TO: Karen P. Brust, City Min' Directo~

10/1/2013

07 City of San Juan Capistrano

Agenda port

TO: Karen P. Brust, City Min'

FROM: Keith Van Der Maat , . , Public Works and Utilities Directo~ Prepared by: Jame t';;. oss, Public Works

DATE: October 1, 2013

SUBJECT: Consideration of ersonal Services Agreement to Perform Professional Engineering Serv1ces as City Engineer/Traffic Engineer (lnterwest Consulting Group)

RECOMMENDATION:

By motion, approve a Personal Services Agreement with lnterwest Consulting Group, to perform Professional Engineering Services as City Engineer/Traffic Engineer, in an amount not to exceed $181,400 until June 30, 2014, with an option to extend the contract at the same hourly rates for an additional 12 months to June 30, 2015.

EXECUTIVE SUMMARY:

On June 18, 2013, the City Council approved the merger of the Public Works and Utilities Departments to take effect on ·July 1, 2013. The merged Department consolidates responsibilities of both former Departments under the Public Works and Utilities Director. Before the merger Professional City Engineering and Traffic Engineering services were the responsibility of the former Public Works Director. With the elimination of the former Public Works Director Position there is a need to provide the City with professional registered engineering support .on an as needed basis that can review and sign subdivision maps and improvement plans and, as necessary, represent the City as City Engineer and Traffic Engineer. The recommended action to approve a Personal Services Agreement with lnterwest Consulting Group will fulfill this need. The total cost of the contract shall not exceed $181,400 and its term extends to June 30, 2014, with an option to extend the contract 12 months to June 30, 2015, at the same hourly rates.

DISCUSSION/ANALYSIS:

In July 2013, the City solicited proposals for Professional Engineering Services as City Engineer/Traffic Engineer. Seven firms responded and all seven firms were interviewed by City staff from Public Works and Utilities, Finance and Personnel. The firms that

City Council Agenda Report October 1, 2013 of 3

responded were lnterwest, Civil Source, Dudek, Charles Abbott Associates, Inc., Onward Engineering, Anderson Penna and Ni Associates.

Three of the highest rated firms, lnterwest, Dudek and Civil Source had final interviews. lnterwest Consulting Group was chosen as the firm with the best qualifications, background and experience to meet the City's requirements and its fees were the most competitive of the three finalists (see Attachment 1 ). Reference checks have been made and they are satisfactory.

The primary representative from lnterwest will be George Alvarez. Mr. Alvarez will serve as both City Engineer and Traffic Engineer for the City. Mr. Alvarez is a Registered Professional Civil Engineer and Traffic Engineer with over 36 years of experience including 28 years as a City Engineer. Mr. Alvarez has worked extensively with all the regional transportation agencies in Orange County and is very familiar with the Measure M2 grant programs. In addition to lnterwest, Mr. Alvarez has previously worked for LA County, Wildan and Associates, the City of Santa Ana and the City of San Juan Capistrano for 7 years in the late 1970's.

In addition to Mr. Alvarez, lnterwest can also provide as needed, additional staff resources and expert advice on a variety of engineering, public works and utility related issues as shown in Attachment 1.

FISCAL IMPACT:

This contract was funded for Fiscal Year 2013-2014 in the Mid-Term budget update. Sources of funding are available as follows:

General Fund (01) Water Operations Fund (60) Sewer Operations Fund (70

Total

$110,680 $42,300 $28,290

$181,400

Mr. Alvarez's rate is $130.00/hour and we are expecting we will need him an average of 30 hours per week. The option for a one year extension if exercised would be budgeted in Fiscal Year 2014-2015 at a cost of $202,800 based on the same average of hours worked as proposed for the current fiscal year.

ENVIRONMENTAL IMPACT:

Not applicable.

PRIOR CITY COUNCIL REVIEW:

Not applicable.

COMMISSION/COMMITTEE/BOARD REVIEW AND RECOMMENDATIONS:

Not applicable.

City Council Agenda Report October 1, 2013 of 3

NOTIFICATION:

lnterwest Civil Source Dudek Charles Abbott Associates, Inc. Onward Engineering Anderson Penna Ni Associates Inc.

ATTACHMENT(S):

Attachment 1- Personal Services Agreement

PERSONAL SERVICES AGREEMENT

THIS AGREEMENT is made, entered into, and shall become effective this __ day of , 2013, by and between the City of San Juan Capistrano (hereinafter referred to as the "City") and lnterwest Consulting Group (hereinafter referred to as the "Consultant").

RECITALS:

WHEREAS, City desires to retain the services of Consultant regarding the City's proposal to Provide Professional Engineering Services as City Engineer/Traffic Engineer and

WHEREAS, Consultant is qualified by virtue of experience, training, education and expertise to accomplish such services.

NOW, THEREFORE, City and Consultant mutually agree as follows:

Section 1. Scope of Work.

The scope of work to be performed by the Consultant shall consist of those tasks as set forth in Exhibit "A," attached and incorporated herein by reference. To the extent that there are any conflicts between the provisions described in Exhibit "A" and those provisions contained within this Agreement, the provisions in this Agreement shall control.

Section 2. Term.

This Agreement shall commence on the effective date and shall terminate, no later than June 30, 2014, with an option to extend the term 12 months to June 30, 2015, at the same hourly rates.

Section 3. Compensation.

3.1 Amount.

Total compensation for the services hereunder shall not exceed $181,400 in Fiscal Year 2013-2014 as set forth in Exhibit "B," attached and incorporated herein by reference. If a second year extension is approved by the City Council, total compensation for the services hereunder shall not exceed $202,800 in Fiscal Year 2014-2015 as set forth in Exhibit "B".

1 Attachment 1

3.2 Method of Payment.

Subject to Section 3,1, Consultant shall submit monthly invoices based on total services which have been satisfactorily completed for such monthly period. The City will pay monthly progress payments based on approved invoices in accordance with this Section.

3.3 Records of Expenses.

Consultant shall keep complete and accurate records of all costs and expenses incidental to services covered by this Agreement. These records will be made available at reas_onable times to the City. Invoices shall be addressed as provided for in Section 16 below.

Section 4. Independent Contractor.

It is agreed that Consultant shall act and be an independent contractor and not an agent or employee of the City, and shall obtain no rights to any benefits which accrue to City employees.

Section 5. Limitations Upon Subcontracting and Assignment.

The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for the City to enter into this Agreement. Consultant shall not contract with any other entity to perform the services required without written approval of the City. This Agreement may not be assigned, voluntarily or by operation of law, without the prior written approval of the City. If Consultant is permitted to subcontract any part of this Agreement by City, Consultant shall be responsible to the City for the acts and omissions of its subcontractor as it is for persons directly employed. Nothing contained in this Agreement shall create any contractual relationships between any subcontractor and City. All persons engaged in the work will be considered employees of Consultant. City will deal directly with and will make all payments to Consultant.

Section 6. Changes to Scope of Work.

For extra work not part of this Agreement, a written authorization from City is required prior to Consultant undertaking any extra work. In the event of a change in the Scope of Work provided for in the contract documents as requested by the City, the Parties hereto shall execute an addendum to this Agreement setting forth with particularity all terms of the new agreement, including but not limited to any additional Consultant's fees.

Section 7. Familiarity with Work and/or Construction Site.

By executing this Agreement, Consultant warrants that: (1) it has investigated the

2

work to be performed; (2) if applicable, it has investigated the work site(s), and is aware of all conditions there; and (3) it understands the facilities, difficulties and restrictions of the work to be performed under this Agreement. Should Consultant discover any latent or unknown conditions materially differing from those inherent in the work or as represented by City, it shall immediately inform the City of this and shall not proceed with further work under this Agreement until written instructions are received from the City.

Section 8. Time of Essence.

Time is of the essence in the performance of this Agreement.

Section 9. Compliance with Law.

Consultant shall comply with all applicable laws, ordinances, codes and regulations of federal, state and local government. ·

Section 10. Conflicts of Interest.

Consultant covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with the performance of the services contemplated by this Agreement. No person having such interest shall be employed by or associated with Consultant.

Section 11. Copies of Work Product.

At the completion of the work, Consultant shall have delivered to City at least one (1) copy of any final reports and/or notes or drawings containing Consultants findings, conclusions, and recommendations with any supporting documentation. All reports submitted to the City shall be in reproducible format, or in the format otherwise approved by the City in writing.

Section 12. Ownership of Documents.

