HomeMy WebLinkAboutS.R. Rose Engineering Inc. 10.14.2025 Amndmnt 1 to 05.24.2024AMENDMENT NO. I TO THE AGREEMENT BETWEEN
THE TOWN OF LOS ALTOS HILLS AND S. R. ROSE ENGINEERING, INC.
THIS AMENDMENT NO. 1 TO THE SERVICES AGREEMENT is made at Los Altos Hills,
California, as of 0 y 14,2025, by and between THE TOWN OF LOS ALTOS HILLS
("Town"), a municipal corporation, and S. R. Rose Engineering, Inc. ("Consultant"), (sometimes
referred together as the "Parties") who agree as follows:
RECITALS
A. On May 29, 2024, Town and Consultant entered that certain Services Agreement
("Agreement") whereby Consultant agreed to provide project management services for the
Broadband Fiber Infrastructure Project for the Town. A true and correct copy of the Agreement
and its exhibits are attached as Attachment 1.
B. Town and Consultant now desire to amend the Agreement.
NOW, THEREFORE, for and in consideration of the promises and other good and valuable
considerations, the receipt and sufficiency of which are hereby acknowledged, Town and Consultant
hereby agree as follows:
1. All terms which are defined in the Agreement shall have the same meaning when used in this
Amendment, unless specifically provided herein to the contrary.
2. Section 2. EXHIBITS of the Agreement shall now include the Proposal for Additional PM
Services for the Broadband Fiber Infrastructure Project dated October 10, 2025, from
Consultant (Exhibit A).
I Section 4. COMPENSATION shall now also include the compensation for the Additional PM
Services as specified in Exhibit A not to exceed $10,000 for a total Agreement amount of
$40,000.
All other terms, conditions and provisions in the Agreement remain in full force and effect. If there
is a conflict between the terms of this Amendment and the Agreement, the terms of the Agreement
will control unless specifically modified by this Amendment.
[SIGNATURES ON THE FOLLOWING PAGE]
Dated:[) c4obffK
TO OF L S T HILLS
By. �
Peter Pirnejad, City Manager
S. R. Rose Engineering, Inc.
By:
r41 -
Sean R. Rose, Principal
EXHIBIT A
S.R. ROSE ENGINEERING INC.
- -- - --- --- 15751Kavin-Lane, Los Gatos, CA -95030--
(650) 400-1462, sean(@srroseenRineerinR.com
October 10, 2025
WooJae Kim
Public Works Director/City Engineer
Town of Los Altos Hills
26379 Fremont Road
Los Altos Hills, CA 94022
(Submitted via email)
SUBJECT: Proposal for Additional PM Services for the LAHCF Fiber Expansion Project
Dear Mr. Kim:
S.R. Rose Engineering Inc. (SREI) has been providing project management services for the Town of
Los Altos Hills' LAHCF Fiber Broadband Expansion Project since June 2024 under an agreement
between SREI and the Town.
The not to exceed budget in the agreement is $30,000. The services provided for the project are
outlined in my May 28, 2024 proposal, which assumed a 6 to 9 -month project duration.
The project construction will extend beyond its original estimated completion date into mid -2026.
The Town has requested this proposal for SREI to continue assisting the Town on completing the
LAHCF project through construction. Additional work activities would include writing staff report(s),
field inspection, LAHCF coordination, permit review for the ARK segment, grant agreement
administration, and project closeout.
The remaining contract is nearly fully expended. In order to continue working on the project, I am
hereby requesting an additional $10,000 budget allocation via contract amendment to be expended
on a time and materials basis. With the requested amendment, the total contract value would be
$40,000, as follows:
Staff/Expenses
Rate I Hours
Amount
Original Contract
Sean Rose Labor
$220
135
$29,700
Reimbursable Expenses
$300
Subtotal
$30,000
Requested Amendment
Sean Rose Labor
$225.28
43
$9,881.60
Reimbursable Expenses
$312.96
Subtotal
$10,000
Total Amount
$40,000
❑❑SR FOSE
❑❑ Engineering October 10, 2025 Page 1 of 2
Proposal for Additional Project Management
Services for the LAHCF Fiber Expansion Project
We hope to have the opportunity to continue working with the Town on the successful completion
of this project.
Should you have any questions regarding this proposal, feel free to contact me at (650) 400-1462 or
sean@srroseengineering.com.
Sincerely,
S.R. ROSE ENGINEERING INC.
Sean R. Rose, PE, PMP, LEED AP
Principal
®®SR (ROSE
®® Engineering October 10, 2025 Page 2 of 2
ATTACHMENT 1
AGREEMENT
THIS AGREEMENT is made and entered into on the.'day of May 2024 by and
between the TOWN OF LOS ALTOS HILLS (hereinafter referred to as "TOWN") and S.R.
Rose Engineering, Inc. (hereinafter referred to as "CONTRACTOR"). In consideration of
their mutual covenants, the parties hereto agree as follows:
1. CONTRACTOR. Shall provide or furnish the following specified services and/or
materials:
Project management services for Broadband Fiber
Infrastructure Project
2. EXHIBITS. The following attached exhibits are hereby Incorporated into and made a
part of this Agreement:
Proposal from CONTRACTOR dated May 28, 2024.
3. TERMS, The services and/or materials furnished under this Agreement shall
commence May2-
9_ , 2024, and shall be completed by December 31, 2026 or by
completion of the Broadband Fiber Infrastructure Project, unless terminated pursuant
to Section 5(f).
4. COMPENSATION. For the full performance of this Agreement:
a. TOWN shall pay CONTRACTOR an amount not to exceed Fifty Thousand dollars
and zero cents ($30,000.00) within thirty (30) days following receipt of invoice and
completion/delivery of services/goods as detailed In Sections 1, 2, and 3 of this
---- ------ -- -------
---Agie-e ---- m---e-nt'and-- bn-ly- upon satisfactory delivery/completion of goods/services.in a
manner consistent with professional/industry standards for the area in which
CONTRACTOR operates. TOWN is not responsible for paying for any work done
by CONTRACTOR or any subcontractor above and beyond the not to exceed
amount.
b. Town shall not reimburse for any of CONTRACTOR's costs or expenses to deliver
any services/goods. Town shall not be responsible for any interest or late charges
on any payments from Town to CONTRACTOR.
c. CONTRACTOR is responsible for monitoring its own forces/employees/agents/
subcontractors to ensure delivery of goods/services within the terms of this
Agreement. TOWN will not accept or compensate CONTRACTOR for incomplete
goods/services.
Town of Los Altos Hills Page I of 5
Short form
Updated 4126/22
5. GENERAL TERMS AND CONDITIONS,
a. HOLD HARMLESS, CONTRACTOR agrees to indemnify, defend and hold
harmless the TOWN, its officers, agents and employees from any and all demands,
claims or liability of personal injury (including death) and property damage of any
nature, caused by or arising out of the performance of CONTRACTOR under this
Agreement. With regard to CONTRACTOR'S work product, CONTRACTOR
agrees to indemnify, defend and hold harmless the TOWN, its officers, agents and
employees from any and all demands, claims or liability of any nature to the extent
caused by the negligent performance of CONTRACTOR under this Agreement.
b. INSURANCE. CONTRACTOR shall file with the TOWN a certificate of insurance
before commencing any services under this Agreement as follows:
WORKERS COMPENSATION INSURANCE: Minimum statutory limits.
ii. COMMERCIAL GENERAL LIABILITY AND PROPERTY DAMAGE
INSURANCE: General Liability and Property Damage Combined.
