HomeMy WebLinkAbout25B - AGMT FOR SOLIS GROUPREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
SEPTEMBER 15, 2020
TITLE:
APPROVE AN AGREEMENT WITH THE
SOLIS GROUP FOR COMMUNITY
WORKFORCE AGREEMENT
ADMINISTRATION FOR A TERM OF UP TO
FOUR YEARS IN AN AMOUNT NOT TO
EXCEED $1,200,000
(NON -GENERAL FUND)
/s/ Kristine
CITY MANAGER
CLERK OF COUNCIL USE ONLY:
APPROVED
❑ As Recommended
❑ As Amended
❑ Ordinance on 1� Reading
❑ Ordinance on 2od Reading
❑ Implementing Resolution
❑ Set Public Hearing For
CK�7►111►U1q�iC�.
FILE NUMBER
RECOMMENDED ACTION
Authorize the City Manager to execute an agreement with The Solis Group to provide Community
Workforce Agreement (CWA) administrative services for a two-year period beginning September
15, 2020, and ending September 14, 2022, with provisions for two one-year extensions, for a total
aggregate amount not to exceed $1,200,000, subject to non -substantive changes approved by the
City Manager and City Attorney.
DISCUSSION
The purpose of the CWA is to increase employment opportunities for workers who live in Santa
Ana and increase training and employment opportunities for the City's construction trade students
through apprenticeships. A key goal of the CWA is that no less than 30 percent of the total work
hours on a project be performed by workers residing in Santa Ana, Orange County, or by veterans
regardless of where they reside. The City has pledged to actively administer, monitor, and enforce
the obligations of the CWA to ensure that the benefits envisioned from it flow to all, and as a result,
the City has included, directly or by reference, the requirements of the CWA in the advertisement
and specifications of every contract awarded since September 2017.
On June 23, 2020, the Public Works Agency issued a Request for Proposal (RFP), by which it
sought a qualified consultant to administer and enforce the CWA. The RFP was advertised on the
City's online bid management and publication system, PlanetBids. Forty firms downloaded the RFP
package, three of which submitted a proposal. The proposals were evaluated by a selection
committee based on criteria as outlined in the RFP. The Solis Group's proposal was
comprehensive and met all the requirements of the RFP. Staff recommends awarding a contract
(Exhibit 1) to The Solis Group for CWA professional administrative services. Listed below are the
evaluation results.
25B-1
Award Contract for Community Workforce Agreement Administration
September 15, 2020
Page 2
Rank
Firm
Score
1
The Solis Group
92
2
TransCal Services, LLC.
88
3
Murow Development Consultants
68
FISCAL IMPACT
There is no fiscal impact at this time. Prior to utilizing any of these services, Public Works staff
must receive Finance & Management Services Agency approval of funding and accounts to ensure
that funds are available under the authorization and aggregate limit of the agreement. Upon
successful completion of this fiscal review, a corresponding Notice to Proceed containing the
specific scope and maximum expenditure for the task order will be issued to the firm.
Submitted By: Nabil Saba, P.E., Executive Director — Public Works Agency
Exhibit: 1. Agreement with The Solis Group
25B-2
=m:n5i
AGREEMENT TO PROVIDE PROFESSIONAL ADMINISTRATIVE SERVICES FOR
CITY OF SANTA ANA'S COMMUNITY WORKFORCE AGREEMENT
THIS AGREEMENT is made and entered into on this 15th day of September, 2020 by and between TSG
Enterprises, Inc. (dba The Solis Group) ("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 June 23, 2020, the City issued Request for Proposal No. 20-096, by which it sought a qualified
consultant to provide professional services in administering the City's Community Workforce
Agreement (CWA).
B. Consultant submitted a responsive proposal that was selected by the City. Consultant represents
that it is able and willing to provide the services described in the scope of work that was included
in RFP No. 20-096.
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:
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. Consultant's Proposal - Exhibit B, is attached and incorporated in full.
2. COMPENSATION
a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant
under this Agreement. Consultant shall be paid only for actual services performed under this
Agreement at the rates and charges identified in Exhibit C. The total amount to be expended
under this Agreement shall not exceed $1,200,000 during the term of this Agreement, including
any extension periods.
b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice
evidencing work performed, subject to City accounting procedures. Payment need not be made
for work which fails to meet the standards of performance set forth in the Recitals and Scope
of Work, which may reasonably be expected by City.
25B-3
3. TERM
This Agreement shall commence on the date first written above and terminate on September 14,
2022, unless terminated earlier in accordance with Section 16, below. The term of this Agreement may
be extended for up to two 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.
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 Documents & Data. Consultant makes no such representation and
warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not
be limited in any way in its use of the Documents and Data at any time, provided that any such use not
within the purposes intended by this Agreement shall be at City's sole risk.
Page 2 of 8
25B-4
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.
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
Page 3 of S
25B-5
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. 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
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.
Page 4 of 8
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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 fixrther 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
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.
Page 5 of 8
25B-7
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. TERIVIINATION
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
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
Page 6 of 8
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cause for termination of this Agreement.
20. NIISCELLANEOUS 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)
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
To Consultant:
With Courtesy copies to:
Executive Director
TSG Enterprises, Inc. dba. The Solis Group
131 N. El Molino Avenue, Suite 100
Pasadena, CA 91101
Fax:626-685-6985
Attn: Elizabeth Solis/Jeremy Turner
City of Santa Ana, Public Works Agency
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, California 92702
Fax:714-647-5635
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.
Page 7 of 8
25B-9
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above
written.
ATTEST:
Daisy Gomez
Clerk of the Council
APPROVED AS TO FORM:
SONIA R. CARVALHO
City Attorney
By:
John Punk
Assistant City Attorney
RECOMMENDED FOR APPROVAL:
Nabil Saba
Executive Director
Public Works Agency
CITY OF SANTA ANA
Kristine Ridge
City Manager
CONSULTANT:
Terry E. Sof if
Chairman & Secretary of the Board of
Directors
Page 8 of 8
25B-10
EXHIBIT A
Appendix
ATTACHMENT 1
SCOPE OF WORK
CITY OF SANTA ANA
REQUEST FOR PROPOSALS
FOR
RFP NO. 20-096
COMMUNITY WORKFORCE AGREEMENT (CWA)
PROFESSIONAL ADMINISTRATIVE SERVICES
Introduction and Background:
The Community Workforce Agreement (CWA) is an agreement between the City of Santa Ana
(City), the Los Angeles/Orange Counties Building and Construction Trades Council, and affiliated
local unions. The CWA became fully integrated into project specifications in September of 2017.
The City seeks proposals from capable and experienced firms to provide professional services in
administering and enforcing the obligations of the CWA to ensure that the benefits envisioned
from it flow to all Parties, including the Contractors, crafts persons working under it, and the
residents of the City.
The aim of the CWA is to increase employment opportunities for workers who live in Santa Ana,
Orange County, and Veterans, regardless of where they reside, increase training and employment
opportunities for the City's construction trade students through apprenticeships, and to promote
efficiency of construction operations performed for the City. The CWA applies to all of the City's
Project Work performed by Contractor(s) of any tier that have contracts awarded for such work,
for the development of the City's facilities which have been designated by the City for construction
or rehabilitation.
Project Work covered by the CWA is defined and limited to all construction and major
rehabilitation work for multi -trade construction contracts exceeding two -hundred and fifty -
thousand dollars ($250,000), and all specialty contracts exceeding one -hundred thousand dollars
($100,000). A goal of thirty (30) percent of total work hours shall be performed from workers
residing within the areas defined in the CWA.
