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HomeMy WebLinkAboutIBI GROUP 6 - 2012"'IRAQ C,_ Nn`, ON FILE A- 2012 -172 ORK MAY Nt i T'y EA Ko�- CLERK OF ran, D L DATE: -� _� AGREEMENT FOR DEVELOPMENT OF PARKING MANAGEMENT PLAN THIS AGREEMENT, made and entered into this 6`h day of August, 2012 by and between IBI Group, a California general partnership (hereinafter "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 (hereinafter "City "). RECITALS A. The City desires to retain a consultant having special skill and knowledge in the field of parking technology to develop a parking management plan for the Santa Ana Regional Transportation Center. B. Consultant represents that it is able and willing to provide such services to the City. C. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional consulting firm in the field. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. SCOPE OF SERVICES Consultant shall research current conditions, planned uses, customer traffic patterns and other relevant information, to utilize in developing a parking management plan for the Santa Ana Regional Transportation Center ( "SARTC "), which will accommodate all users of the facility and provide compensation for the City to operate and maintain the parking facilities, as described in City's Request for Proposals No 12 -043 — Parking Management Plan at the SARTC, attached hereto as Exhibit A, and in compliance with Consultant's Proposal attached hereto as Exhibit A -1, and incorporated by this reference. 2. REPRESENTATIVES For purposes of implementing this Agreement, the representative of City shall be the Executive Director of the Public Works Agency, or his designated representative, and the representative of the Consultant shall be David Chow or his /her designated representative. Except as may be otherwise stated herein, such representatives shall have the authority to act on behalf of their respective parties in carrying out the terms of this Agreement. 3. DELIVERY OF WORK PRODUCT - OWNERSHIP Consultant warrants and represents that it has the absolute right to enter into and perform this Agreement and will perform its obligations hereunder in accordance with standards and practices prevailing in the industry. Consultant's contribution to the Project, including works to be produced by Consultant hereunder, will not infringe or misappropriate the proprietary or personal rights of any third person or party. Consultant shall deliver to City any work product which results from the services provided. Said work product shall be submitted in hard copy and produced in a form compatible with City's information systems, as agreed between the Project Manager and Consultant. In regard to all material produced as a deliverable under this Agreement, including but not limited to records, papers, drawings, specifications, programs, systems and other materials prepared by Consultant, Consultant agrees, for itself and its affected officers, employees, agents, contractors, and volunteer workers, that (a) such material shall be the property of the City, and may not be copyrighted without prior review by the City, and (b) the authors of all such material, whether copyrighted or not, award to the City, and to its officers, agents and employees acting within the scope of their official duties, as a condition of payment to the Consultant, a royalty -free, nonexclusive, irrevocable license throughout the world for governmental purposes to disclose, publish, translate, reproduce, and use such materials. 4. COMPENSATION a. City agrees to pay, and Consultant agrees to accept as total payment for its services, the fees set forth in Consultant's Proposal and identified in Exhibit B, attached hereto and incorporated by reference. Said payment shall be based on milestones and deliverables as set forth in said Exhibit B. An additional ten percent (10 %) contingency shall be available for unanticipated work required to complete the services required by this Agreement. The total sum to be expended under this Agreement shall not exceed $58,010.00, during the term of this Agreement. b. Payment by City shall be made within thirty (30) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City. c. No additional work of any kind shall be considered an extra unless a separate estimate is given for said work and the estimate is approved by the City in writing before the work is commenced. The consultant will be required to provide detailed information of such extra work. Documentation of agreement compliance may be required on some occasions. Work performed prior to obtaining written approval of the City shall not be included within the Scope of Work and may not be paid. 5. TERM This Agreement shall commence on the date first written above and terminate on June 30, 2013, unless terminated earlier in accordance with Section 14, below. 6. 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. 7. INSURANCE Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below: 2 a. Commercial General Liability Insurance. Consultant shall maintain commercial general liability insurance which shall include, but not be limited to protection against claims arising from bodily and personal injury, including death resulting therefrom and damage to property, resulting from any act or occurrence arising out of Consultant's operations in the performance of this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance shall be not less than the following: single limit coverage applying to bodily and personal injury, including death resulting therefrom, and property damage, in the total amount of $1,000,000 per occurrence. Such insurance shall (a) name the City, its officers, employees, agents, volunteers and representatives as additional insured(s); (b) be primary and not - contributory with respect to insurance or self- insurance programs maintained by the City; and (c) contain standard separation of insureds provisions. b. Business automobile liability insurance, or equivalent form, with a combined single limit of not less than $1,000,000 combined single limit. Such insurance shall include coverage for owned, hired and non -owned automobiles. c. Worker's Compensation Insurance. In accordance with the provisions of Section 3300 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured against liability for worker's compensation or to undertake self- insurance. Prior to commencing the performance of the work under this Agreement, Consultant agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident. d. The following requirements apply to the insurance to be provided by Consultant pursuant to this section: (i) Consultant shall maintain all insurance required above in full force and effect for the entire period covered by this Agreement. (ii) Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved in form by the City Attorney. (iii) Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City. e. If Consultant fails or refuses to produce or maintain the insurance required by this section or fails or refuses to furnish the City with required proof that insurance has been procured and is in force and paid for, the City shall have the right, at the City's election, to forthwith terminate this Agreement. Such termination shall not effect Consultant's right to be paid for its time and materials expended prior to notification of termination. Consultant waives the right to receive compensation and agrees to indemnify the City for any work performed prior to approval of insurance by the City. 8. INDEMNIFICATION Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents, employees, consultants, 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 negligence, recklessness or willful misconduct of the Consultant or its contractors, subcontractors, agents, employees, or other persons acting on their 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 negligence, recklessness or willful misconduct of Consultant 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 asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising from this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding. 9. 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. 10. CONFLICT OF INTEREST CLAUSE Consultant covenants that it presently has no interests and shall not have interests, direct or indirect, which would conflict in any manner with performance of services specified under this Agreement. 11. 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 facsimile or other telegraphic communication in the manner provided in this Section, to the following persons: To City: Clerk of the City Council City of Santa Ana 20 Civic Center Plaza (M -30) P.O. Box 1988 Santa Ana, CA 92702 -1988 Fax 714 - 647 -6956 With courtesy copies to: Public Works Agency- Administrative Services City of Santa Ana 20 Civic Center Plaza (M -76) P.O. Box 1988 Santa Ana, California 92702 Fax 714 -565 -2693 n and City Attorney City of Santa Ana 20 Civic Center Plaza (M -29) P.O. Box 1988 Santa Ana, California 92702 Fax 714- 647 -6515 To Consultant: IBI Group David Chow 18401 Von Karman Avenue, Suite 110 Irvine, California 92612 Email dchow @ibigroup.com 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 facsimile, 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. 12. EXCLUSIVITY AND AMENDMENT This Agreement represents the complete and exclusive statement between the City and Consultant, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreement shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant nor 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 are not embodied herein. 13. ASSIGNMENT Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City's prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City's ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City. 14. 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: 5 a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product 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. However, any use of unfinished work product shall be at City's sole risk. b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement. 15. DISCRIMINATION Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, training, utilization, promotion, termination or other employment related activities. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations. 16. 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. 17. 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. 18. MISCELLANEOUS PROVISIONS a. Each undersigned represents and warrants that its signature hereinbelow 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. Captions and headings in this Agreement, including the title of this Agreement, are for convenience only and are not to be considered in construing this Agreement. c. All Exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement. 2 IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written. FAINI IC IN MARIA D. HUIZAR Clerk of the Council APPROVED AS TO FORM: SONIA R. CARVALHO City Attorney By: , z L La a Sheedy Assistant City Attorney RECOMMENDED FOR APPROVAL: w v RAL GODINEZ, II ►Executive Director — IVVA N VA CITY OF SANTA ANA L--- PAUL M. WALTERS City Manager IBI GROUP DAVID CHOW Director ALISTAIR BAILLIE Operating Director EXHIBIT A PARKING MANAGEMENT PLAN CONSULTING SERVICES SCOPE OF SERVICES A. INTRODUCTION The City of Santa Ana (City) is seeking to develop a parking management plan for the Santa Ana Regional Transportation Center (SARTC) in order to generate revenue for operating costs associated with providing parking facilities. The City desires a parking management plan which will comprehensively address parking for the entire facility and its various types of users and tenants. The parking management plan shall serve the SARTC's current and projected needs over a minimum of five years and be aligned with the facility's following program goals: 1. Maintain a landmark regional transportation center in Orange County that is aligned with Santa Ana's Transit Vision. 2. Ensure a professionally managed facility that is attractive, safe, and responsive to the needs of travelers and the community. 3. Maintain positive relationships with tenants and transit partners and assure high quality services in a cost - effective manner. 4. Support programs and activities that promote sustainability and encourage alternative commuting options. B. PROJECT SITE OVERVIEW The Santa Ana Regional Transportation Center (SARTC) is a focal point of transportation in Orange County. It combines Amtrak, Metrolink, Orange County Transit Authority, intercity and interstate bus transportation, and airport and taxi services all in one location. The SARTC is close to five freeways and only minutes from the Orange County airport, Disneyland, MainPlace Mall, Bowers Museum, the civic center complex, and the Downtown Historical District. Future plans include the SARTC as the centerpiece of the Station District Master Plan. The facility covers 6.75 acres and contains a 47,000 - square -foot terminal, two surface parking lots with a total of 273 vehicle spaces, and a four (4) -story parking structure with 404 vehicle spaces. The terminal building is open from 5:00 AM to midnight daily. The parking structure is open to the public from 4:00 AM to midnight daily. The SARTC terminal building contains approximately 35,000 square feet of rental space, plus a five -story tower that includes small meeting /conference rooms on the 4th and 5th floors. Tenants include Amtrak, Greyhound Lines, Crucero, Transportes Intercaliformas, Tres Estrellas de Oro, County of Orange Social Services, State of California EDD, the City of Santa Ana WORK Center, Cafe Express, and K. Lee Gifts Shop. The overall weekday foot traffic count for the SARTC is estimated at 2,995 a day. Rail Services The SARTC is served weekdays by 22 Amtrak trains (24 trains on Friday) and 33 Metrolink trains, with a mean daily rail passenger count of 1,766. Metrolink service begins at 4:32 AM at the station and the last train departs at 7:21 PM. Peak Metrolink train frequency occurs between the hours of 6:00 AM to 8:30 AM and 4:00 PM to 6:30 PM. Amtrak service begins at 6:53 AM and the last train leaves at 11:06 PM. Amtrak train frequency is consistent throughout the day providing about one train per hour. Weekend service at the Santa Ana station is less frequent and includes 24 Amtrak trains and eight Metrolink trains. Three Metrolink trains are provided during weekend morning hours and five Metrolink trains are provided during weekend evening hours. Amtrak provides weekend service of approximately one train per every half hour between 7:30 AM to 9:00 AM and 10:30 AM to 1:30 PM. At least one Amtrak Pacific Surfliner train is provided every hour from 2:30 PM to 11:30 PM. Bus Services Ten bus bays are located on the west side of the terminal with access and egress off Santiago Street. OCTA bus Local Routes 59 and 83 and Station Link Routes 462, 463, and 464 serve the station. On average, there are 220 weekday OCTA boardings and fewer than 10 weekend boardings at SARTC. Greyhound, Transportes Intercalifornias, and Tres Estrellas de Oro offer long- distance bus service at the station between 5:00 AM and midnight. These three long- distance bus service providers report an average of 700 boardings and alightings per day. Amtrak bus service provides service at the Santa Ana station, in lieu of Amtrak trains, during select off -peak hours. The Amtrak bus service operates between the hours of 12:00 AM to 5:00 AM for the Pacific Surfliner route. Workforce Development Services The Santa Ana WORK Center is located within the SARTC. The WORK Center combines resources from various agencies to provide integrated job and workforce development services, including job search assistance, employee referrals and