HomeMy WebLinkAbout- CC-7 - Attachment 1 - 3/4/2018ATTACHMENT 1
PROFESSIONAL SERVICES AGREEMENT
CITY OF COSTA MESA
THIS AGREEMENT is made and entered into this 4th day of March, 2014, by and
between the CITY OF COSTA MESA, a municipal corporation ("City"), and KOA Corporation,
a California ("Consultant").
WITNESSETH:
A. WHEREAS, City proposes to utilize the services of Consultant as an independent
contractor to as more fully described in Consultant's Proposal attached as Exhibit "A"; and
B. WHEREAS, Consultant represents that it has that degree of specialized expertise
contemplated within California Government Code, Section 37103, and holds all necessary
licenses to practice and perform the services herein contemplated; and
C. WHEREAS, City and Consultant desire to contract for the specific services described in
Exhibit "A" (the "Project") and desire to set forth their rights, duties and liabilities in connection
with the services to be performed; and
D. WHEREAS, no official or employee of City has a financial interest, within the provisions
of California Government Code, Sections 1090-1092, in the subject matter of this Agreement.
NOW, THEREFORE, for and in consideration of the mutual covenants and conditions
contained herein, the parties hereby agree as follows:
1.0. SERVICES PROVIDED BY CONSULTANT
I.I. Scope of Services. Consultant shall provide the professional services described in
Consultant's Proposal, a copy of which is attached hereto as Exhibit "A" and incorporated herein
by this reference.
1.2. Professional Practices. All professional services to be provided by Consultant
pursuant to this Agreement shall be provided by personnel experienced in their respective fields
and in a manner consistent with the standards of care, diligence and skill ordinarily exercised by
professional consultants in similar fields and circumstances in accordance with sound
professional practices. It is understood that in the exercise of every aspect of its role, within the
scope of work, consultant will be representing the City of Costa Mesa, and all of its actions,
communications, or other work, during its employment, under this contract is under the direction
of the department. Consultant also warrants that it is familiar with all laws that may affect its
performance of this Agreement and shall advise City of any changes in any laws that may affect
Consultant's performance of this Agreement.
Consultant shall be solely and completely responsible for conditions of the job -site,
including safety of all persons and property during performance of the field work, and the
Consultant shall fully comply with all State, Federal and other laws, rules, regulations, and
orders relating to the safety of the public and workers.
Construction materials and equipment may only be stored in streets, roads, or sidewalk areas if
approved by the Engineer.
1.3. Performance to Satisfaction of City. Consultant agrees to perform all the work to
the complete satisfaction of the City and within the hereinafter specified. Evaluations of the
work will be done by the City Clerk or her designee. If the quality of work is not satisfactory,
City in its discretion has the right to:
(a) Meet with Consultant to review the quality of the work and resolve the
matters of concern;
(b) Require Consultant to repeat the work at no additional fee until it is
satisfactory; and/or
(c) Terminate the Agreement as hereinafter set forth.
1.4. Warrantv. Consultant warrants that it shall perform the services required by this
Agreement in compliance with all applicable Federal and California employment laws including,
but not limited to, those laws related to minimum hours and wages; occupational health and
safety; fair employment and employment practices; workers' compensation insurance and safety
in employment; and all other Federal, State and local laws and ordinances applicable to the
services required under this Agreement. Consultant shall indemnify and hold harmless City from
and against all claims, demands, payments, suits, actions, proceedings, and judgments of every
nature and description including attorneys' fees and costs, presented, brought, or recovered
against City for, or on account of any liability under any of the above-mentioned laws, which
may be incurred by reason of Consultant's performance under this Agreement.
1.5. Non-discrimination. In performing this Agreement, Consultant shall not engage
in, nor permit its agents to engage in, discrimination in employment of persons because of their
race, religion, color, national origin, ancestry, age, physical handicap, medical condition, marital
status, sexual gender or sexual orientation, except as permitted pursuant to Section 12940 of the
Government Code.
1.6. Non -Exclusive Agreement. Consultant acknowledges that City may enter into
agreements with other consultants for services similar to the services that are subject to this
Agreement or may have its own employees perform services similar to those services
contemplated by this Agreement.
1.7. Dele ation and Assignment. This is a personal service contract, and the duties set
forth herein shall not be delegated or assigned to any person or entity without the prior written
consent of City. Consultant may engage a subcontractor(s) as permitted by law and may employ
other personnel to perform services contemplated by this Agreement at Consultant's sole cost
and expense.
1.8. Confidentiality. Employees of Consultant in the course of their duties may have
access to financial, accounting, statistical, and personnel data of private individuals and
employees of City. Consultant covenants that all data, documents, discussion, or other
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information developed or received by Consultant or provided for performance of this Agreement
are deemed confidential and shall not be disclosed by Consultant without written authorization
by City. City shall grant such authorization if disclosure as required by law. All City data shall
be returned to City upon the termination of this Agreement. Consultant's covenant under this
Section shall survive the termination of this Agreement.
2.0. COMPENSATION AND BILLING
2.1. Compensation. As compensation for the provision of services outlined in Exhibit
"A" and in accordance with this agreement, Consultant shall be paid in accordance with the fee
schedule set forth in Exhibit "A," attached hereto and incorporated by reference. ConsuItant's
total compensation shall not exceed Sixty -Three Thousand Five -Hundred One Dollar and 381100
cents ($63,501.38). Consultant shall devote hours of staff time to complete the Project as detailed
in the Proposal.
2.2. Additional Services. Consultant shall not receive compensation for any services
provided outside the scope of services specified in the Consultant's Proposal or in an amount
exceeding the amount set forth in Section 2.1 unless the City or the Project Manager for this
Project, prior to Consultant performing the additional services, approves such additional services
in writing. It is specifically understood that oral requests and/or approvals of such additional
services or additional compensation shall be barred and are unenforceable.
2.3. Method of Billing. Consultant may submit invoices to City supervisor for
approval on a progress basis, but no more often than two times a month. Said invoice shall be
based on the total of all Consultant's services, which have been completed to City's sole
satisfaction as of the date, the invoice is created. City shall pay Consultant's invoice within forty-
five (45) days from the date City receives said invoice. Each invoice shall describe in detail, the
services performed, the date of performance, and the associated time for completion. Any
additional services approved and performed pursuant to this Agreement shall be designated as
"Additional Services" and shall identify the number of the authorized change order, where
applicable, on all invoices.
2.4. Records and Audits. Records of Consultant's services relating to this Agreement
shall be maintained in accordance with generally recognized accounting principles and shall be
made available to City or its Project Manager for inspection and/or audit at mutually convenient
times for a period of three (3) years from the Effective Date.
3.4. TIME OF PERFORMANCE
3.1. Commencement and Completion of Work. The professional services to be
performed pursuant to this Agreement shall commence within five (5) days from the Effective
Date of this Agreement. Said services shall be performed in strict compliance with the Project
Schedule approved by City as set forth in Exhibit "A," attached hereto and incorporated herein
by this reference. The Project Schedule may be amended by mutual agreement of the parties.
Failure to commence work in a timely manner and/or diligently pursue work to completion may
be grounds for termination of this Agreement.
3.2. Excusable Dela s. Neither party shall be responsible for delays or lack of
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performance resulting from acts beyond the reasonable control of the party or parties. Such acts
shall include, but not be limited to, acts of God, fire, strikes, material shortages, compliance with
laws or regulations, riots, acts of war, or any other conditions beyond the reasonable control of a
party -
4.0. TERM AND TERMINATION
4.1. Term. This Agreement shall commence on the Effective Date and continue for a
period of four years and three months ending on June 30'h, 2018 unless previously terminated as
provided herein or as otherwise agreed to in writing by the parties.
4.2. Notice of Termination. The City reserves and has the right and privilege of
canceling, suspending or abandoning the execution of all or any part of the work contemplated
by this Agreement, with or without cause, at any time, by providing written notice to Consultant.
The termination of this Agreement shall be deemed effectiveupon receipt of the notice of
termination. In the event of such termination, Consultant shall immediately stop rendering
services under this Agreement unless directed otherwise by the City.
4.3. Compensation. In the event of termination, City shall pay Consultant for
reasonable costs incurred and professional services satisfactorily performed up to and including
the date of City's written notice of termination. Compensation for work in progress shall be
prorated as to the percentage of work completed as of the effective date of termination in
accordance with the fees set forth herein. In ascertaining the professional services actually
rendered hereunder up to the effective date of termination of this Agreement, consideration shall
be given to both completed work and work in progress, to complete and incomplete drawings,
and to other documents pertaining to the services contemplated herein whether delivered to the
City or in the possession of the Consultant.
4.4. Documents. In the event of termination of this Agreement, all documents
prepared by Consultant in its performance of this Agreement including, but not limited to,
finished or unfinished design, development and construction documents, data studies, drawings,
maps and reports, shall be delivered to the City within ten (10) days of delivery of termination
notice to Consultant, at no cost to City. Any use of uncompleted documents without specific
written authorization from Consultant shall be at City's sole risk and without liability or legal
expense to Consultant.
5.0. INSURANCE
5.1. Minimum Scope and Limits of Insurance. Consultant shall obtain, maintain, and
keep in full force and effect during the life of this Agreement all of the following minimum
scope of insurance coverages with an insurance company admitted to do business in California,
rated "A," Class X, or better in the most recent Best's Key Insurance Rating Guide, and
approved by City:
(a) Commercial general liability, including premises -operations,
products/completed operations, broad form property damage, blanket
contractual liability, independent contractors, personal injury or bodily
injury with a policy limit of not less than One Million Dollars
4 PSA 14 G)
($1,000,000.00), combined single limits, per occurrence. If such insurance
contains a general aggregate limit, it shall apply separately to this
Agreement or shall be twice the required occurrence limit.
(b) Business automobile liability for owned vehicles, hired, and non -owned
vehicles, with a policy limit of not less than One Million Dollars
($1,000,000.00), combined single limits, per occurrence for bodily injury
and property damage.
(c) Workers' compensation insurance as required by the State of California.
Consultant agrees to waive, and to obtain endorsements from its workers'
compensation insurer waiving subrogation rights under its workers'
compensation insurance policy against the City, its officers, agents,
employees, and volunteers arising from work performed by Consultant for
the City and to require each of its subcontractors, if any, to do likewise
under their workers' compensation insurance policy.
5.2. Endorsements. The commercial general liability insurance policy and business
automobile liability policy shall contain or be endorsed to contain the following provisions:
(a) Additional insured. "The City of Costa Mesa and its elected and appointed
boards, officers, officials, agents, employees, and volunteers are additional
insureds with respect to liability arising out of activities performed by or
on behalf of the Consultant pursuant to its contract with the City; products
and completed operations of the Consultant; premises owned, occupied or
used by the Consultant; automobiles owned, leased, hired, or borrowed by
the Consultant."
(b) Notice. Said policy shall not terminate, be suspended, or voided, nor shall
it be cancelled, nor the coverage or limits reduced, until thirty (30) days
after written notice is given to City.
(c) Other insurance, "The Consultant's insurance coverage shall be primary
insurance as respects the City of Costa Mesa, its officers, officials, agents,
employees, and volunteers. Any other insurance maintained by the City of
Costa Mesa shall be excess and not contributing with the insurance
provided by this policy.
(d) Any failure to comply with the reporting provisions of the policies shall
not affect coverage provided to the City of Costa Mesa, its officers,
officials, agents, employees, and volunteers. The Consultant's insurance
shall apply separately to each insured against whom claim is made or suit
is brought, except with respect to the limits of the insurer's liability.
5.3. Deductible or Self Insured Retention. If any of such policies provide for a deductible
or self-insured retention to provide such coverage, City shall approve the amount of such
deductible or self-insured retention in advance. No policy of insurance issued as to which the
City is an additional insured shall contain a provision which requires that no insured except the
named insured can satisfy any such deductible or self-insured retention.
5.4. Certificates of Insurance: Consultant shall provide to City certificates of
insurance showing the insurance coverages and required endorsements described above, in a
form and content approved by City, prior to performing any services under this Agreement.
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5.5. Non -limiting: Nothing in this Section shall be construed as limiting in any way,
the indemnification provision contained in this Agreement, or the extent to which Consultant
may be held responsible for payments of damages to persons or property.
G.O. GENERAL PROVISIONS
6.1. Entire Agreement: This Agreement constitutes the entire Agreement between the
parties with respect to any matter referenced herein and supersedes any and all other prior
writings and oral negotiations. This Agreement may be modified only in writing, and signed by
the parties in interest at the time of such modification. The terms of this Agreement shall prevail
over any inconsistent provision in any other contract document appurtenant hereto, including
exhibits to this Agreement.
6.2. Representatives. The City Manager or his or her designee shall be the
representative of City for purposes of this Agreement and may issue all consents, approvals,
directives and agreements on behalf of the City, called for by this Agreement, except as
otherwise expressly provided in this Agreement.
Consultant shall designate a representative for purposes of this Agreement who
shall be authorized to issue all consents, approvals, directives and agreements on behalf of
Consultant called for by this Agreement, except as otherwise expressly provided in this
Agreement.
6.3. Project Managers. City shall designate a Project Manager to work directly with
Consultant in the performance of this Agreement.
Consultant shall designate a Project Manager who shall represent it and be its
agent in all consultations with City during the term of this Agreement. Consultant or its Project
Manager shall attend and assist in all coordination meetings called by City.
6.4. Notices: Any notices, documents, correspondence or other communications
concerning this Agreement or the work hereunder may be provided by personal
delivery, facsimile or mail and shall be addressed as set forth below. Such
communication shall be deemed served or delivered: a) at the time of delivery if
such communication is sent by personal delivery; b) at the time of transmission if
such communication is sent by facsimile; and c) 48 hours after deposit in the U.S.
Mail as reflected by the official U.S, postmark if such communication is sent
through regular United States mail.
IF TO CONSULTANT:
IF TO CITY:
KOA Corp. City of Costa Mesa
2141 W. Orangewood Avenue, Ste, A 77 Fair Drive
Orange, CA 92868 Costa Mesa, CA 92626
Tel: 714/573-0317 Tel: 7141754-5017
Fax: 7141573-9534 Fax: 7141754-5028
Attn: David Cho
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6.5. Drug-free Workplace Policy. Consultant shall provide a drug-free workplace by
complying with all provisions set forth in City's Council Policy 100-5, attached hereto as Exhibit
"B" and incorporated herein by reference. Consultant's failure to conform to the requirements
set forth in Council Policy 100-5 shall constitute a material breach of this Agreement and shall
be cause for immediate termination of this Agreement by City.
