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Home My WebLink AboutAgenda - Agenda Packets - Regular Meeting 2/19/2013REQUEST TO SPEAK CITY COUNCIL AGENDA ITEM#:. 0 SUBJECT: rJh<A DATE: 2.--f�..I? IN FAVOR: ❑ NEUTRAL: ❑ IN OPPOSITION: ❑ Name: d?IAA/ WAIY — /44— AR14<+ Representing: oLJJEs,iS AI? 11JV(1 ,1 EfiT Pf?O,POWEf C-G7 Address: 322 AMA/ f City: 1/ '/ i / e4 Telephone No: -2%4t-76-700 cf.' 4- ---`� Individual speakers wishing to address an agenda item are requested to complete this card. Although you are not required to complete this card, the information will assist the City in addressing the issue(s) you raise. Individual speakers are limited to three minutes for their presentation. Organized presentations with more than one speaker are limited to 15 minutes, at the discretion of the Mayor and Council. When speaking, be brief, stay on the subject. The Mayor will call you to speak at the appropriate time. Please make your presentation from the microphone. HAND SPEAKER SLIPS TO THE CITY CLERK PRIOR TO THE START OF THE MEETING. REQUEST TO SPEAK CITY COUNCIL AGENDA ITEM#: ,,2. () SUBJECT. DATE: e.) I IN FAVOR: ❑ NEUTRAL: ❑ IN OPPOSITION: ❑ Name: ,/ f Representing: Address: rr-- til(. / l2 City: x; tkJ 1 u-%rtb Telephone No: 0,$) .. , (Zk_R 5 e Individual speakers wishing to address an agenda item are requested to complete this card. Although you are not required to complete this card, the information will assist the City in addressing the issue(s) you raise. Individual speakers are limited to three minutes for their presentation. Organized presentations with more than one speaker are limited to 15 minutes, at the discretion of the Mayor and Council. When speaking, be brief, stay on the subject. The Mayor will call you to speak at the appropriate time. Please make your presentation from the microphone. HAND SPEAKER SLIPS TO THE CITY CLERK PRIOR TO THE START OF THE MEETING. REQUEST TO SPEAK CITY COUNCIL AGENDA ITEM#:,2.0 SUBJECT: DATE: g ' %' /3 IN FAVOR: .,12- NEUTRAL: ❑ Name: i n'( Representing: Pevt I' Address: Id / /t/. S77 Y E city:S c , c, wv-r, Aft/?IAWL/0_5 Telephone No: IN OPPOSITION: ❑ s2e Individual speakers wishing to address an agenda item are requested to complete this card. Although you are not required to complete this card, the information will assist the City in addressing the issue(s) you raise. Individual speakers are limited to three minutes for their presentation. Organized presentations with more than one speaker are limited to 15 minutes, at the discretion of the Mayor and Council. When speaking, be brief, stay on the subject. The Mayor will call you to speak at the appropriate time. Please make your presentation from the microphone. HAND SPEAKER SLIPS TO THE CITY CLERK PRIOR TO THE START OF THE MEETING. REQUEST TO P AK 0 CITY COUNCIL AGENDA ITEM#: SUBJECT: ADLL r CO al/Yl DATE: ,D-1 L IN FAVOR: ❑ NEUTRAL: ❑ Name: HIiDi.O,ir-I 1 ' 1 Al to [r Representing: Address: City: Telephone No: Individual speakers wishing to address an agenda item are requested to complete this card. Although you are not required to complete this card, the information will assist the City in addressing the issue(s) you raise. Individual speakers are limited to three minutes for their presentation. Organized presentations with more than one speaker are limited to 15 minutes, at the discretion of the Mayor and Council. When speaking, be brief, stay on the subject. The Mayor will call you to speak at the appropriate time. Please make your presentation from the microphone. IN OPPOSITION: ❑ HAND SPEAKER SLIPS TO THE CITY CLERK PRIOR TO THE START OF THE MEETING. REQUEST TO SPEAK CITY COUNCIL AGENDA ITEM#: ' ° SUBJECT: DATE: / 4 j 3 IN FA OR: ❑ n NEUTRAL: ❑ IN OPPOSITION: ❑ Name: Repr nting: Address: LEO b .5, ,4 Telephone No: 7. / e:J7 7474'� Individual spe ers wishing to address an agenda item are requested to complete this card. Although you are not required to complete this card, the information will assist the City in addressing the issue(s) you raise. Individual speakers are limited to three minutes for their presentation. Organized presentations with more than one speaker are limited to 15 minutes, at the discretion of the Mayor and Council. When speaking, be brief, stay on the subject. The Mayor will call you to speak at the appropriate time. Please make your presentation from the microphone. HAND SPEAKER SLIPS TO THE CITY CLERK PRIOR TO THE START OF THE MEETING. REQUEST TO SPEAK CITY COUNCIL AGENDA ITEM#SUBJECT: / /`ts�f� DATE: - O /. L., IN FAVOR: I 1-., NEUTRAL: ❑ IN OPPOSITION: ❑ Name: '._ r" /t t ; ''`:.,61-''\ Representing: Address: (i )' V'(WL Telephone No:�S (f .. ,7 Individual speakers wishing to address an agenda item are requested to complete this card. Although you are not required to complete this card, the information will assist the City in addressing the issue(s) you raise. Individual speakers are limited to three minutes for their presentation. Organized presentations with more than one speaker are limited to 15 minutes, at the discretion of the Mayor and Council. When speaking, be brief, stay on the subject. The Mayor will call you to speak at the appropriate time. Please make your presentation from the microphone. HAND SPEAKER SLIPS TO THE CITY CLERK PRIOR TO THE START OF THE MEETING. REQUEST TO SPEAK CITY COUNCIL AGENDA ITEM#: S A :7 SUBJECT: Coisttt -� roc �ce2JGLf i kiG DATE: r�?-7. )'I , �J �vr 2-�S tG� S I IN FAVOR: U NEUTRAL: ❑ IN OPPOSITION: Name: A L A Li 0-1 LL VM!) G—t Representing: 141 L- VLt I L- — G 00 tD iz n (9 / [ . Address: , 17 4-0-7 L -r ra.. t /C�! W b1 1 I City: l -17LJ4-r4UP E , Ci4- Telephone No: 9O 1- 7' 4" 269—1'6 Individual speakers wishing to address an agenda item are requested to complete this card. Although you are not required to complete this card, the information will assist the City in addressing the issue(s) you raise. Individual speakers are limited to three minutes for their presentation. Organized presentations with more than one speaker are limited to 15 minutes, at the discretion of the Mayor and Council. When speaking, be brief, stay on the subject. The Mayor will call you to speak at the appropriate time. Please make your presentation from the microphone. HAND SPEAKER SLIPS TO THE CITY CLERK PRIOR TO THE START OF THE MEETING. REQUEST TO SPEAK CITY COUNCIL AGENDA ITEM#: 1 SUBJECT: DATE: a (ct113 NEUTRAL: ❑ IN OPPOSITION: ❑ Name: �G ;lrti, f J) Fry e- Representing: e ( { IN FAVOR: X Address: \ -i (p (p rrt A Aa- City: Telephone No: q 51- r', `C - `f a 3 Individual speakers wishing to address an agenda item are requested to complete this card. Although you are not required to complete this card, the information will assist the City in addressing the issue(s) you raise. Individual speakers are limited to three minutes for their presentation. Organized presentations with more than one speaker are limited to 15 minutes, at the discretion of the Mayor and Council. When speaking, be brief, stay on the subject. The Mayor will call you to speak at the appropriate time. Please make your presentation from the microphone. HAND SPEAKER SLIPS TO THE CITY CLERK PRIOR TO THE START OF THE MEETING. REQUEST TO SPEAK s.I CITY COUNCIL AGENDA ITEM#: SUBJECT: C 1`� rp fi DATE: v2.11q12 �J3 /fl t$u�/ei j,l�nce r' eer IJJer-it, . 2.° �'��5 y Sip8�1 Cy' !/1)t5 IN FAVOR: ❑ NEUTRAL: ❑ IN OPPOSITION: Name: K Pei 4 Pti,v dd . Representing: Address: 17 2 6,4NcLc.. Pr t %,e City: la ri cT4c i n. te' Telephone No: 94 Z t 6 - 1144-19 Individual speakers wishing to address an agenda item are requested to complete this card. Although you are not required to complete this card, the information will assist the City in addressing the issue(s) you raise. Individual speakers are limited to three minutes for their presentation. Organized presentations with more than one speaker are limited to 15 minutes, at the discretion of the Mayor and Council. When speaking, be brief, stay on the subject. The Mayor will call you to speak at the appropriate time. Please make your presentation from the microphone. HAND SPEAKER SLIPS TO THE CITY CLERK PRIOR TO THE START OF THE MEETING. REQUEST TO SPEAK CITY COUNCIL AGENDA ITEM#: �' I SUBJECT: / / % DATE: 02 9 / / 3 IN FAVOR: ❑ NEUTRAL: ❑ IN OPPOSITION: ❑ Name: t jil Rep enting: 741YY--- Address: City; Telephone No:'5'7 ✓�3 ? 77'175 Individual beakers wishing to address an agenda item are requested to complete this card. Although you are not required to complete this card, the information will assist the City in addressing the issue(s) you raise. Individual speakers are limited to three minutes for their presentation. Organized presentations with more than one speaker are limited to 15 minutes, at the discretion of the Mayor and Council. When speaking, be brief, stay on the subject. The Mayor will call you to speak at the appropriate time. Please make your presentation from the microphone. HAND SPEAKER SLIPS TO THE CITY CLERK PRIOR TO THE START OF THE MEETING. REQUEST TO SPEAK CITY COUNCIL AGENDA ITEM#: 5l ( SUBJECT: DATE: a `Q 117) IN FAVOR: ` l �y Name: tk V`Yrr6., Representing: Se kf' (} Address: City: NEUTRAL: ❑ IN OPPOSITION: U Conry A Telephone No: L (o Individual speakers wishing to address an agenda item are requested to complete this card. Although you are not required to complete this card, the information will assist the City in addressing the issue(s) you raise. Individual speakers are limited to three minutes for their presentation. Organized presentations with more than one speaker are limited to 15 minutes, at the discretion of the Mayor and Council. When speaking, be brief, stay on the subject. The Mayor will call you to speak at the appropriate time. Please make your presentation from the microphone. HAND SPEAKER SLIPS TO THE CITY CLERK PRIOR TO THE START OF THE MEETING. REQUEST TO SPEAK CITY COUNCIL AGENDA ITEM#: , LI SUBJECT: (r) f» , c i s-roc4v.sli DATE: a tq (i3 IN FAVOR: ❑ Name: Ci c\c Representing: SIX Address: City: cohrIvic4,. NEUTRAL: ❑ IN OPPOSITION: Telephone No: Individual speakers wishing to address an agenda item are requested to complete this card. Although you are not required to complete this card, the information will assist the City in addressing the issue(s) you raise. Individual speakers are limited to three minutes for their presentation. Organized presentations with more than one speaker are limited to 15 minutes, at the discretion of the Mayor and Council. When speaking, be brief, stay on the subject. The Mayor will call you to speak at the appropriate time. Please make your presentation from the microphone. HAND SPEAKER SLIPS TO THE CITY CLERK PRIOR TO THE START OF THE MEETING. REQUEST TO SPEAK CITY COUNCIL AGENDA ITEM#: Skre SUBJECT: DATE: a- 61-- I IN FAVOR: NEUTRAL: ❑ IN OPPOSITION: U Name: kli✓'� Dt V , (v-ev1 Representing: / Address: , o� 6(.a f via ca `\/1-� !� 6,)(t. I,f'& City: �b (Ot f ti Telephone No: 1 Si —1-2 Individual speakers wishing to address an agenda item are requested to complete this card. Although you are not required to complete this card, the information will assist the City in addressing the issue(s) you raise. Individual speakers are limited to three minutes for their presentation. Organized presentations with more than one speaker are limited to 15 minutes, at the discretion of the Mayor and Council. When speaking, be brief, stay on the subject. The Mayor will call you to speak at the appropriate time. Please make your presentation from the microphone. HAND SPEAKER SLIPS TO THE CITY CLERK PRIOR TO THE START OF THE MEETING. REQUEST TO SPEAK CITY COUNCIL AGENDA ITEM#: (> SUBJECT: 54c1t''tly DATE: IN FAVOR: ❑ NEUTRAL:J/El IN IN OPPOSITION: Name: !a 1 ;.t ! /i ii Representing: Address: �i ;.- City:? ,/ t\ c r k Telephone No: Individual speakers wishing to address an agenda item are requested to complete this card. Although you are not required to complete this card, the information will assist the City in addressing the issue(s) you raise. Individual speakers are limited to three minutes for their presentation. Organized presentations with more than one speaker are limited to 15 minutes, at the discretion of the Mayor and Council. When speaking, be brief, stay on the subject. The Mayor will call you to speak at the appropriate time. Please make your presentation from the microphone. HAND SPEAKER SLIPS TO THE CITY CLERK PRIOR TO THE START OF THE MEETING. REQUEST TO SPEAK CITY COUNCIL AGENDA ITEM#: SUBJECT: JgiowynQ hbcxt 4C143 DATE: IN FAVOR: Name: r` ,'w Representing: Address: 1 7, City: NEUTRAL: ❑ IN OPPOSITION: ❑ arv' Telephone No: - l c L ` (o 5 y —i~ -13 Individual speakers wishing to address an agenda item are requested to complete this card. Although you are not required to complete this card, the information will assist the City in addressing the issue(s) you raise. Individual speakers are limited to three minutes for their presentation. Organized presentations with more than one speaker are limited to 15 minutes, at the discretion of the Mayor and Council. When speaking, be brief, stay on the subject The Mayor will call you to speak at the appropriate time. Please make your presentation from the microphone. HAND SPEAKER SLIPS TO THE CITY CLERK PRIOR TO THE START OF THE MEETING. REQUEST TO SPEAK CITY COUNCIL AGENDA ITEM#: SUBJECT: (r ivh DATE: IN FAVOR: ❑ NEUTRAL: ❑ IN OPPOSITION: ❑ Name: Representing: Address: City: Telephone No: Individual speakers wishing to address an agenda item are requested to complete this card. Although you are not required to complete this card, the information will assist the City in addressing the issue(s) you raise. Individual speakers are limited to three minutes for their presentation. Organized presentations with more than one speaker are limited to 15 minutes, at the discretion of the Mayor and Council. When speaking, be brief, stay on the subject. The Mayor will call you to speak at the appropriate time. Please make your presentation from the microphone. HAND SPEAKER SLIPS TO THE CITY CLERK PRIOR TO THE START OF THE MEETING. REQUEST TO SPEAK CITY COUNCIL AGENDA ITEM#: S. 10 SUBJECT: DATE: IN FAVOR: ❑ NEUTRAL: ❑ IN OPPOSITION: ❑ Name: ir4), Representing: Address: City: Telephone No: Individual speakers wishing to address an agenda item are requested to complete this card. Although you are not required to complete this card, the information will assist the City in addressing the issue(s) you raise. Individual speakers are limited to three minutes for their presentation. Organized presentations with more than one speaker are limited to 15 minutes, at the discretion of the Mayor and Council. When speaking, be brief, stay on the subject. The Mayor will call you to speak at the appropriate time. Please make your presentation from the microphone. HAND SPEAKER SLIPS TO THE CITY CLERK PRIOR TO THE START OF THE MEETING. Tehachapi Renewable Transmission Project (TRTP) Overview of TRTP Segments 4-11 and CPUC Order to Analyze Underground Options in Chino Hills Project Overview: • TRTP Segments 4-11 consist of new and upgraded electrical transmission facilities spanning approximately 173 miles and are being constructed to deliver up to 4,500 megawatts of renewable energy, enough capacity to power three million homes (TRTP Segments 1-3 were approved by the CPUC in March 2007 and construction is now complete). • The project traverses over 20 communities and three counties. • It is the first major transmission project in Califomia being constructed specifically to access multiple renewable generators in a remote, renewable -rich resource area. • TRTP 4-11 was approved in December 2009, after two years of review and analysis by the Califomia Public Utilities Commission (CPUC) and its team of environmental consultants. Project Timeline: Fall 2009 CPUC approves TRTP 4-11 after a two-year licensing phase Spring 2010 Construction of TRTP 4-11 begins Winter 2012-13 Segments 4, 5 and 10 completed Fall 2013 Segment 6 expected to be completed Winter 2015 Expected project completion LCPUC Order to Analyze Underground options in ehino Hills • Currently the CPUC is considering whether or not the portion of TRTP within Chino Hills should be placed undergrounded instead of the already -approved overhead configuration. • The underground options being considered would cost approximately $540-$893 million* for the 3.5 mile area in Chino Hills, which is $370—$723 million more than the approved overhead portion in Chino Hills. These additional costs would likely impact ratepayers throughout Califomia. • In the area considered for an underground option, 12 of 16 transmission structures have already been completed as part of the approved overhead position in the existing utility right-of-way corridor (the completed and partially -completed structures would need to be demolished and removed if the CPUC orders an underground option). • SCE's cost and schedule estimates are based on optimistic scenarios. If SCE is ordered by the CPUC to underground TRTP in Chino Hills and delays are encountered, the operational date of TRTP could be pushed beyond the goal of 2015 and increase the total cost beyond estimates. • The CPUC issued a decision allowing SCE to recover as much as $33 million in pre -construction costs it would incur before the CPUC makes a final decision on whether to proceed with an underground option in Chino Hills. *Based upon SCE underground testimony served on 12/3/2012 **Based upon SCE rate recovery testimony served on 1/17/2013 Project Map Tehachapi Whirhenut (New)121 lllghwind la. (New) Windt ub (New) Antelope (Upgraded) Lancaster tir.c.:r Vincent Pardon- - = (Upgraded) [wend 1 Flew 500kV Ilne between Antelope and Pardee Substations and Antelope Substation Egmanslon 2 Hew 500kV line between Antelope and Vincent Substations 3A Hew Wlndhub Substation and new 500i1f line between Windbub and Antelope Substations 36 flew. Hlghw nd Substation and flew220W line be v eee Wlndhub end Hghumd Substations 3C upgrades to Antelope. Vincent. V4ndhub Substations 4 Single -circuit 5001V transmission line between Whirlwind end Antelope Substations Replacement of two 220kV lines with one 500kV line beuveen Antelope and IOncent Substations 5 32 miles of SOOkv line from Vincent Substation through the Angeles National Forest_____ Replacement or 220kV line with 500kV Inclbetween Angeles National Forest and Mesa Substation a Replacement of 220kV line with 500kV Inclbetween Mesa and Mira Loma Substations. Itev. and replacement double -circuit 220 kV Inns between Chino and Mira Loma Substations Ilew Whirlwind Substation and upgrades to Antelope, Vincent Viindhub, Mesa, Gould, Mira Loma Substations g 10 Hew 500kV line between lanndhub and Whhlwind Substation=_ II Replacement 5001.V Inc between Vincent and Gould Substations. New 2201V circuit on existing structures between Gould and Mesa Substations Approximate location of the 3.5 mile segment of7RTP In Chino Hills being con$idered for undergrounding lllo Hondo . .a%-.ICO tyd,n.. . n van ... 