placement, unemployment insurance filing, and career counseling for adults and youth. As part of the WORK Center, the State of California EDD leases an administrative office on the first floor which averages five client visits per day. The City of Santa Ana and the State EDD lease the two suites on the second floor. The administrative suite averages 14 client visits per day and the referral center suite averages 254 client visits per day. The WORK Center offices on the first and second floors are open from 8:00 AM to 5:00 PM Monday through Thursday and every other Friday. The County of Orange Social Services Agency leases the suite on the third floor and averages 26 client visits per day. The third floor suite is open from 8:00 AM to 5:00 PM, Monday through Friday. Public Safety As a regional transportation hub and public services facility, various local, state, and federal authorities have law enforcement jurisdiction within the facility. The lead authority is the Santa Ana Police Department. The Orange and Los Angeles County Sheriffs, the California Highway Patrol, OCTA Police, Amtrak Police, and the Department of Homeland Security are among the other law enforcement agencies that hold jurisdiction. In partnership with these law enforcement agencies, the SARTC hosts a Regional Transportation Center Public Safety Office within the facility. In addition, the SARTC is designated as a Homeland Security critical infrastructure locale and has contracted private security guard services 24 -hours a day, seven days a week. I C. REQUIRED COMPONENTS AND TASKS The Consultant shall develop a parking management plan which comprehensively addresses the parking needs of the entire facility and its various types of users and tenants. The parking management plan will serve the SARTC's current and projected needs over a minimum of five years while accounting for future plans and projects involving the project site. The City shall provide the Consultant documents, plans, and studies related to the zoning, roadway modification, and other efforts that are underway or planned for the project site and surrounding area. The consultant is responsible for utilizing and incorporating the information provided in the documents for development of the parking management plan. A number of these documents are related to the City's Transit Vision. The Transit Vision aims to serve residents, workers, local businesses, and the transit - dependent, with the dual goals of improving mobility and strengthening connections to surrounding communities and cities. The Transit Vision focuses on development of the Santa Ana- Garden Grove Fixed Guideway (Streetcar) Project, the Santa Ana Boulevard Grade Separation, and the SARTC Master Plan. It is further supported by the Transit Zoning Code and the Station District Plan. In addition, the consultant is expected to utilize and incorporate relevant findings of the 2011 Orange County Transportation Authority (OCTA) Metrolink Station Parking Management Study. Specific components of the proposal and tasks necessary to complete a comprehensive parking management plan will at minimum include, but shall not be limited to: 1. Review of existing relevant documents, plans and studies as outlined above. 2. Understanding of existing conditions, current parking management, demand, and utilization — a substantial amount of this research shall be provided and included in the existing documents the consultant is responsible for reviewing. Consultant shall clearly indicate if additional research or data collection is proposed or recommended. 3. Analysis and recommendation of pricing and rate structure that is responsive to the parking demand and types of facility users (commuters, overnight, short-term, long -term, visitors, employees, etc.) 4. Assessment and recommendation of payment method and technology that best meets facility management's need for accurate parking control, ease of use by patrons, and cost - effectiveness to implement and operate. 5. Evaluation and recommendation for parking control enforcement — whether existing contracted security officers can effectively fulfill this duty or third -party parking management services are recommended. 6. Recommendations for improved user information, signage, and outreach to inform users about parking availability, regulations, and price. 7. Discussion of how proposed parking management plan mitigates potential impacts on surrounding area, especially neighborhood on- street parking. 10 8. Development and provision of a site specific implementation plan on how to best implement the proposed parking management plan, including costs, projected revenues, key steps, and timeframes. Consultant shall complete other tasks deemed necessary to complete a comprehensive parking management plan. Consultant shall be expected to expand on the above -noted components where appropriate, and provide suggestions which might lead to efficiencies and enhance the results or usefulness of the plan. 11 EXHIBIT A -1 CONSULTANT'S PROPOSAL 12 NO. 12 -043 Parking Management Plan at the Santa srRegional Transportation e. • Submitted to City of Santa Ana IBI by IBI Group GROUP June 11, 2012 IBI Group 18401 Von Karman Avenue - Suite 110 IBI Irvine, CA 92612 GROUP Tel 949 833 5588 Fax 949 833 5511 June 11, 2012 Alma Flores City of Santa Ana Public Works Agency 3rd Floor, Ross Annex 20 Civic Center Plaza Santa Ana, CA 92701 Dear Ms. Flores: RFP: Parking Management Plan at the Santa Ana Regional Transportation Center IBI Group is very pleased to present our proposal to the City of Santa Ana to prepare a comprehensive Parking Management Plan for the Santa Ana Regional Transportation Center (SARTC). We recognize that this study provides the City of Santa Ana with an excellent opportunity to advance the goals set forth in the City's Transit Vision and develop an effective Parking Management Plan to implement at SARTC. We understand that the success for this project is dependent not only on a thorough parking analysis and management plan, but one that considers the diverse mix of services and people utilizing the SARTC, and the key role SARTC plays as the transportation hub of Orange County. IBI Group offers the City unparalleled expertise for the planning and implementation of a Parking Management Plan for SARTC. Our project team includes staff with direct involvement on the Metrolink Station Parking Management Plan and the SARTC Master Plan, and we are ready to assist the City of Santa Ana in completing a comprehensive Parking Management Plan at SARTC that is based on sound technical analysis, creative and effective parking management strategies, and innovative planning concepts. As Director of IBI Group, I certify that I am authorized to sign this letter on behalf of the firm and bind IBI Group contractually. We look forward to the opportunity to further discuss our qualifications and approach with your selection committee. Sincerely, IBI Group aw�1002 �� David Chow, P.E., AICP Director 18401 Von Karman Avenue Suite 110 Irvine, CA 92602 Tel. (949) 833 -5588 Fax (949) 833 -5511 ra LWA ; 'A , Mlj ;vo, \-Ill itt Y. "Not 71 ra LWA ; 'A , Mlj ;vo, \-Ill itt w Also SO OUS I NS WO, A OWN& su" 'AH" w IBI Group was founded in 1974 and is a leading international, multi - disciplinary provider of a IBIbroad range of professional services focused on the physical development of cities. IBI's business GROUP is concentrated in four main areas of development: Transportation, Urban Land, Facilities, and Systems. The integration of these disciplines within a single firm allows us to provide comprehensive professional services for a variety of projects, while our project management services ensure quality control and cost efficiency in the implementation of projects. We offer a full range of architecture, engineering, and planning services to the public and private sectors. IBI Group currently employs over 2,700 persons in 80 offices across North America, Europe, Middle East, and Asia. IBI Group is in excellent financial health and no conditions exist that would impede its ability to provide the professional services for this contract. The firm has been growing steadily for the past ten years and is in excellent financial condition. IBI Group is an ISO 9000 certified firm, Certificate Number FS 501660, Management Standard BS EN ISO 9001:2000. IBI provides the City of Santa Ana with a team of professionals that possess a broad range of architecture, engineering and planning capabilities. Our team's primary differentiators include: flt i � h 4 E X I{nov ieage of the City: IBI Group has a long history of working with Santa Ana on a variety of complex transportation projects, with our most recent projects including the Santa Ana Circulation Element Update and the successful completion of the Master Plan for the Santa Ana Regional Transportation Center (SARTC). This diverse experience provides us with an unparalleled understanding of the opportunities and constraints related to parking at SARTC. A Fu:c Service Team: From technical analysis to policy development an IBI Group provides all the skill sets necessary to support Santa Ana in the development of an Parking Management Plan at SARTC. From technical analysis, to policy development, and through project approval and community outreach, IBI Group includes all of the necessary skill sets needed to support Santa Ana in developing a management plan from start to finish. Our team is composed of a seasoned mix of engineers and planners, with experience working together on past similar projects. Relevant Experience: IBI Group recently completed two studies that are of key relevance to this RFP, including the SARTC Master Plan and Metrolink Station Parking Management Plan. Our involvement in these studies provides us with a keen understanding of the station, from existing conditions, to parking utilization, and future goals and policies. ocav ano Available: Since responsiveness is a key component to the success of any project, the IBI Group team is comprised of locally based consulting firms that are readily available to Santa Ana with just a phone call. IBI Group has over 150 professionals in California. The integration of our four disciplines provides a set of professional services for the comprehensive analysis of all aspects of transportation, transit, and urban planning, traffic engineering, traffic modeling, and project management. City of Santa Ana NC 1 2-0 U PaJng Management- Flan at tr ;ai ita tiny ne)ior�aiT Ian sp ),*acan C­ Ater IBI Group 6.1'.12 Metrolink Parking Study Orange County, CA The Orange County Transportation Authority selected IBI Group to lead a comprehensive study examining existing parking supply and conditions at the 11 Metrolink stations in Orange County. The objective of the study was to identify a "toolbox" of candidate strategies that are tailored to the existing and future environment at each station. The project consisted of several components, including the production of five technical memorandums. Key study elements included a literature review of a range of parking management strategies, followed by an analysis of 19 case studies and their applicability, effectiveness, acceptability, and costs. The team reviewed information related to existing parking conditions, land use and parking policies at the 11 Metrolink stations, including existing parking supply, parking demand, ridership, land uses, and future changes to land uses and parking policies. IBI Group also conducted on -board and Santa Ana Regional Transportation C n'L r (SAPTC) Master Par Santa Ana, CA The City of Santa Ana selected IBI Group to lead the Master Planning and Visioning effort for the development of the Santa Ana Regional Transportation Center (SARTC). IBI Group is tasked to look at development of the station site and existing neighborhood connections through three phased development horizons, 2014, 2025 and 2040. IBI is utilizing an integrated process that includes detailed transportation planning, forecasting, constraints analysis, concept station design, funding identification and stakeholder engagement. SARTC is seen as an important piece of a sustainable vibrant community, offering residents not only increased and improved transit options, but also a place to gather, shop, work and play. Such uses as themed retail, public plazas, and locally serving live /work amenities are all being City of Santa Aria NO 12 J . 'a-Kina [,,.I a nano, lent Dian at P e. S a:,*, a n ''olio a1 7 pan, pOrt .n (e e'er online rider surveys and a focus group session to obtain information on parking patterns; and individual parking operator interviews to understand the benefits and challenges associated with the implementation of parking management strategies. At the conclusion of the study, IBI Group prepared a final report with near and long term recommendations that station cities and OCTA can draw upon, now and into the future, to address specific challenges and needs associated with Metrolink station parking demand. considered as integral to the site visioning process. The year long planning effort is bringing together a wide variety of IBI Group resources, including detailed engineering analysis, transportation planning, urban design and station concept design, and will ultimately provide Santa Ana with a vision that will guide site and area development for years to come. IBI Group 6.11.12 3 Santa Ana Circulation Element Update Santa Ana , CA IBI Group is leading the effort to update the City of Santa Ana General Plan Circulation Element. As part of this project, IBI Group is performing the following tasks: establishing Circulation Element goals, objectives, and policies; evaluating impacts that traffic growth will have on the circulation within the City and recommending appropriate improvements to mitigate these impacts; updating the objectives and policies for public transit, bicycle, and pedestrian facilities; providing objectives and policies for transportation demand management, intelligent transportation systems, traffic calming measures; and providing modeling and analysis of alternative future network � trc , old Line Foothill Phase Extension Sus Interface and Parking Garages Sari Gabriel Va € €ey, CA The Metro Gold Line Foothill Extension will run from its current terminus in the City of Pasadena to the City of Montclair, 26 miles to the east. Upon completion, a dozen new stations will mean that 11 additional cities will be served by the Metro Rail system. IBI Group is supporting the Construction Authority on an effort to resolve issues relating to the interface between different travel modes, neighborhood connectivity, and the proposed rail line. The aim is to create an integrated transit system that will allow its users to move effortlessly between transit and their destination. A key element of this work is the conceptual design of park- and -ride facilities for the Phase 2A stations between Arcadia and Azusa. IBI Group is working to layout designs for these garages and to locate bus stops and prepare prototypical bus stop treatments near the park- and -ride facilities. City of Santa Ana NO 12-0 3 x�,inca Ma aemmn' Plan � ""(1, ua;; a 4p, �ecm al T anspt r -, Or er � G Complete Street? Y Pt cir - .Other ®.: ®00 ® ®m0❑❑❑ a ®O❑®O❑ n1 it tyou _ -.� ❑ .r. t� � v... t�OO ken pp� .