may submit, in writing within five (5) business days, to the Project
Manager, any concerns regarding the RFP process or staff determination. Such writing
shall be considered by the City Manager or her designated representative, and may be
acted upon within five (5) business days. If no action is taken within such time, there
shall be no change to the staff determination. The exercise by the Proposer of its right to
submit written concerns shall be a condition precedent to seeking judicial review of
any award of a contract hereunder.
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III. SUBMITTAL REQUIREMENTS
A. GENERAL
1. The number of Proposal Copies and signature is specified in:
RFP SECTION I - INTRODUCTION / PROJECT DESCRIPTION
2. Deadline:
Proposals are due to the City of Santa Ana at the date, time, and location
specified in the Notice Inviting Proposals.
B. PROPOSAL CONTENTS
The proposal format and page limitation, if any, is specified in:
RFP SECTION I - INTRODUCTION / PROJECT DESCRIPTION
1. STATEMENT OF QUALIFICATIONS
a. Cover Letter: Proposals shall include a letter signed by a principal or
authorized representative who can make legally binding commitments
for the entity.
b. Contract Agreement Statement: Proposal shall include a
statement outlining your concurrence or concerns with any and all
provisions contained in the Agreement attached herein as
Attachment 2 in the Appendix.
c. Firm and Team Experience: Proposal shall include a profile of the
firm’s experience. Include resumes of project team/sub-consultants
that will be providing services which outline their technical and design
experience. At a minimum, this should include the project
manager/principal agent, associates in charge when project
manager/principal agent is unavailable, key personnel, firm size, and
an organization chart identifying only those who will perform work for
the proposed project and the percentage of each individual’s time
devoted to this project. The project manager/principal agent shall be
the primary contact person to represent your firm and will be the
person to conduct the presentation, if invited for an interview.
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d. Understanding of Need: Proposal shall include an outline which
demonstrates the firm’s understanding of the work. This outline should
include anticipated approach, tasks necessary for successful
completion, deliverables, and suggestions or special concerns that the
City should be made aware of. Identify any assumptions and/or
exclusions used in preparation of the scope of work and associated
fee estimate.
e. Relevant Project Experience: Proposal shall include a list of relevant
projects, which your firm or personnel have completed within the last
5 years, including significant work with public agencies. Project
information should include project description, project location, year
completed, client name and contact information, and name of consultant
project manager. City of Santa Ana staff may conduct site visits at select
projects.
f. References: Proposals shall include a listing of relevant projects with
references for three public entities with valid current emails for which
Proposer has performed similar work within the past five (5) years.
2. SCOPE OF SERVICES AND SCHEDULE:
Proposal shall include a Scope of Services and Schedule which details the work
phases to be completed, the tasks to be accomplished, the deliverables to be
provided, and the schedule / timeline to complete the project, based upon the
requested Scope of Work detailed in Attachment 1 of this RFP.
3. FEE PROPOSAL:
The fee proposal shall be submitted separate and concurrently with the technical
proposal, both submitted electronically in PlanetBids and as a hard copy in a
separately sealed envelope, clearly labeled as “Fee Proposal.” This shall include
the firm’s Standard Hourly Fee Schedule, a table outlining the tasks and team
hourly effort for each of the major tasks, and a Project Fee Schedule as outlined
in the Scope of Work.
The fee proposal will not be opened until the proposals have been evaluated by
the proposal selection committee. The City will select the consultant based on
qualifications, and then negotiate a contract price based on available funding.
4. CERTIFICATIONS:
The following forms shall be signed and included as part of the proposal
submittal package:
• Attachment 3-1: Non-Collusion Affidavit
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City of Santa Ana RFP 21-118
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• Attachment 3-2: Non-Lobbying Certification
• Attachment 3-3: Non-Discrimination Certification
IV. PROPOSAL REVIEW (CONSULTANT SELECTION)
A. EVALUATION AND RATING
The criteria for evaluating the proposals are specified in:
RFP SECTION I - INTRODUCTION / PROJECT DESCRIPTION.
B. SELECTION
The selection committee will be comprised of at least (3) City staff from multiple
departments. The committee may interview the top ranking proposers. The City will
recommend award of contracts to the proposers who will provide the best value to the
City. The City reserves the right to begin negotiations and enter into a contract without
interview or further discussions.
V. CONTRACT AWARD
A. REQUEST FOR COUNCIL ACTION
Following evaluation and rating by the proposal review committee and acceptance from
Funding agency following financial audit, the Project Manager will recommend award
contracts to the three top-ranking proposers that will provide the best value to the City.
B. EXECUTION OF AGREEMENT
The Scope of Services, Schedule, and Fees submitted in the proposal will be the basis of
any negotiation of final terms, which will lead to a completed agreement ready for
execution based on the standard Agreement attached herein as Attachment 2 in the
Appendix.
VI. IMPLEMENTATION
A. KICK-OFF MEETING
A kick-off meeting will be held after award of contracts. Consultants and their team
will meet with City of Santa Ana staff to conduct introductions, discuss scope of services,
and implementation processes.
B. NOTICE TO PROCEED
Prior to issuance of a formal Notice to Proceed (NTP), Consultants shall provide all
required bonds, insurance documents, and contents of the Information Packet for review
and approval by the City.
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For “On-Call” contracts, individual City Project Managers will request project/task
specific proposals from Consultants on an as-needed basis. Proposals will then be
evaluated by City staff and written NTPs will be issued accordingly per each task order.
VII. PUBLIC RECORDS
All data, documents and other products used, developed, or produced during response
preparation of this RFP will become property of the City. All responses to this RFP shall
become property of the City. Proposer information identified as proprietary information
be maintained confidential, to the extent allowed under the California Public
Records Act.
Proposals will become public record after award of contract. Proposer information
identified as proprietary information shall be maintained confidential, to the extent
allowed under the California Public Records Act.
EXHIBIT - B
Appendix
ATTACHMENT 1
SCOPE OF WORK
City of Santa Ana RFP 21-118
Page A1-1
CITY OF SANTA ANA
REQUEST FOR PROPOSALS
FOR
LIBRARY RENOVATION
RFP NO. 21-118
INTRODUCTION/BACKGROUND
The City of Santa Ana is soliciting proposals for Architectural/Engineering, Interior Design, and
Construction Administration services (“the Services”) for a renovation of the historic Main Library. By this
Request for Proposals (RFP), the City of Santa Ana is requesting proposals from firms with substantial
architectural, engineering and construction administration experience on similar types of public works
improvements for the renovation of the Santa Ana Main Library.
The Main Branch of the Santa Ana Public Library was completed in May 1, 1960. The exterior for the
building has remained relatively the same since inception; however, the interior of the building received an
extensive renovation in 1990. The City would like to restore some of the character lost in the previous
renovation while also performing an update that better meets the evolving needs of the community and
makes the library central to early childhood learning. The Main Library building consists of 39,790 square
feet and has two floors and a below grade basement.
The Santa Ana Main Library is an integral partner with the community, providing educational resources to
connect and enrich a community of over 335,000 residents. This renovation should further these goals in
the most cost effective and environmentally friendly manner possible.
The Children’s Library/Early Learning Center will be the focal point of the project with key upgrades and
expansion to the area and services that will be provided to the community. Design will include “Play-brary”
types of designs with interactive walls, etc.
A generalized description of areas that may be addressed with City/community/potential consultant input
are as follows. See Attachment 4 for as-builts and general layout of work areas.
1. Exterior
a. Marble siding
i. Clean all marble exterior surfaces
ii. Repoint joints between marble panels
iii. Replace/repair cracked marble panels
1. Explore replacing existing stone on 1990 addition with new Italian
Marble to match original structure
b. Provide architecturally appropriate exterior lighting fixtures on building and in
landscaping
c. Flashing cap needed on parapet cornice
d. Upgrade to new LED Security and Pathway Lighting
e. Replace all landscaping around building (turf to remain)
i. Low planting – no hiding areas
1. Planting materials to deter camping and/or sleeping
2. Ground surface to be DG or similar
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ii. Remove trees adjacent to building face that present potential structural or other
issues to the building
iii. Drought Tolerant with low voltage spot lighting
f. North Entrance
i. New doors to match original design (or propose new architecturally appropriate
design)
ii. Clean up entrance building lettering & stone
iii. Replace walkway connecting north entrance to sidewalk on Civic Center Dr.
iv. Restore dedication plaque on north entrance sidewalk.
g. East Entrance
i. Make secondary public entrance at current staff access to fenced patio
ii. Create parking area along east or south side of building for library exclusively
iii. Keep as many trees as feasible
iv. Create a drive-thru window considering circulation on/off of Ross St.
1. If feasible, ensure it does not detract from historic nature of the building
h. South Entrance
i. Return to a bookmobile area with garage/carport and the back of house loading
area
ii. Patio area just east of south entrance
1. Remove panels/walls that block the patio adjacent to entrance that create
a hiding space in this area
2. Activate this area
iii. Remove book drop – replace with new book drops at north and east entrances
iv. Blend proposed landscaping with new landscaping to south
i. Children’s Library – single story addition on the west side of the Main Library building
i. Provide vines or other low maintenance plant material on east side of building to
prevent graffiti
ii. Patio renovation completed under separate contract
j. Provide comprehensive exterior security cameras and necessary low voltage cabling
k. Coordinate with IT to provide no low voltage cat 6 cabling/trays throughout the building
along with new access points
l. The old freight elevator from the late 1950’s should be removed as it is not functional and
no longer needed
m. Identify opportunities to allocate square footage for additional meeting/study room space
if possible
n. A new roof was recently completed
2. Interior
a. General building
i. Consider elevator relocation with modern elevator
ii. Review/consider replacing all building systems
iii. Include technology in all meeting rooms
iv. Replace all flooring throughout
v. Upgrade all restrooms. May need to adjust access or location of restrooms to
accommodate new layout that is more in line with original plans. They were
modified and relocated in 1990.
vi. Shelving needs assessment/shelving program – Replace all book stacks
vii. New lighting plan to ensure new improvements do not create shadows and dark
areas
viii. Replace all furniture in public and private spaces
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1. Furniture should have a mid-century modern or similar style in line with
the historical time period of when the building was constructed
ix. Ceiling system was recently upgraded. Modifications may be required
depending on results of shelving analysis.
x. Repair Exterior windows in Main Library building and Children’s Library
addition
xi. Provide a comprehensive signage plan for the Main Library in keeping with the
historic nature of the building
xii. ADA compliance/Accessible path of travel
b. Main Floor
i. Refinish wood/metal elements
ii. South side back of house
1. Combine information and circulation desks
a. To match the original design and historic nature of the building,
move circulation to the north entrance
b. Two large half circle desks flanking each side of the door in
front of the windows
c. Staff Area where south entrance is currently - Bookmobile and
circulation work/ loading area
iii. Reimagining of Children’s Library
1. Focus on early childhood learning
2. Flexible/programmable space
3. Tutoring/interactive
4. Can be expanded into main library area as needed
5. Feature interactive experiences:
a. Wall interactives,
b. Climbing areas
c. Other children’s museum style spaces
iv. East entrance
1. Widen hallway
2. Create teen space along the east side of building
v. Reactivate the fireplace area
1. Non-functional fireplace (not wood or gas burning)
c. Second Floor
i. Refinish wood/metal elements
ii. Create additional public spaces
1. Remove majority of admin space on second floor
a. 4 admin staff will remain
b. Relocate the Santa Ana History Room and create a small gallery
2. Small meeting room as space permits
3. Create Bookstore:
a. Explore enclosing the hallway behind the second floor shelving
and other rooms staff rooms along the south side of the building
to create a new bookstore
iii. Meeting rooms/tech lab – add glass toward main library
iv. Dumbwaiter – ideas to reactivate or other use
v. Relocate majority of staff to the basement
d. Basement
i. Staff spaces to replace teen center and storage areas
ii. Possible drop ceiling
iii. 26 full-time staff (cubicles)
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iv. 72 part-time staff (share 10 – 15 spaces
e. Building Mechanicals and Critical Maintenance/
i. Bring stairwells and emergency exits up to code if required. Explore
opportunities for LEED certification and/or green building materials.
ii. Include potentially life-saving improvements or replacement of original fire
detection and sprinkler systems, plumbing, seismic retrofit, antiquated HVAC
system, and all electrical and plumbing systems from the late 1950's.
Scope of Work
Architectural and engineering services shall consist of, but not be limited to the following: review of the
Main Library building program, prepare schematic design, construction plans and specifications, submit
design documents to the City of Santa Ana staff for review and submit final design documents to the City
of Santa Ana Building & Safety Division for plan check. These services also include responding to all plan
check corrections until final approval has been given by Building & Safety. Finally, construction
administration services during bid and construction phases would also need to be provided.
Consultant Responsibilities
The Consultant’s responsibilities shall include the following project tasks:
Consultant is responsible for providing all design and engineering as required for all components within the
project scope of work. This includes but is not limited to survey, civil design, geotechnical investigation and
report (for soils analysis), infiltration testing, architectural design, landscape architectural design, parking and
site improvements design, street improvement design (new driveway/access points), structural design, interior
design including bookshelf layout plans, furniture selection, electrical engineering, mechanical and plumbing
engineering, etc.
Consultant will also be responsible for facilitating up to three (3) meetings with City Staff to obtain input and
finalize concept plan. Additionally, up to three (3) meetings to coordinate for or present to the Historic
Resources Commission (HRC).
Consultant shall provide review sets in .pdf format.
Final plans shall be provided in AutoCAD or Microstation format, and .pdf format.
Task 1: Pre-Design
Preliminary design shall include Kick-off meeting with City Staff (representatives from Public Works Agency
and Santa Ana Library) to discuss scope of work, project goals and objectives, potential elements and issues,
schedule, review of existing information and site investigation.
Deliverables shall include a Work Task Plan, Schedule, Geotechnical Report and Site Survey. Work
Plan should include key milestones and highlight tasks associated with historical registry requirements.
Task 2: Concept Design
Concept design shall include up to three (3) meetings with City Staff to brainstorm and review potential layouts.
Additionally, outreach shall be conducted in up to three (3) public meetings to provide the community an
opportunity to review the concept designs and provide input. Please provide creative methods used to engage
the community on needs and priorities while keeping the project on schedule. i.e. workshops, online polls.
Deliverables shall include up to three (3) schematic concept designs, with a minimum of six (6)
perspective drawings/renderings for each the following: exterior from Civic Center Dr., main level
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book stacks, kid’s area, teen space, Santa Ana History Room and east entrance from exterior for
fundraising and use in presentations to potential library donors, would also be required.
Final Concept shall be approved by City Staff
Task 3: Design Development (50% plans)
Design development will involve the schematic development of plans based on the approved conceptual design
plan, which shall include but is not limited to survey, civil design, geotechnical investigation and report (for
soils analysis), infiltration testing,, architectural design, landscape architectural design, structural design,
interior design, furniture selection, electrical engineering, mechanical and plumbing engineering, draft
technical specifications and “opinion of estimated cost’.
Deliverables shall include a 50% set of plans, including site section studies, draft specification,
“Opinion of Probable Cost”.
Task 4: Construction Documents (90% and 100% plans)
Construction Documents (CDs) shall include finalizing approved deliverables from the Design Development
phase. This includes the provision of detailed engineering and construction drawings that will serve as the basis
for both bidding and construction by a general contractor.
Deliverables shall include 90% and 100% plans, structural calculations, CASP report, final technical
specifications, finalized “Opinion of Probable Cost”. 100% plans will go through a constructability
review that could lead to comments and recommendations that should also be addressed and completed
as part of this deliverable.
