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HomeMy WebLinkAboutARDURRA GROUP, INC. (6) A-2023-194-08A MAYOR CITY MANAGER Valerie Amezcua �' Alvaro Nuliez MAYOR PRO TEM 7 CITY ATTORNEY Benjamin Vazquez Sonia R.Carvalho CO'UNCILMEMBERS g CITY CLERK Phil Bacerra Jennifer L.Hall Johnathan Ryan Hernandez Jessie Lopez David Penaloza Thai Viet Phan CITY OF SANTA ANA PLANNING AND BUILDING AGENCY 20 Civic Center Plaza a P.O.Box 1988 Santa Ana,California 92702 www.santa-ana.org March 25,2025 'Fw,cv v,11<41-e,1(kF durra Group, Inc. 737 Birch Street, Suite 250 Newport Beach, CA 92660 Re: California Environmental Quality Act (CEQA) Peer Review Services for MCL Holdings, Inc.lMeritage Homes Application for 2020 E, l st Street, Santa Ana Pursuant to Section 1 ("Scope of Services") of Agreement No. A-2023-194-08 entered into by Ardurra Group, Inc. ("Consultant")and the City of Santa Ana,dated November 7,2023, Consultant hereby accepts this Letter Agreement for an assignment for on-call environmental and planning services for the project listed above. Consultant shall complete environmental and planning services by March 31, 2025 per the proposal dated November 7, 2024 (attached as Exhibit A to this Letter Agreement). City shall recognize and compensate Consultant for any services provided from December 4, 2024 to the effective date of this Letter Agreement. Compensation is subject to Section 2 of the Agreement and the total compensation for this assignnent shall not exceed $26,015. All other terms and conditions of said Agreement remain unchanged and in full force and effect. If you have any questions regarding this project,please contact Pedro Gomez in the Planning and Building Agency at(714) 667-2790 or PGomez@santa-ana.org. Sincerely, Ctydhli Tmaza Group Leader on Behalf of i Pezeshkpour Adurra Group,Inc. Acting Executive Director Carmen Kasner, PE Planning&Building Agency Southwest Operations Director APPROVED AS TO FORM: Sonia R. Carvalho City Attorney Melissa M. Crosthwaite Senior Assistant City Attorney SANTA ANA CITY COUNCIL Valerie Amezcua Benjamin Vazquez Thai Viet Phan Jessie Lopez Phil eacerra Johnathan Ryan Hernandez t]avid Penaloza Mayor Mayor Pro Tem-Ward 2 Ward 1 Ward 3 Ward 4 ward 5 Ward 6 vemezcua�Santa-ana.om hvazpuez, sania-sna.oru tohan0santa-ana.ono lesslelene2((I�SaOta-ana oro pbaCerra(a75an4a-ana.ora irvanhernantlezr�santa-ana_on4 doenaloza(oGlSanla-ana,om EXHIBIT A to Side Letter A-2023-194-08 ARDURRA November 7, 2024 Heidi Jacinto, Assistant Planner II City of Santa Ana Community Development Agency 20 Civic Center Plaza Santa Ana, CA 92701 SUBJECT: PROPOSAL FOR CEQA PEER REVIEW SERVICES - MCL HOLDINGS, INC./ MERITAGE HOMES APPLICATION FOR 2020 E. 1 s' STREET, SANTA ANA Dear Ms.Jacinto: Thank you for this opportunity to provide a proposal to the City of Santa Ana (City) for California Environmental Quality Act(CEQA) peer review.Ardurra's environmental team is available and ready to support City staff with peer review of the proposed Meritage Homes project materials that have been submitted as supporting information to discretionary applications for redevelopment of 2020 E. I'Street. Ardurra will verify approach, methodology, and conclusions of the applicant's technical studies, pursuant to CEQA Statute and Guidelines and industry standards for each type of technical analysis. Our peer review wilt also verify overall consistency of the proposed project with findings and environmental determinations from previous environmental certifications on the Metro East Mix-use (MEMU) Overlay District EIR and subsequent MEMU Expansion SEIR. PROJECT UNDERSTANDING The project is located within the boundaries of the MEMU Overlay Zone on Assessor's Parcel Number 402- 191-03. This project site consists of 3.72 acres of land that is currently developed with a five-story office building and surface parking lot. The City of Santa Ana Planning Department has received applications for discretionary review of a site plan for mixed-use development and a density bonus for project eligibility on concessions/incentives and/or waivers. Plans submitted with the application show demolition of the existing building and parking and the construction of eighty-six (86) multi-family dwelling units, including six (6) live/work duplex units, 194 parking spaces,and site landscaping. The City's approved MEMU zoning overlay at the project site is intended to result in future development of mixed-use residential land use patterns with amenities promoting an active commercial and residential community, expansion of the economic base that maximizes property sales and sales tax revenue, jobs/housing balance, and a range of available housing options within Santa Ana. The City needs third-party peer review of the applicant's technical studies to verify and inform staff and decision makers an the completeness of the studies, to verify that each analysis is compliant with CEQA, and to verify project conformance with previous CEQA certifications on the MEMU Overlay(SCH#200603 1 04 1) and the Draft Subsequent EIR for the MEMU Overlay Expansion. 