6.6. Attorneys' Fees: In the event that litigation is brought by any party in connection
with this Agreement, the prevailing party shall be entitled to recover from the opposing party all
costs and expenses, including reasonable attorneys' fees, incurred by the prevailing party in the
exercise of any of its rights or remedies hereunder or the enforcement of any of the terms,
conditions, or provisions hereof.
6.7. Governing Law: This Agreement shall be governed by and construed under the
laws of the State of California without giving effect to that body of laws pertaining to conflict of
laws. In the event of any legal action to enforce or interpret this Agreement, the parties hereto
agree that the sole and exclusive venue shall be a court of competent jurisdiction located in
Orange County, California.
6.8. Assi ent: Consultant shall not voluntarily or by operation of law assign,
transfer, sublet or encumber all or any part of Consultant's interest in this Agreement without
City's prior written consent. Any attempted assignment, transfer, subletting or encumbrance
shall be void and shall constitute a breach of this Agreement and cause for termination of this
Agreement. Regardless of City's consent, no subletting or assignment shall release Consultant of
Consultant's obligation to perform all other obligations to be performed by Consultant hereunder
for the term of this Agreement.
6.9. Indemnification and Hold Harmless Consultant agrees to defend, indemnify, hold
free and harmless the City, its elected officials, officers, agents and employees, at Consultant's
sole expense, from and against any and all claims, actions, suits or other legal proceedings
brought against the City, its elected officials, officers, agents and employees arising out of the
performance of the Consultant, its employees, and/or authorized subcontractors, of the work
undertaken pursuant to this Agreement. The defense obligation provided for hereunder shall
apply without any advance showing of negligence or wrongdoing by the Consultant, its
employees, and/or authorized subcontractors, but shall be required whenever any claim, action,
complaint, or suit asserts as its basis the negligence, errors, omissions or misconduct of the
Consultant, its employees, and/or authorized subcontractors. Notwithstanding the foregoing, the
Consultant shall not be liable for the defense or indemnification of the City for claims, actions,
complaints or suits arising out of the sole active negligence or willful misconduct of the City.
This provision shall supersede and replace all other indemnity provisions contained either in the
City's specifications or Consultant's Proposal, which shall be of no force and effect.
6.10. Independent Contractor. Consultant is and shall be acting at all times as an
independent contractor and not as an employee of City. Consultant shall have no power to incur
any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent.
Neither City nor any of its agents shall have control over the conduct of Consultant or any of
Consultant's employees, except as set forth in this Agreement. Consultant shall not, at any time,
7 PSA 11 IOU
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or in any manner, represent that it or any of its or employees are in any manner agents or
employees of City. Consultant shall secure, at its sole expense, and be responsible for any and all
payment of Income Tax, Social Security, State Disability Insurance Compensation,
Unemployment Compensation, and other payroll deductions for Consultant and its officers,
agents, and employees, and all business licenses, if any are required, in connection with the
services to be performed hereunder. Consultant shall indemnify and hold City harmless from any
and all taxes, assessments, penalties, and interest asserted against City by reason of the
independent contractor relationship created by this Agreement. Consultant further agrees to
indemnify and hold City harmless from any failure of Consultant to comply with the applicable
worker's compensation laws. City shall have the right to offset against the amount of any fees
due to Consultant under this Agreement any amount due to City from Consultant as a result of
Consultant's failure to promptly pay to City any reimbursement or indemnification arising under
this paragraph.
6.11. PERS Eligibility Indemnification. In the event that Consultant or any employee,
agent, or subcontractor of Consultant providing services under this Agreement claims or is
determined by a court of competent jurisdiction or the California Public Employees Retirement
System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant
shall indemnify, defend, and hold harmless City for the payment of any employee and/or
employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or
subcontractors, as well as for the payment of any penalties and interest on such contributions,
which would otherwise be the responsibility of City.
Notwithstanding any other agency, state or federal policy, rule, regulation, law or
ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors
providing service under this Agreement shall not qualify for or become entitled to, and hereby
agree to waive any claims to, any compensation, benefit, or any incident of employment by City,
including but not limited to eligibility to enroll in PERS as an employee of City and entitlement
to any contribution to be paid by City for employer contribution and/or employee contributions
for PERS benefits.
6.12. Cooperation. In the event any claim or action is brought against City relating to
Consultant's performance or services rendered under this Agreement, Consultant shall render
any reasonable assistance and cooperation, which City might require.
6.13. Ownership of Documents. All findings, reports, documents, information and data
including, but not limited to, computer tapes or discs, files and tapes furnished or prepared by
Consultant or any of its subcontractors in the course of performance of this Agreement, shall be
and remain the sole property of City. Consultant agrees that any such documents or information
shall not be made available to any individual or organization without the prior consent of City.
Any use of such documents for other projects not contemplated by this Agreement, and any use
of incomplete documents, shall be at the sole risk of City and without liability or legal exposure
to Consultant. City shall indemnify and hold harmless Consultant from all claims, damages,
losses, and expenses, including attorneys' fees, arising out of or resulting from City's use of such
documents for other projects not contemplated by this Agreement or use of incomplete
documents furnished by Consultant. Consultant shall deliver to City any findings, reports,
documents, information, data, in any form, including but not limited to, computer tapes, discs,
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files audio tapes or any other Project related items as requested by City or its authorized
representative, at no additional cost to the City.
6.14. Public Records Act Disclosure; Consultant has been advised and is aware that all
reports, documents, information and data including, but not limited to, computer tapes, discs or
files furnished or prepared by Consultant, or any of its subcontractors, and provided to City may
be subject to public disclosure as required by the California Public Records Act (California
Government Code Section 6250 et. seq.). Exceptions to public disclosure may be those
documents or information that qualifies as trade secrets, as that term is defined in the California
Government Code Section 6254.7, and of which Consultant informs City of such trade secret.
The City will endeavor to maintain as confidential all information obtained by it that is
designated as a trade secret. The City shall not, in any way, be liable or responsible for the
disclosure of any trade secret including, without limitation, those records so .marked if disclosure
is deemed to be required by law or by order of the Court.
6.15. Conflict of Interest. Consultant and its officers, employees, associates and
subconsultants, if any, will comply with all conflict of interest statutes of the State of California
applicable to Consultant's services under this agreement, including, but not limited to, the
Political Reform Act (Government Code Sections 8 10 00, e_ t seq.) and Government Code Section
1090. During the term of this Agreement, Consultant and its officers, employees, associates and
subconsultants shall not, without the prior written approval of the City Representative, perform
work for another person or entity for whom Consultant is not currently performing work that
would require Consultant or one of its officers, employees, associates or subconsultants to
abstain from a decision under this Agreement pursuant to a conflict of interest statute.
6.16. Responsibility for Errors. Consultant shall be responsible for its work and results
under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation
as may be required by the City's representative, regarding any services rendered under this
Agreement at no additional cost to City. In the event that an error or omission attributable to
Consultant occurs, then Consultant shall, at no cost to City, provide all necessary design
drawings, estimates and other Consultant professional services necessary to rectify and correct
the matter to the sole satisfaction of City and to participate in any meeting required with regard
to the correction.
6.17. Prohibited Employment. Consultant will not employ any regular employee of
City while this Agreement is in effect.
6.18. Order of Precedence. In the event of an inconsistency in this Agreement and any
of the attached Exhibits, the terms set forth in this Agreement shall prevail. If, and to the extent
this Agreement incorporates by reference any provision of any document, such provision shall be
deemed a part of this Agreement. Nevertheless, if there is any conflict among the terms and
conditions of this Agreement and those of any such provision or provisions so incorporated by
reference, this Agreement shall govern over the document referenced.
6.19. Costs. Each party shall bear its own costs and fees incurred in the preparation and
negotiation of this Agreement and in the performance of its obligations hereunder except as
expressly provided herein.
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6.20. No Third Pg!. Beneficiary Rights. This Agreement is entered into for the sole
benefit of City and Consultant and no other parties are intended to be direct or incidental
beneficiaries of this Agreement and no third party shall have any right in, under or to this
Agreement.
6.21. Headings. Paragraphs and subparagraph headings contained in this Agreement
are included solely for convenience and are not intended to modify, explain or to be a full or
accurate description of the content thereof and shall not in any way affect the meaning or
interpretation of this Agreement.
6.22. Construction. The parties have participated jointly in the negotiation and drafting
of this Agreement. In the event an ambiguity or question of intent or interpretation arises with
respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties
and in accordance with its fair meaning. There. shall be no presumption or burden of proof
favoring or disfavoring any patty by virtue of the authorship of any of the provisions of this
Agreement.
6.23. Amendments. Only writing executed by the parties hereto or their respective
successors and assigns may amend this Agreement.
6.24. Waiver. The delay or failure of either parry at any time to require performance or
compliance by the other of any of its obligations or agreements shall in no way be deemed a
waiver of those rights to require such performance or compliance. No waiver of any provision of
this Agreement shall be effective unless in writing and signed by a duly authorized representative
of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy
in respect to any occurrence or event shall not be deemed a waiver of any right or remedy in
respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.
6.25. Severability. If any provision of this Agreement is determined by a court of
competent jurisdiction to be unenforceable in any circumstance, such determination shall not
affect the validity or enforceability of the remaining terms and provisions hereof or of the
offending provision in any other circumstance. Notwithstanding the foregoing, if the value of
this Agreement, based upon the substantial benefit of the bargain for any party, is materially
impaired, which determination made by the presiding court or arbitrator of competent
jurisdiction shall be binding, then both parties agree to substitute such provision{s} through good
faith negotiations.
6.26. Counterparts. This Agreement may be executed in one or more counterparts, each
of which shall be deemed an original. All counterparts shall be construed together and shall
constitute one agreement.
6.27. Corporate Authority_. The persons executing this Agreement on behalf of the
parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said
parties and that by doing so the parties hereto are formally bound to the provisions of this
Agreement.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by
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and through their respective authorized officers, as of the date first above written.
CITY OF COSTA MESA,
A municipal corporation
Mayor of City of Costa Mesa
Director of Public Services
CONSULTANT
Signature
Name and Title
Social Security or Taxpayer ID Number
APP ROV S TO F RM:
/I 4A V I--,
City A orney
APPROVED AS TO INSURANCE:
Risk Management
APPROVED AS TO CONTENT:
Project Manager
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Date:
Date:
Date:
Date:
Date:
Date:
PSA 11
EXHIBIT A
CITY'S REQUEST FOR PROPOSAL
12 PSA 11
December 2, 2013
CITY OF COSTA MESA
CALIFORNIA 82626-1200 P.O. Sox 1200
FROM THE OFFICE OF THE TRANSPORTATION SERVICES MANAGER
SUBJECT: REQUEST FOR PROPOSALS — PROFESSIONAL ENGINEERING
SERVICES FOR CITYWIDE SCHOOL ZONE TRAFFIC CALMING
PROJECT
Dear Consultant:
The City of Costa Mesa is requesting proposals for professional services for engineering design
and implementation of the Citywide School Zone Traffic Calming Project in the vicinity of
fifteen (15) schools. The City has been awarded Federal Safe Route to School (SRTS) funds for
the implementation of this project. The scope of services generally consists of preparation of
construction plans and specifications, student tally and parent surveys, and preparation of all
Federal forms to obtain State and Federal E-76 certification. The project is structured in four
phases:
Phase 1: Engineering Design Plans, Specifications, and Estimates
Phase 2: Before and After Student Tally/Parent Surveys
Phase 3. Environmental Analysis and Approval
Phase 4: Federal Approval for Construction and Constriction Support
BACKGROUND
In 2011, the City was awarded Federal Safe Route to School (SRTS) fiends to implement traffic
calming measures in the vicinity of fifteen (15) schools in Costa Mesa. The goal of the project is
to improve safety of pedestrians travelling to and from local schools and traversing arterial
routes. The proposed improvements consist of the following:
• Installation of twenty-one (2 1) radar speed feedback signs
• Installation of ten (10) school flashers
Installation of two hundred and four (204) pedestrian countdown signal heads
Striping and signage enhancements
The full list of improvements, locations, and target schools is included in Attachment 1. The
radar speed feedback signs and school zone flashers will be solar -powered and would
incorporate intelligent technology to assure that traffic calming applications are activated during
appropriate school times when children are present. The devices should be equipped to collect
speed and volume data and establish communication to the Costa Mesa Traffic Operations
1
77 FAIR DRIVE
PHONE: (714) 754-5343 - TDO: (714) 754-5244 - www.co6tame8aca.gov
Center. light emitting diode (LED) pedestrian countdown heads shall be installed at Signalized
intersections adjacent to targeted schools per the attached list.
Consultant shall review striping and signage in the vicinity of the following schools and
recommend any enhancements that could be considered for implementation. Examples of
striping and signage enhancements that could be considered are ladder crosswalks, school zone
signs, high visibility warning signs, pedestrian yield signs, bus loading zone signs, enhanced
pavement legends, and others as recommended by Consultant and reviewed by City. All traffic
calming devices and installations shall conform to the latest State of California Department of
Transportation (Caltrans) standards and Caltrans Manual of Uniform Traffic Control Devices
(Cil MUTCD).
• Davis Elementary School
Killybrooke Elementary School
Mariners Elementary School
• Pomona Elementary School
• Rea Elementary School
* Sonora Elementary School
+ Victoria Elementary School
# Whittier Elementary School
SCOPE OF SERVICES
The project scope generally includes engineering design of traffic calming measures in the
vicinity of fifteen (15) schools in Costa Mesa and obtaining Federal and State E-76 clearance for
authorization for construction.
PHASE I -- Plans, Specrfieatpon s. & Estimates
This phase includes the preparation of plans and specifications necessary to construct the project.
The consultant is expected to meet twice a month with City staff to discuss the various design
elements, 'Phis task includes, but not limited to the following:
1. Prepare design plans for installation of traffic calming devices and signing and striping
plans on standard 24" x 36" mylar. Electronic CAD files compatible with AutoCAD
2007 and other document files shall be delivered to City. Plans are to be fully detailed to
advertise and construct the project. Design plans shall include installation details for
radar speed feedback signs, school flashers, and pedestrian countdown heads. Signing
and striping plans shall be developed as directed by City.
2. Perform all necessary research to establish precise location of all utilities and utility
casements. Coordinate with all utility companies to determine the nature and location of
all possible relocations and associated costs. Determine where interfaces with existing
facilities will occur as a result of the implementation of this project. Consult with
affected utility companies requiring relocations, and resolve any conflicts, keeping City
staff informed in writing, including the possibility of undergrounding utilities presently
on poles along the project area. Comply with Caltrans "Manual on High and Low Risk
Underground Facilities within Highway Rights -of -Way."
