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C&T, Awarded RFQ, Original Submittal
PROFESSIONAL ENGINEERING SERVICES AGREEMENT THIS AGREEMENT, hereinafter "Agreement," made and entered into the 22nd day of October 2021 by and between Culpepper and Terpening. Inc. hereinafter referred to as "PROFESSIONAL" and the City of Okeechobee, Florida, a municipal corporation, 55 SE 3' Avenue, Okeechobee, Florida 34974, hereinafter referred to as "CITY", for and in consideration of the following terms, conditions and covenants. I. PURPOSE OF AGREEMENT CITY intends to enter into an agreement with PROFESSIONAL for provision of Professional Engineering Services by the PROFESSIONAL and the payment for those services by CITY as set forth below. II. SCOPE OF SERVICES The PROFESSIONAL shall provide Professional Engineering Services in all phases of any project for which a PROJECT AUTHORIZATION has been issued by the CITY pursuant to this Agreement as hereinafter provided. These services will include serving as CITY'S professional consulting representative for the Project, providing professional consulting consultation and advice and furnishing customary Civil Engineering Services and customary services incidental thereto as described in the Project Authorization. The detailed scope of services to be performed and schedule of fees for those services shall be detailed in each Project Authorization. PROFESSIONAL shall work with the City Administrator, City Attorney, City Public Works Director, or other City staff in advising the CITY and the City Council regarding Professional Engineering Services. The services will be those customarily attendant to Civil Engineering Services including, but not limited to the following: A. Preparation of roadway location or alignment studies B. Preparation of roadway design C. Preparation of land acquisition documents D. Preparation of a hydrologic & hydraulic studies E. Preparation of storm drainage system design F. Preparation of new or retrofit storm water management design G. Preparation of floodplain studies H. Preparation and procurement of requisite environmental permits I. Performance of traffic counts J. Preparation of traffic studies and analysis K. Preparation of maintenance of traffic design L. Preparation of structural studies and design for bridges, culverts and retaining walls M. Preparation of construction documents N. Preparation of cost estimates O. Preparation of record drawings / as -built plans P. Review of plans, specifications and estimates developed by others, attend Technical Review Committee or other required meetings as requested. Q. Financial Analysis R. Construction Inspection Services S. GIS Mapping and Data Collection T. Presentation to the City Council. staff, and the public of reports, plans, and exhibits U. Other customary Professional Civil Engineering & Surveying Services Ill. Agreement 1. Term of Agreement Upon award of this Agreement, the effective date of this Agreement shall be the date of execution of this Agreement by both CITY and PROFESSIONAL. Term of this Agreement shall be for an initial period of three (3) years with the option of two (2) additional one-year renewal periods, upon the mutual agreement of the parties. At the option of the CITY, and upon the agreement of the PROFESSIONAL, this Agreement may be converted to or replaced at any time with a "Continuing Contract" as that term is used in Section 287.055, Florida Statutes (CCNA). 2. Project Authorization Each "Project Authorization" shall specify the Period of Service agreed to by the CITY and the PROFESSIONAL for services to be rendered under said "Project Authorization". 3. Compensation and Method of Payment 3.1 Fee Schedule CITY will compensate PROFESSIONAL for services under each Project Authorization. The fee due to the PROFESSIONAL shall be set forth in each Project Authorization and shall be in accordance with PROFESSIONAL'S personnel hourly rate schedule formalized in "Exhibit C" to this Agreement. PROFESSIONAL'S personnel hourly rate schedule may be updated annually prior to each optional renewal period. 3.2 Invoices PROFESSIONAL shall submit monthly invoices to the CITY no later than the last day of the month for work accomplished under this Agreement. Each invoice shall be detailed and include, but not be limited to, hours worked by each person assigned to the Project, date worked, and all ancillary expenses incurred and by whom. 3.3 Payment Payment for services rendered is due within Forty-five (45) days of receipt and approval of invoice by CITY. Payment is delinquent thirty (30) days following receipt and approval of invoice by CITY. 4. Reimbursable Expenses PROFESSIONAL shall be reimbursed only for approved out pocket expenses directly chargeable to the Project, at actual cost incurred. Reimbursable expenses will include travel, lodging and meals when traveling at the CITY'S request and on the CITY'S behalf. These expenses shall conform to rates and allowances set forth in Florida State Statute, Sec 112.061, regarding per diem and traveling expenses. Identifiable communication expenses, reproduction costs, and special accounting expenses not applicable to general overhead shall be reimbursed at actual cost. 5. Additional Services 5.1 Requests for Additional Services The undertaking by the PROFESSIONAL to perform professional services defined within this Agreement extends only to those services specifically described herein. If upon the request of the CITY, the PROFESSIONAL agrees to perform additional services hereunder, the CITY shall pay the PROFESSIONAL for the performance of such additional services an amount (in addition to all other amounts payable under this Agreement) based on an hourly fee in accordance with PROFESSIONAL'S current personnel fee schedule, plus reimbursable expenses so incurred by the PROFESSIONAL; unless a lump sum addendum to this Agreement is executed by the parties to this Agreement which addresses the additional services. 5.2 Changes in Scope/Conditions Additional services shall include revisions to work previously performed that: are required because of a change in the data or criteria furnished to the PROFESSIONAL, or a change in the scope of concept of the Project initiated by the C, or services that are required by changes in the requirements of public agencies, after work under this Agreement has commenced. 6. Use of Documents 6.1 Ownership of Original Documents All deliverable analysis, reference data, survey data, plans and reports or any other form of written instrument or document that may result from the PROFESSIONAL'S services or have been created during the course of the PROFESSIONAL'S performance under this Agreement shall become the property of and shall be delivered to the CITY after final payment is made to the PROFESSIONAL. 7. Termination 7.1 Termination for Convenience Either party upon a seven (7) day written notice to the other party may terminate this Agreement. In the event of any termination, PROFESSIONAL shall be paid for all services rendered to the date of termination including all reimbursable expenses. 8. City's Obligations 8.1 Data to be Furnished The CITY shall provide PROFESSIONAL with all data, studies, surveys, plat; and all other pertinent information concerning the Project in the possession of the CITY upon request. 8.2 Designated Representative The Designated Representative of the CITY to act with authority on the CITY behalf with respect to all aspects of the Project shall be identified in each Project Authorization. 9. Insurance. 9.1 Workers' Compensation The PROFESSIONAL shall procure and maintain, during the life of this Agreement, Worker's Compensation insurance as required by Florida Statutes, Chapter 440 for all employees of the PROFESSIONAL engaged in work on the Project under this Agreement. 9.2 Insurance Policy Limits PROFESSIONAL shall procure and maintain insurance policies with at least the following coverage and amounts, during the life of this Agreement: 9.2.1: General Liability Insurance. In a combined single limit of $1,000,000.00 per occurrence, $2,000,000.00 aggregate. 9.2.2: Automobile Liability Insurance. In a combined single limit of $250,000.00 each occurrence. 9.2.3: Professional Liability or Errors and Omissions Insurance. In a combined single limit of $1,000,000.00 aggregate. 9.3 Insurance Cancellation The PROFESSIONAL shall furnish to the CITY Certificates of Insurance allowing thirty (30) days, notice for any change, cancellation, or non -renewal. If the insurance policies expire during the terms of the Agreement, a renewal certificate or binder shall be filed with the CITY fifteen (15) days prior to the renewal date. 9.4 City to be Named Additional Insured The plans and specifications and other Agreement documents to be prepared by PROFESSIONAL pursuant to this Agreement shall require the insurance of liability of the person, individual, firm, or corporation which would, as professional, perform the work described in such plans and specifications. The amounts of insurance shall be determined by the CITY. The CITY shall be named as "additional insured" with regard to the coverage of such policies of insurance. In the case of State funded projects, State agencies such as the Florida Department of Transportation or Department of Environmental Protection, shall be named as "additional insured" with regard to the coverage of such policies of insurance. 9.5 Status of Claim. The PROFESSIONAL shall be responsible for keeping the CITY currently advised as to the status of any claims made for damages against the PROFESSIONAL resulting from services performed under this Agreement. The PROFESSIONAL shall Send notice of claims related to work under this Agreement to the City. Copies of the notices shall be sent by fax, hand delivery or regular mail to: City Administrator, City of Okeechobee 55 SE 3rd Avenue Okeechobee, Florida 34974 Fax: (863) 763-1686 10. General Conditions 10.1 Compliance with Laws The Professional, its employees, sub -contractors or assigns, shall comply with all applicable federal, state, and local laws, regulations, and requirements relating to the performance of this Agreement. 10.2 Applicable Laws and Venue The Laws of the State of Florida shall govern all aspects of this Agreement. In the event it is necessary for either party to initiate legal action regarding this Agreement, venue shall be in the Nineteenth Judicial Circuit for claims under state law and in the Southern District of Florida for any claims which are justiciable in Federal Court. 10.3 Indemnification For value received, which is hereby acknowledged, PROFESSIONAL shall indemnify and hold harmless the agency, and its officers and employees, from IiabilitiE!s, damages, losses, and costs, including, but not limited to, reasonable attorneys' fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the design professional and other persons employed or utilized by the design professional in the performance of the contract. The PROFESSIONIAL further acknowledges that it is solely responsible for ensuring compliance and compliance of its subcontractors, suppliers, agents, assigns, invitees and employees with the terms of this Agreement. This paragraph shall survive the expiration or termination of this Agreement. 10.4 Waiver of Jury Trial Each party, to the extent permitted by law, knowingly, voluntarily, and intent onally waves its right to a trial by jury in any action or other legal proceeding arising out of relating to this Agreement and the transactions it contemplates. This waiver applies to an action or legal proceeding, whether sounding in agreement, tort or otherwise. 10.5 No Discrimination PROFESSIONAL and its agents will not discriminate against any person on the grounds of race, color, creed, national origin, handicap, age, or sex, in any activity under this Agreement. 10.6 No Lobbying Pursuant to Chapter 216.947, F.S., the PROFESSIONAL is prohibited from the expenditure of any funds under this Agreement to lobby the Legislature, the judicial branch or another state agency. 10.7 E-Verify PROFESSIONAL has verified that its employees are authorized to work n the United States and certifies that a good faith effort has been made to properly identi-`y employees by timely reviewing and completing appropriate documentation, including but not limited to the Department of Homeland Security, United States Citizenship, and Immigration Services Form 1-9. Answers to questions regarding E-Verify as well as instructions on enrollment may be found at the E-Verify website: www.uscis.gov/e-verify. PROFESSIONAL shall expressly require any sub -contractor's performing work or providing services pursuant to this Agreement to likewise utilize the United States Department of Homeland Security's E-Verify system to verify the employment eligibility of all new employees hired by the sub -contractor during the Agreement term. 10.8 Professionals Duties Regarding Public Records 10.8.1. Compliance with Florida Laws PROFESSIONAL must provide public access to all records concerning this Agreement according to applicable Florida laws including Chapter 119, Florida Statutes. If PROFESSIONAL asserts any exemptions to Florida's Public Records laws, PROFESSIONAL has the burden of establishing and defending the exemption. PROFESSIONAL'S failure to comply with this section is a breach of this Agreement. The records subject to Chapter 119 may include, in addition to prepared documents, such communication as e-mails, text messages, inter -office memorandums, social media, and photographs or images; a person or entity may request Public Records via e-mail, or by oral or written request, and a response to such a request must be prompt; it is the responsibility of the PROFESSIONAL to establish an in-house policy in reference to such records, and to identify and retain such communications in the normal course of business in the event a request is made to produce these records. 10.8.2. IF THE PROFESSIONAL HAS QUESTIONS REGARDING THE APPLICATION OF CHAPTER 119, FLORIDA STATURES, TO THE PROFESSIONAL'S DUTY TO PROVIDE PUBLIC RECORDS REGARDING TO THIS AGREEMENT, CONTACT THE CUSTODIAN OF PUBLIC RECORDS AT TELEPHONE NUMBER : (863) 763-3372, EXT 9814, EMAIL ADDRESS LGAMIOTEA(@CITYOFOKEECHOBEE.COM, AND MAILING ADDRESS: 55 SE THIRD AVE, OKEECHOBEE FL, 34974. 10.9 No Third -Party Beneficiaries This Agreement is solely for the benefit of the PROFESSIONAL and the CITY. No person or entity other than the PROFESSIONAL or the CITY shall have any rights or privileges under this Agreement in any capacity whatsoever, either as third -party beneficiary or otherwise. 10.10 Assignment PROFESSIONAL shall not assign, delegate, sublease or otherwise transfer any portion of its rights and obligations as set forth in this Agreement without prior written consent of the CITY. Any attempted assignment in violation of this provision shall be void. 10.11 Waver No waiver of any term of this Agreement constitutes a waiver of any other provision, whether similar or dissimilar. No waiver of any term constitutes a continuing waiver. No waiver is binding unless signed in writing by the waiving party 10.12 Severability If any term of this Agreement is for any reason invalid or unenforceable, the rest of the Agreement remains fully valid and enforceable. 10.13 Entire Agreement This Agreement constitutes the entire agreement between the parties and supersedes all prior and contemporaneous agreement, representations, and undertaking. No supplement, modification, or amendment of this agreement will be binding unless it is in writing and signed by both parties. 10.14 Interpretation Unless the context requires otherwise: The term "including" contemplates "including but not limited to." 10.15 Survival All provisions of this Agreement which by their terms bind either party after the expiration or termination of this Agreement shall survive the expiration or termination of this Agreement. 10.16 Force Nlajeure Notwithstanding any provisions of this Agreement to the contrary, the Parties shall not be held liable for any failure or delay in the performance of this Agreement that arises from fires, floods, strikes, embargoes, acts of the public enemy, unusually severe weather, outbreak of war, restraint of Government, riots, civil commotion, force majeure, act of God, or for any other cause of the same character which is unavoidable through tre exercise of due care and beyond the control of the Parties. Failure to perform shall be excused during the continuance or as a result of such circumstances, but this Agreement shall otherwise remain in effect. This provision shall not apply if the "Statement of Work" of this Agreement specifies that performance by the PROFESSIONAL is specifically required during the occurrence of any of the events herein mentioned. 11. Exhibits The following Exhibits are attached to and made a part of this Agreement: "Exhibit A" - "Submittal as submitted by Professional and Accepted by City of Okeechobee" "Exhibit B" - "Original Request for Submittal as Issued by CITY, including all Addenda" "Exhibit C" - "Professional's Personnel Hourly Rate Schedule." "Exhibit D" — Insurance and Indemnification IN WITNESS WHEREOF, the CITY and the PROFESSIONAL have made and executed this Agreement the day and year first above written. SIGNATURE PAGE ATTEST: Lane Gamiotea, CMC City Clerk APPROVED AS TO FORM AND CORRECTNESS Joh Fumero City Attorney WITNESSES: 1�1 4--, (Signature) ONtally Io— by Kelly E C.