Description of Work:
Provide all services, and support, required to actively administer and enforce the obligations of the
CWA, ensuring that the benefits envisioned from it flow to all Parties.
Firm/Contractor Responsibilities:
The selected firm shall provide professional administrative services that include, but are not
limited to the following:
1. Act as the City's authorized representative and the liaison between the City, Contractors, and
City of Santa Ana RFP 20-096
2,08111
Local Unions, coordinating all CWA activities.
2. Attend Pre -Bid and/or Pre -Construction meetings to provide an overview of the CWA,
responsibilities outlined within the CWA, and resources available to assist Contractors in
achieving the CWA goal.
3. Conduct Pre -Job Meeting between Contractor, Sub -Contractors, and appropriate Unions,
informing all parties of their rights and obligations under the CWA.
4. Assist and guide Contractors during all phases of construction.
5. Assist and advise City staff in the preparation CWA sections of project Specifications and
Bid Package.
6. Assist in review, and responses, to CWA related Requests for Information during bidding.
7. Collect, review, and verify all forms required bythe CWA, priorto commencement ofproject
work. Create and maintain a CWA Administration database.
8. Assist in interpretation, clarification, and application of the CWA.
9. Recommend enhancements of the CWA.
10. Investigate, supervise, and resolve CWA grievances.
11. Monitor and recommend enforcement measures to ensure compliance by Contractor, and
Local Unions, with provisions of the CWA.
12. Organize monthly meetings with City staff, providing CWA update on City projects.
13. Prepare various monthly, quarterly, and annual reports detailing CWA activity.
14. Prepare a Project Closeout Report outlining obstacles, violations, services performed, and
final percentages achieved by workforce type (Santa Ana, Orange County, Veterans and
Non -Local).
15. Prepare an Annual report summarizing all CWA activity (planned, active, and completed
projects), to present to City Council and residents of Santa Ana.
16. Develop a CWA Compliance Packet to assist Contractors in complying with the CWA, as
needed.
17. Author a formal CWA Policies and Procedures manual as a guide for CWA administration
duties.
18. Train City staff, and those identified by the City, on implementation of CWA by developing
educational material and presentations.
19. CWA orientation for Contractors, as needed.
City Responsibilities:
The City will furnish copies of project Plans and Specifications. The City will make available any
other material related to the Community Workforce Agreement.
Special Requirements
None.
Prevailing Wages
The successful firm will be subjected to compliance, monitoring and enforcement by the State of
California Department of Industrial Relations. The firms are required to inform themselves fully
of the conditions relating to labor under which the work will be performed. In accordance with the
California State Labor Code, prevailing wage rates apply per the following link.
City of Santa pAna yRRFFP 20-096
•nt
http://www.dir.ca.govL/public-works/Xublicworks.html
Firm shall provide certified payroll to the City upon invoicing. The City will not process invoices
until certified payroll has been provided.
Fee Proposal
In addition to Section IV.13.3 (Submittal Requirements: Fee Proposal) fee schedule shall be
structured as follows:
Proposer's Fee Proposal shall be submitted concurrently with the technical proposal, but in a
separately sealed envelope, clearly labeled as "Fee Proposal." This shall include the firm's
Standard Hourly Fee Schedule, inclusive of all anticipated applicable fees for the types of projects
described in this RFP.
The proposer shall also submit another Fee Proposal to include classifications or services that can
be provided by the proposer. This fee proposal should be included in the aforementioned envelope.
City of Santa
pAna
yRFFP 20-096
2-08�' 11
EXHIBIT B
— Proposal to Provide
Community Workforce Agreement Professional Administrative Services
a. Cover Letter
July 14, 2020
Michael Ortiz, Project Manager
City of Santa Ana
Public Works Agence; M-22
20 Civic Center Plaza; Ross Annex
Santa Ana, CA92701
RE: Request for Proposals
Community Workforce Agreement (CWA) Professional Administrative Services
Dear Mr. Ortiz:
The Solis Group (TSG) has a proven track record of cost-effectively implementing
Community Workforce Agreements (CWA) for public agencies. Headquartered in Pasadena,
we are ready to support the City's mission for its Capital Improvement Program and to
achievethe local resident and veteran hiring goals.
TSG has repeatedly been selected as the best -value offeror in delivering similar programs
throughout California, with six similar assignments in the City's neighboring communities at
this time. We will leverage our previoussuccessesandcurrentrelationshipstomeet — and
exceed —all City goals. We will achieve this through our:
• 27 years of experience supporting public agencies
• Track record of achieving a variety of local hiring
program goals including tiered programs with local
resident and veteran goals
• Strong history of effective labor relations management
with the building trades
• Direct experience in grievance processing, mediation,
and arbitration
• Coordination of CWA workforce development and
employment programs that engage and educate the
local workforce and contractor community, including
local small businesses
Internal Quality Assurance protocols to ensure on -time
and on -budget performance.
TSG Enterprises, Inc dba
The Solis Group
131 N. El Molina Avenue,Suite 100
Pasadena, California 91101
Phone: (626) 685-6989
Fax:(626)685-6985
Proposal Contact:
Gary A. Hamm
Senior Vice President
Phone:626-685-6989
Email: ahammlau)thesnlisernun.cnm
C THE,
SOLIS 131 N. El Molino Ave, Suite 100, Pasadena, CA 91101 ■ Office: 626.685.6989 ■ Fax: 626.685.6985 Page 1
GROUP
25B-14
Proposal to Provide
I Community Workforce Agreement Professional Administrative Services
Jeremy Turner will be your CWA Administrator and he stands ready to provide hands-on
professional services to the City immediately upon award. He has direct experience managing a
variety of CWA and related compliance programs for our municipal and public works clients, as
well as local K-12 school districts and community college districts. Jeremy has strong existing
relationships with the LA/Orange County Building Trades Council and related local unions.
Evidence of Jeremy's success managing CWA and local hiring programs includes his strong
performance on similar programs, Recently, Jeremy began work as the Project Labor
Coordinator at Anaheim Union High School District where his projects are currently at 58% and
53%versus the goal of 30%. Other successes are highlighted in the balance of this proposal and
on his resume.
Why choose our team? We have a proven track record of keeping clients compliant with
their project funding sources, enabling them to meet critical deadlines and schedules. We
provide expert advice, accurate and timely reporting, and a staff that is courteous and
responsive. TSG is respected in the industry as a firm that provides Innovative and flexible
solutions, not defaulting to "cookie -cutter" solutions to solve compliance issues.
Jeremy and his team are committed to leading a cost-effective program driven by engaging
the community, local workers, contractors, and City in partnership toward shared goals. We
look forward to working with you.
Our service and price proposal Is valid for a minimum period of 120 days from the date of
submission. I am duly authorized to contractually bind the company.
Sincerely,
er . Solis
It r an and Secretary of the Board of Directors
MG116 131 N. EI Molino Ave, Sidle 100, Pasadena, CA 91 101 ■ Office: 626.695.6989 ■ Fax: 626.6a5.6985 Page 2
25B-15
I Proposal to Provide
skA Community Workforce Agreement Professional Administrative Services
Table of Contents
Section
Page No.
1. Statement of Qualifications
a. Cover Letter..........................................................................................................................1
Table of Contents
b. Agreement Statement.........................................................................................................3
c. Firm and Team Experience...................................................................................................3
d. Understanding of Need......................................................................................................13
e. Relevant Experience...........................................................................................................15
f. Quality and Staff Availability..............................................................................................17
g. References..........................................................................................................................18
2. Scope of Services & Schedule................................................................................................19
3. Fee Proposal...........................................................................................................................20
4. Certifications.................................................................
.. .......-- - - )n
CSHE.