� t ing ❑� assumptions. An important component of this study is updating the Circulation Element to comply with the State requirements for Complete Streets planning, which require that roadways accommodate all users from autos to transit to bicyclists and pedestrians. IBI Group 6,11.!2 4 North Montclair Specific Plan/ Metrolink Station Parking Demand Study Les Angeles, CA IBI Group prepared a parking demand analysis for the proposed North Montclair Specific Plan area. The specific plan calls for the development of over 1,500 residential units and retail development around the existing Montclair Metrolink commuter rail station. The parking demand analysis quantified the parking demands of the new development and recommended a target number of public parking spaces that should be included in the specific plan area to serve new development and park- and -ride commuters at the rail station. The study also included the development of conceptual parking garage layouts for the relocation of surface parking at the Metrolink station. This assignment was completed as part of the Southern California Association of Government's (SCAG) 2% Growth Strategy study. I jah�=._;I C#anyon Metrohnk Station IanC tads; Report Anahe'lm, CA IBI Group prepared a Project Study Report (PSR) for the expansion of the Anaheim Canyon Metrolink Station. A primary element of the PSR is the preparation of a parking demand study for the proposed expansion of the station. Parking demand at the station is currently exceeding available supply and the spill -over parking demand is impacting an adjacent office development. The parking demand study identifies the potential future demand for parking at the station and identifies potential alternatives to provide sufficient parking for each project phase, during construction, and at project completion. City of Santa Ana NOi 12 01131 irn t9, i;, rt Plan at the SamaAn, I eomr, al T ansp.r at.,n I -. t . -' Oak OL " 7 ums o*"* _ Ti All ..�.riws `i war Timms_ _ : �,� _J Ili -. t ! u I - 711 f IBI Group £.11.125 David Chow, PE, AICP P Rd NC i P A L -Ili -� HARG4 Mr. Chow, a Director of IBI Group, is a registered Professional Engineer (P.E., Civil) and member of the American Institute of Certified Planners (AICP) with over 21 years of experience working in the transportation planning and engineering fields. He has worked on numerous complex projects ranging from detailed conceptual engineering and environmental studies to traffic impact studies and geometric design. His background includes extensive experience with travel demand modeling, regional and focus area assessments, traffic engineering, transportation and transit planning, and engineering design. He has successfully directed many different types of transportation projects throughout Southern California. Key projects of relevance to this proposal include his management roles on the Santa Ana Regional Transportation Center Master Plan, the Santa Ana Circulation Element Update, and the Gold Line Foothill Extension Bus and Parking Interface Plan. William Delo, AICP Mr. Delo is an Associate of IBI Group and a Transportation Planner with over twelve years of experience in transportation planning and traffic engineering. Mr. Delo is an experienced project manager and task leader, responsible for the successful completion of numerous projects ranging from traffic and parking studies to regional multimodal transportation studies. Of particular relevance to this proposal is his work on the Metrolink Station Parking Management Plan as Project Manager. Mr. Delo also served as task lead for the City of Santa Ana Circulation Element Update, the Gold Line Foothill Extension Bus and Parking Interface Plan, and the Santa Ana Regional Transportation Center Master Plan. His career experience has included extensive participation in public and agency outreach activities. Lydia La Point, PE LEED AP PA:'' R, 1 CA G5,', -g Ems: Ms. La Point is a Transportation Engineer with 9 years of experience with IBI Group. Ms. La Point has prepared conceptual designs for multi -story parking structures, surface parking lots and bus facilities, as well as preliminary engineering roadway and signal plan drawings and cost estimates. She has also performed numerous traffic and parking analyses for a variety of land uses throughout California, and understands the relationship between land use and transportation infrastructure. Ms. La Point played a key role in the Metrolink Station Parking Management Plan and worked on the Advanced Conceptual Engineering of Intermodal Parking Facilities for the Metro Gold Line Foothill Extension Construction Authority. Dylan Jones, MAIBC NCARB Mr. Jones has specialized experience in design and project management of large and complex projects, including publicly funded transportation projects, and privately funded transportation related mixed -use projects of varying types and densities. Mr. Jones has a particular interest in the relationship between complex urban transit networks and contemporary urban development trends. Mr. Jones has a unique ability to break down the challenging tasks associated with such projects into a productive and intelligible course of action, a skill that has proven invaluable on many successful projects. Mr. Jones was a key team member on the Santa Ana Regional Transportation Center Master Plan and served as Deputy Project Manager. City of Santa Ana NO 12 043 -." in a h i ag:, m. -,' Plan at t.,: &a.,nia to �lugio ,al (. emc[ 1131 Group 6,11.12 Colleen Hsieh PARKINIG "'EIAPIND ANALYSIS Ms. Hsieh is a Transportation Planner at IBI Group with over four years of experience in transportation planning and traffic engineering. Ms. Hsieh has condcuted parking demand analysis, peer parking reviews, and parking utilization studies for a variety of developments. Ms. Hsieh has an extensive understanding of Southern California through the various projects she has worked on, ranging from regional multi -modal transportation studies, traffic impact and parking studies, and transit - oriented development (TOD) studies. Of key relevance to this proposal is her work on the Metrolink Station Parking Management Plan, the Santa Ana Regional Transportation Center Master Plan, and the City of Santa Ana Circulation Element Update. WILLIAM DELO, AICP PROJECT MANAGER LYDIA LAPOINT, PE, LEED AP PARKING PRICING STRATEGIES DYLAN JONES, MAIBC NCARB MASTER PLAN COORDINATION COLLEEN HSIEH PARKING DEMAND ANALYSIS DAVID CHOW, PE, AICP PRINCIPAL IN CHARGE t tSflNlti i TASK ASSIGN MEWS AVAILABILITY David Chow, P.E., AICP Principal -in- Charge 20% William Delo, AICP Project Manager 40% Lydia LaPoint, P.E., LEED AP Parking Pricing Strategies 50% Dylan Jones, MAIBC, NCARB Master Plan Coordination 60% Colleen Hsieh Parking Demand Analysis 50% City of Santa Ana �:�. 12 04 ', r 1a, �a Plan at t E S a a Transp rat' m ,eater 1131 Group 6 .1? ? 2 7 DAVID CHOW, PE, AICP Profile Principal -in- Charge EDUCATION City of Santa Aria PJ0 12 -04 3 iJ n fj M _ a emr, i it P 1 an t; -, v: nta ,na ,' r .ai Ta nsn co Ma,. (.)n G;, ..cr 1131 Group 6 . c 1.12 8 Bachelor of Science (Civil Engineering), Mr. Chow, a Director of IBI Group, is a registered Professional Engineer (P.E., Civil) and University of California, Irvine, 1989 certified planner with the American Institute of Certified Planners (AICP). He has over 21 years of experience working in the planning, engineering, and urban design fields. In that EXPERIENCE period, he has worked on numerous major investment studies, complex transportation and 2005 -to date land use projects, engineering design of local and regional transit systems, transit oriented IBI Group, Irvine, Director development projects and technical work related to environmental clearance studies. His background includes extensive experience with traffic engineering, civil engineering, 1998 -2005 regional, transit and land use planning and design. As a Director of IBI Group, David is one IBI Group, Irvine, Associate Director of the managers that oversees the firm's transportation practice in the Southwest United States and is often the partner -in- charge (PIC) of detailed design, quality control, 1994-1998 management and technical oversight. Meyer, Mohaddes Associates, Los Angeles, Senior Engineer/ Planner Representative Experience 1989.1994 City of Santa Ana Circulation Element Update — IBI Group is assisting the City of Santa DKS Associates, Los Angeles, Senior Ana in the update of their General Plan Circulation Element. It involves a complete Engineer/ Planner evaluation of the Master Plan of Streets and Highways, development of a Bicycle and Pedestrian Master Plan, and incorporation of planned rail and transit improvements into the 1986-1989 Circulation Element. It also includes an extensive public outreach program to educate and Barton Associates, engage residents and local stakeholders in developing a Complete Street vision for Santa Pasadena, a, Assistant Engineer) Planner Ana. Mr. Chow is the Project Manager for this study. REGISTRATION City of Santa Ana SARTC Master Plan — Mr. Chow is the Project Manager for this $1.4 Professional Engineer, Civil, million master plan study to investigate and develop concepts to update Santa Ana Arizona #47449 California #C59428 Regional Transportation Center (SARTC) to better connect with the surrounding community Michigan #55640 and handle the significant increase in passenger levels and transportation modes that will Nevada #17928 access the station in the next 30 years. The study will develop alternatives that can handle New Mexico #19028 all the new transit modes coming into the station including bus rapid transit (BRT), streetcar, New York #86606 shared -cars, and high -speed rail. Options will include the range between upgrading the North Carolina #34632 existing facility to designing a completely new SARTC. A core component of the study is to Certified Planner, American Institute of develop a more efficient and sustainable station that better integrates and interfaces with Certified Planners, #016827 the surrounding area, which is undergoing significant redevelopment. MEMBERSHIPS Metro Gold Line Foothill Extension Bus Interface and Parking Garages — As part of the effort to extend the Metro Gold Line from Pasadena to Montclair, IBI Group is assisting in Urban Land Institute an effort to develop detailed station interface plans for the 12 stations along the 16 mile Institute of Transportation Engineers extension. The effort includes developing concepts for each of the stations which include transit restructuring to better serve and interface with the new stations, investigating urban American Society of Civil Engineers design and connectivity opportunities and identifying important station attributes to provide a more pleasant and friendly environment for patrons. David is the Partner -in- Charge of IBI American Planning Association Group's effort on this project and is helping with the transit restructuring plan to increase the efficiency of the local, express and municipal transit lines that connect with the new Chi Epsilon, Civil Engineering Honor stations. Society TRAFFIC IMPACT /PARKING STUDIES Mr. Chow has conducted numerous parking and traffic impact studies throughout the southwest United States and is thoroughly familiar with the methodologies, principles and practices behind the analysis. A detailed listing of Cities can be provided as needed. IBI GRf�UP II www.ibigroup.com City of Santa Aria PJ0 12 -04 3 iJ n fj M _ a emr, i it P 1 an t; -, v: nta ,na ,' r .ai Ta nsn co Ma,. (.)n G;, ..cr 1131 Group 6 . c 1.12 8 WILLIAM DELO, AICP Profile Project Manager EDUCATION IBI GItOUY www.ibigroup.com City of Santa Ana PJ0 12 - 04 2 5n�1 t1a Plan at t -F. S.::i,a kma Pcafarllal ansp m�,.(n "Xn;er 1131 Group 6.11.12 B.A. (Environmental Analysis and Mr. Delo is an Associate of IBI Group and a Transportation Planner with over twelve years Design), University of California, Irvine, of experience in transportation planning and traffic engineering. Mr. Delo is an experienced 2000 project manager, responsible for the successful completion of numerous projects ranging from traffic and parking studies to regional multi -modal transportation studies. His career EXPERIENCE experience has included extensive participation in public and agency outreach activities. 2001 -to date IBI Group, Irvine, CA, Transportation Representative Experience Planner/ Associate Metrolink Station Parking Management Strategies Study (2009 -2011) — Mr. Delo was 2000 -2001 the Project Manager of this study, which identified candidate parking management Civic Solutions, Inc. (City of Santa strategies for the 11 Metrolink commuter rail stations in Orange County. The project Monica, City of Ontario, City of Rancho included coordination with the 11 station cities in Orange County, as well as the preparation Santa Margarita), Assistant Planner of case studies, examining the application and success of parking management strategies implemented at commuter rail stations throughout North America. Candidate strategies 1999 -2000 include pricing p arkin g, improving mode of access options, technolo gy, and parking Orange County Transportation Authority, Orange, CA, Assistant management districts. The objective of the study was to identify a "toolkit" of potential Transportation Analyst strategies tailored to the existing and future environment at each station. MEMBERSHIPS Metro Gold Line Foothill Extension Bus Interface and Parking Garages (2009 -2011) — Mr. Delo managed IBI Group's efforts as a subconsultant on this project. IBI was American Planning Association responsible for the identification of possible refinements to bus operations and the REGISTRATION development of conceptual designs for six park- and -ride facilities that will serve the proposed light rail stations along this extension of the Metro Gold Line. Conceptual Certified Planner, American Institute of designs were developed for five parking garages ranging in size from 250 to 350 parking Certified Planners #019993 spaces, as well as a 125 -space surface parking lot. The project includes close coordination with staff from the five cities along the corridor. Anaheim Canyon Metrolink Station Project Study Report (2009) — Mr. Delo led the preparation of a parking demand study for the proposed expansion of the Anaheim Canyon Metrolink station. Parking demand at the station exceeds available supply and the spill- over parking demand impacts an adjacent office development. As the station is improved and commuter rail service is expanded, parking demand is forecast to further increase. The parking demand study identified the potential future demand for parking at the station and potential alternatives to provide sufficient parking for each project phase, during construction, and at project completion. Santa Ana Regional Transportation Center Master Plan (2010) — On behalf of the City of Santa Ana, IBI Group is developing a station master plan for the Santa Ana Regional Transportation Center. Mr. Delo is leading the parking demand analysis effort for this study, quantifying future parking demand for the station and identifying strategies for either accommodating this demand with additional parking or developing parking management strategies to help reduce future demand. North Montclair Parking Demand Analysis (2006) — This specific plan calls for the development of over 1,500 residential units and retail development around the existing Montclair Metrolink commuter rail station. Mr. Delo prepared a parking demand analysis to quantify the parking demands of the new development and recommend the number of public parking spaces that should be included in the specific plan area to serve new development and park- and -ride commuters at the rail station. IBI GItOUY www.ibigroup.com City of Santa Ana PJ0 12 - 04 2 5n�1 t1a Plan at t -F. S.::i,a kma Pcafarllal ansp m�,.(n "Xn;er 1131 Group 6.11.12 LYDIA LA POINT, P.E., LEED AP Profile Transportation Engineer EDUCATION IBI cxouP xmw.itrigroup.com City of Santa Ana N0. 12 -043 a-,�in d -9a- agee i nt Man at a ;'a Ana egio al Transp ,r q_ o (-" ? 