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PLACEWORKS (4)
INSURANCE ON FILE A-2023-089-06 WORK MAY PROCEED UNTIL IINSURANCE EXPIRES CITY CLERK DATE: CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND tC)-?WNt2W,V) PLACEWORKS FOR ON -CALL LANDSCAPE ARCHITECTURAL SERVICES (SU-li F) THIS AGREEMENT is made and entered into on this 16th day of May, 2023 by and between PlaceWorks ("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"). M o RECITALS ev A. On February 22, 2023 the City issued a Request for Proposal No. 22-097 by which it zdesired to retain a Consultant having special skill and knowledge in the field of: landscape architectural services on an on -call basis for the City's Public Works Agency. B. Consultant submitted a responsive proposal that was among those selected by the city. Consultant represents that it is able and willing to provide such services described in the scope of work that was included in the RFP No. 22-097. 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 fum in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall perform the services that were described in the scope of work included in the RFP No. 22-097, during the term of this Agreement, the tasks and obligations including all labor, materials, tools, equipment, and incidental customary work required to fully and adequately complete the services described and set forth in "Scope of Services - Exhibit A", attached hereto and incorporated by reference, and as further described in Consultant's Proposal, attached hereto an incorporated herein by this reference as "Consultant's Proposal - Exhibit B". 2. COMPENSATION a. City neither warrants nor guarantees any minimum or maximum compensation to Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Consultant's Fee Proposal, which is attached hereto and fully incorporated herein by this reference as "Compensation - Exhibit C". Consultant is one of ten (10) separate consultants selected to provide services on an on -call basis under RFP 22-097. The total compensation for services provided by all consultants selected under RFP 22-097 shalt not exceed the shared aggregate amount of $5,000,000.00 during the term of this Agreement, including any extension periods, as set forth in Section 3, below. b. Payment by City shall be made within forty-five (45) days following receipt of proper Page 1 of 10 invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. Notwithstanding any contrary terms contained within Consultant's Fee Proposal, Consultant's fees shall not increase by more than 3% annually over the term of this Agreement, including any extension periods, unless directly affected by Prevailing Wage laws, if applicable. 3. TERM This Agreement shall commence on May 16, 2023 and end on May 15, 2026, with the option for the City to grant up to two (2), one-year extension, exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 15, below. 4. INDEPENDENT CONTRACTOR Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer -employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes. 5. OWNERSHIP OF MATERIALS This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. Page 2 of 10 6. INSURANCE Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder and the results of that work by the Consultant, its agents, representatives, employees or subcontractors. a. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City that it has secured all insurance required under this Section. In addition, Consultant shall not allow any subconsultant to commence work on any subcontract until it has secured all insurance required under this Section. b. Insurance coverage shall be at least as broad as: (i) Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an "occurrence" basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit. (ii) Automobile Liability: Insurance Services Office Form Number CA 0001 covering, Code 1 (any auto), or if Consultant has no owned autos, Code 8 (hired) and 9 (non -owned), with limit no less than $1,000,000 per accident for bodily injury and property damage. (iii) Workers' Compensation insurance as required by the State of California, with Statutory Limits, and Employer's Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease. (iv) Professional Liability (Errors and Omissions) Insurance appropriates to the Consultant's profession, with limit no less than $2,000,000 per occurrence or claim, $2,000,000 aggregate. (v) If the Consultant maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City. c. Other Insurance Provisions. The insurance policies are to contain, or be endorsed to contain, the following provisions: Page 3 of 10 (i) Additional Insured Status. The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Consultant's insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used). (ii) Primary Coverage. For any claims related to this contract, the Consultant's insurance coverage shall be primary insurance primary coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers, officials, employees, and volunteers. Any insurance or self- insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant's insurance and shall not contribute with it. (iii)Notice of Cancellation. Each insurance policy required above shall state that coverage shall not be canceled, except with notice to the City. (iv)Waiver of Subrogation. Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer. (v) Self -Insured Retentions. Self -insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention. The policy language shall provide, or be endorsed to provide, that the self -insured retention may be satisfied by either the named insured or City. (vi)Aeceptability of Insurers. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best's rating of no less than ANII, unless otherwise acceptable to the City. (vii) Claims Made Policies. If any of the required policies provide coverage on a claims -made basis: • The Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. Page 4 of 10 • Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. If coverage is canceled or non -renewed, and not replaced with another claims -made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work. (viii) Verification of Coverage. Consultant shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time. (ix)Subcontractors. Consultant shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Consultant shall ensure that City is an additional insured on insurance required from subcontractors. (x) Special Risks or Circumstances. City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances. 7. INDEMNIFICATION Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, contractors, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant, its subcontractors, agents, employees, or other persons acting on its behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by Page 5 of 10 reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. Notwithstanding the foregoing, to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant. 8. INTELLECTUAL PROPERTY INDEMNIFICATION Consultant shall defend and indemnify the City, its officers, agents, representatives, and employees against any and all liability, including costs, for infringement of any United States' letters patent, trademark, or copyright infringement, including costs, contained in the work product or documents provided by Consultant to the City pursuant to this Agreement. 9. RECORDS Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to the costs incurred under this Agreement and any services, expenditures, and disbursements charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement. 10. CONFIDENTIALITY If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or disclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. "Confidential Information" shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidiary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City. 11. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct Page 6 of 10 or indirect, which would conflict in any manner with performance of services specified under this Agreement. 12. NON-DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 13. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parries. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which is not embodied herein. 14. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultant and/or contractors retained by City. 15. TERMINATION This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notice of termination, subject to the following conditions: a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product(s) completed as of such date, and in such case such work product shall be the property of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate. Page 7 of 10 b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 16. WAIVER No waiver of breach, failure of any condition, or any right or remedy contained in or granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies. 17. JURISDICTION - VENUE This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement. 18. PROFESSIONAL LICENSES Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement. 19. NOTICE Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Jennifer L. Hall Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M-30) P.O. Box 1988 Santa Ana, CA 92702-1988 Fax: 714- 647-6956 Page 8 of 10 With courtesy copies to: Nabil Saba Executive Director, Public Works Agency City of Santa Ana 20 Civic Center Plaza (M-xx) P.O. Box 1988 Santa Ana, California 92702 Fax: To Consultant: Jesse Jones Associate Principal P1aeeWorks 3 MacArthur Place, Suite 1100 Santa Ana, CA 92707 A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, with postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, addressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded. 20. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney's fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. [signatures on following page] Page 9 of 10 SIGNATURE PAGE FOR CONSULTANT AGREEMENT BETWEEN THE CITY OF SANTA ANA AND PLACEWORKS FOR ON -CALL LANDSCAPE ARCHITECTURAL SERVICES IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. ATTEST: CITY OF SANTA A JENNIFE LL KRISTINE RIDGE erk City Manager APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By. NATHAN T. MARXINEZ Assistant City Attorney RECOMMENDED FOR APPROVAL: 01 4 ?a NABIL SABA Executive Director Public Works Agency CONSULTANT: Karen Gulley Managing Principal Page 10 of 10 EXHIBIT A SCOPE OF SERVICES Appendix ATTACHMENT I SCOPE OF WORK CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR ON -CALL LANDSCAPE ARCHITECTURAL SERVICES RFP NO.22-097 INTRODUCTIONBACKGROUND The City of Santa Ana, Public Works Agency is seeking proposals from qualified firms to provide on -call landscape architectural services. The City of Santa Ana is located in central Orange County, flanked roughly by the Santa Ana River to the west, Santiago Creek to the north, I-55 freeway to the east and South Coast Metro area to the south. The city is approximately 10 miles east of the Pacific coast and 30 miles south of Los Angeles. Incorporated in 1889 and designated the county seat, Santa Ana is both the largest city in the county and one of the largest in the state of California, as Santa Ana's current population is estimated to surpass 334,000. This populace, living within the city's 27.2 square miles, translates into approximately 12,000 residents per square mile, making Santa Ana the densest city in Orange County and second densest in the State. Since 1947, the parks system was managed by the Parks, Recreation & Community Services Agency. In March 2022, the entire Park Services Division, which includes Park Planning and Park Maintenance, transitioned to the Public Works Agency. The City of Santa Ana's Public Works Agency (PWA) is now responsible for the planning, design, development and maintenance of fifty-four (54) parks, ten (10) recreation/community centers, two (2) senior centers, one (1) nature center, thirteen (13) miles of Class I recreational trails, 2 lakes, 5 municipal pools, the Santa Ana Zoo and multiple joint -use sites. The City's mission through our park system is to make lives and communities better now and in the future by providing access to nature, outdoor space to play and exercise, facilities for self - directed and organized recreation, positive alternatives for youth, and activities that encourage social connections, human development, and lifelong learning. In April 2022, the City updated its General Plan, including the Open Space Element and Bikeways Master Plan. In May 2022, the Parks, Recreation & Community Services Agency adopted its first Parks Master Plan. The Park Planning Division seeks the services of a landscape architectural firm(s) to be available on -call, to augment staff with delivery of projects potentially on all levels, ranging from site specific master planning, concept planning, feasibility studies, design, contract document development bid advertisement and construction support. SCOPE OF WORK In general, the Consultant shall perform landscape architectural services on an "on -call or as - needed" basis for various project assigned by the City during the term of the agreement. The Consultant shall have demonstrated expertise and experience in the areas of parks and recreation or other municipal projects, in areas that include but are not limited to planning new parks, site specific master planning of existing parks, sports fields & sports courts renovations, skate parks, dog parks, splash pads, bike trails, site fighting, water conservation, habitat restoration, urban forestry, landscape renovations, irrigation renovations, interpretive signage: • Design Expertise: In addition to having a solid understanding of parks and recreation projects, Consultant shall have experience and expertise in sustainable environmental design, low impact development, water wise landscaping and irrigation, current trends, maintenance needs. • Site Specific Master Planning & Concept Development: Consultant shall have ability to participate in site specific master planning exercises and concept development. Consultant shall prepare and deliver colored renderings, 3-13 modeling or other visuals as required to communicate the project. Consultant shall provide final rendered concept plan upon final approval of the layout. • Community Outreach: If requested, Consultant shall, facilitate community engagement meetings to collect public input, create community engagement tools. • Meetings and Presentations: If requested, Consultant shall attend and/or facilitate meetings with City Staff, Neighborhood Associations, permitting agencies, Boards, Commissions, and/or City Council as required. Consultant shall prepare presentation materials for us in these meetings. • Feasibility Studies: Consultant shall have ability to conduct feasibility studies, analyses and/or preliminary documents for new renovation or alteration projects, to help City determine viability.. • Utility Search and Coordination: Consultant access utility companies and city records and coordinate into design. Consultant shall coordinate with said agencies throughout the design process. • Site Surveying: Consultant shall provide all field survey and topographic work necessary to complete the design effort. • Maps and Mapping Services: Consultant shall ability to provide, if requested. • Contract Documents: Consultant shall have ability to prepare complete plans and specifications for project bid advertisement. City will provide electronic title block files and boiler plate specifications; consultant shall adapt and develop document to include City of Santa Ana RFP 22-097 Page Al-1 bid items and definitions, include modifications to General and Special Provisions, and incorporate technical architectural specifications. Plans shall incorporate design criteria and requirements conforming to the City of Santa Ana (CSA) and other governmental agencies including, but not limited to the California Building Code, ADA, CSA Standard Plans. All plans, the title sheet of the specifications, calculations and reports must be signed and stamped by the consultant's licensed professional landscape architect, architect or engineer. • Cost Estimating: consultant shall provide costestimating services to provide "Opinion of Probable Cost". Consultant shall contact contractors, manufacturers, or draw info from recently bid projects when preparing their estimates. • Permits: Consultant shall assist City in obtaining approvals and/or permits from applicable agencies as needed, including project submittal, responding to plan check comments, and meeting with Building Officials if required. • Environmental: If requested, Consultant shall provide environmental review for projects, State CEQA and/or Federal NEPA, as required. • Storm Water Best Management Practices: have knowledge and incorporate into design practice principles of storm water best management practices (BMP). • WQMP: Consultant shall be able to determine when WQMP is required for aproject, have ability to prepare the document, and incorporate the findings in the overall design. • Quality Control: Consultant shall tightly control the quality of the work perform by in-house staff and/or sub -consultants. Incomplete or poor quality work will not be accepted. No additional compensation will be approved for changes required to deliver a tightly coordinated set of contract documents. • Bid Advertisement Support: Consultant shall assist during the bid advertisement period by responding to bidder questions, attending pre -bid job walks, assisting with addenda preparation, attending pre -construction meeting. • Construction Support: Consultant shall assist during construction period by attending pre -construction meeting, responding to Requests for Information (RFIs), attending regular site meetings as requested and final inspections, submittal review, change order review, troubleshooting and finding solutions to unforeseen site conditions. • As Built Plans: Upon completion of project, as -built plans may be submitted to the consultant to incorporate all changes made during the construction period. TASK ORDER PROCESS: City of Santa Ana RFP 22-097 Page Al-2 The intent of this RFP is to have several consultants under contract to be available to provide services, on -call, if the City shall need them. In executing a Professional Services Agreement with the selected fum(s), the City does not guarantee any Task Orders will be initiated during the fife of the contract. All work performed under this contract will require a Request to Release Notice to Proceed (RRNTP) by the City. On a project -by -project basis, a proposal will be requested from all On - Call Consultants by the City's Project Manager or Contractor Administrator. Proposals shall define the scope of services, include a work plan, schedule, and proposed fee, which shall be based on the specified rates of compensation in the contract. The Project Manager/Contract Administration will review all proposals and select one firm for the work based on fee, availability, area of experience, and fair distribution of assigned work to all Consultants. City of Santa Ana RFP 22-097 Page Al-3 EXHIBIT B CONSULTANT'S PROPOSAL ® PLACEWORKS Proposal in Response to RFP # 22-097 On -Call Landscape Architectural Services CITY OF SANTA ANA • MARCH 15, 2023 t T tall S. l �J• ! Y ti 1 PACIFIC ELECTRIC PARK 401 E MCFADDEN AVENUE, SANTA ANA �`. •i YY,, q � ® PLACEWORKS SUBMITTED TO: CITY OF SANTA ANA Suzi Furjanic —_ Public Works Agency, M-22 IIIIII �II!!I iSy �t 20 Civic Center Plaza Santa Ana CA 92701 srr 714.571, 4292 1 sfurjanic@santa-ana.org �! "\ SUBMITTED BY: n4u.: t PLACEWORKS Jesse Jones, ASLA, Associate Principal 3 MacArthur Place, Suite 1100 Santa Ana CA 92707 714.966.9220 x3336 I jjones@placeworks.com WITH: BKF ENGINEERS PBS ENGINEERS GEOCON WEST SWEENEY & ASSOCIATES ,.