M OROUSOLISP 131 N. El Molino Ave, Suite 100, Pasadena, CA 91101 Office: 626.685.6989 Fax: 626.685.6985
25B-16
''-`-L- I Proposal to Provide
it"''i' Community Workforce Agreement Professional Administrative Services
b. Agreement Statement
The Solis Group (TSG) concurs with the provisions as contained in the standard agreement
attached as Attachment 2, in the Appendix of the subject RFP.
c. Firm and Team Experience
History of Firm
The Solis Group (TSG) is a program
management and compliance consultant
for public works construction programs.
We specialize in the administration of
Community Workforce Agreements (CWAs)
and related services necessaryto ensure
the success of local hire and small business
utilization and labor compliance programs.
TSG Enterprises, Inc., dba The Solis Group is
a California corporation headquartered in
The Solis Group
Summary Information
MaJorServices
EWAAiministration
Provided
Local hire and targeted
workerprograms
• Local/Small/MinorityNVomen—
owned Business Utilization
• Labor Compliance
• Comm unity&Contractor
Outreach
Firm Size
30 staff members
Corporate
Established in Pasadena in 1992,
Organization
TSG is a Califomia corporation.
Location of Corporate
131 N. El Molina Avenue, Ste 100,
Headquarters
Pasadena, CA 91101
Pasadena, California. The firm was
established in 1992, has been in business for 27 years, and has 30 employees. Services on
this assignment will be provided by staff from the Pasadena office.
Our firm is one of the pioneers in helping owners with the management and enforcement of
CWAs and local hiring programs —often for agencies implementing their first such
programs. We bring the technical expertise to manage the details of these programs along
with a genuine focus on the stakeholders and people served by them.
The Solis Group (TSG) is a proven CWA Coordinator with track record of demonstrable
success in administering Community Workforce Agreements (CWA) and achieving local hire
program goalsfor public agencies like the City of Santa Ana. We are optimally suited to
provide the inter -related services required for this assignment:
• CWA Professional Administration
• Local Hire lobs Coordination
TSG has supported many public agencies in CWA administration and local hire programs on
both small construction projects and large-scale programs, with 25 CWAs in the last five
years alone. Our depth of experience managing and interpreting CWAs enables us to offer
a fresh yet informed perspective on tackling core issues, minimizing project disruptions, and
'hitting the numbers.' A listing of recent CWA clients is provided later in this proposal at
Section e. — Relevant Experience.
C TNE_
$oLISoUP 131 N. EI Molina Ave, Suite 100, Pasadena, CA 91101 ■Office: 626.685.6989■ Fax: 626.685.6985 Page 3
DR 25B-17
♦r V�i
d Proposal to Provide
IN
Community Workforce Agreement Professional Administrative Services
The Right Team for Today - and Tomorrow. We've deliberately sized our team to cover all
City needs for its immediate plans and future expansion; we're nimble, cost-effective and
scalable. Our proposed team members, roles, and experience is tabulated below. We also
have an additional 25 staff members available to support the City's program should
workload demand additional resources.
Jeremy Turner will be the City's primary point of contact for this assignment. Resumes for
all assigned staff are included on the following pages.
CTHE
$OLII.I$ 131 N. EI MolinoAve, Suite 100,Pasadena, CA 91loin Office: 626.685.6989mFax: 626.685.6985
GROUP
Page 4
25B-18
Proposal to Provide
Community Workforce Agreement Professional Administrative Services
Jeremy Turner
Project Manager and CWA Administrator
As an experienced Project Manager with eight years in
the industry, Jeremy brings a number of relevant skills
to his Technical Advisor role. He is adept in compliance
program development, administration, and
monitoring/reporting associated with LCPs. He has
worked on public works projects throughout California,
managing TSG staff and overseeing data collection and
analysis for use in local, State, and/or Federal LCPs.
Jeremy oversees compliance data collection and
analysis for LCP and PLA administration, including local
or targeted worker utilization programs. He is also
highly skilled in ensuring clear lines of communication
and serving as a link between the owner, general
contractors, subcontractors, local work source centers,
and community -based organizations regarding LCP and
funding requirements.
Relevant Experience
City of Fresno, Southeast Surface Water Treatment Facility (WTF), Fresno, CA: Project
Manager. Manages TSG team responsible for labor compliance monitoring, enforcement,
and reporting to fulfill all California Labor Code and Federal Davis -Bacon requirements for
this $160M project. Also assists in advising contractors on all labor compliance
requirements and coordinating formal enforcement actions among public and private
agencies and the City. This program involves CWSRF funding and TSG is assisting the City in
meeting all funding requirements.
City of San Mateo, Wastewater Treatment Plant (WTP) Upgrade, San Mateo, CA: Project
Manager. TSG is providing labor compliance consulting services for this $2.5M WTP
expansion and upgrade as part of the City's Clean Water Program. Enforces compliance with
California prevailing wage. Responsible for managing TSG staff providing support with
project funding and DIR program requirements; maintaining labor compliance files;
distributing certified payroll forms, wage determination, and LCP posters; receiving/auditing
CPRsto assure prevailing wage compliance; and conducting, documenting, and reporting
prevailing wagejob site interviews. Responsible for identifying potential labor compliance
claim issues before they arise including investigating probable violations and complaints of
underpayment; verifying registration of apprentices as per California Labor Code
requirements; providing monthly reports on submission of payroll records; enforcing
delinquent/incomplete payroll records; and performing ongoing contractor education.
C THE.
$GLI$ 137 N. El Molino Ave, SuitelW,Pasadena, CA 91101■Office: 626.685.6989■Fax: 626.685.6985 Pages
GROUP
25B-19
Proposal to Provide
Community Workforce Agreement Professional Administrative Services
Anaheim Union High School District, Measure H General Obligation Bond Construction
and Major Rehabilitation Program, Anaheim, CA: Project Manager. Jeremy is the Project
Labor Coordinator responsible for Community Benefits Agreement (CBA) Administration,
Labor Compliance, and Local Hire Program Management for Anaheim Union High School
District. The program isfunded by a $249M bond measure and includes construction
projects at seven schools. Jeremy works closely with the District, contractors, and local
unions to ensure all projects comply with labor regulations and CBA requirements.
Anaheim Elementary School District, Measure G General Obligation Bond Construction
and Modernization Program, Anaheim, CA: Project Manager. Serves as Project Labor
Administrator/Coordinator responsible for Community Benefits Agreement (CBA)
Administration, Labor Compliance, and Local Hire Program Managementthe District's $77M
bond program. Jeremy works closely with the District, contractors, and local unions to
ensure all projects comply with applicable labor regulations and CBA requirements.
Rancho Santiago Community College District, Measure Q Facilities Bond Construction &
Modernization Program, Santa Ana, CA: Project Manager. Jeremy is the TSG Project
Manager responsible for PLA Administration and Labor Compliance Program Management
for the District's bond construction program. He provides technical assistance to the
District, prime contractors, subcontractors, and workers on all issues. He manages the TSG
staff performing the day-to-day tasks of site and worker interviews, document audits, and
monthly reporting. He is responsible for grievance processing and facilitating labor-
management cooperation, as well as managing targeted worker and small business
outreach programs.
Coast Community College District, Measure M Facilities Bond Construction &
Modernization Program, Costa Mesa, CA: Project Manager. Serves as the TSG Project
Manager responsible for PLA Administration and Labor Compliance Program Management
for the District's $698M bond construction program. He provides technical assistance to the
District, prime contractors, subcontractors, and workers on all issues. He manages the TSG
staff performing the day-to-day tasks of site and worker interviews, document audits, and
monthly reporting. He is responsible for grievance processing and facilitating labor-
management cooperation, as well as managing targeted worker and small business
outreach programs.
