partner engineering and science, inc
TRANSCRIPT
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Index
Date: January 8, 2018
Page 1 of 59 4
A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Offer Forms (Attachments)
Date: January 8, 2018
ATTACHMENT 1 ........ OFFER AND ACCEPTANCE FORM ...................................... 2
ATTACHMENT 2-A .... EXPERIENCE AND CAPACITY ............................................. 3
1.0 ..... FIVE (5) EXAMPLE PROJECTS ...................................................................... 3
ATTACHMENT 2-A .... EXPERIENCE AND CAPACITY ............................................. 7
2.0 ..... EMPLOYEES BY DISCIPLINE ......................................................................... 7
3.0 ..... FIRMS EXPERIENCE AND REVENUE ........................................................... 9
4.0 ..... FIRMS SERVICES ........................................................................................... 9
5.0 ..... EXPERIENCE REFERENCES: ...................................................................... 10
ATTACHMENT 2-B .... ORGANIZATION PROFILE .................................................. 13
ATTACHMENT 3-A .... METHOD PROPOSAL .......................................................... 15
ATTACHMENT 3-B .... KEY PERSONNEL PROPOSAL ........................................... 16
ATTACHMENT 3-C ... PROPOSED SUBCONTRACTORS ..................................... 47
ATTACHMENT 3-D ... PERFORMANCE GUARANTEE ........................................... 49
ATTACHMENT 3-E .... ISRAEL BOYCOTT FORM ................................................... 50
ATTACHMENT 4 ........ PRICING SHEET .................................................................. 51
ATTACHMENT 5-A .... CONFIDENTIAL INFORMATION DESIGNATION ................ 52
ATTACHMENT 5-B .... CONFORMANCE STATEMENTS ........................................ 55
ATTACHMENT 5-C ... INSURANCE EVIDENCE ..................................................... 58
ATTACHMENT 5-D ... OFFER CHECKLIST ............................................................. 59
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Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 2 of 59 4
A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Attachment 1
Offer and Acceptance Form
SUBMISSION OF OFFER: Undersigned hereby offers and agrees to provide qualifications for 2018 Annual Professional Services List in compliance with the Solicitation indicated above and our Offer indicated by the latest dated version below:
Initial Offer:
1. JW
date initial
Partner Assessment Corporation dba Partner
Engineering and Science, Inc. JW
Offeror company name Signature of person authorized to sign Offer Initials
4518 N 12th Street, Suite 201 John Wharff, Managing Principal
Address Printed name and title
Phoenix, AZ 85014 Betsy Miller, Technical Director
City | State | ZIP Contact name and title
20-8264379 [email protected] 602-513-5791
Federal tax identifier (EIN or SSN) Contact Email Address Contact phone number
CERTIFICATION: By signature in the above, Offeror certifies that it:
1. will not discriminate against any employee or applicant for employment in violation of Federal Executive Order 11246, [Arizona] State Executive Order 2009-9 or A.R.S. §§ 41−1461 through 1465;
2. has not given, offered to give, nor intends to give at any time hereafter any economic opportunity, future employment, gift, loan, gratuity, special discount, trip, favor, or service to a public servant in connection with the submitted offer. Failure to provide a valid signature affirming the stipulations required by this clause will result in rejection of the Offer. Signing the Offer with a false statement will void the Offer, any resulting contract, and may be subject to legal penalties under law;
3. complies with A.R.S. § 41-3532 when offering electronics or information technology products, services, or maintenance; and
4. is not debarred from, or otherwise prohibited from participating in any contract awarded by federal, state, or local government.
ACCEPTANCE OF OFFER: State hereby accepts the initial Offer, Revised Offer, or Best and Final Offer identified by number ADSPO18-00007887 at the top of this form, and which was dated__________ (the Accepted Offer). Offeror is now bound (as Contractor) to carry out the Work under the attached Contract, of which the Accepted Offer forms a part. Contractor is cautioned not to commence any billable work or to provide any material or perform any service under the Contract until Contractor receives the applicable Order or written notice to proceed from Procurement Officer.
State’s Contract No. is: ADSPO18-00007887 The effective date of the Contract: __________ Contract awarded: __________
Procurement Officer signature Procurement Officer printed name
Contract qualification award can be viewed at https://spo.az.gov/procurement-services/professional-services
1/23/18
1/30/18-1/30/19 1/30/18
Sean Wulfekuhle
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 3 of 59 4
A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Attachment 2-A Experience and Capacity
STATE MAY DETERMINE YOUR SUBMITTAL IS NON-RESPONSIVE IF YOU DO NOT ANSWER ALL QUESTIONS FULLY.
DEFINITIONS
Branch Office: A geographically distinct place of business or subsidiary office of a firm that has a key role on the team.
Discipline: Primary technical capabilities of key personnel, as evidenced by academic degree, professional registration, certification, and/or extensive experience.
Key Personnel: Individuals who will have major contract responsibilities and/or provide unusual or unique expertise.
Parent Company. Identify controlling company name in this field if the Firm is owned or controlled by another company.
Structure: How a business is organized to accomplish its objectives (ie, Sole Proprietor, Limited Liability Company, Cooperative, Corporation, Partnership, S Corporation). See chart below for example:
1.0 Five (5) Example Projects
List no more than five (5) example projects which best illustrate firm’s qualification for this contract in the chart provided below. Select
projects where multiple team members worked together, if possible, that demonstrate the team’s capability to perform work similar to that
required for this qualifications list contract. (NOTE: The integrity of the chart table columns shall remain unchanged, however the rows for
each project may be expanded by the Offeror to accommodate the information).
a. Title and Locations of project or contract. For an indefinite delivery contract, the location is the geographic scope of the contract.
b. Enter the year completed of the professional services (such as planning, engineering study, or design), and/or the year completed if construction. If any of the professional services or the construction projects are not complete, leave Year Completed blank and indicate the status in Brief Description of Project and Relevance to This Contract (block f).
c. Project Owner or user, such as a government agency or installation, an institution, a corporation or private individual.
d. Provide the original budget or not to exceed dollar amount for the project.
e. Provide the Total Cost of the Project. If any of the professional services or construction projects is not complete, indicate the percentage compete and whether this project will be on budget, over or under budget.
f. Brief Description: Indicate scope, size, and length of project, principle elements and special features of the project. Discuss the relevance of the example project to this contract.
Entity Type Structure
Corporation S Corporation or C Corporation, or Professional Corporation
Cooperative Cooperative
Partnership
General Partnership, Limited Partnership, Limited Liability Partnership, Limited
Liability Limited Partnership
Sole Proprietor Sole Proprietor
Limited Liability Company Limited Liability Company or Professional Limited Liability Company
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 4 of 59 4
A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Title and Location of Project
Design Completion Year
Construction Completion Year
Project Owner
Project Original Budget (or not to exceed amount)
Total Cost of the Project
Brief Description of Project
ENGINEERING AND AMERICANS WITH DISABILITIES ACT (ADA) SURVEYS, PORTFOLIO OF PROPERTIES
Throughout AZ
2016 2017 RED Development, LLC
$21,000 $21,000 Since 2016, Partner has provided engineering consultation and ADA assessments for RED Development, LLC, a market-leading asset management firm. RED Development works with property owners to improve assets, and to that end Partner has provided ADA Survey and recommendations on three key retail centers near Phoenix, Chandler Festival, Camelback Colonnade and Chandler Gateway.
Partner’s ADA team evaluated the properties’ physical features for construction related barriers as they relate to the ADA, and provided the client with recommendations for barrier removal of the conditions and a cost estimate for correction of the conditions. As per client need, Partner’s assessment conformed to ADA Title III compliance.
TECHNICAL INVESTIGATIONS (GEOTECHNICAL AND STRUCTURAL), CASA GRANDE CANAL
Florence, AZ
2017 Ongoing George Cairo Engineering, Inc. for San Carlos Irrigation District
$48,000
On Budget /
Project / complete
$10M+ Partner provided Geotechnical and Structural Investigation(s) for three miles of the Casa Grande Canal in Florence, AZ. working under George Cairo Engineering, Inc. Construction on the Casa Grande Canal is part of a larger project by the San Carlos Irrigation and Drainage District
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 5 of 59 4
A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
(SCIDD) to ensure water from its fifty thousand acres is shared throughout its district. The private company, classified under Water Distribution or Supply Systems for irrigation, along with the help of George Cairo Engineering, Inc., has taken on this project of mammoth proportions. This project began construction in 2010 and is estimated to last over the next ten years. The project includes: rehabilitation of the Ashurst-Hayden Diversion Structure, construction of a Settling Basin at the headworks, concrete lining of the Florence Casa Grande Canal and the Casa Grande Canal, new check structures, flow control structures, and flow measurement structures throughout the main and lateral system of the district.
CONSTRUCTION ADMINISTRATION & INSPECTION, TRELLIS
Apartment Complex
Phoenix, AZ
2016 / 2017 Ongoing Wells Fargo $23,000
On Budget /
Project on
going
$33,000,000 Partner is performing the Construction Administration and Inspection for the Trellis Apartment Complex in Phoenix Arizona.
The project consists of the new construction of six (6) apartment buildings, containing a total of 306 dwelling units, plus a clubhouse, maintenance building, and garages totaling 381,875 SF. Partner’s scope of services began with Document and Cost Review for the project to ensure completeness of the construction documents which was followed by an evaluation of the
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 6 of 59 4
A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
selected contractor. Our team monitors the construction progress each month which includes recommendation for Fund Disbursement.
CONSTRUCTION ADMINISTRATION & INSPECTION, CIRCLE ON CENTRAL
2016 ongoing Centennial Commercial Finance Group
$15,900 $54M+ The project is located at 802 North Central Avenue, in the City of Phoenix, Arizona. The property lies at the northwest corner of the intersection of McKinley Street and Central Avenue. The project consists of the construction of one (1) 19- story, 312 unit, approximately 505,000 square foot apartment complex with a limited lobby area and a 342 space, seven story parking structure and related site improvements. Partner’s services include Document and Cost Review; Contractor Evaluation, Construction Progress Monitoring and Funds Control and Disbursement. Our monthly monitoring includes review of materials testing reports, permit review and construction-status reports to our client.
Multi-Scope Inspections, Goleta Community Center
Goleta, CA
2016 2017 City of Goleta $50,000 $50,000 Property Assessments including, Structural, Environmental and MEP, Asbestos Screening, Mold and Lead Paint Screening
Structural and Probable Maximum Loss
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 7 of 59 4
A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Attachment 2-A Experience and Capacity
STATE MAY DETERMINE YOUR SUBMITTAL IS NON-RESPONSIVE IF YOU DO NOT ANSWER ALL QUESTIONS FULLY.
2.0 EMPLOYEES BY DISCIPLINE
Aeronautical Engineer Electrical Engineer Mechanical Engineer
Agricultural Engineer Environmental Engineer Metallurgical Engineer
Archeologist Environmental Scientist Mining Engineer
Architect Fire Protection Engineer Nuclear Engineer
Architectural Engineering
Geodetic Surveyor Petroleum Engineer
Biologist Geographic Information System Specialist
Photogrammetrist
CADD Technician Geological Engineer Project Manager
Chemical Engineer Geologist Sanitary Engineer
Civil Engineer Hydrographic Surveyor Soils Engineer
Construction Manager Hydraulic Engineer Structural Engineer
Construction Inspector Hydrologist Technician/Analyst
Control Systems Engineer
Industrial Engineer Transportation Engineer
Cost Engineer/Estimator Landscape Architect Water Resources Engineer
Enter requested information in the chart provided below:
a. Select disciplines from the List of Disciplines. For employees that do not qualify for any of the disciplines, select “Other”.
b. Each person can be counted only twice; once for his/her primary function and once for his/her secondary function. Primary and secondary functions should be indicated by including a “P” or an “S” in column b after the Description Title is given.
c-d. If the form is completed for a firm (including all branch offices), enter the number of employees by disciplines in column c. If the form is completed for a branch office, enter the number of employees by discipline in column d and for the firm in column c. (NOTE: The Offeror may insert or delete rows in the existing Employees by Discipline chart table on page six (6) as necessary to complete the requirements for Question 2).
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 8 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
EXAMPLE:
a. Discipline Title b. Function: Primary
(P) or Secondary (S)
c. No. of Employees
Firm
d. No. of Employees Branch
Example: Architect P 138 50-Yuma Branch
50-Tempe Branch
38 – Phoenix
Branch
Example: Architect S 20 5-Yuma Branch
5-Tempe Branch
5 – Phoenix
Branch
5- Tucson Branch
a. Discipline Title
b. Function: Primary
(P) or Secondary (S)
c. No. of Employees
Firm
d. No. of Employees Branch
Environmental Engineer/ Scientist
P 287 11 – Phoenix Branch
Construction Inspector P 55 6 - Phoenix Branch
Civil Engineer P 6 4 - Phoenix Branch
Geologist P 19 4 - Phoenix Branch
15 – Headquarters
Water Resources Engineer
P 2 2 – Phoenix Branch
Archeologist P 1 1- Headquarters
Structural Engineer P 29 2 - Phoenix Branch
27– Headquarters
Mechanical Engineer P 2 2 – Headquarters
Fire Protection Engineer P 2 2 – Headquarters
Project Manager P 124 6 – Phoenix
118- Headquarters
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 9 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Technician/Analyst P 175 14 – Phoenix
161 - Headquarters
Total 700
3.0 FIRMS EXPERIENCE AND REVENUE
a. Firm shall complete the document titled “Project Experience Number of Projects and Revenue”, using same document title and upload in .pdf format only as an “Attachment” with firm’s offer in ProcureAZ.
.
4.0 FIRMS SERVICES
a. Firm shall complete the Excel spreadsheet titled “2018 Professional Services List of Firms Services” using same document title and uploaded in Excel format only as an “Attachment” with firm’s offer in ProcureAZ.
.
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 10 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
5.0 EXPERIENCE REFERENCES:
THE PRIME FIRM SHALL LIST A TOTAL OF THREE (3) CLIENT REFERENCES FOR ANY PROJECTS COMPLETED IN THE LAST YEAR
BY THE FIRM (OR A BRANCH LOCATION). REFERENCES MAY BE CONTACTED BY ANY ELIGIBLE AGENCY.
1 Client Company/Address Contact Begin Date End Date
Wells Fargo Real Estate Technical Services
(RETECHS) Joe Palermo 2014 Ongoing
Phone Number Email Address
(623) 207-0253 [email protected]
List project name, project location, original design fee, final design fee, construction costs (if applicable), and program facilities
(What were the uses, facilities, or activities that were built. For example; lift station, parking lot, bridge, playground, sewerage
treatment plant, storm drainage, etc.).
Due diligence services (Phase I ESAs, environmental site assessments, remediation, asbestos and lead surveys, industrial
hygiene) for various National and Arizona Project sites (commercial real estate, vacant land, industrial facilities,
agricultural, gasoline stations, auto-repair facilities, etc.) Fees ∼$5M
Services performed similar to those described in Solicitation
Partner Engineering and Science, Inc. (Partner) has worked with Wells Fargo to perform environmental
consultation on over 180 properties, with a large sum of efforts throughout Arizona including environmental
site assessments, and asbestos/lead surveys and abatement. Mr. Palermo provided the following endorsement of
our firm:
“Partner is among our most trusted consultants at Wells Fargo. The Wells Fargo requirements are demanding, in
terms of stringent technical scopes of work and strict deadlines. (Firm name removed) consistently delivers a high
standard of technical work product to the Bank, on time. As can happen with most projects, if an issue arises during
the execution of a project, (Firm name removed) has shown strong communication and problem solving skills by
contacting Wells Fargo and working through solutions when problems that arise. Collaboration between the Bank
and our consultants is key to our success and Partner is a trusted vendor for us.
In terms of qualifications, Partner has a stable of qualified professionals, including a Certified Industrial Hygienist,
and EPA Approved AHERA inspectors, contractor supervisors, and EPA Lead Risk Assessors. Our requirements for
asbestos and lead surveys demand experienced, EPA certified professionals. Partner has consistently delivered a high-
quality work product within our scheduling requirements. Additionally, I consider Rod Pawloski to be among the most
knowledgeable and dependable asbestos and lead professionals in Arizona. Having worked Mr. Pawloski for more
than eight years, I have consistently recommended his asbestos and lead services to other clients in the industry and
will continue to do so. His communication skills and technical knowledge are an asset. “
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 11 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
2 Client Company/Address Contact Begin Date End Date
JPMorgan Chase Paul Schmuck 2016 ongoing
Phone Number Email Address
602-221-4831 [email protected]
List project name, project location, original design fee, final design fee, construction costs (if applicable), and program facilities
(What were the uses, facilities, or activities that were built. For example; lift station, parking lot, bridge, playground, sewerage
treatment plant, storm drainage, etc.).
Various due diligence services (Phase I ESAs, environmental site assessments, remediation, asbestos and lead surveys,
industrial hygiene, property condition assessments) for various National and Arizona Project sites (commercial real
estate, vacant land, industrial facilities, agricultural, gasoline stations, auto-repair facilities, etc.) 2017 fees ∼$1M
Services performed similar to those described in Solicitation
We have a long-standing master services agreement with JP Morgan Chase. We are engineers who understand our
client’s business needs. By producing high quality reports conducted by highly qualified staff in a timely manner while
concurrently understanding the end needs of our client, Partner has been a trusted vendor of JP Morgan Chase for close
to a decade. On behalf of JP Morgan Chase, Partner has completed over 350 projects in Arizona, with over 9,000
nationally. These efforts support both JP Morgan’s lending arms and facilities management departments. The majority
of these efforts are Phase I and II Environmental Site Assessments (ESAs) which include asbestos surveys, lead based
paint surveys and, when required, asbestos management plans and abatement oversight. JP Morgan Chase depends on
Partner to provide services that can summarize the risks they are facing related to asbestos and other hazardous
materials in order to manage risk at their facilities. Partner has provided all reports to JP Morgan on time and often
ahead of schedule and has provided consulting on compliance issues related to asbestos when needed.
Partner has completed over 300 Phase IIs for JP Morgan Chase including a project in Arizona in 2017, delineating
contamination and assessing human health risks for a former semiconductor facility that JP Morgan chase intended on
converting to office-campus use. Following the Phase I ESA and identification of Recognized Environmental Conditions
(RECs), we were contracted to perform soil, soil gas, groundwater and groundwater sampling on a 50-acre campus.
Following the Phase II ESA, Partner prepared soil management plans and a Human Health Risk Assessments as well as
assisted in the permitting process. The Phase II work was critical to the purchase of the property and we completed the
work ahead of schedule allowing for a successful transaction. Our work also allowed JP Morgan to make informed
decision about the redevelopment of the property based on our recommendations. The firm has also conducted Phase
IIs across the country for JP Morgan Chase both to serve their lending arm and to assess their bank branches. These
assessments have helped JP Morgan Chase identity potential liabilities due to contamination and have helped them
assess potential risks to employee health.
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 12 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
3 Client Company/Address Contact Begin Date End Date
City of Goleta Claudia Dato 2016 2017
Phone Number Email Address
805-961-7554 [email protected]
List project name, project location, original design fee, final design fee, construction costs (if applicable), and program facilities.
Assessment(S) For the City of Goleta, $50,000 (original & final fee)
Services performed similar to those described in Solicitation
Partner is providing Facility Condition Assessments (FCAs) and Hazardous Materials Assessments (on all
buildings and major systems) for the City of Goleta for capital budget planning purposes. The City is exploring
various options for undertaking repairs, seismic and ADA upgrades, and renovation of the City’s Community
Center (4 buildings; 34,804 SF) and needs a comprehensive understanding of: 1) The presence of hazardous
materials, the type and extent of such materials, and the cost implications for associated abatement of such
materials; 2) Any hidden substandard or hazardous construction methods and materials that need to be corrected,
upgraded or otherwise addressed and cost estimates for that work.
Investigative work for the FCA also included taking core samples and conducting other testing of building
foundations to determine to what extent, if any, building foundation upgrades are needed.
End of Attachment 2-A
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 13 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Attachment 2-B Organization Profile
STATE MAY DETERMINE YOUR PROPOSAL IS NON-RESPONSIVE IF YOU DO NOT ANSWER ALL QUESTIONS FULLY.
ORGANIZATION PROFILE
The firm shall complete a separate Organizational Profile document for each branch office.
Firm Name Partner Assessment Corporation dba Partner
Engineering and Science, Inc. Year established 2006
Principal address (street, city, state)
4518 North 12th Street, Suite 201, Phoenix, AZ 85014
Entity type: Corporation Structure: S Corporation
Branch or Division:
Branch Parent: Partner Assessment
Corporation
Years the organization has conducted business in Arizona. 2007
Contract Representatives to Contact
Name Title Telephone Number E-Mail Address
1. Betsy Miller Technical Director 602-513-5791 [email protected]
2. Kathryn Peacock Principal 602-680-6411 [email protected]
3. Matthew Marcus Technical Director 602-926-2017 [email protected]
Firm Professional Registration and Certifications (INCLUDE COPY OF DOCUMENT IN OFFER)
Description Issuer Number Expiration
1. Arizona Board of Technical
Registration State of Arizona 19328-01 12/22/2018
2.
Arizona transaction privilege tax
license or (if applicable) Arizona
Corporate Commission
Certificate of Good Standing
Arizona Corporation Commission File No.
F19927240 03/19/2019
ATTACHMENT 2-B SUPPLEMENTS:
(For submission of additional Organizational Profile qualifications beyond the number of forms provided in the Offer
Documents: Offeror shall copy the Organizational Profile form in its entirety and complete in a separate Document for
submission with the offer or type “None” on first line if not applicable. Offeror shall title Supplement(s) with the same
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 14 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
beginning title as named herein, number sequentially in accordance with the number of Organizational Profile forms
submitting and upload with offer.).
Title Document
Date No. of pages Purpose in Offer
1. Firm Professional Registrations and Certifications
1/15/2018 21 Firm Professional Registration and Certifications
2.
3.
4.
5.
6.
7.
(NOTE: The Offeror may insert additional rows as required).
End of Attachment 2-B
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 15 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Attachment 3-A
Method Proposal
(Method of Approach)
RESERVED FOR AWARDED DESIGN PROFESSIONAL UPON SERVICE REQUEST
End of Attachment 3-A
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 16 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Attachment 3-B
Key Personnel Proposal
Answer all questions thoroughly in the spaces provided. Complete this form in full for each one of the key
personnel who will participate in this contract. Insert or attach a separate resume if desired, but any attached
resumes are supplemental to this form and do not substitute resumes for this form. Offeror shall list any resume
filename within the Key Personnel Form resume section and Attach as titled and submit with firm’s offer in
ProcureAZ. Resumes shall not be listed in Attachment 3-B as Supplements.
1 Name: Kathryn Peacock How long with company? 6 years
Current position in company:
Principal How long in positon? 17 years
Position for the Services: Client Relationship Manager,
Environmental Professional
How much of time will be
dedicated to the Services? 75 %
What primary functions will be assigned?
Environmental Professional, Client Management, Contract Management
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 17 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Describe person’s experience in performing
services like those that are to be assigned:
Ms. Peacock is Principal and National Client Manager with significant facility,
environmental and due diligence engineering experience in all states with
specialized geographical experience in Phoenix. Her responsibilities include full-
phase facility, environmental consulting, national client management, multi-scope
contract negotiation/execution, portfolio project management, and technical
report quality control. Ms. Peacock’s regional and national expertise compliments
the wide variety of Partner projects and client types including State and Municipal
Government, national and local lending institutions, asset
management/investment groups, developers, and commercial real estate
professionals.
Healthcare Portfolio. A $200 million dollar acquisition project consisting of 30,
multi-story healthcare properties and included Phase I Environmental Site
Assessments and Property Condition Assessments with special inspections of
HVAC systems, elevators, and roofing systems. Multiple inspectors were
coordinated and dispatched to each site within a two-week report completion
timeline. Special inspection findings and related repair costs were cross-
calculated with generalist inspection reporting and incorporated into the Property
Condition Assessment spreadsheets for client/lender review. The acquisition was
successful and exemplified Ms. Peacock’s project management and negotiation
skills, coordination of several in-house engineering professionals and
subcontracted elevator consultants as well as Partner’s responsiveness and
expertise of client/lender’s expedited timeline.
Oil and Gas Portfolio. A multi-million dollar acquisition projects consisting of over
30 oil and gas facilities located throughout the southern United States which
included Phase I Environmental Site Assessments, ALTA surveys, Flood
Certificates, NORM surveys and Zoning reports. Multiple national inspectors were
dispatched to site within each state. The project involved coordinating with
attorneys and multiple lenders. The acquisition project was successful and
exemplified Ms. Peacock’s project management skills, coordination of dozens of
national inspectors, quality control reviews, and responsiveness to client’s
timeline.
Nationwide Industrial Portfolio. A multi-million dollar financing project consisting
of 50 industrial properties throughout the United States included Phase I
Environmental Site Assessments and Phase II Environmental Assessments.
Multiple inspectors were dispatched to each site within a two-week turnaround.
The financing project was successful and the project exemplified Ms. Peacock’s
negotiation/client management skills, coordination of inspections, quality control
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 18 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
and completion of timely reports as well as the responsiveness and professional
acumen of Partner’s Engineering Team.
Gas Station Portfolio. A multi-million dollar acquisition project consisting of 20,
gas station properties throughout Southern California for a lender which included
Phase I Environmental Site Assessments and Phase II Subsurface Investigations of
former and current underground storage tanks, oil water separators and
underground hydraulic lifts. The Phase II investigations included ground
penetrating radar (GPR), subsurface soil sampling utilizing a hollow-stem auger
drill rig, and surface soil sampling in accordance with the Cal EPA Department of
Toxic Substances Control protocol. The acquisition was successful and the project
exemplified Ms. Peacock’s negotiation/client management skills, coordination of
inspections, quality control and completion of timely reports as well as the
responsiveness and professional acumen of Partner’s Engineering Team.
Apartment Portfolio. A multi-million dollar acquisition project consisting of 30,
multi-story apartment buildings in the greater Chicago area which included Phase
I Environmental Site Assessments and Property Condition Assessments. Multiple
inspectors were dispatched to each site to complete the reports within a two-
week timeline. The acquisition was successful and the project exemplified Ms.
Peacock’s negotiation/client management skills, coordination of inspections,
quality control and completion of timely reports as well as the responsiveness and
professional acumen of Partner’s Engineering Team.
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 19 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
List person’s job-related training and education:
Education
B.A., Environmental Studies, 1999, Prescott College, Prescott, Arizona
Training
OSHA 40-Hour Hazardous Waste Site
Investigation Training (29 CFR 1910.120)
Affiliations
Risk Management Association
Environmental Bankers Association
Urban Land Institute
Advancing Women in Construction
Speaking
• Phase I Safety and Banker Liability, Environmental Bankers Association,
Newport RI, 2014.
• Phase II Investigations and Comparative Data Analysis of Environmental
Concerns and Potential Loss Exposures, Environmental Bankers
Association, 2015. 2014.
• The Use of HVAC Systems to Control Vapor and Indoor Air Issues,
Environmental Bankers Association, 2015.
• Participation and syndications, Intersecting Perspectives of Stakeholders,
Environmental Bankers Association, 2015.
Publications
The Changing Landscape of Phase I Environmental Site Assessments, the National
Risk Management Association, 2013.
Resume: Resumes of Key Staff
2 Name: Matthew Marcus, P.E., R.G. How long with company? 3 years
Current position in company:
Technical Director, Geotechnical
Services How long in positon? 20 years
Position for the Services: Geotechnical and Civil Engineering,
Geological Services
How much of time will be
dedicated to the Services? 75 %
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 20 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
What primary functions will be assigned?
Geotechnical Engineer, Civil Engineer, Registered Geologist (AZ) and Professional
Engineer (AZ) - Civil
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 21 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Describe person’s experience in performing
services like those that are to be assigned:
Mr. Marcus brings to his role as Technical Director of Geotechnical Engineering at
Partner Engineering and Science, Inc. (Partner), 20 years of experience in the
engineering and construction industry, including work on commercial, industrial,
residential, public works, transportation, energy, waste management, mining,
state, federal, and Native American projects. Mr. Marcus has performed,
coordinated, managed and/or otherwise participated in services in these areas
which include: geotechnical evaluations and design; forensic studies; construction
slope and vibration monitoring; materials testing; geophysical surveys; welding
and structural inspections; non-destructive testing; environmental studies and
remediation; civil and structural engineering design; land surveys; as well as
planning and zoning reports.
Management
Mr. Marcus has served as the national practice leader for the geotechnical group
at Partner since January of 2015. In that time, he has overseen a ten-fold growth
in billings. In addition, he has overseen the creation of soils testing laboratories in
Phoenix, Arizona and Torrance, California, while maintaining profitability during
most of his tenure.
Mr. Marcus previously served as the director of engineering for a residential
development company. His responsibilities included cash flow projections for
$500 million of construction and design budgets, due diligence oversight for
purchases of new properties, quality control review and management of civil
engineering disciplines, assistance to construction project managers, estimating,
preparing RFPs, and award of construction contracts on residential development
projects ranging from about $10 to $40 million.
In addition, Mr. Marcus previously served as construction service manager for a
geotechnical engineering company, setting up a new laboratory and establishing
a local practice in Tucson, Arizona. His responsibilities included business
development, hiring and training team members, general oversight and quality
control of the business, etc. During his roughly 2 year effort as manager, sales
doubled as did the size of the staff.
Geotechnical Engineering
Mr. Marcus has had exposure to a wide array of engineering and construction
projects from a variety of perspectives. He has directly worked on projects in over
30 states and in several foreign countries. From a geotechnical design
perspective, he has participated in the design recommendations for: shallow and
deep foundations; ground improvements; pavements; slabs-on-grade; mass
grading; excavations; backfills; liners for lakes and canals; pipelines, soil cement
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 22 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
and lime stabilization; above ground tanks; bridges; box culverts; and equipment
pads. Techniques used have included drilling with augers, push rigs, air
percussion, roto-sonic, mud-rotary, test pits, hand augers, dynamic cone
penetrometers, and geophysical explorations such as seismic refraction, electrical
resistivity, ground penetrating radar, and electromagnetic techniques. He has also
employed these techniques, as well as manometer floor level surveys, to post-
construction geotechnical explorations for distressed buildings, walls, slopes, and
others.
Project Management/Consulting
Mr. Marcus has also had a wide exposure to consulting during the course of
construction such as blast and vibration monitoring, slope monitoring, special
inspections and materials testing, and non-destructive testing. Inspections have
included sub grade soil evaluations, concrete mix designs, reinforced concrete
and masonry, structural welding and high strength bolts, EIFS, fiber reinforced
polymers, spray-applied fireproofing, floor flatness, paint thickness and other
various inspections.
From a construction management perspective, Mr. Marcus is familiar with
construction contracting, estimating, preparing RFP’s, reviewing and processing
payment applications, quality control and value engineering of design drawings,
conflict checking, scheduling, etc.
From a development perspective, he is familiar with the development of pro-
forma models, cash-flow analysis, due-diligence studies, planning and zoning
requirements, and managing the civil engineering design processes.
Project Experience
Commercial / Vertical Construction
Uptown Suites Hotels. Provided the geotechnical design for several new hotel
projects 3-7 stories in numerous states.
Panera Bread. Managed geotechnical evaluations and materials testing projects
for dozens of Panera Bread Restaurants across the country.
Tucson Medical Center. Managed inspections and testing for a 6-story steel-
framed surgery center addition, plus a 4-story precast concrete parking garage
supported on deep foundations in Tucson, Arizona.
Forensic
LA Fitness. Performed geotechnical evaluation, floor level survey, site survey and
visual distress survey for a commercial gym in the state of Ohio. The site was
constructed over a deep fill in a drainage channel that had been dammed.