All reports, information, data and exhibits prepared or assembled by Consultant in connection with the performance of its services pursuant to this Agreement are confidential to the extent permitted by law, and Consultant agrees that they shall not be made available to any individual or organization without prior written consent of the City. All such reports, information, data, and exhibits shall be the property of the City and shall be delivered to the City upon demand without additional costs or expense to the City. The City acknowledges such documents are instruments of Consultant's professional services.

Section 13. Indemnity.

To the fullest extent permitted by law, Consultant agrees to protect, defend, and hold harmless the City and its elective and appointive boards, officers, agents, and

3

employees from any and all claims, liabilities, expenses, or damages of any nature, including attorneys' fees, for injury or death of any person, or damages of any nature, including interference with use of property, arising out of, or in any way connected with the negligence, recklessness and/or intentional wrongful conduct of Consultant, Consultant's agents, officers, employees, subcontractors, or independent contractors hired by Consultant in the performance of the Agreement. The only exception to Consultant's responsibility to protect, defend, and hold harmless the City, is due to the negligence, recklessness and/or wrongful conduct of the City, or any of its elective or appointive boards, officers, agents, or employees.

This hold harmless agreement shall apply to all liability regardless of whether any insurance policies are applicable. The policy limits do not act as a limitation upon the amount of indemnification to be provided by Consultant.

Section 14. Insurance.

On or before beginning any of the services or work called for by any term of this Agreement, Consultant, at its own cost and expense, shall carry, maintain for the duration of the agreement, and provide proof thereof that is acceptable to the City, the insurance specified below with insurers and under forms of insurance satisfactory in all respects to the City. Consultant shall not allow any subcontractor to commence work on any subcontract until all insurance required of the Consultant has also been obtained for the subcontractor. Insurance required herein shall be provided by Insurers in good standing with the State of California and having a minimum Best's Guide Rating of A- Class VII or better.

14.1 Comprehensive General Liability.

Throughout the term of this Agreement, Consultant shall maintain in full force and effect Comprehensive General Liability coverage in an amount not less than one million dollars per occurrence ($1 ,000,000.00), combined single limit coverage for risks associated with the work contemplated by this agreement. If a Commercial General Liability Insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this agreement or the general aggregate limit shall be at least twice the required occurrence limit.

14.2 Comprehensive Automobile Liability.

Throughout the term of this Agreement, Consultant shall maintain in full force and effect Comprehensive Automobile Liability coverage, including owned, hired and nonowned vehicles in an amount not less than one million dollars per occurrence ($1 ,000,000.00).

14.3 Workers' Compensation.

4

If Consultant intends to employ employees to perform services under this Agreement, Consultant shall obtain and maintain, during the term of this Agreement, Workers' Compensation Employer's Liability Insurance in the statutory amount as required by state law.

14.4 Proof of Insurance Requirements/Endorsement.

Prior to beginning any work under this Agreement, Consultant shall submit the insurance certificates, including the deductible or self-retention amount, and an additional insured endorsement naming City, its officers, employees, agents, and volunteers as additional insured as respects each of the following: Liability arising out of activities performed by or on behalf of Consultant, including the insured's general supervision of Consultant; products and completed operations of Consultant; premises owned, occupied or used by Consultant; or automobiles owned, leased, hired, or borrowed by Consultant. The coverage shall contain no special limitations on the scope of protection afforded City, its officers, employees, agents, or volunteers.

14.5 Errors and Omissions Coverage [FOR PROFESSIONS/WORK EXCLUDED FROM GENERAL LIABILITY]

Throughout the term of this Agreement, Consultant shall maintain Errors and Omissions Coverage (professional liability coverage) in an amount of not less than One Million Dollars ($1 ,000,000). Prior to beginning any work under this Agreement, Consultant shall submit an insurance certificate to the City's General Counsel for certification that the insurance requirements of this Agreement have been satisfied.

14.6 Notice of Cancellation/Termination of Insurance.

The above policy/policies shall not terminate, nor shall they be cancelled, nor the coverages reduced, until after thirty (30) days' written notice is given to City, except that ten (1 0) days' notice shall be given if there is a cancellation due to failure to pay a premium.

14.7 Terms of Compensation.

Consultant shall not receive any compensation until all insurance provisions have been satisfied.

14.8 Notice to Proceed.

Consultant shall not proceed with any work under this Agreement until the City has issued a written "Notice to Proceed" verifying that Consultant has complied with all insurance requirements of this Agreement.

5

Section 1.5. Termination.

City shall have the right to terminate this Agreement without cause by giving thirty (30) days' advance written notice of termination to Consultant.

In addition, this Agreement may be terminated by any party for cause by providing ten (1 0) days' notice to the other party of a material breach of contract. If the other party does not cure the breach of contract, then the agreement may be terminated subsequent to the ten (1 0) day cure period.

Section 16. Notice.

All notices shall be personally delivered or mailed to the below listed addresses, or to such other addresses as may be designated by written notice. These addresses shall be used for delivery of service of process:

To City:

To Consultant:

City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano; CA 92675 Attn; Keith Van Der Maaten Public Works and Utilities Director

lnterwest Consulting Group Tim D'Zmura, Director of Municipal Services 15061 Springdale Street, Suite 205 Huntington Beach, Ca 92649

Section 17. Attorneys' Fees.

If any action at law or in equity is necessary to enforce or interpret the terms of this Agreement, the prevailing party shall be entitled to reasonable attorneys' fees, costs and necessary disbursements in addition to any other relief to which he may be entitled.

Section 18. Dispute Resolution.

In the event of a dispute arising between the parties regarding performance or interpretation of this Agreement, the dispute shall be resolved by binding arbitration under the auspices of the Judicial Arbitration and Mediation Service ("JAMS").

Section 19. Entire Agreement.

This Agreement constitutes the entire understanding and agreement between the

6

parties and supersedes all previous negotiations between them pertaining to the subject matter thereof.

Section 20. Counterparts and Facsimile signatures. This Agreement may be executed by the Parties in counterparts, which counterparts

shall be construed together and have the same effect as if all the Parties had executed the same instrument. Counterpart signatures may be transmitted by facsimile, email, or other electronic means and have the same force and effect as if they were original signatures.

[SIGNATURE PAGE FOLLOWS] IN WITNESS WHEREOF, the parties hereto have executed this Agreement.

CITY OF SAN JUAN CAPISTRANO

By: __________________________ _

John Taylor, Mayor

CONSULTANT

By: __________________________ _

ATTEST:

Maria Morris, City Clerk

APPROVED AS TO FORM:

Hans Van Ligten, City Attorney

7

INTERWEST CONSULTING GROUP

15061 Springdale Street, Suite 205 Huntington Beach, CA 92649 714.899.9039 Office 714.899.9146 Fax

www.interwestgrp.cor EXHIBIT A

JULY 31, 2013

Proposal to provide

Prepared for

Keith Van Der Maaten, Public Works and Utilities Director

City of San Juan Capistrano 32400 Paseo Adelanto

San Juan Capistrano, CA 92675

By

~

15061 Springdale Street, Suite 205 Huntington Beach, CA 92649 714.899.9039 Office 714.899.9146 Fax

www.interwestgrp.com

lnterwest Consulting Group I

July 31, 2013

Keith Van Der Maaten, Public Works and Utilities Director City of San Juan Capistrano 32400 Paseo Adelanto San Juan Capistrano, CA 92675

RE: Proposal to Provide Professional Engineering Services as City Engineer/Traffic Engineer

Dear Mr. VanDer Maaten,

We understand the City is seeking proposals for a contract engineer to serve as City Engineer/Traffic Engineer on a part-time basis to fulfill all statutory requirements of those duties and to provide general professional engineering services. Our proposal is crafted and submitted for the purpose of demonstrating our ability to provide the services outlined in your RFP. We are large enough- over 140 employees- to serve all of your public works needs, yet smalt enough to ensure that we maintain focus and are responsive to the needs of San Juan Capistrano. We currently serve over 90 cities, counties and state agencies including the nearby municipalities of Lake Forest, Yorba Linda, Irvine and Costa Mesa.

lnterwest is an excellent choice to provide professional engineering services to the City of San Juan Capistrano for the following reasons:

./ An experienced engineer who understands the concerns and priorities of the City of San Juan Capistrano

./ Sensitivity to neighborhood issues and knowledge of the local political climate

./ Direction and leadership to ensure that capital projects are delivered according to schedule and within budget

./ Our know-how and experience in serving with cities in seamlessly providing engineering services

./ Proven ability to deliver in complex municipal environments

./ Small firm focused customer service, big firm resources

lnterwest provides municipal engineering, construction management, transportation planning, traffic engineering, building and safety, GIS, real estate and facility management services to public agencies throughout California. lnterwest Consulting Group only serves public agency clients, typically in a staff augmentation and program management role. We believe our exclusive commitment to public agency clients is important since it allows us to avoid any real or perceived issues regarding conflicts of interest.