Los Angeles County Departmentof Public Works, Master On -Call Labor Compliance
Contract, Los Angeles, CA: Project Manager. Manages TSG team providing as -needed labor
compliance on 25+projects totaling $517M in construction value for LACDPW including the
Sepulveda Feeder, San Gabriel Dam, Morris Dam, and Dominguez Gap. Oversees Project
Manager's work and serves as a point -of -contact for LACDPW on all administrative issues.
TSG is currently working on the Tujunga Wash —a Prop-84 funded project —including
assisting LACDPW in meeting all funding requirements.
CMTHE
IIOROUP 131 N. El Molino Ave, Suite 100, Pa sad 211a, CA 91101 Office: 626.685.6989■Pax: 626.685.6985 Page 6
25B-20
Proposal to Provide
Community Workforce Agreement Professional Administrative Services
Elizabeth Solis
Principal -in -Charge
A 25-year industry veteran, Elizabeth provides program
management oversight and technical advisory skills for
public works projects. Her expertise lies in developing
and implementing public agency compliance programs
including DBE/SBE programs, labor compliance
programs, project labor agreement administration, and
targeted worker programs. Her years of experience
have given her a complete understanding of Federal,
State, and local funding regulations and requirements.
As Principal -in -Charge, Elizabeth embraces her role as
the bridge between the agencyand contractors. She
has developed a unique set of skills that bring a new
perspective to compliance program management. Her
experience working as a member of the contractor's
project team, as well as working as an owner's
representative in a program management oversight
role, has given her insight into how to manage a
compliance program that will be successful and exceed
program goals. Her exceptional communication skills
enable her to convey the owner's program objective to
stakeholders and contractors, and to develop cooperative approaches with the project
team that lead to demonstrative program success.
Relevant Experience
City of Fresno, Southeast Surface Water Treatment Facility (WTF), Fresno, CA: Principal -in -
Charge and Technical Advisor. Oversees TSG team responsible for labor compliance
monitoring, enforcement, and reporting to fulfill all California Labor Code and Federal
Davis -Bacon requirements for this $160M project. As a technical resource for the team,
assists in advising contractors on all labor compliance requirements and coordinating formal
enforcement actions among public and private agencies and the City. This program involves
CWSRF funding and TSG is assisting the City in meeting all funding requirements.
Los Angeles County Department of Public Works (LACDPW), Master On -Call Labor
Compliance Contract, Los Angeles, CA: Principal -in -Charge. Oversees TSG team providing
as -needed labor compliance on 25+projects totaling $517M in construction value for
LACDPW including the Sepulveda Feeder, San Gabriel Dam, Morris Dam, and Dominguez
Gap. Oversees Project Manager's work and serves as a point -of -contact for LACDPW on all
administrative issues. TSG is currently working on the Tujunga Wash —a Prop-84 funded
project —including assisting LACDPW in meeting all funding requirements.
CJHE"
GROUP 137 N. EI MolinoAve, Suite 100, Pasadena, CA 91101 ■ Office: 626.685.b989 ■Fax: 626.685.6985 Page 7
25B-21
Proposal to Provide
Community Workforce Agreement Professional Administrative Services
Los Angeles County Metropolitan Transportation Authority (LA Metro), Crenshaw/LAX
Transit Corridor, Los Angeles, CA: Principal -in -Charge. Oversees TSG staff interfacing with
LA Metro's construction teams and project contractors and monitoring compliance with
State and Federal Davis -Bacon prevailing wage regulations for this $1.713 project. Supervises
TSG staff in collecting CPRs and monitoring wage underpayment and apprenticeship
utilization. Oversees on -site interviews and provides technical assistance. Also oversees
preparation of reports to LA Metro regarding status of contractor adherence with labor
compliance requirements.
OC 405 Partners/Orange County Transportation Authority, I-405 Improvement Project,
Irvine, CA: Principal -in -Charge. Elizabeth is currently supporting the OC 405 team on this
$1.7 Billion project for Orange County Transportation Authority (OCTA). Elizabeth oversees
and implements the SDBE Program consistent with the Agency's goals, including arranging
and facilitating outreach events in the project area. One of the challenges with this project
is coordinating outreach efforts with all six project area municipalities.
Exposition Metro Line Construction Authority, Expo Line Phase II to Santa Monica, Los
Angeles, CA: Project Manager. Served on the program management team overseeing
multiple projects that comprised this $1.5 billion transit project. Projects included the
physical construction of the rail line, the maintenance and operations facility, the bikeway
path, and associated projects. Elizabeth was responsible for providing oversight, support,
and performance reporting for all PLA-related programs including: small business enterprise
utilization, local hire, labor compliance, and relative to the agency's PLA and Construction
Careers Policy. Her team audited data from the prime contractor to insure contractor
compliance with the PLA and CCP. In this effort, she helped the program management
team achieve the owner requirement goals for worker and small business utilization.
West Basin Municipal Water District, Hyperion Pump Station, Carson, CA: Principle -in -
Charge. Overseeing contractor education and support; monitoring and enforcing all LCP
provisions; processing grievances; and facilitating labor-management cooperation for$50M
group of District projects, including the Hyperion Pump Station. Due to Prop-84 funding,
also responsible for overseeing creation of the LCP Manual and shepherding program
application through the DIR for approval, as well as fully implementing LCP protocols for
duration of the construction projects.
Orange County Public Works Department (OCPWD), East Garden Grove Improvements
and Trabuco Creek Channel Level Protection Prop-84 Projects, Garden Grove, CA: LCP
Administrator. Responsible for drafting and receiving DIR approval for OCPWD's LCP Manual
on two Prop-84 funded Orange County projects. Educated contractors on California labor
laws, ensured compliance with Federal and State prevailing wage regulations, and
responsible for monitoring and enforcing all LCP provisions. Also assisted District in meeting
all Prop-84 funding requirements.
C THE.
GROUP 131 N. El Molino Ave, Suite 100, Pasadena, CA 91101 ■ Office: 626.685.6989 ■ Fax: 626.685.6985 Page 8
25B-22
Proposal to Provide
Community Workforce Agreement Professional Administrative Services
Mason Lutz
SeniorAnalyst
As a skilled Analyst, Mason supports contractors
through his deep knowledge of the programmatic
requirements of each assignment. He is effective at
explaining the intent of LCP requirements, helping
contractors with the insight and resources they need to
fulfill their contractual obligations.
Mason has direct experience participating in contract
compliance investigations including prevailing wage,
local hire, and disadvantaged -worker programs. He is
responsible for auditing and tracking contractor
document submittals, as well as managing TSG site
interviewer staff in completing field worker interviews.
He also assists TSG Project Managers in the accurate
analysis and reporting of data, and timely processing of
invoice payment recommendations and delinquent document reports. Through his contractor
education efforts and his critical role in monitoring and enforcement activities, Mason helps
drive contractor compliance on agency programs.
Relevant Experience
West Basin Municipal Water District, Hyperion Pump Station, Carson, CA: Analyst. TSG is
providing contractor education and support; monitoring and enforcing all LCP provisions;
processing grievances; and facilitating labor-management cooperation for $50M group of
District projects, including the Hyperion Pump Station. Due to Prop-84 funding, TSG is also
responsible for creating the LCP Manual and shepherding program application through the DIR
for approval, as well as fully implementing LCP protocols for duration of the construction
projects.