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 23 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Provided an opinion of causation, engineering repair drawings and
recommendations for floor jacking, deep compaction grouting, and culvert
upgrades.
Jefferson Corporate Center. Performed geotechnical evaluation, floor level survey,
site survey and visual distress survey for a commercial office building in the state
of Colorado. The site was constructed in an area of highly plastic clay and pyrite
bearing shale. Provided an opinion of causation and engineering repair
recommendations and cost estimates.
Warehouse Facility. Performed geotechnical evaluation, floor level survey, site
survey and visual distress survey for a warehouse facility in the state of
Pennsylvania. The site was constructed in an area previously used as a steel mill
containing sulfur bearing slag. Provided an opinion of causation and engineering
repair recommendations and cost estimates.
Renewables
Pocket Solar PV Farms. Provided geotechnical evaluations for twelve 20 to 40-acre
solar sites in Massachusetts, eight sites in Oregon, and several other sites across
the country
Solana Generating Station: Provided geotechnical consulting and materials
testing for 500MW solar generating station in Gila Bend, Arizona (largest in the
country).
Solar Shade Canopy Projects: Provided geotechnical consulting for Tesla motors
recharge sites (confidential locations) using solar shade canopy structures,
California.
Energy and Power
Hang 2 Transmission Line. Provided geotechnical consulting and materials testing
for a new 115 Mile transmission line from Palo Verde Nuclear Generating station
to Yuma, Arizona
Palo Verde Nuclear Power Plant. Provided geotechnical consulting, and materials
testing services for several confidential projects, near Phoenix, Arizona.
Coronado Generating Station. Provided geotechnical consulting, and materials
testing services for $99M scrubbers and cast-in-place concrete chimneys (400-ft
in height) in St. Johns, Arizona.
Communications
Wireless Phone Antenna Towers. Provided geotechnical consulting for the
installation of 12 new cell phone towers and equipment pads in the state of Texas,
with heights ranging from 100 to 300 feet.
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 24 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Wireless Phone Antenna Towers: Provided geotechnical consulting for the
installation of new cell phone towers and equipment pads in the state of
California, with heights ranging from 100 to 300 feet.
Water / Wastewater
Kingman Downtown Waste Water Treatment Plant. Provided geotechnical
evaluation, geophysical exploration, and materials testing services for a new waste
water treatment plant, Kingman, Arizona
Val Vista Transmission Line. Provided geotechnical consulting and materials
testing for retrofitting of a 2-mile section of 84-inch diameter wire-reinforced
concrete pipe, Phoenix, Arizona.
Cholla Generating Station. Provided geotechnical evaluation and dam safety
evaluation for cooling water pond, near Joseph City, Arizona.
Hydraulic / Dams
Gila River Indian Community Canals Reconstruction. Performed geotechnical
evaluation, consulting, and inspections for the reconstruction of more than 20
miles of agricultural irrigation canals in Pinal County, Arizona.
Black Canyon Fish Barrier. Services included geotechnical and geophysical
exploration, management and oversight of survey, hydraulic, hydrology, structural
and civil engineering, near Silver City, New Mexico.
Viewpoint Lake. Performed boat-staged geotechnical and liner sampling in a
man-made irrigation lake for a mixed use development, Sun City, Arizona
Waste Management
Marana Landfill. Performed geotechnical evaluation and materials testing for
construction of a new land fill and evaluation of daily cover materials, in Marana,
Arizona.
North Phoenix Transfer Station. Performed non-destructive concrete quality
testing including GPR and Impact Echo on the grade slab in two trash cells to
evaluate thickness and rebar quality.
Casa Grande Landfill. Performed geotechnical evaluation and materials testing for
a new scale-house facility in a previously used landfill area.
Environmental
Sanmina Brownfield Rehabilitation. Provided geotechnical consulting and
materials testing for shoring, excavation, and replacement of 10 to 30-foot deep
excavations in a contaminated industrial site, in Phoenix, Arizona.
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 25 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Swissport Jet Fuel Storage Spill. Provided geotechnical consulting and materials
testing to clean up a jet fuel spill at Sky Harbor Airport, Phoenix, Arizona.
Tanker Spills Clean-Up. Provided geotechnical consulting for clean-up and
replacement of contaminated soils for dozens of tanker spills, various locations in
Arizona.
Transportation
Highway 93 Bypass. Provided field geotechnical oversight for the installation of
drilled shafts in the Hassayampa River for a new highway bridge in Wickenburg,
AZ
Tucson International Airport Runway 11L. Provided geotechnical evaluation and
materials testing for replacement of runway pavement.
Union Pacific Railroad Bridge Monitoring. Provided continuous monitoring of
inclinometers, as well as crack meters and tilt plates for the Union Pacific Rail
Road Bridge over Highway 143 and the Phoenix Metro Light Rail 44th Street
Switch project.
Federal
Mariposa Port of Entry. Provided geotechnical consulting, slope monitoring and
building monitoring in a post-construction distress claim, Nogales, Arizona.
Corps of Engineers Tucson Drainage. Provided geotechnical consulting and
materials testing for the construction of water retention upgrades in downtown
Tucson associated with the Modern Street Car project.
Education
Charter Schools. Provided geotechnical engineering and materials testing and
inspections services on dozens of charter school projects in California and
Arizona.
Residential
Core Campus Student Housing. Provided geotechnical evaluations and field
inspections for 10 locations of The Hub student housing developments, ranging
from 5 to 21 stories above grade structures in six states.
San Tan Heights Subdivision. Developed multiple parcels totaling over 1,000 lots
as a part of the subdivision, as well as a new Wal Mart pad, Sonic, and other
commercial buildings. This included entitlement and contracting the construction
of the lots, in Queen Creek, Arizona.
Mining
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 26 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Sierrita Mine Shovel Shop. Performed a geotechnical evaluation for construction
of an equipment repair facility on mine overburden piles, Sahuarita, Arizona.
Colstrip Coal Mine. Performed noise prediction modeling for blasting operations,
Colstrip, Montana.
Elliot Road Quarry. Performed blast monitoring and vibration modeling for
blasting in the vicinity of large evaporation pond dams, near Phoenix, Arizona.
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 27 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
List person’s job-related training and education:
Education
M.C.E Geotechnical Engineering, North Carolina State University 2005
B.S. Geological Engineering, University of Arizona 1999
Registrations
Professional Engineer: Arizona (No. 43546), California, Texas, New York, New
Jersey, Pennsylvania
Registered Geologist: Arizona (No. 52354)
Affiliations
American Society of Civil Engineering
Urban Land Institute
Speaking
Mr. Marcus has provided geotechnical engineering lectures at several industry
associations, which have included:
• Construction Lender’s Risk Management Conference, Phoenix, Arizona
2015. Panel Moderator and Presenter on “Horror Stories in Construction”
along with several industry leaders from Wells Fargo, Weitz Company,
and Prudential.
• American Concrete Institute (ACI) Monthly meeting. Lecture on
installation and testing of drilled shafts (joint presentation with Case
Foundation).
• Society of American Military Engineers (SAME). Lecture regarding slope
monitoring and the use of LIDAR.
Teaching
In addition, Mr. Marcus provides frequent guest lectures at the University of
Arizona and Arizona State University, and he teaches the Geotechnical section of
the ASCE Professional Engineer Review Course. Guest lecture topics at the
University level have included, but are not limited to:
• State Geology and Aggregate Sources
• Geotechnical Studies – What Construction Managers Need to Know
• Geotechnical Field Techniques
• Geotechnical Laboratory Testing
• Geologic Professionals in the Construction Industry
Resume: Resumes of Key Staff
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 28 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
3 Name: Betsy Miller How long with company? 1 year
Current position in company:
Technical Director Government
Services and Senior Project Manager How long in positon? 20 years
Position for the Services: Technical Director, Environmental
Services, Environmental Professional
How much of time will be dedicated to the Services?
75 %
What primary functions will be assigned?
Senior Project Management, proposal preparation, client management,
environmental site assessments, remediation, Brownfields redevelopment
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 29 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Describe person’s experience in performing
services like those that are to be assigned:
Ms. Miller is currently a Technical Director for Government Services in the
Southwest focusing on business development for state and municipal contracts.
Responsibilities include business development, document reviews, data reviews,
resource allocation, training of junior staff, key account management, and
preparing statements of qualifications for large environmental services on-call
contracts.
As a Senior Project Manager and Environmental Professional with over 20 years of
experience, she has a vast amount of experience coordinating and supervising
Phase I and II environmental site assessments (ESAs), business environmental risk
reviews, asbestos and lead surveys, and soil/groundwater remediation projects.
Ms. Miller was responsible for the coordination and supervision of environmental
site assessments and soil/groundwater remediation projects involving petroleum
and hazardous materials storage facilities. She supervises project teams consisting
of geologists, engineers, technicians, and subcontractors. In addition, she reviews
ESA reports prepared to ensure accuracy of the assessment, quality, and
conformance to proposal and client’s expectations. She has served as a project
coordinator for a major petroleum company’s Arizona LUST sites. Project
responsibilities include property transaction and environmental due diligence
consulting, Department of Transportation hazardous materials investigations,
brownfields redevelopment, air and water permit compliance, hazardous and
mixed-waste management, and Phase II ESAs.
Ms. Miller’s experience also includes soil, soil gas and groundwater sampling;
remedial system design oversight; proposal and cost preparation; data analysis;
groundwater monitor well installation/monitoring; work plan preparation; quality
assurance/quality control; risk mitigation; and Phase I ESAs. She has prepared
compliance and assessment reports, managed project budgets and timelines, and
served as major client coordinator. Ms. Miller has reviewed and managed client
contracts, certificates of insurance and subcontractor services. Lastly, she has
conducted project manager training for environmental staff, developed annual
department goals, and is skilled at project and budget forecasting.
Project Experience
Mr. Miller conducts Phase I environmental site assessments for numerous
properties in accordance with ASTM E 1527 standards for a variety of clients
including banks, real estate developers, mining, petroleum projects, industrial,
municipal, and state agencies. Projects have included industrial facilities, airports,
gasoline stations, commercial properties, dry cleaners, golf courses, agricultural
land, multi-tenant apartment complexes, retail, single family homes, easements,
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 30 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
historic mining facilities, highway corridors, and undeveloped land. Projects have
included evaluation of vapor intrusion conditions, Phase II ESAs and remediation
of hazardous materials.
City of Phoenix, Phoenix, AZ. Conducted and managed over 175 Phase I and
Phase II Environmental Site Assessments for the City of Phoenix for the light-rail,
neighborhood services, and Aviation Community Noise Reduction Programs
(CNRP). Sites included street corridors, industrial facilities, residential and
commercial properties. Prepared a report and GIS database for the CNRP project
which summarized environmental assessments conducted for the 780 sites in the
CNRP.
Arizona Department of Transportation. Managed and prepared Arizona
Department of Transportation and Maricopa County Department of
Transportation preliminary initial site assessments for over 80 project sites
throughout Arizona, which included asbestos & lead-based paint surveys and
Phase II ESAs. Projects included ESAs for a 3-mile stretch of land proposed for
freeway development, 87-site summary for locations within the Phoenix metro
area, and an intersection-improvement project for the City of Glendale. Identified
areas with high risk for hazardous materials and recognized environmental
conditions. Additional Phase I and II assessments were conducted to evaluate
recognized environmental conditions, including pesticide and petroleum
contamination.
Arizona Department of Environmental Quality – Brownfields. Managed Brownfield
projects for Arizona municipalities under an Arizona Department of Environmental
Quality contract. Prepared comprehensive Phase I ESAs in addition to sampling of
soil gas, asbestos, lead-based paint, mold, and guano. Projects received a perfect
score of “10” by the ADEQ for meeting project schedule and risk reduction.
Computer Manufacturing Facility, Arizona. Managed a site assessment
investigating the impact of a release of used solvents in perched and regional
aquifers at a computer technology manufacturing facility. The site was part of the
Arizona Department of Environmental Quality’s Water Quality Assurance
Revolving Fund (WQARF). Following evaluation of historical property data,
groundwater monitor wells were installed and a soil-gas survey was conducted to
aid in the assessment of the groundwater quality. A risk assessment was
conducted to evaluate potential threats to human health and the environment.
Based on the results of the site and risk assessments and groundwater modeling
data, the site was granted closure status.
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 31 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Maricopa County, Arizona. Served as Project Manager for a soil and groundwater
remediation plan for a site impacted by a gasoline release at a County vehicle
maintenance facility. In-situ vapor extraction in conjunction with a groundwater-
treatment system recovered over 4,500 gallons of petroleum. The site was
granted closure by the ADEQ.
List person’s job-related training and education:
Education
M.S., Geology with minor concentrations in Geochemistry and Geophysics,
University of Texas at El Paso
B.S., Geology, Southern Methodist University, Dallas, Texas
Training
OSHA HAZWOPER 40 Hour
OSHA HAZWOPER 8-Hour Supervisor Training
Affiliations
Environmental Professionals of Arizona
Arizona Envirolink
Resume: Resumes of Key Staff
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 32 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
4 Name: Jeffrey S. Falero, P.E. How long with company? 1 year
Current position in company:
Senior Structural Project Engineer How long in position? 20+
Position for the Services: Civil & Structural Engineer How much of time will be
dedicated to the Services? 25%
What primary functions will be assigned?
Performing structural calculations in accordance with modern and historic
building codes in support of building investigations and of structural retrofit,
visiting properties and conducting on-site reconnaissance including structural
evaluations, visual observations, planning reviews and existing report reviews,
authoring seismic risk assessment reports, and providing technical
recommendations and solutions.
Describe person’s experience in performing
services like those that are to be assigned:
Responsible for the design of a diverse array of structures. These included, Multi-
story steel platforms, pipe and duct support frames and conveyor systems, and
Seismic Bracing of Mechanical, Electrical and Plumbing systems for the new
Medical Center of Stanford University, Hospitals, Research Facilities and Utilities
throughout the San Francisco Bay Area. In addition, Mr. Falero is knowledgeable
with Seismic Strengthening and Retrofit of wood, concrete, steel and masonry
buildings, and the seismic strengthening and new design of reinforced concrete
box girder highway bridges throughout California. He has completed Seismic
Evaluations of buildings both for the Federal General Services Administration as
well as for Private Property Managers and owners, and Seismic Evaluations.
Highlights
20+ years as a Civil Engineer/Structural Designer
7+ years designing Building Modifications and Retrofit
7+ years designing seismic bracing of MEP systems and non-Building industrial
structures
3+ years performing Tier I Evaluations
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 33 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
List person’s job-related training and education:
Education
Masters of Science, Civil Engineering (Structural), Stanford University
Bachelor of Science, Civil Engineering, California Polytechnic State University San
Luis Obispo
Registrations
Professional Civil Engineer:
• Arizona 51065
• California C56540
• New Mexico 19871
• Nevada 20774
• Oregon 84203PE
• Utah 7632645-2202
• Washington 46766
• Puerto Rico 24366
Training
Structural Specialist Responder, FEMA National Urban Search and Rescue (US&R)
Rescue Operations, California Task Force 3 (Menlo Park, CA)
Affiliations
Structural Engineers of Northern California (SEAONC)
American Institute of Steel Construction (AISC)
National Society of Professional Engineers (NSPE)
Publications
Speeding Across Spain, Civil Engineering Magazine, June, 2001. Observations of
various phases of construction of the Madrid-Lleida line of the Linea de Alta
Velocidad (AVE) high-speed bullet train, through both dense urban areas and
remote mountainous terrain.
Resume: Resumes of Key Staff
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 34 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
5 Name: Paul Klamka How long with company? 2 years
Current position in company:
Senior Assessor, Technical Lead,
Construction (Admin. Inspection,
Plans, Cost Estimating)
How long in position? 30 years
Position for the Services:
Senior Assessor, Technical Lead,
Construction (Admin. Inspection,
Plans, Cost Estimating)
How much of time will be
dedicated to the Services? 25%
What primary functions will be assigned?
Technical Lead, Construction (Administration, Inspection, Plans, Cost Estimating)
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 35 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Describe person’s experience in performing
services like those that are to be assigned:
Mr. Klamka currently holds the role of a Senior Assessor and his responsibilities
include thorough site assessment and technical report writing in line with the
American Society of Testing and Materials (ASTM) standard. In addition, he has
significant experience in due diligence assessments for a variety of property types
and the needs and requirements of varied number of reporting standards,
including ASTM standards and all Appropriate Inquiry (AAI), and customized client
formats. Specifically, Mr. Klamka has performed numerous Property Condition
Assessments (PCAs), Freddie Mac PCA’s, Fannie Mae PCA’s , Small Loan PCAs and
Construction Progress Monitoring and Management administration for various
client types including financial institutions.
Mr. Klamka has conducted and reviewed staff Property Condition Reports
evaluating all of the major components of various types of commercial, multi
family, power centers, retail and industrial real estate properties throughout the
United States.
Mr. Klamka has also reviewed construction contract documents and plans,
budgets, requisitions for payments, change orders, shop drawings, construction
schedules and analyzed the quality and cost value of the work in place for capital
projects from 1 to 50 million dollars, to verify the conformation to industry
standards, flood plain statements permits, adequate utility services, contractors
schedule and hard cost budget review.
Project Experience
Mr. Klamka has 30 years of experience performing due diligence assessments for
a variety of property types including multi-family residences, commercial office
buildings, retail shopping centers, manufacturing plants, machine shops, auto
repair facilities, distribution facilities, refrigeration plants and data centers for
various financial institutions. For each assessment, he performs he reviews the
condition of the building structure and systems and develops a thorough report
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 36 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
List person’s job-related training and education:
Education
Post Graduate Studies in Construction Management, Arizona State University,
Tempe, AZ
Construction Engineering Coursework, Central Connecticut State University, New
Britain, CT
A.S. Degree - Architectural Design Porter and Chester College, Wethersfield, CT
Bachelor of Science in Education, Southern Connecticut State University, New
Haven, CT
Training
ASTM Property Condition Assessment
Participating Member of ASTM
Resume: Resumes of Key Staff
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 37 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
6 Name: Chris Daniels, PLS How long with company? 10 years
Current position in company:
Director of Survey and Mapping How long in position? 35 years
Position for the Services: Survey Expertise How much of time will be dedicated to the Services?
25%
What primary functions will be assigned?
Surveying and Mapping
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 38 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Describe person’s experience in performing
services like those that are to be assigned:
Mr. Daniels brings to Partner Engineering and Science, Inc. (Partner) more than 35
years of experience in the surveying and mapping industry as well as engineering
coordination throughout North and South America. As the west-coast Director of
Surveying and Mapping, Mr. Daniels is a valuable resource to the Partner team.
Throughout his tenure as a professional surveyor, Mr. Daniels has worked as a
Certified Survey Crew Chief on a wide variety of commercial, industrial, municipal,
and multi-family properties. As a licensed Professional Land Surveyor in
California, Nevada, and Arizona, Mr. Daniels has been involved in all aspects of
land surveying ranging from control surveys for the San Francisco Port Authorities
at the San Francisco International Airport to construction staking on the Los
Angeles Metro Link RedLine train station and tunneling project in North
Hollywood, California.
Field Survey Experience
Mr. Daniels has extensive experience in field construction staking, ranging from
small lot residential housing to mass grading of hillside construction projects
consisting of slope staking, buttress back-cuts, keyway staking and alluvial
removal surveys. Mr. Daniels’ field surveying experience also includes Rough and
Finish Grade staking, Building and High Rise control, underground Parking Garage
layout, Wet and Dry Utilities layout, As-Built Design Surveys for Civil Engineering
purposes, ADA Accessibility Surveys and Solar Panel layout surveys.
Mr. Daniels also has considerable experience in
Settlement/Subsidence/Monitoring surveys used to determine the horizontal and
vertical movement of buildings, walls, dams and large land fill areas using
Electronic Instruments and Digital Leveling with accuracies to 0.001 of a foot.
Office Mapping Experience
Mr. Daniels has over 13 years of experience in office mapping. His responsibilities
have included proposal preparation, contract negotiations and review, and project
research at local agencies. Mr. Daniels is also well versed in the preparation of:
• Tentative Parcel/Tract Maps
• Final Parcel/Tract Maps and Monumentation
• Record of Surveys
• Lot Line Adjustments
• Legal Descriptions and Exhibits for Easements, Dedications and Vacations
• Boundary Surveys
• Title Report Review
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 39 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
• ALTA/ACSM Land Title Surveys
• Condominium Plans
• Certificate of Compliance
• Right of Way Dedications
Project Experience
Edwards Air Force Base, Palmdale, CA. Site Survey support and mapping.
Landfill Expansions & Pipeline Surveys, Puente Hills, CA. Landfill topographic
surveys, construction staking for new land fill placement areas and underground
piping.
Chevron Refinery, El Segundo, CA. Survey support
Port of Los Angeles. Loading Docks and Terminal Improvements / Expansion
Surveys
Department of Transportation, CA. Construction Staking for I-5/I-22/I-57 (Orange
Crush) Freeway Interchange
LA County Metro Redline, North Hollywood, CA. Construction Staking for the
Underground Train Station & Tunnel Project
San Francisco CA International, CA. Airport Expansion Project, Primary Survey
Control for Port Authorities
Southern California Edison Sub-stations, Power Plants and Tower Access Roads
Construction Staking
Mascot Substation Construction Staking – Hanford, CA
International
Concepcion, Chile. Subsidence and Horizontal Movement Survey of an
Earthquake Damaged 23 story high rise building.
Multifamily / Residential Surveys
Mission Viejo & Aliso Viejo Planned Communities, Orange County, CA. Mass
grading of hillside construction projects consisting of slope staking, buttress
back-cut staking, keyway staking and alluvial removal topographic surveys
followed by the construction staking for arterial roads, residential housing tracts,
school sites, underground utilities and improvement staking.
Apartments. Staking for a 28 building Apartment Complex renovation of on-site
parking, interior lake and stream fingers together with hardscape improvements
beginning with complete on-site topographic surveys and continuing with
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 40 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
construction staking of a new lake, upgraded stream fingers, hardscape/BBQ
areas/Cabanas, new Amenities Building and Parking Structure.
List person’s job-related training and education:
Registrations
Professional Land Surveyor - California # 6328, (1990)
Professional Land Surveyor - Nevada # 16437, (2004)
Professional Land Surveyor - Arizona # 42662, (2005)
Highlights
14 years in the field as a surveyor, 6 years as a Certified Survey Crew Chief
13 years as a Director of Surveying and Mapping
10 years in the office as a Supervisor of the Field Crews
Resume: Resumes of Key Staff
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 41 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
7 Name: R. Shannon Cole, Associate AIA How long with company? 1 years
Current position in company:
Project Management, Property and
Facilities Assessment How long in position? 14 years
Position for the Services: Project Management, Associate AIA,
Property and Facilities Assessment
How much of time will be dedicated to the Services?
40%
What primary functions will be assigned?
Property and Facility Condition Assessments
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 42 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Describe person’s experience in performing
services like those that are to be assigned:
Mr. Cole capitalizes his past architectural design and consulting experience with
assisting Partner Engineering and Science Inc. (Partner) clients in their property and
facility condition assessments. Scopes of work have included, but are not limited
to, ADA / Code Compliance, Asset Inventories, Contract Administration, Cost
Estimating, Data Reconciliation, Due Diligence, Energy Audits, Property / Facility
Condition Assessments, Project Management, and Space Planning.
Mr. Cole in knowledgeable in a variety of property types for the needs and
requirements of a varied number of reporting standards, including ASTM E2018-08
standards. He has significant experience in assessing airports
(international/municipal/general), correctional facilities (adult and youth), financial
institutions, higher education, historical properties, hospitals/medical clinics,
judicial buildings, military housing (unaccompanied/family), office buildings, and
post offices. Specifically, Mr. Cole has performed Property Condition Assessment
(PCAs) and ABA/ADA Compliance Assessments domestically throughout twenty
(20) states, one (1) US territory, and internationally in seven (7) countries.
Project Experience
City of Phoenix Airports (PHX/DVT/GYR), Phoenix, AZ – 141 buildings / 6 million
square feet
Managed staff and project from initiation to final delivery. Captured full life cycle
cost data of building components within a 10-year capital planning forecast.
Identified key assets as deferred maintenance, capital planning, ADA and code
compliance, and energy conservation measures.
State of Oregon, Statewide, OR – 109 buildings / 1.9 million square feet
Captured full life cycle cost data of building components within a 10-year capital
planning forecast. Identified key assets as deferred maintenance, capital planning,
ADA and code compliance, seismic issues, and energy conservation measures.
State of Utah, Statewide, UT – 68 buildings / 2.2 million square feet
Captured full life cycle cost data of building components within a 10-year capital
planning forecast. Identified key assets as deferred maintenance, capital planning,
ADA and code compliance, seismic issues, and energy conservation measures.
United States Navy, Worldwide – 82 installations / 1,081 buildings / 30.7 million
square feet
Managed staff and projects for the US Navy Unaccompanied Housing Assessment
Program (UHAP) of properties worldwide. Responsible for data
collection/management activities to assess the overall condition of facilities to
include: architectural, mechanical, electrical, plumbing, and structural systems.
Scope of work included: data reconciliation of housing inventories, design space
allocations, campus amenity inventories, lifecycle analysis, life safety issues,
ADA/ABA compliance, and quality of life criteria.
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 43 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Various Clients, Nationwide – 256 buildings / 8.2 million square feet
Performed site assessments of facilities of a variety of building types, focusing
within the architectural and structural conditions, as well as building code, life
safety, and ADA compliance. Assessment data collected, interpreted, and
populated within proprietary software used for capital planning and maintenance
scheduling.
United States Postal Service (USPS), Statewide, IN – 67 buildings / 240,000 square
feet
Responsible for site investigations of United States Postal Service (USPS) Leased
Space Accessibility Program (LSAP) facilities throughout the Indiana for their non-
compliance with ABA/ADA guidelines. Investigated, documented existing
configuration, and created compliant design solutions for USPS facilities and
managed all deliverables throughout the program process.
List person’s job-related training and education:
Education
Ball State University, Bachelors of Architecture / Bachelors of Science in
Environmental Design
Registrations
Project Management Professional (PMP)®
OSHA 10-hour Construction Safety and Health Certification
Training
Certified Energy Auditor (CEA)® – In Training
Leadership in Environmental Energy and Design, Green Associate – In Training
Resume: Resumes of Key Staff
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 44 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
8 Name: Paul Zavalney, AIA How long with company? 1 years
Current position in company:
Registered Architect, Technical Lead,
Facilities Assessments and ADA
Compliance
How long in position? 35 years
Position for the Services:
Registered Architect, Technical Lead,
Facilities Assessments and ADA
Compliance
How much of time will be dedicated to the Services?
50%
What primary functions will be assigned?
Facility and Property Condition Assessments and ADA Compliance
Describe person’s experience in performing
services like those that are to be assigned:
As an Architect and Technical Director for Partner, Mr. Zavalney provides: client
services, project management, technical leadership and staff mentoring for facility
evaluation, ADA compliance, consulting and solutions services. He has over 35
years’ professional experience in evaluating a wide range of existing facility types.
Based in Phoenix, Mr. Zavalney has managed multi-site assessment portfolios as
well as performed FCAs for a variety of client types. Mr. Zavalney has identified
deficiencies in building systems (foundation, structural, roofing, exterior wall,
pavement, and accessibility), recommended corrective options, performed
contract administration, and provided litigation support to owners and design
professionals. Mr. Zavalney provides pre-construction, construction-phase and
pre-purchase reviews of proposed developments for conformance to applicable
ADA, FHAA or Accessibility Chapters of Building Codes.
He provides consulting to identify deficiencies and cost to correct for compliance
with accessibility standards. He has also assisted owners to respond to
allegations of non-accessibility received from the Arizona Attorney General’s
office.
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 45 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
List person’s job-related training and education:
Education
Bachelor of Architecture, Arizona State University
Registrations
Registered Architect
Resume: Resumes of Key Staff
ATTACHMENT 3-B SUPPLEMENTS:
(For submission of additional Key Personnel qualifications beyond the number of forms provided in the Offer
Documents: Offeror shall copy the Key Personnel Form in its entirety and complete in a separate Word Document for
submission with the offer, and list file name below or type “None” on first line if not applicable. Offeror shall title
Supplement(s) with the same title as named herein and upload with offer.).
Title Document
Date No. of pages Purpose in Offer
1. Additional Key Personnel (Attachment 3-B)
01/18/2018 23 Additional Key Personnel, form 3-B
2.
3. Enter or delete row if not needed
4. Enter or delete row if not needed
5.
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 46 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
6.
7.
(NOTE: The Offeror may insert additional rows as required).
End of Attachment 3-B
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 47 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Attachment 3-C
Proposed Subcontractors
RESERVED FOR AWARDED DESIGN PROFESSIONAL UPON SERVICE REQUEST
Check “NO” if you WILL NOT subcontract any portion of the Work and will therefore be carrying out all of the Work
with your own personnel.
NO, the Offeror will not subcontract any portion of the Work.
If you WILL subcontract any portion of the Work, check “YES” below and list name of persons or companies you
propose to use as subconsultants.
1. Fill in the information in the chart below for every proposed subcontractor – indicate the role and services work the subconsultant may provide in performing any of the services as outlined in the Requirements Document in the solicitation.
2. Offeror shall complete an Attachment 3-B Key Personnel Form in its entirety for each proposed subcontractor and submit with offer. The term “Subconsultant” shall be annotated in parenthesis after each subcontractor key personnel name typed in the “Name” section of the 3-B form.
3. State may demand additional information about proposed subcontractors as a precondition of award.
YES, the Offeror will use the Subcontractors listed below:
Subcontractor Key Personnel Name; Subcontractor Firm Name and Contact
Information List Proposed Subcontractor
Role(s) and Services
Capacity % Dedicated to Perform the
Proposed Role/Service For Any
Project Under This Contract
1. Name
2. Name
3. Name
4. Name
5. Name
6. Name
7. Name
8. Name
9. Name
10. Name
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 48 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
ATTACHMENT 3-C SUPPLEMENTS:
(Offeror to insert as required and list here or type “None” on first line. Offeror shall title any Supplement(s) with the
same title as named herein and upload with offer.)
Title Document
Date No. of pages Purpose in Offer
1. Enter or type “None for Sub #1” x x x
2. Enter or type “None for Sub #2” x x x
3. Enter or type “None for Sub #3” x x x
4. Enter or type “None for Sub #4” x x x
5. Enter or type “None for Sub #5” x x x
6. Enter or type “None for Sub #6” x x x
7. Enter or type “None for Sub #7” x x x
8. Enter or type “None for Sub #8” x x x
9. Enter or type “None for Sub #9” x x x
10. Enter or type “None for Sub #10” x x x
End of Attachment 3-C
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 49 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Attachment 3-D
Performance Guarantee
RESERVED FOR AWARDED DESIGN PROFESSIONAL UPON SERVICE REQUEST
End of Attachment 3-D
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 50 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Attachment 3-E
Israel Boycott Form
All materials submitted as part of a response to a solicitation are subject to Arizona public records law and will be disclosed if there
is an appropriate public records request at the time of or after the award of the contract. Recently legislation has been enacted to
prohibit the state from contracting with companies currently engaged in a boycott of Israel. To ensure compliance with A.R.S. §35-
393.01. This form must be completed and returned with the response to the solicitation and any supporting information to assist the
State in making its determination of compliance.
As defined by A.R.S. §35-393.01:
1."Boycott" means engaging in a refusal to deal, terminating business activities or performing other actions that are intended to limit commercial relations with Israel or with persons or entities doing business in Israel or in territories controlled by Israel, if those actions are taken either:
(a) In compliance with or adherence to calls for a boycott of Israel other than those boycotts to which 50 United States Code section 4607(c) applies.