We thoroughly understand the challenges and requirements of municipal governments since many of our staff have held senior and executive management positions with numerous California cities. Our staff includes former Public Works Directors, City Engineers, Capital Projects Managers, Construction Managers and Chief Building Officials. This background and experience is important since serving in the capacity of the "owner," especially local agencies, requires a high level of sensitivity towards community and special interest group issues. Accordingly, our professional staff truly understands and values the importance of maintaining a focus on representing the interests of our public agency clients in a manner which reflects positively on the cities we serve.

Each of the staff members that will be assigned to the city's projects are carefully selected based on our understanding of the needs of the City. Tim D'Zmura, PE, CBO, AICP will serve as Principal-in-Charge. He brings more than 26 years of municipal experience and is committed to cooperatively working with clients in getting the job

lnterwest Consulting Group 1 www.interwestgrp.com

done ethically, on time and within budget. Mr. D'Zmura is an authorized representative of lnterwest Consulting Group and has the authority to sign all necessary agreements. We propose George Alvarez, PE, TE to serve as the City and Traffic Engineer as well as the project manager. George brings more than 36 years experience in city engineering, traffic engineering, public works and project management. Having provided technical and strategic assistance to city managers, elected officials, and the community on various public works programs, policies and activities, he is an excellent choice for the City of San Juan Capistrano. George started his municipal engineering career in the City of San Juan Capistrano and understands the City Council and community concerns on maintaining a small town atmosphere. Their contact information is below.

Tim D'Zmura, PE, CBO, AICP 15061 Springdale Street, Suite 205 Huntington Beach, CA 92649 0 (714) 899-9039 c (714) 625-5840 [email protected]

George Aivarez, PE, TE 15061 Springdale Street, Suite 205 Huntington Beach, CA 92649 0 (714) 899-9039 c (714) 615-0883 [email protected]

lnterwest Consulting Group has the staff and experience to perform the services outlined in the RFP. More importantly, we possess the experience and skills necessary to work with the existing City staff to successfully achieve established goals. We view the keys to serving the City of San Juan Capistrano are as follows:

./ An Orange County experienced and based City Engineer/Traffic Engineer who is available and responsive to the City's needs

./ Expert Engineering advice and recommendations on engineering related matters to staff, City Manager and City Council

,/ Direction and leadership to ensure that capital projects are delivered according to schedule and within budget

../ Providing a high level of customer service for internal and external customers ,/ Taking a partnering versus regulatory approach ./ Balancing the need to ensure conformance to standards and regulations with the need for predictability,

uniformity, and efficiency ,/ Representing the City at OCTA, TAC, and Caltrans meetings ./ Experience in processing and conditioning private development to comply with local and state requirements

Services will be directed from our Los Angeles office, which serves the entire Southern California region with professional staff performing functions in all of our disciplines. We appreciate the opportunity to present our proposal for your review and consideration; it remains valid for a period of 90 days. We are available to meet with you to discuss our proposal and approach in more detail at your convenience. Please contact me if you have any questions or would like additional information.

Tim D'Zmura, Director of Municipal Services

lnterwest Consulting Group 1

.......................................... 1

Scope of Services ................................................................................... 2

SECTION ~ B

~rsn.nc: .................................................................. .' ..................... 4

General Information ................................................................................ 4

Affiliations ................................................................................................ 4

Locations .................................................................................................. 5

lnterwest Advantage .............................................................................. 5

Project Controls ..................................................................................... 6 Electronic Plan Review Services ........................................................................ 6 Online Plan Check Tracking ............................................................................. 7

Quality Assurance ................................................................................... 7

SECTION ~ C --- ~~·-· ---.... ~ ........ _ .. ··--- .... ·-·-·-·--""-~---------.. ---.--··

....................................................................................... 8

Staff Qualifications ................................................................................. 8 Proposed Staffing ......................................................................................... 8 Team Availability ......................................................................................... 9

Resumes I Biographies .......................................................................... 10

Organization Chart ................................................................................ 15

SECTION - D

............................................................................................ 16

SECTION~ E

.................................................................................... 19

.................................................................................. 20

·~-----------·--------~---

lnterwest Consulting Group I

SECTION - A

"'

Utilizing consultant city engineering services through lnterwest Consulting Group is an extremely valuable strategy for delivering cost-effective, high quality municipal services. By design, our staff is comprised of professionals with extensive experience working directly for public agencies. The familiarity and know-how gained by working side-by" side with local agency staff, in developing collaborative relationships with community and business stakeholders, and by partnering effectively with state and federal regulatory agencies, delivers successfully completed projects and services, well-managed budgets, and thoroughly satisfied stakeholders and clients.

Specifically, for the City of San Juan Capistrano, we understand that the City requires a number of services from the selected consultant. We have identified the highest priority needs on this project as follows:

../ An Orange County experienced and based City Engineer/Traffic Engineer who is available and responsive to the City's needs

../ Expert Engineering advice and recommendations on engineering related matters to staff, City Manager and City Council

../ A diplomatic and team player City Engineer/ Traffic Engineer

../ Direction and leadership to ensure the capital projects are delivered according to schedule and within budget

../ High level of customer service for both internal and external customers of the Public Works Department

We understand that the City is seeking to contract a qualified City/Traffic Engineer on a part-lime basis (30 hours per week on-site) to fulfill all statutory requirements of those duties and to provide general professional engineering services. All equipment necessary to perform required duties will be provided by lnterwest at no extra cost to the City.

All of our proposed staff has significant direct experience working as city employees and as contract staff members in similar jurisdictions throughout Southern California. Our proposed City and Traffic Engineer, George Alvarez, PE, TE, brings more than 36 years of successful planning, implementing, and administering public works projects and programs.

Having worked for the City of San Juan Capistrano in the past as an Associate Engineer, from 197 4-1981, Mr. Alvarez personally knows and has an excellent working relationship with each of the Public

A well seasoned ancl diplomatic City Engineer

is of critical importance to the

successful delivery of services.

Works Directors and City Engineers of nearby cities. He is also familiar with the two major transportation projects in the City: Ortega Highway Interchange at 1-5; La Plata Avenue extension from Ortega Highway South to San Clemente.

He brings a solid history of successful management with over 29 years as a Public Works Director/City Engineer. Recognized as a dedicated professional with exemplary work ethic, he focuses on continuous process improvements while maintaining the ability to effectively navigate through politically sensitive environments. He has managed capital projects over $1OOM, has experience in budget preparation and maintenance, negotiations, organization development, grant funding, and project management. He is committed to serving the needs of the client through strong leadership and a collaborative approach. He is also very familiar with the City's desire to protect its historic and small town environment.

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lnterwest Consulting Group 1 "'.~"'""'-'"~w<>nM<>•"·"n Page 11

;,~(J~ KLI N® lnterwest has assembled a highly experienced team who have successfully '~· . . ·;::;~ Coi1s~ltjJ'f9: delivered all the specialty areas outlined in the RFP. We have partnered with Kling ~ Group~ H1~~t Consulting Group (KCG) to provide geotechnical on call consultant services for peer review on hillside development projects, if so desired by the City. This coordinated and collaborative partnership will expedite project deliverables and minimize/eliminate communication gaps. Kling Consulting Group, Inc. is a full service geotechnical and geologic consulting firm providing timely and cost effective professional services. KCG's professional staff consists of Registered Geotechnical Engineers, Registered Civil Engineers, Registered Geologists and Certified Engineering Geologists.

SCOPE OF SERVICES

lnterwest has thoroughly read and understands the scope of work outlined in the RFP. We have reviewed the tasks identified and grouped them into the key service areas below.

General Administration Functions

¥" Direct and support City staff on matters relating to engineering. ¥" Direct and support all traffic engineering and operation services for the City. ¥" Provide professional, technical engineering support to the Director of Public Works & Utilities, City Manager,

and Department Director as requested and needed as well as any other requests of the City Council through the City Manager.

¥" Review all matters related to engineering proposed and implemented to assure they are done in a manner that protects the City's interests and in compliance with the City's goals, objectives, vision and practice and to also comply with all local, state and federal laws.

¥ Perform other as-needed engineering functions requested by the Director of Public Works & Utilities, City Manager or their designees.

¥ Support administrative staff in management of records relating to engineering. Serve as liaison for City Clerk on engineering related matters.

¥ Maintain municipal engineering maps and records at City Hall in an accurate manner that is easily accessible to the public and City staff.