2
0
3. For budgeting; purposes, submit to the City preliminary construction estimates and a
monthly update of the estimates as design work progresses. Prepare final detailed
construction quantity and cost estimate.
4. Obtain final design approval from the City, and comply with all applicable requirements.
Complete project contract documents and special provisions in a format consistent with
current City projects and in conformance with State and Federal guidelines.
Specifications for traffic calming devices will be developed by the consultant in
coordination with City staff. A copy of the construction contract agreement will be
furnished by the City.
6. The Consultant will be requested to review and approve addenda and provide
clarification to plans and specifications. Consultant shall attend the pre -construction
meeting, and shall be available for consultation and assistance during; construction of the
project to clarify or explain items relating to the design. The consultant will also be
responsible for preparation of final as -built plans.
The selected consultant shall include all additional items necessary to achieve completion and
approval of the final design plans and specifications.
PRASE H --- Before and A ter Student Tall /Parent Surveys
This phase includes conducting evaluations at each targeted school in accordance with Caltrans
Local Assistance Safe Route to Schools guidelines. Student Travel Tallies and Parent Surveys
are required prior to and after implementing the project. Consultant will be required to
coordinate with Newport Mesa Unified School District and each targeted school for completing
all surveys. Consultant shall submit collected survey data to National Center for Safe Route to
School for processing. Consultant shall summarize the findings of the survey and submit copies
of all survey forms, materials, correspondence, and related documents to City. Guidelines for
conducting surveys are attached as Attachment 2.
PHASE III - Environmental Analysis and Approval
This phase includes the preparation of a Preliminary Environmental Studies (PFS) document
analyzing and describing; environmental impacts and mitigations of the proposed project,
meeting California Environmental Quality Act (CEQA) and National Environmental Policy Act
(NEPA) requirements. As this project is federally funded, Caltrans will review and approve all
environmental documents. All associated work required to receive environmental compliance
shall be included within the subject scope of services, including; the preparation of field Review
form, Acrial Deposited Lead (ADL) study, and other environmental studies as required, copying,
distribution/maiEng of notices, and providing all materials and services as necessary. The
consultant shall submit copies of the environmental document, associated technical reports, and
other materials to the City and Caltrans review, and address all elements to obtain Caltrans
environmental clearance for implementing the project.
PRASE IV -- Caltrans Construction Author& ation fornu
The consultant will be responsible for preparing all Federal forms including the Request for
Authorization to Proceed with Construction, PS&E Certification, and the subject PS&E package
to Caltrans Local Programs. The consultant shall efficiently address all project components as
required to obtain State and Federal E-76 Certification.
Quality Assurance/Quality Control - Quality Control shall be consistently and thoroughly
applied throughout project development. Assigned QA/QC staff shall be technically well
qualified to conduct the appropriate level of oversight, and demonstrate a concerted and
sustained commitment to provide a high quality product. Concise written records shall be
maintained by the Consultant on all activities. Firms considering proposal submittals are
requested to have an in-house technical level of expertise to professionally address all aspects of
the project.
Project Design meetings shall be held twice a month. The consultant shall be responsible for
preparing meeting agendas, minutes, and presentation materials. A Critical Path Method (CPM)
network, based on activities to support all project milestones and subtasks shall be prepared. The
information will be in the form of a bar chart and show a deliverables schedule and other
relevant data needed for the control of work, for City review of the work status, and
accomplishments occurring each month.
Content o Pro oral
It is requested that the following be submitted with your proposal:
1. Project Understanding - provide a brief review of the project and any suggestions you might
have to expedite the project or special concerns of which the City should be advised.
2. Work Plan -- define the project approach, team assignments, and products.
3. Schedule -- provide: a detailed schedule indicating stages of work and time frames.
d. An organization chart and staffing plan identifying personnel on this project, a brief resume
on each individual (two pages maximum per person) and recent projects on which they have
worked of similar type. Identify the project manager with a detailed resume, and the
individual authorized to negotiate the contract on behalf of the consulting firm,
5. A listing of similar projects that your firm has completed within the last five years.
Information should include a description of work, year completed, cost, and agency/client
name along with the agency contact person.
b, Comply with Professional Services Agreement requirements (see Attachment 3),
7. Submittal of three (3) duplicate proposals.
Fee Schedule
The professional services contract will not be awarded based upon competitive bidding, and it is
desired that fees be submitted separately. The fee schedule should show the hourly cost of
personnel per task under each phase, with a total not -to -exceed amount for the project. The
consultant's cost proposal for the prime and subcontractors should contain a breakdown of all
cost components including labor base rate, other direct costs, overhead, and fees. It is requested
that the fee, including all meetings, reproduction, materials, mailings, and associated project
,... a.:...........:a•r:t.ix; Y,i.:eF.
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,a<,E,z4.>,ai-s:xi�3.isS....».r.<..st.>«r.„€§�.>c.tCw�Sa.u6 %,.ssce3a•4;d�io:r.�iC€is, .s im, s v.. ,� ��...«a;r5t.,.,�.S.,E;�r° -..,s a, •,�a•$.ar-.-.s x '{�i�` a . _s :.< :%P'uaa . 6�?i!� ,r a.., "?j;: ;"3,� s,s,.
saw ��., ., a„§ °. i.w,r':" Ait@z:Ec;a.-.,>,§a'•a..��a4a;,SFses4.&�,...n..r_s.....,m._a�x. :isa6�� 5.a ��a'-,�,=i:�4S4w.a °?9✓>.3'-ass t�.¢aNw.3?uius§;.�ri,.x...<0�'.u� ���csz.i�a�„:.�l�as„o`ogi�i3ts's4s”-�:"x'�.,,aea���t.
Sincerely,
Raja Sethuraman, Manager
Transportation Services
Attachments: 1 - Proposed Improvements
2 - Student Travel Tally and Parent Survey Guidelines
3 - Sample Professional Services Agreement
4 - Exhibit 10-D1 and DBE Requirements
c: Ernesto Munoz, Public Services Director
Pritam Deshmukh,, Associate Engineer
David Cho, Assistant Engineer
0
ATTACHMENT 1
SRTS Ocie 3 Citywide School Zone Traffic Calming
Summary of Traffic Calming Devices
Radar Saeed Feedback Signs
Street Cross Street Direction Type of Installation Targeted School
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
24
21
Adams
Placentia
Westbound
Replacement
Adams
Adams
Shantar
Eastbound
Replacement
Adams
California
Michigan
Southbound
New
CaliforniarTewinkle
Baker
Labrador
Eastbound
New
CalifornialTewinkle
Baiter
Labrador
Westbound
New
CalifomiaTTewinkle
Fairview
Wake Forest
Northbound
New
Colle a Park
Fairview
Loyola
Southbound
New
Colle a Park
Wilson
Columbia
Westbound
'New
Colle a Park
Wilson
College
Eastbound
New
Coll2ge Park
Arlington
Juni ero
Westbound
New
Davis
Arlington
Juni ero
Eastbound
New
Davis
Fairview
Monitor
Southbound
New
Davis
Fairview
Arlington
Northbound
New
Davis
Irvine
1 Sth
Northbound
New
Mariners
Irvine
113th
Southbound
New
Mariners
Mendoza
Baker
Soutbound
New
Sonora
Bear
St. Claire
Northbound
New
Sonora
Placentia
Fairview Park
Southbound
New
Wilson
Placentia
Wilson
Northbound
Relacement
Wilson
Placentia
Wilson
Southbound
Replacement
Wilson
Wilson
Placentia
1westbound
lReplacement
lWilson
School Flashers
Street Cross Street Direction Type of Installation Targeted School
1
2
3
4
6
6
7
8
9
1D
Baker
Labrador
Eastbound
Replacement
Califomia[Tewinkle
Balzer
Labrador
Westbound
Replacement
Califomiaffewinkle
Kill brooke
Belfast
Northbound
New
Kill brooke
Kill brooke
Garlin ford
Southbound
New
Kill brooke
Sonora
La Salle
Eastbound
New
Sonora
Velasco
Santiago
Southbound
New
Sonora
Victoria
Canyon
Eastbound
Replacement
Victoria
Victoria
National
Westbound
Replacement
Victoria
Placentia
18th
Northbound
Replacement
Whittier
Placentia
18th
Southbound
Replacement
Whittier
LED Pedestrian Countdown Heads
Intersection Quantity_____Targeted School
Adams Albatross/Shantar 8 Adams
Adams Placentia 6 Adams
Adams Mesa Verde East 1 6 Adams
Page 1 of 2
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.. . . ......... _,.,.. ,,.d,....:.._ s .. , e.. ., ....., . E: E. e; e'.«3.: « .. ae =:x P.=Et.q �..
;9..... �_. 3 .. r. »f, €.... _: ,.r.. =E. _..... ._ >h,....5 fl.=i. _,....'Y..._....,, 9 iS=.6t L.Y.3 Y:::: N.. «.3>. .. u4 .-E>. .T.. ».F>. b 9'° s:18:8
,�.�,..,.......«..� .., .., x..s... .. r ,.c , ..a., °a ;:; E: 46 »x:1,2", H9e: a
..�,.,,, 3. w, F.�s,fl..,�rr .._ 5� »..,..» ...,a , >€Rm E E�,a.. »® n;; E x .: .,m.. ` anRE ,YES$��a�°zm a, u?�.zu �°�t'-"rm,� � Ems= ; sa as ew�H a$a;3,gz 7 � �
8
9
10
11
12
13
14
16
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
intersection (quantity Targeted School
Harbor
Mesa Verde East
4
Adams
Harbor
Merrimac
4
Adams
Harbor
Fairview
4
Adams
Pair
Vanguard
8
Colle a Park
Fair
Fairview
8
College Park
Fair
Loyola
8
College Park
Irvine
20thIHi hland
8
Mariners
Irvine
17th
8
Mariners
Baker
Coolidge
4
Paularino.
Baker
Mendoza
4
Paularino
Baker
Babb
6
Paularino
Baker
Milbro
8
Paularino
Baker
Bear
6
Paularino
Bear
Paularino
8
Paularino
Bear
South Coast
8
Paularino
South Coast
Metropointe East
4
Paularino
South Coast
Metro ointe West
4
Paularino
Victoria
Placentia
8
Pomona/Rea
Victoria
Pomona
8
Pomona/Rea
19th
Pomona
8
Pomona/Rea
19th
Placentia
8
Pomona/Rea
Victoria
!Canyon
4
Victoria
Victoria
National
4
Victoria
Suerior
17th
8
Whittier
Placentia
Fairview Paris
4
Wilson
Placentia
Estancia North
6
Wilson
Placentia
Estancia South
6
Wilson
Placentia
16th
8
Whittier
Santa Ana
Mesa
8
lWoodland
204
Page 2 of 2
ATTACHMENT 2
Instructions for Using the Student Travel Tally Saf eRoutes
Sheet and .Parent Survey and Options for
Entering the Data Collected
This document provides specific instructions on how to administer each data collection
tool. The table of contents below can help you identify where to find specific information.
Student Travel Tally Form Administration................................................................... 2
What is the Student Travel Tally form and who uses It? ............................................... 2
Downloading and printing the Tally Form ............................................ .................. ....... 2
When is the Student Travel Tally administered?.......................................................... 2
Parent Survey Administration ...................... __......................... .............................. ......4
What is the Parent Survey? .................. ............ ............................................................ 4
Downloading and printing the Parent Survey Form ...................................................... 4
Parent Survey administration options........................................................................... 4
Paper -base surveys........................................................................................... 4
Three ways to use the paper-based survey .............................................. 5
Onlinesurveys................................................................................................... 6
When is the Parent Survey administered?................................................................... 6
Data Entry Options for Student Travel Tally and Parent Survey ................................ 7
Option 1. Online data system................................................................................
Option 2. Centralized Data Entry (Mailing your questionnaire for processing). .. . .......... 7
If you have any questions, please contact the National Center for Safe Routes to School staff at
data@saferoutesi"fo.org
(October 2072)
40
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�1:,�.,��,a.�d.�.:�,n.:�,t„�x,�s�,�,,.�,�,as,��d��a�al�����s��.�„r,�,��..�;��_.G�...<,�i..�a_�,<gr:,:�z,d.,�i�iti�si��.�s.����'�o,a�z,w„�i4,�E�tt�a�E��:��=.za���;ifE'°
Student Travel Tally Form Administration
What is the Student Travel Tally form and who uses It?
The Student Travel Tally Form is a one-page sheet used to count the number of
students arriving to and departing from school by various travel modes (walk, bicycle,
bus, car etc.)
The form is designed to be administered by teachers or volunteers and takes
approximately five minutes each morning for two days. One Student Travel Tally Form
per classroom should be used for all K-8 classrooms in the school.
The information collected has many applications, including learning travel patterns and
estimating traffic congestion and environmental effects. Additionally, when gathered
before and after the SRTS activity or project, the count information can help local SRTS
programs measure any changes in walking, biking, and other forms of travel to and from
school.
Downloading and printing tate Tally Form
The Tally Sheet form can be downloaded from
http-11www.safe routesinf0„orQlresources/evaluation student-in-class-travel-talley.cfm
Forms should be printed at the highest resolution possible. A minimum resolution of 400
dots per inch should be used; most laser and inkjet printers meet this standard.
Resoiutlon under 300 dots per inch may prevent the forms from being readable by
scanning systems. If you are photocopying blank forms, the copy should be the same
size and have the same margins as the original—please do not reduce or enlarge the
size of the photocopied form.
When is the Student Travel Tally administered?
1. It is intended to be used on two days in the middle of a single week. By gathering
travel information for two days in the middle of the week, an accurate average of
student travel can be determined.
Counts should be conducted on anytwo days from Tuesday, Wednesday, or
Thursday. Counts should not be conducted on Mondays or Fridays. The following
combinations of days are acceptable:
*Tuesday and Wednesday
* Wednesday and Thursday
* Tuesday and Thursday
Version 2.0 (Revised October 2012) Pg 2 Safe Ro utes
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2. Weather conditions: For reporting purposes, counts are needed regardless of
weather conditions. For each day's morning and afternoon count, select the weather
condition that most closely matches the selection options on the form (Sunny, Rainy,
Overcast, Snow.)
3. The Student Travel Tally Sheet should be administered at least twice during the
school year unless otherwise instructed by your State's SRTS program.
A. First counts should be taken at some point during the second, third, or fourth
weeks of the school year. This count establishes the baseline measure for
that school.
*Please do not conduct counts daring weeks with special walking or
biking -related events, such as Walk to School Day. if your SRTS
program is conducting any events during the first three weeks of the school
year, please attempt to conduct travel counts before the SRTS event_
B. Second counts should be conducted during the last three weeks of the school
year. This count measures the change in travel behavior during the school
year. If a mid -year count (see below) was conducted, this end -of --year count
can also be used to evaluate the sustained effect of activities.