1 i_ r tihk10 •" rr r _ � Mira Loma SAN ONOFRE NUCLEAR GENERATING STATION City of San Jacinto by Ray Hicks Agenda San Onofre Nuclear Generating Station update • How SCE is meeting the region's energy needs Questions & Answers EDISON The Role of Nuclear Energy in California • San Onofre provides "baseload" generation — 24 hours a day, 7 days a week, regardless of weather conditions, unlike wind and solar. • Nuclear energy provides voltage support, which keeps the electrons moving through the grid across the region. • Nuclear energy is by far the largest source of carbon -free generation and in 2011, provided 24 percent of SCE's electricity generation mix. o 37 percent of the state's emission -free power generation is supplied by nuclear energy facilities that can produce large amounts of electricity day and night, and without constraints. - EDISON Safety Drives Ongoing Activities at San Onofre For more than 40 years, the San Onofre Nuclear Generating Station has been safely providing reliable and clean electricity to Southern California residents. San Onofre went offline in January 2012 Unit 2 for a planned outage on Jan. 9 Unit 3 was safely taken offline on Jan. 31 due to a small leak Units 2 & 3 construction begins 30 YEARS of safely providing reliable and clean energy Jan. 9 Unit 2 offline for a planned outage 1 1974 2012 [ Present Jan. 31 Unit 3 offline for steam generator tube leak January 2012 — Present O Assembled nuclear experts from around the world O More than 170,000 inspections conducted El EDISON' .®..,.A.,e...a... CONTAINMENT BUILDING WALL 3 - 7 FEET OF STEEL REINFORCED CONCRETE LINER 174 INCH STEEL PLATE STEEL REINFORCING BARS Ina goes throughout the entire containment building wail . le CORE REACTOR VESSEL 8INCHES OF STEEL TENSIONING CABLES Ina run horizontally and vertically wound the entire contaimenl building wail STEAM LINE 0• ••• 0• • •f 0•••• 0•••• 0• •"i\•• STEAM GENERATOR STEAM GENERATOR TUBES PEDESTAL 7 - 9 FEET OF STEEL REINFORCED CONCRETE 0 • TURBINE • • • • • •.• . • . • • • • • • • • • • • • • CONDENSER ELECTRIC GENERATOS ElMUM. EDISON' Overview • Purpose of a steam generator: — Creates steam to drive the plant's turbines to create electricity — Removes heat from the reactor cooling system Keeps radioactive and non- radioactive water systems separate PRIMARY INLET FROM THE REACTOR CORE TO THE TURBINE GENERATOR FEEOWATER INLET NOZZLE FROM THE TURBINE GENERATOR T..BE BUNDLE -- TUBE SHEET PRIMARY OUTLET 1141106, TO THE REACTOR CORE EDISON° Testing and Evaluation 8 Extensive inspections and testing showed tube wear in the steam generators in both units. Unexpected tube -to -tube wear was found predominantly in Unit 3. Extensive inspections of Unit 2, based on the wear found in Unit 3, identified only one pair of tubes displaying what could be early indications of tube -to - tube wear. The manufacturer's computer modeling used during the design phase did not accurately predict the vibration -causing environment in the steam generators. EDISON' Meeting This Summer's Energy Needs • Transmission lines were upgraded. • The gas powered plants in Huntington Beach were temporarily restarted. • Tremendous conservation by residents and businesses. Mild summer weather conditions. These efforts, while helpful, do not meet Southern California's long-term needs for clean and reliable energy. EDISON' Preparing for Emergencies Established in 1982, the Interjurisdictional Planning Committee is a unique partnership between government and private industry that is dedicated to ensuring public health and safety. The Nuclear Regulatory Commission established an emergency planning zone within a 10-mile radius of the plant. The plant conducts drills on emergency preparedness and procedures. San Onofre is protected by a sea wall that can withstand a 30 foot tall tsunami. ®EDISOFr Next Steps at San Onofore • SCE has provided the NRC with the materials needed to request restart of Unit 2. The NRC will take the necessary time to review all technical materials and the plan before making a decision. • Because Unit 3 had much more tube -to -tube wear than Unit 2, it is not clear at this time whether Unit 3 will be able to restart without additional repairs. • SCE has defueled Unit 3, which is the standard practice during any extended outage and is the best way to continue testing and evaluation. P The Nuclear Regulatory Commission will hold public meetings to keep the community informed. • Safety is the No. 1 priority and there is no timeline on safety. SCE will not restart the units until the NRC is satisfied it is safe to do so. 1 EDIsoN - nommw SCE will not restart the plant until the utility and the Nuclear Regulatory Commission are satisfied it is safe to do so. Safety Responsibility Transparency Our number one priority is protecting the health and safety of the public and our employees. SCE takes seriously the responsibility of running the plant safely — and the trust the public places on us to safely provide reliable and clean energy. We are committed to keeping our customers, our communities and the public informed on the progress and plans for San Onofre, and we will continue to do that. EDISON' For more Information go to: www.SONGScommunity.com Follow us on Twitter @SCE_SONGS J EDISON Southern California doesn't need San Onofre. We have more than enough solar and wind power to make it up. Nuclear energy facilities supply 37 percent of California's emission -free power and about 20 percent of the United States' electricity. Nuclear energy is by far the largest clean air energy source and the only one that can produce large amounts of electricity day and night, and without weather constraints. So far, upgraded transmission lines and the temporary restart of gas -powered plants in Huntington Beach (limited to summer 2012 only), combined with consumers' tremendous conservation efforts, have avoided any power shortages this summer, which was mild based on historical data. California's long-term goal for cleaner air, and reliable emissionfree power can greatly benefit from San Onofre's continued operation. The San Onofre Nuclear Generating Station provides "baseload" generation, meaning its power serves customers' needs day and night, regardless of the weather, unlike wind and solar. It also provides critical voltage support — which allows the local grid to import more power when demand is high from far away sources. Should San Onofre remain offl ine beyond 2014, SCE would need to consider a combination of generation resources and/or transmission, including new lines in Los Angeles and Orange Counties. 1 i3107\` San Onofre doesn't have a good safety record. Safety is the top priority at San Onofre and our safety -conscious work environment was noted in a letter from the N RC in 2012. The plant has never been closed down for a safety violation. The N RC has determined that SCE has operated in a manner that preserves the public's health and safety each and every year of the plant's operation. SCE dramatically changed the steam generator design and didn't tell the NRC. The NRC has publicly stated that SCE followed regulations regarding the modifications in the steam generators' replacement and that SCE fully informed the NRC of all changes, including the number of additional tubes and changes to the tube support structures. SCE applied for and received license amendments as required by the process. DSO Customers are going to get stuck with all of the costs. SCE will first look to warranties and insurance to recover costs associated with the current outages. The California Public Utilities Commission will review all costs and determine if they were reasonably incurred before impacting customers. San Onofre isn't built for a Southern California big earthquake, and what happened at Fukushima Daiichi can happen here. Every U.S. nuclear power plant is designed to withstand the maximum potential earthquake for its location without releasing radioactive materials. The commonly known Richter scale is not used to determine earthquake building safety for any building. Instead, building safety relies on a more accurate value known as "peak ground acceleration," which is based on the anticipated ground movement at the site during the largest potential earthquake, estimated by geologists. Additionally, the proximity of the fault and soil conditions must also be considered. So it is not accurate to simply say that San Onofre was only built to withstand a 7.o earthquake. As approved by the U.S. N RC, San Onofre was built to withstand a peak ground acceleration of at least o.67g (g refers to the force of gravity). For comparison, the current California Building Code design requires any buildings built in the vicinity of San Onofre to be designed to withstand an earthquake motion that has peak ground acceleration of o.38g. J EDISON' Indian Wells (760) 568-2611 Irvine (949) 263-2600 Los Angeles (213) 617-8100 Ontario (909) 989-8584 BEST BEST & KRIEGER ATTORNEYS AT LAW 3390 University Avenue, 5th Floor, P.O. Box 1028, Riverside, CA 92502 Phone: (951) 686-1450 I Fax: (951) 686-3083 I www.bbklaw.com Margaret L. Barnes (951) 826-8357 margaretbarnes@bbklaw.com February 8, 2013 Rick Miller City Clerk City of San Jacinto 595 S. San Jacinto Avenue, Building B San Jacinto, California 92583 Sacramento (916) 325-4000 San Diego (619) 525-1300 Walnut Creek (925) 977-3300 Washington, DC (202) 785-0600 Re: Notice of Hearing to Property Owner of Resolution of Necessity Hearing Scheduled for February 19, 2013, as to Assessor Parcel No. 443-270-030 Dear Mr. Miller: Attached is the original Notice of Hearing to Property Owner with proof of mailing, of the hearing on the adoption of a Resolution of Necessity which is scheduled for February 19, 2013. A copy of the original Notice was timely mailed on February 4, 2013. It will be necessary for you to note the proof of mailing of the Notice at the hearing. Please do not hesitate to contact Mona Nemat or me should have any questions or concerns. Enclosure 24438.10073\7816891.1 Very truly yours, de,tora___ _ Mar are(,d.. Barnes Senior Litigation Paralegal for BEST BEST & KRIEGER LLP NOTICE OF HEARING TO PROPERTY OWNER Pursuant to Section 1245.235 of the California Code of Civil Procedure, you are hereby notified that at a regular meeting to be held on Tuesday, February 19, 2013, at 7:00 p.m., at the San Jacinto City Hall, City Council Chambers, 625 S. Pico Avenue, San Jacinto, California 92583, the City Council of the City of San Jacinto intends to consider adopting a Resolution of Necessity, authorizing the commencement of eminent domain proceedings for the acquisition of drainage easement and temporary construction easement interests in a portion of certain real property for public use which, according to the last equalized county assessment roll, is owned by you. The public use for which this resolution of necessity will be considered is for public right-of-way and construction of a pipeline and related infrastructure improvements in the City of San Jacinto, Riverside County, California. The description of the property to be acquired is attached as Exhibit "A" to this notice. A hearing will be held at the time and place mentioned above. You have the right to appear and be heard on the following matters: 1. Whether the public interest and necessity require the project for which the property is sought to be acquired. 2. Whether the project is planned or located in the manner that will be most compatible with the greatest public good and least private injury. 3. Whether the property is necessary for the proposed project. 4. Whether the offer required by Section 7267.2 of the California Government Code has been made. Your failure to file a written request to appear and be heard within 15 days after the mailing of this notice will result in the waiver of your right to appear and be heard. ALL COMMUNICATIONS SHOULD BE ADDRESSED TO: Rick Miller City Clerk City of San Jacinto 595 S. San Jacinto Avenue, Building B San Jacinto, California 92583 DATE OF HEARING: Tuesday, February 19, 2013 6:30 PM PLACE OF HEARING: City Council Chambers San Jacinto City Hall City of San Jacinto 625 S. Pico Avenue San Jacinto, California 92583 DATED: February " , 2013. BEST BEST & KRIEGER LLP By: &TYE), Mona Nemat Attorneys for City of San Jacinto PROOF OF MAILING NOTICE I, Margaret L. Barnes, acting on behalf of the City of San Jacinto, hereby certify that on February , 2013. I mailed a copy of the attached notice by first-class mail to the following owner of real property located in the County of Riverside, State of California, more particularly described as Assessor Parcel No. 443-270-030: The Corporation of the Presiding Bishop of the Church of Jesus Christ of Latter -Day Saints 50 East North Temple, 22nd Salt Lake City, UT 84150 DATED: February 2013. 