PROFESSIONAL SERVICES AGREEMENT No. ______
This Professional Services Agreement (“Agreement”) is dated for convenience January 30, 2019 and is entered into agreement between Dudek. (hereinafter “Contractor” or “Consultant”) and the Pleasanton Unified School District (hereinafter “PUSD”).
RECITALS
Whereas, PUSD desires Contractor to provide professional services for as detailed in Contractor’s response to PUSD RFQ 2018-19.04 California Environmental Quality Act (CEQA) Services dated September 28, 2018 (hereinafter “RFP”), and
Whereas, Contractor represents itself as able and, for a consideration, willing to perform the services outlined in the Contractor’s response to PUSD RFQ 2018-19.04 California Environmental Quality Act (CEQA) Services dated September 28, 2018,
Now, therefore, the parties enter into this Agreement for Contractor to provide professional services to PUSD as detailed herein. This Agreement attaches and incorporates by reference as though fully set forth herein the following documents: to PUSD RFQ 2018-19.04 California Environmental Quality Act (CEQA) Services dated September 28, 2018 (ATTACHMENT A), Contractor’s response to PUSD RFQ 2018-19.04 California Environmental Quality Act (CEQA) Services dated September 28, 2018 (ATTACHMENT B), (collectively constituting the “Agreement”).
A. TERM; EFFECTIVE DATE This Agreement shall become effective January 30, 2019.
B. SERVICES CONTRACTOR AGREES TO PERFORM Contractor agrees to perform the services provided for to PUSD RFQ 2018-19.04 California Environmental Quality Act (CEQA) Services dated September 28, 2018.
C. COMPENSATION The breakdown of costs and payment schedule associated with this Agreement are detailed in Contractor’s response to PUSD RFQ 2018-19.04 California Environmental Quality Act (CEQA) Services dated September 28, 2018 (ATTACHMENT B). Contractor shall furnish invoices in a form acceptable to PUSD which shall include the full name of the individual employed by PUSD who requested the service shown on the invoice. All amounts paid by PUSD to the Contractor shall be subject to audit by PUSD. Upon receipt of an acceptable invoice, payment shall be made within 30 days of approval by PUSD’s Deputy Superintendent of Business Services, in his or her sole discretion that the services have been rendered satisfactorily, and in a professional and timely manner in accordance with this Agreement. If PUSD and Contractor mutually agree that the scope of work described herein is increased, the Agreement may also be increased provided that there is a prior written modification to the Agreement. It shall be the responsibility of the Contractor to ensure that the total approved amount of the Agreement is not exceeded. Any work performed in excess of said amount shall not be compensated. In no event shall PUSD be liable for interest or late charges for late payments.
Item 11.3 Attachment A Page 1 of 126 D. NOTICE TO PARTIES All notices to be given by the parties hereto shall be in writing and served by depositing the same in the United States Post Office, postage prepaid and registered, as follows:
NOTICE TO PUSD CONTRACT OFFICE: Pleasanton Unified School District Purchasing Department 4750 1st Street Pleasanton, CA 94566 Attn: Ellen Rebosura Ph: 925.426.4335 Fax: 925.462.6065 Email: [email protected]
NOTICE TO THE CONTRACTOR:
CONTRACTOR Dudek
CONTACT PERSON NAME Katherine Waugh
STREET ADDRESS 1630 San Pablo Avenue, Ste 300
CITY, STATE, ZIP Oakland, CA 94612
TELEPHONE/FAX (510) 601-2500
EMAIL ADDRESS [email protected]
Item 11.3 Attachment A Page 2 of 126
Appendix A
Calculation of Charges
The Professional fee for the services under this Agreement shall not exceed the rates as stated in the Contractor’s response to PUSD RFQ 2018-19.04 California Environmental Quality Act (CEQA) Services dated September 28, 2018, (ATTACHMENT B).
Rate increases or changes, must have prior written approval from PUSD’s Deputy Superintendent of Business Services.
NOTE: All contractual agreements to exceed $45,000 shall require prior approval of the PUSD Board of Trustees (BP 3312).
Item 11.3 Attachment A Page 3 of 126 Item 11.3 Attachment A Page 4 of 126
OTHER GENERAL CONDITIONS TO PROFESSIONAL SERVICES AGREEMENT
1. AVAILABILITY OF FUNDS AND BUDGET AND FISCAL PROVISION AND TERMINATION IN THE EVENT OF NON-APPROPRIATION a. This Agreement is subject to the budget and fiscal policies, regulations and practices of PUSD, and approval and appropriation of funds for this Agreement. Charges will accrue only after prior written authorization is provided by the authorized representative of PUSD and proper execution of this Agreement by the parties. b. The amount of PUSD’s obligation hereunder shall not at any time exceed the amount herein stated. c. PUSD has no obligation to renew this Agreement after expiration of its term. If funds are appropriated for a portion of a fiscal year, this Agreement will terminate, without penalty, at the end of the term for which funds are appropriated. d. Contractor’s assumption of risk of possible non-appropriation is part of the consideration for this Agreement. e. This section controls against any and all other provisions of this Agreement.
2. DISALLOWANCE a. If Contractor claims or receives payment from PUSD for a service, reimbursement for which is later disallowed by the State of California or United States Government, Contractor shall promptly refund the disallowed amount to PUSD upon PUSD’s request. At its option, PUSD may offset the amount disallowed from any payment due or to become due to Contractor under this Agreement or any other Agreement. b. By executing this Agreement, Contractor certifies that Contractor is not suspended, debarred or otherwise excluded from participation in federal or state programs. Contractor acknowledges that this certification of eligibility to receive state or federal funds is a material term of this Agreement.
3. SUBMITTING FALSE CLAIMS; MONETARY PENALTIES Pursuant to Government Code §12650 et. seq., any person, including a contractor, subcontractor or a consultant, who submits a false claim, shall be liable to PUSD for three times the amount of damages which PUSD sustains because of the false claim. A person who commits a false claim act shall also be liable to PUSD for the costs of a civil action brought to recover any of those penalties or damages, and may be liable to PUSD for a civil penalty of up to ten thousand dollars ($10,000) for each false claim. A person will be deemed to have submitted a false claim to PUSD if the person: a. knowingly presents or causes to be presented to an officer or employee of PUSD, a false claim for payment or approval; b. knowingly makes, uses, or causes to be made or used a false record or statement to get a false claim paid or approved by PUSD; c. conspires to defraud PUSD by getting a false claim allowed or paid by PUSD; d. has possession, custody, or control of public property or money used or to be used by PUSD and knowingly delivers or causes to be delivered less property than the amount for which the person receives a certificate or receipt; e. is authorized to make or deliver a document certifying receipt of property used or to be used by PUSD and knowingly makes or delivers a receipt that falsely represents the property used or to be used; f. knowingly buys, or receives as a pledge of an obligation or debt, public property from any person who lawfully may not sell or pledge the property; g. knowingly makes, uses, or causes to be made or used a false record or statement to conceal, avoid, or decrease an obligation to pay or transmit money or property to PUSD; or h. is a beneficiary of an inadvertent submission of a false claim to PUSD, subsequently discovers the falsity of the claim, and fails to disclose the false claim to PUSD within a reasonable time after discovery of the false claim.
4. PAYMENT DOES NOT IMPLY ACCEPTANCE OF WORK No payment shall in any way lessen the liability of Contractor to remedy or replace unsatisfactory work, service, equipment, or materials, if the unsatisfactory character of such work, service, equipment or materials was not detected at the time of payment. Service, materials, equipment, components, or workmanship that do not conform to the requirements of this Agreement may be rejected by PUSD and in such case must be remedied or replaced by Contractor without delay at no additional cost to PUSD.
Item 11.3 Attachment A Page 5 of 126 5. QUALIFIED PERSONNEL Work under this Agreement shall be performed only by competent personnel under the supervision of and in the employment of Contractor. Contractor will comply with PUSD’s reasonable requests regarding assignment of personnel, but all personnel, including those assigned at PUSD’s request, must be supervised by Contractor. Contractor shall commit adequate resources to complete the project schedule specified in this Agreement.
6. RESPONSIBILITY FOR EQUIPMENT PUSD shall not be responsible for any damages to persons or property as a result of the use, misuse or failure of any equipment used by Contractor, or by any of its employees, even though such equipment be furnished, rented or loaned to Contractor by PUSD.
7. TAXES Contractor shall pay all taxes levied in connection with this Agreement, or the services delivered pursuant hereto.
8. INDEPENDENT CONTRACTOR a. Contractor or any agent or employee of Contractor shall be deemed at all times to be an independent contractor and not an employee of PUSD. Contractor shall be wholly responsible for the manner in which it performs the services required of it under this Agreement. Nothing contained in this Agreement shall be construed as creating an employment or agency relationship between PUSD and Contractor or its agents and employees. b. Any terms in this Agreement referring to direction from PUSD shall be construed as providing for direction as to policy and the result of Contractor’s work only, and not as the means by which such a result is obtained. PUSD does not retain the right to control the means or the method by which Contractor performs work under this Agreement. Nothing contained in this Agreement shall be construed as creating an employment or agency relationship between PUSD and Contractor or its agents and employees. c. If any governmental authority should, nevertheless, determine that Contractor is an employee, then PUSD’s payment obligations hereunder shall be reduced so that the aggregate amount of payments directly to Contractor and to the applicable governmental authority does not exceed the maximum amount specified in this Agreement under Section C., “Compensation”. Contractor shall refund any amounts necessary to effect such reduction. d. Contractor shall also complete and file with PUSD the attached W-9 form.
9. INSURANCE a. Without in anyway limiting Consultant’s liability pursuant to the “Indemnification” section of this Agreement, Consultant shall procure and maintain during the full term of this Agreement the following insurance amounts and coverage: 1) Commercial General Liability Insurance with limits not less than $1,000,000 (one million dollars) each occurrence Combined Single Limit for Bodily Injury and Property Damage (including coverage for claims of sexual abuse and molestation). 2) Workers’ Compensation Insurance, with Employer’s Liability limits not less than $1,000,000 (one million dollars) each accident. 3) Professional Liability (E & O) Insurance with limits not less than $1,000,000.00 (one million dollars) each occurrence and in the aggregate. Coverage must at a minimum apply to negligent Errors and Omissions arising out of professional services, performed under the contract, with any deductible not to exceed $250,000 each claim. b. Commercial General Liability policy must provide the following: 1) Name as Additional Insured the Pleasanton Unified School District, its Board, officers and employees. 2) That such policy is primary insurance to any other insurance available to the Additional Insured, with respect to any claims arising out of this Agreement and that such policies apply separately to each insured against who claim is made or suit is brought. c. If any policies are written on a claims-made form, Consultant agrees to maintain such insurance continuously in effect for three years following completion of this Agreement or extend the period for reporting claims for three years following the completion of this Agreement, such that occurrences which take place during the Agreement period shall be insured for three years following completion of the Agreement.
Item 11.3 Attachment A Page 6 of 126 d. The Consultant shall provide PUSD with the appropriate certificate(s) of insurance prior to commencing performance. The Consultant shall also be obligated to notify PUSD in writing at least 30 (thirty) days in advance of any cancellation, non-renewal or reduction of any of its insurance policies required under this Agreement. Consultant also understands and agrees that PUSD may withhold payment for services performed for any violations of the insurance provisions of this Agreement.
10. INDEMNIFICATION a. With respect to professional services to be provided under this Agreement, the Consultant shall indemnify and hold harmless PUSD, its Board, agents, and employees from and against any and all actions, claims, damages and losses, including attorney’s fees that may arise out of or in any way result from the negligent or wrongful acts, errors, or omissions of Consultant. b. With respect to claims arising under Consultant’s general liability coverage, the Consultant shall indemnify and hold harmless PUSD, its agents, and employees from and against any actions, claims, damages or loss, including attorney’s fees that may arise out of or in any way result from Consultant’s activities in the performance of its services under this Agreement. c. The Consultant will not, and will not permit its officers, employees and/or agents, to infringe on any patent right, copyright, trade secret or any other proprietary right or trademark of PUSD in the performance of services under this Agreement. The Consultant shall not disclose to third parties any details of its services for PUSD or the actions, inactions or decisions of the Agency, other than disclosure to third parties of the fact that Consultant represented PUSD in the particular publicly known transactions on which the Consultant works on PUSD’s, and to describe in general terms only, the Consultant’s role, the services Consultant performed, and the nature of such transactions. Such disclosures may be made to current or prospective clients of the Consultant or to others, and may consist of announcements and advertisements placed at the Consultant's own expense in legal, business, financial and other periodicals and publications.
11. LIABILITY OF PUSD PUSD’S PAYMENT OBLIGATIONS UNDER THIS AGREEMENT SHALL BE LIMITED TO THE PAYMENT PROVIDED FOR IN SECTION C (“COMPENSATION”) OF THIS AGREEMENT. NEITHER PARTY SHALL BE LIABLE FOR ANY SPECIAL, CONSEQUENTIAL, INDIRECT OR INCIDENTAL DAMAGES, INCLUDING BUT NOT LIMITED TO, LOST PROFITS IN CONNECTION WITH THIS AGREEMENT.
12. DEFAULT; REMEDIES a. Each of the following shall constitute an event of default (“Event of Default”) under this Agreement: 1) Contractor fails or refuses to perform or observe any term, covenant or condition contained in this Agreement. 2) Contractor (A) is generally not paying its debts as they become due, (B) files, or consents by answer or otherwise to the filing against it of, a petition for relief or reorganization or arrangement of any other petition in bankruptcy or for liquidation or to take advantage or any bankruptcy, insolvency or other debtors’ relief law of any jurisdiction, (C) makes an assignment for the benefit of its creditors, (D) consents to the appointment of a custodian, receiver, trustee or other officer with similar powers of Contractor or of any substantial part of Contractor’s property, (E) takes action for the purpose of any of the foregoing, or (F)is the subject of any order of a court or government authority related to the Federal Bankruptcy Act. b. On and after any Event of Default, PUSD shall have the right to exercise its legal and equitable remedies, including, without limitation, the right to terminate this Agreement for cause or to seek specific performance of all or any part of this Agreement. In addition, PUSD shall have the right (but no obligation) to cure (or cause to be cured) on behalf of Contractor any Event of Default; Contractor shall pay to PUSD on demand all costs and expenses incurred by PUSD in effecting such cure, with interest thereon from the date of incurrence at the maximum rate then permitted by law. PUSD shall have the right to offset from any amounts due to Contractor under this Agreement or any other agreement between PUSD and Contractor all damages, losses, costs, or expenses incurred by PUSD as a result of such Event of Default due from Contractor pursuant to the terms of this Agreement. c. All remedies provided for in this Agreement may be exercised individually or in combination with any other remedy available hereunder or under applicable laws, rules, regulations. The exercise of any remedy shall not preclude or in any way be deemed to waive any other remedy.
Item 11.3 Attachment A Page 7 of 126
13. TERMINATION a. It is expressly understood and agreed that in the event the Consultant fails to perform its obligations under this Agreement, this Agreement may be terminated for cause by PUSD and all the Consultant's rights hereunder ended. Termination for cause shall be upon ten (10) days written notice to Consultant, and no work will be undertaken by Consultant after receipt of the notice. In the event this Agreement is terminated by PUSD pursuant to this paragraph; the Consultant shall be paid for services performed up to the date of termination. b. It is further understood and agreed that PUSD may terminate this Agreement for PUSD's convenience and without cause at any time by giving the Consultant thirty (30) days written notice of such termination. In such an instance, the Consultant shall be entitled to compensation for services performed up to the effective date of termination. c. Upon receipt of written notice that this Agreement is terminated, the Consultant will submit an invoice to PUSD for an amount that represents the value of services actually performed up to the date of termination for which the Consultant has not previously been compensated as provided for herein. Upon approval and payment of this invoice by PUSD, PUSD shall be under no further obligation to the Consultant, monetarily or otherwise.
14. CONFLICT OF INTEREST a. Conflict of Interest Standards. The following is a brief overview of conflict of interest laws and policies. Contractor is responsible to know, and comply with, the full requirements of the law. 1) Under the California Political Reform Act (CPRA), codified in part as Government Code section 1090 and sequential, and section 87100 and sequential: No public official shall make, participate in making, or in any way attempt to use his or her official position, to influence a contract on behalf of the public agency when he or she knows, or has reason to know, that he or she has a personal financial interest in that contract. 2) Government Code section 1090 defines “making” a contract broadly to include actions that are preliminary or preparatory to the selection of a contractor such as but not limited to: involvement in the reasoning, planning, and/or drafting of scopes of work, making recommendations, soliciting bids and requests for proposals, and/or participating in preliminary discussions or negotiations. (Cal. Govt. Code § 1090) 3) State law limits the amount of gifts that may be received by public officials from a single source during a calendar year. In 2016, the gift limit is $460 per source per calendar year. (See e.g. Cal. Govt Code 89503; 2 CCR 18940.2. See also www.fppc.ca.gov) 4) State law prohibits, with limited exceptions, certain former local public officials from appearing before their former public agency for the purpose of influencing a governmental decision for 12 months from the date the former employee left that public agency. (Cal. Govt. Code § 87406.3) 5) State law bars a public agency employee from making governmental decisions regarding an organization which is engaged in employment negotiations with that public agency employee. (Cal. Govt. Code § 87407) 6) Contractors and their representatives may be required to disclose economic interests that they hold that could foreseeably be affected by the exercise of their public duties. If applicable, Contractors/representatives must submit a disclosure filing called a Statement of Economic Interests or “Form 700.” (Cal. Govt. Code §§ 81000-91015; PUSD Board Rules and Procedures 9270, “Conflict of Interest Code”) b. Obligations of Contractor. It is the obligation of the Contractor, as well as any subcontractors, to determine whether or not participation in a contract may constitute a conflict of interest. While PUSD staff maintains records regarding the award and execution of contracts, it does not have access to specific information concerning which entities, partners, subcontractors or team members perform specific work on these contracts. A conflict of interest or an unfair advantage may exist without any knowledge of PUSD. The determination of the potential for a conflict must be made by the Contractor. Contractor is responsible to notify PUSD immediately if it finds that a potential conflict may exist. c. Consultation with Counsel. PUSD strongly advises any Contractor, and any proposing/ bidding firm, to consult with its legal counsel to determine whether a conflict of interest may exist. It is the responsibility of a Contractor, or a proposing/bidding firm, to make that determination. d. Consequences of a Violation. Any contract made in violation of Section 1090 is void and cannot be enforced. When Section 1090 is violated, a government agency is not obligated to pay the Contractor for any goods or services received under the void contract. The government agency can seek repayment from the Contractor
Item 11.3 Attachment A Page 8 of 126
of any amounts already paid, and refer the matter to appropriate authorities for prosecution. Additional consequences may also apply. e. Disclosure Requirement. Contractor will submit to PUSD a list of all of Contractor’s employees (including owners) who are also current PUSD Board members or employees, or former PUSD Board members or employees in the last year. Contractor will submit the attached “Contractor’s Disclosure Form Regarding PUSD Officials.” Contractor will update this form with PUSD, as needed, during the term of this Agreement. Exception: Public agencies that provide contract services to PUSD are not subject to this disclosure requirement. f. Compliance with Gift Limits. Contractor will abide by legal gift limits and use good judgment, discretion and moderation when offering gifts, meals or entertainment or other business courtesies to PUSD officials, and in order not to place PUSD officials in conflict with any specific gift restrictions: (1) No Contractor or representative thereof shall offer, give, or promise to offer or give, directly or indirectly, any money, gift or gratuity to any PUSD contracting or procurement official at any time. (2) No Contractor or representative thereof shall offer or give, directly or indirectly, any gifts in a calendar year to a PUSD official which exceed the allowable gift limit. (See e.g. Cal. Govt Code 89503; 2 CCR 18940.2. See also www.fppc.ca.gov)
15. PROPRIETARY INFORMATION OF PUSD a. Contractor understands and agrees that, in connection with this Agreement, the Contractor may have access to proprietary or confidential information which may be owned or controlled by PUSD and that such information may contain proprietary details, the disclosure of which to third parties will be damaging to PUSD, its employees or students. Contractor also understands and agrees that the disclosure of such information may violate state and/or federal law and may subject the Contractor to civil liability. Consequently, Contractor agrees that all information disclosed by PUSD to the Contractor shall be held in strict confidence and used only in performance of the Agreement, unless disclosure is required by law or court order. Contractor shall exercise the same standard of care to protect such information as is used to protect its own proprietary or confidential information. b. Contractor shall comply at all times with the requirements of the Family Educational Records Privacy Act (“FERPA”) and relevant state law regarding the confidentiality and handling of student records, including but not limited to California Education Code sections 49073 and sequential. Contractor shall only access confidential student information pursuant to prior written parental consent, legitimate educational interest in performing duties on behalf of PUSD under this Agreement, or other provisions of federal and state law permitting access to confidential student information. Contractor shall not use confidential student data for any purposes other than providing services to PUSD pursuant to this Agreement. Contractor shall not re-disclose confidential student information to any third party without the prior written consent of PUSD and any such re-disclosure shall be consistent with state and federal law. c. The confidentiality provisions of this Section shall survive the termination or expiration of this Agreement.
16. OWNERSHIP OF THE RESULTS Any drawings, plans, specifications, blueprints, studies, reports, memoranda, computation sheets, computer data files and media or other documents prepared by Contractor in connection with services to be performed under this Agreement, shall be the property of and be promptly transmitted to PUSD. However, Contractor may retain and use copies for reference and as documentation of its experience and capabilities, but only to the extent that such retention and use complies with Section 15 of this Agreement (“Proprietary Information of PUSD”).
17. EMAIL COMMUNICATIONS/SHARED DOCUMENTS PUSD may communicate and transmit documents using email. In addition, shared documents may be hosted on servers located in a facility other than PUSD’s offices or school sites (“in the cloud”). The District uses reasonable precautions to keep electronic information secure and confidential; however, there may be risks to communicating and storing information in this manner. Contractor consents to allow email communication as well as having data stored “in the cloud.”
18. AUDIT AND INSPECTION OF RECORDS The Consultant agrees to maintain and make available to PUSD accurate accounting and other records relative to its obligations under this Agreement. The Consultant will participate promptly and cooperatively in any audits conducted by PUSD or its nominee, and permit PUSD or a representative to audit, examine and make copies from such books and records, and to perform audits related to all matters covered by this
Item 11.3 Attachment A Page 9 of 126
Agreement, whether funded in whole or in part under this Agreement. The Consultant shall maintain such data and records in an accessible location and condition for a period of not less than three years after a final payment under this Agreement or until after final audit has been completed, whichever is later.
19. SUBCONTRACTING The Consultant is prohibited from subcontracting this Agreement or any services provided pursuant to this Agreement unless such subcontracting is agreed to in writing and executed in the same manner as this Agreement. No party on the basis of this Agreement shall in any way contract on behalf of or in the name of the other party of this Agreement, and violation of this provision shall confer no rights on any party and shall be void.
20. ASSIGNMENT It is understood and agreed that the services to be performed by the Consultant are personal in character and neither this Agreement nor any duties or obligations hereunder shall be assigned or delegated by the Consultant without the prior written consent of PUSD.
21. NON DISCRIMINATION Contractor agrees that it shall not discriminate on the basis of sex, race, religious creed, national origin, age, marital status, sexual orientation, gender, AIDS/ARC/HIV status, or disability, in its performance under this Agreement.
22. WAIVER Either party’s failure at any time to enforce any default or right reserved to it, or to require performance of any of the Agreement’s terms, covenants, or provisions by the other party at the time designated, shall not be a waiver of any such default or right to which the party is entitled, nor shall it in any way affect the right of the party to enforce such provisions thereafter.
23. MODIFICATION OF AGREEMENT This Agreement may only be modified or amended by written instrument executed and approved in the same manner as this Agreement.
24. DISPUTE RESOLUTION a. Prior to any action or resort to any legal remedy, PUSD and Contractor agree to exercise reasonable efforts, and to negotiate in good faith, to amicably resolve any dispute that may arise concerning the performance by either party of their obligations under this Agreement. If PUSD's and Contractor's project managers cannot resolve disputes through such negotiations, then the Parties’ project managers will escalate the dispute to their respective executives who shall have authority to resolve the controversy and who are at a higher level of management than the project managers. b. In such event, either PUSD or Contractor shall give the other party written notice of any dispute not resolved by good faith negotiations between the Parties’ respective project managers. Within fifteen (15) days after delivery of such initial notice, the receiving party shall submit to the other a written response. Both the initial notice, and the response, shall include (i) a statement of that party's position, (ii) a summary of arguments supporting that position, and (iii) the name and title of the executive who will represent that party and of any other person who will accompany the executive. c. Within thirty (30) days after delivery of the initial notice, the executives of both parties shall meet at a mutually acceptable time and place, and thereafter as often as they reasonably deem necessary, to attempt to resolve the dispute. All reasonable requests for information made by one party to the other shall be honored. All negotiations pursuant to this clause are confidential and shall be treated as compromise and settlement negotiations for purposes of applicable rules of evidence. d. If the executives cannot resolve the dispute to the satisfaction of both Parties, then PUSD and Contractor may attempt to mutually agree on the conditions under which such unresolved disputes can be referred to mediation or non-binding arbitration. If the parties do not mutually agree to mediation or non-binding arbitration, or mutually select a mediator or arbitrator for the dispute, or such efforts do not resolve the dispute, then either party may pursue any remedy available under California law.