$1,000,000.00 per occurrence including comprehensive form, personal
injury, broad form personal damage, contractual and
premises/operation, all on an occurrence basis. If an aggregate limit
exists, it shall apply separately or be no less than two (2) times the
occurrence limit,
iii. AUTOMOBILE INSURANCE: $1,000,000.00 per occurrence.
iv. ERRORS AND OMISSIONS INSURANCE: $1,000,000,00 aggyqgqtq._
---------- ------
v. NOTICE OF CANCELLATION: The City requires 30 days written notice
of 'cancellation. Additionally, the notice statement on the certificate
should not include the wording "endeavor to" or ""but failure to mail such
notice shall impose no obligation or liability of any kind upon the
company, its agents or representatives."
vi. CERTIFICATE OF INSURANCE: Prior to commencement of services,
evidence of insurance coverage must be shown by a properly executed
certificate of insurance and it shall name "The Town of Los Altos Hills,
its elective and appointed officers, employees, and volunteers" as
additional insureds.
vii. To prevent delay and ensure compliance with this Agreement, the
insurance certificates and endorsements must be submitted to:
Town of Los Altos Hills Page 2 of 5
Short form
Updated 4126122
-_--Tbwn of Los Altos Hills -
26379 Fremont Road
Los Altos Hills, CA 94022
c. NON-DISCRIMINATION. No discrimination shall be made in the employment of
persons under, this Agreement because of the race, color, national origin, age,
ancestry, religion or sex of such person.
d. INTEREST OF CONTRACTOR. It is understood and agreed that this Agreement
is not a contract of employment and does not create an employer-employee
relationship between the TOWN and CONTRACTOR. At all times
CONTRACTOR shall be an independent contractor and CONTRACTOR is not
authorized to bind the TOWN to any contracts or other obligations without the
express written consent of the TOWN. In executing this Agreement,
CONTRACTOR certifies that no one who has or will have any financial interest
under this Agreement is an officer or employee of TOWN,
e. CHANGES. This Agreement shall not be assigned or transferred without advance
written consent of the TOWN. No changes or variations of any kind. are authorized
without the written consent of the City Manager, This Agreement may only be
amended by a written instrument signed by both parties,
f. TERMINATION. This Agreement may be terminated by TOWN upon seven (7)
days written notice to CONTRACTOR. Monies owed for work satisfactorily
completed shall be paid to CONTRACTOR within 14 days of termination,
RECORDS.. All reports, data, maps., models,__chlarts, studies, surveys,,,
calculations, photographs, memoranda, plans, studies, specifications, records,
files, or any other documents or materials, in electronic or any other form, that are
prepared or obtained pursuant to this Agreement and that relate to the matters
covered hereunder shall be the property of the TOWN. CONTRACTOR hereby
agrees to deliver those documents to the TOWN at any time upon demand of the
TOWN. It is understood and agreed that the documents and other materials,
including but not limited to those described above, prepared pursuant to this
Agreement are prepared specifically for the TOWN and are not necessarily
suitable for any future or other use. Failure by CONTRACTOR to deliver these
documents to the TOWN within a reasonable time period or as specified by the
TOWN shall be a material breach of this Agreement. TOWN and CONTRACTOR
agree that until final approval by TOWN, all data, plans, specifications, reports and
other documents are preliminary drafts not kept by the TOWN in the ordinary
course of business and will not be disclosed to third parties without prior written
consent of both parties. All work products submitted to the TOWN pursuant to this
Agreement shall be deemed a "work for hire," Upon submission of any work for
hire pursuant to this Agreement, and acceptance by the TOWN as complete, non-
exclusive title to copyright of said work for hire shall transfer to the TOWN. The
compensation recited in Section 4 shall be deemed to be sufficient consideration
Town of Los Altos Hills Page 3 of 5
Short (onp
Updated 4126/22
for said transfer of copyright. CONTRACTOR retains the right to use any project
records, documents and materials for marketing of their professional services.
CONTRACT ADMINISTRATION. The TOWN hereby designates [insert applicable
staff title] and the City Manager as Contract Administrator for this agreement. The
CONTRACTOR shall only take direction regarding the services provided under this
Agreement from the Contract Administrator, Furthermore, CONTRACTOR agrees
that the Contract Administrator shall be included any meeting, teleconference or
written communication between any Town representative including Committee
members and the CONTRACTOR. The TOWN may modify the Contract
Administrator at any time upon providing written notice to the CONTRACTOR.
I. ENTIRE AGREEMENT. This Agreement represents the entire agreement
between the Parties. Any ambiguities or disputed terms between this Agreement
and any attached Exhibits shall be interpreted according to the language in this
Agreement and not the Exhibits.
6. INVOICING. Send all invoices to the contract coordinator at the address below.
This Agreement shall become effective upon its approval and execution by TOWN. In
witness whereof, the parties have executed this Agreement the day and year first written
above.
CONTRACT COORDINATOR and
WooJae Kim ,
Public Works Director
Town of Los Altos Hills
26379 Fremont Road
Los Altos Hills, CA 94022
CONTRACTOR:
By: Z' M� 5/28/2024
Signature Date
Sean R. Rose, President, SREI
Print name, Title .
NNAMN
By:
eter l:5;ir-n-e'-p0,rity Manager
Town of Los Altos Hills Page 4 of 5
Stiort form
Updated 4)26122
Form W-9 (Rev. 10-2018)
By signing the filled -out form, your
1. Certify that the TIN you are giving is correct (or you are waiting for a
- number to be issued), - - -- - -- - - - - -
2. Certify that you are not subject to backup withholding; or
3. Claim exemptlon from 'backup withholding if you area U.S. exempt
payee. If applicable, you are also certifying that as a U.S. person, your
allocable share of any partnership Income from a U,S, trade or business
is not subject to the withholding tax on foreign partners" share of
effectively connected income, and
4. Certify that FATCA code(s) entered on this form (if any) indicating
that you are exempt from the FATCA reporting, is correct. See What Is
FATCA reporting, Cater, for further information,
Note: If you are a U,S, person and a requester gives you a form other.
than Form W-9 to request your TiN, you must use the requester's form if
it is substantially similar to this Form W9.
Definition of a U.S. person. For federal tax purposes, you are
considered a U,S, person if you are:
• An individual who Is a U.S. citizen or U,S. resident alien;
• A partnership, corporation, company, or association created or
organized In the United States or under the laws of the United States;
• An estate (other than a foreign estate), or
• A domestic trust (as. defined in Regulations section 301,77017).
Special rules for partnerships, partnerships that conduct a trade or
business in the United States, are generally required to pay a withholding
tax under section 1.446 on any foreign partners.' share of effectively
connected taxable income from such business, Further, In certain cases
where a Form W-9 has not been received, the rules under section 1446
require a partnership to presume that a partner is a foreign person, and
pay the section 1446 withholding tax, Therefore, If you are a U.S. person
that Is a partner in >a partnership conducting a trade or business in the
United Sates, provide Farm W-9 to the partnership to establish your
U.S. status and avoid section 1446 withholding on your.share,of
partnership income.
In the cases below, the following person must give Form W-9 to the
partnership for purposes of establishing its U.S. status and avoiding
wlthhdiding on Its allocable share of net income from the partnership
conducting a trade or business in the United States.
Pape 2
Example, Article 20 of the U.S.-China income tax treaty allows an
exemption from tax for soholarship income received by a Chinese
student temporarily present in the United States. Under U.S. law, this
student will become a resident alien for tax purposes if his or her stay In -
the United States exceeds 5 calendar years, However, paragraph 2 of
the first protocol to the U,S,-China treaty (dated April 30, 1984) allows
the provisions of Article 20 to continue to apply even after the Chinese
student becomes a resident alien of the United States, A Chinese
student who qualifies for this exception (under paragraph 2 of the first
protocol) and Is relying on this exception to claim an exemption from tax
on his or her scholarship or fellowship Income would attach to Form
W-9 e statement that Includes the information described above to
support that exemption.
