HomeMy WebLinkAboutROY JORGENSEN ASSOCIATES, INC - 1983-08-23 s
4C)NSULTANT AGREEMENT BETWEEN ROY JORGENSEN ASSOCIATTES, TNC.
AND THE CITY OF FUNTINGTON BEACH FOR THE DEVELOPMENT
OF A PAVEMENT MANAGEMENT PROGR N.M
THIS AGREEMENT is made and entered into this "
day o.
lg,?? , by and between the CITY ,'r HUNTINGTON
BEACH, a municipal corporation of the State of California
hereinafter referred to as "CITY, " and ROY JORGENSEN ASSOCIATES,
INC. , a corporation of the State of Delaware, hereinafter referred
to as "CONSULTANT. "
RECITALS
WdERFAS, the CITE' OF HUNTINGTON BEACH desires to engage the
services of an engineering consultant for the development if a
Pavement Mdnagement Program, and
CONSULTANT has been selected to perform said services,
NOW, T?1FREFORE; it is agreed cy CITY and CONSULTANT as
follows
1. WORW `;'rA `o2N
CONSULTANT shall provide all engineering services as
described in the letter entitleu Request for Proposal; Pavement
Management Program and in the Proposal submitted by Roy Jorgensen i
Associates, Inc, (hereinafter referred to as Exhibits "A" and
Exhibit "B" respect..vely) which are incorporated izito this
agreement by this reference. Said engineering services
(hereinafter referred to as ";PROJECT") shall include, but not be
limited to surveys, in restigations, consultations and -deice:
CITY hereby elects the op -ion, desLribed on page 3-3 of
Exhibit "S, " of utiliz;nq, C-IPY employees,
6
4
CONSULTANT shas.l attend and assist in all coordination
meet°ngs
CONSULTANT shall designate a regitered civil engineer
who shall represent it and be its sole contact and agent in all
consultations with CITY during fulfillment of the terms of this
agreement„
2. DISPOSITION OF PLANS, ESTIMATES AND OTHER UUCUMENTS
CUNSULTw NT agrees that all original drawings: reports,
both tield and office notes, calculations, :naps and ot«er
documents, shall be turned over. to CITY upon any termination of
PRUJ E:CT.
3. INDEMNIFICATION, DEFENSE, HOLD HAxMLE s
CONSULTANT hereby agrees to deterid, indemnify and hold
harmless CITY, its officers, agents and employees, from and
against any and all liability, damages, costs, lasses, claims and
expenses, however caused, resulting directly or inairectly from
or connected with CONSULTANT'S performance of this agreement
(including, but not limited to such liability, cost, damage,
loss; claim, or exgense arising from the death or injury to an
agent or -employee of CUNSULTANT, subcontractor, or of CITY or
dainuge to tfie property of CONSULTANT, subcontractor, or of CITY
or of any agent or employee of CON>ULTANT, subcontractor, or of
CITY) , except where such liability, damages, Costs, losses, cl.akims
or expenses are caused solely by the negligent or wrongful
acts of CITY or any of its agents or employees including negligent
omissions or commissions of CITY, its agents or employees, in
connection with the general supervision or direction of the work to
be performed hereunder.
4. t40RKERS ' CUMPFNS?1TIUN
CONSULTANT shall comply with all of the provisions of
the workers ' Compensation Insurance and 5ztety Acts of the State
of California, the applicable provisions --z U',vision 4 and 5 of
the California government Cade and all amendments thereto, and all
similar state or federal arts or laws applicable; and shall
indemnify,, defend and hold harmless CITY from and against all
claims, demands, payments, suits, actions, proceedings and
judgments .)f every nature and description, including attorney's
fees and costs presonted, brought or tc-covered against CITY, for or
on account of any liability under any of said acts which may be
incurred by reason of any work to be pertorme,3 by Ci,)t bUL ANT under
this agreement.
5. INSURANCE;
In addition to the workers' Compensation insurance and
CONSULTANT'S agreement tt� indemnity crry, CoNSUI:fAN1 shall
furnish to CITY and maintain in torce until the completion of
PROJECT a policy of general liability insurance in which CITY is
named as an additional insured. 7ie policy shall indemnity CITY,
its officers and employees, while acting within the scope of
their duties, against any and all claims arising out of or in
connection with PRUJECT. The p,rlic y shall: provide coverage in
not less than the tollowing amounts: Combined single limit bodily
injury and/or prop:-rty damage of $3UU,UUU per occurrence. touch
^ 3
1
policy insurance shall s-ecifically provide that any other
insurance coverage which may be applicable to the loss shall be
deemed excess coverage and CONSULTANT'S insurance shall be primary.
A certificate of all such insurance policies required by this
agreement shall be delivered to the City Attorney prior to the
commencement of ,any work and shall be approved by her in writing.
No such insurance shall be cancelled or modified without t'lirty
(30) drays prior written notice to CITY.
6. INDEPENDENT CONTRACTOR
CUN6ULTANT is, and shall be, acting at all times, in the
performance of this agreement as an independent contractor.
CONSULTANT shall secure at its expense, and he responsible for any
and all payments of all. taxes, social security, state disability
insurance compensation, ur.-mployment compensation and other payroll
deductions for CONSULTANT and its officers, agents and employees
and all business licenses, if anv, in connection with the services
to be performed hereunder.
7. CITY STAFF ASSISTANCE
CITY shall assign a star:: courdinatoL to work directly
with CONSULTANT in connection with :he work of this .,greement.
8. PROVISION FOR PAYMENT
In consideration of: the performance of the above
described engineering sere cos, CITY agrees to lay CONSULTANT the
sum of forty thousand dollars ($40,000,OU) payable in four payments
per the following schedule: Phase I - 14,000; Phase 11 - $14,000
Phase 111 - $6,000 Phase IV - $6,000.
O"
9. DURATION OF AGREEMENT
Time is of the essence of this contract. CONSULTANT
agrees to commence the PROJECT u-'ithin five (5) calendar days after
notice to proceed is given, and shall 6iligently prosecute it to
,ompletion within six months from the execution of this agreement.
10. EXTRA WORK
In the event of authorization, in writing by the City
Engineer, of changes trom the work as indicated in Exhibit "A" or
Exhibit "B" or for other written permission authorizing additional
work not contemplated herein, additional compensation shall be
allowed for such extra work, s, long zs the prior written approv, 1
of CITY i:, obtained,
11. TERM NA'T`iON OF CONTRACT
All. work shall be done in a good and workmanlike
manner. CITY may terminate CONSULTAN'T'S services hereunder at
any time with or without cause, and whether or not PRUJECT is
fully complete. Any termination and any special instructions
hereunder trom CITY shall be made through the City Engineer, and
in writing, which may be delivered in person to CONSULNAN"r or
mailed through the normal cou,se of mail to its now—established
business address. In the event this agreement is terminated', all
drawings, designs, specifications and appurtenant data may be
used by CITY.
In the event of termination, the Consultant shall be paid for all, cirri-
pleted Phases of the Project plus the pro-rata portion of 4ny Phase in progress
at the time of termination.
-,
1.2. SUBCONTRACTORS
This agreement is a personal service contract and the
supervisory work Hereunder shall not be delegated to any person
or entity without the consent of CITY.
13. ADDITIONAL PROVISIONS
C;uNSL .: NT agrees that no regular employee of CITY
shall be employed by its firm during the time that this agreement
is in effect..
IN WITNESS WHEREOF, the parties hereto have caused this
agreement to be executed by and through their authorized officers
the day, month and year first above written.
CONbULTANT': CITY OF HUNTIiNV1'UN BEACH,,
ROY JORGENSSN, INC. A municipal corporation
'
T,6bV' Jargz n;�en-Pies iden t mayor
Robert LaPozr,te-Secretary/Treasurer
ATTEST: e'PPROVEL) AS ' U FORM:
City Clergy I.zty AtLorney -r25
REVIEWED AND APPROVED: INITj- TED AND APPRUV
City Administrator Director;- ublic Works
TE:kdl
7,/6/83
6
CITY OF HL"F"JTINGTOFM BEACH
2000 MAIN STREET P.0.BOX 190 CALIFORNIA 92648
Paul E.Cook Public Works Department
Director (714) 536-5431
April 29, 1983
EXHIBIT Pr
Subject: R�xT c st for Proposal; Pavers ynt Manatiarrent Prociram
C--entie ent
The City of Ht:rtingtcn teach is requestin pro:nsals from qualified .�ngireor ng
fires 'r t:� develorrent of 'a 'a-.remc:nt ar.i;, ^ >nt 'Program. Thp pr zary oajectj-V
of the urc>:''a"t is to r�ete mine thew best gray �sf s x-,nd ix.l l rari.ted f=-rds in r raintain-
anc approximately 350 miles cf ro;advny (see Ea:hibi.t "A" for mileage breakdc-�i),
and y<t achieve the highest uvgrail satisfaction possible.