C. Mid -year counts are not required, but also might be useful,
1. A count conducted within 2-3 weeks of the completion of educational
events or encouragement and enforcement campaigns can be used to
measure immediate effects of these activities.
2. A mid -year count can also be used to understand the seasonal variation
in levels of walking and biking to and from school.
Version 2.0 (Revised October 2012) Pg 3 Safe Routes
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Parent Survey Administration
What is the Parent Survey?
The Parent Survey is a two-page questionnaire intended to collect information from
parents of K -81h graders about how their children travel to and from school, what barriers
there are to walking or biking to and from school, and their attitudes about walking and
biking to school. The questionnaire is available in English and Spanish.
The questionnaire takes 5 tol0 minutes to complete and one questionnaire should be
given per student household. If more than one child from the same school takes a
questionnaire home, the directions on the survey form ask the parent to fill out the
survey for the child with the next birthday from toady's date.
Local SRTS programs may be particularly interested in this information because it can
be used to help identify issues that need to be addressed to improve their SRTS
activities. Information from parents might also identify unexpected opportunities to
increase walking and biking to school.
Downloading and printing the Parent Survey Form
The Parent Survey form can be downloaded from
www.saferoutesinfo.org/resourceslevatuation parent-survey.cfm
Parent Survey administration options
The Survey can be administered to parents in two ways. using a paper-based
questionnaire or via an online questionnaire,
Paper-based surveys
Printed surveys should be printed at the highest resolution possible. A minimum
resolution of 400 dots per inch should be used; most laser and inkjet printers meet this
standard. Resolution under 300 dots per inch may prevent the forms from being
readable by scanning systems.
A. If you are photocopying blank forms, the copy should be the same size and
have the same margins as the original—please do not reduce or enlarge the
size of the photocopied form.
B. You can photocopy the 2 -page survey double -sided. Please make sure the
text on both sides should be oriented in the same direction, i.e. one side's text
is not upside down when you tum the survey over as if it were a page in a
book.
Version 2.0 (Revised October 2012) Pg 4 mail)` Routes
Ndlwnei In SecOel
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Three ways to use the paper-based survey
The paper-based survey was designed with three potential means of administration:
Option 1. Take -Home Administration. The survey is handed out or placed in
backpacks for students to take home. One idea is to tell the students that
tonight their the parents/guardians have homework and ask each student
to have hislher parentlguardian complete the questionnaire. Instructions:
1. Distribute copies of the survey to teachers for each classroom, so that all
parents will receive a copy of the survey.
2. Ask the students to bring the completed questionnaires back the next
day, but have the teachers accept later surveys for up to two weeks after
the surveys have been sent home.
Option 2. Assign survey as homework or extra credit for the student that involves
the student taking horse the questionnaire and filled out as part of an
interview with the parent. Instructions:
1. Distribute copies of the survey to teachers for each classroom, so that
all parents will receive a copy of the survey.
2. Teachers assign the surveys to be completed as part of a homework or
extra credit assignment. The students take the survey home and fill it
out during an interview with their parent, or along with their parents.
3. Ask the students to bring the completed questionnaires tack the next
day, but have the teachers accept later surveys for up to two weeks
after the surveys have been sent home.
Other homework approaches can also be used, as long as the standardized
questionnaire is used, and the parent provides the answers.
In many instances, curriculum changes or new homework assignments require
approval from the principal or a curriculum committee. Local SRTS programs
considering the homework approach should check on this potential issue early,
Oration 3. Deliver to parents during parent -teacher conferences. The survey can be
given to parents to complete and returned while they are waiting before
parent -teacher conferences. Alternatively, parents could take the survey
home and have it returned by their child. Instructions:
1. Identify when parent -teacher conferences will occur and determine
whether these times of the year are appropriate to collect baseline
information and end -of -year information. (If the times do not seem
appropriate, the take-home method might more successful.)
2. Distribute copies of the survey form to teachers for each classroom, so
that all households will receive a copy of the survey during (or
immediately before) the parent -teacher conference. (Note that teachers
will be responsible for distributing and collecting surveys, and then
returning the completed surveys to the local SRTS programmanager..)
Version 2.D (Revised October 2012) Pg 5 SafeRou es
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3. Ask teachers to provide forms to parents/caregivers so that they can
fill out the forms while they wait for the conference_
A. A sign with simple instructions next to the stack of forms may
help explain the process.
B. Teachers may collect forms during their conference.
C. Parents may also complete the survey after their meeting with the
teacher.
D. Teachers may allow parents to take the surveys home and send
them back with the students. If this approach is followed,
teachers should request that the forms be returned within a few
days, and set a specific date. (Note that this approach will likely
reduce the number of surveys that are returned.)
4. Collect forms from teachers weekly for a two-week period after the
surveys have been sent home.
®reline surveys
For schools that primarily communicate with their students' parents through email,
electronic newsletters or other digital media, then that school may be a good candidate
for using the online version of the Parent Survey. If the school primarily sends
communications to parents on paper, then administering your survey using paper hard
copies of the Parent Survey is the better choice.
The online option allows you to send a web link to parents and they go online to
complete the questionnaire. For more information about the online survey option and
determining if it is right for your SRTS program visit
www.saferoutesinfoodprogram-tools/evaluation-parent-survey o_t_her-lanqua eg_-o bons
When is the Parent Survey administered?
'I. ideally, the parent survey should be conducted twice during the school year unless
otherwise instructed by your State's SRTS program. Time frames are listed below, and
these should be followed when the survey is administered using the take-home or
online methods. However, when the survey is administered in conjunction with Parent-
Teacher Conferences, the local SRTS, program manager and teacher(s) should
determine the best time to give the survey.
A. For first collection. parents should be surveyed during the second, third, or
fourth week of school.
B. For second collection, parents should be surveyed during the last three
weeks of the school year in order to determine how attitudes and beliefs have
changed during the year.
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C. Mid -year counts are not required, but also might be useful.
-- A survey conducted within 2-3 weeks of the completion of educational
events or encouragement and enforcement campaigns can be used to
measure immediate effects of these activities-
-- A mid -year survey also can be used to understand the progress and
early effects of long -tem} programs, as well as other variation in parental
attitudes that affect walking and biking to and from school.
Data Entry Options for Student Travel Tally and Parent Survey
The data collected on the Student Travel Tally forms and Parent Surveys can be
converted to useful information in two ways.
Option'. Online data system - Users can use the National Center's online
"DataTools" to enter their data directly into a system that provides immediate access to
their data. Users can access and share summary reports of their data and be able to
download their data.
1. For instructions on how to access the online data system, please click the
"Data System Instructions" link at
uvww.saferoutesl fo.or /data-central/data-collection-forms
2. The online data system contains forms that replicate the basic appearance of
the paper Student travel Tally and Parent Survey forms to better facilitate data
entry.
3. When data entry is complete, user can view and share summary reports and
download their data.
Option 2. Centralized Data Entry-- Users can collect their paper Travel Tallies
and Parent .surveys and send them to the National Center for Safe Routes to
School for free processing. For instructions on mailing your questionnaires to
the National Center including completing the necessary cover sheets, please
visit the "Data System Instructions" link at
www,saferoutesinfo.org/data-central/data-collection-forms
If you have any questions, please contact the National Center for Safe Routes to School staff at
data@saferoutesfnfo. ori
Version 2.0 (Revised October 2012) Pg 7 SafeRoutes
Waal G-1110 mr Sate Aube al Sane,
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EXHIBIT B
RESPONSE AND SCOPE OF SERVICES
13 PSA 11 G)
December 20, 2013
To: City of Costa Mesa
Transportation Services Division
4th Floor City Hall
77 Fair Drive
Costa Mesa, CA 92628
Attn: David Cho, Assistant Engineer
From: KOA Corporation
Ben Chan, P.E., Project Manager
2141 W. Orangewood Avenue, Suite A
Orange, California 92868
Tel: (714) 573-0317
Fax: (714) 573-9534
E-mail: bchan@koacorporation.com
SECTION I — PROJECT UNDERSTANDING................................................................................................................. I
SECTION2 —WORK PLAN..................................................................................................................................................... 2
SECTION3 — SCHEDULE.......................................................................................................................................................10
SECTION 4 — ORGANIZATION CHART & STAFFING PLAN.......................................................................... 12
4.1. Organization Chart/Staffing Plan.................................................................................................................................. 12
4.2. Resumes................................................................................................................................................................................ 12
SECTION S — SIMILAR PROJECTS....................................................................................................................................20
SECTION 6 —ADDITIONAL INFORMATION & CONCLUSION.....................................................................24
6.1. Professional Services Agreement Compliance............................................................................................................24
6.2. Firm Profiles.........................................................................................................................................................................24
6.3. Conclusion...........................................................................................................................................................................26
FEESCHEDULE...........................................................................................................................
KOA► CORPORATION
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The KOA team understands that the City of Costa Mesa is seeking a highly qualified consultant firm for
engineering design and implementation of the Citywide School Zone Traffic Calming Project in the vicinity of Is
schools. This project was approved under Cycle 3 of the Federal Safe Route to School (SRTS) Program. SRTS
projects are typically defined as either infrastructure or non -infrastructure. Although this project would be
defined as an infrastructure project, it has non -infrastructure elements in it since it requires environmental
analysis and approval. It means that the City may not proceed with the final design of a project or "Authorization
to proceed with Construction" until Caltrans has signed a categorical exclusion (CE) or a finding of no significant
impact (FONSI) or a record of decision (ROD).. Failure to follow this requirement will make the project ineligible
for Federal Highway Administration (FHWA) reimbursement. The environmental analysis and findings and the
ability to complete all federal forms for approval, including "Authorization to proceed with Construction", PS&E
certification, and the subject PS&E package to the Caltrans Local Program, are the two key critical challenges for
the success of this project, We understand that city staff will conduct the environmental analysis and prepare the
necessary environmental documentation to satisfy Caltrans' Local Assistance Office requirements for funding
reimbursement
Through our experience on other SRTS studies, we have learned that deterrents to walking and biking not only
include traffic safety concerns, but also social -safety concerns of parents who want to protect their children from
"stranger danger". Thus, an effective SRTS program must not only address engineering issues and social concerns.
The SRTS program is structured to address engineering, education, encouragement, enforcement, and evaluation.
Based on our thorough review of the RFP and understanding of the project, we have assembled a balanced team
with experienced and well -seasoned engineers and administrators knowledgeable in design outreach, and the
approval process. This is an important project for the City in that it provides needed infrastructure
improvements for pedestrians and cyclists.
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PROJECT APPROACH
PROJECT MANAGEMENT
Our approach to providing the City of Costa Mesa with the necessary high quality level of service involves the
following key elements:
We have assigned Benjamin Chan, C.E., T.E. who is a registered civil and traffic engineer in the State of
California and senior engineer of KOA as the project manager. He has over 30 years of civil and traffic
engineering experience and is knowledgeable in SRTS improvement projects. He has extensive
experience in managing projects, supervising personnel, and knows the team members' individual
strengths. These qualities make him well-suited to manage this project effectively and efficiently. Assisting
Mr. Chan will be Jim Sommers, and Chuck Stephan, P.E., L.E.E.D, who have over 75 years of combined
experience.
A We believe the quality of work product is extremely important. If there should be a need for someone
to intervene to ensure the quality of service and verify that appropriate resources are provided to the
City, the assigned principal -in -charge, Min Zhou, P.E., will step in. She is a vice president of KOA and
currently manages the company's Orange County office. She has 21 years of engineering experience and
has managed professionals in both the private and public sectors. She has the capability and authority to
step in and make things happen whenever needed.
Together, the KOA project manager and principal -in -charge will make all reasonable efforts to take the
appropriate measures within our means to ensure that sufficient staffing resources are available to carry
out the City's project. With the assistance of experienced staff members within the company, they will
oversee the QA/QC review process of work products generated by the KOA team, before they are
submitted to the City.
KOA will communicate with the City on a regular basis regarding project matters and will notify the City
of any anticipated difficulties, issues, or concerns, so that there are no surprises to the City. As needed,
we will meet with City staff at key milestones to discuss project status and deliverables and to resolve any
project issues.
In our design products, we will research and apply the appropriate City standards and other applicable
industry standards or references, such as the Caltrans Standard Plans, the Standard Plans for Public
Works Construction (Greenbook), and the FHWA and California Manual of Uniform Traffic Control
Devices (MUTCD).
We have included two Disadvantaged Business Enterprise (DBE) firms. Katherine Padilla & Associates
(KPA) will provide outreach services and will be responsible for Phase Il. Terry A. Hayes Associates
(TAHA) will be responsible for Phase Ili by taking the lead on the environmental services for the project.
ADDRESS SIGNAGE & STRIPING ENHANCEMENTS NEAR SCHOOLS
We will conduct morning and afternoon field investigations of the 15 elementary schools addressed in the RFP.
Our investigations occur when school sessions begin and end, to observe the prevailing speed of traffic. Based on
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our field investigations, we will recommend additional traffic calming devices needed in the vicinity of the schools.
Some of the traffic calming devices are discussed below.
COUNTDOWN PEDESTRIAN SIGNAL HEADS
There are two components of a pedestrian signal head — the housing and the signal module inside the housing.
Depending on the condition the housing, it may not need to be replaced in order to provide the countdown
display. KOA will field verify the list of the countdown intersections where LED pedestrian countdown heads will
be replaced and also note the conditions of the individual pedestrian housing. We do not anticipate any issues
relating to this task.
RADAR SPEED FEEDBACK SIGNS & SCHOOL FLASHERS
The City would like to replace the
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access and configuration.
For the newly installed devices, KOA will field -investigate with the vendor to locate the optimal spots to mount
the new signs, based on the location, direction of the sign, and targeted school information provided in the RFP.
Once we identify the spot for each device, we will overlay it on a Google map and provide information, such as
distance from the cross -street, street trees and furniture, and other obstacles that might interfere with the
function of the radar emitter and solar -powered unit
BEFORE & AFTER STUDENT TALLYIPARENT SURVEYS
For this task, the KOA team will review the neighborhoods surrounding each school to identify preferred walking
and bicycling routes and drop-off patterns. We will assign one KOA team member to be the primary contact and
one secondary school contact for each of the targeted schools. We believe the success of this task is to engage in
continued dialogue with the district administrators, local school principals, and teachers. We will draft a template
letter explaining the SRTS Program, with an emphasis on the outreach process and the objective of the surveys.