If you are a nonresident alienor a foreign entity, give the requester the
appropriate completed Form W-8 or Form 8233.
Backup Withholding
What is backup withholding? Persons making certain payments to you
must under certain conditions withhold and pay to the IRS 249/6 of such
payments, This is called "backup withholding," payments that may be
subject to backup withholding Include Interest, tax-exempt Interest;
dividends, broker and barter exchange transactions, rents, royalties,
nonemployee pay, payments made in settlement of payment card and
third party network transactions:, and certain payments from fishing boat
operators. Real estate transactions are not subject to backup
withholding.
You will not be subject to backup withholding on payments. you
receive if you give the requester your correct TIN, make the proper
certifications, and report all your taxable interest and dividends on your
tax return,
Payments you receive will be subject to backup withholding If;
1, You do not furnish your TIN to the requester,
2. You do not certify your TINwhenrequired (see the Instructions for
Part 11 for details),
3. The IRS tells the requester that you furnished an Incorrect TIN,
4. The IRS tells you that you are subjeot to backup withholding
because you did not report all your Interest and .dividonds on your tax
return (for reportable Interest and dividends only), or
« In the case of adisregarded entity with a U.S, owner, the U.& owner 5. You do not certify to the requester that you are not subject to
of the,disregarded enttty and -not the ent[ty;-_ ... backup Wi Molding under 4 above (for reportable interest and dividend
ry.....
• In the case of a grantor trust with a U,S, grantor or other U,S. owner, accounts o shed after 1983 enl' j
generally,. the U.S. grantor or other U.S. owner of the grantor trust and
not the trust; and
• In the case of a U.S. trust (other than a grantor trust), the U.S, trust
(other than a grantor trust) and not the beneficiaries of the trust,
Foreign person, If are a foreign person or the U,S. branch of a
foreign- bank that has elected to be treated as a U,S, person, do not use
Form W-9. Instead, use the appropriate Form W-8 or Form 8233 (see
Pub, 815, Withholding of Tax on Nonresident Aliens and Foreign
Entities),
Nonresident alien who becomes a resident alien. Generally, only a
nonresident alien' individual may use the terms of a tax treaty to reduce
or eliminate U.S. tax on certain types of income. However, most tax
treaties contain a provision known as a "saving clause." Exceptions
specified in the saving clause may,permit an exemption from tax to
continue for certain types of income even after the payee has otherwise
become a U,S, resident alien for tax purposes.
If you are a U.S. resident alien who is relying on an exception
containeOn the saving clause of a taxtreaty to claim an exemption
from U.S. tax on certain types of income, you must attach a statement
to Form W-9 that specifies the following five items.
1. The treaty country. Generally, this must be the same treaty under
which you claimed exemption frorn tax as a nonresident alien.
2. The treaty article addressing the income.
3. The article number (or location) in the tax treaty that contains the
saving clause and its exceptions,
4. The type and amount of income that qualifies for the exemption
from tax,
8. Sufficient facts to justify the exemption from tax under the terms of
the treaty article,
p y.
Certain payees and payments are exempt from backup withholding,
See Exempt payee code, later, and the separate Instructions for the
Requester of Form W-�9 for more information.
Also see Special rules for partnershlps, earlier.
What Is FATCA Reporting?
The Foreign Account Tax Compliance Act (FATCA) requires a
participating foreign financial institution to report all United States
account holders that are specified United States persons, Certain
payees are exempt from FATCA reporting, See Exemption from FATCA
reporting code, later, and the Instructions for the Requester of Form
W-9 for more information.
You must provide updated information to any person to whom you
claimed to be an exempt payee If you are no longer an exempt payee
and anticipate receiving reportable payments In the future from this
person. For example, you may need toprovide updated information -if
you are a C corporation that elects to be an S corporation, or If you no
longer are tax exempt. in Addition, you must furnish a new Form W-9 if
the name or TIN changes for the account; for example, If the grantor of a
grantor trust dies.
Failure to furnish TIN. If you fail to furnish your correct TIN to a
requester, you are subject to a penalty of $50 for each such failure
unless your failure is due to reasonable cause and not to willful neglect.
Civil penalty for false Information with respect to withholding. If you
make a false statement with no reasonable basis that results in no
backup withholding, you are subject to a $500 penalty.
Form W-9 (Rev. 10-2018) Page 3
Criminal penalty for falsifying Information. Willfully falsifying
certifications or affirmations may subject you to criminal penalties
Including fines and/or Imprisonment.
Misuse of TINs. If the requester discloses or uses TINS In violation of
federal law, the requester may be subject to civil and criminal penalties.
You must enter one of the following on this line; do not leave this line
blank. The name should match the name on your tax return.
If this Form W-9 is for a feint account (other than an account
maintained by a foreign financial Institution (FFI)), list first, and then
circle, the name of the person or entity whose number you entered In
Part I of Form W-9. If you are providing Form W-9 to an FFI to document
a joint account, each holder of the account that Is a U.S. person must
provide a Form W-9.
a. Individual. Generally, enter the name shown on your tax return, If
you have changed your last name without Informing the Social Security
Administration (SSA) of the name change, enter your first name, the last
name as shown on your social security card, and your new last name,
Note: ITIN applicant: Enter your Individual name as It was entered on
your Form W-7 application, line 1a. This Should also be the same as the
name you entered on the Form 1040/1040A/1 040EZ you filed with your
application.
b. Solo proprietor or single -member I.I.C. Enter your individual
name as shown on your 1040/1040A/1 040EZ on line 1. You may enter
your business, trade, or "doing business as" (DBA) name on line 2.
c. Partnership, LLC that Is not a single -member LLC, C
corporation, or S corporation. Enter the entity's name as shown on the
entity's tax return on line 1 and any business, trade, or DBA name on
line 2.
d. Other entities. Enter your name as shown on required U.S. federal
tax documents on line 1, This name should match the name shown on the
charter or other legal document creating the entity. You may enter any
business, trade, or DBA name, on line 2,
IF the entity/person on line 1 is
THEN check the box for. . .
a(n) ...
* Corporation
Corporation
o Individual
Individual/sole proprietor or single-
* Sole proprietorship, or
member LLC
* Single -member limited liability
company (LLC) owned by an
individual and disregarded for U.S.
federal tax purposes.
LLC treated as a partnership for
Limited liability company and enter
U.S. federal tax purposes,
the appropriate tax classification.
* LLC that has filed Form 8832 or
(P= Partnership; C= 0 corporation;
2553 to be taxed as a corporation,
or S. 6 corporation)
or
o LLC that Is disregarded as an
entity separate from Its owner but
the owner is another LLC that Is
not disregarded for U.S. federal tax
purposes.
9 Partnership
Partnership
s Trust/estate
e. Disregarded entity. For U.S, federal tax purposes, an entity that Is
disregarded as an entity separate from Its owner Is treated as a
"disregarded entity." See Regulations section 301.7701-2(c)(2)(111). Enter
mo -owner -a- name -on rte.t, Tname-vi-the -entity entered oto Ine- ___ - - - - —
should never be a disregarded entity, Tbo name on line 1 should be the The folldwing-66-dds ldehtify payees that are --e-x-e--m--p't-fr-o-m--h-a-aku-p
name shown on the Income tax return on which the Income should be withholding. Enter the appropriate code in the space In line 4. -
reported, For example, If a foreign LLC that Is treated as a disregarded 1 --An organization exempt from tax under section 601(a), any IRA, or
entity for U.S. federal tax purposes has a single owner that Is a U.S. a custodial account under section 403(b)(7) If the account satisfies the
person, the U.S. owner's name is required to be provided on line 1, If requirements of section 401(fi (2)
the direct owner of the entity Is also a disregarded entity, enter the first 2 —The United States or any of Its agencies or Instrumentalities
owner that Is not disregarded for federal tax purposes, Enter the
disregarded entity's name on line 2, "Business name/disregarded entity 3—A state, the District of Columbia, a U,S, commonwealth or
name." If the owner of the disregarded entity Is a foreign person, the possession, or any of their political subdivisions or Instrumentalities
owner must complete an appropriate Form W-8 Instead of a Form W-9.