2443 8.100 73 .7 7 83031.1 -/Q/A CO _62 Frances A. White Legal Definitions of Rights to be Acquired "Drainage Easement" refers to a non-exclusive permanent and perpetual easement and right of way in favor of the City, its successors, and assigns, over, upon, under, and across the lands described together with the right to forever maintain, improve, alter, relocate, inspect, occupy, and use for the construction, reconstruction, installation, replacement, removal, repair, operation, and maintenance of pipelines for drainage, and other public uses, as determined necessary by the City, together with all necessary rights incidental thereto, on, over, under, and across the property in connection with the exercise of any easement rights described herein. Property Owner shall not erect or construct, or permit to be erected or constructed, any building, structure or improvement on, over, or under any portion of the easement, or plant trees or any other vegetation on any portion of the easement except with the prior written consent of the City, its successors and assigns. The City shall have the right to trim, cut or clear away any trees, brush, or other vegetation from time to time as determined in its sole discretion, without payment of additional compensation. No other easements shall be granted on, under or over the easement without the prior written consent of the City, its successors and assigns. The property affected is described in Exhibit "A," attached hereto and by reference made a part hereof. "Temporary construction easement ("TCE") refers to the right of the City, its successors and assigns, to engage in construction and related activities for the project, together with all necessary rights of ingress and egress to the easement area in connection with the exercise of any of the easement rights. Prior to termination of this easement, property owners shall not erect or construct, or permit to be erected or constructed, any building, structure or improvement on, over or under any portion of the easement, nor shall property owners plant any tree or trees or plant any other vegetation or flora on any portion of the easement except at the written consent of the City, its successors and assigns. The City shall be entitled to trim, cut, or clear away any trees, brush, or other vegetation or flora from time to time as plaintiff determines in its sole discretion without payment of any additional compensation to property owners. No other easement or easements shall be granted on, under, or over this easement without obtaining the prior written consent of the City, its successors and assigns. The duration of the rights under this easement shall not be for less than twelve (12) months, and will begin on the date construction on the property commences. The City shall have an option to extend the temporary construction easement on a month -to -month basis, until construction on the property is completed. The property affected is described in Exhibit "A," attached hereto and by reference made a part hereof. EXHIBIT A, PAGE 1 CITY OF SAN JACINTO .DRAINAGE EASEMENT GRANTOR: THE CORPORATION OF THE PRESIDING BISHOP OF THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS A.P.N.: 433-270-030 JOB NO. 59072106 LEGAL DESCRIPTION IN THE CITY OF SAN JACINTO, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA, BEING THAT PORTION OF LOT 145 OF TRACT NO. 8319, AS SHOWN BY MAP ON FILE IN BOOK 104 OF MAPS, PAGES 97 THROUGH 101, RECORDS OF SAID COUNTY, DESCRIBED AS FOLLOWS: COMMENCING AT THE SOUTHWEST CORNER OF SAID LOT 145; THENCE NORTH 89°43'04" EAST ALONG THE SOUTH LINE OF SAID LOT 145 A DISTANCE OF 18.00 FEET TO AN INTERSECTION WITH THE EAST LINE OF PARCEL NO.1 OF DRAINAGE EASEMENTS DESCRIBED IN DECLARATION OF DEDICATION RECORDED AUGUST 17, 1983 AS INSTRUMENT NO. 166625, OFFICIAL RECORDS OF SAID COUNTY, SAID INTERSECTION BEING THE TRUE POINT OF BEGINNING; THENCE NORTH 00°19'32" WEST ALONG SAID EAST LINE A DISTANCE OF 116.05 FEET; THENCE LEAVING SAID EAST LINE SOUTH 27°53'39" EAST A DISTANCE OF 50.46 FEET; THENCE SOUTH 05°44' 12" EAST A DISTANCE OF 71.66 FEET TO THE AFORESAID SOUTH LINE OF LOT 145; THENCE SOUTH 89°43'04" WEST ALONG SAID SOUTH LINE A DISTANCE OF 30.11 FEET TO THE TRUE POINT OF BEGINNING. CONTAINING 2,429 SQUARE FEET, MORE OF LESS. EXHIBIT A, PAGE 2 THIS DESCRIPTION WAS PREPARED BY ME OR UNDER MY DIRECTION. RONALD WORTHINGTON, ' .C.E. 27395 EXPIRATION DATE: 0 /31/2013 DATE: / 1 I/ 8 \ �C� ROFESS/py4( '��`' RONALD W WORTHINGTON No.2/395 CIVIL 11E pF CM.\ 1 EXHIBIT A, PAGE 3 MAM THE CORPORATION IOnN CHURCH OF JES D A.P.G . 4S3=27C O3© W W CITY OF SAN JACINTO DRAINAGE EASEMENT OF THE PRESIDING BISHOP OF THE CHEST OF RJ TTER DAY SAINTS W. COMMUNITY COLLEGE DR. GO' a 18°I C/L r 30. 0' SCALE 1"=30' SCALE 1"=30' SCALE IN FEET INDICATES DRAONASE EASEMENT MENT 2429 9 S.F. TR. NO. 8319 1.0 ti Sa.00' 30.11' 138943'O49*5 EG T\PRWECTe\m(f\omA , !/40in REV. onion M.B. 104/97-101 COMMUNITY COLLEGE DR. RAMONA w. COMMUNITY COLLEGE DR. VICINITY MAP N.T.S. -1ENGINEERING ESOURCES V Mall CII10814 It `50 E. Florida Avenue, Suite 8 Hemet. California 92544 909) 765-6622 Fax (909) 765-6621 60' EXHIBIT AA, PAGE —" — CITY OF SAN JACINTO TEMPORARY CONSTRUCTION EASEMENT GRANTOR: THE CORPORATION OF THE PRESIDING BISHOP OF THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS A.P.N.: 433-270-030 JOB NO. 59072106 LEGAL DESCRIPTION IN THE CITY OF SAN JACINTO, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA, BEING THAT PORTION OF LOT 145 OF TRACT NO. 8319, AS SHOWN BY MAP ON FILE IN BOOK 104 OF MAPS, PAGES 97 THROUGH 101, RECORDS OF SAID COUNTY, DESCRIBED AS FOLLOWS: COMMENCING AT THE SOUTHWEST CORNER OF SAID LOT 145; THENCE NORTH 89°43'04" EAST ALONG THE SOUTH LINE OF SAID LOT 145 A DISTANCE OF 18.00 FEET TO AN INTERSECTION WITH THE EAST LINE OF PARCEL NO.1 OF DRAINAGE EASEMENTS DESCRIBED IN DECLARATION OF DEDICATION RECORDED AUGUST 17, 1983 AS INSTRUMENT NO. 166625, OFFICIAL RECORDS OF SAID COUNTY; THENCE NORTH 00°19'32" WEST ALONG SAID EAST LINE A DISTANCE OF 116.05 FEET TO THE TRUE POINT OF BEGINNING; THENCE LEAVING SAID EAST LINE SOUTH 27°53'39" EAST A DISTANCE OF 50.46 FEET; THENCE SOUTH 05°44' 12" EAST A DISTANCE OF 71.66 FEET TO THE AFORESAID SOUTH LINE OF LOT 145; THENCE NORTH 89°43'04" EAST ALONG SAID SOUTH LINE A DISTANCE OF 20.09 FEET; THENCE LEAVING SAID SOUTH LINE NORTH 05°44'12" WEST A DISTANCE OF 77.48 FEET; THENCE NORTH 27°53'39" WEST A DISTANCE OF 49.47 FEET; THENCE NORTH 00°19'32" WEST A DISTANCE OF 113.77 FEET; THENCE NORTH 44°41'45" EAST A DISTANCE OF 45.60 FEET TO THE NORTH LINE OF EXHIBIT A, PAGE 5 SAID LOT 145; THENCE SOUTH 89°43'04" WEST ALONG SAID NORTH LINE A DISTANCE OF 28.27 FEET TO THE EAST LINE OF THE AFORESAID DRAINAGE EASEMENT; THENCE SOUTH 44°41'45" WEST ALONG SAID EAST LINE A DISTANCE OF 33.91 FEET TO AN ANGLE POINT IN SAID EAST LINE; THENCE CONTINUING ALONG SAID EAST LINE SOUTH 00° 19'32" EAST A DISTANCE OF 126.97 FEET TO THE TRUE POINT OF BEGINNING. CONTAINING 5,693 SQUARE FEET, MORE OR LESS. THIS DESCRIPTION WAS PREPARED BY ME OR UNDER MY DIRECTION. RONALD WORTHINGTON, .C.E. 27395 EXPIRATION A • 03/31/2013 DATE: 1/5/ /3 tO pgOFE51°� Zs aar�ni� 44,\ a woarruo rori y, cc No. 213'4 . CIVIL / 4. of CAI.' 9; EXHIBIT A, PAGE 6 P CITY OF SAN JACINTO TEMPORARY CONSTRUCTION EASEMENT THE CORPORA40®N OF THE PRESOLOOM IMHOF OF 4FIE CHURCH OF e<JEWS ©rOI OiT OF LATTER ®AY &ANTS 432-270-030 W. COMMUNITY COLLEGE DR. 60,gP W 't1 BBD •tlN 4 50' 1B.00 70.11 20.00' 551043'0e•5 ____TAPRONCTSURICEIASTF.ARM 0/29/12 REV. 0/•0/12 L _ C/L SCALE 1'=5D' L 50' 0' SCALE IN FEET ONDICATES TIESIPOQ6AWy COR984WUDCTOo fEABEQiERIT 5893 C COMMUNITY W. COMMUNITY COLLEGE OR. COLLEGE OR. RAMONA VICINITY MAP Nj..S. RItNGINEERING ESOURCES Of MIDI 011000, B: 7550 E Florida Avenue, Sella 8 met, CGIilamiE 92544 909) 765-6622 Fax (909) 765-6521 100' J EXHIBIT A, PAGE-7— HIL,L,WIO - GOODROW 4 Land Surveying • GPS Surveys • Aerial Mapping 4 �4 4 RECEIVED �'^�-cPs•A�a�� CITY OF SAN JACINTO February 19, 2013 FEB�19 2013 BYl.' Ricky Miller, City Clerk 595 S. San Jacinto Avenue, Bldg. B San Jacinto, CA 92583 Re: Item No. 3A.7 — Approval of contracts for Surveying and Geotechnical Engineering on Ramona Expressway Widening Project, Feb. 19, 2013, 7:00 p.m. Ricky Miller: HILLWIG-GOODROW, Inc. respectfully requests your review of the following information in regards to the above stated consent item on tonight's meeting agenda. HILLWIG-GOODROW, in good faith provided a response to the City's Request for Proposal for providing Land Surveying Services on the Ramona Expressway Widening Project. Our submittal contained a written project approach and an itemized cost estimate. The City established a 10 day submittal period on the receipt of responses from qualified consultants. The deadline for responses was end of calendar day February 10, 2013. On February 11, 2013, we received a phone call from the office of the City Engineer that our proposal had been accepted and we were requested to attend a pre -construction meeting scheduled for today at 8:30 a.m. On February 12, 2013,. We received a written notification that our firm had been selected for the project, and confirmation of the pre -construction meeting. On February 13, 2013 we received a phone call from the City Engineer in which he stated that upon submitting our proposal to the City, he was instructed to obtain an additional proposal from a local consultant. February 13, 2013 we received a phone call from the City Engineer in which he stated that upon submitting our proposal to the City, he was instructed to obtain an additional proposal from a local consultant. February 18, 2013 we were notified that the City would be accepting the proposal from a local consultant and awarding the contract to The Thomsen Company. This determination was made 8 days past the submittal deadline established by the City and at a time when confidential contact information was made public. Our position on this matter is: A. We are a qualified firm with prior knowledge on this specific project. B. We provided a professional proposal within the stated response period. 31407 Outer Highway 10 • Redlands, CA 92373 • (909) 794-2673 • 1-888-626-5137 • FAX (909) 794-2863 • hg q;hillwig-goodrow.com HILLWIO - GOODROW Land Surveying • GPS Surveys • Aerial Mapping C. Our cost proposal is very competitive and a good value for the citizens of San Jacinto D. We were issued verbal and written communications that our proposal had been accepted and the contract would be signed by the City Council. At this time we have a written contract. E. The proposal of the local consultant was accepted after the closing of the stated acceptance date and the issuance of confidential project costs through the required public notification of scheduled City Council Meeting. HILLWIG-GOODROW therefore requests that the original recommendation of award of the Professional Services for land surveying by our firm as submitted by the City Engineer be accepted, and the City Council execute the provided agreement. Thank you for your attention in this matter. HILLWIG-GOODROW, Inc. Alan C. Hillwig, PLS, President Attachments: • Request for Proposals • Timeline of Events Between City Engineer and Hillwig-Goodrow • A Guide for the Selection of Professional Consultants Services for Public Owners • Email Communication between the City Engineer and Hillwig-Goodrow • 31407 Outer Highway 10 • Redlands, CA 92373 • (909) 794-2673 • 1-888-626-5137 • FAX (909) 794-2863 • hg@hillwig-goodrow.com 1C,•Goo -ter. hAws.— Land Surveying • GPS Surveys • Aerial Mapping .SYr a NC-GPS-p`� HILLWIG - GOODROW Timeline - Ramona Expressway Project Thursday - January 31 Solicitation received from City Eng./Proj Engr with notification of RFP and Agreement due in 10 calendar days. Friday - February 1 Met with Project Engineer in Tri-Lake Consultants, Perris office at 3 p.m. At meeting at counter took notes regarding concerns and needs of project. At this meeting the City Engineer reminded the Project Engineer that a minimum of three proposals are required on this project. Tuesday - February 5 HG Cost and Project Scope hand delivered to Tri-Lake's office in Perris, CA Sunday February 10 10 day response period ends. Monday - February 11 Received a phone call from the Project Engineer at mid -day, informing me that Hillwig- Goodrow had been selected as the project surveyor. The contract document signed by the City Engineer and will be presented to the City Council for approval. I called a staff meeting and announced the good news of the award of the project. Our staff had been at home most of November and December due to lack of work. They borrowed money to make it through the holidays. This announcement meant a lot to them. Tuesday - February 12 Written notification of award of the project to Hillwig-Goodrow received by email. H-G notified of pre -construction meeting scheduled for Tuesday, February 19, 2013. Wednesday - February 13 City Engineer called our office and said that when our contract was presented to the City, Tri- Lakes was instructed to obtain an additional proposal as the 3 minimum had not been met. The City Engineer was instructed to obtain the additional proposal from a local company. Monday - February 18 I contacted the Project Engineer to inquire about attendance of the pre -construction meeting, scheduled for the next morning. A return email was received from the Project Engineer stating that it was the desire of the City to Award Professional Services to local firms, and The Thomsen Company had submitted a cost proposal that is lower than ours. In summary: Proposal period of 10 calendar days closed on February 10. H-G notified verbally on Feb. 11 of project award. H-G sent written notification of project award on Feb. 12. On Feb. 13 notified that an additional proposal was being sought from a local firm after the closing date, written 31407 Outer Highway 10 • Redlands, CA 92373 • (909) 794-2673 • 1-888-626-5137 • FAX (909) 794-2863 • hg®hillwig-goodrow.com HILLWIG - GOODROW Land Surveying • GPS Surveys • Aerial Mapping notice of award issued, and cost/scope information provided to the City. If the requirement of receipt of a minimum of 3 responsive proposals was not met, the verbal and written notice of award should not have been made. The rescission of this contract will cause irreparable damages to the firm and its employees. 31407 Outer Highway 10 • Redlands, CA 92373 • (909) 794-2673 • 1-888-626-5137 • FAX (909) 794-2863 • hg@hillwig-goodrow.com Architects and Engineers Conference Committee of California: Association of Engineering Geologists, California Sections The American Institute of Architects, Califomia Council California Council, American Society of Landscape Architects California Geotechnical Engineers Association California Society of Professional Engineers California State Council, American Society of Civil Engineers Consulting Engineers and Land Surveyors of California Structural Engineers Association of California Architects and Engineers Conference Committee of California Qualifications -Based Selection A Guide for the Selection of Professional Consultant Services for Public Owners Revised October 1993 Qualifications -Based Selection Contents Page 1.0 Introduction 1 2.0 The Law 3 3.0 How Does Qualifications -Based 5 Selection (QBS) Work? 3.1 Developing the General Description of Services Desired (Scope of Work) 6 3.2 Establishing a Selection Time Frame 6 3.3 Compiling a List of Professional Consultants 6 3.4 Request for Qualifications Documents 7 3.5 Selection Review Group 8 3.6 Evaluating Qualification Submittals 8 3.7 Establishing a Short-list of Firms to be Interviewed 9 3.8 Tour of the Site/Facility 9 3.9 Interviewing the Short-listed Firms 9 3.10 Ranking the Firms in Contention for Selection 11 3.11 Post -Selection Communications 12 3.12 Negotiating an Agreement with the Selected Firm 11 3.13 The Role of the QBS Advisor 13 3.14 Additional Discussion 15 3.15 Organizations with Lists of Design Professional Firms 16 4.0 Appendix: Information & 17 Example Materials 4.1 Schedule of Activities 18 4.2 Request for Letters of Qualifications: Sample Memo 19 4.3 Requirements for Letters of Qualifications 20 4.4 Preliminary Description of Services Desired (Scope of Work) 21 4.5 Letters of Qualifications Evaluation 22 4.6 The Reference Check 24 4.7 Memo to Short-listed Firms to be Interviewed/ 25 Tour Facilities/and Criteria 4.8 Memo to Firms that Submitted Letters/Statements of 26 Qualifications for Firms Not Selected for Interview 4.9 The Interview: Questions and Score Sheets 27 4.10 Optional Interview Form 28 4.11 Example -The Interview: Questions and Score Sheets 29 4.12 Group Interview Evaluation Form 30 4.13 Memo to Short-listed Firms When Technical Proposal is Requested 31 4.14 Technical Proposal Scoresheets 32 4.15 Technical Group Proposal Evaluation Form 33 4.16 Example -Group Technical Proposal Evaluation Form 34 4.17 Memo to All Professional Consultant Firms that were Interviewed 35 4.18 Owner's QBS Project Evaluation 36 4.19 QBS Advisor Evaluation 37 5.0 Appendix: Example Materials 39 1 Qualifications -Based Selection 1.0 Introduction When public officials utilize professional consultants to undertake a construction project, whether it involves a study, new construction or modifying an existing facility, the consultant's performance can influence the entire course of the project — economy, feasibility, public response, design, function effi- ciency, construction costs, operating costs, and maintenance costs during the life of the facility. Some public owners do not undertake projects often enough to have experience planning for such a project, or to select a professional consultant in the most cost-effective and efficient manner. What is QBS? QBS Stands for "Qualifications -Based Selection" QBS is a rational procedure which facilitates the selection of professional consultant services. The selec- tion is based on qualifications and competence in relation to the scope and needs of the particular project. QBS entails a step-by-step process that will facilitate the owner's selection of a design professional on the basis of qualifications and competence in relation to the scope of the project and facilitates the develop- ment of an appropriate scope of work for a particular project. This process is straightforward and easy to implement. It is objective and fair. It can be well documented, and it is open to public scrutiny. QBS meets the public owner's primary concems to get the best available professional services for the taxpayers' money, and to conduct a fair and equitable selection process. QBS evolved from the public owner's need to be an "informed customer" and to have a logical, fair and objective means of selecting professional consulting services. The term "professional consultant" is used in this document to represent any of the design professions, or combination therefore, including architecture, engineering, landscape architecture, land surveying, geotechnical and support services. "Owner" is used in this document to represent the public user of design professional services. Evaluation Form included. (See Appendix 4.18, Owner's QBS Project Evaluation.) History In October 1972, the federal government enacted Public Law 92-582, covering the selection of architects and engineers based on qualifications. This bill has since been known as the Brooks Selection Bill, as it was introduced by U.S. Representative Jack Brooks of Texas. During years of use by the federal, most state govemments, and numerous municipalities across the nation, the use of qualifications -based selection has proven itself to be more efficient and less costly when considering total or life -cycle costs than the use of a selection system using price as one of its primary criteria. Effective January 1, 1990, Chapter 10 of the Califomia Government Code, Sections 4526-4529, com- mencing with Section 4525 and known as the Mini -Brooks Act, mandated local agencies throughout the state of Califomia to select applicable professional consultant services on the basis of demonstrated competence and professional qualifications. Following passage of the law, the Architects & Engineers (A & E) Conference Committee of Califomia formed a QBS Subcommittee to provide a documented understanding of the process. 