— L-1 ECren1oN Kelly E Cranford E�^^Ea o°� 178F„BSW-0s172 ,o21.102217:1511— (Signature) t;ary KI r City,Administrator PROFESSIONAL T. Digitally signed by Sher Sherry T. Terpening Te rp e n i n a Date: 20211125-41-39 0.4100, 12 (Signature) Sherry T. Terpe�ninq - CFO (Printed Name & Title) EXHIBIT A "SUBMITTAL AS SUBMITTED BY PROFESSIONAL AND ACCEPTED BY THE CITY OF OKEECHOBEE" EXHIBIT B "ORIGINAL REQUEST FOR SUBMITTAL AS ISSUED BY CITY INCLUDING ALL ADDENDA" 10 EXHIBIT C "PROFESSIONAL'S PERSONNEL HOURLY RATE SCHEDULE" 11 TCULPEPPER & TERPENING INC CGNSULTiNG ENGINEERS LANCE SURVEYORS City of Okeechobee ADM 01-32-07-21 Professional Engineering Services Continuing Contracts Hourly & Reimbursable Rate Schedule Professional Services Rate Expert Witness $ 300.00 Principal Engineer, P.E. $ 210.00 Principal Planner $ 195.00 Senior Project Manager, P.E. $ 195.00 Senior Project Engineer, P.E. $ 185.00 Senior Project Surveyor, P.S.M. $ 180.00 Project Engineer, P.E. w; 165.00 Survey Crew $ 155.00 Senior Project Manager $ '135.00 Project Engineer, El $ 135.00 Senior Construction Inspector $ 125.00 Sr. Engineering Designer $ 110.00 Project / GIS Support Person $ 90.00 Sr. Engineering Technician $ 90.00 Sr. Surveying Technician $ 90.00 Engineering Technician $ 75.00 Administrative Services $ 55.00 Reimbursable Expenses Blue Print $1.50 Blue Print - Color $3.50 Mylar $10.00 Compact Disc $10.00 Small Copy $0.25 Large Copy $0.35 Color Copy $0.35 Federal Express At Cost Travel (Per Mile) IRS Rate At Cost Rates are valid until December 31, 2022 Page 1 of 1 A LEGACY OF EXPERTISE AND EXCELLENCE 2980 SOUTH 25TH STREET FT. PIERCE, FL 34981 (772) 464-3537 . FAX: (772) 464-9497 • CHRIS CRAFT 2021 - 2022 TAX COLLECTOR S T. L U C I E COUNTY St. Lucie County Local Business Tax Receipt Facilities or machines # Rooms # Seats # Employees #6 Receipt #8911-00021487 Type of business 8911 ARCHITECT/ENGINEER/LAND SURV Expires SEPTEMBER 30, 2022 (ENGINEER) DBA name Culpepper & Terpening Inc Business Terpening James P Jr Mailing address: Culpepper & Terpening Inc Business location: 2980 S 25Th Street 2980 S 25Th St Fort Pierce, FL 34981 Fort Pierce, FL 34981 RENEWAL St Lucie County ST PE 24276 Original tax: $27.55 Penalty: Collection cost: Paid 07/20/2021 27.55 0000-20210720-125864 Total : $27.55 Law requires this Local Business Tax Receipt to be displayed conspicuously at the place of business in such a manner that it can be open to the view of the public and subject to inspection by all duly authorized officers of the county. Upon failure to do so, the local business taxpayer shall be subject to the payment of another Local Business Tax for the same business, profession or occupation. Pursuant to Florida law, all Local Business Tax Receipts shall be sold by the Tax Collector beginning July 1 of each year and shall expire on September 30 of the succeeding year. Those Local Business Tax Receipts renewed beginning October 1 shall be delinquent and subject to a delinquency penalty of 10 percent for the month of October. An additional 5 percent penalty for each month of delinquency is added until paid, provided that the total delinquency penalty shall not exceed 25 percent of the Local Business Tax for the delinquent establishment. In addition to the penalty, the Tax Collector is entitled to a collection fee of $1 to $5. This fee is based on the amount of Local Business Tax, which will be collected from delinquent taxpayers after September 30 of the business year. This receipt is a Local Business Tax only. It does not permit the local business taxpayer to violate any existing regulatory or zoning laws of the state, county or city. It also does not exempt the local business taxpayer from any other taxes, licenses or permits that may be required by law. Pursuant to Florida law, Local Business Taxes are subject to change. Culpepper & Terpening Inc 2980 S 25Th St Fort Pierce, FL 34981 W-9 Request for Taxpayer Give Form to the Form (Rev. October2018) Identification Number and Certification requester. Do not Department of the Treasury send to the IRS. Internal Revenue Service ► Go to wwwJrs.gov/FormW9 for instructions and the latest information. 1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank. Culpepper & Terpening, Inc. 2 Business name/disregarded entity name, if different from above co �P a) 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the Y 4 Exemptions codes apply only to P� ( PP Y Y rn m following seven boxes. certain entities, not individuals; see o- o ❑ Individual/sole proprietor or ❑ C Corporation N1 S Corporation ❑ Partnership ❑ Trust/estate instructions on page 3): di single -member LLC Exam3t payee code (if any) ao ❑ Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) ► o i Note: Check the appropriate box in the line above for the tax classification of the single -member owner. Do not check Exemption from FATCA reporting w LLC if the LLC is classified as a single -member LLC that is disregarded from the owner unless the owner of the LLC is LLC that is disregarded from code ( if any) n another not the owner for U.S. federal tax purposes. Otherwise, a single -member LLC that w is disregarded from the owner should check the appropriate box for the tax classification of its owner. o d ❑ Other (see instructions) 0-(Applies to accounts maintained outside the U.S.) rn 5 Address (number, street, and apt. or suite no.) See instructions. Requester's name and address (optional) 0 2980 S. 25th Street U) 6 City, state, and ZIP code Fort Pierce, Florida 34981 7 List account number(s) here (optional) Identification Number (T Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid Social security number backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see Now to get a TIN, later. or Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and Employer identification number Number To Give the Requester for guidelines on whose number to enter. TT1 F_T_ TT_ ©0M©00I""Mu Li LILLM ceruncatlon 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); and 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 (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. 1 am a U.S. citizen or other U.S. person (defined below); and 4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mcrtgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later. Sign Signature of Here I U.S. person ► General Instructie s Section references are to the Internal Revenue Code unless otherwise noted. Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9. Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following. • Form 1099-INT (interest earned or paid) Date► January 7, 2022 • Form 1099-DIV (dividends, including those from stocks or mutual funds) • Form 1099-MISC (various types of income, prizes, awards, or gross proceeds) • Form 1099-B (stock or mutual fund sales; and certain other transactions by brokers) • Form 1099-S (proceeds from real estate transactions) • Form 1099-K (merchant card and third party network transactions) • Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition) • Form 1099-C (canceled debt) • Form 1099-A (acquisition or abandonment of secured property) Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN. If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later. Cat. No. 10231 X Form W-9 (Rev. 10-2018) CG CU!PEPPER & TERPENING INC d Z Z Z LU LU F- 2_J w W W a J V U) w O W GC U) a Z J c/ w W W �Z_'w) V Z LU O Z F— J D U) Z O U Professional Engineering Services RFQ ADM 01-32-07-21 July 28, 2021, 4:00 PM C&T Project No. 21-142 Certificate of Authorization No. 4286 PREPARED BY Culpepper & Terpening, Inc 2980 South 25th Street Fort Pierce, Florida 34982 Tel. 772. 464.3537 www.ct-eng.com PREPARED FOR City of Okeechobee 55 SE 3rd Avenue Okeechobee, Florida 34974 Tel. 863.763.3372 www.Cityof0keechobee.com 2980 South 25t" Street I Ft. Pierce, FL 34981 1 (772)464-3537 RFQ ADM 01-32-07-21 Professional Engineering Services City of Okeechobee July 28, 2021 City Hall — Administration Office 55 SE 3rd Avenue Okeechobee, Florida 34974 RE: RFQ ADM 01-32-07-21 Professional Engineering Services Letter of Interest Culpepper and Terpening, Inc. is pleased to submit this response to the City of Okeechobee's Request for Qualifications (RFQ) for the Professional Engineering Services. For over 40 years, Culpepper and Terpening (C&T) has been providing unparalleled multidisciplinary consulting services to our clients throughout the Treasure Coast. C&T is a Woman Owned Business and meets the requirements of 288.703, Florida Statues. This project will be managed out of our Ft. Pierce Office, which is located 40 minutes from the City Hall. Local Knowledge — C&T staff have worked in the City of Okeechobee and throughout the Treasure Coast for decades and are part of the success of many communities in the region. We live and work in the area and look forward to helping the City protect and improve the quality of life for its residents. If a disaster does strike, our team is trained and ready to help as we did with debris removal monitoring for the City, following Hurricane Irma. The reimbursement request to FEMA was approved without any delays as a result of our comprehensive documentation efforts. We were here through Hurricanes Frances, Jeanne, Wilma; the wildfires in Port St. Lucie; as well as the most recent disasters. We have applied for, been awarded, and managed the contracts for over $40 million in Hazard Mitigation Grant funds for our clients. Our Project Manager has numerous FEMA certifications, including ISG300 and ISG400 (Intermediate and Advanced Incident Command System training). A Qualified and Experienced Interdisciplinary Team — C&T is a multidisciplinary firm, staffed by civil engineers, planners and surveyors. Our senior management team has over 100 years of combined experience on the Treasure Coast. Our years of experience have resulted in valuable relationships with local, regional, state, and federal regulatory agencies, including Okeechobee County, FPL, FDOT, FDEP, and SFWMD. We realize funding is a vital part of any project and we can help with our experience with legislative appropriations, grant administration, LAP funded projects (both on and off -system) and State Revolving Fund projects. With over 30 years of experience, nine years in Okeechobee, Kelly Cranford, P.E. will be our Project Manager. She will use her engineering experience in both the private and public sectors to scope projects, establish and maintain the project schedule, monitor the budget, and lead the implementation teams. Prior to joining C&T, Ms. Cranford was the Capital Program Manager for the City of West Palm Beach, where she gained invaluable understanding of managing funding sources and coordinating with various stakeholders. She was responsible for project development, scheduling and implementation of projects under $40-million bond as well as the 5-year CIP program and looks forward to helping the City of Okeechobee stay on track with their vision for the future. Ms. Cranford was responsible for reviewing and approving site plans, engineering development applications, and building permits for compliance with local codes and standard engineering practices while with the City of West Palm Beach; served on the Okeechobee County Technical Site Plan Review Committee for almost a decade, and currently manages the review and approval of irrigation and surface water Work Authorization applications for the 7000 acre Southern Grove and Tradition Community Development Districts in western St. Lucie County. With the long awaiting return of economic development, our team can help the City with the backlog of development application reviews. Page 2 of 39 RFQ ADM 01-32-07-21 Professional Engineering Services Marcelo Dimitriou, PE will lead our construction engineering and inspection (CEI) team. He has over 29 years of construction management including design -build, LAP funded, drainage retro-fit, and emergency repair projects. His experience allows our CEI team to be pro -active and detect and resolve issues before they delay schedules or result in large budget over -runs. Elliot Brown, PE will assist Kelly with any transportation related activities required by the City. Eliot has over 10 years of experience with multifaceted transportation projects throughout the Treasure Coast. The C&T Team Knows Municipal Engineering — At C&T, we share the City's goal to protect and improve the quality of life for present and future residents. We are committed to providing the City with timely and professional service throughout the term of this contract, providing effective implementation of all assigned tasks. Our project managers are hands-on experts in the type of design, permitting, and survey required to provide the services outlined in RFQ ADM 01-32-07-21. Our team has experience preparing municipal budgets, managing elected officials' expectations, and expediting critical projects. We have reviewed the City's budget and Capital Improvements Program. A significant portion of the infrastructure improvement budget is funded for water quality (TMDL) and stormwater projects. Our team understands the regulatory requirements and has implemented water quality projects using low-cost technologies for many of our clients. Our CEI team completed Sagamore Stormwater Treatment Area (STA), McCarty Road Water Farm, and numerous baffle box installations which were funded through SFWMD and FDEP grants. Project Understanding — The C&T team is uniquely qualified to assist the City of Okeechobee with Professional Engineering Services. With over 40 years of experience in the Treasure Coast area, we have developed and maintained long and productive relationships with all of our clients, both public and private. In addition to the City of Okeechobee, we currently have Continuing Service arrangements with the Martin County Board of County Commissioners; St. Lucie County Board of County Commissioners; Indian River County Board of County Commissioners; Okeechobee County Board of County Commissioners; the City of Stuart; the City of Ft. Pierce; the City of Port St. Lucie; the City of Fellsmere; the St. Lucie County Fire District; the Fort Pierce Utility Authority, and the Indiantown Water Company. In addition, we have had the opportunity to work on many of the largest, and some of the smallest, property development interests throughout the Treasure Coast. We take pride in the fact that we are a locally based firm, whose employees all reside in the Treasure Coast area. We have been fortunate to have gained a strong reputation for quality design. This reputation was earned by listening closely and providing responsive service to our clients. Our assembled team has the breadth of experience, depth of expertise and innovative thinking necessary to provide for the successful completion of project tasks. We are committed to the future of the City of Okeechobee. We look forward to the opportunity to further address our experience, capabilities and our ideas for providing Professional Engineering Services to the City of Okeechobee. Sincerely, Culpepper & Terpening, Inc. Kelly E Cranford, PE, Env. Sp. Senior Project Manager Culpepper & Terpening, Inc. fan K. Matthes, PE Sr. Vice President Page 3 of 39 RFQ ADM 01-32-07-21 Professional Engineering Services Table Of Contents ATransmittal Letter..........................................................................................2 B. Qualifications Information...............................................................................................5 C. Task Approach...............................................................................................................7 D. Past Performance in Similar Activities in Florida..........................................................10 E. Organizational Chart....................................................................................................12 F. Familiarity.....................................................................................................................13 G. Location Map of Prime Professional.............................................................................14 H. Location Map of Sub -consultants (if any).....................................................................15 I. Resumes of Prime Professionals.................................................................................16 J. Resumes of Sub-consultants.......................................................................................22 K. Insurance Clause.........................................................................................................23 L. Bidder's Prohibition Against Contingent Fees / Non -Collusion / Conflict of Interest DisclosureStatement...................................................................................................25 M. Reference Forms..........................................................................................................26 N. Standard Form 330 or 254 / 155..................................................................................29 O. MBE Statement............................................................................................................40 P. Addenda (if required)....................................................................................................41 Q. Attachments.................................................................................................................42 Culpepper & Terpening, Inc. Page 4 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services B. Qualifications Information Culpepper & Terpening, Inc. is the region's leading and most progressive engineering and land surveying firm. Established in 1985, Culpepper & Terpening, Inc. currently has over 37 full-time employees, including 13 licensed Engineering, Surveying and Planning professionals, highly trained CAD, GIS and GPS technicians, and support staff personnel. We have pioneered the solutions to some of Florida's most unique engineering challenges for both public and private clients. The difference at Culpepper and Terpening is not just in our people, our training, our technology or even our creativity — it's in our philosophy of leadership that defines our work and the relationships that we build, our fresh ideas, and the ability to breakthrough red tape. For us, it's not just the job we complete, it's the future we shape. Professional Services we provide include: Hydraulic Modeling Master Planning Grant Assistance Bond Administration Master Drainage Design LiDAR Survey (drones) Land Acquisition Due Diligence Emergency Repair Designs Intersection Improvements Boundary, Topo, and Riparian