This is the case even If the forelan person has a U.S.'TIN.
If you are exempt from backup withholding and/or FATCA reporting,
enter In the appropriate space an line 4 any code(s) that may apply to
You,
Exempt payee code,
o Generally, individuals (including sole proprietors) are not exempt from
backup withholding.
o Except as provided below, corporations are exempt from backup
withholding for certain payments, Including interest and dividends.
# Corporations are not exempt from backup withholding for payments
made In settlement of payment card or third party network transactions,
# Corporations are not exempt from backup withholding with respect to
attorneys' fees or gross proceeds paid to attorneys, and corporations
that provide medical or health care services are not exempt with respect
to payments reportable on Form 1090-MISC,
Line 2
If you have a business name, trade name, DBA name, or disregarded
entity name, you may enter It on line 2.
Line 3
Check the appropriate box on line 3 for the U.S, federal tax
classification of the person whose name is entered on line I
one box on.line 3,
4—A foreign government or any bf its political subdivisions, agencies,
or instrumentalities
5—A corporation
G—A dealer in securities or commodities required to register In the
United States, the District of Columbia, or a U.S. commonwealth or
possession
7 —A futures commission merchant registered with the Commodity
Futures Trading Commission
Check only 8--A real estate Investment trust
9 -=An entity registered at all times during the tax year under the
Investment Company Act of 1940
10—A common trust fund operated by a bank under section 584(1)
11 —A financial institution
12—A middleman known in the Investment community as a nominee or
Custodian
13 —A trust exempt from tax under section 664 or described in section
4947
Form W-9 {rev. 10.2016) Page 4
The following chart shows types of payments that may be exempt
from backup withholding, The chart applies to the exempt payees listed
above, 1 through 13,
IF the payment is for ...
THEN the payment Is exempt
for...
Interest and dividend payments
All exempt payees except
for 7
Broker transactions
Exempt payees 1 through 4 and 0
through 11 and all C corporations.
S corporations must not enter an
exempt payee code because they
are exempt only for sales of
noncovered securities acquired
prior to 2012,
Barter exchange transactions and
Exempt. payees 1 through 4
patronage dividends
Payments over $600 required to be
Generally, exempt payees~
reported and direct sales over
1 through 52
$5,000'
Payments made In settlement of
Exempt payees 1 through 4
payment card or third party network
transactions
1 See Form 1099-MISC, ivliscellaneous Income, and Its instructions.
a However, the following payments made to a corporation and
reportable on Form 1099-MISC are not exempt from backup
withholding: medical and health care payments, attorneys' fees, gross
proceeds paid to an attorney reportable under section6O45(f), and
payments for services paid by a federal executive agency.
Exemption from FATCA reporting code. The following codes identify
payees that are exempt from reporting under FATCA. These codes
apply to persons submitting this form for accounts maintained outside
of the United States by certain foreign financial Institutions, Therefore, If
you are only submitting this form for an account you hold In the United
States, you may leave this field blank, Consult with the person
requesting this form If you ;are uncertain if the financial institution is
subject to these requirements. A requester may indicate that a code is
not required by providing you with a Form W-9 with "Not Applicable" (or
any similar-Ind ica'tion) written or printed on the line for a+ATCA
exemption cods,
A -An organization exempt from tax under section 601(a) or any
Individual retirement plan as defined in section 7701(a)(37)
B --The United _States orany of Its agencies or Instrumentalities
C -A state, the District of Columbia, a U.S. commonwealth or
possession, or any of their political subdivisions orfnstrurmentalltles
p --A corporation the stock of which is regularly traded on one or
more established securities markets, as described in Regulations
section 1.1472-1(c)(1)(1)
E-A corporation that Is a member of the same expanded affiliated
group as a corporation described In Regulations sectlon 1.1472-1(c)(iI)(I)
F -A dealer insecurities, commodities, or derivative financial
instruments (including notional principal contracts, futures, forwards,
and options) that Is registered as such under the laws of the United
States or any state
G -•A real estate investment trust
H -A regulated investment company as defined in sectlon 851 or an
entity registered at all times during the tax year under the Investment
Company Act of 1940
1-A common trust fund as defined in section 584(a)
J -A bank as defined in section 581
K -A broker
L-A trust exempt from tax under section 664 or described in section
4947(x)(1)
M,. -A tax exempt trust under a section 403(b) pian or section 457(g)
pian
-- Note: You may wish to consultwith thefinancialInstitution requesting
this form to determine whether the FATCA code and/or exempt payee
code Should be completed.
Line 6
Enter your address (number, street, and apartment or suite number).
This is where the requester of this Form W-9 will mail your information
returns. if thisaddress differs from the one the requester already has on
file, write NEW at the top, If a new address is provided, there is still a
chance the old address will be used until the payor changes your
address In their records,
Line 6;
Enter your city, state, and ZIP code.
Enter your TIN in the appropriate box. If you are a resident alien and
You do not have and are not eligible to get an SSN, your TIN Is your iRS
individual taxpayer identification number (ITIN.. Enter it in the social
security number box, If you do not have an ITIN, see How to get a TW
below„
If you are a sole proprietor and you have an EIN, you may enter either
your SSN or EIN,
If you are a single -member LLC that is disregarded as an entity
separate from Its owner, enter the owner's SSN (or EIN, If the owner has
one), Cho not enter the disregarded entity's EIN, If the LLC Is classified as
a corporation or partnership, enter the entity's EIN,
-
Note: See What Name and Number To Cfve the Requester, later, for
further clarification of name and TIN combinations.
How to got a TIN. If you do not have a TIN, apply for one immediately.
To apply for an SSN, got Form SS -5, Application for a Social Security
Gard, from your local SSA office or get this form online at
www:SSA,gou You may also get this form by calling 1-800-772-1.213.
Use Form W-7, Application for IRS Individual Taxpayer Identification.
Number, to apply for an ITIN, or Form SS -4, Application for Employer
Identification Number, to apply for an EIN. You can apply for an EIN
online by accessing the IRS website at www.1rs.gov1Bus1nesses and
clicking on Employer Identification Number (EIN) under Starting a
Busineas, Cc?Wtg www,lrs.rnv/f=oCtns #cr view, download-
W-7
awrjload W-7 and/or form SS -4, Or, you can go to www,trs.gov1OrderForms to
place an order and have Farm W-7 and/or SS -4 mailed to you within 10
lousiness days.
If you are asked to complete Form W-9 but do not have a TIN, apply
for aTIN and write "Applied For" In the space for the TIN, sign and date
the form, and give it to the requester, For Interest and dividend
payments, and certain payments made with respect to readily tradable
instruments, generally you will have 60 days to get a TIN and give it to
the requester before you are subject to backup withholding on
payments. The 60 -day rule does not apply to other types of payments,
You will be subject to backup withholding on all such payments until
you provide your TIN to the requester.
Nota Entering "Applied For" means that you have already: applied for a
TIN or that you intend to apply for one soon.
Caution: A disregarded U,S, entity that has a foreign owner must use
the appropriate Form W -B.
