Loading...
HomeMy WebLinkAboutCity of Diamond Bar RFP Professional On-Call Civil Engineering and Architectural Services - MTGLPrepared for:  Attention:  Nicholas Delgado, Engineering Technician  City of Diamond Bar  Public Works  21810 Copley Drive  Diamond Bar, California 91765  Due Date:  May 26, 2023, 2:00 P.M.  Prepared by:  Steven Koch, Senior Vice President   P: 714‐632‐2999 | F: 714‐632‐2974 | C: 760‐420‐9200  Michelle Elliott, Owner/CEO  P: 714‐632‐2999 | F: 714‐632‐2974  Isaac Chun, P.E., G.E., Vice President/Geotechnical Engineer/Engineering Manager  P: 714‐632‐2999 | F: 714‐632‐2974  www.mtglinc.com  Response to Request for Proposals (RFP)  CITY OF DIAMOND BAR  PROFESSIONAL ON‐CALL CIVIL ENGINEERING  AND ARCHITECTURAL SERVICES  CAPACITY:   GENERAL ENGINEERING SERVICES – INSPECTION SERVICES  City of Diamond Bar   RFP – On‐Call Civil Engineering and Architectural Services MTGL #P‐23‐347  Capacity:  General Engineering Services – Inspection Services  May 26, 2023  TABLE OF CONTENTS  Table of Contents ............................................................................................................................................... 1  Cover Letter .................................................................................................................................................... 2‐3  Project Team ................................................................................................................................................. 4‐11  Firm’s Experience/References .................................................................................................................... 12‐17  Project Understanding ................................................................................................................................ 18‐21  Fee Schedule ............................................................................................................................................... 22‐23  W9 ............................................................................................................................................................... 24‐29  1 |PAGE City of Diamond Bar   RFP – On‐Call Civil Engineering and Architectural Services MTGL #P‐23‐347  Capacity:  General Engineering Services – Inspection Services  May 26, 2023         OFFICE LOCATIONS      ORANGE COUNTY  CORPORATE BRANCH  2992 E. La Palma Avenue  Suite A  Anaheim, CA  92806  Tel:  714.632.2999  Fax: 714.632.2974      SAN DIEGO  IMPERIAL COUNTY  7742 Arjons Drive  San Diego, CA  92126  Tel:  858.537.3999  Fax: 858.537.3990      INLAND EMPIRE  14467 Meridian Parkway  Building 2A  Riverside, CA  92518  Tel:  951.653.4999  Fax: 951.653.4666      OC/LA/INLAND EMPIRE  DISPATCH  800.491.2990    www.mtglinc.com    GEOTECHNICAL ENGINEERING  CONSTRUCTION INSPECTION  MATERIALS TESTING  ENVIRONMENTAL     May 26, 2023                           MTGL #P‐23‐347      Attention:  Nicholas Delgado, Engineering Technician  City of Diamond Bar  Public Works  21810 Copley Drive  Diamond Bar, California 91765    Subject:  Response to Request for Proposals (RFP)    Professional On‐Call Civil Engineering and Architectural Services    Capacity: General Engineering Services – Inspection Services    MTGL, Inc. (MTGL) appreciates this opportunity to submit our response to the above subject  mentioned.    MTGL is interested to be part of your team, to provide professional on‐call civil engineering and  architectural services in the capacity general engineering services – inspection services.   We have the capabilities and proven experience to support the City of Diamond Bar (City) Public  Works. Below are highlights of our experience:   MTGL has over 29 years of extensive experience in providing geotechnical engineering,  materials testing, and construction inspection services for public works projects.    MTGL’s laboratories operate in strict accordance with ISO 17025 and are certified by: CCRL,  ASTM/AASHTO, USACE, Caltrans, DSA, and HCAI (OSHPD).    MTGL is certified as a W/MBE, SBE and DBE firm under CUCP 33843. MTGL is registered as a  public works contractor with the State of California under DIR 1000006646.   MTGL is familiar with the City’s standards for the successful completion of geotechnical  engineering, material testing and inspection services for City projects.   MTGL has experience with complex Federally Funded Projects and FHWA projects  administered by cities and counties through Caltrans Local Assistance Program as well as  FHWA funded projects administered by Transportation Funding Agencies.   Isaac Chun, P.E., G.E., Geotechnical Engineer/Engineering Manager, has over 29 years of  experience in providing services across the entire spectrum of geotechnical engineering and  materials testing.    MTGL’s technicians and inspectors are well‐trained and are typically multi‐certified  possessing ICC, AWS, Caltrans, and/or ACI.    MTGL and its staff members perform services by ensuring contract compliance with  approved plans and specifications, and conformance with Federal/State/Local applicable  code requirements, Caltrans Standard Specifications (latest edition), Standard Specifications  for Public Works “Greenbook,” and the City’s adopted Quality Assurance Program (QAP).    MTGL implements and maintains custom in‐house Quality Assurance and Control (QA/QC)  plans to ensure quality of the materials being used in the work.    MTGL uses subconsultants for geotechnical engineering, materials testing, and inspection  services that are not included in our fee schedule. Subconsultants will be pre‐approved by  the City.       2 |PAGE City of Diamond Bar   RFP – On‐Call Civil Engineering and Architectural Services  MTGL #P‐23‐347  Capacity:  General Engineering Services – Inspection Services  May 26, 2023  MTGL has a clear understanding of Safety Compliance requirements, with policies that provide a desirable EMR Rating of 0.69. MTGL can meet the City’s insurance requirements stated in the RFP Attachment 1 Sample Agreement Section 10. Insurance. Our core value is to work closely and communicate with the City and its project’s team members, as applicable, to help ensure our scope of services are provided in a timely manner and are within our authorized budget. MTGL has proven its ability to respond quickly and effectively to any requested tasks for our clients. Our goal is to provide continuity of personnel used throughout a project, quick response time to requests, and accuracy of our reporting. MTGL has experienced key personnel available to respond to questions or requests. Listed below is their contact information. Phone # | Fax #: P: 714‐632‐2999 | F: 714‐632‐2974  Engineers and geologists; Contact  person concerning the proposal,  technical, and authority signatory for  all final reports:   Isaac Chun, P.E., G.E. | ichun@mtglinc.com   Daniel Richardson, P.E. | drichardson@mtglinc.com  Greg Wilson, P.G., C.E.G. | gwilson@mtglinc.com   Contract authority signatory and to  bind MTGL all commitments:  Michelle Elliott | melliott@mtglinc.com   Contact person during and after period  of RFP evaluation: Steven Koch | skoch@mtglinc.com  All services will be serviced at 2992 E. La Palma Avenue, Suite A, Anaheim, California. We have read and reviewed thoroughly all the contents in the RFP, and fully understand its intent. We are willing  to enter into an agreement under the terms and conditions for the City of Diamond Bar Attachment 1 Sample  Agreement without exceptions. We acknowledged of receipt of Addendum Q and Set 1 dated May 23, 2023 and  Addendum 1‐PB Minor Edits to the Planet Bids General Response File date May 24, 2023.    It is MTGL’s goal to meet the quality and value expectations for the City of Diamond Bar with efficiency and cost  savings. We thank you for reviewing our submittal. Should you have any questions, or require additional  information, please do not hesitate to contact us.  Respectfully Submitted,  MTGL, Inc.  Steven Koch Michelle Elliott  Senior Vice President Owner/CEO  3 |PAGE City of Diamond Bar RFP – On-Call Civil Engineering and Architectural Services MTGL #P-23-347 Capacity: General Engineering Services – Inspection Services May 26, 2023      Legend:  MTGL and the City of Diamond Bar  MTGL  Administration  Technical  CITY OF DIAMOND BAR  PROFESSIONAL ON‐CALL CIVIL ENGINEERING AND ARCHITECTURAL SERVICES  CAPACITY:  GENERAL ENGINEERING SERVICES – INSPECTION SERVICES  MICHELLE ELLIOTT  OWNER/CEO  CONTRACT   /ACCOUNTING (BILLING) PROFESSIONAL STAFF  ISAAC CHUN, P.E., G.E.  GEOTECHNICAL ENGINEER   /ENGINEERING MANAGER   GREG WILSON, P.G., C.E.G.  SENIOR ENGINEERING  GEOLOGIST/GEOTECHNICAL FIELD  SUPERVISOR  DANIEL RICHARDSON, P.E.  SENIOR PROJECT ENGINEER  JAY ROWERDINK, E.I.T.  STAFF ENGINEER  FIELD STAFF  SAUL CRUZ  FIELD SUPERVISOR  SPECIAL INSPECTOR  /FIELD TECHNICIAN SUBCONSULTANTS  /SUBCONTRACTORS  LABORATORY   ROBERT SCHUBERT  LABORATORY MANAGER STEVEN KOCH  SENIOR VICE PRESIDENT  DISPATCH  800‐491‐2990  PROJECT TEAM  With over 84 employees including engineers, field technicians and inspectors serving our projects daily, we have  the capabilities, experiences, and resources to provide and to perform on‐call as‐needed for geotechnical  engineering and material testing services for the City of Diamond Bar (City) upcoming projects.   MTGL will work and communicate closely with the City representatives, all project stakeholders and other relevant  persons. We will participate in pre‐construction meetings, field meetings, and construction progress meetings,  acceptance of work, final walk‐through meetings, as built plan completion meetings, and other administrative  meetings (if needed and/or requested).  MTGL’s key staff are full‐time employees, and they will be available through the extent proposed for the duration  of the project assigned. They will not be removed or replaced without the prior written approval of the City. If one  or more of the key staff should become unavailable, we will substitute other staff of at least equal competence  only after prior written approval by the City.    SUBCONSULTANT/SUBCONTRACTOR  Although MTGL has the capabilities and staff resources to fulfill all the requirements in‐house, MTGL will provide  subconsultant/subcontractor if the project requires related services that are outside of our fee schedule, with all  subconsultants/subcontractor being pre‐approved.   4 |PAGE City of Diamond Bar RFP – On-Call Civil Engineering and Architectural Services MTGL #P-23-347 Capacity: General Engineering Services – Inspection Services May 26, 2023  PROPOSED DUTIES  KEY PERSONNEL/TITLE CAPABILITES (SCOPE OF SERVICES)  Isaac Chun, P.E., G.E.  Geotechnical  Engineer/Engineering Manager  Primary point of contact. Provides technical review of geotechnical recommendations to check for compliance with the City Regulations.  Works on technical issues during design development. Project Management; Document Review; Preparation of Final Report. Authorized signatory for final reports. Greg Wilson, P.G., C.E.G.  Senior Engineering Geologist  Assists geotechnical engineer/engineering manager for any related geologic hazards and issues. Project Management; Document Review; Preparation of Final Report. Provides field supervision as necessary. Daniel Richardson, P.E.  Senior Project  Engineer/Assistant Project  Manager  Assists geotechnical engineer/engineering manager for any related geotechnical related and materials testing services and technical issues.  Project Management; Document Review; Prepare Preparation of Final Report  Authorized signatory for final reports. Jay Rowerdink, E.I.T.  Staff Engineer  Assists MTGL’s engineers and geologists with geotechnical related and materials testing services. Document review and prepare draft proposal and reports. Perform fieldwork during investigations. Robert Schubert  Laboratory Manager Oversee all aspects of all laboratory testing. Saul Cruz  Field Supervisor  Support inspectors and technicians ensured all applicable codes were compliance during inspections and testing. Support dispatch department. Special Inspectors/Field  Technicians  Performing field inspections and other quality control activities including necessary materials testing as requested by the City. Perform Materials testing: soil compaction testing, concrete, masonry, batch plant, site structural steel testing (as needed), rebar testing, pull and torque testing (as needed), paving tests as required by the plans and specifications. Collecting samples and testing their strength properties (soil, gravel, asphalt, concrete, slurry seal). Checking subgrade compaction for concrete and asphalt construction. Perform tests for sieve analysis, sand equivalent, and cleanness, as needed. Checking compaction of asphalt pavement and overlays. Performing plant inspection at facilities supplying concrete and hot mix asphalt, if needed. Provide test results to the City. Provide summary report of testing results. Perform testing and sampling according to the City’s Quality Assurance Plan (QAP) and Caltrans procedures. Review and approved construction material submittals. 