Surveys Maintenance of Traffic Design Record Drawings/ As-builts Infrastructure Budget Development GIS Mapping and Data Collection Hydrology Studies Facility Layout Special Assessment District Site Design and Permitting Land Surveying Drainage Retrofits Permit Application Review Construction Engineering & Inspection Traffic Studies including Traffic Counts Roadway Corridor Studies Bid / Construction Document Preparation Engineers Estimate of Probable Cost Infrastructure Assessment Public Presentations C&T is privileged to provide continuing professional engineering services to most local governments in the Martin, St. Lucie and Okeechobee County areas, School Boards, and eight (8) different Community Development Districts. In addition, C&T provides continuing services to several investor - owned utility companies, including FPL, BellSouth, Comcast and Hometown Cable. Our Project Manager will be Kelly Cranford, P.E. (Kcranford(a)-ct-eng.com, 772-464-3537). She currently manages (master plan modeling, permitting, and seasonal management for irrigation supply, flood protection, and water quality treatment) the stormwater systems for three Community Development Districts ranging in size from 2200 to 3500 acres. In addition to the typical civil engineering design experience, she has FEMA PA Certifications, including ISG300 and ISG400 (Intermediate and Advanced Incident Command System training). Following Hurricane Irma, she submitted over 20 HMGP grant applications for clients, totaling over $8.5 million and has hands-on experience in disaster recovery. Only one of the applications was declined for funding. She also worked with Martin County to submit almost $5 million in HMGP grant applications in 2020. She was the Capital Improvement Program Manager and Land Development Engineer for the City of West Palm Beach, responsible for the annual CIP budget as well as additional projects funded through a $40 million bond. She knows how to scope a project and keep it on track for completion. Culpepper & Terpening, Inc. Page 5 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services Stormwater Design: C&T's ability to quickly identify stormwater issues, design/prepare/permit construction plans, and provide professional services during construction has made us the "go to" engineer for privately held utility expansion projects across the state. As part of one our recent projects, we evaluated a 10,000-acre watershed in western Martin County and successfully designed a replacement stormwater system which relied on gravity rather than the existing pumps. This `natural mimic' system not only met the state water quality requirements through the use of vegetative buffers, but provided substantial operational savings to our client through the elimination of artificial pumping operations. The City of Okeechobee is dependent upon a federally regulated tailwater conditions within Lake Okeechobee, which vary greatly throughout the year. We will use our understanding of the area constraints along with our experience to help resolve existing drainage and water quality issues within the City. Our proposed solutions will include a benefit -cost analysis of alternative solutions based on both the long-term project cost and environmental impact to the community. Local Area Project (LAP) Experience: C&T has the most extensive LAP (Local Area Project) experience of any other local firm in the Treasure Coast area. Over the past six years, C&T has provided design and/or CEI services on approximately $15 million dollars worth of construction value on twenty (20) different LAP Projects on the Treasure Coast. C&T Sr. Vice President, Stefan Matthes, PE, and CEI Division Manager, Marcelo Dimitriou, PE, have both received Certificates of Training from the FDOT for Local Agency Project Administration. Company COO, James P. Terpening, PE, has completed the FDOT's Agency Certification Training Program to better understand the `inside' details of the LAP program. Mr. Terpening is well -versed in the processes involved in "schedule float" and "fire walling." CEI Qualifications: C&T is fully qualified to provide outstanding CEI services to the City of Okeechobee. Over the past 17 years, C&T has provided CEI services on public and private projects of approximately $1 billion in value including over 250-lane miles of transportation projects. Our CEI experience includes some of the region's most significant public improvement projects, including: the recently completed 1-95 and SR 76 Interchange improvement project; Green River Parkway; SR 76 & US 1 intersection improvement; Crosstown Parkway; Walton Road; Florida's Turnpike Interchange at Becker Road; the South-West Annexation Infrastructure Improvement Programs (Village Parkway, Community Boulevard, and Discovery Way) and Water and Sewer expansion/ improvement projects for both the City of Port St. Lucie and the City of Stuart. All of these projects were successfully brought in on, or ahead of, schedule and under budget. Business/Occupational Licenses: State of Florida Board of Professional Engineers License #4286; and State of Florida Board of Professional Surveyors and Mappers License #LB4286; C&T has also saved our communities substantial costs by performing "pro-bono" work on several City improvement projects. One of the most recent projects completed was the Community Transit/Port St. Lucie Intermodal Transfer Facility, as well as the City of Stuart Veterans Memorial Park, and others. Culpepper & Terpening, Inc. Page 6 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services C. Task Approach As a full -service survey, engineering and land planning firm, C&T has the diversification of qualified personnel to address any critical time frame. It is not unusual for us to perform assignments on an expedited schedule. We understand that the scope, schedule, and budget of every project is critical, regardless of the magnitude of the work. Scheduling, Progress Management, and QA/QC Our long track record of successfully completed projects is largely due to our superior organization, flexibility, and dedication to `catching up' after unexpected delays. We will meet with the City at the start of the project to develop a scope of work and project schedule that will allow for timely and informed decision -making. Each week, we update our schedule, and cross-check our expectations with what has been completed. We then share this information with the client as part of a regular progress report. Unfortunately, even the well -planned projects hit unexpected bumps in the road. However, with such a high level of organization, the C&T Team can identify these issues as soon as they arise and immediately develop a strategy for getting back on track. C&T orchestrates its quality assurance/ quality control (QA/QC) process by planning and overseeing the project at critical milestone points. The Project Manager, along with other team members, manages subconsultants, manpower availability, and internal assignments through weekly reviews and meetings as necessary; this will allow us to devote adequate resources to the project in the face of changing demands for production staffing. Our QA/QC procedures are integral components of our goal to provide excellent planning services to the City, resulting in the project remaining on schedule and within budget. Communication and Project Planning Our Project Management approach will focus on your ideas and make them a reality through a guided planning and design process that revisits the project goals. For all size projects, the process is most effective when cost, schedules and values are integrated during the beginning stages. We work proactively to identify issues and challenges early in the process when solutions can be incorporated into every part of the project plan. Our Project Manager is responsible for Quality Assurance through the life of the project. Our track record of successfully completed projects is largely due to our superior organization, flexibility, and dedication. Each week, we update our schedule, and cross-check our expectations with what has been completed. This information is then shared with the City in the form of a regular progress report. Quality Control / Qualify Assurance (QAQC) Quality Control and Quality Assurance is essential to the successful completion of any project. At C&T, we work to assure our clients that all project items are designed or constructed in accordance with the required specifications and standards. We understand that we serve as the owner's agent/representative and as such, we assume a proactive stance to aggressively anticipate both the needs of our clients and any potential problems that could come up through the process in order to effectively develop solutions, before the overall program schedule is adversely impacted. Our objective is to maintain the project schedule, stay within scope, and minimize project cost- all with the goal of providing superior quality products and services. Depending on the particular project, monthly, and if necessary, weekly progress meetings are hosted by the C&T Project Manager with the City Project Manager, or other appropriate officials. During these progress meetings, quality control review and workload projections are discussed, and if required, adjustments are initiated. Design plans and reports will be reviewed by another of C&T's in-house design professionals (PE level), and when necessary, by representatives of C&T's CEI Division. These reviews are conducted by individuals who do not have an affiliation with the particular project. This review/quality control method gives an opportunity for a cold review of the calculations and modeling and construction plan designs, in order to make sure that nothing was missed. This particular method Culpepper & Terpening, Inc. Page 7 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services of quality control gives us the opportunity to evaluate plans based on constructability issues as opposed to `what we think works,' which is ultimately designed to save the County time and money in the implementation of any particular project or activity. The specific QA/QC program that C&T utilizes is based upon a systematic approach to ensure that project design minimizes and mitigates errors and potential construction issues. The QA/QC program dovetails with the standard submittal review process and begins at the development of the project scope and will be implemented as follows: Accounting C&T utilizes Deltek's Vision Financial Management System accounting software to track projects on a daily basis. The software provides a "real-time" accounting of all projects. Weekly project progress reports include financial updates and are available for the client. This allows any cost or scheduling concerns to be resolved immediately and efficiently, keeping the project on time and within budget. Even the most well -planned projects hit unexpected bumps in the road, however, with such a high level of organization, the C&T Team can identify these issues as soon as they arise and immediately develop a strategy for getting back on track. Schedule Maintenance and Ways to Recover Unforeseen Conditions - Oftentimes, unforeseen conditions, utilities or design issues can cause delays to the project becoming reality. With our local knowledge and history with the City, we delve deeply to find existing conditions on the project sites which might impact implementation. We can proceed with resolving the potential issues while the design details are finalized. There are many ways in which to recover lost time. Adding additional resources without clear guidance can often be a waste of valuable resources and possibly time. There are very few projects where simply adding `more bodies' will result in project schedule recovery. To effectively implement a recovery program, the method of recovery must be tailored to meet the individual client's goals and objectives and address the reason for the delay. Simple projects generally have simple solutions; while the more complex projects can generally be dissected into multiple phases and tasks with achievable deadlines and objectives. Management's ability/responsibility to view projects in a 3-dimensional perspective is essential when working on complex projects. Various work assignments can run in parallel, versus in series, in order to meet or recovery from projected milestones. For example, several years ago, the City of Port St Lucie CRA had to achieve construction commencement on the City Center project on a certain date or lose potentially critical project funding sources. After careful evaluation of the situation, three teams were assigned the project with each team consisting of a design professional, CADD technician and engineering assistant. Each team was assigned a task area, and the Project Manager oversaw the progress of each team, coordinated the sub -consultants and acted as liaison with the client. The end result was that by applying the necessary resources to the project at hand, C&T was able to provide the City with the necessary approvals in a timely manner allowing them to secure the necessary project funding allowing development activities to proceed. Cost Control and Value Engineering Culpepper & Terpening takes pride in putting our decades of experience to use when providing value engineering considerations in the development of construction methods and materials needs for any given project. Our objective through this assessment is to determine what will have the net result of reducing costs while enhancing reliability, maintainability, aesthetic, safety, and security criteria of the job. When C&T looks at a project, one of the very first things that we take the time to explore is where we can find some cost savings. By continually monitoring the project, we look for ways in which cost savings may be achieved and returned to the County. Our Goal is to provide the County with the highest quality product at the lowest cost possible. Culpepper & Terpening, Inc. Page 8 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services Project Management Systems — Tracking and Controlling Project Issues Effective project management begins with understanding the detailed phasing of the job schedule and tracking the work authorizations required for each portion of that phase. Once a schedule is input into our project management software system, all of the C&T Project Managers can monitor the status of their assigned job. Checklists developed during the project Scoping process are carried throughout the project in order to monitor compliance with budget and schedule. Project management software can track staff activity, daily or weekly, as it is input by the individual staff members. Contract Compliance and Enforcement of Industry Standards Culpepper and Terpening, Inc. (C&T) is committed to providing unparalleled quality service to our clients and maintaining an organized contract administration process. Each phase of a contract and work authorization is managed through our Deltek FMS software system allowing all Project Managers to monitor the budget and schedule of any given project each day. Keeping pace with the latest advances in design and industry technology is a priority at C&T. We are proud of our initiatives to uphold the industry's standards. At C&T, select members of each discipline in our organization are tasked with attending and participating in professional associations and maintaining publications and newsletters. Design professionals are encouraged to acquire and maintain certifications and/or licensure in their respective fields. Current newspapers, events and happenings in the community are frequently posted to upper management and then disseminated to staff on relevant issues. On any given week, corporate - wide e-mails are sent to staff on changes being instituted in the industry. Steps in a Typical Project • Survey/Data Collection o Schedule pre -work meeting with the City Project Manager, C&T Project Manager, Project Designer, CADD Designer, Survey Project Manager and Survey Party Chief to review the design goals and establish the limits of data collection. o Field verify the topo/basemap with project team. o Implement sign -off from project team on basemap prior to commencing with design efforts. • Phased Submittals/Progress Plans (30%, 60% and 90% Plans) o Project Manager to utilize FDOT or appropriate agency checklists to ensure all required plan components are incorporated into the plans. o Internal field review by design team to review proposed improvements verses field conditions. o Meet with City Project Manager to review phased plan submittal comments and agree to appropriate resolution. o Internal Peer Review by a senior engineer not directly associated with design team. o Plan comments corrected and submitted for internal approval. o All responsible parties will sign -off on the submittal checklist and progress plans. o A copy of signed checklist to be provided to City as part of the progress plan submittal. • Final Submittal (100% Plans) o Project Manager to utilize FDOT and other appropriate agency checklists to ensure all required plan components are incorporated into the plan. o Field Site Review by project team, including the City Project Manager, and Construction Inspection personnel. The purpose is to perform a final, thorough review of the existing conditions against the plans prior to submittal of the Construction Plans for bidding. o Meet with City Project Manager to review final plan submittal comments and agree to appropriate resolution. o Project Manager performs final plans review. o Internal Peer Review by a senior engineer not directly associated with the design team. o Plan comments corrected and submittal for internal approval. o All responsible parties will sign -off on the final submittal plans, documents and checklist. o A copy of plan changes, responses to comments, and the signed checklist to be provided to City as part of the final submittal. Culpepper & Terpening, Inc. Page 