To establish to the withholding agent that you are a U.S. person, or
resident alien, sign Form W-9, You may be requested to sign by the
withholding agent even if item 1, 4, or 5 below indicates otherwise.
For a joint account, only the person whose TIN Is shown in Part I
should sign (when required). In the case of a disregarded entity, the
person identified on line 1 must sign. Exempt payees, see Exemptpayee
code, earlier.
Signature requirements. Complete tate certification as indicated in
items 1 through 6 below.
Form W-9 (Rev. 10-2018) Page 6
1. Interest, dividend, and barter.exchange accounts opened
before 1984 and broker accounts considered active during 1983.
You must give your correct TIN, but you do not have to sign the
certification.
2. Interest, dividend, broker, and barter exchange accounts
opened after 1983 and broker accounts considered Inactive during
1983. You must sign the certification or backup withholding will apply, If
you are, subject to backup withholding and you are merely providing
your correct TIN to the requester, you must cross out Item 2 In the
certification before signing the form.
3, Real estate transactions. You must sign the certification. You may
cross out item 2 of the certification.
4. Other payments, You must give your correct TIN, but you do not
have to sign the certification unless you have been notified that you
have previously given an Incorrect TIN, "Other payments" include
payments made In the course of the requester's trade or business for
rents, royalties, goods (other than bills for merchandise), medical and
health care services (Including payments to corporations), payments to
a nonemployee for services, payments rnade In settlement of payment
card and third party network transactions, payments to certain fishing
boat crew members and fishermen, and gross proceeds paid to
attorneys (including payments to corporations).
5. Mortgage Interest paid by you, acquisition or abandonment of
secured property, cancellation of debt, qualified tuition program
payments (under section 529), ABLE accounts (under section 629A),
IRA, Goverdoll ESA, Archer MSA or HSA contributions or
distributions, and pension distributions. You must give your correct
TIN, but you do not have to sign the certification.
What Name and Number To Give the Requester
7—Por this —typoof7ao7coun7Give name and SSN of,
: 77
2. Two or more Individuals gaint
account) other than an account
maintained by an FFI
3. Two or more U.S. persons
(Joint account maintained by an FFI)
4. Custodial account of a rnInor
(Uniform Gift to Minors Act)
5. a, The usualravocable-savings-trust
(grantor Is also trustee)
b. So-called trust account that Is not
a legal or valid trust under state law
6. Sole proprietorship or disregarded
entity owned by an individual
7. Grantor trust filing under Optional
Form 1099 Filing Method 1 (see
Regulations section 1 .671-4(b)(2)(I)
(A))
For this type of account,
8. Disregarded entity not owned by all
Individual
9. A valid trust, estate, or pension trust
10. Corporation or LLC electing
corporate status on Form 8832 or
Form 2553
11, Association, club, religious,
charitable, educational, or other tax-
exempt organization
12. Partnership or multi -member LLG
13.A broker or registered nominee
The Individual
The actual owner (4 the account or, if
combined funds, the first Individual on
the account'
For this We of account: I Give name and EIN of;
14. Account with the Department of
Agriculture In the narne of a public
entity (such as a state or local
government, school district, or
prison) that receives agricultural
program payments
15, Grantor trust filing under the Form
4041 Filing Method or the Optional
Form 1099 Filing Method 2 (sero
Tile trust
I List first and circle the name of the person whose number you furnish,
If only one person on a joint account has an SSN, that person's number
must be furnished.
2 Circle the minor's name and furnish the minor's SSN,
3 You must show your Individual name and you may also enter your
business or DBA name on the "Businessnameldisregarded entity"
name line. You may use elther your SSN or EIN (If you have one), but the
IRS encourages you to use your SSN.
I List first and circle the name of the trust, estate, or pension trust, (Do
riot furnish the TIN of the personal representative or trustee unless the
legal entity Itself is not designated In the account title.) Also see Special
rules for partnerships, earlier.
'Notw. The grantor also must provide a Form W-9 to trustee of trust.
Note; If no name Is circled when more than one name Is listed, the
number will be considered to be that of the first name listed.
Secure Your Tax Records From Identity Theft
Identity theft occurs when someone uses your personal Information
such as your name, SSN, or other identifying information, without your
permission, to commit fraud or other crimes, An Identity thief may use
your SSN to get a job or may file a tax return using your SSN to receive
a refund,
Each holder of the account To reduce your risk:
o Protect your SSN,
The mInor2 - Ensure your employer Is protecting your SSN, and
, Be careful when choosing a tax preparer, a'
The -grantor -trustee - If ytiuFtax records areaffected"by Id6riffty1heff"ifid y6a-receive
notice from the IRS, respond right away`to the name and phone number
The actual ownerprinted on the IRS notice or letter.
The owners
The grantor'
Give name and EIN of;
The owner
Legal entIty4
The corporation
.The organization
The partnership
The broker or nominee
If your tax records are not currently affected by Identity theft but you
think you are at risk due to a lost or stolen purse or wallet, questionable
credit card activity or credit report, contact the IRS Identity Theft Hotline
at 1-800-908-4490 or submit Form 14039,
For more information, see. Pub. 5027, Identity Theft Information for
Taxpayers.
Victims of Identity theft who are experiencing economic harm or a
systemic problem, or are seeking help Inresolving tax problems that
have not been resolved through normal channels, may be eligible for
Taxpayer Advocate Service (TAS) assistance. You can reach TAS by
calling the TAS toll-free case Intake line at 1-877-7774778 or TTY/TDD
1-800-829-4059.
Protect yourself from suspicious emalls or phishing schemes.
Phishing Is the creation and use of email and websites designed to
mimic legitimate business smalls and websites. The most common act
is sending an email to.a
user falsely,cl.airnIng to be an established
legitimate enterprise in an attempt to scam the user into surrendering
private information that will be used for identity theft.
Form W-9 (Rev. 10-2018)
The IRS does not initiate contacts with taxpayers via emails. Also, the
IRS does not request personal detalled Information through ernall or ask
taxpayers for the PIN numbers, passwords, or similar secret access
Information for their credit card, bank, or other financial accounts.
If you recelvean unsolicited email claiming to be from the IRS,
forward this message to phishingbirs.gov. You may also report misuse
of the IRS name, logo, or other IRS property to the Treasury Inspector
General for Tax Administration (TIGTA) at 1-800-366-4494. You can
forward suspicious emalls to the Federal Trade Commission at
spam@uce.gov or report them at www.ffc.govlcompiaint, You can
contact the PTC at www.ftc.govlidtheft or 877-IDTHEFT (877-438-4338),
If you have been the victim of identity theft, see wwwldentityTheft,gov
and Pubs 5027,
Visit wwwirs.gov/fdantityTheft to learn more about identity theft and
how to reduce your risk,
Page 6
Privacy Act Notice
Seotion 6109 .of the Internal Revenue Code requires you to provide your
correct TIN to persons (includincdfederal aganoles) who are required to --
file information returns with the iRS to report interest, dividends, or
certain other Income paid to you; mortgage interest you paid; the
acquisition or abandonment of secured property; the cancellation of
debt; or contributions you made to an IRA, Archer MSA,,or HSA, The
person collecting this form uses the information on the form to fle
Information returns with the IRS, reporting the above Information,
Routine uses of this Information include giving it to the Department .of
Justice for civic and criminal litigation and to cltles, :states, the Distract of
Columbia, and U,S, commonwealths and possessions for use in
administering their laws, The lnformatlon also may be disclosed to other
countries under a treaty; to federal and state agencies to enforce civil
and criminal laws, or to federal law enforcement and intelligence
agencies to combat terrorism. You must provide,your TIN whether or
not you are required to file a tax return. Under section 3406,, payers
must generally withhold a percentage of taxable interest, dividend, and
certain other payments to a payee who does not give a TIN to the payer.