� BARTLETT TREE EXPERTS MARCH 15, 2023 IBI GROUP ITERIS CADRE ENVIRONMENTAL COGSTONE RESOURCE MANAGEMENT FUSCOE ENGINEERING PLACEWORKS.COM :11 111,111 �I'I k ' , 110 f - aialmlig X, v,.", ot TABLE OF CONTENTS 1. STATEMENT OF QUALIFICATIONS COVER LETTER ........................ CONTRACT AGREEMENT STATEMENT ............. ..... ..........1-2 FIRM ANDTEAM EXPERIENCE .................. ................ 1-2 Team Organization ............................................ ... .........1-2 PlaceWorks.................................................. .............. 1-3 Summary of the PlaceWorks Team's Recent Relevant Projects ........... ............. 1-4 Subconsultants.............................................................1-5 Primary Team Qualifications and Roles.........................................1-10 UNDERSTANDING OF NEED ................................... 1-13 Approach................................................................1-13 RELEVANT PROJECT EXPERIENCE ............................... 1-17 REFERENCES ............... ......... ..................... 1-20 2. SCOPE OF SERVICES AND SCHEDULE NOT APPLICABLE .............. ..................... ........ 2-1 3. FEE PROPOSAL SUBMITTED SEPARATELY ...................................... 3-1 4. CERTIFICATIONS NON -COLLUSION AFFIDAVIT...................................4-1 NON -LOBBYING CERTIFICATION ... .... ...... .................... 4-3 NON-DISCRIMINATION CERTIFICATION. . . .......................... 4-4 APPENDIX RESUMES................................................A-1 RELEVANT PROJECT DETAILS .................................. A-55 PROPOSED AGREEMENT CHANGES..............................A-77 Proposal for Services • PLACEWORKS 1 f A 4 Table of Contents This page intentionally left blank. H CITY OF SANTA ANA • On -Call Landscape Architectural Services r i - � Y • r . )OW" lop 1. STATEMENT OF QUALIFICATIONS ZZ COVER LETTER March 14, 2023 CITY OF SANTAANA Attn: Suzi Furjanic Public Works Agency, M-20 Civic Center Plaza I Santa Ana CA 92701 © PLACEWORKS Subject: Proposal for On -Call Landscape Architectural Services, RFP No. 22-097 Dear Ms. Furjanic: Please accept the attached submittal as PlaceWorks' proposal for consideration to provide as -needed landscape architectural services for the City of Santa Ana. We understand that the on -call consultant would be working with the City to implement the vision and action plan set out in 2022 Parks Master to increase park access across the City by creating new parks and to improve conditions at existing parks through renovations and upgrades. Our team of designers and technical subconsultants have a broad range of expertise at all phases of public park development and is ready to assist at any level from initial PlaceWorks is a full -service design firm with expertise in park and streetscape design, as well as award - winning practitioners of community -based design. We have six offices throughout California with full landscape architecture teams based in our Santa Ana (including 4 licensed landscape architects), Los Angeles (1 licensed landscape architect), and Berkeley (2 licensed landscape architects) offices. For landscape architecture projects with the City, PlaceWorks will lead the team and serve as the primary designer, receiving support from our in-house community engagement and environmental staff. We have put together a preliminary team to support the type of work described in the RFQ and have broad connections within the area to expand our technical capacity as needed. Our team includes BKF Engineers for civil engineering, stormwater design, WQMPs, and surveying; PBS Engineers for electrical engineering and SCE coordination; Sweeney & Associates for irrigation design; Geocon West for geotechnical and soil analysis, and Bartlett, for tree surveying and arborist reports. Our team's collective expertise and PlaceWorks' experience leading large multi -disciplinary teams makes us well -suited to deliver park design and planning for projects of a variety of sizes and types. Working primarily in the public realm, our team works hard to design projects that are long-lasting and can be implemented within a defined budget and timeline. We recognize the value of a new park or green space and fundamentally believe that it can make transformative change within a community. We love being part of that process. Furthermore, with an office in Santa Ana, PlaceWorks is deeply connected to the City. Our planning and environmental staff worked with the City to update its General Plan. Our community outreach team leader, Wendy Nowak, is located in this office, as is Maria Ceja and Ricardo Pozos—both of whom specialize in public outreach to Spanish speaking community members. Finally, nearly a dozen of our employees are Santa Ana residents, including our president and associate principal for site planning and design, Randy Jackson and Scott Ashlock—both licensed landscape architects. Associate Principal Jesse Jones leads our Southern California practice in constructed landscape architecture projects and will serve as the primary contact for this proposal. Please contact Jesse at 714.966.9220 x3336 or jjones@placeworks.com with questions or to schedule a time to meet the team to discuss our approach. We look forward to your response. Respectfully submitted, PLLAACCEEWOORKS Jere Jones AS As Principal Karen Gulley I Managin Principal, Design 3 MacArthur Place, Suite 1100, Santa Ana, CA 92707 1714.966.9220 1 placeworks.com 1111", A 4A 1. Statement of Qualifications CONTRACT AGREEMENT STATEMENT PlaceWorks has reviewed the Agreement attached to the RFP as Attachment 2 and has no exceptions; PlaceWorks also reviewed the ARPA Agreement in Attachment 4 and concurs with the provisions except those outlined in the Appendix. FIRM AND TEAM EXPERIENCE PlaceWorks has assembled a highly qualified team to complete the On -Call Landscape Architectural Services for the City of Santa Ana. Team Organization KAREN GULLEY Managing Principal, Design Principal-m-Charge JESSE JONES Asin I Associate Principal Associate Principal -in -Charge, N Licensed Landscape Architect C.C. LAGRANGE AsLA I Senior Associate � A Senior Project Manager, Licensed Landscape Architect DESIGN AND COMMUNITY JEN CHUNG Asv I Assoc. Designer, Licensed Landscape Architect Yue Zhang I Associate Designer David Gomez I Designer Landscape Design, Urban Design, Graphic Design Maria Ceja, Ricardo Pozos I Project Planners Community Engagement, Spanish Translation/Interpretah'on SUBCONSULTANTS BKF Engineers PBS Engineers CHRIS RIDEC)i Vice Pres Kunal Shah Pc nav, een Av Chief Bruce Kirby Pr nso Executive Officer Associate Principal TARIQ HASSAN Pe Assoc Principal Louis Perez, Assoc Principal Ramon Camacho, Assoc Principal Geocon IELISA THOMAS ADAMSae Sweeney & Associates Senior Engineer DANIEL Zum MALLEN Petrina Zen ar Senior Engineer Vice President 10, Bartlet7B,,Igst 7JEFFREY MICKA, JOANN C. HADFIELD Principal, Environmental CEQA/NEPA Principal ELIZABETH KIM, JORGE ESTRADA I Senior Associates CEQA/NEPA Project Managers Jasmine Osman, Emma Haines, Vivian Kha. I Associates CEQA/NEPA Planners JOHN VANG io Sr Assoc. TONY CHUNG Pho. mice-usA I Associate Principal WmM DINA EL CHAMMAS GASS PE USE) I Sr Engineer MICHAEL J. WATSON, Senior Geologist SUBCONSULTANTS IBI Group MIKE ARIZABAL I Senior Transportation Engineer Iteris SEAN DALY,vicear== I Senior Transportation Planner Cadre RUBEN RAMIREZ Owner and Principal Biologist Cogstone MOLLY VALASIK ePA I CEO, Principal Investigator Fuscoe IAN ADAM,izoiP I Principal 1-2 CITY OF SANTA ANA • On -Call Landscape Architectural Services a PlaceWorks PlaceWorks is uniquely qualified to provide Landscape Architecture Services for projects within the City of Santa Ana. The following is a brief overview of our qualifications and the key strengths that we bring to future projects. PlaceWorks serves both public- and private -sector clients throughout the state in the fields of landscape architecture, open space planning, environmental review, urban design, community outreach, GIS, and comprehensive planning. Our talented, multidisciplinary team thrives on working with communities to tackle complex problems and develop workable solutions. Our landscape architecture team has diverse experience in planning and designing parks, playgrounds, and community gathering spaces. High Quality Design. PlaceWorks prides itself on designing beautiful, accessible, and resilient public spaces. We offer full -service landscape design experience, including, park, streetscape, and trail design and construction services. Our landscape architecture and graphic design team employs a variety of techniques to present landscape concepts, including rendered site plans and sections, concept diagramming, photo simulations, and 3d modeling. Our landscape portfolio emphasizes community parks, recreational open spaces, regional parks and trail facilities. Experience with Urban Parks and Renovations. PlaceWorks has substantial experience with the evaluation, redesign, construction documentation, and construction administration of public parks in urban environments. As much of our public sector work is retrofitting existing facilities, the PlaceWorks team is well -prepared to carefully analyze the existing site conditions and infrastructure and anticipate potential conflicts while also improving ADA access and universal design, and to prepare the parks and open space of today for the increased visitorship and anticipated impacts of the future. We understand the growing demands on our public parks and open spaces to provide recreation, educational opportunities and support the health of Californians, and are excited to help shape the future of the City's parks and facilities. Sustainability and Water Conservation. PlaceWorks is a leader in the field of sustainable planning and design and has worked closely with many agencies and organizations, including Build it Green, and the California Urban Water Conservation Council to develop guidelines, design templates, and maintenance manuals that address water conservation, stormwater management, and high -efficiency irrigation. As on -call consultants for StopWaste. Org for the past twelve years, we strive to "push the envelope' 1. Statement of Qualifications Proposal for Services • PLACEWORKS 1-3 1. Statement of Qualifications Summary of the PlaceWorks Team's Recent Relevant Projects Meda Avenue Plazas I Glendora CA Outdoor Library at Jerome Park I Santa Ana CA Jean Sweeney Open Space Park I Alameda CA Santa Ana River Parkway & Open Space Plan � California CoastalConservancy 95th & Normandie Pocket Park I Westmont area of unincorporated LA County Capistrano Beach Master Plan I Orange County Parks Snow Park I Oakland CA • Tidewater Use Area at MLK Jr Regional Shoreline East Bay Regional Park District Richmond Wellness Trail J Richmond CA Cross Alameda Trail I Alameda CA Iris Chang Park I San Jose CA Shields -Reid Park I Richmond CA OaklandCarter Gilmore Sports Complex I Sulphur Creek Nature Center I Hayward CA Pacheco Marsh Public Access Plan I Martinez CA Watson Park I San Jose CA OaklandMarkham Elementary Green Schoolyard I 1-4 CITY OF SANTA ANA • On -Call Landscape Architectural Services o m a U) L C l6 d y ° a r 3 C U E n > i y O z r a 2 a n c E E U y R o rn d p a s « Ul a N O 0 EL g y o 0 E 2 m o. M m m `m «� o f0 0 o_ a en E:F S a J (D U R • lot • • ME -44 1. Statement of Qualifications on green practices. Sarah Sutton, PlaceWorks Senior Landscape Advisor, is a recognized leader and author on sustainability and native and drought -tolerant landscapes. Realistic Phasing, Prioritization and Cost Estimation. The design must be buildable, affordable, and maintainable within the City's established budgets and thresholds. Our team includes landscape architects, civil engineers, a certified irrigation designer, and cost estimating expertise to assist in assessing priorities and costs to ensure a successful outcome. Our approach will include facilitating discussions with City staff of basic programs, operations and maintenance practices at the outset of the project. PlaceWorks also has a solid track -record estimating project costs. PlaceWorks also has a strong track record of supporting successful grant applications for parks and green spaces. During conceptual design, the PlaceWorks team will work with cities to determine available sources of funding and grant opportunities where the project would be competitive. Defensible Environmental Planning. PlaceWorks is also one of the West Coast's leading environmental planning firms, providing environmental documentation for public- and private -sector clients. We have nearly four decades of experience in environmental planning and science, bringing technical expertise and a long-term perspective in shaping responses to the dynamic state and federal regulatory environment. Our in-house environmental planners and scientists have handled projects of every size, type, and complexity, including large-scale comprehensive plans, specific developments, infrastructure, and implementation projects. Good environmental analysis doesn't just tally up impacts but finds opportunities to address and solve environmental concerns. We use our expertise to formulate workable plans while remaining objective to ensure environmental documentation withstands legal scrutiny. Our reputation is built on our consistent production of effective and defensible environmental documents. We view ourselves as the City's environmental strategist, providing you with a deep understanding of the CEQA process, legal requirements, and court decisions. Local Santa Ana Firm. In addition to having an office within five miles of the project, our project team includes staff with key understanding of the City and community priorities. Our planning work on the City's General Plan provides a critical framework to understanding residents' needs. Additionally, our outreach team has working relationships with existing neighborhood groups and a keen understanding of how to provide a meaningful engagement process. Subconsultants Our team is supported by subconsultants in the fields of civil engineering, electrical engineering, geotechnical engineering, irrigation, and tree experts, as well as subconsultants in the disciplines of traffic and parking, biological and cultural resources, and civil engineers that specialize in CEQA/ NEPA compliance. Our landscape architecture and environmental services staff have worked with these consultants on other projects for public agencies throughout southern California and beyond. BKF Engineers (Civil Engineering) Since 1915, BKF Engineers (BKF) has earned a reputation for Primary Contact its ability to successfully plan, design, survey, and implement complex projects. It draws upon and uses its experience diligently Chris Rideout guiding projects from the initial due diligence and feasibility PrincipaiNice President stages, progressing project designs and permitting approvals, and 4675 MacArthur Court, #400 concluding with construction and implementation. This proven Newport Beach, CA 92660 8460 approach recognizes that developing dynamic projects is informed crideout@bkf.com crideout@bkf.com by focused team collaboration, mitigating physical constraints and potential risks, and balancing designs goals with value engineering solutions. Proposal for Services • PLACEWORKS 1-5 1. Statement of Qualifications Through a network of 16 west coast offices, BKF provides civil engineering, land surveying, and land planning services for government agencies, institutions, developers, design professionals, contractors, school districts, and corporations. Facilitating the unique permitting