Item 11.3 Attachment A Page 10 of 126
25. COMPLIANCE WITH AMERICANS WITH DISABILITIES ACT Contractor acknowledges that, pursuant to the Americans Disabilities Act (ADA), programs, services and other activities provided by a public entity to the public, whether directly or through a contractor, must be accessible to the disabled public. Contractor shall provide the services specified in this Agreement in a manner that complies with the ADA and any and all other applicable federal, state and local disability rights legislation. Contractor agrees not to discriminate against disabled persons in the provision of services, benefits or activities provided under this Agreement and further agree that any violation of this prohibition on the part of Contractor, its employees, agents or assigns will constitute a material breach of this Agreement.
26. COMPLIANCE WITH LAWS Contractor shall keep itself fully informed of the applicable state and federal law affecting the performance of this Agreement, and shall at all times comply with such laws as they may be amended from time to time.
27. GOVERNING LAW; VENUE This Agreement shall be governed by the laws of the State of California. The venue for all litigation relative to this Agreement shall be Alameda County.
28. SECTION HEADINGS The section headings contained herein are for convenience in reference and are not intended to define the scope of any provision of this Agreement.
29. ENTIRE AGREEMENT The entire Agreement between the parties is included herein and no warranties, expressed or implied, representations, promises, or statements have been made by either party unless endorsed herein in writing, and no change or waiver of any provision hereof shall be valid unless made in writing and executed in the same manner as this Agreement.
30. EXECUTION OF THE AGREEMENT, EXECUTION IN COUNTERPARTS a. Original copies of this Agreement shall be executed by the respective party’s authorized signatory(ies). b. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original agreement, but all of which shall be considered one instrument and shall become a binding agreement when one or more counterparts have been signed by each of the parties and delivered to the other.
31. SEVERABILITY If any term or provision of this Agreement shall be found illegal or unenforceable, this Agreement shall remain in full force and effect and such term or provision shall be deemed stricken.
(Continued on the next page.)
Item 11.3 Attachment A Page 11 of 126 Item 11.3 Attachment A Page 12 of 126 ATTACHMENT A
RFQ # 2018-19.04 California Environmental Quality Act (CEQA) Services
Request for Qualifications (RFQ) for California Environmental Quality Act (CEQA) Services for Inclusion in a District Pool for a Five (5) Year Period
Pleasanton Unified School District (District) Department of Facilities and Construction 4750 First Street Pleasanton, CA 94566
1.00 INTRODUCTION
1.01 Purpose of RFQ The District, on behalf of the Board of Trustees (BOT), is inviting submittals of Statements of Qualifications (SOQs) from interested and qualified Environmental Services Firms (Consultant) to provide Environmental Planning & Consulting Services to the District for environmental review of planned projects relating to compliance with the California Environmental Quality Act (CEQA), National Environmental Policy Act (NEPA), the National Historic Preservation Act (NHPA), if applicable, and comprehensive services for various projects. The District expects to conduct significant construction projects at the Campuses over the next 10 years. This RFQ seeks to pre-qualify Consultants that demonstrate the highest level of experience and capabilities to provide environmental consulting services.
Selection will result in a pool of Environmental Planning & Consulting Service Providers (Pool) expected to provide comprehensive services to the District on an as-needed basis over the next five (5) years. If you would like to submit a response to this RFQ, review “Instructions for Submitting a SOQ” section for instructions. This document outlines the requirements, selection process, and documentation necessary to submit SOQs in response to this solicitation.
The District may modify the RFQ prior to the deadline for submittals by issuance of an electronic addendum on the District’s website (www.pleasantonusd.net). Acknowledging Consultants will receive a response via email with the addenda information if any is provided. Consultants must respond acknowledge of receipt of the addenda, via email, within two (2) business days to continue on with the selection process after receipt.
Selection for the Environmental Planning & Consulting Services Firms will be performed by the District evaluation committee (Committee). If the District determines it to be in their best interest, interviews may be arranged as part of the selection process.
Following identification of qualified Consultants selected for the Pool, the District may request project-specific Request for Proposals (RFPs) on an as needed basis from the Pool. An Agreement will be awarded to the Consultant(s) which, in the judgment of the District, best accomplishes the desired results, and shall include, but not be limited to, a consideration of the professional service fee. Award of an Agreement to a Consultant will be only by action of the District's Board of Trustees.
Pre-qualified Consultants in the Pool will be eligible to provide scope and fee proposals for specific assignments (Projects) upon request from the District. The District may issue a Project specific RFP, based on qualifications, performance on previous projects, and an evaluation of the scope and fee proposal prepared for the specific Project. Page 1 of 20
Item 11.3 Attachment A Page 13 of 126 ATTACHMENT A
RFQ # 2018-19.04 California Environmental Quality Act (CEQA) Services
The District reserves the right to request Proposals from outside of the Pool of services at any time. The District reserves the right to request a scope of work and fee proposal from one or more of the Consultants in the Pool and may choose to award a project to any of the Consultants at its sole discretion.
Attached is a sample copy of the District’s Standard Professional Services Agreement (Attachment A). Attachment A is not to be included with the Consultant’s SOQ submittal. Specific project needs may include only a portion of the services identified therein. The exact scope of services required by the District will be set forth in a project-specific RFP. Consultants are expected to identify, in the SOQ, the services for which they would like to submit. The selected Consultant, should Consultant accept the Project, will sign the Agreement as-is. Modifications to the Agreement may be discussed should the District choose to exercise this option.
2.00 GENERAL INSTRUCTIONS
2.01 Consultants should carefully read and follow all directions in this RFQ.
2.02 Standard District Documents, Forms, and Additional Information The following documents are a part of this RFQ. Consultants are advised to ensure that they have the most recent documents. The following documents are attached to the RFQ as detailed below:
Attachments: A. District Standard Professional Services Agreement; B. Drug-Free Workplace Certification; C. Non-Collusion Affidavit; D. Tobacco-Free Environment Certification.
The Standard Professional Services Agreement may be modified, based on project-specific needs, by the District. The selected Consultant, should the Consultant agree to perform the Project offered, will sign the Agreement as-is. Modifications to the Agreement may be discussed should the District choose to exercise this option.
2.03 No Commitment to Award / Non-Binding Issuance of this RFQ and receipt of SOQs does not commit the District to award an Agreement. This RFQ and/or the interview process, shall in no way be deemed to create a binding contract or Agreement of any kind between the District and the Consultants. Selection of a Consultant’s Firm (Firm) to participate in the Pool of pre-qualified Consultants does not guarantee the award of an Agreement.
2.04 Irregularities The District reserves the right to reject any or all applicants, incomplete packets, non-responsive applicants, and to waive any irregularities or informalities in the RFQ. The decisions to provide a waiver shall in no way modify or compromise the overall purpose of the SOQ, nor excuse the Consultant from full compliance with all requirements if awarded an Agreement.
The District reserves the right to reject any or all SOQs, to alter the selection process in any way, to postpone the selection process for its own convenience at any time. District is an equal opportunity employer.
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2.05 Rejection of SOQs The District may reject any or all SOQs and may waive any immaterial deviation in a SOQ. The District’s waiver of an immaterial defect shall in no way modify the RFQ documents or excuse the Consultant from full compliance with the specifications if awarded the contract.
2.06 Disposition of the SOQs SOQs become the property of the District. The information contained in all SOQs shall be held confidential to the extent permitted by law. All materials, ideas, and formats submitted in response to this SOQ shall become the property of the District upon receipt and shall be considered public records. The SOQ or any information attached to the SOQ will not be returned to the Consultants but may be returned only at the District’s option. Consultants acknowledge and recognize that the District, as a public agency, is subject to the California Public Records Act.
2.07 Cancellation While it is the intent of the District to include all pre-qualified successful Consultants, this solicitation does not obligate the District to enter into any Agreement or Contract. The District reserves the right to cancel this RFQ at any time, in the best interest of the District. No obligation, either expressed or implied, exists on the part of the District to make an award or to pay any costs incurred in the preparation or submission of a SOQ in response to this RFQ.
2.08 Modifications The District expressly reserves the right to modify any portion of this RFQ prior to the latest date/time for submission of RFQ responses. Modifications, if any, made by the District to the RFQ will be in writing; potential Consultants who have obtained this RFQ from the District prior to any such modifications will be issued modifications to the RFQ by written addenda.
2.09 Exceptions / Deviations Any exceptions to or deviations from the requirements set forth in this RFQ, must be declared in the submission by the Consultant. Such exceptions or deviations must be segregated as a separate element of the SOQ under the heading "Exceptions and Deviations”. If you wish to present alternative approaches to meet the District's work requirements, these should be thoroughly explained.
2.10 Clarification The District reserves the right to request clarification of RFQ data from any Consultant, or all Consultants, without changing the terms of the RFQ.
3.00 SOQ SUBMITTAL All SOQs shall be considered, subject to acceptance by the District, and may not be withdrawn for a period of 120 calendar days following the last day to accept SOQs. SOQs may not be amended after the due date, except by the consent of the District.
3.01 Selection Process Schedule The District reserves the right to change and/or modify the schedule. This is a proposed schedule that is subject to change. Any changes to the schedule for the RFQ/SOQ process will be issued to all Consultants via addenda.
SOQs may be withdrawn at any time before the deadline, prior to the scheduled opening of SOQs, by written request from the person who can legally bind the Consultant and the signor of the SOQ.
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No amendment, addendum or modification will be accepted after the SOQ has been submitted to the District. If a change to a SOQ that has been submitted is desired, the submitted SOQ must be withdrawn and the replacement SOQ submitted to the District prior to the time scheduled for opening of SOQs.
Scheduled Activities Dates RFQ Advertised – 1st Advertisement to September 28, 2018 prospective Consultants. RFQ Advertised – 2nd advertisement to October 5, 2018 prospective Consultants. Mandatory Pre-Selection Meeting. October 19, 2018 NOTE: If you do not attend this meeting, you 11:00am to 12:00pm, District Board Room will be automatically be disqualified and not able to continue in the process. Last day to submit SOQ questions. October 26, 2018 Last day for District to respond to SOQ November 9, 2018 questions. SOQ due. November 30, 2018 at 2:00 PM All late SOQs will be automatically disqualified. SOQs review by the Committee to be placed December 3, 2018 through December 31, in the District Pool. 2018 Interviews with Presentation. January 14, 2019 through January 16, 2019 Recommendation to the Board of Trustees. January 29, 2019 Selected Consultants informed. February 1, 2019
3.02 Delivery of SOQs SOQs must be delivered to the address below at or before the time and date set in the Selection Process Schedule.
Name: Ellen Rebosura Title: Coordinator, Purchasing, Warehouse, and Graphics Department: Purchasing/Warehouse Department Address: 4665 Bernal Avenue, Pleasanton, CA 94566 Telephone: (925) 426-4335 E-Mail: [email protected]
3.03 Responsibility for Timely Delivery of SOQs It is the Consultant’s responsibility to ensure SOQs are received on or before the deadline and at the identified location. A postmark will not be accepted as meeting the delivery requirement. Deliveries by third party carriers, including but not limited to the U.S. Postal Service, FedEx and United Parcel Service, are routed through the District’s Mailroom and may experience delay beyond the carrier’s stated delivery timeframe. Hand delivery should include time allowances for limited parking, or other potential obstacles of reaching the delivery location in a timely manner.
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SOQs delivered to other places, even if in different departments within the District’s offices, will not be considered.
In order to be considered “on time”, a SOQ must either be date-stamped or bear a handwritten inscription by an authorized District representative confirming receipt by the above specified deadline.
Late SOQs may be returned to the Consultant or discarded without evaluation and the Consultant will be disqualified. It is the practice of the District not to consider late submittals. The District shall not be responsible for, nor accept as a valid excuse, a late submittal delivery.
3.04 Consultant’s Cost Each Consultant acknowledges and agrees that the preparation of all materials for the SOQ to the District and all presentations, related costs and travel expenses are at the Consultant’s sole expense, and the District is not, under any circumstances, responsible for any cost or expense incurred by the Consultant. Consultants shall not include any such expenses as part of their SOQs.
4.00 QUESTIONS FROM CONSULTANTS
4.01 Clarifications and Questions from Consultants All communications regarding this RFQ including requests for information or clarification of the intent or content of this RFQ must be received by the District’s Facilities and Construction (FC) Department shown below with a cc to the District’s Purchasing Department, in writing via email to the email addresses contained in sections 5.01 and 5.02, no later than the date set for submitting questions stated in the Selection Process Schedule. Only the District’s FC Department, as identified below, is authorized to answer questions relative to this RFQ. Information obtained verbally from any other source has no authority, may not be relied upon, and shall have no standing in any event that may occur.
The District shall not be obligated to answer any questions received after the above-specified deadline or any questions submitted in a manner other than as instructed. The District’s FC Department, at its sole discretion, shall determine if any questions submitted by a Consultant requires the issuance of an Addendum, which shall be provided to all Consultants via the Addenda process.
Written addenda will be posted on the District’s website (www.pleasantonusd.net) on or before the date fixed for issuing addenda as stated in the Selection Process Schedule. All Consultants shall be responsible for the contents of all RFQ addenda and it shall be the responsibility of each Consultant to ensure that all addenda have been reviewed by checking the District’s website. Responses to the written questions received by the deadline will be incorporated in a RFQ addendum.
Failure of Consultant to acknowledge receipt of any addenda shall not relieve the Consultant from any obligation therein. Consultant should acknowledge any and all e-mails sent by the District regarding this RFQ by replying to the e-mail sender that the e-mail was received.
To control information disseminated regarding this RFQ, Consultants shall not contact any District employee or official (including any Board members) regarding this RFQ other than the individuals listed below as the District’s FC Department. Contacting District
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RFQ # 2018-19.04 California Environmental Quality Act (CEQA) Services staff or officials (including Board members) regarding this RFQ will result in disqualification. This will assure that all Consultants receive the same information in a timely manner.
5.00 DISTRICT’S FC DEPARTMENT AND PURCHASING DEPARTMENT
5.01 Facilities and Construction Department for the Process is:
Name: Nick Olsen Title: Director of Facilities and Construction Campus: Pleasanton Unified School District Address: 4750 First Street, Pleasanton, CA 94566 Telephone: (925) 426-4404 E-Mail: [email protected]
5.02 Purchasing Department for the Process is:
Name: Ellen Rebosura Title: Coordinator, Purchasing, Warehouse, and Graphics Department: Purchasing/Warehouse Department Address: 4665 Bernal Avenue, Pleasanton, CA 94566 Telephone: (925) 426-4335 E-Mail: [email protected]
6.00 INSTRUCTIONS FOR SUBMITTING SOQ The SOQ should be well organized and provide a comprehensive, complete but concise summary of qualifications and capabilities while still providing the requested information to satisfy the requirements of the RFQ.
The inclusion into the Pool of a Consultant will be based on demonstrated qualifications to provide the services requested under this RFQ at a fair and reasonable price. The District will consider the qualifications of a Consultant as an entity, but the primary interest of the District is the qualifications, experience, and capabilities of the principal agents proposed by the Consultant to provide environmental planning and consulting services to the District. The services sought by this RFQ are professional services that require unique and specialized qualifications. Therefore, the District may consider the factors set forth herein to include the Consultant(s) who best meet the specific needs of the District.
Consultants shall submit a SOQ in accordance with the following instructions:
A. All materials submitted as part of a SOQ in response to the RFQ shall be on 8- 1/2” x 11” standard white paper in portrait orientation with each page clearly numbered on the bottom. All submitted materials must be bound in a plastic spiral bound notebook. Do not submit three ring binders or spine bars. All other forms of submittals will be rejected and considered disqualified.
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B. Submit three complete hard copies (3) copies of the SOQ and one (1) copy as a digital file, PDF format, on a USB flash drive, in a sealed envelope with the following clearly marked on the outside:
“[Consultant’s Firm Name]” “SOQ for RFQ No. [insert #]”
C. The original copy shall be marked “Original” and must be wet signed, including any attachments, by an authorized individual or an officer of the corporation to bind the Firm. Additional copies may be photocopies.
D. SOQs should be typed, minimum size font is nine (9), and should not include any unnecessarily elaborate or promotion material. Non-requested information and lengthy narrative is discouraged; SOQs should be brief and concise. The form, content, and sequence of the SOQs should follow the outline listed in this RFQ.
E. Each section under “Contents of SOQ Required Information and Scoring”, shall have Tabbed dividers. Tabbed dividers shall be used to identify and separate the sections of the SOQ response which correspond to the information requested in this RFQ. If the section does not apply, clearly indicate that in the Tabbed section by stating the section does not apply for your Firm.
F. The SOQ shall not exceed 25 pages, excludes Transmittal Letter, Cover Page, Table of Contents, separating Tabs, items under Additional Materials section, Appendices, and District required forms. Non-responsive SOQs will be automatically disqualified. Additional time will NOT be given to provide missing information.
G. Each question will be scored against an ideal response which, in the opinion of the Committee, would receive the maximum number of points possible, as indicated in the “Contents of SOQ – Required Information and Scoring” section.
H. If all information is not provided, the SOQ may not be considered and disqualified. The Committee may, at its sole discretion, call the contacts provided or others as may become known for reference checks.
I. All addenda that may be part of this RFQ must have a wet signature from the person who can legally bind the Consultant and the signor of the SOQ and submitted with the SOQ or you may be disqualified.
J. Added Materials: Consultants are not prohibited, but are discouraged, from submitting additional materials not required in the RFQ Contents/Format. However, if a Consultant elects to submit additional materials, this documentation should be separately tabbed from the information requested and labeled “Additional Information”. The Committee may choose to review the additional material but will not be required to do so.
K. Deliver the SOQ to the District’s Purchasing Department for the Selection Process prior to the date and time indicated in the Selection Process Schedule. Faxed SOQs will not be accepted.
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7.00 CONTENTS OF SOQ - REQUIRED INFORMATION AND SCORING Adhere to the following organization in the SOQs by providing tabs for sections listed below as noted:
TAB # REQUIRED CONTENT OF SOQs POINTS
1. Cover Letter of Interest and Statement of Accuracy and Authority 10 points A cover letter of transmittal shall be addressed to the District’s FC Department and must, at a minimum, contain the following:
A. Maximum one (1) page; B. Identification of the Firm(s) including name, mailing address, e-mail address, telephone number, and fax number of Firm; C. Cover letter must include referencing the RFQ and confirms that all elements of the SOQ have been read and understood; D. Acknowledgement that Consultant has reviewed each and every addendum associated with this RFQ; E. Name, title, address and telephone number of contact person during period of SOQ evaluation; F. Identification of any information contained in the SOQ which the Consultant deems to be, and establishes as, confidential or proprietary and wishes to be withheld from disclosure to others under the state Public Records Act (a blanket statement that all contents of the submittal are confidential or propriety will not be honored by the District); G. A statement of understanding of the insurance requirements in the sample District Standard Professional Services Agreement including a statement that the Consultant is able to meet those requirements if a contract is offered to the Consultant, and H. Wet signature on the original SOQ including the Statement of Accuracy and Authority, below, of a person authorized to bind the Firm to the terms of the submitted SOQ:
Statement of Accuracy and Authority
The undersigned is duly authorized to execute this Statement of Qualifications on behalf of the Consultant. The undersigned warrants and represents that he/she has personal knowledge of each of the responses to this Statement of Qualifications and/or that he/she has conducted all necessary and appropriate inquiries to determine the truth, completeness, and accuracy of responses to this Statement of Qualifications.
The undersigned declares and certifies that the responses to this Statement of Qualifications are complete and accurate. There are no omissions of material fact or information that render any response to be false or misleading and there are no misstatements of fact in any of the responses.
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Executed this ___ day of ______2018, at ______.
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
______(Signature)
______(Typed or written name)
2. Table of Contents 5 points Immediately following the cover letter, include a complete Table of Contents for material included in the SOQ.
3. Executive Summary 5 points The Executive Summary should contain the following, maximum one (1) page: A. Briefly describe your Firm’s philosophy and processes for providing environmental planning and consulting services; B. Include number of years in business, whether or not the Firm has gone by a different name while under substantially the same management, and a list of your senior members’ length of association with your Firm;
4. Services 90 points The District requires CEQA documents to cover all projects initiated during the first 10-year period, as determined by the District. The Consultant will be required to, among other things, generate CEQA Compliance services as set forth herein for any and all projects identified by the District.
The Consultant will be required to, among other things, to generate CEQA documents that consider the following environmental factors as set forth in Appendix G of the 2014 California Environmental Act and CEQA Statue and Guidelines published by the Association of Environmental Professionals, along with any other factors that may be added or revised to the CEQA requirements:
Aesthetics; Agricultural Resources; Air Quality; Biological Resources; Cultural Resources; Geology / Soils; Greenhouse Gas Emissions; Hazards and Hazardous Materials; Hydrology / Water Quality; Land Use / Planning; Mineral Resources; Page 9 of 20
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Noise; Population / Housing; Public Services; Recreation; Transportation / Traffic; Utilities / Service Systems; Mandatory Findings of Significance.
Each Consultant is encouraged to provide any additional information or description of resources the Consultant believes is pertinent to this RFQ. The District, as its sole discretion, shall assess any additional information provided but is under no obligation to review or obtain documents or information that is not provided by the Consultant. For example, if Consultant references a website or suggest the District contact a third party, the District may, but is not obligated to, take the steps necessary to acquire the referenced information.
The Consultant’s SOQ shall include the following services, to be divided into three Phases: Phase I - Site Review; Phase II - Program Report; and, Phase III - CEQA Documents. The District, at its sole discretion, shall select the Consultant(s) to provide some or all of the services for the District’s individual projects.
1. Phase I: Site Review. The Consultant shall compile the relevant background data and reports; conduct a comprehensive review of District Sites to determine the status of CEQA Compliance; conduct a comprehensive review of site maps; conduct a comprehensive review of U.S. Geological Survey topographic maps; field survey; attend meetings with District representatives; determine issues for analysis; attend meetings of the Board of Trustees, neighborhood groups and such other meetings as necessary, for the orderly progress of Consultant’s services.
2. Phase II: Program Report. The Consultant shall prepare a Program Report. The Program Report shall include a summary of findings and conclusions and a recommendation identifying the proper environmental documents to be prepared in order to meet CEQA Compliance, i.e., notice of exemption, negative declaration, negative mitigated declaration or EIR.
3. Phase III: CEQA Documents. The Consultant shall prepare the following documents:
a. Technical Studies. Consultant shall prepare or caused to be prepared, the necessary studies of the environmental factors listed above in this section to generate the pertinent information to complete the Initial Study.
b. Draft Initial Study. Consultant shall prepare a draft Initial Study and provide the District with
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copies of the same for the District’s review. The District’s comments, modifications, and other notations generated upon review of the draft Initial Study shall be incorporated by Consultant into successive drafts, as necessary, and provided to the District for its review, comments, modifications, and other notations. The District’s comments, modifications, and other notations generated upon review of the draft(s) shall be incorporated by Consultant into the final Initial Study, which shall be approved by the District in writing. c. Draft Mitigation Monitoring Plan. Consultant shall prepare a draft Mitigation Monitoring Plan and provide the District with copies of the same for the District’s review. The District’s comments, modifications and other notations generated upon review of the draft Mitigation Monitoring Plan shall be incorporated by Consultant into successive drafts, as necessary, and provided to the District for its review, comments, modifications, and other notations. The District’s comments, modifications, and other notations generated upon review of the draft(s) shall be incorporated by Consultant into the final Initial Study, which shall be approved by the District in writing. d. Final Initial Study. Consultant shall prepare a Final Initial Study consisting of the draft Initial Study and the draft Mitigation Monitoring Program, comments and responses thereto and all other documents necessary or required for the Project(s) and/or compliance with CEQA. e. Mitigated Negative Declaration or Environmental Impact Report(s). The Consultant shall determine whether any proposed activities shall require one or more Mitigated Negative Declarations (MND) or an Environmental Impact Report (EIR). f. Explain how your Firm typically undertakes the responsibility for the timely publication, notification and filing of all CEQA related documents, including the following:
i. Notice of Exemption; ii. Notice of Determination; iii. Notice of Preparation to the responsible agency; iv. Notice of Completion; v. Public notice of availability of Negative Page 11 of 20
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Declaration; vi. Public notice of availability of Initial Study.
5. Professional Fees 80 points Schedule of Fees will be based on fully-loaded hourly billing rates for each classification. Schedule of Fees provided in this SOQ will be used as the basis for negotiations throughout the three (3) year duration for the Pool. Any increases must be approved, in writing, by the District prior to the performance of service.
Each line item in the Schedule of Fees shall include costs for all required overhead expenses including insurance. Travel cost from the Consultant’s place of business including time, overhead, and related expenditures shall be incorporated into the unit prices for each line item and are not to be identified as separate costs. Consultants are expected to perform services at the stated rate amount regardless of the possibility that staff is drawn from a variety of office locations.