0r 161 Group 6.11.12 10 B.S. (Civil Engineering with a Minor in Ms. La Point is a Transportation Engineer with eight years of experience in the Irvine office Information and Computer Science), of IBI Group. She has performed traffic impact and parking analyses for a variety of University of California, Irvine, 2003 development projects and land uses. The studies involve issues related to school zones, parking requirements, shared parking, alternative transportation, Americans with Disabilities EXPERIENCE Act (ADA) standards, live /work housing, and heavy truck trips. Ms La Point is familiar with 2003 - to date Institute of Transportation Engineers (ITE) and the American Planning Association (APA) IBI Group, Irvine, CA, Transportation parking generation manuals, and has derived parking generation rates based on specific Engineer employee and mode information, parking count data, and field observations. She has also prepared conceptual designs and cost estimates for parking garages, surface parking lots, MEMBERSHIPS and transit centers. Women in Transportation Seminar (WTS -OC) 2011 -2012 Scholarship Representative Experience Chair Orange County Metrolink Station Parking Management Study — Ms. La Point was part Institute of Transportation Engineers of a team that prepared a study for the Orange County Transportation Authority (OCTA) that identified parking management strategies for each of the MetroLink stations in Orange American Society of Civil Engineers County. Ms. La Point compiled information on conditions at each station including current parking supply, existing and forecast parking demand, surrounding land uses, availability of Chi Epsilon National Civil Engineering transit, pedestrian and bicycle facilities, and mode choice to access the station. The team Honor Society met with each City to discuss short term and long term plans for the station and to present options for potential parking management strategies. Strategies included pricing month) P P P 9 9 9 9� P 9( Y, Tau Beta Pi Engineering Honor Society daily or hourly fees), operations (staffed facilities, valet service, passenger amenities), REGISTRATION technology (web -based parking information, message signs, advanced reservations), mode of access (increased transit service, bike facilities, carshare), and land use (shared parking, Registered Civil Engineer parking management districts). California No. C70858 Garden Grove Downtown Parking Study Update — Ms. La Point served as the Project ACCREDITATION Manager for this parking supply inventory and occupancy analysis for the public parking LEED Accredited Professional facilities serving downtown Garden Grove. The documented existing peak period demand U.S. Green Building Council for both on- street spaces and off - street lots. The findings of the study included that the existing supply is sufficient to meet demand, with a surplus of over 100 spaces. However, some public parking areas are not clearly marked, and it was recommended that the City implement a signage program to clearly identify the downtown parking supply and to direct vehicles to underutilized areas. Metro Gold Line Foothill Extension Station Parking Conceptual Design — Ms. La Point served as the Project Manager for this study to prepare conceptual parking facility designs for Phase II of the Gold Line Foothill Extension (from Arcadia to Azusa). She prepared layouts for surface parking lots and multi -story parking garages at five station sites, and managed a team of engineers that provided site civil, drainage, structural analysis and cost estimating studies. Montclair Parking Analysis — Ms. La Point prepared a parking analysis report for the City of Montclair as part of the Southern California Association of Governments (SCAG) 2% growth Visioning Project. The report included a summary of the existing land uses and parking supply in the vicinity of the Montclair Metrolink station, the future conditions assumed in the North Montclair Specific Plan, an assessment of the anticipated residential and retail parking demand, recommendations for locations of parking facilities, parking structure construction cost estimates, and funding and financing options. IBI cxouP xmw.itrigroup.com City of Santa Ana N0. 12 -043 a-,�in d -9a- agee i nt Man at a ;'a Ana egio al Transp ,r q_ o (-" ? 0r 161 Group 6.11.12 10 Profile DYLAN F. JONES, MAIBC NCARB EDUCATION Associate / Architect / Urban Designer M.Arch. (Architecture), University of British Columbia, Vancouver, BC, 2001 Mr. Jones has specialized experience in design and project management of large and complex projects, including publicly funded transportation projects, and privately funded Career Discovery (Architecture) transportation related mixed -use projects of varying types and densities. Mr. Jones has a Harvard University, Cambridge, MA, 1996 particular interest in the relationship between complex urban transit networks and contemporary urban development trends. Mr. Jones has a unique ability to break down the B.A. (Economics) Washington State challenging tasks associated with such projects into a productive and intelligible course of University, WA, 1993 action, a skill that has proven invaluable on many successful projects. EXPERIENCE Representative Experience 2007 -to date IBI Group, Irvine, CA, Santa Ana Regional Transportation Center (SARTC) Master Plan - Santa Ana, Architecture/Urban Design California - Provided project management support and design guidance for the development of a long range phased master plan for SARTC. Considerations included the 2006-2007 feasibility of retaining the existing station facility, potential designs for new facilities, detailed KTGY Group Inc., Irvine, CA, transportation planning, forecasting and urban design issues as relating to on -going Architecture neighbourhood development projects and concerns. 2005-2006 Canoga Connect TOD Planning & Urban Design Study - Canoga Park, California - Stantec Architecture Ltd., Vancouver, Project manager and design lead in the creation of a TOD overlay vision for the Canoga BC, Arch itecturelUrban Design Park Orange Line BRT station area. Issues of connectivity, density, land use, traffic, and 2002-2005 economic feasibility are all being carefully studied in an interactive design process that includes key agency and local neighbourhood stakeholders. Project received an LA APA Hancock, Bruckner, E & Wright award for best practice in June 2011. Architects Now part I BI Group), Vancouver, , BC, Architecture/Urban Design Metro Gold Line Foothill Extension Corridor Development Assessment Study Tarzana Crossing TOD Planning & Urban Design Study - San Gabriel Valley, 2001-2004 California - The Metro Gold Line Authority retained IBI Group to extensively evaluate Studio North Design, Vancouver, BC, transit oriented development potential and develop a market study for the proposed 16 -mile Product Design & Manufacturing extension of the Metro Gold Line. Currently providing strategic direction and project management support for the development of a corridor TOD approach that allows for 2000 multiple differentiated city based development implementation plans. Roger Hughes & Partners Architects, Vancouver, BC, Architecture Tarzana Crossing - Tarzana, California - Project manager and design lead in the production of Development Prototypes for the Tarzana Orange Line BRT Station area. The 1996-2000 project team analysed new forms of TOD that are compatible with current economic The Cascade Joinery, Bellingham, WA, conditions and sustainable principles, most notably by testing new forms of TOD overlaid on Specialized Timber Construction existing industrial land uses. AWARDS Oakridge Center TOD - Vancouver, British Columbia - Mr. Jones provided design and LA APA Award - Best Practice technical support during the production of the Oakridge Center Policy Report which created Canoga Connect TOD the foundation for the planned future development at Oakridge Center, an important regional retail center in Vancouver B.0 located along the Canada Line LRT. The proposed MEMBERSHIPS development includes the transformation of a suburban shopping mall into an urban mixed- Architectural Institute of British use transit oriented development (TOD) which will include the addition of a transit station, Columbia, Member 1.2 million sq.ft. of residential condominiums and assisted housing, and 1 million sq.ft. retail and public amenity. National Council of Architectural Registration Boards Anaheim Canyon Station - Anaheim, California - Provided strategic site design planning American Planning Association support as part of a study effort to prepare a Transit Master Plan for improvements at Anaheim Station. I C7►T G1.FFIIC)JJ11P www.ibigroup.com City of Santa Ana "IO 12 -04 3 xirni Manage-non', Plan at t :F Santa "\n . i- an; Dorat.on ,;, mcr IBI Group k .1 ? .12 1 1 COLLEEN HSIEH Profile Transportation Planner EDUCATION B.A. (Environmental Analysis and Ms. Hsieh is a Transportation Planner at IBI Group with over four years of experience in Design), University of California, Irvine, transportation planning and traffic engineering. Ms. Hsieh has performed route planning, 2007 corridor analysis, and needs assessment for transportation projects in California. Her experience in transportation planning includes traffic impact and parking studies for a EXPERIENCE variety of development projects and land uses. Ms. Hsieh has an extensive understanding 2007- to date of parking standards, best practices, policy, and management strategies through the IBI Group, Irvine, CA, Transportation various parking studies she has worked on, ranging from regional multi -modal Planner transportation studies, transit station master plan studies, and transit - oriented development (TOD) studies. Representative Experience Metrolink Station Parking Management Study (2009 -2011) - The Metrolink Station Parking Management Study is a comprehensive study of parking management strategies at 11 Metrolink stations in Orange County. Commissioned by OCTA, IBI Group is leading the effort in identifying parking management strategies for the planned Metrolink service expansion program. The study involves profiling at each station, public outreach surveys, compilation of national and regional case studies, and coordination with each station city. Ms. Hsieh researched and prepared case studies of best practices in Southern California and North America, conducted an inventory of parking supply and utilization at each Metrolink stations, and developed recommendations for the near and long -term range. Downtown Garden Grove Parking Utilization Study (2010 -2011) - Ms. Hsieh prepared a parking utilization study for downtown Garden Grove. Downtown Garden Grove is centered around Main Street, and is served by nine parking lots. Main Street is a historic area in the City of Garden Grove with a mixture of retail, commercial, and residential uses. The purpose of the study was to determine whether sufficient parking spaces in the immediate area were available to meet the parking demand of the Main Street area. Ms. Hsieh determined accumulation, occupancy, peak demand, and turnover for data collected in parking surveys at the nine study area parking lots. Santa Ana Regional Transportation Center Master Plan (2010) - On behalf of the City of Santa Ana, IBI Group is developing a station master plan for the Santa Ana Regional Transportation Center. The purpose of the study is develop and identify concepts to update SARTC to better connect with the surrounding community and handle the significant increase in passenger levels and transportation modes that will access the station in the next 30 years. Ms. Hsieh is assisting in the parking demand analysis effort for this study by reviewing existing parking standards and rates, quantifying future parking demand for the station based on potential land use development, and identifying strategies for either accommodating this demand with additional parking or developing parking management strategies to help reduce future demand. Anaheim Canyon Metrolink Station Project Study Report (2009) - Ms. Hsieh prepared a parking demand study for the proposed expansion of the Anaheim Canyon Metrolink station. Parking demand at the station is currently exceeding available supply and the spill- over parking demand is impacting an adjacent office development. As the station is improved and commuter rail service expanded at the station, parking demand is forecast to further increase. The parking demand study identifies the potential future demand for parking at the station and identifies potential alternatives to provide sufficient parking for each project phase, during construction, and at project completion. TDT Gltt)tiP www.ibigroup.com City of Santa Aria NO 1 3 : -iJno r a raq.,".ment Plan at , E Santa Ana Regional 7. ansDairt ar m „ar er 1131 Group 6 1 1.12 Implementing parking pricing at the Santa Ana Regional Transportation Center (SARTC) will require careful examination of existing user patterns, parking demand, enforcement, and potential inputs to surrounding neighborhoods. IBI Group is well positioned to provide the City with this assignment given our previous work with the City and OCTA at SARTC. The solutions and strategies developed for this study must be the result of a collaborative process that involves city staff, station tenants, and station patrons. The objective is to develop a workable solution that has the support of daily users, tenants, and visitors. Our proposed approach to assisting the City of Santa Ana considers these parameters and outlines an achievable process that maximizes the technical expertise and local understanding of the consultant team with the input provided by city staff. The SARTC is strategically located in central Orange County, and is served by Amtrak's Pacific Surfliner and Metrolink's Orange County and Inland Empire- Orange County commuter rail lines. SARTC serves as a hub for the Orange County Transportation Authority (OCTA) bus system, includes a Greyhound station, and is a terminal for several Mexican intercity buses. SARTC is proposed to undergo growth and various improvements over the next few years, and is positioned to continue to be one of Orange County's busiest transportation centers. Daily ridership is forecast to increase at the station, along with demand for parking. To meet forecast demand, the City constructed a four -level parking structure in addition to the two surface parking lots. The City would now like to look at implementing a pricing structure at the station to help offset the costs associated with operating the structure and to continue providing improved parking services and maintenance at the station. IBI Group understands the importance of developing a Parking Management Plan that meets the needs of the City, station tenants, and station patrons. As the prime consultant on the SARTC Master Plan and the OCTA Metrolink Station Parking Management Plan, we have been very much involved in the developments at SARTC and can provide the City with unparalleled resources and technical expertise to complete this study in a timely manner. This Parking Management Plan will not only layout a plan to implement a pricing Mal structure at SARTC, but also accommodate the goals outlined in the City's Transit Vision, benefit and serve transit users and station tenants, and support sustainable development and growth at the station. City of Santa Ana NO 12 04 ' Raii ,,irn a t 1 Tager enl Flan i t Sa,. a Ana Reou"af IBI Group 6,11.12 13 Santa Ana's Transit Vision The goal of Santa. Ana's Transit Vision is to serve residents, workers, local businesses, and the transit - dependent with the dual goals of improving mobility and strengthening connections to surrounding communities and cities. As part of this goal, the City has undertaken various studies to improve transit at