(b) In a manner that discriminates on the basis of nationality, national origin or religion and that is not based on a valid business reason.
2. "Company" means a sole proprietorship, organization, association, corporation, partnership, joint venture, limited partnership, limited liability partnership, limited liability company or other entity or business association, and includes a wholly owned subsidiary, majority-owned subsidiary, parent company or affiliate.
3. "Direct holdings" means all publicly traded securities of a company that are held directly by the state treasurer or a retirement system in an actively managed account or fund in which the retirement system owns all shares or interests.
4."Indirect holdings" means all securities of a company that are held in an account or fund, including a mutual fund, that is managed by one or more persons who are not employed by the state treasurer or a retirement system, if the state treasurer or retirement system owns shares or interests either:
(a) together with other investors that are not subject to this section. (b) that are held in an index fund.
5.”Public entity" means this State, a political subdivision of this STATE or an agency, board, commission or department of this state or a political subdivision of this state.
6. ”Public fund" means the state treasurer or a retirement system. 7. "Restricted companies" means companies that boycott Israel. 8. "Retirement system" means a retirement plan or system that is established by or pursuant to title 38.
All offerors must select one of the following:
X My company does not participate in, and agrees not to participate in during the term of the contract a boycott of Israel
in accordance with A.R.S. §35-393.01. I understand that my entire response will become public record in accordance
with A.A.C. R2-7-C317.
My company does participate in a boycott of Israel as defined by A.R.S. §35-393.01. :
By submitting this response, proposer agrees to indemnify and hold the State, its agents and employees, harmless from any claims
or causes of action relating to the State’s action based upon reliance on the above representations, including the payment of all
costs and attorney fees incurred by the State in defending such an action.
Partner Assessment Corporation dba Partner Engineering
and Science, Inc.
Company Name Signature of Person Authorized to Sign
4518 North 12th St, Suite 201 John Wharff
Address Printed Name
Phoenix, AZ 85014 Managing Principal
City State Zip Title
End of Attachment 3-E
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 51 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Attachment 4
Pricing Sheet
RESERVED FOR AWARDED DESIGN PROFESSIONAL SERVICE ORDER CONTRACT
End of Attachment 4
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 52 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Attachment 5-A
Confidential Information Designation
All materials submitted as part of a response to a solicitation are subject to Arizona public records law and will be
disclosed if there is an appropriate public records request at the time of or after the award of the contract.
Recognizing there may be materials included in a solicitation response that are proprietary or a trade secret, a
process is set out in A.A.C. R2-7-103 (copy attached) that will allow qualifying materials to be designated as
confidential and excluded from disclosure. For purposes of this process the definition of “trade secret” will be the
same as that set out in A.A.C. R2-7-101(52).
Complete this form return it with your Offer along with the appropriate supporting information to assist State in making
its determination as to whether any of the materials submitted as part of your Offer should be designated confidential
because the material is proprietary or a trade secret and therefore not subject to disclosure.
STATE WILL NOT CONSIDER ANY MATERIAL IN YOUR OFFER “CONFIDENTIAL” UNLESS DESIGNATED ON THIS FORM.
Check one of the following – if neither is checked, State will assume that as equivalent to “DOES NOT”:
This response DOES NOT contain proprietary or trade secret information. I understand that my entire
response will become public record in accordance with A.A.C. R2-7-C317.
This response DOES contain trade secret information because it contains information that:
1. Is a formula, pattern, compilation, program, device, method, technique or process, AND
2. Derives independent economic value, actual or potential, from not being generally known to, and not being readily ascertainable by proper means by, other persons who can obtain economic value from its disclosure or use; AND
3. Is the subject of efforts by myself or my organization that are reasonable under the circumstances to maintain its secrecy.
NOTE: Failure to attach an explanation may result in a determination that the information does not meet the statutory
trade secret definition. All information that does not meet the definition of trade secret as defined by A.A.C. R2-7-
101(52) will become public in accordance with A.A.C. R2-7-C317. State may make its own determination on materials
in accordance with A.A.C. R2-7-103.
If State agrees with Offeror’s designation of trade secret or confidentiality and the determination is challenged, the
undersigned hereby agrees to cooperate and support the defense of the determination with all interested parties,
including legal counsel or other necessary assistance.
By submitting this response, Offeror agrees that the entire Offer, including confidential, trade secret and proprietary
information may be shared with an evaluation committee and technical advisors during the evaluation process.
Offeror agrees to indemnify and hold State, its agents and employees, harmless from any claims or causes of action
relating to State’s withholding of information based upon reliance on the above representations, including the
payment of all costs and attorney fees incurred by State in defending such an action.
Partner Assessment Corporation dba Partner Engineering
and Science, Inc.
Offeror Company Name Signature of Authorized Person
4518 N 12th Street, Suite 201 John Wharff
Address Printed Name
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 53 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Phoenix, AZ 85014 Managing Principal
City State Zip Title
ATTACHMENT 5-A SUPPLEMENTS:
(Offeror to insert as required and list here or type “None” on first line. Offeror shall title any Supplement(s) with the
same title as named herein and upload with offer.).
Title Document
Date No. of pages Purpose in Offer
1. None x x x
2. Enter or delete row if not needed
3. Enter or delete row if not needed
End of Attachment 5-A
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 54 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Copy of A.A.C. R2-7-103 [Confidential Information] as was current at time of Solicitation issuance
PROVIDED FOR REFERENCE ONLY
A. If a person wants to assert that a person's offer, specification, or protest contains a trade secret or
other proprietary information, a person shall include with the submission a statement supporting this
assertion. A person shall clearly designate any trade secret and other proprietary information, using
the term "confidential". Contract terms and conditions, pricing, and information generally available to
the public are not considered confidential information under this Section.
B. Until a final determination is made under subsection (C), an agency chief procurement officer shall
not disclose information designated as confidential under subsection (A) except to those individuals
deemed by an agency chief procurement officer to have a legitimate state interest.
C. Upon receipt of a submission, an agency chief procurement officer shall make one of the following
written determinations:
1. The designated information is confidential and the agency chief procurement officer shall not
disclose the information except to those individuals deemed by the agency chief procurement
officer to have a legitimate state interest;
2. The designated information is not confidential; or
3. Additional information is required before a final confidentiality determination can be made.
D. If an agency chief procurement officer determines that information submitted is not confidential, a
person who made the submission shall be notified in writing. The notice shall include a time period
for requesting a review of the determination by the state procurement administrator.
E. An agency chief procurement officer may release information designated as confidential under
subsection (A) if:
1. A request for review is not received by the state procurement administrator within the time
period specified in the notice; or
2. The state procurement administrator, after review, makes a written determination that the
designated information is not confidential.
- - -
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 55 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Attachment 5-B
Conformance Statements
STATE WILL NOT CONSIDER ANY EXCEPTIONS UNLESS DESIGNATED ON THIS FORM.
READ THE INSTRUCTIONS TO OFFERORS BEFORE TAKING ANY EXCEPTIONS – TAKING EXCEPTIONS CAN BE GROUNDS FOR STATE REJECTING YOUR OFFER IN EVALUATION.
CONFORMANCE TO THE INSTRUCTIONS:
(PART 1 OF THE SOLICITATION)
Check one of the following – if neither is checked, State will assume that as equivalent to “YES”:
YES – Offeror acknowledges that it has read and understands the Solicitation Summary in Section 1-A
of the Solicitation Documents and the Instructions to Offerors in Section 1-B of the Solicitation
Documents and the and attests that its Offer complies with both.
NO – Offeror acknowledges that it has read and understands the Solicitation Summary in Section 1-A
of the Solicitation Documents and the Instructions to Offerors in Section 1-B of the Solicitation
Documents, and attests that its Offer complies with both EXCEPT FOR the exceptions listed in
Attachment 5-B Supplement 1.
CONFORMANCE TO THE CONTRACT TERMS AND CONDITIONS:
(PART 2 OF THE SOLICITATION)
Check one of the following – if neither is checked, State will assume that as equivalent to “YES”:
YES – Offeror acknowledges that it has read and understands the Special Terms and Conditions and the
Uniform Terms and Conditions, along with their respective Exhibits and Appendices, in Part 2 of the
Solicitation Documents and attests that its Offer complies with both.
NO – Offeror acknowledges that it has read and understands the Special Terms and Conditions and the
Uniform Terms and Conditions, along with their respective Exhibits and Appendices in Part 2 of the
Solicitation Documents and attests that its Offer complies with both EXCEPT FOR the exceptions listed in
Attachment 5-B Supplement 2.
CONFORMANCE TO THE TECHNICAL DOCUMENTS:
(PART 3 OF THE SOLICITATION)
Check one of the following – if neither is checked, State will assume that as equivalent to “YES”:
YES – Offeror acknowledges that it has read and understands the Requirements Document and the
Compensation Document in Part 3 of the Solicitation Documents and attests that its Offer complies with
both.
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 56 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
NO – Offeror acknowledges that it has read and understands the Requirements Document and the
Compensation Document, in Part 3 of the Solicitation Documents and attests that its Offer complies with
both EXCEPT FOR the exceptions listed in Attachment 5-B Supplement 3.
ATTACHMENT 5-B Supplement No. 1:
Exceptions to Instructions
Article / Paragraph or Exhibit Reference Proposed Changes / Alternate Language Rationale for Proposed Change
Section 1-A: Solicitation Summary
x x x
x x x
x x x
Section 1-B: Instructions to Offerors
x x x
x x x
x x x
ATTACHMENT 5-B Supplement No. 2:
Exceptions to Contract Terms & Conditions
Article/ Paragraph or Exhibit Reference Proposed Changes / Alternate Language Rationale for Proposed Change
Section 2-A: Special Terms & Conditions
x x x
x x x
x x x
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 57 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Article/ Paragraph
or Appendix Reference Proposed Changes / Alternate Language Rationale for Proposed Change
Section 2-B: Uniform Terms & Conditions
X x x
X x x
X x x
ATTACHMENT 5-B Supplement No. 3:
Exceptions to Technical and Commercial
Article / Paragraph or Exhibit Reference Proposed Changes / Alternate Language Rationale for Proposed Change
Section 2-A Scope of Work (Requirements Document)
x x x
x x x
x x x
Section 2-B: Compensation Document
x x x
x x x
x x x
Partner Assessment Corporation dba Partner Engineering
and Science, Inc.
Company Name Signature of Person Authorized to Sign
End of Attachment 5-B
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 58 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Attachment 5-C
Insurance Evidence
RESERVED FOR AWARDED DESIGN PROFESSIONAL UPON SERVICE REQUEST
End of Attachment 5-C
Request for Qualifications
Solicitation No.
ADSPO18-00007887
Description: 2018 Professional Services List
Arizona Department of
Administration
State Procurement Office
100 N 15th Ave., Suite 201
Phoenix, AZ 85007
PART 4 of the Solicitation Documents:
Offer Forms (Attachments)
Date: January 8, 2018
Page 59 of 59 4 A v a i l a b l e o n l i n e a t : P r o c u r e . A Z . g o v
Attachment 5-D
Offer Checklist
STATE MAY DETERMINE YOUR PROPOSAL IS NON-RESPONSIVE IF YOU DO NOT SUBMIT ALL ATTACHMENTS.
DOCUMENT SUBMITTED
1. Attachment 1: Offer and Acceptance Form - SIGNED YES no
2. Attachment 2-A: Experience and Capacity YES no
3. Attachment 2-A: References YES no
4. Attachment 2-B: Organization Profile YES no
5. Attachment 3-A: Method Proposal – RESERVED FOR AWARD YES no
6. Attachment 3-B: Key Personnel Proposal YES no
7. Attachment 3-C: Proposed Subcontractors – RESERVED FOR AWARD YES no
8. Attachment 3-D: Performance Guarantee – RESERVED FOR AWARD YES no
9. Attachment 3-E: Israel Boycott Form -SIGNED YES no
10. Attachment 4: Pricing Sheet – RESERVED FOR AWARD YES, no
11. Attachment 5-A: Confidential Information Designation - SIGNED YES no
12. Attachment 5-B: Conformance Statements - SIGNED YES no
13. Attachment 5-C: Insurance Evidence – RESERVED FOR AWARD YES no
14. Attachment 5-D: Offer Checklist YES no
15. .pdf File: Number of Projects and Revenue YES no
16. Excel File: 2018 Professional Services List of Firms Services YES no
End of Attachment 5-D
End of Part 4
Attachment 3-B
Key Personnel Proposal
Answer all questions thoroughly in the spaces provided. Complete this form in full for each one of the key personnel who will
participate in this contract. Insert or attach a separate resume if desired, but any attached resumes are supplemental to this form
and do not substitute resumes for this form. Offeror shall list any resume filename within the Key Personnel Form resume
section and Attach as titled and submit with firm’s offer in ProcureAZ. Resumes shall not be listed in Attachment 3-B as
Supplements.
Name: Rod Pawloski How long with company? 1 years
Current position
in company: Senior Project Manager How long in positon? 27+ years
Position for the Services:
Industrial hygiene, asbestos and lead services, hazardous materials abatement
How much of time will be
dedicated to the Services? 75 %
What primary functions
will be assigned? Industrial Hygiene project management, client point of contact
Describe person’s
experience in performing
services like those that
are to be assigned:
Mr. Pawloski has over 27 years of experience in the environmental consulting
business and worked on over 3,000 projects, primarily in Arizona, requiring all
phases of asbestos and lead-based paint consulting services –including regulatory
liaison with a variety of federal and state agencies, providing production of
standard documents and specifications for asbestos projects.
His experience includes providing asbestos and lead consulting services for ADEQ,
ADOT, City of Phoenix, Arizona power companies, brownfield redevelopment
projects, tribal entities, and school districts. He coordinated an asbestos survey and
abatement oversight for a well-known hotel on the Las Vegas strip, which required
coordination of oversight staff 24/7 for over 6 weeks. He has worked in tandem
with contractors to coordinate bid walks for abatement contractors and subsequent
abatement oversight and clearance sampling.
To minimize abatement costs, Mr. Pawloski can design an abatement specification
that focuses on removing only the materials required by EPA and Maricopa
County. For example, with accurate and dependable sampling and analysis, all
floor tile and mastic containing less than 1% asbestos would not require abatement
and could be left in place as “demolition waste”. This same strategy could also be
applied to lead-based paint, depending on the quantities, locations, and
concentrations. Our abatement design strategy will also take into account the
unoccupied status of the subject buildings, which will allow for cost-savings with
regard to abatement set-up as well as documentation.
Currently a Senior Project Manager providing consulting services related to
asbestos, lead-based paint, mold, indoor air quality, management plans, and
abatement contractor supervision. Work experience also includes Phase I/II and
Phase III Remediation; soil sampling; and final report preparation.
Mr. Pawloski provides Indoor Air Quality sampling for Commercial, Industrial,
Hospitals, and Residential Entities. Sampling includes but is not limited to Mold
Investigations, Respirable Dust, Radon, VOC’s, and Carbon Monoxide.
Mr. Pawloski assisted with Stack Testing/ Efficiency Testing of Acid Scrubbers,
Thermal Oxidizers, Charcoal Absorption System, and Dust Collectors to insure all
operated within Maricopa County’s regulations and air permits.
List person’s job-related
training and education:
Education: University of North Dakota | Grand Forks, ND
A.S., Business Administration
Certifications:
• NIOSH 582 – McCrone Research Institute
• Asbestos Fiber Counting
• AHERA Building Inspector
• AHERA Management Planner
• AHERA Contractor Supervisor
• AHERA Project Designer
• EPA Lead Risk Assessor
• Hazardous Waste Site Investigation
• OSHA 40-Hour Hazwoper
• OSHA 8Hour Hazwoper Refresher, Current
Resume: Resumes of Key Staff
Name: Chris Lee, M.S. PE How long with company? 5 years
Current position
in company: Structural Project Engineer How long in positon? 10 years
Position for the Services: Structural Project Engineer How much of time will be
dedicated to the Services? 100 %
What primary functions
will be assigned? Structural Project Engineer
Describe person’s
experience in performing
services like those that
are to be assigned:
Experience Summary
Mr. Lee has 10 years of experience in structural design of residential and commercial projects, including wood, concrete, steel and masonry structures. His design work as project engineer includes new construction, expansion, renovation, remodel, structural observation, structural review, forensic reporting and construction administration. He has extensive experience with repair and retrofit for roof collapse, fire damage and foundation settlement as well as seismic retrofit design. His design work includes commercial remodeling, residential repair, and the repair of building failures.
Seismic Risk Assessments
Seismic risk evaluations of individual buildings and portfolios; probabilistic and scenario losses; multi-hazard analyses; business disruption and loss mitigation
assessments. Author seismic risk assessment reports for real estate transactions in accordance with industry practices.
Building Design/Seismic Retrofit
Engineering and construction documentation for new and existing buildings; residential and commercial structures; design experience with steel, concrete, masonry, and wood-frame construction. He has performed fire damage repairs, roof collapses, wood truss design and repairs, and equipment anchorages.
Perform structural calculations in accordance with modern and historic building codes in support of building investigations and seismic retrofit analysis and design.
Telecommunications Building Design
Commercial building rooftop and parapet engineering designs & calculations to install AT&T and Verizon networks (Antennas, Remote Radio units, Fiber, H-frames). He has designed building equipment rooms and rooftop steel platforms supporting equipment cabinets, as well as designing FRP (r/f friendly) screens for panel antennas at edges of buildings. Mr. Lee has designed new and existing attachments and foundations to public right-of-way structures - wood, steel, concrete poles for the support of wi-fi advanced meter data collector units for all of the jurisdiction for So Cal Gas territory.
Plan Reviewer
Mr. Lee has 2 years of experience in performing structural engineering work in
the checking of designs,plans, and specifications for variety of structures for compliance for the City of Los Angeles Building &Municipal Codes.
Forensics Consulting
As a Structural Project Engineer Mr. Lee has performed inspection and reports for the repair design for fire damage, earthquake damage, wind-damage, roof collapse, moisture intrusion and foundation settlement of buildings, parking decks and retaining walls, investigation of structural failures, vehicle impact damage to buildings, dry rot, ground settlement, differential foundation movement, including identification of cause and origin, and construction defects for a wide range of residential and commercial insurance claims.
Seismic Risk Consulting
The Laramar Group, 901 S. Ardmore Ave. Los Angeles, CA. PML with a structural report for a four-story 28-unit URM building in koreatown. Berkeley Point Capital, llc, 16007 Merrill Ave. Fontana, CA, Oasis Townhomes. Seismic risk assessment for a 15-apartment buildings w/107,000 sq. ft. building area.
Jackson Square Properties, 2300 Palisades Dr. Corona, CA, Palisades at Sierra del Oro. Seismic risk assessment for a three-story, 288-unit property w/292,000 sq. ft. building area.
Building Design/Seismic Retrofit 12426 Landale Ave., 4443 Farmdale Ave., 2931 Military Ave., 2947 Kelton Ave. Structural design of four new two-story ground up custom homes in W. Los Angeles.
304 N. Van Ness Ave. Los Angeles, CA 90004. Mandatory seismic retrofit design.
Telecomm Building Design
Hillhaven 1067 Park View Dr. Covina. Verizon Wireless New site builds.
5155 W. Rosecrans Ave. Hawthorne. Sprint rooftop FRP antenna screens and equipment cabinets.
Forensics Consulting
Riverside Townhomes, 4807 Beck Ave. Valley Viillage, CA. Structural Fire damage evaluation. Handling Systems, 2659 E. Magnolia St. Phoenix, AZ. Roof Framing damage evaluation.
Integrity Concrete, 540 Opper St. Escondido, CA. Roof Framing damage evaluation.
Chilton & Leste Mangement, 4762 Maureen Ln. Moorpark, CA. Pavement
depression/tree root evaluation.
Franciscan Missionary Sisters, 11320 Laurel Canyon Blvd. San Fernando, CA. Elevated Walkway damage.
Apple Campus 2, North Tantau Ave. Cupertino, CA. Storm Damage remediation work.
Eastlake country club, 2375 Clubhouse Dr. Chula Vista, CA. Vehicle Impact damage evaluation.
Valerie Lee + Associates 4506 W. Jefferson Blvd. Los Angeles, CA. Steel portal frame evaluation.
Barker Management, 2023 E. 122nd St. Compton, CA. Vehicle damage and construction drawings.
List person’s job-related
training and education:
Education
B.S. in Civil Engineering California State University, Los Angeles, CA
M.S. in Civil Engineering with emphasis in structural design, California State University, Los Angeles, CA
Registrations
Registered Professional Engineer (Civil), , Arizona 60558, NV23598, CA76549, TX121028, WA52918, FL81483
Training
ASHERA 24 hour asbestos inspection course
HAAG certified roof inspector
ASTM2026/2557 Seismic Risk Assessment
Affiliations
Structural Engineers Association of California (SEAOC)
American Society of Civil Engineers (ASCE)
Resume: Resumes of Key Staff
Name: Michael Montgomery, RA How long with company? 5 years
Current position
in company:
Senior Project Manager
Accessibility Specialist How long in positon? 30 years
Position for the Services:
Senior Project Manager
Accessibility Specialist, Registered Architect
How much of time will be
dedicated to the Services? 25 %
What primary functions
will be assigned?
Senior Project Manager
Accessibility Specialist
Describe person’s
experience in performing
services like those that
are to be assigned:
Experience Summary
Mr. Montgomery is a Senior Project Manager and currently is a reviewer for PCAs and ADA surveys. He also serves as an accessibility specialist and technical reference for the firm. Mr. Montgomery has 30 years of experience in the profession of architecture and construction
administration as well as 15 years as a building code and accessibility specialist. He has significant experience in due diligence assessments for a wide variety of property types and the needs and requirements of various reporting standards, including ASTM standards, CMBS, Fannie Mae, and Freddie Mac, along with client-specific requirements in order to facilitate real estate loan transactions. Specifically, Mr. Montgomery has performed Property Condition Assessments (PCAs), Regulatory Compliance Assessments, and ADA and FHAA Compliance
Surveys and Reports.
Mr. Montgomery has served as a senior technical architect on a wide variety of new construction and expansion projects, including the Aladdin Hotel and Casino in Las Vegas, NV, the 21-story Phelps-Dodge corporate office building in Phoenix, AZ, and the General Motors Automotive plant in Saltillo, Mexico. Duties included design development, oversight of construction documents production, specification writing, and construction management.
Mr. Montgomery holds certifications from the International Code Council as a Building Plans Examiner and an Accessibility Plans Examiner and Inspector.
Project Experience
Mr. Montgomery has extensive experience in providing Property Condition Assessments (PCAs) for real estate property. He has personally conducted
hundreds of PCAs in the U.S. Mr. Montgomery has intimate knowledge of ASTM’s E2018-08 Standard Guide for PCAs, as well as the unique reporting requirements of Fannie Mae, Freddie Mac, HUD, CMBS and client-specific requirements.
Mr. Montgomery has completed CMBS, Fannie Mae and Freddie Mac scope Property Condition Assessments for lending and acquisition purposes for various regional and national real estate developers and management firms throughout the country. Work includes evaluation of office buildings, retail shopping malls and strip malls, class “A” high-rise office buildings, resorts and hotels, golf courses, mobile home parks, multi-family properties, and industrial buildings.
Mr. Montgomery has personally conducted numerous ADA Surveys, Reports, and Advisory Services. Accessibility (ADA and FHAA) compliance surveys include retail, office, and hotel properties, including one hotel on the National Register of Historic Places.
Office / Mixed-Use
One East Washington St, Phoenix AZ. 638,044 SF high-rise office / retail center IDS Center, Minneapolis MN. 1,429,609 SF high-rise office / retail center
Pruneyard at Campbell; Campbell, CA. 595,571 SF mixed-use office/ hotel/ retail facility Retail
Camelback Colonnade. 618,151 SF regional mall Apache Mall, Rochester MN. 754,213 SF regional mall Fashion Outlets of Las Vegas, Primm, NV. 375,722 SF regional mall
Industrial
Americold, Fremont, Nebraska. 3,171,931 CF cold storage and distribution center
Hotels
Le Meridian Dallas North, Dallas TX. 258 guestroom hotel
Radisson LAX Hotel; Los Angeles, CA. 580-guestroom high-rise hotel
Ravelle Lake Las Vegas; Henderson, NV. 349-guestroom resort hotel
Residential
The District at Mountain Vista; Mesa, AZ. 384-unit apartment complex
Citi on Camelback, Phoenix AZ. 178-unit low-rise apartment complex
Astoria Tower Chicago, IL. 248-unit high-rise apartment/condominium/retail building
St. Ives Apartment Homes, Philadelphia, PA. 516-unit low-rise apartment complex
Regal Towers; Southfield, MI. 935-unit high-rise apartment buildings
Williamstown Apartments; Cheektowaga, NY. 528-unit low-rise apartment complex
Las Villas De Kino; Tucson, AZ. 348-unit low-rise apartment complex (Fannie Mae)
Skyline 1801; Denver, CO. 144-unit high-rise apartment building (Freddie Mac)
Vista Terrace Hills; San Ysidro, CA. 262-unit low-rise apartment complex (Fannie Mae)
ADA Compliance Reviews and Reports
Renaissance Des Moines Savery Hotel. 212 guestroom historic high-rise hotel
Superstitions Springs Mall; Mesa, AZ. 524,76 SFG regional mall complex
Decatur Center Shops; Las Vegas, NV. Neighborhood Shopping Center
Hilton San Diego Del Mar; Del Mar, CA. 257 Guestroom Hotel
List person’s job-related
training and education:
Education
B. Architecture, University of Idaho, 1985
Registrations
State of Arizona Architect License #29760, December 20, 1995, Present
Certified Building Plans Examiner, International Code Council,
Certified Accessibility Inspector / Plans Examiner, International Code Council
Certification, Wood Destroying Organisms
Certification, Low-Slope Roofing
Certification, 2010 ADA Standards
Certification, ADA in Existing Buildings
Affiliations
International Code Council #5032121, April, 2000 – Present
Speaking
Develop and teach in-house training for Americans with Disabilities Act (ADA) and Fair Housing
Amendments Act (FHAA).
Adjunct Professor; Phoenix College; International Building Code, International Residential
Code, ADA, Architectural Documents, Construction Materials and Methods.
Publications
Complying with the FHA in NYC: It Can be Done, The Mann Report; September, 2014
Resume: Resumes of Key Staff
Name: Steven Soussou, P.E. How long with company? 5 years
Current position
in company:
Director of Building Engineering
and Sustainability How long in positon? 23 years
Position for the Services: Director of Building Engineering
and Sustainability
How much of time will be
dedicated to the Services? 100 %
What primary functions
will be assigned?
Director of Building Engineering
and Sustainability
Describe person’s
experience in performing
services like those that
are to be assigned:
Mr. Soussou serves as the Director of Facilities Engineering for the Mechanical/Electrical/Plumbing and Fire Protection disciplines for Partner Engineering and Science, Inc. (Partner). He acts as a client liaison, project manager, and senior electrical engineer for a diverse body of projects. These projects include multiple portfolios across a wide variety of market sectors including Multifamily Residential, Healthcare, Corporate,K – 12 Educational, Higher Education, Commercial, Retail, Special Amusement, Photovoltaic, Marine, Transit, Municipal, and Insurance market sectors.
Mr. Soussou’s experience includes the design of normal and emergency/standby power distribution systems including, medium voltage site infrastructure, building power distribution, emergency power generation systems, uninterruptible power supplies, and photovoltaic systems. He also possesses
extensive experience in the design of most electrical systems including lighting and a variety of low voltage systems such as, fire alarm, nurse call, public address, CCTV, access control, lighting control, load shedding, pump controls and many others. Having worked on projects such as some of the tallest/fastest roller coasters and special amusement attractions in the world, demonstrates his ability to dynamically address any unique design constraints or challenges which may present themselves over the course of each project. Mr. Soussou’s diversified experience across a wide range of project types and market sectors makes him uniquely qualified to help our clients find solutions to their design challenges.
Project Experience
Public School No. 23, Jersey City, NJ Partner provided professional engineering services to replace the existing oil fired boiler systems, upgrade utility gas service,
upgrade lighting in the boiler room, remove the existing underground fuel oil tank for the exiting boilers. The removal of the underground fuel oil tank also
included soil testing for contamination. The services for this project comprised of the design of systems for the replacement of two existing boilers at Public School No. 23 in Jersey City, New Jersey. The original design for the replacement of two existing boilers and associated equipment in 2009. Partner also provided Bidding and Construction Administration Services. Our services included the design and construction administration for the removal of an existing 10,000 gallon underground storage tank, including environmental oversight.
Jersey City Municipal Complex, Jersey City, NJ. For this project, Partner professionals provided heating, ventilation and air conditioning, electrical and
plumbing engineering services (MEP), structural engineering services, telecommunications and voice/data wiring, sustainable design and LEED certification, and lighting and hardware design. Partner professional’s ability to bring a wide range of engineering services to the table allowed seamless coordination for the City and an interactive value engineering process that resulted in a cost effective design.
Partner professionals utilized Revit MEP Building Information Modeling (BIM) software for the mechanical and electrical systems, and Revit Structural BIM software for the structural systems. The use of BIM on this project allowed the creation of 3D models of the entire building, coordinating all architectural, structural, mechanical and electrical systems. Sussex County Community College, Newton, NJ. Partner Engineering prepared all construction documents and provided construction support services for several projects on the college campus.
One such project
consisted of the design/installation of a new single mode, underground, fiber cabling infrastructure system, interconnecting all buildings on site. Design
considerations included master planning for future buildings, long term protection of the cabling infrastructure, and construction phasing to accommodate the college’s operational schedule. Another major project consisted of an Electrical Service Upgrade along with the design of a backup generator system and upgraded UPS to serve the college’s campus existing network
equipment, and accommodate for future expansion. Again phasing was carefully considered to minimize downtime and disruptions to the College’s operations.
2500 Kozloski Road Building, Freehold, NJ. This two-story, 49,700 square foot building is to house Monmouth County Sheriff’s Office Communication Division and the Office of Emergency Management. The Radio Dispatch Center, a 24-hour operation, will be supported by computer technologies, information technology applications, and radio and telephone systems necessary to handle the 911
dispatch calls for police, fire and medical assistance for the needs of the County. The operation center for the OEM portion of the building is designed to manage relief to significant weather or man-made disasters. Features of this building include a 1,500 square foot data center protected by redundant UPS systems, redundant computer room air-conditioning systems, and a 3 x 600 KW N+1 paralleled emergency generator plant.
Library, Middlesex County College Edison, NJ. Partner designed the complete MEP system for a new 28,000- square-foot school library and bookstore. Design included a hi-tech design, which included exposed spiral ductwork, exposed lighting, track lighting, and specialty systems. Partner designed the HVAC, electric, plumbing, and fire protection systems. Total construction cost was $4,500,000.
Pier Village II, Long Branch NJ. This project is a redevelopment project on the
oceanfront of Long Branch for Applied Companies, Inc. The project consists of residential (rental and condos), retail/office space, and parking structures. There are approximately 370,000 square feet of residential-type units in three buildings of three or four stories each. On the first floor, of one of the buildings is 5,000 square feet of office/retail/restaurant space. One of the other buildings has been provided with an underground parking garage. Adjacent to the third building is an approximately 70,000-square-foot parking structure.