If the Consultant intends to hire Sub-Consultants to generate the requisite CEQA documents, the Consultant shall identify each Sub- Consultant and include all the Sub-Consultant’s Schedule of Fees in the same format as stated in the above paragraph. The District recognizes that other Sub-Consultants may be necessary to generate the requisite CEQA documents. The District shall not be responsible for any payments to Consultant’s Sub-Consultants and shall not enter into any separate Contracts or sign any Agreement with any of Consultant’s Sub-Consultants. Consultant shall be solely responsible for entering into appropriate contracts with the required Sub- Consultants, issuing payment to the Sub-Consultant, and monitoring the Sub-Consultants’ work to ensure compliance with the terms set forth herein.
Project-Specific Agreements will be based on a lump sum basis. The total fees paid to any selected Consultant will be these fees as authorized by the individual Project-Specific Agreement.
No separate payment will be made for any other costs of performance or out of pocket expenses, including, without limitation, mileage or time required for dispatching personnel to the site of work, subsistence, lodging, fuel charge, vehicle use, transmitting reports, administrative charges, or other similar activities necessary for performance of the services.
Consultants shall specifically include hourly rates and monthly fees for full-time services in their SOQ for the following:
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schedule for extra or additional services that are not within Scope of Services when selected for a Project; 5. Identify any constraints or assumptions that affect fee. Services that are not specifically included in RFQ exhibits may be added as supplementary information. Be thorough and specific as this will form the basis of any contract negotiations for services.
6. Experience 120 points Provide the Consultant’s experience relative to the District’s needs:
A. List the range of project sizes completed from very small to very large project, in this order, based on construction dollar values with California Unified School Districts education project(s) including the scope of services your Firm provided, brief description of the Project, completion date, and construction costs for the relevant projects in the last five (5) years. Include contact names, titles, email addresses, and phone numbers for each listed project. Include examples of California State-funded projects, modernization, renovation, historical preservation, and new construction projects. B. Describe your processes from Phase I through Phase III listed in Tab 4, including final approval of the Report(s). C. Describe your processes by which your Firm develops schedules and implements the schedules to meet expected Report(s) completion dates. Include how your Firm uses and maintains the schedules. D. Describe cost control methods your Firm uses. Include how your Firm establishes determining costs associated with completion of the Report(s). Include how contingencies are utilized. E. Describe your Firm’s method for collaborative report writing including the roles of your personnel, approach employed, the outcome, and two (2) contact persons for two (2) recent Projects where you employed this method. Include names and descriptions of the Projects. Contacts listed must include names, titles, email addresses, and telephone numbers. Denote which Project your listed contact was a part of.
7. Personnel 100 points This section of the SOQ should establish the ability of the Consultant to satisfactorily perform the required services as demonstrated by its representation of staff availability for future projects and the ability to manage backlog of current services.
NOTE: If your Firm is chosen, the proposed key individuals must attend the interview and in-person presentation if the District conducts interviews.
Information shall further specifically include:
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A. Work plan with the current work load and next six (6) months backlog and plan for addressing this Work. B. Provide an organization chart of your Firm of all personnel who would be committed to as-needed District projects (Project Team). C. List your Firm’s professional and support positions including the number of personnel in each position. D. List your Project Team. 1. Provide name and professional qualifications of proposed personnel. Specifically define the role of each person and outline his or her individual experience. For Project Managers, provide three (3) client contacts with contact’s name, title, email address, and phone number with whom the Project Manager has worked with; include a brief description and scope of work of the Project associated with the client contact. Include the following information: i. Possess the minimum qualification to perform the services provided which include knowledge and understanding of codes, major services, and activities required to perform the services provided. ii. Have a minimum of three (3) years of directly related experience to California Unified School Districts. iii. Have not entered into a subcontract with any Firms who are ineligible to perform work on a public works project pursuant to California Labor Code 1777.1 or 1777.7. 2. Appendix A - Resumes shall be placed as part of Appendix A labeled “Appendix A, Resumes – Firm Personnel” of all personnel who would be committed to an as-needed basis for District projects as part of your Project Team. Resumes should be maximum one (1) page per person of proposed personnel from your Firm only, who would likely be assigned to the District’s projects. Resumes should include specific information as to their experience on California Unified School District projects. Out of state experience may not be considered as experience for the District’s needs. Appendix A will not count towards the 25-page maximum limit. Do not add marketing material or elaborate in this appendix. Keep it strictly for what is requested. 3. Appendix B – Label Appendix B as “Appendix B, Registrations and Certifications – Firm Personnel”. Provide copies of all professional registration(s) including California Registration number(s), certifications, and affiliations for your Firm. Appendix B
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will not count towards the 25-page maximum limit. Do not add marketing materials or elaborate in this appendix. Keep this section strictly for what is requested. 4. List Sub-Consultants outside your Firm that you propose would provide services not available by your Firm. Provide three (3) recent, within the last five (5) years, of California Unified School District projects for each Sub-Consultant and what their role was in each project. 5. Appendix C – Label Appendix C as “Appendix C, Resumes – Sub-Consultants”. Include resumes, maximum one (1) page per person, including all personnel who would be committed to an as-needed basis for District projects, of the proposed Sub- Consultants who would likely be assigned to the District’s projects as part of your Project Team. Resumes should include specific information as to their experience on California Unified School District projects. Out of state experience may not be considered as experience for the District’s needs. This appendix will not count towards the 25-page maximum limit. Do not add marketing material or elaborate in this appendix. Keep this section strictly for what is requested. E. Location and address of office where the Project Team members of your Firm will complete the management of the Report(s). If your Firm utilizes resources from more than one office, indicate office locations and how the Work would be coordinated. F. Consultants must provide a statement that all proposed participants will meet or exceed the minimum qualifications specified herein.
8. Regulatory Offices 50 points Describe your Firm’s experience and approach including communication style, processes, and procedures when dealing with California state regulatory agencies.
9. Insurance 70 points Provide a copy on the types and amounts of insurance carried including Commercial General Liability, Automobile Liability, Workers Compensation, and Professional Liability Coverage. The carriers must have Best Key Rating Guide of “A” or better as a California admitted insurer.
All such insurance shall be on an occurrence basis and should name the District as additional insured.
Policies shall have a non-renewal or cancellation clause of not less than thirty (30) days. Minimum limits of insurance required by the
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District for Consultant and Sub-Consultants are as follows:
A. Commercial General Liability Insurance (CGL) with a combined single limit of not less than One Million Dollars ($1,000,000) each occurrence / Two Million Dollars ($2,000,000) in the annual aggregate. Umbrella policies will not be accepted to substitute for the insurance requirement; B. Business Automobile Liability Insurance with a combined single limit of not less than One Million Dollars ($1,000,000) each accident and Two Million Dollars ($2,000,000) aggregate. Umbrella policies will not be accepted to substitute for the insurance requirement; C. Professional Liability (Errors & Omissions) Insurance with a limit not less than One Million Dollars ($1,000,000) each occurrence / Two Million Dollars ($2,000,000) in the annual aggregate. Umbrella policies will not be accepted to substitute for the insurance requirement; D. Workers’ Compensation Insurance as required by the state of CA with a minimum of One Million Dollars ($1,000,000).
Include the following:
E. Deductible on each insurance policy above; F. Number of years with the insurance carrier(s); G. Claims made on any policy of insurance held by the Firm. Include detailed explanations of the nature and type(s) of claims, whether the claim has been resolved, and the terms of the resolution.
10. Litigation 80 points List and submit in a sealed enveloped marked “CONFIDENTIAL: LITIGATION” true copies of any judgments and any other evidence of liability by the Consultant or any of its current or former Sub- Consultants proposed in this SOQ during the past five (5) years preceding response to this RFQ for this SOQ.
A. Explain the circumstances and outcome of any litigation, arbitration, or claims filed against your company by a public agency client or any of the same you have filed against a public agency client. If so, describe the circumstances, the amount demanded or other relief demanded and the disposition of each such lawsuit or other proceeding. B. Explain the circumstances and outcome of any litigation, arbitration, or claims filed against your company by any client other than a public agency client or any of the same you had filed. If so, describe the circumstances, the amount demanded or other relief demanded and the disposition of each such lawsuit or other proceeding. C. Explain any lawsuits, administrative or dispute resolution proceedings such as arbitration, brought or commenced
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against your Firm or any of its partners, principals, officers or equity owners in connection with a services contract or construction project. If so, describe the circumstances, the amount demanded or other relief demanded and the disposition of each such lawsuit or other proceeding. D. Explain any judgments, orders, decrees, or arbitration awards arising out of a services contract or a construction project which your Firm is presently pending and outstanding against your organization or any of the partners, officers, directors, employees or principals of your organization. If so, describe each such judgment, order, decree or arbitration award and the present status of the satisfaction or discharge thereof. E. Explain any claims or other demands made against any policy of Professional Liability Insurance maintained by your Firm in connection with any services contract or construction project. If so, describe each claim or demand, the person or entity submitting each such claim or demand and the present status of resolution of each such claim or demand. F. Explain if your Firm ever refused to sign a services contract awarded to it. If so, state the following: i. describe each such contract; ii. the owner’s name, address, telephone number and contact person; iii. the circumstances of your refusal to sign such contract. G. Explain if your Firm ever failed to complete a services contract. If so, state the following: i. describe each such contract; ii. the owner’s name, address, telephone number and contact person; iii. the circumstances of your failure to complete such contract. H. Explain if your Firm has ever been declared in default of a services contract. If so, state the following: i. describe each such contract; ii. the owner’s name, address, telephone number and contact person; iii. the circumstances of each such declaration of default. I. Explain any services contract to which your Firm is or was a party that had been terminated for the convenience of the project owner. If so, state the following:
i. identify the project;
ii. the owner’s name, address, telephone number and
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contact person;
iii. a description of the circumstances under which the convenience termination occurred.
If your Firm does not have any litigation or certain or all situations do not apply, a letter signed under oath and notarized from the person who can bind your Firm into legal contracts, should include a statement under this Tab and each sub-section similar to “There are no litigation issues that need to be included.”. This information will not be made public but will be kept confidential by the District. Omission of this requirement is an automatic disqualification.
11. Financial Statement 100 points Submit an audited, reviewed, or compiled Financial Statement for your Firm prepared and signed by a Certified Public Accountant (CPA) licensed under the laws of the State of California utilizing generally accepted accounting practices applied in a consistent manner. Financial statement must include a current balance sheet and income statement showing:
A. Current assets; B. Net fixed assets; C. Other assets; D. Current liabilities; E. Other liabilities.
Place in a sealed envelope marked “CONFIDENTIAL: FINANCIAL STATEMENT”. This information will not be made public but will be kept confidential by the District. Omission of this requirement is an automatic disqualification.
12. Appendices 10 points
1. Supporting Documents: Furnish, as appendices, those supporting documents (i.e. staff resumes, etc.) requested in the preceding RFQ instructions.
2. Additional Information: Include any additional information you deem essential to a proper evaluation of your submittal and which is not solicited in any of the preceding sections. Consultants are cautioned, however, that this does not constitute an invitation to submit large amounts of extraneous material. Appendices should be relevant and brief.
3. Affidavits and Certification Forms As evidence of conformance to the District's policies, District Forms included with this RFQ must have wet signatures for the original copies. Complete and include as an Appendix to your submittal the following forms:
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Drug-Free Workplace Certification (Attachment B); Non-Collusion Affidavit (Attachment C). This form must be notarized and the original included with the original SOQ. An affidavit that is not notarized will be an automatic disqualification; Tobacco-Free Environment Certification (Attachment D).
If your Firm does not comply with one (1) or more of District’s policies, declare this and explain the reasons.
13. Response to RFQ was clear, concise, and responsive (for District 80 points Selection Committee scoring only).
14. Total Points Possible 800 points
8.00 EVALUATION AND SCORING OF SOQs The selection of Consultants that will be included in the District’s Pool will be a two-step process, subject to changes to be initiated at the sole discretion of the District. The process is described below:
1. First Step will be based on the Committee’s review, analysis, and evaluation of all submitted SOQS, principally focusing on the requirements in the RFQ.
2. Second Step will be based on final scores of the SOQs. The scores will be based on the Consultant’s full understanding and responsiveness to the RFQ and their specific experience and approach. Consultants may be invited for an oral interview.
At the conclusion of the second step, Consultants will be selected on the basis of criteria regarding qualifications, experience, time commitment of key personnel assigned to provide services, demonstrated competence, as well as what is in the best interest of the District as determined by the Committee, including consideration of fair, competitive, and reasonable pricing.
8.01 Minimum score to be considered in the District’s Environmental Planning and Consulting Services Pool is a total score of 600 out of 800, equivalent to 75%.
9.00 NOTIFICATION OF FIRMS & DEBRIEFING At the conclusion of the selection process and pursuant to the Selection Process Schedule above, each Consultant will be notified as to whether or not the Consultant has been selected or not selected for inclusion in the District’s Pool.
9.01 The District does not conduct formal or informal post-selection debriefing.
10.00 CONTRACT AWARD The District reserves the right to contract with any entity responding to this RFQ. The awarding of a contract is at the sole discretion of the District. Consultant(s) selected will be expected to
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RFQ # 2018-19.04 California Environmental Quality Act (CEQA) Services enter into an Agreement with the District within ten (10) calendar days from approval by the Board of Trustees. The District shall not be bound, or in any way obligated, until both parties have executed a contract. No party may incur any chargeable costs prior to the execution of the final contract.
11.00 PUBLIC RECORDS Except for materials deemed Trade Secrets (as defined in California Civil Code §3426.1) and materials specifically marked “Confidential” or “Proprietary,” all materials submitted in response to this RFQ are deemed property of the District and public records upon submission to the District. The foregoing notwithstanding, the District may reject for non-responsiveness the RFQ Response of a Consultant who indiscriminately notes that its RFQ Response or portions thereof are “Trade Secret, “Confidential” or “Proprietary” and exempt from disclosure as a public record.
The District is not liable or responsible for the disclosure of RFQ Responses, or portions thereof, deemed to be public records, including those exempt from disclosure if disclosure is required by operation of law, or by an order of a court of competent jurisdiction, which occurs through inadvertence, mistake or negligence on the part of the District or its agents of representatives.
If the District is required to defend or otherwise respond to any action or proceeding wherein request is made for the disclosure of the contents of any portion of an RFQ Response deemed exempt from disclosure hereunder, by submitting a response to this RFQ, each Consultant agrees to defend, indemnify and hold harmless the District in any action or proceeding from and against any liability including, without limitation, attorney’s fees arising therefrom. The party submitting materials sought by any other party shall be solely responsible for the cost and defense of the District in any action or proceeding seeking to compel disclosure of such materials; the District’s sole involvement in any such action shall be that of a stakeholder, retaining the requested materials until otherwise ordered by a court of competent jurisdiction.
END OF REQUEST FOR QUALIFICATIONS
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Qualifications to Provide CEQA Services (RFQ # 2018-19.04)
PREPARED FOR Pleasanton Unified School District
November 30, 2018
Item 11.3 Attachment A 1630 San Pablo Avenue, Suite 300 . Oakland, CA 94612 . 510.601.2500Page 33 . of dudek.com 126 ATTACHMENT B
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Cover Letter
November 30, 2018
Dudek Nick Olsen 1630 San Pablo Avenue, Suite 300 Director of Facilities and Construction Oakland, California 94612 Pleasanton Unified School District [email protected] 4750 First Street Ph: 510.601.2500; Fx: 510.601.2501 Pleasanton, California 94566
Subject: Qualifications to Provide CEQA Services (RFQ # 2018-19.04)
Dear Mr. Olsen,
This Cover Letter of Interest and Statement of Accuracy and Authority confirms that Dudek has prepared the following Statement of Qualifications (SOQ) in accordance with all requirements in the Request for Qualifications for California Environmental Quality Act (CEQA) Services for Inclusion in a Pleasanton Unified School District (District) Pool for a Five (5)-Year Period.
Dudek has reviewed each and every addendum associated with this RFQ. Dudek understands the insurance requirements in the sample District Standard Professional Services Agreement and is able to meet those requirements if a contract is offered.
The designated contact person during the SOQ evaluation period is Project Manager Katherine Waugh, who will manage projects for the District from our Oakland office, located half an hour from the District’s business office. Ms. Waugh can be reached at [email protected] or 530.863.4642.
Statement of Accuracy and Authority The undersigned is duly authorized to execute this SOQ on behalf of the Consultant. The undersigned warrants and represents that he has personal knowledge of each of the responses to this SOQ and/or that he has conducted all necessary and appropriate inquiries to determine the truth, completeness, and accuracy of responses to this SOQ.
The undersigned declares and certifies that the responses in this SOQ are complete and accurate. There are no omissions of material fact or information that render any response to be false or misleading and there are no misstatements of fact in any of the responses.
Executed this 29th day of November 2018, at ______2:00 p.m.______.
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct.
______Joe Monaco, President
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Table of Contents
SECTIONS
Cover Letter ...... i Executive Summary ...... 1 Professional Fees ...... 4 Experience ...... 6 Personnel ...... 20 TABLES
1 Project Experience ...... 6 2 Professional and Support Positions ...... 21 3 Proposed Personnel...... 21 FIGURE
1 Project Team Organization ...... 20 APPENDICES
A Resumes - Firm Personnel B Registrations and Certifications - Firm Personnel
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Executive Summary Firm Philosophy
Dudek has more than 400 planners, scientists, civil engineers, Dudek at a Glance hydrogeologists, construction contractors, and support staff that provide Multidisciplinary environmental practical, implementable solutions for natural resource management, and engineering services infrastructure development, and regulatory compliance projects. We also Ten California offices have a strong understanding of local laws, ordinances, regulations, 38 years in business; policies, and requirements, which will save the District time and money. employee-owned Our priorities are to provide each client with dedicated professional 400+ employees services that are tailored to the specific needs of the individual project and Top 140 U.S. Environmental to effectively communicate our findings to the public, outside agencies, Firms (Engineering News- and the lead agency’s decision makers. Record) Dun & Bradstreet 92% rating for Our CEQA compliance team prepares environmental analyses for a variety reliability, timeliness, of large and small public and private development, restoration, and and responsiveness conservation projects throughout the state. Combining comprehensive More than 170 on-call analysis and evidence-based findings, we provide legally defensible contracts throughout California documents that are supported by substantial evidence, none of which have ever been successfully challenged. We conduct technically sound assessments and manage environmental review processes in a streamlined, compliant, and straightforward manner.
Dudek’s environmental experts work collaboratively with clients; local, regional, state, and federal agencies; and the public to clearly define project objectives, address concerns, and outline appropriate processes. Our planners help clients creatively solve regulatory challenges within financial and scheduling constraints. Firm Background Senior Leadership’s Tenure Dudek is an employee-owned, California corporation founded in 1980 Frank Dudek, Chief Executive in Encinitas, as Dudek and Associates; the firm officially began going by Officer: 39 years Dudek in 2006. We have recorded 38 consecutive years of profitability, Joseph Monaco, President: 20 made possible, and are proud of our very low average turnover among years employees, with 26% of full-time staff having been with the firm for Eric Wilson, Vice President, more than 10 years. Dudek’s executive leaders have an average of 13 Environmental: 5 years years’ tenure with the firm. Bob Ohlund, Vice President, Engineering: 10 years Derek Reed, Vice President, Hydrogeology: 23 years Christine Moore, Chief Financial Officer: 1 year Brian Nordmann, Chief Technology Officer: 1 year Emily Hart, Marketing Director: 10 years
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Services The Dudek Advantage Dudek has successfully completed CEQA documents for K–12 “Your group at Dudek has schools for 16 years and is currently working on a number of helped out in an amazing way. school projects. We understand the rigorous regulatory You all have helped to make compliance involved during the environmental review process of this improvement for San Elijo building and modernizing school campuses. Our professionals Elementary School, and all their are well versed in California Occupational Safety and Health students and staff. You have Administration Title 8, U.S. Environmental Protection Agency many ‘thank yous’ coming from regulations, the California Education Code, California Department over 1,000 people!” of Education (CDE) requirements, California Code of Regulations Title 5 issues, and applicable local ordinances and policies. Katherine Tanner, Executive Director Facilities Planning and Development, San CEQA/NEPA Marcos Unified School District
Dudek has one of California’s largest, most experienced teams for CEQA and National Environmental Policy Act (NEPA) document preparation. Our environmental planners have prepared and processed more than 2,800 CEQA/NEPA documents for a variety of large and small school, development, restoration, and conservation projects throughout the state.
Our environmental planners work with our in-house technical editors and graphic designers to prepare high quality documents that are clearly organized and easily interpreted by the public, agencies, and individuals responsible for future project development. For projects both large and small, we prepare:
Scoping; Project descriptions; Notices of preparation; Notices of intent; Technical studies; and Mitigation monitoring and reporting programs.
We efficiently coordinate and prepare reports by utilizing our in-house technical experts in multiple disciplines, including biological and cultural resources, air quality and noise, greenhouse gas (GHG) emissions and climate action planning, hydrology and water quality, and site investigation and California Department of Toxic Substances Control compliance. Our team expedites complex project processing by designing and maintaining realistic document schedules, adhering to consistent communication protocols, leveraging our longstanding agency relationships, and anticipating potential issues as soon as possible.
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Multidisciplinary Staff
Our depth and breadth of experience means we can quickly access resources and assemble the right team from our bench of in-house professionals, including the following:
AICP-certified environmental planners; Noise and air quality specialists; California Department of Fish and Wildlife– Accredited LEED professionals; and U.S. Fish and Wildlife Service– Certified geographic information system (GIS) certified biologists; professionals; Registered professional archaeologists; Certified hydrogeologists; Registered landscape architects; Licensed geologists; Registered environmental assessors; Licensed professional engineers; and Certified arborists and foresters; Licensed contractors. Professional foresters;
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Professional Fees
Dudek’s Schedule of Fees is presented on the following page. Our fee schedule reflects our fully loaded hourly billing rates for each employee classification. Dudek understands that the Schedule of Fees provided in this SOQ will be used as the basis for negotiations throughout the three (3) year duration for the Pool and any increases must be approved, in writing, by the District prior to the performance of service.
At the time that the District requests a scope and budget for an individual project assignment, Dudek will provide a project-specific cost estimate to establish the lump-sum basis for the project-specific agreement. Our cost estimate will include all hourly labor charges and all appropriate reimbursable direct costs. Our hourly billing rates reflect the full costs of our labor and overhead expenses including insurance. Any travel-related expenditures will be incorporated into the line-item total and will reflect only travel between Dudek’s Oakland office and the District offices or project sites. The cost estimate will also include all anticipated labor charges for our clerical and administrative staff. We do not anticipate needing to charge weekend or overtime rates, but, if necessary, these would be reflected within the overall lump-sum cost estimate.
In each project-specific scope and budget, Dudek will provide an approximate project schedule and will identify the portion of the total lump-sum amount that is expected to be billed each month.
Dudek does not anticipate the need to hire any subconsultants; however if the need for one should arise for an individual project assignment, Dudek would include the subconsultant’s schedule of fees in our project-specific proposal and Dudek would retain all responsibility for payments to the subconsultant.
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Experience A. Project Experience
Dudek project managers work for K–12 districts on new Providing accurate and defensible CEQA documents with construction, expansion, modernization, renovation, excellent client service is the core of Dudek’s demolition, attendance boundary changes, and student environmental practice. We craft legally defensible CEQA enrollment increase projects throughout California. We documentation by thoroughly collecting required are experienced in addressing a range of issues, data/evidence; applying in-depth project analysis; including historic buildings, hazards associated with carefully addressing challenges as they arise; and proximity of utility easements, hazardous materials, air producing clear, objective, and accurate documents. A quality, threatened and endangered species, Dudek-prepared CEQA document has never been jurisdictional wetlands, floodplains, traffic, and noise. successfully legally challenged.
Our environmental professionals have helped school Dudek’s CEQA specialists understand that District staff districts complete educational facility projects by providing have a wide range of responsibilities and busy schedules. mitigation, timely regulatory permitting, and other key District staff must be able to rely on their consultant technical studies. We have prepared environmental team to complete the technical analyses, CEQA documents in compliance with CEQA, CDE, and DTSC document preparation, and public noticing, confident requirements for K–12 facilities involving new that every detail is attended to. We will function as an construction and modernization of existing campuses. extension of District staff in completing the CEQA Separate environmental evaluation for CEQA compliance, process, representing the District with the highest CDE, and California DTSC requirements can result in integrity and professionalism and providing the District lengthy delays and redundancy. Our approach integrates with unparalleled service. these approvals to save time and money. To prepare the IS, we use a modified CEQA checklist that includes Table 1 lists the range of K–12 projects Dudek has relevant portions of the Education Code and Title 5. This completed––from very small to very large based on CEQA provides a thorough understanding of environmental compliance costs for the project––for relevant California issues in an efficient and timely manner, as well as Unified School District (USD) education projects in the identifies all salient environmental issues and project past 5 years. constraints early in the environmental review process.
Table 1. Project Experience Completion Project Name Cost Date Contact Brief Description Reidy Creek $7,108 5/21/2016 Escondido This project included installation of riparian and upland Elementary Union School plants and supporting irrigation on 3.5 acres, as well as Project District 5-year maintenance services. The off-site habitat restoration components of the mitigation plan required 7 years to account for eradication of giant reed on off-site locations being managed by The Escondido Creek Conservancy (TECC). Implementation of the habitat restoration plan required approval of the resource agencies and TECC biologists.