2 Qualifications -Based Selection Acknowledgments This document has been prepared for use with assistance from the Michigan Society of The American Institute of Architects, the Architectural and Engineering Societies in Wisconsin, the American Consulting Engineers Council, the Professional Engineers in Private Practice, and the National Society of Profes- sional Engineers. In addition, the report and workbook by The American Institute of Architects, "Qualifica- tion -Based Selection: A Process for the Selection of Architects by Public Owners," was used. The A & E Conference Committee of Califomia gratefully acknowledges the work accomplished by these offices. The A & E Conference Committee represents the more than 20,000 members of the following organizations: • The American Institute of Architects, California Council; • American Society of Civil Engineers; • Califomia Council, American Society of Landscape Architects; • California Geotechnical Engineers Association; • Association of Engineering Geologists, California Sections; • California Society of Professional Engineers; • Consulting Engineers and Land Surveyors of California; • Structural Engineers Association of California. QBS Advisory Board The A & E Conference Committee created the QBS Advisory Board to be a clearinghouse for requests for assistance from local public bodies and to assign QBS Advisors to assist them. The duties of a QBS Advisor are to explain and provide assistance to public owners who wish to establish a qualifications -based professional design procurement system (QBS), resulting in the best and most complete project to meet the owner's need and desires at the least overall cost. The assigned QBS Advisor can be a senior member of an engineering, architectural, surveying or land- scape architectural firm, or other individual with experience appropriate to the type of public works project proposed. Ideally, he/she is a licensed design professional with at least ten years' experience in respon- sible charge. The QBS Advisor should not influence the selection of any specific design firm. The QBS Advisor is a resource for the public owner, to assist in implementing a process for the selection of competent, qualified professionals. 3 Qualifications -Based Selection 2.0 The Law: Chapter 10. Section 4526 of the California Government Code: 4526. Notwithstanding any other provision of law, selection by a state or local agency head for profes- sional services of private architectural, landscape architectural, engineering, environmental, land survey- ing, or construction project management firms shall be on the basis of demonstrated competence and on the professional qualifications necessary for the satisfactory performance of the services required. In order to implement this method of selection, state agency heads contracting for private architectural, landscape architectural, professional engineering, environmental, land surveying, and construction project management services shall adopt by regulation, and local agency heads contracting for private architectural, landscape architectural, professional engineering, environmental, land surveying, and construction project management services may adopt by ordinance, procedures that assure that these services are engaged on the basis of demonstrated competence and qualifications for the types of services to be performed and at fair and reasonable prices to the public agencies. Furthermore, these procedures shall assure maximum participation of small business firms, as defined by the Director of General Services pursuant to Section 14837. In addition, these procedures shall specifically prohibit practices which might result in unlawful activity including, but not limited to, rebates, kickbacks, or other unlawful consideration, and shall specifically prohibit govemment agency employees from participating in the selection process when those employees have a relationship with a person or business entity seeking a contract under this section which would subject those employees to the prohibition of Section 87100. Section 4526.5 Compliance with Public Contract Code Section 6106 A state agency head entering into a contract pursuant to this chapter shall, in addition to any other applicable statute or regulation, also follow Section 6106 of the Public Contract Code. Section 4527. Annual Statements of qualification and performance data; announcement of projects In the procurement of architectural, landscape architectural, engineering, environmental, land surveying, and construction project management services, the state agency head shall encourage firms engaged in the lawful practice of their profession to submit annually a statement of qualifications and performance data. (a) When the selection is by a state agency head, statewide announcement of all projects requiring architectural, landscape architectural, engineering, environmental, land surveying, or construction project management services shall be made by the agency head through publications of the respective professional societies. The agency head, for each proposed project, shall evaluate current statements of qualifications and performance data on file with the agency, together with those that may be submitted by other firms regarding the proposed project, and shall conduct discussions with no less than three firms regarding anticipated concepts and the relative utility of alternative methods of approach for furnishing the required services and then shall select there- fore, in order of preference, based upon criteria established and published by him or her, no less than three of the firms deemed to be the most highly qualified to provide the services required. 4 Qualifications -Based Selection (b) When the selection is by a local agency head, the agency head may undertake the procedures described in subdivision (a). In addition, these procedures shall specifically prohibit practices which might results in unlawful activity including, but not limited to, rebates, kickbacks, or other unlawful consideration, and shall specifically prohibit government agency employees from partici- pating in the selection process when these employees have a relationship with a person or business entity seeking a contract under this section. Section 4528. Negotiation of contracts (a) When the selection is by a state agency head the following procedures shall apply: (1) The state agency head shall negotiate a contract with the best qualified firm for architectural, landscape architectural, engineering, environmental, land surveying, and construction project management services at compensation which the state agency head determines is fair and reasonable to the State of California or the political subdivision involved. (2) Should the state agency head be unable to negotiate a satisfactory contract with the firm considered to be the most qualified, at a price the agency head determines to be fair and reasonable to the State of California or the political subdivision involved, negotiations with that firm shall be formally terminated. The state agency head shall then undertake negotiations with the second most qualified firm. Failing accord with the second most qualified firm, the state agency head shall terminate negotiations. The state agency head shall then undertake negotiations with the third most qualified firm. (3) Should the state agency head be unable to negotiate a satisfactory contract with any of the selected firms, the state agency head shall select additional firms in order of their competence and qualifications and continue negotiations in accordance with this chapter until an agreement is reached. 5 Qualifications -Based Selection 3.0 How Does Qualifications -Based Selection (QBS) Work? QBS is a fair and rational procedure that facilitates the selection of a professional consultant on the basis of qualifications and competence in relation to the scope and needs of a particular project. One prominent Director of Public Works compares selecting a consultant to hiring an employee. Both work best as two-step processes: first, the selection is made, then the financial arrangements are agreed upon. In fact, many of the steps outlined below have similarities to employee selection procedures. Local agency heads often adopt a formal policy and publish a procedure for the selection and use of consultants. This brings uniformity to different project selections and better orients staff, elected officials, and the community's consultants on the process by which projects will be awarded. Additional criteria may include published policy which deals with community -specific issues, such as affirmative action, local vs. non -local selection, and ensuring work is not overly funneled to only a few firms. QBS evolves from many variables that must be tailored to fit each specific project's requirement and should include all or some of the following steps: Procedures for Selection 1. The owner identifies the general services desired (scope of work). 2. The projected time frame is established. 3. A list of professional consultant firms appropriate to the project is compiled. 4. A consultant selection review group is appointed. 5. Letters of qualifications are requested from the identified firms. 6. Letters of qualifications are received and evaluated. 7. A short-list of firms to be interviewed is established. 8. A tour of the site and/or facility is arranged for short-listed firms. 9. Interviews are conducted. 10. Firms are ranked for selection. 11. All firms involved receive post -selection communications. 12. Negotiations are conducted relative to actual scope, services, fee and payment schedule. If an agreement cannot be satisfactorily negotiated with the top -ranked firm, negotiations are terminated and the owner enters into negotiations with the second -ranked firm, and so on down the line, until agreement is reached and a firm is selected. 13. A contract is executed. This step-by-step procedure and its variations are detailed in the following sections. 6 Qualifications -Based Selection 3.1 Developing the General Description of Services Desired (Scope of work) To begin the selection process, the owner must briefly identify the general scope and the particular needs of the project. Just as the owner needs information about the qualifications and competence of the professional firms, the firms need to know the project requirements and goals. The Appendix contains a recommended format for a general scope of work, as well as the schedule that should be included. Additional items may be added as appropriate to provide guidance to the competing firms and to meet the needs of the owner. All services expected to be provided by the professional consultant, including feasibility studies, design, construction, coordination, budget development, funding strategy — should be specifically identified. Smaller agencies should feel free to contact larger agencies for advice and assistance based on the larger agency's history and experience. The QBS Advisor can also assist in formulating the scope of work or recommend prior alternative studies to determine a more specific scope. 3.2 Establishing a Selection Time Frame To keep the professional consultant selection process proceeding smoothly, owners should establish a time frame for completion of the selection process. Establishing the time frame prevents misunderstand- ings and last-minute "surprises" that might delay or sidetrack the process. The time frame for each project will differ, depending upon the nature of the project, the concerns of the owner, and other factors and must allow for proper planning and administration between each step of the selection process. In some instances, a tour of existing facilities may be provided to firms before short - listing. A sample form is included for guidance in developing a time frame. (See Appendix 4.1, Schedule of Activities.) 3.3 Compiling a List of Professionals Consultants How does the owner identify professional consultant firms from which to request statements of qualifications? Some of the factors that should be considered are: The type of firm needed, e.g. architectural, engineering, surveying, or other related professionals. Special competence, experience or expertise within the general professional categories listed above. A short-list of firms that the owner can evaluate. The geographic location and distribution of the firms if this consideration is relevant to the project. 7 Qualifications -Based Selection Advertisements for Public Projects Placing public notices of projects in newspapers and trade or professional publications is often used to advise professional firms of needed service. Such announcements will reach many in the professional consultant community, and will usually result in a large number of responses. If this approach is used, the advertisement should specify a person to contact in the owner's organization to obtain a package of information regarding the project and the information to be submitted. Many agencies maintain a database, for use by all managers, listing firms with known expertise and others who have indicated an interest in the agency's project. A common agency practice involves letters or postcards to consultants on their list to solicit expressions of interest in the particular project. It is important that such statements of interest be available to all the agency's employees who may be prepar- ing RFQs. Also, It is appropriate to telephone a number of firms to be sure they are aware of the advertisement. Directories Most professional organizations publish directories or make mailing lists of member firms available. These often can help owners identify firms with interest and/or experience in specific types of projects. The American Institute of Architects, California Council; the California Council, American Society of Landscape Architects; American Society of Civil Engineers; Consulting Engineers and Land Surveyors of California; Califomia Geotechnical Engineers Association; California Society of Professional Engineers; Association of Engineering Geologists, Califomia Sections; Structural Engineers Association of California, and many other organizations maintain directories to help owners locate firms. Directories usually can be found in the reference section of the local library. Local telephone yellow pages and other kinds of com- munity business directories also can be used to identify professional consultant fines. Referrals To identify firms more selectively, a public owner may wish to contact other public owners which have recently used professional consultant services on similar projects. How many firms should be included on the list? There is no exact formula. The owner should determine the number appropriate for the specific project and circumstances. 