3737 Birch Street Suite 250 1 Newport Beach,CA 92660 1 949.235.3094 1 www.ardurro.com Ms.Heidi Jacinto,Assistant Planner 11 City of Santa Ana 11/07/2024 Page 2 of 5 Ardurra is submitting this proposal to provide peer review of the applicant's materials. This proposal includes a description of the scope of work, schedule/timeline of reviews, assigned staff and qualifications, fees, attendance and availability for in-person or virtual meetings as requested in the City's Request for Proposal. Our proposed scope of work is described in the following section. Ardurra's scope of work is only for peer review and excludes additional analysis and processing. Ardurra's proposed scope of work will be managed by Ms. Lori Trottier, AICP CEP from Ardurra's Newport Beach office, located 4 miles (14 minutes) from City Hall. Throughout the duration of the contract, Ms. Troffier will be available by telephone, in-person meetings, or virtual meetings. SCOPE OF WORK TASK 1: NOTICE TO PROCEED AND KICK-OFF Upon completion of contract documents and issuance of notice to proceed from the City, Ardurra will prepare for and attend a kick-off meeting. This task includes either in-person or virtual meeting attendance and preparation of a meeting agenda and updated schedule for use at the meeting as well as and meeting minutes following the meeting. The meeting minutes will be disseminated to all attendees for review and comment. Ardurra anticipates receiving and addressing one (1) round of comments and edits. TASK 2: REVIEW OF TECHNICAL STUDIES AND CEQA CONSISTENCY MEMO Upon our receipt of the applicant's technical studies and CEQA Consistency Memo, Ardurra and our subconsultants will begin peer review. Peer review will look at assumptions for analysis, and report conclusions regarding project consistency with applicable City ordinances, previous analysis, and CEQA Statute and Guidelines. Ardurro's environmental team will verify the accuracy and conclusions of the applicants reports on traffic, air quality/GHG, health risk, noise, and CEQA Consistency Memo as follows: o Verify project description, assumptions and data for consistency with application materials. o Verify adequate description of existing conditions. o Verify consistency between baseline conditions of the previous analysis and existing conditions. o Review project consistency with the Metro East Mixed-Use Overlay District Expansion and Elan Development Projects Subsequent EIR (June 2018) ["MEMU SEIR"] and determine if additional analysis or mitigation measures are necessary for compliance with CEQA. o Verify the adequacy of analysis methodology, assumptions, approach, modeling, recommended mitigation, and level of significant impacts for consistency with CEQA. TASK 3: SUMMARY MEMORANDUM OF FINDINGS Ardurra will prepare a technical memorandum for City use that summarizes the peer review findings from Task 2 for each technical study and the CEQA Consistency Memo. Ardurra's environmental team will review a second submittal and prepare a letter to confirm any comments noted in the initial peer review are adequately addressed. Separate stand-alone memos will be attached as an appendix for each technical study. 3737 Birch Street Suite 250 1 Newport Beach, CA 92660 1 949.235.3094 1 www.ardurro.corn Ms.Heidi Jacinto,Assistant Planner II City of Santa Ana 11/07/2024 Page 3 of 5 TASK 4: MEETINGS Ardurra's fee includes two (2) additional pro'ect meetings with the City and applicant to discuss peer review findings, Meetings will be billed on a time and materials basis. Ardurra is available to meet in person or virtually at the City's request, In-person meetings with subconsultants are excluded from the fee and can be added to the scope and fee if requested by the City and applicant. TASK 5: PROJECT MANAGEMENT, COORDINATION, QA/QC Ardurra's fee includes up to 4 hours for contract administration, coordination via