Seabrook Village Retirement Community, Tinton Falls, NJ. Partner provided plumbing and fire protection engineering services for the third neighborhood of a residential retirement campus for Erickson Retirement Corporation. This neighborhood consists of one community building and four residential buildings. The 2-story community building, which houses central activity and dining spaces for residents, including a chapel, classrooms, banks, hair salons, etc., as well as a
commercial kitchen. These buildings also serve as the core for many of the respective community’s residential building systems, including emergency power generation, cooling towers, boilers, and pumps. The community buildings are typically 51,000 square feet with a construction cost of approximately $8,500,000. Each of the residential buildings contain between 85 and 150 living units, as well as facility operation spaces located on the first floor. They are between 117,000 and 147,000 square feet each, with construction costs ranging from $11 to $16 million.
Grand Cascades Lodge, Hardyston Township, NJ. Partner professionals provided the design for a 156,000- square-foot, five story building with parking structure below. The building has 206 units on the five floors with a café, lounge facilities, game room, meeting rooms, commercial laundry, etc. A pedestrian link connects
the new facility to the existing golf course clubhouse, which contains additional
restaurants and other services. Partner professionals designed an air-to-air heat pump type HVAC system with individual through- the-wall units for the living units, and gas-fired rooftop air-conditioning units for public and circulation
areas. Partner professionals also designed the power distribution, emergency generator, lighting, fire alarm, telephone, security, intercom, and domestic water system including central hot water, sanitary, fire sprinkler, and natural gas distribution. A lightning protection system was also provided .
Six Flags Great Adventure, Kingda Ka Coaster and Golden Kingdom, Jackson, NJ. Partner Engineering and Science prepared construction documents and provided construction support services for the design of Electrical, HVAC, Plumbing and Fire Protection systems to serve the Kingda Ka roller coaster, and “Golden Kingdom” attraction at Six Flags Great Adventure’s. Kingda Ka is the world’s fastest and tallest coaster (0 to 128mph in 3.5 seconds and 456’ high) and presented a variety of engineering challenges to fulfill its successful design and
construction. The Golden Kingdom attraction consisted of a 33,000 sf live tiger show, (Temple of the Tiger) as well as a variety of ride thematic elements, merchandising stores, concession kiosks, and associated site lighting. This is one of dozens of new ride and park expansion project performed by Partner Engineering and Science for Six Flax Great Adventure over the course of our 20+ year relationship.
Solar LLC for the design of a 10.66MW DC ground mounted, direct grid connected, photovoltaic solar system atop an existing capped landfill. Partner professionals provided electrical engineering services through the completion of bid/permit documents and also provided construction administration services.
The solar array consisted of 600VDC 235 watt LDK solar panels connected to DC combiner boxes, central inverters, step-up transformers and a new outdoor 15KV
main service switchgear for tie into an existing 13.2KV AC overhead utility infrastructure. Electrical design services included specification of solar panels,
racking, DC combiners, central inverters, step-up distribution transformers, main service switchgear, DC array cabling, suspended cable management system, cable trays and conduit, 600V and 13.2KV AC cabling and conduit, distribution system design, grounding system design, coordination with the utility company
for interconnection and coordination and integration of a DAS and SCADA system.
Pfizer, Inc. PV Solar Project, 100 Route 206 N. Peapack, NJ. Partner was retained by KDC Solar LLC for the design of a 7.97MW DC ground mounted, behind the meter connected, photovoltaic solar system. Partner professionals provided electrical engineering services through the completion of bid/permit documents
and also provided construction administration services. The solar array consisted of a hybrid mix of 600VDC 235 watt LDK and 1000VDC 310 watt Renesola solar panels connected to 600VDC combiners, 600VDC central inverters, 1000VDC string inverters, distribution panels, switchboards, step-up transformers and a
new replacement outdoor 38KV main service switchgear for re-connection to the existing utility. Electrical design services included specification of solar panels, racking, 600VDC combiners, central and string inverters, distribution panels, switchboards, step-up distribution transformers, a new replacement 38KV
rated main service switchgear, 600V and 2KV DC array cabling and conduit, 600V and 35KV AC cabling and conduit, distribution system design, grounding system design, coordination with the utility company for re- connection of 34.5KV service and coordination and integration of a DAS and SCADA system.
Seabrook Village, Inc. PV Solar Project, 300 Essex Rd., Tinton Falls, NJ. Partner was retained by KDC Solar LLC for the design of a 3.97MW DC ground mounted,
behind the meter connected, photovoltaic solar system. Partner professionals provided electrical engineering services through the completion of bid/permit
documents and also provided construction administration services. The solar array consisted of a hybrid mix of 600VDC 250 watt LDK and 1000VDC 310 watt CSUN solar panels connected to 600VDC combiners, 600VDC central inverters, 1000VDC string inverters, distribution panels, switchboards, step-up distribution
transformers, an outdoor 15KV main PV switchgear and an outdoor 15KV 3-way switch for connection to the existing 12.47KV campus main underground distribution loop feeder. Electrical design services included specification of solar panels, racking, 600VDC combiners, central and string inverters, distribution panels, switchboards, step-up distribution transformers, 15KV main switchgear, 15KV 3-way switch, 600V and 2KV DC array cabling and conduit, 600V and 15KV
AC cabling and conduit, distribution system design, grounding system design, coordination with the utility company for connection of solar system and coordination and integration of a DAS and SCADA system.
NYCT/MTA Hurricane Sandy Claim Adjustment Support. Partner Engineering was engaged by Vericlaim to serve as the technical team leader and consultant for the adjustment analysis of the NYCT/MTA Hurricane Sandy storm damage insurance claim. This claim included numerous rail yards, rail stations, ancillary
structures etc. as well as their associated equipment and systems. Many of these railyards were among the largest in the world requiring extensive investigation and analysis. Partner provided management and technical oversite of the multiple forensic consultants required as part of this evaluation and adjustment process. Partner was responsible for the collection, review and presentation of the findings
of the adjustment group to the insurance market, counsel, and NYCT/MTA representatives. In addition, Partner participated in the survey and assessment of damages, development of repair/replacement methodologies and projected construction phasing. Partner also led numerous technical discussions and meetings with NYCT/MTA, counsel and the insurance market.
List person’s job-related
training and education:
Education
Bachelor of Science in Electrical Engineering, The Cooper Union, New York
Registrations
Licensed Professional Engineer, Pennsylvania
Training
National Fire Protection Association – Various Seminars on National Electrical Code Updates, Photovoltaic
design and other electrical engineering topics.
MTA NYC Transit Track Safety Certification
Resume: Resumes of Key Staff
Name: Andrew Zdon, RG, CEG, CHG How long with company? 1 years
Current position
in company: Technical Director – Water Resources How long in positon? 30 years
Position for the Services: Technical Director – Water Resources
Registered Geologist - AZ
How much of time will be
dedicated to the Services? 100 %
What primary functions
will be assigned? Technical Director – Water Resources
Describe person’s
experience in performing
services like those that
are to be assigned:
Mr. Zdon has nearly 30 years of experience in a variety of hydrogeology-related projects. He is a California Professional Geologist, Certified Hydrogeologist and Certified Engineering Geologist. Mr. Zdon is a recognized subject matter expert in the area of numerical groundwater flow modeling and has been an instructor at California State University, Los Angeles in Groundwater Models and Management.
Mr. Zdon was also appointed in 2013 by the Inyo County Superior Court as Watermaster for a surface water system in the Owens Valley. His specialties include basin analyses and relationships with spring systems, numerical groundwater modeling including, flow, groundwater/surface water interactions including spring flow, contaminant transport and dual-phase flow in both basin
fill and fractured rock environments. Investigations in these areas can be in support of CEQA/NEPA analyses, water resource development evaluations, or providing third party review, supervision of UST identification, abandonment and removal.
As an expert witness, he has served on a number of cases and provided both depositions and court testimonies. Mr. Zdon was appointed to serve on the first Technical Advisory Committee for the newly combined California Board for Engineers, Land Surveyors and Geologists. He also received Certificates of
Commendation and Appreciation for his volunteer service as a Subject Matter Expert for the former California Board for Geologists and Geophysicists.
Project Experience
Spring Survey, Mojave and Sonoran Deserts, San Bernardino, Los Angeles, Kern and Inyo Counties, California. Principal investigator for Mojave Desert-wide spring survey for the Barstow, Needles and Ridgecrest U.S.
Bureau of Land Management Districts. Also included lands owned by project partner land trusts. Work consisted of records search (inclusive of technical data, water rights information, BLM records search, and cultural historic information), field inspection of more than 300 springs, and preparation of a comprehensive report and catalog of springs that serves as the most comprehensive and temporally consistent investigation of springs ever to occur in the region. Field data included refining location information, field water quality parameters and flow, collection and analysis of water samples for stable isotope analysis, identification of vegetation present including invasive species, identification of wildlife use including use by non-native animals, types of spring disturbance, and
general geological observations. This project was reported on in several publication including USA Today.
Project Management, Feather River Basin, Plumas County, California. Project management and hydrogeological services related to a restoration project along Indian Creek in the Feather River headwaters for the Feather River Land Trust. Work included organizing hydrogeological (including production well drilling) and engineering and irrigation subcontractors to complete infrastructure for the project in a short time frame (less than six months). Successful siting of the well resulted in yield more than two times greater than client expectations.
Hydrogeologic Evaluation, Amargosa River Basin, California and Nevada.
Principal in Charge and project manager for ongoing basin-wide investigation of the resources of the California-portion of the Amargosa River basin. Investigations have ranged from baseline data collection efforts to wide-ranging
geochemical investigations (including isotope studies) of groundwater issuing from springs, from the Amargosa River, and from existing wells. Results have been groundbreaking, and have resulted in ongoing reevaluation of the conceptual model of this part of the basin (more than 2,000 square miles) that had been held for nearly 50 years. Being a spring-fed river, the investigations along the Amargosa River highlight the evaluation interactions between surface water and groundwater.
Hydrogeology Expert, Orange County Groundwater Basin, California. Served as an expert witness regarding hydrogeologic conditions associated with the shallow, principal and deep aquifers of the Orange County Groundwater Basin. Focus was on groundwater flow, Irvine Ranch Water District well field-caused hydraulic
gradient changes, and the potential for shallow contamination to reach the principal and deep aquifers.
Groundwater-Supply Feasibility Study, Lake County, California. Currently conducting a feasibility study inclusive of preliminary numerical groundwater flow modeling for the Soda Bay area of Clear Lake. The area is in complex volcanic terrain and has been previously served primarily by surface water from Clear Lake which is seasonally problematic due to water quality issues.
Water Resource Assessments, Mono County, California. Served as consultant to Mono County conducting groundwater availability assessments for several Mono County communities including: Antelope Valley (West Walker River); Mono City and Lee Vining (Mono Basin), Crowley and the Tri-Valley areas (Owens River).
Work included conducting field reconnaissance activities, developing groundwater recharge estimates, evaluating local groundwater budgets, identifying potential future impacts due to regional growth, water quality issues, etc. He has also provided hydrogeologic support to the County of Mono with respect to reviewing and evaluating groundwater modeling conducted to evaluate potential impacts caused by expansion of a geothermal plant in Mono County.
Groundwater-Supply Feasibility Study, San Mateo County, California. Currently conducting a feasibility/well siting study related to the development of a groundwater supply for the La Honda area in the northern Santa Cruz Mountains of San Mateo County. The area has relied on surface water for its water supply and groundwater is being considered as a supplemental source of water for the San Mateo County Community Service Area No. 7 water system.
Water Resource Assessment, North Coast, California. Serving as consultant to confidential client (vineyard) to evaluate water supply for existing and future development of vineyards along the North Coast of California. Investigation identified a previously unidentified aspect to the hydrologic conceptual model indicating that more groundwater may be available to support future development and potentially alleviate long-term concerns for local impacts to springs. Additional data collection and analysis was recommended to support these new findings.
Well Siting Analysis, Los Angeles County, California. Conducted analyses including fracture trace analysis to identify potential production well sites for the
Elizabeth Lake Mutual Water Company. The area of the well will be within the trace of the San Andreas Fault Zone, resulting in a fairly complex fracture analysis and
review of existing of wells and springs.
Hydrogeologic Characterization and Flow and Transport Modeling in Volcanic Terrain, Mono County, California. Served as expert witness and manager of environmental activities at 7,000-gallon gasoline release that occurred in faulted, volcanic terrain upgradient of a town water-supply well field. Work conducted at the site also included characterization of rock units including the use of rotary drilling and oriented-core drilling, surface and down-hole geophysical surveys, and extensive vapor and groundwater sampling. Developed a conceptual model and follow-up numerical groundwater flow and transport model to evaluate potential timing and magnitude of impacts to down-gradient town water-supply wells and associated remediation scenarios both to evaluate on-site remedial effectiveness and risk reduction associated with water supply.
Numerical Flow Modeling, Owens Valley, Inyo County, California. Hydrogeologic consultant for the Owens Valley Indian Water Commission through the development of hydrogeologic data gathering, development of conceptual models for the Lone Pine Reservation, Big Pine Reservation and Bishop Reservation areas of the Owens Valley, and development of numerical groundwater models for each of these areas. The models developed provide these Paiute/Shoshone tribes with tools to evaluate the impacts on local reservations of water resource activities conducted by outside agencies. This U.S. Geological Survey – peer reviewed modeling effort provided strong water management tools for the tribal community of the Owens Valley.
Watershed Assessment, Flow Modeling and Impact Analysis for Increased Pumping, Sierra Nevada, Mono County, California. Consultant to Mammoth
Mountain Ski Area in a joint project with the Mammoth Community Water District regarding water resources issues associated with a proposed land transfer with the Inyo National Forest, and the potential development of a water supply in an eastern Sierra watershed. Work involved developing conceptual model and associated preliminary numerical groundwater flow model of an eastern Sierra watershed, conducting field investigations to evaluate hydrogeologic parameters (including aquifer testing of potential water-supply wells) identified to be sensitive in the numerical model, and finalizing the numerical groundwater flow model through updating parameters and boundary conditions based on data obtained from the field investigations and performing a transient calibration. The
final numerical model was used to evaluate potential groundwater impacts of the proposed project.
Seepage Modeling, Mine Tailings Mitigation, New Zealand. Provided technical oversight for finite element groundwater seepage modeling (SEEP/W) and hydrogeologic evaluation of tailings mitigation, Coeur Gold Golden Cross Mine Tailings Impoundment, New Zealand. Modeling was conducted to evaluate practicability of tailings dam dewatering schemes.
Water-Supply Feasibility Study, Inyo County, California. Principal in Charge for hydrogeologic services associated with a feasibility study for a potable water supply and fire-flow system for the community of Tecopa in Inyo County, California. Waters in the area typically have elevated dissolved solids and metals
such as arsenic and residents routinely obtain water from distant sources. The study was being conducted
List person’s job-related
training and education:
Education
Bachelor of Science, Geology – 1984 – Northern Arizona University
Registrations
State of Arizona, Registered Geologist (No. 33683)
State of California, Professional Geologist (No. 6006)
State of California, Certified Engineering Geologist (No. 1974)
State of California, Certified Hydrogeologist (No. 348)
Training
Assessment, Use and Management of Groundwater in Areas of Limited Supply, 2006, Groundwater
Resources Association of California
Introduction to ArcGIS9 and Environmental Applications of GIS, 2005, Northwest Environmental Training
Application of Risk Assessment for Environmental Decision Making at Contaminant Release Sites, 2005,
University of California, Riverside – University Extension
Conceptual Site Models and the Data Necessary to Make Technical Decisions Regarding Cleanup and Site
Closure, University of California, Riverside – University Extension
Model Calibration and Uncertainty Analysis Using PEST, 2003, Groundwater
Resources Association of
California
GIS and Data Management for Ground Water Modeling, 2001, National Ground Water Association
Affiliations
National Ground Water Association
Groundwater Resources Association of California
Geological Society of America
Society for Mining, Metallurgy and Exploration
Speaking
Davisson, M.L., A. Zdon (2015) “Constraints on the Recharge Sources, Flowpaths, and Ages of Groundwater
in the Amargosa River Valley”, Oral Presentation with Abstract, 2015 Jim Deacon Memorial Devil’s Hole
Annual Workshop, Ash Meadows National Wildlife Refuge, Nevada. (May 7, 2015).
Belcher, W., D. Sweetkind, C. Hopkins, M. Poff, A. Zdon, L. Davisson (2015) “Evaluating Groundwater Flow
Paths in Lower Amargosa Valley, Nye County, Nevada and Inyo County,
California: Conceptual Model.” Oral
Presentation with Abstract, 2015 Jim Deacon Memorial Devil’s Hole Annual Workshop, Ash Meadows National
Wildlife Refuge, Nevada. (May 7, 2015).
Love, A.H., A. Zdon (2015) “Assessing Limited Water Resources - Water Resources Forensics.” 25th Annual
International Conference on Soil, Water, Energy, & Air, San Diego, CA. Oral Presentation presented March
24, 2015.
Zdon, A., A.H. Love (2015) “Legal and Regulatory Considerations for Land/Water
Conservation Science.”
California Council of Land Trusts Land Conservation Conference, Sacramento, CA. Oral Presentation
presented March 6, 2015.
Zdon, A. (2015). “Southern California Water: Issues Facing the Conservation Community.” California
Council of Land Trusts Land Conservation Conference, Sacramento, CA. Oral Presentation presented March
5,2015.
Zdon, A., W. Belcher, D. Sweetkind, M. Poff, C. Hopkins (2015) “Hydrologic Characterization: A Crucial
Component for Protecting Wildlife Habitat along the Amargosa Wild & Scenic River.” Abstract and Oral
Presentation, 2015. Amargosa Vole Working Group Meeting, Western Section of the Wildlife Society, Santa
Rosa, CA. January 27. Joint paper with U.S. Geological Survey.
Zdon, A. (2014) “Baseline Hydrologic Characterization of Springs in the California Desert: A Critical
Component for Water Resource Management.” Abstract and Oral Presentation, Devil’s Hole Conference,
Death Valley National Park. Presented April 30, 2014.
Zdon, A. (2014) “Understanding Your Water Resources.” Workshop, California Council of Land Trusts Land
Conservation Conference, Sacramento, California. March 5.
Zdon, A. (2013) “In the Footsteps of Early Researchers: Evolving Hydrologic Understanding in the California
Desert.” The 2013 National Ground Water Association Summit: The National and International Conference
on Groundwater, San Antonio, Texas. June 1, 2013. Oral Presentation with
Abstract.
Love, A.H., Zdon A., Philipp, J.R. (2013) “Testing the Established Regional Hydrologic Conceptual Model in
the Amargosa River Basin, California and Nevada.” The 2013 National Ground Water Association Summit:
The National and International Conference on Groundwater, San Antonio, Texas. June 1, 2013. Oral
Presentation with Abstract.
Zdon, A. (2013) “Water: The Missing Element in Land Conservation.” The 2013 California Land Conservation
Conference, California Council of Land Trusts, Sacramento, California. March 19, 2013. Concurrent Session
leader and presenter.
Zdon, A. (2013) “Baseline Hydrologic Investigation and Monitoring, Amargosa River Wild and Scenic River
System, California and Nevada.” The 2013 California Land Conservation Conference, California Council of
Land Trusts, Sacramento, California. March 19, 2013. Oral presentation.
Publications
Zdon, A., M.L. Davisson, A.H. Love (2015) “Testing the Established Hydrogeologic Conceptual Model of
Source Water to the Amargosa River.” Environmental Forensics, Volume 16, Number 4. Pages 344-355.
Zdon, A. (2014) “Wading Deep: The Importance of Hydrological Monitoring.” California Council of Land
Trusts, Conservation Frontiers, Volume 5.3, July. 8 p.
Traylor, R.L., Zdon, A., Zawadki, A. (2001) “Identification of Areas for Potential Recharge Projects, New Well
Siting Areas and Basin Source Water Assessment.” Proceedings of the XXXI International Association of
Hydrogeologists Congress Munich, Germany, 10-14 September 2001: New Approaches Characterizing
Groundwater Flow. Pages 657-661.
Brothers, K., Tracy, J., Kaufmann, R. F., Stock, M., Bentley, C., Zdon, A., and Kepper, J. (1992) “Hydrology and
Interactive Computer Modeling of Ground and Surface Water in the Lower Virgin River Valley, primarily in
Clark County, Nevada.” Las Vegas Valley Water District, Cooperative Water Project, Series Report No. 1, 90 p.
Brothers, K., Buqo, T. S., Tracy, J., Kaufmann, R. F., Stock, M., Bentley, C., Zdon, A., and Kepper, J., 1993,
Hydrology and steady state ground-water model of Cave Valley, Lincoln and White Pine Counties, Nevada:
Las Vegas Valley Water District, Cooperative Water Project, Series Report No. 11, 48
Zdon, A., ed. (1991) “Geology of the Las Vegas Region.” American Association of Professional Geologists,
Nevada Section, 1991 Field Trip Guidebook. Las Vegas, Nevada.
If applicable, include published articles, white papers, blogs, etc.
Resume: Resumes of Key Staff
Name: Jeffrey Szabo, P.E. How long with company? 2 years
Current position
in company: Senior Project Manager, Civil How long in positon? 30 years
Position for the Services: Senior Project Manager, Civil; Professional Engineer
How much of time will be
dedicated to the Services? 25 %
What primary functions
will be assigned? Senior Project Manager, Civil
Describe person’s
experience in performing
services like those that are
to be assigned:
Mr. Szabo is a Licensed Professional Engineer known for delivering client satisfaction and repeat work. He brings years of solid experience with a demonstrated aptitude to provide the highest level of consulting services to private and public clients while maintaining exceptional project quality and timely deliverables. Mr. Szabo evaluates end-user operational requirements to fashion appropriate development program in order to meet the intended goals, and is effective at planning, executing, monitoring and closing-out projects. He is skilled in public presentation, relationship building, program development & analysis, and team leadership.
Project Experience
Residential, Mixed-Use, Commercial, & Institutional Development 1500
Harbor Boulevard – Maxal Group, Weehawken, NJ. Project Manager for the redevelopment of a waterfront office building to a residential development converting approximately 160,000 square feet of existing former Hartz Mountain waterfront office space to approximately 240 residential rental units with parking and various amenity spaces. Building height will be increased from three to five stories. The site is located in a FEMA-designated V flood zone requiring flood-resilient design and environmental permitting.
Promenade Bayonne – Kaplan Companies, Bayonne, NJ. Project Manager for subdivision and site plan proposing redevelopment of the former Chevron-Texaco fuel storage and distribution facility in Bayonne, NJ. The site lies within the Bergen Pointe Redevelopment Zone and northeast of the confluence of Newark Bay and the Kill Van Kull. The total area of the redevelopment is 77.12
acres, the majority of which is being remediated and capped under the requirements of an approved Remedial Action Work Plan. The project proposes to construct a mixed-use development with associated parking and loading areas, a community building, several community parks, a waterfront walkway, and a sanitary sewage detention and pumping facility.
iPark Edgewater – National RE/Sources, Edgewater, NJ. Project Manager and Lead Engineer for site plan proposing redevelopment of former Unilever Research facility on the Hudson River waterfront in Edgewater, NJ into a mixed-use community. These services include civil engineering, landscape architecture, and environmental permitting for the development of the former Unilever campus. The redevelopment, at completion, will include 12 buildings
including residential, retail, municipal offices, and parking structures as well as continuous public access along the Hudson River waterfront. This project provided the opportunity to transform an under-utilized facility into a prime asset with views of the New York City skyline.
Short Hills Redevelopment – Mack-Cali/Roseland Properties, Short Hills, NJ – Project manager for redevelopment of an existing office building and adjacent parking field located at 150 John F. Kennedy Parkway into a residential building containing 200 dwelling units and a hotel containing 246 rooms with banquet, restaurant, and pool facilities.
Journal Squared – The KRE Group, Jersey City, NJ. Project Manager for site plan proposing three (3) high-rise residential buildings (1,820 units) with ground level retail (36,000 GSF) and structured parking located within Journal
Square 2060 Redevelopment Area immediately adjacent to the Journal Square PATH Station.
Architectural and site design is pursuant to Journal Square 2060 Redevelopment Plan intended to foster the redevelopment of Jersey City's central business district, by providing transit-oriented development of new housing, offices, commercial, and public open spaces within walking distance to the Square and transit facilities. Project proposes the reconstruction of Magnolia Avenue creating a pedestrian plaza and commuter entry into the heavily accessed Journal Square PATH Station. Project involves significant coordination between stakeholders including PANYNJ, City Planning, and Municipal and Public utility providers. Urban Transit Hub Tax Credit was successfully acquired.
99 Hudson Street – Hartz Mountain/Roseland Properties, Jersey City, NJ.
Project Manager for site plan proposing a high-rise residential building (959 units) with ground level retail (45,800 GSF) and structured parking located within Colgate Redevelopment Area within proximity to the Exchange Place PATH Station and office district and the Hudson River. Project site occupies a city block surrounded by significant utility infrastructure. Site design elements include flood hazard design, utility services, and ADA-compliant grading and access. Architectural and site design is pursuant to a Colgate Redevelopment Plan involving significant coordination with City agencies and Public utility providers.
Harrison Redevelopment – Advance Real Estate, Town of Harrison, NJ. Project Manager for site plan proposing two (2) five-story residential buildings (296 units each) with structured parking located within Harrison’s Waterfront
Redevelopment Area immediately opposite the Red Bull (soccer) Arena and within close proximity to PATH commuter rail. Project also proposes construction of an urban park. Architectural and site design is pursuant to a redevelopment plan involving significant coordination with City and County agencies and Public utility providers.
Morgan Street Development (aka Trump II) – Morgan Street Developers Urban Renewal Company, LLC, Jersey City, NJ. Project Manager for second phase residential tower containing 417 residential units and 4,600 SF ground floor retail in Jersey City’s Powerhouse Arts District. Prepare sanitary, water, and soil erosion and sediment control permit applications to address architectural building code updates and current NJDEP & JCMUA permitting requirements.
Atrium at Navesink Harbor – PHS Senior Living, Red Bank, Monmouth County, NJ. Project Manager for an assisted-living residential project consisting of the renovation of an existing residential building and the construction of a new eighty-four (84) unit tower. The project site lies within the CAFRA (Coastal Area Facility Review Act) Zone which regulates compliance with coastal policies, such as storm water run-off, water quality, setbacks from coastal bluffs and wetlands, scenic resources and views, buffers, compatibility of uses, high-rise policies, etc. Local and State permits for the project included NJDOT driveway access, Freshwater Wetland Transition Area, and Soil Erosion and Sediment Control certification.
List person’s job-related
training and education:
Education
BSCE in Civil Engineering from Rutgers University, New Brunswick NJ (1987)
Registrations
Professional Engineer (#24GE04457700)
Resume: Resumes of Key Staff
800-419-4923 www.PARTNEResi.com
Kathryn PeacockPrincipal
EducationB.A., Environmental Studies, 1999, Prescott College, Prescott, Arizona
TrainingOSHA 40-Hour Hazardous Waste SiteInvestigation Training (29 CFR 1910.120)
Highlights16 years of experience in national environmental due diligence consulting including Phase I Environmental
Site AssessmentsPhase II Subsurface Soil/Soil Gas InvestigationsProperty Condition AssessmentsSeismic EvaluationsAsbestos, Lead-Paint, and Radon Surveys
Experience SummaryMs. Peacock is Principal and National Client Manager with significant environmental and due diligenceengineering experience in all states with specialized geographical experience in Southwest. Herresponsibilities include full-phase environmental consulting, national client management, multi-scopecontract negotiation/execution, portfolio project management, and technical report quality control. Ms.Peacock’s regional and national expertise compliments the wide variety of Partner projects and client typesincluding national and local lending institutions, asset management/investment groups, developers, andcommercial real estate professionals.
Ms. Peacock has assessed/managed over 15,000 commercial real estate transactions throughout herprofessional career including several multi-million dollar asset portfolios. The transactions she has workedon have included some or all of Partner’s core engineering due diligence services described above. Ms.Peacock routinely manages national asset/developer clients to evaluate the environmental and structuralrisks associated with commercial/industrial properties prior to acquisition. These risks may be associatedwith past hazardous materials use (i.e., gasoline stations, dry cleaners) which require historical researchcombined with subsurface evaluations to assess for contamination that could devaluate the property orcreate a human health concern to occupants or construction workers; evaluate for asbestos, lead-basedpaint, and radon to determine the need for abatement or venting systems; evaluate the structural integrityof the building and assess for seismic retrofit; evaluate the roof, mechanical, electrical, plumbing systems(i.e., elevators, HVAC systems, sewer); evaluate for American Disabilities Act (ADA) deficiencies (i.e., ramps,railings, access); survey the property boundaries (i.e., ALTA Surveys); evaluate the subsurface conditions forconstruction suitability (i.e., Geotechnical Investigations); and conduct energy studies of the site building tomeet with current requirements and systems efficiencies.
Project ExperienceMidwest Healthcare Portfolio. A $200 million dollar acquisition project consisting of 30, multi-storyhealthcare properties and included Phase I Environmental Site Assessments and Property ConditionAssessments with special inspections of HVAC systems, elevators, and roofing systems. Multiple inspectorswere coordinated and dispatched to each site within a two-week report completion timeline. Special
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inspection findings and related repair costs were cross-calculated with generalist inspection reporting andincorporated into the Property Condition Assessment spreadsheets for client/lender review. The acquisitionwas successful and exemplified Ms. Peacock’s project management and negotiation skills, coordination ofseveral in-house engineering professionals and subcontracted elevator consultants as well as Partner’sresponsiveness and expertise of client/lender’s expedited timeline.
Oil and Gas Portfolio. A multi-million dollar acquisition projects consisting of over 30 oil and gas facilitieslocated throughout the southern United States which included Phase I Environmental Site Assessments,ALTA surveys, Flood Certificates, NORM surveys and Zoning reports. Multiple national inspectors weredispatched to site within each state. The project involved coordinating with attorneys and multiple lenders.The acquisition project was successful and exemplified Ms. Peacock’s project management skills,coordination of dozens of national inspectors, quality control reviews, and responsiveness to client’stimeline.
Nationwide Industrial Portfolio. A multi-million dollar financing project consisting of 50 industrial propertiesthroughout the United States included Phase I Environmental Site Assessments and Phase II EnvironmentalAssessments. Multiple inspectors were dispatched to each site within a two-week turnaround. Thefinancing project was successful and the project exemplified Ms. Peacock’s negotiation/client managementskills, coordination of inspections, quality control and completion of timely reports as well as theresponsiveness and professional acumen of Partner’s Engineering Team.
Central California Gas Station Portfolio. A multi-million dollar acquisition project consisting of 20, gasstation properties throughout Southern California for a lender which included Phase I Environmental SiteAssessments and Phase II Subsurface Investigations of former and current underground storage tanks, oilwater separators and underground hydraulic lifts. The Phase II investigations included ground penetratingradar (GPR), subsurface soil sampling utilizing a hollow-stem auger drill rig, and surface soil sampling inaccordance with the Cal EPA Department of Toxic Substances Control protocol. The acquisition wassuccessful and the project exemplified Ms. Peacock’s negotiation/client management skills, coordination ofinspections, quality control and completion of timely reports as well as the responsiveness and professionalacumen of Partner’s Engineering Team.
Chicago Area Apartment Portfolio. A multi-million dollar acquisition project consisting of 30, multi-storyapartment buildings in the greater Chicago area which included Phase I Environmental Site Assessmentsand Property Condition Assessments. Multiple inspectors were dispatched to each site to complete thereports within a two-week timeline. The acquisition was successful and the project exemplified Ms.Peacock’s negotiation/client management skills, coordination of inspections, quality control and completionof timely reports as well as the responsiveness and professional acumen of Partner’s Engineering Team.
AffiliationsRisk Management AssociationEnvironmental Bankers AssociationUrban Land InstituteAdvancing Women in Construction
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SpeakingPhase I Safety and Banker Liability, Environmental Bankers Association, Newport RI, 2014.