City staff, in budgeting $40,G'<00 for cr:e develop ant of this )aria-k 't, wishes
establish a ca-rpq .ehensi,.�e pavc.!ment proqrarn. Tl'C!- scopes "or VA ich
prcposals are: hG-;I ^w s+')licitedIn--hides the follow ng tas}ts--
l.. A descri'_�tion of the ''«vG,Y'«: Yla nay i,.iaie'tt 3 rcmra-ri, I,'ou pr) s€ - Your C i"C3�Tc^';7
l;i'elst inchIde:
a. Met'-god of prin itiz n:l street rohabilitation -ro ects
b. Davelopmnt of a five-year rehabilitation prod;ran
2. A dist-assion of h .a .ucl of then Ci-i s stre zc system can be inventoried and
evaluated for tht: b:dgete(l or.-aunt o" $40,000.00.
3 i-�tte'nd n.; periodic nkku-:ings with city staff durincl the planni:;u and pre rat., n
of the prcxjran. rep art.
4. Preparing twelve 12) mpivs ok the Final pro.lrarn. (Includes the cast of ai,
and all printing, etc.)
5. F'urzaish �300,000 of errors and w.iission insurance and all othor insurar --s as
noted in sample "CcnsulL-int Agreenent" (seee F'.diibI" "B") ,
Proposals for :his projec-t are to be -,al fitted to rot, at'-entian by Ylay 27, 1983 wirt:
the Notation "Pa errant't anagcrmt 'ro"ram" on the eavcl.qppL.. Each nroposal shall
include tl-xw following in-forn i ion.
1. h: list of similar projects.
2. A stabEsz ,,nt: of yoi" r understar'tdh8q off.' the of
CL"+d plete the j r oject.
y
Novak, Derpsey & .Assoc a',ls, Inc,
Request for Proposal
April 29, 198
Page 2
3. A list of personnel, including the proposed project manager who will be assigned
to work on this project, and a brief resume for each.
4. A brief out:"ne of how you propose to handle this project, if awarded to your
firm, and a tine-line for completing the project.
5. Your fee based on an hourly rate or percentage of the arrount budgeted for the
project. A ma.-imun not-to--exceed fee should also be specified.
After receipt of proposals, applicants will be screened. relevant to:
1. Expertise and excerience
2. The approach to be used as outlined in the prop.;sal
3. Ability to ca-plete the project in a tin-ely and consistent manner
4. Fees
Certain consultants ray be inte:-Yie&l prior to the 'final selection. should you
have any questions or ^once-ms ret;;ardinq this project, please contact Mr. Jack
Miller of this office at ('!4' 536-5431.
Seery truly Yours.
Les Evans
City E,nginecr
IZ:DEN jy
Encl. : Exhibit. "A" nilea; , Preakdown
"B" Saaple Consultant Agreezent
cc. Paul Ccxyk
Jack Miller
Ion Noble
t
ti1li,.r 1+a.•:rot :,rr rr.t3 ti.teNY.
earrnit owd".1,0ecaw to CERTIFICATE OF INSURANCE. Aoprnveo a it) E,�xrrt
C.tvof ItuntaneWntlmu1, TO mail Hutton,C;tly Attorney
t.11y Aston"
t` til It x tail CITY OF HVNTINGTON BEACH,CALIFORNIA - —
Hunt,4-Iran B-ch.CA 91b48
t:iapv Io stet.Mnnsprr 11041 epPtnvel A MUNICIPAL COnPORAT(ON
This Is to certify that the policies of Insurance as dascriberd below hwie been issued to the insured by the undersigned and are In force
at this time If these policies are cancelled Or changed in such a manner that will affect thl2 certificate,the insurance company agrees
to give 10 days prior written notice, by mall,to City of Huntington Beach P,O.Box 711,Huntington Beach,California 92648. ALL
ITEMS MUST BE COMPLETED, ANY DELETION OR CHANGE; IN THIS FORM SHALL BE SIGNED AND DATED BY AP
AUTHORIZED REPRESENTATIVE OF THE INSURANCE COMPANY AND MUST BE APPROVED IN WRITING BY THE CIT`!
ATTORNEY.
Name oflnsured Roy Jorgensen Associates, Inc.
Address of Insured P. 0. Bcx 3310, Ga i tharsburg, MD 20878
Location of Work or Operations to be performed Huntington Beach, GA
Description of Work or Operations Development of Pavement Management System'
� T_
POLICY DATES LIMITS OF LIABILITY NAME O'F COMPANY
POLICIES IN FORCE POLICY NO. Effective Expiration In Thousands(000) (9NS.)
GENERAL LIABILITY
aEI COMPREHENSIVE FORM $ CSL
) PREMISES-OPERATIONS : Each Occurance
( 1 EXPLOSION AND
COLLAPSE HA!_ARD.
t I UNDERGROUND HAZARD G 9 5-23-�83 5-23-84 Bl- 500/500 Insurance Company
nl. PRODUCTS COMPLETED LPG�43925 y
OPERATIONS HAZARD 1.6 of Plor'eh America
t<l CONTRACTUAL PD-$500/500
INSURANCE
L>I BROAD FORM.
PROPERTY DAMAGE. I
!XI INDEPENDENT
CONTRACTORS
( i PERSONAL INJURY I
d4 , ' 9 -1- 3 7-1-84 $300 Mutual Fire, :-larine
AUTOMOBILE LIABILITY &_Inland Co.
I I COMPREHENSIVE FORM
I OWNED
S CSL
1 1 HIRED Each Oiccuranee
( I NON-OWNED
EXCESS LIABILITY
I ) UMBRELLA FORM
I I OTHER THAN $
UMBRELLA FORM
WORKERS'COMPENSATION Kemper Ins . o.
rnd 3CQ109835 5-1-83 5-1-84 $100,
EMPLOYERS'LIABILITY
Additional InwredTEnder ement:
The insurer agrees that the City of Huntington Beach and its City Council,and/or all City Council appointed groups, committees,
commissions, boards and any other City Council appointed body,and/or elective and appointive officers,servants or employees of the
City of Huntington Beach,when acting as such are additional insureds hereunder,for the acts of the insured,and such insurance shall
be primary to any insurance of the City of Huntington Beach,as their'interest may appear.
Date AUTHORIZED REPRESENTATIVE OF INSURANCE COMPANY
INSURANCE COMPANY By Mnrzh F, 1`lr-T.PT+nin, Zile
Name Adarass5130 McArthur Blvd.. N.W.
Address
� ctty Z,ashinl?ton, D.C. 20016
City
ToloPhone (4 Ut1 351
JOLD HARM I.'SS AGREEMENT
(to be executed by insured)
The insured " corporation ,agrees to protect, defend,indemnify,save,and hold harmless the City of Huntington Beach its
officers, agents, and employees against any liability, loss, damage,cost, or expense by reason of any and all liability,suits,Claims,
demands,judgments and causes of action caused by Insured, his employees,agents or any subcontractor or by any third party arising
out of or in corseguence of the performahca'of-.all or any operations or activity for which this certificate of insurance is furnished.
"!(t)Safe Proprietorship (2)Partnership' (a)Corporation (4i Other(statbY d
HOLD HAkWNiLESS SIGNEDt By Insured: ! " }• Title + .i i` %" t .�f 9�1A t 5 *rtrv.41
(Alt names shall he printed or typed 6y Insureti, yGd t#r Z ', y Yitto 'a erllfl i, } "t of i1
below each signature.) 1
If Corporation,TWO Wicars must sign,or present evidence of authorization to bind Corporation,
ti;
CITY OF HUNTINGTON BEACH
2000 MAIN STREET CALIFORNIA 92648
OFFICE OF THE CITY CLERK
August 23, I"83
Roy Jorgensen Assoc. , Inc.
P. 0. Box 3310
Gaithersburg, MD. 20878
The Y i ty Council of the City of Huntington Beach approved
a consultant agreeme:,t with your firm for the development
of a city-wide pavement evaluation program.
Enclosed is_a duly executed copy of said agreement together
with a copy of the Certificate of Insurance which you provided
to the city.
Alicia M. Wentworth
City Clerk
Enclosure
cc: Don Noble, DPW
Judy Jaha, Finance Dept.
(.Tal4phonu 71453G52�7I
REQU T FOR CITY COUNCIL ACTION
Date August 11, 1983
Submitted to: Honorable Mayor and City Council
Submitted b C. W. Thompson, City Admini.strato'c,L txvi
Prepared by: Paul E. Cook, Director of Public Works
f3,--
Subject: Pavement Evaluation Program; CC 531
Statement of Issue,_Recommendation,Analysis, Funding Source,Alternative Actions,Attachments:`_
STAMEM OF ISSUE: a 1
On May 27, 1983, proposals were received: from qualified engineering firths for the develop-
ment of a City-ride pavement evaluation program,
RECO6TMENIDATION:
Approve the selection of. Roy Jorgensen Associates, Inc. to develop a City-wide pavement
evaluation program and authorize the Mayor and City Clerk to approve the consultant
contract at a cost not to P.xceed $40,000.00.
E'ZDWWSIS
In an age of reduced revenues and rising costs, cities can no longer guarantee residents
that deteriorating streets akA roadways are only temporary conditions. Spreading roadway
cracks, bLmpS and potholes are driver nightmares that translate into increased costs for
vehicle maintenance and rougher rides for auto passengers. These nightmares can be dealt:
with in a timely, permanent manner if a cost-effective maintenance and repair programs
are in effect. Cities and, counties in the SCAG region spend rougUy $400 million an-
nually to maintainlocal streets and roads. However, government officials are becoming
increasingly concerned that this amount is inadeq ate to repair southland streets and
roads. Therefore, SCAG conducted a recent survey/study to ascertain whether sufficient
funds are being generated and spent by local agencies to maintain and repair streets.