The letter will provide a basis to initiate conversations with school staff and parents at each school.
KOA CORPORATION
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We will schedule walk audits at each school. The purpose of the walk audits is to identify barriers that hinder
walking or biking to and from school. Additionally, it is to provide community stakeholders (parents, children,
school staff, public works or traffic department staff, local engineers or planners, and law enforcement) with the
information they need to effectively analyze the design and condition of the transportation network. In advance
of the walking audits, KOA will review any maps identifying preferred walk and bike routes to school. Our review
will involve the systematic gathering of data about environmental conditions (social, built, and natural) that affect
walking and bicycling. We will focus on a school site, a corridor popular for bicycling, or an intersection that
students and parents find daunting. This information will help identify areas conducive to walking and bicycling,
identify areas where changes are needed, and inform regarding the solutions chosen to create change. We will
prepare comments, recommend improvements, and submit these to City staff for review and comment. We will
revise the list in response to City feedback and will prepare the map to be used in conjunction with the parent
surveys. These audits provide an opportunity to gather feedback from the community, and to provide an
educational opportunity to share information about SETS best practices in pedestrian and bicycle safety with each
group. We will contact the Costa Mesa Police Department to collect any crime data for the surrounding school
sites in order to work with the schools to alert parents and school officials. We will collect the most current
information on traffic collisions for the surrounding school sites. We will coordinate with schools on any
information on collisions that did not warrant police involvement, such as an injury not needing medical attention
or a near -miss. The information will be summarized and provided to the City officials and stakeholders for
review.
COORDINATION WITH CITY STAFF FOR ENVIRONMENTAL ANALYSIS AND APPROVAL
KOA will coordinate with City staff by providing design documents and exhibits on the preparation of
environmental documentation to satisfy Caltrans' Local Assistance Office requirements.
SCOPE OF SERVICES
PROJECT Ir IANAGEMENTIADMINISTRATIONIMEETINGS
KOA will handle the overall project management responsibilities for the project, including team coordination,
project monitoring, and design review and oversight. We will review the design products for conformance with
appropriate City standards, policies, and procedures, including Caltrans' latest Local Assistance Procedures
Manual (LAPM) and federal requirements, as applicable.
We will be responsible for the following:
Maintain continuous communication with the City's project manager.
Lead and attend as -needed progress meetings.
➢ Provide a monthly project status report.
➢ Ensure project delivery on schedule and within budget.
We will coordinate with the City, utility companies, and other participating agencies, as required, to discuss the
project's work progress, schedule, and related issues. The goal of these meetings is to exchange information,
resolve issues, and keep the project on -schedule and within budget We will prepare meeting agendas and
minutes, including an action item matrix, and distribute them to the City and other attendeeslorganizations, as
needed.
We will provide the following deliverables:
➢ Meeting attendance rosters and minutes.
➢ Detailed project schedule.
➢ Monthly project reports,
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For the project kick-off meeting, we will bring to the meeting a matrix outlining all the potential issues and project
requirements known to us at the time, including those items mentioned in our Project Understanding. The goal of
this meeting is to come away with an acceptable action plan for addressing these items. Other goals for this
meeting include establishing lines of communication, points of contact, and a working project schedule.
In summary, it is our goal to provide the City with a high level of responsiveness, experience, and quality of
service so that the City can rest assured that KOA has the City's best interests in mind.
PHASE I — PREPARATION OF SRTS PLANS, SPECIFICATIONS AND ESTIMATES
KOA will prepare SRTS Plans which includes maps, diagrams, and displays either in electronic form or hard copy
for 15 schools. The design plans shall include the preparation of plans and specifications necessary to construct
the project.
STEP I — CONDUCT A FIELD INVENTORY OF EXISTING DEVICES
We will investigate the conditions of the speed feedback signs and school flashers. We will note the conditions of
the various components for each of these devices and recommend which components will need to be replaced.
Pictures will be taken for record-keeping. For each newly installed sign, we will locate the optimal spot, noting
any potential obstacles that might interfere with radar transmission or with sunlight to the solar -powered panel.
STEP 2 — EVALUATE EXISTING TRAFFIC CONDITIONS
A field crew of two individuals will be sent to each project site to verify, traffic control devices, physical
constraints, potential overhead/sur-face/substructure conflicts or obstructions, and constructability factors.
STEP 3 - UTILITY COORDINATION
KOA will identify and coordinate with the affected utility companies for each newly installed device within each
project site. We will coordinate with adjacent agencies, as necessary. Our coordination efforts with the utility
companies will include the following
➢ Prepare an initial request for utility information.
➢ Coordinate with utility companies for any new utility connections that would affect the installation of the
posts for the newly installed device.
➢ Maintain a utility contact log.
STEP 4 — SRTS PLAN PREPARATION
KOA will prepare design plans for the installation of traffic calming devices and signing and striping plans on
standard 24`° x 36" Mylar. The final plans will be fully detailed for advertisement and construction. Design plans
shall include installation details for radar speed feedback signs, school flashers, and pedestrian countdown heads.
Signing and striping plans shall be developed as directed by the City.
Prepare a final report that shows the number and percentage of students walking and bicycling to school prior and
following the outreach efforts under this SRTS program. The report will show a side-by-side comparison of the
results of the outreach program.
STEP 5 — PREPARATION OF CONSTRUCTION DOCUMENTS (PLANS)
KOA will prepare and submit plans, specifications, and quantity takeoff estimates at the 75% and 100% (Mylar)
levels of completion. We will address City's comments that are provided on the 75% plan submittals. It is
understood that the City's expectations for the 100% plans will be complete plans ready for final plan approvals,
and that we will have included or addressed comments and input from all stakeholders.
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We will prepare plans that conform to applicable City and Caltrans standard plans and CADD standards and will
prepare plans using AutoCAD. Our plans will be signed by a registered civil and/or traffic engineer, as
appropriate.
For the City's SRTS project, we anticipate preparing the following improvement plans. The total number, scale,
and exact type of plan sheet will be determined after or during the kick-off meeting:
➢ Title Sheet/Typical Sections/General Notes -- The project title sheet will include a sheet index, typical
sections, general notes, abbreviations, and a master list of construction notes. We will include a key map
of the proposed improvement locations on the title sheet.
➢ Signing and Striping Plans — Signing and striping plans will be prepared for the crosswalk improvements,
including flashing stop signs and stop bars. The signing and striping plan will be prepared at a scale of I "=
40' or in sufficient clarity for showing the signing and striping installation or modification. The base plan
will show centerlines, relevant existing pavement delineations, markings, and roadside signs. Any
proposed pavement delineations, markings and roadside signs will be shown with the required transition
for the proposed pavement delineation to join with existing pavement delineations on the intersection
approaches and departures.
➢ Traffic Calming Devices — Design plans will be prepared at a scale of 1 "=40' for the installation of the
newly installed and replaced traffic calming devices. The plans will include, in detail, the components to
be replaced for the existing devices. The plan will also show the necessary equipment and wiring and all
other necessary information to operate a fully functional device.
STEP b — COST E5TiMATE5
KOA will prepare detailed quantity takeoff estimates and will calculate an estimate of probable construction costs
by utilizing available recent cost data. The estimated final construction cost will be compared to the City's
established project budget.
We will provide the following deliverables:
➢ Quantity calculation back-up data and cost estimates at the 75% and 100% plan submittal stages.
➢ Electronic files of the 75% and 100% level cost estimates in Microsoft Excel format.
When determining estimates of probable construction costs, one of the key factors is the assumed unit prices for
each bid item. We usually rely on recent bid price histories to determine an appropriate unit price. We will take
into consideration the relative quantities of each bid item to decide upon appropriate unit prices. If there is a lack
of adequate bid price history for a particular bid item that may have a significant impact on the overall project
cost, we will research or contact a vendor to get an appropriate cost estimate.
STEP 7 - SPECIFICATIONS
KOA will prepare technical special provisions in accordance with City requirements for bidding. We will use the
standard specifications provided by the City, and then tailor the specifications to ft the proposed scope of work
for the SRTS project. We will prepare special provisions in compliance with the applicable Caltrans provisions
and latest Greenbook format.
When preparing the special provisions for the project, we will confer with the City on the appropriate standard
specifications to be applied to the project. Assuming the City predominantly follows the Greenbook format, we
will tailor the technical special provisions to follow the format and section numbering sequence in accordance
with the Greenbook. For specific improvements where there is a preference to use the Caltrans specifications or
KOA. CORPORATION
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a non-standard provision, we will clearly identify which improvements will deviate from the Greenbook
specifications and instead follow the Caltrans or non-standard/customized specifications.
STEP 8 — CONSTRUCTION SUPPORT
During the construction bid phase of the project, KOA will advise the City of appropriate responses to the
bidder's technical questions. When necessary, we will prepare plans, specifications, and quantity estimates to be
issued as an addendum to the bid documents. It is understood that KOA shall attend the pre -construction
meeting and shall be available for consultation and assistance during construction of the project to clarify or
explain items relating to the design.
Where addenda are required and the associated improvements are due to scope changes, are outside of our
defined design scope of services, or are due to circumstances that could not have been reasonably foreseen, the
preparation of the addenda may be considered out of scope and may require additional budget to prepare.
Otherwise, if the needed addenda are due to our errors or omissions that could have been reasonably avoided,
we will prepare them at no additional cost to the City.
Our goal is to make sure that our design package is complete before being advertised for bidding, so that addenda
can be entirely avoided. If possible, we will notify the City of additional plans and specifications that may be
necessary during the design phase to ensure that a complete design package can be provided.
STEP 9 — ENVIRONMENTAL COORDINATION
KOA will coordinate with City staff on its preparation of the environmental documentation to satisfy the project
requirements for funding reimbursement. KOA will provide all necessary design plans and advise City staff of
appropriate design parameters to be used for the preparation of the environmental document.
PHASE 11— BEFORE AND AFTER STUDENT TALLYIPARENT SURVEYS
This phase will include conducting evaluations at each targeted school in accordance with Caltrans Local
Assistance SRTS guidelines. Student Travel -rallies and Parent Surveys will be conducted and summarized prior to
and after implementing the project.
The walk audits data collected will be incorporated into a presentation for meetings with school administrators,
crossing guards, PTAIPTO representatives, and teachers to discuss traffic safety concerns for pedestrians,
bicyclists, and drop-off and pick-up areas. Discussions will include information on traffic patterns, infrastructure
challenges, and any other school traffic environment concerns. Parent Surveys and Student Talley Forms will be
presented at the meetings to discuss the implementation, collection and evaluation process.
The KOA team will coordinate with Newport Mesa Unified School District to ensure that students and parents at
15 designated schools that are involved in the SRTS project to complete their Parent Surveys and Student Talley
Forms. We have a strong background in working with districts, principals, teachers, staff, students, and parents.
We assume that the District Administration would first notify principals that this study is underway and
encourage their participation and support. At the discretion of the principal, KOA team members shall attend staff
meetings at each school to expiain the study to teachers and classroom staff who would be responsible for making
their students SRTS Student Ambassadors, who must in turn encourage their parents to complete the Parent
Survey, which the students will take home for parents to complete. The KOA team can check with the District,
but it may be unlikely that students will receive extra credit We may instead be allowed to design a specially -
created Student Ambassadors sticker as a reward for a completed and returned Parent Survey.
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KOA CORPORATION 7
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The KOA team shall attend a regularly -scheduled parent group meeting at each school to explain the study and its
importance, in Spanish or English. The purpose of attending the parent group meeting is three -fold: (1) to create
Parent SRTS Ambassadors who can follow-up and encourage other parents to complete the study, (2) recruit
volunteers who can complete the Student Tally Form, and (3) to discuss traffic safety concerns for pedestrians,
bicyclists, and drop-off and pick-up areas. Discussions will include information on emergency routes and traffic
patterns, infrastructure challenges, and any other school traffic environment concerns. In order to be cost-
effective, we will coordinate attendance at staff meetings and parent groups on the same day if possible, or on the
day of a school event, an open house or science fair, so we can attend to explain the study and to encourage
parents to complete the survey before they leave the event It is Important at each site to have Ambassadors who
understand and support the SRTS improvements and who can provide valuable input for refinement. We will
place follow-up phone calls and send emails to teachers and parents to monitor the status of the completion of
Parent Surveys and Student Talley Forms. We will report to the team the status of completion rates of the
Student Talley Forms and Parent Surveys. At the same time, we will update the Walk and Bike Routes to School
map for each school, based on parents and local school administrator input. The Local SRTS facilitator may be
particularly interested in this information contained in the maps because it can be used to help identify issues that
need to be addressed to, improve their SRTS activities. Information from parents might identify unexpected
opportunities to increase walking and biking to school.
The After surveys will solicit parent inputs to see the effectiveness of the improvements made to each school.
It is understood that we coordinate closely with the Newport Mesa Unified School District and each targeted
school for completing all surveys. The survey data will be submitted to the National Center for Safe Route to
School for processing. Based on the survey results, KOA will identify and determine how to improve
opportunities for children to walk or bike to school and will measure parental attitude changes. We understand
that the scope of this phase will include:
➢ Meeting with principal and attendance at staff meeting of each school (15),
➢ Meeting with parent group at each school
➢ Follow up phone calls and emails to teachers and parents to monitor status of completion of Parent
Surveys and Student Talley Forms
➢ Report of completion rates to the team
KOA shall summarize the findings of the survey with recommendations and submit copies of all survey forms,
materials, correspondence, and related documents to City.
PHASE III a FEDERAL APPROVAL FOR CONSTRUCTION
KOA will submit the final plans with construction bid package to Caltrans. Final PS&E, in accordance with
Caltrans requirements are needed for submittal. KOA be responsible for preparing all federal forms, including the
Request for Authorization to Proceed with Construction and PS&E Certification to Caltrans Local Programs.
KOA will efficiently address all project components as required to obtain State and Federal E-76 Certification.
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QUALITY CONTROLIQUALITY ASSURANCE PROCEDURES
KOA has a reputation for producing high quality work products. We have repeat clients in both the public and
private sectors who appreciate the quality of our work and the services that we provide. This is reflected in
letters of recommendation and referrals received from clients and public agencies.
We do not believe in taking shortcuts that would compromise quality. For infrastructure design projects, we
strongly believe it is essential to do the proper research and thorough field review to accurately depict the
existing conditions on our base plans, which ultimately lead to good designs. We routinely subject our work
products to an internal quality assurance/quality control (QAIQC) process to ensure the quality of our work
before submitting them to our clients or to public agencies for review and approval.
We are committed to generating quality work products and strive to producing error -free plans. We have staff
experienced in transportation planning, traffic engineering, and civil engineering design. We are particularly strong
in producing high-quality improvement plans.