Phase II Investigations and Comparative Data Analysis of Environmental Concerns and Potential LossExposures, Environmental Bankers Association, 2015. 2014.
The Use of HVAC Systems to Control Vapor and Indoor Air Issues, Environmental Bankers Association, 2015.
Participation and syndications, Intersecting Perspectives of Stakeholders, Environmental Bankers Association,2015.
PublicationsThe Changing Landscape of Phase I Environmental Site Assessments, the National Risk ManagementAssociation, 2013.
800-419-4923 www.PARTNEResi.com
Matthew Marcus, PE, RG
Technical Director
Geotechnical Engineering
Education
M.C.E Geotechnical Engineering, North Carolina State University 2005
B.S. Geological Engineering, University of Arizona 1999
Registrations
Professional Engineer: California, Texas, New York, New Jersey, Arizona, Pennsylvania
Registered Geologist: Arizona
Affiliations
American Society of Civil Engineering
Urban Land Institute
Experience Summary
Mr. Marcus brings to his role as Technical Director of Geotechnical Engineering at Partner Engineering and
Science, Inc. (Partner), 20 years of experience in the engineering and construction industry, including work
on commercial, industrial, residential, public works, transportation, energy, waste management, mining,
state, federal, and Native American projects. Mr. Marcus has performed, coordinated, managed and/or
otherwise participated in services in these areas which include: geotechnical evaluations and design; forensic
studies; construction slope and vibration monitoring; materials testing; geophysical surveys; welding and
structural inspections; non-destructive testing; environmental studies and remediation; civil and structural
engineering design; land surveys; as well as planning and zoning reports.
Management
Mr. Marcus has served as the national practice leader for the geotechnical group at Partner since January
of 2015. In that time period, he has overseen a growth of 10x in billings from 2014 (about $100,000 to about
$1M), and the group size has grown from one to four full-time employees, along with dozens of field
engineering staff which are shared with other groups or sourced from our subcontractor and independent
contractor force nationwide. In addition, he has overseen the creation of soils testing laboratories in
Phoenix, Arizona and Torrance, California, while maintaining profitability during most of his tenure.
Mr. Marcus previously served as the director of engineering for a residential development company. His
responsibilities included cash flow projections for $500 million of construction and design budgets, due
diligence oversight for purchases of new properties, quality control review and management of civil
engineering disciplines, assistance to construction project managers, estimating, preparing RFPs, and award
of construction contracts on residential development projects ranging from about $10 to $40 million.
In addition, Mr. Marcus previously served as construction service manager for a geotechnical engineering
company, setting up a new laboratory and establishing a local practice in Tucson, Arizona. His
responsibilities included business development, hiring and training team members, general oversight and
quality control of the business, etc. During his roughly 2 year effort as manager, sales doubled as did the
size of the staff.
Geotechnical Engineering
Mr. Marcus has had exposure to a wide array of engineering and construction projects from a variety of
perspectives. He has directly worked on projects in over 30 states and in several foreign countries. From a
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geotechnical design perspective, he has participated in the design recommendations for: shallow and deep
foundations; ground improvements; pavements; slabs-on-grade; mass grading; excavations; backfills; liners
for lakes and canals; pipelines, soil cement and lime stabilization; above ground tanks; bridges; box culverts;
and equipment pads. Techniques used have included drilling with augers, push rigs, air percussion, roto-
sonic, mud-rotary, test pits, hand augers, dynamic cone penetrometers, and geophysical explorations such
as seismic refraction, electrical resistivity, ground penetrating radar, and electromagnetic techniques. He
has also employed these techniques, as well as manometer floor level surveys, to post-construction
geotechnical explorations for distressed buildings, walls, slopes, and others.
Project Management/Consulting
Mr. Marcus has also had a wide exposure to consulting during the course of construction such as blast and
vibration monitoring, slope monitoring, special inspections and materials testing, and non-destructive
testing. Inspections have included sub grade soil evaluations, concrete mix designs, reinforced concrete and
masonry, structural welding and high strength bolts, EIFS, fiber reinforced polymers, spray-applied
fireproofing, floor flatness, paint thickness and other various inspections.
From a construction management perspective, Mr. Marcus is familiar with construction contracting,
estimating, preparing RFP’s, reviewing and processing payment applications, quality control and value
engineering of design drawings, conflict checking, scheduling, etc.
From a development perspective, he is familiar with the development of pro-forma models, cash-flow
analysis, due-diligence studies, planning and zoning requirements, and managing the civil engineering
design processes.
Project Experience
Commercial / Vertical Construction
Uptown Suites Hotels. Provided the geotechnical design for several new hotel projects 3-7 stories in
numerous states.
Panera Bread. Managed geotechnical evaluations and materials testing projects for dozens of Panera Bread
Restaurants across the country.
Tucson Medical Center. Managed inspections and testing for a 6-story steel-framed surgery center addition,
plus a 4-story precast concrete parking garage supported on deep foundations in Tucson, Arizona.
Forensic
LA Fitness. Performed geotechnical evaluation, floor level survey, site survey and visual distress survey for
a commercial gym in the state of Ohio. The site was constructed over a deep fill in a drainage channel that
had been dammed. Provided an opinion of causation, engineering repair drawings and recommendations
for floor jacking, deep compaction grouting, and culvert upgrades.
Jefferson Corporate Center. Performed geotechnical evaluation, floor level survey, site survey and visual
distress survey for a commercial office building in the state of Colorado. The site was constructed in an area
of highly plastic clay and pyrite bearing shale. Provided an opinion of causation and engineering repair
recommendations and cost estimates.
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Warehouse Facility. Performed geotechnical evaluation, floor level survey, site survey and visual distress
survey for a warehouse facility in the state of Pennsylvania. The site was constructed in an area previously
used as a steel mill containing sulfur bearing slag. Provided an opinion of causation and engineering repair
recommendations and cost estimates.
Renewables
Pocket Solar PV Farms. Provided geotechnical evaluations for twelve 20 to 40-acre solar sites in
Massachusetts, eight sites in Oregon, and several other sites across the country
Solana Generating Station: Provided geotechnical consulting and materials testing for 500MW solar
generating station in Gila Bend, Arizona (largest in the country).
Solar Shade Canopy Projects: Provided geotechnical consulting for Tesla motors recharge sites (confidential
locations) using solar shade canopy structures, California.
Energy and Power
Hang 2 Transmission Line. Provided geotechnical consulting and materials testing for a new 115 Mile
transmission line from Palo Verde Nuclear Generating station to Yuma, Arizona
Palo Verde Nuclear Power Plant. Provided geotechnical consulting, and materials testing services for several
confidential projects, near Phoenix, Arizona.
Coronado Generating Station. Provided geotechnical consulting, and materials testing services for $99M
scrubbers and cast-in-place concrete chimneys (400-ft in height) in St. Johns, Arizona.
Communications
Wireless Phone Antenna Towers. Provided geotechnical consulting for the installation of 12 new cell phone
towers and equipment pads in the state of Texas, with heights ranging from 100 to 300 feet.
Wireless Phone Antenna Towers: Provided geotechnical consulting for the installation of new cell phone
towers and equipment pads in the state of California, with heights ranging from 100 to 300 feet.
Water / Wastewater
Kingman Downtown Waste Water Treatment Plant. Provided geotechnical evaluation, geophysical
exploration, and materials testing services for a new waste water treatment plant, Kingman, Arizona
Val Vista Transmission Line. Provided geotechnical consulting and materials testing for retrofitting of a 2-
mile section of 84-inch diameter wire-reinforced concrete pipe, Phoenix, Arizona.
Cholla Generating Station. Provided geotechnical evaluation and dam safety evaluation for cooling water
pond, near Joseph City, Arizona.
Hydraulic / Dams
Gila River Indian Community Canals Reconstruction. Performed geotechnical evaluation, consulting, and
inspections for the reconstruction of more than 20 miles of agricultural irrigation canals in Pinal County,
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Arizona.
Black Canyon Fish Barrier. Services included geotechnical and geophysical exploration, management and
oversight of survey, hydraulic, hydrology, structural and civil engineering, near Silver City, New Mexico.
Viewpoint Lake. Performed boat-staged geotechnical and liner sampling in a man-made irrigation lake for
a mixed use development, Sun City, Arizona
Waste Management
Marana Landfill. Performed geotechnical evaluation and materials testing for construction of a new land
fill and evaluation of daily cover materials, in Marana, Arizona.
North Phoenix Transfer Station. Performed non-destructive concrete quality testing including GPR and
Impact Echo on the grade slab in two trash cells to evaluate thickness and rebar quality.
Casa Grande Landfill. Performed geotechnical evaluation and materials testing for a new scale-house facility
in a previously used landfill area.
Environmental
Sanmina Brownfield Rehabilitation. Provided geotechnical consulting and materials testing for shoring,
excavation, and replacement of 10 to 30-foot deep excavations in a contaminated industrial site, in
Phoenix, Arizona.
Swissport Jet Fuel Storage Spill. Provided geotechnical consulting and materials testing to clean up a jet
fuel spill at Sky Harbor Airport, Phoenix, Arizona.
Tanker Spills Clean-Up. Provided geotechnical consulting for clean-up and replacement of
contaminated soils for dozens of tanker spills, various locations in Arizona.
Transportation
Bay Area Rapid Transit (BART) 5-Story Parking Garage. Provided geotechnical evaluation and field
geotechnical oversight for the construction of a cast-in-place garage in Walnut Creek, California
Highway 93 Bypass. Provided field geotechnical oversight for the installation of drilled shafts in the
Hassayampa River for a new highway bridge in Wickenburg, AZ
Tucson International Airport Runway 11L. Provided geotechnical evaluation and materials testing for
replacement of runway pavement.
Union Pacific Railroad Bridge Monitoring. Provided continuous monitoring of inclinometers, as well as crack
meters and tilt plates for the Union Pacific Rail Road Bridge over Highway 143 and the Phoenix Metro Light
Rail 44th Street Switch project.
Federal
Mariposa Port of Entry. Provided geotechnical consulting, slope monitoring and building monitoring in a
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post-construction distress claim, Nogales, Arizona.
Corps of Engineers Tucson Drainage. Provided geotechnical consulting and materials testing for the
construction of water retention upgrades in downtown Tucson associated with the Modern Street Car
project.
Fort Bragg Barracks. Provided geotechnical evaluation for the construction of new barracks, Fort Bragg,
North Carolina.
Education
University of North Carolina, Chapel Hill, Science Center. Provided blast plan review and blast monitoring for
basement foundation excavation below the new eight-story cast-in-place concrete building, as well as pre
and post-construction surveys of 12 surrounding buildings.
Charter Schools. Provided geotechnical engineering and materials testing and inspections services on
dozens of charter school projects in California and Arizona.
Riverside Continuation High School. Performed Department of the State Architect (DSA) fabrication shop
inspections. Had a certified welding inspector on site at the fabrication shop to certify all shop welds,
Riverside, California.
Residential
Core Campus Student Housing. Provided geotechnical evaluations and field inspections for 10 locations of
The Hub student housing developments, ranging from 5 to 21 stories above grade structures in six states.
7-Story Multi-Use Project Performed the geotechnical design for a new residential/office building
development in downtown Los Angeles with planned three stories below-grade basement, in an area of
shallow groundwater, seismic liquefaction hazard, and dense surrounding construction requiring support
of excavation design.
San Tan Heights Subdivision. Developed multiple parcels totaling over 1,000 lots as a part of the subdivision,
as well as a new Wal Mart pad, Sonic, and other commercial buildings. This included entitlement and
contracting the construction of the lots, in Queen Creek, Arizona.
Mining
Sierrita Mine Shovel Shop. Performed a geotechnical evaluation for construction of an equipment repair
facility on mine overburden piles, Sahuarita, Arizona.
Colstrip Coal Mine. Performed noise prediction modeling for blasting operations, Colstrip, Montana.
Elliot Road Quarry. Performed blast monitoring and vibration modeling for blasting in the vicinity of large
evaporation pond dams, near Phoenix, Arizona.
Speaking
Mr. Marcus has provided geotechnical engineering lectures at several industry associations, which have
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included:
Construction Lender’s Risk Management Conference, Phoenix, Arizona 2015. Panel Moderator and Presenter
on “Horror Stories in Construction” along with several industry leaders from Wells Fargo, Weitz Company,
and Prudential.
American Concrete Institute (ACI) Monthly meeting. Lecture on installation and testing of drilled shafts (joint
presentation with Case Foundation).
Society of American Military Engineers (SAME). Lecture regarding slope monitoring and the use of LIDAR.
Teaching
In addition, Mr. Marcus provides frequent guest lectures at the University of Arizona and Arizona State
University, and he teaches the Geotechnical section of the ASCE Professional Engineer Review Course. Guest
lecture topics at the University level have included, but are not limited to:
• State Geology and Aggregate Sources
• Geotechnical Studies – What Construction Managers Need to Know
• Geotechnical Field Techniques
• Geotechnical Laboratory Testing
• Geologic Professionals in the Construction Industry
Contact
800-419-4923 www.PARTNEResi.com
Paul KlamkaSenior Assessor
EducationPost Graduate Studies in Construction Management, Arizona State University, Tempe, AZConstruction Engineering Coursework, Central Connecticut State University, New Britain, CTA.S. Degree - Architectural Design Porter and Chester College, Wethersfield, CTBachelor of Science in Education, Southern Connecticut State University, New Haven, CT
TrainingASTM Property Condition Assessment
Highlights25 years in the construction / engineering industry25 years of performing property condition assessments and construction monitoring and administration.25 year of reviewing, multi-family, commercial, retail and industrial properties.
Experience SummaryMr. Klamka currently holds the role of a Senior Assessor and his responsibilities include thorough siteassessment and technical report writing in line with the American Society of Testing and Materials (ASTM)standard. In addition, he has significant experience in due diligence assessments for a variety of propertytypes and the needs and requirements of varied number of reporting standards, including ASTM standardsand all Appropriate Inquiry (AAI), and customized client formats. Specifically, Mr. Klamka has performednumerous Property Condition Assessments (PCAs), Freddie Mac PCA’s, Fannie Mae PCA’s , Small Loan PCAsand Construction Progress Monitoring and Management administration for various client types includingfinancial institutions.
Mr. Klamka has conducted and reviewed staff Property Condition Reports evaluating all of the majorcomponents of various types of commercial, multi family, power centers, retail and industrial real estateproperties throughout the United States.
Mr. Klamka has also reviewed construction contract documents and plans, budgets, requisitions forpayments, change orders, shop drawings, construction schedules and analyzed the quality and cost valueof the work in place for capital projects from 1 to 50 million dollars, to verify the conformation to industrystandards, flood plain statements permits, adequate utility services, contractors schedule and hard costbudget review.
Project ExperienceMr. Klamka has twenty five years of experience performing due diligence assessments for a variety ofproperty types including multi-family residences, commercial office buildings, retail shopping centers,manufacturing plants, machine shops, auto repair facilities, distribution facilities, refrigeration plants anddata centers for various financial institutions. For each assessment he performs he reviews the condition ofthe building structure and systems and develops a thorough report.
Alta Vista Apartments, Cave Creek, Arizona. Mr. Klamka performed a Fannie Mae Property Condition Reporton a 49,905 square foot, 66 unit apartment complex.
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Villas at Parker. Denver, Colorado. Mr. Klamka performed a Freddie Mac Property Condition Report on a285,000 square foot, 345unit apartment complex
Northpoint Apartments, Albuquerque, New Mexico. Mr. Klamka performed a Freddie Mac Property ConditionAssessment on a 228,876 square foot, 256 unit apartment complex.
Palm Valley Apartments, Goodyear, Arizona. Mr. Klamka performed a Freddie Mac Property ConditionAssessment on a 284,651 square foot, 264 unit apartment complex.
Fulton Crossing Apartments, Everett, Washington. Mr. Klamka performed a Freddie Mac Property ConditionAssessment on a 398,016 square foot, 504 unit apartment complex.
Overlook at St. Thomas, Louisville, Kentucky. Mr. Klamka performed a ASTM 2018-08 Property ConditionReport 604,568 square foot, 484 unit apartment complex.
Northside Mall, Dothan, Alabama. Mr. Klamka performed an ASTM 2018-08 Property Condition Report ona 275,000 square foot retail power center.
LAX Plaza Hotel, Culver City, California. Mr. Klamka performed an ASTM 2018-08 Property Condition Reporton a 320,000 square foot full service hotel.
Springhill Suites and Residence Inn, Clearwater, Florida. Mr. Klamka performed a Document and Cost Reviewon a $34,825,112.00, seven story 335,517 square foot full service hotel.
CMC Micro Mill, Durant, Oklahoma. Mr. Klamka performed a Document and Cost Review on a$129,310,028.00, 205,722 square foot metal recycling plant
North Gordon Apartments, Los Angeles, California. Mr. Klamka performed a Document and Cost Review ona $10,969,912, 77,239 square foot seven story apartment building.
AffiliationsParticipating Member of ASTM
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Christopher Daniels, PLSDirector of Surveying and Mapping
RegistrationsProfessional Land Surveyor - California # 6328, (1990)Professional Land Surveyor - Nevada # 16437, (2004)Professional Land Surveyor - Arizona # 42662, (2005)
Highlights14 years in the field as a surveyor, 6 years as a Certified Survey Crew Chief13 years as a Director of Surveying and Mapping10 years in the office as a Supervisor of the Field Crews
Experience SummaryMr. Daniels brings to Partner Engineering and Science, Inc. (Partner) more than 35 years of experience inthe surveying and mapping industry as well as engineering coordination throughout North and SouthAmerica. As the west coast Director of Surveying and Mapping, Mr. Daniels is a valuable resource to thePartner team.
Throughout his tenure as a professional surveyor, Mr. Daniels has worked as a Certified Survey Crew Chiefon a wide variety of commercial, industrial, municipal, and multi-family properties. As a licensedProfessional Land Surveyor in California, Nevada, and Arizona, Mr. Daniels has been involved in all aspectsof land surveying ranging from control surveys for the San Francisco Port Authorities at the San FranciscoInternational Airport to construction staking on the Los Angeles Metro Link RedLine train station andtunneling project in North Hollywood, California.
Field Survey ExperienceMr. Daniels has extensive experience in field construction staking, ranging from small lot residential housingto mass grading of hillside construction projects consisting of slope staking, buttress back-cuts, keywaystaking and alluvial removal surveys. Mr. Daniels’ field surveying experience also includes Rough and FinishGrade staking, Building and High Rise control, underground Parking Garage layout, Wet and Dry Utilitieslayout, As-Built Design Surveys for Civil Engineering purposes, ADA Accessibility Surveys and Solar Panellayout surveys.
Mr. Daniels also has considerable experience in Settlement/Subsidence/Monitoring surveys used todetermine the horizontal and vertical movement of buildings, walls, dams and large land fill areas usingElectronic Instruments and Digital Leveling with accuracies to 0.001 of a foot.
Office Mapping ExperienceMr. Daniels has over 13 years of experience in office mapping. His responsibilities have included proposalpreparation, contract negotiations and review, and project research at local agencies. Mr. Daniels is alsowell versed in the preparation of:
Tentative Parcel/Tract MapsFinal Parcel/Tract Maps and MonumentationRecord of SurveysLot Line AdjustmentsLegal Descriptions and Exhibits for Easements, Dedications and VacationsBoundary Surveys
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Title Report ReviewALTA/ACSM Land Title SurveysCondominium PlansCertificate of ComplianceRight of Way Dedications
As Director of Survey & Mapping, Mr. Daniels is responsible for all field and office survey functions, as wellas quality control and coordination with clients, architects, contractors, and public agencies. Mr. Daniels’expertise covers all aspects of land surveying, mapping, and construction survey.
Project ExperienceMunicipality and Government SurveysEdwards Air Force Base, Palmdale, CA. Site Survey support and mapping.
Landfill Expansions & Pipeline Surveys, Puente Hills, CA. Landfill topographic surveys, construction stakingfor new land fill placement areas and underground piping.
Chevron Refinery, El Segundo, CA. Survey support
Port of Los Angeles. Loading Docks and Terminal Improvements / Expansion Surveys
Department of Transportation, CA. Construction Staking for I-5/I-22/I-57 (Orange Crush) FreewayInterchange
LA County Metro Redline, North Hollywood, CA. Construction Staking for the Underground Train Station &Tunnel Project
San Francisco CA International, CA. Airport Expansion Project, Primary Survey Control for Port Authorities
Utilities SurveysSouthern California Edison Sub-stations, Power Plants and Tower Access Roads Construction StakingMascot Substation Construction Staking – Hanford, CATriton Substation Construction Staking – Temecula, CADevers Substation Construction Staking – North Palm Springs, CASan Joaquin Cross Valley Loop (12 miles of access roads and 50 towers) – Visalia, CAMenifee Electrical Towers Tower grading and placement –Hemet/Menifee, CA
Preliminary Design SurveysDesertXpress Train Route Survey. Horizontal and Vertical Aerial control survey for the proposed High SpeedRail project from Victorville, CA to Las Vegas, NV. Survey included Aerial Mapping control for the 182 mileroute along Interstate 15 for 1”= 400’ scale mapping.
International SurveysConcepcion, Chile. Subsidence and Horizontal Movement Survey of an Earthquake Damaged 23 storyhigh rise building.
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Multifamily / Residential SurveysMission Viejo & Aliso Viejo Planned Communities, Orange County, CA. Mass grading of hillsideconstruction projects consisting of slope staking, buttress back-cut staking, keyway staking and alluvialremoval topographic surveys followed by the construction staking for arterial roads, residential housingtracts, school sites, underground utilities and improvement staking.
Villa Venetia Apartments, Costa Mesa, CA. Staking for a 28 building Apartment Complex renovation of on-site parking, interior lake and stream fingers together with hardscape improvements beginning withcomplete on-site topographic surveys and continuing with construction staking of a new lake, upgradedstream fingers, hardscape/BBQ areas/Cabanas, new Amenities Building and Parking Structure.
Pinebrook I & II, Costa Mesa, CA. Topographic survey of interior lakes, stream fingers and existinghardscape of a 90 building Apartment Complex currently in the civil design phase of construction.
Snowberry Apartments, Riverside, CA. Mass grading and construction staking ending with a PostConstruction ALTA Land Title Survey for an 18 building complex on 17 acres.
Mayfair Court Apartments, San Jose, CA. Provided Pre-construction ALTA Survey and Piles placement forunderground Parking Garage with subsidence/horizontal movement surveys during the construction phaseending for a 6 story apartment complex over underground parking structure with a Post ConstructionALTA Survey.
Regional Shopping Mall SurveysExterior Construction Staking and Interior Improvements including ground up construction staking, interiorTenant Improvements, Elevators/Escalators and Parking Structures.
Chino Hills Mall- Chino Hills, CAShoppes at Mission Viejo- Mission Viejo, CALaguna Hills Mall- Laguna Hills, CAWestminster Mall- Westminster, CABrea Mall- Brea, CASouth Mountain Pavilion- Phoenix, AZWalgreens- Cave Creek, AZLowes- Gilbert, AZLowes- Casa Grande, AZLowes- Las Vegas, NVEastern Shopping Center- Las Vegas, NV
AffiliationsCalifornia Land Surveyors AssociationCalifornia State ChapterOrange County Chapter
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R. Shannon Cole, PMP®,Associate AIAProject Manager
EducationBall State University, Bachelors of Architecture / Bachelors of Science in Environmental Design
RegistrationsProject Management Professional (PMP)®OSHA 10-hour Construction Safety and Health Certification
TrainingCertified Energy Auditor (CEA)® – In TrainingLeadership in Environmental Energy and Design, Green Associate – In Training
Highlights14 years in the architecture field10 years in the property / facility consulting industryAssessed over 62 million square feet of property of various building types
Experience SummaryMr. Cole capitalizes his past architectural design and consulting experience with assisting PartnerEngineering and Science Inc. (Partner) clients in their property and facility condition assessments. Scopes ofwork have included, but are not limited to, ADA / Code Compliance, Asset Inventories, ContractAdministration, Cost Estimating, Data Reconciliation, Due Diligence, Energy Audits, Property / FacilityCondition Assessments, Project Management, and Space Planning.
Mr. Cole in knowledgeable in a variety of property types for the needs and requirements of a varied numberof reporting standards, including ASTM E2018-08 standards. He has significant experience in assessingairports (international/municipal/general), correctional facilities (adult and youth), financial institutions,higher education, historical properties, hospitals/medical clinics, judicial buildings, military housing(unaccompanied/family), office buildings, and post offices. Specifically, Mr. Cole has performed PropertyCondition Assessment (PCAs) and ABA/ADA Compliance Assessments domestically throughout twenty (20)states, one (1) US territory, and internationally in seven (7) countries.
Project ExperienceCity of Phoenix Airports (PHX/DVT/GYR), Phoenix, AZ – 141 buildings / 6 million square feetManaged staff and project from initiation to final delivery. Captured full life cycle cost data of buildingcomponents within a 10-year capital planning forecast. Identified key assets as deferred maintenance,capital planning, ADA and code compliance, and energy conservation measures.
State of Oregon, Statewide, OR – 109 buildings / 1.9 million square feetCaptured full life cycle cost data of building components within a 10-year capital planning forecast.Identified key assets as deferred maintenance, capital planning, ADA and code compliance, seismic issues,and energy conservation measures.
State of Utah, Statewide, UT – 68 buildings / 2.2 million square feet
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Captured full life cycle cost data of building components within a 10-year capital planning forecast.Identified key assets as deferred maintenance, capital planning, ADA and code compliance, seismic issues,and energy conservation measures.
United States Navy, Worldwide – 82 installations / 1,081 buildings / 30.7 million square feetManaged staff and projects for the US Navy Unaccompanied Housing Assessment Program (UHAP) ofproperties worldwide. Responsible for data collection/management activities to assess the overall conditionof facilities to include: architectural, mechanical, electrical, plumbing, and structural systems.
Scope of work included: data reconciliation of housing inventories, design space allocations, campusamenity inventories, lifecycle analysis, life safety issues, ADA/ABA compliance, and quality of life criteria.
Various Clients, Nationwide – 256 buildings / 8.2 million square feetPerformed site assessments of facilities of a variety of building types, focusing within the architectural andstructural conditions, as well as building code, life safety, and ADA compliance. Assessment data collected,interpreted, and populated within proprietary software used for capital planning and maintenancescheduling.
United States Postal Service (USPS), Statewide, IN – 67 buildings / 240,000 square feetResponsible for site investigations of United States Postal Service (USPS) Leased Space Accessibility Program(LSAP) facilities throughout the Indiana for their non-compliance with ABA/ADA guidelines. Investigated,documented existing configuration, and created compliant design solutions for USPS facilities and managedall deliverables throughout the program process.
AffiliationsMember of the Project Management Institute (PMI)Associate Member of the American Institute of Architects (AIA)Member of the Association of Energy Engineers (AEE)
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Paul Zavalney, AIATechnical Director
Investment Advisory Group
EducationBachelor of Architecture, Arizona State University
RegistrationsRegistered Architect
HighlightsAlmost 35 years’ experience in Real Property Evaluation and Solutions ConsultingPrimary services to clients include:
Property Condition and other Due Diligence Assessment TasksBuilding Forensic EvaluationsOwner / Lender Construction Phase Representation
Experienced in: retail, office, industrial, residential, hospitality, institutional, and high-rise facilities
Experience SummaryAs a Technical Director for Partner Engineering and Science (Partner), Mr. Zavalney provides: client services,project management, technical leadership and staff mentoring for facility evaluation, consulting andsolutions services. He has over 35 years’ professional experience in evaluating a wider range of existingfacility types throughout the United States.
Mr. Zavalney has managed nation-wide assessment portfolios as well as performed Facility Assessments fora variety of client types. For Equity and Institutional Investor clients, he has assembled and managed multi-disciplinary assessment teams to meet client and facility-specific needs. Mr. Zavalney has identifieddeficiencies in building systems (foundation, structural, roofing, exterior wall, pavement, and accessibility),recommended corrective options, performed contract administration, and provided litigation support toowners and design professionals.
Mr. Zavalney has also developed specialized facility assessment tools and standards for commercial andgovernment clients. His experience includes conducting needs analysis sessions, developing work programscopes, project team oversight, development of assessment protocols, and working with application serviceproviders. Mr. Zavalney is considered an expert on Accessibility regulations in the United States and hasprovided litigation support to owners.
Project ExperienceProperty Condition – Due DiligenceDue Diligence Coordination / Resort Hotel/Casino / Las Vegas, NV.As part of the acquisition process, the lender requested Mr. Zavalney to assure the buyer’s consultant team’sefforts met the lender’s Property Condition Assessment standards. In addition, Paul participated in projectteam meetings, and teleconferences to provide scope clarification and guidance. He reviewed variousreports, identified gaps in the preliminary assessments and provided feedback to the consultant team toclose those issues. His Executive Summary report evaluated their findings and repair/replacement costrecommendations.
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Property Condition Assessments / National Hotel PortfolioThe client was negotiating a potential purchase of over 90 hotels located in the United States. Mr. Zavalneywas the leader of the team that performed Property Condition and Environmental Assessments on severalhotels. Work was performed in strict confidentiality while escorted by representatives of the seller. All sitevisits were completed in eight weeks. After all site visits were completed, a debriefing session was conductedabout the assessment findings and repair/replacement cost recommendations.
Equity Due Diligence ManagementMr. Zavalney managed and conducted multiple Equity Due Diligence Property Condition Assessmentprojects. Building types included commercial office (low-and high-rise); retail; regional mall; multi-family;and office/warehouse facilities. Follow-up assessments were sometimes required. If an issue is identifiedthat cannot be resolved during the site visit, Mr. Zavalney contacted the client to expedite additionalevaluation in an effort to provide results prior to the property loan closing.
Property Condition Assessment / High-Rise Office Complex / St. Louis, MO.As part of their due-diligence, a lender required a Property Condition Assessment of a facility that included16- and 23-story office towers, and two parking garages. Built in the 1970s and although the parkinggarages had undergone prior repair efforts, approximately $1 million in repairs were recommended. Aseparate study performed by a parking structure expert consultant confirmed the opinion of repair cost.
Multi-Family Physical Needs Assessments / Various Federal ProgramsMr. Zavalney has conducted and/or managed multiple Physical Needs Assessments of multi-familyproperties for a variety of clients to meet various program scope of work requirements:
Ø Low Income Housing Tax CreditØ Freddie MacØ Fannie MaeØ HUD MAPØ USDA-Rural Development
Often, the projects included pre-renovation inspections and reports, review of client’s rehabilitation plansand budgets for conformance to program requirements and inclusion of Critical and Short Term repairsidentified in the PNA report. Some projects included pre-renovation plan and cost review, progressinspections/draw reviews and updated post-renovation reports.
Facility Evaluation / Microchip Manufacturing Facility / Minneapolis, MN.In the 1960s, the client, an insurance company, developed two small, single story buildings totalling about150,000 square feet with long-term leases to a small, local IT firm. By 2000, the (now global) firm hadacquired surrounding property and assimilated the leased buildings into their 500,000+ square-footcampus, including conversion to central MEP systems. They had also made substantial renovations to thesubject buildings, including installation of clean rooms and R&D units. In anticipation of termination of thelease, Mr. Zavalney was asked to assess the client’s two buildings to determine the cost not only to correctdeferred maintenance, but also to restore the buildings to a condition suitable for independent sale or leaseas general office/warehouse buildings.
Accessibility Consulting ServicesVarious Multi-Family Developments / Phoenix, AZ.