Certain penalties may also apply for providing false or fraudulent
information.'
0% 1
ILA I
Form W Request for Taxpayer
(Rev, October 2007) Identification Number and Certification
Name (As shown on yottr Income tax return)
C4
0 S.R. Rose Engineerina Inc.
R Swiness nomai if dliferant.frcm above
CL
4) Oheok appropriate box: 0 IndlvlduW/$olo proprietor KI corporation 11 Partnership
Winitiod liability company, Enter the tax classification (D --disregarded entity, C-cotporation, P -Partnership) 0,
other (see ihiruouons) l, -
Address: (number, street, And apt. or suite no;) Requester'e Hama r
15751 Kavi!!LLn Town of Los Altos
City, state, and ZIP code 26379 Fr6fi011t lltt
Los Q_atos
CA _9503Q------,-- Los Altos Hills, C
List aotount number(a) hors (optional)
Give form to the
reque6toy, Do not
send to the IRS.,
r
Exempt
payee
.Enter your TIN In the appropriate box. The TIN provided must match the name given on Lille I to avoid county mercer
backup withholding. For IndlAdUOIS, this Is your social security number ($SN). However, for a resident
all all, sole proprietor, or disregarded entity, see the Part I Instructions on page 3. For other entities, It Is
your employer Identification number (SIN), If you do not have a number, $so Now to Oat a TIN on page 3,or
Note. If the account Is In more than one name, see the chart oil page 4 for guidelines on whose in-tOTO—Yor
number to enter.. I 1 -9-3 J 3729725
Under penalties of perjury. I certify that:
1. The number shown on this form Is my correct taxpayer Identification number (or I am waiting for a number to be Issued to me), slid
2, 1 am not subject to backup withholding because. (a) I Am exempt from backup withholding, or (b) I have not been notified by the Internal
Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all Interest or dividends, or (o) the IRS has
notified me that I am no longer subj;ot to baoRup w1thholding, and
3. 1 am a U.S. citizen or other U.S. person (defined below).
Certification Instructions, You must cross out Itom 2 above If you have been notified by the IRS that you are OUrrently subject to backup,
-withholding bbodus6 y6fl-have-falledl-W and -di , via , a . n , do - oil . your L I ir tax - return : -Far .-For real-ootote transactions;item2-d6bs'ffct74ppIY,
For mortgage Interest paid, Acquisition or abandonment of secured property, cancellation of debt, contributions to an Individual retirement
arrangement (IM), and generally, payments other than Interest and dividends, you are not required to sign the Certification, but you must
provide your correct TIN. Sea tWnstructioils oApago 4.
SignSignatura of 5/20/2024
Here I U.S. Demon iClato *
General Instructions
Definition of a U.S. person. For todered tax purposes, you are
Section references tire to the Internal Revenue Code unless
considered a U.S. person If you are:
* An Individual who is a U.S, oltizen or U.S. resident Lilian,
otherwise noted.
# A partnership, corporation, company, or association created or
Purpose of Form
organized In the United States or under the laws of the United
A person who Is required to file an information return with the
0s,
Status,
IRS must obtain your correct taxpayer Identifioatlon number (TIN)
# An estate (other than a foreign estate), or
to report, for example, Income paid to you, real estate
* A domestic trust (as defined In Regulations section
transactions, mortgage Interest you paid, acquisition or
309.7701-7),
abandonment of secured property, cancellation of debt, or
contributions you made to an IRA
Special rules for partnerships. Partnerships that conduct a
Use, Form W-9 only It you are a U.S. person (including a
resident -alloto n),, provide -your correct tea
trade or business In the United States are generally required to
a withholding tax on any foreign partners' share of Income
from such businossr Further, In certain oases where Form W-9
requesting It (the requester) and, when appiloable, to:
has not been received, a partnership Is required to presume, that
1. Certify that the TIN you are giving Is correct (or you are
a pewtftor Is a foreign person, and pay the withholding tax.
waiting for a number to be Issued),
Therefore, if you are to U.S. person that Is, a partner In a
Certify that you are not subject to backup withholding, or
3. Claim from backup withholding If are a U.S.
partnership conducting a trade or business In the United States,
provide F6rm W-9 to theartnership to establish your U.S.
provide
share of
exemption you
exempt payee. If apppiioable, you are also certifying that as a
status and avoid�ng on your partnership
Income.
U.S. person, your ailocabls share of al partnership Income from
a U.S, trade or business Is not subject o the withholding tax on
t
The person who gives Form W-9 to the partnership for
purposes of establishingits U.S. status and avoiding withholding
foreign partners' share of effectively connected Income.
on Its allocable share onot Income from the partnership
Note. If a requester gives you a form other than Form W-9 to
conducting a trade or business In the United States Is In the
request your TIN, you must use the requester's form If It Is
following cases:
substantially similar to this Form W-9.
* The U.S. owner of a disregarded entity and not the entity,
Oat. No, 10281X Form W-9 (Rau, 17POO
Short -form Agreement
Instructions and Checklist
Professional Services (unrelated to pL_j_b_r1c_Lr_oJ_ec_t_$J
Ei Obtain a detailed quotation from the qualified vendor/contractor,
0 Determine availability of funds in the current budget — consult finance for
appropriate budget number if necessary
El Request approval from the City Manager
El Complete the agreement template: -
o Section I — Detail the goods and/or services the vendor/contractor will
provide to the Town.
,o Section 2 — Attach the detailed quotation as an exhibit.
o Section 3 — Provide the contractor with a deadline to provide the goods/or
services, If services are on-going, the contracts should expire no later
than the end of the current fiscal year. A new contract will be prepared in
June for the next fiscal year,
Fi Send the complete agreement, exhibit(s), to the contractor along with the
standard transmittal memo and the IRS Form W-9 (included below).
El Contractor should return at least one signed original copy and a completed W-9
to the Town. If you receive the documents, please forward everything to finance.
Public Works Projects:.
The California Labor Code beginning at section 1720 deals with this issue, Labor Code sections 1720 and
1771 define public works as work done under contract and paid for in whole or in part out of public funds
that involves one or more of the following: Construction; Alteration, Demolition, Installation; Repair/
Maintenance work. Contractor shall comply with all prevailing wage, laws, rules and regulations on public,
works projects. A complete definition may be found at:t ://www.looinfo,ce,gpy/calaw,,html,
U Submit a request for quotations to the Town's authorized vendor list for the
services requested.
11 Determine availability of funds in the current budget — consult finance for
appropriate budget number if necessary
11 Prepare a written recommendation to the City Manager to award the contract to
the vendor whose bid is most advantageous to the Town with a compelling
reason why the selected bid is most advantageous,
Ll With City Manager approval, complete the agreement template:
• Section 1 - Detail the goods and/or services the vendor/contractor will
provide to the Town,
• Section 2 -Attach the detailed quot ' ation - as an exhibit,
• Section 3 — Provide the contractor with a deadline. If services are on-
going, the contracts should expire no later than the end of the current
fiscal year. A new contract will be prepared in June for the next fiscal
year.
0 Send the complete agreement, exhibit(s), to the contractor along with the
standard transmittal memo and the IRS Form W-9 (included below).
11 Contractor should return at least one signed original copy and a completed W-9
to the Town. If you receive the documents, please forward everything to finance.
50)8744.1.