and expertise requirements of projects, it provides a number of specialty services, including Agency permit expediting, sustainable infrastructure, site accessibility consulting, hydrology/hydraulics, traffic signal and traffic handling designs, utility locating services, automated construction surveying monitoring, and 3D laser scanning. BKF's decades of engineering, surveying, and planning experience is evident in its legacy projects throughout the west coast. By leveraging a diverse project portfolio in combination with innovative design solutions, BKF's team of more than 450 experienced staff is dedicated to successfully delivering sustainable and dynamic projects for communities and partners. PBS Engineers (Electrical Engineering) PBS Engineers. Inc. is a full -service mechanical, electrical, Primary Contact and plumbing (MEP) consulting firm with a staff of over eighty professionals, all committed to providing innovative solutions Lou Perez and personalized engineering services. PBS offers a wide range Associate Principal len of engineering services that includes the design of mechanical, GE. Route Glendora, CA 9171740 electrical, plumbing, fire protection and technology integration. The 626.650.0350 PBS Team brings a unique level of experience to every project Iperez@pbsengineers.com with its industry ranging portfolio of work. PBS has proven itself to be a leader in engineering field by being recognized as a Top Engineering Firm by ENR California, Consulting Specifying Engineer and Building Design and Construction. PBS differentiates itself through a commitment to quality design, constant communication and responsiveness to client needs. PBS Engineers is a California Corporation founded in August 2003. It is headquartered in Glendora, with offices in Los Angeles, Orange County, San Diego and in Houston, Texas. Work for the City of Santa Ana will be prepared out of our Orange County office in Costa Mesa and its headquarters office in Glendora. Over the past 19 years it has worked with a magnitude of municipal facilities and other various government agencies, such as; City of Santa Ana, City of Long Beach, City of Torrance, City of Simi Valley, Los Angeles County, City of Monterey Park, Los Angeles County Metropolitan Transportation Authority Los Angeles Department of Building and Safety (LADBS), Los Angeles Bureau of Street Lighting (LABSL), Department State Architect (DSA), and Office of Statewide Health Planning and Development (OSHPD). We also have extensive experience working on many On -Call contracts for various public agencies, including John Wayne Airport, the City of Los Angeles Airport Authority, City of San Diego Airport Authority, Los Angeles Unified School District, Los Angeles World Airports (LAWA), San Diego County Regional Airport Authority and City of San Dimas. Geocon West (Geotechnical) Geocon West Inc. (Geocon) is a California corporation established Primary Contact in 2003 as part of the Geocon Group (founded in 1971). It is a professional engineering consulting firm providing comprehensive Jelisa Thomas Adams geotechnical, geologic, construction inspection, and environmental Vice President & Sr. Engineer engineering and consulting services. In addition to these services, Irvin MCGaw Avenue rvine, CA 92614 it operates in-house soils and materials testing laboratories and 949.491.6570 provides environmental remediation contracting (cleanup) services. jelisa@geoconinc.com It has nine (9) regional offices across the state including Orange County (Irvine), Los Angeles (Burbank), Palm Desert, Riverside County (Murrieta), San Bernardino (Redlands), San Diego, the Bay Area (Livermore), Fairfield, and Sacramento and employs a staff of 1-6 CITY OF SANTA ANA • On -Call Landscape Architectural Services .4 1. Statement of Qualifications approximately 300 technically strong, highly motivated engineers, geologists, environmental scientists, technicians, and special inspectors. Each office is supported by state-of-the-art inventories of field equipment and instrumentation, comprehensive technical libraries, and modern data -management systems. Sweeney & Associates (Irrigation) - vcnt,v & Associates Inc. (Sweeney) is an irrigation consulting primary Contact firm specializing in irrigation system design, master planning, and water management. Founded in 1990, in San Diego, California, the Daniel ZumMallen company has evolved into an internationally recognized leader in Vice President the irrigation industry. With four United States offices, an overseas 38730 Sky Canyon Drive, #C Murrieta, CA 92563 production facility, and the effective use of the latest electronic data 951.461.6830 1 dzummallen@ transfer techniques the firm offers excellence in irrigation design to sweeneyassoc.com customers around the world. Often brought into a project in the early stages of design, Sweeney are experts at the use of alternative water sources, water conservation strategies, and large-scale irrigation network design. The firm prides itself as an early adopter of the latest water conserving principles, products, and methods. During the past thirty-two years, Sweeney has completed irrigation designs across the United States and internationally. Bartlett Tree Experts Bartlett Tree Experts is the world's leading scientific tree and shrub primary Contact care company, a full -service tree specialty firm with over 100 locations throughout the United States, Canada, Great Britain, and Jeffrey R. Micka Ireland serving both residential and commercial clients. Bartlett Consulting Advisor helps both residential and commercial customers maintain beautiful, 2369 S. Robertson Blvd healthy trees. Its services range from initial tree assessment and Los Angeles, CA 90034 310.844.8312 reporting to implementation of tree care plans. Barlett's staff includes JMicka@Bartlett.com certified arborists and horticulturalists leading the field of tree management. IBI Group (Traffic) IBI Group is a technology -driven design firm with global architecture, primary Contact engineering, planning and technology expertise. It works across disciplines to define the cities of tomorrow through intelligent Mike Arizabal systems, sustainable buildings, and efficient infrastructure, shaping Assoc. Mgr. Transp. Planning 18401 Von Karman Ave, #300 the way people live, move, learn, and heal. With more than 3,500 Irvine, CA 92612 employees and 60+ offices around the world, the firm understands 949.833.5588 what it takes to work locally and scale globally. On September 27, mike.arizabal@ibigroup.com 2022, IBI Group joined Arcadis, a global leader in the delivery of sustainable design, engineering, and consultancy solutions for natural and built globally. On September 27, 2022, IBI Group joined Arcadis, a global leader in the delivery of sustainable design, engineering, and consultancy solutions for natural and built assets. Together, with passionate thinkers, designers, planners, and engineers across 70 countries, the combined strength of Arcadis IBI Group provides unprecedented opportunities to offer new client solutions, while defining the cities of tomorrow, together. Its digitally -driven expertise will transform industries and provide clients with innovative, future -focused technology -enabled solutions alongside human -centric design excellence. Together, it is a stronger and more resilient business, committed to improving the quality of life for clients, people and partners, and communities. Proposal for Services • PLACEWORKS 1-7 4L A y 1. Statement of Qualifications Iteris (Traffic) Iteris, a publicly traded corporation (NASDAQ: IT]), is the market Primary Contact leader in smart mobility infrastructure management since 1987. Sean Daly Iteris' 440+ staff have decades of expertise in traffic management, Senior Planner along with superior services and patented products that help detect, Santa Ana, CA 92705 measure, and manage traffic and vehicular performance, minimize 337,534.5031 traffic congestion, enhance safety, and empower Iteris clients with sdaly@iteris.com solutions to better manage their transportation networks. Iteris team members are experts in the fields of transportation planning, traffic engineering, and ITS. Knowledge of these practice areas enables Iteris to provide comprehensive services ranging from initial traffic impact studies, transportation modeling, planning, systems engineering, and detailed design, through implementation and performance measurement/monitoring. Iteris has extensive transportation planning and engineering on -call experience, having successfully managed and completed hundreds of on -call task orders for a wide variety of public agencies. Iteris can serve any technical needs and respond quickly to task orders with accelerated schedules without sacrificing quality of work. The blend of Iteris' local knowledge and vast transportation management experience provides the resources needed to tackle any technical requests that arise. Iteris' past on - call engagements have involved the evaluation of impacts to traffic, transit and safety as a result of new developments (i.e. residential, retail, commercial), trip/parking generation, traffic control warrants, queuing analysis, travel demand forecasting, capacity analysis/simulation, pedestrian/bicycle/transit access studies, origin/destination analysis, circulation analysis and traffic engineering design. To the left is a selection of southern California agencies for which Iteris has provided transportation planning - related on -call services over the past five years. Cadre Environmental (Biological Resources) Cadre Environmental is a sole proprietorship owned environmental Primary Contact consulting firm specializing in conducting natural history research for threatened and endangered species throughout California. The Ruben Ramirez managing Owner/Research Biologist of the firm, Ruben Ramirez, Owner has over 29 years of experience in the industry conducting wildlife 701 Palomar Airport Rd, #300 surveys/research, developing biological technical reports, and Carlsbad, CA 92011 949.300.0212 m r.ra a@ creating Geographic Information System (GIS) databases. Mr. cadreenvironmental.com l.co Ramirez founded Cadre Environmental in June 2002 and is uniquely qualified to provide the City of Santa Ana with biological services support. Since its inception the firm has worked on over 550 public and private sector projects in northern and southern California: Literature and Background Research, General Habitat Assessments for Sensitive Species/Constraints Analysis, Focused Threatened and Endangered Species Surveys, Endangered Species Research Design and Implementation, GIS Management —Development, Analysis, and Map Production, Biological Assessment —Technical and Research Documents, Riverside County MSHCP Compliance Surveys and Documentation, United States Fish and Wildlife Service Emergency Consultation, Endangered Species Act Permitting (Section 7 and 10a), Tribal Government Environmental Consultation, Environmental Compliance Construction Monitoring, Mitigation Bank Assessment and Development, Expert Testimony, and GIS and Environmental Compliance Training. 1-8 CITY OF SANTA ANA • On -Call Landscape Architectural Services 4A 1. Statement of Qualifications Cogstone Resource Management (Cultural Resources) Cogstone Resource Management (Cogstone) is a California corporation and women -owned disadvantaged business enterprise Primary Contact that specializes in archaeology, history, and paleontology. Molly Valasik Established in California on April 5, 2001, for over 21 years, Principal Archaeologist Cogstone has provided competent and respectful cultural and 1518 W. Taft Ave. paleontological resources services to assist clients in meeting Orange, CA 92865 8300 compliance requirements for federal, state, and local regulations mvalasik@cogstone.com including CEQA, NEPA, Section 106 of the National Historic mvalasik@cogstone.com Preservation Act (NHPA), Native American Graves Protection and Repatriation Act (NAGPRA), amongst others. Cogstone has expertise in preparing technical studies used for the preparation of Initial Studies, Negative Declarations, Mitigated Negative Declarations and/or Environmental Impact Reports under CEQA and Categorical Exclusions, Environmental Assessments, and Environmental Impact Statements in accordance with NEPA. Cogstone also has extensive experience preparing and implementing mitigation plans and writing mitigation compliance reports. Cogstone's range of services include preparation of cultural and paleontological resources inventories, cultural and paleontological resources assessments, historic resource assessments, evaluations and significance determinations, mitigation recommendations, peer reviews, Native American consultation support, record searches, surveys, archaeological testing and data recovery, sections for NEPA and CEQA documents, mitigation plans and recommendations, treatment plans, mitigation monitoring, GIS mapping and databases, cultural and paleontological Workers Environmental Awareness Program (WEAP) training, artifact identification and recovery, curation, and reporting. Fuscoe Engineering (Civil/Infrastructure) Fuses. r. provides a full spectrum of civil engineering Primary Contact services for Federal, State, County and City agencies throughout Southern California. From community centers, parks, roadways Ian Adam and flood control/watershed management work to public buildings VP Specialty Services and educational facilities, Fuscoe capitalizes on the knowledge of 16795 Von Karman Ave, #100 highly trained and experienced staff to deliver value and service for Irvine, CA 92606 their clients. Fuscoe's watershed management and CEQA/NEPA .1960 iadam@fuscoe.com iadam@fuscoe.com compliance strengths include preparation of Hydrology studies and Water Quality Technical Reports, Low Impact Development design, Hydromodification Management, Flood Control/Hydraulic Analysis and SWPPP preparation. The Fuscoe team provides reviews of EIR documents for consistency with technical appendices and assists with responses to public comments and representation at public hearings. Proposal for Services • PLACEWORKS 1-9 «A 1. Statement of Qualifications Primary Team Qualifications and Roles JESSE JONES ASLA, Associate Principal will serve as Associate Principal -in -Charge and will be responsible for for maintaining regular contact with City staff, coordinating with subconsultants, facilitating workshops, and attending all project meetings. Jesse is a licensed landscape architect and brings a broad range of experience in landscape design and site analysis to every project. Her areas of focus include playgrounds and outdoor leaming environments, low -impact -design interventions for stormwater management, and large-scale public park design and renovation. Jesse works primarily on public projects and supports clients from conceptual design to construction documentation and through the public bid process and construction. Jesse relocated from our Bay Area office to Los Angeles in 2021 and brings a wealth of experience in park construction to her new home. She continues to manage projects in both Northern and Southern California, including Stewart Park in Beaumont and the new outdoor library project at Jerome Park in Santa Ana. Jesse served as project manager or key project staff on all of the PlaceWorks projects presented in this proposal. She leads multi -disciplinary teams of architects, engineers, and technical specialists and strives for that perfect balance of highly functional and aesthetically beautiful. C.C. LaGRANGE ASLA is a Senior Landscape Architect and project manager with a passion for creating well -crafted public spaces She has successfully worked with a variety of public agencies, from small cities to large regulatory bodies, and excels at coordination and collaboration among multiple stakeholders. She helps ensure the success of built projects by researching materials and products, working effectively with subconsultants from a variety of disciplines, understanding the application of codes and regulations, and shepherding projects through the plan -check process —all while keeping the client's needs front and center. C.C. was employed with PlaceWorks between 2015 and 2021, during which time, she managed a number of park projects throughout Orange and Los Angeles counties, including the Santa Ana River Parkway and Open Space Plan and PlaceWorks portion of the OC RiverWalk Feasibility Plan. She will now be returning to PlaceWorks in March after spending the past two years as a Senior Landscape Architect, at OC Parks where she oversaw projects in planning, design, and construction phases; coordinated with multiple state and federal agencies to secure regulatory permits; and assisted OC Parks' Planning and Design Manager with capital improvement planning and budgeting. Projects included project management of the construction of the Mile Square Regional Park Golf Course Conversion Phase 1, which converted 93 acres of former golf course to public park (opening anticipated in summer 2023); completion of the design, permitting, and bidding of Crawford Canyon Park, a new neighborhood park in unincorporated North Tustin. JOANN HADFIELD is a Principal of Environmental Services with more than 35 years of CEQA and NEPA experience supported by a combined urban planning and civil engineering education and complemented by five years as a public -sector city planner. Her comprehensive background with public- and private -sector projects and her technical background make her ideally suited for the increasing complexity and diversity of CEQA and NEPA. JoAnn's diverse projects span environmental documentation/processing for policy plans, infrastructure and transportation plans/projects, and private development projects. She has managed EIRs for all project types and is expert in the entire environmental process and has ongoing relationships with federal, state, regional, and local agencies. JoAnn's experience includes the recent Santa Ana General Plan EIR and Harbor Corridor Mixed -Use Specific Plan EIR, and serving as Principal -in -Charge for NEPA and CEQA clearance for Anaheim's OC RiverWalk Passive Park Project IS/MND and Notice of Exemption. 