Capital Improvement Program

¥ Review and direct contract engineering services for timely response and compatibility to City's needs. ¥ Receive and respond to public inquiries and concerns relating to public improvements. ¥ Receive and solicit proposals for design services. ¥ Direct and support City engineering services division staff in the proposal of capital improvement project

management. ¥ Direct other contracted engineering services to assure compatible and timely response in accordance with

City's needs.

Construction Management

¥ Provide Construction Management and Observations during course of City Projects. ¥ Serve as Resident Engineer on federally funded projects ¥ Assist on all inspections, approval of payment, cost estimating and other related tasks. ¥ Assist the Director of Public Works & Utilities in the review and evaluation of bid submittals.

lnterwest Consulting Group 1 www.interwestgrp.com Page 12

./ Conduct investigations relating to traffic concerns, noncompliance with City ordinances, including NPDES noncompliance .

./ Prepare written responses on inquiries as directed or as- needed .

./ Work closely with Code Enforcement, Building and Safety, and the Sheriff's Department in coordinating efforts for a response .

./ Attend City Council, Planning Commission and other Commission to represent the Engineering Division .

./ Attend OCTA Technical Advisory Committee and Caltrans meetings .

./ Attend other meetings as directed .

./ Review private development projects as it relates to public improvements for both civil and traffic improvements .

./ Perform statutory functions of City engineering pertaining to review and checking of tract maps and lot line adjustments. Ensure that maps are in conformance with City ordinances and State Subdivision Map Act.

./ Provide timely review for checking map, legal documents, and improvement plans. Turn around time for first plan check for improvement plans and maps will meet the City's goal of not to exceed two weeks, "turn around" time .

./ Determine the amount of bonds for labor, material, & performance, impact fees and development fees. ,.. Work in coordination with the Development Services Division to develop conditions of approval.

./ Provide guidance, direction and technical support for all transportation planning in the City. Ensure the City maintains eligibility for M-2 funding by working closely with OCT A. Make certain the City's Circulation Element is consistent with Orange County's Master Plan of Arterial Highways .

./ Maintain and Update the City's Pavement Management Program as a requirement of OCTA. Develop a list of pavement rehabilitation projects for preventive maintenance to extend the design life of the pavement.

,/ Review and approve final plans and specifications to ensure compliance with municipal ordinances. ,/ Attend monthly OCTA Technical Advisory Committee meetings to learn of funding programs for

transportation improvement projects . ./ Review and recommend updates on the City's Master Plan for streets, drainage, water and wastewater. As

land use changes, make certain the infrastructure has the capacity to serve new development. ./ Recommend upgrades and replacement of underground facilities.

We look forward to the opportunity to refine this scope based on the City's specific direction so that it may be incorporated into a professional services contract.

lnterwest Consulting Group ! Page 13

SECTION - B

GENERAL INFORMATION

The seamless integration of municipal service professionals in support of public agencies has been our purpose since lnterwest Consulting Group formed in 2002. lnterwest was founded by individuals with a passion for serving municipalities. We currently employ approximately 140 employees spanning a multitude of disciplines within city engineering, public works, and building and safety departments throughout California. We provide the following services to cities/counties.

v' City Engineering v' Traffic Engineering & Transportation Planning ¥ Transportation Program Management I Funding v' Construction Management ¥ Capital Improvement Plan/Map Review and

Entitlement

¥ Building and Safety if Geographic Information System (GIS) v' Information Technology ¥ Real Property Acquisition

We understand municipal challenges and requirements because we have done the same work as public employees. Many of our staff has held senior and executive management positions with numerous California cities such as City Engineers, Public Works Directors, Building Officials, Traffic Engineers and other well-seasoned management personnel. This depth of experience brings a high level of experience and sensitivity towards community and special interest group issues. We value the importance of a focus that represents the interests of our public agency clients and reflects positively on the citizens they serve. We currently serve over 90 cities, counties and state agencies.

lnterwest Consulting Group is comprised of structural and civil engineers, traffic engineers, certified plans examiners, ICC certified inspectors, architects and other professionals specializing in providing complete engineering services to local government agencies. Our business model is built on simple yet vital customer service principles-offer flexible, reliable, quality and timely services.

AFFiliATIONS

Education and certification are at the very core of our company. We encourage and support staff to participate in and contribute to the many associations important to the industry. Knowing technical excellence and proficiency is vital to public service. Attending specialized training classes, seminars and industry-related conferences are all part of our dedication to the industry. Many of our staff holds or have held key positions within the groups listed below.

¥ League of California Cities if California Association of Building Officials if County Building Officials of California

ICC Chapters of: Los Angeles Basin, Cochella, Orange Empire, Foothill, East Bay, Peninsula, Sacramento Valley, Shasta Cascade

¥ SEAOSC

¥ American Public Works Association International Code Council

v' Institute of Transportation Engineers California Water Environment Association California Stormwaier Quality Association

v City Engineer's Association of Orange County

----·------··-·--- ·-·---·····--·-····-····.

lnterwest Consulting Group 1 Page J4

)

LOCATIONS

SeNices will be directed from our Los Angeles office. This proximity allows us to quickly and efficiently seNe the needs of the City. We have a complete team of professionals in the Southern California region providing support to clients on a daily basis. We currently serve the nearby cities of Lake Forest, Yorba Linda, Irvine and Costa Mesa and have staff available to assist the City of San Juan Capistrano in a similar capacity.

SOUTHERN CALIFORNIA 15061 Springdale Street, Suite 205 Huntington Beach, CA 92649 (714) 899-9039 Office

NORTHERN CALIFORNIA 6280 W. Las Positas Boulevard, Suite 200 Pleasanton, CA 94588 (925) 462-1114 Office

INTERWEST ADVANTAGE

COLORADO 1218 W. Ash Street, SuiteC Windsor, CO 80550 (970) 674-3300 Office

Our convenient locations and

responsive staff help you get

what you want when you need it.

Today's construction environment has placed increased demands on city staffing resources. lnterwest Consulting Group can help alleviate or minimize this staffing resource burden and at the same time provide a high level of customer seNice in a cost-effective manner. We possess the ability to adjust service levels when needed. lnterwest Consulting Group fully understands these challenges and has experience in successfully providing municipal engineering services under such conditions and is committed to working for you and the residents of San Juan Capistrano. You'll find our people love what they do and will readily assist with solutions and recommendations that have been proven, time-tested and are specific to your needs.

We propose to provide the City of San Juan Capistrano the following fundamental elements:

¥ Familiarity with the City. Our proposed City/Traffic Engineer, George Alverez's prior employment with the City of San Juan Capistrano as an Associate Engineer gives him an understanding and familiarity of the City. He understands the challenges in maintaining mobility on city arterial networks and understands how the Rancho Mission Viejo development project will impact Ortega Highway and other arterial streets.


../ Experienced staff to supplement City Staff. We hand picked staff uniquely qualified and experienced to deliver the exact services requested .

../ Customer service. One of the keys to the success of your department is providing your customers (residents, architects, engineers, contractors) with excellent service. We are committed to providing the City a level of service to you and your constituents that will meet or exceed your expectations .

../ Budget-conscious approach and implementation. Our services are provided in a cost-effective manner and will be adjusted to remain within the City of San Juan Capistrano's budget constraints. We will monitor and evaluate our areas of responsibility and make recommendations for additional cost savings to the City where possible .

../ Tailored, City-specific services. We deliver skilled and thorough plan review services for assurance of compliance with all Federal, State, County and City adopted codes and ordinances. The City can expect a high-level of technical assistance to architects, engineers, contractors and most importantly the homeowner .

../ Timely turnaround service. We work with you to develop the most responsive schedule to meet the time constraints placed on your design community. lnterwest Consulting Group will meet or exceed our proposed turnaround times .

../ Ability to adjust service levels to meet your needs. We can quickly fine-tune staff or staffing levels to match changes in activity to ensure a high level of customer service is maintained .

../ Effective Coordination with other City Departments. Our people are trained in promoting collaboration and cooperation with other department and agencies. Effective communication is a key component and we have multiple communication solutions available which will be flexible to the unique needs of the City .

../ Ability to provide efficient service. We are skilled at assessing time commitments, developing an accurate work plan and applying dedicated, professional personnel.

PROJECT CONTROlS

The services we provide are always closely coordinated and monitored to ensure we meet or exceed the service levels desired by the City, but also stay within the financial capacity of your operating budget. We have broad experience and "hands on" knowledge of municipal budgeting, specifically related to expenditures and cost recovery associated with private development processing and permitting. We will work in close partnership with the City of San Juan Capistrano tailoring our services and deployment of staff resources to match the allocated budget.