For example, our QAIQC process involves having plans go through a minimum of two stages of internal review
before allowing plans to be submitted to an agency for plan review and approval. The first stage of internal review
involves a peer review by an experienced design engineer. The second stage of internal review involves another
round of reviews by one or more senior -level registered engineers.
Each reviewer confirms that plans reflect the appropriate improvement scope and conform to the approving
agency's design standards and plan format. The reviewers verify that all plan check comments have been properly
addressed on any plan revisions we prepare. This approach has led to a high-level of quality in our engineering
plans. We believe our firm is establishing a strong reputation with a number of agencies for producing high-quality
work products.
WHY SELECT KOA?
KOA will provide no less than these five important attributes:
EXPERIENCE & LOCAL PRESENCE
KOA has been providing quality service to our clients since 1987. Our overall team is qualified and highly capable
of handling the City's project. Furthermore, our firm has a strong local presence in Southern California and has
provided traffic engineering services to public and private sector clients throughout the region. KOA has staff
members with prior experience as municipal/government employees and with providing on-call transportation
planning and traffic and civil engineering services for numerous cities in Southern California.
QUALITY OF WORK
As previously stated, KOA has a reputation for producing high-quality work products. We have numerous repeat
clients in both the public and private sectors who appreciate the quality of work and services that we provide.
We have letters of recommendation from clients and we have received client referrals from public agencies that
have reviewed and approved our work and recognize the quality of our work products. We do not believe in
taking shortcuts that would compromise quality. For infrastructure design projects, we strongly believe it is
essential to do the proper research and thorough field reviews to accurately depict the existing conditions on our
base plans, which ultimately lead to good designs. We routinely subject our work products to an internal quality
KOA CORPORATION 9
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assurance/quality control process to ensure the quality of our work before submitting them to our clients or to
public agencies for review and approval.
RESPONSIBILITY OF DUTIES
The culture within KOA demands that all staff members take responsibility for their assignments and the work
and service we provide to our clients. We take pride in the strong reputation we have established in Southern
California over the past 20 years.
RESPONSIVENESS TO CLIENT
KOA strives to be highly responsive to our clients' project needs. You will find us pleasant and easy to work
with. We listen carefully to our client's needs and tailor our work scope, staffing resources, and priorities in
order to satisfy the client's expectations as best as we can. We keep our clients informed on project status and
project issues. We respond promptly to client's inquiries and requests. We know that it is important to provide
the clients with timely information when needed because we understand that they, in turn, usually need to
respond to managers/supervisors, administration, commissioners, the city council, the public, and/or other
stakeholders.
VALUE
Through a combination of all of the above-described attributes, KOA provides excellent value to our clients.
With our experience and local presence, not only are we in close proximity to the City's offices and can meet
with the City when needed, we are familiar with many local jurisdictions' design standards, requirements, and plan
formats. This familiarity will enable us to prepare plans that may need to be approved by other jurisdictions, such
as at intersections shared by two or more jurisdictions. When possible, we have helped our clients save on
project costs by recommending alternative improvements or by finding efficiencies that may potentially reduce
construction costs, which may consume $0 to 90 percent of many project budgets. We provide value to our
clients through the quality of our work, which can minimize the number of plan revisions and re -submittals,
thereby avoiding project delays, and reducing the potential for change orders during construction. Finally, we
provide excellent value by not only being responsive to our clients and meeting or exceeding their expectations,
but by being responsible for the work and services we provide.
The KOA team is ready to serve the City of Costa Mesa.
On the following page is a preliminary project schedule based on an anticipated mid- April notice to proceed and
a 90 -day design goal. However, we are flexible and will work with the City to develop a mutually agreeable
project schedule. We have the ability to complete projects with highly aggressive timelines. Given the project
scope and completion deadlines, we can quickly mobilize and assign more resources as needed. We would like the
City to rest assured that we are fully capable of completing all required tasks on -schedule with the utmost quality.
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be held twice a month with City Staff ro discuss the carious design
efements.
PB KOA COAPO€iAT10I*F
a, w'k vfacaui�, A �iPJI F''+1 •rG
4J. e ORGANIZATION CHARTISTAFFING PLAN
The organization chart below graphically illustrates the roles of our proposed team members who are highly
qualified to assist the City of Costa Mesa on this project. The professionals proposed for this project have been
identified for their ability to meet anticipated project needs in a timely and thorough manner,
4.2, RESUMES
The proposed project manager will be Benjamin Chan, C.E., T.E., who is well-acquainted with City staff and
procedures from past assignments. His detailed resume is provided below. As a vice president of KOA
Corporation, Ms. Min Zhou is authorized negotiate any contracts between KOA and the City. Detailed resumes
are provided for key personnel only.
CSA CORPORATION
a P.P NtJ1NG � :NGlilz ��`IF�y I"'"qa�
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BENJAMIN CHAN, C.E,, T.E,
Project Manager
Professional Experience
Mr. Chan has 33 years of experience in the fields of parking
management, long-term planning, signal design and systems, and traffic
control management. In addition, he has funding application experience
with both Los Angeles County Metro and OCTA.
Prior to joining KOA, Mr. Chan managed the City of Los Angeles' p
Automated Traffic Surveillance and Control (ATSAC) Center's daily Prof. Engineer (Civil), CA #379S7
operations, which included providing emergency and special event Affiliations
support to the Los Angeles Fire and Police Departments. He managed •
timing operations of approximately 4,400 signalized intersections, and Engineers
conducted signal studies and signal progression projects. Mr. Chan was
also responsible for implementation and integration of new signals,
CCTVs, and Changeable Message Signs (CMS) into the core system. He was responsible for testing and evaluating
ITS -related tools to improve traffic flows along major arterials throughout the City. He coordinated and
integrated existing and future system interconnects into the ATSAC System, within the City and with other
agencies. The Los Angeles Times Magazine profiled Mr. Chan in March 2008 as a "Person of Influence", whose
job affects the daily commutes of Angelenos.
Mr. Chan's professional accomplishments include being appointed to a three-month position as the Interim
Division Head at the City of Los Angeles Department of Transportation, which required having a management
analyst background and experkance. He also developed a supplemental crossing guard warrant for the Bureau of
Parking Enforcement to justify additional deployments of guards at crossings near schools. In 1995, as a
representative of the City of Los Angeles, he was appointed to the Technical Advisory Committee for the
Alameda Transportation Corridor Authority.
Project Experience
City of Costa Mesa On -Call Traffic Signal Services, Costa Mesa, CA — Contract Project Manager
Mr. Chan provided traffic engineering on-call services to the City of Costa Mesa. He assisted the City with the
preparation of the OCTA Project P Signal Synchronization Call for Project applications. Mr. Chan also assisted
with the review of the signal synchronization project for the Fairview corridor.
City of Glendora On -Call Traffic Engineering Services, Glendora, CA — Contract Project Manager
Mr. Chan is the project manager providing support and services in the area of traffic engineering to the City of
Glendora. Two recent tasks included a comprehensive analysis to determine whether appropriate warning signs
and reduction of speed in proximity to a senior housing was warranted and a signal warrant analysis on a lightly
traveled secondary highway adjacent to a middle school.
City of Glendale On -Call Transportation and Traffic Engineering Services, Glendale, CA — KOA
Project Manager
KOA is providing as -needed services in the areas of Traffic Engineering and Transportation Planning Services to
the City of Glendale. Depending on the task order, KOA either serves as an extension to City staff commenting
on traffic impact studies submitted by other consultants for development projects within the City or provides
KOA CORPORATION i3
PLANNING 8 €NGTNEEROW; &
design of site access points; off-site traffic improvements; on-site parking layouts; on-site delivery truck loading
zones; on-site circulation including vehicle, delivery truck and pedestrian routes; and traffic signal, striping and/or
other traffic engineering services.
City of West Hollywood On -Call Traffic Engineering Services, West Hollywood, CA — Senior
Engineer
Mr. Chan assisted the City in numerous traffic engineering projects and services, which included signal timing
optimization and implementation at 3 major corridors, comprising over 36 intersections and the preparation and
update of pedestrian clearance time, conforming to the latest MUTCD standard. Mr. Chan also reviewed existing
intersection operations and made appropriate recommendations for sharing pedestrian crossing times with
parallel through and non -conflict left turn movements. He prepared the City's traffic design guidelines and
checklists and recommended signal system upgrade tasks for the City, including advanced loop detectors,
emergency vehicle preemption devices, and a bus priority system. He recently completed a transit priority
project on Santa Monica Boulevard.
City of Diamond Bar On -Call Traffic Engineering Services, Diamond Bar, CA — Contract Engineer
Mr. Chan provided traffic engineering services for the City of Diamond Bar which included the following
troubleshooting the City's interconnect issues which were causing signals to drop off-line from the City's Traffic
Management System and advising the City's engineering staff on how to respond to emergency issues, and matters
relating to signing and striping, traffic signal design, traffic evaluation studies, compliance to the latest applicable
rules and standards, and ITS related designs and upgrades. Mr. Chan helped provide basic traffic signal and timing
training to City's engineering staff. He provided citywide signal timing monitoring, including assisting City staff on
responding to residents' request for timing checks. He assisted the City's engineering staff on gathering
information for a City Council Session presentation called "The City's ITS Network". He provided traffic
responsive timing along the major corridors in the City.
City of Los Angeles East Valley District Office Section, Los Angeles, CA — Transportation
Engineering Associate
Mr. Chan handled traffic and parking investigations in the eastern half of the San Fernando Valley, which within the
City of Los Angeles has a population of at least 700,000. He addressed all traffic operation requests, which
consisted of evaluating signalization problems, replacing regulatory and warning signs, posting new regulatory and
warning signs, and installing new curb zones. In regards to parking, he handled requests for new or modifications
to curb zones such as valet parking, commercial and passenger loading zones, short-term parking, temporary
parking restrictions, no stopping zones, peak hour parking prohibitions, and initial requests for preferential permit
parking. He also prepared work site traffic plans for infrastructure projects.
City of Los Angeles Operation Bottleneck Relief Program, Los Angeles, CA — Project Manager
Mr. Chan managed and supervised staff to identify the most congested signalized intersections in the City of Los
Angeles, for the purpose of immediately providing traffic congestion relief. Over 200 intersections were identified
within the City. Immediate remedial measures, if warranted, such as signal timing changes or striping of additional
lanes were proposed. In many cases, only remedial measure might be to widen the street within the existing
street right-of-way. In more extreme cases, street widening might require the acquisition of adjacent property.
SOA CORPORATION 14
KANNIN4 8 ENGINEERING
MIN ZHOU, P.E.
Principal -in -Charge
QAIQC Manager
Professional Experience
Ms. Zhou has 21 years of transportation engineering and planning
experience with both private consultant companies and public agencies.
She is knowledgeable in roadway design, traffic design, transportation
modeling and studies, non -motorized transportation, database
management, and statistical analysis. Ms. Zhou has managed several
large-scale projects involving multiple stake holder groups and has a
reputation of delivering projects on-time and under budget,
Project Experience Affiliations
Design a safety Program for Safe Route to SchoolNon- '•
Infrastructure Project, Santa Clarita, CA — KOA Project
Manager
Santa Clarita's Citywide Safe Routes to School Program includes an
education, encouragement, enforcement and engineering components.
Serving as a sub -consultant to Alta Planning & Design, Ms. Zhou led the
task of school walk audit to identify and determine problems, conducted field inventory, school site vehicle,
pedestrian, and bicycle counts, and provided preliminary engineering design and cost estimate.
Montanoso Drive 'Traffic Calming Evaluation, Mission Viejo, CA — 'Task Manager
KOA conducted an evaluation of traffic calming measures implemented along Montanoso Drive. The limits of the
study were Montanoso Drive from Oso Parkway to Fstanciero Drive. The study reviewed the effectiveness of
recently completed traffic calming measures that included chokers curb extensions, median islands, textured
crosswalks, and other features. KOA reviewed and summarized the "before improvements" and "after
improvements" data graphically and in tabular format to show where measurable changes in traffic behavior
occurred after implementation of the improvements. KOA conducted a neighborhood evaluation workshop to
present the results of the study findings and to obtain resident feedback regarding the effectiveness of the
measures, the need for additional improvements, and an overall evaluation of the project.
Vista Street and 2nd Street Bike Boulevard Feasibility Study and PS&E Design, Long Beach, CA —
Task Leader
This project is to study the alternatives of a bike boulevard assignment and design the Bike Boulevard to promote
bike ridership as well as to calm traffic in the residential area. The study also recommended roundabout design,
curb extension (diverters), signing, striping, and signal design. As part of the overall design, an FHWA-approved
temporary demonstration for bike facilities was implemented and installed.
Long Beach Pine Avenue Streetscape Project, Long Beach, CA — Project Manager
Ms. Zhou provided improvement plans for a segment of Pine Avenue in downtown Long Beach. The project
improved sidewalks and pedestrian crossings with a better walking environment within the retail and restaurant
district. The objectives for this project were to increase pedestrian commuting, accessibility, and pedestrian
safety. Intersection bulb -out, curb extension, redesign of the on -street parking, sidewalk widening, and pedestrian
and palm tree lighting, along with other landscape amenities, were considered for the project
®A COR.rLaRf'fTllON_�.._�__..._..._._......�.�..,,._.._W I5 �--•
° PLANNINii 8 iNGJNFERSNG � q�
JIM SOMMERS
Phase I Engineering Design PS&E Task Leader
Professional Experience
Mr. Sommers is a senior designer for KOA and has been in traffic
operations design for over 45 years. He is one of the most well-known
traffic signal designers in Southern California. He has been involved with
nearly 50 agencies and has designed over 2,600 individual traffic signals
and several multi -site systems. His recent projects have involved street
lighting design; traffic engineering design for freeway capacity
improvements such as ramp access signals; ramp meter signals; signing
and striping; soffit lighting; and trunk line communications installations.
He has also been in responsible charge of various safety studies, traffic
impact studies, plan checking, and presentations.
Project Experience
On -Call Traffic Engineering Design Services, Anaheim, CA -• Contract Designer
For over 25 years, Mr. Sommers' services and products have included signal modification plans, plan checking,
project planning, fiber-optic communications plans, CCTV surveillance, and special signing for freeway bypass
routing. Work prepared and/or managed by Mr. Sommers involving street widening, median improvements, signal
modification, interconnect rerouting, construction area traffic control plans, and signing and striping plans are
listed below.
➢ Brookhurst St ITS Improvements ➢ Santa Ana Canyon Rd./Mohler Dr. Signal
➢ La Palma Ave. ITS Signal Improvement Project Modification Design
➢ Magnolia Ave. ITS Signal Improvement Project ➢ Lincoln Avenue & State College Blvd.