LA Metro, Crenshaw/LAX Transit Corridor, Los Angeles, CA:Analyst. Works closelywith TSG's
Project Manager to assist with labor compliance responsibilities including overseeing site visits
and field worker interviews. Participates in contract compliance investigations including
prevailing wage, local hire, and disadvantaged -worker programs. Also performs onsite
interviews with project workers to identify work classifications, corroborate payment of
prevailing wages, and aggregate verifiable data relative to the tracking of local/targeted worker
and apprentice utilization. This $1.713 project includes interfacing with LA Metro's construction
teams and project contractors and monitoring compliance with State and Federal Davis -Bacon
prevailing wage. TSG sits on the Labor Compliance Bench for LA Metro and provides labor
compliance.
C THE,
GROUP 131 N. El Molina Ave, Suite 100, Pasadena, CA 91101 ■Office: 626.685.6959■Fax: 62Q685.6985 Page 9
25B-23
r, a -fib
Proposal to Provide
Community Workforce Agreement Professional Administrative Services
Mid -Coast Corridor Constructors/SANDAG, Mid -Coast Corridor Transit Project, San Diego, CA:
Analyst. TSG is a key CM/GC team member on this $1.713 project, serving as Labor Compliance
Officer. Assists the TSG Project Manager in ensuring that the CM/GC team remains in
compliance with all Federal, State, and local laws and regulations. Also monitors and audits
contractor compliance with applicable prevailing wage requirements, organizes project data,
and assists in preparing monthly progress reports to the team and SANDAG.
Griffith Construction/LACDPW, Devil's Gate Dam and Reservoir Sediment Removal Project,
Los Angeles County, CA:lobsCoordinator. Key team member on this $662M project, assisting
the Griffith Construction team in meeting all targeted hire and related program goals in
accordance with County requirements. Responsible for monitoring and auditing contractor
compliance with applicable prevailing wage and local hire requirements, organizing project
data, and assisting in preparing monthly progress reports to the team.
Mountain View School District, Measure SS Facilities Bond Construction and Modernization
Program, El Monte, CA: Analyst. Responsible for performing daily tasks associated with PLA,
local hire, and LCP administration. TSG serves as the lead PLA and Labor Compliance Program
Administrator for this $148M construction bond program, including assisting the District in
meeting all bond funding requirements. TSG is providing servicesfor a half -dozen simultaneous
school projects, in addition to providing on -call support to the District.
Fremont Unified School District, Bond Construction and Modernization Program, Fremont,
CA:Analyst. Responsible for performing daily tasks associated with PLA, local hire, and LCP
administration. TSG assisted the District in negotiating a PLA for its $650M bond program. The
challenge was building consensus among contractors, local unions, and the District in defining
rules that ensured no project would be interrupted due to labor issues. With the PLA
successfully negotiated, TSG is performing PLA administration.
Santa Ana Unified School District, Measure I Local School Improvement Bond Measure, Santa
Ana, CA:Analyst. Responsible for performing dailytasks associated with PLA, local hire, and LCP
administration. This $232M construction and modernization program has five simultaneous
school projects and utilizes bond funding.
Asusa Unified School District, Bond Construction and Modernization Program, Azusa, CA:
Analyst. Responsible for performing dailytasks associated with PLA, local hire, and LCP
administration for this $92M program involving bond funding.
Cerritos Community College District, Bond Construction and Modernization Program, Cerritos,
CA:Analyst. Responsible for performing daily tasks associated with PLA, local hire, and LCP
administration for this $350M program involving bond funding.
CTHESOLIS 131 N. El MolinoAve, Suite 100, Pasadena, CA 91101 ■ Office: 626.685.6989 ■ Fax: 626.685.6985 Page 10
GROUP
25B-24
Proposal to Provide
Community Workforce Agreement Professional Administrative Services
Issac Hernandez
Analyst
As a bi-lingual Analyst, Issac is responsible for auditing
and tracking contractor document submittals for
multiple TSG projects, helping ensure contractor
compliance on agency LCPs. He is diligent in his follow-
up with contractors regarding their delinquent
submittals. He organizes project data and assists in
creating monthly client progress reports.
Issac also assists TSG Project Managers by efficiently
completing important day-to-day project tasks on
schedule. His organization and attention to detail make
him an indispensable member of TSG's team.
Relevant Experience
Anaheim Union High School District, Measure H General Obligation Bond Construction and
Major Rehabilitation Program, Anaheim, CA: Analyst. Responsible for performing daily tasks
associated with PLA, local hire, and LCP administration. TSG serves as the lead PLA and Labor
Compliance Program Administrator for this construction bond program, including assisting the
District in meeting all bond funding requirements. As the District's first PLA Administrator, TSG
is assisting in ensuring that local residents are working on their projects. Currently, the local
hire goal of 30% percent is being exceeded with 53% local resident employment. TSG staff also
provide contractor education, monitoring, and monthly reporting on the compliance status of
all ongoing District projects.
Anaheim Elementary School District, Measure G General Obligation Bond Construction and
Modernization Program, Anaheim, CA: Analyst Responsible for performing daily tasks
associated with PLA, local hire, and LCP administration. TSG serves as the lead PLA and Labor
Compliance Program Administrator for this $318M construction bond program, including
assisting the District in meeting all bond funding requirements. TSG is providing PLA and LCP
services for multiple simultaneous school projects.
LA Metro, Crenshaw/LAX Transit Corridor, Los Angeles, CA: Analyst. Works closely with TSG's
Project Manager to assist with labor compliance responsibilities including collecting, auditing,
and monitoring certified payroll records and wage payment verification. Also manages
delinquent submittals with prompt and consistent follow-up. This $1.7B project includes
interfacing with LA Metro's construction teams and project contractors and monitoring
compliance with State and Federal Davis -Bacon prevailing wage. TSG sits on the Labor
Compliance Bench for LA Metro and provides labor compliance.
C THE.
GROUP 131 N. EI MolinoAve,Suite 100, Pasadena, CA 91101 ■ office: 626.685.6989 ■ Fax: 626.685.6985 Page 11
25B-25
Proposal to Provide
Community Workforce Agreement Professional Administrative Services
Olga Schriefer
Senior Site Interviewer
Olga has direct experience participating in contract
compliance investigations including prevailing wage,
local hire, and disadvantaged -worker programs —giving
her a 360-degree perspective of LCPs that greatly
informs her site interviews. She is bi-lingual and
conducts site visits and field worker interviews in both
English and Spanish.
Olga specializes in performing on -site interviews to
identify work classifications, corroborate payment of prevailing wages, and aggregate verifiable
data relative to the tracking of local/targeted worker and apprentice utilization. She is skilled at
identifying potential compliance and/or underpayment issues and works closely with
interviewees to complete the necessary steps to investigate disputes in a timely and efficient
manner. Her responsiveness and concern for issues pertaining to labor compliance enhance her
effectiveness as a site interviewer and facilitatesTSG's early identification of potential issues.
Relevant Experience
Santa Ana Unified School District, Measure I Local School Improvement Bond Measure, Santa
Ana, CA: Senior Site Interviewer. This $232M construction and modernization program involves
five simultaneous school projects and bond funding.
Mountain View School District, Measure SS Facilities Bond Construction and Modernization
Program, El Monte, CA: Senior Site Interviewer. This $10M program involves six simultaneous
elementary school projects and includes bond funding.
Anaheim Union High School District, Measure H General Obligation Bond Construction and
Major Rehabilitation Program, Anaheim, CA: Senior Site Interviewer. TSG serves as the lead
PLA and Labor Compliance Program Administrator for this construction bond program,
including assisting the District in meeting all bond funding requirements.