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Table 1. Project Experience Completion Project Name Cost Date Contact Brief Description California High $10,050 7/10/2015 Whittier Union Dudek prepared an addendum to the IS/MND and School High School modeled GHG emission impacts with associated analyses Stadium District, (562) for a project that required the removal of a stadium, turf Expansion 698-8121 football field, and track; construction of a new stadium MND and track; reconfiguration of baseball and softball fields; Addendum as well as improvements to other outdoor athletic facilities. Dudek also conducted community outreach related to circulation of the addendum for public review. Dixon Middle $24,475 Ongoing Dixon USD, Dudek was retained by the Dixon USD to provide CEQA School Superintendent compliance support for the district’s proposal to relocate Brian Dolan, the existing middle school to the former high school (707) 693- campus. Although the middle school would have fewer 6300 students than the former high school (which was relocated to a new campus in 2007), the District Board of Trustees heard strong concerns from neighbors of the project site regarding traffic effects from the middle school relocation. Dudek’s in-house transportation planning team prepared a traffic assessment to determine whether this project could result in unusual circumstances that would preclude use of an NOE. The traffic assessment found that there would not be any unusual circumstances or substantial increases in delay at the study area intersections. Dudek anticipates presenting the traffic assessment to the Board and receiving the Board’s direction regarding completion of the CEQA compliance process. ACE Charter $35,755 9/15/2016 ACE Charter Dudek completed an IS and MND for expansion of the ACE Expansion Schools, Mike at Bridges Charter School project site. The school is located O’Farrell, on land leased from the Franklin-McKinley School District. mkofarrell@ The expansion will include approximately 16,000 square acecharter.org feet of new building space and would accommodate an annual increase in student enrollment from the prior enrollment (at the time the IS was prepared) of 211 students to a full enrollment of 435 students. KIPP Prize $37,020 6/9/2017 KIPP Bay Area Dudek completed an IS and MND for this project, which Academy and Schools, Adam proposed to add approximately 6,240 square feet of KIPP Kaye, Director new building space to the campus consisting of six Heartwood of Real Estate, portable classroom buildings. The IS and MND also Academy adam.kaye@ addressed the environmental effects that occurred with Charter School kippbayarea.or the prior campus expansion, which had been Expansion g, considered to be exempt from CEQA. The prior 510.219.1024 expansion added six classrooms totaling 5,760 square feet of new classrooms and 480 square feet of new restrooms to the campus. However, when combined with the second expansion, the overall modifications to the campus exceed some of the metrics by which the applicability of a categorical exemption is determined. Thus Dudek evaluated both expansions in the project’s IS to ensure that the impact analysis was
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Table 1. Project Experience Completion Project Name Cost Date Contact Brief Description comprehensive and was not based on an improperly segmented project description. German $62,880 6/11/2014 Mountain View Dudek completed an IS and MND evaluating a project that International Whisman would expand the German International School of Silicon School of School District Valley campus, which is located on land leased from the Silicon Valley Mountain View Whisman School District. The project added 13 new modular buildings to the campus, improved traffic flow through the parking lot, and expanded play areas for younger students. The project accommodated an increase in enrollment of 145 new students. Bonita Vista $77,675 1/31/2018 SUHSD, Larry Dudek prepared a focused EIR for an athletic field High School Moen, Planning improvement project, which adds increased bleacher Track and Field Project seating, lights for night games, an upgraded ticket Manager, booth, and an amplification system. A site-specific 619.426.4570 acoustical analysis and photometric study were larry.moen prepared to support the EIR. Dudek worked with the @sweetwagter district and community to address potential concerns schools.org regarding parking and game schedules. Peabody $80,708 11/15/2016 Santa Barbara Dudek assisted the Santa Barbara USD with a hazardous Stadium USD, waste assessment and CEQA compliance for replacement Improvements 805.963.4338 of Peabody Stadium and the related football field and track facilities. Key issues addressed in the IS/MND included aesthetics, biological resources, cultural resources, geology, hazardous materials, noise, traffic and circulation, and public services, The Santa Barbara USD Board of Education certified the IS/MND and approved the stadium replacement project in June 2016. John Adams $93,868 5/18/2018 Santa Monica– Dudek was retained in 2017 for Phase II of the John Middle School Malibu USD Adams Middle School modernization project. Dudek Campus prepared an MND for proposed improvements to the Improvements campus auditorium. The auditorium would provide a new MND auditorium and music room, and would be available for periodic use by Santa Monica College. Key issues for the project were traffic and noise. Long-Term $170,500 10/31/2016 San Marcos The Joli Ann Leichtag project is an example of a Monitoring USD comprehensive environmental services contract that Dudek completed for San Marcos USD. Dudek prepared an EIR, conducted biological surveys, processed permits, developed supporting reports and documentation, and prepared plans and specifications for the wetlands and rare plant mitigation. Additionally, Dudek’s subsidiary, Habitat Restoration Sciences Inc. (HRS), constructed and maintains the wetlands and rare plant mitigation designs. Dudek also prepared a Phase I ESA, hydrology and water quality analysis, and a noise study. On-Call CEQA $231,159 Jorge Rojas Dudek has provided on-call CEQA consultant services to Consultant the Tahoe-Truckee USD (TTUSD) TTUSD since 2014. We
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Table 1. Project Experience Completion Project Name Cost Date Contact Brief Description Services for Truckee Truckee High Director of have completed two IS/MNDs for school expansions/ Tahoe Truckee High Track: Track – Facilities, modernizations, an Addendum to one of the IS/MNDs to Unified School $52,952 16/18/2015 Maintenance document environmental effects associated with a District and Operations change in the approved project, and NOEs for five other modernization projects. For each of the sites where an Parking Lot: Parking Lot – (530) 582- NOE was adopted, Dudek completed technical analyses $17,974 3/16/2016 2545 ext. 20550 to support the NOE by documenting that no sensitive resources would be affected by the project. Key project Tahoe Lake Tahoe Lake issues have included aesthetics, presence of wetlands Elem: Elem – and habitat for special-status species, and potential $77,947 4/8/2016 presence of historic resources. We also have provided support to District staff in complying with Native American notification requirements under Assembly Bill 52, and in Alder Creek: Alder Creek – identifying the appropriate CEQA compliance process for $5,277 6/8/2016 handling new projects, as well as revisions to projects that were evaluated in previously adopted CEQA Truckee Truckee High documents. TTUSD projects have included the following: High Modern – Truckee High School Track and Field Facilities – This Modern: 10/6/2016 completed project, involved converting the high school’s $22,328 cinder-surface track to an all-weather surface, installing bleachers and a PA system, improving the parking lot, and adding a sidewalk from Donner Pass Road to extend M&O Bldg: M&O Bldg – pedestrian access into the TTUSD property. The project $1,110 3/8/2016 allowed increased use of the track, including for additional
high school and middle school track team practices and for Glenshire: Glenshire – Truckee High School to host regional track meets. Dudek $980 3/10/16 prepared a biological resources assessment, wetland delineation, and environmental noise assessment and
Kings worked with LSC Transportation Consultants to prepare a Kings Beach Beach traffic impacts analysis. Dudek prepared an MND for the Elem – Elem: project, conducted local and state agency distribution of $36,760 8/24/2016 the IS/MND for public review, prepared public notices of the availability of the IS/MND, presented a summary of the
IS/MND findings to the School Board, and supported Truckee Truckee TTUSD in obtaining state and federal permits to allow Elem - Elem: impacts to wetlands. 05/15/2017 $6,000 Parking Lot Expansion – This completed project altered the parking lot improvements that had been anticipated Donner Donner Trail under the Truckee High School Track and Field Facilities Trail Elem Elem – project. Dudek prepared an addendum to the IS/MND 10/30/2016 prepared for the prior project to demonstrate that the $9,831 environmental effects of this modification would be consistent with the effects identified in the IS/MND. Tahoe Lake Elementary School Modernization – This project, which is currently under construction, involved modifying the parking lot to improve safety and circulation, demolishing some of the existing structures at the campus and replacing them with new construction, as well as extensive remodeling and renovations of other structures. Dudek completed a biological resources
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Table 1. Project Experience Completion Project Name Cost Date Contact Brief Description assessment, wetland delineation, tree inventory, historic resources evaluation, and environmental noise assessment; and worked with LSC Transportation Consultants to prepare a traffic impacts analysis. Dudek prepared an MND for the project, conducted local and state agency distribution of the IS/MND for public review, prepared public notices of the availability of the IS/MND, presented a summary of the IS/MND findings to the School Board, and supported TTUSD in obtaining state and federal permits to allow impacts to wetlands. Alder Creek Middle School parking access road – This project involved paving a new access road between the existing parking lot and nearest public road. Dudek completed a biological resources reconnaissance survey to determine whether there were any unusual circumstances that would preclude the use of an NOE for this project. Finding a potential for the site to support a special-status plant species, Dudek completed a protocol-level survey for that plant, which confirmed that the plant was not present within the project site. Based on those results, Dudek completed an NOE for this project and supported District staff in filing the NOE with the County Clerk. Dudek also conducted a pre-construction nesting bird survey. Truckee High School Modernization – This project proposed modifications to existing buildings, construction of new buildings (including eight new classrooms), and parking lot improvements within the existing 16-acre campus that serves 657 students. Following completion of a biological reconnaissance survey and historic resource evaluation, both of which concluded there are no sensitive or historic resources that the project could affect, Dudek prepared an NOE for this project and supported district staff in filing the NOE with the County Clerk. Maintenance and Operations Building – This project involved demolition of two existing storage buildings and construction of a new Maintenance and Operations building located between the existing district offices and the Truckee High School Track. Following completion of a biological reconnaissance survey and historic resource evaluation, both of which concluded there are no sensitive or historic resources that the project could affect, Dudek prepared an NOE for this project and supported district staff in filing the NOE with the County Clerk. Phase 2 for Glenshire Elementary School – This project involved interior modifications at the Glenshire Elementary School. Dudek prepared an NOE for this project and supported District staff in filing the NOE with the County Clerk.
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Table 1. Project Experience Completion Project Name Cost Date Contact Brief Description Kings Beach Elementary School – This project involved modernization of the existing Kings Beach Elementary School but did not increase capacity at the school. To determine whether any unusual circumstances would preclude the use of an NOE, Dudek completed a biological resources site reconnaissance and found potential wetlands in and adjacent to the project footprint. Dudek then completed a wetland delineation to support the district in designing the project to avoid impacts to wetlands. In addition, Dudek completed a historic resources evaluation that concluded the school campus does not contain any historic resources and supported District staff in consulting with the Washoe Tribe under Assembly Bill 52. With the negative results of those efforts and the wetland avoidance project design, the project met the requirements for an NOE. Dudek prepared the NOE and supported District staff in filing the NOE with the County Clerk. Truckee Elementary School – This project proposed to replace existing modular buildings with permanent structures; modify vehicular access and circulation through the site to improve safety, increase parking, and improve emergency access; provide a new entrance/lobby to increase campus security; and replace and upgrade recreational facilities on site. Through preparation of a biological resources site reconnaissance, historic resources evaluation, and cultural resources records search, Dudek confirmed there are no sensitive or historic resources that the project could affect. Dudek prepared an NOE for this project and supported district staff in filing the NOE with the County Clerk. Donner Trail Elementary School – This project involved adding two classrooms to the existing Donner Trail Elementary School. Although the building was originally constructed in 1948, our historic resources evaluation concluded that the building is not a historic resources due to a loss of integrity resulting from prior upgrades and modifications. Dudek also completed a biological resources site reconnaissance and cultural resources records search and found no sensitive resources within the project site. Dudek prepared an NOE for this project and supported district staff in filing the NOE with the County Clerk Rocketship $286,364 Laura Kozel, Tamien – Dudek completed the CEQA IS for the Rocketship School Vice President, Tamien Public Charter Elementary School and Joint Use Projects Launchpad Tamien: Tamien – Facilities project. Our work included coordinating a project Development $106,427 1/10/2013 initiation meeting and site visit; document review; Company, preparation of the project description and technical studies evaluating traffic, noise, and air quality; review of the Phase I and Phase II reports prepared by another
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Table 1. Project Experience Completion Project Name Cost Date Contact Brief Description Sylvandale: Sylvandale – (602) 478- consultant; preparation of the IS; and preparation of $51,095 3/14/2013 1789 detailed responses to comments on the proposed IS/MND. The project generated a high level of concern by residents Story Road: Story Road – in the surrounding neighborhood regarding traffic effects, $75,722 5/13/2013 so environmental conditions at the project site required detailed impact analysis. The project site was historically
used for agricultural and industrial activities, which left Jackson: Jackson – contaminants in the soil that required removal and/or $53,120 12/20/2013 capping, and Native American remains were encountered in the project vicinity during construction of the Tamien Station parking lot, indicating that the project site could also support Native American artifacts. Sylvandale – Dudek provided CEQA compliance services to the Franklin-McKinley USD for their consideration of leasing a portion of an existing middle school campus to Rocketship Education to establish an elementary public charter school on Sylvandale Avenue in San Jose. Dudek prepared assessments of air quality and visual impacts and worked with subconsultants to complete analysis of hazardous materials and traffic impacts. Dudek delivered a presentation to the Board summarizing the impact analysis, mitigation measures, and MMRP. Dudek also prepared notices and resolutions necessary for the Board to take action on the CEQA document and the project. Story Road – Dudek prepared an IS and MND for construction of a public elementary charter school, parking lot, and playground on approximately 1.4 acres of a 2.5-acre church property. Project issues included traffic, noise, hazardous materials, and provision of adequate turf, landscaping, and active play areas for students. This included preparation of a health risk screening analysis which supported a finding of less-than-significant health risk effects related to the proximity of the site to high- volume roadways and gas stations. Jackson Avenue – Dudek prepared an IS and MND for construction of a public elementary charter school, parking lot, and playground on a 1.3-acre site that supported a former U.S. Post Office. Key project issues included traffic, noise, and aesthetics. PK–8 School $288,030 12/23/2015 San Marcos Dudek prepared a project EIR for the development of a No. 1 CEQA USD new K–8 school for approximately 1,500 students. Key Services environmental issues associated with this project included aesthetics, biological resources, hydrology, noise, and traffic. This EIR was certified in 2013 and a supplemental EIR was prepared in 2014.
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consultants, and may comprise interagency meetings, B. Processes from public outreach, and Board hearings. Dudek regularly facilitates such meetings and prepares supporting Phase I–Phase III materials, such as presentations and handouts to inform and focus public input. As an on-call consultant to the District, Dudek will respond quickly to individual tasks. Dudek’s project In preparing for and holding public outreach meetings, manager, Katherine Waugh, will be the District’s point Ms. Waugh will coordinate with District staff to develop a of contact. Ms. Waugh will review each individual brief presentation that informs the public of the proposed project with District staff, including identifying the project and the anticipated scope of the environmental available project information, discussing potential review process. Ms. Waugh will also coordinate with environmental issues, and determining the overall District staff to establish a format for the meeting – CEQA compliance approach. Dudek will then prepare a whether the public would be invited to make public detailed scope of work, cost, and schedule. Our comments one-by-one at a podium or if an open house general approach to tasks that would typically be style meeting with stations that focus on specific included in these project-specific work programs is environmental issues would be more effective. presented in the following discussions. When Dudek’s attendance at Board meetings and 1. Phase I: Site Review hearings is necessary, Ms. Waugh will coordinate with District staff to develop a short presentation to the Project Initiation Board that focuses on the key issues for which Board Each project will start with a kickoff meeting attended direction is needed. Ms. Waugh will deliver the by Dudek Project Manager Katherine Waugh, the presentation and respond to Board-member questions District’s project manager, and District invitees. to facilitate their understanding of the issues and the Additional Dudek staff will attend, as needed, based District’s options for addressing concerns. When a on specific project issues. We will discuss the project project’s CEQA document is complete and ready for description, objectives, critical issues, background the Board’s consideration for adoption, Ms. Waugh will data, prior planning efforts, schedule, and Dudek’s deliver a brief presentation summarizing the project approach to the project. description, findings of key technical studies, and impact analysis and mitigation measures presented in Dudek will also conduct a site review and review the CEQA document. background data and reports to develop an understanding of the neighborhood context for each 2. Phase II: Program Report school site, the District’s objectives for the project, and the likely environmental issues. Based on the tasks completed as part of project initiation, including any initial meetings held as part of After this meeting and upon receipt of the site plan public outreach and coordination with the Board of and any available technical studies, Dudek will Trustees, Dudek will prepare a Program Report that prepare a draft project description for review. The draft includes a summary of the project description, the project description will define the project objectives, technical studies that are necessary to evaluate the the project and study area boundaries, and elements project’s environmental effects, and the anticipated of construction and operations that are relevant to the CEQA compliance document. analysis of the project’s environmental impacts. 3. Phase III: CEQA Documents Meetings and Hearings The following discussions describe the typical tasks Ms. Waugh will attend meetings and hearings, as Dudek’s environmental staff will undertake in needed, throughout the assigned projects. Meetings providing CEQA compliance services to the District. may be attended by District staff or other District
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Technical Studies technical studies specific to these considerations. Dudek’s environmental assessments address all the Dudek’s in-house technical specialists are well versed in CDE/DTSC requirements, which always include Phase I preparing analyses to support school districts in meeting Environmental Site Assessment (ESA) and Hazard their CEQA compliance obligations. Dudek’s in-house Assessment, and may include PEA Workplan, PEA, specialists may prepare the following technical studies: Technical Memos, Supplemental Site Investigation (SSI) Workplans, SSIs, RAWs and Remedial Action Visual simulations/aesthetics impacts Completion Reports. Dudek has also helped districts analyses; identify when modernization projects and some Air quality/GHG emissions modeling; construction projects at existing schools were exempt Biological resources surveys and reports; from Phase I ESA/PEA review by DTSC. Cultural and historical evaluations; Dudek recognizes that our job is to conduct complete Preliminary geotechnical investigations; and timely due diligence, as well as efficient and cost Hazards and hazardous materials studies; effective remediation in a manner that will not impact Hydrology and water quality assessments; the overall schedule. We have successfully done this for many other school districts. For example, Dudek Noise assessments; and conducted a preliminary environmental assessment Traffic studies. (PEA) for Sweetwater Union High School District If prior studies are available, the Dudek team may also (SUHSD) in Chula Vista, California. The PEA schedule peer review those studies for their adequacy and included two 30-day review periods for the suitability for the proposed project. Department of Toxic Substances Control and one 30- day public review period. SUHSD could not afford to For each technical study, Dudek’s specialist will review delay construction, so Dudek negotiated with DTSC to the project description as approved by the District and allow SUHSD to begin construction immediately the site review conducted as part of project initiation to following receipt of the site investigation data (prior to identify the critical issues that must be addressed. Our completion of the PEA report, prior to the 30-day public specialists will also conduct applicable database review period, and prior to DTSC’s final 30-day review searches and literature reviews to define existing period). This saved the client approximately 3 months conditions and determine what sensitive resources or in their construction schedule. constraints to project development are likely to occur in the area. We will then complete any focused site surveys In addition, the Dudek team recognizes the importance of necessary to determine the site-specific conditions keeping assessment and remediation expenses to a related to those resources and constraints, Our technical minimum. For example, the Dudek Environmental reports provide a description of the methodology, Engineer made cost saving revisions to a Draft Removal findings from the database search, literature review, and Action Workplan (RAW) prepared by others for the site survey, evaluation of potential project impacts, and excavation of the lead, chromium, dioxin and TPH recommendations for mitigation and/or management impacted soils at Grossmont High School. The revised measures to reduce or avoid those impacts. approach was approved by the DTSC within a week of submittal, and this approach saved GUHSD more than Environmental Assessments and Remediation $250,000 as compared to the original RAW cost estimate. The cost saving approach involved sorting the various For both new school construction and modernization, waste streams as they were excavated, as well as reusing the required CDE site selection process scrutinizes the and recycling all materials that were found not to contain health, safety, and environmental conditions of a site any chemicals of concern, as determined by the DTSC. and the area surrounding it. Compliance the site Clean surface soils were excavated and stockpiled for selection requirements can have important reuse as excavation backfill, and clean concrete was sent implications for the overall project cost and schedule, to a crusher for recycling and reuse. thus this section elaborates on our approach to
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Phase I ESAs/PEAs Sites are also assessed in consideration of their proximity to the following hazards: California Education Code, Section 17213.1 requires that school districts contract for the preparation of a High-Voltage Power Transmission Lines Dudek Phase I ESA or PEA for each proposed school site or contacts the local electric company to new construction project. determine if the school is located the allowable safe distance from power lines, Dudek’s Phase I ESAs are prepared in accordance with depending on the voltage. ASTM Standard E 1527-13 and DTSC guidelines for site assessments for school properties. Dudek meets Hazardous Air Emissions and Facilities To the required qualifications for an environmental facilitate clean air for schoolchildren, air assessor in that the key personnel are professional permit holders within a quarter-mile of the engineers or geologists registered in California. school site must be investigated. Dudek contacts the local air quality management Each Phase I ESA investigation consists of a Phase I site district to determine the nearby facilities that assessment report, including a computerized database emit hazardous air emissions. Dudek reviews search of regulatory agency records to see if there are the list of facilities to determine if they may currently, or were previously, any reports of hazardous present a hazard to the proposed school. materials contamination or usage at the site or Railroads We review topographic maps and contamination at other sites within the ASTM standard conduct a site visit to determine if there are search radius; a review of appropriate regulatory agency any railroad tracks within 1,500 feet of the files; a review of available historical aerial photographs school. If railroad tracks are located within and topographic maps; a review of available Sanborn 1,500 feet of the school, Dudek recommends fire insurance maps and City Directory listings; a review that a railroad risk assessment be conducted. of available previous environmental assessments of the Pressurized Gas, Gasoline, and Sewer Pipelines site; an interview with the current owner and occupant, Hazardous pipelines cannot cross a school site, and a site inspection. above or below ground. In order to determine if Dudek’s PEAs are prepared following a scoping pressurized gas pipelines exist in the area, meeting with the DTSC and after preparation of a PEA Dudek contacts the state fire marshal and the Workplan for DTSC review. The PEA is prepared in local gas company as well as visits the site. accordance with DTSC’s PEA Guidance Manual. Above-Ground Storage Tanks, Reservoirs, or Flood Plains Storage facilities such as water If the only potential site impacts are due to lead-based storage tanks or reservoirs are also evaluated paint, electrical transformers, or termiticides, a Phase I to see if they could pose hazards to the school Addendum can be submitted instead of a PEA. This is a site in seismic events or other emergencies. streamlined process, saving the District time and money.
If required based on the PEA, Dudek can conduct Notice of Exemption additional SSI investigations and/or prepare a RAW. The For smaller projects, a Notice of Exemption (NOE) with RAW includes a public participation plan; a community appropriate backup documentation (such as the profile; public meetings; analysis of remedial alternatives results of a database review or a technical study to based on effectiveness, implementability, and cost; as address special circumstances) may suffice for CEQA well as an evaluation of the benefits of remediation compliance. Minor school expansions (not more than compared to selecting an alternative school site. 25% of original capacity) normally qualify as Following RAW approval, Dudek oversees remediation categorically exempt, as do many routine activities, which often include soil removal, mitigation, or maintenance, rehabilitation, and replacement other treatment technology and require extensive activities. Closure of a K−12 school site may be community health and safety monitoring. statutorily exempt (Public Resources Code 21080.18).