telephone and emails with the City, and Quality Assurance/Quality Control on deliverables. Time spent under this task will be billed on a time and materials basis. SCHEDULE (TIMELINE OF REVIEWS) Initial technical reviews described in Tasks 2 and 3 above will be completed within fifteen (15) business days of notice to proceed. Second reviews will be completed within ten (10) business days from the date of receipt of the submittal. Upon completion of these reviews a memo of findings will be submitted to the City in PDF format via email. ASSIGNED STAFF, AVAILABILITY, AND QUALIFICATIONS Ardurra offers a knowledgeable, thorough and unbiased interdisciplinary approach to environmental services. We support our clients with a multidisciplinary team of experienced technical experts. Our technical staff is supported by skilled administrative staff and senior management who provide contract administration via Ardurra's established procedures for time management, billing, and senior review for quality assurance/quality control. Ardurra's environmental team has delivered environmental services successfully to numerous clients throughout southern California. We will quickly focus on key issues and will efficiently provide the City with a thorough administrative record for decision snaking. We will facilitate project reviews that are focused so that informed decisions can be made quickly. Our staff qualifications and availability are shown below. Lori Trottier, AICP CEP I Environmental Lead/Project Manager 175 Percent Availablity The project will be managed by Ms. Lori Trottier, AICP CEP. Ms. Trottier has over 34 years of experience in CEQA compliance. She is an expert in CEQA and is experienced with mixed-use development. She will take personal responsibility for working with the City in establishing and maintaining the schedule and for objective review of the applicant's materials in meeting requirements of CEQA, industry standards, and the City's Municipal Code. She will verify Ardurra's quality assurance/quality control program (QA/QC) is applied to every deliverable prior to release to the City. It will be her objective to maintain quality work products through Ardurra's QA/QC process. 3737 Birch Street Suite 250 I Newport Beach, CA 92660 1 949.235.3094 1 w-ww.rr&2,ro.ca n Ms.Heidi Jacinto,Assistant Planner II City of Santa Ana 11/07/2024 Page 4 of 5 Cynthia Peraza, PE I Quality Assurance/Quality Control 150 Percent Availability Ms. Peraza brings over 28 years of experience in public works engineering and project management. Ms. Peraza has completed many improvement projects for various agencies throughout Southern California. She is familiar with the approval and permitting procedures of federal, state, county, and local jurisdictions. Ms. Peraza will be responsible for QA/QC reviews. Giancarlo Ganddini, PE, PTP [ Ganddini Group, Inc. 150 Percent Availability Prior to founding Ganddini Group, Mr. Ganddini developed his technical expertise and project management skills at notable local and international engineering services firms where he performed and directed work on numerous projects involving transportation analysis for both public and private sector developments throughout California. Ganddini Group, Inc., (Ganddini) specializes in traffic, air quality and noise has serviced over 300 projects since its founding in 2018 — a testament to the strong working relationships their staff has developed over previous years with a range of clients. Ganddini's traffic, noise, and air quality team consists of highly educated engineers and environmental analysts with a successful history of preparing a comprehensive range of technical analyses, including traffic impact assessments, vehicle miles traveled analysis, acoustical modeling, regulatory review and impact assessment, emissions inventories, greenhouse gas/climate change analysis, air dispersion modeling, health risk assessment, and energy consumption. Roma Stromberg, MS + Ganddini Group, Inc. 150 Percent Availability Roma Stromberg is a Senior Associate/Environmental Analyst at Ganddini Group, Inc. She has been actively involved in the planning, development, and environmental review industry for over 25 years. Her technical expertise is focused on all aspects of noise and vibration analysis, including noise measurements, acoustical modeling, regulatory review and impact assessment, and the development of mitigation measures. She is highly proficient in various noise modeling software