5 |PAGE City of Diamond Bar RFP – On-Call Civil Engineering and Architectural Services MTGL #P-23-347 Capacity: General Engineering Services – Inspection Services May 26, 2023  ISAAC CHUN, P.E., G.E.  Geotechnical Engineer/Engineering Manager  EXPERIENCE  Years of Experience:  29  Years with MTGL:  11  EDUCATION  B.S. Civil Engineering, California State Polytechnic University, Pomona LICENSES  /CERTIFICATIONS  State of California Registered Civil Engineer, RCE #59431 State of California Registered Geotechnical Engineer, GE #2649 Isaac Chun is a Geotechnical Engineer and Engineering Manager with over 29  years of experience in the materials testing, construction inspection, and  geotechnical engineering industry. He has been providing a variety of quality  assurance/control services for numerous projects that include schools,  buildings, bridges, hospitals, light rail transit, airports, and highways.   As the Engineering Manager, he is responsible for oversight and administration  of all technical services including supervision of all technical staff, special  inspectors, and technicians. His extensive experiences and knowledge base  include geotechnical investigations, specialty pile design, seismic hazard  mitigation, resource evaluation and characterization, slope stability analysis,  settlement analysis, seepage analysis, performance testing, post‐construction  stability analysis, distress mapping, and soils characterization. His geotechnical  construction experience includes specification review and augmentation,  earthwork‐related remediation, deep pile inspection, CIDH inspection,  observation of ground improvement construction, and regulatory agency  compliance. He is proficient with AutoCAD, GStabl, RocScience Slide, Shaft, L‐ Pile, All‐Pile, Cliq, and SPT Liquefaction analysis.  RELEVANT PROJECT EXPERIENCE  CITY OF FULLERTON  303 W. Commonwealth Ave.  Fullerton, CA 92832  Contact/Phone  David Grantham, P.E.  P: 714.738.6853  City of Fullerton, On‐Call Professional  Engineering Services for Various Projects,  Fullerton, CA. Engineering Manager  providing geotechnical investigation. He is  providing final report which addresses the  sampling and inspection, and findings results  for each project.  CITY OF ANAHEIM  200 S. Anaheim Boulevard  Anaheim, CA 92805  Contact/Phone  Michelle Lee  C: 714.231.8377  City of Anaheim, On‐Call Material Testing,  Deputy Inspection, and Environmental  Engineering Services, Anaheim, CA.  Engineering Manager providing geotechnical  material testing and inspection services for  to support the City of Anaheim’s Department  of Public Works projects.   CITY OF BUENA PARK  6650 Beach Boulevard  Buena Park, CA 90622  Contact/Phone  Nabil S. Henein, Director of  Public Work/City Engineer  P: 714.562.3672  Nader Alqam,   Assistant Engineer  P: 714.562.3672  City of Buena Park, On‐Call Professional  Geotechnical and Material Testing Services,  Buena Park, CA. Engineering Manager  providing on‐call geotechnical and material  testing services including conduct  geotechnical observation, field testing,  laboratory work, and other geotechnical‐ related items, and other geotechnical and  material testing‐related tasks, as necessary.  6 |PAGE City of Diamond Bar RFP – On-Call Civil Engineering and Architectural Services MTGL #P-23-347 Capacity: General Engineering Services – Inspection Services May 26, 2023  GREG WILSON, P.G., C.E.G.  Geologist/Geotechnical Field Supervisor  EXPERIENCE  Years of Experience:  7  Years with MTGL:  6 Mos.  EDUCATION  B.S. Geology, University of California, Los Angeles LICENSES &  CERTIFICATIONS  State of California Professional Geologist, PG #9777 State of California, Certified Engineering Geologist, CEG #2776 Site Safety & Health Officer (EM‐385‐1‐1) CPN Radiation Safety Certificate Greg Wilson has recently joined with MTGL with over seven (7) years of  experience providing geotechnical engineering and consulting services in  California. He has worked on hundreds of geotechnical and geologic hazard  investigations of varying size and type; lightly loaded structures; new buildings;  pedestrian, rail, and motorized vehicle bridges; rehabilitation, reconstruction,  and new construction of streets and highways; airport taxiways and runways;  pipelines; hospitals; K‐12, and community college projects. He has extensive  experience drilling, logging, and sampling a wide variety of subsurface  excavations using a variety of methods, including but not limited to, truck‐ mounted drill rigs, limited access drill rigs, and tripod‐mounted drill rigs. He has  also logged, and sampled test pits and trenches excavated by hand, backhoes,  and excavators, and has excavated, logged, and sampled shallow borings using  hand augers and manual equipment.   He has been the responsible geologist in charge for many of the geotechnical  investigations he has worked on. Duties in this capacity generally include  reviewing the proposed improvements along with readily available geologic  and geotechnical information at the site to develop an appropriate scope of  work, assigning laboratory tests to evaluate pertinent engineering properties,  reviewing field and laboratory data, performing engineering analyses,  providing geotechnical conclusions and recommendations, and signing and  sealing the geotechnical report.   RELEVANT PROJECT EXPERIENCE  CITY OF DEL MAR   1050 Camino Del Mar  Del Mar, CA 92014  Contact/Phone  Joe Bride, P.E.  P: 858.755.9313  City of Del Mar Professional Consulting Services  Agreement, Del Mar, CA. Project Manager and  Geologist during a geotechnical investigation for  the design and construction of the Camino del  Mar Crossing project. Proposed improvements  consisted of trenchless pipeline construction for  the installation of a new water pipeline beneath  Camino del Mar and other ancillary  improvements.   CITY OF SAN DIEGO  525 B Street, Suite 750  San Diego, CA 92101  Contact/Phone  Serpil Yazar, P.E.  P: 619.533.4207  City of San Diego Euclid and Market Complete  Street Project, Slope Repair Phase, San Diego,  CA. Project Geologist during a geotechnical  investigation for the design of one mile of  roadway widening and green infrastructure  improvements including storm water catch  basins, permeable pavements, storm water  treatment Silva Cells, new sidewalk, and new  curb and gutter. Trenchless pipeline construction  is proposed along Euclid Avenue beneath the  existing MTS Trolley Line. Field geologist during  multiple phases (change orders) of slope repair  and fill slope reconstruction.   7 |PAGE City of Diamond Bar RFP – On-Call Civil Engineering and Architectural Services MTGL #P-23-347 Capacity: General Engineering Services – Inspection Services May 26, 2023  DANIEL RICHARDSON, P.E.  Senior Project Engineer  EXPERIENCE  Years of Experience:  10  Years with MTGL:  2  EDUCATION  B.S. Civil Engineering, San Diego State University, San Diego LICENSES  /CERTIFICATIONS  State of California Professional Civil Engineer, CE #89379 Daniel Richardson has over nine (9) years of experience providing geotechnical  engineering services and has worked on hundreds of geotechnical investigations  of varying size and type; lightly loaded structures; new buildings; pedestrian, rail,  and motorized vehicle bridges; rehabilitation, reconstruction, and new  construction of streets and highways; airport taxiways and runways; light and  heavy rail; pipelines; hospitals; and K‐12 and community college projects. He has  experience drilling and logging geotechnical borings using various methods,  which are selected as appropriate for the type of project or the project’s access  restrictions. He has drilled for project’s using tripod‐mounted hollow‐stem auger  drill‐rigs. He has also logged test pits excavated by backhoes and excavators and  has excavated shallow borings using hand augers and hand tools.  Daniel has been the responsible engineer in charge for many of the geotechnical  investigations he has worked on. Duties in this capacity generally included  reviewing the proposed improvements along with readily available geologic and  geotechnical information at the site to develop an appropriate scope of work,  assigning laboratory tests to evaluate pertinent engineering properties,  reviewing field and laboratory data, performing engineering analyses, providing  geotechnical conclusions and recommendations, and signing and sealing the  geotechnical report.   RELEVANT PROJECT EXPERIENCE  CITY OF FULLERTON  303 W. Commonwealth Ave.  Fullerton, CA 92832  Contact/Phone  David Grantham, P.E.  P: 714.738.6853  City of Fullerton, On‐Call Professional  Engineering Services for Various Projects,  Fullerton, CA. Project Engineer during  geotechnical engineering services for the  project consisted of pavement rehabilitation  recommendations for three (3) separate  segments of residential street.   CITY OF TEMECULA  41000 Main Street  Temecula, CA 92590  Contact/Phone  Ryan Castillo  P: 951.694.6411  City of Temecula, Citywide Slurry Seal  Additional Scope, Temecula, CA. Project  Engineer during slurry seal inspection and  laboratory testing services for the project  consisted of citywide slurry seal program  2021/22, PW22‐02.   KIMLEY‐HORN & ASSOCIATES  401 B Street, Suite 600  San Diego, CA 92101  Contact/Phone  Juliana Richards, P.E., OSD  P: 619.234.9411  Osuna Trail Segment and Pedestrian Bridge  at San Dieguito River Park, San Diego, CA.  Senior Engineer during a geotechnical  memorandum to supplement the Preliminary  Foundation Report by Geocon for the  proposed project site is located  approximately 1,700 feet east of Via De La  Valle, and within the northern limits of the  City of San Diego south of the County of San  Diego.  8 |PAGE City of Diamond Bar RFP – On-Call Civil Engineering and Architectural Services MTGL #P-23-347 Capacity: General Engineering Services – Inspection Services May 26, 2023  JAY ROWERDINK, E.I.T.  Staff Engineer  EXPERIENCE  Years of Experience:  5  Years with MTGL:  5  EDUCATION  B.S. Civil Engineering, San Diego State University, San Diego LICENSES  /CERTIFICATIONS  Engineer‐In‐Training #168434; ACI (Concrete Field‐ Testing Grade I); Caltrans (CT 504, 518, 523, 539, 540, 543, 556, 557) APNGA Portable Nuclear Gauge Safety; OSHA 30‐Hour Outreach Training for the Construction Industry Jay Rowerdink has over five (5) years of experience with civil engineering  experience including field materials testing and site exploration/investigation  (findings), compiling and reporting data (groundwater details, lab testing,  compaction reports, and grading), and construction observation/monitoring to  assure compliance with recommendations.   He assists MTGL’s Principal Geotechnical Engineer, Isaac Chun, P.E., G.E., and  other engineers with anything related to geotechnical and materials testing  services. He is responsible and professional especially in regarding to materials  testing and inspection services. He will also be responsible for preparing and  submitting completed reports of all on‐site activities on daily basis.  He brings excellent documentation skills, along with an aptitude for identifying  construction difficulties early on and resolving those issues expeditiously. His  recent experience has allowed him to develop strong skills in working efficiently  and proactively on any project. His communication skills, diligence, and  dedication to his profession make him a great addition to any project team.  RELEVANT PROJECT EXPERIENCE  CITY OF FULLERTON  303 W. Commonwealth Ave.  Fullerton, CA 92832  Contact/Phone  David Grantham, P.E.  P: 714.738.6853  City of Fullerton, On‐Call Professional  Engineering Services for Various Projects,  Fullerton, CA. Staff Engineer in assisting  MTGL’s engineer providing field materials  testing and site exploration/investigation  (findings), compiling and reporting data (lab  testing) and construction observation,  monitoring to assure compliance with  recommendations.   CITY OF ANAHEIM  200 S. Anaheim Boulevard  Anaheim, CA 92805  Contact/Phone  Michelle Lee  C: 714.231.8377  City of Anaheim, On‐Call Material Testing,  Deputy Inspection, and Environmental  Engineering Services, Anaheim, CA. Staff  Engineer providing geotechnical material  testing and inspection services for to support  the City of Anaheim’s Department of Public  Works projects.   