!i:lectronic Services

lnterwest Consulting Group currently provides electronic plan review services for multiple jurisdictions. We have found the jurisdictions with whom we work, including their respective customers, have a wide range of needs and expectations regarding electronic plan review and permitting services. We have worked with some clients to develop electronic plan review systems utilizing several of the open market software applications and hosting sites available. Some clients, such as Salt Lake City and Clark County, Nevada have established comprehensive electronic permit and plan review systems. In contrast, we have found that some jurisdictions simply require access to our FTP site to allow their Applicant's to upload digital content directly to our staff. Rather a "one-size-fits-all" approach to electronic plan review via proprietary systems, we instead believe our clients are best served by a non-proprietary, commercially-available system that could be tailored to the City's specific needs.

Creating a system tailored to the needs of the individual client utilizing readily available software allows for the customization of the system to easily integrate the electronic plan review system with the needs of other departments. With the plethora of commercially available FTP sites available for electronic file hosting at nominal costs there is no longer a need for agencies to purchase or lease expensive proprietary systems. Recently, lnterwest's IT staff established a comprehensive electronic permitting and plan review system for the City of Elk Grove utilizing commercially-available software that is not proprietary to lnterwest or any other service provider.

lnterwest Consulting Group 1 Page 16

Our belief is that the City should retain ownership of whatever system is put in place so that you control your service delivery options in the future and do not become too dependent on one particular service provider.

Online Plan Check Method

lnterwest Consulting Group uses a custom-designed database to maintain and track all plans throughout the review process from initial submittal to delivery of the final, approved documents. Information such as project name, City's project number, assigned plan reviewer(s), date documents were received, plan check cycle and completion dale for current review can be provided. In addition to standard phone communication, custom reports can be emailed.!f requested, we will provide online tracking for the City with a custom-designed web template geared to provide any reporting and information needs required.

Our staff is available during standard business hours to answer questions via phone or email regarding the actual plan check in progress. We maintain active email accounts and our staff will be responsive to any City or applicant needs. If we cannot speak directly to a caller, we will return calls no later than 24 hours.

Welcome to the City of San Juan Capistr~no

Plan Chek Status Portal! Please see below for current plan checks.

QUALITY ASSURANCE

F!om

Upon award of contract, our lead contact for the City will set up a face-to-face meeting with key City staff to discuss any unique amendments or specifications required by your jurisdiction, billing arrangements, contact information and any special requests you would like us to keep in mind.

All of our personnel work collaboratively with consistent communication between staff members for advice, application of specific expertise and any unique project or client knowledge. Meetings to coordinate and update all staff on current projects are held weekly, in addition, any special meetings needed to address new developments or issues. We utilize a custom database to compile all client and project information as it relates to any services we perform. We also develop and maintain a jurisdiction binder/fiie containing all pertinent client, project and billing information accessible to project managers and assigned staff. Our technical and administrative staff is highly trained, attending seminars and educational conferences to keep current on up-to-date industry methods and information.

As a full service company to government agencies, we pride ourselves in maintaining the best qualified staff in the industry aliowing us to match our people to fit your exact needs.


SECTION- C --------------------·---

STAFF QUALIFICATIONS

All of our proposed staff has significant direct experience working as city employees and contract staff members in sit-niJar jurisdictions throughout Southern California providing inspection services. Individually, the professionals showcased below excel in each of their backgrounds. As a team, they possess the professional capability to innovatively create and implement effective solutions with your agency and the community's interests in mind.

We propose Tim D'Zmura, PE, CBO, AICP as Principal-in-Charge. Tim brings 26 years of experience in serving a number of jurisdictions throughout Southern California in the capacity of public works director, city engineer, building official and planning director. He is both a registered engineer and certified building official. We propose George Alvarez, PE, TE to serve as the City and Traffic Engineer as well as project manager. George brings more than 36 years experience in city engineering, public works and project management. Having worked for the City of San Juan Capistrano in the past as an Associate Engineer, from 1974-1981, and having provided technical and strategic assistance to city managers, elected officials, traffic & transportation commissions and the community on various public works programs, policies and activities, he is an en excellent choice for the City of San Juan Capistrano. He is very familiar with the City's desire to protect its historic and small town environment. Their contact information is below.

Tim D'Zmura, PE, CBO, AICP 15061 Springdale Street, Suite 205 Huntington Beach, CA 92649 0 (714) 899-9039 c (714) 625-5840 [email protected]

George Alvarez, PE, TE 15061 Springdale Street, Suite 205 Huntington Beach, CA 92649 0 (714) 899-9039 c (714) 615-0883 [email protected]

STORMWATER ENGINEER

SENIOR ENGINEER

SUPERVISING ENGINEER

TRAFFIC ENGINEER

SENIOR ENGINEER

Young Park, PE, QSP/QSD Joe lndrawan, PE Jon Crawford, PE

Marty Hanneman, PE, TE Steve Palmer, PE Bob Almirall, PE

Warren Repke, PE Tom Marnocha, CESSWI, QSP

Ruben Castaneda

PROJECT MANAGER! ENGINEERING DESIGN

SENIOR ENGINEER

STORMWATER CONSTRUCTION MANAGER

ASSISTANT ENGINEEH I TRAFFIC

Joe Semon TRANSPORTATION PLANNER

les Chapman PUBLIC WORKS OBSERVER

Leo Bonahora ASSISTANT CONSTRUCTION MANAGER

Ann Herner SENIOR TRANSPORTATION PLANNER Dahi Kim ASSISTANT ENGINEER

James lancaster, PE, GE GEOTECHNICAL ENGINEER


KUNG Cons.u1Un{1 Grnup, Inc

Page 18

Team

Below is our team's availability for the City of San Juan Capistrano.

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George Alvarez, PE, TE / / / 75 Young Park, PE, QSP/QSD / 25

.Joe lndrawan, PE / 25

.Jon Crawford, PE / 10

Marty Hanneman, PE, TE 25

Steve Palmer, PE ,r' 15

Bob Almirall, PE 15

Warren Repke, PE / 25

Tom Marnocha, CESSWI, QSP 25

Ruben Castaneda .;· 50

.Joe Semon 25

les Chapman .;· 25

leo Bonahora / 50

Ann Herner v' 15

Dahi Kim / 15

.James lancaster, PE, GE .;· 10

----·--·----- ---· --·-···--·-··----------·-·-------------lnterwest Consulting Group 1

Page /9

RESUME I BIOGRAPHIES

We have assembled a highly qualified team to serve the needs of the City of San Juan Capistrano. Below are staff resumes and brief biographies highlighting their years of experience in their respective fields.

George Alvarez, PE, TE 1 ciTY ENGINEER 1 PROJECT MANAGER

George has over 36 years of successful planning, implementing, and administering public works projects and programs. He brings a solid history of successful management with over 29 years as a Public Works City Engineer. Recognized as a dedicated professional with exemplary work ethic he focuses on developing solid relationships with staff and outside agencies to ensure projects are aligned with city goals. His decades of experience also helps him to effectively navigate through politically sensitive environments. He has managed capital projects over $100M, has experience in budget preparation and maintenance, negotiations, organization development, grant funding, and project management. He is committed to serving the needs of the city through strong leadership and a collaborative approach.

PROJECT SPECIFIC EXPERIENCE

City Engineer/Public Works Director 2012-Present lnterwest Consulting Group Provides project management for the construction of municipal public works projects. Oversees assigned projects to ensure contractor compliance with time and budget parameters for the project. Prepares operational guidelines for subordinate divisions and monitors response. Coordinates the preparation of, or develops, reviews and updates the sanitary sewer, water, storm drainage, and street system maps, data base, and comprehensive plans. Responds to public or other inquiries relative to engineering policies and procedures on specific projects and other information. Evaluates issues and options regarding municipal public works and makes recommendations. Serves as a member of the department head's management team and communicates key organizational issues to staff.

City Engineer Public Works 1984-2012 City of Santa Ana, CA Responsible for Engineering Division of Public Works encompassing design, traffic, construction and development services. Lead team of 50 to design and constructed over $100M in annual capital improvement projects. Negotiate consultant agreements, resolve conflicts with private developers and contractors, and partner with local and regional agencies to improve transporation facilities. Secure grant funding for capital improvements. Investigate and respond to Council and citizen inquiries. Deliver presenation to City Council, Planning, Environmental and Transporatation Advisory Committees. Facilitate project management and public speaking training for staff in all four Public Works' divisons.