This effort was stymied by the lack of good, data and information on the conditions of
local roadways. In fact, most cities, including Huntington Beach, do not have an effec-
tive Means of evaluating roadway conditions or cstablislAng priorities.. Therefore,
pursuant to Chapter 3.03 of the Municipal Code, staff solicited proposals from qualified
engineering Vxms for the development of a City-wide pavement evaluation program.
Staff has reviewed the proposals received on May 27, 98s ,-d recormiands the selection
of Noy Jorgensen Associates, Inc. Their submittal proposes the development of, a five
year plan that will clearly .define the City's roadway maintenance needs and in addition
wits:
(1) detail proposed projects;
(2) select the improvement strategy
(.3) estimate the cost of each project;
(4) provide a computerized inventory syst-n.
`Et1TID.�NG cam:
Cost of consultant contract not to exceed: $40,000
Fund transfer. from Account 744460: $40,000
AT,.TEtNAT1W.' ACTIONS
T. Deny afVroval of Roy Jorgensen Associates, Inc. and select one of the other firms
having submitted a proposal.
P10 4181
i
Request _ :-nc:il Action
Paveme3ai: uatLon Program; CC 531
A:jgt.st 11, 1933
Page 2
2. Deny approval of any firm and forego a Citywide pavement evaluation progrcm.
1
ATV�ENUS
Consultant Agreement
CW:PEC;DRN:jy
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ROY JORGENSr--N ASSOCIATES, INC.
(Snyineer>.n9 and (Management GOnsuhants
July 25, 1983 POST OFFICE BOX 3310
GAITHERSBU.RG, MARYLAND 20878
PHON E:30119446790.
CA8M JORGENSENWASHINGTONDC
Mr. Don Noble
City of Huntington Beach
Public Works Department
2000 tMain Street
Huntington Beach, CA 92L 18
Dear Mr. Noble:
Enclosed is the Corsultant Agreement for development of
Pavement Management Program, along with Exhibits "A" and "B",
signed by John Jorgensen and myself. The Termination clause was
amended per our discussion of July 22.
The Certihcate of Insurance form was sent to our insurance
broker with instructions to forward it directly to you upon completion
Thanks for your assistance.
Sincerely,
,
Robert Lapointe
Director
Finance & Administrative Services
Encs.
cc: Charley Abbott
ROY JORGENSEN ASSOCIATES, INC
(Sngineertng and Q? ana9,rnenl GOnsullanls
May 25, 1983. POST-yICE BOX 3310
OAITHERSM- ,„ MARYLAND 20760
Pf10Nt.30
1548
tlI90
N
CABLE: JORGENSENWASHI.4GTGNDC
Les Evans
City Engineer
2000 Main Street
P.O. Box 190
City of Huntington Beach, CA 92648
Re: Proposal; Pavement Management Program
Dear Mr. Evans:
jWe are pleased to submit this proposal to develop and implement a
Pavement Management System for the City of Huntington Beach. We
believe that this proposal is fully responsive to the City's
® request for proposal.
Roy Jorgensen has been a leader in public works management and
maintenance systems for the past twenty years. We have imple-
mented over 200 such systems for government agencies': throughout
the United States and California.
The staff chosen for the project has an extensive background in
pavement and maintenance systems with hands-on experience as
public works directors, highway engineers and county engineers.
In addition, this staff has recently implemented pavement manage-
ment systems in Orange County, California and the City of Rancho
Palos Verdes. Our staff is familiar withthe data and the method-
ology of collection used by your public works staff in the recent
Orange County Transportation Commissions Pavement Evaluation
Program (OCTC) .
We are proposing to implement a very innovative approach to this
system whichwill include-
0 state-of-the-art techniques;
0 Latest software data base system using the City's com-
puter hardware;
a applying existing data already collected by City for the
OCTC Study;
ROY JORG54SEN ASSOCIATM, IN!:.
Les Evans
May 25, 1983
Page Two
® a system that will be fully operational by the City for
future updates and additions to the system;
0 training of City staff to use the complete system; and
a an option for the majority of field work to be performed
by your staff.
We believe this innovative and non-packaged approach will provide
the City with the most effective system. It is our contention
that a joint effort of consultant and City staff will insure a
workable system that will continue to fufiction in the future.
We look forward to working with the City of Huntington Beach on
this endeavor. If you have any questions, please feel free to
contact me at (213) 541-7664 or Harry Lorick at (714) 634-7179.
We will be happy to discuss this proposal with you or any other
City officials at your convenience.
Sincerely,
II
Charles Abbott
Deputy Director
CA:lj
i
TABLE OF CONTENTS
Page
INTRODUCTION
PROJECT OBJECTIVES 1-1
SYSTEM DESCRIPTION 2-1
WORK PLAN 3-1
PROJECT SCHEDULE 4-1
PROJECT ORGANIZATION AND STAFFING 5-1
COST PROPOSAL 6-1
COMMITMENT OF CITY RESOURCES 7--1
FIRM QUALIFICATIONS 8-1
APPENDIX A - Resumes
i
INTRODUCTION
The City of Huntington Beach, California desires to design
and impkement a Pavement Management System (PMS) . This proposal
is in response to the Request for Proposal dated April 29, 1982
outlining the City's invitation for response and the general
requirement for„the system.
This proposal specifically sets out the proposed approach of
Roy Jorgensen A-sociates, Inc., for designing and implementing a
PM.F , and:
e defines project objectives;
e describes the proposed system;
e outlines a work plan and schedule
e describes the proposed organization and staffing for the
project;
® provides a description of the firm' s qualifications and
experience and
* includes resumes of the proposed Jorgensen staff members.,
I
PROJECT.' OBJECTIVE
The primary objective is to develop and implement a Pavement
Management System (PMS) for the City of Huntington Beach to opti-
mize the use of Limited resources onpublic roads and streets.
The system will be tailored specifically to the network of the
City and allow* for the continual use and expansion after
Jorgensen has completed this work.
Specifically, the study will provide:
* a methodology to estimate existing condition of the
City's roadway facilities•
9 estimates of construction/maintenance projects to improve
identified roadways;
e sampling of focal streets to estimate the magnitu(3e of
needs and a determination of the type of improvements
required to resolve those needs;
* a five-year plan which details• the proposed project,
selects the improvement strategy and provides estimates
of cost for each project;
training and coaching in the use of a systematic approach
to managing and planning maintenance work; and
a computerized data base system using state-of-the-art
software on the City's mini compute;- system.
L-I
a
SYSTEM DESCRIPTION'
A Pavement Manag_ment System identifies roadway sections,
their condition and the proposed life of a selected improvement
strategy. improvement strategies are determined for restoration
of the identified sections (project) to a sufficient structural
capacity. Using cost,/benefit analysis, projects will be priori-
tized maximizing the benefit of the improvement to the road user.
This approach pro-ides for the most cost effective projects to be
o � accomplished first.
Jorgensen has implemented such !ystems in other <agencies
such as Orange County, California and the cities of Rancho 'Palos
Verdes, Lafayette and Walnut Creek, California. In addition,
f Jorgensen has applied modern systems management to maintenance
activities in over 200 agencies. These management techniques
along with the latest computer technology have proven to be a
very successful approach.
We propose to use the state-of-the-art computer Doftware on
computer equipment that the City is obtaining. This will allc..
for ease of updat,:ng and maintaining the data base by City person-
nel. Jorgensen has developed and implemented such user friendly
systems on microcomputers for maintenance systems in several `
Southern California agencies and has found that, systems
controlled by the users to .be cost effective.
The following sections describe in more detail the Pavement
2-I
f ® Management System that Jorgensen proposes to design and implement
�1 for the City of Huntington Beach.
System Components
The basic components of the proposed system are:
network identification;
local street sampling
0 inventory of arterials and local streets;
maintenance strategies;
+� condition survey;
e data base development;
® data entry,
* condition rating;
9 improvement determination;
u cost benefit analysis;
five year plan;
e system outputs; and
* project report.
- Network Identification This component provides the basis
for identifying specific roadway segments. This includes such
data as street name and number, segment identification and ter-
mini. All arterials and selected local streets will be broken
into defined segments.
1� Local Street Sampling -- Using statistical sampling, selected
I
local Eltreets will be chosen. The local street sample will be
I
2-2
used to estimate local needs and street improvements. The size
of the sample will b, a minimum of 111 of the total local street
mileage. All, local streets can be surveyed if the City commits
personnel to assist in the inventory and condition rating.
Inventory of Arterials and Local Streets -- The roadways
will be divided into segments. The segments will be identified,
marked and surveyed in the field. This information will be coded
along with the appropriate traffic information and facility
measu-Qmeni s.
Maintenance Strategies - A set of maintenance/rehaba.lita
tion alternatives are developed for use in developing optimum
strategies for projects-. The alternative strategies include such
treatments as.
* routine maintenance;
a slurry seal;
thin overlays;
stress relief systems such as thin overlay with fabric or
heater scarification;
heavy structural overlays; and
major rehabilitation.
Estimated square yard costs are developed for each type of
treatment based on local information to be supplied from the
Public Works Department.
Condition Survey -- All arterials and selected locals will
2-3
I
be evaluated on basic failure criteria using both the severity
and frequency of cracking, deformation and subbase and base
failures.