Anaheim Elementary School District, Measure G General Obligation Bond Construction and
Modernization Program, Anaheim, CA: Senior Site Interviewer. TSG serves as the lead PLA and
Labor Compliance Program Administrator for this $318M construction bond program, including
assisting the District in meeting all bond funding requirements. TSG is providing PLA and LCP
services for multiple simultaneous school projects.
LA Metro, Crenshaw/LAX Transit Corridor, Los Angeles, CA: Senior Site Interviewer. This $1.76
project includes interfacing with LA Metro's construction teams and project contractors and
monitoring compliance with State and Federal Davis -Bacon prevailing wage. TSG sits on the
Labor Compliance Bench for LA Metro and provides labor compliance.
C THE,
SOLIS 131 N. El Molina Ave, Suite 100,Po sad ena, CA 91101.Office: 626.685.6989■ Fax: 626685.6985 Page 12
GROUP
25B-26
Proposal to Provide
Community Workforce Agreement Professional Administrative Services
d. Understanding of Need
We see three core responsibilities under this assignment: (1) managing labor relations; (2)
coordinating the CWA's innovative workforce development and employment programs; and
(3) monitoring and reporting on the efficacy of the CWA and the local and targeting hiring
programs. In this section, we will outline our methodology and demonstrate our
understanding and ability to undertake and accomplish the required services.
We understand the needs of the City, the CWA's unique local hiring requirements, and the
responsibilities of the Coordinator. The City's CWA has strong local hire goals, including
Local Resident and Veteran goals. We have developed methods and practices to achieve
these objectives based on our work at other public agencies.
We'll come prepared on day one with our research, relationships, and lessons learned. The
backbone of our services to the City include:
• Managing and interpreting the CWA
• Educating contractors (prior to work and ongoing) and facilitating communication
• Monitoring via our regular, highlyvisible onsite presence
• Mediating contractor dispute/delinquencies and effectively managing their
resolution
• Enhancing stakeholder relationships with the Trades, contractors, and City staff
• Establishing accurate appraisalsof manpower throughout the region
• Reporting tothe City's CWA Administrator and project managers, and City Council
• Managing staff member assignments to provide cost efficiencies
Based on our experience, the City's three core responsibilities for the CWA Coordinator are
best achieved through a focus on the following:
Managing and Interpreting the CWA. In deciding to pursue this assignment, we have
analyzed the City's CWA and identified several key issues that are comparatively unique,
might require additional attention during implementation, or can be leveraged to ensure
the program'ssuccess for all stakeholders. Some of these aspects include:
• Applicability of the CWA to a diverse portfolio of relatively small projects
requiring special attention to ensure cost efficient administration.
Use of a zip -code delimited and multi -tiered definition of 'local residents'
including veterans requiring additional efforts at certifying the status of workers.
• Core Employees are required to be Orange County Residents, which from our
experience will require additional attention due to the challenge this can present
for non -local non -union contractors.
CC THE.
THE,ORIOU131 N. El Molina Ave, Suite 100, Pasadena, CA 91101 Office: 626.685.6989■ Fax: 626.685.6985 Page 13
25B-27
Proposal to Provide
Community Workforce Agreement Professional Administrative Services
Contractor Education. We know that CWAs can be confusing to contractors. We believe
strongly in educating contractors up front and involving interested stakeholders early. We
will ensure that all stakeholders have a full understanding of the
City's CWA. For example, at the Port of Long Beach, our project
manager published a formal letter to a potential subcontractor
confirming that non -union contractors were allowed on CWA-
covered projects because the bidding general contractor had told
them the job was union only. Our actions prevented potential
issues and future misunderstandings.
Communication. Without a firmly enforced, clearly
communicated policy prior to the Pre -Job Conference, a prime
contractor mays how up ill -informed —unable to answer
important questions from union agents. To prevent this, we use a
standard Pre -Job Form requiring the prime contractor to disclose
tasks and subcontractor contact data before a Pre -job Conference
is scheduled. Regular communication with contractors and
unions, coupled with routine monitoring of targets, results in early
identification of problem areas and allows us an opportunity to
mediate and resolve potential issues before they become
significant.
Our CWA work at one local
agency involves many smaller
modernization projects. After
talking with the Building Trades,
we noted a potential lack of local
floor refinishing labor and
contractors. By issuing floor work
in multiple bid packages and
staggering it, work can now be
done by local labor and meet
CWA requirements.
Issue Resolution. We understand that high visibility on the job site is a key component. We
are frequently approached by onsite workers who want to share potential issues, because
of this we are often aware of issues before the unions or contractors. We position
ourselves as the "first call", allowing us to resolve many disputes early. We resolve
disputes early by addressing technical questions about CWA requirements with a simple
phone call or face-to-face discussion with the contractor.
Union Relationships. Our firm has built strong professional connections with all levels of
union organizations from the Business and Dispatch Agents to the Apprenticeship
Coordinators and Trust Fund Administrators. We work with the Building Trades Council on
resolving jurisdictional disputes, and have relationships atthe national, state and local
levels of key Trades Councils. We leverage our understanding of how unions work and to
facilitate their role as the source of referred labor for jobs and gatekeepers to
apprenticeship programs.
Monitoring and Reporting.A key element of any successful program is monitoring and
reporting the results. In short, you have to measure performance in order to drive results.
Throughout our history of providing CWA administration services for similar programs, we
have developed proprietary processes for monitoring, summarizing, and reporting key data.
Most importantly, our process includes concise, easy -to -understand reports for the City
Council and the public.
C THE.
gROUP 131 N. EI MolinoAve,Suite 100, Pasadena, CA 91101 ■Office: 626.685.6989 ■Fax: 626.685.6985 Page 14
25B-28
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Uri
25B-30
Proposal to Provide
Community Workforce Agreement Professional Administrative Services
f. Quality and Staff Availability
In the following section (References) we identify three of our local Orange County CWA
assignments for public agencies. JeremyTurner is the Project Manager for each of these
assignments and is personally responsible for achieving all performance metrics and for
maintaining the project schedule and budget.
Jeremy Turner is your qualified CWA Administrator
supported by his team of specialists for day-to-day
tasks, and through the balance of our 30+ person staff
should the need arise. He specializes in the
management of CWAs and has worked with dozens of
public agencies throughout southern California. With
over eight (8) years of experience, Jeremy provides
excellent CWA Coordinator services including
ANAHEIM
UNION HIGH SCHOOL DISTRICT
Cypress HS& Kemedy Pkg Lot WoPo Modem 6 Save SKe
m
• LocaVTagYM GwI
■ lecY?r9dN AOYimnl
grievance processing, community outreach for Local
TOTALCMR HOOP5:361TL96 TOTAL CRAFT HOURS; 16161.11
Resident, Veteran, and local Graduate workers, and
labor compliance enforcement. He is responsible for maintaining clear lines of
communication and providing the necessary coordination between the City, contractors,
and community -based organizations. Jeremy will be the City's single point of contact for this
assignment. Notably, Jeremy has direct and current experience managing CWAs in cities
neighboring Santa Ana and he has a strong track record of achieving local resident hiring
goals like those that the City has adopted, as shown to the right.
■ lml?aryYM WY
■ Ittal?u9eleE Atttlmm��l
Schedule of Services and How this Project will be Accommodated
Our firm uses a six-month staff loading analysis to manage our project workload. This analysis
presents a rolling six-month lookahead of each staff member's workload by project. Based on
this internal protocol, we confirm that our stated team has sufficient capacity for the City's
anticipated service needs. Additional capacity will also be gained as many of our existing
projects are contractually due to end by December 2020. Jeremy Turner and histeam can start
immediately upon receiving the Notice to Proceed.