1-10 CITY OF SANTA ANA • On -Call Landscape Architectural Services .d4 1. Statement of Qualifications With 25 years of professional experience, ELIZABETH KIM is a seasoned Senior CEQA Project Manager who demonstrates expert CEQA knowledge and skills and has successfully completed CEQA documents for many different types and sizes of projects —from the proposal stage to adoption/certification—within approved budgets and schedules. Elizabeth's experience includes leading CEQA compliance for the OC RiverWalk 3-acre Passive Park Project, Anaheim's ocV.rBE project, and NEPA/CEQA Compliance for the City of Santa Ana Public Works Department's Centennial Park Replacement Project. Name I Title Possible Role/s PROJECT MANAGEMENT AND COORDINATION KAREN GULLEY I Managing Principal Principal JESSE JONES ASLA j Associate Principal Associate Principal -in -Charge C.C. LAGRANGE ASLA I Senior Associate Project Manager JOANN C. HADFIELD I Principal, CEQA/NEPA CEQA/NEPA Principal ELIZABETH KIM I Senior CEQA/NEPAAssociate CEQA/NEPA Project Manager JORGE ESTRADA j Senior CEQA/NEPAAssociate CEQA/NEPA Project Manager DESIGNERS JEN CHUNG ASLA I Associate Designer Landscape Design, Graphic Design YUE ZHANG j Associate Designer Landscape Design, Urban Design DAVID GOMEZ QvvEL, CWM I Designer Landscape Design MARIA CEJA j Project Planner Community Engagement, Spanish Translation RICARDO POZOS I Project Planner Community Engagement, Spanish Translation TECHNICAL STUDIES NICOLE VERMILION I Principal Technical Studies Director JOHN VANG I Senior Associate Air QualitylEnergy/GHG Lead TONY CHUNG PhD, INCE-USA I Associate Principal Noise/VibrationlAcoustics Lead DINA EL CHAMMAS GASS PE, QSD j Sr. Engineer HydrologylWater Quality Lead MIKE WATSON PG I Senior Geologist SUBCONSULTANTS BKF ENGINEERS (Civil CHRIS RIDEOUT, PE j Principal/Vice President GeologylGeohazards, Site Assessment Lead Engineering) Senior Civil Principal BRUCE KIRBY, PE, QSD j Associate Principal Senior Civil Engineer PBS ENGINEERS (Electrical Engineering) KUNAL SHAH, PE, RCDD, LEED AP j President & CEO Principal Electrical Engineer TARIQ HASSAN, PE I Associate Principal Principal Mechanical Engineer LOUIS (LOU) PEREZ j Associate Principal PBS Project Manager RAMON CAMACHO j SeniorAssociate Sr Plumbing & Fire Protection Design Engineer Proposal for Services • PLACEWORKS 1-11 «A 4 1. Statement of Qualifications Name I Title Possible Role/s GEOCON WEST (Geotechnical) JELISA THOMAS ADAMS, GE I Senior Engineer Senior Geotechnical Engineer PETRINA ZEN, GE I Senior Project Engineer Senior Project Engineer SWEENEY & ASSOCIATES (Irrigation) DANIEL ZUMMALLEN, ASIC I Vice President Principal Irrigation Specialist BARTLETT TREE EXPERTS (Arhorists) JEFFREY R. MICKA I Consulting Arborist Arborist IBI GROUP (Traffic/Parking) MIKE ARIZABAL I Associate Manager Transportation Planner ITERIS (Traffic/Parking) SEAN DALY AICP, PTP I Senior Planner Senior Transportation Planner CADRE ENVIRONMENTAL (Biological Resources) RUBEN RAMIREZ I Principal Principal Biologist COGSTONE RESOURCE MANAGEMENT (Cultural Resources) MOLLY VALASIK, RPA I CEO/CFO Cogstone Overall Program Manager FUSCOE ENGINEERING (Water/Civil Engineering) IAN ADAM, CPSWQ, QSD/P I VP, Speciality Services FnSCOe Principal, Stormwater Management The percentage of each individual's time devoted to this project is to be determined on a project by project basis, as is acceptable per the City's Questions & Answers. Resumes for the key staff identified are included in the Appendix. Additional materials are available upon request. 1-12 CITY OF SANTA ANA • On -Call Landscape Architectural Services r4 1. Statement of Qualifications UNDERSTANDING OF NEED As on -call for landscape architecture services, the PlaceWorks team is prepared to support the City as it carries out parks and green space improvements. The City currently provides 1.1 acres of park space per 1,000 residents and the 2022 Parks Master Plan set a goal of 3 acres per 1,000 residents. Meeting this goal, along with providing the necessary upgrades and park maintenance that the plan also recommends, will require strategic focus on park development, fundraising, and partnership. Our team is excited to support these efforts as the City builds its park network for the future. We identified the following key consideration for the City's selected on -call design team. Support the City's Park Equity Goals. The City's Parks Master Plan also sets key initiatives focused on park equity, access, and environmental justice to ensure that residents that park services respond appropriate to public need. While new parks in areas with limited park access bring important new opportunities for recreation, they face unique challenge of over use and high demand. Designing resilient parks that can serve the population over the long term will be critical. Engage the Community and Respond to their Needs. Parks are successful when the communtiy embraces them and takes ownership over the space. Community participation in design and implementation helps to build community support and ensure that a new park space responds to the distinctive character of the neighborhood where it is located. Consider Long-term Operation and Maintenance. Parks and trails are a long-term invesment and require a dedicated staff to maintain them. Discussions with City operations and maintenance staff are critical through all phases of design from intial considerations to detailed instructions for upkeep of newly constructed facilities. Understanding these realities will ensure that the park does not set unrealistic management goals and can provide a long-term asset to the community that is consistent with the maintenance capacity of the City. Provide High Quality Projects. No matter the scale or budget, the landscape architecture team needs to deliver products that are well designed, realistic, and ready for the City to use. From a conceptual design that will be used for grant applications to a final bid package, the project team must use creativity and quality control to ensure that the final deliverables meet the City's needs. Approach While each project is unique, the PlaceWorks team has developed the following core practices that ensure successful design and planning processes and project outcomes. Following is a summary of the approach to various tasks described as needed in the RFQ. Site Specific Master Planning & Concept Development Most projects begin with conceptual design and site understanding. ■ Technical Expertise. In the initial phases of a project, we draw on our technical team members, both subconsultants and in-house experts, for the needed technical information, base data and/ or surveys. Our combined team for this effort has the breadth of experience to assess baseline conditions for most park and trails projects, including resource assessments, survey and mapping, and utlity assessments. In additional to our teaming partners, PlaceWorks has in-house experts in air quality, noise, climate adaptation and site assessment (Phase 1). Because we regularly complete design and environmental compliance concurrently, our teams are able to ensure well -coordinated work products and schedules, as well as ensure that potential environmental issues and impacts are considered during the planning and design phases. Proposal for Services • PLACEWORKS 1-13 0 A V 1. Statement of Qualifications ■ Alternatives Development. Our Schematic Design process includes developing design alternatives for delivering the proposed project improvements. The alternatives are prepared to provide an equal experience in terms of park programming but vary in layout and design details. We use the Adobe Creative Suite to develop initial concepts and graphics, and 3d modeling software including lumion and sketch -up to create realistic visualizations that help convey design. These alternatives will present the City and the public, through community engaement efforts, with options to consider before moving into a Master Plan document, or into Design Development, should a project be headed for construction. Once a preferred approach is determined, the PlaceWorks team moves through the design phases using AutoCAD for the development of construction documents. ■ Master Plan. PlaceWorks' cross -disciplinary practice gives us a holistic perspective in researching, reviewing, analyzing, planning, and designing. Our landscape architecture team specializes in working across scale, providing both large-scale park planning services and detailed construction - ready design. We have completed master planning projects and feasibility studies for a variety of public agencies and understand the level of detail required to present a project at this phase. Additionally, our strong experience with and knowledge of all aspects of the project including design development, construction documents, cost estimating, permitting, bidding, and construction administration allows us to anticipate and plan for potential issues that could come along later in future design phases. This understanding, along with input from our in-house experts in environmental analysis, permitting, and compliance support, also helps to ensure that our projects are planned and designed to be largely self -mitigating. While the Master Plan phase may not include construction, we understand that the design must be permittable, buildable, affordable, and maintainable within the City's established budgets and thresholds. Community Outreach Through our community engagement work on a wide range of park, trail, open space and public space design projects, we have developed the following principles for successful processes: ■ Balanced Interests. PlaceWorks works hard to ensure that input is received from all points of view. PlaceWorks facilitators are trained to maintain the overall balance of different interest groups, ensuring that the discussion is not unduly slanted toward one particular point of view and that everyone has a chance to hear from each other. ■ Substantive Involvement. We believe in the importance of hands-on, substantive involvement in building, understanding, and supporting the design process, for example through site -based exercises that require participants to work to help our team develop creative solutions that aim to meet multiple goals and desires at once. ■ Structured Meetings or Activities. PlaceWorks will help the City strategize about how to structure each stakeholder meeting or event to achieve specific goals most critical to developing a workable, consensus -based design. While we understand that there can be differing opinions and potential conflict regarding park uses and among user groups, as well as concerns from neighbors or other community members, we have the experience in facilitating dialogue and engagement activities such that conversations are positive and focus on problem -solving. We have the skills and experience needed to keep public feedback focused on practical, implementable results. 1-14 CITY OF SANTA ANA • On -Call Landscape Architectural Services 44 1. Statement of Qualifications Construction Documentation and Construction Administration The development of construction documents and assistance with construction administration is a core service offered by the PlaceWorks team. We have an established history of planning, design and construction of public spaces, and are recognized for our creative, responsive and flexible approach to the development of community -serving parks and open spaces. ■ Design Concept to Bid Set PSBE. For decades, PlaceWorks has worked with agencies to design and improve neighborhood and community parks. We are facile with the full range of tasks in the design process. Our "toolkit" includes design diagramming, freehand illustration —both in studio and live at meetings, digital simulations, and comprehensive Plans Specifications and Estimates submittal management. We perform all of our landscape architectural construction cost estimating in-house. ■ Quality Control. As part of our quality control process, a principal reviews all products before they are submitted to a client. We are committed to high-level principal and senior associate involvement in all aspects of project management, document development and product delivery. ■ Constructability and budget review. We address budgets at the outset of a project and prepare updated estimates at every phase of design. As the plans near completion, we perform in-house cross-checks by one of our landscape architects not involved in the project to apply fresh eyes and perspectives regarding budget, project staging, and construction details for clarity. We also have sub -consultants available to provide 3rd party peer -review, if desired by the City. ■ Bid support. During the bid process, PlaceWorks supports our clients as needed from preparation of the bid form, attendance at the pre -bid conference, responses to pre -bid question and preparation of addenda, if needed, and evaluation of bids. Our public sector clients appreciate PlaceWorks' understanding of the public bid process and procedures and utilize our services to prepare forms and monitor the bid process when they do not have the available staff. ■ Construction administration. PlaceWorks routinely provides assistance with construction administration on public construction projects, from beginning to end. We provide ongoing assistance including submittal and mock-up review, site visits, RFI review and response, and pre - and final punch lists. We pride ourselves on producing CD's that are clear and buildable, minimizing conflicts and confusion in the field. Environmental Planning PlaceWorks has a deep familiarity with state and local procedures. Our standard process when working with local, state, and federal procedures begins with a code review that identifies relevant standards and legal requirements. This is informed by our experience working with cities, counties, and agencies to shape local codes, prepare CEQA/NEPA documentation, and to provide plan check review. PlaceWorks has conducted numerous studies for state and federal agencies, and we understand that some community outreach efforts may fall under federal procedures. At the outset of the environemntal document preparation process, we will work first to fully understand the whole of the project. This includes attending meetings; reading project information; studying plans; and asking questions about staging, timing of construction, and area of disturbance. Once we know the full extent of the project, we will review the potential impacts in the context of any previously certified environmental documents, using any technical studies prepared in support of project design, as well as our own project -level experience in construction. Proposal for Services • PLACEWORKS 1-15 * 1 y 1. Statement of Qualifications Every permitting agency has its own set of environmental guidelines. The PlaceWorks team is skilled in working with agencies to ensure that all needs are met. We start by contacting the environmental official directly, asking for examples of previously acceptable work, and reviewing the agency -specific written guidelines. While we have experience with many different agencies, we always verify the requirements as they frequently change. Once we know the specifics of the agency, we adjust our technical studies and analysis to ensure the agency is comfortable with the determinations. Project Management PlaceWorks trains effective project managers with the tools to communicate effectively with clients and stakeholders. We hold regular progress meetings to keep the project team up to date and involved in the project. Documentation with action items will ensure clear direction and avoid delays. Materials for public review and meeting presentations will be reviewed by the City's project manager to ensure consistency with the project goals and City messaging. Presentation materials will be graphically rich and easy to understand. They will also be reviewed by internal staff for content and quality. When leading a multidisciplinary team, PlaceWorks coordinates directly with all subconsultants and fosters a collaborative workflow to ensure that the project is delivered in a cohesive and integrated way. ■ Communication. At the outset of the project our principal and project manager established communication protocols with the client. The protocol includes an agreed -upon approach to methods of communication, frequency of check -ins, and review and submission of interim deliverables. PlaceWorks holds regular team meetings in order to discuss progress, questions and any issues that may arise during the development of products. We maintain constant communication with our clients and subconsultants, and documents decisions in writing to make certain they are clearly understood by all team members. We will work with the City to develop complete critical path schedules in the initial project stages and establish meeting and workshop dates as early as possible, to allow everyone involved to monitor the project's progress. We schedule dates for written deliverables in order to allow adequate time for internal review to ensure that each product we give our clients is a well -coordinated and complete document. Cost Control. PlaceWorks maintains a rigorous system of project cost control, employee billability, and client invoicing. Our project budget sheets are oriented subtask-by-subtask, and include both hours/budget used, hours/budget available, and percentage of work complete. All Project Managers are required to complete monthly staffing needs for each of his/her projects, which are then used by the PlaceWorks Management Team to develop long term staffing requirements for all PlaceWorks team members. We maintain a redundant invoicing process whereby invoices are distributed to Project Managers for review and signature, then rerouted to project Principals -in -Charge for a second review and execution. Invoices are then returned to accounts receivable with required revisions, to be returned to Project Managers for final review before distributing to clients. 