9 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services D. Past Performance in Similar Activities in Florida Project: Tradition Community Development District Engineer Client: Tradition CDD C&T serves as the District Engineer responsible for 10807 SW Tradition Square managing their integrated surface water management / Port St. Lucie, FL 33410 irrigation master system, assuring compliance with the ACOE and SFWMD permits, proposing improvements to Contact: Frank Sakuma the 4,500-acre system, and improve service to the users. CDD Manager (772) 345-5119 C&T prepares Engineers Reports and updates for various bond funds designated for the construction of required Year Completed: 2019 - current infrastructure. C&T is also responsible for reviewing applications for Construction Cost: varies with project Consultant Cost: $7k to 10k per month proposed development and maintaining compliance with conditions of prior Work Authorization approvals. Project: Southern Grove Community Development District Engineer Client: Southern Grove CDD C&T serves as the District Engineer responsible for 10807 SW Tradition Square managing their integrated surface water management / Port St. Lucie, FL 33410 irrigation master system, assuring compliance with the ACOE and SFWMD permits, proposing improvements to Contact: Frank Sakuma the 3,150-acre system, and improve service to the users. CDD Manager (772) 345-5119 C&T prepares Engineers Reports and updates for various bond funds designated for the construction of required Year Completed: 2019 - current infrastructure. C&T is also responsible for reviewing applications for Construction Cost: varies with project Consultant Cost: $8k - $12k per month proposed development and maintaining compliance with conditions of prior Work Authorization approvals. Project: Oak Lake Estates Drainage Improvements Client: Okeechobee County C&T provided Topographic Survey, Design, Permitting, 804 NW 2nd Street Bidding Phase Services, and is providing CEI for creation of Okeechobee FL 34972 a positive drainage outfall for the existing Oak Lake Estates subdivision. Project included preparation of sketches and Contact: John Howle, PE Project Manager descriptions for 22 separate parcels for drainage easements. Utilized ICPR4 for drainage design. (863) 763-3514 Year Completed: under construction Construction Cost: $810,363 Consultant Cost: $89,073 Total Cost: $899,436 Culpepper & Terpening, Inc. Page 10 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services Project: NE 80t" Ave and 48th Street Culvert Replacement (Total Cost: $431,421) Client: Okeechobee County Culpepper & Terpening, (C&T) 804 NW 2nd Street Survey, design, permitting, and CEI for replacement of Okeechobee FL 34972 culverts at northern terminus of NE 80t" Avenue. Project included associated roadway repair and ditch stabilization Contact: Jim Threewitts (863) 763-4458 within 300 feet of the crossing. Design included life -cycle cost analysis for the various culvert material options over 20 Year Completed: 2015 years. Construction Cost: $320,760 Consultant Cost: $100,661 Project: State Road 70 Turn Lanes (Total Cost: $50,111) Client: City of Okeechobee Culpepper & Terpening, (C&T) 55 SE 3rd Avenue Under a CBDG Grant, designed and permitted turn lanes to Okeechobee FL 34974 access Applebees and Hampton Inn off of State Road 70. Design and permitting was completed in less than 6 months Contact: Brian Whitehall (863) 763-3372 from Notice to Proceed. Year Completed: 2013 Construction Cost: Not Available Consultant Cost: $50,111 Project: US 441 Beautification (Total Cost: $108,276) Client: City of Okeechobee Design, permitting, bid documents, and CEI for landscape 55 SE 3rd Avenue improvements within the existing medians from SR 70 to 23rd Okeechobee FL 34974 Street. Contact: Brian Whitehall (863) 763-3372 Year Completed: 2014 Construction Cost: $86,813 Consultant Cost: $21,463 Project: Okeechobee County Roadway Inventory (Total Cost: $285,242) Client: Okeechobee County Develop Roadway Inventory program including an inventory 804 NW 2nd Street database (roadways and driveways), evaluation matrix for Okeechobee FL 34972 inclusion in County's five-year strategic plan. Work effort included approximately 10,000 driveways and traffic counts Contact: John Howle, PE at 50 locations. Pavement Condition assessment for (863) 763-3514 approximately 4.5 miles of roadway was provided in accordance with ASTM D6433. Year Completed: 2018 Project: Clementsville Drainage Study (Total Cost: $2,082,200 Consultant: $69,980) Client: Martin County 25-Square Mile drainage study to identifying specific 2401 SE Monterey Road watershed improvements that would help alleviate those Stuart, FL 34996 local area flood conditions. Drainage design utilized ICPR4. Completed in 2019. Contact: George Dzama, P.E. Capital Projects Manager (772) 463-2837 Culpepper & Terpening, Inc. Page 11 of 54 City of q Okeechobee Project Manager - Kelly Cranford, PE, Env. Sp Butch Terpening - Principal Civil Design Kelly Cranford, PE Nicole Demeritte, El Zack Mouw, El essica Baker GIS / Technical Writing Joshua Oakes GIS Transportation / Traffic Design Edgar Coapman, El Elliot Brown, PE 0 Roberto Cabrera, PE UAV Pilot Ed Rake Senior CEI Inspector Marcelo Dimitri0u, PE Fred Jones Senior Thomas Kiernan, Inspector P LS Survey Division Frans Christensen Dir. Senior Inspector RFQ ADM 01-32-07-21 Professional Engineering Services F. Familiarity Culpepper & Terpening, Inc. is one of the region's leading and most progressive engineering and land surveying firms. Since 1972, firm Principals have provided advancement and excellence in engineering services throughout central, eastern, and southern Florida for both public and private sectors. Culpepper & Terpening's full-time staff includes engineering and planning professionals, highly trained CAD, GIS and GPS technicians, and support personnel. Each is specially trained in order to provide the highest level of service to our client's needs. Since our inception, our company has grown in the professional services that we provide and our range of expertise has expanded to meet the requirements of our growing region. Today, we provide our clients with short- and long-term planning, engineering, land surveying, mapping, GIS, GPS, land management, consulting, project management services and the structuring of special assessment districts to provide financial support for projects. We have worked on projects for the City of Okeechobee since 2012 and on the Treasure Coast since 1972. We know the local regulations and environmental issues. Our team is familiar with the City codes and regulations, operation of the regional water management system, and has good relationships with the regulatory agencies. Culpepper & Terpening prepares for future workload analysis on a regular basis. We monitor existing projects and anticipate where each professional will be most needed next. We are prepared to dedicate the professionals and technical resources included in this proposal to the City when requested. By working as an extension of City staff, we can help the City of Okeechobee's full-time staff provide exemplary service to its citizens. Culpepper & Terpening looks forward to learning even more about the City's infrastructure, staff, and residents. We can provide regular office hours at City Hall or be available via on-line meetings. Culpepper & Terpening, Inc. Page 13 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services G. Location Map of Prime Professional Culpepper and Terpening, Inc., maintains two offices in the Treasure Coast area. Our Ft. Pierce office is located at 2980 South 25t" Street. Our office is less than 40 minutes from the City of Okeechobee's City Hall. Our project manager worked in the City of Okeechobee for almost a decade, knows the area, and looks forward to spending time in the City once again. Corporate Office 2980 S 25th Street Ft. Pierce, FL 34981 772.464.3537 IIIIII =111�■ Miles __ -__--__fir_ ■■■• ■■■■■■ � � MIN -►�- --�ir_�iurrr••ru - �� ■■- ■ ■_-r■■ !! 40 mum own IMins ,1��.:: Non1� — TERPENING INC � IIIIIIN Culpepper & Terpening, Inc. Page 14 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services H. Location Map of Sub -consultants (if any) Culpepper and Terpening, Inc., has relationships with many specialists on the Treasure Coast and southeastern United States. They will be added to the team if task assignments need their expertise. Culpepper & Terpening, Inc. Page 15 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services I. Resumes of Prime Professionals Kelly E. Cranford, PE, Env. Sp. — Senior Project Manager With over 30 years of experience in public outreach, policy development, design and construction management experience, Ms. Cranford serves as the primary point of contact for municipal and private clients. She also oversees review and approval of Surface • Water and Irrigation Work Authorization Requests within Tradition and Southern Groves Community Development Districts. Prior to joining C&T, Ms. Cranford was the Capital Program Manager for the City of West Palm Beach where she gained invaluable understanding of managing funding sources and coordinating with various stakeholders. She was responsible for project development, Education scheduling and implementation of projects under $40-million bond as Bachelor of Science, well as the 5-year CIP program. Civil Engineering, University of Florida While the Land Development Engineer for the City of West Palm 1990 Beach and as a member of the Okeechobee Site Plan Technical Review Committee, Ms. Cranford was responsible for reviewing and License approving site plans, engineering development applications, and Professional Engineer building permits for compliance with local codes and standard Certification No. 51899 engineering practices. Certifications NRCS TSP-19-22780 Ms. Cranford is considered an expert in FEMA's Public Assistance program, HMGP grants, and has FEMA Certifications through Envision Sustainability ISG400. She also has experience with legislative appropriations, grant Professional #23468 administration, and State Revolving Fund projects. FEMA IS G400 - Project Experience Advanced Incident Master Stormwater Plan Revisions and Work Authorization Review, Tradition CDD, Port St Lucie Command System Complex Incidents Project Manager / CDD Engineer - Responsible for review of revisions FEMA Public Assistance to master stormwater plan for 2,859-acre development modeled in and Damage ICPR4, repairs and modifications to system, review proposed Assessment Training construction within CDD for impact on master system, recommend (2005-2011) approval Work Authorization and acceptance of stormwater infrastructure components to CDD Board of Supervisors. Affiliations Florida Engineering Master Stormwater Plan Revisions and Work Authorization Review, Southern Grove CDD, Port St Lucie Society VP of Finance Project Manager / CDD Engineer - Responsible for review of revisions Florida Engineering to master stormwater plan for 3,109-acre development modeled in Foundation Trustee ICPR4, repairs and modifications to system to improve system OF ESSIE Advisory efficiency, review proposed construction within CDD. Board Member Stormwater Facilities Plan & Flooding Vulnerability Assessment, (Village of El Portal) Florida Engineering Society Fellow Project Manager / Engineer of Record - Prepared stormwater facility plan meeting requirements of Florida Administrative Code 62-503 for Florida Engineering Village impacted by rising groundwater and surface water elevations. Leadership Institute Assisted in obtaining funding for design and implementation through (2009) Culpepper & Terpening, Inc. Page 16 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services State Revolving Fund and Legislative Appropriations. Coordinated with both Miami -Dade County and South Florida Water Management District to ensure proposed projects were consistent with regional adaptation plan and model. Stormwater modeling using ICPR. Presented mitigation strategy options and Facilities Plan at three public meetings and received unanimous adoption by Village Council. Avenue C Complete Street Design (LAP), City of Winter Haven Project Manager — The existing corridor along Avenue C had large expanses of pavement which led to high vehicular speeds in an area with schools and heavy pedestrian traffic. This project incorporated complete street elements such as a multi -purpose trail, continuous sidewalks, reducing travel lanes from 12-14 feet to 10 feet, pedestrian refuge islands at cross -walks, ADA compliant crossing, pedestrian lighting, irrigation, and landscaping. The eastern portion of the project included a continuation of the Chain of Lakes Trail. Project was funded through LAP with on-line progress submittals to FDOT. Project construction costs were lowered by utilizing the existing curb and gutter, drainage inlets, and sidewalk in areas where the existing infrastructure was still in good condition. To keep within the City's budget and timeframe, much of existing road surface was micro -surfaced to give the project a fresh look without the added expense of milling and resurfacing the roadway. Tennis Court Facility (City of Winter Haven) Project Engineer — Responsible for design and permitting of complete renovation of 60-year-old facility as part of design -build team. The new facility included 8 clay courts, 4 pickle ball courts, a practice court, parking, shaded observation deck, and pro -shop. Project was completed within 270 days and within budget. FEMA Assistance (Polk County Utilities, FL) Project Manager - Worked with Polk County Utility staff develop and prioritize Hazard Mitigation Grant Program (HMGP) projects and complete grant applications for the highest ranked sites. Federal grant funds were requested for auxiliary power to 22 lift stations, relocation of 1 lift station out of the flood plain and raising 2 lift station to above the 500-year flood elevation. Florida Emergency Management obligated $2,037,967 of Federal funds for the projects, which covered 75% of the project costs. Lake Hancock Boat Ramp Construction Phase Services (Polk County Parks and Natural Resources) Project Manager — Assist county staff by providing bid documents, permit compliance reviews, material testing, wetland inspection and monitoring, procurement assistance, grant compliance documentation, and permit certification for a highly visible, long-awaited replacement public boat ramp, parking lot, and trail extension. Project included coordination with the City of Bartow, City of Lakeland, Southwest Florida Water Management District, and Florida Department of Transportation — each of whom owned or had easements over part of the project area. Misc. St. Lucie West Projects, St. Lucie West CDD, Port St Lucie Responsible for design, permitting, construction and certification of over 400 acres and 700 residential units of subdivisions including over 10 miles of new urban roadway, 36 intersections, over nine miles of potable water and sewer lines, and stormwater conveyance and treatment system. Design included conceptual modification of St Lucie West's 4614-acre master drainage system. Avenue O Corridor Study, City of Winter Haven Project Manager — Evaluated urban two-lane roadway for implementation of complete streets concepts and encourage use as an alternative east -west route for users of Cypress Gardens Boulevard. Culpepper & Terpening, Inc. Page 17 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services Education Bachelor of Science, Civil Engineering, Northeastern University 1988 Graduate Coursework in Construction Management, Northeastern University License Professional Engineer Certification No. 59005 (FL) 38723 (MA) Certifications FDOT Lap FDOT Negotiations FDOT QA/QC Certified MOT/TTC Advanced FDEP Stormwater Certified US DOT Pedestrian Facilities Certified Railroad Safety Training Marcello Dimitriou, PE — CEI Lead Mr. Dimitriou brings over 29 years of intensive and well-rounded project management experience with consultants, owners, and contractors to Culpepper and Terpening's Construction Engineering and Inspection (the "CEI") division. He has performed construction administration and management on complex transportation projects of up to $245 million including municipal, county, and state level projects. Responsibilities have included project management with significant experience in cost/ schedule, payment/cash flow, change orders, claims, progress reports, estimating, construction inspection, and quality assurance. His experience also includes multi -million dollar utility, roadway, and building projects. Mr. Dimitriou is responsible for project interface design reviews and coordination of significant projects. Project Experience NRCS (USDA) Hurricane Restoration This project included vegetation debris removal, channel restoration, and bank stabilization of approximately 30 miles of canals and streams following the required NRCS federal process to assure reimbursement. Floresta Drive, Phase 1 (St. Lucie County, FL) Construction management and supervision of improvements including dedicated bike lanes, multiple ponds, sidewalks, street trees, landscaping, pedestrian and FPL street lighting, landscape roundabouts, utilities, and irrigation. SR 15, US 441 Reconstruction (City of Pahokee, FL) Reconstruction of the urban areas including water main relocation, drainage, trench drain installation in the City of Pahokee. Major items of work included: community awareness initiatives for roadway closures; subsoil excavation; Geo-synthetic soil reinforcement (geo-grid); and ARMI layer installation for the milling and resurfacing. Walton Road (City of Port St. Lucie): Reconstruction of existing 4- lane roadway as part of the City Center development project. Includes road reconstruction, utility relocation, pedestrian and street lighting, two signals, and irrigation. MOT was critical and included extensive business, pedestrian and locat access coordination. CTQP QC Manager Indrio Road / Kings Highway