Data Base Development -- Using state-of-the-art software
(such as Ashton-Tate's d-Base II) on City's mini computer, a data
base system will be established. The system will be user
friendly and store both inventory and condition data..
Data Entry - All inventory and survey data must be en'cered
into system.
Condition Rating -- The condition rating of the existing
roadways will be determined using the data base system and the
inventory and condition information.
Improvement Determination -- This step will estimate an
improvement strategy for each identified z _way segment. This
information will then be added as part of the data base.
Cost Benefit Analysis -_is Each improvement determined from
�_ p
the previous step will be analyzed. The benefit to the motoring
public will be estimated for each project along with the cost.
These values will then be used to prioritize the selected improve-
ments, the :Lowest cost/benefit being the highest priority pro-
ject.
Five-Year Plan -- Jorgensen will further analyze the
® selected projects to develop a program to maximize benefit to the
2-4
City within budget constraints. This will be included in a docu-
ment and forwarded to Project Review Committee for their: approval..
System outputs
There are stand- d-re reports in addition to the screen outputs
P P
that-are to be generated by the system. They are:
o Inventory Report;
9 Condition Ratii.',a 'Report;
• Proposed Improvement Report; and
®® e Program Priority Report..
i
Some report examples are shown on the following pages. The.
final PMS outputs will be defined as part of the system design as
outlined in the Work Plan.
Project Repot
The entire PEMS System will be documented in ,a manual to
allow the City to have a system reference. E,nclosel in the
report will, be -procedures for use and updating of the automated
system,- data collection and program logic.
2-5
i �
SYSTEM OUTPUTS
C1T-V' OF flu WrlTQ-roK UCACM.
CON."r3ON KATI N4' KCPOKT
- _ laC2 L1TT: l 1 I r♦YLNLHT f I t _-9AT1 NC
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i
ci-1'Y OC I t V N'C i N c'C.O:V tI GA c I7
CfiOJGCL OP'Yt11i ZATiLN nurUAT
tit( ITT _ NA INTLKAVCK ■TIt�TlGt L11
lfalD NANC I ![DIN E LND iN lif IJVL1ltA[d SLUKIY Stlt 4THU Oi LltAYI$Tt[7KRLfrt'lbVKLIYI m rc4sTDULT'iSDUTi N[ ntiN
...-......................._._�..__•"Tit_-----...__-------- -.----
I
i
C I.i'Y 01, NL7rfT'I TIc-CON. mt:A.ctl
_.......... -... -.-. PAOJ CCT• YK 1UFl.YTY_ 7lEPOiIT -.- ... .
Y LAAiIi� ;
rKlociTT i KaAD N/nt -� rnaN� LnD ii trucrR- # cogs 4 tnSi56LRENr ! 'f�F�IT. ! LoBf"Sue.-r t ---
.---- ---------------------------------------------------------------
i
it
III
2-6
WORK PLAN
The work plan required to accomplish the project objectives
is outlined in this section. It will be carried out as a cooper-
ative effort of Roy Jorgensen Associates and the CLty of Hunting-
ton Beach The work plan involves four distinct phases:
®: data collection;
* system design;
o system analvs:is; and
documentation.
The detailed work steps required to accomplish each phase
are described blow.
PHASE I -- DATA COLLECTION
in this phase, Jorgensen will review each component of the
system described in the System Description section of this propo
sa- with City management to assure that each component is fully
responsive to specific needs of the City of Huntington Beach.
The historical and inventory information needed to operate the
rsystem will also be gathered in this phase.
There are six specific work steps involved in Phase L. A
description of each follows.
1
3-1
Step l -- Project Orientation
The first two days of the project will be aimed at getting
the project started in the right direction. Jorgensen's
Principal-In-Charge and Project Team will meet with the City's
Project Review Committee to review and discuss the work plan, and
schedule. Working relationships, lines of communication and
general project direction will be established between Jorgensen's
staff and the City.
Step 2 -- Identify Network
All facilities to be studied will be ' iderLified. All
arterial roadways will be divided into segments for detail analy-
sis. Lasing statistical sampling methods, the local streets will
be chosen. Jorgensen has been sucessful in Bete- mining main-
tenance needs in other agencies by random or selective sampling
techniques. Once the sample is selected, these facilities will
also be further subdivided for more detail analysis.
Step 3 -- Review of Available Information
The necessary traffic and structural section history will be
researched from information sources (plans, traffic counts, etc. )
provided by the Public Works Department. The City's Project
Manager will provide assistance in obtaining this data. The
information will then be matched to the corresponding roadway
segments identified in Step 2.
Al 3-2
Step 4 -- -Maintenance Strategies
All strategies that will be used in the system will be iden-
tified. Unit cost information will be provided by the City°s
Public Works Department.
Step 5 -- Road Inventory and. Condition Survey
The roadways segments will then be inventoried and quantity
and severity of pavement distress will be surveyed and recorded.
The Maintenance Section of the City's Public Works Depart-
ment has performed data collection on all arterials in accordance
with the procedures established by the Orange County Transporta-
tion Commission. A preliminary review of that data indicates
that it could be included in this study. our proposal is based
on using that data.
We will, during this step, verify that the data collected is
useful by field sampling. If our sampling shows the data to be
valid,, as o,ir preliminary review indicates, then all, arterials
and 10% of local streets will be inventor.Led and surveyed.
if our field sampling shows the existing collected data to
be invalid," then all major and primary arterials, 20% of the
isecondary arterials and 10% of the local streets will be inven-
toried and surveyed.
Another option is available to the City. That option is the
use of staff: from the Maintenance Section in assisting Jorgen en
3-3
r
to inventory and survey the segments. With the assistance of two
men for a maximum period of forty-five days, Jorgensen can inven-
tory and survey all arterials and a large portion of the local
streets depending on the validity of existing data.
An advantage of using City personnel to assist in performing
the inventory and survey is that a trained staff is available to
perform future updates. To maintain a dynamic system, it is
essential that annual updates of the segments are documented.
In summary, the inventory of facilities will be as indicated
below.
FACILITIES TO BE INVENTORIED
i
OCTC DATA
P VALID :INVALID
A
R
T .All Arterials All Arterials
C. I YES All Locals 10% Locals
I C
T I
Y P All: Arterials All Major &
A Primary
T NO Arterials
I 10% Locals 20% Secondary
O 10% Locals
f N
Step 6 Quality Control
I
All collected information will be reviewed and inconsisten-
cies resolved and all data recorded. This step will provide
3-4
!f
I
additional training for City staff to insure proper documentation
of collected data,
PHASE II -- SYSTEM DESIGN
Step 7 - Data Base
Using existing software, Ashton-Tate's d-Base II, the. City's
facilities and hardware will be used to establish 'a structure for
storing, analyzing and retrieval of data. A user friendly system
for data entry and analysis will be developed. Included in this
step will be logic for pavement condition rating computation,
improvement determination, cost benefits analysis and prioritiza-
tion.
® All formats of reports, screens and files will be estab-
lished.
Step 8 - Data Entry
All data collected in Phase I of the study will be entered
into the City's mini system through established routines in
Step 7.
PHASE III --- SYSTEM ANALYSIS
Stej9 - Pavement Condition Ratite
Facilities in the network inventoried will be analyzed using
logic from Phase II. A rating value (0-100) indicating the over-
3-5
all condition of each segment of paveme.,t will be generated.
This value will be placed in the data base file. A report will
be generated by this rating to specify the general condition of
City°s streets. Summaries by categories of good, fair, poor and.
critical will be determined.._.
Step 1.0 -- Improvement Identification
i
The roadway segments identified as deficient in Step 3 will
be further examined. The logic in the data base system will
estimate the type of improvement (overlay, reconstruction, etc. )
to resolve identified deficiencies This information will be
stored in data file. A report will be generated indicating 'these
strategies.
Step 11 -- Cc -,t Benefit Anal_Ysis
The improvements identified in Step 10 will be prioritized
by the cost/benefit approach. The benefit derived by the user
versus the coat of the improvement is determined and placed in
the data base. This information will allow for a quantitative
approach in selecting the largest return on the public invest-
ment. These values w,l.l be included in the file along with a
detailed report.
Ste 12 -- Five Year Plan
Jorgensen will use the information from the data base system
to determine, a five. year plan based on consistent and measurable
3--6
data. Cost/benefit analysis will allow for highest priority pro-
jects to be identified. The sampled data will be statistically
iexpanded to project needs for local roads not surveyed.
Step 13 -- Overall. System
A computerized data base system that is user friendly will
be developed allowing considerable flexibility for staff input.
Data will be readily retrievable to allow more informed decisions
to be made and other user-designed reports could be easily
generated. A methodology will be developed to allow the Ci_y to
further update the system to include all of their roadway facili-
ties.
Step 14 -- Training
The City Project Manager will be trained to operate and
maintain the system. The joint participation in the development
of the system and collection of the data will insure the City' s
ability to continue to use this state-of—the-art system.
PHASE IV --- .DOCUMENTATION
Step 15 - Phase Reports
Reports will be produced at the completion of each phase for
the Project Review Committee's approval. Decisions by the
Committee at each phase will provide direction to the consultant
for his work in future phases.