CITY OF LYNWOOD  C/O TRANSTECH ENGINEER  13367 Benson Avenue  Chino, CA 91710  Contact/Phone  Ali Cayir, P.E.  P: 909‐595‐8599  ali.cayir@transtech.org  City of Lynwood Residential Street  Improvement, Lynwood, CA. Staff Engineer  during materials testing services for the  residential street improvement project  consisted of the street surfaces were paved  with asphalt concrete and, in certain areas,  underlain by aggregate base or placed on  subgrade with some binding material.   9 |PAGE City of Diamond Bar RFP – On-Call Civil Engineering and Architectural Services MTGL #P-23-347 Capacity: General Engineering Services – Inspection Services May 26, 2023  ROBERT SCHUBERT  Laboratory Manager  EXPERIENCE  Years of Experience:  15  Years with MTGL:  6  LICENSES  /CERTIFICATIONS  ACI (Aggregate Testing Level 1, Concrete Strength Testing, Concrete Laboratory Testing Level 1, Aggregate Base Testing, Concrete Field‐Testing Grade I, Masonry Laboratory Testing) Caltrans (CT 105, 125AGG, 125HMA, 201, 202, 205, 216, 217, 226, 227, 229, 306, 504, 518, 521, 523, 523.1, 523.2, 539, 540, 543, 556, 557); AASHTO/ASTM (T11, T27, R47, R76, T166, T176, T209, T255, T269, T275, T308, T329, T335) NICET #145834 Materials Testing (Level II: Asphalt, Concrete; Level III: Soils) APNGA (USDOT Hazmat, Nuclear Gauge Safety) OSHA 10 Robert Schubert has over 15 years of experience in the construction industry.   His background provides him with a wide range of experience in testing and  inspection which includes concrete, soil, concrete masonry units, reinforcing  steel, fireproofing, and aggregates. He has in‐depth knowledge of standard test  methods published by ASTM, AASHTO and Caltrans.  He is knowledgeable of all relevant standard compliance and code  requirements. He brings excellent documentation skills, along with an aptitude  for identifying construction difficulties early on and resolving those issues  expeditiously.  He has successfully self‐performed in third‐party accreditation audits from  agencies such as AASHTO Materials Reference Laboratory (AMRL), Cement and  Concrete Reference Laboratory (CCRL), Caltrans, Division of the State Architect  (DSA), and the United States Army Corps of Engineers (USACE).  RELEVANT PROJECT EXPERIENCE  CITY OF FULLERTON  303 W. Commonwealth Ave,  Fullerton, CA 92832  Contact/Phone  David Grantham, P.E.  P: 714.738.6853  Tiffany Foo, P.E.  P: 714.738.6321  City of Fullerton, On‐Call Professional  Engineering Services for Various  Projects, Fullerton, CA. As Laboratory  Supervisor, he ensures that all required  testing of soil and asphalt samples were  performed in accordance with standard  test methods of American Society of  Testing and Materials (ASTM), American  Association of State Highway and  Transportation Officials (AASHTO), and  California Department of Transportation  (CTM) as specified in the project  specifications and the City of Fullerton  standards  CITY OF LYNWOOD  c/o Transtech Engineers  13367 Bensen Ave,  Chino, CA 91710  Contact/Phone  Ali Cayir, P.E.  P: 909.595.8599  City of Lynwood, Residential Street  Improvement, Lynwood, CA. Laboratory  Technician for the project consisted of  the street surfaces were paved with  asphalt concrete and, in certain areas,  underlain by aggregate base or placed  on subgrade with binding material.  CITY OF ANAHEIM  200 South Anaheim Blvd.,  Anaheim, CA 92805  Contact/Phone  Michelle Lee  P: 714.765.5176  City of Anaheim, State College  Boulevard Improvements from Ball  Road to SR91 Freeway, Anaheim, CA.  Laboratory Supervisor during materials  testing services included AC and PCC  placement inspection, testing, and  compaction testing.  10 |PAGE City of Diamond Bar RFP – On-Call Civil Engineering and Architectural Services MTGL #P-23-347 Capacity: General Engineering Services – Inspection Services May 26, 2023  SAUL CRUZ  Field Supervisor/DSA Project Inspector Class 2/Special Inspector  EXPERIENCE  Years of Experience:  11  Years with MTGL:  6  LICENSES/CERTIFICATIONS  DSA (Masonry #6023, Shotcrete #6176, Project Inspector Class 2 #6228) AWS #16060251(CWI) ASNT Course #103A Ultrasonics 1 ICC #8112015 (Structural Steel and Bolting, Structural Welding, Structural Masonry, Spray‐applied Fireproofing, Reinforced Concrete, Prestressed Concrete, California Commercial Mechanical, Master of Special Inspection, California DSA Shotcrete) ACI #1322996 (Concrete Field‐Testing Grade I, Adhesive Anchor Installation, Masonry Field‐Testing); PCI Quality Control Personnel Certification Technician (Level I #17141, Level II #17142) City of Los Angeles #P038816 (Steel) Face F‐Number Measurement; IFC Firestop Special Inspection (ICC Course 10472); IFC Hands‐on Multi‐ manufacture 4+ Firestop Product Training (ICC Course 12429); APNGA Radiation Safety Officer; APNGA Portable Nuclear Gauge Safety and USDOT Hazmat ( Hazmat Refresher Training) Saul Cruz is a Multi‐Certified Inspector and DSA Project Inspector Class 2 with  extensive experience with source, fabrication, mechanical splicing, structural  connections, and other materials fabrication inspection. He is certified in every  construction related inspection category. His among inspection a variety  experience of construction extends methods to fabrication of structure types  including; MSE Walls, Steel Frames for Towers and Bridge Formwork, Reinforced  Concrete Elements, Mechanical Vessels, Earth Retaining Structures, Drainage  Facilities, and Pipes and other hollow structural sections. His experience on  projects ranging from small to large facilities construction. He has a good  understanding of the compliance with DSA and OSHPD.  He is also the Assistant Safety Manager. His responsibilities are to ensure  compliance with applicable federal, state, and local regulations pertaining to  health, safety, and environmental issues. Communication is one of his keys to  maintaining projects on track. He provides training and direction for our staff  and anticipate an increase of inspection coverage with the adequate  information.  RELEVANT PROJECT EXPERIENCE  CITY OF MANHATTAN BEACH  3621 Bell Avenue  Manhattan Beach, CA 90206  Contact/Phone  Helen Shi, Senior Civil Engineer  P: 310‐802‐5354  hshi@citymb.info  City of Manhattan Beach, Traffic Signal  Modification – Sepulveda Boulevard/8th  Street, Manhattan Beach, CA. Field  Supervisor, responsible for operations with  technicians to ensure all applicable codes  are compliance during inspections and  testing activities for the project consisted of  traffic signal modification for the Sepulveda  Boulevard at 8th Street.  FRONTIER‐KEMPER/TUTOR  PERINI, JV  15900 Olden Street  Sylmar, CA 91342  Contact/Phone  Doc Kim, P.E.  Project Quality Manager  P: 818‐362‐2062    dkim@frontierkemper.com  Metro Westside Purple Line Extension  Section 3 – Tunnels, Los Angeles, CA. Field  Supervisor, responsible for operations with  inspectors and technicians ensured all  applicable codes were compliance during  inspections and testing activities for the  project consists of two (2) bored subway  tunnels, 13,680 LF excavated using Earth  Pressure Balance TBMs.   RAILWORKS TRACK SERVICES   12740 Lakeland Road, Suite B  Santa Fe Springs, CA 90670  Contact/Phone  Nelson Tong  P: 562‐447‐8671  nelson.tong@railworks.com   Metro Blue Line Track/System  Refurbishment, Los Angeles, CA. Field  Supervisor, responsible for operations with  inspectors and technicians ensured all  applicable codes were compliance during  inspections and testing activities for the  project refurbishment of the Blue Line track  and signal system to enhance safety and  provide upgrades to the oldest light rail line  in the Los Angeles area.   11 |PAGE City of Diamond Bar RFP – On-Call Civil Engineering and Architectural Services MTGL #P-23-347 Capacity: General Engineering Services – Inspection Services May 26, 2023  FIRM’S EXPERIENCE/REFERENCES  Our experience extends to projects directly overseen by nearly every type of oversight agency, funding agency,  service agency, utility company, construction administration organization, government, and many other public  agencies.   MTGL also services related projects in the City’s Capital Improvement Plan (CIP), including sidewalk replacement,  ADA ramp construction, secondary road rehabilitation, curb and gutter replacement, and arterial road‐related  construction projects.  MTGL previously work with the City of Diamond Bar on the Summitridge Park Community/Senior Center project  in March 2003 to December 2004.   RELATED EXPERIENCE  CITY OF ANAHEIM ON‐CALL MATERIAL TESTING,  DEPUTY INSPECTION, AND ENVIRONMENTAL  ENGINEERING SERVICES  Anaheim, California  MTGL is providing On‐Call Professional Services for material testing,  deputy inspection, and environmental engineering services to  support the City of Anaheim’s Department of Public Works projects  including, but not limited to deputy inspection, material testing,  system testing, geotechnical analysis and testing, environmental  assessments, review of environmental reports, sample testing,  inspector record, review of submittals, report preparation, and  training of City staff.   The following projects are:   Euclid Street Improvements HSIPL‐5055 (have not started yet) MA West Anaheim Water Valve Replacement Project o April 2022 – June 2022 State College Boulevard Improvements from Ball Road to SR91 Freeway o January 2022 – January 2022 City of Anaheim  200 South Anaheim Boulevard  Anaheim, CA 92805  Client Contact:  Rudy Emami, P.E.   Director of Public Works  P: 714‐765‐5176  Raul Garcia  Construction Services Manager  P: 714‐765‐5176  Jose Cortez, P.E.  P: 714‐765‐5039  Michelle Lee, E.I.T.  P: 714‐231‐8377  miclee@anaheim.net   12 |PAGE City of Diamond Bar RFP – On-Call Civil Engineering and Architectural Services MTGL #P-23-347 Capacity: General Engineering Services – Inspection Services May 26, 2023  ON‐CALL PROFESSIONAL GEOTECHNICAL AND  MATERIAL TESTING SERVICES  Buena Park, California  MTGL is providing on‐call professional surveying, geotechnical and  material testing services for the City of Buena Park including the  following scope of services:  Geotechnical observation, field testing, laboratory work, reports, and other geotechnical‐related items. Field exploration and site reconnaissance. Review of various plans for geotechnical compliance. Preparation of design and construction/field geotechnical recommendations and reports. Attend field meetings, construction material plant checks, and other discipline‐related field activities.  Provided third‐party plans, specifications, and estimate reviews related to the subject disciple. Claims evaluation and site/forensic investigation. The following projects are:  21‐22 Annual Slurry Seal Project 631 2022‐2023 Annual Slurry Seal City of Buena Park   6650 Beach Boulevard  Buena Park, CA 90622  Client Contact:  Nabil S. Henein  Director of Public Works – City  Engineer  P: 714‐562‐3672  Nader Alqam, Assistant Engineer  P: 714‐562‐3698  nalqam@buenapark.com  Jason Tran, E.I.T.  Assistant Engineer  P: 714‐562‐3680  jasontran@buenapark.com  13 |PAGE City of Diamond Bar RFP – On-Call Civil Engineering and Architectural Services MTGL #P-23-347 Capacity: General Engineering Services – Inspection Services May 26, 2023  JURUPA COMMUNITY SERVICES DISTRICT  ON‐CALL PROFESSIONAL SERVICES  Jurupa Valley, California  MTGL has an agreement with the Jurupa Community Services  District to provide on‐call professional services.  INSPECTION SERVICES  Provide construction inspection work to ensure conformance with the project documents. Conduct field reviews. Attend pre‐construction and project meetings. Maintain daily reports, and document work progress. Verify all tests are conducted and passed satisfactorily. Review work performed and process pay estimates. Final punch List and walkthrough with Contractor GEOTECHNICAL SERVICES  Design/Consulting Services  Project soil analysis and recommendations on soil improvement. Groundwater investigation and control. Foundation engineering and inspection for structures, i.e., footing and slab. Construction Support Service  Compaction testing/inspection. Laboratory testing of soils and aggregates. Equivalent Tests. Final compaction and quality compliance report including pavement inspection and testing including preparation of pavement structural section based upon laboratory. R‐value, sieve analysis, and sand equivalent testing. Jurupa Community Services District  11201 Harrel Street  Jurupa Valley, CA 91752  Client Contact:  Keith Backus, Project Manager  P: 951‐685‐7434  kbackus@jcsd.us  Duration:  August 22, 2022 – August 25, 2025  14 |PAGE City of Diamond Bar RFP – On-Call Civil Engineering and Architectural Services MTGL #P-23-347 Capacity: General Engineering Services – Inspection Services May 26, 2023  CITY OF LA CAÑADA‐FLINTRIDGE  La Cañada‐Flintridge, California  MTGL has an agreement for contract services with the City of La  Cañada‐Flintridge to provide on‐call geotechnical engineering  services on an as‐needed basis, which shall include, but not limited  to, the following.   