Intersection (St Lucie County) Construction management and supervision for the expansion of the CTQP Asphalt Paving intersection from a 2-Ian rural to 4-lane divided highway section. Inspection Levels 1 & 2 Project included new box culverts, drainage, two off -site retention Affiliations ponds, sidewalks, signalization, utilities, landscaping, and irrigation. Project required close coordination with St. Lucie County Florida Engineering and FDOT to maintain operational flows through intersection Society throughout construction. Culpepper & Terpening, Inc. Page 18 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services Darwin Blvd Sidewalks and Pedestrian Bridge (City of Port St. Lucie) LAP funded project with QC/VT and LIMS requirements. Construction of a 6-ft wide concrete sidewalk with an 8-ft wide pedestrian bridge over the C-84 Canal. Work included sidewalks, drainage, piles, and concrete bridge structure. Savona Blvd Sidewalks and Pedestrian Bridge (City of Port St. Lucie) LAP funded project. Construction of sidewalk improvements within an existing right-of-way with a pedestrian bridge over the C-24 Canal. Work also included swale grading and culvert replacements. Green River Parkway (Martin County) - Responsible for the consultant CEI operations, SR 15, US 441 Reconstruction —The project included the reconstruction of the urban areas including water main relocation, drainage, trench drain installation in the City of Pahokee. Major items of work included: community awareness initiatives for including oversight and support of the full time project inspector. Other responsibilities included quality assurance reviews, in- put regarding technical construction issues, maintenance of traffic re- views, agency coordination and progress meetings. This project included construction of approximately 2 miles of roadway, lake excavation, signalization, drainage, multi -modal path and screening wall construction. Construction of the project is estimated at $4.8 million. Biotech Corridor (City of Port St. Lucie) Responsible for all CEI operations for the City's of Port St. Lucie Biotech Corridor project. The project scope included the construction of over 32 lane miles of urban roadway including five (5) signalized intersections, backbone domestic water mains & wastewater mains, irrigation mains, stormwater attenuation, street lighting and landscaping. The final phase of the 119 million dollar project is on schedule for completion in December of 2010. The multi phased project spanned several years and employed over dozen Contractors and Engineers which required detailed reporting of the scope, schedule and budget Northern Watershed Improvement Project Provided CEI Services for project which included canal cleaning; clearing, grubbing and restoration of canal slopes; construction of a new storm water pond; placing articulating concrete block mats or rip -rap materials in areas prone to erosion; replacement of existing outfall and control structures; drainage pipe replacement; roadway pavement and landscaping restoration. West Midway Road (Selvitz to 25th St) (St. Lucie County) - Project involved construction management and supervision for the expansion of approximately 6,000 linear feet of West Midway Road, from an undivided two-lane rural roadway into a four -lane divided highway, between Selvitz Rd and So. 25th St., including improvement to the intersections of Selvitz Road and Christensen Road. Works included installation of new box culverts, drainage (including two (2) off -site retention ponds), sidewalks, signalization, utilities, landscaping and irrigation. N. 13th Street Improvements, Phase II — Project Engineer on an ARRA LAP project that includes re -construction of approximately '/2 mile of existing roadway; including drainage, utilities, pedestrian lighting, bridge modifications and landscaping. ARRA 024B N. 13th Street Improvements, Phase II (Ft. Pierce) — CEI Project Manager for ARRA LAP project for urban roadway reconstruction and improvements. Construction Value: $660K. Culpepper & Terpening, Inc. Page 19 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services Eliot Brown, P.E. —Project Engineer Mr. Brown is a civil engineer with more than seven years of experience in roadway projects. He has served various districts within the Florida Department of Transportation, Florida's Turnpike Enterprise, California Department of Transportation, San Diego Association of Governments, the City of Las Vegas, the City of Boca Raton and the City of Port St Lucie. His project experience includes roadway design, signing and pavement marking, ITS, maintenance of traffic, drainage design, 3D Corridor Modeling, plans production, utilities coordination, pavement design, improvements, signalization, ADA enhancements, roundabout design, traffic control, engineer's estimates, and project scheduling.. Education Project Experience Bachelor of Science, Civil LTC Ranch — Wylder Parkway (City of Port. St. Lucie) Engineering, University of Project engineer responsible for the design of a 4 lane urban roadway Florida 2011 which will connect Midway Parkway to Glades Cut -Off Road. This project includes two new roundabouts, underground drainage and License utilities, signing and pavement markings and Traffic Control design. Professional Engineer Eliot was responsible from obtaining Right of Way Permits from St Certification No. 82232 Lucie County. This roadway will be the back bone for all of the new Affiliations communities that will be built along the corridor. Florida Engineering Society Leadership Advisory Becker Road - Phase III (City of Port St. Lucie) Committee Project engineer responsible for the design of two roundabouts and sidewalks, Signing and Pavement marking Design, drainage analysis Florida Engineering and reports, Temporary Traffic Control Design and the obtaining Leadership Institute (2020) permits from South Florida Water Management District, City of Port St Lucie and St Lucie County. This project included two new roundabouts providing an entrance to both Veranda estates and Veranda Oaks and also improving traffic flow at the intersection of Becker Road and Gilson. Sidewalks were also added to provide safe pedestrian and bike options for the new residences of the adjacent community. Torino & Cashmere Roundabout (City of Port St. Lucie) Project Engineer responsible for the roadway roundabout design, lighting & landscaping subcontractor coordination, Utility Coordination, Signing and Pavement Marking Design, Drainage Design, & Temporary Traffic Control Design. This project was a part of the city's '/2 cent infrastructure improvement tax and was done simultaneously with another intersection 1 mile away along the same roadway by another firm. The two design teams worked closely together to ensure our roundabout design criteria was close to identical and gave the drivers very similar d riving experiences to meet their expectations. Culpepper & Terpening, Inc. Page 20 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services Okeechobee Road (SR 25) from East of NW 87 Ave to NW 79 Ave (Miami Dade) Services included widening the existing road to 4 lanes in each direction; widening the NW 79th Avenue Bridge over the Miami (C-6) Canal; intersection modifications at NW 95th Street and Frontage Road; relocation of an existing BJs Wholesale Club entrance and addition of a new free - flow right -turn lane; and new access from the Frontage Road to westbound Okeechobee Road. The project team was responsible for all permitting; structural design; drainage design; signing and marking; signalization; lighting design; ITS system design and landscaping along the corridor. Project Role: Project engineer responsible for training project team, creating 3D corridor models and cross sections for all roadways. SR 7/US 441 PD&E Study (Sample Road -Glades Road), FDOT District Four (Broward County) This was a PD&E study for 6.4-mile segment of SR 7 from Sample Road in Broward County to SR 7 in Palm Beach County. The PD&E study evaluated a wide range of alternatives including roadway capacity improvements, multimodal and premium transit alternatives, and bicycle and pedestrian accommodations. Improvements considered included roadway widening, managed lane concepts, High Occupancy Vehicle (HOV) lanes and dedicated premium transit lanes, intersection and operational improvements, and multimodal improvements such as pedestrian ways, bicycle lanes, greenways, and transit stations. Project Role: Project Analyst responsible for various alignment design options in efforts to minimize the amount of right-of-way take along the project. Also responsible for roadway design geometry, typical sections, public meeting exhibits and attending public meetings to provide awareness to the community. Florida's Turnpike Mainline Widening PD&E Study and Design Boynton Beach to Lake Worth, Florida's Turnpike Enterprise (Palm Beach County) Project team was responsible for preparing all engineering and environmental reports necessary to evaluate impacts for the proposed widening. This project included a public information meeting and a public hearing and design widening for this section and redesign the Lake Worth Road interchange. This project included 7.2 miles of reconstruction of existing four -lane to an 8- lane divided expressway with a new interchange and conversion of mainline barrier plaza into full 8- lane open road tolling (ORT) expressway, complete with ramp manual tolling. Services include roadway widening, bridge widening and replacements, 2,500-ft. of a major Lake Worth Drainage District Canal relocation, right-of-way acquisition, new toll plaza buildings, overhead signage, pavement marking, signalization, lighting, landscaping, ITS system relocation, utility adjustments, new sound barrier wall, and complex traffic control during construction. Project Role: Design engineer responsible for horizontal and vertical alignment analysis and design, superelevation design, canal relocation design, drainage spread calculations, ramp terminal details, 3D corridor modeling, cross section, special profile design, ITS design, MOT design, design variation packages and plan production. Mack Farms Flood Protection (Osceola County) Project engineer responsible for producing existing and proposed basin maps. With the adjacent Lake Kissimmee water elevation scheduled to rise, we provided an improved drainage design using ICPR to accommodate the increase flow of water across Mack Farm's property and enhance farming production. Culpepper & Terpening, Inc. Page 21 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services J. Resumes of Sub -consultants Culpepper and Terpening, Inc., has relationships with many specialists on the Treasure Coast and southeastern United States. They will be added to the team if task assignments need their expertise. Culpepper & Terpening, Inc. Page 22 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services K. Insurance Clause I CULP&TE-01 ROBERTSD ACORO CERTIFICATE OF LIABILITY INSURANCE DATE(1010101) YYY) 1/25/2021 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). PRODUCER License # OES7768 Insurance Office of America Abacoa Town Center 1200 University Blvd, Suite 200 Jupiter, FL 33468 CONTACT Francesca Cantrill NAME: PHO N B �y. (561 29fi�143 FArc, Noi.(321) 214 i412 - Jin6s: Francesca.CantriII@ioausa.com INSURER(S) AFFORDING COVERAGE NI 25623 INSURER A: Phoenix Insurance Company INSURED INSURER B: Travelers IndemnityCompany of America 25666 INSURER C: Travelers Indemnity Company 25658 Culpepper & Terpening Inc. 2980 S. 25th Street INSURER D: Brid efield Employers Insurance Gornpany 10701 Ft. Pierce, FL 34981 INSURER E INSURER F: COVERAGES CERTIFICATE NUMBER' REVISION NUMBER' THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUM ENT WI TH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. UMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR L7R TYPE OF INSURANCE INSO INSD SUER WVD POLICY NUMBER POLICY EFF MI POLICY EXP MMIDDMY LIMITS A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE 1,000,000 CLAIMS -MADE X OCCUR 6609D794955 1/16/2021 1/1612022 DPREM16ESOEaoocED, .ce 1 _5 s 1,000,000 MED EXP (Any ene rsan S 5,000 PERSONAL & AOV INJJR_Y _ 5_ 1,000,000 GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE S 2,000,000 POLICY F—X] JAdT LOC PRODUCTS-COMPIOPAGGS 2,000,000 EBLI s 1,000,000 OTHER_ B AUTOMOBILE LIABILITY EOMBIIdEDSINGLELIMIT S 17000,000 BODILY INdURv Ile,person) S X ANY AUTO BA311708732 1/1612021 111612022 OWNED SCHEDULED _ AUTOS PNLY AUTQ5 _BgOILY INJURY (Peraccidantl. I$ S HIRED NON -OWNED AUTOS ONLY AUTOS ONLY (P., PE ccDAMAGE 5 C X UMBRELLA LIAB X OCCUR EACH OCCURRENCE 5 5,000,000 EXCESS LIAB CLAIMS -MADE CUP4194T132 1116/2021 11`16/2022 AGGREGATE S 57000,000 DED X RETENTION$ 10,000 S ❑ WORKERS COMPENSATION AND EMPLOYERS' LIABILITY YIN ANY PROPRIETOER RWARTNERfEXECUTIVE Wfa l EatD 'jM'n NHI EXCLUDED? N 1 A 83037409 1116/2021 1116/2022 X PER OTH. TATUTE SER. E.L. EACH ACCIDENT 17000,000 S E.L. DISEASE- EA EMPLOYE 1,000,000^ 3 If yes, describe under 1,000,000 DESORIPTION DF OPERATIONS ,.1— E.L DISEASE- POLICY LIMIT 5 DESCRIPTION OF OPERATIONS I LOCATIONS I VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if mom space is requimd) CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF. NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE FOR PROPOSAL PURPOSES ONLY (i)6 ACORD 25 (2016103) © 1988.2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD RFQ ADM 01-32-07-21 Professional Engineering Services Client#: 1051523 CULPETER ACORDT., CERTIFICATE OF LIABILITY INSURANCE D2125/z020zoYYY) rz5r THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURERIS), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer any rights to the certificate holder in lieu of such endorsement(s). PRODUCER USI Insurance Services, LLC 2502 N Rocky Paint Drive CONTACT NAME: PHONE 813 321-7500 AX A1C No, Ext : AlC, NO E-MAIL ADDRESS: Suite 400 INSURER(S) AFFORDING COVERAGE 19 Tampa, FL 33607 ns�ran=e INSURERA:M uhe I u ae�,nes,h�. 19917 INSURED Culpepper & Terpening Inc. 2980 South 25th Street INSURER B : INSURER C INSURER D Fort Pierce, FL 34981 INSURER E'. INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WTH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS_ LTR TYPE OF INSURANCE NSRLSUBR WVD POLICY NUMBER MMl�DfYYYF MMIDCNYYY LIMITS COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ CLAIM3MADE u OCCUR PREfN35ES(E. oNcurrDence $ MED LXP (Any one person) $ PERSONAL& ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ PRO- POLICY JECT LOC PRODUCTS- COM"O'AGO $ $ OTHER, AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT Ea accident $ BODILY INJURY (Per person) $ ANY AUTO OWNED SCHEDULED AUTOS ONLY AUTOS BODILY INJURY (Per accident) $ DAMAGE Per accident $ HIRED NONOWNEDPROPERTY AUTOS ONLY AUTOS ONLY UMBRELLA LIAR OCCUR EACH OCCURRENCE $ AGGREGATE $ EXCESS LIAB CLAIMS -MADE DED RETENTION$ $ WORKERS COMPENSATION PER OTH- ANDEMPLOVERS'LIABILITY YIN ANY PRCPRIETORIPARTNERIEXEGUTVE OFFICERIMEMEER EXCLUDED' n NIA STATUTE ER E.L. EACH ACCIDENT $ E. L. DISEASE - EA EMPLOYEE $ (Mandatory in Ni Fyes, describe under I . DISEASE- POLICY LIMIT $ DESCRIPTION OF OPERATIONS below A Professional AEX20026601110 2/15/2020 02115/2021 $2,000,000 per claim Liability $2,000,000 annl aggr. DESCRIPTION OF OPERATIONSI LOCATIONSI VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if mare space is required) Professional Liability coverage is written on a claims -made basis. CERTIFICATE HOLDER CANCELLATION For Proposal Purposes P P SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE �1 yc--..r -)'I- 61:dti-t�.. ^ © 1988-2615 ACORD CORPORATION. All rights reserved. ACORD 25 (2016103) 1 of 1 The ACORD name and logo are registered marks of ACORD #S280179871M28017982 TXFEW Culpepper & Terpening, Inc. Page 24 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services L. Bidder's Prohibition Against Contingent Fees / Non -Collusion / Conflict of Interest Disclosure Statement The respondent warrants that he or she has not employed or retained any company or person, other than a bona fide employee working solely for the respondent to solicit or secure this agreement and that he or she has not paid or agreed to pay any person, company, corporation, individual, or firm, other than a bona fide employee working solely for the respondent any fee, commission, percentage, gift, or other consideration contingent upon or resulting from award or making of this agreement. The respondent certifies, and in the case of a joint submittal, each party thereto certifies as to its own organization, that in connection with this solicitation the information provided has been arrived at independently, without consultation, communication, or agreement with any other respondent or with any competitor for the purpose of restricting competition, or in any other way influencing the competitive arena. Culpepper & Terpening, Inc. Page 25 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services M. Reference Forms ATTACHMENT D CITY OF OKEECHOBEE PROFESSIONAL ENGINEERING SERVICES RFQ NO. ADM 01-32-07-21 REFERENCE FORM Client Name: St. Lucie County - Don West, PE Client Phone Number: 772.462.2362 Client E-mail:WestD@StLucieCo.org Service bates: Beginning 1990 End on going Estimated Annual Agreement Amount: $64,000 Description of the services performed as they directly relate to the work of this Request for Submittal: Under continuing services agreement and project specific contracts, C&T has provide roadway construction management (CEI), survey services, and small design projects. City of Okeechobee RFQ NO. ADM 01-32-07-21 City Administration 29 Culpepper & Terpening, Inc. Page 26 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services ATTACHMENT D CITY OF OKEECHOBEE PROFESSIONAL ENGINEERING SERVICES RFQ NO. ADM 01-32-07-21 REFERENCE FORM Client Name: St. Lucie County School Board Client Phone Number: 772.429.7547 Client E-mail. Marty.Sanders@StLucieSchools.org Service Dates: Beginning 1987 End on going Estimated Annual Agreement Amount. $ 1 5,000 Description of the services performed as they directly relate to the work of this Request for Submittal: C&T has provided continuing professional engineering services to the School Board for decades including design, permitting, survey and CEI. City of Okeechobee RFQ NO. ADM 01-32-07-21 City Administration 29 Culpepper & Terpening, Inc. Page 27 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services ATTACHMENT D CITY OF OKEECHOBEE PROFESSIONAL ENGINEERING SERVICES RFQ NO. ADM 01-32-07-21 REFERENCE FORM Client Name: City Of Ft. Pierce - Jack Andrews, PE Client Phone Number: 772.467.3773 Client E-mail: JAndrews@City.FtPierce.com Service Dates: Beginning 1993 End on going Estimated Annual Agreement Amount. $ 1 0,000 Description of the services performed as they directly relate to the work of this Request for Submittal: Under a continuing service agreement for professional engineering services, C&T has completed various municipal project including paving, grading, drainage, landscape design, irrigation design, permitting, and CEI services. City of Okeechobee RFQ NO. ADM 01-32-07-21 City Administration 29 Culpepper & Terpening, Inc. Page 28 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services N. Standard Form 330 or 254 / 155 1. TITLE AND LOCATION (Cityand State) City of Okeechobee, Florida 07/07/2021 ARCHITECT -ENGINEER QUALIFICATIONS PART I - CONTRACT -SPECIFIC QUALIFICATIONS A. CONTRACT INFORMATION ADM 01-32-07-21 Professional Engineerinq Services B. ARCHITECT -ENGINEER POINT OF CONTACT 4. NAMEANDTITLE Kelly Cranford, PE Senior Project Manager 5. NAME OF FIRM Culpepper & Terpening, Inc. 6. TELEPHONE NUMRER 17. FAX NUMBER la. E-MAIL ADDRESS 772.464.3537 1772.464.9497 IKCranford@ct-eng.com C. PROPOSED TEAM (Complete this section for the prime contractor and ail key subcontractors.) (Check) FIRM NAME 10, ADDRESS 11. ROLE IN THIS CONTRACT ]2io:2>o"9. �F Culpepper & Terpening, Inc. 2980 South 25th Street Project Management I Civil Ft Pierce, FL 34981 Engineer a. ❑ CHECK IF BRANCH OFFICE b. ❑ CHECK IF BRANCH OFFICE C. ❑ CHECK IF BRANCH OFFICE d. ❑ CHECK IF BRANCH OFFICE ❑ CHECK IF BRANCH OFFICE f. ❑ CHECK IF BRANCH OFFICE D. ORGANIZATIONAL CHART OF PROPOSED TEAM Q (Attached) AUTHORIZED FOR LOCAL REPRODUCTION STANDARD FORM 330 (REV. 812016) Culpepper & Terpening, Inc. Page 29 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section E for each key person.) 