the station. SARTC is proposed to undergo growth and various improvements over the next few years, including the Santa Ana Boulevard Grade Separation, the Santa Ana - Garden Grove Fixed Guideway Project, and proposed improvements in the SARTC Master Plan. The developments from the Transit Zoning Code and the Station District Plan will also have impacts on developments at the SARTC. The SARTC is a distinct landmark in Orange County, and IBI Group will ensure the Parking Management Plan addresses the City's Transit Vision goals while preserving the historical aspects of the station. Serving Transit Users As a major transportation hub, it is important that SARTC provides an attractive and safe environment for all users, including commuter rail, bus transit, or streetcar patrons. Understanding the needs of these users is critical for developing a plan and maintaining a facility that accommodates user needs and provides a welcoming and engaging environment. Providing amenities such as cafes, retail, and security are all potential strategies that can be incorporated as part of a pricing structure, while improving conditions at the station and enhancing the users' experience. The Parking Management Plan will provide recommendations to ensure the station is professionally managed and maintained to accommodate user and community needs. High Quality Service SARTC serves transit users as well as transit providers, including Metrolink, OCTA, intercity and interstate bus transportation, and airport and taxi services. SARTC also provides office space and rooms available for lease by tenants. The station is currently home to the Santa Ana WORK Center, the City of Santa Ana, and the State EDD, with potential additions in the future. In addition to transit users, employees and tenant customers also use SARTC on a daily basis, and may have different needs and parking patterns from transit users. The transit providers and tenants at SARTC are an integral part of the station and maintaining positive relationship is important to the development of the station. The Parking Management Plan will incorporate input from tenants to ensure the strategies recommended benefit all users. Sustainability With forecast population growth and increased ridership, it is essential that future development address sustainability issues and provide for sustainable growth. The goals and visions outlined in the SARTC Master Plan call for a sustainable transportation facility with low maintenance costs. The recommendations in the Parking Management Plan should take into consideration programs and activities that are aligned with the goals of the SARTC Master Plan and promote sustainability and encourage alternative commuting options to help manage parking demand. IBI Group is at the forefront of promoting sustainability through our work on transit - oriented developments and can provide the City with creative strategies and programs to implement at SARTC. City of Santa Ana N15 12 C ',. King Managor i,nt Plan : it t;F � ;,n a Regio ai iransp or'att n IBI Group 61 12 14 TASK 1: PROJECT MANAGEMENT Objectiv=e. To provide effective management of the project throughout the two -month schedule and actively work with the City of Santa Ana to develop a successful end product for this work effort. Key issues: This project will involve developing a comprehensive parking plan for the SARTC within a two -month period, and will include numerous stakeholders and interested parties, including various city departments, residents, property owners, and business owners within and surrounding the SARTC. Each stakeholder will have unique interests and opinions regarding the opportunities and constraints that exist related to parking. Balancing the inputs, concerns, and perspectives of these various groups will be essential to ensuring that the project progresses in the timely matter and that the primary project goals are achieved, Approach: The project management effort involves ongoing coordination between the consultant and City staff to ensure that the project proceeds on schedule and that project work efforts and deliverables are completed on -time and up to the quality expected by the client. To help ensure appropriate tracking and monitoring of the project work effort and schedule, we propose to conduct bi- weekly progress conference calls or meetings that would involve at a minimum IBI's Project Manager and the City's Project Manager. These meetings would be an opportunity to discuss upcoming action items, current deliverables, and planned meetings with stakeholders and the community. Prior to each meeting, IBI Group will prepare an update to the project schedule and maintain and update a project action items list that documents the current work efforts, anticipated completion dates, and next steps. • Bi- Weekly Project Update Conference Calls /Meetings • Monthly Invoicing and Progress Reports TASK 2. REVIEW EXISTING FACILITY AND OPERATIONS je ivu. To review existing relevant documents, plans, and studies provided by the City and understand existing parking conditions and facility operations at the SARTC. ev i s es: Understanding the existing parking conditions and operations at SARTC, including planned improvements proposed in other studies will be critical in developing a comprehensive parking plan that meets the needs of all users, tenants, and the City. The parking studies that have been conducted at SARTC are fairly recent, however, detailed data related to existing parking demand and utilization patterns is important as well to quantify the potential and actual impacts of parking and provide input into the development of recommendations for parking pricing strategies. City of Santa Ana NC. 12 J ,- yin a 9 I neme. _ Plan at in - a a n.. , ,tptio d T insp m ton `%u'" ,C, iBI Group 6 11.12 15 Approach: Numerous studies have been conducted related to SARTC and the surrounding area. Each of these studies has a different focus, but ultimately the goal of improving mobility and enhancing the transit experience with SARTC serving as the anchoring point. IBI Group will review all existing documents and summarize the major points of each study, how they relate, and how they may impact future implementation of a parking plan. IBI Group has a thorough understanding of SARTC from a parking perspective and from a facility operations perspective, and will be able to complete this task quickly and efficiently. A parking occupancy survey was conducted in 2010 as part of the SARTC Master Plan; however, the City may choose to conduct updated parking occupancy or utilization surveys on one weekday and one weekend day during the morning, mid -day, and evening peak period to better understand current parking patterns and utilization. IBI Group will also conduct a field review of the facility to observe parking conditions and utilization. An existing conditions technical memorandum will be prepared based on the counts. IBI Group will work with OCTA to develop new forecast parking conditions at the SARTC. Our involvement in data collection efforts in a variety of municipalities and projects gives our staff a solid understanding of the potential challenges and limitations associated with the data collection effort. • Summary of Related Documents Technical Memorandum • Parking Utilization Counts • Existing and Future Conditions Technical Memorandum TASK 3: SURVEYS AND OUTREACH Oleos: To obtain input and discuss parking pricing opportunities, issues, and constraints with the community and better understand what strategies and solutions could lead to addressing the implementation of an effective pricing structure. Key Sues: The primary issue associated with this task is determining the most appropriate methodology or group of methodologies for surveying existing station users and tenants for their opinions on parking charges and a pricing structure at SARTC; and completing the surveys within the schedule timeframe. Our approach outlines several potential methodologies we have successfully employed previously for conducting surveys. Approach: Given the timeframe of this study, IBI Group proposes to employ a variety of survey and outreach tactics in order to receive a sufficient number of responses and to help ensure that the feedback reflects a reasonable cross - section of station users and tenants. City of Santa Ana NO- 1 2-J � :,', ir,a M1 , -3g rnent an at .::F Sam Am, Reqio .al T anspor �,tion Ge�'I�er IBI Group 6. ; i . i 2 User Surveys IBI Group proposes to employ two survey methods to obtain feedback from station users: Car -Drop Surveys — The first method would utilize car -drop surveys to obtain feedback from users of the parking spaces at SARTC. The surveys would be left on car windows and could be collected through a mail -back process with surveys printed on postage -paid cards or a drop -box could be provided at the parking structure entrance and exit for patrons to drop off. Online Surveys — To supplement the car -drop surveys, IBI Group will create an online survey where station users would be directed to complete a web -based survey. Users would be informed of the survey through signage or leaflets at the station. Access to the survey will also be provided through the City's website. Focus Group Roundtable Our second element would be focused on obtaining input from the tenants at SARTC. This can be accomplished by surveys or a tenant workshop or roundtable where tenants at the SARTC would be invited and consulted to provide their thoughts on parking conditions and needs in the Downtown. This could be a breakfast meeting where tenants could participate in the morning prior to operating business hours. The meeting would be conducted at SARTC and would involve focused discussions the issues and concerns of implementing a pricing structure. We would coordinate this meeting with the City as appropriate to insure adequate turnout. • User Survey and Summary of Results • Business Survey and Summary of Results • Business Roundtable Session and Summary of Results TASK 4: PARKING ANALYSIS AND EVALUATION Objective a To identify a list of potential parking management strategies and solutions based on: 1)data collected in Tasks 2 and 3; 2)forecast parking demand; and 3) IBI Group's experience and expertise with the development of parking management plans. Key' tees: The information obtained through the data review effort and parking surveys will assist in establishing existing and future opportunities and constraints related to parking conditions at the SARTC. This information will be used by IBI Group to develop a long list of strategies designed to address the priority issues identified by the City and issues that emerge from the data review and survey efforts. ppro =" :. This task will identify and evaluate the performance and acceptability of potential parking strategies intended to address the issues and opportunities that have emerged from the data and survey information collected in Tasks 2 and 3. IBI Group will apply our knowledge of parking management strategies and the implementation of these strategies in a variety of communities and settings. This task will include several components, including an evaluation of different parking pricing strategies, the methods for implementing the pricing strategies, enforcement of the proposed strategies, recommendations for improved signage and parking availability and pricing information, and the impact of the parking management plan to adjacent on- street parking. City of Santa Ana NO 12'-043 , 3gem„11+. Plan at t ,F S anto n . � cab:-,al Tirlspnrtal on GemeE IBI Group 6 .11 12 Parking Pricing Strategies There are several options for implementing a pricing structure at the SARTC, including overnight parking fees, reserved parking fees, monthly permits, etc. The OCTA Metrolink Station Parking Management Plan identifies a few options for the near -term (1 -5 years) and long -term (over 5 years). IBI Group will build on the recommendations from our OCTA report and incorporate additional strategies that may emerge from the data collection effort and discussions with City staff. IBI Group will evaluate the proposed strategies, for its effectiveness and ability to meet the needs of the various types of facility users. IBI Group will identify the strategies that are suitable for the short -term (1 -5 years) and long -term (over 5 years) timeframe. Parking Payment Method and Technology Several methods and technologies for the collection of parking payments have been employed at various transit stations across the nation. These payment collection methods include the more traditional operators stationed at the structure and advanced payment systems that utilized pay -by- phone, smart cards, in- vehicle meters, and e- parking. An assessment of each type of system will be conducted to see which method best serves the station and the City. Some stations with a pricing structure process the payments through City Hall, while some contract the service to a vendor. IBI Group will provide the City of Santa Ana an evaluation of the pros and cons of each method. Parking Enforcement Parking control enforcement is an important element to consider when implementing a pricing structure. Most stations with a pricing structure have some type of enforcement plan to ensure that patrons are utilizing the spaces correctly. Parking at the SARTC is provided on two - surface lots and a four -level parking structure; and would benefit from some type of parking control enforcement. Based on the proposed parking strategies, IBI Group will identify the level of parking enforcement needed. User Information, Outreach, and Signage Advances in parking technology have made it possible to implement real -time signage and parking availability at a reasonable cost. User information, outreach, and signage have been shown to improve user experience and reduce the time it takes to find a parking space. With the implementation of a pricing structure, users will need to be informed of the new parking rates and where best to park based on their needs. IBI Group will assess the types of user information, outreach, and signage based on the input received from Tasks 3 and provide the City with a list of options that incorporate associated costs to implement. Impacts of Parking Management Plan Studies have shown that the initial implementation of a pricing structure may meet opposition, especially if parking is currently free. The implementation of a pricing structure may have impacts on property located adjacent to the station as a result of spillover parking. The area surrounding the station currently provides public and residential on- street parking that will need to be analyzed for impacts from potential spillover parking. Parking spillover can be managed, but requires additional management and policies such as parking permits and time limits. IBI Group will analyze and evaluate strategies to address any potential spillover parking. • Technical Memorandum summarizing the analysis and evaluation of parking strategies at SARTC City of Santa Ana PdC. 12, �ti inra t 1.. Tic, r. Flan at r 4a: a r +n : =_t�:al Tanspurrt;2nir IBI Group 6 .? 