3-7
Step 16 --- Final Report
The final report will be submitted in the form of a system
manual which will provide documentation for future operation and
update of the City's Pavement Management System. It will include
a complete documentation of the study process and data collected. -
in addition, a separcte report outlining a five year plan
will be completed and presented to the Director of Public Works.
I !
1
! 3_$
1 PROJECT SCHEDULE
The proposed schedule for completing the project is six
months. The schedule assumes the commitment of City personnel
outlined in the City's` Commitment of Resources section of this
proposal.
The figure on the following page illustrates the proposed
schedule.
i
1
1
1
1
1
1
1
4-1
PROJECT SCHEDULE
Project Months Estimated Mondays
ar ensen I City
PM _Other
tPHASE 1 - DATA COLLECTION -
1. Project Orientation 2 2 -
2. Identification of Network - 4 - -
3. Review of Available Information 3 2 -
4. Maintenance Strategies, 1 1 -
5. Road Inventory and Condition Survey 28 2 40"
6. Quality Control 7 2 5
Subtotal 45 9 45
PHASE II SYSTEM DESIGN 7. Data Base 25 2 -
B. Data Entry 20 2 2
Subtotal 45 4 2
PHASE M PAVEMENT CONDITION RATING
9. Pavement Condition Rating - 2 - 10*
10. Improvement Identification d 2 1 15*
} i
11. Coat Benefit. Analysis -
t
12. Five-.Year Plan 3 2
13. Overall System 2 2 -
14. Training _4 4 -
Subtotal 14 9 25
PHASE IV
15. Phase Reports 4 1 1
16, Final Report 10 2 1
Subtotal 14 3 2'
Project total 118 25 74
sDepends on City's decision to ausist In inventory and
condition study work.
a-a
PROJECT STAFF
The project team assembled by JORGENSEN is well qualified to
provide all of the services previously described,
Principal - Charles H. Abbott, Jr. , P.E. , will be the prin-
cipal and will assure that contract objectives are met on time,
within budget and adheres to the firm' s high standards. Mr.
Abbott has supervised installations and. implementation of many
maintenance systems in Southern California.
Project Manager Larry C. Lorick, P.E'. , will provide the
management, implementation, systems and technical services for
the project. He will work with City staff to insure the project
is implemented and also workable. Mr. Lorick has recently imple-
mented pavement systems for Orange County and Rancho Palos
Verdes. His experience in maintenance and information systems
will insure a functional product to the City.
Assistant Project Manager - Gordon Siebert - P.h. , will
7 9 ,
assist in field evaluations, data analysis and preparation of a
five year plan. Mr. Siebert has performed several condition sur-
veys and prepared five-year capital/maintenance plans- for the
cities of Rancho Palos Verdes, California and Rockville,
Maryland.
i
Field Inspection - Jack J. Busch, will perform the data
collection. Mr. Busch performed inventory and data collection
for Orange County PEMS. in addition, he has twenty-three years
of experience in public works and road inspection.
5-1
BASIS FOR FEE AND TOTAL COST
The total cost of the project will be $40,000. This is a
lump sum fee covering all of Jorgensen services to successfully
develop and implement a Pavement Management System. The fee
1 includes direct salaries attributable to the project, fringe
benefits, firm overhead and miscellaneous expenses.
The fee shallbe ym
aid in four payments and shall be
P P
approved by the City Engineer or his designee. The payment shall
be a. conclusion of each phase as follows
1. Phase I - $14,000 (35%)
2. Phase II - $14,000 (35%)
® 3. Phase III $ 6,00.0 (15%)
4. Phase IV $ 6,000 (15%)
The basis for the fee is shown on the following page.
6-1
COST ESTIMATE
Personnel Services
Principal 5 days @ $453 $ 2265
Project Manager/
Assistant Project Manager -68 days @ $345 23,460
�. Field Technician 30 days @ $210 6,240
Data Entry Operation 15 days @ $120 1,,800
Subtotal $33,765
Ezperses
Ground Transportation 50 days @ $18/day $ 900
Reports 1,000
Computer Supplies 500
Subtotal $ 2,400
Fee
Allowance for Non-Reimbursed
Cost and Fee 10% 3,C17
Total Project Cost $39,782
Rounded to $40,000
6-2
COMMITMENT OF CITY RESOURCES
A cooperative effort between the City and Jorgensen's staff
will assure effective implementation of a PMS in Huntington Beach
and will provide the City with trained individuals tc E�:.,ate and
maintain the system.
I
Project review Committee -- This committee, made up of top
Department managers, will oversee and direct the project ,fforts.
They will meet at the end of each phase identified - the Work
Plan to review project progress, provide general guidance and act
as an approving body for the system.
Technicians -- A two-man team of technicians is requested
for approximately 45 days to conduct the inventory, perform con-
dition survey and aid in gathering historical data.
Project Manager -- An individual selected by the City with
knowledge of the City's organization, its data files and person-
nel must be provided as a main contact person. This individual
would also be responsible for providing Jorgensen with existing
data files (OCTC, inventories, etc..) , traffic counts and unit
cost information. This person will be trained to maintain, the
installed system.
Other requested resource needs would be on an as-needed
basis to act3ist in areas such as traffic control assistance for
field surveys. Also, office space would be necessary for project_
staff for data storage: and work space.
7-1
■
FIRM QUALIFICATIONS
Roy Jorgensen Associates, Inc. , has ser�=ed more than two
hundred City, County and State agencies during the past twenty
years. The firm has the worldwide reputation of pioneering and
advancing the state-of-the--art in management systems.
This section of the proposal describes:
I
! the nature of the Jorgensen firm;
9 the characteristics associated with the Jorgensen staff
of professionals, and
0 the firm's public works and street management experience.
ROY JORGENSEN ASSOCIATES, INC.
NATURE OF THE FIRM
Rohr Jorgensen Associates, Inc. , is a transportation, street
and public works management consulting firm incorporated in the
State of Delaware.
® It was formed in 1961 as an outgrowth of the experience Roy
Jorgensen had as Deputy Commissioner and Chief Engineer for the
Connecticut State Highway Department and subsequently as Engineer-
ing Counsel for the Highway Users Conference.
Since its inception, the firm has dedicated its efforts
solely toward improving '.ransportation systems and public works
operations. A significant portion of these efforts have focused
S-1
on providing management with the right information at the right
time--so systems and operations can be managed effectively.
The information systems developed b the firm to accomplish
Y P Y P
the delivery of this information to transportation and public
works managers have encompassed virtually all street and public
works functions including maintenance, equipment, management,
programming, planning, preconstruction, design and construction,
and deal with the operations areas of streets, highways, equip-
ment, sanitation, water, sewer, pdrks and facilities.
1 The Jorgensen Professionals
The staff of Roy Jorgensen Associates, Inc, includes eighty
professional employees, plus approximately twenty technicians and
support personnel. The typical Jorgensen professional has a.
total of seventeen, years experience--five years with Jorgensen
and twelve years with highway, transportation and public works
agencies.
Nearly all of Jorgensen' s professionals have had 'hands-on"
experience as public works directors, transportation officials,
highway, construction and maintenance engineers or similar posi-
tions. It is this practical experience which greatly contributes
to Jorgensen's systems and recommendat .ons being realistic and
workable.
■ 8-2
Functional Area Experience
At its inception in 961, the firm became engaged" primarily
with state highway departments in projects involving organiza-
tional and management reviews, and planning and finance studies.
Within a few years, it became apparent that the real improvement
in management requ .red the design and implementation of effective
management systems in the several functional areas of the agen-
cies. It is to this end that our efforts have been largely con-
centrated over the last twenty years.
As pavement management 'systems have evolved during the past
several years, systems have been designed which require tremen-
dous amounts of data collection and testing. These systems are
highly complex, although workable, and require a large amount of
manpower to maintain the system to assure its usefulness.
The state-of-the-art in Pavement Management Systems is
currently being implemented in Orange County. This project will
be used to supply information to Orange County Transportation
Commission of which Huntington Beach is a member. This system
provides accurate, effective and timely information on which
decisions can be made, yet it is not so complex that it requires
a large amount of resou -es to keep it functional.
The type of system we are implementing for Orange County is
typical of the management systems we have implemented for twenty
years. Our systems are designed with the sole purpose of being
8-3
effective and usable to personnel required to maintain these
facilities. Most importantly, our work stands the test of time.
We have performed services for a number of cities and counties in
California, and their systems ar.e just as operational today as
they were when they were implemented.
The sections that follow illustrate the experience the
Jorgensen team brings to a study of this type. Our experience is
highlighted in the following sections on Pavement Management,
Maintenance Management, Cons truc tion/Preconstruction Management
and Equipment Management which are all functional areas either
directly or indirectly related to a project of this type.
Pavement Management
The budget constraints felt by public works agencies in
recent years have caused public works managers to take a critical
look at how and where street maintenance and rehabilitation
dollars are being spent. Roy Jorgensen. Associates and the staff
being proposed for this project not only have been involved in
the design and implementation of Pavement Management Systems
(PMS) but also, as Public Works- Directors, have used these
systems to aid them in carrying out their responsibilities of
pavement preservation and rehabilitation.
Jorgensen is currently finalizing a Pavement Management
System (PMS) for Orange County, California as a cooperative
effort with the County. Data collection and data processing
8-4
designed by Jorgensen is being accomplished by County personnel.