SIELIECTIED ACCOMPLISHMENTS

EDUCATION

BS, Civil Engineering CA State University Long Beach

Long Beach, CA Santa Ana.Advanced Leadership

Development Program Santa Ana Public Business

Management Program

R E G .1 S T R A T I 0 N S CERTIFICATIONS

Professional Engineer !Civil Engineering

Professional Engineer !Traffic Engineering

A.WARDS

President, American Public Works Association

Southern California Chapter, 2010

Government Leader of the Year American Society of Civil Engineers

2002 Top Public Works Leader of the

Year Public Sector APWA2000

Member - Technical Steering Committee

OCTA 2010-2011

- Completed Santa Ana's single largest public investment in history for $100M residential street repair. Partnered with bond counsel and finaical consultants to finance $60M of bonds for project funding.

- Managed construction of $200M+ of major facility projects thorugh use of traditional design-bid-build, design-build, and program manager at-risk approach to project management. Project included $23M Public Works Corporte Yard, $11OM Police Administration and Detention Faciliity, new City Hall annex, park, fire station, and library improvements.

- Coordinated traffic, land use, and infrastructure improvements for 10M SQ.FT. in total development projects.


Lead team of consultants to conduct conceptual engineering, alternative analysis and prepar~tion of environmental document for a fixed guideway estimated to cost $150M.

- Created and chaired statewide task force to develop model ordinance for trench cut fees, which was approved by League of CA Cities and enabled full cost recovery.

- Spearheaded Mayor's Task Force on Traffic and Transportation with report that created transportation vision for arterial/residential streets, freeway/transit, and growth management.

- Funded $2M in annual maintenance and management costs for City's Storm Water Pollution Prevention Program by creating Federal Clean Water enterprise.

- Maximized efficiencies through new technology implementations including state-of-the-art trafic operations center to manage 280 traffic signals and advanced computer-aided-design.

- Reduced contingency costs to less than 4% on construction projects by improving construction plans and holding post-construction meetings after each project to identify areas for future continuous improvements

City Traffic Engineer 1986-1988 City of Santa Ana, CA Managed Transportation Department which consisted of 24 employees. Reivewed and coordated private development with other City agnecies. Served as Secretary on City's Transportation Advisory Committee.

SELECTED ACCOMPLISHMENTS

- Facilitated street and traffic signal improvements by leading preparation of plans, specifications, and cost estimation, as well as securing grant to fund capital improvements.

- Identified and recommended viable traffic safety improvements after close reivew of City Council and citizen requests.

Transportation Development Engineer 1984-1985 City of Santa Ana, CA Secured federal, state, and local grants for transportation projects; prepared conditions for private development approval; managed traffic study preparation; worked with neighborhood associates to manage traffic. George led a team of eight employees. Prepared a Capital Improvement Program.

Project Engineer 1981-1984 Willdan Associates Developed project objectives by reviewing project proposals and plans; conferring with management. Responsible for identifying project phases and elements; assigning personnel to phases and elements' as well as reviewing bids from contractors. Determined Project specifications by studying product design, customer requirements, and performance standards; completing technical studies; preparing cost estimates. Controlled project plan and costs. Prepared projects status reports. As City Engineer, performed statutory functions related to development and capital projects.

Associate Engineer 1974-1981 City of San Juan Capistrano, CA Performed professional and technical engineering work in design, land development, traffic engineering and capital improvements. Designed and prepared plans for public works projects .. Develop revised design and construction standards for public works structures and appurtenances. Served as construction inspector to ensure compliance on city projects, subdivisions and permits. Investigated field problems affecting property owners, contractors and maintenance operations; resolve problems or refer as appropriate. Administer contracts; coordinate and review the work of outside consultants; review and recommend. Served as Secretary to the City Traffic and Transportation Commission.

Senior Engineer Assistant 1971-1974 LA County, Los Angeles, CA Determined engineering requirements. Resolved engineering problems. Verified engineering applications. Maintained project team accomplishments by communicating essential information. Met cost standards by preparing cost-benefit analyses. ·


Young .James Park, PE, QSP/QSD I s T 0 R M WATER ENGINEER -------~·-----'---------~~-------~~-------~---------------~-- ~-~----------------~----------------------------------------~-·---·--------

Young brings over 25 years of civil engineering experience and has spent the vast majority of his career serving various jurisdictions in the Southern California region; applying the practices of civil engineering to both private land development and city public works projects. Young is a registered Civil Engineer and a certified Qualified SWPPP Practitioner/Developer. His background has provided him with the knowledge of city engineering policies and procedures, which s a proven asset when providing technical assistance to engineers, architects, contractors, city personnel, and the public. Young has a strong work ethic, is detailed oriented, and enjoys both project team several work and working independently. He is extremely skilled in all disciplines of civil engineering required for the successful completion of projects .

.Joe lndrawan, PE SEN I 0 R ENGINEER ---------------- - ------ ------------------------ ---

Joe Possesses over 28 years of civil engineering experience including 23 years of service with municipal agencies. His diverse experience allows him to bring a clear understanding and considerable depth to any project, contributing to the successful delivery of all projects. Joe makes a difference by developing solid partnerships with staff, developers, and the public to achieve the goals of the clients. He possesses excellent communication skills providing high level customer service in a professional manner at all times. Joe is a strategic thinker and an innovative problem solver making him a strong asset to all projects .

.Jon Crawford, PE -·-- ----·---- --~--------------~------- ----·----- -·--·- -----

Jon has over 30 years of experience in the engineering field in both the public and private sectors serving as a Public Works Director, City Engineer, Utility Engineer and City Surveyor for several cities. As City Engineer to many jurisdictions he is an expert at establishing and managing many engineering processes. He has overseen the design and construction of major private and public projects exceeding $120M, which include project conditioning, map review and approvals, utility stormwater permitting and oversight. He has also served as the Utility Engineer for a city's wastewater collection system and works with the local wastewater district on the treatment of the city's wastewater. Jon has been responsible for management of water, wastewater and recycled water infrastructure projects. Provided quality assurance and quality control reviews on public agency projects and studies, served as construction manager and resident engineer for a $1.4 million wastewater treatment plant expansion. He has also coordinated federal projects through various Caltrans Districts. He is an expert when it comes to project delivery and overcoming hurdles to get to and through construction.

Marty Hanneman, PE, TE I T R A F F 1 c E N G 1 N E E R -------·------------------------------···-··----------------~----------------·- -· -------------·---------- --------·------- ----···--------· ---~------~--------------

Marty has over 26 years of successful planning, implementation, and administration of public works projects and programs. He brings a solid history of successful management having served as Deputy Director of Public Works, Director of Transportation, Director of Utilities, and Assistant City Manager for the City of Sacramento. Marty also served as City Traffic Engineer for the City of Sacramento for 10 years and oversaw all signs and markings, traffic signal operations, and citywide traffic investigations. As Traffic Engineer, he oversaw numerous innovative traffic solutions as highlighted below.

Steve Palmer, PE S E N I 0 R E N G I N E E R ------------------ ------------------------------·--~----------------------

Steve has over 19 years of Civil and Environmental Engineering experience, including managing a city engineering department, large capital improvement projects, experience as a land development engineer, and environmental engineering. Steve has been involved in all phases of project development for both land development and public works improvement projects. His land development experience includes plan review, reviewing financing plans and cost estimating, tentative map preparation, performing hydrology and hydraulic analyses, preparing grading plans, preparing improvement plans, and providing engineering construction support. Steve's design experience encompasses grading, sewer, water, storm drain, and roadway improvements. He is also highly experienced at providing engineering support required to form and administer infrastructure financing programs, development impact fee programs, community facility districts, and assessment districts. His capital project experience includes grant writing and management of interchange and other large roadway improvement projects.

---------· lnterwest Consulting Group 1

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Bob Almirall, PE P R 0 J E C T MAN AGE R IE N GIN E ERIN G DESIGN

Mr. Almirall has 26 years of experience providing general civil engineering and client support services. His experience includes the design, project management and oversight, including plan review, of public and private land development projects in California, Colorado and Virginia. These have included residential, commercial, and industrial site developments, roadway designs, watershed analyses, grading and drainage plans, storm sewer and stormwater management plans, erosion and sedimentation control plans, sanitary and water main system design, flood plain studies, and site layouts. Mr. Almira!! has extensive experience in the role of Project Manager for Capital Improvement projects, including design, oversight, calculation reviews and compliance assurance. In this role, Mr. Almirall has earned a reputation for client satisfaction through his commitment to responsiveness, attention to detail, budget management and strong communication skills.