Our firm structures our compliance staff into pods, each led by a project manager. Each pod has
received the same training and uses the same protocols, systems, and procedures. If Jeremy's
team needs additional capacity, he can drawsupport from other pods.
While TSG stands ready to assist the City on demand, our preferred schedule for new project
kick-off would include:
a. being notified of a covered project at the time of bid opening
b. allowance of 10 business days between being notified of a covered project and
scheduling of the pre -job or pre -construction meetings.
C THE.
GROUP 131 N. EI MolinoAve,Suite 100,Pasadena, CA 91101 ■Office: 626.685.6989■ Fax:626.685.6985 Page 17
25B-31
Proposal to Provide
Community Workforce Agreement Professional Administrative Services
g. References
Rancho Santiago Community College District, Santa Ana, CA
$198 million bond construction and modernization program
Carrie Matsumoto, Assistant Vice Chancellor, (714) 480-7510, Matsumoto_Cam@rsccd.edu
2323 N. Broadway, Suite 112-3, Santa Ana, CA 92706
TSG Key Personnel, Role:
Jeremy Turner, Project Manager
Issac Hernandez, Analyst
TSG Dates of Service: 3/2016 to Present
TSG Fee: $333,399
Olga Schriefer, Site Interviewer
TSG Services Performed: Community & Student Workforce Project Agreement(CWA)Administration,
Local Hire/Jobs Coordination, LaborCompliance 771
Anaheim Elementary School District, Anaheim, CA
$318 million bond construction and modernization program
Isela Vazquez, Senior Director, (714) 517-7549, ivazauezlaanaheimelementarv.ora
1001 S East Street, Anaheim, CA 92805
TSG Key Personnel, Role:
Jeremy Turner, Project Manager
Issac Hernandez, Analyst
TSG Dates of Service:10/2018to Present
TSG Fee: $32,940
Olga Schriefer, Site Interviewer
TSG Services Performed: CWA Administration, Local Hire/Jobs Coordination, Labor Compliance
Anaheim Union High School District, Anaheim, CA
$249 million bond construction and modernization program
Jennifer Keys, Procurement Contract Specialist, (714) 999-2380, keysj@auhsd.us
501 N. Crescent Way, Anaheim, CA 92801
TSG Key Personnel, Role:
Jeremy Turner, Project Manager
Issac Hernandez, Analyst
TSG Dates of Service: 4/2018 to Present
TSG Fee: $144,552
Olga Schriefer, Site Interviewer
TSG Services Performed: CWA Administration, Local Hire/Jobs Coordination, Labor Compliance
C gTHE.
GROUP 131 N. El Moline Ave, Suite 100, Pasadena, CA 91101 ■ Office: 626.685.6989■ Fax: 626.685.6985 Page 18
25B-32
Proposal to Provide
E Community Workforce Agreement Professional Administrative Services
2. Scope of Services and Schedule
The Solis Group (TSG) accepts and incorporates by reference the City's proposed scope of
work as presented in Attachment 1 of the subject RFP.
Below is a representative scope of work based on similar CWAAdministration assignments we
have administered for other municipalities and public agencies in California. We will provide
full -service CWA Administration and Local Hiring/Apprentice Utilization monitoring services
including:
• Review of contract provisions and protocols to address
contractors' concerns related to the CWA
• Assist District in establishing policies and procedures for the
implementation of the CWA
• Preparing or reviewing appropriate CWA-related bid and contract
language
• Presentations at pre -bid conferences explaining CWA
requirements
• Responding to CWA-related bid questions during the bid process
• Contact with winning bidders and subs to establish sub -identities,
trades to be used, union signatory status, level of familiarity with
CWAs
• Invitations to pre -job conference —contractor and union
representatives
Our relationships with unions
help resolve concerns before
they impact the project.
• Presentation at pre -job conference to explain CWA requirements to contractors,
subs, and unions; answer scope/jurisdictional clarification questions; give
contractors and unions representatives a chance to meet one another; explain
the dispute resolution process; and explain the expectations for compliance and
TSG's role in enforcement, including consequences for non-compliance
• Provision of documents (such as CWA copies and document templates) to
contractors, and assistance in completing forms and documentation
• Liaison service when appropriate between contractors and union
representatives to promote mutual understanding and cooperation
• Collection, review, and maintenance of CWA Letters of Assent, Core Employee
lists, and Core Worker verification, when requested as guaranteed in the CWA
• Communication with contractors when paperwork is incomplete or incorrect
• Contact with union dispatch programs to assure that enough qualified workers
are available when needed to meet local and disadvantaged hiring requirements
C L.
SOLI$ 131 N. El Molino Ave, Suite 100, Pasadena, CA 91101 ■Office: 626.685.6989 ■Pax: 626.685.6985 Page 19
GROUP
25B-33
Proposal to Provide
Community Workforce Agreement Professional Administrative Services
• Contact with potential worker sources such as apprenticeship programs,
WorkSource Centers, and veterans' programs to identify workers from targeted
populations and establish a pipeline to apprenticeship and to contractors as
necessary
• Contact with contractors regarding hiring requirements to assure that
procedures are being followed and that dispatched workers are meeting job
needs
• Assistance with apprentice fairs and hiring events, including scheduling, event
advertisement, staffing, and presentations, to warrant that targeted workers are
aware of opportunities and have access to the pipeline for employment on
covered projects
• Worker referrals as necessaryto unions, contractors, or apprenticeship
programs, to maximize availability and usage of targeted workers
• Communication with unions, including answering questions about site access,
job schedules, job assignments, fringe benefit enrollment, identifying CWA-
covered work on site, and other potential issues
• Collection and maintenance of payroll documentation, including Certified Payroll
Records (CPRs), Fringe Benefit Statements, and union Trust Fund Reports
• Proactive investigation and enforcement to assure that small underpayment,
classification, apprenticeship, or other issues do not escalate to the point where
grievances or DLSE complaints are necessary
• Grievance resolution assistance including regular contact with both sides,
provision of helpful information and explanation of CWA provisions, and
meetings as necessary to resolve grievances atthe lowest possible level
• Worker utilization data collection and presentation in manner that is timely
and accurate
• Attendance at Board meetings and study sessions as requested to give
information or advice to assist the Board in setting policy
• Reporting to District on activities as required, including monthly activity reports,
and responding to specific requests
3. Fee Proposal
As required by the RFP, our fee proposal is submitted under separate cover.
4. Certifications
All required certifications are attached.
C THE,
SOLIS 131 N. EI Molino.Ave, Suite 100, Pasadena, CA 91 101 •Office: 626.685.6989 ■ Fax: 626.685.6985 Page 20
GROUP
25B-34
Appendix
ATTACHMENT 3-1: NON -COLLUSION AFFIDAVIT
CERTIFICATIONS
NON -COLLUSION AFFIDAVIT
(Title 23 United States Code Section 112 and
Public Contract Code Section 7106)
To the CITY OF SANTA ANA DEPARTMENT OF PUBLIC WORKS
In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the
BIDDER declares that the bid is not made in the interest of, or on behalrof, 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 pin in a false or sham bid, and has not directly or indirectly colluded, conspired, connived
or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from
bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement,
communication, or conference with anyone to fix the bid price of the BIDDER or any BIDDER, or
to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, or to
secure any advantage against the public body awarding the contract of anyone interested in the
proposed contract; that all statements contained in the bid are true; and, further. that the BIDDER has
not, directly or indirectly, submitted his or her bid price or any breakdown thereof. or the contents
thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any
corporation, partnership, company association, organization. bid depository, or to any member or
agent thereof to effectuate a collusive or sham bid.