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Mr. Zavalney provided pre-construction reviews of proposed residential developments for conformance toapplicable ADA, FHAA or Accessibility Chapters of Building Codes. He provided construction-phaseconsulting to identify changes in order to comply with accessibility standards. Mr. Zavalney also performedpre-purchase assessments of existing buildings to identify deficiencies and costs to correct. He also assistedowners to respond to allegations of non-accessibility received from the Arizona Attorney General’s office.
UFAS Consulting Services / Antioch Gardens and Villas / Stone Mountain, GA.Mr. Zavalney was the Project Manager for the construction of two phases of a senior living facility locatedin Stone Mountain, Georgia. The 146 units were split between single-story garden units and a four-storyflat-style building on a sloped site. The Georgia Department of Community Affairs (DCA) provided some ofthe funding for this affordable housing development, which required compliance with the State of GeorgiaAccessibility Standards and DCA inspection protocols. Since federal funding was also involved, compliancewith UFAS standards was also required. Mr. Zavalney provided pre-construction plan and shop-drawingreview, construction compliance observations, additional design reviews and assisted the client withfavorably resolving a dispute regarding the applicable design requirement for shower installation. A finalcertificate of compliance is provided to DCA.
ADA Assessment / Nationwide PortfolioProject Manager of a $250,000 ADA Assessment project for the owner of 85 regional retail malls nationwide.The client desired that their ADA compliance status be evaluated in a consistent manner as quickly aspossible, in response to a third-party claim. Mr. Zavalney developed and rolled-out client-specificassessment procedures and forms. He also made a presentation to a national meeting of operationsmanagers to help communicate corporate-level guidance on this issue. Opinions of corrective costs wereprovided.
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Jeffrey S. Falero, P.E.Senior Structural Project
Engineer
EducationMasters of Science, Civil Engineering (Structural), Stanford UniversityBachelor of Science, Civil Engineering, California Polytechnic State University, San Luis Obispo
RegistrationsProfessional Civil Engineer:
· Arizona 51065· California C56540· New Mexico 19871· Nevada 20774· Oregon 84203PE· Utah 7632645-2202· Washington 46766· Puerto Rico 24366
TrainingStructural Specialist Responder, FEMA National Urban Search and Rescue (US&R) Rescue Operations,
California Task Force 3 (Menlo Park, CA)
Highlights20+ years as a Civil Engineer/Structural Designer7+ years designing Building Modifications and Retrofit7+ years designing seismic bracing of MEP systems and non-Building industrial structures3+ years performing Tier I Evaluations
Experience SummaryMr. Falero serves as a Senior Project Manager for Partner Engineering and Science, Inc. (Partner). He isresponsible for performing structural calculations in accordance with modern and historic building codes insupport of building investigations and of structural retrofit, visiting properties and conducting on-sitereconnaissance including structural evaluations, visual observations, planning reviews and existing reportreviews, authoring seismic risk assessment reports, and providing technical recommendations and solutionsto both internal and external clients
Prior to joining Partner, Mr. Falero was responsible for the design of a diverse array of structures. Theseincluded, Multi-story steel platforms, pipe and duct support frames and conveyor systems, and SeismicBracing of Mechanical, Electrical and Plumbing systems for the new Medical Center of Stanford University,Hospitals, Research Facilities and Utilities throughout the San Francisco Bay Area. In addition, Mr. Falero isknowledgeable with Seismic Strengthening and Retrofit of wood, concrete, steel and masonry buildings,and and the seismic strengthening and new design of reinforced concrete box girder highway bridgesthroughout California. He has completed Seismic Evaluations of buildings both for the Federal GeneralServices Administration as well as for Private Property Managers and owners, and Seismic Evaluations forthe Building Occupancy Resumption Program (BORP) of the City of San Francisco and other AuthoritiesHaving Jurisdiction (AHJ)
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Project ExperienceProbable Maximum Loss (PML) EvaluationsBank, 1801 Van Ness Avenue, San Francisco, CA, December, 2016, Lucent Capital, The original concretebuilding was built in the 1920s, with retrofits including steel frames dating from 1975.
Retail, 1010 East Bidwell Street, Folsom, CA, December 2016, A10 Capital. “Benchmark” tilt-up concrete panelbuilding was constructed in 2003 with modifications in 2011.
Freddie Mac MultiFamily Seismic Risk AssessmentMulti-Family Housing, “The Tides”, 3185 Garrity Way, Richmond, CA, December 2016, Holliday FenoglioFowler. 13-building complex of max 3-Story wood buildings was constructed in 2002-2003. An aggregatePML was provided both for the individual buildings and the complex as a whole.
California Department of General Services (DGS) Seismic Independent Review ReportsCommercial Office, 750 Riverpoint Drive, West Sacramento, CA, January, 2017, AETNA. Original tilt-upconcrete panel building (with steel braced frame backup system in the short direction was constructed in1990. A complete ‘Tier 1’ screening of both the structural and non-structural systems and components wasperformed, as well as a thorough two step opinion of costs for achieving compliance with Standard ASCE41.
Structural Strengthening & RetrofitMulti-Family Housing, 1861 Poggi Street, Alameda, CA, December 2016, Acre Capital, LLC. 3-Story woodapartment building was constructed in early 1960s. A column at the ground floor / tuck under parkingregion required foundation strengthening to counter the settlement that had been experienced since before2010. The supported building needed to be raised directly over the strengthened column.
Multi-Family Housing, 2301 and 2309 Ascot Street, Moraga, CA, January 2016, SPM Properties. 3-Storymaximum wood apartment building was constructed respectively in 1972 and 1967. Seismic strengtheningemployed the insertion of new steel moment resisting space frames at the tuck-under parking areas
AffiliationsStructural Engineers of Northern California (SEAONC)American Institute of Steel Construction (AISC)National Society of Professional Engineers (NSPE)
PublicationsSpeeding Across Spain, Civil Engineering Magazine, June, 2001. Observations of various phases of
construction of the Madrid-Lleida line of the Linea de Alta Velocidad (AVE) high-speed bullet train,through both dense urban areas and remote mountainous terrain.
800-419-4923 www.PARTNEResi.com
Chris Lee, M.S. PEStructural Project Engineer
EducationB.S. in Civil Engineering California State University, Los Angeles, CAM.S. in Civil Engineering with emphasis in structural design, California State University, Los Angeles, CA
RegistrationsRegistered Professional Engineer (Civil), CA76549, AZ60558, NV23598, TX121028, WA52918, FL81483
TrainingASHERA 24 hour asbestos inspection courseHAAG certified roof inspectorASTM2026/2557 Seismic Risk Assessment
Highlights10 years of experience in structural design of structural design of construction projects.5 years of experience in assessments of existing buildings supporting cell carriers; i.e. Verizon, AT&T.2 years of experience in Forensic reporting and existing building code evaluations.2 years of experience in Jurisdictional plan review.
Experience SummaryMr. Lee has 10 years of experience in structural design of residential and commercial projects, includingwood, concrete, steel and masonry structures. His design work as project engineer includes newconstruction, expansion, renovation, remodel, structural observation, structural review, forensic reportingand construction administration. He has extensive experience with repair and retrofit for roof collapse, firedamage and foundation settlement as well as seismic retrofit design. His design work includes commercialremodeling, residential repair, and the repair of building failures.
Seismic Risk AssessmentsSeismic risk evaluations of individual buildings and portfolios; probabilistic and scenario losses; multi-hazardanalyses; business disruption and loss mitigation assessments. Author seismic risk assessment reports forreal estate transactions in accordance with industry practices.
Building Design/Seismic RetrofitEngineering and construction documentation for new and existing buildings; residential and commercialstructures; design experience with steel, concrete, masonry, and wood-frame construction. He hasperformed fire damage repairs, roof collapses, wood truss design and repairs, and equipment anchorages.Perform structural calculations in accordance with modern and historic building codes in support ofbuilding investigations and seismic retrofit analysis and design.
Telecommunications Building DesignCommercial building rooftop and parapet engineering designs & calculations to install AT&T and Verizonnetworks (Antennas, Remote Radio units, Fiber, H-frames). He has designed building equipment rooms
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and rooftop steel platforms supporting equipment cabinets, as well as designing FRP (r/f friendly) screensfor panel antennas at edges of buildings. Mr. Lee has designed new and existing attachments andfoundations to public right-of-way structures - wood, steel, concrete poles for the support of wi-fi advancedmeter data collector units for all of the jurisdiction for So Cal Gas territory.
Plan ReviewerMr. Lee has 2 years of experience in performing structural engineering work in the checking of designs,plans, and specifications for variety of structures for compliance for the City of Los Angeles Building &Municipal Codes.
Forensics ConsultingAs a Structural Project Engineer Mr. Lee has performed inspection and reports for the repair design for firedamage, earthquake damage, wind-damage, roof collapse, moisture intrusion and foundation settlementof buildings, parking decks and retaining walls, investigation of structural failures, vehicle impact damageto buildings, dry rot, ground settlement, differential foundation movement, including identification of causeand origin, and construction defects for a wide range of residential and commercial insurance claims.
Project ExperienceSeismic Risk ConsultingThe Laramar Group, 901 S. Ardmore Ave. Los Angeles, CA. PML with a structural report for a four-story 28-unit URM building in koreatown.
Berkeley Point Capital, llc, 16007 Merrill Ave. Fontana, CA, Oasis Townhomes. Seismic risk assessment for a15-apartment buildings w/107,000 sq. ft. building area.
Jackson Square Properties, 2300 Palisades Dr. Corona, CA, Palisades at Sierra del Oro. Seismic risk assessmentfor a three-story, 288-unit property w/292,000 sq. ft. building area.
Building Design/Seismic Retrofit12426 Landale Ave., 4443 Farmdale Ave., 2931 Military Ave., 2947 Kelton Ave. Structural design of four newtwo-story ground up custom homes in W. Los Angeles.
304 N. Van Ness Ave. Los Angeles, CA 90004. Mandatory seismic retrofit design.
Telecomm Building DesignHillhaven 1067 Park View Dr. Covina. Verizon Wireless New site builds.5155 W. Rosecrans Ave. Hawthorne. Sprint rooftop FRP antenna screens and equipment cabinets.
Forensics ConsultingRiverside Townhomes, 4807 Beck Ave. Valley Viillage, CA. Structural Fire damage evaluation.Handling Systems, 2659 E. Magnolia St. Phoenix, AZ. Roof Framing damage evaluation.Integrity Concrete, 540 Opper St. Escondido, CA. Roof Framing damage evaluation.Chilton & Leste Mangement, 4762 Maureen Ln. Moorpark, CA. Pavement depression/tree root evaluation.
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Franciscan Missionary Sisters, 11320 Laurel Canyon Blvd. San Fernando, CA. Elevated Walkway damage.Apple Campus 2, North Tantau Ave. Cupertino, CA. Storm Damage remediation work.Eastlake country club, 2375 Clubhouse Dr. Chula Vista, CA. Vehicle Impact damage evaluation.Valerie Lee + Associates 4506 W. Jefferson Blvd. Los Angeles, CA. Steel portal frame evaluation.Barker Management, 2023 E. 122nd St. Compton, CA. Vehicle damage and construction drawings.
AffiliationsStructural Engineers Association of California (SEAOC)American Society of Civil Engineers (ASCE)
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Betsy MillerTechnical Director
Government Services - Southwest
EducationM.S., Geology with minor concentrations in Geochemistry and Geophysics, University of Texas at El PasoB.S., Geology, Southern Methodist University, Dallas, Texas
TrainingOSHA HAZWOPER 40 HourOSHA HAZWOPER 8-Hour Supervisor Training
HighlightsOver 20 years of Project Management experience in environmental consulting industryPhase I and II Environmental Site AssessmentsSoil and Groundwater RemediationBrownfields Redevelopment
Experience SummaryMs. Miller is currently a Technical Director for Government Services in the Southwest focusing on businessdevelopment for state and municipal contracts. Responsibilities include business development, documentreviews, data reviews, resource allocation, training of junior staff, key account management, and preparingstatements of qualifications for large environmental services on-call contracts.
As a Senior Project Manager and Environmental Professional with over 20 years of experience, she has avast amount of experience coordinating and supervising Phase I and II environmental site assessments(ESAs), business environmental risk reviews, asbestos and lead surveys, and soil/groundwater remediationprojects. Ms. Miller was responsible for the coordination and supervision of environmental site assessmentsand soil/groundwater remediation projects involving petroleum and hazardous materials storage facilities.She supervises project teams consisting of geologists, engineers, technicians, and subcontractors. Inaddition, she reviews ESA reports prepared to ensure accuracy of the assessment, quality, and conformanceto proposal and client’s expectations. She has served as a project coordinator for a major petroleumcompany’s Arizona LUST sites. Project responsibilities include property transaction and environmental duediligence consulting, Department of Transportation hazardous materials investigations, brownfieldsredevelopment, air and water permit compliance, hazardous and mixed-waste management, and Phase IIESAs.
Ms. Miller’s experience also includes soil, soil gas and groundwater sampling; remedial system designoversight; proposal and cost preparation; data analysis; groundwater monitor well installation/monitoring;work plan preparation; quality assurance/quality control; risk mitigation; and Phase I ESAs. She has preparedcompliance and assessment reports, managed project budgets and timelines, and served as major clientcoordinator. Ms. Miller has reviewed and managed client contracts, certificates of insurance andsubcontractor services. Lastly, she has conducted project manager training for environmental staff,developed annual department goals, and is skilled at project and budget forecasting.
Project ExperienceMr. Miller conducts Phase I environmental site assessments for numerous properties in accordance withASTM E 1527 standards for a variety of clients including banks, real estate developers, mining, petroleum
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projects, industrial, municipal, and state agencies. Projects have included industrial facilities, airports,gasoline stations, commercial properties, dry cleaners, golf courses, agricultural land, multi-tenantapartment complexes, retail, single family homes, easements, historic mining facilities, highway corridors,and undeveloped land. Projects have included evaluation of vapor intrusion conditions, Phase II ESAs andremediation of hazardous materials.
City of Phoenix, Phoenix, AZ. Conducted and managed over 175 Phase I and Phase II Environmental SiteAssessments for the City of Phoenix for the light-rail, neighborhood services, and Aviation Community NoiseReduction Programs (CNRP). Sites included street corridors, industrial facilities, residential and commercialproperties. Prepared a report and GIS database for the CNRP project which summarized environmentalassessments conducted for the 780 sites in the CNRP.
Arizona Department of Transportation. Managed and prepared Arizona Department of Transportation andMaricopa County Department of Transportation preliminary initial site assessments for over 80 project sitesthroughout Arizona, which included asbestos & lead-based paint surveys and Phase II ESAs. Projectsincluded ESAs for a 3-mile stretch of land proposed for freeway development, 87-site summary for locationswithin the Phoenix metro area, and an intersection-improvement project for the City of Glendale. Identifiedareas with high risk for hazardous materials and recognized environmental conditions. Additional Phase Iand II assessments were conducted to evaluate recognized environmental conditions, including pesticideand petroleum contamination.
Arizona Department of Environmental Quality – Brownfields. Managed Brownfield projects for Arizonamunicipalities under an Arizona Department of Environmental Quality contract. Prepared comprehensivePhase I ESAs in addition to sampling of soil gas, asbestos, lead-based paint, mold, and guano. Projectsreceived a perfect score of “10” by the ADEQ for meeting project schedule and risk reduction.
Computer Manufacturing Facility, Arizona. Managed a site assessment investigating the impact of a releaseof used solvents in perched and regional aquifers at a computer technology manufacturing facility. The sitewas part of the Arizona Department of Environmental Quality’s Water Quality Assurance Revolving Fund(WQARF). Following evaluation of historical property data, groundwater monitor wells were installed and asoil-gas survey was conducted to aid in the assessment of the groundwater quality. A risk assessment wasconducted to evaluate potential threats to human health and the environment. Based on the results of thesite and risk assessments and groundwater modeling data, the site was granted closure status.
Maricopa County, Arizona. Served as Project Manager for a soil and groundwater remediation plan for a siteimpacted by a gasoline release at a County vehicle maintenance facility. In-situ vapor extraction inconjunction with a groundwater-treatment system recovered over 4,500 gallons of petroleum. The site wasgranted closure by the ADEQ.
AffiliationsEnvironmental Professionals of ArizonaArizona Women’s Envirolink
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Michael Montgomery, RASenior Project ManagerAccessibility Specialist
EducationB. Architecture, University of Idaho, 1985
RegistrationsState of Arizona Architect License #29760, December 20, 1995, PresentCertified Building Plans Examiner, International Code Council,Certified Accessibility Inspector / Plans Examiner, International Code CouncilCertification, Wood Destroying OrganismsCertification, Low-Slope RoofingCertification, 2010 ADA StandardsCertification, ADA in Existing Buildings
TrainingAmericans with Disabilities Act; International Code CouncilInternational Energy Conservation Code; International Code CouncilLife Safety Code; National Fire Protection Association
Highlights30 years in the profession of architecture20 years as a licensed architect20 years of experience with building codes, ADA, and FHAAFannie Mae and Freddie Mac compliant based on guide requirementsInternational Code Council Certified Building Plans Examiner & Accessibility Inspector/Plans Examiner
Experience SummaryMr. Montgomery is a Senior Project Manager and currently is a reviewer for PCAs and ADA surveys. He alsoserves as an accessibility specialist and technical reference for the firm.
Mr. Montgomery has 30 years of experience in the profession of architecture and constructionadministration as well as 15 years as a building code and accessibility specialist. He has significantexperience in due diligence assessments for a wide variety of property types and the needs andrequirements of various reporting standards, including ASTM standards, CMBS, Fannie Mae, and FreddieMac, along with client-specific requirements in order to facilitate real estate loan transactions. Specifically,Mr. Montgomery has performed Property Condition Assessments (PCAs), Regulatory ComplianceAssessments, and ADA and FHAA Compliance Surveys and Reports.
Mr. Montgomery has served as a senior technical architect on a wide variety of new construction andexpansion projects, including the Aladdin Hotel and Casino in Las Vegas, NV, the 21-story Phelps-Dodgecorporate office building in Phoenix, AZ, and the General Motors Automotive plant in Saltillo, Mexico. Dutiesincluded design development, oversight of construction documents production, specification writing, andconstruction management.
Mr. Montgomery holds certifications from the International Code Council as a Building Plans Examiner andan Accessibility Plans Examiner and Inspector.
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Project ExperienceMr. Montgomery has extensive experience in providing Property Condition Assessments (PCAs) for realestate property. He has personally conducted hundreds of PCAs in the U.S. Mr. Montgomery has intimateknowledge of ASTM’s E2018-08 Standard Guide for PCAs, as well as the unique reporting requirements ofFannie Mae, Freddie Mac, HUD, CMBS and client-specific requirements.
Mr. Montgomery has completed CMBS, Fannie Mae and Freddie Mac scope Property ConditionAssessments for lending and acquisition purposes for various regional and national real estate developersand management firms throughout the country. Work includes evaluation of office buildings, retailshopping malls and strip malls, class “A” high-rise office buildings, resorts and hotels, golf courses, mobilehome parks, multi-family properties, and industrial buildings.
Mr. Montgomery has personally conducted numerous ADA Surveys, Reports, and Advisory Services.Accessibility (ADA and FHAA) compliance surveys include retail, office, and hotel properties, including onehotel on the National Register of Historic Places.
Office / Mixed-UseOne East Washington St, Phoenix AZ. 638,044 SF high-rise office / retail center
IDS Center, Minneapolis MN. 1,429,609 SF high-rise office / retail center
Pruneyard at Campbell; Campbell, CA. 595,571 SF mixed-use office/ hotel/ retail facility
RetailCamelback Colonnade. 618,151 SF regional mall
Apache Mall, Rochester MN. 754,213 SF regional mall
Fashion Outlets of Las Vegas, Primm, NV. 375,722 SF regional mall
IndustrialAmericold, Fremont, Nebraska. 3,171,931 CF cold storage and distribution center
HotelsLe Meridian Dallas North, Dallas TX. 258 guestroom hotel
Radisson LAX Hotel; Los Angeles, CA. 580-guestroom high-rise hotel
Ravelle Lake Las Vegas; Henderson, NV. 349-guestroom resort hotel
ResidentialThe District at Mountain Vista; Mesa, AZ. 384-unit apartment complex
Citi on Camelback, Phoenix AZ. 178-unit low-rise apartment complex
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Astoria Tower Chicago, IL. 248-unit high-rise apartment/condominium/retail building
St. Ives Apartment Homes, Philadelphia, PA. 516-unit low-rise apartment complex
Regal Towers; Southfield, MI. 935-unit high-rise apartment buildings
Williamstown Apartments; Cheektowaga, NY. 528-unit low-rise apartment complex
Las Villas De Kino; Tucson, AZ. 348-unit low-rise apartment complex (Fannie Mae)
Skyline 1801; Denver, CO. 144-unit high-rise apartment building (Freddie Mac)
Vista Terrace Hills; San Ysidro, CA. 262-unit low-rise apartment complex (Fannie Mae)
ADA Compliance Reviews and ReportsRenaissance Des Moines Savery Hotel. 212 guestroom historic high-rise hotel
Superstitions Springs Mall; Mesa, AZ. 524,76 SFG regional mall complex
Decatur Center Shops; Las Vegas, NV. Neighborhood Shopping Center
Hilton San Diego Del Mar; Del Mar, CA. 257 Guestroom Hotel
AffiliationsInternational Code Council #5032121, April, 2000 – Present
SpeakingDevelop and teach in-house training for Americans with Disabilities Act (ADA) and Fair HousingAmendments Act (FHAA).
Adjunct Professor; Phoenix College; International Building Code, International ResidentialCode, ADA, Architectural Documents, Construction Materials and Methods.
PublicationsComplying with the FHA in NYC: It Can be Done, The Mann Report; September, 2014
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Steven Soussou, P.E.Director of Building Engineering
and Sustainability
EducationBachelor of Science in Electrical Engineering, The Cooper Union, New York
RegistrationsLicensed Professional Engineer, Pennsylvania
TrainingNational Fire Protection Association – Various Seminars on National Electrical Code Updates, Photovoltaic
design and other electrical engineering topics.MTA NYC Transit Track Safety Certification
HighlightsOperational Director of all Mechanical/Electrical/Plumbing & Fire Protection consulting, design, and
construction administration services.Over 23 years of client management, project management, design, and construction administration
experience.
Experience SummaryMr. Soussou serves as the Director of Facilities Engineering for the Mechanical/Electrical/Plumbing and FireProtection disciplines for Partner Engineering and Science, Inc. (Partner). He acts as a client liaison, projectmanager, and senior electrical engineer for a diverse body of projects. These projects include multipleportfolios across a wide variety of market sectors including Multifamily Residential, Healthcare, Corporate,K – 12 Educational, Higher Education, Commercial, Retail, Special Amusement, Photovoltaic, Marine, Transit,Municipal, and Insurance market sectors.
Mr. Soussou’s experience includes the design of normal and emergency/standby power distribution systemsincluding, medium voltage site infrastructure, building power distribution, emergency power generationsystems, uninterruptible power supplies, and photovoltaic systems. He also possesses extensive experiencein the design of most electrical systems including lighting and a variety of low voltage systems such as, firealarm, nurse call, public address, CCTV, access control, lighting control, load shedding, pump controls andmany others. Having worked on projects such as some of the tallest/fastest roller coasters and specialamusement attractions in the world, demonstrates his ability to dynamically address any unique designconstraints or challenges which may present themselves over the course of each project. Mr. Soussou’sdiversified experience across a wide range of project types and market sectors makes him uniquely qualifiedto help our clients find solutions to their design challenges.
Project ExperiencePublic School No. 23, Jersey City, NJ Partner provided professional engineering services to replace theexisting oil fired boiler systems, upgrade utility gas service, upgrade lighting in the boiler room, remove theexisting underground fuel oil tank for the exiting boilers. The removal of the underground fuel oil tank alsoincluded soil testing for contamination. The services for this project comprised of the design of systems forthe replacement of two existing boilers at Public School No. 23 in Jersey City, New Jersey. The originaldesign for the replacement of two existing boilers and associated equipment in 2009. The project was notundertaken at that time. Jersey City Public Schools decided to complete this project starting in 2013. Partner
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also provided Bidding and Construction Administration Services. Our services included the design andconstruction administration for the removal of an existing 10,000 gallon underground storage tank,including environmental oversight.Jersey City Municipal Complex, Jersey City, NJ. For this project, Partner professionals provided heating,ventilation and air conditioning, electrical and plumbing engineering services (MEP), structural engineeringservices, telecommunications and voice/data wiring, sustainable design and LEED certification, and lightingand hardware design. Partner professional’s ability to bring a wide range of engineering services to thetable allowed seamless coordination for the City and an interactive value engineering process that resultedin a cost effective design.Partner professionals utilized Revit MEP Building Information Modeling (BIM) software for the mechanicaland electrical systems, and Revit Structural BIM software for the structural systems. The use of BIM on thisproject allowed the creation of 3D models of the entire building, coordinating all architectural, structural,mechanical and electrical systems.Sussex County Community College, Newton, NJ. Partner Engineering prepared all construction documentsand provided construction support services for several projects on the college campus. One such projectconsisted of the design/installation of a new single mode, underground, fiber cabling infrastructure system,interconnecting all buildings on site. Design considerations included master planning for future buildings,long term protection of the cabling infrastructure, and construction phasing to accommodate the college’soperational schedule. Another major project consisted of an Electrical Service Upgrade along with thedesign of a backup generator system and upgraded UPS to serve the college’s campus existing networkequipment, and accommodate for future expansion. Again phasing was carefully considered to minimizedowntime and disruptions to the College’s operations.
2500 Kozloski Road Building, Freehold, NJ. This two-story, 49,700 square foot building is to house MonmouthCounty Sheriff’s Office Communication Division and the Office of Emergency Management. The RadioDispatch Center, a 24-hour operation, will be supported by computer technologies, information technologyapplications, and radio and telephone systems necessary to handle the 911 dispatch calls for police, fire andmedical assistance for the needs of the County. The operation center for the OEM portion of the buildingis designed to manage relief to significant weather or man-made disasters. Features of this building includea 1,500 square foot data center protected by redundant UPS systems, redundant computer room air-conditioning systems, and a 3 x 600 KW N+1 paralleled emergency generator plant.Library, Middlesex County College Edison, NJ. Partner designed the complete MEP system for a new 28,000-square-foot school library and bookstore. Design included a hi-tech design, which included exposed spiralductwork, exposed lighting, track lighting, and specialty systems. Partner designed the HVAC, electric,plumbing, and fire protection systems. Total construction cost was $4,500,000.
Pier Village II, Long Branch NJ. This project is a redevelopment project on the oceanfront of Long Branchfor Applied Companies, Inc. The project consists of residential (rental and condos), retail/office space, andparking structures. There are approximately 370,000 square feet of residential-type units in three buildingsof three or four stories each. On the first floor, of one of the buildings is 5,000 square feet ofoffice/retail/restaurant space. One of the other buildings has been provided with an underground parkinggarage. Adjacent to the third building is an approximately 70,000-square-foot parking structure.
Seabrook Village Retirement Community, Tinton Falls, NJ. Partner provided plumbing and fire protectionengineering services for the third neighborhood of a residential retirement campus for Erickson Retirement
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Corporation. This neighborhood consists of one community building and four residential buildings. The 2-story community building, which houses central activity and dining spaces for residents, including a chapel,classrooms, banks, hair salons, etc., as well as a commercial kitchen. These buildings also serve as the corefor many of the respective community’s residential building systems, including emergency powergeneration, cooling towers, boilers, and pumps. The community buildings are typically 51,000 square feetwith a construction cost of approximately $8,500,000. Each of the residential buildings contain between 85and 150 living units, as well as facility operation spaces located on the first floor. They are between 117,000and 147,000 square feet each, with construction costs ranging from $11 to $16 million.
Grand Cascades Lodge, Hardyston Township, NJ. Partner professionals provided the design for a 156,000-square-foot, five story building with parking structure below. The building has 206 units on the five floorswith a café, lounge facilities, game room, meeting rooms, commercial laundry, etc. A pedestrian link connectsthe new facility to the existing golf course clubhouse, which contains additional restaurants and otherservices. Partner professionals designed an air-to-air heat pump type HVAC system with individual through-the-wall units for the living units, and gas-fired rooftop air-conditioning units for public and circulation areas.Partner professionals also designed the power distribution, emergency generator, lighting, fire alarm,telephone, security, intercom, and domestic water system including central hot water, sanitary, fire sprinkler,and natural gas distribution. A lightning protection system was also provided.
Sunnyside Manor, Wall Township, NJ. Partner provided services for the design of HVAC, electrical, emergencypower, telephone, CATV, security, nurse call, patient wandering, plumbing, and fire protection systems fora new 121,374, of, 2-story senior care facility, with partial basement. The facility consisted of 3 wingsproviding care for patients requiring skilled nursing, and dementia as well as assisted living. The facilityincluded a full commercial kitchen and 2 warming kitchens for the preparation of meals, commercial laundryfacility, main dining room, therapy rooms, general lounges, and office spaces, in addition to the patientrooms.
Six Flags Great Adventure, Kingda Ka Coaster and Golden Kingdom, Jackson, NJ. Partner Engineering andScience prepared construction documents and provided construction support services for the design ofElectrical, HVAC, Plumbing and Fire Protection systems to serve the Kingda Ka roller coaster, and “GoldenKingdom” attraction at Six Flags Great Adventure’s. Kingda Ka is the world’s fastest and tallest coaster (0 to128mph in 3.5 seconds and 456’ high) and presented a variety of engineering challenges to fulfill itssuccessful design and construction. The Golden Kingdom attraction consisted of a 33,000 sf live tiger show,(Temple of the Tiger) as well as a variety of ride thematic elements, merchandising stores, concession kiosks,and associated site lighting. This is one of dozens of new ride and park expansion project performed byPartner Engineering and Science for Six Flax Great Adventure over the course of our 20+ year relationship.
Grand Cascades Lodge, Hardyston Township, NJ. Partner professionals provided the design for a 156,000-square-foot, five story building with parking structure below. The building has 206 units on the five floorswith a café, lounge facilities, game room, meeting rooms, commercial laundry, etc. A pedestrian link connectsthe new facility to the existing golf course clubhouse, which contains additional restaurants and otherservices. Partner professionals designed an air-to-air heat pump type HVAC system with individual through-the-wall units for the living units, and gas-fired rooftop air-conditioning units for public and circulation areas.
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Partner professionals also designed the power distribution, emergency generator, lighting, fire alarm,telephone, security, intercom, and domestic water system including central hot water, sanitary, fire sprinkler,and natural gas distribution. A lightning protection system was also provided.
Seashore Landfill PV Solar Project, Delilah Road, Egg Harbor Township, NJ. Partner was retained by KDCSolar LLC for the design of a 10.66MW DC ground mounted, direct grid connected, photovoltaic solarsystem atop an existing capped landfill. Partner professionals provided electrical engineering servicesthrough the completion of bid/permit documents and also provided construction administration services.The solar array consisted of 600VDC 235 watt LDK solar panels connected to DC combiner boxes, centralinverters, step-up transformers and a new outdoor 15KV main service switchgear for tie into an existing13.2KV AC overhead utility infrastructure. Electrical design services included specification of solar panels,racking, DC combiners, central inverters, step-up distribution transformers, main service switchgear, DCarray cabling, suspended cable management system, cable trays and conduit, 600V and 13.2KV AC cablingand conduit, distribution system design, grounding system design, coordination with the utility companyfor interconnection and coordination and integration of a DAS and SCADA system.