3.4 Request for Qualification Documents A Request for Qualifications (RFQ) can be used to obtain the names and credentials of interested profes- sional firms. Public owners also may be required to advertise for interested professional consultant firms. It is essential that all firms receive the same materials so that all the firms' responses will be based on the same project specifications and constraints and, therefore, can be compared fairly. A list of firms to which the RFQ is sent should be maintained and made available to facilitate consultant/ subconsultant teaming and evaluation of the competition. Some agencies mail this list out as part of the RFQ package. The QBS Advisor can provide advice on formulating the RFQ and additional data as requested. Sample forms for this step in the QBS process are included. (See Appendix 4.2, Request for Letters of Qualifications: Sample Memo; 4.3, Requirements for Letters of Qualifications; and 4.4, Preliminary Scope of the Work.) 8 Qualifications -Based Selection 3.5 Selection Review Group A selection review group should be appointed to evaluate qualifications, interview candidates and rank the firms for selection. The group should include a representative from the department responsible for administration of the consulting contract, as well as a representative from the department responsible for the project's functions and functionality. In addition, the group should include other individuals who are stakeholders in the success of the project, such as neighborhood associations, as well as qualified professional individuals who have knowledge or capabilities that are valuable in interviewing prospective consultants. On special projects, such as City Halls, City Council members or other elected officials may wish to be included in the selection review group. Frequently, the owner does not have several people with expertise on projects with similar scope to that required for the anticipated project. In such cases, it is helpful to enlist the aid of known experts from surrounding public owners or private consultants to serve as members of the selection review group. 3.6 Evaluating Qualification Submittals It is recommended that the owner establish a policy that qualifications submittals received after the deadline will not be considered. The number of firms to be included on the short-list, and then interviewed, may vary depending on the size and scope of the project. A sample evaluation form is provided in the appendix to assist with reviewing and short -listing firms based on their qualifications submittals. The QBS Advisor can help the owner tailor this form to meet the specific project needs. (See Appendix 4.5, Letters of Qualification Evaluation.) If the owner desires, the QBS Advisor may sit in with the selection committee in an advisory capacity to answer questions and provide guidance. The QBS Advisor should not vote or evaluate the proposals. A form also is included for checking references of firms in which the owner is particularly interested. References should be checked between the time qualifications submittals are received and the time the selection committee meets to develop a short-list. (See Appendix 4.6, The Reference Check.) As desired, the agency may include considerations of grant requirements, knowledge of local conditions, special expertise, and equal opportunity into the evaluation process. This may require some advance research into regulations or other requirements. Candidate firms should be made aware that these factors will be considered in making the selection. Professional consultants make their own independent business decision in responding to RFP/Qs. However, a public owner should bear in mind when requesting sketches, cost estimates, site planning, master planning and so forth at this stage, that a professional consultant is also a business person, and one of his/her most obvious costs are direct labor and expenses incurred in the development of designs and plans. 9 Qualifications -Based Selection 3.7 Establishing a Short-list of Firms to be Interviewed Based on the evaluation of qualifications submittals and reference checks discussed in the preceding section, the owner can establish a short-list to be interviewed. Because all firms that submitted qualifica- tions committed time and expense to pursue the project and may be holding staff commitments, the owner should promptly contact the firms not selected for the short-list as well as those to be interviewed. The memo sent to firms that did not make the short-list can express thanks and identify the firms that will be invited to interview. A sample memo is included. (See Appendix 4.8, Memo to Firms the Submitted Letters/Statements of Qualifications for Firms Not Selected for Interview.) Firms selected for interviews should immediately be sent information regarding interview requirements. The amount of time allowed for preparation before the interview should be commensurate with the complexity of the project. A sample memo to short-listed firms is included. (See Appendix 4.7, Memo to Short-listed Firms to be Interviewed/Tour of Facilities/and Criteria) This memo,along with scoring and evaluation sheets, should be tailored to meet the owner's criteria, specific priorities, and concerns. 3.8 Tour of the Site/Facility In many major or complex projects, a tour of a project site or facility can be an important part of the selection process. These tours provide interested professional consultant firms with the opportunity to obtain first-hand information on the proposed project and have their questions answered. Tours can be handled one-on-one, with the owner's representative meeting with the representative of one firm, or a group tour with all interested firms meeting for review of the site and/or facility. Often, pre -selection conferences held at a neutral site, where all consultants/sub-consultants interested in the project may interact, is one alternative for consideration by the owner, who must also decide whether pre -selection tours for all interested firms or only to short-listed firms are appropriate. The QBS Advisor can help make this decision. 3.9 Interviewing the Short-listed Firms Purpose Interviews with the short-listed firms allow the owner to compare the firms' different approaches to the design process, as well as their interpretations and understanding of the specific project requirements. The owner should not expect sketches, models, or other design work for the project at thls time. The design requirements for even simple projects can be quite complex, and at this stage, the profes- sional consultant will not be sufficiently aware of the owner's needs and requirements to be able to produce a meaningful design solution or project cost and fee information. The interviews allow for evaluation of the personal styles of each firm's principals and/or project manag- ers, and their compatibility with the pre -identified criteria for the project. It is imperative that design personnel assigned to the project, as well as key representatives from the firm's sub -consultants, be present at the interview. When appropriate, it is essential for the project users to be involved in the interview, e.g., citizen, business, or other community groups which have a stake in the project. Direct interaction between the owner/user and the professional consultant/sub-consultants is essential for the development of a design that truly meets the owner's needs. The QBS Advisor may sit in on the inter- views, but should not directly participate. 10 Qualifications -Based Selection Set-up The physical set-up for the interview should be comfortable, with good acoustics and ample room. A separate waiting area should be provided for other firms to be interviewed. Equipment such as black- boards, flip charts, and audio-visual screens probably will be useful if available, although most firms will bring the equipment they need. Since equipment set-up time may cause some delays, two rooms should be used, if possible. While one firm is being interviewed in the first room, another firm can set up in the second room. This ensures that important interview time is not spent checking equipment. Interviews are usually held in closed sessions unless applicable statutes or regulations require an open public meeting. In such cases, the firms should be notified of this in advance. Some Interviewing Guidelines The following are suggested guidelines for setting up and conducting the interviews. (See Appendix 4.9, The Interview: Questions and Score Sheets; 4.10, Optional Interview Form; and 4.11, Example — The Interview:: Questions and Score Sheets.) Interview only those firms short-listed to ensure that all interviewed firms have had equal opportu- nity to prepare presentations. Adequate time should be scheduled for each presentation, usually 45 minutes. A 45-minute interview is fair, reasonable, and informative for most project selection, with more time being allowed for unusual or complex projects. For example, 5 minutes for introductions and preliminary remarks by the interview chair; 20 minutes for the presentation of the qualifications; 15 minutes for questions and answers; and 5 minutes for a closing summary by the consultant. Schedule adequate time between interviews for the committee to discuss the presentation privately before beginning the next interview. • Schedule all interviews on the same day, if possible. This permits the committee to compare all of the interviewed firms while information is fresh in their mind, and ensures consistent interview scoring. Using 45-minute interviews, an owner can schedule six in one day, including committee rating, discussion, and decision time. Overnight delays tend to influence judgments. The evaluation criteria for the interview scoring system should be sent to all firms as an attach- ment to the memo requesting qualifications. While it is appropriate to question firms about their approach to the design of a project, owners should not ask for an actual design solution during the interview. Appropriate and responsive designs require considerably more interaction between owner and design professional than is possible during the selection phase. Preconceived design solutions brought to the table by either the design professional or owner rarely address the true needs of the owner's program. Considerable time and effort, however, may be expended trying to salvage preconceived ideas and make them fit the program. This actually im- pedes progress and prevents the exploration of more responsive solutions to identified design issues. Owners may want to ask how firms plan to develop an appropriate level of compensation for their professional services. However, compensation amounts are best resolved through detailed discussions with the firm finally selected, and only after there is a comprehensive and mutual understanding of the actual scope of services. There is no basis to finalize a fee, Including the 11 Qualifications -Based Selection use of a two -envelope system, until after a detailed and specific scope of work is negoti- ated. Only then can a fair and reasonable fee be established. Good, open communication is essential to avoid misunderstandings at a later date and to ensure that the firm has included in its scope of services the owner's expectations for the project as well as all detailed requirements. Let all firms know when the selection decision will be made and when they will receive communi- cation regarding their status. It is recommended that, if possible, the committee's decision be made on the same date as the interviews, after the committee has had ample time to evaluate all firms. Technical proposals should be required only when the project is well defined, and if the significance of the project justifies the expense and time to the short-listed firms and the owner. The process of utilizing technical proposals will add several weeks, and commensurate cost, to the preparation time for the short-listed firms. The owner also will require technically -experienced staff, as well as several additional weeks to review the technical proposals. A technical proposal may be requested from short-listed firms. This technical proposal can be used as a forerunner to the interviews, in conjunction with, or as a substitute for the interview. The technical pro- posal should be requested of each of the short-listed firms. The request should include the areas to be addressed in the technical proposal. A sample request letter for the interview process is included in the Appendix. (See Appendix 4.13, Memo to Short-listed Firm When Technical Proposal Is Requested.) 3.10 Ranking the Firms in Contention for Selection An evaluation form that includes a weight and a score for each criteria/question is useful for evaluating, ranking and, finally, selecting the most qualified firm. Each firm should be evaluated separately by each interviewer during the presentation and interview. However, members should engage in candid discussion regarding their concerns about interviewed firms that might not be reflected in the weighted scores. When all the interviews have been concluded, the head of the selection committee should compile the individual score sheets. This system provides a documented record of the selection process as support for the committee's actions. It is recommended that committee members take the time to achieve a consensus rather than just ranking and selecting by majority vote. A public owner should keep in mind that weight- ings and score sheets are just one tool for ranking firms in contention for selection. A sample evaluation/ranking system is included. (See Appendix 4.12, Group Interview Evaluation Form; 4.15, Technical Group Proposal Evaluation Form; and 4.16, Example — Group Technical Proposal Evaluation Form.) If technical proposals are included in the process, the results of the review should be incorporated in the evaluation process. (See Appendix 4.14, Technical Proposal Score Sheets.) If requested, the QBS Advisor can sit in on the selection committee meeting to determine ranking follow- ing any interviews. The QBS Advisor should offer guidance only and should not offer opinions or indi- vidual evaluations. 12 Qualifications -Based Selection 3.11 Post -Selection Communications After interviews and/or technical proposal reviews and ranking are completed, a post -selection memo should be prepared and mailed to all firms that participated in the process. (It is customary for owners to provide this information as a courtesy to the firms.) A sample post -selection memo is included in the Appendix. (See Appendix 4.17, Memo to All Professional Design Firms that were Interviewed.) After a contract is awarded, a debriefing for each short-listed firm should be provided upon request. The debriefing will include information on ranking and scoring of that firm's proposal, including the firm's perceived strengths and deficiencies. 3.12 Negotiating an Agreement with the Selected Firm As soon as possible after selection, the owner should begin negotiations with the firm deemed most qualified. Once the scope is completed, the consultant must then prepare his/her final cost proposal. At this point, it may be necessary for the owner to propose renegotiating the scope to get the cost to an acceptable level. Also, there may be extensive discussion regarding which fee basis (lump sum, percent- age, cost plus percentage, cost plus fixed fee, etc.) will actually be used. However, the QBS process facilitates an early understanding of the project scope and requirements. If agreement on the scope of services and compensation cannot be reached, negotiations with the first -ranked firm should be termi- nated, and the owner should open negotiations with the second -ranked firm. The following considerations also are suggested: A detailed and comprehensive scope of services should be developed jointly by the owner and the top -ranked firm. This is often accomplished through one or more meetings of the professional consultant and the owner, after which the professional consultant submits a project and work plan. The work plan should list consultants and the roles and responsibilities of all members of the design team, as well as the responsibilities of the owner. Once there is agreement on the work plan, the design firm should submit its proposal for compensation to initiate fee negotiations. A written contract should be used. The parties may wish to use the owner's standard form of agreement of the public agency, or that of The American Institute of Architects, the Engineers' Joint Contract Documents, or the standard agreement of the professional association to which the professional consultant belongs. These contracts are widely used, time -tested, and designed to coordinate the needs of the owners, contractors, and design professionals. Often, some modifica- tions or amendments are necessary to meet the needs of both parties and competent counsel should be utilized to assist in finalizing the written contract. The agreement between the owner and professional consultant should ensure that both parties have the same expectations and understanding of the project requirements. When project responsibilities of both the owner and design professional are understood and compensa- tion is determined, an agreement to enter into a contract has been reached. The owner, through the normal written procedure or process, authorizes commencement of design services and thus completes the selection process. 