12, NAME 13. ROLE IN THIS CONTRACT 14, YEARS EXPERIENCE TOTAL b. WITH CURRENT FIRM a. Kelly Cranford, PE, Env. Sp. Project Manager 1 Civil Engineer 30 2 15. FIRM NAME AND LOCATION (Cityand State) Culpepper & Terpening, Inc., Ft. Pierce, Florida 16. EDUCATION (Degree and Speciaiization) 17. CURRENT PROFESSIONAL REGISTRATION (State and Discipline) BS in Civil Engineering, University of Florida Florida - Professional Engineer No. 51899 18. OTHER PROFESSIONAL QUALIFICATIONS (PubNcations. Organizations, Training, Awards, etc.) Envision Sustainability Professional 19_ RELEVANT PROJECTS (1) TITLE AND LOCATION (Crty and Slate) (2) YEAR COMPLETED Tradition CDD Master Stormwater Plan and Work Authorization Review PROFESSIONAL SERVICES CONSTRUCTION dfapplicable) Port St. Lucie, Florida since 2019 since 2019 (3) BRIEF DESCRIPTION (Bnefscope, size, cost, etc.) AND SPECIFIC ROLE ❑� Check if project performed with current firm a. Project Manager / Engineer of Record- Stormwater master plan for 2,859-acre and 1701-acre developments modeled in ICPR4, repairs and modifications to system, review proposed development applications within CDD for impact on stormwater and irrigation master system, recommend approval Work Authorization and acceptance of infrastructure components and connections to Board. (1) TITLE AND LOCATION (Cityand State) (2) YEAR COMPLETED Southern Grove CDD Master Stormwater Plan / Work Authorization Review PROFESSIONAL SERVICES CONSTRUCTION (Yapplicable) Port St. Lucie, Florida since 201 s since 2019 b. (3) BRIEF DESCRIPTION (Brlefscope, size, cost. etc.) AND SPECIFIC ROLE Check if project performed with current firm Project Manager / Engineer of Record- Stormwater master plan for 3,109-acre development modeled in ICPR4, repairs and modifications to system, review proposed development applications within CDD for impact on master system, recommend approval Work Authorization and acceptance of stormwater infrastructure components to Board. (1) TITLE AND LOCATION (Cityand State) (2) YEAR COMPLETED Stormwater Facilities Plan / Flooding Vulnerability Assessment PROFESSIONAL SERVICES CONSTRUCTION (lfapplicabte) Village of El Portal, Florida 2017-2018 1 Not appllcalbe (3) BRIEF DESCRIPTION (Brtefscope, size, cost etc.) AND SPECIFIC ROLE Check if project performed with current firm C. Engineer of Record - Prepared stormwater facility plan meeting requirements of 62-503 FAC for Village impacted by rising groundwater and surface water elevations. Assisted in obtaining funding for design and implementation through State Revolving Fund / Legislative Appropriation. Present plan at public meetings and to council. (1) TITLE AND LOCATION (Cityand State) (2) YEAR COMPLETED Avenue C Complete Street Design (LAP PROFESSIONAL SERVICES CONSTRUCTION (lfapplicabte) City of Winter Haven, Florida 2018 1 Not Applicable d (3) BRIEF DESCRIPTION (Brrefscope, size, cost etc) AND SPECIFIC ROLE Check if project performed with current firm Engineer of Record - 0.4 mile project near the center of downtown included a multi -purpose trail connected to the regional system, continuous sidewalks, reducing travel lanes from 12-14 feet to 10 feet, pedestrian refuge islands at cross -walks, ADA compliant crossing, pedestrian lighting, irrigation, and landscaping. (1) TITLE AND LOCATION (Crty and State) (2) YEAR COMPLETED Lake Hancock Boat Ramp Construction Phase Services PROFESSIONAL SERVICES CONSTRUCTION (lfapplicabte) Polk County, Florida 2018 Not Applicable (3) BRIEF DESCRIPTION (Bnefscope, size, cost etc.) AND SPECIFIC ROLE Check if project performed with current firm e. Engineer of Record / Project Manager - Assist county staff by providing bid documents, permit compliance reviews, material testing, wetland inspection and monitoring, procurement assistance, grant compliance documentation, and permit certification ramp, parking area, and water management system. STANDARD FORM 330 (REV. 8/2016) PAGE 2 Culpepper & Terpening, Inc. Page 30 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services E. RESUMES OF KEY PERSONNEL PROPOSED FOR THIS CONTRACT (Complete one Section F for each key person.) 12. NAME 13. ROLE IN THIS CONTRACT 14. YEARS EXPERIENCE CEI Lead I.. TOTAL lb. WITH CURRENT FIRM 29 1 9 15. FIRM NAME AND LOCATION (City and State) Culpepper & Terpening, Inc. 16. EDUCATION (D£GREEANDSPECIALIZATION) 17, CURRENT PROFESSIONAL REGISTRATION (STATE AND D/SCIPLINE) Bachelor of Science - Civil Engineering Florida - Professional Engineer No. 59005 Mass. - Professional Engineer No. 38723 Adv. MOT, GC Manager, Asphalt Paving Level I and II, Nuclear Safety, Stormwater Management, EEO, DBE, and Payroll Compliance in LAP. 19.RFLFVANT PROJECTS (1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Walton Road Improvements PROFESSIONAL SERVICES CONSTRUCTION (if applicable) Port St. Lucie, FL 2010 2010 (3) BRIEF DESCRIPTION (Briefscope, size, cost, etc.) AND SPECIFIC ROLE X Check if project performed with current firm a. Project Manager - Project involved 4-laning of an existing 2-lane roadway including milling and resurfacing, constructing a closed drainage system, and installation of mast arm signalization. Project had an agressive schedule and required coordination with mulitple agencies. [1 h TITLE AND LOCATION (City and State) (2) YEAR COMPLETED SG Plat 33 / Sansone Blvd PROFESSIONAL SERVICES CONSTRUCTION (lf applicable) Port St. Lucie, FL 2020 2021 b. [3h BRIEF DESCRIPTION (Briefscope, size, cost, etc.) AND SPECIFIC ROLE X Check if project performed with current firm Project Manager - CEI for construction of SW Anthony A. Sansone Sr. Blvd from Becker Road to northern limits of FedEx distribution facility within Southern Grove CDD. Project includes 4400 if of urban 4-lane divided and 2-lane rural roadway, potable water main, sanitary force main, gravity sewer, and roadway drainage. (1) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED FloreSta Drive Phase 1 PROFESSIONAL SERVICES CONSTRUCTION (If applicable) City of Port St Lucie, FL 2021 (3) BRIEF DESCRIPTION Briefscope, size, cost, etc.) AND SPECIFIC ROLE X Check if project performed with Current firm C. Project Manager - Construction managment for project including dedicated bicylce lanes, multiple ponds, roadway drainage, sidewalks, landscaping, pedestrian and street lighting, roundabouts, utilties, and irrigation, Close coordination with FDOT and City to maintain MOT. (1 ) TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Crosstown Parkway Segments 2 and 4 PROFESSIONAL SERVICES CONSTRUCTION (Ifapplicabie) City of Port St. Lucie, FL 2005 2008 d. {3f BRIEF DESCRIPTION (Briefscope, size, cost, etc.) AND SPECIFIC ROLE X Check if project performed with current firm Project Manager - Survey, design, permitting, and CEI for construction of 6.2 miles of suburban arterial roadway through the central core of the city. Project included roadway, drainage, offsite ponds, multi -use pathways, landscaping, water, and sewer relocations, street lighting, signalization, and bermed landscape buffer. (1 Y TITLE AND LOCATION (City and State) (2) YEAR COMPLETED Indrio Road / SR 713 Intersection PROFESSIONAL SERVICES CONSTRUCTION V applicable) St Lucie County, FL 2019 [3Y BRIEF DESCRIPTION (Briefscope, size, cost, etc.) AND SPECIFIC ROLE X Check if project performed with current firm e. Project manager - Expanded interesection from 2-lane rural to 4-lane divided including installation of box culverts, two off -site retention ponds, sidewalks, signalization, landscaping, and irrigation. Close coordination with FDOT and County to maintain traffic flow through intersection throughout project. STANDARD FORM 330 (612004) PAGE 2 Culpepper & Terpening, Inc. Page 31 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services I% LAAIRI VLL VKUJtG I J YVHIGH t3Lb I ILLUS I KA I t VKUYUStU I LAW-b 20. EXAMPLE PROJECT KEY QUALIFICATIONS FOR THIS CONTRACT NUMBER (Present as manyprojects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.) 1 21. TITLE AND LOCATION (City and State) 22_ YEAR COMPLETED Tradition Community Development District Engineer PROFESSIONAL SERVICES CONSTRUCTION (ffappticabfe) Port St. Lucie, Florida 1 2 1 on going 23. PROJECT OWNER'S INFORMATION a. PROJECT OWNER b. POINT OF CONTACT NAME c- POINT OF CONTACT TELEPHONE NUMBER Tradition CDD Frank Sakuma 772.345.5119 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (tnciade scope, size, and cost) Serve as District Engineer for 4,560-acre development including preparing Engineers Reports for bond financing, development of capital improvement program, stormwater and irrigation improvements and maintenance, rate studies, review of development applications, and management of infrastructure construction projects. Stormwater master plans were modeled in ICPR4 and permitted through SFWMD. Proposed development are reviewed for consistency and potential impacts to the master stormwater system. As CDD Engineer, C&T also reviews City of Port St. Lucie site plan submittals to provide early comments to applicants on CDD regulations. Development applications can be submitted on-line and are tracked using C&T's in house database. The database includes fees due, paid, application status, and status of any conditions of approval for surface water, irrigation, and right-of-way Work Authorizations_ The irrigation system includes developments connected to Tradition's irrigation plan (Tier 1 Users) and those connected to the network of interconnected lakes (Tier 2 and 3 users). C&T staff review plans for new connections and monitor all construction connections to the system, supervise system repairs, and inspect points of connection prior to recommending acceptance of infrastructure components to CDD Board of Supervisors. The CDD lakes are used for flood control, water quality treatment, and irrigation supply. In conjunction with the CDD staff, C&T monitor the water levels to ensure they stay within the seasonal operational range. Seasonal public meetings are held to inform / remind residents of the rainy and dry season expectations for the lake system. C&T also provides permit compliance for the CDD consumptive use, environmental resource, and right- of-way permits. Current construction project include CEI for 0.4 miles of new 4-lane roadways and relocation of 2.4 miles of canal. 25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE a. Culpepper & Terpening Ft. Pierce, Florida Prime (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE b. (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLF C. (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLF d. (1) FIRM NAME (2) FIRM LOCATION (City and Stale) (3) ROLE e. (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE f. STANDARD FORM 330 (REV. &2016) PAGE 3 Culpepper & Terpening, Inc. Page 32 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services I% LAAIRI VLL VKUJtG I J YVHIGH t3Lb I ILLUS I KA I t VKUYUStU I tAM'S 20. EXAMPLE PROJECT KEY QUALIFICATIONS FOR THIS CONTRACT NUMBER (Present as manyprojects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project.) 2 21. TITLE AND LOCATION (City and State) 22_ YEAR COMPLETED Southern Grove Community Development District Engineer PROFESSIONAL SERVICES CONSTRUCTION (ffappticabfe) Port St. Lucie, Florida 1 2019-on I on going 23. PROJECT OWNER'S INFORMATION a. PROJECT OWNER b. POINT OF CONTACT NAME c- POINT OF CONTACT TELEPHONE NUMBER Tradition CDD Frank Sakuma 772.345.5119 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (tnciade scope, size, and cost) Serve as District Engineer for 3,109-acre development including preparing Engineers Reports for bond financing, development of capital improvement program, stormwater and irrigation improvements and maintenance, rate studies, review of development applications, and management of infrastructure construction projects. Stormwater master plans were modeled in ICPR4 and permitted through SFWMD. Proposed development are reviewed for consistency and potential impacts to the master stormwater system. As CDD Engineer, C&T also reviews City of Port St. Lucie site plan submittals to provide early comments to applicants on CDD regulations. Development applications can be submitted on-line and are tracked using C&T's in house database. The database includes fees due, paid, application status, and status of any conditions of approval for surface water, irrigation, and right-of-way Work Authorizations_ The CDD lakes are used for flood control, water quality treatment, and irrigation supply. In conjunction with the CDD staff, C&T monitor the water levels to ensure they stay within the seasonal operational range. Seasonal public meetings are held to inform / remind residents of the rainy and dry season expectations for the lake system. C&T also provides permit compliance for the CDD consumptive use, environmental resource, and right- of-way permits. Current construction project include CEI for 2 miles of new roadways. 25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE a. Culpepper & Terpening Ft. Pierce, Florida Prime (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE b. (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLF C. (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLF d. (1) FIRM NAME (2) FIRM LOCATION (City and Stale) (3) ROLE e. (1) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE f. STANDARD FORM 330 (REV. 8f2016) PAGE 3 Culpepper & Terpening, Inc. Page 33 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S 20. EXAMPLE PROJECT KEY QUALIFICATIONS FOR THIS CONTRACT NUMBER (Present as many projects as requested by the agency, or 10 pro/'ects, if not specified. Complete one Section F tar each oroiect.l 3 SG Plat 33 / Sansone Blvd Citv of Port St. Lucie. FL 22. YEAR COMPLETED 2020 1 2021 23. PROJECT OWNER'S INFORMATION a. PROJECT OWNER h. POINT OF CONTACT NAME c. POINT OF CONTACT TELEPHONE NUMBER ARCO Murray / City of PSL Brad Berg 331.233.4954 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost) Design, permitting and CEI for the construction of SW Anthony A. Sansone Sr. Blvd. from Becker Road to the northern limits of the new Fedex facility. Design included 4,400 linear feet of urban 4 lane divided and rural 2 lane undivided roadway; 4,400 linear feet of 12" potable water transmission main; 2,900 linear feet of 6" and 8" sanitary force main; 2,400 of 8" gravity sewer; central lift station; landscape, lighting and irrigation. Roadway to be operated and maintained by the City of Port St. Lucie upon completion. Platting, including the road right-of-way, was performed by C&T for the Legacy Park industrial area. 25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1 j FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE a. Culpepper & Terpening Ft. Pierce, FL Prime Project Manager, Engineer (1 ) FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE b. i1 I FIRM NAME 0 FIRM LOCATION (City and State) (3) ROLE C. (1 f FIRM NAME [2) FIRM LOCATION (City and State) (3) ROLE d. (11 FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE e. (1 h FIRM NAME E2) FIRM LOCATION (City and State) (3) ROLE f. STANDARD FORM 330 (61200f) PAGE 3 Culpepper & Terpening, Inc. Page 34 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S 20. EXAMPLE PROJECT KEY QUALIFICATIONS FOR THIS CONTRACT NUMBER (Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project. l 4 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED Becker Rd Phase 2 & 3 PROFESSIONAL SERVICES CONSTRUCTION (Ifappiwehie) City of Port St. Lucie, FL 2017 2021 23. PROJECT OWNER'S INFORMATION a. PROJECT OWNER h. POINT OF CONTACT NAME c. POINT OF CONTACT TELEPHONE NUMBER Veranda CDD / City of PSL Austin Burr 904.910.7256 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost) Design, permitting and CEI for the construction of improvements to Becker Road from Via Tesoro Blvd to Gilson Road. Design included 3,300 linear feet of 4 lane urban roadway; three (3) major roundabouts; 15,000 linear feet of pedestrian and multiuse pathways; 6,600 linear feet of 121 force main; pedestrian lighting; landscape and irrigation. 26. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1 j FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE a. Culpepper & Terpening Ft. Pierce, FL Prime Project Manager, Engineer (1 f FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE b. (1 f FIRM NAME f2) FIRM LOCATION (City and State) (3) ROLE C. (11 FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE d. (1 I FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE e. (1 h FIRM NAME E2) FIRM LOCATION (City and State) (3) ROLE f. STANDARD FORM 330 (612004) PAGE 3 Culpepper & Terpening, Inc. Page 35 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services F. EXAMPLE PROJECTS WHICH BEST ILLUSTRATE PROPOSED TEAM'S 20. EXAMPLE PROJECT KEY QUALIFICATIONS FOR THIS CONTRACT NUMBER (Present as many projects as requested by the agency, or 10 projects, if not specified. Complete one Section F for each project. l 5 21. TITLE AND LOCATION (City and State) 22. YEAR COMPLETED Torino Pkwy / Cashmere Blvd Roundabout PROFESSIONAL SERVICES CONSTRUCTION (lfappli—lol ) City of Port St. Lucie, FL 1 2019 2020 23. PROJECT OWNER'S INFORMATION a. PROJECT OWNER h. POINT OF CONTACT NAME c. POINT OF CONTACT TELEPHONE NUMBER City of Port St Lucie Heath Stocton 772.344.4239 24. BRIEF DESCRIPTION OF PROJECT AND RELEVANCE TO THIS CONTRACT (Include scope, size, and cost) Design, permitting and post design services for the construction of a new roundabout at the intersection of Torino Parkway and Cashmere Blvd. Design included the initial modeling to justify the use of a new roundabout at the intersection; roadway; drainage; specialized maintenance of traffic; sidewalk; signing & pavement marking; street lighting; landscape and irrigation, 25. FIRMS FROM SECTION C INVOLVED WITH THIS PROJECT (1 j FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE a. Culpepper & Terpening Ft. Pierce, FL Prime Project Manager, Engineer (1 f FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE b. (1 f FIRM NAME f2) FIRM LOCATION (City and State) (3) ROLE C. (11 FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE d. (1 I FIRM NAME (2) FIRM LOCATION (City and State) (3) ROLE e. (1 h FIRM NAME E2) FIRM LOCATION (City and State) (3) ROLE f. STANDARD FORM 330 (612004) PAGE 3 Culpepper & Terpening, Inc. Page 36 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services G. KEY PERSONNEL PARTICIPATION IN EXAMPLE PROJECTS 26. NAMES OF KEY PERSONNEL (From Section E, Block 12) 27. ROLE IN THIS CONTRACT (From Section E, Block 13) 28. EXAMPLE PROJECTS LISTED IN SECTION F (Fit) in "Example Projects Key" section below before completing table. Place W" under project key number for participation in same or similar role.) 1 2 3 4 5 6 7 8 9 10 Kelly Cranford, PE Project Manager / Engineer X X Marcello Dimitriou, PE CFI Manager / Engineer X X X Xx x Elliot Brown, PE Traffic Engineer X X X X 29. EXAMPLE PROJECTS KEY DUMBER TITLE OF EXAMPLE PROJECT From Section F NUMBER TITLE OF EXAMPLE PROJECT From Section F 1 Tradition CDD Engineer 6 2 Southern Grove CDD Engineer 7 3 SG Plat 331 Sansone Blvd 8 4 Becker Road Phase 2 & 3 9 5 Torino Parkway / Cashmere Blvd Roundabout 10 STANDARD FORM 330 (REV. 812016) PAGE 4 Culpepper & Terpening, Inc. Page 37 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services H. ADDITIONAL INFORMATION 30. PROVIDE ANY ADDITIONAL INFORMATION REQUESTED BY THE AGENCY_ ATTACH ADDITIONAL SHEFTSAS NEEDED. I. AUTHORIZED REPRESENTATIVE The foregoing is a statement of facts. 31, SIGNATURE 32. DATE 33, NAME AND TITLE STANDARD FORM 330 (REV. 8/2016) PAGE 5 Culpepper & Terpening, Inc. Page 38 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services ARCHITECT -ENGINEER QUALIFICATIONS 1. SOLICITATION NUMBER (lfany) ADM 01-32-07-21 (if a firm has branch offices, complete for each specific branch office seeking work.) 2a. FIRM (or Branch Office) NAME Culpepper and Terpening, Inc. 3. YEAR ESTABLISHED 1985 4. UNIQUE ENTITY IDENTIFIER DUNS 15-565-2795 2b. STREET 2980 South 25th Street 5. OWNERSHIP a. TYPE Corporation 2C. CITY Ft. Pierce 2d. STATE FL 2e. ZIP 34981 CODE b. SMALL BUSINESS STATUS Yes 6a. POINT OF CONTACT NAME AND TITLE Kelly Cranford Project Manager 7. NAME OF FIRM (If Block 2a is a Branch Office) 6b. TELEPHONE NUMBER 772.464.3537 6a EMAIL ADDRESS KCranford@ct-eng.com 8a. FORMER FIRM NAMES) (lfany) 18b. YEAR ESTABLISHED 18C. UNIQUE ENTITY IDENTIFIER CFS and Associates (Brett Culpepper) 1972 JP Terpening Corp. (Butch Terpening) 1979 1972 9. EMPLOYEES BY DISCIPLINE 10. PROFILE OF FIRM'S EXPERIENCE AND ANNUAL AVERAGE REVENUE FOR LAST 5 YEARS a. Function Code b. Discipline c. Number of Employees a, Profile Code b. Experience c. evenue Index Number see below 1 FIRM 2 O BRANCH 02 Administration 5 C15 Construction Management 4 08 Cadd / GIS Tech 7 C16 Construction Surveying 4 12 Civil Engineer (PE / EI) 12 H07 High as, Street Paving 6 15 Construction Inspectors 5 P06 Planning 5 38 Land Surveyor 8 L02S10 Surveying, Mapping, Platting 6 47 Planner (Urban / Regional) 1 T03 Traffic and Transportation 6 48 Project Managers 3 T04 Topo Survey and Mapping 3 313 Stormwater 6 SO4 Sewage Collection ! Disposal 6 UO3 Water Resource, Hydrology 4 W03 Water Supply 6 Z01 Zoning, Land Use 4 Other Employees Total 41 11. ANNUAL AVERAGE PROFESSIONAL SERVICES REVENUES OF FIRM FOR LAST 3 YEARS (insert revenue index number shown at right) PROFESSIONAL SERVICES REVENUE INDEX NUMBER 1. Less than $100,000 6. $2 million to less than $5 million 2. $100,000 to less than $250,000 7. $5 million to less than $10 million 3. $250,000 to less than $500,000 8. $10 million to less than $25 million 4. $500,000 to less than $1 million 9. $25 million to less than $50 million 5. $1 million to less than $2 million 10. $50 million or greater a. Federal Work 1 b. Non -Federal Work 7 c. Total Work 7 12. AUTHORIZED REPRESENTATIVE The foregoing is a statement of facts. a. SIGNATURE b. DATE C. NAME AND TITLE STANDARD FORM 330 (REV. 8/2016) PAGE 6 Culpepper & Terpening, Inc. Page 39 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services O. MBE Statement A LTAV 4 A 21 ! Rp WOMEN'S BUSINESS ENTERPRISE NATIONAL COUNCIL $0.0 roGCcs, WMD 1000.Eft. hereby grants ��1�►a► lNomen's Business Enterndse 1911110091, to Culpepper & Terpening, Inc. who has successfully met WBENC's standards as a Women's Business Enterprise (WBE). This certification affirms the business is woman -owned, operated and controlled and is valid through the date herein. WBENC National WBE Certification was processed and validated by Women's Business Enterprise Council Florida, a WBENC Regional Partner Organization. Certification Granted: March 14, 2017 Expiration Date: March 14, 2022 WBENC National Certification Number: WBE1700490 W B EC F LO R I DA Aurhorizcd by Nancy Allen, Presidenl & CEO Women's Business Enterprise Council Florida NAICS: 541330, 541340, 541370 UNSPSC: 81100000, 81101500,81101510,8110151Z 81101516,81101519,81151604 MR'1i6lesS �WOMEN� weE ME oN wecacRE„_aG�,ti ��/� WBEC S7 WBEC wa c c 1 �n;a�c vreEc COUNCIL 13USWESS CCUNCIL WBEA C&T is a Minority Owner Business meeting the requirements of 288.703, Florida Statutes. The Women's Business Enterprise National Council (WBENC) is the largest independent certifier of women -owned businesses in the U.S., and a leading advocate for women business owners and entrepreneurs. WBENC Certification validates that a business is at least 51 percent owned, controlled, operated and managed by a woman or women. WBENC's certification standard is accepted by more than 1,000 States, Cities, Government Entities and corporations. C&T is also a small business enterprise and recognized by SAM.gov as such (System Award Management for the Federal Government). Culpepper & Terpening, Inc. Page 40 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services P. Addenda (if required) Proposer acknowledges that the following addenda have been received and are included in his/her proposal: Addendum Number Date Issued 1 NA 2 3 Culpepper & Terpening, Inc. Page 41 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services Q. Attachments ATTACHMENT A PROJECT AUTHORIZATION TO THE AGREEMENT FOR PROFESSIONAL ENGINEERING SERVICES BETWEEN THE CITY OF OKEECHOBEE AND THE FIRM OF XXXXXXXX PROJECT DESCRIPTION: NAME OF PROJECT I. PURPOSE This is an attachment to the Standard Agreement for Professional Engineering Services dated between the City of Okeechobee (CITY) and the individual or firm of . (PROFESSIONAL). The purpose of this Project Authorization is to specify the required services of the PROFESSIONAL to design , prepare Construction documents, provide Bidding Phase services, and to provide Construction Phase services for the Project Name: II. PROFESSIONAL'S SERVICES The PROFESSIONAL shall design and prepare Construction documents, provide Bidding Phase services, and Construction Phase services for the Project Name III. GENERAL SCOPE OF WORK The PROFESSIONAL's services shall include, but not be limited to, the following items: A. TASK A: DESIGN AND PERMITTING 1. Data Collection 2. Analysis 3. Design 4. Preparation of Technical Specifications 5. Monthly meetings with CITY staff 6. The PROFESSIONAL shall procure the necessary permits required for the items described in this Project Authorization. 7. Prepare minutes and agendas for all meetings and submit to the CITY. B. TASK B: CONSTRUCTION DOCUMENTS 1. The PROFESSIONAL shall prepare complete Construction Drawings (100% drawings) and specifications for the work as described in III.A. (above). 2. Drawings shall be furnished to the CITY in reproducible form and to a satisfactory scale. They shall be accurate, legible, complete and suitable for bidding purposes. The PROFESSIONAL shall furnish, when requested, all necessary prints and other information during the design process, for review by the CITY, utility suppliers and other parties having jurisdiction and to fulfill requests by other government agencies and the public. The construction drawings must meet the following minimum plans and design documentation packaging requirements, 2. Plan sets City of Okeechobee RFQ NO. ADM 01-32-07-21 City Administration 21 Culpepper & Terpening, Inc. Page 42 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services b. Cover I Key Sheet c. Summary of Pay Items d. Reference Points e. Typical Sections f. Miscellaneous Detail Sheet Based upon the final Construction Documents, the PROFESSIONAL shall prepare and submit an estimate of probable cost for construction. C. TASK C: BIDDING PHASE SERVICES The PROFESSIONAL shall: t. Attend Pre -Bid Conference. 2. Prepare Pre -Bid Meeting Minutes. 3. Respond to questions during bidding, as needed. 4. Review bid submittals for compliance with the plans and specifications and prepare a comparative bid analysis. 5. Make a recommendation for award based on bids received and reference checks- D. TASK D: CONSTRUCTION PHASE SERVICES 1. The PROFESSIONAL's responsibility to provide Construction Phase Services under this agreement commences with the award of each Agreement for Construction and terminates at the earlier of the issuance by the CITY of the final Certificate for Payment or 30 days after the date of Substantial Completion of the Work, but may be extended. 2. The PROFESSIONAL shall attend and administer the preconstruction conference. 3. Visits to Site and Observation of Construction: In connection with observations of the work of contractor(s) while it is in progress, PROFESSIONAL shall make visits to the site at intervals appropriate to the various stages of construction as PROFESSIONAL deems necessary in order to observe as an experienced and qualified design professional the progress of the various aspects of contractor(s)' work. 4. Defective Work: During such visits and on the basis of such observations, PROFESSIONAL may disapprove or reject contractor(s)' work while it is in progress if PROFESSIONAL believes that such work will not produce a completed PROJECT that conforms to the Agreement documents or that it will prejudice the integrity of the design concept of the PROJECT as reflected in the Agreement documents. 5. Interpretations and Clarifications: PROFESSIONAL shall issue necessary interpretations and clarifications of the Agreement documents and in connection therewith prepare work directive changes and change orders as required. 6. Shop Drawings: PROFESSIONAL shall review and approve (or take other appropriate action in respect of) Shop Drawings, samples and other data which contractor(s) are required to submit, but only for conformance with the design concept of the PROJECT. 7. Substitutes: PROFESSIONAL shall evaluate and determine the acceptability of City of Okeechobee RFQ NO. ADM 01-32-07-21 City Administration 22 Culpepper & Terpening, Inc. Page 43 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services substitute materials and equipment proposed by contractor(s). Inspections and Tests: PROFESSIONAL shall have authority, as CITY"S representative, to require special inspection or testing of the work, and shall receive and review all certificates of inspections, testing and approvals required by laws, rules, regulations, ordinances, codes orders or the Agreement documents (but only to determine generally that their content complies with the requirements of, and the results certified indicate compliance with, the Agreement documents). 9. Disputes between CITY and contractor: PROFESSIONAL shall act as initial interpreter of the requirements of the Agreement documents and judge of the acceptability of the work there under and make decisions on all claims of CITY and contractor(s) relating to the acceptability of the work or the interpretation of the requirements of the Agreement documents pertaining to the execution and progress of the work. 10. Applications for Payment: Based on PROFESSIONAL's on -site observations as an experienced and qualified design professional, and on review of applications for payments and the accompanying data and schedules: a. PROFESSIONAL shall verify the amounts owing to contractor(s) and recommend in writing payments to contractor(s) in such amounts. Such recommendations of payment will constitute a representation to CITY, based on such observations and review, that the work has progressed to the point indicated, and that, to the best of PROFESSIONAL's knowledge, information and belief, the quality of such work is in accordance with the Agreement documents (subject to an evaluation of such work as a functioning whole prior to or upon Substantial Completion, to the results of any subsequent tests called for in the Agreement documents and to any other qualifications stated in the recommendation). In the case of unit price work, PROFESSIONAL's verifications of payment will include determinations of quantities and classifications of such work (subject to any subsequent adjustments allowed by the Agreement documents. 11. Contractor(s) Completion Documents: PROFESSIONAL shall receive and review maintenance and operating instructions, schedules, guarantees, bonds and certificates of inspection, tests and approvals which are to be assembled by contractor(s) in accordance with the Agreement documents and shall transmit them to the CITY with written comments. 12. Inspections: PROFESSIONAL shall conduct an inspection to determine if the work is substantially complete and a final inspection to determine if the completed work is acceptable to the CITY and other governing agencies so that PROFESSIONAL may recommend, in writing, final payment to contractor(s) that the work is acceptable (subject to any conditions therein expressed). 