Pfizer, Inc. PV Solar Project, 100 Route 206 N. Peapack, NJ. Partner was retained by KDC Solar LLC for thedesign of a 7.97MW DC ground mounted, behind the meter connected, photovoltaic solar system. Partnerprofessionals provided electrical engineering services through the completion of bid/permit documentsand also provided construction administration services. The solar array consisted of a hybrid mix of 600VDC235 watt LDK and 1000VDC 310 watt Renesola solar panels connected to 600VDC combiners, 600VDCcentral inverters, 1000VDC string inverters, distribution panels, switchboards, step-up transformers and anew replacement outdoor 38KV main service switchgear for re-connection to the existing utility. Electricaldesign services included specification of solar panels, racking, 600VDC combiners, central and stringinverters, distribution panels, switchboards, step-up distribution transformers, a new replacement 38KVrated main service switchgear, 600V and 2KV DC array cabling and conduit, 600V and 35KV AC cabling andconduit, distribution system design, grounding system design, coordination with the utility company for re-connection of 34.5KV service and coordination and integration of a DAS and SCADA system.Seabrook Village, Inc. PV Solar Project, 300 Essex Rd., Tinton Falls, NJ. Partner was retained by KDC Solar LLCfor the design of a 3.97MW DC ground mounted, behind the meter connected, photovoltaic solar system.Partner professionals provided electrical engineering services through the completion of bid/permitdocuments and also provided construction administration services. The solar array consisted of a hybridmix of 600VDC 250 watt LDK and 1000VDC 310 watt CSUN solar panels connected to 600VDC combiners,600VDC central inverters, 1000VDC string inverters, distribution panels, switchboards, step-up distributiontransformers, an outdoor 15KV main PV switchgear and an outdoor 15KV 3-way switch for connection tothe existing 12.47KV campus main underground distribution loop feeder. Electrical design services includedspecification of solar panels, racking, 600VDC combiners, central and string inverters, distribution panels,switchboards, step-up distribution transformers, 15KV main switchgear, 15KV 3-way switch, 600V and 2KVDC array cabling and conduit, 600V and 15KV AC cabling and conduit, distribution system design,grounding system design, coordination with the utility company for connection of solar system andcoordination and integration of a DAS and SCADA system.NYCT/MTA Hurricane Sandy Claim Adjustment Support. Partner Engineering was engaged by Vericlaim toserve as the technical team leader and consultant for the adjustment analysis of the NYCT/MTA HurricaneSandy storm damage insurance claim. This claim included numerous rail yards, rail stations, ancillarystructures etc. as well as their associated equipment and systems. Many of these railyards were among the
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largest in the world requiring extensive investigation and analysis. Partner provided management andtechnical oversite of the multiple forensic consultants required as part of this evaluation and adjustmentprocess. Partner was responsible for the collection, review and presentation of the findings of theadjustment group to the insurance market, counsel, and NYCT/MTA representatives. In addition, Partnerparticipated in the survey and assessment of damages, development of repair/replacement methodologiesand projected construction phasing. Partner also led numerous technical discussions and meetings withNYCT/MTA, counsel and the insurance market.
800-419-4923 www.PARTNEResi.com
Andrew Zdon, PG, CEG, CHG
Technical Director – Water Resources
Education
Bachelor of Science, Geology – 1984 – Northern Arizona University
Registrations
State of California, Professional Geologist (No. 6006)
State of California, Certified Engineering Geologist (No. 1974)
State of California, Certified Hydrogeologist (No. 348)
State of Arizona, Registered Geologist (No. 33683)
Training
Assessment, Use and Management of Groundwater in Areas of Limited Supply, 2006, Groundwater
Resources Association of California
Introduction to ArcGIS9 and Environmental Applications of GIS, 2005, Northwest Environmental Training
Application of Risk Assessment for Environmental Decision Making at Contaminant Release Sites, 2005,
University of California, Riverside – University Extension
Conceptual Site Models and the Data Necessary to Make Technical Decisions Regarding Cleanup and Site
Closure, University of California, Riverside – University Extension
Model Calibration and Uncertainty Analysis Using PEST, 2003, Groundwater Resources Association of
California
GIS and Data Management for Ground Water Modeling, 2001, National Ground Water Association
Highlights
Nearly 30 years of geology, hydrogeology, and engineering geology experience
Provided services for governmental agencies (federal, state and local), non-profit and for-profit
corporations, and private individuals
Provides services ranging from water resource/supply investigations, impact analyses related to NEPA
and CEQA analyses, groundwater modeling, water sourcing investigations, water supply
management plans, mine hydrology investigations, minerals remoteness assessments, restoration
project management, and environmental investigations
Experience Summary
Mr. Zdon has nearly 30 years of experience in a variety of hydrogeology-related projects. He is a California
Professional Geologist, Certified Hydrogeologist and Certified Engineering Geologist. Mr. Zdon is a
recognized subject matter expert in the area of numerical groundwater flow modeling and has been an
instructor at California State University, Los Angeles in Groundwater Models and Management.
Mr. Zdon was also appointed in 2013 by the Inyo County Superior Court as Watermaster for a surface water
system in the Owens Valley. His specialties include basin analyses and relationships with spring systems,
numerical groundwater modeling including, flow, groundwater/surface water interactions including spring
flow, contaminant transport and dual-phase flow in both basin fill and fractured rock environments.
Investigations in these areas can be in support of CEQA/NEPA analyses, water resource development
evaluations, or providing third party review, supervision of UST identification, abandonment and removal.
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As an expert witness, he has served on a number of cases and provided both depositions and court
testimonies. Mr. Zdon was appointed to serve on the first Technical Advisory Committee for the newly
combined California Board for Engineers, Land Surveyors and Geologists. He also received Certificates of
Commendation and Appreciation for his volunteer service as a Subject Matter Expert for the former
California Board for Geologists and Geophysicists.
Project Experience
Spring Survey, Mojave and Sonoran Deserts, San Bernardino, Los Angeles, Kern and Inyo Counties, California.
Principal investigator for Mojave Desert-wide spring survey for the Barstow, Needles and Ridgecrest U.S.
Bureau of Land Management Districts. Also included lands owned by project partner land trusts. Work
consisted of records search (inclusive of technical data, water rights information, BLM records search, and
cultural historic information), field inspection of more than 300 springs, and preparation of a comprehensive
report and catalog of springs that serves as the most comprehensive and temporally consistent
investigation of springs ever to occur in the region. Field data included refining location information, field
water quality parameters and flow, collection and analysis of water samples for stable isotope analysis,
identification of vegetation present including invasive species, identification of wildlife use including use by
non-native animals, types of spring disturbance, and general geological observations. This project was
reported on in several publication including USA Today.
Project Management, Feather River Basin, Plumas County, California. Project management and
hydrogeological services related to a restoration project along Indian Creek in the Feather River headwaters
for the Feather River Land Trust. Work included organizing hydrogeological (including production well
drilling) and engineering and irrigation subcontractors to complete infrastructure for the project in a short
time frame (less than six months). Successful siting of the well resulted in yield more than two times greater
than client expectations.
Hydrogeologic Evaluation, Amargosa River Basin, California and Nevada. Principal in Charge and project
manager for ongoing basin-wide investigation of the resources of the California-portion of the Amargosa
River basin. Investigations have ranged from baseline data collection efforts to wide-ranging geochemical
investigations (including isotope studies) of groundwater issuing from springs, from the Amargosa River,
and from existing wells. Results have been groundbreaking, and have resulted in ongoing reevaluation of
the conceptual model of this part of the basin (more than 2,000 square miles) that had been held for nearly
50 years. Being a spring-fed river, the investigations along the Amargosa River highlight the evaluation
interactions between surface water and groundwater.
Hydrogeology Expert, Orange County Groundwater Basin, California. Served as an expert witness regarding
hydrogeologic conditions associated with the shallow, principal and deep aquifers of the Orange County
Groundwater Basin. Focus was on groundwater flow, Irvine Ranch Water District well field-caused hydraulic
gradient changes, and the potential for shallow contamination to reach the principal and deep aquifers.
Water-Supply Feasibility Study, Inyo County, California. Principal in Charge for hydrogeologic services
associated with a feasibility study for a potable water supply and fire-flow system for the community of
Tecopa in Inyo County, California. Waters in the area typically have elevated dissolved solids and metals
such as arsenic and residents routinely obtain water from distant sources. The study was being conducted
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under a grant from the California Department of Water Resources, and as a result of this work, a grant to
implement the water system has been received.
Groundwater-Supply Feasibility Study, Lake County, California. Currently conducting a feasibility study
inclusive of preliminary numerical groundwater flow modeling for the Soda Bay area of Clear Lake. The area
is in complex volcanic terrain and has been previously served primarily by surface water from Clear Lake
which is seasonally problematic due to water quality issues.
Water Resource Assessments, Mono County, California. Served as consultant to Mono County conducting
groundwater availability assessments for several Mono County communities including: Antelope Valley
(West Walker River); Mono City and Lee Vining (Mono Basin), Crowley and the Tri-Valley areas (Owens River).
Work included conducting field reconnaissance activities, developing groundwater recharge estimates,
evaluating local groundwater budgets, identifying potential future impacts due to regional growth, water
quality issues, etc. He has also provided hydrogeologic support to the County of Mono with respect to
reviewing and evaluating groundwater modeling conducted to evaluate potential impacts caused by
expansion of a geothermal plant in Mono County.
Groundwater-Supply Feasibility Study, San Mateo County, California. Currently conducting a feasibility/well
siting study related to the development of a groundwater supply for the La Honda area in the northern
Santa Cruz Mountains of San Mateo County. The area has relied on surface water for its water supply and
groundwater is being considered as a supplemental source of water for the San Mateo County Community
Service Area No. 7 water system.
Water Resource Assessment, North Coast, California. Serving as consultant to confidential client (vineyard)
to evaluate water supply for existing and future development of vineyards along the North Coast of
California. Investigation identified a previously unidentified aspect to the hydrologic conceptual model
indicating that more groundwater may be available to support future development and potentially alleviate
long-term concerns for local impacts to springs. Additional data collection and analysis was recommended
to support these new findings.
Well Siting Analysis, Los Angeles County, California. Conducted analyses including fracture trace analysis to
identify potential production well sites for the Elizabeth Lake Mutual Water Company. The area of the well
will be within the trace of the San Andreas Fault Zone, resulting in a fairly complex fracture analysis and
review of existing of wells and springs.
Hydrogeologic Characterization and Flow and Transport Modeling in Volcanic Terrain, Mono County,
California. Served as expert witness and manager of environmental activities at 7,000-gallon gasoline
release that occurred in faulted, volcanic terrain upgradient of a town water-supply well field. Work
conducted at the site also included characterization of rock units including the use of rotary drilling and
oriented-core drilling, surface and down-hole geophysical surveys, and extensive vapor and groundwater
sampling. Developed a conceptual model and follow-up numerical groundwater flow and transport model
to evaluate potential timing and magnitude of impacts to down-gradient town water-supply wells and
associated remediation scenarios both to evaluate on-site remedial effectiveness and risk reduction
associated with water supply.
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Numerical Flow Modeling, Owens Valley, Inyo County, California. Hydrogeologic consultant for the Owens
Valley Indian Water Commission through the development of hydrogeologic data gathering, development
of conceptual models for the Lone Pine Reservation, Big Pine Reservation and Bishop Reservation areas of
the Owens Valley, and development of numerical groundwater models for each of these areas. The models
developed provide these Paiute/Shoshone tribes with tools to evaluate the impacts on local reservations of
water resource activities conducted by outside agencies. This U.S. Geological Survey – peer reviewed
modeling effort provided strong water management tools for the tribal community of the Owens Valley.
Watershed Assessment, Flow Modeling and Impact Analysis for Increased Pumping, Sierra Nevada, Mono
County, California. Consultant to Mammoth Mountain Ski Area in a joint project with the Mammoth
Community Water District regarding water resources issues associated with a proposed land transfer with
the Inyo National Forest, and the potential development of a water supply in an eastern Sierra watershed.
Work involved developing conceptual model and associated preliminary numerical groundwater flow model
of an eastern Sierra watershed, conducting field investigations to evaluate hydrogeologic parameters
(including aquifer testing of potential water-supply wells) identified to be sensitive in the numerical model,
and finalizing the numerical groundwater flow model through updating parameters and boundary
conditions based on data obtained from the field investigations and performing a transient calibration. The
final numerical model was used to evaluate potential groundwater impacts of the proposed project.
Seepage Modeling, Mine Tailings Mitigation, New Zealand. Provided technical oversight for finite element
groundwater seepage modeling (SEEP/W) and hydrogeologic evaluation of tailings mitigation, Coeur Gold
Golden Cross Mine Tailings Impoundment, New Zealand. Modeling was conducted to evaluate practicability
of tailings dam dewatering schemes.
Affiliations
National Ground Water Association
Groundwater Resources Association of California
Geological Society of America
Society for Mining, Metallurgy and Exploration
Speaking
Davisson, M.L., A. Zdon (2015) “Constraints on the Recharge Sources, Flowpaths, and Ages of Groundwater
in the Amargosa River Valley”, Oral Presentation with Abstract, 2015 Jim Deacon Memorial Devil’s Hole
Annual Workshop, Ash Meadows National Wildlife Refuge, Nevada. (May 7, 2015).
Belcher, W., D. Sweetkind, C. Hopkins, M. Poff, A. Zdon, L. Davisson (2015) “Evaluating Groundwater Flow
Paths in Lower Amargosa Valley, Nye County, Nevada and Inyo County, California: Conceptual Model.” Oral
Presentation with Abstract, 2015 Jim Deacon Memorial Devil’s Hole Annual Workshop, Ash Meadows National
Wildlife Refuge, Nevada. (May 7, 2015).
Love, A.H., A. Zdon (2015) “Assessing Limited Water Resources - Water Resources Forensics.” 25th Annual
International Conference on Soil, Water, Energy, & Air, San Diego, CA. Oral Presentation presented March
24, 2015.
Andrew Zdon, PG, CEG, CHG
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Zdon, A., A.H. Love (2015) “Legal and Regulatory Considerations for Land/Water Conservation Science.”
California Council of Land Trusts Land Conservation Conference, Sacramento, CA. Oral Presentation
presented March 6, 2015.
Zdon, A. (2015). “Southern California Water: Issues Facing the Conservation Community.” California
Council of Land Trusts Land Conservation Conference, Sacramento, CA. Oral Presentation presented March
5,2015.
Zdon, A., W. Belcher, D. Sweetkind, M. Poff, C. Hopkins (2015) “Hydrologic Characterization: A Crucial
Component for Protecting Wildlife Habitat along the Amargosa Wild & Scenic River.” Abstract and Oral
Presentation, 2015. Amargosa Vole Working Group Meeting, Western Section of the Wildlife Society, Santa
Rosa, CA. January 27. Joint paper with U.S. Geological Survey.
Zdon, A. (2014) “Baseline Hydrologic Characterization of Springs in the California Desert: A Critical
Component for Water Resource Management.” Abstract and Oral Presentation, Devil’s Hole Conference,
Death Valley National Park. Presented April 30, 2014.
Zdon, A. (2014) “Understanding Your Water Resources.” Workshop, California Council of Land Trusts Land
Conservation Conference, Sacramento, California. March 5.
Zdon, A. (2013) “In the Footsteps of Early Researchers: Evolving Hydrologic Understanding in the California
Desert.” The 2013 National Ground Water Association Summit: The National and International Conference
on Groundwater, San Antonio, Texas. June 1, 2013. Oral Presentation with Abstract.
Love, A.H., Zdon A., Philipp, J.R. (2013) “Testing the Established Regional Hydrologic Conceptual Model in
the Amargosa River Basin, California and Nevada.” The 2013 National Ground Water Association Summit:
The National and International Conference on Groundwater, San Antonio, Texas. June 1, 2013. Oral
Presentation with Abstract.
Zdon, A. (2013) “Water: The Missing Element in Land Conservation.” The 2013 California Land Conservation
Conference, California Council of Land Trusts, Sacramento, California. March 19, 2013. Concurrent Session
leader and presenter.
Zdon, A. (2013) “Baseline Hydrologic Investigation and Monitoring, Amargosa River Wild and Scenic River
System, California and Nevada.” The 2013 California Land Conservation Conference, California Council of
Land Trusts, Sacramento, California. March 19, 2013. Oral presentation.
Publications
Zdon, A., M.L. Davisson, A.H. Love (2015) “Testing the Established Hydrogeologic Conceptual Model of
Source Water to the Amargosa River.” Environmental Forensics, Volume 16, Number 4. Pages 344-355.
Zdon, A. (2014) “Wading Deep: The Importance of Hydrological Monitoring.” California Council of Land
Trusts, Conservation Frontiers, Volume 5.3, July. 8 p.
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Traylor, R.L., Zdon, A., Zawadki, A. (2001) “Identification of Areas for Potential Recharge Projects, New Well
Siting Areas and Basin Source Water Assessment.” Proceedings of the XXXI International Association of
Hydrogeologists Congress Munich, Germany, 10-14 September 2001: New Approaches Characterizing
Groundwater Flow. Pages 657-661.
Brothers, K., Tracy, J., Kaufmann, R. F., Stock, M., Bentley, C., Zdon, A., and Kepper, J. (1992) “Hydrology and
Interactive Computer Modeling of Ground and Surface Water in the Lower Virgin River Valley, primarily in
Clark County, Nevada.” Las Vegas Valley Water District, Cooperative Water Project, Series Report No. 1, 90
p.
Brothers, K., Buqo, T. S., Tracy, J., Kaufmann, R. F., Stock, M., Bentley, C., Zdon, A., and Kepper, J., 1993,
Hydrology and steady state ground-water model of Cave Valley, Lincoln and White Pine Counties, Nevada:
Las Vegas Valley Water District, Cooperative Water Project, Series Report No. 11, 48
Zdon, A., ed. (1991) “Geology of the Las Vegas Region.” American Association of Professional Geologists,
Nevada Section, 1991 Field Trip Guidebook. Las Vegas, Nevada.
If applicable, include published articles, white papers, blogs, etc.
Contact
800-419-4923 www.PARTNEResi.com
Jeffrey Szabo, P.E.
Senior Project Manager
Education
BSCE in Civil Engineering from Rutgers University, New Brunswick NJ (1987)
Registrations
NJ Licensed Professional Engineer, NJ (#24GE04457700)
Highlights
30 years in the land development, infrastructure design, and construction
Water and wastewater systems design
Environmental permitting and remediation
Experience Summary
Mr. Szabo is a Licensed Professional Engineer known for delivering client satisfaction and repeat work. He
brings years of solid experience with a demonstrated aptitude to provide the highest level of consulting
services to private and public clients while maintaining exceptional project quality and timely deliverables.
Mr. Szabo evaluates end-user operational requirements to fashion appropriate development program in
order to meet the intended goals, and is effective at planning, executing, monitoring and closing-out
projects. He is skilled in public presentation, relationship building, program development & analysis, and
team leadership.
Project Experience
Residential, Mixed-Use, Commercial, & Institutional Development
1500 Harbor Boulevard – Maxal Group, Weehawken, NJ. Project Manager for the redevelopment of a
waterfront office building to a residential development converting approximately 160,000 square feet of
existing former Hartz Mountain waterfront office space to approximately 240 residential rental units with
parking and various amenity spaces. Building height will be increased from three to five stories. The site is
located in a FEMA-designated V flood zone requiring flood-resilient design and environmental permitting.
Promenade Bayonne – Kaplan Companies, Bayonne, NJ. Project Manager for subdivision and site plan
proposing redevelopment of the former Chevron-Texaco fuel storage and distribution facility in Bayonne,
NJ. The site lies within the Bergen Pointe Redevelopment Zone and northeast of the confluence of Newark
Bay and the Kill Van Kull. The total area of the redevelopment is 77.12 acres, the majority of which is being
remediated and capped under the requirements of an approved Remedial Action Work Plan. The project
proposes to construct a mixed-use development with associated parking and loading areas, a community
building, several community parks, a waterfront walkway, and a sanitary sewage detention and pumping
facility.
iPark Edgewater – National RE/Sources, Edgewater, NJ. Project Manager and Lead Engineer for site plan
proposing redevelopment of former Unilever Research facility on the Hudson River waterfront in Edgewater,
NJ into a mixed-use community. These services include civil engineering, landscape architecture, and
environmental permitting for the development of the former Unilever campus. The redevelopment, at
completion, will include 12 buildings including residential, retail, municipal offices, and parking structures
as well as continuous public access along the Hudson River waterfront. This project provided the
opportunity to transform an under-utilized facility into a prime asset with views of the New York City skyline.
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Short Hills Redevelopment – Mack-Cali/Roseland Properties, Short Hills, NJ – Project manager for
redevelopment of an existing office building and adjacent parking field located at 150 John F. Kennedy
Parkway into a residential building containing 200 dwelling units and a hotel containing 246 rooms with
banquet, restaurant, and pool facilities.
Journal Squared – The KRE Group, Jersey City, NJ. Project Manager for site plan proposing three (3) high-
rise residential buildings (1,820 units) with ground level retail (36,000 GSF) and structured parking located
within Journal Square 2060 Redevelopment Area immediately adjacent to the Journal Square PATH Station.
Architectural and site design is pursuant to Journal Square 2060 Redevelopment Plan intended to foster the
redevelopment of Jersey City's central business district, by providing transit-oriented development of new
housing, offices, commercial, and public open spaces within walking distance to the Square and transit
facilities. Project proposes the reconstruction of Magnolia Avenue creating a pedestrian plaza and
commuter entry into the heavily accessed Journal Square PATH Station. Project involves significant
coordination between stakeholders including PANYNJ, City Planning, and Municipal and Public utility
providers. Urban Transit Hub Tax Credit was successfully acquired.
99 Hudson Street – Hartz Mountain/Roseland Properties, Jersey City, NJ. Project Manager for site plan
proposing a high-rise residential building (959 units) with ground level retail (45,800 GSF) and structured
parking located within Colgate Redevelopment Area within proximity to the Exchange Place PATH Station
and office district and the Hudson River. Project site occupies a city block surrounded by significant utility
infrastructure. Site design elements include flood hazard design, utility services, and ADA-compliant
grading and access. Architectural and site design is pursuant to a Colgate Redevelopment Plan involving
significant coordination with City agencies and Public utility providers.
Harrison Redevelopment – Advance Real Estate, Town of Harrison, NJ. Project Manager for site plan
proposing two (2) five-story residential buildings (296 units each) with structured parking located within
Harrison’s Waterfront Redevelopment Area immediately opposite the Red Bull (soccer) Arena and within
close proximity to PATH commuter rail. Project also proposes construction of an urban park. Architectural
and site design is pursuant to a redevelopment plan involving significant coordination with City and County
agencies and Public utility providers.
Morgan Street Development (aka Trump II) – Morgan Street Developers Urban Renewal Company, LLC, Jersey
City, NJ. Project Manager for second phase residential tower containing 417 residential units and 4,600 SF
ground floor retail in Jersey City’s Powerhouse Arts District. Prepare sanitary, water, and soil erosion and
sediment control permit applications to address architectural building code updates and current NJDEP &
JCMUA permitting requirements.
Atrium at Navesink Harbor – PHS Senior Living, Red Bank, Monmouth County, NJ. Project Manager for an
assisted-living residential project consisting of the renovation of an existing residential building and the
construction of a new eighty-four (84) unit tower. The project site lies within the CAFRA (Coastal Area
Facility Review Act) Zone which regulates compliance with coastal policies, such as storm water run-off,
water quality, setbacks from coastal bluffs and wetlands, scenic resources and views, buffers, compatibility
of uses, high-rise policies, etc. Local and State permits for the project included NJDOT driveway access,
Freshwater Wetland Transition Area, and Soil Erosion and Sediment Control certification.
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Jackson Valley, Jackson, Ocean County, NJ. Project Manager for a 962-unit active-adult residential
community adjacent to Colliers Mills Wildlife Preserve near the Pinelands District. The project proposes two
distinct communities each with a clubhouse and active and passive recreational facilities. Due to the
project’s proximity to various environmental and ecological features, storm water management facilities
were designed to meet stringent NJDEP regulations and propose zero runoff in the developed condition.
Additional on-site and off-site facilities include two sanitary pump stations, sanitary force mains, an elevated
water tank, distribution mains, roadway improvements and traffic signalization.
Rahway Redevelopment, Rahway, Union County, NJ. Project Manager for multi-phase downtown mixed-use
redevelopment project including 152 residential units, 20,700 SF of commercial space, 28,200 SF of street-
level retail, and a 390-space integral parking structure. This project focuses on two City blocks along Main
Street, one adjacent to the Rahway River. Local and State permits for the project include Upland Waterfront
Development, Treatment Works Approval, Bureau of Water Systems and Well Permitting, and Soil Erosion
and Sediment Control certification.
Port Imperial, West New York & Weehawken, Hudson County, NJ. Project Manager for a company that
provided master plan civil engineering, landscape architecture, and environmental permitting services. Port
Imperial North in West New York is a 158-acre residential development consisting of approximately 4,000
residential units and 100,000 SF of commercial space. Also included is approximately 5,000 LF of Hudson
River walkway, with an additional five acres of public parks. Planned community facilities include a police
and fire substation and a soccer field. Provided master plan civil engineering, landscape, and environmental
services at Port Imperial South in Weehawken, which covers approximately 90 upland acres. This waterfront
development includes residential and commercial uses, with approximately 1,700 housing units, a hotel and
1.3 million SF of office space on the waterfront. A waterfront walkway the length of the project and public
parks are also proposed. A NJ Transit Light Rail station stop was planned at the north end of the project,
where a new Ferry Terminal was constructed. Designed Port Imperial Boulevard roadway alignment, grading,
utilities, storm water management and sanitary pump station designs required for each of these projects.
NJDEP Waterfront Development Permits were acquired.
Clark Commons – Krame Development, Clark, NJ. Project Manager and Lead Engineer for a site plan
proposing redevelopment of former industrial facility (US Gypsum) and the construction of premier retail
(247,000 GSF), four (4) restaurant pad sites and associated parking. Project includes construction
documents for 0.8 miles of offsite county roadway improvements, intersection signalization, road widening,
and striping. Project involves significant coordination during construction administration with stakeholders
including Township, County, and utility providers.
NJ Center for Excellence – Advance Realty, Bridgewater, NJ. Project Manager for an existing pharmaceutical
campus to be redeveloped as a Mixed-Use Village and developed in a phased approach. The improvements
will include renovation of several existing buildings for reuse and the redevelopment of the remainder of
the campus. The proposed Mixed-Use Village will include approximately 500± residential units and
approximately 285,000 square feet of retail, including a grocery, hotel, and restaurant uses.
Southgate V – National Business Parks, Morris Twp., NJ. Project Manager and Lead Engineer for a proposed
82,000+ square foot medical office building consisting of two floors of office and three levels of parking
with a separate one-story parking structure in Township of Morris, Morris County; along Southgate Parkway.
Jeffrey Szabo, P.E.
4 | P a g e
Rockaway Townplaza, Rockaway, Morris County, NJ. Project Manager for the retail expansion of the
Rockaway Townsquare Mall. The project consisted of the development of a 149,000 SF Target store, a two-
level 75,000 SF sporting goods store, 45,600 SF of shop retail, a 19,100 SF pet supply store, a free-standing
multi-screen movie theatre, and associated grading, drainage, utilities, access drives, parking, and
landscaping. Off-site improvements included roadway, access, and traffic signal design.
Novartis Campus Improvements – Novartis Pharmaceutical, East Hanover, NJ. Lead Engineer for multiple site
construction projects including buildings, renovations, utilities, storm water management, roadways,
parking, landscape, and environmental permitting. Projects require substantial pre-planning,
conceptualization and presentation of alternatives, estimation of project costs, and evaluation of critical
path for multiple scenarios.
Phillipsburg High School – Design Ideas Group for NJSDA, Lopatcong, Warren County, NJ. Project Manager
for a new 326,300 SF high school serving approximately 1,800 students and staff. Design services for the
facility include geotechnical investigation, traffic study, site layout, grading, utilities, storm water
management, landscape, lighting, and soil erosion and sediment control. Offsite improvements include
roadway widening on Upper Belvidere Road (CR-646) and Roseberry Street and the installation of a new
traffic signal at the school’s entrance drive. Prior phase of the project included design and construction of
several sports fields, lighting, parking, storm water detention basin, and driveway access. State and Local
permits for the project include Wetland Letter of Interpretation, Flood Hazard Area, Wetland Statewide
General Permits, EO-215 review, Warren County Planning Board approval, Treatment Works Approval,
Bureau of Water Systems and Well Permitting, and Soil Erosion and Sediment Control certification.
Glen Rock High School/ Middle School – Spiezle Architectural Group Inc. for Glen Rock BOE, Glen Rock, Bergen
County, NJ. Project Manager for multiple building additions and alterations including: a two-story 31,500
SF addition for science laboratories, industrial arts shops, and classrooms; a single-story 4,200 SF addition
for band/music and performing arts; a single-story 13,100 SF addition for Board of Education offices and
art rooms; additional temporary classroom units (TCUs), new parking; and a resurfacing of the athletic track.
Due to limited available area within the established community and an intensive, ongoing use of sports
facilities onsite, a series of underground storm water detention facilities was designed within parking areas
and driveways to meet Municipal and County storm water requirements. Local permits for the project
include Bergen County Planning Board approval, and Soil Erosion and Sediment Control certification.
MTFD Firehouse - Monroe Township Fire District No. 2, Monroe, Middlesex County, NJ. Project Manager for a
new 15,000 SF firehouse and EMS facility on Halsey Reed Road including layout, driveway access, parking,
grading, utility, storm water management, landscape, and lighting design. State and Local permits for the
project include Treatment Works Approval, Delaware & Raritan Canal Commission approval, Middlesex
County Planning Board approval, and Soil Erosion and Sediment Control certification.
Hamilton Area YMCA Expansion – Hamilton Area YMCA, Hamilton, Mercer County, NJ. Project Manager for
a 56,000 SF, one-story building addition abutting the existing YMCA facility at 1315 Whitehorse-Mercerville
Road. The building expansion includes a health & wellness center, gymnasium, outdoor playground,
additional parking, and storm water management modifications.
Jeffrey Szabo, P.E.
5 | P a g e
Crossroads North Middle School Expansion– Spiezle Architectural Group Inc. for South Brunswick BOE,
Monmouth Junction, Middlesex County, NJ. Project Manager for a 2,400 SF expansion of the existing school
including demolition, site layout and grading, utility design, pedestrian circulation, and storm water
management features. Local permits include Soil Erosion and Sediment Control certification.
Hamilton Commons, Hamilton, Mercer County, NJ. Project Manager for a commercial development located
on approximately 66 acres abutting a NJ State Highway. The 314,000 SF commercial development includes
a Target store, retail shops, restaurants, and a bank. The multi-disciplinary project scope includes traffic,
signal, and highway construction plans, planning and overlay ordinance support, boundary and topographic
survey, geotechnical investigation, floodplain delineation, environmental and wetlands investigation, water
and wastewater due diligence, hazardous materials inventory, acoustic level investigation, and preliminary
& final subdivision and site plan. State and Local permits for the project include Wetland Letter of
Interpretation, Flood Hazard Area, Wetland Statewide General Permits, Treatment Works Approval, Bureau
of Water Systems and Well Permitting, Mercer County Planning Board, and Soil Erosion and Sediment
Control certification. Due to State mapping of acid-producing soils at the site, detailed investigation was
conducted to model a development plan meeting State requirements for construction in acid-producing
formations while also meeting stringent stormwater guidelines.
Colgate-Palmolive, Piscataway, Middlesex County, NJ. Project Manager for a 7,000 square foot cafeteria
expansion and dental hygiene research laboratory expansion at Colgate-Palmolive’s Research and
Innovation Center. Project scope included topographic survey, geotechnical investigation, site plan, and
utility, landscape, and lighting design. Project required application of USGBC LEED design concepts and
preparation of support documentation.