13 Qualifications -Based Selection The QBS Advisor may be able to offer assistance as negotiations proceed or become bogged down. However, because of the potential for conflict of interest, the QBS Advisor must not be involved in any contract negotiations. The QBS Advisor's role is to provide guidance for the owner's negotiation or negotiating team. 3.13 The Role of the QBS Advisor There is nothing magic about qualifications -based selection. Any public owner with the time, energy and resources can develop a QBS system, either for an individual project or for continued governmental use. The reality is that while many owners do not have the time, resources and/or motivation to develop the system, they will use QBS when a QBS Advisor is available to help show them the process and provide materials and assistance. The QBS Advisor may be a senior professional in an architectural, engineering, surveying, geotechnical, or landscape architectural firm, or a senior professional manager In a large public works organization which routinely utilizes QBS procedures to retain consultants for studies, design, and construction. He or she should have major experience pertinent to the consulting work involved, and at least ten years experience in "responsible charge" of professional work. The QBS Advisor is process -oriented, a good listener and an articulate spokesperson and trainer. The QBS Advisor will not attempt to influence the selection of any specific professional design firm. The QBS Advisor will help the public owner implement a process for the selection of a competent and qualified firm and serve as a resource for the owner throughout the selection process. The status, requirements and time schedule for each individual project will vary. The following outline of the QBS procedure, as it has generally worked, is presented as a guide for the owner. It is not intended to be a definitive statement of the QBS procedure, but should be adapted and modified to suit an individual owner's needs. (See Appendix 4.19, QBS Advisor Evaluation Form.) The QBS Advisor is: Independent of any firm submitting a proposal fora particular project. Speaking for all the design professionals, including architects, engineers, planners, surveyors and landscape architects. The QBS public owner assistance program is available: Out of concem for the misunderstanding that owners often have about how to select design professionals. • To help the owner become a more informed consumer. To help the owner develop and use an objective selection method. 14 Qualifications -Based Selection To help the owner's selection of a design professional progress in a timely and equitable manner. To help the owner develop the right tools for selecting a qualified firm for the project. To help the owner obtain the most cost-effective and appropriate project. The QBS Advisor will: Meet with the owner, board, committee, staff, individual or group to provide information on what professional consultants do, and explain the advantages of the qualifications -based method of selecting a professional consultant. Assist with the development of materials to be used by the owner, based on the owner's indi- vidual needs and specific requirements. • Assist with the development of the general statement of services desired (scope of work) for distribution to interested firms. Provide assistance on customizing materials and communications, answer questions, and provide ongoing guidance throughout the selection process. Assist in preparing the RFP/Q. Assist in the selection process (but not the selection itself). Assist in the negotiations. This assistance is limited to providing advice only and will not include fee estimates or indications of the appropriateness of any proposed compensation. Provide other resources, such as additional materials or referrals to owners who have used the QBS process, and general assistance as appropriate. The QBS Advisor will not: Recommend a firm or firms. Provide an evaluation or critique of any design professional or firm. • Dictate the process to be used in selecting a design professional. Participate in the interviewing process except as an observer. Participate in contract negotiations between the owner and the selected design professional firm (the QBS Advisor may provide guidance only). Warrant or in any way be responsible to the firm and/or owner as to the timely and proper completion of the selection or process. Have any personal or firm interest in any proposal submitted. 15 Qualifications -Based Selection 3.14 Additional Discussion Nothing in this workbook is intended or should be read to prohibit any member of the A & E Conference Committee of California from submitting price quotations at any time during the design professional selection process or to suggest that to do so is unethical, unprofessional, or contrary to policy. Nor should this workbook be read as in any way prohibiting any building or project owner from requesting such submissions. The A & E Conference Committee of Califomia does, however, advocate that public owners voluntarily adopt the qualifications -based approach to design professional selection. This workbook is not written for private, non-govemmental owners. 16 Qualifications -Based Selection 3.15 Organizations with Lists of Design Professional Firms Lists of design professional firms are available from the following organizations: The American Institute of Architects, California Council (AIACC) 1303 J Street, Suite 200 Sacramento, CA 95814 916/448-9082 American Society of Civil Engineers (ASCE) 2550 Beverly Boulevard Los Angeles, CA 90057 213/386-6291 California Council, American Society of Landscape Architects (CCASLA) 925 L Street, Suite 250 Sacramento, CA 95816 916/447-7635 California Geotechnical Engineers Association (CGEA) P. 0. Box 431 Yorba Linda, CA 92686 714/777-3423 Association of Engineering Geologists, California Sections (AEGC) 2500 Townsgate Road, Suite E Westlake Village, CA 91361 805/373-0057 California Society of Professional Engineers (CSPE) 1005-12th Street, Suite J Sacramento, CA 95814 916/442-1041 Consulting Engineers and Land Surveyors of Califomia (CELSOC) 1303 J Street, Suite 370 Sacramento, CA 95814 916/441-7991 Structural Engineers Association of California (SEAOC) Paul Fratessa, President Paul F. Fratessa Associates, Inc. 360-22nd Street, Suite 850 Oakland, CA 94612 510/452-2283 17 Qualifications -Based Selection 4.0 Appendix Information & Example Materials The forms and materials included are designed to provide basic formats that can be adjusted to meet specific project needs. The QBS Subcommittee of the A & E Conference Committee of California will help an owner develop a set of materials to get the selection process started. MEMOS AND MATERIALS TO BE MAILED TO THE FIRMS INVOLVED: 1. Alert firm on owner's list of potential consultants via postcards and follow-up letters to firm which have indicated an interest in being considered for the short-list. 2. Request for letters of qualifications and enclosures: • Requirements for letters of qualifications. • Schedule of activities for the selection time frame. • A general statement of services desired (scope of the work). • Interview questions and score sheet for ranking firms • Group interview evalution forms 3. Memo to firms that submitted letter of qualifications but were not selected for an interview. 4. Memo to short-listed firms for information on interview and site visitations, with enclosures: 5. Memo to short-listed firms when technical proposal is requested, with enclosures: • Review questions and score sheets for ranking firms. 6. Memo to all firms that were interviewed. FORMS AND INFORMATION FOR USE BY THE OWNER DURING THE SCREENING AND INTERVIEW PROCESS: 7. Alternative interview score sheet for ranking short-listed firms. 8. Ranking form for evaluation of the letters of qualifications received. 9. Form for checking the references of firms under consideration. 18 Qualifications -Based Selection 4.1 Schedule of Activities The following schedule has been established by: [Owner] for: [Project] Date] 1) Identification of needs finalized by the owner. A scope of work in general terms developed. 2) Identification by owner of interested and potential professional design firms to receive memo requesting letters and statements of qualifications. 3) Memo requesting letters and statements of qualifications mailed to interested and invited firms. 4) Letters and statements of qualifications due. [Allow minimum of 10 days for firms to submit materials.] Note: Before the next action date, references should be reviewed. 5) Develop short-list of firms selected for interviews. Selection should be based on qualifications, references, and compatibility with owner's project. 6) Memo mailed to short-listed firms advising date for interviews and pre -interview tour or tours of site and/or facilities, along with criteria to be reviewed during the interview. 7) Memo mailed to all firms, excluding short-listed firms, informing them of firms to be interviewed and expressing appreciation for their interest. 8) Tour or tours of facilities at [time] and [location]. [Should be scheduled at least ten days before interviews, to allow for preparation.] 9) Schedule interviews for short-listed firms, at times and locations previously communicated. The best firm for the project to be selected, based on qualifications. 10) Contract with selected firm negotiated and implemented. 11) Memo mailed to all firms interviewed, indicating results of interviews and expressing appreciation for their involvement. 12) Post -selection requirements (public hearings, etc.). 18 Qualifications -Based Selection 4.2 Request for Letters of Qualifications: Sample Memo TO: FROM: [List all firms in alphabetical order] [Owner] [Individual and Title]_ [Telephone Number] RE: Request for Statements of Qualifications Your firm is invited to submit your statements of qualifications to become eligible for a possible interview for professional design' services related to design and construction requirements for the [Owner] . This project's [description] preliminary requirements are based on studies performed by the [Name of committee or group] Attached to this memo are: 1) A list of materials and information that should be included with your statements of qualifications. 2) A general definition of the preliminary scope of the work. 3) A schedule of dates and requirements for the selection process. For firms that are selected for an interview, a tour of the facility and site will be arranged. [This sentence is optional.] Your letters and statements of qualifications with copies should be forwarded to the following address, and should be received no later than 5 p.m. on [day and date] , and addressed to: [Name] [Title] [Address] [Note: Should use architectural," "engineering," or "land surveying" in place of professional design" or other services being sought where appropriate.] 19 Qualifications -Based Selection 4.3 Requirements for Letters of Qualifications (Owner] [Project] Your letters of qualifications should Include the following information: 1) Name, address, and brief history of firm. 2) Resumes of key personnel to be assigned to this project. 3) Related experience during the last two years. (On complex and unique projects, may be extended beyond two years.] For example: a) Include projects where professional consultant services related to design work were performed. b) Include examples of other projects that are similar in scope to this one. c) Include examples of project budgeting, cost estimating, and results. d) Include the name of the project, a contact person, and dollar amount for each example. 4) You are invited to include a maximum of one page [may allow more] of information not included above, if you feel it may be useful and applicable to this project. 20 Qualifications -Based Selection 4.4 Preliminary Description of Services Desired (Scope of the Work) [The development of a description of services desired for each project should include the following information in general terms, and should be limited to one page.] [Owner] [Project Name] [Protect Location, Contact Person, Telephone Number] Identification and involvement of groups (e.g.: boards, committees, citizens' groups, etc.): Description of completed studies, surveys, and preliminary feasibility work relevant to the project, and useful and available to firms that will be short-listed. Requirements for further feasibility planning before development of plans or design work. Project outline and general anticipated requirements. (Example: demolition, renovation, new construction, land use, environmental, waste management, etc.) Anticipated time frame: Projected start Planned finish Selection process/involvement of groups. Other requirements: Referendums, public hearings, etc. 21 Qualifications -Based Selection 4.5 Letters of Qualifications Evaluation (To the following model, you should add or delete questions as appropriate for your specific situation.] It is suggested that the weights and values assigned be on the same scale as those used for interviewing short-listed firms, which you will do later. Highest Number: most value / Rating column: 1-5 points / Weight column: 1-10, depending on importance to the project. A form on the following page is provided for the person in charge of the review group to use, to summarize the results of the process, to narrow the number of firms that submitted qualifications down to the number desired for a short-list (firms to be interviewed). QUALIFICATIONS EVALUATION Owner Contact Person Project Description Professional Consultant Firm Address City Telephone Contact State Zip Rating X Weight = Total 1) Fimi's history and resource capability to perform required services. X = 2) Evaluation of assigned personnel. X = 3) Related experience (as appropriate): • Design Services • Construction Coordination • Demolition • Studies • Other X = 4) Budget, cost controls experience, and results. X = 5) Familiarity with local area — geography and facilities. X = 6) Ability to relate to project requirements. X = 7) Analysis of subjective statements (one page] applicable to the project as required on the RFQ. X = 8) Reference check (evaluation transfer from reference check form). X = GRAND TOTAL: Name of Reviewer (continued) Qualifications -Based Selection (4.5 continued) QUALIFICATIONS EVALUATION SUMMARY (To be used by the review group person in charge, to compile the evaluation results of all letters of qualifications submitted. Note: Enter the grand total for each firm's qualifications (from the respective evaluation sheets for comparative purposes) to select three to five most qualified firms to be interviewed.] Firms 1 2 3 4 5 6 7 8 9 10 Reviewer 1 Reviewer 2 Reviewer 3 Reviewer Reviewer Grand Totals List the top -ranked firms as the short-listed firms to be interviewed. 23 Qualifications -Based Selection 4.6 The Reference Check Owner Project Description [Professional Consultant Firm] on which the reference check is being conducted. REFERENCE INFORMATION: Owner Project Referenced Address Person Contacted Telehone Date Contacted [Based on references provided in firm's letters of qualifications or through networking with other owners who have worked with the firm.] Sample Questions to be Asked: 1. What was your project? 2. When was it completed? 3. Did the firm above do the work? 4. What did they do for you? Design work, construction coordination, studies, other (specify). 5. Who was the staff person assigned to work with you on this project? Were you satisfied with his/her work? 6. Was the project started as scheduled? 7. Was the project completed as planned? 8. Was the budget, cost control, and financial adminis- tration within the planned controls and limitations? 9. Did the firm and (you) the owner work well as a team as it related to the project? 10. Did the firm's personnel work well with the committee/boards and staff on all of the project's specific requirements? 11. What is your overall evaluation of the firm based on your experience? Other questions: GRAND TOTAL Multiply number of questions by 5 for maximum score as appropriate. Add each firm's score following the reference check, and then transfer to the Letters of Qualification Evaluation form as a line item on that firm's evaluation sheet. Exc. 5 Good 4 Ave. 3 Fair 2 Poor 1 Qualifications -Based Selection 4.7 Memo to Short-listed Firms to be Interviewed/Tour of Facilities/and Criteria TO: FROM: [List professional consultant firms in alphabetical order] [Owner] [Individual, Title, and Telephone Number] [Project] RE: Interview Schedule and Requirements The firms listed above have been short-listed and will be interviewed for the professional consultant services related to the work necessary to implement this project. [Specify study, design, other.] Attached to this memo are the following: 1) An interview score sheet, which will be used by the [interviewing group or individual] during the interview session. 2) Evaluation form, which the person in charge will use to compile evaluation scores. 