1-16 CITY OF SANTA ANA • On -Call Landscape Architectural Services 1. Statement of Qualifications RELEVANT PROJECT EXPERIENCE Following is a list of projects related to the scope of work that PlaceWorks has completed within the past five years. Please see the Appendix for images and additional projects from the PlaceWorks team. We offer the following selected projects to show the range of our experience. Jerome Park Outdoor Library Details/Images on page A-55 PlaceWorks is currently working with the City of Santa Ana to develop their first outdoor library. Anchored by a library vending machine, the outdoor library will include public space for residents to recreate, learn, and play. The city's vision includes a multi -disciplinary space that can host programs and events and also serve as a educational space for children and adults. Working with grant funding from the COVID-19 relief program, PlaceWorks is developing design concepts that creatively embrace that vision within the budget of the grant program with focused attention on implementation to complete the project within the proposed schedule. Highlights Multi -generational gathering space, outdoor learning environment, customized kiosk design Location Santa Ana, California Year Completed Ongoing Client Contact Brian Sternberg, Library Services Director, City of Santa Ana 1 714.647-5296 bsternberg@santa-ana.org Snow Park Renovation Details/Images on page A-59 PlaceWorks worked with the City of Oakland to redesign Snow Park to more effectively manage stormwater and incorporate new park features to meet the needs of the local community. These include a new state-of-the-art terraced play area and a pedestrian promenade, with a highly visible rain garden featuring a custom art piece by local artists. PlaceWorks also provided outreach and coordination with the community and multiple advisory committees to create conceptual plans for the park, streetscape, and lakeside improvements. The plans were developed into construction documents and PlaceWorks provided construction administration. PlaceWorks' role on this project also included environmental review under CEQA and NEPA. Highlights Multi -level playground, award winning park renovation project, innovative stormwater management Location Oakland, California Year Completed 2019 Client Contact Alison Schwarz, CIP Project Coordinator, City of Oakland 1 510.238,6386 aschwarz@oaklandnet.com Proposal for Services • PLACEWORKS 1-17 * M 4 1. Statement of Qualifications Jean Sweeney Open Space Park Details/Images on page A-63 PlaceWorks prepared design development and construction documents for this unique 27-acre community park in the heart of Alameda. The design process built on a master plan developed by the City with input from residents. PlaceWorks conducted community outreach with residents and stakeholders to ensure that the final project fulfilled their vision for the site. The park incorporates elements from the site's previous use by the Beltline Railway, including a historic train shelter and interpretive signage about Jean Sweeney's legacy as an open space advocate. The nature play area incorporates natural elements, such as boulders and logs repurposed from City tree maintenance, with playground equipment to create a unique and memorable play experience for both young children and older youth. Highlights Prefabricated gathering pavilion and rest stops, large playground with water features, integrated trail and bike path Location Alameda, California Year Completed 2018 Client Contact Amy Wooldridge, Recreation and Parks Director 1510.747.7570 awooldridge@alamedaca.gov Iris Chang Park Details on page A-61 PlaceWorks provided master planning, landscape architectural design, and construction documents for a new 2.5-acre memorial sculpture park in North San Jose. PlaceWorks' CEQA staff completed the Initial Study/Negative Declaration necessary for the project. The park is named after Iris Chang, a Chinese-American journalist and author. PlaceWorks worked closely with the community as well as with Ms. Chang's parents in shaping the vision for the park, which includes a series of monumental stone sculptures created by the artist Richard Deutsch. The park design includes a dynamic planting plan made up of grasses of various textures and sizes arranged in concentric and undulating waves. These textures and forms, combined with the stone sculptures, create a contemplative environment for visitors to consider Iris Chang's legacy. Highlights Collaboration with local artist, multiuse lawn and drought tolerant planting, Flood Control District coordination Location San Jose, California Year Completed 2019 Client Contact Han -Lei Wang, Landscape Architect, City of San Jose Public Works i 408.535.8356 1 Han-Lei.Wang@sanjoseca.gov 1-18 CITY OF SANTA ANA • On -Call Landscape Architectural Services J 4 1. Statement of Qualifications Santa Ana Centennial Park RVA and CEQA/NEPA Details/Images on page A-69 PlaceWorks performed Recreational Value Assessment (RVA) and documented one of the main components of the Federal Lands to Park Lands Exchange Requirement —justification of public recreational utility of the land proposed for exchange and its replacement. The report provides an analysis of the combined recreational value of three proposed sites in comparison with the CEC Site at Centennial Park and includes a site analysis; review of policies, plans, and trends; community park need analysis; recreational opportunities and constraints analysis; and conclusion, which demonstrates that the three proposed replacement properties (McFadden Site, 6th Street Site, and Raitt Street Site) would provide equal or greater recreational value. Highlights Successfully satisfied the National Parks Service's complex criteria for transferring land use restrictions from the CEC site to three very different new park sites located in different socio-economic areas of the city. Location Santa Ana, California Year Completed 2018 (Value Assessment) 12020 (CEQA/NEPA) Client Contact Ron Ono, Administrative Services Manager, City of Santa Ana I Retired Proposal for5ervices • PLACEWORKS 1-19 * A 1. Statement of Qualifications REFERENCES PlaceWorks has provided references from clients who can attest to the quality of the work we do. We encourage you to contact them to find out more about our project work. Clement Lau, Departmental Facilities Planner COUNTY OF LOS ANGELES I Department of Recreation and Parks 11000 S. Fremont Ave Unit #40, Bldg. A-9 West 3rd Floor, Alhambra, CA 91803 1 626.588.5301 1 clau@parks.lacounty.gov Dates of Work 2013-2015, 2016-2019, 2020 Services Provided Multiple projects including community parks plans, street level renderings for public works improvements, and community engagement including the Park at 95th and Normandie; details on page A-68 Annie Youngerman, Project Manager THE TRUST FOR PUBLIC LAND 1 101 Montgomery St #1000, San Francisco CA 94104 415.800.52011 annie.youngerman@tpl.org Dates of Work September 2019—June 2021 Services Provided Conceptual design, construction drawings, and construction administration of Markham Elementary School in Oakland, CA; details on page A-67 Barney Matsumoto, Landscape Architect CALIFORNIA STATE PARKS, SOUTHERN SERVICE CENTER 12797 Truxtun Rd, San Diego, CA 92106 1619.221.7070 1 barney.matsumoto@parks.ca.gov Dates of Work Ongoing Services Provided Various projects as on -call park planners for California State Parks Dustin Christensen, Principal Engineer CITY OF BEAUMONT I Public Works Department 1 550 E. Sixth Street, Beaumont, CA 92223 951.769.8522 1 dchdstensen@beaumontca.gov Dates of Work May 2022—Ongoing Services Provided Beaumont Stewart Park Improvement Project Landscape Architecture Details on gage A-57 1-20 CITY OF SANTA ANA • On -Call Landscape Architectural Services ,r • r r 4. CERTIFICATIONS Appendix ATTACHMENT3-1: NON-COLLUSIONAFFIDAVIT CERTIFICATIONS NON -COLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CiTYOF SANTA ANA DEPARTMENT OF PUBLIC WORKS in accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the BiDDER declares that the bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; that the BIDDER has not directly or indirectly induced or solicited any other BiDDER to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived or agreed with any BIDDER or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the BIDDER has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the BIDDER or any BIDDER, or to fix any overhead, profit, or cost element of the bid price, or of that of any other BIDDER, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the bid are true; and, further, that the BIDDER has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid. Note: The above Non -collusion Affidavit is part of the Proposal. Signing this Proposal on the signature portion thereof shall also constitute signature of this Non -collusion Affidavit. BIDDERS are cautioned that making a false certification may subject the certifier to criminal prosecution. Signed State of California County of Orange Vice President and Subscribed and sworn to (or affirmed) before me on this 14th day of March _ 2023 by Karen Gulley proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. Notary Public Signature Notary Public Seal City of Santa Ana RFP 22-097 Page A3-1 4-1 A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. State of California County of Orange Subscribed and sworn to (or affirmed) before me on this 14 day of March 20 23 , by Karen Gulley proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. JENNIFER MPRTINEZ _ N.u, P.WIk - UHNINIie i -t Omnge County `_ Commhxlon r 22954E MY Comm13.2023 (Seal) Signature ' 4-2 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, andthe extension, continuation, renewal, amendment, or modification of any federal contract, grant, loan, or cooperative agreement. 2. If any funds other than federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence any officer or employee of anyfederal agency, a Member of Congress, an officer or employee of Congress, oran employee of Memberof 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 placedwhenthis 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 filethe required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure. The prospective participant also agrees by submitting his or her bid or proposal that he or she shall require that the language of this certification be included in all lower tier subcontracts, which exceed $100,000 and that all such sub recipients shall certify and disclose accordingly. Firm PlaceWorks Signed and Printed Name: Karen Title Managing Principal, Design Date March 14, 2023 City of Santa Ana RFP 22-097 Page A3-2 4-3 Appendix ATTACHMENT 3-3: NON-DISCRIMINATION CERTIFICATION CERTIFICATIONS The undersigned consultant or corporate officer, during the performance of this contract, certifies as follows: The Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The Consultant shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment without, regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. The Consultant agrees to post in conspicuous places, available to employees and applicants for employment, notices to be provided setting forth the provisions of this nondiscrimination clause. 2. The Consultant shall, in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The Consultant shall send to each labor union or representative of workers with which he/she has a collective bargaining agreement or other contract or understanding, a notice to be provided advising the said labor union or workers' representatives of the Consultant's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The Consultant shall comply with all provisions of Executive Order 11246 of September 24, 1965, and of the rules, regulations, and relevant orders of the Secretary of Labor. 5. The Consultant shall furnish all information and reports required by Executive Order 11246 of September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or pursuant thereto, and will permit access to his/her books, records, and accounts by the administering agency and the Secretary of Labor for purposes of investigation, to ascertain compliance with such rules, regulations, and orders. 6. In the event of the Consultant's non-compliance with the nondiscrimination clauses of this contract or with any of the said rules, regulations, or orders, the contract may be canceled, terminated, or suspended in whole or in part and the Consultant may be declared ineligible for further Government contracts or federally assisted construction contracts in accordance with procedures authorized in Execution Order 11246 of September 24, 1965, and such other sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of September 24, 1965, or by rule, regulations, or order of the Secretary of Labor, or as otherwise provided by law. 7. The Consultant shall include the portion of the sentence immediately preceding paragraph (1) and the provisions of paragraphs (1)through (7) in every subcontract or purchase order unless exempted City of Santa Ana RFP 22-097 4-4 Page A3-3 by rules, regulations, or orders of the Secretary of Labor issued pursuant to Section 204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding upon each subcontract or purchase order as the administering agency may direct as means of enforcing such provisions, including sanctions for noncompliance; provided, however, that in the event the Consultant becomes involved in, or is threatened with, litigation with a sub -consultant or vendor as a result of such direction by the administering agency, the Consultant may request that the United States enter into such litigation to protect the interests of the United States. 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1939, and as amended, No discrimination shall be made in the employment of persons upon public works because of race, religious creed, color, national origin, ancestry, physical handicaps, mental condition, marital status, or sex of such persons, except as provided in Section 1420, and any consultant of public works violating this Section is subject to all the penalties imposed for a violation of the Chapter. Signed: Karen Gulley Title: Managing Principal, Deg i Firm: March 14, 2023 Date: PlaceWorks City of Santa Ana RFP 22-097 Page A3-4 4-5 f M V 4. Certifications This page intentionally left blank. 4-6 CITY OF SANTA ANA • On -Call Landscape Architectural Services f 1 y This page intentionally left blank. A-52 CITY OF SANTA ANA • On -Call Landscape Architectural Services Relevant Projects -44 JEROME PARK OUTDOOR LIBRARY So much more than a park or a library PlaceWorks is currently working with the City of Santa Ana to develop its first outdoor library. Anchored by a library vending machine, the outdoor library will include public space for residents to recreate, learn, and play. The city's vision includes a multidisciplinary space that can host programs and events and also serve as a educational space for children and adults. Working with grant funding from the COVID-19 relief program, PlaceWorks is developing design concepts that creatively embrace that vision within the budget of the grant program with focused attention on implementation to complete the project within the proposed schedule. Working within an existing park, the PlaceWorks team is carefully examining existing conditions to create a design that integrates seamlessly with the park and maintains key park assets, like existing shade trees. The team is also conducting a tailored outreach program focused on reaching out to the local community and nearby residents, including working with high school students in the leadership group at Kid Works, a local non- profit focused on youth development. The PlaceWorks team developed two conceptual alternatives based on different themes and offering differing site aesthetics. The project team is currently working with the community and the City to evaluate these designs and move to a preferred concept. After finalizing the preferred concepts, the team will develop full construction documents with plans, specifications, and estimates, and will support the City with construction administration. Location Santa Ana, California Size 2 acres Client City of Santa Ana Date Completed Ongoing Services Provided Landscape Architecture, Community Engagement Return to Proposal page 1-17 ® PLACEWORKS A_55 s 4 STEWART PARK IMPROVEMENT PROJECT Back to the Heart of the City PlaceWorks is currently working with the City of Beaumont on a renovation of Stewart Park. The park is at the heart of the city and once contained the City's only public swimming pool. Due to safety issues, the pool was removed, and the park renovation is intended to provide new upgrades to bring visitors back to the park. Planned improvements include a large splashpad, two playgrounds, a skate park, shaded picnic areas, an additional restroom and shower building, basketball courts, pathways, community gathering space and farmer's market area, and an amphitheater. Stewart Park hosts two major events in the summer with large performances bringing In thousands of visitors from the surrounding area. The park design must be dynamic enough to provide everyday comfort to residents and durable enough to sustain large amounts of traffic during events. The park renovation includes closing two streets that run through the park and relocating utilities within the right-of-way. The design intends to integrate the streets into the park through regrading and reconfiguring of internal trails and entry points. Stewart Park is also utilized as a flood control basin. The site design reconfigures the basin geometry to better accommodate public use but is retaining the overall flood capacity. Major site features, including the splash pad, playground, and park buildings are located at the highest elevations of the park to avoid potential for future flooding. The PlaceWorks team is leading Location Beaumont, California Size 13.8 acres Client City of Beaumont Date Completed Ongoing Services Provided Landscape Architecture, Online Survey, CEQA A-56 PLACEWORKS sNadezpucwre 20x30 FERRED ALTERNATIVEMu, 9rlll(a6 ampniOnctter � aorianls tables, mo owd with pproximate owoun view entryplaaa and "pocky behind relozated buNetball marketspate people) existing op9coded hmresentlon worm¢[. awale remoom swm pads mmmon)ry -area dlagolutibee---- _ I______pµ_____I � �_ Map -- - - - *Y �xs �r 'i hhh iii y� Orange Benue single now sphsh pad en" ffiages ploypraund azswiated wit/ group picnic miw fitness class m IE pld pimiu remoom pUn pUyg,ound plmiurn, —hoot wi zM1 n. space fiNd tables B n.