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Draft IS MND for the project and work with the District to Dudek will prepare an initial study (IS) for projects publish and distribute the notice to local and state determined to be subject to CEQA that are not agencies, as well as the public. statutorily or categorically exempt. We will prepare the Dudek will review all comments received on the ND IS using the Appendix G Checklist of the CEQA or MND during the public review period and prepare Guidelines, including a description of the responses to each environmental issue raised in the environmental setting, and will substantiate impact comments (typically this is in a memo form, as CEQA conclusions with factual data and scientific results. does not mandate how comments on an ND or MND Technical reports may be prepared and attached, as should be addressed). Any minor revisions to the appropriate, to address specific issues. Dudek will draft ND or MND will be made prior to approval of submit an administrative draft of the IS to the District the document. for review and concurrence prior to distribution for the formal public review period. Once the IS has been drafted, Dudek will meet with District staff to EIR determine the appropriate CEQA document (ND, MND, An EIR is required if the IS and supporting studies or EIR). Note that if it has been determined that an EIR present substantial evidence that the project could must be prepared, the District may choose to skip the have a significant impact on the environment. IS and begin preparation of the EIR. An IS can also be Prior to preparation of a draft EIR, Dudek will prepare a used to determine if a prior EIR may be used (possibly Notice of Preparation for an EIR and participate in a with preparation of a supplement or addendum). public scoping meeting, if warranted. We have experience with both agency scoping meetings and Draft MMP general public scoping meetings, and can suggest Concurrent with preparation of an IS or Draft EIR, options for reaching stakeholder groups depending Dudek will prepare a draft Mitigation Monitoring Plan upon the project and level of controversy anticipated. (MMP) that includes the full text of each mitigation measure and identifies the following for each: timing Dudek will prepare a draft EIR that meets CEQA of implementation, performance criteria by which the requirements and addresses the issues raised during the District can confirm the mitigation was implemented scoping process. The Dudek team will conduct field correctly, and specific mechanisms for monitoring surveys of the project site and surrounding area, as well as implementation and effectiveness. Dudek will submit document the existing environmental setting, which will the MMP to the District for review along with the draft serve as the baseline for environmental impact analysis. IS or administrative draft EIR. Dudek will revise the Each EIR chapter will describe existing environmental MMP based on any comments provided by the District conditions; summarize the applicable regulatory and submit the revised MMP to the District for final requirements, evaluate impacts with respect to review and approval prior to public circulation of the IS established thresholds of significance, and present or EIR and MMP. feasible and effective mitigation measures for any significant impacts. The EIR will also include an evaluation Final IS and MND of project alternatives and the project’s contribution to If it is determined that the project will not result in cumulative impacts in the project region. Dudek will significant and unavoidable impacts, an ND or MND submit an administrative draft to the District for review will be prepared, accompanied by the IS that and concurrence prior to distribution to agencies and the substantiates the significance conclusions. Dudek will public for the formal public review period. submit an administrative draft to the District for review and concurrence prior to developing a draft Dudek will review all comments received on the draft appropriate for distribution to agencies and the public EIR during the public review period and prepare for the formal public review period (typically 30 days). responses to each comment. In responding to Dudek will prepare a notice of intent to adopt an ND or comments, Dudek will recognize and address each
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individual CEQA issue and suggestion raised. The final individual project assignment. The schedule will EIR will include the comments on the draft EIR, include assumptions for District staff review of responses to the comments, and any revisions to the Dudek’s work products and will anticipate the need for draft EIR necessary to respond to comments. An outside agency consultation and coordination. MMRP will also be prepared that will identify the timing and responsibility for implementation of each Dudek has extensive experience in rising to a variety of mitigation measure. Dudek can also assist the District schedule challenges. Through these experiences, in preparing the required CEQA findings for Dudek has developed expertise in critical path certification of the EIR and approval of the project. management, fast-track scheduling, efficient staffing, and workload management. Dudek has achieved this Timely Publication, Notification and Filing record of on-time performance through the consistent application of several fundamental strategies. These of all CEQA related documents strategies include early identification of methodologies Dudek provides extensive support to school districts in to be used and key staff involvement, determination of meeting all CEQA publication and notification likely environmental issues for a specific project and requirements. When the project documents are nearing the influence of those issues on the project schedule, completion, Dudek’s project manager will provide to the implementation of an interactive process with District District’s project manager a memo that outlines all of the staff and outside agency staff, and use of consistently steps required for publication, notification, and filing. applied administrative systems. Dudek’s project manager will then review that memo with District staff to verify all parties understand the Dudek’s project manager will provide regular status process, and will identify the specific responsible party updates to the District identifying work completed, for each step, as well as the specific day or days by which work underway, and any needs for project data or each action item must be completed. information. Dudek will also provide the District with a checklist of steps that must be completed for any Dudek will prepare each written notice and submit public notification that may be required, identifying the them in draft form to the District for review. Dudek will responsible party and deadline for each step. complete any edits required by the District, then resubmit the notice for the District’s final review. Upon Schedule and Budget Tracking approval, Dudek will request that an authorized District representative sign the notice and provide The management team will use a schedule-tracking tool to Dudek with a PDF of the signed document. Dudek will track important milestones for task orders issued under then work with District staff to publish and file the this contract. Dudek recommends a simple table format in notice as necessary. Microsoft Word. Should the District project manager prefer an alternative method, this can be discussed and C. Scheduling and arranged, as necessary. Similarly, the management team will use Deltek Vision to create an Excel file showing all Implementation budget line items and a monthly balance for each. Dudek has a reputation for consistently delivering Progress Reports projects on time and within budget. We also have a reputation for meeting deadlines considered Ms. Waugh will prepare regular progress reports that impossible to meet due to external factors beyond the will include a list of tasks completed during the period, control of our clients (e.g., expiration of funding a list of tasks anticipated during the coming period, an sources, construction-related deadlines, permit update on the schedule, a summary of the project requirements, and court-mandated completion dates). schedule, and any outstanding scope of work or Dudek will prepare a detailed project schedule as part information request issues. of our project-specific scope and budget for each
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description to District staff in Microsoft Word, and D. Cost Control request that District staff provide edits and comments using Track Changes. Dudek will then complete edits Dudek uses a variety of computerized project to the project description and resubmit it for final management systems to oversee project costs and review and approval. schedule adherence. Each invoice will include the appropriate level of details required by the District. With respect to individual technical reports, Dudek’s Dudek can submit invoices electronically so that specialists will draft the report based on the approved District staff receive the invoice on the same date project description and complete internal senior level noted on the invoice, helping the District meet its technical review. The report would then be provided to turnaround time goals for invoice payment. Dudek will Ms. Waugh for review prior to submittal to the District. work with District staff to further customize the Dudek will complete any revisions to the report invoicing process, if necessary, to meet all needs. necessary to address District comments and concerns before providing the final report to the District for Typically, for larger tasks such as EIR preparation, we approval. This is the process Dudek uses most often to will include in our budget and billings any time that is facilitate appropriate collaboration in report writing, directly incurred related to managing that particular because it minimizes the time and effort that District project. For smaller/quicker efforts, including staff must expend on the project, while verifying that standalone technical studies and ISs, a separate all reports are accurate and meet applicable technical project management task is usually not included in our and legal requirements. scope of work, given the nominal hours it would take to manage these types of documents. Instead, these Dudek can also host Skype meetings where screen management costs are already built into the cost of sharing can be used to allow all parties to view the document preparation. Notwithstanding, for all tasks, document and collaborate on revisions, again making regardless of fee and schedule, we will clearly note on the edits in real time. Finally, for large efforts, Dudek our invoices what labor, if any, was charged towards can establish a project portal that allows team project management. members to access project information and documents online. Within the portal, team members E. Collaborative can also edit documents with changes tracked and flagged for review. Report Writing Examples and References CEQA compliance requires a multidisciplinary approach to evaluating environmental effects and options for Tahoe Lake Elementary Modernization Project. This avoiding, reducing, or otherwise mitigating those effects. approach outlined previously contributed to our All Dudek work products reflect collaboration by our successful completion of the IS and MND for the project team from project initiation through completion. Tahoe Lake Elementary modernization project with the Ms. Waugh will obtain input from all appropriate TTUSD. Dudek’s biologist, arborist, and architectural technical specialists in preparing our project-specific historian completed site assessments and prepared scope of work, budget, and schedule, as well as in detailed reports, documenting their background completing each work product. research, site review methodology, impact evaluation, and recommended mitigation measures. These For discrete work products, Dudek will draft text and reports were submitted to district staff for review prior figures and submit these to District staff for review to completion of the CEQA IS, allowing district staff the and comment. For example, project initiation includes opportunity to understand the impacts and mitigation preparation of a detailed project description. Dudek measures early in the process and to work with their will request project information and site plans from the design team to identify options for reducing and District, and will uses this information to draft the avoiding impacts. project description. We will submit the project
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For additional information regarding this project, input from District staff in a given work product, please contact Jorge Rojas, Director of Facilities, Dudek can provide for collaboration in report writing Maintenance and Operations at [email protected] or through several methods, such as in-person working 530.582.2545, ext. 20550. group meetings where we edit documents in real time by projecting the text on a screen and discussing Dixon USD Middle School Relocation Project. We have specific edits and revisions, as appropriate. This also used the outlined approach in our work with the approach was used to ensure that we met an Dixon USD for their Dixon Middle School relocation aggressive project schedule for publication of a Draft project. The key issue for this project was addressing EIR evaluating Placer County’s (County’s) proposal to neighbor’s concerns regarding traffic. At project adopt a Master Plan for the Placer County initiation, Ms. Waugh attended a meeting of the Board Government Center, a 200-acre area that houses of Trustees to provide the Board members with an most of the County’s offices and Health and Human understanding of the study area and methodology for Services department. The process began with the traffic assessment. Ms. Waugh and Dudek’s extensive collaboration between Ms. Waugh, the transportation planners then prepared a project County’s Project Manager, and the County’s design description summary and list of study intersections, team throughout preparation of the draft Master which was submitted to district staff for review. Upon Plan, technical studies and early drafts of the EIR approval of the project description, Dudek’s chapters. After submittal of the complete transportation planners completed the traffic administrative Draft EIR, Dudek facilitated a meeting assessment and provided their preliminary findings to between our key staff and key County staff to discuss Ms. Waugh. At this point, Ms. Waugh attended another the County’s edits and comments on the meeting of the Board to report on these preliminary administrative draft. This allowed for findings and confirm the Board’s direction to proceed interdepartmental collaboration on project with coordination with City staff regarding traffic description refinements, ensuring that consistent management and finalizing the report. Dudek then assumptions and approaches were used throughout submitted the draft report to District staff for review. the analysis and in defining mitigation measures and project alternatives. For additional information regarding this project, please contact Brian Dolan, Superintendent at For additional information regarding this project, [email protected] or 707.693.6300. please contact Paul Breckenridge, Senior Architect, Placer County Public Works and Facilities – Capital Placer County Government Center Master Plan Improvements at 530.889.6892 or Update EIR. Where Dudek requires more substantial [email protected].
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Personnel A. Work Plan and Current Workload
The Dudek team specifically chosen for this contract has the availability and capacity to provide services on upcoming District projects. We have included a wide range of team members with different specialties to accommodate the specifics of any individual project.
The Dudek team presented in this proposal is available for and fully committed to this contract. Current workloads range from 50% to 80% and each team member’s projected six-month backlog is in a similar range. As evidenced in our Project Experience table, for example the volume of work completed for the Tahoe Truckee Unified School District throughout 2016, the Dudek team is capable of meeting multiple project deadlines in a short timeframe. Team members can commit substantial effort (up to 100%) to the task when it is necessary for the success of a project. This SOQ identifies a wide range of specialists and planners who may be involved in each individual project; the project-specific team would be identified at the time that Dudek submits a project-specific scope of work and budget. Selection of each team member would be based on the technical issues relevant to a given project as well as each individual person’s current workload and availability. Our selected team will promptly proceed with any new project-specific assignment from the District. The Dudek personnel identified in our project-specific scope of work and budget will be committed to the specific project and no substitution of team members will be made without prior approval from the District. B. Organization Chart
Figure 1 depicts the proposed organization of all personnel who would be committed to District projects, as needed. Figure 1. Project Team Organization
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C. Professional and Support Positions
Table 2 shows Dudek’s professional and support positions, including the number of personnel in each position.
Table 2. Professional and Support Positions Position Type Number of Employees Administrative 44 Archaeologists 132 Biologists 75 CADD Technicians 7 Civil Engineers 33 Construction Inspectors 8 Construction Managers 4 Ecologists 6 Environmental Engineers 8 Environmental Scientists 10 GIS Professionals 13 Hydrogeologists 29 Landscape Architects 5 Urban/Regional Planners 43 Project Managers 20 CEQA/NEPA Technicians/Analysts 76 Urban Foresters 15
D. Project Team
Each staff’s professional qualifications and a brief summary of their experience is included in Table 3. One-page resumes are included in Appendix A.
Table 3. Proposed Personnel Name/Role Education/Certifications Brief Summary of Experience Project Manager Katherine Waugh University of California (UC), Davis Senior planner with 19 years’ experience with CEQA Contract Manager BS, Environmental Policy Analysis and statutory requirements, current planning methods, Planning and environmental documentation procedures. American Institute of Certified Planners (AICP)
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Table 3. Proposed Personnel Name/Role Education/Certifications Brief Summary of Experience CEQA Task Leaders Stephanie Strelow UC Santa Cruz 40 years’ experience as an environmental and land BA, Environmental Planning use planner, specializing in CEQA and NEPA documents. Darcey Rosenblatt University of Washington, Seattle 27 years’ experience in the public and private MA, Marine Resource Management, sector with particular expertise in large-area land Specialization in Coastal management and park planning, as well as water quality and water supply. Infrastructure Development UC Berkeley BS, Conservation of Natural Resources Christine UC Santa Barbara Senior project manager with 16 years’ experience as Fukasawa BA, Environmental Studies an environmental planner specializing in CEQA and NEPA documentation. San Jose State University Graduate Coursework, Emergency/Transportation Management Catherine Wade, UC Santa Cruz Project manager with 7 years’ experience in PhD PhD, Environmental Studies environmental planning, CEQA/NEPA compliance, and environmental impact analyses. CEQA Task MA, Environmental Studies Leader, Public University of Maryland, College Park Services and Utilities, BS, Environmental Science and Policy – Aesthetics/Land Biodiversity and Conservation Biology Use 38-hour Army Corps of Engineers Wetland Delineation Training Program Technical Staff Josh Saunders New School of Architecture + Design Environmental analyst with 13 years’ experience in Aesthetics/Land MS, Architecture, Concentration in various transportation planning and land Use Landscape Architecture development capacities. UC San Diego BA, Urban Studies and Planning AICP Matt Morales UC Davis Air quality specialist with 13 years’ experience Air Quality/ BS, Environmental Toxicology preparing technical analyses for numerous planning GHG/Energy and environmental projects related to development, natural resource management, and facility expansion. Ian McIntire California State University (CSU), Air quality specialist with 5 years’ experience Air Quality/ Sacramento specializing in the preparation of technical GHG/Energy BS, Environmental Studies documents and analysis through interpretation of state and federal legislation, environmental document preparation and review, criteria pollutant and GHG modeling.
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Table 3. Proposed Personnel Name/Role Education/Certifications Brief Summary of Experience Sean O’Brien California Polytechnic State University, Biologist with 23 years’ experience in the planning, Biological San Luis Obispo management, and implementation of natural Resources resource-related projects throughout California. BS, Ecology and Systematic Biology Laura Burris Humboldt State University Biologist with 11 years’ experience in terrestrial Biological BS, Biology biology, specializing in botanical surveys and the Resources ecological study of vegetation communities for Certified Arborist application in habitat restoration, mitigation, and CDFW, Voucher Plant Collector’s Permit conservation. CFWS, Scientific Collecting Permit 40-Hour Wetland Delineation Training, Wetlands Training Institute 2014 Lisa Achter Humboldt State University Wildlife biologist with 12 years’ experience, Biological BS, Wildlife Management and specializing in conducting habitat assessments, Resources Conservation general and focused biological surveys, presence/absence surveys, and various other Sierra College studies for a number of special-status and common AA, Liberal Arts wildlife species in Northern California. USFWS, GGS Recovery Permit, No. TE05665B-0 CDFW, GGS MOU and SCP No. SC- 12693 Ryan Brady CSU Sacramento Archaeologist with 19 years of cultural resources Cultural MA, Anthropology management experience throughout California, and Resources in Nevada who acts as principal investigator, field UC Davis director, and project manager, and meets the BA, Anthropology (Spanish minor) Secretary of the Interior’s Standards for prehistoric Registered Professional Archaeologists, archaeology. No.16181 Sarah Brewer Humboldt State University Archaeologist with 17 years’ professional experience Cultural MA, Applied Anthropology (In Progress) in cultural resource management in California with Resources experience managing both survey crews and lab Sonoma State University processing. BA, Cultural Anthropology (Archaeology emphasis) Cabrillo College AA, Liberal Studies 40-Hour OSHA HAZWOPER Samantha Murray CSU Los Angeles Senior architectural historian with 13 years’ Cultural MA, Anthropology professional experience in in all elements of cultural Resources resources management, including project CSU Northridge management, intensive-level field investigations, BA, Anthropology architectural history studies, and historical significance evaluations in consideration of the California Register of Historical Resources, the National Register of Historic Places, and local-level evaluation criteria.
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Table 3. Proposed Personnel Name/Role Education/Certifications Brief Summary of Experience Fallin Steffen Tulane University Architectural historian with 4 years’ experience Cultural MPS, Preservation Studies in building survey, evaluation, documentation, Resources materials analysis, restoration and UC Santa Cruz conservation. Served as a commissioner on the BA, History of Art and Visual Culture Santa Cruz City Historic Preservation Commission and has participated in archaeological fieldwork in the Bay Area. Perry Russell CSU Northridge Geologist with 32 years’ experience, including Geology/Soils and MS, Geological Resources 20+ years specializing in completing Hydrology/ geology/soils, hydrology/water quality, UC Santa Barbara Water Quality hazards/hazardous materials, and utilities BA, Geological Sciences Hazardous sections for CEQA and NEPA documents. Materials and Professional Geologist (PG), CA No. ESAs 5777 Certified Engineering Geologist, CA No. 1837 Elizabeth Geisler CSU Monterey Bay Trained watershed scientist and biologist with Geology/Soils and MS, Coastal and Watershed Science 10 years’ experience in stormwater, water Hydrology/Water and Policy quality, hydrology and hydraulics, stream Quality restoration, field biology, environmental UC Santa Cruz compliance, and quality control. BS, Molecular, Cell, and Developmental Biology Nicole Peacock UC Los Angeles Environmental engineer and geologist with 19 Hazardous BS, Civil and Environmental years’ experience in hazardous waste Materials and Engineering/Geology investigation and remediation projects, including ESAs soil, soil vapor, and groundwater investigation; Professional Engineer (PE) – Civil, Phase I and II ESAs; and litigation support and CA No. 68775 cost allocation among potentially responsible PG, CA No. 8553 parties for hazardous waste sites. Certified Hydrogeologist, CA No. 940 Christopher Virginia Polytechnic Institute and 11 years’ experience in applied acoustics Barnobi State University engineering, including analysis of sound generating Noise and MS, Mechanical Engineering sources, assessment of community noise levels, Vibration quantification of vibration levels from industrial North Carolina State University sources, evaluation of structural noise attenuation BS, Mechanical Engineering (exterior to interior), and design input for interior Institute of Noise Control Engineering, space acoustic performance. Board Certified PE – Acoustical, OR, No. 88285PE Jonathan Leech UC Santa Barbara Acoustician with 32 years’ environmental Noise and BA, Environmental Studies/Geology planning experience, including environmental Vibration research, impact assessment, field research, and Pennsylvania State University land use analysis. Coursework in Graduate Acoustics AICP PG, CA
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Table 3. Proposed Personnel Name/Role Education/Certifications Brief Summary of Experience Dennis Pascua UC Irvine Senior transportation planner with 25 years’ Transportation BA, Social Ecology (Environmental experience in transportation planning/ engineering, Analysis and Design) including traffic and circulation impact analyses and parking demand studies in both highly urbanized and rural areas. Sabita Tewani Newcastle University Transportation planner with 8 years’ experience in Transportation MSc, Transportation Engineering and traffic impact assessments and transportation Operations analysis for due diligence planning, including data collection, trip generation calculations, level-of- School of Planning and Architecture service analysis for freeway and roadway segments MA, Planning (Transportation as well as intersections, signal warrant analysis, all- specialization) way stop-control warrant analysis, shared parking calculations, and evaluation of internal circulation and access Kara Laurenson- Boston University Environmental analyst with 3 years’ experience in Wright BA, Environmental Analysis and Policy writing environmental documents and assisting with Public Services research, document preparation, and impact and Utilities analysis for projects subject to compliance with CEQA and NEPA.
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Appendix A Resumes – Firm Personnel
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Katherine Waugh, AICP Senior Planner
Katherine Waugh is a senior planner with 18 years’ experience with Education California Environmental Quality Act (CEQA) statutory requirements, University of California, Davis current planning methods, and environmental documentation BS, Environmental Policy Analysis and Planning, 1997 procedures. She prepares CEQA documents for a wide range of public Certifications and private projects, managing projects effectively and maintaining American Institute of Certified momentum to meet schedule and budget requirements. Planners (AICP) Select Project Experience Professional Affiliations American Planning Association On-Call CEQA Consultant Services, Tahoe Truckee Unified School District, Association of Environmental Truckee, California. Dudek has provided on-call CEQA consultant Professionals services to the Tahoe-Truckee Unified School District (TTUSD) since 2016. Served as Project Manager for: IS/MNDs for track and field improvements, parking lot expansion, and an elementary school modernization; Notice of Exemptions for middle school parking access road, high school modernization, maintenance and operations building, and multiple elementary school projects.
Former High School Modernization, Dixon Unified School District, Dixon, California. Project manager for raffic analysis and constraints analyses related to biological and cultural resources and hazardous materials to provide support for the Notice of Exemption and address neighbor concerns about traffic.
Rocketship Jackson Avenue Public Elementary Charter School, Launchpad Development Company, San Jose, California. Project manager for an MND for construction of a public elementary charter school, parking lot, and playground on a 1.3-acre site that supports a former U.S. Post Office.
Rocketship Brilliant Minds Public Elementary Charter School, City of San Jose, California. Project manager for an MND for construction of a public elementary charter school, parking lot, and playground on approximately 1.4 acres of a 2.5- acre church property.
Rocketship Sylvandale Public Elementary Charter School, Launchpad Development Company, San Jose, California. Project manager for an MND for construction of a public elementary charter school, parking lot, and playground on a 1.4-acre site owned by the Franklin McKinley School District.
Rocketship Alma Academy, Launchpad Development Company, San Jose, California. Project manager for an MND for the proposed construction and operation of a charter public elementary school serving 550 students.
Rocketship Tamien Public Elementary Charter School and Joint-Use Facilities, Launchpad Development Company, San Jose, California. Project manager for an MND for construction of a public elementary charter school and parking lot and playground.
Kentucky Greens School MND, Placer County, Newcastle, California. Project manager for an MND for the proposed relocation of an existing special-needs education program. The MND was adopted and the project has been constructed.
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Stephanie Strelow Principal
Stephanie Strelow has more than 30 years’ professional experience as Education an environmental and land use planner, specializing in California University of California Santa Cruz Environmental Quality Act (CEQA) and National Environmental Policy Act BA with Honors, Environmental (NEPA) documents. Ms. Strelow has served the Monterey Bay and Planning, 1979 Central Coast regions, providing public clients with environmental Professional Affiliations analysis, resource management, and land use planning services. She Association of Environmental has prepared over 350 environmental, planning and resource Professionals management studies and reports, and has managed multi-disciplinary teams for major regional projects in the Monterey Bay area. She has worked on a diverse range of private and public projects of various sizes and complexity of issues, including highly controversial projects, and has successfully completed adequate and legally defensible environmental documents within specified budgets and schedules. As a city planner and contract planner to public agencies, Ms. Strelow has been responsible for all aspects of project and design review, policy and ordinance interpretation, and preparation of ordinances and staff reports. She has worked regularly and effectively with staffs of local, state and federal agencies. Ms. Strelow is thoroughly knowledgeable regarding CEQA and NEPA, state planning law and practices, coastal regulations, principles of resource management, and engineering design concepts. Select Project Experience
Pacific Collegiate School Relocation, City Santa Cruz, California. Prepared IS/MND for relocation and future expansion of a charter high school as part of an on-call environmental services contract to the city of Santa Cruz.
University of California Santa Cruz (UCSC) Contract Planning, UCSC, Santa Cruz, California. Provided contract planning services to the university for management and review of campus EIRs for the Emergency Response Center, the 80-unit Ranchview Terrace faculty housing project, and expansion of McHenry Library. Services included conducting focused EIR scoping meeting, reviewing and editing administrative drafts, assisting with responses to comments and preparation of the EIR, and preparation of CEQA findings in consultation with University of California attorneys.
Digital Arts Facility EIR, UCSC, Santa Cruz, California. Managed and prepared EIR for a new 45,000 square foot Digital Arts Facility and an addition to the Theater Arts Center on the UCSC campus, including preparation of IS and CEQA Findings. Key issues included visual impacts.
Humanities and Social Sciences Building EIR, UCSC, Santa Cruz, California. Managed and prepared EIR for a new classroom building on the UCSC campus, including preparation of IS and CEQA findings.
California State University (CSU) Monterey Bay Master Plan EIR, Denise Duffy and Associates, Monterey Bay, California. Served as project manager and principal author of EIR on the Master Plan for a new CSU campus at the former Fort Ord military base in Monterey County. The EIR evaluated three phases of buildout.
Long Marine Lab Master Plan EIR, UCSC, Santa Cruz, California. Project manager and principal author on EIR for UCSC on its long-range plan for coastal marine lab facilities.
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Darcey Rosenblatt
Ms. Rosenblatt has 24 years’ experience in the public and private Education sector. She has particular expertise in large-area land management and park planning, as well as water quality and water supply. She has University of Washington, Seattle MA, Marine Resource Management, worked in private consulting for the Trust for Public Land and for the Specialization in Coastal U.S. Environmental Protection Agency’s (EPA) Office of Water. Ms. Infrastructure Development Rosenblatt has had training in public outreach, mediation, and University of California, Berkeley negotiation of environmental policy and siting disputes. BS, Conservation of Natural Resources Select Project Experience Professional Affiliations The Coastal Society Environmental Services for the Vallejo Marine Terminal (VMT) and Trails, USA Orcem Projects, City of Vallejo, California. Currently serving as project Women’s Environmental Network, manager for preparation of the environmental impact report (EIR) Board of Directors analyzing two separate but related applications to revitalize and Association of Environmental repurpose the former General Mills production facility. The Vallejo Professionals Marine Terminal project involves construction of a new marine terminal, and the Orcem project involves reuse of the former General Mills site for the production of cement, produced with less pollution than traditional cement. Primary issues are traffic, air quality, and impacts to biological resources, particularly benthic resources.