This allows the County to use Jorgensen personnel in an efficient
manner by allowing Jorgensen to perform the systems, training and
design work, with County staff performing the field work. This
project is a direct result of our successful implementation of a
micro-computer based maintenance management system in the County.
The PMS in Orange County contains the following:
0 a r 9 physical computerized data base including h sical and struc-
tural tural inventories of street;
condition ratings of street segments and projects
0 recommended maintenance and rehabilitative treatments
for street segments and projects;
0 pavement condition prediction model;
0 long--range (5-year) maintenance and rehabilitation
programs for programs and budgets; and
s guidelines and procedures for performing future condi-
tion surveys.
Orange Count Jorgensen has designed the PMS for future
In � q County, g �
expansion and compatibility with the data base management systems..
Jorgensen currently manages the Public Works Department of
Rancho Palos Verdes, In 1981, the firm implemented a PMS for the
City. That system was used to project a Five-Year Rehabilitation
Plan and continues to be used as the primary tool for developing
annual CIP budgets. implementation of the PMS has significantly
improved decision making and identification of the most cost
beneficial rehabilitation projects. The results indicated that
more efficient maintenance strategies could reduce approximately
8-5
r
$0.6 million from projects that had been budgeted in the CIP
®® prior to implementation of the PMS. These savings were
i redirected to more cost-beneficial projects.
Pavement Evaluation and Management Syp.tems (PEMS) were also
developed by Jorgensen for the cities of Lafayette and Walnut
Creek, California. The basic purpose of the PEMS is to develop a
systematic approach to maintaining pavement surfaces in an effec-
tive, efficient, economical manner. PEMS is designed to provide
the following information:
® a historical data base for individual streets;
development of specific rehabilitation and maintenance
strategies;
a visual evaluation of existing pavements conditions and
determination, of the most effective procedure to correct
the identified efficiencies;
frstablishment of a priority listing for street main-
tenance and rehabilitation;
development of a long-term pavement management program;
0 development of a long-term pavement management program;
* identification of the total costs associated with the
recommended pavement management program; and
development of procedures for conducting future condi-
tion surveys
As a result of our successful implementation in Lafayette,
the City Council adopted the PEMS long-range program as its
number one goal for the next five years.
Jorgensen' s work in Pavement Management Systems encompasses
8-6
a variety of engagements in U.S. public works agencies as well as
foreign countries including Ecuador, Brazil and Peru.
Maintenance Management
The first formal effort in maintenance management was under-
taken by the Connecticut State Highway Department in 1950 and
directed by Roy E. Jorgensen, then Deputy Commissioner and Chief
Engineer of the Department. A subsequent Iowa Study in 1958 con-
firmed that management improvements were necessary not only at
the field crew level but also in the upper management levels.
► PP 9
I
Soon after Roy Jorgensen Associates was established, the
I firm was engaged by the Virginia Department of Highways, in
cooperation with the Federal Highway Administration, to improve
the total maintenance management system for the Department. A'
new system was designed that provided for work level and produc-
tion standards and effective c.>mmunications between top manage-
ment and the field to effect a consistent planning and control
process. This system replaced the existing maintenance manage-
ment procedures.
i
Concurrent with the Virginia research, Louisiana and Ontario
recognized the research need and initiated similar maintenance
management research projects with Jorgensen. The results of
these three studies demonstrated through implementation that
_mproved management procedures were both feasible and practical. '
Subsequently, Jorgensen was engaged by the Highway Research Board
8-7
to undertake a National Cooperative Highway Research Project to
develop a model system for performance-based- budgeting of highway
maintenance. The results of this study were published in NCHRP
Report 131, "Performance Budgeting System for Highway Maintenance
Management" in 1972. This report is used extensively throughout
the world as the most comprehensive source document for guidance
in modern maintenance management. Through the years, the appli-
cation of this research effort has spread to 'various other forms
of governments.
Equipment Management
All of Jorgensen's highway maintenance management projects
have equipment components and interfaces. This is natural--equip-
ment is one of three major resources used in maintenance--making
equipment needs and equipment utilization a critical part of
maintenance operations. But several of Jorgensen's equipment
management projects have reached far beyond the needs and utili-
zation aspects.
The Arizona O.O.T. project is a recent example. In this
project, Jorgensen developed improvements aimed at ensuring the
effective and ef£icien.t utilization of the equipment fleet and
associated shops, parts, supplies and materials throughout the
1980's and early 1990's. The project encompassed:
0 designing an effective equipment management system for
proper planning, budgeting, directing and controlling of
all equipment operations;
8-8
• developing facility planning criteria and requirements.
® developing equipment allocation procedures and criteria
for the economical replacement of old equipment;
a developing improved equipment maintenance procedures
including establishment of service levels by equipment
class, development of shop performance guidelines and
establishment of effective scheduling and, work control
procedures;
& designing improvements for inventory controls, manage-
ment information systems, and revolving fund technology;
and
developing an effective organization plan and structure
for the equipment function.
In addition to this recent project, Jorgensen has imple-
mented equipment management studies for several foreign, state
and local agencies. A listing of these agencies is shown below.
8-9
LISTING OF RELEVANT EXPERIENCE IN
ECUIPMENTMENT MANAGEMENT
STATE AND PROVINCES (U.S. and Canada)
Arizona British Columbia
Pennsylvania New Brunswick
Nova Scotia
LOCAL GOVERNMENTS
Greenwich, Connecticut Contra, Costa County, Calif.
Lansing, Michigan Oakland County, Michigan
Portland, Maine Maryville, Tennessee
Stamford, Connecticut Montgomery County, Maryland
FOREIGN GOVERNMENTS
Brazil Nepal
Dominican Republic Oman
Ecuador Paraguay
Ethiopia Peru
Ghana Portugal
Honduras Sierra Leone
Indonesia Vietnam
Construction/Pre,construction Management
The firm has been involved in numerous projects for improve-
ments and systems development in the construction and preconstruc
tion area. Four recent notable projects are described below.
1 Construction Engineering Manpower Management FHWA Model
System`
In 1978, Jorgensen developed a model Construction Engineer-
ing Manpower Management System for the Federal Highway Adminis-
tration. That system involved four basic modules,;
0 planning and staffing;
8_10
a budgeting;
® scheduling; and
® monitoring.
The system was developed as a simple, manual system for
effective management of construction engineering personnel. As a
model, the system has been adopted by several state highway
agencies.
Arizona Department of Transportation CFMMS. The firm
recently completed a project to design and implement a CEMMS 'for
Arizona D.O.T. The system, which uses the FHWA model system as a
basis, is the first fully compvteri-ed version of the model
system for a state highway agency. In addition to the four basic
modules of the model system, the A.D.O.T. system will allow simu-
lation of various funding levels and project scheduling strate-
gies to assess their impact on construction manpower needs.
Preconstruction Management System - New Mexico State Highway
Department. In 1980, Jorgensen developed a Precons.truction Man-
agement System for the New Mexico State Highway Department. That
system involved development of complex GPM scheduling techniques
to schedule project development efforts and predict manpower
requirements. The FHWA has called that system state-of-the-art
and is currently implementing the system in Several state highway
agencies.
Construction Management State of Michigan. In the early
8-11
1970' s, Jorgensen was -selected by the Michigan, State Highway
i
Department to management and supervise the construction of three
major highway projects as a demonstration effort. The results of
that project indicated that construction engineering and super-
vision could effectively be administered through contracting with
the private sector.
In addition to these four major projects, Jorgensen has
engaged in corstruction/pre-construction projects for eighteen
states, four foreign governments and three federal agencies in
the areas of:
a construction manpower improvements;
® constriction management systems;
construction inspection training and workshops; and
• development of training curriculum of construction engi-
neering.
Other Jorgensen Services
Jorgensen has been involved in management improvements in
virtually every aspect of public works management. Included are:
0 highway and transportation planning;
a management seminars and workshops;
0 governmental organization improvements;
a park maintenance management;
0 wager and sewer maintenance management,
d flood control maintenance management,
8-12
0 facilities management;
s port facilities maintenance management;
0 public corks contract administration;
a training,• and
0 highway safety.
A selected list of Jorgensen' s clients is shown on the
following page.
i
8-13
SELECTED LISTING OF JORGENSEN
IMPLEMENTED MANAGEMENT SYSTEMS
U.S. COLLEGES AND UNIVERSITIES U.S. MUNICIPALITIES U.S. COUNTIES
Chattanooga State Community College Akron, Ohio Clinton, Michigan
Cleveland State Community College Baltimore, Maryland Contra Costa, Cali%
Columbia State Community College Cleveland, Ohio Dona Ana, New Mexico
Dyersburg State Community College College Park, Maryland Genessee, Michigan
East Tennessee State University Columbus, Ohio Hillsdale, Michigan
Jackson State Community College Elgin, Illinu!s Jackson, Michigan
Memphis State University Flint, Michigan Kalamazoo, Michigan
Middle Tennessee State University Fort Worth, Texas Lapeer, Michigan
Motlow State Community College Greenwich, Connecticut Macomb, Michigan
Roane State Community College Indianapolis, Indiana Marin, California
Shelby State Community College Lafayette, California Mendocino, California
Tennessee State University Lansing, Michigan Monroe, Michigan
Virginia Community College System New Orleans, Louisiana Nevada, California
Walters State Community College Norfolk, Virginia Oakland, Michigan
Oakland, California Ohawa, Michigan
Palo Alto, California Orange, California
Portland, Maine Prince Georges, Maryland
Rancho Cucamonga, Calif. St. Clair, Michigan
Rancho Palos Verdes, Calif. San Luis Obispo, Calif.