—Iudditbtniblo". pool....) sburtu rcwf fioxer vislb@fiom ponb area) red'tile'rcof zO 0 coordination with outside agencies to ensure project compliance and permitting prior to the start of construction. To gather feedback on project goals and community vision for the project, PlaceWorks conducted an online survey that received over 800 responses. The design team utilized this feedback to develop two conceptual design alternatives focused on different themes but offering the same general amenities. Additional outreach with community members and feedback from City Council resulted in a preferred alternative that brings together elements from each alternative into a cohesive layout. The preferred alternative celebrates the City's history through interpretive elements and highlights its natural assets, including orienting the amphitheater with views of the surrounding mountains and integrating planting and hardscape to effectively move water in swales and provide an aesthetically appealing landscape feature. The playground and splash pad make use of existing site topography to create a multi -tiered play space that also references the surrounding mountains, which is one of the celebrated features of living in Beaumont. PlaceWorks is leading a team of engineers and product designers and is also providing CECA services to ensure the project is ready for construction. The development of construction documents, plans, specifications, and estimates is currently under way. Return to Proposal page 1-20 A-57 ,, 4 LAKESIDE GREEN STREETS Connecting Downtown Oakland to Lake Merritt rrr Place Works worked with the City of Oakland to develop a comprehensive urban greening retrofit along Oakland's iconic Lake Merritt, as outlined in the 2002 Lake Merritt Master Plan. The intersection of Lakeside Drive and Harrison Street was completely reconfigured, and this task served as an opportunity for narrowing and removing paved areas and applying complete streets principles, building roadway rain gardens, and improving the urban character, walkability, and user experience at the lake. The project creates a new pedestrian - and bicycle -friendly multimodal corridor connection along Lakeside Drive and Harrison Street, Adjacent Snow Park was also redesigned, and new features were added to meet the needs of the local community. These include a new state-of-the-art terraced play area and a pedestrian promenade, with a central rain garden featuring a custom art piece by local artists WowHaus. The sculpture represents a mythical water - dwelling creature that connects the site's location near the lake and the rainwater elements in the park. The project was designed to meet Bay -Friendly Landscape standards, including permeable and high-albedo paving, native and climate adapted plantings, and high recycled content in all purchased materials. A-58 Location Oakland, California Size 14 acres; 0.5 mile trail Client City of Oakland Community & Economic Development Agency Date Completed June 2019 Construction Cost $11.7 Million Services Provided Landscape Architecture, Urban Design, Community Outreach and Facilitation, Bicycle and Pedestrian Planning, Stormwater Management, Complete Streets Design, Streetscape Design, Green Streets, Waterfront Design, Accessible Design, Park Restoration, CEQA, Construction Administration ® PLACEWORKS 0d Place Works also provided outreach and coordination with the community and multiple advisory committees to create conceptual plans for the park, streetscape, and lakeside improvements. The plans were developed into construction documents that included specific enhancements for roadways, electrical systems, street lighting; and stormwater Infrastructure, including ample rain gardens. Place Works' role on this project Included environmental review under CEQA and NEPA. Place Works also provided construction administration. Return to Proposal page 1�-17 A-59 IRIS CHANG PARK Memorial and Contemplation Park Place Works provided master planning, landscape architectural design, and construction documents for a new 2.5-acre memorial sculpture park in North San Jose, Place Works' CECA staff completed the Initial Study/Negative Declaration necessary for the project. The park is named after Iris Chang, a Chinese-American journalist and author, who wrote the bestselling book, The Rape of Nanking, which covered atrocities committed in China by the Japanese army, a forgotten holocaust of the Second World War. Place Works worked closely with the community as well as with Ms. Chang`s parents in shaping the vision for the park, which includes a series of monumental stone sculptures created by the artist Richard Deutsch. The site is located adjacent to Coyote Creek Trail and the new path system includes an accessible trail connection from the park and its neighborhoods up to the trail, which runs along the top of a levee. The grading required to bring users from ground level to the trail provided inspiration for exuberant curves in path layout and in earthform, allowing the landscape to have a sculptural form of its own. The park design includes a dynamic planting plan made up of grasses of various textures and sizes arranged in concentric and undulating waves. These textures and forms, combined with the stone sculptures, create a contemplative environment for visitors to consider Iris Chang's legacy. A-60 Location San Jose, California Size 2.5 acres Client City of San Jose Date Completed September 2019 Construction Cost $1.8 Million Services Provided Landscape Architecture, Master Plan, CEQA, Artistic Design, Construction Documents, Cost Estimating, Construction Administration ® PLACEWORKS Return mProposal page ,4a as ,, 3 JEAN SWEENEY OPEN SPACE PARK Creating Nature in the City Place Works prepared design development and construction documents for this unique 27-acre community park in the heart of Alameda. The design process built upon a masterplan developed by the City with input from residents. Place Works conducted community outreach with residents and stakeholders to ensure that the final project fulfilled their vision for the site. A phasing plan was developed separating construction and bidding of the park into four phases. The first phase of construction includes the Cross -Alameda Trail, a shaded Class I bike trail which runs along the northern edge of Jean Sweeney Open Space Park. The second phase of construction includes the eastern end of the Park, with a large nature playground, great lawn, picnic pavilion, parking lot and stormwater treatment planting. The park incorporates elements from the site's previous use by the Beltline Railway, including a historic train shelter and interpretive signage about Jean Sweeney's legacy as an open space advocate. The nature play area incorporates natural elements, such as boulders and logs repurposed from City tree maintenance, with playground equipment to create a unique and memorable play experience for both young children and older youth. The third and fourth phases of the park will expand the park by adding, a large community garden, demonstration orchards, a bicycle skills course, habitat planting areas, and hiking trails with ongoing opportunities for outdoor education and nature -watching. A-62 Location Alameda, California Size 27 acres, t Mile of Trail Client City of Alameda Date Completed Phase I and II complete Construction Cost $3 Million Phase I Trail, $3.8 Million Phase 11 Park Services Provided Landscape Architecture, Open Space Planning and Design, Construction Documents, Community Garden Design ® PLACEWORKS PlaceWorks also provided outreach and coordination with the community and multiple advisory committees to create conceptual plans forthe park, streetscape, and lakeside improvements. The plans were developed into construction documents that Included specific enhancements for roadways, electrical systems, street lighting, and stormwater infrastructure, including ample rain gardens. PlaceWorks' role on this project included environmental review under CEQA and NEPA. PlaceWorks also provided construction administration. Return to Proposal page 1 18 A-63 OHLONE GREENWAY RAINGARDEN Stormwater Management as a Public Amenity The City of EI Cerrito received an Urban Greening Prop 84 Grant to improve a 2.75-acre project area along a 0.3-mile stretch of the Ohlone Greenway, an urban trail connecting East Bay coastal cities. PlaceWorks is designing a landscape concept plan and detailed construction documents to restore two outfall culverts on forks of Cerrito Creek. The design will highlight stormwater management in the Ohlone Greenway Natural Area, and will incorporate interception of stormwater from Fairmont Avenue. Once completed, the project will offer beautiful rain gardens, an informal explorative natural play area, interpretive design elements, and improved riparian habitat and water quality. Public process for this multimodal trail and outdoor rain garden includes a site walk and two workshops that build upon the history of interest in this project by existing vested stakeholders. The design team will continue to work with Friends of Five Creeks, one of the key stakeholders, to refine approaches and details for the creek and riparian habitat improvements. PlaceWorks is also assisting the City on agency coordination and permitting with the Regional Water Quality Control Board and the California Department of Fish & Game, as well as coordination with the ongoing BART Earthquake Safety Program. A-64 Location El Cerrito, California Size 2.75 acres Client City of EI Cerrito Date Completed October 2014 Construction Cost $603,000 Services Provided Landscape Architecture, Community Participation, Bicycle and Pedestrian Planning, Stormwater Management, Streetscape Design, Accessible Design, Play Area Design, Habitat Restoration, Cost Estimating, Construction Administration ® PLACEWORKS .d4 A-66 MARKHAM ELEMENTARY LIVING SCHOOLYARD Promoting Outdoor Play in a Sustainable Landscape The Markham Elementary School project is a collaborative team effort Location between the Trust for Public Land (TPL), Oakland Unified School District Oakland, California (OUSD) and Markham Elementary community. Located in Oakland's Size industrial district, the schoolyard and surrounding neighborhood suffer 1.15 acres from poor air quality, noise pollution and a general lack of green space. Client A priority for this project was to create a living schoolyard that promotes TheTrustfor Public Land outdoor play in a hardy, sustainable and safe landscape. Date Completed Phase 1 Summer 2019; Place Works worked with TPL to transform underutilized asphalt play Phase 2June 2021 courts at the school into a living schoolyard with major features construction cost that include an outdoor classroom, numerous nature play areas, an $500,000 expanded community garden, and an orchard that offers students Services Provided opportunities for outdoor education and experience working in Landscape Architecture, community the garden. Based on design ideas developed in a comprehensive Outreach, Environmental Education and Nature Play, schoolyard Retrofit community -outreach process, Place Works developed a site master plan and construction documents. Phase 1 of the project was completed in the summer of 2019 and included the expanded garden space, the fruit tree orchard, and the shaded seating area. ® PLACEWORKS Phase 2 was significantly Influenced by the COVID-19 pandemic with California issuing a statewide shelter -in -place order during the development of construction documents. Oakland Unified School District (OUSD) remained closed during the design phase and the value of outdoor learning spaces became more apparent. Construction was completed in June 2021, and the site will be ready to welcome students in Fall 2021 with new outdoor classrooms, comfortable spaces for social distancing, and established plant materials. This project will be a celebrated community asset and open space resource to the school and greater neighborhood communityfor generations to come. Return to Proposal page 1-20 A-67 95t" & NORMANDIE POCKET PARK Meeting Los Angeles County Residents' Needs for Green Space 0 e w, A. L. y � � , � r r • �..� ( rY Working in partnership with the Los Angeles Neighborhood Land Trust (LANLT), PlaceWorks provided landscape architectural services including site design, renderings, cost estimating, and community engagement support for the development of a pocket park at the 95th and Normandle site, which is owned by LA County Department of Parks and Recreation (DPR). The small site was identified as a potential park site in a park -poor neighborhood, with the potential of meeting residents' needs for green space and high intensity active use. The PlaceWorks team worked closely with LANLT staff and LA County DPR staff to document the site conditions, analyze constraints, and develop an approach to the site that would meet funder and community needs. Community safety is a high priority for residents. The PlaceWorks team completed a series of sight line analysis and circulation diagramming to determine how to effectively organize the space to maximize clear views through the site and multiple paths of travel to navigate to exit points. PlaceWorks created several hand -drawn renderings of site alternatives which illustrate the spatial relationships between site elements. These hand drawings effectively demonstrated possibilities for the space to community members. PlaceWorks also developed a series of activities that were used during participatory community workshops. These activities solicited feedback on the design elements at the site, planting palettes, equipment selection, and the site name. Funding for the project is currently delayed and the project team will finalize A-68 construction drawings prior to a public bid process Location Westmont Neighborhood, Unincorporated Los Angeles County Size 0.25 acres Client Los Angeles Neighborhood Land Trust Date Completed Ongoing Construction Cost Estimate $2.2 million (not yet constructed) Services Provided Park Design Concept Development, Construction Drawings, Cost Estimates Specifications, Utility Coordination Return to Proposal page 1-20 ® PLACEWORKS Id4 NEPA & CEQA FOR PARK REPLACEMENT Federal Lands to Parks Land Exchange for Centennial Park in Santa Ana The proposed project involved the construction and operation of parklands to replace 2.6 acres in Centennial Park that were leased to Rancho Santiago Community College District. The replacement parklands encompass three park sites —a 6th Street site, a Raitt Street site, and the Pacific Electric Park on McFadden —that total 2.76 acres. Although the replacement park sites are in the city of Santa Ana, the property in Centennial Park is subject to a public benefit conveyance deed from the federal government, and the replacement sites will be brought under that deed. The Department of the Interior- is the federal sponsoring agency, and the National Park Service is the bureau that administers the Federal Lands to Parks Program. Therefore, the project required NEPA approval through an environmental assessment as well as CEQA approval through a mitigated negative declaration. Different federal agencies/departments have slightly different processes and formats for FA and NEPA processing, which required coordinating with the National Park Service and its program. Location Santa Ana, California Size 2.76 acres Client City of Santa Ana Date Completed 2020 Services Provided Environmental Assessment, Initial Study/Mitigated Negative Declaration; Coordination Between Agencies; Public Noticing Return to Proposal page 1-19 ® PLACEWORKS A 69 McFADDEN-ORANGE PARK CEQA and NEPA Clearance for Pacific Electric Park The city received the property for Centennial Park as a grant from the federal government in the late 1940s with the agreement that the city would use the property In accordance with an approved program. When the city leased about two and a half acres of the park to the Rancho Santiago Community College District to build and operate a career education center, that acreage was out of compliance