➢ Weir Canyon SR2S Design and Procurement Improvements
➢ Riverdale Ave. SR2S Design and Procurement ➢ Katella Ave. Developer Mitigation Projects
➢ State College Blvd. "Smart Street" Study & Median ➢ Katella Ave. Improvements
Improvements ➢ La Palma Ave. Improvements
➢ State College Blvd. Improvements ➢ Euclid Ave. Street Widening
Daisy Avenue Corridor Bicycle Boulevard PS&E Design, Long Beach, California (2012 -Ongoing)
Traffic Design Manager. KOA is in the process of developing a 10 -mile bike facility along Daisy corridor in the
City of Long Beach, which includes both Class 11 and Class III bike lanes along with other innovative solutions. An
SR2S grant obtained by KOA was used for this project, due to an SR2S element of the proposed corridor, which
will be able to serve 2,000 students and five congressional districts throughout the area. Treatments such as
roundabout, traffic circle, traffic signal, bicycle detector, and other greenway improvements were provided at the
concept design stage of the project Mr. Sommers managed the signal design and reviewed the striping plans.
CCTV Improvements and Design, Costa Mesa, CA -- Project Designer
Mr. Sommers prepared designs of four CCTV improvement plans. The services included: field surveying; design
layout; compatible software and hardware with the head end equipment; and drafting and development of the
plans. A separate communications plan was developed for new fiber optic cable installation on Anton Boulevard
from Bristol Street to Experian Way. This project was an expansion to a network of 16 existing analog, point-to-
point CCN cameras that were interconnected through a Vicon video switch and controlled by Cohu NETCams
software. The video images were sent back to the City's Traffic Operations Center.
KOA, CORPORATION 16
` f pI,ANNING $ FNGIHEF RJHG
CHUCK STEPHAN, P.E., LEED AP
Phase 3 Federal Approval for Construction & Construction
Support Task Leader
Professional Experience -
Mr. Stephan has 31 years of experience in civil engineering design and Obispo
project management for many municipalities and private firms. He has Registrations
diverse experience in planning, design, management, and construction of • . 04:
transportation, educational, institutional, industrial, aerospace, municipal, " ofassionaf
residential and commercial projects. Mr. Stephan works in multiple
Affiliations
capacities as Principal -In -Charge, project manager, project engineer, lead Americm Public W011(s
engineer, design engineer, and construction engineer in both the civil Associition
and construction management disciplines. He provides staff assistance Amerium Society of
to municipal engineering departments on temporary or part-time basis Eiigineers
as needed; provide staff training in project management, design, and -
construction management skills. Mr. Stephan manages various funding sources including local, state, and federal -
aid projects; SR2S; SRTS; STPL; various grant applications and reimbursement requests. His specialties include:
project management, civil engineering design, and construction management for municipal capital improvement
projects, including pavement design and rehabilitation; ADA improvements; water pipelines; storm drain and
sanitary sewers; medians and landscaping; parking lots; site improvements; plan checking, NPDES requirements.
Project Experience
City of La Habra Engineering Services, La Habra, CA -• Program/ProjectlConstruction Manager,
Designer
Mr. Stephan provided engineering services for the management, design, and construction of various public works
capital improvement projects and studies. Projects included:
➢ Annual pavement rehabilitation projects ➢ Alley reconstruction with CDPG funding
➢ Annual water -main replacement projects ➢ Plan checking
➢ Arterial rehabilitation with federal -aid funding ➢ bid Assistance
➢ Intersection improvements with federal -aid funding ➢ Park facility ADA improvements, athletic fields,
➢ Pedestrian facilities with SR2S funding survey staking
➢ Federal -aid reimbursements ➢ Storm drain improvements
City of Torrance Engineering Services, Torrance, CA — Interim Project Manager
Mr. Stephan provided engineering services for the management, design, and construction of various public works
capital improvement projects and studies. Projects included,-
Annual
ncluded;Annual pavement rehabilitation projects ➢ Pedestrian facilities
➢ Annual water main replacement projects ➢ Plan checking
➢ Arterial rehab. projects with federal -aid funding ➢ bid Assistance
➢ Street widening & intersection improvements with ➢ Federal -aid reimbursements
federal -aid funding ➢ Storm drain improvements
190th Street Reconstruction Project, Torrance, CA — Project Manager
Mr. Stephan guided the design and construction of this federally funded $4.S million project in accordance with
Caltrans Local Programs Procedures, including pavement rehabilitation marking and striping, median landscaping,
sidewalk widening, signage, and water improvements.
KOA CORPORATION
7l1.1';NING d .NGIkEEP,IN4 f
THELMA HERRERA
Phase 2 Before & After Student Tally/Parent Surveys Task
Leader
Professional Experience Design
Since 2004, as a Community Outreach Specialist, Ms. Herrera hasEmphasis), San Franci�co State
served as a project manager and senior associate on a wide range of University,
.A., Administrative Assistant, City
KPA projects. She has the ability to synthesize highly technical concepts College of San Francisco
involving transportation planning, environmental review, engineering and
design, and can communicate them easily to people from all walks of life
in either Spanish or English. She also is a highly gifted graphic artist who is known for her creative graphics that
she has developed for Metro projects and Port of LA project to illustrate public process involvement
opportunities that are congruent with technical project milestones. As a designer, Ms. Herrera has been
instrumental in effectively branding projects in a ,positive way by developing memorable images for Metro and
other public sector projects.
Project Experience
Metro Gold Line Eastside Stations Access Project, Los Angeles County, CA — Outreach Specialist
Ms. Herrera served as a key member of the outreach team, providing presentations, interacting with community
stakeholders, and providing graphic design of project communications (i.e. meeting flyers, banners, posters, and
support for Community Advisory Committee and community meetings).
Traffic Calming Study for Union Pacific Neighborhood, Los Angeles County, CA — KPA Project
Manager
Ms. Herrera served as the project manager, interacted with community stakeholders, facilitated community
meetings, and engaged the public.
Metro East San Fernando Valley Transit Study, Los Angeles, CA — Outreach Specialist
As a subconsultant to KOA, Ms. Herrera served as a member of the outreach team. She interacted with and
engaged the public, staffed community meetings, and provided the graphic design and translation of materials.
SCAG Pacific Electric Right of Way/West Santa Ana Branch Corridor Study, Los Angeles and
Orange Counties, CA — Outreach Specialist
Ms. Herrera provided community outreach as a member of the outreach team and support for public workshops.
Since the right-of-way for the corridor is owned by OCTA in the Orange County section and Los Angeles Metro
in the Los Angeles County section, the project involved coordination with both agencies.
Metro SR -710 Conversations Project — Los Angeles County, CA -- Outreach Specialist
Ms. Herrera served as a member of the outreach team and created graphics for branding.
Caltrans Geotechnical Tunnel Study, Los Angeles County, CA — Outreach Specialist
Ms. Herrera served as a member of the outreach team, provided community engagement, made presentations to
the public, conducted field visits to explain geotechnical borings, and supported community meetings.
LAC*USC Medical Center Master Plan, Los Angeles County, CA. KPA is the outreach firm leading
public information and engagement Ms. Herrera is responsible for community engagement, providing community
presentations, and community meeting support, design of presentation materials, and translation of all materials.
Koh CORPORATION ! s
W. 1,ANI.ING & $NONEERINQ
KOA SUPPORT STAFF
MARK BELTRAN, P.E.KOA CORPORATION m
Phase I Engineering Design PS&E ` PLANNING $. -NC MEEihnIG
Phase 3 Federal Approval for Construction & Construction Education
Support B.S., Civil Engineering, University of
California, Irvine
Professional Experience
If{e t Kia
Mr. Mark Beltran is an Assistant Engineer with KOA and has been in the r)s
�C1ux,l�$ 4
traffic engineering field for over six years. Mr. Beltran has experience in
AutoCAD software for development of signing and striping design plans
traffic signal design plans, street lighting plans, and street/sidewalk improvement plans
THAO LE, EIT KOA CORPORATION
Phase I Engineering Design PS&E i PLANNING a ENc,NEERING
Education
Professional Experience B,S,., Civil ..Engineering, California
Ms. Le has seven years of transportation engineering experience with $rate Polytechn,c , Unlyersity
both private consultant companies and public agencies. She is
knowledgeable in traffic analysis, drafting, traffic control plans, mapping,
and GIS. She is familiar with ArcGIS, AutoCAD, TRAFFIX, SYNCHRO,
and MicroStation software.
FRANK BARRERA KOA CORPORATION
Phase 2 Before & After Student Tally/Parent Surveys ' PLANNING ® ENGINURING
Professional Experience
Mr. Barrera has over eight years of experience in the transportation
planning 'Feld and has assisted in the preparation of traffic impact and
circulation studies for public and private developments throughout
Southern California. He is one of KOA's leading GIS specialists. He provides graphics for many of the studies
undertaken by the firm. He is proficient in the use of intersection capacity software and various graphics
programs.
TOM HUANG, P.E. KOA CORPORATION
Phase I Coordination with City Staff on Environmental Analysis P'^NN NG a ENGINEERWU
& Approval
Education
B.S., Civil, Engineering, California
Professional Experience Srate Po ,ierhnic University;
Mr. Huang has worked professionally in transportation planning and i'gmna
traffic engineering since 1995. He has extensive experience in
transportation planning including traffic impact analysis, circulation and
access planning, parking demand analysis, and site access evaluation. He
has worked on a variety of traffic engineering designs including traffic signal plans, signing and striping plans and
traffic control plans. Mr. Huang's experience with neighborhood traffic control has included elementary school
parking lot redesign, on -street parking striping plans, roundabout design, and numerous neighborhood street
impact assessments that focus on pedestrian safety issues. Mr. Huang has worked cooperatively with Caltrans in
conducting traffic impact analysis in support of project study reports for freeway interchange improvements.
OW KOA CORPORATION 14
'C' fE.fSNHING 8 0_17a
SECTION 5 --SIMILAR PROJECTS
KOA CORPORATION
Boulevard PS&E Design
Long Beach, CA
2012 -Ongoing
Feasibility Study and PS&E Design
Long Beach, CA
2009-2010
Traffic Management Plan
Newport Beach, CA
2093-2008
corridor in the City of:'Long Beach; wh
Class III bike -lanesalo;ig with other ilihov
more than four subconsultants for this pr
A grant obtained via an SR2S application
project, due to an SR2S element of the: pr
able to serve 2.000 students and five con
the area. Treatments such as rounclabs
bicycle detector, and other greenway im
the concern design stage of -the nrniarf f'.
ch will tie
f
roughout'
ovidedat
ir. axemx i
8.)000
KQA wrote the grant, performed the feasibility study and designed the
IIS -mile long bicycle boulevard. The bike boulevard is located along
vista Street, an upscale, low-volume residential street a mile from
downtown Long Beach. Bike boulevards are an important facility that
serves bicycle riders at all age and experience levels. The project
provides safe routes to school and includes two roundabouts, six traffic
circles, a bicycle signal at the busy cross street of Redondo Avenue with
restricted vehicular movements and wayfinding. These traffic calming
measures, designed for low-volume streets, are aimed to lower vehicle
speeds and discourage through traffic. The project has become a model
for other pending bicycle boulevard projects. There are several valuable
lessons that we have learned from this project These landscaped traffic
circles and roundabouts are seen by residents as enhancements to the
street for both their traffic calming properties and their aesthetic value.
The wayfinding signs needed to be carefully placed to be sensitive to
views from the neighboring houses. This was but done with a careful
field review during the singing plan development stage. Contract
Amount $83,600
,,.o , _PWrt neignts noignoornooa nas a long'
concerns over traffic conditions, cut through traffic;
City retained KOA to lead a series of public worksh-
develop a plan for managing traffic condition
neighborhood. The study documented - existing
Identified problem areas throughout the neighboncc
neighborhood &a[iic management .plan The prelimji
wide varier/ of traffic calming measures. The.prehri
received by the .community. KOA was then aHar[
rs
design the Traffic calming 6provemenrecomm2nde
The report- improvements were designed and ci
Contract Amount $85,000
of resident
eding. The
neetings to
ghoiit the
conditions, ,
prepared'a
Includes a
A was well.
ontract to
the report.
I in 26fj8.
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Steve Tweed
Transportation Planer
(562) 570-6266
Steve.Tweed@longbearh.gov
City of Long Beach
Steve Tweed
Transportation Planner
(562) 570-6266
Steve.Tweed QI ongb each.gov
City of Newpor
Tony Brine
(949) 644-3329
KOA CORPORATION _��__.,__...._...._ ..- ...___......- .._...._
�axr:,nc s iM�,ME�Q�:s xn
moncanoso rirlve t Talc courting
KOA conducted an evaluation of traffic calming measures implemented
Evaluation
along Montanoso Drive in the City of Mission Vlejo. The limits of the
study were Montanoso Drive from Oso Parkway to Estanclero Drive.
2007-2008
The study reviewed the effectiveness of recently completed traffic
calming measures that included chokers, curb extensions, median islands,
textured crosswalks, and other features. KOA reviewed and summarized
the "before improvements" and "after improvements" data graphically
and in tabular format to show where measurable changes In traffic
behavior occurred after implementation of the improvements. KOA
conducted a neighborhood evaluation workshop to present the results of
the study findings and to obtain resident feedback regarding the
effectiveness of the measures, the need for additional Improvements, and
an overall evaluation of the project. Contract Amount; $20,900
Eco -Bikeway Design and Traffic
In an effort to connect to the eidsting Baysfiore,Blkeyvay from San Diego
Calming Project
Bay to the Tijuana Slough National Wildlife Refuge and orher: ma€n
Imperial Beach, CA
tourist generators the City of Imperial Beach developed ora Eco -Bikeway . _
using 'ex€sting city streets. The 61keway plan .jdentdied 7� Street, Palm
2007-2009
Avenue, Seacoast Drive'andimperial Beach.Boulevard as.the main roads,.
servicing this bike route. KOA was hired to update the Grys'entire
Bicycle Transportation Plan (BTP) and create 'constructi_ori drawings'for
the segment of'the planned bikeway on Palim',Avenue°from 3iM,tc:i - -
Streets and 711'Street from Palm Avenue to rile i3ayshore-Bikeway Chp
Project vnll' eliminate one lane m each direction a]'-" m Avenue'to
create a parking lane and'a new bike lane Ta do thlurb pop outs
were planned at the main intersections in-,"tiie projeCC area KOAs
Primary task was to create civil road improvement plans far curl; popk
outs along Palm Avenue and signing;and strrgiisg plans fofalm gvohue
and 7d Street KOA is also handling specific traffic refaced tasks"m
regards to BTP research,design leGe! in to analysis and geri%rai
management of erwirorimental, surveying lalydscape architecture and
planningsub•consultants. GontractAmount $20900
$GAG Compass Blueprint
KOA Corporation is engaged In an ongoing study to idem€fy
Demonstration Project Dana
opportunities and constraints for potential pedestrian, bicycle, transit and
Point Connectivity Study
vehicular physical connections for the City of Dana Point. The KOA
Dana Point, CA
team is considering potential vehicle, bicycle, and pedestrian circulation
improvements that may be appropriate and feasible within and between
2012-2013
Doheny State Beach, Dana Point Town Center, Dana point Harbor, and
Doheny Vil€age[Capistrano Beach. Various dreulation Improvements In
the Town Center area such as roundabouts and traffic circles.