-S.R. ROSE ENGINEERING INC
15751 Kavin Lane, Los Gatos, CA 95030
(650) 400-1462, sean@ rroseenp
May 28, 2024
WooJae Kim
Public Works Director/City Engineer
Town of Los Altos Hills
26379 Fremont Road
Los Altos Hills, CA 94022 (Submitted vla emoll)
SUBJECT: Proposal for Project Management Services for the 2024 ARPA-Funded Broadband
Expansion Project
Dear Mr., Kim:
S.R. Rose Engineering Inc, (BREI) is grateful for the opportunity to submit this, proposal to the Town
of Los Altos Hills (Town) for Project Management Services for the Town's current American Rescue
Plan Act (ABPA) -funded Broadband Expansion Project.
SREI is a small civil engineering consulting firm founded in 2023 that is focused on serving local
governmental agencies. We provide project management, and civil engineering consulting services In
all phases of project development on a variety of project types. Our firm's Principal, Sean Rose, has
over 27 years of experience delivering public infrastructure projects for Bay Area agencies.
The Town -has requested this -proposal to manage Its current ARPA_fUnded Broadband Expansion
Project within mandated ARPA funding deadlines. The Town has allocated approximately $800,000
in ABPA funds for this project. The funds need to be obligated by December 31, 2024 and spent by
December 31, 2026;
On May 21, 2024, the Town Council authorized the Town Manager to enter into an agreement with
Los Altos Hills Community Fiber (LAHCF) in which the Town would grant LAHCF the allocated ABPA
broadband funding and LAHCF would deliver a broadband expansion project with the funding within
the deadlines set forth above and in accordance with the Town's requirements and objectives for
the projett.
SREI's anticipated scope of work for managing this project may Include the tasks set forth below.
SREI's typical project management scope of work is presented In Attachment 1.
Task 1 — Protect Management
• Meet with Town staff and other project stakeholders, Including the Town Council,
Technology Committee, LAHCF, technology consultant, and others as needed,
• Review on-site and evaluate potential broadband expansion sites with results of field
evaluation and Town's Broadband Feasibility Study.
pCC1JSR ROSE Page I of 4
rnginming
Proposal for Project Management Services S.RLROSE ENGINEERING INC.
for the 2024 ARPA Broadband Expansion Project
* Provide updates to the Public Works Director, Town Manager, Town Council, Technology
Committee, and resident groups, Ensure involvement |n importantdecisions while
minimizing the need for day today monitoring.
w Provide public outreach including create and update aproject webp@ge,
0 Establish and track a milestone schedule that meets the ARPA delivery deadlines noted
above and delivers the project aaefficiently ospossible.
* Keep the project nnschedule bvfollowing the critical path and providing clear direction to
and obtaining timely input from the project tea0andstakehU|derS.
m
Assist inthe raUonoftheagreament\withLAHCF.
w
Work closely with and coordinate the Involvement of the Town Attorney and other Town
staff inthe development ofthe agreement.
*
Work with LAHCF, Technology Committee, Town staff and others to define the scope of work
and contract terms for the agreement.
�
Help ensure all requirements are contained In the agreement Including legal,
insurance/bonding, scope of work, encroachment requirements, Town policies and
standards.
�
Assist with negotiation, administration, and monitoring of LAHCF's encroachment permit
and plans. Permit and plans should include but not belimited tnrequirements relating tV
public outreach, traffic control, installation method (boring/microtrenching/trenching),
pavement restoration, coordination with paving plans, and siting of conduits and cabinets.
�
l. Project Schedule — initial schedule and periodic updates.
%. PrgsgOtation(s)hoTown Council and/or Technology Committee.
3. Agreement (with assistance/consultation from others omoutlined above)
4. Encroachment Permit (with assistance/consultation from others as outlined above)
5. Project folder and files — organized and retained VnTown server.
The scope of work does not Include construction management and Inspection for the construcflon
phase of the project. SREI could provide those services If requested by the Town.
The services for this project will beprovided bvSean Rose. Sean's resume isprovided |nAttachment
2. Sean personallymapugedtheEncmooCh0entAgreameOtandoonstrucdgn
management/inspection in 2022 for the ARPA-funcled broadband expansion project on Old La
Honda Road bvOld LoHonda Road Community Fiber.
The table onthe following page presents our estimate of the hours needed to complete the
services. The estimate is based on an assumed duration of six to nine months to complete project
scoping, finalize the agreement with LAHCF, and Issue the encroachment permit to LAHCR
D[] sR nosE May 28,2024 Page %uf4
Proposal for Project Management Services S.R. ROSE ENGINEERING INC.
for the 2024 ARPA Broadband Expansion Project
Hours by Task
Hours
1, Project Management
75
2.. Negotiate/Monitor Agreement and Permits with LAHCF
60
Total Hours
135
Staff/Expenses
Rate
I Hours
►mount
Sean Rose
$220
135
$29,700
Reimbursable Expenses
$300
Total Amount
$30,000
*f Reimbursable expenses include estimated travel to/from SREI's office to Los Altos Hills.
Based on the estimated level of effort, we are proposing,a not -to -exceed amount of $30,000. Actual
costs will be billed monthly for services rendered in accordance with SREI's current rate schedule
Included herein as Attachment 3.
We hope to have the opportunityto work with the Town on the successful completion of this -
project.
Should you have any questions regarding this proposal, feel free to contact me at (650) 400-1462 or
sean(@srroseengineering.com.
Sincerely,
S.R. ROSE ENGINEERING INC,
Sean R. Rose, PE, PMP, LEER AP
Principal
Attachments:
1, SREI Project Management Approach
2. Sean Rose Resume
3. SRE) 2024 Rate Schedule
111:1 su nose May 28, 2024 Page 4 of 4
DOEngineering
DO SR ROSE
DO Engineering
Approach to Project Management
S.R. Rose Engineering Inc.
Our Project Management (PM) services are designed to ensure the successful delivery of the
project on schedule, within budget, and according to the established project objectives. Our
PM Work Plan typically Includes the tasks and deliverables listed below. We understand that
not every task and deliverable is needed for every project. We will ensure that onlythe
necessarytasks are performed to save time and budget.
1. Hold pre -project meetings with the Client, and other stakeholders to review the goals,
scope of work, schedule, submittals, Issues, project coordination and responsibilities.
2. Hold periodic Project Team Meetings. Review schedule, project accompli,shments over
the past period, and'upoomi'ng submittals. Discuss right of way, utility, and physical
constraints.
3. Hold additional coordination meetings as needed to clarify items or review submittals.
Document all meetings and distribute minutes to the appropriate parties.
4. Prepare and implement a Project Management Plan. Regularly review and monitor.
5. Prepare a Project Schedule with milestone dates for adherence. Regularly reviewwith
the project team. Know the reasons for any schedule changes.
6. Track deliverables and submittal dates with a spreadsheet that highlights priority tasks.
Continuously identify, execute, and monitor critical path tasks.
7. Ensure timely design submittals at the 30%,-60%, 95%, and Bid levels of completion.-
Monitor
ompletion.Monitor project design for conformance with design standards and policies.
Conduct public outreach utilizing opinion surveys, social media, Letters, and other
tools.
9. Prepare memos and correspondence.
10. Maintain project files in an organized and logical manner.
11. Prepare monthly invoices and progress reports to the Client.
1. Project Schedule
2. Project Management Plan
3. Tasks and assignments spreadsheet
4. Meeting minutes
5. Correspondence and memorandums
6. Project files
Page 1 of 2
CIE] sR rzosE
1 1 El Engineering
Project Management Approach:
1. Direct project communications through the Project Manager so that progress can be
monitored at all times.
2.. Actively coordinate wittithe City, consultants, and contractors. Communicate daily,
with team members via videoconference, phone and email,
3. Manage costs via effective vendor negotiations and bid strategy. Carefully review all
invoices.