UMDNJ Behavioral Health Science Building, Newark, Essex County, NJ. Project Manager for a 5-story 120,000
GSF core and shell office building with appurtenant parking and site improvements. The building at
UMDNJ’s Newark Campus is a mixed-use facility housing the Behavioral Health Sciences group and 20
residential units for long-term care patients. Civil engineering design included storm water management,
site utilities, and hardscape design. NJDEP Treatment Works Approval and Bureau of Safe Drinking Water
permits were acquired for this facility.
United Jewish Federation Aidekman Plaza, Hanover, Morris County, NJ. Site Engineer for a 180-unit senior
housing facility, expanding an existing 37-acre community. Civil engineering included hardscape, grading,
storm water management, and site utilities design.
Prudential Office Expansion, Woodbridge, Middlesex County, NJ. Site Engineer for 440,000 SF office building
and five-story parking structure expanding an existing 34-acre campus. Provided full civil engineering
services including layout, grading, storm water management, and site utilities design.
Prudential Office Expansion, Florham Park, Morris County, NJ. Site Engineer for a 90,000 SF office expansion
including parking, storm water management, and utility design. Performed analysis for NJDEP Stream
Encroachment submission and evaluated existing on-site sanitary pump station.
Jeffrey Szabo, P.E.
6 | P a g e
Lucent Technologies, Berkeley Heights, Union County, NJ. Project Manager and Site Engineer for site retrofit
(ADA compliance) including new parking, handicap access, lighting, and associated grading and utility
design.
A.M. Best Office Expansion, Oldwick, Hunterdon County, NJ. Site Engineer for a 125,000 SF office expansion
to A.M. Best’s home office. The project involved multi-disciplinary services including design of a Cyclelet
sanitary disposal system, wetlands mitigation, EIS, geotechnical investigation, and complete site engineering
services.
Utilities and Infrastructure
West Philadelphia Green Streets Project (Contracts #S50026G & #S50037G) – Philadelphia Water Department
(PWD), City of Philadelphia, PA. Project Manager and Lead Engineer for restorative project covering twelve
city blocks in West Philadelphia District. Green Streets program manages stormwater within urban city
blocks through the application of proven green technologies incorporating sidewalk planters, bio-swales,
rain gardens, corner bump-outs, underground infiltration areas, pervious pavements, and increased tree
cover. The project requires significant coordination with City agencies, City and Public utility providers, and
SEPTA to accommodate existing utility and transportation infrastructure.
Manasquan Water Treatment Plant Construction – Manasquan, Monmouth County, NJ. Engineering
Consultant to Jersey Shore Mechanical (plumbing contractor) providing technical assistance and guidance
for construction including rehabilitation of four existing potable water wells, construction of a new water
treatment plant building, and construction of a 30,000-gallon underground chlorine contact tank.
Treatment equipment entailed five vertical green sand pressure filters, chemical feed systems (calcium
hypochlorite, potassium permanganate, and lime), a 91,000-gallon decant/backwash tank, and associated
chemical feed pumps and flow metering devices.
Oxidation Ditch Liner Replacement at Stage V Facility – Warren Township Sewerage Authority, Basking Ridge,
Somerset County, NJ. Project Manager for services including bench scale treatability study for physical-
chemical treatment of wastewater, designed a temporary 0.43 mgd capacity biological treatment system
with nitrification to attain <1.0 mg/l ammonia-nitrogen in the plant effluent, designed a 1.0 mgd capacity
bypass pumping system with influent flow equalization basins, performed alternative analyses and designed
the oxidation ditch liner replacement system and provided construction phase services for the replacement
of the existing oxidation ditch liner at the WTSA’s Stage V Treatment Facility with a reinforced polypropylene
geomembrane. The new liner installation required diversion of raw sewage from the ditch to a temporary
onsite biological treatment system utilizing the reconfigured secondary clarifier as the bioreactor in
conjunction with three (3) frac tanks (each 20,000 gallons). Seven (7) additional tanks were utilized to
attenuate the peak flow during typical summer storm-induced flow conditions.
Septage Receiving Facility Improvements – Ocean County Utilities Authority, Bayville, Ocean County, NJ.
Project Manager for construction phase services for the upgrade of the Septage Receiving Facility at the
OCUA’s 28 MGD Central Water Pollution Control Facility. Improvements at the Facility include the
installation of a new precast septage receiving wet well with submersible chopper pumps and mixing system
via floor mounted mixing nozzles, a precast valve chamber, various site improvements, instrumentation and
control work, and electrical upgrades. The overall design will allow for a future septage receiving assembly
Jeffrey Szabo, P.E.
7 | P a g e
to be installed with minimal further improvements. Continued operation of the Receiving Facility during
construction was a key consideration in the development of these design improvements.
Leachate Landfill and Bush Creek Interceptors, Frederick County Division of Utilities & Solid Waste
Management, Frederick County, MD. Project Manager for design documents, bidding assistance, and
construction phase services for approximately 6.7 miles of 12”-24” ductile iron gravity sewers including 21
stream crossings, 3 roadway crossings, and 6 railroad right-of-way crossings. Interceptor sewer design
includes both open-cut and jack-and-bore Installation and design of imbricated rip-rap for stream bank
stabilization per Maryland Department of the Environment (MDE) requirements. Local and State permits
for the project include MDE Construction Permit, SHA Access/Utility Permit, and Frederick County Grading
Permit.
Phase II Storm Water Management Project - 3M Belle Mead Facility, Hillsborough & Montgomery, Somerset
County, NJ. Project Manager for Phase II Storm Water Management project consisting of the evaluation of
onsite drainage and design modifications for five (5) storm water basins to meet NJPDES permit
requirements and help improve the overall water quality of the streams that bound the site. The project
included detailed hydrologic and hydraulic design, treatment system and pilot study evaluation, dam safety
design (Class III & IV dams), replacement of three (3) 72” x 102” arch culverts at the facility’s access drive
and site plan preparation. Local and State permits for the project include Wetland Letter of Interpretation,
Flood Hazard Area, Wetland Statewide General Permits, NJDEP Dam Safety, Delaware & Raritan Canal
Commission, and Soil Erosion and Sediment Control certification.
First Energy Electrical Substation Flood Mitigation, Morristown, Morris County, NJ. Project Manager for flood
mitigation design including a flood barrier wall and rainwater evacuation system. The substation serves a
large service area including customers such as Morristown Memorial Hospital, a regional trauma facility,
who rely upon uninterrupted service. The project necessitated close and regular design coordination with
substation engineers to ensure minimal service interruption.
LIPA Electrical Substation, Southampton, Suffolk County, NY. Project Manager for landscape enhancements
and expansion evaluation of an existing electrical substation in eastern Long Island. The project site lies
adjacent to LIRR and within an established residential community requiring significant grading design and
landscape screening.
Bayshore Regional Sewerage Authority Facility Upgrades, Union Beach, Monmouth County, NJ. Staff Engineer
and inspector providing construction administration support for wastewater treatment and sludge
incinerator improvements. Project involvement included design of settling tanks, clarifiers, sludge
thickeners, and on-site sludge incineration.
WaterSource Project (NJ American Water Co.), Essex & Morris Counties, NJ. Engineer and designer for
portions of potable water interconnection project consisting of approximately 25 miles of 20”–36” diameter
water transmission main and associated automated interconnection stations. Project involvement included
route analysis, alignment design, permitting, and site engineering services.
Jeffrey Szabo, P.E.
8 | P a g e
Water Main Installation & Replacement (NJ American Water Co.), Middletown, Monmouth County, NJ.
Inspector for installation and replacement of 8” to 12” DIP water mains, valves, and hydrants in the NJAWC
service area (Riverview Plaza and Fairview sections of Middletown).
Environmental Permitting and Remediation
Ray & Joan Kroc Corps Community Center – Salvation Army, City of Camden, NJ. Site Engineer monitoring
remedial action for the former Harrison Avenue Municipal Landfill including removal of Municipal Solid
Waste (MSW) and immediate surrounds, localized removal of Residual Industrial Waste (RIW) treatment of
contaminated groundwater, on site fill management, importation of clean structural fill and capping. The
proposed 120,000 SF RJKCCC building will be constructed post-remediation and contain a central “town
plaza” reception area, recreational and fitness areas, educational, social services, arts programs, an early
childhood operation, and the Salvation Army worship center. Outdoor recreation areas include playing
fields, basketball courts, walking/jogging path, a children’s playground, and passive park space.
Meadowlands Golf Redevelopment Project, Lyndhurst & Rutherford, Bergen County, NJ. Site Engineer for a
450-acre Meadowlands golf redevelopment project containing three landfills in the Hackensack
Meadowlands district. The proposed site will include a 36-hole golf course complex, office space, a
hotel/resort complex with a spa and conference center, and residential units. The project will be constructed
under the Brownfields Redevelopment Act. This project included environmental permitting, civil engineering
and geotechnical engineering consulting services for the redevelopment area. A remedial design package
was prepared to address the NJDEP regulations regarding landfill closure and post-closure care and
conducted a landfill gas survey and a geotechnical and hydro geologic investigation. A wetlands mitigation
plan was prepared in accordance with NJDEP and ACOE wetland criteria. Conceptual NJDEP approval of a
Remedial Action Workplan/Closure Plan (RAW/CP) and a Major Landfill Disruption approval were obtained.
The RAW/CP incorporated a brownfield approach to site remediation, such as containment via a landfill cap,
groundwater Classification Exception Area (CEA), and deed restrictions
Meadowlands Mills Land Development, Carlstadt, Bergen County, NJ. Project Manager providing
environmental planning, permitting, surveying, and site engineering services for the 587-acre mixed-use
development site which borders the New Jersey Turnpike and the Meadowlands Sports Complex. Traffic
and transportation improvements in the Route 120 corridor and a transit center are also included in the
scope of this project. The transit center will serve local, express, and shuttle buses, as well as a possible light
rail service. Development plans were prepared including a storm water management program, wetlands
modeling, flood protection, and geotechnical design. Permitting applications were prepared for the New
Jersey Meadowlands Commission and NJDEP. Provided assistance with the Federal Environmental Impact
Statement for the U.S. Army Corps of Engineers.
Affiliations
ASCE, American Society of Civil Engineers
NAIOP NJ, Commercial Real Estate Development Association
Contact
800-419-4923 www.PARTNEResi.com
William K. Easley, P.E.Technical Director
EducationBachelor of Science, Civil Engineering, Texas A&M University
RegistrationsProfessional Engineer – State of Texas #21436
HighlightsOver 50 years of experience providing engineering, construction and real estate servicesConstruction ManagementProperty Condition Assessments (Fannie Mae & Standard)Construction Monitoring & Managing
Experience SummaryMr. Easley is a registered professional engineer with over fifty years of experience in providing engineering,construction and real estate services. He manages the performance of property condition assessments,building envelope services and facilities related services including remediation design for the real estateindustry.
He has experience performing structural & drainage investigations and design, Commercial and IndustrialConstruction, Performance Management & Coordination, Real Estate Development, and Production &Marketing of Engineering Design.
Mr. Easley is a Technical Director in the Plano, Texas office. His work experience includes:
Project ExperienceStetson University, DeLand, FL. Performed property condition assessment of three historic buildings andone modern building to determine condition, identify deficiencies, recommend and estimate cost ofremediation. Also determined suitability to bring historic structures up to present codes and continue useor replace with modern structures.
Motel 6, Dallas, TX. Performed property condition assessments for due diligence phase in acquisition ofexisting motels and hotels to determine condition, note deficiencies, recommend and estimate remediationcosts. Designed remediation and cost estimating for various structural, foundation, drainage and Americaswith Disabilities Act (ADA) problems at various motel locations experiencing problems. Work done in thefollowing states: TX, MI, NY, FL, IL, AR, RI, NC, CA, WY, OR, NJ, MA, PA, MN, IN, ME, TN, TZ, KS, MD, VA, CT,OK, GA and WA
TXU Communications, Dallas, Lufkin, Conroe & Katy, TX. Performed overall project management for twoprojects for TXU Communications. One project involved project foundation remediation for a TXUCommunications office building in Lufkin, TX. The two story building with a basement developed waterintrusion and a foundation movement problem. Provided project management, design consultation, andliaison between the EFI staff and TXU Management.
William K. Easley, P.E.
2 | P a g e
Work included performance of an evaluation and remediation design of foundation and water intrusionproblems and also management of the bidding process and selection of the best contractor to perform theremediation construction.
Performed project management for upgrading of emergency generator systems at TXU Communicationsoffice and production buildings in Conroe and Katy, TX. Worked with EFI staff electrical engineer and TXUCommunications staff to provide construction documents for emergency generator upgrades. Workincluded analysis of project requirements, provision of construction documents, supervision andmanagement of bidding process and selection of best bidder.
Bradford Management Co., Inc., Grand Prairie, TX. Performed site visits to commercial properties withbuilding condition problems including drainage, foundation, structural, roofing, etc. Provide analysis ofproblems including cause and provide remediation design and bid/construction document preparation andconstruction supervision.
Andrews Kurth, LLP, Dallas, TX. Performed engineering services as required as an expert witness in litigationregarding a lease dispute between tenant and landlord. Performed site visit to property in question,reviewed and analyzed reports, cost estimates and miscellaneous documents regarding property. Testifiedin depositions and in arbitration.
Archon Group, Archon Residential and Archon Financial, Dallas, TX. Provided property conditionassessments for buyers, sellers and lenders. Provided forensic engineering services and constructionmanagement services for buildings owned by client. Performed forensic engineering work includingremediation design, cost estimating and supervision of construction for various structural foundation,roofing and drainage projects. One project included remediation design and construction supervision ofimproperly built post tension cable embeds in post tension concrete reinforced multifamily housing slabfoundations. Another project included roof remediation bid document preparation, bidding managementand construction management of a nine building portfolio of hotels.
AEGON Realty Advisors, Inc., Cedar Rapids, IA. Provided coordination and performed property conditionassessments of a variety of sites nationwide. Properties included high-rise and mid-rise office buildings,office parks, office warehouses, shopping centers, regional shopping malls and multifamily housing.Provided narrative and graphic description of sites, recommended and estimated cost of remediation ofdeficiencies. Also performed special forensic engineering work on various properties across the UnitedStates. Did investigation, remediation design and cost estimating for various properties experiencingstructural and drainage problems.
Various Insurance Industry Clients: Farmers, State Farm, Travelers, Fireman’s Fund, AIG, GAB Robbins NorthAmerica Insurance Adjusters, Crawford & Co. Insurance Adjusters, and others. Supervised, managed,performed and provided consultation to EFI staff of civil, structural, geotechnical and electrical engineers inthe forensic engineering investigations of various insurance claims. The purpose of the investigations wasto determine the cause and origin of the various problems to buildings and other real property reported byinsurance claims. Typical claims investigated were: foundation movement, water intrusion, moldinvestigation, wind damage, hail damage, lightning damage, vibration damage and various types of
William K. Easley, P.E.
3 | P a g e
structural damage. Provided detailed reports to insurance adjusters describing cause and origin of thevarious problems and, where applicable, recommended remediation for same.
TYPE OF PROJECT TOTALNUMBER OFFIRMPROJECTS(ALL FIRMLOCATIONS)COMPLETEDIN LASTTHREE YEARS
Using theRevenue Index(Enter 1-10)indicate theapproximaterevenue thefirm has earnedover the lastthree yearsfrom ARIZONAONLY state,municipal,federal etc.governmentprojects only
Using theRevenue Index(Enter 1-10)indicate theapproximaterevenue the firmhas earned overthe last threeyears fromARIZONA ONLYnon- governmentprojects only
TYPE OF PROJECT TOTALNUMBER OFFIRMPROJECTS(ALL FIRMLOCATIONS)COMPLETEDIN LASTTHREE YEARS
Using theRevenue Index(Enter 1-10)indicate theapproximaterevenue thefirm has earnedover the lastthree yearsfrom ARIZONAONLY state,municipal,federal etc.governmentprojects only
Using theRevenue Index(Enter 1-10)indicate theapproximaterevenue thefirm has earnedover the lastthree yearsfrom ARIZONAONLY non-governmentprojects only
Professional Services RevenueIndex Number1. Less than $100,0002. $100,000 to less than $250,0003. $250,000 to less than $500,004. $500,000 to less than $1 Million5. $1 Million to less than $2 Million6. $2 Million to less than $5 Million7. $5 Million to less than $10 Million8. $10 Million to less than $25 Million9. $25 Million to less than $50 Million10. $50 Million or greater
Acoustics, Noise Abatement Land Surveying 43 1 1Activity Centers 156 1 1 Landscape Architecture
Aerial Photography; Airborne Data and Imagery Collection
and AnalysisLEED Accredited A/E
Agricultural Development; Grain Storage; Farm
Mechanization
LEED Independent 3rd Party Building
Commissioning
Air Pollution Control Libraries; Museums; Galleries
Airports; Navaids; Airport Lighting; Aircraft FuelingLighting (Exteriors; Streets; Memorials; AthleticFields, Etc.)
Airports; Terminals and Hangars; Freight Handling 393 1 4 Lighting (Interior; Display; Theater, Etc.)Animal Facilities Lighting (Cave; Cavern)Anti-Terrorism/Force Protection Mapping Location/Addressing Systems
Area Master Planning 145 1 3 Materials Handling Systems; Conveyors; Sorters
Auditoriums and Theaters 41 1 1 Materials Testing
Automation; Controls; InstrumentationMeasurement / Verification / Conservation Water
Consumption
Barracks; Dormitories 1 0 1 Medical Related
Bridge Design: Bridges Metallurgy
Cartography Mining and Mineralogy
Cemeteries (Planning and Relocation) Modular Systems Design; Pre-Fabricated
Structures or Components
Chemical Processing and Storage Mold Investigation 173 1 3Child Care/Development Facilities 1639 3 6 Museums
Codes; Standards; Ordinances Nuclear Facilities; Nuclear Shielding
Cold Storage; Refrigeration and Fast Freeze Office Buildings; Industrial Parks
Commercial Building (Low Rise) ; Shopping Centers 724 3 6 Outdoor Recreation
Communications Systems; TV; Microwave Petroleum and Fuel (Storage and Distribution)
Community Facilities 1000 1 7 Phase I Environmental 51450 6 10Computer Facilities 70 1 3 Photogrammetry
Conservation and Resource Management Pipelines (Cross-Country - Liquid and Gas)Construction Management Plumbing and Piping Design
Construction Materials Testing Pneumatic Structures, Air-Support Buildings
Construction Surveying 20342 1 10 Power Generation, Transmission, Distribution
Controls and Electronics Engineer Prisons and Correctional Facilities
Corrosion Control; Cathodic Protection Electrolysis Product, Machine Equipment Design
Cost Estimating; Cost Engineering and Analysis;
Parametric Costing; ForecastingPublic Safety Facilities
Cryogenic Facilities Radar; Sonar; Radio and Radar Telescopes
Dams (Concrete; Arch) Radio Frequency Systems and Shieldings
Dams (Earth; Rock) ; Dikes; Levees Railroad; Rapid Transit150 1 3
Desalinization (Process and Facilities) Recreation Facilities (Parks, Marinas, Etc.) 150 1 3Design & Planning Structured Parking Facilities Refrigeration Plants/Systems
Design-Build - Preparation of Requests for Proposals Rehabilitation (Buildings; Structures; Facilities)
Detention Security Systems Research Facilities
Digital Elevation and Terrain Model Development Resources Recovery; Recycling
Digital Orthophotography Rivers; Canals; Waterways; Flood Control 1 1 1Dining Halls; Clubs; Restaurants 271 1 1 Roof Infrared Imaging to Identify Water Leaks
Disability / Special Needs 424 3 1 Roofing
Dredging Studies and DesignSafety Engineering; Accident Studies; OSHAStudies 170 1 2
Ecological and Archeological InvestigationsSecurity Systems; Intruder and SmokeDetection
Educational Facilities; Classrooms Seismic Designs and Studies 6000 1 5
Electrical Studies and DesignSewage Collection, Treatment and Disposal
Electronics Soils and Geologic Studies; FoundationsElevators; Escalators; People-Movers Solar Energy UtilizationEnergy / Water Auditing Savings Solid Wastes; Incineration; LandfillEnergy Conservation; New Energy Sources Special Environments; Clean Rooms, Etc.Environmental Impact Studies, Assessments or
Statements 58 1 1 Specifications WritingFallout Shelters; Blast-Resistant Design Storm Water Handling and FacilitiesFire Protection Structural Design; Special Structures
Fisheries; Fish LaddersSurveying; Platting; Mapping; Flood PlainStudies
Forensic Engineering Sustainable DesignGarages; Vehicles Maintenance Facilities; Parking Swimming PoolsGas Systems (Propane; Natural, Etc.) Testing and Inspection Services 35000 5 10Geodetic Surveying: Ground and Airborne Topographic Surveying and Mapping
Heating; Ventilating; Air Conditioning796 1 6 Towers (Self-Supporting and Guyed Systems)
Highways; Streets; Airfield Paving; Parking Lots ToxicologyHistorical Preservation Traffic and Transportation EngineeringHospital and Medical Facilities 1075 1 4 Traffic StudiesHotels; Motels 3300 1 6 TransportationHousing (Residential, Multi-Family; Apartments;Condominiums) 13000 3 10 Tunnels and Subways
Hydraulics and PneumaticsUrban Renewals; Community Development
Hydrographic Surveying Utilities (Gas and Steam)Industrial Buildings; Manufacturing Plants 7000 4 2 Value Analysis; Life-Cycle CostingIndustrial Processes; Quality Control Warehouse and DepotsIndustrial Waste Treatment Waste Water Treatment Facility
Intelligent Transportation SystemsWater Resources; Hydrology; Ground Water
InfrastructureWater Supply; Treatment and Distribution
Irrigation; DrainageWater Well Rehabilitation; Water Well Work
Judicial and Courtroom FacilitiesWind Tunnels; Research/Testing FacilitiesDesign
Laboratories; Medical Research Facilities Zoning; Land Use Studies 3787 1 10
ADSPO18-00007887 2018 Professional Services Qualifications List (save document as a .pdf and submit as an attachment with offer submission).
FIRMS NAME Partner Engineering and Science, Inc.:
ADSPO18-00007887 Project Experience Number of Projects and Revenue
SAM Search ResultsList of records matching your search for :
Search Term : partner* engineering* and* science*Record Status: Active
ENTITY PARTNER ASSESSMENT CORPORATION Status:Active
DUNS: 791321164 +4: CAGE Code: 57VD6 DoDAAC:
Expiration Date: Nov 30, 2018 Has Active Exclusion?: No Debt Subject to Offset?: No
Address: 2154 TORRANCE BLVDCity: TORRANCE State/Province: CALIFORNIAZIP Code: 90501-2609 Country: UNITED STATES
February 12, 2018 12:04 PM https://www.sam.gov/ Page 1 of 1
Registration NO.:19328-01
EXPIRES: 12/22/2018
STATE OF ARIZONABOARD OF TECHNICAL
REGISTRATION
■ Branch Registration ■
NamePartner Assessment Corporation dba Engineering and Science Inc.
Address4518 N 12th Street Suite 201Phoenix, AZ 85016
____________________________________
MELISSA CORNELIUS EXECUTIVE DIRECTOR FOR THE BOARD
SERVICES OFFEREDGeologySurveyingEngineer Disciplines
CivilGeological
Environmental
Office of theCORPORATION COMMISSION
____________________________________ Ted Vogt, Executive Director
By: ___________________________
CERTIFICATE OF GOOD STANDING
To all to whom these presents shall come, greeting:
I, Ted Vogt, Executive Director of the Arizona Corporation Commission, do hereby certifythat
***PARTNER ASSESSMENT CORPORATION***
1808862
a foreign corporation organized under the laws of California did obtain authority to transactbusiness in the State of Arizona on the 19th day of March 2015.
I further certify that according to the records of the Arizona Corporation Commission, asof the date set forth hereunder, the said corporation has not had its authority revoked forfailure to comply with the provisions of the Arizona Business Corporation Act; and that itsmost recent Annual Report, subject to the provisions of A.R.S. sections 10-122, 10-123, 10-125 & 10-1622, has been delivered to the Arizona Corporation Commission for filing; andthat the said corporation has not filed an Application for Withdrawal as of the date of thiscertificate.
This certificate relates only to the legal authority of the above named entity as of the dateissued. This certificate is not to be construed as an endorsement, recommendation, ornotice of approval of the entity's condition or business activities and practices.
IN WITNESS WHEREOF, I have hereunto set my hand and affixedthe official seal of the Arizona Corporation Commission. Done atPhoenix, the Capital, this 15th day of January, 2018, A. D.
Order Information
Date Submitted: 12/26/2017
Order Number: 1795464
Fee: $45.00
Total: $45.00
Paid with credit card: 7526
Due Date: 03/19/2018
Corporate Address
File Number: F19927240 Corporation Name: PARTNER ASSESSMENT CORPORATION
Address Line 1: KOMAIL M MOOMAN
Address Line 2: 4518 N. 12th Street
Address Line 3: Suite 201
City: PHOENIX State: ARIZONA
Zip: 85014 County: MARICOPA
Business Phone: Type of Corporations: BUSINESS
Secondary Address
Address Line 1: KOMAIL M MOOMAN
Address Line 2: 2154 TORRANCE BLVD
Address Line 3: STE 200
City: TORRANCE State: CALIFORNIA
Zip: 90501 County:
Page 1 of 6Arizona Corporation Commission
12/26/2017 10:55:48 AM
ARIZONA CORPORATION COMMISSION CORPORATIONS DIVISION
ANNUAL REPORT ORDER CONFIRMATIONhttp://ecorp.azcc.gov/
Statutory Agent Information
Statutory Agent: CT CORPORATION SYSTEM
Address Line 1: 3800 N CENTRAL AVE SUITE 460
Address Line 2:
Address Line 3:
City: PHOENIX State: ARIZONA Zip: 85012
Agent Physical Address, if different from mailing address.Address Line 1: 3800 N CENTRAL AVE SUITE 460
Address Line 2:
Address Line 3:
City: PHOENIX State: ARIZONA Zip: 85012
Capitalization - Number of Shares/Certificates AUTHORIZED
Number Authorized: 20000000.00 Class: Series Within Class (if any):
Number Authorized: 0.00 Class: Series Within Class (if any):
-Number of Shares/Certificates ISSUED-Number Authorized: 13789739.00 Class: Series Within Class (if any):
Number Authorized: 0.00 Class: Series Within Class (if any):
Shareholders holding more than 20% interest
Shareholder Name:
Shareholder Name:
Shareholder Name:
Shareholder Name:
Page 2 of 6Arizona Corporation Commission
12/26/2017 10:55:48 AM
ARIZONA CORPORATION COMMISSION CORPORATIONS DIVISION
ANNUAL REPORT ORDER CONFIRMATIONhttp://ecorp.azcc.gov/
Officers
Officer Name: DANA DERHAKE Officer Title: CHAIRMAN Date Taking Office: 03/19/2015
Address Line 1: 2154 TORRANCE BLVD
Address Line 2: STE 200
Address Line 3:
City: TORRANCE State: CALIFORNIA Zip: 90501
Officer Name: JOSEPH P DERHAKE
Officer Title: CHIEF EXECUTIVE OFFICER
Date Taking Office: 03/19/2015
Address Line 1: 2154 TORRANCE BLVD
Address Line 2: STE 200
Address Line 3:
City: TORRANCE State: CALIFORNIA Zip: 90501
Officer Name: FRANK S ROMEO JR
Officer Title: PRESIDENT Date Taking Office: 01/15/2016
Address Line 1: 611 INDUSTRIAL WAY WEST
Address Line 2:
Address Line 3:
City: EATONTOWN State: NEW JERSEY Zip: 07724
Officer Name: MONIQUE BURROLA
Officer Title: SECRETARY Date Taking Office: 03/19/2015
Address Line 1: 2154 TORRANCE BLVD
Address Line 2: STE 200
Address Line 3:
City: TORRANCE State: CALIFORNIA Zip: 90501
Page 3 of 6Arizona Corporation Commission
12/26/2017 10:55:48 AM
ARIZONA CORPORATION COMMISSION CORPORATIONS DIVISION
ANNUAL REPORT ORDER CONFIRMATIONhttp://ecorp.azcc.gov/
Directors
Director Name: MONIQUE BURROLA Date Taking Office: 03/19/2015
Address Line 1: 2154 TORRANCE BLVD
Address Line 2: STE 200
Address Line 3:
City: TORRANCE State: CALIFORNIA Zip: 90501
Director Name: JOSEPH P DERHAKE Date Taking Office: 03/19/2015
Address Line 1: 2154 TORRANCE BLVD
Address Line 2: STE 200
Address Line 3:
City: TORRANCE State: CALIFORNIA Zip: 90501
Director Name: DANA DERHAKE Date Taking Office: 03/19/2015
Address Line 1: 2154 TORRANCE BLVD
Address Line 2: STE 200
Address Line 3:
City: TORRANCE State: CALIFORNIA Zip: 90501
Page 4 of 6Arizona Corporation Commission
12/26/2017 10:55:48 AM
ARIZONA CORPORATION COMMISSION CORPORATIONS DIVISION
ANNUAL REPORT ORDER CONFIRMATIONhttp://ecorp.azcc.gov/
Certificate of Disclosure (A.R.S. §§ 10-202(D), 10-3202(D), 10-1622.A.8 & 10-11622.A.7)
Has ANY person who is currently an officer, director, trustee, incorporator, or who, in a for For-Profit corporations controls or holds more than 10% of the issued and outstanding common shares or 10% of any other proprietary, beneficial or membership interest in the corporation been:
1. Convicted of a felony involving a transaction in securities, consumer fraud or antitrust in any state or federal jurisdiction within the seven year period immediately preceding the execution of this certificate?
NO
2. Convicted of a felony, the essential elements of which consisted of fraud, misrepresentation, theft by false pretenses or restraint of trade or monopoly in any state or federal jurisdiction within the seven year period immediately preceding execution of this certificate?
NO
Subject to an injunction, judgement, decree or permanent order of any state or federal court entered within the seven year period immediately preceding execution of this certificate where such injunction, judgement, decree or permanent order involved the violation of:
• fraud of registration provisions of the securities laws of that jurisdiction, or• the consumer fraud laws of that jurisdiction, or• the antitrust of restraint of trade laws of that jurisdiction?
NO
Page 5 of 6Arizona Corporation Commission
12/26/2017 10:55:48 AM
ARIZONA CORPORATION COMMISSION CORPORATIONS DIVISION
ANNUAL REPORT ORDER CONFIRMATIONhttp://ecorp.azcc.gov/
Statement of Bankruptcy or Receivership (A.R.S. §§ 10-1623 & 10-11623)
Has ANY person who is currently an officer, director, trustee, incorporator, or who, in a for For-Profit corporations controls or holds more than 10% of the issued and outstanding common shares or 10% of any other proprietary, beneficial or membership interest in the corporation been:
A) Has the corporation filed a petition for bankruptcy or appointed a receiver?
NO
B) Has any person who is currently an officer, director, trustee or incorporator, or who, in a For-Profit corporation, controls or holds over 20% of the issued and outstanding common shares, or 20% of any other proprietary, beneficial or membership interest in the corporation, served in any such capacity or held a 20% interest in any other corporation on the bankruptcy or receivership of that other corporation?
NO
Online Signature
Officer Name: Frank S Romeo Jr Officer Title: PRESIDENT
Page 6 of 6Arizona Corporation Commission
12/26/2017 10:55:48 AM
ARIZONA CORPORATION COMMISSION CORPORATIONS DIVISION
ANNUAL REPORT ORDER CONFIRMATIONhttp://ecorp.azcc.gov/