Note; The above Non -collusion Affidavit is part of the Proposal. Signing this Proposal on the signature
portion thereof shall also constitute signature orthisNon-collusion Affidavit. BIDDERS are cautioned
that making a falycertification may subject the certifier to criminal prosecution.
Signed
State of Cali
County ofy
Subscribed and sworn It (or affirmed) before me on this Ittday of 20k by
,, proved to me on the basis of satisfactory evidence o be the person(s)
wio appeared before me.
QkANASotary PSCU MEHM000Notary ASCIA • Calirarnla
Los Angeles County
Commission Y 2307407
y Comm. Expires Sep 30, 2023
IO � Ks0
Notary Public Signature Notary Public Seal
City of Santa Ana RFP 20-096
Page A3-1
25B-35
Appendix
ATTACHMENT 3-2: NON -LOBBYING CERTIFICATION
CERTIFICATIONS
The prospective participant certifies. by signing and submitting this bid or proposal, to the best of his
or her knowledge and belief, that:
No federal appropriated funds have been paid or will be paid, by or on behalf of the
undersigned, to any person for influencing or attempting to influence an officer or employee
of any federal agency, a Member of Congress, an officer or employee of Congress, or an
employee of a Member of Congress in connection with the awarding of any federal contract,
the making of any federal grant, the making of any federal loan, the entering into of any
cooperative agreement, and the extension, continuation, renewal, amendment, or modification
of any federal contract, grant, loan, or cooperative agreement.
2. lfany finds other than federal appropriated ftnds 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.
Farm The Solis Group
Signed and // // Printed Nante:
Title Terry E. Solis, Chairman and Secretary of the Board of Directors
Dale July 14, 2020
City of Santa Ana RFP 20-096
Page A3-2
25B-36
Appendix
ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION
CERTIFICATIONS
The undersigned consultant or corporate officer, during the performance of this contract, certifies
as follows:
The Consultant shall not discriminate against any employee or applicant for employment
because of race, color, religion, sex, or national origin. The Consultant shall take affirmative
action to ensure that applicants are employed, and that employees are treated during
employment without, regard to their race, color, religion, sex, or national origin. Such action
shall include, but not be limited to. the following: employment, upgrading, demotion, or
transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other
forms of compensation; and selection for training, including apprenticeship. The Consultant
agrees to post in conspicuous places, available to employees and applicants for employment,
notices to be provided setting forth the provisions of this nondiscrimination clause.
2. The Consultant shall, in all solicitations oradvertisementsfor employees placed byoronbehalf
of the Consultant, state that all qualified applicants will receive consideration for employment
without regard to race, color, religion, sex, or national origin.
;. 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 ofthe Secretary of Labor, or pursuant
thereto, and will permit access to his/her books, records, and accounts by the administering
agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with
such rules, regulations, and orders.
6. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this
contract or with any of the said rules, regulations, or orders, the contract may be canceled,
terminated, or suspended in whole or in part and the Consultant may be declared ineligible for
further Government contracts or federally assisted construction contracts in accordance with
procedures authorized in Execution Order 11246 of September 24, 1965, and such other
sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of
September 24, 190, or by rule, regulations, or order of the Secretary of Labor, or as otherwise
provided by law.
7. The Consultant shall include the portion of the sentence immediately preceding paragraph (I )
and the provisions of paragraphs (1) through (7) in every subcontract or purchase order unless
exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section
City of Santa Ana RFP 20-096
Page AM
25B-37
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 die 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 ofthe United
States.
S. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Slats. 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.
S igned:
Title: TM Eetis, Chairman and Secretary of the Board of Directors
Firm: The Solis Group
Date: July 14, 2020
City of Santa Ana RFP 20-096
Page A3-4
25B-38
0
3. Fee Proposal
EXHIBIT C
Proposal to Provide
Community Workforce Agreement Professional Administrative Services
As required by the RFP, our fee proposal is submitted under separate cover.
Our standard billing ratesfor the specific tasks required by the scope of services are
presented in the Fee Schedule table below. TSG's rates are fully loaded and cover all direct
labor, overhead, fringe benefits and profit, as well as associated expenses and costs such as
travel (mileage, parking, etc.) and communication (postage, reports, telephone, etc.)
StandardTSG
2020
2021
2022
2023
2024
~-
iL
Principal
NC
NC
NC
NC
NC
VP/Ops
$210
$215
$215
$220
$220
Senior Project Manager
$175
$180
$180
$185
$185
Project Manager
$164
$169
$169
$174
$174
Asst. Project Manager
$141
$145
$145
$149
$149
Senior Analyst
$113
$118
$118
$122
$122
Analyst
$102
$107
$107
$111
$111
Site Interviewer
$96
$100
$100
$103
$103
Administrative Assistant
$73
$75
$75
$77
$77
Project -specific Pricing Methodology
We develop project -specific cost estimates by service (i.e., Labor Compliance
Administration, CWA Administrator Services, etc.) based on the following factors:
• Construction Value
• Planned Construction Duration
• Number of Prime contracts to be monitored
• Estimated number of subcontracts to be monitored
Utilizing our database of actual staff hours required to perform on our portfolio of similar
work, we develop estimates of the total average monthly staff hours necessary to provide
monitoring for projects of similar size, duration, and construction team composition. We
issue monthly invoices for a lump -sum amount calculated as the total fixed -fee for the
project, divided by the planned construction duration plus the planned project closeout
CSOLI
$Oi.l$ 131 N. El Molina Ave, Suite 100, Pasadena, CA 91101 x Office: 626.685.69890 Fax: 626.6E35.6985 Page 1
OROUP
25B-39
Proposal to Provide
Community Workforce Agreement Professional Administrative Services
duration. If actual construction a ctivitiescontinue beyond the planned end of construction,
we will continue providing all services for the monthly lump -sum fee.
In the absence of a City -provided list of projects, we have provided the following table
outlining the tasks and hourly effort by staff position for several hypothetical projects of
varying sizes.
Sample Project 1: Large Complex
NewConstruction Project
NumberofMonths:
Staff Allocation
PIC,SeniorPM,PM
LC Tasks
Reporting
MonthlyHours
8(totalpertask)
55
2
Subcontractors:
Management
6
60
Analyst/Interviewer
Tracking
38 (total pertask)
ProjectCost:
9
$330,000,000.00
Auditing
11
Filing
11
Reporting
7
Subtotal
46 total ermonth
Sample Project
Construction Project
NumberofMonths:
PIC,SeniorPM,PM
Reporting
4(total pertask )
55
2
Subcontractors:
Management
2
5
Analyst/Interviewer
Tracking
18 (total pertask)
Project Cost:
3
$22,000,000.00
Auditing
6
Filing
6
Reporting
3
Subtotal
22 (totalpermonth)
Sample Project 3: Small
Maintenance Project
Numberof Months:
Staff Allocation
PIC, SeniorPM, PM
LC Tasks
Monthly Hours
3 (total pertask)
8
Reporting
1
Subcontractors:
Management
2
2
Analyst/Interviewer
Tracking
9 (total per task)
Project Cost:
1.5
$2,500,000.00
Auditing
3.5
Filing
2.5
Reporting
1.5
Subtotal
12 (total ermonth
C THE-
SOLIg 131 N. EIMolino Ave, Suite l00,Pasadena, CA 91101■Office: 626.685.6989■ Fax: 626.685.6985 Paget
CROUP 25B-40