programs, including Sound32, TNM, SounclPLAN, and RCNM. Katie Wilson, MS I Ganddini Group, Inc. 150 Percent Availability Katie Wilson is a Senior Associate/Environmental Analyst at Ganddini Group, Inc. She brings over 17 years of professional experience in environmental sciences. Her professional background has focused on preparation of air quality/greenhouse gas and related studies for environmental documentation, including comprehensive studies for residential, commercial, and industrial developments as well as public sector projects throughout California. Katie also instructs a chemistry laboratory at California State University San Bernardino. She is an active member and former board member of the Association of Environmental Professionals (AEP) Inland Empire Chapter. FEE Not to exceed fees to complete peer review for the Scope of Work and Tasks through 5 above are broken down in the following Table 1 and are based on 41 hours of Ardurra staff time: 3737 Birch Street Suite 250 1 Newport Beach, CA 92660 l 949.235.3094 1 www.ardu;ra.com Ms.Heidi Jacinto,Assistant Planner II City of Santa Ana 11/07/2024 Page 5 of 5 TABLE 1: NOT TO EXCEED FEES FOR MERITAGE HOMES PEER REVIEW Subconsultan Total Unit Extended Services* Direct Task Item Description Flours Cost Cost Direct Costs Costs Total Fe 1 Notice to Proceed and Kick-off 3 $265 $795 Meeting, Minutes and Agenda 2 Review of Technical Studies and CEQA Consistency Memo CEQA Consistency 16 $265 $4,240 Traffic Impact Analysis Review 2 $265 $530 $4,620 Air/GHG Impact Analysis Review 2 $265 $530 $4,180 Noise Analysis Review 2 $265 $530 $3,850 Health Risk Assessment Review 2 $265 $530 $2 090 3 Summary Memorandum of Findings 4 $265 $1,060 and Letter on Second Review 4 Additional Meetings 4 $265 $1,060 5 Project Management,Coordination 4 $265 $1,060 QA/QC 2 $320 $640 Travel and Parking Sub Total Ardurra Labor 41 $10,975 Sub Total Sub Consultant Fees $14,740 Direct Costs(Travel and Parking) $300 Total $26,015 *Total includes 10% mark up on Sub Consultant Services and Direct Costs Thank you for your time spent reviewing this proposal. I am excited about the opportunity to provide peer review to the City of Santa Ana. I look forward to working with you. Please call me at 949- 235- 3094 or email me at Itrottier@ardurro.com if you have any questions. Sincerely, Lori E Trottier, AICP CEP Environmental Lead Attachments: Team Resumes and Sub Consultant Proposals 3737 Birch Street Suite 250 1 Newport Beach,CA 92660 I 949.235.3094 1 www.ardurro.com SUBCONSULTANT PROPOSALS ARDURRA transportation * noise ■ airquality I GANDDINI GROUP October 28, 2024 Ms. Lori Trottier, Environmental Lead ARDURRA GROUP, INC. 3737 Birch Street, Suite 250 Newport Beach, California 92660 RE: Consulting Services Proposal for the Meritage Homes(2020 E. First Street) Project Proposal No. p20453 Dear Ms.Trottier: Ganddini Group, Inc. is pleased to submit this proposal to provide consulting services for the Meritage Homes (2020 E, First Street) project in the City of Santa Ana.This proposal contains a scope of services and budget based on the information provided by ARDURRA GROUP, INC. (Client) and our understanding of the requirements for the project. PROJECT UNDERSTANDING The 3.72-acre project site is located at 2020 East First Street (east of the Zoo Lane and First Street intersection) in the City of Santa Ana, California. The project site is currently developed with a five-story, 118,109 square-foot office building and surface parking. The proposed project involves demoing the existing office building and constructing eighty-six (86) multi- family dwelling units, including six(6) live/work duplex units, (194) parking spaces, and site landscaping. The project site is located within the Metro East Mixed-Use Overlay District. It is understood that the project will be subject to the measures outlined in the 2018 MMRP for the Metro East Mixed-Use Overlay District Expansion and Elan Development Projects. SCOPE OF SERVICES Task 1 Traffic Impact Analysis Peer Review Ganddini Group shall perform a peer review of the Traffic Impact Analysis report consisting of the following tasks: ■ Review of the project description, project assumptions and project data to ensure that the analysis is based on a project that is substantially consistent with that presented to City of Santa Ana for review. • Review project consistency with the Metro East Mixed-Use Overlay District Expansion and Elan Development Projects Subsequent EIR(June 2018)["MEMU SEIR"]and