with the program of utilization. The National Park Service therefore only agreed to a five-year extension to its agreement with the city. As a condition to extending the agreement, the NPS required that RSCCD either move from Centennial Park or provide replacement park land of equal recreational value. The city asked Place Works for a recreational value report to assess a replacement site (Pacific Electric Park); research program needs, options, and opportunities for the site; and prepare alternative concept plans and cost estimates. Place Works also prepared the environmental documents for project approval —an Initial Study/Mitigated Negative Declaration and a Phase I Environmental Site Assessment. We also prepared a National Environmental Policy Act Environmental Assessment because of the NPS and its discretionary authority. A-70 Location Santa Ana, California Size 1.4 acres Client City of Santa Ana Parks, Recreation, and Community Services Date Completed August 2012 Services Provided IS/MND, Phase I ESA, Recreational Value Analysis/Report, NEPA EA ® PLACEWORKS 144 OC RIVER WALK PASSIVE PARK NOE Implementation of OC River Walk in Anaheim, adjacent to the future ocV!BE The City of Anaheim proposed the development of a small park on an irregularly shaped parcel just southwest of SR-57, north of Orangewood Avenue, west of the Santa Ana River, and east of and adjacent to Angel Stadium. The vision for this park is as a piece of the city's larger vision for OCRiver Wolk, which aims to improve a recreational and aesthetic corridor along the Santa Ana River. This passive park will serve travelers on the Santa Ana River trail system, people walking or driving to the park, and future residents of the Stadium District as it is redeveloped for mixed -use and an urban core called ocV!BE. The amenities include bike/equestrian rest stops, a shaded plaza pavilion, an amphitheater, a children's play area, fitness zones, walking path, and an interactive interpretive area. The City's RFP was for preparation of an initial study/(mitigated) negative declaration, but after a change in the project description, PlaceWorks advised the city that the project would qualify for a Class 4 categorical exemption, "Minor Alterations to Land," and the city agreed. PlaceWorks prepared and filed a notice of exemption with a supplement substantiating that none of the exceptions under CEQA Guidelines Section 15300.2 would apply. Technical background research used in the supplement included a biological resources constraints memo and a cultural and paleontological resources assessment report. Location Orange, California Size 3.4 acres Client City of Anaheim, Parks & Recreation Department Date Completed February 2022 Services Provided Notice of Exemption, Biological and Cultural and Paleontological Resources Studies prepared by Subconsultants ® PLACEWORKS A_71 IS/MNDS FOR TWO IRVINE PARKS Improvements to Oak Creek and Heritage Community Parks s n . •P A, A9 •; •• e i• �•• ••••%o «• Oak Creek Community Park Improvements IS/MND. Proposed plans include accessibility, irrigation, and lighting improvements; flex turf area and sports field reconfigurations; dog park and fitness nodes; new parking lot; circulation improvements for pedestrians and vehicles; and other hardscape and landscape improvements. The project will also expand the park to the adjacent eight acres owned by Southern California Edison (SCE), adding an unlighted flex field and parking lot. The IS and accompanying technical studies evaluated the project's impacts to the environment and surrounding uses, including residential. It also evaluated impacts of development on SCE's property, including ongoing operation of the electrical transmission lines. Mitigation measures ensured that the project would not disrupt operation of SCE's transmission lines or recreation activities at the park, or disturb nearby residential neighborhoods. Heritage Community Park Master Plan Update IS/MND. Proposed plans for the 36-acre park include accessibility, irrigation, and lighting improvements; new play areas and courts; water features and picnic amenities; swimming pool; parking lots and better circulation for pedestrians and vehicles; and a new community center, expanded fine arts center, and library. The city anticipates adoption of this IS/MND before the end of the year. G Location Oak Creek Park, Irvine California Heritage Park, Irvine California Size 12 acres 36.5 acres Client City of Irvine, Department of Parks & Recreation Date Completed Both Nearing Completion Services Provided IS/MND, Air Quality, Energy and GHG Study, Noise Study, Cultural Resources Study (BCR Consulting) IS/MND, Air Quality, Energy and GHG Study, Noise Study, Traffic Study (EPD) A-72 ® PLACEWORKS 4 :A BROOKSIDE GOLF COURSE IMPROVEMENT New Recreational Opportunities in a Historic Setting The Brookside Golf Course is set in the backdrop of the Rose Bowl Stadium and Central Arroyo in Pasadena. The Rose Bowl Operating Company considered various improvements, including reorienting and expanding the heavily used driving range from 20 to 60 hitting bays, with new netting, poles, lighting, and tracking technology. The project also included development of a new miniature golf course for family use, with low-level themed design, educational information, and low- level lighting. It included an 18-hole ADA accessible course with play options for 9 holes. The Brookside Golf Complex is part of the Pasadena Arroyo Park and Recreation District, a historic district with 27 contributing historic features (including the Brookside Golf Course) that is listed on the National Register of Historic Places for its association with the development of Pasadena as a recreational mecca. Because of this historical significance, the Initial Study/MND included a historical study to evaluate impacts to the historic district. Other key Issues included biological impacts and construction impacts. Location Pasadena, California Size 10 acres Client Rose Bowl Operating Company Date Completed December 2021 Services Provided Initial Study/MND, Historic Evaluation ® PLACEWORKS A-73 .44 SANTA ANA GENERAL PLAN UPDATE & EIR including first Environmental Justice Element and Housing Element Update Place Works assisted Santa Ana's in-house effort to update its general plan, whose last comprehensive update was in 1982. We managed multiple aspects of the process, including land use buildout, technical studies, GIs mapping and data management, graphics, and outreach strategies. We also reviewed the city's draft policies for legal compliance, especially with new state laws for climate adaptation and resiliency, environmental justice, and complete streets. The updated general plan now has a strong policy foundation for climate adaptation and resiliency, with direction to integrate them into the city's climate action plan. Addressing complete streets helped the city prepare an active transportation plan, and the updated mobility element provides a framework that integrates designs and networks for walking, biking, cars, trucks, buses, streetcars, and trains. As part of a multiphase community outreach program, PlaceWorks helped craft strategies to meaningfully engage environmental justice communities —such as multilingual fact sheets, presentations, and surveys —and a bilingual video on environmental justice, recognition of past community efforts, and potential future actions. Based on feedback, the city refined the policy framework and implementation plan to address concerns raised by residents and stakeholders. A-74 Location Santa Ana, California Size Population 332,794; 27.52 square miles Client City of Santa Ana, Planning & Building Agency, Planning Division Date Completed July 2022 Services Provided General Plan Update, Community Outreach, Environmental Justice, Housing, Economic Analysis, Land Use Buildout Analysis, Housing, Environmental Impact Report ® PLACEWORKS PLACEWORKS TEAM PROCESS Stakeholder Interviews Charrettes & Workshops Developer Roundtables o — - IIIeOYYLI� - -� F\% % Research & Analyze ^ n Collaborate Original Data Files ED PLACEWORKS PEOPLE Mobile Outreach - 3/n - Envision Vision The Place Works Team believes in collaboration and community engagement every step of the way —from the assessment of current conditions and needs, to exploration of opportunities for the future, to confirmation of preferred visions, development plans, and implementation strategies and codes. The PlaceWorks Team works through multiple methods to include as many people as possible. Local Stakeholders Websites, Social Media II._ I �NEWS�o i�Ov�onvv ono vaou o Review & Strategize • Plans • Maps/Diagrams* i r • Graphics/Illustrations • Tables/Charts J • Performance Evaluations JEW PROCESS The PlaceWorks Team is effective at completing projects on time and under budget. We establish clear procedures and protocols to ensure that the work and the program address objectives and expected outcomes and coordinates with concurrent client initiatives. PRODUCT The Plan fie. L! Open Houses & Public Hearings o..... -. Environmental Clearance Document The PlaceWorks Team is dedicated to providing clients with reliable and effective products. This means that for deliverable work products we will provide the Client with electronic files for publications. * A* PlaceWorks - Santa Ana Corporate Headquarters 3 MacArthur Place, Suite 1100, Santa Ana CA 92707 714.966.9220 Additional Offices Los Angeles I Ontario I San Luis Obispo I Berkeley I Sacramento placeworks.com PlaceWorks - 2023 Standard Fee Schedule Staff Level Hourly Bill Rate Principal $210—$335 Associate Principal $195—$275 Senior Associate II $170—$260 Senior Associate 1 $160—$215 Associate II $135—$190 Associate 1 $125—$175 Project Planner $105—$165 Planner $90—$145 Graphics Specialist $90—$155 Administrator $145—$200 Clerical/Word Processing/Technical Editor $45—$150 Intern $80—$115 Subconsultants are billed at cost plus 10%. Mileage reimbursement rate is the standard l IRS -approved rate. Possible yearly Increase of 5%on all I rates. 2023_V.1_(0109-23) PLACEWORKS.COM • Orange County 4 Sacramento • Bay Area • Central Coast - Los Angeles • Inland Empire Reyes, Erendida From: City of Santa Ana <certificate-request@ctrax.jdidata.com> Sent: Monday, May 15, 2023 12:51 PM To: pfahy@placeworks.com; Reyes, Erendida; Furjanic, Suzi; Rodriguez, Teresa Subject: Internal Notice of Compliance NOTICE OF COMPLIANCE (C11) STAFF: PRINT THIS PAGE AND INCLUDE WITH AGREEMENT'1'0 -1'11E CLERK OF THE COUNCIL Contractor PlaceWorks, Inc. Name: Project RFP 22-097 Number: Project RFP 22-097 Name: The Certificate of Insurance (COI) submitted indicates that the coverages are in compliance with the insurance requirements. No further action is required at this time. The compliant coverage(s) are: TYPE OF INSURANCE POLICY EXPIRATION COI DATE NUMBER DATE AUTOMOBILE LIABILITY BA1N96406A2243G 07/01/2MJ 06/30/2022 GENERAL LIABILITY PROFESSIONAL LIABILITY WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Thank you, City of Santa Ana Risk Management Division in partnership with CTrax Plus Services Team EPK 140207 EPK 140207 07/01/2023 07/01/2023 06/30/2022 08/15/2022 UB7K7286762243G 07/01/2023 1 06/30/2022 FILE NAME COI PlaceWroks 7.01.23.pdf COI PlaceWroks I 7.01.23.pdf i PLACE WORKS_COI EXP 07.01.23_Partl .pdf COI PlaceWroks 7.01.23.pdf 1 From: City of Santa Ana To: Reyes. Erendida; atavlor(abnuvis.net; CertsDesianPro(a)Assured Partners.com; Furianic. Suzi; Rodriguez. Teresa Subject: Internal Notice of Compliance Date: Wednesday, November 1, 2023 4:55:48 PM ■ NOTICE OF COMPLIANCE CITY "A,AM I1111RI TI'Ill IllPi II11AG➢C AND INCLUDE Ck IT111 1 .1GR➢C➢C kt➢CNT O 111I➢C CLERK t" T11111IE COUNCIL Contractor Nuvis Name: Project A-2023-089-05 Number: Project CONSULTANT AGREEMENT BETWEEN THE CITY OF Name: SANTA ANA AND NUVIS FOR ON -CALL LANDSCAPE ARCHITECTURAL SERVICES The Certificate of Insurance (COI) submitted indicates that the coverages are in compliance with the insurance requirements. No further action is required at this time. The compliant coverage(s) are: TYPE OF INSURANCE POLICY EXPIRATION COI DATE FILE NAME NUMBER DATE City -of -Santa - AUTOMOBILE BA25559471 10/29/2024 10/24/2023 Ana_NUVIS_GHU(5)WP- LIABILITY (10-2_10-24- 2023_863017580.pdf City -of -Santa - GENERAL LIABILITY 68061-1244891 10/29/2024 10/27/2023 Ana _NUVIS_GHU(5)WP- -AIG- 10-27- 2023_1330042601.pdf City -of -Santa - PROFESSIONAL 105712210 10/29/2024 10/24/2023 Ana _NUVIS_GHU(5)WP- LIABILITY (10-2_10-24- 2023_863017580.pdf WORKERS City -of -Santa - COMPENSATION AND UB7J274169 10/29/2024 10/23/2023 Ana_NUVIS_GHWP-(10- EMPLOYERS' 24)_10-23- LIABILITY 2023_1018085484.pdf O �® ACC�Z CERTIFICATE OF LIABILITY INSURANCE DATE IYYYY) �V 07/11/20251/2025 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Marsh Risk & Insurance Services PHONE FAX 17901 Von Karman Avenue, Suite 1100(A/C, No Ext : A/C, No E-MAIL (949) 399-5800; License #0437153 Irvine, CA 92614 ADDRESS: Attn: NewportBeach.CertRequest@marsh.com/F: 212-948-4323 INSURER(S) AFFORDING COVERAGE NAIC # INSURERA: Starr Surplus Lines Insurance Coman 13604 CN115158923-01-01-25-26 INSURED PlaceWorks, Inc INSURER B: Travelers Property Casualty Co. Of America 25674 INSURER C : Falcon Insurance Group 3 MacArthur Place, Suite 1100 Santa Ana, CA 92707 INSURER D INSURER E : INSURER F : COVERAGES CERTIFICATE NUMBER: LOS-002212046-35 REVISION NUMBER: 13 THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR LTR OF INSURANCE ADDLSUBRTYPE INSD WVD POLICY NUMBER POLICY EFF MM/DDIYYYYI POLICY EXP iMMIDDIYYYYI LIMITS A X COMMERCIAL GENERAL LIABILITY y y 1000068067251 07/15/2025 07/01/2026 EACH OCCURRENCE $ 1,000,000 CLAIMS -MADE X� OCCUR RENTEDDAMAGE TO FIR SES(E.."; Ea occrre... $ 50,000 X MED EXP (Any one person) $ 5,000 BI & PD Ded. $5,000 PERSONAL & ADV INJURY $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 POLICY ❑ JECT PRO ❑ LOC PRODUCTS - COMP/OPAGG $ 1,000,N000 Contractors Pollution $ 5,000,000 OTHER: B AUTOMOBILE LIABILITY y y BA-1N96406A-25-43-G 07/01/2025 07/01/2026 COMBINED Ea cidendenINGLELIMIT actS $ 1,000,000 BODILY INJURY (Per person) $ X ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ PROPERTYDAMAGE Per accident $ HIRED NON -OWNED AUTOS ONLY AUTOS ONLY Comp/Coll Deductibles $ 1,000 B UMBRELLALIAB X OCCUR EX-6J328756-25-43 07/01/2025 07/01/2026 EACH OCCURRENCE $ 4,000,000 X AGGREGATE $ 4,000,000 EXCESS LIAB CLAIMS -MADE DED RETENTION $ $ B WORKERS COMPENSATION AND EMPLOYERS' LIABILITY Y / N ANYPROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED? N❑ (Mandatory in NH) NIA UB-7K728676-25-43-G 07/01/2025 07/01/2026 PER OTH- X STATUTE ER E.L. EACH ACCIDENT $ 1,000,000 E.L. DISEASE - EA EMPLOYEE $ 1,000,000 If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ 1,000,000 C Errors & Omissions -Claims Made FRS-H-P-PL-00013383-01 07/15/2025 07/01/2026 Each Claim/Aggregate 5,000,000 Retro Dates: See 2nd Page DESCRIPTION OF OPERATIONS I LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Re: Operations performed by the named insured for the certificate holder City of Santa Ana, its officers, agents, employees, and volunteers are included as additional insured where required by written contract with respect to General and Auto Liability. This insurance is primary and non- contributory over any existing insurance and limited to liability arising out of the operations of the named i nsured and where required by written contract with respect to General Liability. Waiver of subrogation is applicable where required by written contract with respect to General and Auto Liability. CERTIFICATE HOLDER City of Santa Ana Risk Management Division 20 Civic Center Plaza, 4th Floor Santa Ana, CA 92701 CANCELLATION APPROVED By Tu Tran Nguyen at 8:19 am, Aug 18, 2025 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE %Wc Ra & %rx¢cvaavrce $envrceQ @ 1988-2016 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD Policy Number: BA-1N96406A-24-43-G Effective Date: 07/01/2025 COMMERCIAL AUTO THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. BUSINESS AUTO EXTENSION ENDORSEMENT This endorsement modifies insurance provided under the following: BUSINESS AUTO COVERAGE FORM GENERAL DESCRIPTION OF COVERAGE — This endorsement broadens coverage. However, coverage for any injury, damage or medical expenses described in any of the provisions of this endorsement may be excluded or limited by another endorsement to the Coverage Part, and these coverage broadening provisions do not apply to the extent that coverage is excluded or limited by such an endorsement. The following listing is a general cover- age description only. Limitations and exclusions may apply to these coverages. Read all the provisions of this en- dorsement and the rest of your policy carefully to determine rights, duties, and what is and is not covered. A. BROAD FORM NAMED INSURED B. BLANKET ADDITIONAL INSURED C. EMPLOYEE HIRED AUTO D. EMPLOYEES AS INSURED E. SUPPLEMENTARY PAYMENTS — INCREASED LIMITS F. HIRED AUTO — LIMITED WORLDWIDE COV- ERAGE — INDEMNITY BASIS G. WAIVER OF DEDUCTIBLE — GLASS PROVISIONS A. BROAD FORM NAMED INSURED The following is added to Paragraph A.1., Who Is An Insured, of SECTION II — COVERED AUTOS LIABILITY COVERAGE: Any organization you newly acquire or form dur- ing the policy period over which you maintain 50% or more ownership interest and that is not separately insured for Business Auto Coverage. Coverage under this provision is afforded only un- til the 180th day after you acquire or form the or- ganization or the end of the policy period. which- ever is earlier. B. BLANKET ADDITIONAL INSURED The following is added to Paragraph c. in A.1.. Who Is An Insured, of SECTION II — COVERED AUTOS LIABILITY COVERAGE: Any person or organization who is required under a written contract or agreement