4. Proactively identify and resolve issues as early as possible.
5. Make design quality a priority. Perform QA/QC, constructability, and value engineering
review(s),
6. Conduct, public outreach that Is fundamental to success. Obtain input, gauge support,
and keep the affected residents/community Informed throughout the project.
In addition to the above, our PM services often include the following related services* -
• Prepare Council reports and present at Council and/or committee meetings on behalf
of or with City staff, as requested.
® Prepare design or construction services. RFPs..
• Consultant selection process and contract negotiations.
• Peer review of project design and plans, specifications, and estimate (PS&E) packages.
* Prepare f ront-end, Wd documents.
--
• Grant/funding applications and grant administration.
Page 2 of 2
EDUCATION
BS, Environmental
Engineering, Cal Poly San
Luis Obispo
M BA, San Jose State
University
REGISTRATION
Registered Civil Engineer
CA No. C 64314
CERTIFICATIONS
PMP No. 5@1O4
LEEDAP
OSD/OSPNo, 1O23
ApHUATUO08
APVVASilicon Valley Chapter
Current President
ASCE San Jose Branch
Past President
City/County Enginmars
Association San Mateo
County
Past President
TOTAL YEARS EXPERIENCE
27yeam
SEAN R. ROSE, PE, PMP, LEED AP
PROJECT MANAGER I CONSTRUCTION MANAGER | CIVIL ENGINEER
Sean Rose ioaproven civil engineer and Infrastructure professional. His
experience includes design, construction, operations, and maintenance of
roads, trails, bike/ped facilities, bridges, tunnels, buildings, parks, traffic
signals, wet utilities, utility onder8nmunding,renewable energy, and other
types ofprojects with ucombined construction value ofover $15Qmillion.
Mr. Rose has atrack record ofsuccessfully delivering complex Infrastructure
projects with efficiency, high quality, and broad stakeholder input. His hands-
on knmw|edQeofhmwth|nQamnebVi|Landn0aAntmined\eadstopracdCo|mnd
cost-effective outcomes, Hebwell versed |nobtaining oododm|ohtcring
Federal, State, and local grant funding.
EXPERIENCE
Porto|oRoad Bridge Replacement Project, Woodside, CA
DescriDtion: Replaced 2D7-yeorold concrete bridge with new concrete box
girder bridge. $3 million,
6 'Project Manager and Director.
° Led this Federal Highway Bridge Prog[am-fundedpnojectthrough planning,
design, and construction |nless than 3yaon�
* 2O2%APVVASilicon Valley Project Vfthe Year.
Allston Road Permeable Paver Pilot Project, Berkeley, CA
impermeable asphalt with permeable pavers and
underdnz/nsystem ondowntown street. $2.1 million.
* Project Manager and Director.
• Berkeley's first majorpermeable pavement installation project.
* Led community outreach with Public Works Commission.
* 2U14.APVVANor[o|Project ofthe Year.
SEAN R. ROSE, PE, PMP, LEER AP
Town Center Sanitary Sewer Pump Station
Replacement Project, _Waodside, CA
Description: Replaced 50 -year old pump station Incl.
wet well and controls. Total cost: $1.6 million.
0 Project Manager and Director.
0 2017 APWA Silicon Valley Project of the Year.
Glens Pathway Multi -Phase Project, Woodside, CA
Description,,,, Create 2,700 linear feet of pedestrian
pathways for the Glens, Total cost.,, $2 m fillon.
0 Project Manager, Construction Manager, Project
Engineering,,Construction Inspection.
0 Developed and conducted all public outreach,
4 Obtained State TFCA grant funding.
Old La Honda Road Bridge Replacement Project,
Woodside, CA
Description: Replaced 96 -year old narrow concrete
bridge with new bridge. Total cost: $1.6 million.
• Project Manager and Director.
• Completed design and constructability review.
• Obtained Highway Bridge Program grant funding,
Permanente Creek Bike/Ped, Overcrossing of
HIghwaylM, Mountain V A - - lew, C
Description: New BlkelPed Overcrossing of Highway
101 at Shoreline Blvd, Total cost: $10 million.
0 Project Manager of Design Phase.
0 Included a tunnel under Old Middlefield Way.
0 2010 APWA Silicon Valley Project of the Year,
Kings Mountain Road Bicycle Pullouts and Road
Safety Project, Woodside, CA
Descrip_tion, Instoll bike pullouts, strIpIng/sIgnagefor
trafficsofety. Total cost: $250,000
& Project Manager and Construction Manager,
Measure M Green Infrastructure Storm Drainage
Projects, Berkeley, CA
Description:, Installed green Infrastructure projects
around the City of Berkeley, Tota.l.cost., $5 million.
• Project Manager and Director,
• Installations Included state-of-the-art rain
gardens, bloswales, capture devices, and weirs.
• Led site selection with Public Works Commission,
W, 10111ARTUO-Irm
SEAN R. ROSE, PE, PMP, LEED AP
Hearst Avenue Complete Streets, Berkeley, CA
Qes(rlotioa: Protected cycle tracks, medion Islands,
pedestrian refuges, striping/signage, and green
Infrastructure. Total cost: $3 million.
• Project Director.
• Included dedicated accessible bus ramps.
• Administered $12 million Federal OBAG grant.
Fire Station No. 5 Project, Mountain View, CA
Description: Replace aging fire station with new state
of the art 10,000SF station. Total.
$6 M.
• Project Director.
• LEED Silver certification,
Whisman Water Reservoir Roof Seismic Retrofit and
Solar Project, Mountain View, CA
Description: Seismic retrofit of a 6 million gallon
water reservoir and rooftop solar electric system,
Total cost., $2 million.
Project Manager,
• Reuse of old-growth redwood timbers
incorporated into design.
Los Gatos Creek Trail to Highway 9 Trallhead
Connector Project, Los Gatos, CA
Description: New trallheads and trail connections
including prefabricated bridge. Total cost, $9 M.
0 Project Manager of Construction Phase..
Blossom Hill Road Bike/Ped Overcrossing of Highway
17, Los Gatos, CA
Description; New Bike/Ped overcrossIng of Highway
17 along Blossom Hill Road. IQLaL_cost: $25 million.
• Project Manager.
• improve safety for all users, relieve congestion,
and close a gap in the. Los Gatos bicycle network.
OTHER PROJECT EXPERIENCE
Old La Honda Road Community Fiber Project
Encroachment Agreement, Woodside, CA, 2021-22,
Rengstorff Avenue Utility Undergrounding District,
Mountain View, CA. Total cost, $3M.
Managed City of Mountain View, City of Berkeley,
and Town of Woodside Road Programs, 2011-2023.
Kings Mountain Rd Bike Pullouts and Traffic Safety
Project, Woodside, CA. Total cost: $275,000,
Mariposa Park New 0.6 -Acre Community Park,
Mountain View, CA. Total cost: $13M.
Sanitary Sewer Rehabilitation'Program, Berkeley, CA.
Shattuck Ave Reconfiguration Project, Berkeley, CA.
S.R. ROSE ENGINEERING INC.
S.R. Rose Engineering Inc.
2024 Rate Schedule
Effective January I through December 31, 2024
Hourly Rates
position /Title
Hourly Rate
Principal/Senior Project Manager
$220
Senior Project Manager
$200
Project Manager
$175
Senior Project Engineer
$160
Project Engineer
$150
Reimbursable Expenses
Auto Mileage $0.67/mile
(2024 IRS rate)
Subconsultant Fees Cost plus 10%
Reimbursable Costs (Printing, Copying, Parking, Cost plus 10%
Mail/Shipping, FI I m/Develo ping, etc.)
Note: Rates are subject to an increase based on the SF Bay Area Consumer Price Index, published
annually in November.