Warren W. Repke, PE SEN I 0 R ENGINEER ~----------~-------~~ --~~--~----------- -~-------- ----------- ~---~- -------~-

Warren brings 4l years of civil engineering experience serving public agency clients throughout Southern California. He has designed, plan checked and project managed hundreds of infrastructure improvement projects including roads, water systems, sewers and bridges. He has developed master sewer plans for several cities including the cities of San Gabriel and Villa Park. A recent assigment includes preparing phase I of a master sewer plan which includes extensive data collection, research, working with the county, creation of maps and a lot of field work. He is also licensed to practice land surveying in California and has served as project surveyor and surveyor of record on many public and private projects.

Tom Marnocha, CESSWI, QSP S T 0 R M WATER C 0 N s T R U c T I 0 N MAN AGE R "---- ------------ . -- -· --- ···------ -----·-~--- --~·-----·'" -- --~-------- --~--------~ .. ··---------" ------ ----------- _____ , _____________ ---- --··----· ----- -__ , -----· ·------------.-----

Tom brings more than 29 years experience in the areas of construction management, inspection, planning, schedule analysis, project management, billings and payments, contract administration and compliance, field engineering, quality assurance, and materials testing for a variety of public works, residential and transportation projects. He possesses a vast array of certifications, including his certifications in QSP (Qualified SWPPP Practitioner) and CESSWI (Certified Erosion, Sediment, and Storm Water Inspector). These two certifications allow Tom to serve as an inspector, monitoring Storm Water Prevention Plans ensuring they are adhering to all California rules and regulations. Tom's diverse background allows him to bring a deep understanding and expertise to cities and government agencies on large, complex, high-value construction projects. Projects range from small city projects to multi-million dollar projects including parks, fire stations, street improvements, and community buildings. Tom is an expert in using the Contract Manager Document Control System which facilitates his ability to collaboratively work with all parties ensuring projects are well managed and brought to a successful completion.

Ruben Castaneda

Ruben possesses over 9 years of experience providing civil engineering services in both the public and private arenas working with various municipalities. He has extensive experience in design, investigation, and coordination of street improvement projects. He is familiar with MUTCD design regulations and has coordinated a number of major investigations at different local City agencies. He has extensive experience in transportation projects and managing both field and office related issues. His direct knowledge and experience with public agencies allows him to seamlessly blend with existing staff and comprehend procedures. He is known for his ability to efficiently multi-task on projects providing our clients with a broad range of services. He is consistently professional and exercises good judgment in his handling of all matters.

Joe Semon T RAN S P 0 R TAT I 0 N P LAN N E R

Serving as a Parking Administrator, Operations Manager, and Traffic Investigator, Joe has over 3l years of experience in both the public and private sector. As a Parking Administrator, he is skilled in on-street and off-street parking and in the collection of all parking revenues and services within the Meter Department. Joe has also performed additional roles and duties with high level expertise including Operations Manager responsible for traffic investigations, striping, signing, paving and drainage; Traffic Investigator, inspection of traffic requests from the public regarding the installation of various traffic-related devices such as stop signs, traffic signals, and pedestrian safety

lnterwest Consulting Group I Page 113

devices such as crosswalks and pedestrian signals. Joe has longtime experience in working with City Council and city leaders in resolving sensitive neighborhood traffic issues.

Les Chapman P U B L I C W 0 R K S 0 B S E R V E R

Les has worked in the construction industry for 22 years and brings a wealth of experience and knowledge having served as the Public Works Inspector for multiple jurisdictions in California. He has served various positions in the construction, public works, and water services areas. His attributes consist of being very hard-working, honest, organized, reliable, punctual and a problem solver under any circumstance. Les makes a difference by developing solid partnerships with staff and the public. He works to help people understand the process and policies through excellent communication skills. Les has received various awards for his outstanding service.

Leo Bonahora AS S I STAN T C 0 N S T R U C T I 0 N M A N A G E R -------- -------- --~-------·-- --- ----~-- ------------------------------------------- -- --------~-~---- ---------- ----- --------~---- - --- --~-- ------------

Leo has a solid 11 years experience in construction management, inspection and administration of both small and large-scale, complex projects in the Southern California region. Leo has a strong knowledge of the Standard Specifications for Public Works Construction (Green Book) and is experienced with the OSHA safety requirements and the Work Area Traffic Control Handbook (WATCH) requirements. His ability to manage the important details and ensure projects are adhering to regulatory requirements makes him a valuable asset to any team. He is also fluent in English and Spanish. What stands out about Leo is his high energy, positive communication style and his attention to details for all projects. He has a strong work ethic and is a great team player. He is proactive in delivering skilled, professional services to the public as well as collaborative assistance in all facets of jurisdictional requirements.

Ann holds over 10 years of experience in the public and private engineering sector as a Project Manager/Engineer. Her experience includes project management, oversight of design through construction and funding accountability of various transportation projects. Ann has managed various public improvement projects totaling over $40 million. She consistently meets project schedule requirements and stays within project budgets. She has provided both long/short-term on site support and staff augmentation for local agencies. Ann is also knowledgeable with the Federal Aid process for funding state and federal projects. Her in~depth knowledge of the Federal Aid process has assisted local cities in planning and implementing projects on time without risking their federal funds

Dahi Kim ASSISTANT ENGINEER -~--------------------- . -------- ---------- ~--- ~---- -~~-- ... ------------------------~- -~-- ----~ ~-------------~-------- -- ------~------------ --------

Dahi has a strong work ethic, is detailed oriented and enjoys both project teamwork and working independently. She possesses excellent communication skills providing high level customer service in a professional manner. She is known for her ability to efficiently multi-task on projects providing our clients with a broad range of services. She is consistently professional and exercises good judgment in handling of all matters.

KLING James M. Lancaster, Jr., PE, GE G E 0 TECHNICAL ENGINEER '2:~::,~~~,~~

James is a Professional Geologist and a Certified Engineering Geologist in the States of California and Oregon, and has over 22 years of experience in the geologic and geotechnical fields. He has conducted and overseen geologic, engineering geologic, forensic and hydrogeologic studies for all phases of projects from planning to construction, for residential, commercial and public works projects. Projects have included feasibility investigations, due diligence investigations, Environmental Impact Report investigations, seismic hazard investigations, fault investigations, landslide investigations, preliminary geotechnical investigations, mass grading, second party review, City review, technical review, and forensic investigations. As part of these projects, he has developed work proposals, schedules and cost estimates, set-up and managed both field and office phases of the projects and prepared and reviewed technical reports.


~ J

ORGANIZATION CHART

We propose the follow structure and staffing candidates to continue and enhance the current level of services to the City of San Juan Capistrano.

lnterwest clearly understands the need for staffing flexibility. As workloads increase, additionallnterwest staff can be placed onsite to assist and augment existing staff. As development processing is cyclical, any decrease in workload can be offset by a decrease in our presence. We will also maintain a group of professionals off-site to work on project reviews and address any immediate surges in workload that often occur in development

Development Engln-rlng

Ruben Castaneda · Joe lndrawan

Jon Crawford

KCGI<UNG. , ,, · . Coni.Uitl'lg ~Group; Inc,

Jim Lancaster

CIP/

Ann Herner Dahi Kim

Steve Palmer Warren Repke

Young Park BobAimirall

Traffic Engln-rlng

Ruben Castaneda Marty Hanneman

Joe Semon Ann Herner

lnterwest Consulting Group I www.interwestgrp.com

Construction

Tom Marnocha Young Park

Les Chapman Leo Bonahora

Page 115

SECTION - D

References RELEVANT EXPERIENCE

As a full service company to government agencies we are proud of the services we provide to our clients. As requested in the RFP, below are current references for similar work projects in the past five years.

lnterwest Consulting Group performed a variety of services resulting in the delivery of efficient and cost effective services to the newly incorporated City of Eastvale. These services included: (1) the gathering of essential information and key data which served as the basis for confirming service area responsibilities for the City' of Eastvale, (2) preparation of fiscally prudent and conservative operating budgets and, (3) identified cost effective, efficient, and innovative methods of providing Public Works, Planning, Building and Safety activities and services transitioned from the County of Riverside

Since incorporation of the City of Eastvale on July 1, 2010, lnterwest Consulting Group has created and implemented necessary systems and processes to provide the following services:

../ Program Management

../ Construction Management I Observation

../ Plan Checking

../ Public Works Inspector

../ Engineering Support Services

../ NPDES- Storm Water Compliance Support Services

../ City Engineering

../ Grant Writing Services

../ Development Engineering and Entitlements

../ Transportation Planning

../ Traffic Engineering Services

../ Building Department Administration 1 Building and Safety Code Compliance

../ Plan Review, Inspections and Permit Counter

../ Drainage Engineering

../ Geographic Information Systems


Services Provided: Since 2010

Carol Jacobs City Manager

12363 Limonite Ave, Ste 910 Eastvale, CA 91752

(951) 361-0900 [email protected]