Perform geologic and geotechnical investigations. Provide all material source inspection, sampling and testing by a qualified materials engineer.  Perform laboratory testing and geotechnical analyses of representative soils borings. Typical laboratory tests include, but not limited to, grain size analysis, in‐situ density, moisture content, sand equivalency, maximum density/optimum moisture content, direct shear strength and R‐value. Observation, measurement of temperature, sampling and laboratory testing for the evaluation all Asphalt Concrete (AC) and Asphalt Rubber Hot Mix (ARHM pavement at the site. Perform field density testing using nuclear gauge during construction. Prepare daily field reports. Define the parameters for controlled fill, backfill, subgrade preparations, over‐excavation and re‐compact, utility trenches, etc. Prepare geotechnical report based on the findings during the site investigation and shall include, but not limited to, soils borings (location, type and depth), laboratory testing of soil samples, site conditions, mitigation measures, recommendations, etc. Provide direction for any special surface and/or subgrade soil treatments required. City of La Cañada‐Flintridge  One Civic Center Drive  La Cañada‐Flintridge, CA 91011  Client Contact:  Maged El‐Rabaa  City of Engineer  P: 818‐790‐8880  Nasser Shoushtarian  Senior Civil Engineer  P: 818‐790‐8880  Duration:  February 8, 2022 – Current   15 |PAGE City of Diamond Bar RFP – On-Call Civil Engineering and Architectural Services MTGL #P-23-347 Capacity: General Engineering Services – Inspection Services May 26, 2023  Brookhurst Street Bridge Fairview Road Bridge I405‐SR73 Connector Magnolia Street Bridge  Santa Ana River  Overcrossing/Euclid Street  Talbert Avenue Bridge Ward Street Bridge Warner Avenue Bridge  ORANGE COUNTY TRANSPORTATION  AUTHORITY (OCTA) DB INTERSTATE 405  IMPROVEMENT PROJECT (SR73 TO I ‐605), 12‐OH1004  MTGL is contracted by Jacobs Project Management to provide  materials testing and inspection services including reinforced  concrete, concrete paving, concrete batch plant, asphalt batch  plant, concrete compression tests, concrete flexural testing,  concrete sampling, asphalt sampling, soils compaction, compaction  with nuclear gauge, and laboratory testing.   The purpose of the project is to increase freeway capacity, improve  traffic and interchange operations, and enhance road safety to meet  state and federal standards. The project is in conjunction with the  construction of the design‐build (DB) of I‐405 improvement  between State Route 73 (SR73) and I‐605.  MTGL is providing services for the expansion and new construction  of overcrossings including the following:  Brookhurst Street Bridge Fairview Road Bridge Talbert Avenue Bridge Euclid Street Bridge Magnolia Street Bridge Warner Avenue Bridge Ward Street Bridge I‐405‐SR‐73 Express Lanes Connector JACOBS PROJECT MANAGEMENT  2600 Michelson Drive, Suite 500  Irvine, CA 92612  Client Contact:  Ken Bui, P.E.  (714)400‐7988 Construction Cost:  $1.9 billion  Duration:  June 2017 ‐ Present  16 |PAGE City of Diamond Bar RFP – On-Call Civil Engineering and Architectural Services MTGL #P-23-347 Capacity: General Engineering Services – Inspection Services May 26, 2023  City of Temecula  43200 Business Park Drive  Temecula, CA 92590  Client Contact  Shawna Bennetts,   Associate Civil Engineer  P: 951‐506‐5167  Shawna.bennetts@temeculaca.gov  Ryan Castillo  Supervising Public Works Inspector  P: 951‐693‐3964  Ryan.castillo@temeculaca.gov  COMPLETE CITYWIDE RESIDENTIAL STREET  SLURRY SEAL PROGRAM (RESIDENTIAL  ROADWAYS SLURRY SEAL INSPECTION AND  TESTING) | Duration: August 2021‐ November 2021 CITYWIDE PAVEMENT REHABILITATION  PROGRAM PW19‐08 BUTTERFIELD STAGE AND  PAUBA ROAD  Duration: July 2021‐December 2021  Removal and recompacting of roadway including high performance  asphalt specifications.  REFERENCES  1  CLIENT NAME AND  ADDRESS  CITY OF ANAHEIM   200 South Anaheim Boulevard, Anaheim, California 92805  CLIENT CONTACT  INFORMATION  Michelle Lee, E.I.T. | P: 714‐231‐8377 | miclee@anaheim.net  Jose Cortez, P.E. | P: 714‐765‐5039  2  CLIENT NAME AND  ADDRESS  CITY OF BUENA PARK  6650 Beach Boulevard, Buena Park, California 90622  CLIENT CONTACT  INFORMATION  Nader Alqam, Assistant Engineer | P: 714‐562‐3698 | nalquam@buenapark.com  Jason Tran, E.I.T. | P: 714‐562‐3680 | jasontran@buenapark.com   3  CLIENT NAME AND  ADDRESS  CITY OF TEMECULA  43200 Business Park Drive, Temecula, California 92590  CLIENT CONTACT  INFORMATION  Ryan Castillo, Supervising Public Works Inspector  P: 951‐693‐3964 | ryan.castillo@temeculaca.gov   4  CLIENT NAME AND  ADDRESS  CITY OF LA CAÑADA‐FLINTRIDGE  One Civic Center Drive, La Cañada‐Flintridge, California 91011  CLIENT CONTACT  INFORMATION  Maged El‐Rabaa, P.E., City Engineer  P: 818‐790‐8882 x205 | cityengineer@lcf.ca.gov   17 |PAGE City of Diamond Bar RFP – On-Call Civil Engineering and Architectural Services MTGL #P-23-347 Capacity: General Engineering Services – Inspection Services May 26, 2023  PROJECT UNDERSTANDING  We understand that the City of Diamond Bar (City) RFP for Professional Civil Engineering and Architectural Services  is to retain multiple firms to provide consulting services to augment the City’s professional capabilities and to  provide high quality, timely expertise, as needed for a period of three (3) years commencing July 1, 2023 with the  option to extend an additional two (2) years.   Our approach and scope of work as follows:  For new projects needing construction materials inspection and testing services, we first do a thorough review of  the project’s plans and specifications along with the construction schedule to identify the scope of work needed  and for an approximate frequency and duration. Our scope of work will be tailored to address the improvement  project’s inspection and testing requirements, which can include observation and testing of grading excavation  and backfill, aggregate base, asphalt concrete, and PCC concrete placement.   MTGL is fully capable of providing soil and materials testing services required for the successful completion of City  projects.  Once communication is established with city representatives, our project manager and field supervisor will begin  the scheduling for testing and material sampling.  INSPECTION AND TESTING REQUESTS  Our dispatchers and laboratory staff currently use QESTLab, a program designed to mainstream our projects with  scheduling, field reporting, material sampling, and testing. QESTLab allows our document control to remain in on  one platform.  The city representative can contact our scheduling dispatch department for inspection and testing requests. Our  friendly dispatcher will take the call and collect as much as information as possible as regarding the inspection and  testing, or if an email request is submitted our dispatcher will respond confirming the inspection and testing has  been reserved.  SOIL COMPACTION AND GRADING  Our services will consist of compaction testing of the backfill and paved areas on site and within the street right of  way. MTGL's services will consist of performing in‐place density tests by the Caltrans nuclear gauge method CT  231 or CT 375 to determine water content, maximum density, and optimum moisture.  Trench backfill compaction tests will be taken at locations and frequencies in accordance with guidelines provided  by applicable requirements. In addition, subgrade compaction testing of paved areas on‐site and within the street  right of way will be taken at locations and frequencies in accordance with guidelines provided by the City. Test  locations will be selected by our technician at locations that represent the surface appearance of the subgrade at  the time of testing.  Additionally, MTGL's services will provide observations and testing of excavation during grading, rough grading  operations, soil tests, and submittal of a soil grading report. Our technician will observe rough grading operations  on a full‐time basis. Water content, in‐place density (compaction), maximum density and optimum moisture,  expansion index, and soluble sulfate test will be performed at a frequency and at locations selected by the soil  engineer.   During the courses of construction, we will notify the City in writing, with a copy to the contractor, if in our opinion,  any time the work is not in conformance with the plans and specifications. Upon completion of the work, we will  prepare a final report for the city which will summarize our observations and the results of all tests performed.  The final report will contain recommendations and opinions regarding the conformance of the completed rough  grading to the intent of the plans, soil engineering reports, and specifications signed by a California Registered  Geotechnical Engineer.  18 |PAGE City of Diamond Bar RFP – On-Call Civil Engineering and Architectural Services MTGL #P-23-347 Capacity: General Engineering Services – Inspection Services May 26, 2023  CONCRETE MATERIAL TESTING  Our services will consist of continual concrete inspection during the concrete placement, for conformance to  approved plans, specifications, and building codes. During concrete placement, our inspector will fabricate four  (4)compression test specimens for every 150 cubic yards of concrete placed. MTGL will provide testing at different intervals per request or project requirements. Test cylinders will be cured in  our laboratory until they are tested in accordance with ASTM C192. A compression test will be performed in  accordance with ASTM C39 at seven (7) and 28 days, respectively, or by the City requirement.  ASPHALTIC CONCRETE TESTING  Our services will also include laboratory testing of the aggregate base and asphaltic concrete. Services will include  Hveem stabilimeter, sieve analysis, sand equivalents, and R‐value testing of aggregate base. Tests will be  performed on materials sampled at random locations and at frequencies based on the project specifications.  Testing requirements for oil content of asphalt can be met with our Rapid Ignition Oven, providing real‐time results  to batch plants supplying asphalt.  STRUCTURAL STEEL INSPECTION  For structural steel inspection, our supervisor reviews welding procedures for compliance with code and project  requirements. During the fabrication, our inspector will observe the fabrication practices and ensure the materials  follow the project requirement. Visually inspect the weld and generate a welding report associated with each  member welded. Field welding will also be observed by a certified inspector providing daily field reports indicating  the progress of the steel erection, bolting, and decking.  LABORATORY AND FIELD TEST RESULT DISTRIBUTION  A list of contacts is created for the distribution of daily inspection reports, field tests, laboratory test reports, and  engineering letters issued by MTGL at specified dates. Field inspectors utilize QESTField, an application designed  for the creation of field reports and tracking hours for accounting purposes. Reports are signed electronically on  the inspector's device and distributed at the end of the inspection. Our inspectors are also equipped with a link to  the project's relevant documents such as project specifications, approved drawings, tests conducted in the  field/lab, previously issued daily field reports, and contact information for site contacts.  