determine if additional analysis or mitigation measures are necessary. Based on preliminary review,the proposed project appears to be consistent with land use assumptions in the MEMU EIR and consists of fewer than 100 dwelling units that would require a project specific traffic impact study as required in Mitigation Measure MM-TRA-1 555 Parkcenter Drive,Suite 225,Santa Ana,California 92705 (714)795-3100 1 ganddini.com Ms. Lori Trottier, Environmental Lead ARDURRA GROUP, INC. October 28, 2024 (see MM-OZ 4.12-4),Accordingly,this scope of work does not include detailed peer review of Level of Service analysis. ■ Review adequacy of the vehicle miles traveled(VMT)assessment for compliance with CEQA.This scope of work assumes the project's VMT assessment will tier from the previously certified MEMU SEIR. ■ Prepare a technical memorandum that documents the peer review findings and comments. If necessary, review a second submittal and prepare a second letter to confirm any comments noted in the initial peer review are adequately addressed. Task 2 Noise Study Peer Review Ganddini Group shall perform a peer review of the Noise Study report for the proposed project consisting of the following tasks: ■ Verify that the noise study provides an adequate description of the existing conditions. ■ Review the modeling, the analysis and any mitigation recommended related to potential noise and vibration impacts to adjacent land uses as a result of project construction. ■ Review the modeling, the analysis and any mitigation recommended for potential noise impacts to off- site receptors due to project generated vehicle traffic. ■ Review the modeling, the analysis and any mitigation recommended for potential transportation noise impacts to the proposed project. ■ Review the modeling,the analysis and any mitigation recommended for potential noise impacts to off- site receptors due to project operation, ■ Prepare a technical memorandum that documents the peer review findings and comments. If necessary, review a second submittal and prepare a second letter to confirm any comments noted in the initial peer review are adequately addressed. Task 3 Air Quality, Greenhouse Gas,and Health Risk Assessment Peer Review Ganddini Group shall perform a peer review of the Air Quality, Greenhouse Gas, and Health Risk Assessment (HRA) reports)for the proposed project consisting of the following tasks: Air Quality Impact Analysis Technical Study Review ■ Review of air quality analysis technical study methodology, approach and assumptions to ensure that the technical analyses are adequate and accurate for use in the CEQA document, meet the requirements of the SCAQMD and are in accordance with CEQA. Review of the project description, project assumptions and project data to ensure that the air quality analysis is based on a project that is substantially consistent with that presented to the City for review and to ensure that all potential impacts are identified and addressed. n�j gii Consulting Services Proposal for Meritage Homes(2020 E.First Street) 2 Proposal No.p20453 Ms. Lori Trottier, Environmental Lead ARDURRA GROUP, INC. October 28, 2024 ■ Review of the project data and site conditions to ensure that the baseline data used in the air quality analysis is essentially unchanged since the time the study was completed and provide confirmation that no change in site conditions is anticipated or updates required. ■ Prepare a technical memorandum that documents the peer review findings and comments. If necessary, review a second submittal and prepare a second letter to confirm any comments noted in the initial peer review are adequately addressed. Greenhouse Gas Emissions Analysis Review ■ Review of greenhouse gas analysis methodology, approach and assumptions to ensure that the technical analyses are adequate for use in the CEQA document, meet the requirements of the SCAQMD, SCAG, CARS, and the City of Santa Ana Climate Action Plan (CAP), and are in accordance with CEQA. ' Review of the project description, project assumptions and project data to ensure that the greenhouse gas analysis is based cn a project that is substantially consistent with that presented to the City for review and to ensure that all potential impacts are identified and addressed. ■ Review of the project data and site conditions to ensure that the baseline data used in the greenhouse gas analysis is essentially unchanged since the time the study was completed and provide confirmation that no