3) Copies of [name of studies or reports] compiled by [name of group] for your information and review. Each firm will be allowed 45 minutes to present qualifications and to answer questions. The interviewers will schedule 15 minutes between interviews for informal discussion of information presented during the preceding interview. At the completion of the interviews, the interviewers will rank the firms interviewed in accordance with their determination of which firm is most competent and compatible to do the work. The firm deemed to be most qualified will then enter into negotiations for a contract to provide the necessary services. If contract terms cannot be reached, the firm ranked second will be invited in for contract negotiations. Interviews will be held on [date] at [address] The order and time of interviews is: Firm A (time) Firm B (time) Firm C (time) Firm D (time) Firm E (time) A tour of the site and/or facility will be arranged for [date] . Please have your firm's representative make arrangements with the owner's representative for a time on this date. 25 Qualifications -Based Selection 4.8 Memo to Firms that Submitted Letters/Statements of Qualifications Not Selected for Interview TO: [List in alphabetical order all firms not asked to interview or tour the facilities] FROM: [Owner] [individual, Title, and Telephone Number] [Address] RE: Status of Selection Process The [Project] [Name of committee or group] expresses its appreciation to you and your firm for submitting your letters of qualifications. After careful consideration of all firms that submitted qualifications, the [Committee board or staff unit] decided to interview the following firms: [List firms in alphabetical order] 1) 2) 3) 4) 5) Although your firm was not selected for an interview, we appreciate your interest in our project, and the resources spent on the preparation of your proposal. 26 Qualifications -Based Selection 4.9 The Interview: Questions and Score Sheets (Owner] [Project] (Firms invited to interview for the captioned project should be prepared to address the following issues during the course of their interview. Questions can be expanded upon as appropriate.] CATEGORIES RATING WEIGHT TOTAL 1) Related project experience. x = 2) Firm's ability and capacity to perform the work. • Key personnel committed to this project • Local office x = 3) Grasp of the project requirements. • Studies • Design • Knowledge of the community • Understanding of project x = 4) Method to be used to fulfill the required services, including design phase. x = 5) Management approach for technical requirements. For example: • Cost controls • Design and construction phase involvement x = 6) Use of consultants that may work on the project. • Discuss in-house resources • Outside sources x 7) Time schedule planned for this project. • Availability x 8) Firm's experience and methods used for: • Budgeting and financial controls • Determining fee and compensation x GRAND TOTAL Instructions for the Interviewers During the interview, rate each firm on a scale of 1-5, with 5 being the highest, in each of the eight categories. Enter the number under "Rating." At the completion of the interview, multiply the rating by the predetermined weight for each category, and enter the total. Add all totals to establish the grand total. The person in charge will combine all of the totals for those participating in the interview session. The preassigned weights are established with a maximum of 10 points for each category. A maximum of 400 points may be awarded, assuming all categories were weighted at 10 and the firm received the maximum 5 rating on each category. Interviewer. Firm: 27 Qualifications -Based Selection 4.10 Optional Interview Form To: (Interviewing Group] Owner: Interview Score Sheet ISSUE Points Possible Awarded Points 1. Similar project experience. 10 2. Discussion of the firm's capacity to perform the work and key personnel committed to the project. 10 3. A discussion of the firm's understanding of the project needs. 20 4. Discussion of the methods the firm proposes to use in providing the required services. 10 5. A discussion of consultants that may be working with the firm on the project. 10 6. Discussion of how the firm will handle the planning, design, and construction phases of the project. Discuss design approach, construction cost controls, and involvement in the design and implementation phases of the work, knowledge of local area. 30 7. Discussion of time schedule the firm proposes to complete the necessary preliminary work, as well as a time schedule for the entire project. 10 Notes: TOTAL 100 Interviewer: Firm: 28 Qualifications -Based Selection 4.11 Example — The Interview: Questions and Score Sheets Hickory Valley Landfill Monitoring Wells (Owner] [Project] [Firms invited to interview for the captioned project should be prepared to address the following issues during the course of their interview. Questions can be expanded on as appropriate.] CATEGORIES 1) Related project experience. RATING WEIGHT TOTAL 3 8 = 24 2) Firm's ability and capacity to perform the work. • Key personnel committed to this project • Local office 5 x 8 = 40 3) Grasp of the project requirements. • Studies • Design • Knowledge of the Community • Understanding of Project 4 x 10 = 40 4) Method to be used to fulfill the required services, including design phase. 4 x 8 = 32 5) Management approach for technical requirements. For example: • Cost controls • Design and construction phase involvement 3 x 7 = 21 6) Use of consultants that may work on the project. • Discuss in-house resources • Outside sources 3 x 5 = 15 7) Time schedule planned for this project. • Availability 5 x 5 = 25 8) Firm's experience and methods used for: • Budgeting and financial controls • Determining fee and compensation 4 x 10 = 40 GRAND TOTAL = 237 Instruction for the Interviewers During the interview, rate each firm on a scale of 1-5, with 5 being the highest, in each of the eight categories. Enter the number under "Rating? At the completion of the interview, multiply the rating by the predetermined weight for each category, and enter the total. Add all totals to establish the grand total. The person in charge will combine all of the totals for those participating in the interview session. The preassigned weights are established with a maximum of 10 points for each category. A maximum of 400 points may be awarded, assuming all categories were weighted at 10 and the firm received the maximum 5 rating on each category. 29 DATE: January 31, 2013 TO: HILLWFG-GOODROW 31407 Outer Highway 10 Redlands, CA. 92373 ATTN: Alan C. Hillwig, PLS FROM: Habib Motlagh, City Engineer RE: Request for Proposal - Construction Surveying Services Line "H" S.D. Improvements and Ramona Expressway Widening Project (Sanderson Avenue to Eagle Road) The City of San Jacinto is soliciting Proposals for construction surveying services for the above referenced project. The services will be provided "On Call" with a 48 hour advance notice. Award of the project is scheduled for February 5th and the start of construction (also commencement of surveying) is scheduled for February 25th. The project duration is one year. This is a Prevailing Wage project. Also, attached is a Professional Services Agreement Contract, please complete your Proposal and the Agreement (note: schedule B is not required) within 10 calendar days from receiving this RFP. Send the documents to Tri Lake Consultants, 170 Wilkerson Avenue, Perris, CA. 92572 Plans are available for viewing at the Tri Lake Consultants offices in Perris and San Jacinto. Please direct questions to Elmer Baumgarten 951943-6504. Scope of Requested Services: Provide centerline monument ties Reset monuments after project construction is complete Refresh vertical and horizontal control points and monuments, set new if required Set laths for R/W at 100' intervals Set hub & lath at 25' intervals (typ. 3' offset) for four lines of concrete curbing (40,000 L.F.) with cut/fill information forTC elevation Set hubs for subgrade control at 50' intervals for WB & EB roadbeds Set slope staking at 50' intervals for WB & EB roadbeds Set offset hub & lath with cut/fill information for C.B. structures (18), for Sewer M.H's (2), for S.D. M.H: s & Junction Structures (15) Set offset hub & lath at 25' intervals with cut/fill information for 7,400 L.F. of S.D. RCP Set offset hub & lath at 25' intervals with cut/fill information for 530 L.F. of RCB culvert with headwalls/wingwalls Set control staking for 128 L.F. of masonry walls Set control staking for 19 driveways and 9 curb returns Set control staking both horizontal and vertical for approximately 3200 L.F. of waterline 10% Contingency for Additional Services Page 1 of 3 alan From: Elmer Baumgarten [elmer@trilakeconsultants.com] Sent: Monday, February 18, 2013 3:12 PM To: alan Cc: Habib Motlagh Subject: Re: Ramona Expressway Project Alan, Sony to tell you that as of today, Hillwig- Goodrow proposal was not the lowest of the three proposals received. The City is recommending that the construction surveying services contract be awarded to the lowest proposal received from Thomsen Company. Again, thank you for submitting a proposal and I am sorry for a premature notification that your firm was selected. The City desires to award professional services contracts to local firms. We at Tri Lake Consultants look forward to receiving surveying services from Hillwig-Goodrow on future projects. Elmer Baumgarten Principal Engineer On Mon, Feb 18, 2013 at 1:07 PM, alan <alan@hillwig-goodrow.com> wrote: Elmer; Last Wednesday we received a phone call from Habib stating that our contract is on hold to allow one more proposal to be obtained from a local firm. I just wanted to check with you regarding the pre -construction meeting that is scheduled for tomorrow morning. Is the meeting also on hold or will it be held as currently scheduled? Are we to attend? Just a little confusion at our end and we wanted to check with you. Thank You. Alan C. Hillwig, PLS Hillwig-Goodrow, Inc. 909-794-2673 office 909-794-2863 fax alan@hillwig-goodrow.com (8mb limit on attachments) hgllc@la.twcbc.com (unlimited attachment size) www.hillwig-goodrow.com (company web page) Warning: Due to the potential that the information set forth on digital/electronic data can be intercepted, damaged, lost, or modified unintentionally or otherwise, use of this digital/electronic media by anyone other than Hillwig-Goodrow, Inc., shall be at the sole risk of such user and without liability or legal exposure to Hillwig-Goodrow, Inc. This email and any files transmitted with it are confidential and intended soley for the use of the individual or entity to whom they are addressed. If you have received this email in error please notify the system manager. This message contains confidential information and is intended only for the individual named. If you are not named addressee you should not disseminate, distribute or copy this e-mail. 7./1 R/2f111 Page 2 of 3 From: Nicole Moreno Sent: Tuesday, February 12, 2013 11:02 AM To: alan Subject: FW: Ramona Expressway Project Alan, I have printed this email for our records and added the meeting to your schedule. Nicole Moreno Administrative Assistant Hillwig-Goodrow, Inc. 31407 Outer Highway 10 Redlands, Ca. 92373 909-794-2673 office 909-794-2863 fax hg@hillwig-goodrow.com (8mb limit on attachments) or nicole@hillwig-goodrow.com (8mb limit on attachments) www.hillwig goodrow.com (company webpage) Warning: Due to the potential that the information set forth on digital/electronic data can be intercepted, damaged, lost, or modified unintentionally or otherwise, use of this digitallelectronic media by anyone other than Hillwig-Goodrow, Inc., shall be at the sole risk of such user and without liability or legal exposure to Hillwig-Goodrow, Inc. This email and any files transmitted with it are confidential and intended solely for the use of the individual or entity to whom they are addressed. If you have received this email in error please notify the system manager. This message contains confidential information and is intended only for the individual named. If you are not named addressee you should not disseminate, distribute or copy this e-mail. wi R/)ni 1 Page 3 of 3 From: Elmer Baumgarten[mailto:elmerCaltrilakeconsultants.com] Sent: Tuesday, February 12, 2013 10:59 AM To: Nicole Moreno Cc: Habib Motlagh Subject: Ramona Expressway Project Alan, Please accept this e-mail as a formal acceptance notice of Hillwig-Goodrow Proposal for Construction Surveying Services for the City of San Jacinto's Line H Improvements and Ramona Expressway Project. The Proposal was in conformance with the requested services as outlined in the RFI. The total Estimate Cost of $112,820 is reasonable and is within the project budget for construction engineering services. The Professional Services Agreement submitted with Proposal will be forward to the City for processing and signature execution. The Agreement will be on the March 5th City Council Agenda for Acceptance. As stated to you on the phone, the project pre -construction meeting is scheduled for Tuesday, February 19, 8:30, at City Hall. We look forward to having your firm as a partner on this project. Elmer Baumgarten Project Engineer 2/18/2013 Spreading Dry Animal Feces and Other Leaf Blower Dangers - Miami - News - Riptide 2.... Page 1 of 3 e/Cv-I‹) 1 1-14-4 k5.0471, Spreading Dry Animal Feces and Other Leaf Blower Dangers --� By Chuck Strouse Published Thu., Oct. 14 2010 at 4:33 PM So Coral Gables Commissioner Ralph Cabrera just called up to say tha trashing his proposal to ban gasoline - powered leaf blowers in Coral Gables was unfair. He claims to have said many other more intelligent things to a reporter than, "Some people look at leaf blowers as a necessity. I look at it as a convenience." Then he sent this namby-pamby fact sheet (which you'll find after the jump) describing all the horrible pollution caused by leaf blowers. A grandmother in her late 5os with a rake can clean a garden as fast as a guy with a blower, he notes. And he cites California cities that have banned em -- Carmel and Beverly Hills among em. Note to Ralph: That's why we don't live in California. Second note to Ralph: Stop driving that damn car all over town and ride a bike. That'll save some energy. Third note to Ralph: Now you have REALLY pissed off my grandmother. Miami is a swamp, Ralph. Things stick to the sidewalk. What we call grass here is crabgrass anywhere else. You need a blower to move it after you cut the lawn. Maybe this is just a Coral Gables thing. Down there, you know, people like Ralph hire workers to clean their sidewalks. They don't actually do it themselves. So they don't see the necessity. Maybe you people who live in the City Beautiful thinks you are like Beverly Hills dwellers. You're not! Mr. Cabrera, grab your damn rake and head to my house. We'll have a blow -off! Leaf Blower Facts The convenience of leaf blowers comes at a cost to public health, the nation's energy supplies, and your wallet. Communities throughout the United States and Canada have either restricted and or banned their use, and some, like Carmel, Beverly Hills, Palo Alto, Laguna Beach, Santa Barbara and Los Angeles, California have banned them outright. Here are some facts about leaf blowers that you ought to know: i.Leaf blowers generate large amounts of airborne dust, including mold spores, allergens, dried animal feces, pesticides and fine particles that increase the http://blogs.miaminewtimes.com/riptide/2010/10/note_to_ralph_cabrera_leaf blo.php?prin... 2116/2013 Spreading Dry Animal Feces and Other Leaf Blower Dangers - Miami - News - Riptide 2.... Page 2 of 3 number and severity of asthma attacks, cause or aggravate bronchitis, or other lung diseases, and reduce the ability to fight infection. The EPA and the California Air Resources Board, in their brochure "Particulate Matter Air Pollution: A Threat To Our Health," advise us; "Avoid using leaf blowers." 2.Leaf blower motors are large emitters of carbon monoxide, nitrogen oxides, hydrocarbons, and fine particles too small to be eliminated by the body's defenses. The gas -oil mixture that fuels two-stroke engines is especially toxic. The American Lung Association reports that a leaf blower motor releases as much smog as 17 cars. This pollution is known to cause cancer and cardiopulmonary disease. 3.The noise from a leaf blower can reach 9o-ioo decibels at the operator's ear. According to the World Health Organization, there is an increasing risk of irreversible hearing damage from noise above 75 decibels. Hearing protectors do not necessarily prevent the damage. Blower noise also increases the risk of accidents, causes sleep deprivation, affects the gastrointestinal system, and increases the likelihood of cardiovascular disease, including heart attacks. Noisy environments impair the hearing health, language development, and learning disabilities of children, and may affect their behavior. 4.Small, two-cycle gasoline engines are notoriously inefficient, consuming large amounts of fuel that the country cannot afford to lose. Electric powered leaf blowers are less polluting and less noisy, but the adverse effects of airborne dust are the same. 5.Leaf blowers have been shown to cause serious damage to soil and landscape plants with their dust -laden 200 mph, hurricane force winds, which cause dehydration and leaf -burn, retard new growth, clog leaf pores, and spread disease spores, insect eggs, and weed seeds. 