CONTROL OF NON‐CONFORMING WORK  MTGL has a policy and procedure that is implemented if non‐compliances are identified by our inspector, the  report will be distributed right away to the general contractor, subcontractor, engineer, and client. MTGL will hold  the inspection report as non‐compliance. MTGL's engineering manager will follow these steps:  Evaluate the significance of the nonconforming work. Immediately address the issue. Determine the acceptability of the nonconforming work. Re‐test the work (with the client's approval). Contact the client via telephone or email. QUALITY ASSURANCE AND QUALITY CONTROL (QA/QC) PROGRAM  We maintain our effective QA/QC Program to measure and verify testing performance throughout the course of the project. We ensure that data requirements are met for accuracy, precision, and completeness during the use of our proven methodologies. We will provide flexibility to allow controlled changes in routine methodology to meet specific contract requirements. Our staff are trained to recognize mistakes as early as possible to provide correction for any factors that adversely affect the quality of the work. We monitor operational performance of the testing on a routine basis, and provide corrective action as needed to meet requirements. We maintain complete records of field observation, sample taking and submittal, laboratory performance, and completed analyses to verify resulting data. 19 |PAGE City of Diamond Bar RFP – On-Call Civil Engineering and Architectural Services MTGL #P-23-347 Capacity: General Engineering Services – Inspection Services May 26, 2023  In depth site review and client contact in order to determine equipment type (limited access rig, truck mounted drill rig, hand auger, etc.) and location of investigatory borings/excavations. Private utility location prior to any excavation or drilling, in addition to the required notification of DigAlert USA. MTGL will conduct daily field meetings between project management team and field team in order to ensure crew is familiar with requirements of QA program and how those requirements apply to specific project. Experienced MTGL personnel will complete field boring logs as the work is being performed so that existing site conditions can be identified as accurately as possible. Any issues observed during work will be recorded on daily reports. These issues will be identified by equipment of issue, location of issue, description of issue, date and time of issue, and resolution. If resolution cannot be immediately identified, the work may require a stoppage until the issue can be resolved with the input of the project management team, principal engineer, and the client. Continued poor performance or multiple deficiencies will constitute grounds to replace equipment or contract personnel. Any out‐of‐scope work identified will not be completed without direction from the client. If a task is determined to be out‐of‐scope, the principal‐in‐charge will be informed, and a contract amendment request will be prepared in a timely manner. Any documents provided as a summary of work or report will have gone through, at minimum, two (2) reviews by MTGL staff in order to identify discrepancies between the data in the report and the information which was obtained from the field work by the time it has been delivered to the City. All figures, maps, drawings, and tables are examined by MTGL’s engineers to ensure relevance and accuracy. MTGL actively monitors and tracks staff certifications and conducts in‐house training for field and laboratory personnel. Our laboratory manager is responsible for the training program and maintenance of all training records. Per corporate policy, the laboratory supervisor completes a “Technician Training and Evaluation Record” for each technician and copies of the results of all training are distributed to the Registered Engineer for review. Training records are retained in the laboratory office. All materials technicians are trained prior to performing test procedures not previously performed. METHOD OF CONSULTANT’S PROJECT REPORTING (PROJECT MANAGEMENT APPROACH)  Communication  Our core value is to work closely with and to communicate regularly with the city/owner and other prime team  members. Our engineers, inspectors and field technicians value good communication and dialogue with the City  Representative and rest of the project team.   Our communication for service starts from the City Representative, on the project who will determine the need  for testing and inspection as defined in the plans and specifications. Although we request notice of 24 hours for  material testing or inspection requests, our dispatch department will process the requests for the following day’s  service up to 4:00 PM the day prior. We also make every possible attempt to cover last‐minute requests with our  first available technician.   In‐House Resources  MTGL uses the following in‐house resources:  Computer Capabilities:  HP Elite Desktop with Microsoft Windows version. Software and Program Applications:  Microsoft Applications (Word, Excel, Access, Outlook, Power point); Adobe (Acrobat .pdf, Illustrator, Photoshop, InDesign); AutoCad, Web Verizon Text, Deltek Database, Geosystem, SharePoint, SpectraQEST. Electronic Record Keeping:  Internal Server, Geosystem for soils report, and cloud‐based file storage. Communication:  Telephone, Fax Machine, Cell Phone, Microsoft Outlook (eMail), Web Verizon Text. Laboratory Equipment: A list is available upon request. 20 |PAGE City of Diamond Bar RFP – On-Call Civil Engineering and Architectural Services MTGL #P-23-347 Capacity: General Engineering Services – Inspection Services May 26, 2023  Accounting System  Billing is performed on a weekly basis along with labor compliance reports. Daily reports are submitted with each  billing as backup to our invoicing. We monitor re‐testing of any failed tests to assist the City in regaining costs for  inspection of failing tests due to the contractor and subcontractors’ inadequate work.   MTGL utilizes a project‐based software system to ensure accountability and  cohesiveness of all financial transactions and fiscal requirements. Our  Accounting System (Deltek Vision) is specifically designed to support the  complete lifecycle of the project. Vision’s customizable dashboards help  measure and track critical financial project functions.   From project initiation all the way to project execution and evaluation, Vision  provides measurable benefits that included improved client customization and  streamlined financial management. Our accounting system is the ideal tracking  system for the quality oversight industry, ensuring cohesiveness of all areas of  project management, budget tracking, and labor compliance.  Deficiency Log  Any deficiency found will be immediately brought to the City’s representative, construction manager, the  Contractor and if applicable, the sub‐contractor involved. If the deficiency is not resolved within 72 hours, we will  distribute a deficiency log to all parties involved. We will proactively work with the party responsible for the  deficiency to ensure that it is resolved.  Invoicing  MTGL can submit invoices on a weekly/monthly basis that will itemize each task performed, the number of hours  worked per person/consultant, the rate per hour for each person/consultant, total contract amount, percent  complete for specified work items, and the remaining contract amount, along with labor compliance reports.   21 |PAGE PROFESSIONAL SERVICES UNIT  RATE LAB TESTING ‐ CONCRETE UNIT  RATE  Staff Engineer / Geologist HR  $       115.00 C39 Compressive Strength ‐ Concrete Cylinders (6" x 12") EACH  $        35.00  Project Manager/Engineer/Geologist HR  $       135.00 C39 Compressive Strength ‐ Cores (6" Max. Diameter)EACH  $        55.00  Principal Engineer/Geologist HR  $       175.00 C78 Flexural Strength ‐ Beams (6" x 6")EACH  $        60.00  Draftsperson HR  $         70.00 C157 Concrete Shrinkage (Set of 3)SET  $      350.00  Administrative (Per Monthly Invoice)5%C174 Handling Charge ‐ Cylinders Not Broken/Hold EACH  $        65.00  Project Setup Fee  $       200.00 C192 Concrete Trial Batch w/ Lab Testing EACH  $   1,100.00  Certified Payroll (Per Pay Period) $         95.00 C469 Modulus of Elasticity EACH  $      150.00  C495 Comp. Strength ‐ Lightweight Concrete Fill EACH  $        45.00  FIELD INSPECTION PERSONNEL UNIT  RATE Handling Charge ‐ Beams Not Broken/Hold EACH  $        50.00  ICC Special Inspector HR  $        105.00 C496 Tensile Strength, Splitting EACH  $        75.00  Soils/Asphalt Technician HR  $        105.00 C567 Unit Weight (Hardened Lightweight Concrete)EACH  $        50.00  AWS/CWI Welding Inspector HR  $        105.00 C1140 Shotcrete Panel Test EACH  $      300.00  NDT Inspector HR  $       135.00 Core Trimming (In Laboratory)EACH  $        55.00  Field/Lab Supervisor HR  $       135.00  DSA Masonry/Shotcrete Inspector HR  $       125.00 LAB TESTING ‐ ASPHALT UNIT  RATE  L.A. Deputy Grading Inspector HR  $       145.00 D1188 Core Density Parafilm Coated EACH  $        85.00  L.A. City Special Inspector HR  $       145.00 D1560 Stabilometer ‐ HVEEM EACH  $      290.00  Multi‐Certified Inspector HR  $       135.00 D1561 Max Density ‐  HVEEM EACH  $      195.00  Pull l Torque Testing Technician HR  $        105.00 D2172 Asphalt Content by Solvents EACH  $      250.00  Batch Plant (Concrete or Asphalt) Technician HR  $        105.00 D3910 Wet Track Abrasion EACH  $      195.00  Firestopping Inspection HR 180.00$        D5444 Gradation of Extracted Agg EACH  $      275.00  Floor Flatness / Levelness  (Inc. Equipment)DAY  $   1,500.00 D6307 Asphalt Content by Ignition EACH  $      245.00  Prestressed/Post Tensioned Inspector HR   $        105.00 D6926 Max Density ‐ Marshall EACH  $      295.00  Concrete, Masonry, Asphalt Coring or Sawing QUOTE D6927 Stability and Flow ‐ Marshall EACH  $      375.00  Travel Time HR  Tech Rate T209/D2041 Theoretical Maximum Density EACH  $      150.00  Mileage MILE  $           0.58 T324 Hamburg Wheel EACH  $   1,000.00  CT 370 Moisture Content EACH  $        70.00  LAB TESTING ‐ SOIL UNIT  RATE  D422 Hydrometer Analysis EACH  $       175.00 LAB TESTING ‐ MASONRY UNIT  RATE  D422 Sieve Analysis of Soil EACH  $       200.00 C109 Mortar ‐  2" Cube Compressive Strength EACH  $        40.00  D558 Soil Cement ‐ Maximum Density EACH  $       300.00 C140 Block ‐ Compressive Strength EACH  $        75.00  D559 Soil Cement ‐  Sample Preparation EACH  $       100.00 C140 Block ‐ Moisture & Absorption EACH  $        80.00  D854 Specific Gravity of Soils EACH  $       125.00 C140 Block ‐ Unit Weight & Measurements EACH  $      275.00  D1140 Materials Finer than #200 (Sieve)EACH  $         60.00 C426 Block ‐ Linear Shrinkage EACH  $      180.00  D1557 Maximum Density EACH  $       290.00 C780 Mortar ‐  (2" x 4") Cylinders Comp. Strength EACH  $        35.00  D1883 California Bearing Ratio (CBR)EACH  QUOTE C1019 Grout Prisms ‐ Compressive Strength EACH  $        35.00  D2216 Soil Moisture Content by Mass EACH  $         25.00 Handling Charge (Cylinders/Cubes/Prisms) Not Broken/Holds EACH  $        75.00  D2419 Sand Equivalent EACH  $       110.00 C1314 CMU Grouted Prisms ‐ Comp. Strength (< 8" x 8" x 16")EACH  $      180.00  D2434 Permeability EACH  QUOTE C1314 CMU Grouted Prisms ‐ Comp. Strength (> 8" x 8" x 16")EACH  $      245.00  D2435 Consolidation EACH  $       225.00 C67 Brick ‐ Boil EACH  $        90.00  D2435 Consolidation with Time Rate EACH  $       275.00 C67 Brick ‐ Compressive Strength EACH  $        50.00  D2844 R‐Value & Expansive Pressures 3 Points  $       250.00 C67 Brick ‐ Moisture & Absorption EACH  $        85.00  D2937 Moisture & Density (Ring Samples)EACH  $         30.00  D3080 Direct Shear EACH  $       200.00 LAB TESTING ‐ STEEL UNIT  RATE  D4318 Plasticity Index of Soils EACH  $       145.00 Steel Chemical Analysis/AWS Weld:Macroetch/Fracture/Bend Test EACH  QUOTE  D4829 Expansion Index of Soils EACH  $       135.00 A325 High Strength Bolt, Nut & Washer Conformance (Per Assembly) EACH 180.00$       CT 216 CA Impact Max Density EACH  $       225.00 A370 Brinell & Rockwell Hardness Test EACH  $        80.00  CT 216 CA Impact Rock Correction EACH 95.00$         A370 Nelson Stud Tensile EACH  $      195.00  A370 Rebar Bend & Tensile Test No. 11 Bar & Smaller EACH  $        45.00  LAB TESTING ‐ AGGREGATES UNIT  RATE A615/706 Bend Test No. 11 Bar and Smaller EACH  $        60.00  C40 Organic Impurities in Fine Agg EACH  $         95.00 A615/706 Tensile No. 11 Bar and Smaller EACH  $        65.00  C88 Soundness by Sodium Sulfate EACH  $       315.00 A615/706 Tensile No. 14 Bar and Larger EACH  QUOTE  C123 Percent Lightweight Particles EACH  $       215.00 A416 Prestressing Wire, Tension EACH  $      170.00  C127 Specific Gravity (Coarse Agg)EACH  $       130.00 Sample Preparation (Cutting)EACH  $        80.00  C128 Specific Gravity (Fine Agg)EACH  $       150.00 A416 Prestressing Cable (7 Wire) ‐ Yield & Tensile EACH  $      170.00  C131 Abrasion ‐ Los Angeles Rattler EACH  $       235.00 E605 Fireproofing Unit Weight EACH  $        60.00  C136 Sieve Analysis (Combined Agg)EACH  $       130.00  C136 Sieve Analysis (Fine or Coarse Agg)EACH  $       110.00 EQUIPMENT CHARGES UNIT  RATE  C142 Clay Lumps & Friable Particles EACH  $       135.00 Air Meter DAY  $        30.00  C535 Abrasion (Large Agg) ‐ Los Angeles Rattler EACH  $       235.00 Dye Penetrant Equipment DAY  $        50.00  C566 Moisture Content by Drying EACH  $         25.00 Emissivity Test Kit EACH  $        50.00  CT 227 Cleanness Value EACH  $       230.00 Ground Rod Equipment DAY  $        50.00  D3744 Durability Index EACH  $       180.00 Jacking Assembly DAY  $        65.00  D5821 Flat & Elongated Particles EACH  $       200.00 Magnetic Particle Equipment DAY  $        50.00  T335 Crushed Particles EACH  $       170.00 Nuclear Density Gauge DAY  $        70.00  Pachometer DAY  $        55.00  LAB TESTING ‐ Misc.UNIT  RATE Sand Cone Kit DAY  $        50.00  C67 Roofing Tile Absorption EACH  $         65.00 Schmidt Hammer DAY  $        45.00  C67 Roofing Tile Strength Test EACH  $         60.00 Skidmore‐Wilhelm Bolt Cell DAY  $        65.00  Torque Wrench DAY  $        50.00  Sample Pickup Charges UNIT  RATE Ultrasonic Equipment DAY  $        45.00  Pick up Sample Trip Charge (4hr Minimum)HR  $         65.00 Outside Services Weekend Sample Pick Up Charge (2hr Minimum)HR  $         80.00  MTGL Fee Schedule for Prevailing Wages July 1, 2022 - June 30, 2024 CITY OF DIAMOND BAR Cost +20% 22 |PAGE Minimum Field Hourly Charges Travel Charges & Mileage For Field Technicians, Special Inspectors or any on-site (field) materials testing services: 4 hours: 4-hour minimum charge up to the first four hours of work. 8 hours: 8-hour minimum charge for over four hours of work, up to eight hours. Project time accrued includes portal to portal travel time. Scheduling & Cancellations • A 24-hour notice is required when scheduling an inspection or technician. • A two-hour show -up charge will be applied to any service canceled the same day of service. • Verbal request will be considered authorization to perform billable work. Client shall designate member(s) of staff who have authority to request services and notify MTGL in writing of their authorized representative. Otherwise all service requests are billable. Overtime Rates Laboratory Testing • Work performed in excess of 8 hours per day and / or up to eight (8) hours on Saturdays will be billed at 1.5 times the unit rate. • Work performed on Sunday, recognized holidays, or in excess of eight (8) hours on Saturdays will be billed at 2.0 times the unit rate. • A 20% surcharge will be applied for laboratory tests performed on a Saturday or Sunday. • Work performed by field or laboratory staff outside of normal business hours ( 5:00 AM - 5:00 PM) will be subject to the above overtime rates. • A 2-hour minimum material sample pick-up charge with an hourly rate of $65 will be billed in addition to the prices quoted for testing. • Quoted laboratory test rates assume samples are free of hazardous materials. Handling and testing of samples containing hazardous materials may include additional costs. Administrative Charges Weekend Sample Pick-Ups • All admintstrative costs including report distribution are billed at 5% of the monthly invoice total. • Certified payroll requests will have a processing fee applied for each project, billed at $ϵ5 per payroll week. In order to be in strict conformance with testing standards, it may be required that weekend pick- ups be performed (e.g. concrete specimens cast on Friday must be picked up during weekend to be in conformance with ASTM C31 requiring specimens to be moved to their final curing location within 48 hours of casting.) Applicable charges for weekend work will apply when this is required. Should these charges not be authorized then MTGL will not be held responsible for any negative consequences for non-conformance . Anticipated Costs Terms of Payment• MTGL estimates a budget to assist the client with code required inspections and testing based upon information provided by the client. MTGL’s ability to perform within the estimated budget relies heavily on the accuracy of the information provided, as well as the cooperation of client’s management staff. • Project actual budget totals may vary. Estimated budget hours are based upon 40 hours a week, 8 hours a day, Monday-Friday. Client shall monitor the percentage of work remaining to assure inspections and testing is not greater than the estimated budget and adjusts the contractor’s labor and scheduling to maintain the work completion schedule. • Client recognizes and agrees that any “anticipated costs,” “budget estimates,” or the like that may be prepared by MTGL are NOT “guaranteed maximums,” “lump sums;” or “not-to-exceed totals”. Client will be invoiced for all work performed and only for work performed based on MTGL's working conditions and hours as an attachment to their contract. •ĚĂŝůLJƌĞƉŽƌƚĨĞĞŽĨϭͬϮŚŽƵƌǁŝůůďĞŝŶǀŽŝĐĞĚĂƚĂƉƉůŝĐĂďůĞƌĂƚĞĨŽƌĨŝĞůĚƐĞƌǀŝĐĞƐ͘ • Additionally, any weekly overtime hours, Saturday or Sunday, double shift, and/or night shift differential for shop steel inspection are NOT included in MTGL’s proposal. • Invoices for all services willl be submitted monthly. These invoices are due in full upon presentation to client. Invoices outstanding over 45 days are considered past due and will be subject to a finance charge of 1.5% of the unpaid balance each month. • All invoice errors or necessary corrections shall be brought to the attention of MTGL within 30 days of receipt of invoice. Thereafter, customer, acknowledges invoices are correct and valid. • MTGL reserves the right to terminate its services to a customer without notice if all invoices are not current. Upon such termination of services, the entire amount accrued for all services performed shall immediately become due and payable. Customer waives any and all claims against MTGL, its subsidiaries, affiliates. servants and agents for termination of work on account of these terms. • In the event of any litigation arising from or related to any agreement to provide services whether verbal or written, the prevailing party shall be entitled to recover from the non-prevailing party all reasonable costs incurred, including staff time. court costs, attorney fees and all other related expenses in such litigation. Additionally, in the event of a non- adjudicative settlement of litigation between the parties or a resolution of dispute by arbitration, that same process shall determine the prevailing party. Reimbursable Expenses & Outside Services • Heavy equipment, subcontractor fees and expenses, supplemental insurance, travel, shipping, outside reproduction, and other reimbursable expenses will be invoiced at cost plus 20%. • Outside services will be billed at cost plus 20% unless billed directly to and paid for by Client. Please note that ĨŝĞůĚƐĞƌǀŝĐĞ rates will increase Ăƚ6йJuly 1st of 2024 for cost of living increases. • For projects outside a 50-mile radius from the nearest MTGL facility, $0.58 per excess mile to and from the project will be charged for inspectors and technicians. • When project related equipment is required to be transported to and from the project site, time and mileage for inspectors and field technicians will be billed on a portal to portal basis. • For all projects, $0.58 per mile rate and applicable travel time will be charged portal to portal for engineers, consultants, and supervisors from the laboratory to the project site and return. Our professional engineering, geology, and inspection services are performed in accordance with the current standards of practice in the industry. No other warranty or representation, express or implied, is made or intended. ĂƐŝƐŽĨŚĂƌŐĞƐand Contract Terms The charges for services and General Terms and Conditions set forth below will govern the provision of services and will constitute the contract terms between the Owner or Owner’s Representative (Client) and MTGL, Inc unless the Client and MTGL, Inc. have executed a written contract with respect to such services, in which case the terms and provisions of the written contract shall ƐƵƉĞƌƐĞĚĞ. 23 |PAGE Form W-9 (Rev. October 2018) Department of the Treasury Internal Revenue Service Request for Taxpayer Identification Number and Certification a Go to www.irs.gov/FormW9 for instructions and the latest information. Give Form to the requester. Do not send to the IRS.Print or type. See Specific Instructions on page 3.1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank. 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 following seven boxes. Individual/sole proprietor or single-member LLC C Corporation S Corporation Partnership Trust/estate Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) a Note: Check the appropriate box in the line above for the tax classification of the single-member owner. Do not check LLC if the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is 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. Other (see instructions) a 4 Exemptions (codes apply only to certain entities, not individuals; see instructions on page 3): Exempt payee code (if any) Exemption from FATCA reporting code (if any) (Applies to accounts maintained outside the U.S.) 5 Address ( Palma Avenue, Suite A Anaheim, California 92806 33 0580168 05/25/2023 24 |PAGE Form W-9 (Rev. 10-2018)Page 2 By signing the filled-out form, you: 1. Certify that the TIN you are giving is correct (or you are waiting for a number to be issued), 2. Certify that you are not subject to backup withholding, or 3. Claim exemption from backup withholding if you are a U.S. exempt payee. If applicable, you are also certifying that as a U.S. person, your allocable share of any partnership income from a U.S. trade or business is not subject to the withholding tax on foreign partners' share of effectively connected income, and 4. Certify that FATCA code(s) entered on this form (if any) indicating that you are exempt from the FATCA reporting, is correct. See What is FATCA reporting, later, for further information. Note: If you are a U.S. person and a requester gives you a form other than Form W-9 to request your TIN, you must use the requester’s form if it is substantially similar to this Form W-9. Definition of a U.S. person. For federal tax purposes, you are considered a U.S. person if you are: • An individual who is a U.S. citizen or U.S. resident alien; • A partnership, corporation, company, or association created or organized in the United States or under the laws of the United States; • An estate (other than a foreign estate); or • A domestic trust (as defined in Regulations section 301.7701-7). Special rules for partnerships. Partnerships that conduct a trade or business in the United States are generally required to pay a withholding tax under section 1446 on any foreign partners’ share of effectively connected taxable income from such business. Further, in certain cases where a Form W-9 has not been received, the rules under section 1446 require a partnership to presume that a partner is a foreign person, and pay the section 1446 withholding tax. Therefore, if you are a U.S. person that is a partner in a partnership conducting a trade or business in the United States, provide Form W-9 to the partnership to establish your U.S. status and avoid section 1446 withholding on your share of partnership income. In the cases below, the following person must give Form W-9 to the partnership for purposes of establishing its U.S. status and avoiding withholding on its allocable share of net income from the partnership conducting a trade or business in the United States. • In the case of a disregarded entity with a U.S. owner, the U.S. owner of the disregarded entity and not the entity; • In the case of a grantor trust with a U.S. grantor or other U.S. owner, generally, the U.S. grantor or other U.S. owner of the grantor trust and not the trust; and • In the case of a U.S. trust (other than a grantor trust), the U.S. trust (other than a grantor trust) and not the beneficiaries of the trust. Foreign person. If you are a foreign person or the U.S. branch of a foreign bank that has elected to be treated as a U.S. person, do not use Form W-9. Instead, use the appropriate Form W-8 or Form 8233 (see Pub. 515, Withholding of Tax on Nonresident Aliens and Foreign Entities). Nonresident alien who becomes a resident alien. Generally, only a nonresident alien individual may use the terms of a tax treaty to reduce or eliminate U.S. tax on certain types of income. However, most tax treaties contain a provision known as a “saving clause.” Exceptions specified in the saving clause may permit an exemption from tax to continue for certain types of income even after the payee has otherwise become a U.S. resident alien for tax purposes. If you are a U.S. resident alien who is relying on an exception contained in the saving clause of a tax treaty to claim an exemption from U.S. tax on certain types of income, you must attach a statement to Form W-9 that specifies the following five items. 