Plans: Plans shall include, but are not limited to the following:
Title Sheet
Civil Engineering
o Site Erosion Plan
o Parking lot along Ross Street with Access Control (parking meters, gate, bollards, etc.)
o Horizontal and Vertical Control Plan
o Grading And On-Site Drainage Plan
o Site Utility Plan
Landscape Architectural
o Site Layout/Construction Plans And Details (including plumbing)
o Site Sections, as applicable
o Planting Plans/Details/Notes
o Irrigation Plans/Details/Calculations/Notes
Architectural
o Demolition Plans (Basement, 1st, & 2nd Floors)
o Construction Plans (Basement, 1st, & 2nd Floors)
o Reflected Ceiling Plans (Basement, 1st, & 2nd Floors)
o Furniture Plans (Basement, 1st, & 2nd Floors)
o Exterior Elevations
o Interior Elevations
o Mechanical and Plumbing Plans/T-24
o Electrical Plans, as applicable
o Architectural Details
o Structural Calculations
o Door/Window/Finish Schedules, as applicable
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o ADA Path of Travel design and/or signage Plan
Structural Engineering
o Structural Design and Detailing
Mechanical Engineering & Plumbing
Electrical Engineering
o Electrical Site Plan to include walkway/parking lot lighting, irrigation.
o Photometrics.
o Location of panels, switchgear, meters
o Schedules
o Details
o Notes, specifications
Plan Check & Permits:
Construction drawings shall be in accordance with the 2019 California Building Code and will require
review/approval by the City Planning and Building Agency. Additionally, this would be subject to review by
the Historic Resources Commission.
Historic Resources Commission (HRC)
Pursuant to our Historic Ordinance, major exterior modifications to a historic structure requires the approval of
the HRC through a duly noticed public hearing and issuance of a Certificate of Appropriateness. Therefore, the
property owner would need to apply for a Historic Exterior Modification Application (HEMA). The cost for
this application is $2,348.83.
Prior to presenting the application to the HRC city staff will ensure that any proposed exterior modifications
are consistent with the Secretary of Interior’s Standards for rehabilitation and consistent with our Historic
Ordinance. Staff recommends the proposal identify a historic consultant to provide a compliance statement
ensuring consistency with the standards. This compliance statement would help streamline the review process
and help with staff recommendation for approval.
The timeframe for the HEMA will also vary as we only have four regularly scheduled HRC meetings
throughout the year (January, April, July, and October). It will be important to coordinate this effort proactively
with the Planning department staff to determine the submittal deadline for the next available HRC meeting.
As a condition of plan check approval, plans, specifications and structural calculations must be signed by a
California licensed architect / landscape architect /civil engineer/structural engineer as appropriate.
Additionally, the architect will be encouraged to identify their historic consultant to address questions and
concerns related to the historical preservation of the building. Plans shall be organized so that they can be
segregated cleanly for distribution to the various plan checking entities.
Construction drawings shall be submitted at 90% completion for review by Public Works CIP Engineering and
Santa Ana Zoo staff and revised per their comments. The 100% complete construction drawing package will
then be submitted for final City review to the following City Agencies:
Library Services Agency
Planning and Building Agency
Historic Resources Commission
Public Works Agency CIP Engineering Division
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The Public Works Agency Project Manager will coordinate the submittal and review process. Once complete,
the consultant will revise the Contract Documents
Technical Specifications
Technical specifications for all components listed above shall be provided by Consultant, or their Sub-
consultants, to the City in CSI (Construction Specifications Institute) format. Consultant shall coordinate
language between the general and technical specifications to ensure conflicts are minimized. City Staff will
combine these specifications with the City Boiler Plate which together, will become the Project Manual.
Final Opinion of Probable Cost
Consultant shall provide updated opinion of probable construction cost which shall reflect finalized plans,
materials, systems, details of construction, and known or anticipated changes in the bidding market relative to
the project. Should project scope exceed available budget, project plans/specifications will be phased as
appropriate.
Task 5: Bid Advertisement, Construction Administration, Record Drawings:
Bid Advertisement
Consultant shall provide support to the City during the Bidding phase by assisting with questions,
requests for information/clarification, or conflicts arising out of the bidding process. Consultant shall
also attend pre-bid meeting, if scheduled.
Construction Administration
Consultant shall provide support to the City during the Construction Administration phase by assisting
with questions, requests for information/clarification, and/or reviewing submittals.
Record Drawings / As-built Plans:
Upon construction completion, consultant shall incorporate as-built information, as provided by
the General Contractor, into the drawing files to provide record drawings for City archives.
Fee Proposal:
In addition to Section IV.B.3 (Submittal Requirements: Fee Proposal) fee schedule shall be structured to
correspond to the above mentioned tasks as follows:
Task 1: Pre-Design
Task 2: Concept Design
Task 3: Design Development
Task 4: Construction Documents
Task 5: Bid Advertisement, Construction Administration, Record Drawings
Total Fee: _____________
Fee schedule for each task should include an hourly breakdown that corresponds to the task total.
City Responsibilities
The City will be responsible for the following items:
Provision of available plans and existing documentation on file.
Provision of electronic design file with City title block and title sheet (24" x 36")
Provision of standard City boilerplate specifications.
Acting as liaison with the appropriate decision making bodies, as necessary.
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Coordination and processing of plans and documents with governmental agencies having
jurisdiction over the project.
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Non-Fed Funding (6.1.2020)
Appendix
ATTACHMENT 2
STANDARD AGREEMENT
THIS AGREEMENT is made and entered into this ___ day of ___________, 2021 by and between
__________________________ (“Consultant”), and the City of Santa Ana, a charter city and
municipal corporation organized and existing under the Constitution and laws of the State of
California (“City”).
RECITALS
A. The City desires to retain a consultant having special skill and knowledge in the field of:
B. Consultant represents that Consultant is able and willing to provide such services to the
City.
C. In undertaking the performance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this
Agreement will be performed in compliance with such standards as may reasonably be
expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform during the term of this Agreement, the tasks and obligations
including all labor, materials, tools, equipment, and incidental customary work required to fully
and adequately complete the services described and set forth in Scope of Services - Exhibit A,
attached hereto and incorporated by reference.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services for
City, the rates and charges identified in Compensation - Exhibit B. The total amount
to be expended under this Agreement shall not exceed $______ during the term of this
Agreement, including any extension periods exercised under Section 3.
b. Payment by City shall be made within 45 days (forty-five) days following receipt of
Library renovation for the Santa Ana Library.
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Non-Fed Funding (6.1.2020)
proper invoice evidencing work performed, subject to City accounting procedures.
Payment need not be made for work which fails to meet the standards of performance
set forth in the Recitals which may reasonably be expected by City.
3. TERM
This Agreement shall commence on the date first written above for a ________________
with the option for the City to grant up to a _________________ renewals, exercisable by a writing
by the City Manager and the City Attorney, unless terminated earlier in accordance with Section
16, below.
4. PREVAILING WAGES
Consultant is aware of the requirements of California Labor Code Section 1720, et seq.,
and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq.,
(“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the
performance of other requirements on “public works” and “maintenance” projects. If the services
being performed are part of an applicable “public works” or “maintenance” project, as defined by
the Prevailing Wage Laws, and the total compensation is $1,000 or more, Consultant agrees to
fully comply with such Prevailing Wage Laws. Consultant shall defend, indemnify and hold the
City, its elected officials, officers, employees and agents free and harmless from any claim or
liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
5. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an
independent contractor and not an employee of the City. This Agreement is not intended nor shall
it be construed to create an employer-employee relationship, a joint venture relationship, or to
allow the City to exercise discretion or control over the professional manner in which Consultant
performs the services which are the subject matter of this Agreement; however, the services to be
provided by Consultant shall be provided in a manner consistent with all applicable standards and
regulations governing such services. Consultant shall pay all salaries and wages, employer's social
security taxes, unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
6. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or
caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant
shall require all subcontractors to agree in writing that City is granted a non-exclusive and
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
EXHIBIT - B
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Non-Fed Funding (6.1.2020)
Documents & Data. Consultant makes no such representation and warranty in regard to
Documents & Data which were provided to Consultant by the City. City shall not be limited in
any way in its use of the Documents and Data at any time, provided that any such use not within
the purposes intended by this Agreement shall be at City’s sole risk.
7. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall maintain
and shall require its subcontractors, if any, to obtain and maintain insurance as described below:
a. Commercial General Liability Insurance. Consultant shall maintain commercial
general liability insurance naming the City, its officers, employees, agents,
volunteers and representatives as additional insured(s) and shall include, but not be
limited to protection against claims arising from bodily and personal injury,
including death resulting therefrom and damage to property, resulting from any act
or occurrence arising out of Consultant’s operations in the performance of this
Agreement, including, without limitation, acts involving vehicles. The amounts of
insurance shall be not less than the following: single limit coverage applying to
bodily and personal injury, including death resulting therefrom, and property
damage, in the total amount of $1,000,000 per occurrence, with $2,000,000 in the
aggregate. Such insurance shall (a) name the City, its officers, employees, agents,
and representatives as additional insured(s); (b) be primary and not contributory
with respect to insurance or self-insurance programs maintained by the City; and
(c) contain standard separation of insureds provisions.
b. Business automobile liability insurance, or equivalent form, with a combined single
limit of not less than $1,000,000 per occurrence. Such insurance shall include
coverage for owned, hired and non-owned automobiles.
c. Worker’s Compensation Insurance. In accordance with the provisions of Section
3700 of the Labor Code, Consultant, if Consultant has any employees, is required
to be insured against liability for worker’s compensation or to undertake self-
insurance. Prior to commencing the performance of the work under this
Agreement, Consultant agrees to obtain and maintain any employer’s liability
insurance with limits not less than $1,000,000 per accident.
d. If Consultant is or employs a licensed professional such as an architect or engineer:
Professional liability (errors and omissions) insurance, with a combined single limit
of not less than $1,000,000 per claim with $2,000,000 in the aggregate.
e. The following requirements apply to the insurance to be provided by Consultant
pursuant to this section:
i. Consultant shall maintain all insurance required above in full force and
effect for the entire period covered by this Agreement.
ii. Certificates of insurance shall be furnished to the City upon execution of
this Agreement and shall be approved by the City.
iii. Certificates and policies shall state that the policies shall not be canceled or
reduced in coverage or changed in any other material aspect without thirty
(30) days prior written notice to the City.
EXHIBIT - B
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iv. Where the amounts or coverage provided by the certificates of insurance
provides coverage greater than those listed by this Agreement, the amounts
provided by the certificates of insurance shall be incorporated by reference
into the Agreement.
v. Consultant shall supply City with a fully executed additional insured
endorsement.
f. If Consultant fails or refuses to produce or maintain the insurance required by this
section or fails or refuses to furnish the City with required proof that insurance has
been procured and is in force and paid for, the City shall have the right, at the City’s
election, to forthwith terminate this Agreement. Such termination shall not affect
Consultant’s right to be paid for its time and materials expended prior to notification
of termination. Consultant waives the right to receive compensation and agrees to
indemnify the City for any work performed prior to approval of insurance by the
City.
8. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers,
agents, employees, contractors, special counsel, and representatives from liability: (1) for personal
injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for
personal injury, including death, and claims for property damage, which may arise from the
negligent operations of the Consultant, 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
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.
9. 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.
10. RECORDS
EXHIBIT - B
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Consultant shall keep records and invoices in connection with the work to be performed
under this Agreement. Consultant shall maintain complete and accurate records with respect to
the costs incurred under this Agreement and any services, expenditures, and disbursements
charged to the City for a minimum period of three (3) years, or for any longer period required by
law, from the date of final payment to Consultant under this Agreement. All such records and
invoices shall be clearly identifiable. Consultant shall allow a representative of the City to
examine, audit, and make transcripts or copies of such records and any other documents created
pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all
work, data, documents, proceedings, and activities related to this Agreement for a period of three
(3) years from the date of final payment to Consultant under this Agreement.
11. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such
information is reasonably understood to be confidential and/or proprietary, Consultant agrees that
it shall not use or disclose such information except in the performance of this Agreement, and
further agrees to exercise the same degree of care it uses to protect its own information of like
importance, but in no event less than reasonable care. “Confidential Information” shall include all
nonpublic information. Confidential information includes not only written information, but also
information transferred orally, visually, electronically, or by other means. Confidential
information disclosed to either party by any subsidiary and/or agent of the other party is covered
by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any
information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the
Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant
without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e)
is independently developed by the Consultant without reference to information disclosed by the
City.
12. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct
or indirect, which would conflict in any manner with performance of services specified under this
Agreement.
13. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, 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.
14. EXCLUSIVITY AND AMENDMENT
EXHIBIT - B
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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.
15. 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 consultants retained by City.
16. 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.
17. 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.
18. JURISDICTION - VENUE
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Non-Fed Funding (6.1.2020)
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be
determined and governed by the laws of the State of California. Both parties further agree that
Orange County, California, shall be the venue for any action or proceeding that may be brought or
arise out of, in connection with or by reason of this Agreement.
19. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder
and required by the laws and regulations of the United States, the State of California, the City of
Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and
in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and
exemptions. Said inability shall be cause for termination of this Agreement.
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.
21. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement
shall be in writing and shall be deemed to be properly given if delivered in person or mailed by
first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in
the manner provided in this Section, to the following persons:
To City:
Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
With courtesy copies to:
Nabil Saba
Executive Director, Public Works Agency
City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, California 92702
EXHIBIT - B
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Non-Fed Funding (6.1.2020)
To Consultant:
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.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first
above written.
ATTEST: CITY OF SANTA ANA
Daisy Gomez Kristine Ridge
Clerk of the Council City Manager
APPROVED AS TO FORM:
SONIA R. CARVALHO CONSULTANT:
City Attorney
By:
John Funk
Sr. Assistant City Attorney (title)
Tax ID#
RECOMMENDED FOR APPROVAL:
Nabil Saba
Executive Director
Public Works Agency
First & Last Name
Title
Consultant Firm Name
Address
City, State, Zip
Fax:
(name)
(title)
EXHIBIT - B
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EXHIBIT A
SCOPE OF SERVICES
EXHIBIT - B
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EXHIBIT B
COMPENSATION
Fee Proposal including hourly rates if applicable
EXHIBIT - B
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 an yone 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
Subscribed and sworn to (or affirmed) before me on this day of , 20 , by
before me.
, proved to me on the basis of satisfactory evidence to be the person(s) who appeared
Notary Public Signature Notary Public Seal
EXHIBIT - B
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
Signed and Printed Name:
Title
Date
EXHIBIT - B
The undersigned consult ant 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 emplo yees are treated during employment without, regard to
their race, color, reli gion, sex, or national origin. Such action shall include, but not be limited to, the
following: emplo yment, upgrading, demotion, or transfer; recruitment or recruitment advertising;
layoff or termination; rates of pa y 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 emplo yment, notices to be provided setting forth the provisions of this
nondiscrimination clause.
2. The Consultant shall, in all solicitations or advertisements for emplo yees placed b y 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 b y the administering agenc y
and the Secretar y 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 an y 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 federall y 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 Secretar y of Labor, or as otherwise provided by law.