STATE GOVERNMENT AGENCIES Richmond:, California Solano, California
Riverview, Michigan Spokane, Washington
Alabama Sn Rafael, California Washtenaw, Michigan
Arizona Santa Rosa, Califonria Wayne, Michigan
Arkansas Seattle, Washington
Connecticut Shrev;port, Louisiana
Georgia St. Petersburg, Florida CANADIAN COUNTIES
Indiana Tampa, Florida
Louisiana Topeka, Kansas Ontario, Ontario
Maine Westland, Michigan Peel, Ontario
Maryland Simco, Ontario
Michigan Victoria, Ontario
New Mexico Wellington, Ontario
Oregon Wentworth, Ontario
Rhode Island
South Dakota
Tennessee
Utah CANADIAN MUNICIPALITIES FOREIGN COUNTRIES
Virginia
Brampton, Ontario Brazil.
Burlington, Ontario Costa Rica
Guelph, Ontario Dominican Republic
CANADIAN PROVINCES Halifax, Nova Scotia Ecuador
Hamilton, Ontario Ethiopia
British Columbia Mississauga, Ontario Ghana
Manitoba Niagra Falls, Ontario Guatemala
New Brunswick Niagra Region, Ontario Honduras
Nnva Scotia Oshawa, Ontario Indonesia
Ontario Ottawa-Carletor,. Region, Ont. Oman
Streetsville, Ontario' Paraguay
Thunder Bay, Ontario Peru
Toronto, Ontario Philippines
Waterloo, Ontario Portugai
York Region, Ontario Sierra Leone
Vietnarn
8-14
APPENDIX A
Resume
CHARLES H. ABBOTT, JR.
Principal-In-Charge
EDUCATION: Bachelor of Science Degree, Civil Engineering,
Marshall University
REGISTRATION: Professional Engineer, West Virginia, New
Mexico and California
PROFESSIONAL
AFFILIATIONS: Member, National Society of Professional:
Engineers
American Public Works Association
National Society of Civil Engineers
PROFESSIONAL
HISTORY: SUMMARY
Mr. Abbott has oTer 20 years of consulting
and hands-on management experience in public corks and highway
agencies. During this period', he has supervised and been
directly involved in the design, implementation and use of mana
gement systems in all areas of public works and highway opera-
tions. His experience includes:
0 supervising and providing technical support to all
Jorgensen projects in the Western Region;
0 developing and implementing management systems for con-
struction engineering, preconstruction engineering,
maintenance and equipment for such states as New Mexico,
West Virginia and Arizona;
a supervising the implementation of Pavement Management
Systems for Rancho Palos Verdes and Orange County,
California;
a hands-on manaagement as a. District Engineer, Chief
Engineer of Operations and Public Works Director in the
West Virginia and New Mexico State Highway Departments
and City of Rancho Palos Verdes responsible for highway
and street maintenance and rehabilitation;
0 implementing value engineering and work methods improve-
ment projects for several public works and highway
agencies,
0 developing training curriculums and seminars for engi-
neering operations and management personnel in cities,
counties and state agencies; and
e- pioneering the concept of contract management of entire
municipal public works engineering and operations.
CHARLES H. ABBOTT, JR.
Page Two
1980 to Present ROY JORGENSEN ASSOCIATES, INC.
Project Supervisor. Mr. Abbott currently
manages Jorgensen's prof ct'ts n the Western Region. In this
capacity, he is responsible for providing:
0 project supervision and
® technical support to the project staff.
Mr. Abbott's 13 years of "hands-on" experi-
ence in_highway agencies provides him with the insight to solve
complex management problems with a straightforward, realistic and
workable approach...
His involvement in project supervisor's role
has resulted in innovative management systems and, positive client
relationships for the firm.
Some of Mr. Abbott's most significant accom-
plishments since joining the firm include;
s supervision and direct involvement in the development of
a Conceptual Design for an Equipment Management System
for the Arizona Department of Transportation
® supervision of a construction management audit for the
Arizona Department of Transportation, resulting in the
developing, of long-range improvement strategies for the
Departmens construction operations;
0 supervision of an operational audit for Orange County,
California_, representing one of the most populous coun-
ties in the U.S., resulting in the development of a
program to improve management of the county' s 1,200 mile
highway and flood channel system; and
0 supervision of a project for the City of Rancho Palos
Verdes, California in which Jorgensen personnel manage
the City's Public Works Department--resulting in cost
reductions of over 10 percent of the City's Public Works
ar,17 Engineering Budget.
In addition to these accomplishments, Mr.
Abbott is currently participating as an instructor with the
American Public Works Association in conducting Workshop No. 9--
Motor Vehicle Equipment Management.
I
CHARLES H. ABBOTT, JR.
Page Three
1978 to 1'M NEW MEXICO STATE HIGHWAY DEPARTMENT
Deputy Chief Highway Administrator. Mr. Abbott
directed all operations of the Department--including equipment,
subject to policy and direction of the Chief Highway Administra-
tor. He was a principal representative of the Department to the
State Legislature, Office of the Governor, and the Federal Dele-
gation from New Mexico. He also served on the Executive
Committee of the American Association of State Highway and
Transportation Officials.
He participated actively in development of
New Mexico's Construction and Preconstruction Engineering Manage-
ment Systems, working closely with Jorgensen's project staff,
through steering committee and technical panel involvement. He
was instrumental in implementing both the Preconstruction
Engineering Management System and the Construction Engineering
Management System and used the systems to his benefit in managing'
the construction function for which he was responsible.
" In his position, Mr. Abbott also pursued
techniques to assure that all management systems were developed
to provide better work control and understanding, by all super-
visory levels. A major objective accomplished by Mr. Abbott was
to develop work programs that provided the legislature with
information on which positive funding decisions could be made on
behalf of the Department.
Mr. Abbott developed contract maintenance
projects statewide to increase maintenance productivity and to
reduce costs of performing maintenance. These projects allowed
the agency to divest itself of outmoded equipment and to reduce
regional maintenance crew sizes.
He was also responsible for initiating a
research effort for potential improvements in all areas of the
Department's operations to includes
value engineering of design specifications;
new technology in highway construction; and
0 personnel classification and training.
1960 to 1978 WEST VIRGINIA DEPARTMENT OF HIGHWAYS
District Engineer. Mr. Abbott was totally
responsible for the administration and operation of a highway
district. He directed the district's efforts in the fields of
planning, design, right-of-way, construction, maintenance and
management systems He was also responsible for all phases of
contract development within his district. Mr. abbott established
excellent rapport with legislators and the public.
CHARLES H. ABBOTT, JR.
Page Four
Prior to his appointment as District Engineer,
Mr. Abbott served as Assistant Director, Maintenance Division.
He was responsible for all facets of the State's Maintenance
Management System. During this period, he developed the concep-
tual design of an equipment management system for the Department.
As a result of the conceptual design pro-ect, West Virginia is
the only state to have received a Federal Highway Administration
grant to design, develop and implement an Equipment Management
System.
Mr. Abbott also was responsible for the deve-
lopment of West Virginia's pavement condition rating system__and'
the utilization of this system for selecting maintenance strate-
gies to optimize expenditures, schedules and plans.
® Mr. Abbott' s other duties included develop-
ment and implementation of maintenance and equipment training
programs, including an academy for in--house equipment operator's
training. He also initiated and participated in value engi-
neering of maintenance work methods.
Previously, Mr. Abbott had been Assistant
District Engineer for Maintenance and held various positions in
construction, such as Project Engineer, office Engineer,
Maintenance Engineer and Field inspector.
SELECTED
PUBLICATIONS: "Investigation Towards Development of an
Equipment Management System," Federal Highway
Administration, 1977.
"Unique Training Aids in Scheduling Highway
Maintenance," Southeastern Association of
State Highway and Transportation. Officials,
1975.
"Highway Maintenance Management Training in
Scheduling," Transportation Research Board,
1975.
"Training Supervisors in Maintenance Manage
® ment System," Southeastern Association of
State Highway and Transportation Officials,
1975.
r
HARRY C. LORICK
Project Manager
r
EDUCATION: Master of Engineering in Civil Engineering,
University of Florida
Master of Business Administration,
University of South Carolina
Bachelor of Science, Civil Engineering,
University of South Carolina
REGISTRATION: Registered Professional Engineer,
States of Florida and California
PROFESSIONAL
AFFILIATIONS: Member, American Society of Civil Engineers
Member, Institute of Transportation of Civil
Engineers
Member, National Society of Professional
Engineers
PROFESSIONAL
HISTORY: SUMMARY
Mr. Lorick combines a strong academic back-
ground with ten years of varied engineering technical and hands-
on experience in public works operations, management and main-
tenance, and six years in computer applications on both micro and
mainframe systems.
rHis endeavors have included design and
planning experience with Florida DOT, maintenance operations and
management as an Assistant County Engineer, Researcher for Uni-
versity of Florida and computer systems and operations work with
both public and private sectors. In his consulting experience,
he has both designed and implemented maintenance systems.