change in site conditions is anticipated or updates required. ■ Prepare a technical memorandum that documents the peer review findings and comments. If necessary, review a second submittal and prepare a second letter to confirm any comments noted in the initial peer review are adequately addressed. Health Risk Assessment(HRA)Analysis Review ■ Review of the HRA analysis methodology, approach and assumptions to ensure that the technical analysis is adequate for use in the CEQA document, meet the requirements of the SCAQMD, GARB and OEHHA, and is in accordance with CEQA. ■ Review of the project description, project assumptions and project data to ensure that the HRA is based on a project that is substantially consistent with that presented to the City for review and to ensure that all potential impacts are identified and addressed. ■ Review of the project data and site conditions to ensure that the base#ine data used in the HRA is essentially unchanged since the time the study was completed and provide confirmation that no change in site conditions is anticipated or updates required. ■ Prepare a technical memorandum that documents the peer review findings and comments. If necessary, review a second submittal and prepare a second letter to confirm any comments noted in the initial peer review are adequately addressed. g7ldjil' Consulting Services Proposal For Heritage Homes(2020 E.First Street) 3 Proposal No.p20453 Ms. Lori Trottier, Environmental Lead ARDURRA GROUP, INC. October 28, 2024 SCHEDULE&DELIVERABLES Each technical review is estimated to be completed within two (2)weeks from the date of authorization and receipt of the applicable technical report(s)to be reviewed. The peer review memorandums will be delivered to the Client in electronic format(PDF). Ganddini Group is not liable for any delays resulting from circumstances beyond our control,including but not limited to project redesign, changes in public policy, employee illness or departure, equipment malfunction, or inclement weather, which shall extend the time schedule. If such a delay occurs, the Client shall be informed of the revised project schedule. PROFESSIONAL FEE The scope of services outlined herein shall be performed for a not-to-exceed fee of$13,400.00 based on the following breakdown: Task 1 Traffic Impact Analysis Review $ 4,200 Task 2 Noise Analysis Review $ 3,500 Task 3 AQ/GHG Analysis Review $ 3,800 HRA Review $ 1,900 Total $ 13,400 The fee does not include permit/review fees that may or may not be required by approving agencies. Invoices shall be submitted on a percent complete basis. The fee schedule for time-and-materials tasks (if any) is provided in Attachment A. ADDITIONAL SERVICES Additional work items outside the Scope of Services outlined above may or may not be required in support of the project review process. If necessary, a work amendment outlining the additional scope, fee, and revised schedule will be submitted to the Client for authorization prior to commencement of additional work. Additional services that may require a work amendment include, but are not limited to: ■ Additional rounds of review (beyond two rounds included in Scope of Services). ■ Participation in on-going conference calls, in-person meetings, or public hearings. LIABILITY Ganddini Group, Inc.carries both general and professional liability and worker's compensation insurance.The Client agrees to limit Ganddini Group's liability to the Client and to all contractors and subcontractors on the project due to Ganddini Group's negligent acts, errors, or omissions, such that the total aggregate liability of Ganddini Group to all those named shall not exceed the total fee for services rendered on this project. RELATED PROJECT EXPERIENCE Ganddini Group has successfully prepared technical studies for similar projects in the City of Santa Ana and throughout the region. Related project experience includes, but is not limited to: N Cabrillo at First Mixed-Use Residential Traffic, Noise, AQ/GHG/HRA/Energy Impact Analysis, City of Santa Ana �l)ddii Consulting,Services FirstStProposal for 1f^>1 i�/eritage Homes(2020 F.First Street) 4 Proposal No.p20453 Ms. Lori Trottier, Environmental Lead ARDURRA GROUP, INC. October 28, 2024 ■ Bristol Street In-N-Out Expansion Focused Traffic Analysis,City of Santa Ana • Legacy Sunflower Project Noise and AQ/GHG Impact Analyses,City of Santa Ana ■ 1122 Bewley Street Townhomes Trip Generation Analysis, City of Santa Ana ■ 301 & 305 Mountain View Trip Generation, Noise, and AQ/GHG/Energy Technical Memos, City of Santa Ana ■ McFadden Park Traffic Impact Analysis, City of Santa Ana ■ 4th & Mortimer Project Trans Study Peer Review, City of Santa Ana CONCLUSION This letter can serve as a memorandum of agreement between ARDURRA GROUP, INC. (Client) and GANODINI GROUP, INC.