7. The Consultant shall include the portion of the sentence immediatel y preceding paragraph (1) and
the provisions of paragraphs (1) through (7) in ever y subcontract or purchase order unless exempted
EXHIBIT - B
by rules, regulations, or orders of the Secretar y 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 agenc y 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 agenc y, 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 b y 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, ancestr y, physical handicaps, mental condition, marital status, or
sex of such persons, except as provided in Section 1420, and any consultant of public works violating
this Section is subject to all the penalties imposed for a violation of the Chapter.
Signed:
Title:
Firm:
Date:
EXHIBIT - B
Appendix
ATTACHMENT 4
AS-BUILT PLANS
Please see attached below.
EXHIBIT - B
EXHIBIT - B
Santa Ana Library Renovation
Proposal |16 November 2021
EXHIBIT C - PROPOSAL
P2021-980
EXHIBIT C - PROPOSAL
TAB 1 — STATEMENT OF QUALIFICATIONSEXHIBIT C - PROPOSAL
EXHIBIT C - PROPOSAL
m:\proposals\2021\980 santa ana library\proposal\1-0 l21-sal.docx
G R O U P 4
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A R C H I T E C T
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A R C H I T E C T
D A V I D S C H N E E
A R C H I T E C T
A N D R E A G I F F O R D
A R C H I T E C T
C A R O L Y N C A R L B E R G
A R C H I T E C T
G A R Y C H I N G
A R C H I T E C T
H A R D I N G D O W E L L
A R C H I T E C T
J I L L E Y R E S
A R C H I T E C T
D A N I E L L A R O S S A
A R C H I T E C T
W I L L I A M L I M
A R C H I T E C T
T E R E S A R O M
A R C H I T E C T
15 November 2021
Jason Gabriel, Principal Civil Engineer
CITY OF SANTA ANA
20 Civic Center Plaza, M-36
Santa Ana CA 92701
Re: SANTA ANA LIBRARY RENOVATION
Dear Mr. Gabriel and Members of Evaluation Committee:
Group 4 Architecture, Research + Planning, Inc. is pleased to submit this proposal for
architectural, engineering, and interior design services for the renovation of Santa Ana’s
historic Main Library. This project represents a significant opportunity to upgrade this
cherished building for 21st century library service while restoring its original character and
strengthening its links to Santa Ana’s community history.
The Group 4 team brings decades of design experience with forward-looking, beautiful,
and sustainable community projects – including modern libraries in historic mid-century
structures. Recent examples include our award-winning restoration and sensitive expansion
of Palo Alto’s historic Main Library; our revitalization of the Georgina Cole Library in
Carlsbad; and our expansion of Dayton’s original Main Library into a 21st century
destination for culture, creativity, and community. In each case, our designs preserve and
celebrate the character of the original buildings while providing vibrant, flexible, and
technology-rich spaces for 21st century library programming.
Our proposed Group 4 key personnel collaborated on each of these and other relevant
projects such as the multiple award-winning Yorba Linda Library and Cultural Arts Center.
Principal-in-charge David Schnee has led the design of dozens of library design projects
nationwide, and will ensure that City, Library, and community goals are realized. Andrea
Gifford will bring her deep understanding of libraries and great sense of style to the
conceptual design and interior transformations. Orange County native Jonathan Hartman
will oversee the technical integration of modernized infrastructure and proven sustainable
design strategies with sensitive restoration of the building’s character-defining features.
We are also pleased to propose a talented and experienced team of engineers and specialty
consultants for the Santa Ana Library renovation project. Consulting preservation
architects Page & Turnbull bring unparalleled experience with historic structures,
including the Old Orange County Courthouse in Santa Ana and the transformation of
Riverside’s original mid-century Main Library into a new museum.
Luci Creative utilizes an amazing experiential design approach that will bring to SAPL
next generation children’s library spaces. Their custom installations for Group 4’s Spokane
Central Library and branches celebrate local cultures and landmarks with constructive,
imaginative, and large motor play.
EXHIBIT C - PROPOSAL
Jason Gabriel, Principal Civil Engineer Page 2
KPFF (structural and civil), TBD Consultants (cost), and Smith, Fause & McDonald
(acoustics, AV, and security) all were core members of the Yorba Linda Library design
team.
Our team brings great value to the Santa Ana Main Library renovation project.
LIBRARY INNOVATON: The Group 4 team brings unparalleled design experience
with dozens of library projects throughout California and across the nation, including
historically significant libraries both large and small. Our award-winning portfolios
encompass renovations, expansions, and interior makeovers as well as new
construction.
PRESERVATION EXCELLENCE: We see the mid-century architectural legacy as
a unique and treasured resource that reinforces a unique sense of place and pride. We
can make this an asset that enhances the library customer experience for longtime
Santa Ana residents and newcomers alike.
PARTNERSHIP FOR SUCCESS: Group 4 is renowned for its ability to collaborate
with City staff, commissions, and city councils to achieve and deliver projects of the
greatest value. We have helped our clients obtain more than $2 billion in new library
funding through support of capital campaigns, ballot measures and grants. We will
work with Santa Ana to apply for significant grants from the California Building
Forward library grant program to further enhance the project.
We recognize this is a very important project for the City of Santa Ana, the Santa Ana
Public Library, and the Santa Ana community – and the Group 4 team is prepared to make
an extraordinary commitment to its success. We look forward to the opportunity to review
our qualifications, proposal, and interest in this project with you.
Sincerely,
GROUP 4 ARCHITECTURE, RESEARCH + PLANNING, INC.
David Schnee, Principal Jonathan Hartman, Principal Andrea Gifford, Principal
415-845-0916 650-766-6248 650-871-0709
dschnee@g4arch.com jhartman@g4arch.com agifford@g4arch.com
All signers above are authorized to bind Group 4. David Schnee is the sole point of contact with
the greatest knowledge concerning the required service operations and contractual matters,
including payment of all charges resulting from the Agreement. We have reviewed the City’s
sample Agreement and would appreciate the opportunity to discuss some minor modifications with
the City. We acknowledge receipt of Addendum 1 dated October 22, 2021.
EXHIBIT C - PROPOSAL
3 GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCEGROUP 4 ARCHITECTURE RESEARCH + PLANNING
Group 4 is a full-service architecture firm dedicated to creating
vibrant public places that cultivate dynamic communities.
Since 1974, our inspired and talented staff has provided quality
services to public clients and the cities, counties, and districts
they serve. Our distinctly inclusive design process engages
staff, stakeholder, and citizens in shaping the future of their
communities.
Exceeding our clients’ expectations for facilities that reflect and
celebrate their vision of community is a key reason behind our
project success. We are proud of the long-term relationships
we build with our clients through excellence in design and
planning.
Our staff includes licensed architects, planners, interior
designers, and technical and construction support specialists.
Based in South San Francisco CA, Group 4 has satellite offices in
Lexington KY, Philadelphia PA, and Seattle WA. We are active in
professional organizations such as the Urban Libraries Council,
the California Library Association, ALA, PLA, NEXT Library, the
American Institute of Architects, and the Environmental Design
Research Association.
Group 4 Architecture, Research + Planning, Inc.
David Schnee, Principal
211 Linden Avenue, South San Francisco, CA 94080
(415) 845-0916 | dschnee@g4arch.com
Group 4’s headquarters is in the old Royal Theatre
building, built a century ago in thriving downtown
South San Francisco. Our office is less than 10
minutes from San Francisco International Airport
and it is a short flight to Santa Ana.
EXHIBIT C - PROPOSAL
4 GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCELEADERSHIP IN PUBLIC LIBRARY DESIGN
Group 4 is a leader in the planning and design of public libraries,
with experience on hundreds of libraries nationwide. Libraries
are community destinations for learning, collaboration, and
civic engagement, with ample space for people and programs
as well as resources and technology. We have designed small
branches, large main libraries, and all sizes in between. In
addition to new construction, our library design portfolio
includes historic building expansions and adaptive reuse
projects – all of which became modern, flexible, and sustainable
libraries that will serve their communities well into the future.
As buildings that will serve their communities for decades,
modern libraries are designed to be highly flexible and
adaptable for changing needs and services over time. Group 4
employs strategies such as raised flooring for conditioned air
distribution and reconfigurable power, furniture with casters,
and collaboratively developed space adjacency studies to
ensure that facilities remain flexible enough to serve their
communities for decades to come. These kinds of strategies
also helped our clients stay agile and resilient during COVID;
for example, furniture could be easily moved and rearranged
for safe social distancing.
EXHIBIT C - PROPOSAL
5 GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCEWe work with our clients to design highly functional and
operationally efficient libraries that streamline workflow,
integrate public- and staff-side technology, and empower
customers to manage their own library experience through
self-service and clear wayfinding. We also promote the ability
to operate libraries in multiple modes that extend hours of
service and better serve community needs.
Many of Group 4’s library designs have received honors from
professional organizations and the design community, as well as
enthusiastic praise from library staff and community members.
EXHIBIT C - PROPOSAL
6 GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCEWORK WITH HISTORICALLY SIGNIFICANT BUILDINGS
Renovation and expansion of important historic buildings is a significant part of
Group 4’s practice. We have worked creatively and sensitively on dozens of historically
significant structures. We bring a creative approach to renovating cherished community
buildings based on extensive successful experience. Examples include:
▪For Palo Alto’s original Main Library, we paired the historic Edward Durell Stone
structure with a contemporary new wing. Design details in the award-winning new
building, such as a dynamic sunshade at the community room, were inspired by
the distinctive elements of the original building.
▪Our remodeling and expansion of the 1930 Burlingame Library is recognized as
the centerpiece of the community and was featured on the cover of American
Libraries as “the jewel of Burlingame.”
▪Our new Milpitas Public Library incorporates a 1916 school building for use as
learning and community spaces, creating a focal point of learning and culture for
the North Main Street neighborhood. The new north wing created a new plaza
and seamlessly accessible entry into the library, and also enabled the formal steps
of the grammar school building to remain rather than be modified with ramps.
▪We designed the transformation of a historic mid-century manufacturing warehouse
into the LEED-NC Platinum Environmental Innovation Center — a showcase for
the City of San Jose’s Green Vision. The project features retail and R&D tenant
spaces, co-working offices and conference space for City and partner use, and
Santa Clara County’s newest household hazardous waste collection facility.
The new north wing
of the Milpitas Library
(above) created a
new entry plaza and
barrier-free access
into the library. This
enabled the formal
steps of the historic
grammar school
building to remain
in their original
state rather than be
modified with ramps.
EXHIBIT C - PROPOSAL
7 GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCECOMMITMENT TO SUSTAINABLE DESIGN
Sustainable design for Group 4 is a holistic concept: we believe
that successful green architecture not only minimizes harmful
ecological impacts, but also serves the client for decades to
come by uniting functional, aesthetic, and operational project
requirements. Our Group 4 team members are leaders in
environmentally responsible and sustainable design. Our
design portfolio includes zero-net-energy (ZNE) projects as
well as LEED-certified projects at all levels.
We work with our clients to choose the optimal level of
sustainable design and LEED certification. We use goal-setting
exercises and apply life cycle cost methodologies to determine
the best strategies that fit within a balance of first time capital
budget and long-term operating budget.
Our award-winning expansion of the historic Main Library in
Palo Alto achieved LEED-NC Silver certification as well as local
and state recognition for excellence in historic design and
preservation. Our LEED-NC Platinum Mitchell Park Library and
Community Center was named a New Landmark Library by the
Library Journal in recognition of its comprehensive sustainable
design, including its innovative partnership model for programs
and operations.
Rinconada Library, Palo Alto
LEED-NC Silver; AIA San Mateo Honor Award;
California Preservation Fdn. Preservation Award;
PAST Institutional Restoration & Remodel Award;
APWA Silicon Valley Project of the Year;
ASHRAE Golden Gate Chapter First Place Award;
EXHIBIT C - PROPOSAL
8 GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCECITY OF SANTA ANA
David Schnee
Principal-in-Charge
Andrea Gifford
Principal Designer; Principal PM
Jonathan Hartman
Principal Architect
GROUP 4
SANTA ANA
PUBLIC
LIBRARY
SUBCONSULTANTS
PAGE & TURNBULL
Historic
LUCI CREATIVE
Children’s Thematics
TERRAIN INTEGRATION
Landscape Design
TBD CONSULTANTS
Cost Consulting
KPFF CONSULTING ENGINEERS
Structural
Civil
MEP CALIFORNIA
MEP/Fire
NINYO & MOORE
Geotech
SMITH, FAUSE & McDONALD
Acoustics, AV, Security
INTRODUCTION TO THE TEAM
Our proposed key personnel for the renovation of the Santa
Ana Main Library include Group 4 leadership and senior staff
who bring extensive experience in library design, working with
historically significant structures, and delivering well-managed
projects for public clients.
▪David Schnee AIA LEED AP will oversee the design team
as principal-in charge. David is an award-winning public
library architect whose vision, creativity, and commitment
to modern, beautiful, and sustainable public buildings will
guide the revitalization of Altadena’s libraries. David will
commit approximately 35% of his time to this project.
▪Andrea Gifford RA LEED will be the principal project
manager and library design lead, including programming,
interiors, and FFE. Andrea has developed designs for
many award-winning, historically significant libraries and
other cherished community buildings. Andrea will commit
approximately 30% of her time to this project.
▪Jonathan Hartman RA LEED will lead the technical design
and improvements to the site and building. Jonathan
brings deep experience incorporating modern systems
and sustainable design strategies into historic structures.
Jonathan will commit approximately 25% of his time to this
project.
Resumes for proposed Group 4 key architectural personnel
appear on the following pages, along with resumes and
information about our proposed consultant team members,
who are listed in the organization chart at left.
EXHIBIT C - PROPOSAL
GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCEDAVID SCHNEE a i a l e e d
PRINCIPAL-IN-CHARGE / DESIGN DIRECTOR
David Schnee has led the design of innovative, forward-
thinking, and beautiful libraries across the country, from
small branches to large, complex main libraries. He led the
design of the expansion of the Dayton Main Library, which
transformed a mid-century modern building into a community-
wide destination for 21st century library service. He also was
the principal-in-charge for the award-winning new Yorba Linda
Library and Cultural Arts Center.
EDUCATION AND REGISTRATION
Master of Architecture, University of California, Berkeley
Master of City Planning, University of California, Berkeley
Bachelor of Architecture, Cornell University
Registered Architect, State of California, C27893
LEED Accredited Professional bd+c
REPRESENTATIVE PROJECTS
Yorba Linda Library and Cultural Arts Center
▪Principal-in-Charge and Design Director for new library
and community recreation center campus.
Dayton Main Library Expansion
▪Library Design Lead for multiple projects in its citywide
capital program, including the award-winning Main Library
expansion (with LWC Inc.).
Spokane Public Library
▪Principal-in-Charge and Library Design Lead for design
of four libraries, including revitalization of the downtown
Central Library and expansion of the Shadle Branch (with
Integrus Architecture).
Milpitas Library
▪Design Principal for award-winning expansion of historic
1916 grammar school building into 60,000 SF public library
branch.
Oakland 81st Avenue Branch Library
▪Principal-in-Charge and Design Director for LEED-
NC Gold joint-use 21,000 SF library with co-located
elementary schools.
Olathe Public Library Indian Creek Branch
▪Library Design Lead for adaptive reuse of retail building
into award-winning 45,000 SF branch library (with Gould
Evans).
San Lorenzo Library
▪Principal-in-Charge and Design Director for expansion and
modernization of a 40-year-old library to a 19,500 SF library.
Walnut Creek Library
▪Design Director for new LEED-NC Gold 42,000 SF
downtown library with multi-use and flexible spaces.
David Schnee — 23 years with Group 4
Dayton Main Library
AIA Dayton Honor Award
Shadle Library Expansion
with Luci Creative
EXHIBIT C - PROPOSAL
GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCEJONATHAN HARTMAN r a l e e d
PRINCIPAL ARCHITECT
Jonathan Hartman leads Group 4’s technical design and
construction administration team, helping clients and designers
evaluate and incorporate innovative and proven sustainable
design elements on complex public projects such as the
multiple award-winning Yorba Linda Library and Cultural Arts
Center; LEED Platinum Mitchell Park Library and Community
Center in Palo Alto; and LEED Platinum Environmental
Innovation Center in San Jose. His projects are characterized
by excellent budget and schedule performance, and he builds
effective and collaborative partnerships with consultant and
construction teams.
EDUCATION AND REGISTRATION
Master of Architecture, University of California, Berkeley
Bachelor of Architecture, Cal Poly Pomona
Registered Architect, State of California, C30361
LEED Accredited Professional bd+c
REPRESENTATIVE PROJECTS
Palo Alto City Library Rinconada Library
▪Principal architect for the 26,000 SF renovation + 4,000
SF expansion of a historic midcentury library by Edward
Durell Stone.
Palo Alto Mitchell Park Library and Community Center
▪Principal architect for new LEED-NC Platinum 56,000
SF joint-use facility replacing small, separate library and
community center facilities.
Yorba Linda Library and Cultural Arts Center
▪Principal architect for new library and community
recreation center campus.
San Jose Environmental Innovation Center
▪Senior architect for transformation of historically
significant warehouse into new LEED-NC Platinum
research, development, and demonstration facility for
energy conservation and sustainable design.
Carlsbad Cole and Dove Library Renovations
▪Principal architect for renovation of City’s main library and
a mid-century modern branch.
Anaheim Euclid and Sunkist Branch Renovations
▪Principal architect for renovation of two branch libraries.
Burlingame Recreation Center
▪Principal architect for new NZE community recreation
center in Washington Park.
West Sacramento Community Center
▪Senior architect for new LEED-NC Gold community center.
Rinconada Library Expansion, Palo Alto
California Preservation Foundation Award
PAST Institutional Restoration Award
AIA San Mateo County Honor Award
APWA Silicon Valley Project of the Year
ASHRAE Golden Gate First Place Award
Jonathan Hartman — 18 years with Group 4
Yorba Linda Library + Cultural Arts Center
ENR Best Project Award
ASCE Orange County Outstanding Project
APWA Southern California BEST Award
EXHIBIT C - PROPOSAL
GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCEANDREA GIFFORD r a l e e d
PRINCIPAL / DIRECTOR OF INTERIORS
Andrea Gifford is instrumental in the transformation of projects
from architectural vision to articulated buildings aligned with
client and community goals. Andrea has a keen understanding
of functional building use, fluid user circulation, and simple
aesthetic design solutions. She has developed unique and
elegant designs for many award-winning projects. The Library
Journal has featured Andrea’s work on numerous occasions,
including a new branch of the Chula Vista Public Library in a
“Best of the Past and Present” libraries feature and the Mitchell
Park Library & Community Center which was named a “New
Landmark Library.”
EDUCATION AND REGISTRATION
Bachelor of Science, Architectural Studies, University of
Illinois, Urbana-Champaign
Registered Architect, State of California, C32830
LEED Accredited Professional id+c
REPRESENTATIVE PROJECTS
Yorba Linda Library and Cultural Arts Center
▪Interior designer for new library and community recreation
center campus.
Palo Alto Rinconada Library
▪Interior design for the 26,000 SF renovation + 4,000 SF
expansion of a historic midcentury library by Edward
Durell Stone.
Palo Alto Mitchell Park Library and Community Center
▪Interior designer for award-winning new 56,000 SF joint-
use library and community center.
Milpitas Library
▪Interior designer for award-winning expansion of historic
1916 grammar school building into 60,000 SF public
library branch.
Olathe Public Library Indian Creek Branch
▪Programming and interior design for award-winning
45,000 SF branch library (with Gould Evans).
Dayton Main Library
▪Programming and interior design for expansion of Main
Library and four other Phase 1 projects in DML’s capital
program.
San Lorenzo Library
▪Interior design for modernization and expansion of a 1960s
library to 9,500 SF.
Yuba County Library Renovation
▪Designer for modernization of a 45-year-old library including
accessibility, life cycle maintenance, and library service model
upgrades.
Andrea Gifford — 21 years with Group 4
San Pablo Library
APWA N. California Public Works Project of the Year
Indian Creek Library, Olathe KS
AIA Central States Honor Award
AIA San Mateo County Honor Award
EXHIBIT C - PROPOSAL
GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCEFIRM PROFILE
Page & Turnbull is interested in the intersection
between the built environment we have inherited
and the way we live now. Our mission is to imagine
change within historic environments through
design, research, and technology.
Page & Turnbull was one of the first architecture firms in California to
dedicate our practice to historic preservation and we are among the
longest-practicing such firms in the country. We approach projects with
imagination and flexibility and are committed to the conservation of
significant resources—where these resources can be made to function for
present and future needs. Our services are oriented to our clients’ needs
and budget. All our professional staff meet or exceed the Secretary of the
Interior’s Historic Preservation Professional Qualification Standards.
ARCHITECTURAL DESIGN SERVICES We emphasize the re-use of existing
buildings and the thoughtful application of new design. Solutions for
new construction respect existing architectural values and the context
of neighboring structures. When analyzing buildings we are skilled in
the assessment and treatment of the most significant architectural and
historical spaces and elements. We welcome the challenge of solving
problems of repair, seismic strengthening, and integrating new systems.
PLANNING & RESEARCH Everything we do begins with a deep
understanding of historic and cultural resources. The Cultural Resources
Studio completes evaluations for historic significance, Historic Structure
Reports, National and California Register nominations, Section 106 and
California Environmental Quality Act (CEQA) clearance, Historic American
Buildings Surveys, Historic Building Preservation and Maintenance Plans
and a variety of surveys, studies and planning reports. Many of these are
for repeat clients such as the National Park Service, California Department
of Parks & Recreation and the University of California.
PRESERVATION TECHNOLOGY The work of this studio ranges from
condition surveys to materials analysis, sequential dating, and adding to
the historical record by uncovering the buried work of early craftspersons.
AT-A-GLANCE
LEGAL NAME OF FIRM
Page & Turnbull, Inc.
OFFICES
Los Angeles, Sacramento,
San Francisco
HEADQUARTERS
170 Maiden Lane, 5th Floor
San Francisco, CA 94108
415.362.5154
SIZE
47 full-time employees
ESTABLISHED / INCORPORATED
1973 / 1975
PRIMARY EXPERTISE
Architectural Design, Historic
Preservation, Historic Architecture,
Planning & Research, Preservation
Technology, Materials Conservation,
Urban Planning
CERTIFICATIONS
State of California Small Business
Small Business Enterprise (LA and LA
Harbor)
Other Business Enterprise (LA)
WEBSITE
www.page-turnbull.com
FIRM PROFILE
Page & Turnbull is interested in the intersection
between the built environment we have inherited
and the way we live now. Our mission is to imagine
change within historic environments through
design, research, and technology.
Page & Turnbull was one of the first architecture firms in California to
dedicate our practice to historic preservation and we are among the
longest-practicing such firms in the country. We approach projects with
imagination and flexibility and are committed to the conservation of
significant resources—where these resources can be made to function for
present and future needs. Our services are oriented to our clients’ needs
and budget. All our professional staff meet or exceed the Secretary of the
Interior’s Historic Preservation Professional Qualification Standards.
ARCHITECTURAL DESIGN SERVICES We emphasize the re-use of existing
buildings and the thoughtful application of new design. Solutions for
new construction respect existing architectural values and the context
of neighboring structures. When analyzing buildings we are skilled in
the assessment and treatment of the most significant architectural and
historical spaces and elements. We welcome the challenge of solving
problems of repair, seismic strengthening, and integrating new systems.
PLANNING & RESEARCH Everything we do begins with a deep
understanding of historic and cultural resources. The Cultural Resources
Studio completes evaluations for historic significance, Historic Structure
Reports, National and California Register nominations, Section 106 and
California Environmental Quality Act (CEQA) clearance, Historic American
Buildings Surveys, Historic Building Preservation and Maintenance Plans
and a variety of surveys, studies and planning reports. Many of these are
for repeat clients such as the National Park Service, California Department
of Parks & Recreation and the University of California.
PRESERVATION TECHNOLOGY The work of this studio ranges from
condition surveys to materials analysis, sequential dating, and adding to
the historical record by uncovering the buried work of early craftspersons.
AT-A-GLANCE
LEGAL NAME OF FIRM
Page & Turnbull, Inc.
OFFICES
Los Angeles, Sacramento,
San Francisco
HEADQUARTERS
170 Maiden Lane, 5th Floor
San Francisco, CA 94108
415.362.5154
SIZE
47 full-time employees
ESTABLISHED / INCORPORATED
1973 / 1975
PRIMARY EXPERTISE
Architectural Design, Historic
Preservation, Historic Architecture,
Planning & Research, Preservation
Technology, Materials Conservation,
Urban Planning
CERTIFICATIONS
State of California Small Business
Small Business Enterprise (LA and LA
Harbor)
Other Business Enterprise (LA)
WEBSITE
www.page-turnbull.com
EXHIBIT C - PROPOSAL
GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCEJOHN LESAK, aia, fapt, leed ap
Historic Architect
John D. Lesak, AIA, LEED AP, FAPT, is a Principal with Page & Turnbull and manager
of the Los Angeles area office. With an interdisciplinary education in architecture,
engineering, and materials science, John has specialized in the preservation,
rehabilitation, repair, and reuse of historic structures since 1993. John meets the
Secretary of the Interior’s Professional Qualification Standards for Architecture and
Historic Architecture.
He served as a historic architect on a number of award-winning preservation projects –
including the exterior rehabilitations of the Old Orange County Courthouse, Wisconsin
State Capital, Los Angeles City Hall, the relocation of the Cape Hatteras Lighthouse,
and the restoration of the spire at the Frank Lloyd Wright-designed Marin County Civic
Center. John also teaches a course on sustainable historic preservation within the USC
School of Architecture’s Masters of Heritage Conservation program.
Select Project Experience
Powell Library, UCLA, Los Angeles, CA
Improvements Study | Historic Preservation Consultant
Restroom Rehabilitation | Historic Architect
Presidio Branch Library – Rehabilitation and Repair of Carnegie Library, San
Francisco, CA | Consulting Principal/Historic Architect
Chinatown Branch Library – Exterior Rehabilitation and Repair During
Construction, San Francisco, CA | Consulting Principal/Historic Architect
Cheech Marin Center for Chicano Arts & Culture - Adaptive Reuse of the Riverside
Main Library, Riverside, CA | Executive Architect & Historic Architect
Old Orange County Courthouse - Facade Rehabilitation, Santa Ana, CA | Architect
& Historic Architect
Greek Theater in Griffith Park – Rehabilitation & Historic Structures Report, Los
Angeles, CA | Historic Architect
Charlotte & Robert Disney House - Rehabilitation & Reconstruction, Los Angeles,
CA | Architect & Historic Architect
The Magic Castle – Facilities Improvement Master Plan & Exterior Rehabilitation,
Hollywood, CA | Architect & Historic Architect
Crest Theater / UCLA’s Nimoy Theatre - Rehabilitation & Adaptive Reuse,
Westwood, CA | Historic Preservation Consultant
Antelope Valley Indian Museum – Rehabilitation & Systems Upgrades, Lancaster,
CA | Architect & Historic Architect
Former U.S. Federal Courthouse – multiple projects, 312 North Spring Street, Los
Angeles, CA | Historic Architect
Los Angeles City Hall – Terra Cotta Cladding Repair & Restoration, Los Angeles, CA
| Materials Conservation Consultant (with prior firm)
Carson Block Building – Rehabilitation & Façade Restoration, Eureka, CA |
Architect & Historic Architect
EDUCATION
Verona, Italy, Coursework in the
conservation of stone and marble, 2002
University of Illinois, Urbana-Champaign,
Master of Architecture (Structures
Option), 1993
University of Illinois, Urbana-Champaign,
Bachelor of Science, Architecture, 1990
Versailles, France Study Program,
1989-1990
LICENSES
California Architect: C26607
AFFILIATIONS
City of South Pasadena Planning
Commission, 2017 to Present
(Vice-Chair 2020)
City of South Pasadena Cultural Heritage
Commission 2005-2014, 2017
(Chair 2009, 2010, 2014)
AIA|LA Historic Resource Committee,
Chair (2016-2017)
APT West Coast Chapter, Past President
(2003-2009)
APT College of Fellows
Preservation Action, CA Board
Representative, 2018 - present.
Los Angeles Mayor Villaraigosa’s Design
Advisory Panel, 2010-2013
AWARDS
Old Orange County Courthouse - Facade
Rehabilitation, Santa Ana, CA. 2021
Preservation Design Award from the
California Preservation Foundation
EXHIBIT C - PROPOSAL
GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCELuci Creative is a full-service design studio
empowering the world’s leading cultural and civic
institutions to realize their goals through immersive
experiences and exhibits.
We are driven by our key values of collaboration, advocacy, and spark to support
our clients, tell their stories, and attract and engage their visitors.
Founded in 2011, and with over sixty completed projects, Luci Creative has built
a reputation among clients, and in the industry, as a valued “thought partner.” We
have developed a roadmap to success for our clients, which includes interpretive
planning, discovery, design, media and interactive production, budget analysis and
forecasting, and fabrication management. Your idea, your story, your passion and
legacy — Luci Creative’s curious and driven historians, strategists, and designers
know how to make it real.
Our diverse team of more than 30 graphic designers, exhibit developers, museum
experts, strategists, architects and project managers enable us to provide our clients
with a deeply experienced and unique perspective on every project. From master
planning to complete design, and through fabrication and installation oversight, our
team brings solid know-how and leadership at every step along the way.
Many of our team members have worked as designers and managers at large,
top-tier museums, and they are familiar with the needs and challenges of complex
cultural attractions. Their input on visitor behaviors, operational considerations, and
budget constraints brings a valuable eye to our team and design process.
As part of our design and master planning efforts, we carefully consider motivations,
goals, and outcomes, and synthesize these elements to create tailored solutions
that elevate the visitor experience. We create exhibitions that evolve to meet the
changing needs of both our clients and their visitors.
FIRM PROFILE EXHIBIT C - PROPOSAL
GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCELUCI CREATIVE | 1
KEY PERSONNEL
AJ GOEHLE
Luci Creative | CEO & Partner
As CEO, AJ leads the company’s efforts working
with clients to conceptualize, design and produce
highly ambitious projects. Her project work includes
managing the content and design team while focusing
on client engagement and alignment with key project
stakeholders. AJ is responsible for oversight of
the creative strategy, content development, visitor
experience planning, design, and development for
all projects, while also ensuring the integration of all
graphic elements.
She works with clients and the design team to
facilitate, develop, and maintain the experience
aesthetic for projects; and to ensure that the stories
are communicated and dimensionalized with direction
and impact.
AJ is an active member of AAM, ASTC, AIGA, SEGD,
and the Women Presidents’ Organization, serves
as co-chair of AAM’s Traveling Exhibitions Network,
and is an Eastern Board Member for the Themed
Entertainment Association.
She has worked with a diverse group of clients
including the Chicago Children’s Museum, Robert R.
McCormick Foundation, DuPage Children’s Museum,
Museum of Science and Industry, Spokane Public
Library, First Church of Christ - Scientist, John Deere,
Exelon, MacArthur Foundation, Field Museum, National
Music Museum, Buffalo History Museum, Milwaukee
Public Museum, among many others.
EDUCATION
BFA Communications Design, Syracuse University
MBA Executive Management, University of Illinois
KEVIN SNOW
Luci Creative | Executive Creative Director
Kevin is our creative lead, bringing clients’ stories to
life using his theatrical and cultural design background
to create immersive environments. Leveraging the
diversity of his experience has enabled him to look at
the dimensionalized story in ways that put the visitors
inside. He has led teams on hundreds of projects
including immersive museum exhibits, civic spaces,
and corporate environments.
He works closely with our creative team, ensuring
seamless coordination between architecture, general
contractors, and museum facilities staff. He also pays
close attention to Universal Design practices ensuring
all of our projects are designed and built for all visitors.
As our in-house exhibit lighting designer, he specifies
equipment and systems that best serve each project
and he creates dramatic lighting concepts time, and
time again.
Kevin is a member of numerous industry associations,
including AAM, ASTC, and TEA.
Kevin has led exhibit design teams for more than two
decades for a diverse group of clients, including Saint
Louis Science Center, Ford House, Chicago’s Museum
of Science and Industry, Spokane Public Library,
Dolores Kohl Education Foundation, Field Museum,
National Music Museum, First Division Museum, and
Indiana State Museum.
EDUCATION
BFA Lighting Design, DePaul University
EXHIBIT C - PROPOSAL
GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCE
CONTACT US
San Francisco, CA
111 Pine Street, Suite 1315
San Francisco, CA 94111
Phone: (415) 981-9430
Fax: (415) 981-9434
Los Altos, CA
2063 Grant Road
Los Altos, CA 94024
Phone: (650) 386-1728
Sacramento, CA
6518 Lonetree Boulevard
Suite164
Rocklin, CA 95765
Phone: (916) 742-1770
San Diego, CA
8910 University Center Lane
Suite 1100
San Diego, CA 92122
Phone : (619) 814-6793
Seattle, WA
8538 173rd Avenue NE
Redmond, WA 98052
Phone : (206) 571-0128
Los Angeles, CA
7083 Hollywood Blvd, 4th floor
Los Angeles, CA 90028
Phone : (424) 343-2652
Dublin, Ireland
78 Heathervue,
Greystones, Wicklow, A63Y997
Phone : +353 86-600-1352
WEBSITE:
www.tbdconsultants.com
EMAIL:
info@tbdconsultants.com
OUR PROFILE
We are a certified small business enterprise dedicated to the
provision of excellence in construction cost management and
project management services to owners and their professional
consultants.
We specialize in developing construction cost estimates based
on the most conceptual information as well as the detailed and
complex later stages of design. We are also expert in project
delivery, schedule analysis, and project controls services.
Our clients rely on our ability to provide them with defensible
and reliable information at all stages of their project. They also
depend on our expertise to control time and budget and
manage risks throughout the project, from inception to
completion.
OUR PROJECT & COST MANAGEMENT EXPERIENCE
Cost Management
Project Management
Project Controls
Scheduling
Constructability Reviews
Claims Settlement
Dispute Resolution
Quantity Surveys/Audits
OUR PROJECT EXPERIENCE
Health Care Facilities
K-12 & Higher
Education Facilities
Research Laboratories
Hi-Tech Office
Facilities & Data
Centers
Multi-Family & Luxury Residential
Hospitality & Entertainment Facilities
Aviation Facilities
Museums & Art Galleries
Commercial Office Buildings
Industrial & Manufacturing Facilities
Project Management | Construction Cost Management
San Francisco · Los Angeles · Sacramento · Los Altos · San Diego · Seattle · Dublin (Ireland)
EXHIBIT C - PROPOSAL
GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCE
Project Management | Construction Cost Management
San Francisco · Los Angeles · Sacramento · Los Altos · San Diego · Seattle · Dublin (Ireland)
GARY
HOLLAND
Project Manager
PROFILE
Gary Holland is a Principal for TBD
Consultants working on all aspects of
Cost Planning focusing on Public,
Healthcare and Institutional sectors.
Prior to joining TBD, he was an
Associate Director and Senior
Estimator at Davis Langdon and
AECOM, where he spent 32 years
working for the worldwide
construction cost planning and
management firm providing cost
management services to architects,
design professionals, owners,
institutions and government agencies
throughout the United States. Gary
has a proven track record for
providing quality and accurate cost
estimates
CONTACT
PHONE:
(916)-742-1770
WEBSITE:
www.tbdconsultants.com
EMAIL:
Gholland@tbdconsultants.com
ADDRESS:
111 Pine Street, Ste. 1315,
San Francisco, CA, 94111
EDUCATION
Architecture and Construction Management, West Valley College,
Saratoga, California, 1982
CERTIFICATIONS/AFFILIATONS
Certified Professional Estimator (CPE) with the American Society of
Professional Estimators (ASPE)
Member of the American Institute of Architects (AIA)
REFERENCES
Dawn Merkes, Group 4 Architecture, Research + Planning, Inc.
(650)-871-0709
Jason Hull, Anderson Brule’ Architects (408)-298-1885
Brian Wright, TLCD Architecture
(707)-525- 5600
T
Relevant Experience
Milpitas Library, Milpitas, California*
Walnut Creek Library and Parking Garage, Walnut Creek, California*
Yorba Linda Library and Cultural Arts Center, Yorba Linda, California*
Mitchell Park Library and Community Center, Palo Alto, California*
Downtown Library, Palo Alto, California*
Rinconada Library, Palo Alto, California*
Environmental Innovation Center, San Jose, California*
Cambrian Branch Library, San Jose, California
Pearl Branch Library, San Jose, California
Education Park Library, San Jose, California
Tully Branch Library, San Jose, California
Bascom Avenue Library and Community Center, San Jose, California
Redwood Shores Library, Redwood City, California
Dr. Martin Luther King Jr. Library, City of San Jose/San Jose State University
Saratoga Civic Theater Master Plan, Saratoga, California
City of Campbell, Civic Center Master Plan, Campbell, California
* with Group 4
EXHIBIT C - PROPOSAL
GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCEBackground -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 employing 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,
our buildings operate efficiently, embracing the latest technologies, within the budget and
goals of our clients.
We are dedicated to the success and prosperity of our clients, making an impact for them with
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.
FIRM INTRODUCTION
Telecommunications & Information Technology
Data, Voice Data, Voice and Video Systems & Infrastructure
Audio-Visual, Security, Broadcast and Acoustics
Education
UCLA School of
Engineering and Applied
Science, Master of
Science, 1984
UCLA School of
Engineering and Applied
Science, Bachelor of
Science, 1982
Contact Information
Peter@sfmi.com
Tel: 415-255-9140
Fax: 415-255-9180
PETER A. McDONALD, PRESIDENT
Principal in Charge
Peter McDonald is the founding Principal of the firm with 39 years of experience in
programming, design and construction administration services of state of the art
telecommunications systems and information technologies, audio visual systems,
electronic security systems and engineering acoustics for universities, community
colleges, student unions,libraries, civic and community centers. His expertise is in
design of telecommunications infrastructure, state of the art audiovisual systems,
digital technology, distance and collaborative learning, video media servers, VoIP,
library OPAC and supporting technologies, electronic security and CCTV
surveillance, engineering acoustics including HVAC noise control and vibration,
sound isolation and room acoustics.
Relevant Experience
Berkeley Main Public Library Renovation - Historic Site
Berkeley Temporary Public Library Construction
Berkeley Claremont Branch Library Renovation
Berkeley North Branch Public Library Renovation
Berkeley South Branch Public Library Renovation
Berkeley West Branch Public Library Renovation
Burlingame Main Public Library Renovations - Historic Site
Yorba Linda New Library & Community Center
Palo Alto Main Public Library Renovation
Palo Alto Downtown Library Renovation
Palo Alto Mitchell Park Library Renovation
San Francisco Public Library Teen Center Addition
Lafayette Main Public Library Renovation
Milpitas Main Public Library Renovation
Milpitas Temporary Public Library Construction
San Jose Berryessa Public Library Renovation
Santa Clara Main Public Library Renovation
Santa Clara Temporary Public Library Construction
Walnut Creek Branch Library Renovation
San Leandro Public Library Renovation
Pickleweed Park Library Renovation
San Pablo Library Renovation
Sacramento Carmichael Library Renovation
Mountain View Public Library Renovation
San Pablo Public Library Relocation and Upgrades
Oakland 81st Branch Library Renovation
Spokane Washingon, Downtown Public Library Renovation
Spokane, Washington, Libby/The Hive Library Renovation
Spokane, Washington, Liberty Park Public Library Renovation
Spokane, Washington Shadle Public Library Renovation
Spokane, Washington, Indian Trail Library Renovation
Spokane, Washington, South Hill Library Renovation
Supreme Court of California, Los Angeles,
Supreme Court of California, San Francisco, Historic Site
Supreme Court of California, Sacramento, Historic Site
San Francisco City Hall 1997 Renovations - Historic Site
St James Cathedral, Seattle, Washington, Historic Site
South San Francisco Civic Center and Library
Sunnyvale Civic Center
Elk Grove Civic Center and Commons
San Jose Community Center
Daly City War Memorial Community Center
- Partial List
Experience
35 years at SFMI
EXHIBIT C - PROPOSAL
GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCEBackground -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 employing 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,
our buildings operate efficiently, embracing the latest technologies, within the budget and
goals of our clients.
We are dedicated to the success and prosperity of our clients, making an impact for them with
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.
FIRM INTRODUCTION
EXHIBIT C - PROPOSAL
GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCEHENRIK HERTZ
Principal
Education
Bachelor of Science in
Electrical Engineering,
Engineering College of
Copenhagen -
Copenhagen,
Denmark, 2006
Certified Electrician,
Installation Technique,
Frederiksberg Technical
School, Copenhagen,
Denmark, 2001
In his early career, Henrik worked as an electrician, operating and
maintaining buildings’ systems. Now, as a Principal, with two decades
of experience and an understanding of all aspects of mechanical,
electrical and plumbing engineering, he is responsible for the day-to-
day management of projects from the initial planning stages to the
final construction support services.
Henrik’s highly collaborative approach, sharing knowledge to
develop an integrated design, has enabled his teams to create
highly sustainable engineering solutions.
As the higher education sector leader, Henrik has worked on over 250
projects for education institutions. He also has significant experience
in other project sectors including corporate, commercial, retail,
hospitality, civic, and residential.
Henrik is experienced in all phases of construction document
preparation, energy compliance documentation, comprehensive
specifications, estimating and construction field support.
Project Experience
•Santa Monica High School Library Renovation.
•UCLA Powell Library Upgrade.
•UCLA Southern Region Library MCC Replacement.
•UCLA Young Research Library Basement Renovations.
•Nixon Library Electrical System Upgrade.
•Ladera Park Historic Building Renovation, Los Angeles, California
•Huntington Library Visitor and Education Center*
•Miro Row DTLA, Building 2, Los Angeles, California
•Vantage Point Storage Infrastructure, San Diego, California
•Wildwood School, Los Angeles, California
*Experience from previous firm
EXHIBIT C - PROPOSAL
GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCEJOSEF NEJAT, PE, CBCP
Principal
Education
BS Mechanical
Engineering, University
of Maryland
Registrations
Licensed Professional
Mechanical Engineer,
California #M32207
Certified Building
Commissioning
Professional (CBCP)
Professional
Affiliations
Member, ASHRAE
Member, American
Society of Mechanical
Engineers
Member, Association of
Energy Engineers
Member, American
Society of Civil
Engineers (ASCE)
Member, Strathmore’s
Who’s Who
With over four decades of experience in MEP design nationally and
internationally, Josef is a leader in construction administration, project
management, and commissioning. He supervises an interdisciplinary team
across the engineering process from concept to occupation.
A former lecturer in math and physics, Josef brings progressive ideas that
incorporate technology, cost, and global environmental sustainability to
ensure that projects reduce energy and water consumption while minimizing
operation and maintenance costs.
Josef has provided high performance building systems to 300 projects,
bringing his team-oriented approach to sectors including healthcare,
science and technology, aviation, education (both higher education and
K12), civic, cultural and retail, as well as commercial.
Project Experience
•Santa Monica College Library, Santa Monica, California*
•Seattle Central Library, Seattle, Washington*
•Hammer Museum, Los Angeles, California*
•Guggenheim Museum, Abu Dhabi, United Arab Emirates*
•Children’s Discovery Museum of the Desert, Palm Desert, California*
•Fresno Metropolitan Museum, Fresno, California*
•Getty Villa Museum, Renovation and Central Plant, Malibu, California*
•Los Angeles County Museum of Art, Los Angeles, California*
•Paramount Picture Film Archive, Los Angeles, California*
•Denver Art Museum Addition, Hamilton Building, Denver, Colorado*
•UC Riverside Sciences Library, Revrerside, California.
•UCLA Broad Art Center, Los Angeles, California*
•Riverside Community Collage, Digital Library and Learning Resource
Center, Riverside, California
•Arizona State University, Millennium Commons, Tempe, Arizona*
•Community College of Southern Nevada, Science Classroom Building, Las
Vegas, Nevada*
•CSU Channel Islands, John Spoor Broome Library, Camarillo, California*
•USC Leavey Library, Los Angeles, California*
•University of Notre Dame, Marie DeBartolo Performing Arts Center, Notre
Dame, Indiana*
•Segerstrom Center for the Arts, Costa Mesa, California*
p24
EXHIBIT C - PROPOSAL
GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCE
18400 Von Karman Avenue, Suite 600 Irvine, CA 949.252.1022 kpff.com
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 1,000 employees nationwide, our offices are
located in Seattle, Tacoma, Lacey, Portland, Eugene, San Francisco, Sacramento, Los Angeles, Long
Beach, Irvine, San Diego, Boise, Salt Lake City, St. Louis, Chicago, Louisville, Des Moines, New York,
and Washington, D.C.
Civil and Structural Engineering
KPFF provides civil and structural engineering services on a wide variety of project types. 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. KPFF provides structural engineering services, utilizing the building materials and
technologies suitable for each particular 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.
Historic Renovation Experience
KPFF has extensive experience with the renovation, rehabilitation and preservation of historic
structures and sites. Our approach on historic preservation projects is to first develop a
comprehensive understanding and analysis of the building’s and site’s history by reviewing
available record drawings, previous studies and reports, and conducting a site investigation.
Typically, KPFF will interview the facilities and maintenance staff to receive an insight into past and
current building and site related issues and recent upgrades/improvements to the building framing
and site infrastructure. KPFF will verify existing accessible paths of travel and parking stalls for
compliant with ADA guidelines. KPFF will review the code requirements and standards as they
relate to the preservation, restoration, and rehabilitation of the historic structure. KPFF will assist
in the selection and prioritization of a renovation plan best suited to meet the owner’s
expectations, project goals and budget. KPFF understands that historic preservation often requires
innovative and non‐invasive techniques to preserve and protect the historic features of the building
and site. KPFF possesses both the depth of experience and breadth of technical expertise required
for projects of this nature.
Libraries and Museums
KPFF’s design experience includes dozens of libraries, museums, and many other specialized public
buildings. One unique characteristic for library projects is that it gives us (the design team) an
opportunity to work jointly with the local jurisdiction/City to produce a project that helps exemplify
the surrounding community. KPFF is particularly well qualified to solve any complex problems
because of our specialized design experience, our ability to understand the needs of other
disciplines, and our philosophy of being a proactive member of the design team.
EXHIBIT C - PROPOSAL
GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCE
18400 Von Karman Avenue, Suite 600 Irvine, CA 92612 949.252.1022 kpff.com
William H. Thorpe, S.E.
Principal, Structural Engineering
As a Managing Principal with 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 35 years of
experience as a structural engineer and has been with KPFF for 23 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.
Listed below are representative projects for which Mr. Thorpe has been
responsible:
Yorba Linda Public Library and Arts and Community Center, Yorba Linda, CA
City of Hope Graff Medical & Scientific Library, HVAC Upgrades, Duarte, CA
Mission Bell Elementary School MPR and Library, Jurupa, CA
Nogales High School – Library Modernization, Rowland Heights, CA
Garfield Elementary School – Historic Pacific Electric Railway
Substation No. 14, Santa Ana, CA
Beverly Vista Elementary School – Seismic Upgrade of Historic Auditorium
and Bell Tower, Beverly Hills, CA
County of Orange ‐ Historic George Key Ranch, Placentia, CA
Arden Modjeska Historic Home Garden Pedestrian Bridge, Modjeska Canyon,
Orange County, CA
Fern Elementary School Historic Building, Torrance, CA
Finney’s Crafthouse Retrofit and Tenant Improvement, Orange, CA
City of Santa Ana On‐Call Constructability Review, Santa Ana, CA
Orange County Public Works Child Support Services, Santa Ana, CA
City of Santa Ana ‐ First Street Bridge – Fire Damage Review and Repairs,
Santa Ana, CA
City of Santa Ana On‐Call Contract – San Lorenzo Sewer Lift Station
Constructability Review, Santa Ana, CA
Telecom Carrier Hotel/Data Center Seismic Upgrade, Santa Ana, CA
Education
B.S. Civil Engineering
Texas Tech University, Lubbock
Registration
Structural Engineer:
CA (3866)
UT (11972965‐2203)
Professional Civil Engineer:
CA (44980)
CO (0055741)
MN (55097)
NM (26580)
OR (94653)
TX (139488)
WA (55076)
WI (47030‐6)
Professional Associations
Structural Engineers Association of
California
American Society of Civil Engineers
American Institute Steel Construction
EXHIBIT C - PROPOSAL
GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCE
18400 Von Karman Avenue, Suite 600 Irvine, CA 92612 949.252.1022 kpff.com
Ali Khamsi, S.E.
Principal, Civil Engineering
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 23 years and has more than 29 years of
experience in civil engineering.
Ali has been responsible for managing design and construction of a wide range
of project types and scales for both private sectors and public agencies. The
project types include: commercial, healthcare, ADA upgrades, educational,
civic, transportation, hospitality, historical, and parks and recreational facilities.
Ali’s areas of practice include: EIR support, master planning, entitlement,
permitting, construction documents, construction administration and project
close‐out. Ali’s areas of experience include: site development, grading,
drainage, transportation, hydrology, hydraulics, storm water management,
water quality, and utilities design.
Listed below are representative projects for which Mr. Khamsi has been
responsible:
Yorba Linda Public Library and Arts and Community Center, Yorba Linda, CA
Orange County Public Library Addition, San Juan Capistrano, CA
Chino Hills Civic Center – County Library, Chino Hills, CA
UCLA William Andrews Clark Memorial Historic Library Seismic Renovation,
Los Angeles, CA
California State University Dominquez Hills ‐ Library Addition,
Dominguez Hills, CA
LAUSD, Fremont High School Library and Student Union, Los Angeles, CA
Wilshire Boulevard Temple – Historic School Wing and Temple Renovation,
Los Angeles, CA
Historic Millard House ‐ Restoration, Pasadena, CA
Greystone Historic Estate Site Improvements, Beverly Hills, CA
LA County Sheriff’s Department Emergency Vehicle Operations Center,
Castaic, CA (Design‐Build)
City of Santa Ana ADA Ramp, Santa Ana, CA
City of Tracy ‐ New City Hall, Tracy, CA
City of Indio – Economic Development Agency Parking Structure, Indio, CA
Education
B.A.Sc. Civil Engineering
University of Waterloo, Canada
Registration
Professional Civil Engineer:
CA (C74768)
NV (021251)
AZ (C60789)
NM (23115)
TX (141792)
WA (54736)
Ontario, Canada (90379835)
British Columbia (38359)
Alberta, Canada (166620)
Certified QSD/QSP (00130)
Cal OES Safety Assessment Evaluator
(82003)
Professional Associations
DBIA™ Certification
EXHIBIT C - PROPOSAL
GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCETERRAIN INTEGRATION 143 S. Olive St | Orange | CA | 92866 | 714-724-9814 | www.terrainintegration.com Company Description Terrain Integration is a landscape architectural firm located in the historicdistrict of Old Town Orange, CA. This location allows us, on a day to day basis, toidentify the importance of cohesively linking the public to usable and livelyspaces by honoring historical referencing but addressing current design trends.Our goal is to create for our clients site-specific design solutions that encapsulatefunctionality, equitability, and beauty. We design for sustainability, whether itswater conservation or healthy communities, and we relish the opportunities thathistorical sites have to offer, in that every building has a story to be told andpreserved. Established 2014 Contact: Stephanie Shermoen, President, 714-724-9814, stephanie@terrainintegration.com Licensure/ Education State of California Architects Board Licensed Landscape Architect #5231
University of California, Irvine B.A. Environmental Analysis & Design
University of California, Irvine Certificate in Landscape Architecture
Affiliations American Society of Landscape Architects USGBC - Orange County Chapter National Association of Professional Women Relevant Projects SOUTH COAST CHINESE CULTURAL CENTER ‐ UPGRADES 9 Truman Street, Irvine, CA 92620
ST. JOHN’S LUTHERAN CHURCH‐ UPGRADES (Historic) 185 s. Center St., Orange, CA 92866
OLD TOWN GATEWAY‐ NEW CONSTRUCTION + UPGRADES (Historic) North Block of Chapman between Atchison & Cypress, Orange, CA 92866
ORANGE PACKING HOUSE‐ NEW CONSTRUCTION + UPGRADES (Historic) Between Palmyra Ave & Almond and S. Cypress & Railroad, Orange, CA 92866
CHOC CHILDREN’S HOSPITAL CAMPUS – NEW CONSTRUCTION & UPGRADES 1201 W La Veta Ave, Orange, CA 92868
VILLA PARK KNOWLES - UPGRADES North Wanda Rd., Villa Park, CA 92861
EXHIBIT C - PROPOSAL
GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — FIRM AND TEAM EXPERIENCE
COMPANY PROFILE
Ninyo & Moore, a California Corporation, is a minority-owned, multidisciplinary consulting firm that provides high-
quality geotechnical and environmental consulting services. The firm was incorporated in 1986 to provide consulting
services in geotechnical engineering, construction inspection and testing, engineering geology, hydrogeology,
hazardous waste remediation and environmental assessment. We are committed to being responsive, thorough,
technically sound, and active in the business community. Ninyo & Moore serves its clients through 16 offices in
California, Arizona, Colorado, Nevada, Texas, and Utah.
The quality of Ninyo & Moore's personnel base of 500 employees is widely recognized. Our staff of professionals
includes experienced and registered geotechnical engineers, civil engineers, environmental engineers, engineering
geologists, hydrogeologists, environmental scientists, certified technicians and field inspectors, and hazardous waste
and regulatory compliance specialists. The experience of Ninyo & Moore's geotechnical staff encompasses projects
throughout the southwestern United States, including commercial and municipal structures, educational, medical and
recreational facilities, railroads, bridges, roads, highways, tunnels, treatment plants, power plants, dams, waste-to-
energy facilities, tanks, reservoirs, pipelines, pump stations, sewers, transmission towers, harbors and offshore
structures, airports, low- and high-rise structures, landfills, and other public and private works. Our environmental
staff has diverse experience in environmental assessment and audits, hazardous material assessment, surface and
subsurface sampling, asbestos, and lead-based paint sampling and analysis, cost estimates, contamination studies,
soil and groundwater contamination studies, site remediation, emergency response to hazardous spills, abatement,
and redevelopment activities and projects.
In addition, Ninyo & Moore has five fully-equipped, certified geotechnical laboratory facilities in California supervised
by registered engineers. Our laboratories are certified by AASHTO, Caltrans, the Division of the State Architect, the
City of Los Angeles, and the City of San Diego.
Relevant Experience: Yorba Linda Library and Arts Center Project, Anaheim Central Library Outdoor Space Project,
Manhattan Beach Library Project, Lawndale Library Bond Act, Artesia Library Construction Project, County of Los
Angeles Topanga Library Project, 29 Palms Public Library Project, Orange USD Library Building Renovation, and
Civic Center Library, Park and Recreation Center.
REFERENCES
Patrick Schmidt, Division Manager/Geotechnical Engineering Group
City of Los Angeles
patrick.schmidt@lacity.org
(213) 847-0535
Rick Yee, Assistant City Engineer
City of Yorba Linda
ryee@yorba-linda.org
(714) 961-7171
EXHIBIT C - PROPOSAL
9 GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — PROJECT UNDERSTANDINGPROJECT UNDERSTANDING
The Santa Ana Public Library is a department of the City of Santa Ana. It provides Santa Ana’s diverse
community of more than 330,000 residents with robust programs and services that contribute to a high
quality of life. SAPL operates two full-service library facilities – the Main Library and the Newhope Learning
Center – and also delivers service through outreach, partnerships, and online channels.
Santa Ana’s Main Library was originally built in 1960 during a particularly strong period of community growth.
The distinctive midcentury building is an integral part of the fabric of downtown Santa Ana. In 1990 it was
renovated and expanded to its current size of nearly 40,000 square feet – a project that added much-needed
space but also materially changed some of the character and features of the original building. Since that time,
the Santa Ana community has seen yet more significant growth and change, and its needs and expectations
for library services and programs have expanded as well.
Now, it is once again time to renovate the Main Library building. The City and Library have a variety of
project goals and objectives. One objective is to improve the interior of the library to better align with the
community’s needs – for example, by revitalizing the Children’s Library for increased early learning, discovery,
and play opportunities. Another objective is to prepare the building for the next 20-30 years of service by
addressing deferred maintenance needs and modernizing building systems. The City also would like to take
this opportunity to restore some of the original character and features of the site and building where possible.
In achieving all of these goals, the City and Library seek to incorporate the voices of staff, stakeholders, and
the community in the process.
The City has not yet confirmed the budget for the renovation project, which will begin with a Pre-Design
phase to evaluate options and opportunities, establish priorities, and develop the scope, budget, and
schedule for design and construction. The City and Library seek an architectural team with demonstrated
experience working on similar projects, including the design of 21st century libraries, renovation of historic
structures, and work with diverse communities on high-profile public projects.
EXHIBIT C - PROPOSAL
10 GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — PROJECT UNDERSTANDINGRENEWED HISTORIC LEGACY
Page & Turnbull will support Group 4 in providing historic consulting and preservation
architect services. The historic preservation portion of the project includes identifying
the Character-Defining Features (CDFs) – i.e., the materials, features, spaces, and
spatial relationships that are historically significant to the building. We will identify
options for their renewal and will prepare architectural drawings and specifications
to repair, rehabilitate, and/or restore the Main Library’s CDFs. Design of this work will
be coordinated with design of interior reorganization and building system upgrades.
We will provide information to the City’s project team, the Historic Resources
Commission (HRC), and other regulatory bodies and public groups, as necessary,
regarding the preservation aspects of this rehabilitation. We understand that major
exterior modifications to a historic structure require the approval of the HRC through
a duly notice public hearing and issuance of a Certificate of Appropriateness.
We will review the project to help ensure that prior to presenting the application
to the HRC, any proposed exterior modifications are consistent with the Secretary
of Interior’s Standards for Rehabilitation and consistent with Santa Ana’s Historic
Ordinance. We understand that there are four regularly scheduled HRC meetings
per year. We will coordinate with City staff, the Planning Department, and HRC to
determine the submittal deadlines for HRC meetings.
EXHIBIT C - PROPOSAL
11 GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — PROJECT UNDERSTANDINGENGAGING PROCESS
Broad and effective engagement of staff, stakeholders, and
the community is a fundamental component of our interactive
planning and design process. Managed participation
effectively develops support and clear direction for projects,
leading to successful project implementation and delivery of a
comprehensive vision incorporating prior studies, community
needs, and staff and stakeholder feedback.
It is important to engage the community directly in the design
process, which is why the City’s requested scope includes
three community engagement activities. Early community
engagement will allow us to hear from the community about
their vision and priorities for the program and experiential
qualities of the Santa Ana Main Library.
We are proposing three meetings/workshops with library staff
on topics including the customer experience vision, program
concepts, operations, and FFE.
We will work with the City and the Library to design staff,
stakeholder, and community engagement strategies that will
be both COVID-safe and successful in Santa Ana.
TASKS, DELIVERABLES, EXCLUSIONS
More detail about our proposed work plan, tasks, deliverables,
schedule, and exclusions/optional services is included in Tab 2.
EXHIBIT C - PROPOSAL
12 GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — PROJECT UNDERSTANDINGWELL-MANAGED PROJECTS
Group 4 has an excellent record of successfully managing the entire project delivery process, including
complex projects with modest budgets and accelerated time schedules. Group 4’s team provides effective
planning, programming, design, construction and post-construction phase services to move projects
efficiently through the design and construction phases and deliver high-quality results.
▪As we specialize in high-profile public projects, we understand our clients’ duty to ensure that the
community receives good value.
▪We have highly-qualified staff and low turnover, ensuring continuity of staffing on projects and building
our in-house expertise and skill base.
▪We have strong project management systems during the design phases that keep our projects on
schedule and on budget.
▪Effective construction administration systems allow us to manage costs during construction and keep
change order costs low, which is especially crucial for public projects because of the nature of public
funding.
▪We have an excellent record of partnering with the client and the contractor in order to ensure a high-
quality project that meets the client’s schedule and budget requirements.
Foundational to our project management approach is the Project Management Team (PMT), a core project
working group that meets regularly to review project progress. For the Santa Ana Library renovation project,
we envision the PMT to include the City’s project manager, key representatives from the Library and Public
Works (and other departments as may be appropriate), and the Group 4 project team. During the design
phases, we will meet with the PMT approximately twice per month to monitor progress and keep the
project moving forward efficiently. For efficiency and COVID safety, PMT meetings will generally be held via
webconference unless they are scheduled to coincide with other design team on-site work.
EXHIBIT C - PROPOSAL
13 GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — RELEVANT EXPERIENCEPROJECT NAME,
LOCATION, AND
DATE PROJECT AND TEAM DESCRIPTION CONTACT
Yorba Linda Library
and Arts Center
(2016-2020)
Yorba Linda, CA
Award-winning new 4.7 acre civic campus
including 46,000 SF library and 14,000 SF
cultural arts center.
David Schnee - Principal-in-Charge
Jonathan Hartman - Principal Architect/PM
Andrea Gifford - Director of Interiors
Peggy Huang, Mayor
City of Yorba Linda
(714) 875-1505
phuang@yorbalindaca.gov
Dayton Main Library
Expansion
(2014-2017)
Dayton, OH
Award-winning major renovation and
expansion of mid-century Main Library
building to introduce modern library services,
spaces, and service model (with local AOR).
David Schnee - Library Design Lead
Andrea Gifford - Interior Design Lead
Jonathan Hartman - Consulting Architect
Tim Kambitsch, Exec. Director
(retired)
Dayton Metro Library
(937) 901-8477
tkambitsch@gmail.com
Cincinnati Main
Library Revitalization
(2020-in progress)
Cincinnati, OH
Reorganization and redesign of 500,000 SF
Main Library building to introduce modern
library services, spaces, and service model
(with local AOR). Group 4 has also provided
design consultant services on other CHPL
projects including expansion of the Walnut
Hills and Price Hill branches, both Carnegie-
era library buildings.
David Schnee - Library Design Lead
Andrea Gifford - Interior Design Lead
Paula Brehm-Heeger, Director
Cincinnati-Hamilton County Public
Library (CHPL)
Paula.Brehm-Heeger@
cincinnatilibrary.org
(513) 369-6972
Spokane Shadle
Library Expansion
(2019-2021)
Spokane, WA
Renovation and expansion of branch library
to 30,000 SF (with local AOR). Group 4 was
the library design and interiors lead for
the project, as well as for revitalization of
Spokane’s 90,000 SF downtown main library.
Luci Creative developed themed children’s
experiences for both projects.
David Schnee - Library Design Lead
Andrea Gifford - Interior Design Lead
Jonathan Hartman - Consulting Architect
Andrew Chanse, Executive Dir.
Spokane Public Library
(509) 444-5305
achanse@spokanelibrary.org
Georgina Cole
Library Renovation
(2014-2016)
Carlsbad, CA
Renovation of 24,000 SF mid-century modern
library.
Jonathan Hartman - Principal Architect/PM
Andrea Gifford - Director of Interiors
David Schnee - Consulting Principal
Patrick McGarry
Project Director, Red Brick
Consulting
(Former Civic Projects Manager,
City of Carlsbad)
(760) 802-4521
RELEVANT RECENT GROUP 4 EXPERIENCE
The table below includes project information and references for relevant projects completed within the past
five years, as requested in the Request for Proposals. Several of these projects are profiled in more detail on
the following pages. We will be happy to provide additional information and examples of our team’s relevant
experience upon request.
EXHIBIT C - PROPOSAL
14 GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — RELEVANT EXPERIENCERINCONADA LIBRARY EXPANSION
PALO ALTO CA
Edward Durell Stone’s 1958 Rinconada Library exemplifies
the architect’s trademark of interacting interior and exterior
spaces. A permeable, patterned terracotta “veil” encloses the
building and two generous reading courtyards. A vast double-
pitched and deep-eaved roof caps the building, drawing itself
into a high clerestory ridge framed by a low sea of luminous
ceiling panels that echo the terracotta pattern.
Great care was taken to modernize the library while preserving
its historical significance. Original character-defining features
were refreshed. New furniture and finishes complement the
Modernist language, while new services and spaces, variety
and delight create an architectural dialogue responsive to
Stone’s vision while ensuring ongoing excellence in library
service. Original yellowed and brittle luminous panels were
studied and recreated; new panels brightened the space
significantly. Old growth maple boards were demounted from
interior columns and sequenced for identical reinstallation.
Remodels from the 1980s were removed, restoring Stone’s
original architectural intent.
Furniture and finishes were carefully selected to meet the
community’s current and future needs and enliven the space
while respecting the historic design. A dedicated teen space
was created within the original floor plan. Study room pods
were introduced along the perimeter, using a perforated metal
screen that echoed the terracotta pattern.
COMPLETED 2015
PROJECT TEAM
David Schnee, Design Director
Jonathan Hartman, Principal Architect
Andrea Gifford, Director of Interiors
CLIENT CONTACT
Colette Chew
Public Works Engineering Services Div.
City of Palo Alto
(650) 329-2482
colette.chew@cityofpaloalto.org
EXHIBIT C - PROPOSAL
15 GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — RELEVANT EXPERIENCEGEORGINA COLE LIBRARY RENOVATION
CARLSBAD CA
The City of Carlsbad commissioned Group 4 to renovate two
of its three libraries to modernize library service, improve
operations, and freshen the library experience while preserving
the desirable qualities of the two buildings.
The 24,000 SF Georgina Cole Library, located next to City Hall,
was built in 1967. The design introduced a variety of new spaces
for collaborative work, community meeting and gathering, and
expanded programs almost entirely within the mid-century
building’s existing walls.
Group 4’s redesign capped the central courtyard and
incorporated it into a contiguous library interior. This dramatically
opened up the inside of the library, improved circulation and
wayfinding, and established stronger connections between
the two floors. Modernization included reconfiguration of
technology and stacks as well as replacement of furniture,
finishes, and carpets.
The project also addressed lifecycle maintenance and
accessibility upgrades, including exterior repairs, ADA
improvements, and modern mechanical, low voltage, and fire
prevention systems.
COMPLETED 2016
PROJECT TEAM
Jonathan Hartman, Principal Architect
Andrea Gifford, Principal Designer
David Schnee, Design Director
CLIENT CONTACT
Patrick McGarry
Project Director, Red Brick Consulting
(Former Civic Projects Manager,
City of Carlsbad)
(760) 802-4521
EXHIBIT C - PROPOSAL
16 GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — RELEVANT EXPERIENCEMAIN LIBRARY REVITALIZATION
DAYTON OH
The original Main Library in Dayton, Ohio was a dark, inwardly-
focused mid-century modern structure. Group 4’s design
gutted the interior of the former building doubled its size with
a new, three-story wing. The expanded library is the flagship
of the Dayton Metro Library system — a new landmark and
community destination at the intersection of the downtown
commercial core and cultural district.
The revitalized building fully integrates into its downtown
context and embraces the adjacent park. The old building
and new wing are connected by a stunning three-story, light-
filled atrium criss-crossed by bridges that provide places of
engagement and collaboration. The existing underground
floors were converted to parking, and the public and operations
functions were moved up into the light.
Destination features of the expanded Main Library include
more than 30 spaces for gathering and collaboration, ranging
in capacity from four to 400 people. The black box theater and
multi-configurable forum support creative and performing arts
as well as large library and community programs. The library
has become a destination for weddings, concerts, cultural
events, and other community gatherings and celebrations.
Group 4’s AOR partner for the Main Library project was LWC
Inc. The project received an Honor Award from AIA Dayton
Chapter.
COMPLETED 2017
PROJECT TEAM
David Schnee, Design Director
Andrea Gifford, Director of Interiors
Jonathan Hartman, Consulting Principal
CLIENT CONTACT
Tim Kambitsch
Executive Director (retired)
Dayton Metro Library
(937) 901-8477
tkambitsch@gmail.com
EXHIBIT C - PROPOSAL
17 GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — RELEVANT EXPERIENCEYORBA LINDA LIBRARY + CULTURAL ARTS CENTER
Responding to the combination of a years-long effort to expand
library services and to expand space for arts and community
programming, the City of Yorba Linda commissioned Group 4
to develop a joint use project creating a “civic heartbeat”
adjacent to a new Town Center shopping district.
The 4.7 acre campus positions a two story, 46,000 SF library and
a 14,000 SF arts center to share a pedestrian paseo of outdoor
rooms. The project stands out due to its contemporary modern
design with plenty of natural ambient lighting through the
extensive use of glazed curtain wall systems and skylights. The
roof line has multiple slopes and angles to mimic the foothills
when seen from a distance. A palette of timeless, natural
materials provides an inviting warmth while embellishing the
civic stature of the buildings and site.
The library provides a full range of community spaces and
activities, including traditional collections for all ages,
reading areas, and a range of collaborative spaces capable
of supporting programs and groups large and small. The arts
center provides gallery space, dance studios, a black box
theater, and an outdoor amphitheater. The campus connects
visitors to the various public amenities, gardens, art, and other
features on site, and to the Town Center across the street.
To date, the new Yorba Linda Library and Cultural Arts Center
has been honored by ASCE Orange County Chapter; APWA
Southern California Chapter; and ENR Magazine.
COMPLETED 2020
PROJECT TEAM
David Schnee, Design Director
Jonathan Hartman, Principal Architect
Andrea Gifford, Director of Interiors
CLIENT CONTACT
Peggy Huang, Mayor
City of Yorba Linda
(714) 875-1505
phuang@yorbalindaca.gov
EXHIBIT C - PROPOSAL
18 GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — RELEVANT EXPERIENCEIN PROGRESS
PROJECT TEAM
David Schnee, Library Design Lead
Andrea Gifford, Interior Design Lead
CLIENT REFERENCE
Paula Brehm-Heeger, Library Director
Cincinnati-Hamilton County Public Library
Paula.Brehm-Heeger@cincinnatilibrary.
org
(513) 369-6972
MAIN LIBRARY REVITALIZATION
CINCINNATI OH
Group 4 is the design lead for revitalization of the Main
Library in Cincinnati. Group 4’s design will improve service and
enhance the customer experience as well as address life cycle
maintenance needs in the 500,000 square foot, two city block
complex.
Group 4 worked with Cincinnati-Hamilton County Public Library
(CHPL) leadership and staff to develop a comprehensive
new vision for the Main Library, including reorganized public
services and operations.
Phase 1 of the redesign includes a new cascading stair in the
five-story atrium that connects all public floors for improved
navigation and wayfinding. The children’s library moves to the
first floor of the south building, providing expanded space for
children’s programming as well as improved technology and
collections. The “Teen Spot” will move closer to the children’s
library as well to better support use by siblings and families
who come to the library together. The redesign of the entry
plaza will increase visibility and connectivity in the south
building, and significantly expand opportunities for outdoor
programming and events. Elevator and skylight upgrades
round out the maintenance improvements in this first phase.
EXHIBIT C - PROPOSAL
19 GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — RELEVANT EXPERIENCEWALT DISNEY FAMILY MUSEUM
Buildings 104, 122, and 108 were rehabilitated and converted into the archives of the Walt Disney Family
Foundation and a museum designed to honor the life of Walt Disney. Building 104, built as a military barrack,
now houses museum exhibits, a children’s learning center, and a cafe, with a new 20,000 s.f. addition that
infills the U-shaped courtyard to accommodate additional exhibit space and a state-of-the-art auditorium.
Building 122, the former Post Gymnasium, accommodates art registration, research, offices, archival storage,
and a restored double-height gallery for temporary and traveling exhibitions. Building 108, originally used as
a munitions shed, now serves as a mechanical facility. The site was landscaped and developed with perimeter
planting around buildings, surface parking, and pedestrian walkways. The museum allows for innovative,
21st-century museum presentations while also preserving the exterior look and feel of the original buildings.
LOCATION San Francisco, California
SIZE 80,000 SF
SCOPE Rehabilitation + New Addition
REFERENCE
Josh Bagley, Associate Director of Business Operations
The Presidio Trust
jbagley@presidiotrust.gov
415-561-5322
EXHIBIT C - PROPOSAL
20 GROUP 4 ARCHITECTURE TAB 1 STATEMENT OF QUALIFICATIONS — REFERENCESGROUP 4 REFERENCES
Listed below are selected client references representing public
agencies with whom Group 4 has worked during the past five
years on the design of public libraries and other community
projects. These references can also speak to our commitment
to excellent client service, our ability to deliver well-managed
projects on time and within budget, and our passion for
collaborating with diverse staff, stakeholders, community
members, and design partners. Additional references are
available upon request.
▪Andrew Chanse, Executive Director
Spokane Public Library
(509) 444-5305 | achanse@spokanelibrary.org
▪Paula Brehm-Heeger, Director
Cincinnati-Hamilton County Public Library
(513) 369-6972 | paula.brehm-heeger@cincinnatilibrary.org
▪Tim Kambitsch, Exec. Director (retired)
Dayton Metro Library
(937) 901-8477 | tkambitsch@gmail.com
▪Peggy Huang, Mayor, City of Yorba Linda
(714) 875-1505 | phuang@yorbalindaca.gov
Top and above: The Cheech Marin Center for
Chicano Art, Culture, and Industry
Historic architecture specialists Page & Turnbull
were retained by the City of Riverside and a
partner architect to program and design the
adaptive reuse of the former Riverside Public
Library building into a new art museum showcasing
one of the largest private collections of Chicano
art. Page & Turnbull’s work included a conditions
assessment that informed the Basis of Design
as well as collaboration with the City, Cheech
Marin, and other stakeholders to develop a
meaningful program. The Basis of Design integrates
architectural programming with the infrastructure
needs of a modern museum. Phase II is underway.
EXHIBIT C - PROPOSAL
TAB 2 — SCOPE OF SERVICES AND SCHEDULEEXHIBIT C - PROPOSAL
EXHIBIT C - PROPOSAL
21 GROUP 4 ARCHITECTURE TAB 2 SCOPE OF SERVICES AND SCHEDULEPROPOSED PROJECT WORK PLAN
Our proposed work plan for the Santa Ana Library Renovation project is summarized
in the following narrative and graphic schedule. We have not yet had the opportunity
to review our proposed approach with the City or the Library and look forward to
working with you to tailor this to meet the project’s scope, budget, and timeline needs.
TASK 1: PRE-DESIGN
We will kick off the project with a meeting with the Project Management Team (PMT)
to confirm project goals and objectives, the work plan and schedule, communications
protocols, and the proposed plan for staff, stakeholder, and community engagement.
These project controls will be updated and used throughout the project.
During the Pre-Design phase we will work with the City and the Library to confirm
the alignment of the project scope, program, and budget with staff, stakeholder, and
community expectations. Clearly defining these project parameters will be important
for scoping and evaluating the feasibility of design options such as the drive-thru
window and replacement of outdated building systems.
We will review the Library’s current program and objectives for materials, seating,
technology, and programming as well as the City’s and Library’s proposed preliminary
project program for the building renovation. We will meet with Library staff to review
potential program concepts and priorities within the context of community needs,
library trends and best practices, and the opportunities presented by the Santa Ana
Library building and site.
Concurrent with programming, we will assess current site and building conditions to
identify opportunities and constraints of current building systems. We will tour the
library with our engineering consultants and Library facility maintenance staff, as well
as review facility drawings, previous site and building assessments, and other available
information.
EXHIBIT C - PROPOSAL
22 GROUP 4 ARCHITECTURE TAB 2 SCOPE OF SERVICES AND SCHEDULEWe will work with the City, the Library, and our consultant team to develop a
comprehensive cost model to inform early decision-making about the project scope
and design options. We will strive to identify and include all hard costs of construction
(including demolition, site preparation and development, building construction,
sustainable design features, utility connections/upgrades as applicable, etc.); public
and staff FFE and shelving; technology infrastructure; graphics and signage; and
other real – and significant – costs associated with public projects. We will build in
assumptions for soft costs, permits, testing, PM/CM services (if any), and even costs
for moving and temporary storage as appropriate. We will also build in realistic
contingencies and escalation factors.
Task 1 Meetings and Deliverables
▪Project work task plan and schedule
▪Pre-Design summary report
▪Preliminary project cost model
▪Two (2) PMT meetings including kickoff
▪One (1) focus group with Library staff
TASK 2: CONCEPT DESIGN
Based on the City’s confirmed scope and budget established in Task 1, we will develop
up to three (3) conceptual design options for the Santa Ana Library renovation. We will
work closely with the PMT to review and refine the options for presentation to Library
staff and the community. Community engagement events (up to three) may include a
combination of open house/public meetings, pop-up surveys in community locations,
a digital survey, etc.
Using our project cost model, we will prepare a project budget for each option. We
will work with the PMT to analyze and evaluate the conceptual options, taking into
account staff and community input, to select the preferred conceptual option.
During this phase, Luci Creative will lead a collaborative discovery process to reimagine
the Children’s Library with a focus on children’s learning, flexible programming space,
interactive areas, museum style spaces, wall graphics, and signage to be integrated
holistically within the redesigned Children’s Library.
We will conduct a technical meeting with the City’s Planning and Building Agency to
confirm the preliminary code analysis and other relevant requirements relative to the
proposed scope of work.
We will refine the preferred conceptual design based on staff and community input,
the results of the IDW, and input from our technical meetings with City staff. We will
develop renderings of the exterior and interior renovations, and prepare the Concept
(Schematic) Design drawings. We will prepare narratives describing the building and
options for major systems.
We will meet with the Historic Resources Commission to confirm the historical project
requirements established in the previous phase and present preliminary exterior
design recommendations. At the City’s option, we also present the project to other
City oversight bodies (e.g., the Planning Commission) and/or City Council.
EXHIBIT C - PROPOSAL
23 GROUP 4 ARCHITECTURE TAB 2 SCOPE OF SERVICES AND SCHEDULEWe will develop a Concept Design report summarizing the project scope, program,
and budget including:
▪Building envelope and finishes evaluation and recommendations for repair/
replacement;
▪Civil and landscape evaluation of site and feasibility of new outdoor amenities and
parking;
▪Electrical system (utility and emergency power) capacity for current and anticipated
future loads, and recommendations for any needed replacements and upgrades;
▪Mechanical/ plumbing/ fire system conditions and loads, and recommendations
for any needed replacements and upgrades;
▪Low voltage and audio/video conditions and recommendations for upgrades;
▪Structural system assessment to determine opportunities in the building and
renovation and options for voluntary upgrades;
▪Geotechnical investigation to determine ground tolerances and soil conditions for
structural requirements for the proposed addition; and
▪ADA accessibility compliance and requirements of renovated and reconfigured
spaces;
▪Proposed strategies for rearranging spaces for adapting the building to support
the proposed program; and
▪Historic Preservation Treatment Plan description of Character-Defining Features
(i.e., exterior building envelope, historic windows and doors, cement plaster, and
interior dining room buffet and pocket doors) and treatment recommendations.
Task 2 Meetings and Deliverables
▪Concept (Schematic) Design report and package for refined preferred
conceptual design option, including drawings, narratives, and up to six (6)
perspective renderings
▪Conceptual project budget
▪Civil site survey
▪Geotechnical investigation and report
▪Up to four (4) PMT meetings
▪Up to three (3) community outreach events/equivalent activities (e.g., pop-up
surveys, community meeting)
▪One (1) focus group with Library staff
▪Up to two (2) conceptual design options
▪One (1) Technical Meeting (Planning and Building)
▪One (1) Historic Resources Commission working session
EXHIBIT C - PROPOSAL
24 GROUP 4 ARCHITECTURE TAB 2 SCOPE OF SERVICES AND SCHEDULETASK 3: DESIGN DEVELOPMENT (50% PLANS)
We will develop the 50% Design Development package including plans, elevations,
building sections, renderings, and other documents that will describe the character
and scale of the project components based on the approved concept design. We will
conduct a second Integrated Design Workshop (IDW), where we will confirm selection
of major building systems, cost analysis, maintenance requirements, and functional
performance. Landscape, civil, structural, mechanical, plumbing, electrical, fire alarm/
fire protection, and telecommunications/data consultants will refine the design of the
site and building systems with close coordination between disciplines. We will provide
an estimate of probable construction cost to reflect decisions made in this phase.
We will work closely with the historic consultant and the Historic Resources Commission
to ensure the exterior rehabilitation, as further refined in the design development
phase, complies with the Secretary of the Interior’s Standard for Rehabilitation.
We will work with the PMT to set the furniture budget, develop furniture concepts,
and select furniture that enhances the architectural design concept. Group 4 will work
interactively with Library staff to translate program items (seating types, etc.) into
specific furniture items and designs. We will meet with Library staff to review furniture
options.
Task 3 Meetings and Deliverables
▪Design Development (50%) package, including drawings and outline
specifications
▪Estimate of probable construction cost
▪Up to four (4) PMT meetings
▪One (1) focus group with Library staff
▪One (1) Technical Meeting (Planning and Building)
▪One (1) Historic Resources Commission presentation
TASK 4: 90% PLAN CHECK DOCUMENTS AND 100% BACKCHECK/BID SET
In this phase the building systems and design concepts will be developed with details
and calculations. All building systems, including structural, mechanical, electrical,
lighting design, interior design concepts, and finishes will be documented. We will
conduct PMT meetings throughout this phase to ensure continued project team
involvement in design decisions as the project is developed and conduct our third
Integrated Design Workshop to confirm and coordinate the details of specified
systems.
As part of this phase, we will support the City in preparing the Historic Exterior
Modification application for presentation to the Historic Resources Commission. We
will assist in the preparation of the permit application.
The Plan Check set will be submitted to the Library and Public Works CIP Engineering
for review. This set will be the basis for the 90% estimate of probable construction
cost.
We will revise the construction documents to reflect City and Library plan check
review comments. We will prepare the Backcheck/Bid Set for submittal to the Library,
Planning and Building, the Historic Resources Commission, and Public Works CIP
Engineering.
EXHIBIT C - PROPOSAL
25 GROUP 4 ARCHITECTURE TAB 2 SCOPE OF SERVICES AND SCHEDULEWe will update the estimate of probable construction cost as needed to reflect the
Backcheck/Bid Set documents.
We will assist the City and Library with FFE bid/procurement packages.
Task 4 Meetings and Deliverables
▪Plan Check package
▪Backcheck/Bid Set, including drawings, specifications (CSI format), and structural
calculations
▪Historic Compatibility Analysis
▪Assist with Historic Exterior Modification Application
▪90% and final estimates of probable construction cost
▪Up to five (5) PMT meetings
▪One (1) Technical Meeting (Planning and Building)
▪One (1) Historic Resources Commission presentation
▪Optional presentation to City Council
TASK 5: BIDDING, CONSTRUCTION ADMINISTRATION, AND CLOSEOUT
We will assist the City in advertising the project, responding to contractors’ questions,
preparing project addenda, evaluating bids, notifying the successful bidder, and
collecting and reviewing bonds, insurance certificates, and construction schedules.
We will prepare for and conduct the preconstruction conference; help the Library
monitor and document the project’s progress for quality, cost, and liability control;
and inform the City and the Library about project progress. We will respond to RFIs,
review product submittals and shop drawings, analyze and assist in negotiation of
change orders as needed, review pay requests, review the punch list, prepare final
inspection reports, and attend regular construction meetings.
Group 4 will complete applicable certificates, review the contractor’s record drawings,
and collect and coordinate written warranties and maintenance manuals required of
the contractor.
Task 5 Meetings and Deliverables
▪Prebid meeting
▪Preconstruction meeting
▪Project addenda as needed
▪Project conformed set
▪Monthly construction site visits
▪Responses to RFIs and Substitution Requests; ASIs, RFIs, submittals, etc.
▪Compile record documents
▪Optional City Council meeting – Award of Contract
EXHIBIT C - PROPOSAL
26 GROUP 4 ARCHITECTURE TAB 2 SCOPE OF SERVICES AND SCHEDULEOPTIONAL ADDITIONAL SERVICES
▪Additional participation other than specifically included in Basic Services
▪Additional City Council, commission meetings
▪Additional community meetings
▪Focus groups, interviews
▪Community survey (online, paper-based, etc.)
▪Friends of the Library meetings
▪LEED documentation, application, and certification-related services
▪Design and fabrication services for children’s thematics
▪Historic Resource Evaluation Report
▪CASp / ADA assessment/report
▪CEQA-related services
▪Hazardous materials assessment and/or abatement
▪Grant application/ grant-writing services (e.g., California State Library grants;
utility grants)
Additional assumptions, exclusions, and optional additional services are included
with our proposed fees. See separate fee proposal package.
EXHIBIT C - PROPOSAL
JAN-FEB MAR-APR MAY-JUN JUL-AUG 14-20 MONTHS
SANTA ANA LIBRARY RENOVATION
DRAFT WORK PLAN
Project Management Team (PMT)
Staff +
Technical
Stakeholders + Community
Develop 50% design
package — drawings, outline
specifications
Technical meetings
50% estimate of probable
construction cost
Develop 90% plan
check package — all
disciplines
Technical meetings
90% estimate of
probable construction
cost
Submit plan check
set for Public Works
CIP Engineering and
Library staff review
Pre-bid
meeting
Respond
to bidders’
questions
Addenda
Attend pre-construction
meeting, jobsite meetings +
job inspection visits
Respond to RFIs
Review contractor submittals
Punch list review
Review furniture installation
Compile certificates, record
drawings, warranties,
manuals, etc.
Conceptual design options
Interior design values
Children’s Library visioning
Refine preferred design option
Interior/exterior renderings
Building system narratives
Preliminary code analysis
Technical meetings
Updated project cost model
SEP-OCT NOV-DEC
Construction Meetings
Project controls and
communication tools
Review available
documents and
information
Site and building
assessment
Preliminary project
cost model
Program verification
Confirm project
scope and budget
Confirm applicable
historic registry
requirements
Develop 100%
backcheck/bid set
Submit backcheck set
to Library, Planning
and Building, HRC,
Public Works CIP
Engineering
FFE procurement
package
Updated estimate of
probable construction
cost
PROJECT PARTICIPATION
2022 20242023
RE-OPENING
Library
Staff
HRC
GROUP 4
TASK 1: PRE-DESIGN TASK 2: CONCEPT/SCHEMATIC DESIGN TASK 3: DESIGN DEVELOPMENT TASK 4: CONSTRUCTION DOCUMENTS TASK 5: BIDDING, CA, CLOSEOUT
GROUNDBREAKING
City Council
Community
TM: Planning
and Building
HRC HRC
Library
Staff
Library
Staff TM: Planning
and Building
TM: Planning
and Building
City Council
EXHIBIT C - PROPOSAL
28 GROUP 4 ARCHITECTURE TAB 2 SCOPE OF SERVICES AND SCHEDULETHIS PAGE IS INTENTIONALLY LEFT BLANK FOR PAGINATION
EXHIBIT C - PROPOSAL
TAB 3 — FEE PROPOSALEXHIBIT C - PROPOSAL
EXHIBIT C - PROPOSAL
29 GROUP 4 ARCHITECTURE TAB 3 FEE PROPOSALFEE PROPOSAL
We have prepared a proposal schedule of fees for renovation of the Santa Ana
Library based on our understanding of the project, the City’s requested scope, and
our experience on similar projects. Our proposed fees are included under separate
cover along with our hourly rates and other related information. We welcome the
opportunity to review our proposal in detail with you and to adjust it as needed to
align with the City’s needs and budget.
EXHIBIT C - PROPOSAL
30 GROUP 4 ARCHITECTURE TAB 3 FEE PROPOSALTHIS PAGE IS INTENTIONALLY LEFT BLANK FOR PAGINATION
EXHIBIT C - PROPOSAL
TAB 4 — CERTIFICATIONSEXHIBIT C - PROPOSAL
EXHIBIT C - PROPOSAL
31 GROUP 4 ARCHITECTURE TAB 4 CERTIFICATIONSsee next page
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33 GROUP 4 ARCHITECTURE TAB 4 CERTIFICATIONSCit y of Santa Ana RFP
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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
Signed and Printed Name:
Title
Date
Group 4 Architecture, Research + Planning, Inc.
Principal
15 November 2021
EXHIBIT C - PROPOSAL
34 GROUP 4 ARCHITECTURE TAB 4 CERTIFICATIONSCit y of Santa Ana RFP
Page A3-3
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 b y the administering agenc y
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 federall y 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 b y 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
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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:
Firm:
Date:
Principal
Group 4 Architecture, Research + Planning, Inc.
15 November 2021
EXHIBIT C - PROPOSAL
EXHIBIT D COMPENSATION
Exhibit D Compensation 2022-03-30 w G4 edits.docx Page 1 of 3
1. COMPENSATION FOR BASIC SERVICES
1.A Compensation to the Consultant for Basic Services described in Exhibit A, shall be a
stipulated sum of One Million Six Hundred Twenty Four Thousand, One Hundred and Thirty
Two Dollars ($1,624,132.00).
Consultant shall invoice the City monthly on a percent complete basis for work completed to
date. Basic Compensation per project phase shall not exceed the following portions of the
Basic Services compensation by Phase unless approved by the City.
Task 1 Pre-Design $ 93,214.00
Task 2 Schematic Design $ 241,724.00
Task 3 Design Development (50%) $ 322,300.00
Task 4 Construction Documents (90%/100%) $ 564,023.00
Task 5 Bidding, CA, Record Documents $402,873.00
Total Basic Compensation (Tasks 1-5) $1,624,132.00
At the start of this project the City has not yet determined a project or construction budget.
The Consultant based the above fee for architectural, engineering, and related design services
on an estimated construction budget of approximately $17,900,000 (which was calculated
using an allowance of $450/sf applied across the full 39,790 existing square feet). This
budget is intended to be an allowance for site, building envelope, interior architecture,
building systems upgrades, FFE and related services. The fee and scope can be adjusted down
or up to correspond to available funding and established project budget.
2. COMPENSATION FOR OPTIONAL SERVICES
2.A Compensation to the Consultant for Optional Services described in Exhibit A are not included
in the Consultant’s Scope of Basic Services. When authorized in writing by the City, the
Consultant shall be compensated for Optional Services in addition to compensation for Basic
Services and Reimbursable Expenses.
Option 1: Children’s Thematics -Schematic Design/Procurement Package $ 65,000.00
Option 2: Elevator Design and Consulting Services Task 3-5 $ 38,200.00
Maximum Compensation for Pre-negotiated Optional Services $103,200.00
3. COMPENSATION FOR ADDITIONAL SERVICES
3.A Compensation to the Consultant for Additional Services described in Exhibit A is in addition
to compensation for Basic Services and Optional Services and shall be either at the hourly
rates in Exhibit B2 or made as a negotiated stipulated sum. The rates in Exhibit B2 will be in
effect through December 31st, 2022 and are subject to annual revisions at the start of each
calendar year.
3.B Additional Services Contingency. This Agreement includes an allowance for other City
authorized Additional Services:
Additional Services Allowance $200,000.00
4. COMPENSATION FOR REIMBURSABLE EXPENSES
4.A Customary Reimbursable expenses described in Exhibit A are included in the compensation
for Basic or Optional Services.
EXHIBIT D COMPENSATION
Exhibit D Compensation 2022-03-30 w G4 edits.docx Page 2 of 3
4.B Additional Reimbursable Expenses, related to the Project, when authorized by the City,
whether for consultant, subconsultant, or City use, and are billable at 1.10 times direct cost.
Reimbursable expenses are in addition to compensation for Basic Services, Optional Services
and Additional Services in Exhibit A and shall not exceed
Additional Reimbursable Expense Allowance $ 35,000.00
5. CONTRACT CONTINGENCY
5.A This Agreement includes a Contract Contingency Allowance that may be applied to
Additional Services, Additional Reimbursable Expenses or other services or costs as approved
by the City and mutually agreed to be the Consultant.
Contract Contingency $ 196,233
Maximum Compensation for Basic Services, Optional Services, Additional Services Allowance, Additional
Reimbursable Expense Allowance, and Contract Contingency shall not exceed $2,158,565 without written
authorization of the City.