1530 5th Avenue CEQA Review, Westlake Urban LLC, San Francisco, California. Serving as project manager in the preparation of an EIR for a residential development on the edge of Mount Sutro Open Space Reserve in San Francisco. The project will demolish 11 existing buildings and construct 6 new buildings in their place. Key issues include biological resources, transportation and traffic, and air quality.
701 Third Street Hotel, Four One Five LLC, San Francisco, California. Served as project manager for the preparation of a Community Plan Exemption (CPE) for a project in San Francisco’s South of Market District. The project will demolish a McDonald’s and build a new 11-story hotel. The project qualifies for a CPE because it does not include any impacts that were not previously evaluated in the Eastern Neighborhoods Area Plan EIR. The CPE examines 17 issue areas and is currently being prepared.
Hamilton Hospital MND, City of Novato, California. Served as deputy project manager for preparation of an MND for the rehabilitation and expansion of the historic Hamilton Hospital in the former Hamilton Air Field for an assisted living and memory care facility. Ms. Rosenblatt was instrumental in keeping this project on schedule and coordinating with the technical specialists involved in preparation of the document. The MND was completed on time and was subsequently approved by the Planning Commission and City Council.
Santa Rosa General Plan EIR, City of Santa Rosa, California. Served as Director for this EIR to analyze effects of a focused update to the General Plan 2020, including preparation of a new Housing Element and incorporation into the General Plan of recently adopted area plans, circulation plans, and strategic plans. Ms. Rosenblatt assisted with the original EIR for the City of Santa Rosa’s General Plan 2020, which addressed elements of natural and biological resources, land use policy, urban design, conservation of open space, scenic highways, fire hazards, air quality, noise, and energy conservation.
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Christine Fukasawa Senior Project Manager
Christine Fukasawa is a senior project manager with 15 years’ Education experience as an environmental planner specializing in University of California, Santa Barbara California Environmental Quality Act (CEQA) and National BA, Environmental Studies Environmental Policy Act (NEPA) documentation. Ms. Fukasawa San Jose State University Graduate has served in a variety of project management and planning Coursework, Emergency/Transportation roles and has been responsible for preparation of environmental Management documents throughout California for both public- and private- Professional Affiliations sector clients. She has experience with a wide range of sensitive Association of Environmental Professionals environmental issues, including aesthetics/visual resources, Women in Transportation Seminar agricultural easement/designation issues, biological resources issues, community impact and environmental justice, cultural resources/Section 106 concerns, and working in multijurisdictional geographies on highly controversial and complex projects.
Select Project Experience
Various CEQA Projects, University of California, Santa Cruz. Served as environmental planner. Project planner assisting in day-to-day management and preparation of environmental analysis for CEQA documentation for projects at the University of California at Santa Cruz, including but not limited to the Ranch View Terrace Faculty Housing Project EIR and the McHenry Library Expansion EIR.
City College of San Francisco Master Plan EIR, California. Served as environmental planner for the City College of San Francisco master plan EIR. Improvements to the existing campus (specifically, the Ocean Avenue campus) included construction of a community health and wellness center and other related near-term construction, including the Chinatown/North Beach and Mission campuses.
Union City Station District Mixed-Use EIR, California. Served as project manager. Managed preparation of technical studies and an EIR for a mixed-use development. The project included construction of approximately 970 units, 37,000 square feet of commercial space 6,000 square feet of business condominiums, and 1,400 parking spaces.
110/175 Linfield Drive EIR, Menlo Park, California. Served as deputy project manager. Assisted in day-to-day management of the 110 and 175 Linfield Drive EIR for construction of 56 single-family residences on two lots in Menlo Park.
Jackling Estate Demolition Focused EIR, Woodside, California. Served as deputy project manager. Assisted in day- to-day management and preparation of the draft focused EIR and the final EIR for the Jackling Estate demolition project for the Town of Woodside. The high-profile project included the demolition of a 1925 mansion once owned by architect Daniel Jackling.
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Catherine Wade, PhD Project Manager
Catherine Wade is a project manager with 6 years’ experience in Education environmental planning, California Environmental Quality Act University of California, Santa Cruz (CEQA)/National Environmental Policy Act (NEPA) compliance, and PhD, Environmental Studies, 2015 MA, Environmental Studies, 2012 environmental impact analyses. Dr. Wade has supported CEQA/NEPA documentation for transportation, development, municipal, education, University of Maryland, College Park water/wastewater, energy, and military projects. Dr. Wade has extensive BS, Environmental Science and environmental research experience focused on plant ecology and fuels Policy – Biodiversity and management. Her doctoral dissertation focused on the ecological impacts Conservation Biology, 2006 of climate change on native and invasive plant species and wildfire risk Certifications management in the eastern Sierra Nevada, California. 38-hour Army Corps of Engineers Wetland Delineation Training Select Project Experience Program, 2007 Professional Affiliations Oxford Day Academy IS/Negative Declaration (ND), City of East Palo Alto, Association of Environmental California. Prepared an IS/ND for the Oxford Day Academy Project, which Professionals, Monterey Bay- proposed to operate a new, tuition-free, research-based public charter high Silicon Valley Chapter school at an existing building owned and operated by Bayshore Christian Ministries, sharing the use of the building and the site.
City of East Palo Alto General Plan Update EIR, City of East Palo Alto, California. Served as deputy project manager for the preparation of an EIR for a comprehensive general plan update for a city facing numerous social, economic, environmental, and other challenges. The General Plan Update introduced a new focus on public health, sustainability, and housing affordability.
Animal Shelter Project Addendum, San Mateo County, California. Prepared an addendum to a mitigated negative declaration (MND) adopted in 2015 for an animal shelter facility in San Mateo County. The County of San Mateo proposed to demolish the existing animal shelter facility and construct a new facility in a different location on the project site. An initial study (IS) was prepared, and the County Board of Supervisors adopted the MND in 2015.
1700 Richard Avenue Data Center IS/MND, City of Santa Clara, California. Served as project manager for the IS/MND for a project that would include upgrades to an existing data center
3023 Homestead Road IS/MND, City of Santa Clara, California. Served as project manager for the 3023 Homestead Road project, which proposed to subdivide a 17,500-square-foot residential lot into four lots, relocate an existing historic residence on site to one lot, and construct three new, two-story single-family homes.
Mesa/Gallup Housing Project Categorical Exemption (CE)/EA, City of San Jose, California. Served as deputy project manager for a project proposing to construct up to 20 dwelling units on a vacant lot located at 1171 Mesa Drive.
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Josh Saunders, AICP Aesthetics/Land Use
Josh Saunders is an environmental analyst with 13 years’ experience in Education various transportation planning and land development capacities. Since New School of Architecture + Design joining Dudek in 2007, Mr. Saunders has specialized in the research, MS, Architecture, Concentration in Landscape Architecture coordination, and preparation of environmental documents subject to University of California, San Diego CEQA and NEPA. At Dudek, Mr. Saunders has provided analytical, BA, Urban Studies and Planning technical and project management support on a variety of projects and Certifications environmental topics and has focused on visual impact, recreation, and AICP land use analyses for as-needed contracts with a CEQA documentation Professional Affiliations component and a wide range of projects including land management plans and electrical infrastructure. American Planning Association Association of Select Project Experience Environmental Professionals
As-Needed Contract, City of San Diego Public Utilities Department, San Diego, California. Prepared the land use and visual effects sections of the EIR for the proposed development of the North City City, the first phase of the Pure Water San Diego Program (Pure Water Program) that involves the production of 30 million gallons per day (MGD) of purified water.
As-Needed Contract, SDG&E Cleveland National Forest Electric Safety and Reliability Plan, California Public Utilities Commission (CPUC), San Diego County, California. Tasked with preparation of the visual resources and land use sections of the EIR for the project that would consolidate over 70 special use permits and easements for SDG&E facilities within the Cleveland National Forest. As part of the as-needed contract, Mr. Saunders also served as lead analyst and assistant project manager in the preparation of the 2,000+ page, multi-volume joint EIR/EIS for the East County Substation/ Tule Wind/ Energia Sierra Juarez Transmission Line Project. Mr. Saunders was also responsible for the completion of several sections of the joint EIR/EIS document including aesthetics, land use, wilderness and recreation, and public services.
As-Needed Contract, California Department of General Services, Central and Southern California. Served as assistant project manager and occasionally, lead analyst, for the 5-year as-needed contract with the Project Management and Development Branch of the Department of General Services (DGS).
San Jacinto Wildlife Area Land Management Plan EIR, California Department of Fish and Wildlife, San Jacinto California. Prepared recreation, traffic and circulation, and utilities and service systems section of the EIR. The Project contemplates and evaluates land use and management changes to the 19,000-acre San Jacinto Wildlife Area which supports a diverse array of biological resources, including habitats associated with the San Jacinto River floodplain and the San Jacinto foothill region and is an important stop for a number of migratory birds along the Pacific flyway.
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Matthew Morales Air Quality Specialist
Matthew Morales is an air quality specialist with 12 years’ experience Education preparing technical analyses for numerous planning and environmental University of California, Davis projects related to development, natural resource management, and BS, Environmental Toxicology facility expansion. Trained in air quality, including greenhouse gas (GHG) and climate change, and noise analysis, he is adept at applying air quality models, such as the California Emissions Estimator Model, Caline4, AERSCREEN, AERMOD, and HARP 2, to perform quantitative analyses for National Environmental Policy Act and California Environmental Quality Act (CEQA) environmental documents, such as environmental impact reports (EIRs), initial studies (ISs), and mitigated negative declarations (MNDs). Select Project Experience
Canyon Springs Healthcare Campus Specific Plan, Specific Plan Amendment, and EIR, City of Riverside, California. Managing the preparation of a new specific plan, amendment to an existing specific plan, and preparation of an associated EIR for a new healthcare campus in the City of Riverside. Key issues for this project are air quality, traffic, as well as potential impacts from helicopter operations.
Residential Care Facility IS/ MND, Peninsula Healthcare District, Burlingame, California. Prepared an IS/MND for a proposed 5- to 6-story, 124-unit, 150,369-square-foot residential care facility for the elderly, and removal of the 10,800 square feet of existing building. Analyzed air quality (including health risks) and GHG impacts from construction and operation of the project on the community and nearby sensitive residences and reviewed and incorporated the noise analysis prepared for the project into the IS.
Hospital Expansion, Washington Hospital, Fremont, California. The project comprised approximately 535 hospital beds, 10 nursing units, and space for the following facilities: Emergency Department; Intensive Care Unit/Critical Care Unit; surgery, radiology, diagnostic, and treatment facilities; and medical and administrative offices. As air quality, GHG, and climate change analyst, analyzed air quality and GHG impacts of the project on the community and nearby sensitive residences based on methodologies and thresholds recommended by BAAQMD.
San Joaquin County General Plan Update EIR, County of San Joaquin, California. The proposed San Joaquin County 2035 General Plan is made up of the proposed polices, diagrams, text, and implementation measures that will guide land use decisions within the unincorporated areas of San Joaquin County. As air quality, energy, GHG, and noise analyst, analyzed air quality, energy, GHG, and noise impacts from construction and operation of the proposed development under the 2035 General Plan.
Meridian West Campus-Lower Plateau Project, March JPA, California. Prepared the air quality and GHG analyses as part of a comprehensive EIR for a large-scale business and warehouse development project in the western portion of the March JPA jurisdiction.
Oakmont Senior Assisted Living Facility IS/MND, City of Novato, California. As the air quality analyst, assessed the criteria air pollutant and GHG emissions associated with construction and operation of the proposed assisted living community within the City of Novato.
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Ian McIntire Air Quality Specialist
Ian McIntire is an air quality specialist with 3 years’ experience Education specializing in the preparation of technical documents and analysis California State University, through interpretation of state and federal legislation, environmental Sacramento document preparation and review, criteria pollutant and greenhouse gas BS, Environmental Studies emissions (GHG) modeling. Trained in air quality, including GHG and climate change, he is adept at applying air quality models, such as the California Emissions Estimator Model (CalEEMod), Caline-4, and AERMOD, to perform quantitative analyses for National Environmental Policy Act (NEPA) and California Environmental Quality Act (CEQA) environmental documents, such as environmental impact reports (EIRs), initial studies (ISs), and mitigated negative declarations (MNDs). Select Project Experience
Atherton Baptist Continuing Care Facility Expansion Project Technical Report, City of Alhambra, California. The project included demolition of existing continuing care residential facility in the Atherton Master Plan and reconstruction of the existing buildings and expansion of the facility. Demolition included approximately 164,852 square feet of existing residential units, and construction of 313 residential units and an additional 301 parking spaces. As air quality analyst, prepared CEQA air quality and GHG sections and developed innovative mitigation measures.
Napa Logistics Park – Phase 2 EIR, American Canyon, California. The project included development of three warehouse buildings totaling 2,170,640 square feet and 100,000 square feet of office space. As air quality analyst, prepared CEQA Air Quality Technical Study and prepared EIR air quality and GHG sections and developed mitigation measures for the Napa Logistics Project.
Shadelands Gateway Specific Plan and the Orchards at Walnut Creek Project EIR, City of Walnut Creek, California. The project included development of a new Safeway grocery store, retail, restaurant, and a senior housing/continuing care retirement community (CCRC) facility. As air quality analyst, prepared air quality and GHG analyses and developed mitigation measures for both the project and its less intense alternatives.
Xebec Fontana Warehouse Project Technical Report, City of Fontana, California. The project included demolition of a 20,553 square foot building and 3.5 acres of asphalt and development of a new warehouse building totaling 314,250 square feet on approximately 13.71 acres. As air quality analyst, prepared air quality and GHG analyses and help develop mitigation measures for the project.
Fresno Downtown Neighborhood Community Plan (DNCP) and Fulton Corridor Specific Plan (FCSP) EIR, City of Fresno, California. The project included the adoption of the DNCP for the residential neighborhoods surrounding Downtown and the FCSP for the core of Downtown, including the Fulton Mall. As air quality analyst, prepared CEQA air quality and GHG assessments and developed mitigation measures for the DNCP and the FCSP, a planned development of residential, commercial, and community/public facility land uses and supporting infrastructure in Davis, California. The DNCP included 3,697 mixed-density residential, 67 acres of industrial, 46 acres of commercial, and 8 acres of retail uses while the FCSP included 6,293 mixed-density residential, 3 acres of industrial, 90 acres of commercial, and 37 acres of retail uses.
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Sean O’Brien Senior Biologist
Sean O’Brien is a biologist with more than 20 years’ experience in the Education planning, management, and implementation of natural resource-related California Polytechnic State projects throughout California. Mr. O’Brien specializes in wetlands and University, San Luis Obispo endangered species permitting, mitigation planning, biological impact assessment, and biological compliance monitoring program BS, Ecology and Systematic Biology, 1993 development for public and private clients. Mr. O’Brien’s primary focus Professional Affiliations has been on management of projects that involve preparation of regulatory permit applications and supporting documentation to secure local, state, Association of State Wetland Managers and federal approvals on behalf of his clients. In addition to his permit Society of Wetland Scientists acquisition experience, Mr. O’Brien has led the development and implementation of numerous biological construction monitoring/permit Association of Environmental Professionals compliance programs. California Native Plant Society Select Project Experience
Hiddenbrooke Phase 3 Residential Development, Vallejo, Solano County, California. Project manager for this project, which was the final phase of the Hiddenbrooke development and involved construction of 70 homes and associated infrastructure on approximately 68 acres. Impacts involved fill of seasonal wetlands and tributaries to Sulphur Springs Creek, and effects on California red-legged frog (Rana draytonii) and Callippe silverspot butterfly (Speyeria callippe callippe). Served as project manager for all aspects of wetlands and endangered species permitting.
Vaca Valley Business Park, Vacaville, Solano County, California. This project involved the parcelization and installation of key infrastructure improvements (e.g., roadways, bridges, utilities) as part of a 10-year, phased program to facilitate development of this approximately 300-acre property. Supervised the wetlands permitting tasks and monitored the long-term performance of the project’s on-site and off-site compensatory mitigation areas in accordance with permit requirements.
Area H-1 Landfill Closure – Mare Island, Vallejo, Solano County, California. As part of the U.S. Navy’s land transfer to the state, the Navy implemented the remediation and closure of the former Area H-1 Landfill. Because the closure work had the potential to result in adverse effects on jurisdictional wetlands and salt marsh harvest mouse, a variety of regulatory authorizations were required. Directed a team of biologists in the execution of the regulatory permitting tasks.
Prewett Park Burrowing Owl Preserve, Antioch, Contra Costa County, California. As part of work on the CEQA documentation for the City of Antioch’s Prewett Park Community Center Project, helped to develop a burrowing owl mitigation and management strategy that targeted the on-site preservation and management of suitable habitat to benefit the local burrowing owl population while providing an economically feasible mitigation option. Guided the City of Antioch in development of a mitigation concept and potential alternative mitigation options.
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Laura Burris Biologist, Botanist
Laura Burris is a biologist with more than 10 years of experience in Education terrestrial biology. Ms. Burris specializes in botanical surveys and the Humboldt State University ecological study of vegetation communities for application in habitat BS, Biology, 2007 restoration, mitigation, and conservation. She is knowledgeable about Certifications the National Environmental Policy Act (NEPA) and California International Society of Environmental Quality Act (CEQA) and their processes, and is skilled in Arboriculture managing and drafting environmental documents such as biological Certified Arborist resource assessments, wetland delineation reports, arborist reports, CDFW, Voucher Plant Collector’s habitat restoration plans, technical sections of environmental impact Permit reports (EIRs) and environmental impact statements (EISs), and CFWS, Scientific Collecting Permit regulatory permit applications. 40-Hour Wetland Delineation Training, Wetlands Training Institute 2014 Select Project Experience Professional Affiliations Lytton Residential Development Technical Biological Studies, Windsor, International Society of California. Assisted with protocol-level surveys for the Sonoma Arboriculture population of California tiger salamander and California red-legged frog California Native Plant Society in compliance with a biological opinion issued by the U.S. Fish and The Wildlife Society Wildlife Service (USFWS) for land proposed to be placed into federal trust Botanical Society of America for the Lytton Rancheria of California. In addition, for several consecutive years, conducted focused rare plant surveys on the property in accordance with the Santa Rosa Plain Conservation Strategy.
Point Molate Casino EIR/EIS Native Grassland Surveys and Technical Report, Point Richmond, California. As botanist, assisted in the design and implementation of quantitative and qualitative native grassland and scrub habitat evaluations on the former Point Molate Naval Refueling Depot in support of a natural resources management plan.
Granite Bay Development Housing Projects, Placer County, California. Served as primary biologist and wetland delineator. Conducted surveys and wetland delineation fieldwork for various private development projects in Placer County.
EIR and Technical Botanical and Arborist Reports, White Wolf Ski Resort, Lake Tahoe, California. Served as primary botanist and arborist. Conducted focused botanical surveys and arborist surveys to identify biological constraints, impacts, and mitigation measures for proposed development in the Lake Tahoe area.
Community Center Improvements, City of Citrus Heights, California. Served as primary arborist. In compliance with the Citrus Heights Tree Protection Ordinance, conducted an arborist survey for improvements to the Community Center grounds. Drafted a technical arborist report detailing findings and measures for avoiding permanent impacts to arboricultural resources.
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Lisa Achter Wildlife Biologist
Lisa Achter is a wildlife biologist with over 9 years’ experience, specializing Education in conducting habitat assessments, general and focused biological Humboldt State University surveys, presence/absence surveys, and various other studies for a BS, Wildlife Management and number of special-status and common wildlife species in Northern Conservation California. She has particular expertise with the federally and state Sierra College threatened giant gartersnake (Thamnophis gigas), with several years of AA, Liberal Arts experience studying, surveying, handling, and monitoring the species, as Certifications well as experience trapping and handling the endangered San Francisco USFWS, GGS Recovery Permit No. TE05665B-0 gartersnake (Thamnophis sirtalis tetrataenia). CDFW, GGS MOU and SCP No. SC- Select Project Experience 12693 Professional Affiliations Tahoe Lake Elementary School, Placer County, California. Conducted a The Wildlife Society biological resource assessment of a school facility to determine potential constraints to development/expansion of the property related to special-status species and aquatic features potentially under the jurisdiction of the ACOE, CDFW, and RWQCB.
Vacaville Center Campus Site Expansion, Solano Community College District, Vacaville, California. Conducted protocol-level burrowing owl nesting surveys within the proposed project footprint to determine presence/absence of burrowing owls on the project site.
Big Chico Creek Ecological Reserve (BCCER) Conference Center, Chico, California. Conducted a pre-demolition roosting bat survey for special-status and non-special status bat species in a condemned historical structure. Prepared an exclusion plan to safely evict bats from the structure and generated mitigation recommendations.
Ponte Palermo Phase II, County of El Dorado, California. Developed the biological resources section for Phase II of a development project intending to expand an existing retirement community. Evaluated project impacts and generated avoidance and mitigation measures to protect special-status plant species found only in the Pine Hill Preserve adjacent to the site. Also evaluated impacts to special-status wildlife species and sensitive habitats.
Truckee Aquatics Center, Truckee Donner Recreation and Park District, Truckee, California. Conducted a pre- construction nesting bird and bat survey for an expansion project to determine if any state or federally listed bird or bat species were present on site. Determined habitat suitability and presence/absence of roosting bats and nesting birds protected by the MBTA.
Roseville Hotel and Conference Facility EIR, City of Roseville, Planning Department, California. Conducted a biological resource assessment of a property in Placer County to determine potential constraints RWQCB.
Vallejo Marine Terminal LLC and Orcem California Inc. Projects, City of Vallejo, California. Conducted a biological resource assessment of an abandoned factory site to determine potential constraints to development of the property related to special-status species and aquatic features potentially under the jurisdiction of the ACOE, CDFW, and RWQCB.
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Ryan Brady, RPA Archaeologist
Ryan Brady is an archaeologist with over 18 years of cultural resources Education management experience throughout California, and in Nevada. He acts California State University, as principal investigator, field director, and project manager, and meets Sacramento the Secretary of the Interior’s Standards for prehistoric archaeology. He MA, Anthropology assesses archaeological finds in the context of clients’ legal Universitat Autónoma de responsibilities under local, state (CEQA), or federal (Section 106) Barcelona regulations. Extensive work experience includes Phase I survey, Phase II Visiting Researcher evaluation, and Phase III data recovery of archaeological properties University of California, Davis across California and much of the Great Basin. BA, Anthropology, Spanish minor License Select Project Experience Register of Professional Archaeologists, No.16181 Phase I Assessment for Upgrades at Scotts Valley Middle School, David J. Professional Affiliations Powers and Associates, Scotts Valley, California. Managed an Society for American Archaeology archaeological inventory of a middle school campus in the coast range of Society for California Archaeology Santa Cruz County. Acted as primary report author.
Data Recovery along Sand Hill Road, Stanford University, Palo Alto, California. As a field archaeologist, hand excavated trenches for data recovery at an interior Bay Area occupation site.
Salud Para La Gente Cultural Resource Monitoring, Watsonville, California. Served as project archaeologist for the redevelopment of a community health clinic located near the Watsonville Historic District. Project efforts involved background research and construction monitoring. The location was sensitive for historic cultural resources.
3303 Scott Boulevard, Toeniskoetter Development Inc., Santa Clara, California. As project manager and principal investigator, managed and supervised construction monitoring for a 2.44 acre “warm shell” development in the city of Santa Clara. The project was compliant with CEQA guidelines.
505 Lincoln Boulevard, Sobrato Organization, San Jose, California. As project manager and principal investigator, managed and supervised construction monitoring for a 2.94 acre multi-use development in downtown San Jose.
Hat Creek Restoration Project, Cal Trout Inc., Shasta County, California. As project manager and principal investigator, managed and supervised a cultural resource assessment and construction monitoring associated with recreation development in the Hat Creek Native Trout Fishery in Shasta County
Phase II and III Excavations at CA-CAL-114/H and CA-CAL-1292, Mark Twain St. Joseph’s Hospital, San Andreas, California. Served as crew chief for evaluation of a multicomponent site in the Sierra Nevada foothills. Prehistoric component was complex occupation site. Historic component related to early Euroamerican occupation.
Archaeological Monitoring for the Ramsay Skate Park, City of Watsonville, California. Managed the archaeological monitoring program for construction of the Ramsay Skate Park in Watsonville, California. The work involved coordinating between the City and the contractor. There was potential for buried cultural resources at the project location.
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Sarah Brewer Archaeologist
Sarah Brewer is an archaeologist with 17 years’ professional experience Education in cultural resource management in California. Ms. Brewer has managed Humboldt State University both survey crews and lab processing. She carries extensive experience MA, Applied Anthropology, In in field excavation, survey, laboratory processing, data management, Progress records searches, CEQA and Section 106 reporting, and management of Sonoma State University small projects. BA, Cultural Anthropology (Archaeology emphasis), 1999 Select Project Experience Cabrillo College AA, Liberal Studies, 1997 Master Plan EIR Cultural Studies for California Universities, Monterey, San Certifications Mateo and Santa Cruz Counties, California. Conducted records search 40-Hour OSHA HAZWOPER reviews, tribal consulting, archaeological survey and CEQA, CEQA Plus, and Section 106 compliance reporting for Master Plan EIRs at UC ANR Professional Affiliations Elkus Ranch (University of California, Santa Cruz), CSU Monterey Bay and Society for California Archaeology San Francisco State University.