(Consultant). If you wish to proceed, please sign the authorization below and return a copy for our records. This proposal is valid for 60 days from the date of this letter. We look forward to serving you on this project. Should you have any questions, please contact me at (714) 795-3100 ext. 101. Respectfully submitted, AUTHORIZATION GANDDINI GROUP, INC. Accepted as outlined above for a not-to-exceed fee of $13,400.00, including general provisions in Attachment A. Signature Giancarlo Ganddini, PE, PTP Principal California Registration TR 2663 Name/Title Date ARDURRA GROUP, INC. Firm/Financially Responsible Party Consulting Services Proposal for Meritage Homes(2020 E.First Street) 5 Proposal No.p20453 ATTACHMENT A FEE SCHEDULE / GENERAL PROVISIONS • transportation . noise ■ air quality I GANDDINI GROUP FEE SCHEDULE CLASSIFICATION HOURLY RATE Principal-................................................................................................................-....$ 190 Director/Associate Principal....................................................................................$ 175 Senior Engineer/Planner...........................................................................................$ 155 Engineer/Planner........................................................................................................$ 120 Junior Engineer/Planner...........................................................................................$ 90 SeniorTechnician.......................................................................................................$ 85 Technician.....................................................................................................................$ 52 Administrative Assistant.................... .......................................,...............................$ 52 Effective Through December 31, 2024. Mileage shall be billed at the IRS standard mileage rate for business travel at the time the expense is incurred. Hourly rates subject to annual increase. GENERAL PROVISIONS OF THE AGREEMENT 1. Hourly rates apply to work time as well as travel and waiting time associated with meetings and public hearings. Meeting attendance after normal business hours(i.e.,outside of Monday through Friday from 8:00 AM to 5:00 PM) may be billed at 125%of the standard hourly rate. 2. Invoices are due upon receipt and will be submitted monthly for work in progress based on percentage complete and/or upon completion of work. Invoices will be submitted electronically to the e-mail address(es)on record unless otherwise instructed and may be paid by check or ACH transfer.Any invoice unpaid after 30 days shall be subject to a service charge of the maximum interest rate allowed by law. 3. This agreement assumes the scope of services will be completed within six(6)months from the date of authorization to proceed.After six(6)months,Ganddini Group reserves the right to request an amendment for inflationary costs, and/or terminate the agreement and invoice all costs incurred, including but not limited to hours worked and other direct costs. 4. Client agrees that the balance in a billing statement is correct and binding unless the Client notifies Ganddini Group, Inc. in writing within fifteen days of the date of billing of the alleged incorrect item. 5. All documents and electronic files prepared by Ganddini Group, Inc, are Instruments of Service for use solely with respect to this project. Ganddini Group, Inc, shall be deemed author and owner of the Instruments of Service and shall retain all common law,statutory,and other reserved rights.Any unauthorized use of the Instruments of Service shall be at the Client's sole risk and without liability to Ganddini Group, Inc. 6. Ganddini Group, Inc, will provide services in an objective, professional manner, and may not arrive at the findings desired by the Client.Ganddini Group,Inc.will provide its services using the level of care and skill ordinarily exercised by reputable members of its profession practicing contemporaneously under similar conditions in the locality of the project. No other warranty,expressed or implied,is made or intended. 