Improvements to pedestrian crossings and bikeway facllitfes, various
traffic calming measures, relocating some street parking to a structure,
and improvements to traffic signal timing, phasing and coordination are
being considered to improve traffic flow and the pedestrian environment
in the Town Center area. Contract Amount: $31,600
City of Mission Viejo
Public Works Department
Mr. Phillip Nicollarm
Traffic Engineer
(949) 470-3056
City of Imperial Beach
Ms. Vicki Madrid l
Project Manager
(619) 424-2214.
of Public Works
Mr. Matthew Sinaccri, P.E.
City Engineer
(949) 248.3574
[ [s nacori@DanaPointore.
KOA CORPORATION _-----.____ .___ ............ - __.
M°=o"""Line ftamw°Stations
Access Project
up«uproviding
interact with community leaders, build rellatlo�ships; 4nd conduct.
I Los Angeles County, CA
presentations. Other responsibilities include:
Dolores Roybal Saltarelli,
i
12011
. Developing and implementing the Public Pam.lpti on Plan.
1
. Briefing and maintaining contact with elected officFadisstaffand
(213) 922-3024
With a community advisory committee
prioritize stakeholder concernsi
. Assisting In eve ntAyorkshop planning whith has i6sulted in in
unprecedented collaboration
.series of informal presentarionsidialogy4s:iq key'c�`irnmunity-
based organizations
. Developing press releases andother written c6mm�nicadons
. Designing meeting flyers and banners/ sters
ContractAmQunt $140,000
County of Los geles; Union
KPA quickly engaged the community by meeting and interacting with
Pacific Neighborhood Traffic
community leaders who then joined in the efforts to get the
w
Calming Study
predominately Spanish -speaking community members to attend public
PIE, Project Manager
Los Angeles, CA
meetings and express their opinions. KPA developed and Implemented
County of Los Angeles PUD11C
the outreach plan, ensuring that County staff and other stakeholders
Works, Traffic ind Lighting
2011-2012
were kept informed. KPA designed bi-lingual flyers and posrei5 and made
Division
bi-lingual presentations to grass-roots organizations, parents. teachers
Tel. 626.300.4782
and students, environmental justice activists, and members of the faith
gugonza@dpw.[acounty.gov
community. They gained the trust and full participation of this difficult -to.
reach community. Additionally, KPA coordinated, planned and helped
facilitate, a series of family -friendly. interactive and iterative community
workshops. The outcome for the project and County staffwas credibility
and support for the final product developed with the full paKicipation of
the community. Contract Amount: $30,ODO
BJ3&CORPORATION
�-------- '------'------__—�_------'--
KOA CORPORATION
�uvwNc s s�e�.r[ee�r:c
73
6. 1. PROFESSIONAL SERVICES AGREEMENT COMPLIANCE �� @
KOA Corporation takes no exceptions to the City of Costa Mesa's sample Professional Services Agreement
provided in the RFP. KOA is in a position to obtain any required insurance that we do not already possess. A
proposal copy of our insurance certificate will be provided upon request.
6.2. FIRM PROFILES
Founded in 1967, KOA Corporation m OA CORPOPLATfON
' (KOA) is one of the leading traffic Fi t r.+aa� R Frac :veea r c
• sRANCH OFFICE
engineering and transportation planning and design firms in California,
..o
Avenue, Suite A
Orange, CA providing consulting services to both the public and private sectors.
8
Tel: (714) 573-0317 KOA has six offices to serve our California clients. With over 80
Fax: (714) 5739534 employees, our staff includes transportation planners and California-
Estahlished in 1987 in Monterey
registered civil and traffic engineers. KOA has provided engineering
Pitric, California
services for many of the largest public works and transportation
planning projects in California.
KOA is a California Corporation, a regional firm, based in and working
primarily in California.
KOA acquired Gardena -based CBM Consulting in 2009, a multi -
disciplined engineering consulting firm, and now provides expanded
services in civil engineering design, project management, construction
management and observation, staff assistance, grant application
processing, and NPDES program implementation.
Our professional planning and engineering staff members are available to provide the following services:
° 1� 1b
��O�P�ATI®1'd
�,wnrtait�a�, R FraG�NEFkih,G y,
r
I 1 I�' A
Communication matters. Whether it's interpersonal, inter -corporate, or interagency, effective communication
determines outcomes. At Katherine Padilla & Associates (KPA), they know this, profoundly. KPA lives this. Their
diverse professionals --they are certified WISE, DBE, SBE, and MBE --combine outstanding communication skills
with practical, deep-rooted technical depth to meet each client's needs completely. Effective, efficient, engaging
communication from the grassroots to the boardroom together with expert guidance in all community
matters defines KPA's mission.
Working as an extension of staff, KPA partners with public agencies to provide a comprehensive understanding of
apparent and nuanced community desires and concerns. KPA collects purpose -driven, relevant intelligence to
empower public -sector decision -makers to make informed, sensitive, gainful choices for their projects, programs,
and the communities they serve. They create comprehensive, powerful, effective communication instruments and
campaigns to help public -sector agencies advance their goals and fulfill their mission.
Here are some of the ways KPA does that
➢ Public input process design and facilitation
➢ Community meeting and interactive workshop design, logistics, graphic recording, summary of input
Community-based research including focus groups and interviews
➢ Community outreach and public information campaigns
➢ Proactive issues management (identifying, managing, and resolving issues before they devolve into crises)
Branding and graphic design including collateral development and electronic fact sheets, brochures,
newsletters, presentations, and flyers
➢ Website design and multimedia production including video, still photography, live Internet streaming for
community meetings and speakers summits
➢ Grassroots organizing
➢ Social media strategies, including webinars and blogs
➢ Media outreach, press releases and press kits
Understanding how issues of land use, funding, and other public policies can influence environmental review and
project design, they draw on their advanced facilitation and mediation skills to sidestep calcified groupthink and
herd -mentality resistance to develop innovative solutions and avoid potential blind spots and landmines. They
blend fresh ideas with time -tested wisdom to strategically resolve complex, multi -stakeholder, multi -agency
challenges. And they specialize in public infrastructure projects in any phase or aspect of planning, environmental
review, design, or construction. But technical skills alone are not enough.
KPA differs markedly from their competitors not only because of who they are and what they do, but also how
they do it. Their senior staff combines multidisciplinary technical and marketing skills with interpersonal soft skills,
intangible necessities gleaned only from extensive experienceand training. Their senior staff has deep knowledge
in areas like planning, design, engineering, environmental review, and construction. Each staff member also boasts
more than 10 years of hands-on experience in his or her field. Working proactively and sensitively, KPA senior
staff averts crises and solves problems before they become issues, concerns many firms do not recognize until they
have deteriorated into calamity. Their talents, training, and extraordinary experience position us uniquely to
communicate meaningfully with both the community and technical team members. In short, they serve as a
comprehensive communications bridge between a public agency and its community to achieve cost-effective
project or program results.
1KOA CORPORATION 25
t PtANNINC. $ ENGINURIFIrs CSO
From: Garcia, E=lizabeth f mailto:Garcia E@metro; net]
Sent: Friday, November 02, 2012 1:09 PM
To: 'kpadilla@katherinepadilla.com'
Subject: Annual DBE No Change Declaration - ACKNOWLEDGEMENT OF RECEIPT - Katherine Padilla &
Associates - METRO FILE #353
We have received your Annual DBE No Change Declaration for this year together with your most recent
tax returns (and license). Your DBE file has been updated. You will NOT receive any new certification
letters. We will do this again next year.
Email us if you have any questions and use file # as reference.
lizette g42rcia
Assistant DEO Representative
Diversity4 Eca-mk CA— tunityDept,
One 6afewayPhro, AIS 99-8-4
Las Angeles, CA 94012
Fax Z13 -9Z2-7660
Nobody has everything.... but everybody has something...... Iyanla
6.3. CONCLUSION
KOA expects that you will find this proposal for Professional Engineering Services for the Citywide School Zone
Traffic Engineering Project satisfactory. If you have any questions, feel free to contact Mr. Benjamin Chan at any
time during the proposal review period.
KOA CORPORATION 26
I IkANNING 8 ENGINEERING `e"
EXHIBIT C
FEE SCHEDULE
14 PSA 71 (D
KOA Corporation FEE SCHEDULE a CITYWIDE SCHOOL ZONE TRAFFIC CALMING PROJECT
HE
EXHIBIT D
CITY COUNCIL POLICY 100-5
15 PSA i i 02L
SUBJECT
POLICY
EFFECTIVE
PAGE
NUMBER
DATE
DRUG-FREE WORKPLACE
100-5
8-8-89
1 of 3
BACKGROUND
Under the Federal Drug -Free Workplace Act of 1988, passed as part of omnibus drug legislation
enacted November 18, 1988, contractors and grantees of Federal funds must certify that they will
provide drug-free workplaces. At the present time, the City of Costa Mesa, as a sub -grantee of
Federal funds under a variety of programs, is required to abide by this Act. The City Council has
expressed its support of the national effort to eradicate drug abuse through the creation of a
Substance Abuse Committee, institution of a City-wide D.A.R.E. program in all local schools
and other activities in support of a drug-free community. This policy is intended to extend that
effort to contractors and grantees of the City of Costa Mesa in the elimination of dangerous drugs
in the workplace.
PURPOSE
It is the purpose of this Policy to:
1. Clearly state the City of Costa Mesa's commitment to a drug-free society.
2. Set forth guidelines to ensure that public, private, and nonprofit organizations receiving
funds from the City of Costa Mesa share the commitment to a drug-free workplace.
POLICY
The City Manager, under direction by the City Council, shall take the necessary steps to see that
the following provisions are included in all contracts and agreements entered into by the City of
Costa Mesa involving the disbursement of funds.
1. Contractor or Subgrantee hereby certifies that it will provide a drug-free workplace by:
a. Publishing a statement notifying employees that the unlawful manufacture,
distribution, dispensing, possession, or use of a controlled substance is prohibited in
Contractor's and/or sub -grantee's workplace, specifically the job site or location
included in this contract, and specifying the actions that will be taken against the
employees for violation of such prohibition;
16 Psi i I %j3
4; e 3E` 4. d:avts;;xa:faraet:.; - _
... t .:s. H.:», : ..<sa:>.. >.<.,.3' . ..>. I i't�:,:'a
c $ t>x q..t-: s:.....7 e'._:;':::;:§[.. 3..<. :'#aq ::� -d'8e e4•;a° ...s§::,-> ..^aY- - ...#.4•e`.4:" <Y3. »°'Y:•;:x>FP a ..'s t:§` > >
,.i.,K.,..d.dr;.;a.R:�,:4:ivd�en.kxr°m3e€u$.`xaff#�ci�:{.�16s'ayyltll�,Lei >'� �'�
:c;ismt:-;;�3k�F.a.mrzm;ei=. s � -
SUBJECT POLICY EFFECTIVE PAGE
NUMBER DATE
DRUG-FREE WORKPLACE 100-5 8-8-89 2 of 3
U. LMaul ati-I g a i,jug4i-cu Awareness rrogram to intorm employees about:
1. The dangers of drug abuse in the workplace;
2. Contractor's and/or sub -grantee's policy of maintaining a drug-free workplace;
3. Any available drug counseling, rehabilitation and employee assistance programs;
and
4. The penalties that may be imposed upon employees for drug abuse violations
occurring in the workplace.
c. Requiring each employee engaged in the performance of the contract be given a copy
of the statement required by subparagraph A.
d. Notifying the employee in the statement required by subparagraph (1)(A) that, as a
condition of employment under the contract, the employee will:
1. Abide by the terms of the statement; and
2. Notify the employer of any criminal drug statute conviction for a violation
occurring in the workplace no later than five (5) days after such conviction.
e. Notifying the City of Costa Mesa within ten (10) days after receiving notice under
subparagraph (1)(D)(2) from an employee or otherwise receiving the actual notice of
such conviction.
f. Taking one of the following actions within thirty (30) days of receiving notice under
subparagraph (1)(D)(2) with respect to an employee who is so convicted:
1. Taking appropriate personnel action against such an employee, up to and
including termination; or
2. Requiring such employee to participate satisfactorily in a drug abuse assistance or
rehabilitation program approved for such purposes by Federal, State, or local
health agency, law enforcement, or other appropriate agency.
17 PSA 11 �j�
SUBJECT POLICY EFFECTIVE PAGE
NUMBER DATE
DRUG-FREE WORKPLACE 100-5 8-8=89 3 of 3
g. Making a good faith effort to maintain a drug-free workplace through implementation
of subparagraphs (1)(A) through (1)(F), inclusive.
2. Contractor and/or sub -grantee shall be deemed to be in violation of this Policy if the City
of Costa Mesa determines that:
a. Contractor and/or sub -grantee has/have made a false certification under paragraph
1 above;
b. Contractor and/or sub -grantee has violated the certification by failing to carry out
the requirements of subparagraphs 1 A through 1 G above; or
c. Such number of employees of Contractor and/or sub -grantee have been convicted
of violations of criminal drug statutes for violations occurring in the workplace as
to indicate that the contractor and/or sub -grantee has failed to make a good faith
effort to provide a drug-free workplace.
Should any contractor and/or sub -grantee be deemed to be in violation of this Policy
pursuant to the provisions of 2 A, B, and C, a suspension, termination or debarment
proceeding subject to applicable Federal, State, and local laws shall be conducted. Upon
issuance of any final decision under this section requiring debarment of a contractor
and/or sub -grantee, the contractor and/or sub -grantee shall be ineligible for award of any
contract, agreement or grant from the City of Costa Mesa for a period specified in the
decision, not to exceed five (5) years. Upon issuance of any final decision
recommending against debarment of the contractor and/or sub -grantee, the contractor
and/or sub -grantee shall be eligible for compensation as provided by law.
18 PSA 11 CL