6.For small lawns of less than a half -acre, garden rakes are nearly as quick as leaf blowers, and do a better job. In Los Angeles, a contest sponsored by the Department of Water & Power showed that a grandmother in her late 5os, using a rake and broom cleaned an area faster than electric leaf blowers and nearly as fast as a gas -powered machine - and she did a better job. Rakes cost far less than leaf blowers, they last much longer, and they require no maintenance. For your health, your safety, and the health of your lawn and garden, use a rake, and ask your landscaper to do the same. For more information about the many adverse effects of leaf blowers can be found at the following websites: http://blogs.miaminewtimes.com/riptide/2010/10/note to ralph cabrera leaf blo.php?prin... 2/16/2013 City of San Jacinto Public Safety Measure Survey Survey Conducted January 26-31, 2013 220-3614 hu,ri ink, _11��.51i��, .11�rc�l�ir�, . lc�t_ cl' �.�.�Ocirrlc'. [i 1$ SANTA MONICA • OAKLAND • MADISON • MEXICO CITY Methodology • Telephone survey (land lines and cells) of a random sample of 400 City of San Jacinto voters at the 50 percent turnout level. Likely June 2013 voters (16 percent turnout) flagged for analysis. • Survey margin of error of 4.9 percent at the 95 percent confidence level. Margin of error higher for subsets of the overall voter sample. • Survey conducted January 26-28, 2013 in English and Spanish; the average survey interview took 24 minutes. San Jacinto Quality of Life, Issues of Concern and City Services Satisfaction • A plurality of voters say the overall quality of life in San Jacinto has worsened over the past three/four year. Nearly a third think it will worsen over the next five years, but more voters believe the quality of life will improve in the future than think it will worsen. However, a fifth of voters saying the quality of life will be the same looking forward also said the quality of life had worsened in the past few years. Younger voters (ages 18-49) are more optimistic than older voters. • Crime in the San Jacinto community is the most important issue for local voters. More than half volunteered something related to crime as San Jacinto's most important issue in an open-ended question, and nearly nine in ten rated "crime" as either an "extremely" or "very" serious concern in a closed -end question. Eight in ten also said "the availability of good -paying, steady jobs in the local area" is a major issue. 0 • Four in ten San Jacinto voters rate "the job being done by San Jacinto's City government in providing services" as excellent or good. But 57 percent qualify the City's provision of services as "only fair" or "poor." Only a quarter give the City positive ratings on the job being done in "managing City funds" and "planning for the future." • There are no dramatic differences according to demographic groups in the assessment of the City's performance in delivering services. However, voters who are higher in income, college graduates, 50 years of age or older, white and male are more inclined to rate the City's delivery of services somewhat more positively. Assessment of Quality of Life in San Jacinto Much better Somewhat better About the same Somewhat worse Much worse DK/NA Over Last Three/Four Years Over Next Five Years 4°o Total Better 14°° 18% 39°0 Total Worse 40% 1100 10°0 3°0 7°0 Total Better 26°0 j 37% 26°o 19°0 Total Worse 29% 1;^0 30°0 .140° 60°o 0°0 1+°o 30°o J50o 60°o -s• 3 Most Important Issues Facing Residents of San Jacinto (Open-end; Top 9 Ranked) Crime 48% Jobs/Economy 28% Gangs 9% Road conditions/Maintenance 8% Need more police/Police patrols 6% Taxes 5% Drugs 4% Education 4% Homelessness/Panhandlers 4% Important Concerns Facing San Jacinto Residents (Closed -end) 1 Issue Serious Concern Extremely Crime, such as burglary, gangs and drug abuse The availability of good -paying, steady jobs in the local area Extremely/Very Serious Concern Somewhat/Not A Concern 61% 87% 13% 53% 81% 17% DK/NA 0% 2% The local effects of the state budget deficit 38% 67% 27% 6% The overall condition of the San Jacinto Valley economy The cost of summer residential electricity bills The adequacy of funding for local public schools 35% 71% 26% 3% 28% 26% The overall amount of state and local taxes San Jacinto residents have to pay 24% Illegal immigration The availability of good quality housing for middle class families at reasonable prices The condition of city -owned landscaping, lighting and parks 57% 43% 1% 58% 55% 34% 8% 42% 3% 21% 41% 56% 2% 20% 48% 7% 26% 48% 72% 3% 2% City of San Jacinto Job Ratings Overall Job Delivering Services Excellent i° 0 DKNA -1o0 Good Poor job.. 16% Only fair 41°0 Excellent 4° 0. DILNA 14° 0 Managin2 City Funds Plannink for Future Good 21°o hihv fair 4500 Public Safety Parcel Tax Measure ■ Initial support is low for a public safety parcel tax measure levying a $345 annual tax on residential parcels. Further information in the survey about the provisions of the public safety measure, including supporting arguments, raises support substantially but still far below the two-thirds vote threshold required for passage. The survey shows the level of voter support for the parcel tax measure is highly sensitive to whether support or opposition messages are heard first. ■ Support for the public safety parcel tax measure is higher -- around 45 to more than 50 percent -- among voters in ZIP code 92582, Democrats, women, voters with four years or more of college education, voters in the 18-49 age range, Latino and non -white voters generally and voters who have a positive opinion regarding the quality of life in San Jacinto. ■ Older voters (50 years plus), Republicans, voters with less than a four year college education, white voters generally, voters in ZIP code 93583 and voters with a more negative opinion about San Jacinto's quality of life are less supportive — 40 percent or less in favor — of a parcel tax measure. Interestingly, there are no important differences in support and opposition according to family income categories greater or less than $50,000 a year. ■ Reducing the dollar amount of the residential parcel tax, shortening the years the parcel tax would be in effect and capping the CPI adjustment improve the vote for the parcel tax measure but not enough to have a major impact. ■ A quarter of all voters were either consistently "don't know" or "swing" voters, the latter meaning they changed positions on the parcel tax measure over the course of the survey's pre- and post - information support/oppose vote questions. Public Safety Parcel Tax Measure as Described in the Survey Measure to Improve Public Safety and Combat Crime in San Jacinto. To better protect San Jacinto residents from crime by increasing the staffing level for sworn City of San Jacinto police officers by 25 percent above the 2013 sworn officer staffing level; improve technical support provided for patrol and detective work by the San Jacinto Police Department; reduce 911 response times for San Jacinto police officers, firefighters and emergency medical technicians; replenish the City of San Jacinto emergency reserve fund and provide a funding source to repay City loans to the existing Community Facilities District for public safety services, shall the City of San Jacinto levy a parcel tax of $345 annually per single residential parcel, $240 annually per multi -family residential unit and $1,200 annually per acre, up to eight acres, for commercial/industrial parcels for a period of twenty years, adjusted yearly by the consumer price index, with a 50 percent exemption for low-income seniors and mandatory annual independent financial audits and citizens oversight, and all funds remaining in the City of San Jacinto? 12 L Support/Opposition: Public Safety Parcel Tax Measure Pre- and Post Information Definitely yes Probably yes Undecided, lean yes Undecided, lean no Probably no Definitely no Need more info/DK/NA Pre -Information 14°0 000 700 15°n 30°0 Total Yes 39% 45°o 60° o 0° 0 Post -Information +I-% Difference 150 o 3000 Total Yes + 51% Total No -7 % 44% J5°o 00°o -3 % 13 Hearing Support or Opposition Arguments First Heard Support First Heard Opposition First Definitely yes Probably yes Undecided, lean yes 10° o Undecided, lean no Probably no Definitely no Need more info/DK/NA 300 1100 76°° 19°o 73°0 Total No 37% 19°0 17°0 900 500 1-4°0 C°o 30°0 Total No 49% U°e 1.1°o 300o 49°o 00°0 0°0 150o 30°o 43Oo dU°e 14 Demographics of Support/Opposition for a Public Safety Parcel Tax Measure By ZIP Code Total Yes © Total No NI\lI DK NA -500 co° a ��°o -17°0 45 a 30°a 15°0 0°0 (% of Sample) 0.?11,,, Il ruT;in, .Ilre d t,vr! va v, 4. n 414 ,.P 4uwfn5 . 4i.1 0 CITY 92582 (28%) 90 0 5300 92583 (72%) oo°o 1;« kloo Demographics of Support/Opposition for a Public Safety Parcel Tax Measure By Political Party Total Yes Total No j. NAB DKN_A 4500 46°0 9°0 52°o 34')0 14°0 25°° 65°° 900 Democrat No Party Preference Other Republican e ,o° o 15% 00. (% of Sample) Demographics of Support/Opposition for a Public Safety Parcel Tax Measure By Permanent Absentee Total Yes 0 Total No NI\11 DK NA 45° ° 46° ° 90 30°0 5S°o Yes No (43%) 1?°o - 00° o -4.S° o 30°° 1.°° Demographics of Support/Opposition for a Public Safety Parcel Tax Measure By Gender Total Yes ❑Total No 7NMI DKN_� 3300 61°o (% of Men Sample) (46 °I%) 7 700 44°o 4300 Women 13°0 Demographics of Support/Opposition for a Public Safety Parcel Tax Measure By Race/Ethnicity Total Ye Total No JNMI DKNA 800 o 2U°o 15°0 (% of Latino African -American Sample) (26%) (2%) 54°0 White (65%) 45°0 45°o 10°o Voters of Color (33%) 19 tl 60°o 45U0 30"" 0°° (% of Sample) Demographics of Support/Opposition for a Public Safety Parcel Tax Measure By Age Total Yes =J Total No NI\ II I)K N.� 48°0 4'VA['l;,5 ;i3x�Y�41 YQ S1[gpl:,r. 43°0 18-49 (44%) 900 3700 5800 50+ (55%) 1000 20 00° ° 4 °o 30°° 15°° 0° ° (% of Sample) Demographics of Support/Opposition for a Public Safety Parcel Tax Measure By Education ❑ Total Yes 0 Total No LJ NMI DK NA 36°0 1118i'7rn. .ih .Sr! YA4I1, 1'O\I. 1 • •,5111K11 • 11•k1•ISI:' • Ftb 5300 Non -College (64%) 10°° 48°0 43°0 90° College+ (36%) -21 7-7 (% of Sample) Demographics of Support/Opposition for a Public Safety Parcel Tax Measure By Income Total Yes o Total No - NMI DIL NA. 50°0 40°0 10" 0 Less than $5OK (49%) 4 A fib e I p,\ A , oIOJ 4'NC: eA7gcrr 41°0 54" 0 $50K+ (32e>.) 500 22 SO0 00° o 41° o 30°o 1.Uo 0°° (% of Sample) Demographics of Support/Opposition for a Public Safety Parcel Tax Measure By City Government Services Rating -1TotalZes Total No N1\11 DK NA 47°0 41°0 12°0 Excellent Good (40%) ." ,e';Ia� 4d:• ri;r :I!=nINAt ib!c4 iligilleglinammarziamm 1. Is ANT,. MO I, • • o i XIf0 11Mannur- 3700 56°0 6°0 Fair Poor (57%) 23 Demographics of Support/Opposition for a Public Safety Parcel Tax Measure By Quality of Life in the Past 3-4 Years Total Yes Li Total No J N \El DIL NA 50°0 46° 0 36°0 5400 10°0 35°0 51°0 (% of Total Better Total Norse Same Sample) (18% 14°o Yes vote Impacts of Variations on Parcel Tax Terms (Total Yes) $300 per ear 37% $245 per v ear 42% 20 years 5 years No CPI cap T« o percent annually 34% 46% 24% 45% 0°, 200, a0°o 00°0 rmdimaat Sll° ° 25 Consistent and Swing Voter Analysis Consitent Yes i6 %`o Swing Voters 2O% Consistent "Don't Knov‘ " 5% a Consistent No 39% 26 Parcel Tax Provisions and Pro and Opposition Arguments ■ With the exception of "indexing the parcel tax to annual increases in the area's CPI," all provisions of the parcel tax measure had majorities saying they were "extremely" or "very" important. The most popular provision was the public vote which would assure state government could not take the parcel tax funds from San Jacinto. ■ All arguments favoring the parcel tax measure made voters more inclined to support the parcel tax measure. The most effective argument explained the economic and social bases for the surge in local crime and insisted that this measure will mobilize a better and larger city police force to combat crime. ■ The most effective argument opposed to the parcel tax cited current difficult economic times and said this is not the time to take another dollar from local people struggling to make ends meet. Arguments in Favor of the Public Safety Parcel Tax Measure (STOP CRIME INCREASE) There has been a surge in burglary and other economic crimes in San Jacinto, many say due to high unemployment, a weak local economy and increased numbers of former prison inmates either released or placed on probation because of prison overcrowding. This measure mobilizes a larger and better equipped San Jacinto police force to combat crime, protect residents and assure greater public safety. (INCREASED RATIO POLICE/ POPULATION) The number of sworn police officers in San Jacinto is currently well below the ratio of sworn officers per thousand residents recommended by the nation's law enforcement experts. By making it possible to increase the number of sworn officers in San Jacinto to one officer per thousand of population, this measure would combat local crime by bringing San Jacinto up to the national standard. (LESS THAN $1 A DAY) The public safety parcel tax is a good deal. For less than a dollar a day, San Jacinto residents will get a major increase in sworn police officers whose sole purpose is to reduce the local crime rate and make San Jacinto safe for everyone (FAIRNESS) The public safety parcel tax is a fair tax. The sole purpose of this parcel tax is to fund improvements in public safety, which benefits everyone in San Jacinto no matter their income, age or ethnicity. By law, the state can't touch the parcel tax revenue, and the parcel tax measure includes a sunset provision, reduced tax for low income seniors and citizen oversight and audits. (END TO INEFFICIENT SUBSIDIES) San Jacinto has a public safety community financing district which covers a third of the City and collects a special tax of $454 annually per single residence parcel. However, this special public safety district does not generate enough funds to pay for the related increase in public safety services. So, the City subsidizes the district by lending it money to cover its expenses. Passing the Parcel Tax measure would end this inefficient special district, reduce the annual special tax on a single residence property while increasing the number of police available for combating crime. Impact of Arguments in Favor of the Public Safety Parcel Tax Measure Stop Crime Increase 64% 10% 26% Increased Ratio Police/Population 58% 14% 27% Less Than $1 A Day 54 % 17% 30% Fairness 53 % 16% 31% End To Inefficient Subsidies 50% 17% 32% 30 Opposition Arguments to the Public Safety Parcel Tax Measure (CITY BUREAUCRATS COVER-UP) This tax proposal is just another scheme by City bureaucrats to cover up their inability to protect people against growing crime. Instead of cracking down on criminals, they want to suck more money out of people's pockets. (NOT TIME TO TAKE MONEY FROM PEOPLE) In these poor economic times with job insecurity, high unemployment and increasing costs for necessities such as gasoline and electricity, this is not the time to take another dollar a day, everyday, from local people who are struggling to make ends meet. (UNJUST TAX) This parcel tax isn't fair. Rich people with big homes pay the same as average folks with smaller homes. The rich ought to pay more because they have more to protect against crime. Impact of Arguments in Favor of the Public Safety Parcel Tax Measure Much/Somewha More Inclined No Not Time To Take Money From People 61 % Less Inclined/ Don't Believe 6% No Effect/ DK/NA 33% Unjust Tax 55% City Bureaucrats Cover-up 52% 15% 31% 16% 32% Suggestions/ Recommendations • Focus on the November 2014 election when the local electorate will be larger and have greater proportions of voters likely to be sympathetic to a parcel tax increase for public safety purposes. • Consider modifications to the parcel tax measure's levy per residential parcel, sunset provision and CPI cap, which the survey suggests increase support. • Facilitate the formation of a citizens' committee in 2013 to sponsor a Public Safety Parcel Tax measure at the 2014 general election. • Conduct a City -sponsored communications campaign, starting in 2013 and coordinated with the citizens' committee, to educate voters regarding the crime reduction benefits of increasing the number of sworn police officers and paying for them with a parcel tax measure. For more information, contact: Richard Maullin 2425 Colorado Ave., Suite 180 Santa Monica, CA 90404 Phone (310) 828-1183 Fax (310) 453-6562 Richard@FM3research.com Ft,-banik, laslin, A-1car11in, Met c Associates - 113 Public Opinion Rcsmq h c 5 i of °fir SANTA MONICA • OAKLAND • MADISON • MEXICO CITY