UC Santa Cruz Upper Quarry Lime Kiln Evaluation, Santa Cruz County, California. Conducted records search, site recording and reporting for a lime kiln dating to 1850 located on the UC Santa Cruz campus.
On-Call Municipal Projects, City of Monterey, California. Prepared various reports for the City of Monterey including a Section 106 review for two storm drain improvement projects, and a Section 106 review for a sewer manhole replacement on the Presidio of Monterey.
17-mile Drive Excavations for a Prehistoric Site, Pebble Beach, Monterey County, California. Conducted the records search review, excavated data recovery units and performed laboratory processing for the renovation of a private residence.
City of Santa Cruz Cultural Sensitivity Map, Santa Cruz, California. Performed a citywide records search and prepared a GIS-based cultural sensitivity map for the City of Santa Cruz using information from known archaeological sites, cultural reports, historic maps, landform and historic waterways to assist in future planning.
Downtown Recovery Plan Amendment, City of Santa Cruz, Santa Cruz County, California. Reported records search results and engaged in Native American consultation for an amendment to the City of Santa Cruz’s downtown plan.
Built Environment Reviews, San Mateo and San Francisco Counties, California. Conducted records searches, surveys and CEQA compliance reports for historic structures in the Bay Area.
Various Development Projects, Butte, Marin, Sacramento and Santa Cruz Counties, California. Conducted records searches, archaeological surveys, tribal correspondence and reporting for numerous CEQA compliance projects in Novato, Sacramento, Santa Cruz, Capitola, Watsonville and on the campuses of UC, Santa Cruz and CSU Chico.
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Samantha Murray, MA Historic Built Environment Lead/ Senior Architectural Historian
Samantha Murray is a senior architectural historian with 12 years’ Education professional experience in in all elements of cultural resources California State University, Los management, including project management, intensive-level field Angeles MA, Anthropology, 2013 investigations, architectural history studies, and historical significance California State University, evaluations in consideration of the California Register of Historical Northridge Resources (CRHR), the National Register of Historic Places (NRHP), and BA, Anthropology, 2003 local-level evaluation criteria. Ms. Murray has conducted hundreds of Professional Affiliations historical resource evaluations and developed detailed historic context California Preservation Foundation statements for a multitude of property types and architectural styles. Society of Architectural Historians National Trust for Historic Select Project Experience Preservation Registered Professional Kings Beach Elementary School Modernization Project, Tahoe Truckee Archaeologist Unified School District, Tahoe City, Placer County, California (2016). Ms. Murray served as architectural historian and co-author of the cultural resources study, which involved evaluation for NRHP, CRHR and local eligibility, archival and building research, a records search, and Native American coordination.
Truckee High School Trach and Field Improvements Project, Tahoe Truckee Unified School District, Town of Truckee, Nevada County, California (2016). Ms. Murray provided QA/QC of the evaluation of several buildings within the high school and co-authored the cultural resources report.
Tahoe Lake Elementary School Facilities Master Plan Project, Tahoe Truckee Unified School District, Tahoe City, Placer County, California (2015). Ms. Murray served as architectural historian and lead author of the cultural resources study. She recorded and evaluated the Tahoe Lake Elementary School Building for NRHP, CRHR, and local level criteria and integrity considerations.
Castilleja School Project, City of Palo Alto, Santa Clara County, California (in progress). The study included a historical significance evaluation of the campus and related buildings and structures. Ms. Murray co-authored the cultural resources report and provided QA/QC.
Fullerton College Facilities Master Plan Program EIR, North Orange County Community College District, City of Fullerton, Orange County, California (in progress). The North Orange County Community College District is undertaking a program to make upgrades and repairs to existing buildings and construct new facilities to improve safety and education. Ms. Murray co-authored and oversaw the cultural resources study.
CSU Chico College Park Demolition Project, Butte County, California (2017). The study involved completion of a California Historical Information System (CHRIS) records search, outreach with the Native American Heritage Commission (NAHC) and local tribes/groups, a pedestrian survey of the project area for built-environment resources, and recordation and evaluation of 10 properties for historical significance.
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Fallin Steffen Architectural Historian
Fallin Steffen is an architectural historian with 3 years’ experience in Education building survey, evaluation, documentation, materials analysis, restoration Tulane University and conservation. Ms. Steffen served as a commissioner on the Santa MPS, Preservation Studies, 2015 Cruz City Historic Preservation Commission and has participated in University of California, Santa archeolgical fieldwork in the Bay Area. She meets the Secretary of the Cruz Interior’s Professional Qualification Standards for Architectural History. BA, History of Art and Visual Culture, 2010 Select Project Experience Professional Affiliations National Trust for Historic Newel Creek Dam Project, Santa Cruz, California. Served as architectural Preservation historian. Evaluated the built features of the site and co-authored the Cultural Resources Report.
Haciendas III Housing Project, Salinas, California. Served as architectural historian. Conducted preliminary archival research and created a documentary research table detailing the history of the site. Also assisted with the archaeological fieldwork and co-authored the final Archaeological Monitoring and Data Recovery Report.
Silva Ranch Barn, Aptos, California. Served as architectural historian to record the current condition of the barn, historic integrity, and eligibility for inclusion on Santa Cruz County’s register of historic resources.
South City Car Wash, South San Francisco, California. Served as architectural historian. Conducted an evaluation survey of the South City Car Wash in South San Francisco to record its current condition, remaining level of historic integrity, and eligibility for the national, state and local register of historic resources.
26317 Scenic Road, Carmel-by-the-Sea, California. Assisted in subsurface auger testing to determine the presence of archaeologically sensitive material and the preparation of the accompanying report.
Graduate Student Housing Project, San Jose, California. Served as architectural historian. Conducted preliminary archival research and created a documentary research table detailing the history of the site. Assisted with the archaeological fieldwork component of the project.
Valpey Apartments Historic Resource Protection Plan, San Jose, California. Served as architectural historian. Conducted archival research, documented, and authored the Historic Resource Protection Plan to aid in the conservation of the 1930’s Valpey Apartment building during the construction of a six-story complex on several adjacent lots.
Mid Pen Housing Project, Monterey, California. Assisted in subsurface auger testing to determine the presence of archaeologically sensitive material and assisted in the preparation of the accompanying report.
Historic Preservation Commission, Santa Cruz, California. Appointed by the City Council, served on the seven- person commission reviewing plans for upcoming residential, commercial, and municipal projects that involve historic properties in Santa Cruz.
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Perry Russell, PG, CEG Geologist
Perry Russell is a geologist with 32 years’ experience, including more Education than two decades specializing in completing geology/soils, California State University, hydrology/water quality, hazards/hazardous materials, and utilities Northridge sections for California Environmental Quality Act (CEQA) and National MS, Geological Resources, 1988 Environmental Policy Act (NEPA) documents. Mr. Russell has also University of California, Santa completed erosion control studies, geologic hazards surveys, and Barbara Phase I environmental site assessments (ESAs). BA, Geological Sciences, 1984 Certifications Select Project Experience Professional Geologist (PG), CA No. 5777 Santa Barbara City College Long Range Development Plan EIR, Certified Engineering Geologist California. Evaluated potential impacts related to slope stability and (CEG), CA No. 1837 construction-induced soil erosion.
Environmental Impact Report (EIR), Mira Costa Community College District, City of Oceanside, California. Prepared facilities Master Plan EIR to meet the needs of projected enrollment and program forecasts for the campus through 2020. Evaluated anticipated changes in surface water runoff associated with proposed campus improvements, including an evaluation of existing problematic runoff conditions through an adjacent homeowner’s property. Also evaluated potential soils, geologic, hazards, and hazardous materials impacts associated with the proposed Facilities Master Plan development.
San Diego State University New Student Housing EIR, City of San Diego, California. Evaluated geotechnical resources impacts associated with development of facilities to accommodate up to 2,566 student housing beds, in a series of residential towers, in proximity to existing single-family dwellings. Evaluated impacts associated with multiple active faults in the region, over-excavation and replacement of large existing fill slopes, and grading- induced erosion.
Bulldog Stadium Modernization Project, California State University, Fresno Initial Study/Mitigated Negative Declaration (MND), City of Fresno, California. Evaluated geology/soils, hazards/hazardous materials, and hydrology/water quality impacts associated with renovation and modernization of the existing Bulldog Stadium. Geology/soils impacts evaluated included seismicity, slope stability, and grading-induced erosion. Hazards/hazardous materials impacts included potential incidental spills from construction equipment and potential asbestos-containing materials during demolition. Hydrology/water quality impacts included a discussion regarding the effectiveness of the existing stormwater detention basin in slowing increased project-related stormwater flow and filtering out surface water impairments; as well as water supply and demand issues.
North Montclair Downtown Specific Plan Amendment EIR, City of Montclair, California. Evaluated flooding impacts associated with potential failure of the upstream San Antonio Dam. Also evaluated the adequacy of utilities and service systems to support the proposed project, including water supply, wastewater capacity, and drainage facility capacity.
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Elizabeth Geisler Project Scientist
Ms. Geisler is a trained watershed scientist and biologist with over 9 Education years of experience in the Monterey Bay and San Diego regions. California State University, Specifically, Ms. Geisler has experience in stormwater, water quality, Monterey Bay hydrology and hydraulics, stream restoration, field biology, MS, Coastal and Watershed Science environmental compliance, and quality control. Ms. Geisler has a and Policy, 2014 diverse work history ranging from the public sector, to construction, University of California, Santa Cruz BS, Molecular, Cell, and and environmental consulting. As a result, she brings a unique Developmental Biology, 2008 perspective and skill set that supports effective collaboration with regulatory representatives, stakeholders, and clients in both public and private sectors. Select Project Experience
Industrial General Permit Compliance and Stormwater Monitoring, Granite Construction, Northern California Coastal Region. Ms. Geisler provided stormwater monitoring training for Granite Construction staff working at quarries and asphalt plants, and coordinated associated sampling and reporting. Ms. Geisler assisted in the development of Stormwater Pollution Prevention Plans for Granite’s facilities.
Frog Pond Wetland Preserve Enhancement Study, Monterey, California. Ms. Geisler conducted water quality sampling, stream gaging, sediment transport sampling, elevation surveys, and erosion assessment to provide a snapshot of the current condition of the wetland preserve, and developed three potential restoration designs using hydraulic and hydrologic modeling, and Geographic Information Systems (ArcGIS).
Monterey Peninsula Water Management District (MPWMD) Monitoring and Mitigation Program, Monterey, California. Ms. Geisler provided technical support as a Field Biologist for MPWMD’s mitigation program for over four years. Field tasks included monitoring riparian vegetation, soil moisture, groundwater levels, and water quality.
Waterways Maintenance Plan (WMP), City of San Diego, California. Ms. Geisler provides technical support in the development of the Waterways Maintenance Plan for the City of San Diego’s flood control channel maintenance activities..
Industrial General Permit Stormwater Monitoring Support, Frog Environmental, Southern California Coastal Region. Ms. Geisler provides technical support and coordinates stormwater sampling efforts at industrial facilities in the southern California coastal region.
Master Storm Water Maintenance Program (MMP) Support, San Diego, California. Ms. Geisler provides technical support for compliance with the Master Stormwater Maintenance Program for the City of San Diego’s flood control channel maintenance activities. Specific tasks include review of Tijuana River Valley channel maintenance activities and preparation of Substantial Conformance Review documents to confirm compliance with project permits.
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Nicole Peacock, PE, PG, CHG Environmental Engineer/Geologist
Nicole Peacock is an environmental engineer and geologist with 17 Education years’ experience. Ms. Peacock performs numerous tasks dealing with University of California, Los Angeles hazardous waste investigation and remediation projects, including soil, BS, Civil and Environmental soil vapor, and groundwater investigation; Phase I and II Environmental Engineering/Geology Site Assessments (ESAs); and litigation support and cost allocation Certifications among potentially responsible parties (PRPs) for hazardous waste sites. Professional Civil Engineer, She also provides groundwater monitoring reporting and Comprehensive CA No. 68775 Environmental Response, Compensation, and Liability Act (CERCLA) and Professional Geologist, CA No. 8553 Resource Conservation and Recovery Act (RCRA) documentation; landfill Certified Hydrogeologist, CA No. 940 monitoring, and school site assessments, focusing on environmental compliance and community relations.
Select Project Experience
Potential Elementary School Site Phase I ESA, San Marcos Unified School District, San Diego County, California. Performed a Phase I ESA for the San Marcos Unified School District in November 2003. The undeveloped subject property was surrounded by residential and agricultural sites. Dudek observed potential asbestos-containing material on the site and recommended testing and proper off-site material disposal.
High School Site CEQA Consulting Services, Del Mar Union School District, Del Mar, California. Evaluated hazardous materials information, including potential methane production from fill soil at the proposed Elementary School No. 8. Coordinated the grid search to determine if any sites located within a quarter-mile of the proposed school site could be expected to produce hazardous emissions.
Undeveloped School Site Phase I ESA, Palm Springs Unified School District, Desert Hot Springs, California. Performed a Phase I ESA for the Palm Springs Unified School District in 2006. Research was conducted to identify oil and gas transmission pipelines that may have been on or near the undeveloped subject property. Based on the research conducted, Dudek recommended no further investigation for the subject property.
High School Sites Phase I ESAs and Preliminary Environmental Assessments (PEAs), Sweetwater Union High School District, Chula Vista, California. Performed Phase I ESAs for Chula Vista High School and Hilltop High School.. PEAs were required for both sites due to former underground storage tanks (USTs) nearby. Dudek negotiated with the Department of Toxic Substances Control (DTSC) to limit the PEA investigation area to the area of new construction on the school sites in order to meet tight construction deadlines. DTSC approved the PEAs.
Hazards Assessment and Environmental Services for Vallejo Marine Terminal Project, City of Vallejo, California. Performed a Hazards Assessment for a former industrial site in Vallejo. The assessment included evaluation of site contamination due to former chemical use and storage. Dudek also evaluated impacts from the proposed project, such as those associated with the dredging of potentially contaminated sediment and the excavation of potentially impacted soils.
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Christopher Barnobi, INCE Bd. Cert. Acoustical Engineer
Christopher Barnobi has 11 years’ experience in applied acoustics Education engineering, including analysis of sound generating sources, assessment Virginia Polytechnic Institute and of community noise levels, quantification of vibration levels from industrial State University sources, evaluation of structural noise attenuation (exterior to interior), and MS, Mechanical Engineering, 2010 design input for interior space acoustic performance. He has conducted North Carolina State University sound level measurements and modelling for transportation noise sources BS, Mechanical Engineering, 2008 including highways, railways, and airports as part of community noise level Certifications characterization efforts, and for identification of potential transportation Institute of Noise Control noise impacts on noise-sensitive land uses. Mr. Barnobi has also served as Engineering, Board Certified (INCE lecturer for the Council for Accreditation in Occupational Hearing Bd. Cert.) Conservation (CAOHC) courses. Professional Acoustical Engineer, OR, No. 88285PE Select Project Experience Professional Affiliations Acoustical Society of America Modular Student Housing, University of California (UC), Santa Cruz. INCE Completed a technical noise assessment for a modular student housing Society of Automotive Engineers development to be located near the East Remote Parking Lot and Lower East Field on the UC Santa Cruz campus. Long-term (24 hours) sound level measurements were conducted along with short-term measurements that focused on traffic noise. Mitigation measures to address potentially significant construction noise were provided to reduce the impacts.
ACE at Bridges Expansion, ACE Charter Schools, San Jose, California. A proposed expansion of the ACE Charter School was assessed for potential noise impacts to both on-site students and nearby residences. Recommended measures to address interior classroom noise levels (from exterior noise sources) were provided to help assure the levels meet the American National Standards Institute (ANSI) for classroom acoustics.
Tercero Dining Commons 2, UC Davis, California. A proposed dining commons on the UC Davis campus was analyzed for noise impacts from construction and operation. Noise measurements at the site were collected and documented to evaluate existing conditions. Noise levels from exterior mechanical equipment associated with the dining hall was assessed for potential impacts on residential land uses proximate to the project site. Construction noise was also examined using the FHWA’s RCNM.
Webster Hall Noise Assessment, UC Davis, California. Conducted ambient noise measurements and a noise analysis for a residential building replacement near the UC Davis campus. The measurement results, analysis, and a comparison with the local regulations were summarized in a technical memorandum to support a tiered negative declaration for the project.
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Jonathan Leech, AICP, PG Senior Environmental Specialist/Acoustician
Jonathan Leech is an acoustician with 32 years’ environmental Education planning experience, including environmental research, impact University of California, Santa assessment, field research, and land use analysis. Mr. Leech has more Barbara than a decade of focused experience in noise assessments, including BA, Environmental Studies/ exterior and interior noise exposure studies for single-family homes, as Geology, 1984 well as large-scale evaluations of proposed sub-divisions and specific Pennsylvania State University Coursework in Graduate Acoustics plan projects, for inclusion in environmental impact reports (EIRs) or Program, 2012 negative declarations (NDs). Mr. Leech has also performed noise Certifications evaluation of commercial and industrial sources, and provided noise AICP monitoring during construction for compliance with project conditions and noise ordinance restrictions. Professional Geologist, CA, 2011 Professional Affiliations Select Project Experience American Planning Association Association of Environmental Proposed Outdoor Sports Court, Santa Barbara Middle School, Santa Professionals Barbara, California. Prepared an environmental noise study addressing Institute of Noise Control siting recommendations and noise-control techniques for a proposed Engineers new outdoor sports court. Sound level measurements were taken and a sound wall was prescribed to attenuate noise levels at neighboring residential properties.
Isla Vista Elementary School Mitigated Negative Declaration/Initial Study (MND/IS), Goleta Union School District, Goleta, California. Served as CEQA coordinator for the redevelopment of the Isla Vista Elementary School. Prepared the IS and MND documents, noticing of the project, and acting as environmental hearing officer.
Dos Pueblos High School Master Improvement Plan MND/IS, Santa Barbara School and High School District, Santa Barbara, California. Served as CEQA coordinator for the environmental review of the comprehensive master improvement plan for Dos Pueblos High School that included stadium completion, a new performing arts center, and the replacement of the swimming pool. Prepared the IS and MND documents, noticing of the project, and management of technical subcontractors.
Santa Barbara Community Academy Elementary School, Santa Barbara School and High School District, Santa Barbara, California. Served as CEQA coordinator for the phased expansion/completion of the Academy Elementary School. The project involved relocation of the district administration function from the site and conversion of that structure for additional classroom space. The District maintenance facility would have been relocated in Phase 4 of the project to accommodate development of an auditorium. As a result of the preliminary environmental evaluation, the District modified the proposal to relocate the Community Academy to unused space at the La Cumbre Junior High School Campus. Dudek prepared the IS/MND and administered the CEQA process to address the modified proposal. The School Board authorized the academy’s relocation in 2009.
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Dennis Pascua Senior Transportation Planner, Transportation Services Manager
Dennis Pascua is a senior transportation planner with 25 years’ experience Education in transportation planning/engineering in Southern California. Mr. Pascua University of California, Irvine has successfully managed a variety of projects for local agencies and private BA, Social Ecology (Environmental developers, including traffic and circulation impact analyses and parking Analysis and Design) demand studies in both highly urbanized and rural areas. He is highly Professional Affiliations experienced with California Environmental Quality Act/National American Planning Association Environmental Policy Act and transportation topics and policies surrounding Association of Environmental active transportation, context sensitive solutions, and complete streets Professionals throughout California. Mr. Pascua also offers an international perspective, Institute of Transportation having managed transportation planning projects in the Philippines, Japan, Engineers and the United Arab Emirates. Orange County Traffic Engineering Council Select Project Experience
Gen-Tie Routes for Edwards Air Force Base Solar Enhanced Use Lease Project, Kern County, California. Managed the in-house Transportation team that prepared a traffic impact analysis (TIA) that identified potential construction-related traffic impacts associated with the proposed 230-kilovolt gen-tie route options that would connect the Edwards Air Force Base (EAFB) solar generation site with the existing Westwind Substation in the first phase of the project, and to the Southern California Edison Windhub Substation in subsequent phases.
Sanborn Solar and Gen-Tie Route Project, Kern County, California. Managed the in-house Transportation team that prepared a TIA that identified potential construction-related traffic impacts associated with a proposed photovoltaic solar facility and associated infrastructure (gen-tie) necessary to generate up to a combined 300 megawatts of renewable electrical energy. The project impacts were evaluated under CEQA and NEPA.
LADWP On-Call Environmental Services, Los Angeles, California. Managed Traffic Impact Analysis (TIAs) for projects prepared under an on-call contract with the City of Los Angeles Department of Water and Power (LADWP), the nation’s largest municipal utility.
LACSD On-Call Environmental Services, Los Angeles County, California. As part of an on-call contract with the Los Angeles County Sanitation Districts (LACSD), Mr. Pascua managed the TIA for the Stormwater Capture System at Puente Hills Material Recovery Facility in County Sanitation District No. 2 to meet the Industrial General Permit’s industrial stormwater requirements.
Marsh Park Access Evaluation and Recommendations, Mountains Recreation and Conservation Authority, Los Angeles, California. Conducted an evaluation of the existing access conditions at the driveways in Marsh Park in the City of Los Angeles. Provided recommendations to improve safety for park users including placement of stop signs, reflective markers for park gates, and signage to alert drivers to the presence of pedestrians.
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Sabita Tewani Transportation Planner
Sabita Tewani is a transportation planner with 8 years’ experience in Education traffic impact assessments and transportation analysis for due diligence Newcastle University planning. Ms. Tewani is experienced in all phases of traffic impact study MSc, Transportation Engineering analysis, including data collection, trip generation calculations, level of and Operations, 2004 service analysis for freeway and roadway segments as well as School of Planning and intersections, signal warrant analysis, all-way stop-control warrant Architecture analysis, shared parking calculations, and evaluation of internal Masters in Planning (Transportation specialization), 2002 circulation and access. Ms. Tewani has utilized Synchro, Traffix, Highway Capacity Software (HCS), and the Intersecting Lane Vehicle (ILV) Professional Affiliations methodology for traffic data analysis. American Planning Association Association of Environmental Select Project Experience Professionals Institute of Transportation Country Montessori School, City of Poway, California. Prepared the traffic Engineers impact study for a proposed 10,000 square foot expansion of the
Country Montessori School located off Monte Vista Road in the City of Poway. (2004–2005)
Trip Generation and Parking Requirement for Bonita Vista High School Track and Field Improvement Project, City of Chula Vista, California. Prepared a Technical Memorandum to estimate trip generation and parking requirements for the proposed increase in stadium seating capacity at Bonita Vista High School (BVHS). The trip generation analysis included a comparison of published rates for similar sports facilities and traffic impact analyses available for similar high school athletic facilities. Parking requirement analysis included a parking supply estimate and a parking demand estimate utilizing existing BVHS football games ticket sales.
Venture Christian High School, City of El Cajon, California. Prepared the trip generation and traffic impact study for a high school relocation and expansion from a commercial area to a residential district. The initial traffic study for the project received many objections from the residents who raised concerns regarding the traffic generated by the school site and the nuisance due to the increased traffic. Prepared the traffic study for the project to provide a detailed analysis of existing and the proposed traffic conditions including trip generation, increases in traffic on residential streets, proximity to an existing elementary school, pedestrian and vehicular safety, potential overflow of school traffic onto the residential street, and adequacy of on-site parking.
Focused Traffic Analysis for the Bellevue Ranch 7, City of Santa Rosa, California. Prepared a Focused Traffic Analysis for development of 30 single-family homes on a 5.75-acre project site in the City of Santa Rosa.
LADWP On-Call Environmental Services, Los Angeles, California. Prepared TIAs or Technical Memorandums for projects under an on-call contract with the City of Los Angeles Department of Water and Power (LADWP), the nation’s largest municipal utility.
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Kara Laurenson-Wright Analyst
Kara Laurenson-Wright is an analyst with experience in the analysis of Education environmental impacts and writing environmental documents. Ms. Boston University Laurenson-Wright assisted with research, document preparation, and BA, Environmental Analysis and impact analysis for projects subject to compliance with the California Policy, 2015 Environmental Quality Act (CEQA) and the National Environmental Policy Act (NEPA). She has worked with clients in both public and private sectors on a variety of projects and has experience with writing environmental impact reports (EIRs), mitigated negative declarations (MNDs), and mitigation and monitoring reports (MMRPs). In addition to her CEQA experience, Ms. Laurenson-Wright brings knowledge of alternative energy, as well as competency in geographic information systems (GIS). Select Project Experience
El Camino High School Athletic Field, Siegfried Engineering, South San Francisco, California. Currently serving as an assistant planner in the preparation of an IS/MND for the redevelopment of the high school athletic field, including the addition of flood lights. Key issues include noise and air quality.
701 Third Street CEQA Review, Four One Five LLC, San Francisco, California. Served as an assistant planner in the preparation of a Community Plan Exemption (CPE) for a project in San Francisco’s South of Market District. The project will demolish a McDonald’s and build a new 11-story hotel. The project qualified for a CPE because it does not include any impacts that were not previously evaluated in the Eastern Neighborhoods Area Plan EIR. The CPE examines 17 issue areas and was recently approved.