12 18 TASK 5: RECOMMENDATIONS & FINAL REPORT Obiect ve: To clearly define the recommendations of the study effort and provide the City of Santa Ana with a detailed and achievable action plan for the implementation of specific parking strategies. Key ssues: This parking plan is being conducted to develop strategies and solutions that help to address the implementation of a parking pricing structure at SARTC. The recommendations must consider the pros and cons of each strategy, particularly the potential effect on transit users, providers, and station tenants. The recommendations must be aligned with the City's Transit Vision and provide for sustainable growth. Recommendations must also be implementable by the City of Santa Ana, either in the near -term or long -term time frame, factoring in costs, resources, and public acceptance. App oa : IBI Group will develop a phased implementation program for the parking strategy recommendations to enable the City of Santa Ana to have a parking management "game plan" for addressing various pricing strategies in the near -term and long -term timeframe. The recommendations should also identify measurements and thresholds that would allow the city to monitor parking conditions and take action if and when conditions indicate the need to apply new strategies. The recommendations and results of this study will then be documented within a final report. IBI Group will prepare a draft version of this report for review by City staff. Following receipt of comments, IBI Group will prepare a final version of the report. We have also budgeted for participation in two final presentations to the City Council to present the recommendations and final report for approval. Draft and Final versions of the Parking Management Plan Report Attendance at up to two presentations of the Final Report City of Santa Aria NO 12 04.. 7ai;age rr-_' Plan al � va, eta ,n P:ai: al T�ansp r.... ? , e 1,01 IBI Group 6 . 1 12 19 rl` 6 I Y lo A Y a �F F ( f rl` 6 I Y lo a rl` 6 0 C) C%j 2- 8 C7 Fn cs ti ti m 7EZ ■ 0 0 ■ m ■ ■ ■ 0 m 0 ■ 0 m ■ ■ ■ Elmer No'' 0 0 0 M 0 ENS MIN IME I M M M M SE SEES ME SEEMS ME SEEMS ESE MER ME ■ EMS ME 0 SEES ME 0 MES SEES SEES SEES SEES M M M M M M M M M IN IN ME ME ME ME ME ME ME ■M ME SE ■SE ON mom ME ■ ■SE m No 0 mom ME ■ESE ME SEES IMEE INIMI M SEES ■E ME M M M M ES M ES�ES M M ■SE ME SEEMS No M ■ES SEESSE IME mom NINE IMEM ES ■SE SEES 0 ME MES No ME SEES No SEEM SEES No mom MMES No ME M SE • SEES mom YESES mom SEEMS 0 0 IME M 0 C) C%j 2- 8 C7 Fn cs ti ti m 7EZ 114KICOI171 :— w wdr 7 � r S is pool on x A i rj �e t f a qa h f ii S� by ?I t r� J g 4 g' i '� s 7 � r S is pool on x EXHIBIT B CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR PARKING MANAGEMENT PLAN CONSULTING SERVICES PROPOSERS CERTIFICATION AND PROPOSAL ITEM PRICING Certification - I certify that I have read, understand and agree to the terms and conditions of this Request for Proposals. I have examined the Scope of Services (Exhibit A) and am familiar with the scope of work locations. I am familiar with all the existing conditions and limitation that may impact work requests. I understand and agree that I am responsible for reporting any errors, omissions or discrepancies to the City for clarification prior to the submission of my proposal. Rates /Cost Proposal — I understanding that compensation shall be based on billing rates included in the proposal with an amount "not to exceed" for the agreement. Fee must be inclusive of all costs, including but not limited to, direct and indirect costs for labor, overhead, incidental supplies, travel, mileage, and fuel. IBI Group 949- 833 -5588: phone / 949 - 833 -5511: fax LEGAL NAME OF COMPANY PHONE AND FAX NUMBERS 18401 Von Karman Avenue, Suite 110, Irvine, CA 92612 BUSINESS ADDRESS Alista aillie I — Operating Director PRIN ED F AU O Z ENT TITLE 06/07/12 abaillie ibi roup.c SIG ATUMt OF AUT IZED AGENT DATE E -MAIL ADDRESS 95- 3268721 N/A FEDERAL ID NUMBER (IF APPLICABLE) CONTRACTOR LICENSE NUMBER (IF APPLICABLE) THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. SARTC Parking Management Plan RFP No. 12 -043 Page 19 a all o O Li O LL (N 69 09 (c, � 69 "I 7 eo () EG LO eo CO LO 613 CO Iq 69 CIZ co 69 (o 61) T Ea 0"1 0 a) a) LL 10 Cl) cc 00 N CC) C\j co N 00 N ti LO 00 O tq O 0 O M N M O ID to LL 0 0 Q0 1 0) 0) (Y) o co 'o 0 1 V) N N LL 0 0) N COp 0 co .0 0 00 uJ (D cy) C\l O V 07 10 N 0) O LL LO 0 co C3, M M O co 6) cq m O7 0) of 00 00 10 0 ID (O <D C\ ! M Cl� C7, Lq t al 0) N 1 EA I C, N O N co LL �2 't C\l co ro 0 tz a) zj C: 0 ro CL CL 0 0 .2 M c Q) U) U) a) co .(D U) -0) c cc E E cn 0) a) Q) 0) . 0 > UJ -�6 -�5 - -0 E 0 m r M c E U) LL a) :5 0 E E 73 0) - r- 0 a 1 E E d) M M o U) 0 .0 a) CD 0 -0 U) C13 UJ ro LL co 5 C c 0 F 0 r- X C: M (D a a- o a) > LU > U) cn - (D 0 0 co CL 5; s -2 S U) 4� M V) CO CL 0 -d5 co -2 .0 (D a: a- a- 6j a) ca 0 x LU U) Z) cn :5 M 4 > a) M CO L>U N N N C6 c) T is o O Li O EXHIBIT C CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR PARKING MANAGEMENT PLAN CONSULTING SERVICES REFERENCES List and describe fully the contracts performed by your firm in the past five (5) years which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference Customer Name: Orange County Transportation Authority Address: 550 S. Main Street Orange, CA 92863 Contract Amount: $280,000 Description of supplies, equipment, or services provided: Contact Individual: Megan Taylor Phone Number: 714- 560 -5601 Facsimile Number: 714- 560 -5983 Year: 2010 Prepared parking management plan for 11 Metrolink stations in Orange County Reference Customer Name: City of Santa Ana Contact Individual: David Biandolillo Address: 20 Civic Center Plaza Santa Ana, CA 92701 Contract Amount: $1.4M Description of supplies, equipment, or services provided: Phone Number: 714- 647 -5603 Facsimile Number: 714- 973 -1462 Year: 2011 Developed Master Plan for Santa Ana Regional Transportation Center ( SARTC) Reference Customer Name: City of Santa Ana Address: 20 Civic Center Plaza Santa Ana, CA 92701 Contract Amount: $500,000 Description of supplies, equipment, or services provided: Updating Circulation Element for the City. Contact Individual: Melanie McCann Phone Number: 714- 667 -2746 Facsimile Number: 714- 973 -1461 Year: 2012 THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. SARTC Parking Management Plan RFP No. 12 -043 Page 20 EXHIBIT C CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR PARKING MANAGEMENT PLAN CONSULTING SERVICES REFERENCES List and describe fully the contracts performed by your firm in the past five (5) years which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding your firm's qualifications. Reference Metro Gold Line Foothill Extension Construction Authority Customer Name: Contact Individual: Reky Hiramoto Address: 406 E. Huntington Drive, Suite 202 Monrovia, CA 91016 Contract Amount: $220,000 Description of supplies, equipment, or services provided: Phone Number: 626 - 471 -9050 Facsimile Number: 626 -471 -9049 Year: 2011 Conceptual design of park- and -ride facilities for Phase 2A stations between Arcadia and Azusa Reference Customer Name: City of Anaheim Address: 200 S. Anaheim Boulevard anaheim, CA 92805 Contract Amount: $87,500 Description of supplies, equipment, or services provided: Contact Individual: Joann Wu Phone Number: 714- 765 -5157 Facsimile Number: 714 - 765 -5225 Year: 2009 Prepared parking study of Anaheim Canyon Metrolink Stations as part of a larger Project Study Report Reference Customer Name: Address: Contract Amount: Description of supplies, equipment, or services provided: Contact Individual: Phone Number: Facsimile Number: Year: THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. SARTC Parking Management Plan RFP No. 12 -043 Page 20 EXHIBIT D CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR PARKING MANAGEMENT PLAN CONSULTING SERVICES PROPOSER'S STATEMENT Proposer understands and agrees that this written RFP (or any part thereof specifically designated and accepted by the City of Santa Ana, hereinafter City) shall constitute the entire agreement between proposer and the City only after it has been accepted by the City Council, endorsed by the Clerk of the Council with her signature and official seal noting hereon the action of approval of the Council, signed by the Executive Director or his duly authorized agent, and signed by the City Attorney, denoting his approval of the form of this document, and its execution, and when it or an exact copy of it has been either delivered to proposer or deposited with the United States Postal Service properly addressed to the proposer with the correct postage affixed thereto. Proposer further agrees that upon delivery (as defined above) of the accepted agreement he /she will furnish City all required bonds and certificate of liability insurance within ten (10) days (excluding Saturdays, Sundays and City's legal holidays), or the funds, check, draft, or proposer's bond substituted in lieu thereof accompanying this proposal shall become the property of the City and shall be considered as payment of damages due to the delay and other causes suffered by City because of the failure to furnish the necessary bonds and because it is distinctly agreed that the proof of damages actually suffered by City is difficult to ascertain; otherwise said funds, check drafts, or proposers bond substituted in lieu thereof shall be returned to the undersigned. Proposer understands that a proposal is required for the entire work, that the estimated quantities set forth in the RFP schedule are solely for the purpose of comparing proposals, and that final compensation under the agreement will be based upon the actual quantities of work satisfactorily completed. All terms contained in the specifications, the certification of nondiscrimination by contractors, and the required insurance certificates are to be incorporated by reference into this agreement and are made specifically as part of this RFP. Firm Sign Title Operating Director Date 06/07/12 THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. SARTC Parking Management Plan RFP No. 12 -043 Page 21 EXHIBIT E CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR PARKING MANAGEMENT PLAN CONSULTING SERVICES CERTIFICATION OF NONDISCRIMINATION BY CONTRACTOR The undersigned contractor or corporate officer, during the performance of this contract, certifies as follows: The contractor shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. The contractor 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 contractor 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 contractor shall, in all solicitations or advertisements for employees placed by or on behalf of the contractor, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. 3. The contractor shall send to each labor union or representative of workers with which he 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 contractor's commitments under this section, and shall post copies of the notice in conspicuous places available to employees and applicants for employment. 4. The contractor 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 contractor 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 contractor's noncompliance 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 contractor may be declared ineligible for further government contracts or federally assisted construction /services contracts in accordance with procedures authorized in Executive 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 contractor 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 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 contractor becomes involved in, or is threatened with, litigation by a subcontractor or vendor as a result of such direction by the administering agency, the contractor may request that the United States enter into such litigation to protect the interests of the United States. SARTC Parking Management Plan RFP No. 12 -043 Page 22 8. Pursuant to California Labor Code Section 1735, as added by Chapter 643 Stats. 1039, and as amended, no discrimination shall be made in the employment of persons 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 contractor violating this section is subject to all the penalties imposed for a violation of the chapter. Firm IBI G Signed and Printed Name Alistair Baillie Title Operating Director Date 06 -07/12 THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. SARTC Parking Management Plan RFP No. 12 -043 Page 23 EXHIBIT F CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR PARKING MANAGEMENT PLAN CONSULTING SERVICES NONCOLLUSION AFFIDAVIT (Title 23 United States Code Section 112 and Public Contract Code Section 7106) To the CITY OF SANTA ANA In accordance with Title 23 United States Code Section 112 and Public Contract Code 7106 the proposer declares that the proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the proposal is genuine and not collusive or sham; that the proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal, and has not directly or indirectly colluded, conspired, connived or agreed with any proposer or anyone else to put in a sham proposal, or that anyone shall refrain from bidding; that the proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer, 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 proposal are true; and, further, that the proposer has not, directly or indirectly, submitted his or her proposal 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 proposal. Note: The above noncollusion affidavit is part of the proposal. Signing this proposal on the signature portion thereof shall also constitute signature of this noncollusion affidavit. Proposers are cautioned that making a false certification may subject the certifier to criminal prosecution. S State of California, County of �u tn�rf I.J A }v�v,Sua4cyow, I�lo ry t5 ✓t,t +c. Subscribed and sworn to (or affirmed) before me on this 7 Tv` day of mot- 201 by At-, 5 tat v' t3- 46 t t1-c- proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. ck�"'IF Notary Public Signatur DEE ANN JACKSON Are Ka Commission * 1892090 Notary Public - California Orange County M g Comm. E Tres Jul 5, 2014 Notary Public Seal THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. SARTC Parking Management Plan RFP No. 12 -043 Page 24 EXHIBIT G CITY OF SANTA ANA REQUEST FOR PROPOSALS FOR PARKING MANAGEMENT PLAN CONSULTING SERVICES ADDITIONAL INSURED ENDORSEMENT FOR COMMERCIAL GENERAL LIABILITY POLICY Insurance Company HUB International, XL Specialty Insurance Company This endorsement modes such insurance as is afforded by the provisions of Policy # relating to the following: To Be Determined The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; its officers, employees, agents, volunteers and representatives are named as additional insureds ( "additional insureds ") with regard to liability and defense of suits arising from the operations and uses performed by or on behalf of the named insured. 2. With respect to claims arising out of the operations and uses performed by or on behalf of the named insured, such insurance as is afforded by this policy is primary and is not additional to or contributing with any other insurance carried by or for the benefit of the additional insureds. 3. This insurance applies separately to each insured against whom claim is made or suit is brought except with respect to the company's limits of liability. The inclusion of any person or organization as an insured shall not affect any right which such person or organization would have as a claimant if not so included. 