1. The treaty country. Generally, this must be the same treaty under which you claimed exemption from tax as a nonresident alien. 2. The treaty article addressing the income. 3. The article number (or location) in the tax treaty that contains the saving clause and its exceptions. 4. The type and amount of income that qualifies for the exemption from tax. 5. Sufficient facts to justify the exemption from tax under the terms of the treaty article. Example. Article 20 of the U.S.-China income tax treaty allows an exemption from tax for scholarship income received by a Chinese student temporarily present in the United States. Under U.S. law, this student will become a resident alien for tax purposes if his or her stay in the United States exceeds 5 calendar years. However, paragraph 2 of the first Protocol to the U.S.-China treaty (dated April 30, 1984) allows the provisions of Article 20 to continue to apply even after the Chinese student becomes a resident alien of the United States. A Chinese student who qualifies for this exception (under paragraph 2 of the first protocol) and is relying on this exception to claim an exemption from tax on his or her scholarship or fellowship income would attach to Form W-9 a statement that includes the information described above to support that exemption. If you are a nonresident alien or a foreign entity, give the requester the appropriate completed Form W-8 or Form 8233. Backup Withholding What is backup withholding? Persons making certain payments to you must under certain conditions withhold and pay to the IRS 24% of such payments. This is called “backup withholding.” Payments that may be subject to backup withholding include interest, tax-exempt interest, dividends, broker and barter exchange transactions, rents, royalties, nonemployee pay, payments made in settlement of payment card and third party network transactions, and certain payments from fishing boat operators. Real estate transactions are not subject to backup withholding. You will not be subject to backup withholding on payments you receive if you give the requester your correct TIN, make the proper certifications, and report all your taxable interest and dividends on your tax return. Payments you receive will be subject to backup withholding if: 1. You do not furnish your TIN to the requester, 2. You do not certify your TIN when required (see the instructions for Part II for details), 3. The IRS tells the requester that you furnished an incorrect TIN, 4. The IRS tells you that you are subject to backup withholding because you did not report all your interest and dividends on your tax return (for reportable interest and dividends only), or 5. You do not certify to the requester that you are not subject to backup withholding under 4 above (for reportable interest and dividend accounts opened after 1983 only). Certain payees and payments are exempt from backup withholding. See Exempt payee code, later, and the separate Instructions for the Requester of Form W-9 for more information. Also see Special rules for partnerships, earlier. What is FATCA Reporting? The Foreign Account Tax Compliance Act (FATCA) requires a participating foreign financial institution to report all United States account holders that are specified United States persons. Certain payees are exempt from FATCA reporting. See Exemption from FATCA reporting code, later, and the Instructions for the Requester of Form W-9 for more information. Updating Your Information You must provide updated information to any person to whom you claimed to be an exempt payee if you are no longer an exempt payee and anticipate receiving reportable payments in the future from this person. For example, you may need to provide updated information if you are a C corporation that elects to be an S corporation, or if you no longer are tax exempt. In addition, you must furnish a new Form W-9 if the name or TIN changes for the account; for example, if the grantor of a grantor trust dies. Penalties Failure to furnish TIN. If you fail to furnish your correct TIN to a requester, you are subject to a penalty of $50 for each such failure unless your failure is due to reasonable cause and not to willful neglect. Civil penalty for false information with respect to withholding. If you make a false statement with no reasonable basis that results in no backup withholding, you are subject to a $500 penalty. 25 |PAGE Form W-9 (Rev. 10-2018)Page 3 Criminal penalty for falsifying information. Willfully falsifying certifications or affirmations may subject you to criminal penalties including fines and/or imprisonment. Misuse of TINs. If the requester discloses or uses TINs in violation of federal law, the requester may be subject to civil and criminal penalties. Specific Instructions Line 1 You must enter one of the following on this line; do not leave this line blank. The name should match the name on your tax return. If this Form W-9 is for a joint account (other than an account maintained by a foreign financial institution (FFI)), list first, and then circle, the name of the person or entity whose number you entered in Part I of Form W-9. If you are providing Form W-9 to an FFI to document a joint account, each holder of the account that is a U.S. person must provide a Form W-9. a. Individual. Generally, enter the name shown on your tax return. If you have changed your last name without informing the Social Security Administration (SSA) of the name change, enter your first name, the last name as shown on your social security card, and your new last name. Note: ITIN applicant: Enter your individual name as it was entered on your Form W-7 application, line 1a. This should also be the same as the name you entered on the Form 1040/1040A/1040EZ you filed with your application. b. Sole proprietor or single-member LLC. Enter your individual name as shown on your 1040/1040A/1040EZ on line 1. You may enter your business, trade, or “doing business as” (DBA) name on line 2. c. Partnership, LLC that is not a single-member LLC, C corporation, or S corporation. Enter the entity's name as shown on the entity's tax return on line 1 and any business, trade, or DBA name on line 2. d. Other entities. Enter your name as shown on required U.S. federal tax documents on line 1. This name should match the name shown on the charter or other legal document creating the entity. You may enter any business, trade, or DBA name on line 2. e. Disregarded entity. For U.S. federal tax purposes, an entity that is disregarded as an entity separate from its owner is treated as a “disregarded entity.” See Regulations section 301.7701-2(c)(2)(iii). Enter the owner's name on line 1. The name of the entity entered on line 1 should never be a disregarded entity. The name on line 1 should be the name shown on the income tax return on which the income should be reported. For example, if a foreign LLC that is treated as a disregarded entity for U.S. federal tax purposes has a single owner that is a U.S. person, the U.S. owner's name is required to be provided on line 1. If the direct owner of the entity is also a disregarded entity, enter the first owner that is not disregarded for federal tax purposes. Enter the disregarded entity's name on line 2, “Business name/disregarded entity name.” If the owner of the disregarded entity is a foreign person, the owner must complete an appropriate Form W-8 instead of a Form W-9. This is the case even if the foreign person has a U.S. TIN. Line 2 If you have a business name, trade name, DBA name, or disregarded entity name, you may enter it on line 2. Line 3 Check the appropriate box on line 3 for the U.S. federal tax classification of the person whose name is entered on line 1. Check only one box on line 3. IF the entity/person on line 1 is a(n) . . . THEN check the box for . . . • Corporation Corporation • Individual • Sole proprietorship, or • Single-member limited liability company (LLC) owned by an individual and disregarded for U.S. federal tax purposes. Individual/sole proprietor or single- member LLC • LLC treated as a partnership for U.S. federal tax purposes, • LLC that has filed Form 8832 or 2553 to be taxed as a corporation, or • LLC that is disregarded as an entity separate from its owner but the owner is another LLC that is not disregarded for U.S. federal tax purposes. Limited liability company and enter the appropriate tax classification. (P= Partnership; C= C corporation; or S= S corporation) • Partnership Partnership • Trust/estate Trust/estate Line 4, Exemptions If you are exempt from backup withholding and/or FATCA reporting, enter in the appropriate space on line 4 any code(s) that may apply to you. Exempt payee code. • Generally, individuals (including sole proprietors) are not exempt from backup withholding. • Except as provided below, corporations are exempt from backup withholding for certain payments, including interest and dividends. • Corporations are not exempt from backup withholding for payments made in settlement of payment card or third party network transactions. • Corporations are not exempt from backup withholding with respect to attorneys’ fees or gross proceeds paid to attorneys, and corporations that provide medical or health care services are not exempt with respect to payments reportable on Form 1099-MISC. The following codes identify payees that are exempt from backup withholding. Enter the appropriate code in the space in line 4. 1—An organization exempt from tax under section 501(a), any IRA, or a custodial account under section 403(b)(7) if the account satisfies the requirements of section 401(f)(2) 2—The United States or any of its agencies or instrumentalities 3—A state, the District of Columbia, a U.S. commonwealth or possession, or any of their political subdivisions or instrumentalities 4—A foreign government or any of its political subdivisions, agencies, or instrumentalities 5—A corporation 6—A dealer in securities or commodities required to register in the United States, the District of Columbia, or a U.S. commonwealth or possession 7—A futures commission merchant registered with the Commodity Futures Trading Commission 8—A real estate investment trust 9—An entity registered at all times during the tax year under the Investment Company Act of 1940 10—A common trust fund operated by a bank under section 584(a) 11—A financial institution 12—A middleman known in the investment community as a nominee or custodian 13—A trust exempt from tax under section 664 or described in section 4947 26 |PAGE Form W-9 (Rev. 10-2018)Page 4 The following chart shows types of payments that may be exempt from backup withholding. The chart applies to the exempt payees listed above, 1 through 13. IF the payment is for . . .THEN the payment is exempt for . . . Interest and dividend payments All exempt payees except for 7 Broker transactions Exempt payees 1 through 4 and 6 through 11 and all C corporations. S corporations must not enter an exempt payee code because they are exempt only for sales of noncovered securities acquired prior to 2012. Barter exchange transactions and patronage dividends Exempt payees 1 through 4 Payments over $600 required to be reported and direct sales over $5,0001 Generally, exempt payees 1 through 52 Payments made in settlement of payment card or third party network transactions Exempt payees 1 through 4 1 See Form 1099-MISC, Miscellaneous Income, and its instructions. 