13. Closeout: PROFESSIONAL shall provide assistance in the closing of any financial or related transaction for the PROJECT (project closeout book, summary of testing, rectifying change orders, final pay estimate, summary of Resident Project Representative (RPR) time, PROFESSIONAL and owner certification letter). City of Okeechobee RFQ NO. ADM 01-32-07-21 City Administration 23 Culpepper & Terpening, Inc. Page 44 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services 14. Record Drawings / As -Built Drawings: PROFESSIONAL shall prepare a set of Mylar record prints of Drawings (3 sets of prints and 1 CD) showing those changes made during the construction process, based on the marked -up prints, drawings and other data furnished by contractor(s) to PROFESSIONAL and which PROFESSIONAL considers significant, including plan Update. IV. CITY RESPONSIBILITIES The CITY will provide specific data for project. V. WARRANTY The PROFESSIONAL warrants that the plans and specifications produced as a result of this Agreement are complete, correct and suitable for the purpose intended. VI. AMERICANS WITH DISABILITIES The PROFESSIONAL shall ensure compliance with all applicable governmental accessibility standards, including without limitation those applicable under Section 35.151 CFR. VII. DELIVERABLES The PROFESSIONAL shall supply 60%, 90%, and 100% Plans and Specifications to the CITY for review. Each draft submittal shall include two copies of the draft Plans and Specifications. The PROFESSIONAL shall submit to the CITY the final Plans and Specifications in the following amounts: 1. Unsealed Copy of Final Plans — 1 set 2. Sealed Copy of Final Plans —1 set 3. Digital Copy of Final Plans — 1 copy 4. Unbound set of Technical Specifications — 1 set 5. Digital Copy of Technical Specifications —1 copy VIII. PLAN AND SPECIFICATIONS REPRODUCTION The PROFESSIONAL will provide two (2) sets of the plans and specifications for bidding purposes. One set is to be a signed and sealed record set. The cost of these sets is included in the design costs paid the PROFESSIONAL as compensation for services required under this Project Authorization. If additional sets of Construction Documents are required by the CITY, the PROFESSIONAL shall furnish such sets at cost. Payment for such additional sets shall be promptly made by the CITY, upon properly supported invoices, submitted by PROFESSIONAL. IX. PLANS AND DOCUMENT OWNERSHIP City of Okeechobee RFQ NO. ADM 01-32-07-21 City Administration 24 Culpepper & Terpening, Inc. Page 45 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services The original plans and specifications will become the property of the CITY upon completion of this Project. Computer systems (CADD) are to be used in the preparation of the construction plans; a copy of all electronic data and drawing files are to be submitted on CD media. These will utilize the most recent AutoCAD version available. If other software is used, it is to be translated to the aforementioned software. The supplied disks are to include all point and working files. X. SCHEDULES AND TIME CONSTRAINTS Within ten (10) days after receiving the Notice to Proceed, the PROFESSIONAL shall provide a schedule and an anticipated payment schedule. The total time allowed for the PROFESSIONAL's services required under this Project Authorization shall be XXXX (XX) months from the date of the Notice to Proceed. The construction documents shall be completed within XXX (X) months from the date of the Notice to Proceed. XI. COMPENSATION Payment for all services will be in accordance with the Standard Agreement for Civil Engineering Services. Total compensation shall, based on the man hours shown on Exhibit A, for all services, material, supplies and any other items or requirements necessary to complete the work as described herein to include actual salary costs, overhead and profit in an amount equal to 100% of actual salary cost and reimbursement of actual direct non - salary expenses shall not exceed XXXXXXXXXXXX dollars ($XXXX). Out of pocket expenses including postage, printing, copying and long distance telephone calls shall be billed as a reimbursable expense at the PROFESSIONAL's actual cost. Reimbursable expenses shall not exceed XXXXXXXXXXXX dollars ($XXXX), therefore, total compensation for all work shall not exceed XXXXXXXXXXXX dollars ($XXXX). IN WITNESS WHEREOF, the parties have made and executed this Agreement, the day and year first above written. , PROFESSIONAL: (SEAL) a ignAre) BY Stefan Matthes — Sr. VP Corporate Officer Name & Title Date: 07-28-2021 ATTEST ---------------------- ---------------------- APPROVED AS TO COMPLIANCE WITH PURCHASING & AGREEMENT POLICIES AND PROCEDURES Date: Mr. Gary Ritter, City Administrator ---------------------------------------------------------- ---------------------------------------------------------- TECHNICAL PROVISIONS OF AGREEMENT AND BUDGETARY REQUIREMENTS APPROVED City of Okeechobee RFQ NO. ADM 01-32-07-21 City Administration 25 Culpepper & Terpening, Inc. Page 46 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services Date: Mr. Gary Ritter, City Administrator CITY OF OKEECHOBEE Date: Mr. Gary Ritter, City Administrator ---------------------------------------------------------- ---------------------------------------------------------- APPROVED AS TO FORM AND LEGALITY FOR THE USE AND BENEFIT OF OKEECHOBEE CITY ONLY Date: John J. Fumero, City Attorney ATTACHMENT B RFQ NO. ADM 01-32-07-21 ANTI -COLLUSION STATEMENT AND NO GIFT STATEMENT Date: 07-28-2021 Anti -collusion statement: The below -signed PROFESSIONAL has not divulged to, discussed, or compared his/her submittal with other Professionals and has not colluded with any other Professional or parties to a submittal whatsoever. No gifts statement: No premiums, rebates, gifts or gratuities are permitted with, prior to, or after submission of the submittal. Any such violation will result in rejection of the submittal and removal from the submittal list(s). Name: By (printed/typed) By (signature): Title: Mailing Address: City of Okeechobee City Administration Culpepper & Terpening, Inc. Stefan K. M tth s Sr. Vice President 2980 S. 251' Street 26 RFQ NO. ADM 01-32-07-21 Culpepper & Terpening, Inc. Page 47 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services City, State, Zip: Fort Pierce, FI 34981 Telephone No.: 772-464-3537 City of Okeechobee RFQ NO. ADM 01-32-07-21 City Administration 27 Culpepper & Terpening, Inc. Page 48 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services ATTACHMENT C RFQ NO. ADM 01-32-07-21 CONFLICT OF INTEREST DISCLOSURE FORM For purposes of determining any possible conflict of interest, all Professionals must disclose if any City of Okeechobee employee(s), elected official(s), or any of its agents is also an owner, corporate officer, director, agent, employee, etc., of their business. Indicate either "yes" (a City employee, elected official or agent is associated with your business), or "no". If yes, give person(s) name(s) and position(s) with your business. YES NO X Name(s) Position(s) Name: Culpepper & Terpening,Inc. By (Printed): Stefan K. Matthes By (Signature): Title: Sr. Vice President Address: 2980 S. 25t" Street Fort Pierce, FI 34981 Phone Number: 772-464-3537 City of Okeechobee RFQ NO. ADM 01-32-07-21 City Administration 28 Culpepper & Terpening, Inc. Page 49 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services ATTACHMENT E RFQ NO. ADM 01-32-07-21 SWORN STATEMENT PURSUANT TO SECTION 287.133 (3)(a), FLORIDA STATUTES, ON PUBLIC ENTITY CRIMES THIS FORM MUST BE SIGNED AND SWORN TO IN THE PRESENCE OF A NOTARY PUBLIC OR OTHER OFFICIAL AUTHORIZED TO ADMINISTER OATHS. This sworn statement is submitted to CITY OF OKEECHOBEE, FLORIDA by: Stef Matthes, Sr VP(print Individual's name and title) for: Culpepper & Terpening, Inc (print name of entity submitting sworn statement) whose business address is 2980 S. 25t" St, Ft Pierce, FL 34981 and (if applicable) its Federal Employer Identification Number (FEIN) is: 59-2606420 (If the entity has no FEIN, include the Social Security Number of the Individual signing this sworn statement: 2. 1 understand that a "public entity crime" as defined in Paragraph 287.133(1)(g), Florida Statutes, means a violation of any state or federal law by a person with respect to and directly related to the transaction of business with any public entity or with an agency or political subdivision of any other state or of the United States, including but not limited to, any agreement for goods or services to be provided to any public entity or an agency or political subdivision of any other state or of the United States and involving antitrust, fraud, theft, bribery, collusion, racketeering, conspiracy, or material misrepresentations. 3. 1 understand that "convicted" or "conviction" as defined in Paragraph 287.133(1)(b), Florida Statutes, means a finding of guilt or a conviction of a public entity crime, with or without an adjudication of guilt, in any federal or state trial court of record relating to charges brought by indictment or information after July 1, 1989, as a result of a jury verdict, non -jury trial, or entry of a plea of guilty or nolo contendere. 4. 1 understand that an "affiliate" as defined in Paragraph 287.133(1)(a), Florida Statutes, means: a. A predecessor or successor of a person convicted of a public entity crime; or b. An entity under the control of any natural person who is active in the management of the entity and who has been convicted of a public entity crime. The term "affiliate" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in the management of an affiliate. The ownership by one person of shares constituting a controlling interest in another person, or a pooling of equipment or income among persons when not for fair market value under an arm's length agreement, shall be a prima facie case that one person controls another person. A person who knowingly enters a joint venture with a person who has been convicted of a public entity crime in Florida during the preceding 36 months shall be considered an affiliate. City of Okeechobee RFQ NO. ADM 01-32-07-21 City Administration 30 Culpepper & Terpening, Inc. Page 50 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services 5. 1 understand that a "person" as defined in Paragraph 287.133(1)(e), Florida Statutes, means any natural person or entity organized under the laws of any state or of the United States with the legal power to enter into a binding Agreement and which submittal or applies to a submittal on agreements for the provision of goods or services let by a public entity, or which otherwise transacts or applies to transact business with a public entity. The term "person" includes those officers, directors, executives, partners, shareholders, employees, members, and agents who are active in management of an entity. 6. Based on information and belief, the statement which I have marked below is true in relation to the entity submitting this sworn statement. (Indicate which statement applies). X Neither the entity submitting this sworn statement, nor any of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active X in the management of the entity, nor any affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. ❑ The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. -i The entity submitting this sworn statement, or one or more of its officers, directors, executives, partners, shareholders, employees, members, or agents who are active in the management of the entity, or an affiliate of the entity has been charged with and convicted of a public entity crime subsequent to July 1, 1989. However, there has been a subsequent proceeding before a Hearing Officer of the State of Florida, Division of Administrative Hearings and the final Order entered by the Hearing Officer determined that it was not in the public interest to place the entity submitting this sworn statement on the convicted vendor list (attach a copy of the final order). I UNDERSTAND THAT THE SUBMISSION OF THIS FORM TO THE CONTRACTING OFFICER FOR THE PUBLIC ENTITY IDENTIFIED IN PARAGRAPH 1 ABOVE IS FOR THAT PUBLIC ENTITY ONLY AND THAT THIS FORM IS VALID THROUGH DECEMBER 31 OF THE CALENDAR YEAR IN WHICH IT IS FILED. I ALSO UNDERSTAND THAT I AM REQUIRED TO INFORM THE PUBLIC ENTITY PRIOR TO ENTERING INTO AN AGREEMENT IN EXCESS OF THE THRESHOLD AMOUNT PROVIDED IN SECTION 287.017, FLORIDA STATUTES FOR CATEGORY TWO OF ANY CHANGE IN THE INFORMATIO JTA ED IN THIS FORM. Signature STATE OF FLORIDA COUNTY OF St. Lucie The foregoing instrument was acknowledged before me by means of ❑ physical presence or :1 online notarization, this 28 day of Jtjlu 20 21, by Stefan K. Matthes, PE , who personally known or pro ced a ►4 ;. ROBFRTOCABRERA �r Nota, Public Signature MYCOMMISSION # GG93298fi , y g oP,o` EXPIRES: Novwber 19, 2023 . �FfN. SwN T&u Nfty N* Undarnr<era Commission No. GG932981i City of Okeechobee RFQ NO. ADM 01-32-07-21 City Administration 31 Culpepper & Terpening, Inc. Page 51 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services ATTACHMENT F RFQ NO. ADM 01-32-07-21 DRUG -FREE WORKPLACE CERTIFICATION THE BELOW SIGNED Professional/Individual CERTIFIES that it has implemented a drug - free workplace program. To have a drug -free workplace program, a business shall: 1. Publish a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession or use of a controlled substance is prohibited in the workplace and specifying the actions that will be taken against employees for violation of such prohibition. 2. Inform employees about the dangers of drug abuse in the workplace, the business's policy of maintaining a drug -free workplace, any available drug counseling, rehabilitation and employee assistance programs, and the penalties that may be imposed upon employees for drug abuse violations. 3. Give each employee engaged in providing the commodities or contractual services that are under quote a copy of the statement specified in subsection 1. 4. In the statement specified in subsection 1, notify the employees that, as a condition of working on the commodities or contractual services that are under quote, the employee will abide by the terms of the statement and will notify the employer of any conviction or plea of guilty or nolo contendere to any violation occurring in the workplace no later than five (5) days after such conviction. 5. Impose a sanction on, or require the satisfactory participation in, drug abuse assistance or rehabilitation program if such is available in the employee's community, by an employee who is convicted. 6. Make a good faith effort to continue to maintain a drug -free workplace through implementation of this section. As the person authorized to sign this statement, I certify that this individual or firm complies fully with the v re irements. Signature: Date: 07-28-21 Company: C&T Name: Stefan K. Matthes, PE Address: 2980 S. 25t" St Title: Sr. Vice President Ft. Pierce, FL 34981 Phone Number: 772-464-3537 City of Okeechobee RFQ NO. ADM 01-32-07-21 City Administration 32 Culpepper & Terpening, Inc. Page 52 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services ATTACHMENT G RFQ NO. ADM 01-32-07-21 IMMIGRATION LAW CERTIFICATION City of Okeechobee will not intentionally award City Agreements to any Professional who knowingly employs unauthorized alien workers, constituting a violation of the employment provisions contained in 8 U.S.C. Section 1324 a(e) (Section 274a(e) of the immigration and nationality act ("INK)). City of Okeechobee may consider the employment by any Professional of unauthorized aliens a violation of Section 274A(e) of the INA. Such violation by the recipient of the employment provisions contained in Section 274A(e) of the INA shall be grounds for unilateral cancellation of the Agreement by City of Okeechobee. Respondent attests that it is fully compliant with all applicable immigration laws, specifically relating to the 1966 immigration act and subsequent amendments - Culpepper & Terpening. Inc o pay -Name ignature Sr. Vice President Title 07-28-21 Date STATE OF FLORIDA COUNTY OF St. Lucie The foregoing instrument was acknowledged before me by means of :1 physical presence or i online notarization, this 28 day of 20 21, by Stefan K. Matthes, PE who i ersonally known a OF-Prdbeed- as R013EftTQ CABRt�RA � -------------- r' NIYCOMMISStONfFGG932986 Nor ry Public Signature "' EXPIRES: November 19 2023 GG93298ti I?,oFfL,�;'Owded Ttn Notwy Pub# � Commission No. City of Okeechobee RFQ NO. ADM 01-32-07-21 City Administration 33 Culpepper & Terpening, Inc. Page 53 of 54 RFQ ADM 01-32-07-21 Professional Engineering Services ATTACHMENT H 9 Request for Taxpayer Give Form to the Form (Rev. October 2018) Identification Number and Certification requester. Do not Department of the Treasury send to the IRS. Internal Revenue Service ► Go to www.irs.gov/FormVV9 for instructions and the latest information. 1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank. Culpepper Terpening, Inc. 2 Business name/disregarded entity name, if different from above 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the 4 Exemptions (codes apply only to following seven boxes. certain entities, not individuals; see c- instructions on page 3): p ❑ Individuallsole proprietor or ❑ C Corporation ❑x S Corporation ❑ Partnership ❑ Trust/estate c single -member LLC Exempt payee code (if any) n O �'� ❑ Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) ► `o i Note: Check the appropriate box in the line above for the tax classification of the single -member owner. Do not check Exemption from FATCA reporting w C LLC if the LLC is classified as a single -member LLC that is disregarded from the owner unless the owner of the LLC is code (if any) IL u another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single -member LLC that is disregarded from the owner should check the appropriate box for the tax classification of its owner. y ❑ Other (see instructions) ► U.S.) ih 5 Address (number, street, and apt. or suite no.) Sea instructions. Requester's name and address (optional) 2980 S.25th Street 6 City, state, and ZIP code Fort Pierce, Florida 34981 7 List account number(s) here (optional) JEH Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid I Social security number backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (Ell If you do not have a number, see Now to get a TIN, later. or Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and I Employer identification number Number To Give the Requester for guidelines on whose number to enter. F__F7 F—F-77— j Certification 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); and 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 far lure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and 3. 1 am a U.S. citizen or other U.S. person (defined below; and 4. The FATCA codes) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct. Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends or your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part 11, later. .Jillill I Signature of `li Here I U.S. person ► `�--jLV( Hate ► May 1, 2021 General Instructi6 s Section references are to the Internal Revenue Code unless otherwise noted. Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9. Purpose of Form An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (Ell to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following. • Form 1099-INT iinterest earned or paid) • Form 1099-DIV (dividends, including those from stocks or mutual funds) • Form 1099-MISC (various types of income, prizes, awards, or gross proceeds) • Form 1099-B (stock or mutual fund sales and certain other transactions by brokers) • Form 1099-S (proceeds from real estate transactions) • Form 1099-K (merchant card and third parry network transactions) • Form 1098 (home mortgage interest), 1098-E {student loan interest), 1098-T (tuition) • Form 1099-C (canceled debt) • Form 1099-A (acquisition or abandonment of secured property) Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN. If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later. Cat. No. 10231X Form tiff-9 (Rev. 10-2018) Culpepper & Terpening, Inc. Page 54 of 54