4. With respect to the additional insureds, this insurance shall not be cancelled, or materially reduced in coverage or limits except after thirty (30) days written notice has been given to the City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701. (Completion of the following, including countersignature, is required to make this endorsement effective.) Effective To Be Determined , this endorsement form as a part of Policy # To Be Determined Issued to Countersi Authorized Representative THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. SARTC Parking Management Plan RFP No. 12 -043 Page 25 IBI Group is a multi - disciplinary consulting organization offering services in four areas of practice: Urban Land, Facilities, Transportation and Systems. We provide services from offices located strategically across the United States, Canada, Europe, the Middle East and Asia. 18401 Von Karman Avenue, Suite 110. Irvine, CA 92612 IBI GROUP Tel (949) 833 -5588 Fax (949) 833 -5511 www.ibigroup.com Interview Clarification and Follow -Up Parking Management Plan RFP No. 12 -043 Firm: IBI Group In addition to other minimum requirements, the scope of work included in this RFP stipulates that the selected firm is to develop and provide a site specific parking management implementation plan, including costs, projected revenues, key steps and timeframes. Please submit an addendum to your proposal responding to the following items: • During the interview, you recommended a three (3) month time period to accomplish the full project and tasks necessary. Please confirm that the additional timeframe will not impact your cost proposal. • Response: This is confirmed. The three (3) month time period assumes the City is ready to move forward with implementing a parking pricing strategy, and that the project process does not require extensive community outreach. Our price proposal assumes a 3 month timeframe with that understanding. • Per your proposal, page 16, you state that "the City may choose to conduct updated parking occupancy or utilization surveys on one weekday and one weekend day during the morning, mid -day and evening peak period to better understand current parking patterns and utilization." Please clarify if these surveys are included in your scope of work. • Response: Yes, our cost proposal includes the cost of conducting the surveys in the Overhead Direct Costs line item. If however the surveys are not needed, we can reallocate the fee to other tasks or deduct that amount from the budget. • The scope of work may require one (1) community meeting and one (1) additional presentation in front of the City Council. These two tasks are in addition to those included in your proposal. Please indicate the staff, hours, and fees associated with these two (2) tasks should they be included in the final agreement. • Response: Please see attached revised budget ■ One (1) presentation to City Council — $750 One (1) community meeting — $2,048 — However, please note our response below identifying that the community meeting could be conducted in place of the user survey for no additional cost beyond our original budget. • Based on our interview discussion, please outline any additional tasks and deliverables not included in your initial proposal which your firm believes may enhance the results or usefulness of the parking plan. Please indicate the staff, hours, and fees associated with these tasks /deliverables should they be included in the final agreement. Response: Based on our discussions in the interview, IBI Group understands that the city is looking for a specific parking pricing strategy and implementation action plan that can be put into effect immediately at SARTC. We believe additional tasks that will achieve the City's goals should include: ■ Task 3 — Surveys and Outreach Based on the feedback from the interview, it may be more appropriate to conduct a user workshop instead of the user surveys. The user workshop will focus on obtaining input on how to make the system more user - friendly and educating the public about the new pricing system. ■ Task 4 — Parking Analysis and Evaluation IBI Group will develop a list of parking pricing strategies for the various parking locations and types of users to review with City staff early on in the study process. Working with City staff, we will identify 4 -6 strategies for evaluation and analysis. The evaluation and analysis will identify the appropriate pricing strategies for each parking location (surface vs. structure) and user type (Metrolink vs. Amtrak vs. employees), how much to charge, when to charge, how to charge and the necessary enforcement requirements. It is important to note that pricing will be as much dependent on city policy as much as other factors. For this reason, we will work with staff early in the process to identify steps to vet the policy issues and receive approval for the ultimate plan. This task will also include a financial analysis summarizing the revenue each pricing strategy will generate. IBI Group will also work with City staff to identify appropriate vendors or payment mechanisms as needed. • Task 5 — Recommendations and Final Report Based on the selected goals and policies established in Task 4, IBI Group will help develop a systematic implementation plan for the conversion of the parking at SARTC to paid system. Information will be documented in the final report and presented to City Council as outlined in the revised proposal. As part of the attached proposed scope and budget, we can also work with staff to determine the interest and explore options with alternative uses of parking spaces to generate revenue to cover operating costs. This may include programming options such a farmers market or a gathering point for food trucks, among others, as a potential source of revenue. FEE SCHEDULE 13 ol( n u (00 d b9 � LL mug d C N a O li M N N LL D D O N v m N n 00 V OD C n N V 0 'w O to _ V O (O n (o N u) n= O_ O 7' O n M N Cl) o0 M n N N O N M n (•f W O Go (7 n N M tt N ' M R to Uf (N (H 6% (H (H (R (H f/f (A N9 6% (f) (H V '. O co 7 O N (D V O N V O 00 V N i a ) ao ao 0o ao n m _ n N n N n N n N (O LO n N N > O O O M W W O O M W W O pf > N (O M IT to N O) - CA UO (O n M CA In CA CA U7 N - W W M W . co 1 N O O O N (O O O O O 00 i 1 N 1 O O O 0 0 O O O O O O 1 m N W N (O It Ol n N n 00 00 (O O !� N N 00 N N W V W V N O t w ' M , M N co If M CD ,. O N h 00 N U) W o0 00 1NO r N N V ap 0D (O (O O (O O to W n n C N n n m N .- v n m N O 41 W N C n W n C V N w W CA W M W N Q) O (D C (n W N (O M r _ N O N W_ 0D N O O N (D N o0 ? N N O n N n N n n N N n N n n N N n N n n N N M - N W N N N N N N N N N W z Pq ~ N N LU E o 20 IL O a m w IL O C Ix 2 m O J J m > } � t 0 W a 4) F c ) w m LL C E am ) W W Z O d � Z la C W c y m a Q a a 0 � v c °c =) � vJ N� O D Wf ZrnFmoUz <Z.2 d�cc cQc C W) pl U y Z (a LA Z C a C Y C Li. m x C Q N Q a O Z C C l0 N a V W of C 6 LL W1 Y d Z° m �' o E o V UA a Z Y 7= Q- W m w Z m 'c m V av Wa' a d o m Q (D c�('n c 3 �KEL ¢Q� °o w a) `m .X M m 3 o w a�ivO -a (D . _ YUYwawYZ)co0 a a�i i aoi 0 W �Y0 La-0U. LL a Q Q¢ Q¢ m U Q ¢ m Q¢ Q¢ m o Q j ~O N N F M M M H V 7 V to an to N y O R r ; t '2 l 4 Ak%e CERTIFICATE OF LIABILITY INSURANCE DA08/09/201 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. 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 ALTERTHE COVERAGE AFFORDED BYTHE POLICIES BELOW. THIS CERTIFICAT4 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 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). Pro-Form Sinclair Professional 15 Allstate Parkway, Suite 310 NAME T Dafna Warshager PHONE 905 -305 -1054 uC No) .905-305-1093 EMAIL ADDRESS: dafna .warshagerQhubintarnatlonal.com Markham, ON L3R 5B4 INSURERS AFFORDING COVERAGE NAIC # 04/30/2013 INSURER A :XL Insurance America, Inc. 24554 INSURED _ IBI Group INSURER B :XL Specialty Insurance Company 37885 INSURER C: 18401 Von Kerman Avenue, Suite 110 Irvine, CA 92612 PREMISES Ea oawrtence i...._ ! 3 100,000 INSURER D: j INSURER E: INSURER F: _ CLAIMS -MADE a OCCUR COVERAGES CERTIFICATE NUMBER:96MQ3HSZ REVISION NUMBER: THIS ISTO 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 I TYPE OF INSURANCE DLSUBR POLICY NUMBER POLICY EFF MWDDIYYYY POLICY EXP MMIDD LIMITS 9-1 GENERAL LIABILITY US000085371_112A 0413012012 04/30/2013 EACH OCCURRENCE �i 5 1,000,000 PREMISES Ea oawrtence i...._ ! 3 100,000 X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE a OCCUR MED_EXP (Any one person) -- T j 5 .5,000 PERSONAL& ADV INJURY �$ _ —..... 1,000,000 GENERAL AGGREGATE s 11000,000 GENL AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMPIOPAGG S 1,000,000 Non•owned Automobile S 1,000,000 X POLICY PRO LOC (}1 t AUTOMOBILE LIABILITY O a8 0 IN LIMI BODILY INJURY (Per person) $ ANY AUT I!V– ALL AUTO NED AUTHODULED ,_,,.,_. _ _ BODILY INJURY (Per accident) S MIRED AUTOS NONOWNED AUTOS PROPERTY DAMAGE accident ) S Assistail l a UMBRELLA LIAB OCCUR EACH OCCURRENCE $ AGGREGATE Is EXCESS UAB CLAIMS -MADE I DED I I RETENTIONS Is WORKERS COMPENSATION WC STATU- OTH• AND EMPLOYERS' LIABILITY YIN Luvirr E.L. EACH ACCIDENT $ ANY PROPRIETORIPARTNERtEXECUTIVE OFFICERIMEMBER EXCLUDED? Q NIA E.L. DISEASE - EA EMPLOYEE _ $ (Myyaaenssdatory in NH) er E.L. DISEASE - POI ICY "MIT It DESPTTIION OF CRIP OPERATIONS below B Professional Liability Insurance DPR 9699233 04/30/2012 04/30/2013 Each Claim 1,0 ,000 Annual Aggregate is 1,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (Attach ACORD 101, Additional Remarks Schedule, If more space to required) SARTC Parking Plan 'City of Santa Ana, it officers, employees, agents, volunteers and representatives' are added as additional insured to Commercial General Liability and/or Umbrella Liability only, but only with respect to liability arising out of the operations of the named insured. With respect to Commercial General Liability/ Non -Owned Auto, the policy described above shall apply as primary for the operations of the Named Insured on behalf of the City of Santa Ana. The Insurer will provide the Certificate Holder with thirty (30) days written notice of cancellation of the policy. Limits shown are in US Dollars. r�C�TICII�AT1! �A e��s� City of Santa Ana 20 Civic Center Plaza (M -30) P.O. Box 1988 Santa Ana, CA 92702 SHOULD ANY OFTHE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE �s Page 1 of 1 0 1988 -2010 ACORD CORPORATION_ All rinhtc rear. i AGLJKLJ 25 12010105) The ACORD name and logo are registered marks of ACORD CITY OF SANTA ANA ADDITIONAL INSURED ENDORSEMENT FOR COMMERCIAL GENERAL LIABILITY POLICY Insurance Company: XL Insurance America Inc. This endorsement modifies such insurance as is afforded by the provisions of Policy # US00008537LI12A relating to the following: 1. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; Its officers, employees, agents, volunteers and representatives are named as additional Insureds ("additional insureds ") with regard to liability and defense of suits arising from the operations and uses performed by or on behalf of the named insured. 2. With respect to claims arising out of the operations and uses performed by or on behalf of the named Insured, such insurance as is afforded by this policy is primary and is not additional to or contributing with any other insurance carried by or for the benefit of the additional insureds. 3. This insurance applies separately to each insured against whom claim is made or suit is brought except with respect to the company's limits of liability. The inclusion of any person or organization as an insured shall not affect any right which such person or organization would have as a claimant if not so Included. 4. With respect to the additional insureds, this insurance shall not be cancelled, or materially reduced In coverage or limits except after thirty (30) days written notice has been given to the City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701. (Completion of the followin including countersignature, is required to make this endorsement effective.) Effective �1 4 c / �.•Z this endorsement form as a part of Policy # U800008537LI12A Issued to- I RI Grnun Countersignature N -- Z-6 (, ? --- (-7 Z_ rIC ..ar. A7aAIC IRir_lanl ID ACORD. CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY) 1 811312012 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 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 HUB international New England ! CONTACT 1 NAME: Certificate Desk PHONE g78 657 -5100 FMC 866 -475 -7959 A/C No Ext : A/C No 299 Ballardvale St Wilmington, MA 01887 97$ 657 -5100 EA DRESS: nee. certificates @hubinternational.com INSURERS AFFORDING COVERAGE NAIC p INSURER A: Hartford Underwriters Insurance INSURED IBI GROUP US(IRVINE,CA) 18401 Von Karman Ave., Ste 110 Irvine, CA 92612 I INSURER 8: S INSURER C COMMERCIAL GENERAL LIABILITY INSURER D: INSURER E: S INSURER F: $ GUVtKAtetS GtNIIHGA IIt NUMBER: RFVIRlnN NIIMRFR•. 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 CONTRACTOR 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. TR TYPE OF INSURANCE ADD UBR POLICY NUMBER POLICY EFF MMIDD YYYY) POLICY EXP (MMIDDIYYYYI LIMITS GENERAL LIABILITY EACH OCCURRENCE S COMMERCIAL GENERAL LIABILITY PREMISES Ea �uErrDance S MED EXP (Any one person) $ CLAIMS -MADE OCCUR 1 �PERSONAL&ADVINJURY $ GENERAL AGGREGATE S GENL AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP /OPAGG $ POLICY PRa LOG S AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Me accident)S BODILY INJURY (Per person) S ANY AUTO ALL OWNED SCHEDULED AUTOS AUTOS BODILY INJURY (Per ( i 5 NON-OWNED HIREDAUTOS AUTOS PROPERTY DAMAGE Per accident)S $ UMBRELLA L1AB OCCUR EACH OCCURRENCE S i-- EXCESS I" CLAIMS -MADE j AGGREGATE S DED RETENTION S F-1 _ S A WOPAERS COMPENSATION LIABILITY AND AND EMPLOYERS` ANY PROPRIETOR/PARTNER/EXECUTIVE Y / N OFFICERIMEMBER EXCLUDED9 FW N / A X 08WEEG7293 1113/2012 01/131201 X �WCSTATU- OH- E.L. EACH ACCIDENT $1,000,000 E.L. DISEASE -EA EMPLOYEE. $1. 000,000 (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below I E.L. DISEASE- POLICY LIMIT .. $1,000,000 I DESCRIPTION OF OPERATIONS) LOCATIONS / VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space Is required) Blanket Waiver of Subrogation where permitted, or where required by written Contract, Agreement or Permit Reference: SARTC Parking Plan APPROVED AS TO � ?IUt:; Sl:tl �'ruetit City of Santa Ana SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 20 Civic Center Plaza(M -30) P.O. ACCORDANCE WITH THE POLICY PROVISIONS. Box 1988 Santa Ana, CA 92702 -0000 AUTHORIZED REPRESENTATIVE r + 'X c4po'-, ®1988 -2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010/05) 1 of 1 The ACORD name and logo are registered marks of ACORD #S776154/M745281 CW001 A H CERTIFICATE OQ{F� LIABILITY INSURANCE Ill DA 04/16/2013 CERTIFICATE IS NOT CONFERS NO RIGHTS UPON THE ALTER THE COVERAGE AFFORDED CERTIFICATE HOLDER. POLICIES IS BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, ANQ T,HE,CERTIFICATE,HOj_QFFR. IMPORTANT: If the certificate holder 1 n,ADD TIONAL INSURFO the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the polic tsartbain.poli�ies may.CegUJ il endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER Pro -Form Sinclair Professional 15 Allstate Parkway, Suite 310 CONTA T Dafna Warshager ONE H 905- 305 -1054 FAX, 905- 305 -1093 P HO No Ext : A/C No E -MAIL ADDRESS: 9 dafna.warsha er hubinternational.com Markham, ON L3R 5B4 INSURERS) AFFORDING COVERAGE NAIC# Santa Ana„ CA 92702 INSURER A :XL Insurance America, Inc. 24554 04/30/2013 INSURED BI Group INSURER B :XL Specialty Insurance Company 37885 INSURER C X COMMERCIAL GENERAL LIABILITY Cl-AIMS-MADE FTIOCCUR 18401 Von Karmen Avenue, Suite 110 Irvine, CA 92612 INSURER O: INSURER 1; PREMISES Ice occurrence) �r 'V INSURER F: $ 5,000 COVERAGES CERTIFICATE NUMBER:T27E5H9N 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 RESPECTTO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECTTO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES, LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR R TYPE OF INSURANCE Ill SUDR POLICY NUMBER MMIDO/YYYYY MMID�IVYYV LIMITS A GENERAL LIABILITY Santa Ana„ CA 92702 US00008637LI 13A 04/30/2013 04/30/2014 EACH OCCURRENCE $ 1,000,000 X COMMERCIAL GENERAL LIABILITY Cl-AIMS-MADE FTIOCCUR PREMISES Ice occurrence) $ 100,000 MILD EXP(Any one person) $ 5,000 PERSONAL &ADV INJURY $ 1,000,000 X Contractual Liability GENERALAGGREGATE $ 2,000,000 GENT AGGREGATE LIMIT APPLIES PER PRODUCTS - COMP /OP AGO $ 2,000,000 X POLICY PRO LOG JECT $ B AUTOMOBILE LIABILITY MAGO037604 Deductible: $500 Comp. / $1,000 05/20/2012 05/20/2013 COMBINED SINGLE