2 However, the following payments made to a corporation and reportable on Form 1099-MISC are not exempt from backup withholding: medical and health care payments, attorneys’ fees, gross proceeds paid to an attorney reportable under section 6045(f), and payments for services paid by a federal executive agency. Exemption from FATCA reporting code. The following codes identify payees that are exempt from reporting under FATCA. These codes apply to persons submitting this form for accounts maintained outside of the United States by certain foreign financial institutions. Therefore, if you are only submitting this form for an account you hold in the United States, you may leave this field blank. Consult with the person requesting this form if you are uncertain if the financial institution is subject to these requirements. A requester may indicate that a code is not required by providing you with a Form W-9 with “Not Applicable” (or any similar indication) written or printed on the line for a FATCA exemption code. A—An organization exempt from tax under section 501(a) or any individual retirement plan as defined in section 7701(a)(37) B—The United States or any of its agencies or instrumentalities C—A state, the District of Columbia, a U.S. commonwealth or possession, or any of their political subdivisions or instrumentalities D—A corporation the stock of which is regularly traded on one or more established securities markets, as described in Regulations section 1.1472-1(c)(1)(i) E—A corporation that is a member of the same expanded affiliated group as a corporation described in Regulations section 1.1472-1(c)(1)(i) F—A dealer in securities, commodities, or derivative financial instruments (including notional principal contracts, futures, forwards, and options) that is registered as such under the laws of the United States or any state G—A real estate investment trust H—A regulated investment company as defined in section 851 or an entity registered at all times during the tax year under the Investment Company Act of 1940 I—A common trust fund as defined in section 584(a) J—A bank as defined in section 581 K—A broker L—A trust exempt from tax under section 664 or described in section 4947(a)(1) M—A tax exempt trust under a section 403(b) plan or section 457(g) plan Note: You may wish to consult with the financial institution requesting this form to determine whether the FATCA code and/or exempt payee code should be completed. Line 5 Enter your address (number, street, and apartment or suite number). This is where the requester of this Form W-9 will mail your information returns. If this address differs from the one the requester already has on file, write NEW at the top. If a new address is provided, there is still a chance the old address will be used until the payor changes your address in their records. Line 6 Enter your city, state, and ZIP code. Part I. Taxpayer Identification Number (TIN) Enter your TIN in the appropriate box. If you are a resident alien and you do not have and are not eligible to get an SSN, your TIN is your IRS individual taxpayer identification number (ITIN). Enter it in the social security number box. If you do not have an ITIN, see How to get a TIN below. If you are a sole proprietor and you have an EIN, you may enter either your SSN or EIN. If you are a single-member LLC that is disregarded as an entity separate from its owner, enter the owner’s SSN (or EIN, if the owner has one). Do not enter the disregarded entity’s EIN. If the LLC is classified as a corporation or partnership, enter the entity’s EIN. Note: See What Name and Number To Give the Requester, later, for further clarification of name and TIN combinations. How to get a TIN. If you do not have a TIN, apply for one immediately. To apply for an SSN, get Form SS-5, Application for a Social Security Card, from your local SSA office or get this form online at www.SSA.gov. You may also get this form by calling 1-800-772-1213. Use Form W-7, Application for IRS Individual Taxpayer Identification Number, to apply for an ITIN, or Form SS-4, Application for Employer Identification Number, to apply for an EIN. You can apply for an EIN online by accessing the IRS website at www.irs.gov/Businesses and clicking on Employer Identification Number (EIN) under Starting a Business. Go to www.irs.gov/Forms to view, download, or print Form W-7 and/or Form SS-4. Or, you can go to www.irs.gov/OrderForms to place an order and have Form W-7 and/or SS-4 mailed to you within 10 business days. If you are asked to complete Form W-9 but do not have a TIN, apply for a TIN and write “Applied For” in the space for the TIN, sign and date the form, and give it to the requester. For interest and dividend payments, and certain payments made with respect to readily tradable instruments, generally you will have 60 days to get a TIN and give it to the requester before you are subject to backup withholding on payments. The 60-day rule does not apply to other types of payments. You will be subject to backup withholding on all such payments until you provide your TIN to the requester. Note: Entering “Applied For” means that you have already applied for a TIN or that you intend to apply for one soon. Caution: A disregarded U.S. entity that has a foreign owner must use the appropriate Form W-8. Part II. Certification To establish to the withholding agent that you are a U.S. person, or resident alien, sign Form W-9. You may be requested to sign by the withholding agent even if item 1, 4, or 5 below indicates otherwise. For a joint account, only the person whose TIN is shown in Part I should sign (when required). In the case of a disregarded entity, the person identified on line 1 must sign. Exempt payees, see Exempt payee code, earlier. Signature requirements. Complete the certification as indicated in items 1 through 5 below. 27 |PAGE Form W-9 (Rev. 10-2018)Page 5 1. Interest, dividend, and barter exchange accounts opened before 1984 and broker accounts considered active during 1983. You must give your correct TIN, but you do not have to sign the certification. 2. Interest, dividend, broker, and barter exchange accounts opened after 1983 and broker accounts considered inactive during 1983. You must sign the certification or backup withholding will apply. If you are subject to backup withholding and you are merely providing your correct TIN to the requester, you must cross out item 2 in the certification before signing the form. 3. Real estate transactions. You must sign the certification. You may cross out item 2 of the certification. 4. Other payments. You must give your correct TIN, but you do not have to sign the certification unless you have been notified that you have previously given an incorrect TIN. “Other payments” include payments made in the course of the requester’s trade or business for rents, royalties, goods (other than bills for merchandise), medical and health care services (including payments to corporations), payments to a nonemployee for services, payments made in settlement of payment card and third party network transactions, payments to certain fishing boat crew members and fishermen, and gross proceeds paid to attorneys (including payments to corporations). 5. Mortgage interest paid by you, acquisition or abandonment of secured property, cancellation of debt, qualified tuition program payments (under section 529), ABLE accounts (under section 529A), IRA, Coverdell ESA, Archer MSA or HSA contributions or distributions, and pension distributions. You must give your correct TIN, but you do not have to sign the certification. What Name and Number To Give the Requester For this type of account:Give name and SSN of: 1. Individual The individual 2. Two or more individuals (joint account) other than an account maintained by an FFI The actual owner of the account or, if combined funds, the first individual on the account1 3. Two or more U.S. persons (joint account maintained by an FFI) Each holder of the account 4. Custodial account of a minor (Uniform Gift to Minors Act) The minor2 5. a. The usual revocable savings trust (grantor is also trustee) b. So-called trust account that is not a legal or valid trust under state law The grantor-trustee1 The actual owner1 6. Sole proprietorship or disregarded entity owned by an individual The owner3 7. Grantor trust filing under Optional Form 1099 Filing Method 1 (see Regulations section 1.671-4(b)(2)(i) (A)) The grantor* For this type of account:Give name and EIN of: 8. Disregarded entity not owned by an individual The owner 9. A valid trust, estate, or pension trust Legal entity4 10. Corporation or LLC electing corporate status on Form 8832 or Form 2553 The corporation 11. Association, club, religious, charitable, educational, or other tax- exempt organization The organization 12. Partnership or multi-member LLC The partnership 13. A broker or registered nominee The broker or nominee For this type of account:Give name and EIN of: 14. Account with the Department of Agriculture in the name of a public entity (such as a state or local government, school district, or prison) that receives agricultural program payments The public entity 15. Grantor trust filing under the Form 1041 Filing Method or the Optional Form 1099 Filing Method 2 (see Regulations section 1.671-4(b)(2)(i)(B)) The trust 1 List first and circle the name of the person whose number you furnish. If only one person on a joint account has an SSN, that person’s number must be furnished. 2 Circle the minor’s name and furnish the minor’s SSN. 3 You must show your individual name and you may also enter your business or DBA name on the “Business name/disregarded entity” name line. You may use either your SSN or EIN (if you have one), but the IRS encourages you to use your SSN. 4 List first and circle the name of the trust, estate, or pension trust. (Do not furnish the TIN of the personal representative or trustee unless the legal entity itself is not designated in the account title.) Also see Special rules for partnerships, earlier. *Note: The grantor also must provide a Form W-9 to trustee of trust. Note: If no name is circled when more than one name is listed, the number will be considered to be that of the first name listed. Secure Your Tax Records From Identity Theft Identity theft occurs when someone uses your personal information such as your name, SSN, or other identifying information, without your permission, to commit fraud or other crimes. An identity thief may use your SSN to get a job or may file a tax return using your SSN to receive a refund. To reduce your risk: • Protect your SSN, • Ensure your employer is protecting your SSN, and • Be careful when choosing a tax preparer. If your tax records are affected by identity theft and you receive a notice from the IRS, respond right away to the name and phone number printed on the IRS notice or letter. If your tax records are not currently affected by identity theft but you think you are at risk due to a lost or stolen purse or wallet, questionable credit card activity or credit report, contact the IRS Identity Theft Hotline at 1-800-908-4490 or submit Form 14039. For more information, see Pub. 5027, Identity Theft Information for Taxpayers. Victims of identity theft who are experiencing economic harm or a systemic problem, or are seeking help in resolving tax problems that have not been resolved through normal channels, may be eligible for Taxpayer Advocate Service (TAS) assistance. You can reach TAS by calling the TAS toll-free case intake line at 1-877-777-4778 or TTY/TDD 1-800-829-4059. Protect yourself from suspicious emails or phishing schemes. Phishing is the creation and use of email and websites designed to mimic legitimate business emails and websites. The most common act is sending an email to a user falsely claiming to be an established legitimate enterprise in an attempt to scam the user into surrendering private information that will be used for identity theft. 28 |PAGE Form W-9 (Rev. 10-2018)Page 6 The IRS does not initiate contacts with taxpayers via emails. Also, the IRS does not request personal detailed information through email or ask taxpayers for the PIN numbers, passwords, or similar secret access information for their credit card, bank, or other financial accounts. If you receive an unsolicited email claiming to be from the IRS, forward this message to phishing@irs.gov. You may also report misuse of the IRS name, logo, or other IRS property to the Treasury Inspector General for Tax Administration (TIGTA) at 1-800-366-4484. You can forward suspicious emails to the Federal Trade Commission at spam@uce.gov or report them at www.ftc.gov/complaint. You can contact the FTC at www.ftc.gov/idtheft or 877-IDTHEFT (877-438-4338). If you have been the victim of identity theft, see www.IdentityTheft.gov and Pub. 5027. Visit www.irs.gov/IdentityTheft to learn more about identity theft and how to reduce your risk. Privacy Act Notice Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an IRA, Archer MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information. Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their laws. The information also may be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payers must generally withhold a percentage of taxable interest, dividend, and certain other payments to a payee who does not give a TIN to the payer. Certain penalties may also apply for providing false or fraudulent information. 29 |PAGE Anaheim (Headquarters)  2992 E. La Palma Avenue, Suite A  Anaheim, California 92806  P: 714‐632‐2999  F: 714‐632‐2974  Riverside  14467 Meridian Parkway, Building 2A  Riverside, California 92518  P: 951‐653‐4999  F: 951‐653‐4666  San Diego  7742 Arjons Drive  San Diego, California 92126  P: 858‐537‐3999  F: 858‐537‐3990  www.mtglinc.com 800‐491‐2990