1530 5th Avenue CEQA Review, Westlake Urban LLC, San Francisco, California. Currently serving as an assistant planner in the preparation of an EIR for a residential development on the edge of Mount Sutro in San Francisco. The project will demolish 11 existing buildings and construct 6 new buildings in their place. Key issues include biological resources, transportation and traffic, and air quality.
Vallejo Marine Terminal/Orcem Plant, Vallejo Marine Terminal LLC and Orcem California Inc., Vallejo, California. Currently serving as an assistant planner for a project analyzing the construction of a modern deep-water terminal and the construction and operation of an industrial facility for the production of a high performance, less-polluting alternative for the traditional Portland cement material used in most California construction projects. An EIR is being prepared.
Meridian West Campus-Lower Plateau Project, March Joint Powers Authority, Riverside, California. Served as assistant planner in the preparation of an EIR analyzing the impact of 1,845,000 square feet of Industrial/Warehouse development, 362,000 square feet of Industrial/Business park development and 66,000 square feet of mixed use and retail development. The project requires a General Plan amendment.
Oakmont Senior Living Facility, Novato, California. Served as an assistant planner in the preparation of an IS/MND for a 72,000-square-foot residential care facility. Primary issues included traffic and circulation, air quality and GHGs, management of on-site historic trees and consistency with land use and local zoning.
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Appendix B Registrations and Certifications
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Item 11.3 Attachment A Page 92 of 126 ATTACHMENT B
Professional Registrations Firm Registration Numbers, Licenses, Affiliations Tax and License Numbers CALIFORNIA CORPORATION: C1210012
DIR REGISTRATION: 1000007200 (EXP. JUNE 30, 2018)
DUN AND BRADSTREET (DUNS): 02-487-1675
FEDERAL TAX ID (EIN) 95-3873865
SAN DIEGO BUSINESS TAX CERTIFICATE (SDBTC): B-1992004757 (EXP. 2/28/2019)
US GREEN BUILDING COUNCIL MEMBER ID: 821805317122316
California Business Licenses Firm Licenses Location License Number American Canyon 4020 Anaheim BUS2005-02180 Antioch 3011146 Auburn 22525 Barstow 13510 Berkeley BL-004825 Big Bear Lake 26355 Burbank BT - 1007510 Calexico 160867 Camarillo 29750 Carlsbad 1205564 Carpinteria 20170472 Carson 62160A Cathedral City 3414 Chino 33154 Chino Hills 17 00019759 Coachella B-990096 Compton 15004888
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Firm Licenses Location License Number Corona 629106 Costa Mesa BL028338 Culver City 68282 Del Mar BL-11219 Desert Hot Springs 3199 Dublin BL-110463 El Cajon 14176 El Centro 1785 El Dorado County 2014-054959 Encinitas 20079 Escondido 162107 Fairfield 14000788 Fontana 30365 Fountain Valley 3921 Fullerton 554154 Garden Grove 244442 Goleta 10940 Grass Valley 14759 Guadalupe 990537 Hemet 40177 Hercules 10-00004753 Huntington Beach A262143 Imperial 9624 Imperial County 16 Indio 16-00019631 Irvine 601251 La Mesa 10250 La Quinta 3130 Laguna Beach 242197 Lake Elsinore 13599 Lompoc 3159 Long Beach BU21513930 Los Angeles 444921-92 Martinez 3452
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Firm Licenses Location License Number Menifee 36555 Modesto 158016 Monterey 1006864 Morro Bay 101013 Murietta 12644 National City 20863 Newport Beach BT00018994 Novato 18172 Oceanside BL-110118 Ontario BL00065925 Orange I-118704-L Oxnard 09-00065903 Palm Desert 16-00016762 Palm Springs 4297 Palmdale 30820 Pasadena 11475044 Perris 26570 Pinole 10-05252 Placentia 922464119 Pomona D02640 Poway BC-014629 Rancho Mirage 4637 Rancho Palos Verde 858 Redlands 281100 Redwood City 39135 Riverside BL00129559 Riverside County 22701 Sacramento 154491 San Bernardino 917416 San Clemente 304711 San Diego B1992004757 San Francisco 477675 San Jacinto 4167 San Juan Capistrano 70412
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Firm Licenses Location License Number San Luis Obispo 13562 San Marcos BL35365 Santa Ana 346198 Santa Barbara 9099 Santa Maria 28547 Santa Monica 164988 Santee 14802 Simi Valley 17875 01 Solana Beach 3533 Solvang 251 South Pasadena 32287 Stockton 17-00111274 Temecula 15910 Vallejo 17-0005183 Ventura LIC-11-15-12840 Victorville BSL09-00067 Vista BL-BL006686 Westminster 57205 Yucaipa 7386
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Staff Registration Numbers, Licenses, Affiliations Staff Registrations Name/Role Education/Certifications/Affiliations Katherine Waugh Education University of California, Davis Contract Manager BS, Environmental Policy Analysis and Planning, 1997 Certifications American Institute of Certified Planners (AICP) Professional Affiliations American Planning Association Association of Environmental Professionals Stephanie Strelow Education University of California Santa Cruz BA with Honors, Environmental Planning, 1979 Professional Affiliations Association of Environmental Professionals Darcey Rosenblatt Education University of Washington, Seattle MA, Marine Resource Management, Specialization in Coastal Infrastructure Development University of California, Berkeley BS, Conservation of Natural Resources Professional Affiliations The Coastal Society Trails, USA Women’s Environmental Network, Board of Directors Association of Environmental Professionals Christine Fukasawa Education University of California, Santa Barbara BA, Environmental Studies San Jose State University Graduate Coursework, Emergency/Transportation Management Professional Affiliations Association of Environmental Professionals Women in Transportation Seminar Catherine Wade, PhD Education University of California, Santa Cruz CEQA Task Leader, Public Services and Utilities, PhD, Environmental Studies, 2015 Aesthetics/Land Use MA, Environmental Studies, 2012 University of Maryland, College Park BS, Environmental Science and Policy – Biodiversity and Conservation Biology, 2006 Certifications 38-hour Army Corps of Engineers Wetland Delineation Training Program, 2007 Professional Affiliations Association of Environmental Professionals, Monterey Bay- Silicon Valley Chapter
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Staff Registrations Name/Role Education/Certifications/Affiliations Josh Saunders Education Aesthetics/Land Use New School of Architecture + Design MS, Architecture, Concentration in Landscape Architecture University of California, San Diego BA, Urban Studies and Planning Certifications AICP Professional Affiliations American Planning Association Association of Environmental Professionals Matt Morales Education Air Quality/ GHG/Energy University of California, Davis BS, Environmental Toxicology Ian McIntire Education Air Quality/ California State University, Sacramento GHG/Energy BS, Environmental Studies Sean O’Brien Education Biological Resources California Polytechnic State University, San Luis Obispo BS, Ecology and Systematic Biology, 1993 Professional Affiliations Association of State Wetland Managers Society of Wetland Scientists Association of Environmental Professionals California Native Plant Society Laura Burris Education Biological Resources Humboldt State University BS, Biology, 2007 Certifications International Society of Arboriculture Certified Arborist CDFW, Voucher Plant Collector’s Permit CFWS, Scientific Collecting Permit 40-Hour Wetland Delineation Training, Wetlands Training Institute 2014 Professional Affiliations International Society of Arboriculture California Native Plant Society The Wildlife Society Botanical Society of America Lisa Achter Education Biological Resources Humboldt State University BS, Wildlife Management and Conservation Sierra College AA, Liberal Arts Certifications USFWS, GGS Recovery Permit No. TE05665B-0 CDFW, GGS MOU and SCP No. SC-12693 Professional Affiliations The Wildlife Society
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Staff Registrations Name/Role Education/Certifications/Affiliations Ryan Brady Education Cultural Resources California State University, Sacramento MA, Anthropology Universitat Autónoma de Barcelona Visiting Researcher University of California, Davis BA, Anthropology, Spanish minor License Register of Professional Archaeologists, No.16181 Professional Affiliations Society for American Archaeology Society for California Archaeology Sarah Brewer Education Cultural Resources Humboldt State University MA, Applied Anthropology, In Progress Sonoma State University BA, Cultural Anthropology (Archaeology emphasis), 1999 Cabrillo College AA, Liberal Studies, 1997 Certifications 40-Hour OSHA HAZWOPER Professional Affiliations Society for California Archaeology Samantha Murray Education Cultural Resources California State University, Los Angeles MA, Anthropology, 2013 California State University, Northridge BA, Anthropology, 2003 Professional Affiliations California Preservation Foundation Society of Architectural Historians National Trust for Historic Preservation Registered Professional Archaeologist Fallin Steffen Education Cultural Resources Tulane University MPS, Preservation Studies, 2015 University of California, Santa Cruz BA, History of Art and Visual Culture, 2010 Professional Affiliations National Trust for Historic Preservation Perry Russell Education Geology/Soils and Hydrology/ California State University, Northridge Water Quality MS, Geological Resources, 1988 University of California, Santa Barbara Hazardous Materials and ESAs BA, Geological Sciences, 1984 Certifications Professional Geologist (PG), CA No. 5777 Certified Engineering Geologist (CEG), CA No. 1837
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Staff Registrations Name/Role Education/Certifications/Affiliations Elizabeth Geisler Education Geology/Soils and Hydrology/Water Quality California State University, Monterey Bay MS, Coastal and Watershed Science and Policy, 2014 University of California, Santa Cruz BS, Molecular, Cell, and Developmental Biology, 2008 Nicole Peacock Education Hazardous Materials and ESAs University of California, Los Angeles BS, Civil and Environmental Engineering/Geology Certifications Professional Civil Engineer, CA No. 68775 Professional Geologist, CA No. 8553 Certified Hydrogeologist, CA No. 940 Christopher Barnobi Education Noise and Vibration Virginia Polytechnic Institute and State University MS, Mechanical Engineering, 2010 North Carolina State University BS, Mechanical Engineering, 2008 Certifications Institute of Noise Control Engineering, Board Certified (INCE Bd. Cert.) Professional Acoustical Engineer, OR, No. 88285PE Professional Affiliations Acoustical Society of America INCE Society of Automotive Engineers Jonathan Leech Education Noise and Vibration University of California, Santa Barbara BA, Environmental Studies/ Geology, 1984 Pennsylvania State University Coursework in Graduate Acoustics Program, 2012 Certifications AICP Professional Geologist, CA, 2011 Professional Affiliations American Planning Association Association of Environmental Professionals Institute of Noise Control Engineers Dennis Pascua Education Transportation University of California, Irvine BA, Social Ecology (Environmental Analysis and Design) Professional Affiliations American Planning Association Association of Environmental Professionals Institute of Transportation Engineers Orange County Traffic Engineering Council
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Staff Registrations Name/Role Education/Certifications/Affiliations Sabita Tewani Education Transportation Newcastle University MSc, Transportation Engineering and Operations, 2004 School of Planning and Architecture Masters in Planning (Transportation specialization), 2002 Professional Affiliations American Planning Association Association of Environmental Professionals Institute of Transportation Engineers Kara Laurenson-Wright Education Public Services and Utilities Boston University BA, Environmental Analysis and Policy, 2015
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Attachments
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Insurance Statement of Understanding: A through D:
Dudek is able to meet the insurance requirements in the sample District Standard Professional Services Agreement (PSA) if a contract is awarded to it. E. Deductibles:
Commercial General Liability: None
Business Automobile Liability: None
Professional Liability: $250,000
Workers’ Compensation: None
Employer’s Liability: None F. Number of Years with the Insurance Carrier(s):
Commercial General Liability: 2
Business Automobile Liability: 2
Professional Liability: 2
Workers’ Compensation: 2
Employer’s Liability: 2 G. Claims Made in the Last 5 Years on any Policy:
For the commercial general liability, employer’s liability and professional liability lines, there have not been any claims paid by insurers.
For business automobile, we have experienced customary claims with most paying out under $10,000. We have had six claims pay out between $11,000 and $34,000.
For workers compensation insurance, we have experienced customary claims with most paying out below $2,000. We have had seven claims pay out between $5,000 and $77,000.
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If the District requires more detailed information, Dudek will provide it upon request.
The RFQ, but not the PSA, requires all insurance policies be provided by California admitted insurers. Dudek’s professional liability insurance is provided by Steadfast, an insurer authorized to do business in California with an A+ rating. An admitted insurer gives the City access to a fund should the insurer fail. Of course, it is better to not have an insurer fail since the fund does not guarantee 100 % coverage. Given the stability of Dudek’s professional liability insurer, Dudek believes Steadfast is as good or better for the City than the majority of admitted carriers meeting the City’s financial requirements.
The RFQ, but not the PSA, requires Business Automobile Liability Insurance aggregate limits of $2,000,000 and specifically prohibits achieving the coverage with an Umbrella Policy. Dudek’s Business Automobile Liability Insurance is $1,000,000 combined single limit but Dudek has an Umbrella Policy that follows form with the Business Automobile Liability with $10,000,000, limits which provides the District with $9,000,000 more Business Automobile Liability Insurance coverage than requested. Granted the Umbrella Policy sits excess both Commercial General Liability and Business Automobile Liability Insurance but since Dudek meets the Commercial General Liability Insurance requirements without the Umbrella, the District is getting enhanced coverage.
The RFQ, but not the PSA, requires all policies be occurrence basis and name the District as additional insured. Most if not all Professional Liability policies are claims made. Dudek’s Professional Liability Insurance is claims made. Few, if any, Professional Liability policies allow naming a client as additional insured because they contain an insured verses insured clause which disallows any claims from an additional named insured against the policy holder. Since the District is not a professional, it is inappropriate to undermine the coverage by naming the District as an additional insured for the Professional Liability Policy.
Page 2 Item 11.3 Attachment A Page 106 of 126 ATTACHMENTDATE B (MM/DD/YYYY) CERTIFICATE OF LIABILITY INSURANCE 8/26/2018 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER CONTACT NAME: Allison Barga Licesnse #0K93926 Hall & Company PHONE FAX (A/C, No, Ext): 360-626-2007 (A/C, No): 360-626-2007 A/E Insurance Services E-MAIL 19660 10th Ave NE ADDRESS: [email protected] Poulsbo WA 98370 INSURER(S) AFFORDING COVERAGE NAIC #
INSURER A : Zurich American Insurance Company 16535 25 INSURED INSURER B : Steadfast Insurance Company 26387 Dudek 605 3rd Street INSURER C : Encinitas CA 92024 INSURER D : INSURER E :
INSURER F : COVERAGES CERTIFICATE NUMBER: 2065324776 REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR ADDL SUBR POLICY EFF POLICY EXP LTR TYPE OF INSURANCE INSD WVD POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY) LIMITS A X COMMERCIAL GENERAL LIABILITY GLO014631102 8/28/2018 8/28/2019 EACH OCCURRENCE $ 1,000,000 DAMAGE TO RENTED CLAIMS-MADEX OCCUR PREMISES (Ea occurrence) $ 100,000 X OCP/XCU/BFPD MED EXP (Any one person) $ 10,000
X Cross Liability PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 2,000,000 PRO- POLICY X JECT LOC PRODUCTS - COMP/OP AGG $ OTHER: $ A AUTOMOBILE LIABILITY BAP014632902 8/28/2018 8/28/2019 COMBINED SINGLE LIMIT (Ea accident) $ X ANY AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED BODILY INJURY (Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ X AUTOS ONLY AUTOS ONLY (Per accident) $
A X UMBRELLA LIAB OCCUR AUC014640702 8/28/2018 8/28/2019 EACH OCCURRENCE $ EXCESS LIAB CLAIMS-MADE AGGREGATE $
DEDX RETENTION $ 0 $ A WORKERS COMPENSATION WC014633002 8/28/2018 8/28/2019 PER OTH- X STATUTE ER AND EMPLOYERS' LIABILITY Y / N ANYPROPRIETOR/PARTNER/EXECUTIVE E.L. EACH ACCIDENT $ OFFICER/MEMBER EXCLUDED? N N / A (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ B Professional Liab Claims Made PEC014631402 8/28/2018 8/28/2019 $1,000,000 Per Claim Contractors Pollution Liab: Occur $1,000,000 Aggregate
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Re: Various Locations Burtech Pipeline, Inc is an Additional Insured on the Commercial General Liability and Auto Liability when required by written contract or agreement regarding activities by or on behalf of the Named Insured. The insurance is primary insurance and any other insurance maintained by the Additional Insured shall be excess only and non-contributing with this insurance. A waiver of subrogation applies to the Commercial General Liability, Auto Liability, Umbrella / Excess Liability and Workers Compensation / Employers Liability in favor of the Additional Insured.
CERTIFICATE HOLDER CANCELLATION
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. Burtech Pipeline, Inc 102 Second Street Encinitas CA 92024 AUTHORIZED REPRESENTATIVE
© 1988-2015 ACORD CORPORATION. All rights reserved. ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD Item 11.3 Attachment A Page 107 of 126 ATTACHMENT B
GLO014631102 08/28/2018 08/28/2019 08/28/2018 N/A
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N/A N/A N/A BAP014632902 08/28/2018 08/28/2019 08/28/2018
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GLO014631102 08/28/2018 08/28/2019 08/28/2018
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POLICY NUMBER: GLO014631102 COMMERCIAL GENERAL LIABILITY CG 20 10 07 04
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED – OWNERS, LESSEES OR CONTRACTORS – SCHEDULED PERSON OR ORGANIZATION
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name Of Additional Insured Person(s) Or Organization(s): Location(s) Of Covered Operations Burtech Pipeline, Inc Various Locations
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
A. Section II – Who Is An Insured is amended to B. With respect to the insurance afforded to these include as an additional insured the person(s) or additional insureds, the following additional exclu- organization(s) shown in the Schedule, but only sions apply: with respect to liability for "bodily injury", "property This insurance does not apply to "bodily injury" or damage" or "personal and advertising injury" "property damage" occurring after: caused, in whole or in part, by: 1. All work, including materials, parts or equip- 1. Your acts or omissions; or ment furnished in connection with such work, 2. The acts or omissions of those acting on your on the project (other than service, maintenance behalf; or repairs) to be performed by or on behalf of in the performance of your ongoing operations for the additional insured(s) at the location of the the additional insured(s) at the location(s) desig- covered operations has been completed; or nated above. 2. That portion of "your work" out of which the injury or damage arises has been put to its in- tended use by any person or organization other than another contractor or subcontractor en- gaged in performing operations for a principal as a part of the same project.
CG 20 10 07 04 © ISO Properties, Inc., 2004 Item 11.3 AttachmentPage A1 of 1 Page 119 of 126 ATTACHMENT B
POLICY NUMBER: GLO014631102 COMMERCIAL GENERAL LIABILITY CG 20 37 07 04
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY. ADDITIONAL INSURED – OWNERS, LESSEES OR CONTRACTORS – COMPLETED OPERATIONS
This endorsement modifies insurance provided under the following:
COMMERCIAL GENERAL LIABILITY COVERAGE PART
SCHEDULE
Name Of Additional Insured Person(s) Or Organization(s): Location And Description Of Completed Operations Burtech Pipeline, Inc Various Locations
Information required to complete this Schedule, if not shown above, will be shown in the Declarations.
Section II – Who Is An Insured is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for "bodily injury" or "property dam- age" caused, in whole or in part, by "your work" at the location designated and described in the sched- ule of this endorsement performed for that additional insured and included in the "products-completed operations hazard".
CG 20 37 07 04 © ISO Properties, Inc., 2004 Item 11.3 AttachmentPage 1A of 1 Page 120 of 126 ATTACHMENT B
ATTACHMENT B
DRUG-FREE WORKPLACE CERTIFICATION
PROJECT/CONTRACT NO.: RFQ # 2018-19.04 between the Pleasanton Unified School District (“District”) and Dudek (“Contractor” or “Bidder”) (“Contract” or “Project”).
This Drug-Free Workplace Certification form is required from the successful Bidder pursuant to Government Code section 8350 et seq., the Drug-Free Workplace Act of 1990. The Drug-Free Workplace Act of 1990 requires that every person or organization awarded a contract or grant for the procurement of any property or service from any state agency must certify that it will provide a drug-free workplace by doing certain specified acts. In addition, the Act provides that each contract or grant awarded by a state agency may be subject to suspension of payments or termination of the contract or grant, and the contractor or grantee may be subject to debarment from future contracting, if the contracting agency determines that specified acts have occurred.
The District is not a “state agency” as defined in the applicable section(s) of the Government Code, but the District is a local agency and public school district under California law and requires all contractors on District projects to comply with the provisions and requirements of the Drug- Free Workplace Act of 1990.
Contractor shall certify that it will provide a drug-free workplace by doing all of the following:
a. Publishing a statement notifying employees that the unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance is prohibited in the person’s or organization’s workplace and specifying actions which will be taken against employees for violations of the prohibition.
b. Establishing a drug-free awareness program to inform employees about all of the following:
(1) The dangers of drug abuse in the workplace.
(2) The person’s or organization’s policy of maintaining a drug-free workplace.
(3) The availability of drug counseling, rehabilitation, and employee-assistance programs.
(4) The penalties that may be imposed upon employees for drug abuse violations.
c. Requiring that each employee engaged in the performance of the contract or grant be given a copy of the statement required above, and that, as a condition of employment on the contract or grant, the employee agrees to abide by the terms of the statement.
PLEASANTON UNIFIED SCHOOL DISTRICT DRUG-FREE WORKPLACE CERTIFICATION
Item 11.3 Attachment A Page 121 of 126 ATTACHMENT B
I, the undersigned, agree to fulfill the terms and requirements of Government Code section 8355 listed above and will publish a statement notifying employees concerning (a) the prohibition of controlled substance at the workplace, (b) establishing a drug-free awareness program, and (c) requiring that each employee engaged in the performance of the Contract be given a copy of the statement required by section 8355(a), and requiring that the employee agree to abide by the terms of that statement.
I also understand that if the District determines that I have either (a) made a false certification herein, or (b) violated this certification by failing to carry out the requirements of section 8355, that the Contract awarded herein is subject to termination, suspension of payments, or both. I further understand that, should I violate the terms of the Drug-Free Workplace Act of 1990, I may be subject to debarment in accordance with the requirements of the aforementioned Act.
I acknowledge that I am aware of the provisions of and hereby certify that I will adhere to the requirements of the Drug-Free Workplace Act of 1990.
Date: November 29, 2018
Legal Name of Contractor: Dudek
Signature:
Print Name: Joe Monaco
Title: President
END OF DOCUMENT
PLEASANTON UNIFIED SCHOOL DISTRICT DRUG-FREE WORKPLACE CERTIFICATION
Item 11.3 Attachment A Page 122 of 126 ATTACHMENT B
ATTACHMENT C
NON-COLLUSION AFFIDAVIT (Public Contract Code Section 7106)
The undersigned declares:
I am the ___President______of ______Dudek ______, the party making the foregoing bid. [Title] [Name of Firm] The bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The bid is genuine and not collusive or sham. The bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid. The bidder has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or to refrain from bidding. The bidder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the bidder or any other bidder, or to fix any overhead, profit, or cost element of the bid price, or of that of any other bidder. All statements contained in the bid are true. The bidder has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof, to effectuate a collusive or sham bid, and has not paid, and will not pay, any person or entity for such purpose.
Any person executing this declaration on behalf of a bidder that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the bidder.
I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on _Novembe______29,__ 2018_____, [Date] at ______Encinitas ____, ___CA__. [City] [State]
Date: November 29, 2018
Legal Name of Bidder: Dudek
Signature:
Print Name: Joe Monaco
Title: President
END OF DOCUMENT
PLEASANTON UNIFIED SCHOOL DISTRICT NON-COLLUSION AFFIDAVIT
Item 11.3 Attachment A Page 123 of 126 ATTACHMENT B
ATTACHMENT D
TOBACCO-FREE ENVIRONMENT CERTIFICATION
PROJECT/CONTRACT NO.: RFQ # 2018-19.04 between the Pleasanton Unified School District (“District”) and Dudek (“Contractor” or “Bidder”) (“Contract” or “Project”).
This Tobacco-Free Environment Certification form is required from the successful Bidder.
Pursuant to, without limitation, 20 U.S.C section 6083, Labor Code section 6400 et seq., Health & Safety Code section 104350 et seq., and District Board policies, all District sites, including the Project site, are tobacco-free environments. Smoking and the use of tobacco products by all persons is prohibited on or in District property. District property includes school buildings, school grounds, school-owned vehicles and vehicles owned by others while on District property.
I acknowledge that I am aware of the District’s policy regarding tobacco-free environments at District sites, including the Project site and hereby certify that I will adhere to the requirements of that policy and not permit any of my firm’s employees, agents, subcontractors, or my firm’s subcontractors’ employees or agents, to use tobacco and/or smoke on the Project site.
Date: November 29, 2018
Legal Name of Contractor: Dudek
Signature:
Print Name: Joe Monaco
Title: President
END OF DOCUMENT
PLEASANTON UNIFIED SCHOOL DISTRICT TOBACCO-FREE ENVIRONMENT CERTIFICATION
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Item 11.3 Attachment A Page 125 of 126 ATTACHMENT B
800.450.1818 | DUDEK.COM | [email protected]
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