between you and that person or organization, that is signed and executed by you before the "bodily injury" or "property damage" occurs and that is in effect during the policy period, to be named as an addi- tional insured is an "insured" for Covered Autos Liability Coverage, but only for damages to which H. HIRED AUTO PHYSICAL DAMAGE — LOSS OF USE — INCREASED LIMIT I. PHYSICAL DAMAGE — TRANSPORTATION EXPENSES — INCREASED LIMIT J. PERSONAL PROPERTY K. AIRBAGS L. NOTICE AND KNOWLEDGE OF ACCIDENT OR LOSS M. BLANKET WAIVER OF SUBROGATION N. UNINTENTIONAL ERRORS OR OMISSIONS this insurance applies and only to the extent that person or organization qualifies as an "insured" under the Who Is An Insured provision contained in Section II. C. EMPLOYEE HIRED AUTO 1. The following is added to Paragraph A.1.. Who Is An Insured, of SECTION II — COV- ERED AUTOS LIABILITY COVERAGE: An "employee" of yours is an "insured" while operating an "auto" hired or rented under a contract or agreement in an "employee's" name, with your permission, while performing duties related to the conduct of your busi- ness. 2. The following replaces Paragraph b. in B.5., Other Insurance, of SECTION IV — BUSI- NESS AUTO CONDITIONS: b. For Hired Auto Physical Damage Cover- age, the following are deemed to be cov- ered "autos" you own_ (1) Any covered "auto" you lease, hire, rent or borrow; and (2) Any covered "auto" hired or rented by your "employee" under a contract in an "employee's" name, with your CA T3 53 02 15 © 2015 The Travelers Indemnity Company. All rights reserved. Page 1 of 4 Includes copyrighted material of Insurance Services Office. Inc. with its permission. COMMERCIAL AUTO permission, while performing duties (a) With respect to any claim made or "suit" related to the conduct of your busi- brought outside the United States of ness. America, the territories and possessions However, any "auto" that is leased, hired, of the United States of America, Puerto rented or borrowed with a driver is not a Rico and Canada: covered "auto". (i) You must arrange to defend the "in- D. EMPLOYEES AS INSURED sured" against, and investigate or set- any such claim or "suit" and keep tleThe followingIs added to Paragraph A.1., Who Is 9 P us advised of all proceedings and ac- us An Insured, of SECTION II — COVERED AUTOS tions. LIABILITY COVERAGE: (ii) Neither you nor any other involved Any "employee" of yours is an "insured" while us- "insured" will make any settlement ing a covered "auto" you don't own, hire or borrow without our consent. in your business or your personal affairs. (iii) may, at our discretion, participate E. SUPPLEMENTARY PAYMENTS — INCREASED in defending the "insured" against, or in LIMITS in the settlement of, any claim or 1. The following replaces Paragraph A.2.a.(2), "suit", of SECTION II — COVERED AUTOS LIABIL- (iv) We will reimburse the "insured" for ITY COVERAGE: sums that the "insured" legally must (2) Up to $3,000 for cost of bail bonds (in- pay as damages because of "bodily cluding bonds for related traffic law viola- injury" or "property damage" to which tions) required because of an "accident" this insurance applies, that the "in - we cover. We do not have to furnish sured" pays with our consent, but these bonds. only up to the limit described in Para- 2. The following replaces Paragraph A.2.a.(4), graph C., Limits Of Insurance, of SECTION II — COVERED AUTOS of SECTION II — COVERED AUTOS LIABIL- LIABILITY COVERAGE. ITY COVERAGE: (4) All reasonable expenses incurred by the (v) We will reimburse the "insured" for the reasonable expenses incurred "insured" at our request, including actual with our consent for your investiga- loss of earnings up to $500 a day be- tion of such claims and your defense cause of time off from work. of the "insured" against any such F. HIRED AUTO — LIMITED WORLDWIDE COV- "suit", but only up to and included ERAGE — INDEMNITY BASIS within the limit described in Para - The following replaces Subparagraph (5) in Para- graph C., Limits Of Insurance, of graph B.7., Policy Period, Coverage Territory, SECTION II — COVERED AUTOS of SECTION IV — BUSINESS AUTO CONDI- LIABILITY COVERAGE, and not in addition to such limit. Our duty to TIONS: make such payments ends when we (5) Anywhere in the world, except any country or have used up the applicable limit of jurisdiction while any trade sanction, em- insurance in payments for damages, bargo, or similar regulation imposed by the settlements or defense expenses. United States of America applies to and pro- (b) This insurance is excess over any valid hibits the transaction of business with or and collectible other insurance available within such country or jurisdiction, for Cov- to the "insured" whether primary, excess, ered Autos Liability Coverage for any covered contingent or on any other basis. "auto" that you lease, hire, rent or borrow without a driver for a period of 30 days or less (c) This insurance is not a substitute for re - and that is not an "auto" you lease, hire, rent quired or compulsory insurance in any or borrow from any of your "employees", country outside the united States, its ter - partners (if you are a partnership), members ritories and possessions, Puerto Rico and (if you are a limited liability company) or Canada. members of their households. Page 2 of 4 © 2015 The Travelers Indemnity Company. All rights reserved. CA T3 53 02 15 Includes copyrighted material of Insurance Services Office, Inc. with its permission. You agree to maintain all required or compulsory insurance in any such coun- try up to the minimum limits required by local law. Your failure to comply with compulsory insurance requirements will not invalidate the coverage afforded by this policy, but we will only be liable to the same extent we would have been liable had you complied with the compulsory in- surance requirements. (d) It is understood that we are not an admit- ted or authorized insurer outside the United States of America, its territories and possessions, Puerto Rico and Can- ada. We assume no responsibility for the furnishing of certificates of insurance, or for compliance in any way with the laws of other countries relating to insurance, G. WAIVER OF DEDUCTIBLE — GLASS The following is added to Paragraph D., Deducti- ble, of SECTION III — PHYSICAL DAMAGE COVERAGE: No deductible for a covered "auto" will apply to glass damage if the glass is repaired rather than replaced. H. HIRED AUTO PHYSICAL DAMAGE — LOSS OF USE — INCREASED LIMIT The following replaces the last sentence of Para- graph A.4.b., Loss Of Use Expenses, of SEC- TION III — PHYSICAL DAMAGE COVERAGE: However, the most we will pay for any expenses for loss of use is $65 per day, to a maximum of $750 for any one "accident". I. PHYSICAL DAMAGE — TRANSPORTATION EXPENSES — INCREASED LIMIT The following replaces the first sentence in Para- graph A.4.a., Transportation Expenses, of SECTION III — PHYSICAL DAMAGE COVER- AGE: We will pay up to $50 per clay to a n,axinwm of $1,500 for temporary transportation expense in- curred by you because of the total theft of a cov- ered "auto" of the private passenger type. J. PERSONAL PROPERTY The following is added to Paragraph A.4., Cover- age Extensions, of SECTION III — PHYSICAL DAMAGE COVERAGE: Personal Property We will pay up to 5400 for "loss" to wearing ap- parel and other personal property which is: (1) Owned by an "insured"; and COMMERCIAL AUTO (2) In or on your covered "auto". This coverage applies only in the event of a total theft of your covered "auto". No deductibles apply to this Personal Property coverage. K. AIRBAGS The following is added to Paragraph B.3., Exclu- sions, of SECTION III — PHYSICAL DAMAGE COVERAGE: Exclusion 3.a. does not apply to "loss" to one or more airbags in a covered "auto" you own that in- flate due to a cause other than a cause of "loss" set forth in Paragraphs A.1.b. and A.1.c., but only: a. If that "auto" is a covered "auto" for Compre- hensive Coverage under this policy; b. The airbags are not covered under any war- ranty; and c. The airbags were not intentionally inflated. We will pay up to a maximum of $1,000 for any one "loss". L. NOTICE AND KNOWLEDGE OF ACCIDENT OR LOSS The following is added to Paragraph A.2.a., of SECTION IV — BUSINESS AUTO CONDITIONS: Your duty to give us or our authorized representa- tive prompt notice of the "accident" or "loss" ap- plies only when the "accident" or "loss" is known to: (a) You (if you are an individual); (b) A partner (if you are a partnership): (c) A member (if you are a limited liability com- pany); (d) An executive officer, director or insurance manager (if you are a corporation or other or- ganization); or (e) Any "employee" authorized by you to give no- tice of the "accident" or "loss". M. BLANKET WAIVER OF SUBROGATION The following replaces Paragraph A.S.. Transfer Of Rights Of Recovery Against Others To Us, of SECTION IV — BUSINESS AUTO CONDI- TIONS: S. Transfer Of Rights Of Recovery Against Others To Us We waive any right of recovery' we may have against any person or organization to the ex- tent required of you by a written contract signed and executed prior to any "accident" or "loss", provided that the "accident' or 'loss" arises out of operations contemplated by CA T3 53 02 15 © 2015 The Travelers Indemnity Company. All rights reserved. Page 3 of 4 Includes copyrighted material of Insurance Services Office, Inc. with its permission. COMMERCIAL AUTO such contract. The waiver applies only to the person or organization designated in such contract. N. UNINTENTIONAL ERRORS OR OMISSIONS The following is added to Paragraph B.2., Con- cealment, Misrepresentation, Or Fraud, of SECTION IV — BUSINESS AUTO CONDITIONS: The unintentional omission of, or unintentional error in, any information given by you shall not prejudice your rights under this insurance. How- ever this provision does not affect our right to col- lect additional premium or exercise our right of cancellation or non -renewal. Page 4 of 4 © 2015 The Travelers Indemnity Compa ny. All rights reserved . CA T3 53 02 15 Includes copyrighted material of Insurance Services Office, Inc. with its permission. COMMERCIAL GENERAL LIABILITY SSGL-0288 02 24 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED, PRIMARY AND NONCONTRIBUTORY AND WAIVER OF SUBROGATION AMENDATORY ENDORSEMENT Policy Number: 1000068067251 Effective Date: 07/15/2025 at 12:01 A.M. Named Insured: Placeworks, Inc. This endorsement modifies the insurance coverage form(s) listed below that have been purchased by you and evidenced as such on the Declarations page. Please read the endorsement and respective policy(ies) carefully. COMMERCIAL GENERAL LIABILITY COVERAGE FORM SCHEDULE Name Of Person(s) Or Organization(s): Where Required By Written Contract It is hereby agreed as follows: 1. SECTION II - WHO IS AN INSURED is amended to include the following: a. Any person(s) or organization(s) that you are required to include as an additional insured under this policy by written contract or written agreement or that is listed in the SCHEDULE above is an additional insured under this policy. Such additional insured status applies only with respect to liability arising out of "your work" for or on behalf of that person(s) or organization(s) pursuant to such written contract or written agreement. However, the insurance afforded to such additional insured(s): (1) only applies to the extent permitted by law; and (2) will not be broader than that which you are required by the written contract or written agreement to provide for such additional insured(s). b. With respect to the insurance afforded to the additional insured(s), SECTION III — LIMITS OF INSURANCE is amended to include the following: The most we will pay on behalf of the additional insured(s) is the amount of insurance: (1) Required by the contract or agreement; or (2) Available under the applicable limits of insurance; whichever is less. This endorsement shall not increase the applicable limits of insurance. 2. SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS, 4. Other Insurance is amended to SSGL-0288 02 24 Copyright © Starr Surplus Lines Insurance Company. All rights reserved. Page 1 of 2 Includes copyrighted material of Insurance Services Office, Inc., with its permission include the following, which supersedes any provision to the contrary: Primary And Noncontributory Insurance This insurance is primary to, and will not seek contribution from, any other insurance available to an additional insured under your policy provided that: a. The additional insured is a Named Insured under such other insurance; and b. You have agreed in writing in a contract or agreement that this insurance would be primary and would not seek contribution from any other insurance available to the additional insured. SECTION IV — COMMERCIAL GENERAL LIABILITY CONDITIONS, 8. Transfer Of Rights Of Recovery Against Others To Us is amended to include the following: We waive any right of recovery against any person or organization, because of any payment we make under this policy, to whom the insured has waived its right of recovery in a written contract or agreement. Such waiver by us applies only to the extent that the insured has waived its right of recovery against such person or organization prior to loss. All other terms and conditions of the policy remain unchanged. SSGL-0288 02 24 Copyright © Starr Surplus Lines Insurance Company. All rights reserved. Page 2 of 2 Includes copyrighted material of Insurance Services Office, Inc., with its permission. ENERGY & ENVIRONMENTAL LIABILITY SSEE-0237 02 24 THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED, PRIMARY AND NONCONTRIBUTORY AND WAIVER OF SUBROGATION AMENDATORY ENDORSEMENT Policy Number: FRS-H-P-PL-00013383-01 Effective Date: 07/15/2025 at 12:01 A.M. Named Insured: Placeworks, Inc. This endorsement modifies the insurance coverage form(s) listed below that have been purchased by you and evidenced as such on the Declarations page. Please read the endorsement and respective policy(ies) carefully. CONTRACTORS' POLLUTION LIABILITY COVERAGE FORM PROFESSIONAL LIABILITY COVERAGE FORM SITE POLLUTION LIABILITY COVERAGE FORM SCHEDULE Where Required By Written Contract It is hereby agreed as follows: 1. SECTION II -WHO IS AN INSURED is amended to include the following: a. Any person(s) or organization(s) that you are required to include as an additional insured under this policy by written contract or written agreement or that is listed in the SCHEDULE above is an additional insured under this policy. Such additional insured status applies only with respect to liability arising out of "your work" for or on behalf of that person(s) or organization(s) pursuant to such written contract or written agreement. However, the insurance afforded to such additional insured(s): (1) only applies to the extent permitted by law; and (2) will not be broader than that which you are required by the written contract or written agreement to provide for such additional insured(s). b. With respect to the insurance afforded to the additional insured(s), SECTION III — LIMITS OF INSURANCE is amended to include the following: The most we will pay on behalf of the additional insured(s) is the amount of insurance: (1) Required by the contract or agreement; or (2) Available under the applicable limits of insurance; whichever is less. This endorsement shall not increase the applicable limits of insurance. SSEE-0237 02 24 Page 1 of 2 Copyright © Starr Surplus Lines Insurance Company. All rights reserved. Includes copyrighted material of Insurance Services Office, Inc., used with its permission_ 2. SECTION IV — CONDITIONS, 4. Other Insurance is amended to include the following, which supersedes any provision to the contrary: Primary And Noncontributory Insurance This insurance is primary to, and will not seek contribution from, any other insurance available to an additional insured under your policy provided that: a. The additional insured is a Named Insured under such other insurance; and b. You have agreed in writing in a contract or agreement that this insurance would be primary and would not seek contribution from any other insurance available to the additional insured. 3. SECTION IV — CONDITIONS, 7. Transfer Of Rights Of Recovery Against Others To Us is amended to include the following: We waive any right of recovery against any person or organization, because of any payment we make under this policy, to whom the insured has waived its right of recovery in a written contract or agreement. Such waiver by us applies only to the extent that the insured has waived its right of recovery against such person or organization prior to loss. All other terms and conditions of the policy remain unchanged. SSEE-0237 02 24 Page 2 of 2 Copyright © Starr Surplus Lines Insurance Company. All rights reserved. Includes copyrighted material of Insurance Services Office, Inc., used with its permission. TRAVELERS, WORKERS COMPENSATION AND ONE TOWER SQUARE EMPLOYERS LIABILITY POLICY HARTFORD CT 06183 ENDORSEMENT WC 00 03 13 (00) - 003 POLICY NUMBER: UB-7K728676-25-43-G WAIVER OF OUR RIGHT TO RECOVER FROM OTHERS ENDORSEMENT We have the right to recover our payments from anyone liable for an injury covered by this policy. We will not enforce our right against the person or organization named in the Schedule. (This agreement applies only to the extent that you perform work under a written contract that requires you to obtain this agreement from us.) This agreement shall not operate directly or indirectly to benefit any one not named in the Schedule. SCHEDULE DESIGNATED PERSON: DESIGNATED ORGANIZATION: ANY PERSON OR ORGANIZATION FOR WHICH THE INSURED HAS AGREED BY WRITTEN CONTRACT EXECUTED PRIOR TO LOSS TO FURNISH THIS WAIVER. DATE OF ISSUE: 07-14-25 STASSIGN: PAGE 1 OF