LIMIT c $ 2,000,000 BODILY INJURY (Per person) $ X ANVAUTO Collision ALL OWNED SCHEDULED AUTOS AUTOS BODILY INJURY (Per accident) $ X HIRED AUTOS X NON-OWNED AUTOS PROPERTY DAMAGE $ X $500 Com/ 1,000Csion $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LAB CLAIMS -MADE DED RETENTION$ $ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN WC STATU- OTH- TO V LIM TS ER E, L. EACH ACCIDENT $ ANY PROPRIETORMARTNER/EXECUTIVE OFFICERIMEMBER EXCLUDED? ❑ NIA E, L. DISEASE EA EMPLOYEE $ (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L .DISEASE - POLICY LIMIT $ B Professional Liability Insurance DPR 9707260 04/30/2013 04130/2014 Each Claim $ 1,000,000 Annual Aggregate $ 2,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS /VEHICLES (Attach ADDED 101, Additional Remarks Schedule, If more space Is required) REG: I2- 27980; City of Santa Ana Regional Transportation Center (SARTC) Master Plan "City of Santa Ana, its officers, agents, representatives, volunteers and employees" are added as additional insured to Commercial General Liability /Non -Owned Auto but only with respect to liability arising out of the operations of the named insured. With respect to Commercial General /Non -Owned Auto, the policy(ies) described above shall apply as primary for the operations of the named insured on behalf of the City of Santa Ana. A cross liability clause is included in the policy wording. The Insurer will provide the certificate holder with thirty (30) days written notice of cancellation of the policy. Limits shown are in US Dollars CERTIFICATE HOLDER CANCELLATION ACORD 25 (2010105) Page 1 of 1 ©1988 -2010 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD t, SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Santa Ana f..dLira at Sheody, AUTHORIZED REPRESENTATIVE 20 Civic Center Plaza (M -30) y P.O. BOX 1985 psaiRta Dr. (.ItY AttOT11C Santa Ana„ CA 92702 -— - - ACORD 25 (2010105) Page 1 of 1 ©1988 -2010 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD CIYY OF SANTA ANA ADDITIONAL INSURED ENDORSEMENT FOR COMMERCIAL GENERAL LIABILITY POLICY- Insurance Company; XL Insurance America Ina This endorsement modifies such Insurance as is afforded by the provisions of Policy # Us0000e537LI13A relating to the following; 1. The City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701; Its officers, employees, agents, volunteers and representatives are named as additional Insureds ( "addltlonal Insureds ") with regard to liability and defense of suits arising from the operations and uses performed by or on behalf of the named Insured, 2. With respect to claims arising out of the operations and uses performed by or on behalf of the named Insured, such Insurance as is afforded by this policy Is primary and is not additional to or contributing with any other Insurance carried by or for the benefit of the additional insureds, 3, This insurance applies separately to each Insured agolnst whom claim is made. or sult is brought except with respect to the company's limits of liability, The inclusion of any person or organization as an Insured shall not affect any right which such person or organization would have as a claimant if not so Included. t I 4, With respect to the addltlonal insureds, this Insurance shall not be cancelled, or materially reduced In coverage or limits except after thirty (30) days written notice has been given to the City of Santa Ana, 20 Civic Center Plaza, Santa Ana, California 92701. (Completion of the followln )f Includl g countersign Lire, is required to maketh'endorserrsnt effective). Effective �? ✓_zf�, I this endorsement form as a part of Policy # us00008537Lr13A Al Issued to: IBI Group i Countersignature i i H ACi p® CERTIFICATE OF LIABILITY INSURANCE DATE CERTIFICATE MAYBE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, 08109 /2DIYYYY) 08/09/2012 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 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 Pro -Form Sinclair Professional 15 Allstate Parkway, Suite 310 CONTA pafna Warsha er NAME: 9 IPA HONrE . ?05- 305 -1054 FAX No): 905- 305 -1093 Markham, ON13R 5B4 E -MAIL ADDRESS: dafna. warshager @hubinternalional.com INSURERS AFFORDING COVERAGE NAIC M 04/30/2013 INSURER A:XL Insurance America, Inc. 24554 INSURED IBI Group INSURER B :XL Specialty Insurance Company 37885 INSURER C: 18401 Von Kerman Avenue, Suite 110 Irvine, CA 92612 INSURER 0: INSURER E INSURER F: COVERAGES CERTIFICATE NUMBER:96MQ3HSZ 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 CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE 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 R TYPE OF INSURANCE ADDL SUe POLICY NUMBER MMI��/YYEYW MMIOOYYXYY LIMITS A GENERAL LIABILITY US000085371_112A 04/30/2012 04/30/2013 EACH OCCURRENCE $ 1,000,000 X COMMERCIAL GENERAL LIABILITY DAMAGE 1 RENTED PREMISES Ea occurrence $ 100,000 CLAIMS -MADE M OCCUR MED EXP(Anyone person) $ 5,000 PERSONAL BADV INJURY $ 1,000,000 GENERAL AGGREGATE $ 1,000,000 GEN'LAGGREGATE LIMITAPPLIES PER: PRODUCTS - COMP /OPAGG $ 1,000,000 JECT X POLICY PRO LOC Non -Owned Automobile $ 1,000,000 AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT E. eccldent $ BODILY INJURY (Psrperson) $ ANY AUTO ALL AUTOS OWNED AUTOS r' APPROVED APPRO VED AS .y 1's6f A ay�}� ✓ 1E'V L`w'�"r' e001LY INJURY (Per accident) $ NON -OWNED HIRED AUTOS AUTOS ,ter ;i� I PROPERTY DAMAGE Par accident $ UMBRELLA LIAB EXCESS LIAB OCCUR CLAIMS -MADE Stitt 6 aura Mitt She /'9,SSASYBDC CrCY At Orn.:' EACH OCCURRENCE $ AGGREGATE $ DIED RETENTION$ WORKERS COMPENSATION WCSTATU- OTH- ANOEMPLOYERS'LIABILITY Y/N TO RV LIMITS ER E. L. EACH ACCI DENT $ ANY PROPRIETORIPARTNEWEXECUTIVE OFFICER /MEMBER EXCLUDED? F-1 N I A E. L. DISEASE EA EMPLOYEE $ (Mandatory In NH) If yes, describe under DESCRIPTION OF OPERATIONS below I I E.L. DISEASE - POLICY LIMIT $ B Professional Liability Insurance DPR 9699233 04/30/2012 04/3012013 Each Claim 1,000,000 Annual Aggregate $ 1,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required) SARTC Parking Plan "City of Santa Ana, it officers, employees, agents, volunteers and representatives" are added as additional insured to Commercial General Liability and /or Umbrella Liability only, but only with respect to liability arising out of the operations of the named insured. With respect to Commercial General Liability /Non -Owned Auto, the policy described above shall apply as primary for the operations of the Named Insured on behalf of the City of Santa Ana. The Insurer will provide the Certificate Holder with thirty (30) days written notice of cancellation of the policy. Limits shown are in US Dollars, CERTIFICATE HOLDER CANCELLATION Page 1 of 1 ©1988.2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010105) The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Santa Ana AUTHORIZED REPRESENTATIVE 20 Civic Center Plaza (M -30) P.O. Box 1988 Santa Ana, CA 92702"' - Page 1 of 1 ©1988.2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010105) The ACORD name and logo are registered marks of ACORD Client #: 47645 IBIGROUP ACORDT„ CERTIFICATE OF LIABILITY INSURANCE —DATE CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, 2/2712IDOnrvv) 2/27/2013 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 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 Certificate Desk Ni HUB International New England PHONE g78 657.5100 866. 475.795 UAC Ell): AIC, No 299 Ballardvale St E-MAIL ADDRESS: nee. certificates @hubinternational.com Wilmington, MA 01887 OCCURRENCE 978 657 -5100 INSURERS) AFFORDING COVERAGE NAIC # INSURER A: Hartford Underwriters Insurance COMMERCIAL GENERAL LIABILITY INSURED INSURER B: IBI GROUP US(IRVINE,CA) MED EXP(Any one person) $ 18401 Von Karmen Ave., Ste 110 INSURER C: Irvine, CA 92612 INSURER D: PERSONAL &ADV INJURY $ 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 CONTRACTOR 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 TYPE OF INSURANCE ADDLSUBR INSR IWVD POLICY NUMBER POLICY EFF MMIDDIYYYY POLICY EXP MMIOD/YYYV LIMITS GENERAL LIABILITY OCCURRENCE $ EEAACC�HH PREMISES R o w ance $ COMMERCIAL GENERAL LIABILITY MED EXP(Any one person) $ CLAIMS -MADE E] OCCUR PERSONAL &ADV INJURY $ GENERAL AGGREGATE $ I�1�y�y r(,r� 5 J,0 a,es rl V GEN'LAGGREGATE LIMIT APPLIES PER PRODUCTS - COMPIOP AGG $ POLICY jEI LOC ayyq) �.�yI L�-° A S VV ll AUTOMOBILE LIABILITY -- COMBINED SINGLE LIMIT Es accident $ BODILY INJURY (Per person) $ ANY AUTO ALL OWNED SCHEDULED AUTOS AUTOS HIRED AUTOS A T03WNED .- e'1LT f.., &l1Ta S A,SS1Sta111 Stl "'1 "`~ �1rV �{ BODILY INJURY (Per accitlent) $ PROPERTY nt DAMAGE $ $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAB CLAIMS -MADE DEO RETENTION$ $ A WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANY PROPRIETORIPARTNERIEXECUTIVE OFFICERIMEMBER EXCLUDED? ® NIA X 08WEEG7293 0111312013 01113/2014 X I WC STATU- OTH- S E.L. EACH ACCIDENT $1000,000 F.L. DISEASE - EA EMPLOYEE $1,000,000 (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L DISEASE - POLICY LIMIT 1 $1,000,000 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if more space is required) Blanket Waiver of Subrogation where permitted, or where required by written Contract, Agreement or Permit. Reference: SARTC Parking Plan City of Santa Ana SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN 20 Civic Center PlaZa(M -30) P.O. ACCORDANCE WITH THE POLICY PROVISIONS. BOX 1988 Santa Ana, CA 92702.0000 AUTHORIZED REPRESS ��EENTATIIVEEp 0..6— © 1988 -2010 ACORD CORPORATION, All rights reserved. ACORD 25 (2010/05) 1 of 1 The ACORD name and logo are registered marks of ACORD #S8772941M855279 CW001 CERTIFICATE OF LIABILITY INSURANCE 04/16/2013 04/10/2013 THIS 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 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 Pro -Form Sinclair Professional 15 Allstate Parkway, Suite 310 NAME CONCT Dafna Warshager AIONNO Ez :9O5- 305 -1054 qIC, No :9O5- 305 -1093 Markham, ON L3R 5134 E -MAIL ADDRESS: 9 dafna.warsha er hubinternational.com INSURERS AFFORDING COVERAGE NAIC N US000085371_113A INSURER AXLE Insurance America, Inc. 24554 EACH OCCURRENCE NSURED IBI Group INSURER B: X COMMERCIAL GENERAL LIABILITY INSURER C 18401 Von Karman Avenue, Suite 110 Irvine, CA 92612 INSURER D D M E PREMISES (Ea occurrence) INSURER E CLAIMS -MADE M OCCUR INSURER F COVERAGES CERTIFICATE NUMBER:Y9ZXMYGK 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 CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE 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 TYPE OF INSURANCE ADOL SUBR POLICY NUMBER POLICY EFF MMIDDNYYY POLICY EXP MMIDDI YYY LIMITS A GENERAL LIABILITY US000085371_113A 04/30/2013 04/30/2014 EACH OCCURRENCE $ 1,000,000 X COMMERCIAL GENERAL LIABILITY D M E PREMISES (Ea occurrence) $ 300,000 CLAIMS -MADE M OCCUR MED EXP(Any one person) $ 5,000 PERSONAL& ADV INJURY $ 1,000,000 X Contractual Liability GENERAL AGGREGATE $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER'. PRODUCTS - COMP /OP AGG $ 2,000,000 X PGUGY PRO- JET LOC $ 1,000,000 AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident $ BODILY I NJURY(Per person) $ ANY AUTO ALL OWNED SCHEDULED AUTOS AUTO S BODILY INJURY (Per accident) $ NON -OWNED HIRED AUTOS AUTOS PROPERTY DAMAGE Per accident $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAB CLAIMS -MADE LED i I RETENTION$ $ WORKERS COMPENSATION ANDEMPLOYERS'LIABILITY YIN WC STATU- OTH - TORYLIMITS ER E.L. EACH ACCIDENT $ ANY PROPRIETOR /PARTNERIEXECUTIVE ❑ OFFICER /MEMBER EXCLUDED? NIA E.L. DISEASE - EA EMPLOYEE $ (Mandatory in NH) If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (Attach ADD RD 101, Additional Remarks Schad of e, if more space Is required) Santa Ana Station District Visioning Concept Design & Analysis; Project # 29614 "The City of Santa Ana" are added as additional insured to Commercial General Liability and /or Umbrella Liability only, but only with respect to liability arising out of the operations of the named insured. The Insurer will provide the Certificate Holder with thirty (30) days written notice of cancellation of the policy. Limits shown are in US Dollars City of Santa Ana 20 Civic Center Plaza (M -30) P.O. Box 1988 Santa Ana, CA 92702 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATETHEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE W ITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE reserved. ACORD 25 (2010105) The ACORD name and logo are registered marks of ACORD A Y^f� w`A F✓ CERTIFICATE OF LIABILITY INSURANCE DATE (MM /2013 V) 04/10/2013 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 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 Pro -Form Sinclair Professional 15 Allstate Parkway, Suite 310 CONTACT Dafna WafShagef NAME: A GNNO Ext ; 905- 305 -1054 n%C No : 905- 305 -1093 Markham, ON L3R 5134 E -MAIL dafha hubinternatlonal.com 9 er ADDRESS: dafna.mrshager@hubinternational.com INSURER(S) AFFORDING COVERAGE NAIC a US00008537LI13A INSURER A :XL Insurance America, Inc. 24554 EACH OCCURRENCE INSURED BI Group INSURER 5:XL Specialty Insurance Company 37885 INSURER C: X COMMERCIAL GENERAL LIABILITY 18401 Von Karmen Avenue, Suite 110 Irvine, CA 92612 INSURER D INSURER E: CLAIMS -MADE FxIOCCUR INSURER F: COVERAGES CERTIFICATE NUMBER:MHWF7NSF 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 CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BYTHE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. NSR R TYPE OF INSURANCE ADDL U D POLICY NUMBER POLICY NYYV MM /DDIIYYYY LIMITS A GENERAL LIABILITY US00008537LI13A 04130/2013 04/30/2014 EACH OCCURRENCE $ 1,000,000 PREMISES Ea occurrence $ 100,000 X COMMERCIAL GENERAL LIABILITY CLAIMS -MADE FxIOCCUR MED EXP(Any one person) $ 5,000 PERSONAL &ADV INJURY $ 1,000,000 X Contractual Liability GENERAL AGGREGATE $ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: PRODUCTS - COMP /OP AGO $ 1,000,000 X POLICY PRO- LOC ECT $ 1,000,000 AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident BODILY INJURY (Per person) $ ANYAUTO ALL OWNED SCHEDULED AUTOS AUTOS BODILY INJURY (Per accident) $ NON -OWNED HIRED AUTOS AUTOS PROPERTY DAMAGE Per accident $ UMBRELLA LIAB OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAB CLAIMS -MADE DED RETENTION$ $ WORKERS COMPENSATION AND AND EMPLOYERS'LIABILITY YIN TWO STATU- OTH- TORY LIMITS EL EACH ACCIDENT $ ANY PROPRIETOR /PARTNER /EXECUTIVE OFFICER/MEMBER EXCLUDED? ❑ NIA E, L. DISEASE - EA EMPLOYEE $ (Mandatory in NH) III satrap under IPTION OF OPERATIONS below I E.L. DISEASE - POLICY LIMIT 1 $ B Professional Liability Insurance DPR 9707260 04/30/2013 04/30/2014 Each Claim 1,000,000 Annual Aggregate $ 1,000,000 $ DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (Attach ACORD 101, Additl on al Remarks Schedule, If more space Is pass red) Project 32961 SARTC Parking Plan "City of Santa Ana, it officers, employees, agents, volunteers and representatives" are added as additional insured to Commercial General Liability and /or Umbrella Liability only, but only with respect to liability arising out of the operations of the named insured. With respect to Commercial General Liability /Non -Owned Auto, the policy described above shall apply as primary for the operations of the Named Insured on behalf of the City of Santa Ana. The Insurer will provide the Certificate Holder with thirty (30) days written notice of cancellation of the policy. Limits shown are in US Dollars. CERTIFICATE HOLDER CANCELLATION Page 1 of 1 ©1988 -2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010105) The ACORD name and logo are registered marks of ACORD SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Santa Ana AUTHORIZED REPRESENTATIVE 20 CIVIC Center Plaza (Ml P.O. Box 1988 Santa Ana, CA 92702 - Page 1 of 1 ©1988 -2010 ACORD CORPORATION. All rights reserved. ACORD 25 (2010105) The ACORD name and logo are registered marks of ACORD