Bob VanNort Former City Manager


Page 116

In November 2010, as part of its recovery process, the City of Bell selected lnterwest Consulting Group to provide building plan check services. lnterwest has reviewed a number of projects in the City, including a new commercial building, several commercial Tis and residential addition and remodel projects. The opportunity to assist Bell in its recovery presented unique challenges with nearly every manager and the entire City Council departing the City in a matter of months. We worked closely with staff to maintain a high level of customer service and deliver quality plan reviews to the City. We were also selected to provide engineering services in December 2011 and Building and Safety services in 2012. Our staff seamlessly integrated into the City working closely with new managers helping identify new policies and procedures that were needed, reconnecting with regional projects and preparing master plans. We currently provide the following onsite and offsite services:

../ City Engineering

../ Building Official -if' Plan Review ./ Building Inspection ../ Project /Program Management ../ Construction Management ,/ Construction Observation ../ Geographic Information Systems (GIS)

Prior to incorporation, on July 1, 2008, lnterwest Consulting Group worked on initiatives to gather essential information and data which served as the basis for confirming service area responsibilities for the City of Wildomar. We prepared fiscally prudent and conservative operating budgets and identified cost effective and innovative processes for providing Public Works, Planning, Building and Safety activities and services transitioned from the County of Riverside. Since incorporation of the City of Wildomar on July i, 2008, lnterwest Consulting Group has created and implemented necessary systems and processes to provide the following services:

../ City Engineering -if' Development Engineering and Entitlements .. / Transportation Planning

Traffic Engineering Services ../ Building Department Administration ·V" Building and Safety Code Compliance ../ Plan Review and Inspections ,/ Code Enforcement ;/ Drainage Engineering -if' Geographic Information Systems ../ Information Technology ../ Real Estate Acquisitions Services .,. Grant Writing Services



Joe Perez Community Development Director

6330 Pine Avenue Bell, CA 90201 (323) 588-6211

[email protected]


Gary Nordquist City Manager

23873 Clinton Keith Road, Suite 201

Wildomar, CA 92595 (951) 677-'7751

[email protected]

Frank Oviedo Former Citv Manager


Page J17

lnterwest Consulting Group began serving the City of Yorba Linda [population 64,000] in April 2010. A city who continues to see growth we are pleased to provide Building and Safety plan review and Public Works inspection services for the City. Building Plan Review services are performed off-site by experienced, licensed engineers with a focus on delivering thorough and timely plan reviews for the development community. Our full-time onsite staff performs public works inspection services and construction management services on a variety of commercial and residential development projects. lnterwest currently provides:

../ Construction Management& Inspection

../ Building Plan Review

../ Public Works Inspection

In April 2009, lnterwest Consulting Group began providing turn-key building and safety services to the City of Lake Forest (population 82,000). Recognizing the value and cost benefits attributable to employing a contract services model, the City has contracted for building and safety services since its incorporation in 1991. lnterwest Consulting Group provides a team of onsite professionals that provide all building and safety services-blending seamlessly with existing city staff. We provide a full time building official, building plan reviewers, building inspectors and a building permit counter technician.

Staffing levels are adjusted based on changes in construction activity to ensure that (1) revenue plus expenditures are monitored to ensure that building and safety activities are general fund neutral and (2) a high level of customer service is maintained. lnterwest Consulting Group successfully transitioned services from the previous service provider and continues to provide the following services:

../ Plan Check

../ Building Official

../ Building and Safety Code Compliance Plan Review

../ Building and Safety Inspection Services

../ Permit Technician

../ Front Counter Support

Mark Stowell, PE Former Public Works Director I City

Engineer (562) 902-2385

[email protected]


Tom Wheeler Public Works Director

25550 Commercentre Drive Lake Forest, CA 92630


lnterwest was selected in 2011 to provide engineering plan check services for the Public Works Department at the City of Lake Forest. Our scope of services includes providing a part time contract engineer who works side by side with City staff to complete the review of developer prepared grading, street, and drainage plans for subdivision tract improvement projects; and provide conditions of approval for discretionary approvals such as site development plans and tentative tract maps. Plans are reviewed for compliance with all City and County standards including the Drainage Area Management Plan, Water Quality Management Plan, and Orange County Hydrology Manual. lnterwest also provides additional staff as needed to provide more specialized development engineering review when requested by the City.

lnterwest Consulting Group I www.interwestgrp.com Page 118

SECTION ~ E

lnterwest has the staff and resources. readily available to respond to the City's needs in a timely manner. We can provide additional hours if needed depending on the City's workload. Our proposed City/Traffic Engineer is a resident of a nearby City and can be readily available within a short period of time. He is flexible and committed to providing the City with speedy and efficient service. He is available to work as-need and assigned by the City and is flexible to be available for on-call services.

lnterwest Consulting Group ! Pagel19

SECTION~ F ----------------

As outlined in the RFP, the cost of service is in an attached, sealed envelope.

lnterwest Consulting Group 1 Page /20

SECTION - F

Cost of Services

Type of Service

Traffic Engineer

City Engineer

Senior Engineer

Associate Engineer

Assistant Engineer

Public Works Inspector

SWPP Professional

Engineer in Training Engineering Technician Draftsperson

PROPOSER PRICING FORM

Hourly Rate

$130 $130 $120 $85 $75 $75 $85 $65 $65 $60

Other Professional/Sub-Professional Rate(s) See attached schedule of hourly rates sheet

Required Conditions

Rates are not subject to minimums or maximums

Rates are all inclusive. No additional fees will be charged

Rates· are billable in fifteen (15) minute increments

Rates will not increase for the term of the original agreement (from the effective date through June 30, 2015)

Rates will not vary for after hours or holiday service

Extensions to the original agreement will only be considered if the firm agrees to maintain the rates listed on the "Proposer Pricing Form for the duration of each extension. Maintaining the rates, alone, will not guarantee an extension.

I, the undersigned, on behalf of the firm specified, hereby certify that the foregoing is true and correct and that I am authorized to bind the firm to proposal

Name (Please Print) Tim D'Zmura -------------------------------------------

Title (Please Print Municipal Services Director

Name of Firm (Please Print) lnterwest C ultin Signature --7~7"/~~r=====:::::;::::;;:==;:;:::::;:::::----------

Date

lnterwest Consulting Group I www.interwestgrp.com

EXHIBIT B

Schedule of hourly rates by classification

Classification Hourly Billing Rate

Engineering

City Engineer .................................................................................................. $130 Traffic Engineer ................................................................................................ 130 Supervising Engineer ....................................................................................... 125 Senior Engineer ................................................................................................. 120 Storm Water Engineer ...................................................................................... 120 Project Manager ............................................................................................... 11 0 Associate Engineer 111 ....................................................................................... 105 Associate Engineer 11 .••.••..••...•..••..•.•.•......•.....•.•••...•.•..••.......•....•.•.••.••...•...•..••..• 100 Associate Engineer 1 ........................................................................................... 85 Assistant Engineer .............................................................................................. 75 Engineering in Training ....................................................................................... 65 Public Works Inspector ....................................................................................... 75 SWPPP Professional .......................................................................................... 85 Engineering Technician 111 .................................................................................. 73 Engineering Technician 11 ................................................................................... 70 Engineering Technician 1 .................................................................................... 65 Draftsperson ....................................................................................................... 60

Construction Management

Construction Manager .................................................................................... $120 Assistant Construction Manager ....................................................................... 11 0 Supervising Public Works Observer ................................................................. 105 Senior Public Works Observer ........................................................................... 95 Public Works Observer 111 •.•.•..••.•.•••.•.•......•.•.•..••.••..•.•..•••...•..•.•...•.••.•.•..•...•.•••...•• 85 Public Works Observer 11 .................................................................................... 80 Public Works Observer 1 ...................... ............................................................... 75

Transportation

Supervising Transportation Planner ............................................................... $120 Senior Transportation Planner .......................................................................... 110 Associate Transportation Planner 111.. ................................................................. 95 Associate Transportation Planner II ................................................................... 85 Associate Transportation Planner I .................................................................... 80

Administrative

Senior Administrative ........................................................................................ $65 Administrative 111 ................................................................................................. 58 Administrative 11 .................................................................................................. 54 Adminstrative I .................................................................................................... 48

Rates are typically reviewed yearly on July 1 and may be subject to revision unless under specific contract obligations.


TO: Karen P. Brust, City Min' Directo~

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