Duties and experience have included pavement
and. maintenance system work. These projects include
r0 implement a pavement management system for orange County,
California;
a deo ;grx and program pavement prediction models for use in
Florida DOT priority planning section;
0 implement pavement management system for Rancho Palos
Verdes, California and Alachua County, Florida.
® implement maintenance management systems in Orange
County, California and City of Signal Hill, California;
and
® assist in implementation of maintenance r_ianagement in
Tampa, Florida and Rancho Palos Verdes, California.
r
HARRY C. LORICK
Page Two
The current project in Orange County, Cali-
fornia will tie the maintenance and pavement management program
into an integrated system.
1981 to Present. ROY JORGENSEN ASSOCIATES, INC.
Project Manager. Orange County pavement
management system was designed by Mr. Lorick. All system work
was performed by Mr. Lorick for an IBM mainframe computer.
Project Manager. Mr. Lorick was in charge of
the implementation of the Signal, Hill' s computerized Maintenance
Management System. This system is comprised of road, water,
parks and building functions. A microcomputer was installed to
perform the information processing and was the second such system
implemented for a public agency.
Project Manager. Mr. Lorick is implementing
a maintenance management system for Orange C(,unty including the
County Flood System. This system is unique in that the data. pro-
�. cessing support -stem will be the first "user friendly" interac-
tive software implemented for public works agencies in the
maintenance area..
Project Manager. Mr. Lorick completed a pro-
ject to implement a pavement management system in the City of
Rancho Palos Verdes, California.
Maintenance Manager. Mr. .Lorick assisted in
systems for the City of Tampa Sewer Department and Parks Depart-
ment. These projects included the development of realistic work
programs and improvement of management and supervisory personnel
capabilities.
1980 to 1981 UNIVERSITY OF FLORIDA
Researcher. Mr. Lorick worked under contract
for the Department of Civil Engineering and was involved in the
research and development of computer models in TRANSYT-7F to
analyze traffic systems and predict results of traffic strategies.
This computerized simulation model is being used throughout the
country,
1977 to 1981 ALACHUA COUNTY, FLORIDA
Assistant County Engineer.neer. Mr. Lorick was in
charge of the 140 employee work force responsible for the opera-
tional and functional activities of the county's public works
department. These activities included the disciplines of main-
tenance, construction, design and operational studies.
Mr. Lorick had the primary responsibility for
managing the construction and development sections in the county.
Mir. Lorick was responsible for all county traffic engineering`
maintenance and construction projects.
HARRY C. LORICK
Page Three
1974 to 1977 FLORIDA DEPARTMENT OF TRANSPORTATION
Transportation Engineer. Mr. Lorick super-
vised implementation of two urban area transportation studies
which were using the UTPS system. One of his functions was to
act as computer liaison engineer between the planning section and
the computer services section.. In addition, Mr. Lorick designed
programs that were used to prioritize projects in Florida's work
program using a mainframe system.
Drainage Design Engineer. For more than a
year, Mr. Lorick performed drainage design gn cork for two kinds of
applications--first, for incorporation into construction plans
for highway projects designed in-house at FDOT, and second for
use by maintenance and construction forces where drainage-related
problems has arisen.
1968 to 1974 SEIBEL, BRUCE AND COMPANY
For six years, Mr. Lorick worked with large mainframe systems,
IBM 370 and 360. He worked as a computer programmer for two
years, computer operations supervisor two years, and operation_
for two years. This work included using several computer
languages and operating systems.
I
GORDON S. SIEBERT
Assistant Project Manager
EDUCATION: Bachelor .�f Science Degree, Civil Engineering,
Carnegie-Mellon University
Master of Science Degree, Public Management-
Carnegie-Mellon University
REGISTRATION: Processional Engineer, California
PROFESSIONAL
AFFILIATIONS: Member, American Society of Civil Engineers
Member, Institute of Transportation Engineers
PROFESSIONAL
HISTORY: SUTA_4ARY
Mr. Siebert has experience in management,
finance and budgeting of public works operations. His record of
accomplishment includes:
PAP` 0 performing both supervisory and direct project involve-
ment in contract management of City public works func-
tions.
41, performing management audits and analyses and developing
recommendationF, for improving public works operations,
including transportation facilities, vehicles, equipment,
and Luildirgs;
e "hands-on" Experience in assessing public needs and
deveir,VA.ng work programs and budgets as a budget officer
for a city government; and
corCscting research on transportation programs and
U
public works management techniques and work methods.
1979 to Present-; ROY JORGENSEN ASSOCIATES, INC.
Assistant Public Works Director. Mr. Sieber'..
is currently serving as Assistant, Director o of ?ublic Works in
Rancho Palos verdes, California which involvice the contracting of
all City public 'works functions. Mr. Siebert is responsible for
management of the capital improvement projects, ,ubdivi.sion and
permit administration, preparation of annual work programs and
budgets and contract administration, including preparation of
plans ,and specifications. SpeQial assignments include prepara-
tion and administration of grants involving public works activi-
ties under the Federal Aid-Urban and Hazzard Elimination Safety
programs which have resulted in the City receiving over
$3,000,000 'in outside fur-ding for capital projects.
Fir. Siebert has 'also participated in spe-
cial projects in traffic engineering, pavement management and;
disaster relief v�.ich have yielded significant lacings in the
City's operating budget.
GORDON S. SIEBERT
Page Two
Associate. Mr., Siebert participated in a
management analysis of a U.S. Navy submarine support base includ•-
ing all public works, transportation, buildings and utilities
maintenance for 13,000 people. Mr,. Siebert also developed a six-
year planning budget along with all supporting schedules for the
base.
He also performed management audits and
developed recommendations for motor vehicle maintenance opera-
tions for the cities of Akron, Ohio and Lansing, Michigan.
1978 to 1979 ONYX CORPORATION
Senior Program Analyst. Mr. Siebert was res-
ponsible for senior level techrical analysis of transportation
programs and poli_tes, including cost/benefit analysis, economic
modeling, technology forecasting and operations analysis. He was
Project Manager for development of a budget preparation/informa-
tion system for the Urban Mass 'Transportation Administration of
the U.S. Department of Transportation.
1974 to 1978 CITY OF ROCKVILLE, MPiRYLAND
Community Development Block Grant Director.
Mr. Siebert was also named to direct the City's $6 million' CDBG'
program which involved assessing City needs, developing programs
and grant applications and coordinating ach .evement of program
goals. He used extensive citizen involvement to identify needed
programs and to set priorities for their funding and achievements
Mr. Siebert superv,.sed a statf which included program managers,
planners and five building and housing inspectors. He inaugur-
ated capital projects which paved all gravel i:oads and alleys in
the City, reconstructed a major industrial road, and installed a.
one-million collar stormwater retention/transmission system in an
area which had been plagued by frequent ponding problems.
Budget and Research Officer. Mr. Siebert was
respoT,sible for deve'1 p ng, analyzing and monitoring revenues and
expenditures for a municipal government serving 50,000 people.
r
i
i,
COHN J. BUSCH
Field Technician
EDUCATION:
Course Work_: Architectural Engineering,
Lawrence Institute of Technology
Management,
University of Cal.fornia, Irvine
Public Works Inspection
Coastline Community College, California
Public Works Inspection
Sattleback College, California
REGISTRATION: Contractor License 4134002 (1958-present),
California Teacher Certificate
PROFESSIONAL
HISTORY: SUMMARY
Mr. Busch has extensive experience in all
phases of construcytion, 23 years as superintendent of construc-
tion for residential homes, tract improvements, grading and
various utilities. He also has worked for two years his an
inspector for Orange County,. Mr. Busch's background has allowed
him to develop a program for constructioit training for entry
level personnel. His education includes work in management and
public works inspection.
1983 to Present ROY JORGENSEN ASSOCIATES INC.
Maintenance/Construction Inspector. Mr, Busch
provides- inspection for public works projects for contract work.
This includes public works and transportation improvements.
1980 to 1982 ORANGE COUNTY ENVIRONMENTAL MANAGEMENT AGENCY
- (Public 'Works)
Maintenance -.;chnician. Mr. Busch conducted
surface and inventory surveys for Orange County's Pavement
Evaluation System. He assisted in estimating corrective action
for identified roadways..
Building Inspector. Mr. Busch performed
structural, framing, umng, mechanical and electrical, grading
and heating inspection to ensure compliance to the applicable
building code. He was trained to evaluate pavement conditions _
and recommend corrective action.
JOHN J. BUSCH
Page Two
1970 to '1980- VARIOUS SOUTHERN CALIFORNIA CONTRACTORS
Superintendent. Mr. Busch supervised various
construction projects and has had total responsibility cf all
phases of the work. This included scheduling, managing and esti-
mating of projects. Also, he has had responsibility of tract
residential construction as well as improvements such as roans,
grad*ng, '_`ewers and other utilities. Mr. Busch has developed a
p complete familiarity with Southern California requirements for
i all of these facilities and improvements.
1957 to 197�) VARIOUS CONTRACTORS
Scheduler/Supervisor. Mr. Busch supervised
construction,":: '•modeling of residential homes. In addition, he
estimated quantities and work completed for various jobs. He
assisted in writing contracts for certain projects and ordered
the necessary construction materials.
i
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