7. The services rendered under this proposal may be terminated,with or without cause, by either party at any time by written notice. Upon termination, Ganddini Group will stop all work associated with this agreement and prepare an invoice for any unbilled work completed prior to the stop work notice. 8. Any controversy or claim arising out of or relating to this agreement, or the breach thereof, shall be settled by arbitration in accordance with the rules of the American Arbitration Association, and judgment upon the award rendered by the arbitration may be entered in any court having jurisdiction thereof. 9. Where Ganddini Group,Inc.initiates arbitration proceedings relating to this agreement,any resultant fees to process arbitration,such as filing fees and attorney fees,shall be borne by the Client. 10, If any term, condition,or provision of this agreement is declared void, unenforceable, or limited in its application or effect,such event shall not affect any other provisions hereof and all other provisions shall remain fully enforceable. 555 Parkcenter Drive,Suite 225,Santa Ana,California 92705 (714)795-3100 1 ganddini.com ARDURRA-01 KSUTTON ,4�oRn CERTIFICATE OF LIABILITY INSURANCE DATE 1213012024 1 Y} 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: Ames&Gough PHONE FAX 8300 Greensboro Drive (AI C.Na,Ext):(703)827-2277 (AIC,No);(703)827-2279 ML Suite 980 A DRESS:admin@amesgough.com McLean,VA 22102 INSURERS AFFORDING COVERAGE NAIC# INSURER A:Charter Oak Fire Insurance Company A++ XV 25615 INSURED INSURERS:Phoenix Insurance Company A++ XV 25623 Ardurra Group,Inc. INSURER C:Travelers Property Casualty Company of America,A++,XV 25674 1000 N.W.57th Court,Suite 800 INSURER D:National Fire&Marine Insurance Company A++X 20079 Miami,FL 33126 INSURER E: INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: 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 POLICILS.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR TYPE OF INSURANCE ADDINSO W DR.VD POLICY NUMBER POLIICY EFF POLICY EXP LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 CLAIMS-MADE OCCUR 630-5X487435 11712025 1/112026 PREMGET(Ea occurrence) $ 1,000,000 X Contractual Liab. MEDEXP JAnV oneperson) $ 15,000 PERSONAL&ADV INJURY $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 X POLICY Fx_1 T LOC PRODUCTS-COMPIOPAGG $ 2,000,000 OTHER: B AUTOMOBILE LIABILITY COa IIINEII,SINGLE LIMIT $ 1,000,000 X ANY AUTO 810-5X558309 1/1/2025 11112026 BODILY INJURY Perperson) $ OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY(Per accident) $ HIRED NON-AWNED PROPFR DAMAGE AUTOS ONLY AUTOS ONLY Per acc,d nt $ $ C X UMBRELLA LIAR I X IOCCUR EACH OCCURRENCE S 15,000,000 EXCESS LIAB CLAIMS-MADE CUP-5X642114 11112025 1/1/2026 AGGREGATE S 15,000,000 DED I X I RETENTION$ 10,000 _ S C WORKERS COMPENSATION X PER OTH- AND EMPLOYERS'LIABILITY YIN STAT TE ER U B-SX489557 1l112025 11112426 E.L.EACH ACCIDENT S OFFICERIPMEMDOER EXCLLUDED ECUTNE NIA 1,040,004 (Mandatory In NH) 1,000,000 E.L.DISEASE-FA EMPLOYE $ If yes,describe under 1,000,000 _ DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ D Professional Liab. 42-EPP-306878-07 111/2025 1/112026 Per ClaimlAggregate 10,000,000 DESCRIPTION OF OPERATIONS 1 LOCATIONS I VEHICLES (ACORD 1G1,Additional Remarks Schedule,may be attached if more space is required) RE:RFP#23-122,On-Cali Environmental Planning Services(CALIFORNIA) Umbrella Liability coverage sits excess over General Liability,Automobile Liability and Employers'Liability coverage. The City of Santa Ana,CA,Its Officers,Employees,Agents,and Representatives are included as additional insured with respect to General Liability, Automobile Liability,and Umbrella Liability when required by written contract.General Liability includes Additional Insured coverage for Completed Operations as required by written contract.General Liability,Automobile Liability,and Umbrella Liability are primary and non-contributory over any existing insurance and limited to liability arising out of the operations of the named insured and when required by written contract.General Liability,Automobile SEE ATTACHED ACORD 101 APPROVED - CERTIFICATE HOLDER CANCELLATION By Cynthia Mora at 3:42 pm,Jan 13,2025 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE City of Santa Ana,CA THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Risk Management Division 20 Civic Center Plaza Santa Ana,CA 92702 AUTHORIZED REPRESENTATIVE ACORD 25(2016/03) O 1988.2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD