CONTRACT 7531 Professional Services AgreementAgreement No. 7531
05/2025
PROFESSIONAL SERVICES AGREEMENT
BETWEEN
THE CITY OF EL SEGUNDO AND
PARTNER ASSESSMENT CORPORATION
dba
PARTNER ENGINEERING AND SCIENCE, INC.
RFP 25-03: FACILITIES CONDITION ASSESSMENT
This AGREEMENT is entered into this 04 day of February 2026, by and between
the CITY OF EL SEGUNDO, a municipal corporation and general law city ("CITY") and
PARTNER ASSESSMENT CORPORATION dba ENGINEERING AND SCIENCE, INC.
a California CORPORATION ("CONSULTANT").
1. CONSIDERATION.
A. As partial consideration, CONSULTANT agrees to perform the work listed
in the SCOPE OF SERVICES, below;
B. As additional consideration, CONSULTANT and CITY agree to abide by
the terms and conditions contained in this Agreement;
C. As additional consideration, CITY agrees to pay CONSULTANT a sum not
to exceed $69,900 for CONSULTANT's services. CITY may modify this
amount as set forth below. Unless otherwise specified by written
amendment to this Agreement, CITY will pay this sum as specified in the
attached Exhibit 'A" which is incorporated by reference.
2. SCOPE OF SERVICES.
A. CONSULTANT will perform services listed in the attached Exhibit "A,"
which is incorporated by reference.
B. CONSULTANT will, in a professional manner, furnish all of the labor,
technical, administrative, professional and other personnel, all supplies
and materials, equipment, printing, vehicles, transportation, office space
and facilities, and all tests, testing and analyses, calculation, and all other
means whatsoever, except as herein otherwise expressly specified to be
furnished by CITY, necessary or proper to perform and complete the work
and provide the professional services required of CONSULTANT by this
Agreement.
3. PERFORMANCE STANDARDS. While performing this Agreement, CONSULTANT
will use the appropriate generally accepted professional standards of practice existing at
the time of performance utilized by persons engaged in providing similar services. CITY
will continuously monitor CONSULTANT's services. CITY will notify CONSULTANT of
any deficiencies and CONSULTANT will have fifteen (15) days after such notification to
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cure any shortcomings to CITY's satisfaction. Costs associated with curing the
deficiencies will be borne by CONSULTANT.
4. PAYMENTS. For CITY to pay CONSULTANT as specified by this Agreement,
CONSULTANT must submit a detailed invoice to CITY which lists the hours worked and
hourly rates for each personnel category and reimbursable costs (all as set forth in
Exhibit "A") the tasks performed, the percentage of the task completed during the billing
period, the cumulative percentage completed for each task, the total cost of that work
during the preceding billing month and a cumulative cash flow curve showing projected
and actual expenditures versus time to date.
5. NON -APPROPRIATION OF FUNDS. Payments due and payable to CONSULTANT
for current services are within the current budget and within an available, unexhausted
and unencumbered appropriation of the CITY. In the event the CITY has not
appropriated sufficient funds for payment of CONSULTANT services beyond the current
fiscal year, this Agreement will cover only those costs incurred up to the conclusion of
the current fiscal year.
6. FAMILIARITY WITH WORK.
A. By executing this Agreement, CONSULTANT agrees that it has:
Carefully investigated and considered the scope of services to be
performed;
Carefully considered how the services should be performed; and
iii. Understands the facilities, difficulties, and restrictions attending
performance of the services under this Agreement.
B. If services involve work upon any site, CONSULTANT agrees that
CONSULTANT has or will investigate the site and is or will be fully
acquainted with the conditions there existing, before commencing the
services hereunder. Should CONSULTANT discover any latent or
unknown conditions that may materially affect the performance of the
services, CONSULTANT will immediately inform CITY of such fact and will
not proceed except at CONSULTANT's own risk until written instructions
are received from CITY.
7. TERM. The term of this Agreement will be from February 6, 2026 to December 31,
2026. Unless otherwise determined by written amendment between the parties, this
Agreement will terminate in the following instances:
A. Completion of the work specified in Exhibit "A";
B. Termination as stated in Section 15.
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8. TIME FOR PERFORMANCE,
A. CONSULTANT will not perform any work under this Agreement until:
CONSULTANT furnishes proof of insurance as required under
Section 22 of this Agreement; and
CITY gives CONSULTANT a written notice to proceed.
B. Should CONSULTANT begin work on any phase in advance of receiving
written authorization to proceed, any such professional services are at
CONSULTANT's own risk.
9. TIME EXTENSIONS. Should CONSULTANT be delayed by causes beyond
CONSULTANT's control, CITY may grant a time extension for the completion of the
contracted services. If delay occurs, CONSULTANT must notify the Manager within
forty-eight hours (48 hours), in writing, of the cause and the extent of the delay and how
such delay interferes with the Agreement's schedule. The Manager will extend the
completion time, when appropriate, for the completion of the contracted services.
10. CONSISTENCY. In interpreting this Agreement and resolving any ambiguities, the
main body of this Agreement takes precedence over the attached Exhibits; this
Agreement supersedes any conflicting provisions. Any inconsistency between the
Exhibits will be resolved in the order in which the Exhibits appear below:
A. Exhibit A: Scope of Work and Fee Proposal
11. CHANGES. CITY may order changes in the services within the general scope of
this Agreement, consisting of additions, deletions, or other revisions, and the contract
sum and the contract time will be adjusted accordingly. All such changes must be
authorized in writing, executed by CONSULTANT and CITY. The cost or credit to CITY
resulting from changes in the services will be determined in accordance with written
agreement between the parties.
12.TAXPAYER IDENTIFICATION NUMBER. CONSULTANT will provide CITY with a
Taxpayer Identification Number.
13. PERMITS AND LICENSES. CONSULTANT, at its sole expense, will obtain and
maintain during the term of this Agreement, all necessary permits, licenses, and
certificates that may be required in connection with the performance of services under
this Agreement.
14. WAIVER. CITY's review or acceptance of, or payment for, work product prepared
by CONSULTANT under this Agreement will not be construed to operate as a waiver of
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any rights CITY may have under this Agreement or of any cause of action arising from
CONSULTANT's performance. A waiver by CITY of any breach of any term, covenant,
or condition contained in this Agreement will not be deemed to be a waiver of any
subsequent breach of the same or any other term, covenant, or condition contained in
this Agreement, whether of the same or different character.
15. TERMINATION,
A. Except as otherwise provided, CITY may terminate this Agreement at any
time with or without cause.
B. CONSULTANT may terminate this Agreement at any time with CITY's
mutual consent. Notice will be in writing at least thirty (30) days before the
effective termination date.
C. Upon receiving a termination notice, CONSULTANT will immediately
cease performance under this Agreement unless otherwise provided in the
termination notice. Except as otherwise provided in the termination notice,
any additional work performed by CONSULTANT after receiving a
termination notice will be performed at CONSULTANT's own cost; CITY
will not be obligated to compensate CONSULTANT for such work.
D. Should termination occur, all finished or unfinished documents, data,
studies, surveys, drawings, maps, reports and other materials prepared by
CONSULTANT will, at CITY's option, become CITY's property, and
CONSULTANT will receive just and equitable compensation for any work
satisfactorily completed up to the effective date of notice of termination,
not to exceed the total costs under Section 1(C).
E, Should the Agreement be terminated pursuant to this Section, CITY may
procure on its own terms services similar to those terminated.
F, By executing this document, CONSULTANT waives any and all claims for
damages that might otherwise arise from CITY's termination -under this
Section.
16.OWNERSHIP OF DOCUMENTS. All documents, data, studies, drawings, maps,
models, photographs and reports prepared by CONSULTANT under this Agreement are
CITY's property. CONSULTANT may retain copies of said documents and materials as
desired, but will deliver all original materials to CITY upon CITY's written notice. CITY
agrees that use of CONSULTANT's completed work product, for purposes other than
identified in this Agreement, or use of incomplete work product, is at CITY's own risk.
17. PUBLICATION OF DOCUMENTS. Except as necessary for performance of service
under this Agreement, no copies, sketches, or graphs of materials, including graphic art
work, prepared pursuant to this Agreement, will be released by CONSULTANT to any
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other person or public CITY without CITY's prior written approval. All press releases,
including graphic display information to be published in newspapers or magazines, will
be approved and distributed solely by CITY, unless otherwise provided by written
agreement between the parties.
18.INDEMNIFICATION.
A. CONSULTANT agrees to the following:
i. Indemnification for Professional Services. CONSULTANT will
save harmless and indemnify and at CITY's request reimburse
defense costs for CITY and all its officers, volunteers,
employees and representatives from and against any and all
suits, actions, or claims, of any character whatever, brought
for, or on account of, any injuries or damages sustained by
any person or property resulting or arising from any negligent
or wrongful act, error or omission by CONSULTANT or any of
CONSULTANT's officers, agents, employees, or
representatives, in the performance of this Agreement.
ii. Indemnification for other Damages. CONSULTANT indemnifies
and holds CITY harmless from and against any claim, action,
damages, costs (including, without limitation, attorney's fees),
injuries, or liability, arising out of this Agreement, or its
performance. Should CITY be named in any suit, or should
any claim be brought against it by suit or otherwise, whether
the same be groundless or not, arising out of this Agreement,
or its performance, CONSULTANT will defend CITY (at CITY's
request and with counsel satisfactory to CITY) and will
indemnify CITY for any judgment rendered against it or any
sums paid out in settlement or otherwise.
B. For purposes of this section "CITY" includes CITY's officers, officials,
employees, agents, representatives, and certified volunteers.
C. It is expressly understood and agreed that the foregoing provisions will
survive termination of this Agreement.
D. The requirements as to the types and limits of insurance coverage to be
maintained by CONSULTANT as required by Section 222, and any
approval of said insurance by CITY, are not intended to and will not in any
manner limit or qualify the liabilities and obligations otherwise assumed by
CONSULTANT pursuant to this Agreement, including, without limitation, to
the provisions concerning indemnification.
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19.ASSIGNABILITY. This Agreement is for CONSULTANT's professional services.
CONSULTANT's attempts to assign the benefits or burdens of this Agreement without
CITY's written approval are prohibited and will be null and void.
20.INDEPENDENT CONTRACTOR. CITY and CONSULTANT agree that
CONSULTANT will act as an independent contractor and will have control of all work
and the manner in which is it performed. CONSULTANT will be free to contract for
similar service to be performed for other employers while under contract with CITY.
CONSULTANT is not an agent or employee of CITY and is not entitled to participate in
any pension plan, insurance, bonus or similar benefits CITY provides for its employees.
Any provision in this Agreement that may appear to give CITY the right to direct
CONSULTANT as to the details of doing the work or to exercise a measure of control
over the work means that CONSULTANT will follow the direction of the CITY as to end
results of the work only.
21.AUDIT OF RECORDS. CONSULTANT will maintain full and accurate records with
respect to all services and matters covered under this Agreement. CITY will have free
access at all reasonable times to such records, and the right to examine and audit the
same and to make transcript therefrom, and to inspect all program data, documents,
proceedings and activities. CONSULTANT will retain such financial and program
service records for at least three (3) years after termination or final payment under this
Agreement.
22.INSURANCE.
A. Before commencing performance under this Agreement, and at all other
times this Agreement is effective, CONSULTANT will procure and
maintain the following types of insurance with coverage limits complying,
at a minimum, with the limits set forth below:
Type of Insurance
Commercial general liability:
Professional Liability
Business automobile liability
Workers compensation
Limits
$1,000,000
$1,000,000
$1,000,000
Statutory requirement
B., Commercial general liability ("CGL") insurance must meet or exceed the
requirements of ISO-CGL Form No. CG 00 01 04 13, or equivalent,
covering CGL on an "occurrence" basis, including property damage, bodily
injury and personal & advertising injury with limits no less than $1,000,000
per occurrence. If a general aggregate limit applies, either the general
aggregate limit shall apply separately to this project/location (ISO CG 25
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03 or 25 04) or the general aggregate limit shall be twice the required
occurrence limit.
C. Professional liability coverage will be on an "occurrence basis" if such
coverage is available, or on a "claims made" basis if not available. When
coverage is provided on a "claims made basis," CONSULTANT will
continue to renew the insurance for a period of three (3) years after this
Agreement expires or is terminated. Such insurance will have the same
coverage and limits as the policy that was in effect during the term of this
Agreement, and will cover CONSULTANT for all claims made by CITY
arising out of any errors or omissions of CONSULTANT, or its officers,
employees or agents during the time this Agreement was in effect.
D. For automobiles, the insurance must meet or exceed the requirements of
Insurance Services Office Form Number CA 0001 covering Code 1 (any
auto), or, if CONSULTANT provides proof of a personal automobile policy,
such personal policy must include and indicate business venture coverage
with limits no less than $1,000,000 per accident for bodily injury and
property damage. If CONSULTANT has no owned autos, Code 8 (hired)
and 9 (non -owned), with limits no less than $1,000,000 per accident for
bodily injury and property damage must be included in coverage. If
CONSULTANT does not use an auto for any component of this
Agreement's performance, then CONSULTANT must sign and submit the
form attached as Exhibit "B" to CITY before carrying out work under this
Agreement.
E. The amount of insurance set forth above will be a combined single limit
per occurrence for bodily injury, personal injury, and property damage for
the policy coverage. Liability policies will be endorsed to name CITY, its
officials, and employees as "additional insureds" under said insurance
coverage and to state that such insurance will be deemed "primary" such
that any other insurance that may be carried by CITY will be excess
thereto. CITY's additional insured status will apply with respect to liability
and defense of suits arising out of CONSULTANT's acts or omissions.
Such insurance will be on an "occurrence," not a "claims made," basis and
will not be cancelable or subject to reduction except upon thirty (30) days
prior written notice to CITY, and the notice must include any necessary
endorsement to facilitate such notice to CITY.
F. CONSULTANT will furnish to CITY valid Certificates of Insurance
evidencing maintenance of the insurance required under this Agreement,
a copy of an Additional Insured endorsement confirming CITY has been
given Additional Insured status under the CONSULTANT's General
Liability policy, and such other evidence of insurance or copies of policies
as may be reasonably required by CITY from time to time. Insurance
must be placed with insurers with a current A.M. Best Company Rating
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equivalent to at least a Rating of "A:VII."
G. Required insurance endorsement language is as follows:
Additional Insured Endorsement with this language: "The City of El
Segundo, its elected and appointed officials, employees, and
volunteers as additional insureds."
ii. Cancellation Endorsement with this language: "The City of El
Segundo will receive thirty (30) days written notice in the event of
cancellation, nonrenewed or reduction."
iii. Primary and Non -Contributory Endorsement with this language:
"Coverage is primary and non-contributory such that any other
insurance that may be carried by the City will be excess thereto."
H. Should CONSULTANT, for any reason, fail to obtain and maintain the
insurance required by this Agreement, CITY may obtain such coverage at
CONSULTANT's expense and deduct the cost of such insurance from
payments due to CONSULTANT under this Agreement or terminate
pursuant to Section 15.
23. USE OF SUBCONTRACTORS. CONSULTANT must obtain CITY's prior written
approval to use any consultants while performing any portion of this Agreement. Such
approval must approve of the proposed consultant and the terms of compensation.
24.INCIDENTAL TASKS. CONSULTANT will meet with CITY monthly to provide the
status on the project, which will include a schedule update and a short narrative
description of progress during the past month for each major task, a description of the
work remaining and a description of the work to be done before the next schedule
update.
25. NOTICES. All communications to either party by the other party will be deemed
made when received by such party at its respective name and address as follows:
If to CONSULTANT:
Attention: Michael V. LaFalce Jr.
Partner Assessment Corporation dba
Partner Engineering and Science, Inc.
222 Bloomingdale Road, Suite 303
White Plains, NY 10605
914-222-8604
mlafalce@partneresi.com
in
If to CITY:
Attention: Eric Brown
City of El Segundo
350 Main St
El Segundo, CA 90245
310-524-2368
ebrown@elsegundo.org
Agreement No. 7531
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Any such written communications by mail will be conclusively deemed to have been
received by the addressee upon deposit thereof in the United States Mail, postage
prepaid and properly addressed as noted above. In all other instances, notices will be
deemed given at the time of actual delivery. Changes may be made in the names or
addresses of persons to whom notices are to be given by giving notice in the manner
prescribed in this paragraph.
26. PROHIBITED USE OF ARTIFICIAL INTELLIGENCE.
A. Restriction on Artificial Intelligence Usage. CONSULTANT must not
utilize, employ, or incorporate any form artificial intelligence, machine
learning, or other similar technologies (collectively, "Al") in the provision of
professional services in this Agreement without CITY's express written
consent.
B. Exclusions. The Al prohibition set forth directly above will not apply to
general business tools and software that may have Al components but are
not directly involved in the execution or delivery of professional services
that this Agreement covers, provided that such tools and software do not
significantly impact the quality or nature of such services.
C. Notification. CONSULTANT must promptly notify CITY, in writing, of any
proposal to employ Al in connection its provision of services to the CITY
under this Agreement. CITY will have the sole discretion to grant or deny
such proposal.
27. CONFLICT OF INTEREST. CONSULTANT will comply with all conflict of interest
laws and regulations including, without limitation, CITY's conflict of interest regulations.
28. BACKGROUND CHECK; FINGERPRINTING; ASSOCIATED TRAINING. If
CONSULTANT's work involves contact with minors, before conducting any performance
of this Agreement, all Seller's employees, subcontractors, volunteers, or other agents
that will perform CONSULTANT's work under this Agreement must submit to and pass
a background/fingerprint investigation conducted or approved by City. CONSULTANT
affirms and attests that its employees, subcontractors, volunteers, or other agents that
will perform CONSULTANT's work under this Agreement have completed training in
child abuse and neglect identification and training in child abuse and neglect reporting,
which may be met by completing the online mandated reporter training provided by the
Office of Child Abuse Prevention in the State Department of Social Services.
CONSULTANT affirms and agrees that the background and reporting training will be
completed before beginning performance under this Agreement. Upon City request,
CONSULTANT will promptly furnish proof of completion of such mandated reporter
training to City, but in no event no later than two business days following City's request.
29. SOLICITATION. CONSULTANT maintains and warrants that it has not employed
nor retained any company or person, other than CONSULTANT's bona fide employee,
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to solicit or secure this Agreement. Further, CONSULTANT warrants that it has not
paid nor has it agreed to pay any company or person, other than CONSULTANT's bona
fide employee, any fee, commission, percentage, brokerage fee, gift or other
consideration contingent upon or resulting from the award or making of this Agreement.
Should CONSULTANT breach or violate this warranty, CITY may rescind this
Agreement without liability.
30.THIRD PARTY BENEFICIARIES. This Agreement and every provision herein is
generally for the exclusive benefit of CONSULTANT and CITY and not for the benefit of
any other party. There will be no incidental or other beneficiaries of any of
CONSULTANT's or CITY's obligations under this Agreement.
31.INTERPRETATION. This Agreement was drafted in, and will be construed in
accordance with the laws of the State of California, and exclusive venue for any action
involving this agreement will be in Los Angeles County.
32. COMPLIANCE WITH LAW. CONSULTANT agrees to comply with all federal, state,
and local laws applicable to this Agreement.
33. ENTIRE AGREEMENT. This Agreement, and its Attachments, sets forth the entire
understanding of the parties. There are no other understandings, terms or other
agreements expressed or implied, oral or written. This Agreement will bind and inure to
the benefit of the parties to this Agreement and any subsequent successors and
assigns.
34. RULES OF CONSTRUCTION. Each Party had the opportunity to independently review
this Agreement with legal counsel. Accordingly, this Agreement will be construed simply, as
a whole, and in accordance with its fair meaning; it will not be interpreted strictly for or
against either Party.
35. SEVERABILITY. If any portion of this Agreement is declared by a court of
competent jurisdiction to be invalid or unenforceable, then such portion will be deemed
modified to the extent necessary in the opinion of the court to render such portion
enforceable and, as so modified, such portion and the balance of this Agreement will
continue in full force and effect.
36.AUTHORITY/MODIFICATION. The Parties represent and warrant that all necessary
action has been taken by the Parties to authorize the undersigned to execute this
Agreement and to engage in the actions described herein. This Agreement may be
modified by written amendment. CITY's executive manager, or designee, may execute
any such amendment on behalf of CITY.
37. ELECTRONIC SIGNATURES; SIGNATURE AUTHORITY. This Agreement may be
executed by the Parties on any number of separate counterparts, and all such
counterparts so executed constitute one Agreement binding on all the Parties
notwithstanding that all the Parties are not signatories to the same counterpart. In
accordance with Government Code § 16.5, the Parties agree that this Agreement,
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Agreements ancillary to this Agreement, and related documents to be entered into in
connection with this Agreement will be considered signed when the signature of a party
is delivered by electronic transmission. Such electronic signature will be treated in all
respects as having the same effect as an original signature. CONSULTANT warrants
that its signatory (or signatories, as applicable) to this Agreement has the legal authority
to enter this Agreement and bind CONSULTANT accordingly.
38. CAPTIONS. The captions of the paragraphs of this Agreement are for convenience
of reference only and will not affect the interpretation of this Agreement.
39. TIME IS OF ESSENCE. Time is of the essence for each and every provision of this
Agreement.
40. FORCE MAJEURE. Should performance of this Agreement be prevented due to fire,
flood, explosion, acts of terrorism, war, embargo, government action, civil or military
authority, the natural elements, or other similar causes beyond the Parties' reasonable
control, then the Agreement will immediately terminate without obligation of either party
to the other.
41. STATEMENT OF EXPERIENCE. By executing this Agreement, CONSULTANT
represents that it has demonstrated trustworthiness and possesses the quality, fitness
and capacity to perform the Agreement in a manner satisfactory to CITY.
CONSULTANT represents that its financial resources, surety and insurance experience,
service experience, completion ability, personnel, current workload, experience in
dealing with private consultants, and experience in dealing with public agencies all
suggest that CONSULTANT is capable of performing the proposed contract and has a
demonstrated capacity to deal fairly and effectively with and to satisfy a public CITY.
[Signatures on next page]
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Agreement No. 7531
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IN WITNESS WHEREOF the parties hereto have executed this contract the day
and year first hereinabove written.
CITY OF EL SEGUNDO
aD-
Darrer'beorge,
City Manager
ATTEST:
Susni Truax,
City Clerk
APPROVED AS TO FORM:
MARK D. HENSLEY, City Attorney
By: —44 w i::��
David King, Assist City Attorney
MM
r
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PARTNER ASSESSMENT
CORPORATION dba PARTNER
ENGINEERING & SCIENCE, INC.
By: Jenny Redlin
Title: Chief Experience Officer
By:
Title:.
Taxpayer ID No.
20-8264379
Consultant City Business License No.
46590
September 10, 2025
PARTNER ENGINEERING AND SCIENCE, INC. TECHNICAL PROPOSAL FOR
EL SEGUNDO 2025 FACILITIES CONDITION ASSESSMENT
FOR THE CITY OF EL SEGUNDO - RFP#25-03
Submitted to:
City of El Segundo Public Works Department
Eric Brown
Office of the City Cled<
350 Main Street, Room 5
El Segundo, CA 90245
E: ebrown@elsegundo.org
Building Engineering Environmental Consulting
& Assessments & Remediation
Submitted by:
Partner Engineering and Science, Inc.
iNlichael LaFalce, Jr., RA
Point of Contact/Contract Manager
(914) 343-47 00 1 Fa1c r artneresi.corrr,
Gary Cohn, RA, Director of Inst. A&E Services
Alternate Point of Contact
';'14) 244-3648 1 gcohn@partneresi.com
Construction & Energy & Sustainability
Development Services Consulting
Agreement No. 7531
PARTNER
Engineering and Science, Inc:
1. COVER LETTER/tNTRODUCTION
September 10, 2025
Eric Brown, Project Manager
City of El Segundo, Department of Public Works
350 Main Street, Room 5
El Segundo, CA 90245
Subject: Request for Proposal for 2025 Facilities Condition Assessment-RFP 25-03
Dear Mr. Brown,
On behalf of our project team, we are pleased to submit our proposal to provide the requested services at the listed
facilities for the City of El Segundo (the City). We feel that the City will benefit from Partner's capabilities resulting in
efficiencies and savings both in time and budget for your projects. Our dedicated team members bring the following
strengths in support of your planning efforts:
V Collaborative With ax Focus on Cu,staa er Servi e. Partner's goal is to work with you as a team member rather than
just a hired consultant to provide the highest level of service. We have experience in resolving property assessment
and planning challenges for municipal, county, housing authority, nonprofit, and private clients. Assessments are
a core service area for Partner, with more than 17 years in the industry.
✓ Depth of F'aa erience. Our goal is to "fill in the gaps" for all service delivery phases and to offer solutions for investors
and occupiers to help strengthen and position their real estate for its best productivity and value proposition.
Partner's Integrated Facilities Solution team provides tailored solutions that improve, strengthen, and develop more
consistent outcomes to facility occupiers and managers.
" integrated focal Team. Our team has proven experience working together on assessments of buildings throughout
the region and multi -site portfolios and includes in-house architects, environmental professionals, and professional
engineers with expertise including civil, roofing, structural, mechanical, electric, plumbing, seismic, fire protection,
environmental, ADA, and LEED AP -accredited energy efficiency and sustainability experts.
Capital Planning "Toads„ We can fully support your team's management of your properties by providing real-time
dashboards so your team can easily view and analyze your assessment data and capital planning costs at their
convenience, without the need to contact us.
As your designated central point of contact ensuring prompt service, customer satisfaction, and complaint
resolution, I am committed to this effort for the entire duration of service delivery and have a comprehensive
understanding of how to meet and exceed requirements as outlined in the RFP. Thank you again for the opportunity
to provide our solution for this project.
Best regards,
Michael LaFalce, Jr., RA Gary Cohn, RA
Principal, Managing Director Principal, Director of Inst. Architectural & Engineering Services
PARTNER ENGINEERING AND SCIENCE, INC. PARTNER ENGINEERING AND SCIENCE, INC.
(!?4- ids 7Cihf:il"II18"BSI i01f4-d o1 n)lafalce'`partnei -si com 1l914� �D
More Than Just Assessments. Solutions.
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
2. TABLE OFCONTENTS
1. Cover Letter/Introduction..........................................................................................
2. Table of Contents........................................................................................................
3. Executive Summary...................................................................................................................1
ProjectUnderstanding.............................................................................................................................................1
4. Experience.................................................................... ...................» ............. ......... .............. 3
Overview of Experience with Similar Projects..................................................................................................
5
WhyPartner?...............................................................................................................................................................
7
S. Third-Party/Subcontractors...........................................................................................8
6. Staff Biographies...................................................................................................................... 9
7. Completed FCA Samples(s) ......... ........ ...........................,.........................................13
8. Proposal Response ............................................................,........ ....................... ..........17
Project Understanding and Approach.............................................................................................................17
Facility Assessment Planning...............................................................................................................................17
9. Issues and Challenges.............................................................................................................24
10. Professional Services Agreement.......................................................................................
25
11. Termination for Default.......................................................................................................
25
12. Termination for Convenience......................................................................................25
13. Acknowledgement of Insurance.........................................................................................25
14. Company References..................,,................................,................................. .............
26
15. Pricing.................................................................................................................................29
Appendices
A Resumes
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
3. EXECUTIVE SUMMARY
PROJECT UNDERSTANDING
Partner Engineering and Science, Inc. is pleased to submit our proposal for the City of El Segundo's 2025 Facilities
Condition Assessment (FCA) RFP No. 25-03. Our submission reflects a comprehensive, data -driven approach to
evaluating the condition of 14 key municipal facilities, with the goal of supporting the City's capital planning,
maintenance prioritization, and long-term infrastructure investment strategy.
Approach & Methodology
Our team will conduct thorough site evaluations, non-destructive testing, and stakeholder interviews to assess
architectural, structural, mechanical, electrical, plumbing, ADA, fire/life safety, energy efficiency, and environmental
systems. We will integrate findings from the City's 2019 FCA and completed projects to produce updated, facility -
specific reports. Each facility will be assigned a Facilities Condition Index (FCI), and we will provide cost estimates
for both renovation and replacement scenarios. Deliverables will include:
• Individual FCA reports for each facility
• A 5-year urgent -priority Capital Improvement Program (CIP)
• A 10-year long-term prioritized CIP
• Funding mechanism recommendations
• Draft and final presentations to City staff
Our team uses established project and workforce management software, project management processes, and
quality assurance/quality control procedures, with oversight and review by experienced senior level personnel and
managers, which are detailed in Section 8-Project Understanding and Approach.
Proposal Highlights
Our proposal addresses all required components outlined in Section 3 of the RFP, including a detailed cost proposal,
and a full response to the Scope of Services. We have also identified potential challenges unique to this assessment
and outlined mitigation strategies based on our experience with similar projects. Partner's team of licensed
engineers and certified specialists will also perform a basic energy review to assess energy efficiency and provide a
high-level estimate of the economic viability of potential energy cost savings measures for the building's primary
MEP systems and envelope. The review will include an overview of annual baseline energy usage, identified energy
efficiency measures, a review of applicable energy codes, and a summary table presenting order -of -magnitude
savings and costs. Findings will be documented in a standalone report.
Experience
Partner was incorporated in the City of Torrance in 2006, and a local business enterprise (LBE) in Los Angeles County,
with 1,500 employees, 300+ in California and still growing, with a proven track record of delivering more than 12,000
condition assessments and capital planning services across California in the last 5 years, with an average of 2,400+
annually, which includes a wide variety of structures and property types and sizes and capital planning services. To
date, Partner has completed more than 2,500 ASHRAE Level 1 studies, 4,500 ASHRAE Level 2 studies, 90 ASHRAE
Level 3 and RCx projects, and over 1,000 additional energy program —related studies. We have provided various
multidisciplinary engineering services to 70 California public agencies (city, county, and housing authorities) and
hundreds of other private corporations, lenders, developers, commercial real estate investors, nonprofit and
religious organizations across the state, so we are very familiar with governmental requirements and processes.
Many of our condition assessments have also included additional services, such as energy surveys, mechanical,
electrical, plumbing/fire life safety (MEP/FLS) evaluations, accessibility or ADA assessments, structural investigations,
11 P a g e PARTNER 0,61'300
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
and roof assessments. Our multidisciplinary team has extensive experience in building sciences, environmental
consulting, and municipal infrastructure assessments. We bring deep familiarity with California building codes, ADA
compliance, and environmental safety standards. We are a full -service environmental and engineering consulting
company offering multidisciplinary services in engineering and environmental services including Environmental
Health & Safety and Regulatory Compliance, Environmental Remediation, Energy and Sustainability Consulting,
Construction Services, Construction Risk Management, Geotechnical Investigation, Industrial Hygiene, Land
Surveying and Mapping, and Zoning Services.
Staffing
Our proposed key personnel include seasoned professionals with expertise in architecture, engineering,
environmental science, and project management. Our key team members have between 10- to 30 years of
experience in the engineering consulting industry and also performed projects prior to joining Partner, in California
and throughout the country for both public and private clients. Each team member's resume is included, detailing
their qualifications, certifications, and relevant experience. Michael LaFalce, Jr., a registered architect and our
Managing Director for Facility Conditions Assessments with 20+ years of experience in engineering consulting, will
serve as the primary point of contact for contract management and overall program management, along with Gary
Cohn, a licensed architect in California and long-time resident with 30+ years in the consulting field and industry
experience in condition assessments and in-depth local area knowledge, will serve as the alternate point of contact
and oversight of the project manager and assessor team. We provided short bios with experience and training
highlights, along with full resumes in Appendix A.
Summary
Partner is an established leader in property assessments, with deep experience delivering mission critical information
to clients, through notifications, an optional online client portal, emails, and conversations with experts. Kick-off
meetings and regular training will keep all stakeholders aligned, reducing miscommunication and keeping projects
on time. Partner is a national leader in condition assessments, with a California -based staff of experts managing a
high volume of projects across all property types, including office buildings, mixed -use, parks and recreational
facilities, medical facilities, multifamily, and many more. These expert -backed services are also integrated with other
Partner offerings like environmental, survey, zoning, and appraisal services, allowing Partner to uniquely offer "one -
stop shop" in-house multidisciplinary services in addition to the requested services.
PARTNER 0 2 1 P a g e
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
4. EXPERIENCE
Partner Engineering and Science, Inc. (Partner) is a full -service engineering, environmental, and energy
consulting firm founded in 2007 and incorporated as a Corporation S in California. Headquartered in Torrance,
California, and with over 1,500+ employees across 40+ office locations, including 6 offices in California, Partner
is well -positioned to support the City of El Segundo with local expertise and national resources.
Partner has a proven track record of delivering high -quality, multidisciplinary services to public agencies,
municipalities, and private sector clients. Our offerings include building assessments, environmental consulting,
energy and sustainability solutions, and construction risk management —services that align closely with the needs
of city governments managing infrastructure, facilities, and compliance. Partner is not involved in any pending
litigation that would affect our ability to deliver proposed solutions, ongoing maintenance, or support services.
Partner offers the full spectrum of our multidisciplinary assessment personnel including civil, structural, and forensic
engineers; architects and construction professionals; zoning and feasibility professionals; and fa4ade, roof, mechanical,
electrical, plumbing, environmental, and energy specialists. The range of services we provide includes the following:
Building Assessments
o Facility Condition Assessments (FCAs)
o Property Condition Assessments (PCAs)
o Green/Physical Needs Assessments (PNAs)
o Maintenance and Capital Planning
o Building System Specialty Evaluations
o Forensic Evaluations
o Feasibility Studies
o Space Analysis
o Inventorying, Barcoding, and Tagging
o Accessibility/ADA Surveys
o Seismic Risk Assessments
o Appraisals
Building Engineering & Design
o Mechanical -Electrical -Plumbing (MEP)
o Structural Engineering
o Geotechnical and Forensic Engineering
o Site Civil Engineering
o Roof and Pavement Assessments
Environmental Consulting
Environmental Health & Safety and
Regulatory Compliance
• Environmental Remediation
Energy and Sustainability Consulting
o Building Commissioning
o Energy Audits
o Renewable Consulting
o Solar Feasibility
o Utility and Government Program
Management
. Construction Risk Management
o Contractor Evaluations
o Design and Budget Reviews
o Cost / Budget Estimating
o Construction Progress Monitoring
o Funds Control & Disbursement Services
o Completion Commitments
0 Geotechnical Investigation
m Industrial Hygiene
a Land Surveying and Mapping
a Zoning Services
Partner has a Flat Organizational Structure. Our top-level executives include Joseph P. Derhake, CEO; Dana Derhake,
VP, Secretary, COO; Monique Burrola, COO; Marc Goldberg, CFO; and Frank S. Romeo, Jr., President. Our top-level
executives and bios are listed on our website at: https://www.partneresi.com/about/meet-the-partners/executive.
Our website also includes managers and registered professionals with bios for each service line area provided by
Partner. The following divisions were created to efficiently provide the services requested by our clients.
Full Name: Partner Assessment Corporation DBA Partner Engineering and Science, Inc.
Headquarters Address: 2154 W. Torrance Blvd., Suite 200, Torrance, CA 90501
Business Organization/Legal Formation/State of Incorporation/Year: Corporation S, California, 2006
Federal ID Number: 20-8264379; Local Business Enterprise (LBE) Certification: Los Angeles (2022-27)
3y
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
Integrated Facilities Solutions
Our Integrated Facilities Solutions (IFS) group focuses specifically on a wide range of multidisciplinary assessment
and solution services and is divided into two main groups: Building Envelope Solutions and Facilities Assessment
and Solutions. Partner's IFS Group offers a full range of capital planning, condition assessment, construction
monitoring, and specialized assessments for real estate investors and occupiers. Our goal is to "fill in the gaps" for
all service delivery phases and to offer solutions for investors and occupiers to help strengthen and position their
real estate for its best productivity and value proposition. The IFS Group provides a wide array of services enabling
us to provide in-house resource solutions for our clients. We focus on providing consulting services by a team of
in-house industry experts including facility condition assessment professionals, architects, registered technical
consultants, registered roof observers (RROs), and inspectors with decades of experience specifically related to
assessing the condition of properties and buildings involving the building envelope, roofing, pavement, facade, and
mechanical, electrical, and plumbing (MEP) systems, fire and life safety systems, and construction. This deep and
diverse team allows us to bring holistic assessments and solutions at both a national and international scale, with
greater speed and understanding than firms who typically are not engaged to support the built environment.
The IFS team has provided these
services in the areas of regulatory
support, compliance, and corporate
initiatives; collecting and assembling
more robust asset data for
operational and capital injection
purposes; and developing and
forecasting long-term programs
around key asset components, like
roof system maintenance,
replacement, and safety. Our
capabilities and solutions are
instrumental in moving the needle
from reactive maintenance spends
toward proactive facility management.
Deep
Single' -Asset
Dives
0 Feasiibifity Studies &
Construction Services
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Seismic Risk
Assessments
Partner's IFS team provides vital tools for property owners to plan and prioritize short- and long-term investments
to their facilities. We commonly serve institutional investor and owner clients who demand a high level of detail in
our reporting and communications. Clients benefit from Partner's IFS team's extensive experience in evaluating
building conditions, identifying deferred maintenance needs, creating maintenance and capital planning tools,
establishing budgets, and providing consultation to meet facility lifecycle and planning goals. Partner's IFS team
provides tailored solutions that improve, strengthen, and develop more consistent outcomes to facility occupiers
and managers. Our service offerings are crafted to meet the specific needs of our client.
Americans with Disabilities Act/Accessibility Assessments
Partner has extensive experience with performing Section 504 accessibility assessments in California as well as
nationwide. When performing an accessibility assessment (also known as an accessibility survey), our assessors
check for compliance against all applicable regulations, including Section 504 of the Rehabilitation Act, the Uniform
Federal Accessibility Standards, the Americans with Disabilities Act (ADA), the Architectural Barriers Act, and state
and local regulations. Accessibility screening is routinely incorporated into FCAs, but additional assessment by an
accessibility specialist can be performed depending on the needs of the user. We also perform standalone
accessibility assessments for clients upon request. Partner's team of accessibility experts, consisting of Certified
Access Specialists (CASp), Registered Accessibility Specialists (RAS), Registered Architects, and experienced
4 1 P a g e PARTNER 0 !,j
1i
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
engineering staff, has performed nearly 2,400 accessibility assessments to date, including 1,100 in the state of
California. Our clients include public housing authorities, corporations such as Google and Tesla, institutional owners
such as Oxford Properties and Barings, and affordable housing developers such as Mercy Housing, Path Venture,
LINC Housing, Community Preservation Partners, Brilliant Corners, and Opportunity Housing Group. We are the
leading provider of due diligence services for Fannie Mae and Freddie Mac lenders, which are primary lending
platforms for Low -Income Housing Tax Credit (LIHTC) projects. We have a dedicated division for U.S Department of
Housing and Urban Development (HUD) projects that has performed nearly 4,500 PNA/CNAs for HUD lenders, each
of which included Section 504 accessibility screening.
Partner's Energy team is a nationwide provider of building science services, with a robust resume of energy
assessments. We seamlessly share resources and personnel and collaborate on numerous projects. Each team
contributes industry -leading expertise and experience, delivering customized solutions that meet client goals in the
most expedient and cost-effective manner. By recommending and implementing fiscally responsible energy
efficiency measures, our team helps clients reduce energy usage and energy costs. Our recommended solutions are
economically sound, as we take into consideration the client's energy goals as well as their investment return criteria.
Partner's Energy team helps integrate Environmental, Social, and Governance (ESG) Consulting/Sustainability
Management into every stage of your asset's lifecycle and communicate your commitments to investors and
stakeholders. We provide end -to -end ESG consulting services, including:
• Strategic guidance and planning sessions
• Historical ESG effort data collection — review property documentation to capture ESG efforts and improvements
• Asset evaluation and metrics tracking
• Reporting using frameworks such as GRI, GRESB, SASB, UN PRI, Sustainalytics
We also offer the following enhanced services to support your entire portfolio and meet your real estate ESG goals:
• Benchmarking and Periodic Reporting
• Climate Change and Resiliency Assessment
• Energy and Water Audits
• ESG Scorecard/Sustainability Study
• Greenhouse Gas (GHG) Emissions
• Green Building Certifications
• Solar Feasibility
Integrated Environmental Solutions
We invite you to explore information about our dedicated
energy team, projects, and links to recent articles on
climate change, reducing .greenhouse gas emissions, and
energy efficiency and sustainability by our Energy team
President, Tony Liou (httpso1/ aptrenergy core .
Partner has the expertise needed to understand, prevent, monitor, and remediate any environmental concerns
affecting your real estate interests and operations. Our large staff of qualified environmental professionals includes
Leadership in Energy and Environmental Design (LEED) professionals, soil scientists, energy specialists, industrial
hygienists, and toxicologists. Partner's professional staff possesses the regulatory knowledge, technical skills, and
project management expertise required to identify and minimize environmental risks during real estate transactions
and property ownership/operations. We help our clients select effective solutions to any environmental issues they
face.
We have significant condition assessment experience in California with more than 12,000 condition assessments in
the last 5 years, which includes various types of structures and property types and sizes including office buildings
and parking lots, multifamily buildings, shopping centers, banks, medical centers, hotels, YMCA facilities,
warehouses, distribution facilities, manufacturing centers, stores or retail buildings, parking lots, parks and
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
recreation facilities, and school campuses. To date, Partner has also
completed more than 2,500 ASHRAE Level 1 studies, 4,500 ASHRAE Level 2
studies, 90 ASHRAE Level 3 and RCx projects, and over 1,000 additional
energy program —related studies. Our key team members have also
performed projects prior to joining Partner, in California and throughout the
country. Many of our condition assessments have also included energy
surveys, mechanical, electrical, plumbing/fire life safety (MEP/FLS)
evaluations, accessibility or ADA assessments, structural investigations, and
roof assessments.
Partner offers the City our strong local presence, with staff based out of our
Torrance office, as well as our five other California offices and remotely,
which allows for immediate response to contract demands. Our key
personnel have extensive experience providing building assessment services
for municipal, city, county organizations, schools, boards of education, state
and local agencies, corporations, and other client types. As a result, we are
well versed with a variety of processes, which allows us to hit the ground
running —saving you time and money.
We offer the full spectrum of our multidisciplinary assessment personnel
including civil, structural, and forensic engineers; architects and construction
professionals; and facade, roof, MEP, seismic, and energy specialists. Our _
dedicated team of licensed professionals includes civil, mechanical, and '
structural engineers; environmental professionals; geologists; architects and _
energy specialists, among many others. Our local multidisciplinary team
based out of our six California offices possesses the technical skills, °
resources, and experience to deliver the quality assessments and reports our
clients rely on. We will service this contract from our local Torrance office,
with highly experienced professional staffing and leadership support to fulfill the required scope. Our team members
are familiar with Torrance and governmental agencies and have performed work previously for clients throughout
the Western region, including local municipalities and other public agencies throughout California.
Sample List of Clients or Projects in California
• Governmental Agencies: County of San Mateo, City of Riverside, County of Santa Cruz, City of Chino, City of
Pasadena, University of California -San Diego, City of LaVerne, City of Los Angeles, County of San Diego Health &
Human Services Agency, California Housing Finance Agency, Sutter County Development Services, City of Newport
Beach, County of Santa Cruz, County of Alameda, Sonoma County Community Development Commission), County
of San Mateo, City of Riverside, County of Santa Cruz, City of Chino, City of Pasadena, University of California -San
Diego, City of LaVerne, City of Los Angeles, County of San Diego Health & Human Services Agency, California
Housing Finance Agency, Sutter County Development Services, City of Newport Beach, County of Santa Cruz,
County of Alameda, Sonoma County Community Development Commission)
• Affordable Housing, Multifamily / Senior Care/ Healthcare Centers: Housing Authority of the City of Los Angeles,
Sacramento Housing Redevelopment Authority, Housing Authority of the County of Kern, San Bernardino County
Development and Housing, Housing Authority of the City of Port Hueneme, Housing Authority of the County of
Butler, Housing Authority of the City of San Buenaventura, Sacramento Rehabilitation Hospital, St. George Medical
Plaza, Comfrey Senior Apartments, Vintage Woods Senior Apartments, Eskaton Care Center, Margaret McDowell
Manor, Mercy Medical, Verandas Senior Apartments, Fresenius Care, , Pacific Palms Healthcare, Yorkshire Village,
Cloisters of the Valley, and YWCA.
Agreement No. 7531
Hotels: Hilton Garden Inn, Hotel Cerro, San
Joaquin Hotel, The Renaissance, Hampton
Inn, Springhill Suites, Residence Inn,
Homewood Suites, Good Nite Inn, Days Inn,
Royal Plaza, Motel 6, Best Western, Majestic
Inn, Sheraton Grand Hotel, Embassy Hotel,
Holiday Inn, Sheraton Sonoma Wine Country,
and NoMad Hotel.
. Retail/Pharmacy/Banks: Amazon, Dollar
General, Petco, Costco Retail Building, Save
Mart, Club One Casino, Aetna Life Insurance,
Fresno Truck Terminal, Sunnyside Shopping
Center, Ashlan Park Shopping Center, Burger
King, Save Mart, Walgreens, Smart and Final
Stores, Lowe's, Citibank, Chase, Amazon,
Verizon Wireless, Dollar General, Petco,
Walmart, Chase, Wells Fargo, United Oil,
O'Reilly Auto Parts, AT&T, Westfield Galleria,
and Google.
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
12,000+ condition assessments performed by Partner's staff in California in
w And other business types: Educational the last 5 years.
facilities and schools, nonprofit organizations, healthcare, childcare, auto, storage, banks, shopping centers, offices, and
multifamily/apartment buildings.
WHY PARTNER?
Proven Track Record and Experience. Condition assessments are a core
service area of Partner. Partner's California and national assessment Partner's team offers:
practice consists of a multidisciplinary FCA team and is thriving based on . Extensive California regional
our staff's ability to execute detailed, thoughtful, and cost-effective analysis experience conducting all services
of building conditions. Professional licenses or qualifications held by required by this contract.
members of our staff include Professional Engineers (PEs), Registered . Depth and breadth of
Architects (RAs), Civil/Structural Engineers, Mechanical Engineers, Electrical experienced professionals located
Engineers, Architects, Appraisers, Energy Specialists, and Registered in Los Angeles County, and quick
Roofing Consultants. We have proven experience working together on access to the City's properties.
assessments of California buildings and multi -site portfolios, with an
extensive track record of performing local multidisciplinary assessments on all building types.
We are Local. We will service this contract from our Torrance office in southern California, with highly experienced
professional staffing and leadership support to fully provide the depth and breadth of services required as outlined.
We will be drawing from our local in-house integrated multidisciplinary assessment and planning team in Torrance
including in-house registered architects and professional engineers with expertise in civil, facade, roofing, mechanical,
electric, plumbing (MEP), structural, seismic, fire protection, and LEED AP -accredited energy efficiency and
sustainability experts.
Capacity and Availability to Complete Projects. Partner has the appropriate professional staffing and resources to
address the assignments under this contract. Partner's depth of resources, large professional staff, and our process
efficiencies ensure new projects can be added and successfully completed on time, on scope, and on budget.
Multidisciplinary Capabilities. Our clients consider us a trusted multidisciplinary resource and regularly request
additional services such as energy/sustainability evaluations, MEP/FLS and roofing assessments, ADA surveys,
PARTNER . , I . R 0 a wI1"
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
zoning reports and ALTA surveys, health and safety/industrial hygiene assessments and environmental services
(asbestos, radon, mold, and lead -based paint screening; Phase I and II ESAs; and COVID-19 re-entry services), ESG,
energy, and operations and maintenance plans. We have performed these services throughout the U.S. in addition
to or coupled with condition assessments and have experienced unprecedented growth and demand during the
pandemic due to our "one -stop shop" capabilities, versatility of staff, and fast turnaround times.
Cohesive Assessment and Planning Team. Understanding your business is more than our tagline, it's our mission
statement and at the heart of our business model. With our deep collection of talented staff from every corner of
the asset management industry, we appreciate that one size does not fit all. This multidisciplinary team and project
approach allow us to provide timely cost evaluations for each facility for client capital budgeting, planning, and the
decision -making process.
Extensive Local Municipal, City, Government, and Private Client Experience. We have experience resolving
property condition and planning challenges for other municipal, city, county, and private clients. Our experience
with public agencies includes municipal, county, city, federal, and public school district clients. As a result, we are
familiar with a variety of procedures and requirements. Condition assessments are a core service area for Partner,
with more than 17 years in the industry. We hold many current contracts with public and private California clients,
some of which we have had since inception, so we are familiar with California state and local procedures.
Programmatic Capital Budgeting and Planning Services and Tools. We can fully support your ongoing
investment planning and decision making by providing real-time dashboards to help you make informed decisions.
Consistency and Scalability. With about 1,500 employees across the U.S., Partner can scale to handle large portfolios
expediently. With each project, Partner assigns a single point of contact to ensure frequent communication and
responsiveness to our client. An internal technical program manager assesses the project and creates a plan, and our
centralized staffing and project management team ensure consistent, high -quality execution and deliverables.
Energy Services. Partner's Energy team is a nationwide provider of building science services, with a robust resume
of energy assessments. We seamlessly share resources and personnel and collaborate on numerous projects. Each
team contributes industry -leading expertise and experience, delivering customized solutions that meet client goals
in the most expedient and cost-effective manner. By recommending and implementing fiscally responsible energy
efficiency measures, our team helps clients reduce energy usage and energy costs. Our recommended solutions are
economically sound, as we take into consideration the client's energy goals as well as their investment return criteria.
5. T LR -PAR /sU CO TRACTORS
Partner intends to utilize in-house staff for this contract.
8 1 P a g
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
6. STAFF BIOGRAPHIES
Partner's key staff for this project are senior level in terms of expertise and years of experience in providing
detailed assessments of visually detectable deficiencies in building components and systems. Partner's
approach is strengthened by our team's extensive experience assessing and evaluating building structures and
systems. Our team selected for this project will be primarily dedicated to this contract to ensure consistent quality
and timeliness of our project deliverables. We commit to using our ever-growing pool of professionals and field
staff to your projects. Partner has ample staff in California based in six office locations as well as remotely who are
available for work on this contract. Brief biographies and experience of key personnel are included below:
MICHAEL V. LAFALCE, JR, RA, TECHNICAL LEAD/POINT OF CONTACT, PRINCIPAL, MANAGING DIRECTOR
Michael brings over 20 years of combined
experience in architecture, design, management,
eer review, detailing and
/ monitoring investigation, the p construction, operations and
assessment of multiple large-scale projects,
facilities and clients. Michael's current role as Managing Director
includes the management of Subject Matter Experts with varying
degrees of expertise, each with the goals to 'Fill in the Gams" for all
service delivery phases, and to offer solutions for investors and
occupiers to help strengthen and position their real estate for its
best productivity and value proposition. Michael has performed
and managed over 1 000 Condition Assessment and Solutions
EDUCATION
Bachelor of Science in Architecture
New York Institute of Technology
REGISTRATION/CREDENTIALS
Licensed Architect
HIGHLIGHTS
20+ years' experience in the architecture and
engineering industry.
0 10+ years of experience providing
consultative solutions for the real estate and
and has served industry leading clients and municipalities due diligence occupier/owner markets.
including County of Santa Cruz, CA, Hemet Wellness Center, CA,
Marion County, FL, City of Pampano Beach, FL, Pinellas County, FL, Duval County Schools, FL, Florida Department of
Management Services, Tennessee Valley Authority, NC Department of Corrections and the City of Mobile, AL. Length of
Time with Partner: 5 years
GARY COHN, AIA, PRINCIPAL, ALTERNATE POINT OF CONTACT I DIRECTOR, INSTITUTIONAL A&E SERVICES
EDUCATION
California State Polytechnic University -Pomona; Bachelor
of Architecture - BArch, Architecture
Certificate Construction Law & Real Estate Finance,
University of California, Los Angeles
REGISTRATIONS
Licensed Architect -California
HIGHLIGHTS
Mr. Cohn is Partner's Director of 1*' I
Institutional A&E Services. With
almost 40 years of experience in the
commercial real estate industry, Gary y� 6
brings a wealth of experience and
+
expertise to all projects. An
experienced executive, Gary has a demonstrated history
of working successfully in the design and construction
0 40 years' of experience in the real estate industry. industry. He is a strong technical professional with
Deep knowledge of a large variety of property types, extensive experience in owner's representation, capital
projects, and requirements. planning, building assessment, and property resilience.
Experience with owner's representation, capital planning, Gary has served as Board member and Board President
buildinq assessment, and property resilience. for over 10 years at Families Forward, a non-profit
organization in Irvine, California providing affordable housing and support services to families in Southern California. Gary
also led design and construction teams on the renovation of seven affordable housing projects in the Southern California
area in conjunction with HomeAid OC, a non-profit organization working to eradicate homelessness. Gary will be the
alternate point of contact for this contract. Length of Time with Partner: 5 years
91Pa�e
11rt���
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
SCOTT WEEKS, RA, NCARB, SENIOR PROJECT MANAGER
Mr. Weeks is part of the Integrated
EDUCATION
9J�
Facilities Solutions team at Partner
Bachelor of Architecture, University of Detroit
and over brings 25 ears of
g y
professional experience in due
REGISTRATIONS
diligence consulting, construction
Registered Architect -California C 29048
risk management, site and building analysis, and
HIGHLIGHTS
architectural design and management. He has
4 25+ years in the engineering industry, specializing in
performed these services for transactional, capital
due diligence consulting, construction risk
planning, and occupational purposes on all types of
management, site and building analysis, and
real estate properties including office campuses,
architectural design and management.
office buildings, hotels, enclosed shopping malls,
0 9 years performing energy management consulting
retail strip centers, apartment buildings, warehouse
Commercial Roofing Systems — NRCA and University of
and industrial buildings, parking garages, assisted
Wisconsin
living facilities, mobile home parks, and self -storage
Stucco Design and Performance — Stucco
facilities. Other capabilities include building
Manufacturers Association
envelope investigations and Americans with
Asphalt Pavement Rating and Evaluation — University o
Disabilities Act/Fair Housing Act (ADA/FHA) surveys
Wisconsin
and audits under ASTM Tiers I, II, & III. Mr. Weeks
0 ADA 'Title II and III and CaIDAG Accessibility Standards
has a broad range of experience and refined due
California Buildinq Officials
diligence skills that come from performing over
2,000 property and facility condition assessments. Mr.
Weeks strives to understand the clients' needs and provides
professional consulting services in a clear and concise
manner that is in context with the clients' objectives.
Length of Time with Partner. 5 years
NATE BENTON, PE, CEM, PRINCIPAL, MEP SOLUTIONS
EDUCATION
B.S. Mechanical Engineering with Minor in Business
& Economics —Colorado School of Mines
Graduate -Level Coursework-Commercial Real
Estate Finance/Capital Markets, Univ. of Denver
REGISTRATIONS
Licensed Professional Engineer (PE)
Certified Energy Manager (CEM)
Leadership in Energy and Environmental
Design - Accredited Professional (LEED AP)
HIGHLIGHTS
w 20 years in the engineering industry,
specializing in mechanical engineering.
0 9 years performing energy management
consultinq
Nate has 20 years of engineering,
evaluation, and analytic experience with a J,
focus on due diligence consulting and
energy efficiency analysis services. Nate is
the Director of MEP Solutions and leads a
team of mechanical engineers specializing
in MEP condition assessments and asset
data collection services. He excels in delivering valued
consultation, leading challenging and difficult projects, and
using communication and problem -solving skills to facilitate
coordination between technical teams and clients. He has an
advanced understanding of building systems as gained
through his due diligence consulting experience where he
has advised investors and companies on the physical
condition and operating performance of HVAC, electrical,
and plumbing systems.
Length of Time with Partner. 5 years
101Page PARTNER 0iGj
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
PETER (ROBERT) INTVELD, PE, DIRECTOR -ENERGY
Mr. Intveld is a Director at Partner
EDUCATION
Energy with more than 30 years of
H.T.S.: Mechanical (equivalent to United States B.S.
experience in heating, ventilation, and
degree), Hogere Technische School --Rijswijk,
air conditioning (HVAC) and plumbing
Netherlands
system design, energy auditing, retro-
_.�" commissioning, and commercial and
REGISTRATIONS
Professional Engineer, Mechanical, California
industrial systems. He oversees and manages energy
efficiency projects that help clients qualify for funding
HIGHLIGHTS
based on verified energy savings. Mr. Intveld focuses
. 30 years' experience in energy auditing, retro-
on the design and analysis of HVAC, mechanical,
commissioning, commercial and industrial systems
electrical, and plumbing (MEP), and renewable energy
• 8 years as Director of Partner's Energy division
systems. He leads ASHRAE energy audits, retro-
0 30 years' experience in HVAC and plumbing design
commissioning projects, and cogeneration studies for
a Professional Engineer (PE), CA
clients at commercial properties nationwide. Mr.
9 H.T.S.: Mechanical (equivalent to United States B.S.
Intveld's technical guidance in data modeling and
degree)
analysis lead to recommended measures that meet
. Plumbing Design Certification
client criteria for return on business investment and
0 Advanced technical training, HVAC utilities in
reduce energy usage and costs. Mr. Intveld supports
buildings
commercial projects in both new construction and
O Oversight of 1,000+ energy -related projects at
existing buildings: hospitals and health care facilities,
Partner
educational institutions, central plants, production and warehouse facilities, office and retail properties, and
entertainment and sporting facilities. Length of Time with Partner. 13 years
CHRISTY KIM, AIA, CASP, PRINCIPAL, TECHNICAL LEAD-ADA/SECTION SO4 ACCESSIBILITY
EDUCATION
Ms. Kim serves as a Technical Director of
Accessibility for Partner, with 16 years of "
B. ENVD, Architecture, University of Colorado,
experience in the architectural, engineering, "
Boulder, Colorado
and construction services industry,
Master of Heritage Conservation, Architecture,
performing condition assessments in
University of Southern California, Los Angeles, CA
accordance with American Society of Testing
and Materials (ASTM) standards. She also
REGISTRATION
performs Accessibility Surveys for compliance with the ADA,
Registered Architect (RA) -California
Fair Housing Amendments Act (FHAA), Section 504 of the
Certified Access Specialist (CASp)
Rehabilitation Act, and state and local building code
requirements. She also has significant experience performing
HIGHLIGHTS
accessibility reviews based on standard requirements and
0 16+ years of experience in the real estate
requirements under the Construction -Related Accessibility
industry
Standards Compliance Act (CRASCA). She has performed
• Deep knowledge of accessibility laws, codes
remediation design projects, feasibility studies, condition
and standards
assessments, construction progress monitoring, pre-
Experience with Americans with Disabilities Act
construction plan reviews, Building Owners and Managers
(ADA), Fair Housing Amendments Act (FHAA),
Association (BOMA) surveys, construction quality owner's
and Certified Access Specialist (CASp) surveys
representation, ADA surveys, FHAA surveys, and Certified
Access Specialist (CASp) surveys. Ms. Kim has completed
hundreds of assessments for a variety of real estate investment
stakeholders working with building types and numerous
Accessibility Reviews, CASp Surveys, and Feasibility Studies
throughout California. Length of Time with Partner. 10
111 P 3 e PARTNER 0 J o1)"110
Agreement No. 7531
GARY STEVENS, SENIOR PROJECT MANAGER
11 Mr. Stevens currently serves as a Senior Project
Manager at Partner, where he is responsible for
overseeing all aspects of Equity Property
Condition Assessments (PCAs) for Partner's
wide range of institutional and investor clients
in the commercial real estate industry. His
duties include staffing and monitoring execution of PCAs
according to ASTM or customized standards; troubleshooting
and providing input; communicating progress and
recommendations to clients; and assuring quality and
accuracy of final technical report delivery. Mr. Stevens brings
a combined 40 years of experience in architecture and due
diligence risk assessment of commercial properties, including
portfolios of more than $1 billion. His projects have included
high-rise, mid -rise and low-rise office buildings; commercial
warehouses, storage facilities and manufacturing facilities of
more than 1 million square feet; multi -family residential
complexes over 500 units; manufactured home sites; mixed -
use Research and Development laboratories, campuses and
complexes; hospitality, including low rise to high-rise hotels,
and restaurants at all levels or service, design and quality.
Length of Time with Partner. 6 years
121Pacie
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
EDUCATION
Art Center College of Design — Bachelor of
Science: Environmental Design
REGISTRATIONS
University of Wisconsin — Fire Sprinkler and Life
Safety Certification
Advance Institute of Pest Technology — Branch III
Certification
HIGHLIGHTS
40+ years' experience in architecture and
due diligence risk assessment of commercial
properties
20+ years of experience in Property
Condition Assessments
15+ years of experience in architecture and
commercial construction
5 years of experience in Commercial
Insurance Risk Analysis and Loss Control
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
7. COMPLETED FCA '
COUNTY OF SANTA CRUZ, CA, FCA AND FEASIBILITY STUDY (2019-ONGOING)
Facility Condition Assessment: The County of Santa Cruz engaged Partner to conduct an
FCA for an acquisition of a multi -tenant industrial building consisting of 121,491 SF, set on
8.27 acres. The project included an inhouse multidisciplinary assessor team for MEP, t
thermographic roof scan and assessment, fire and life safety, accessibility assessment, and
seismic evaluation. The report included deficiency costs and photos, a capital planning
schedule for the next 30 years, and results of municipal research, along with
recommendations for servicing and regular maintenance with associated costs as part of the
Capital Plan, along with generator capacity and maintenance. Short-term/immediate and long-term/capital
expenditure cost schedules were provided, including descriptions of deficiencies, recommended remediation and cost
for repair/replacement and cost schedules including a description of the building systems, age, remaining useful life
and cost projects for replacement and maintenance. Once the acquisition was complete, the County would be a
landlord and a tenant within the building.
Condition Analysis and Feasibility Study. The County contracted with Partner to conduct a Feasibility Study and
Condition Analysis for the County Animal Shelter JPA. The scope of work included a multiple phase project including
a Condition Assessment of an existing Veterinary Facility, condition indexing of the facility as it relates to
replacement value and deferred maintenance and the feasibility of completing a new facility. We also provided
rough order of magnitude cost estimating and programmatic development of a new facility for comparisons.
Library Portfolio Pilot. The County Library contracted with Partner to complete a Capital Reserve Study. An initial
Pilot was performed for the Capitol Library to ensure the deliverable was in general conformance with the scope
intent. Once the project was complete, the remaining sites were then assessed in phases as per the County's
schedule and as the renovation or re -construction projects at each site was completed.
Short-term/immediate and long-term/capital expenditure cost schedules were provided, including descriptions of
deficiencies, recommended remediation and cost for repair/replacement and cost schedules including a description
of the building systems, age, remaining useful life and cost projects for replacement and
maintenance. Our team was selected based on our multidisciplinary staff who have between
10-30 years of experience performing FCAs, roof assessments, MEP assessments, fire/life safety
accessibility assessments, and seismic evaluations, and developing capital planning schedules
for these and other building types requested by the client. The building types assessed by the
team are similar to the types and scope requested in the RFQ. We performed the assessment
as requested by the client, under budget and within the requested timeframe.
The County was able to engage us for additional scopes to suit their current needs beyond an FCA, without the
need to contract with another firm, such as more in-depth reconnaissance of sites including seismic retrofit design,
radon screenings, roof, and infrared scanning. Our close proximity to the site was key to providing the client with
immediate turnaround of critical scope items for this acquisition.
CITY OF GOLETA COMMUNITY CENTER, FCA, GOLETA, CA (2016-17)
Partniding
and
nts
on
buildingss and vma or systems) for the Hazardous
ofMaterials
Goleta for capital tal bud et J Y ) City p g
planning purposes. The City is exploring various options for undertaking
repairs, seismic and ADA upgrades, and renovation of the City's Community
Center (4 buildings; 34,804 SF) and needs a comprehensive understanding of:
1) The presence of hazardous materials, the type and extent of such materials,
131Pagz (i",
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
and the cost implications for associated abatement of such materials; 2) Any hidden substandard or hazardous
construction methods and materials that need to be corrected, upgraded or otherwise addressed and cost estimates
for that work. Investigative work for the FCA also included taking core samples and conducting other testing of
building foundations to determine to what extent, if any, building foundation upgrades are needed.
ARCHDIOCESE OF LOS ANGELES, PORTFOLIO PROJECT, CONDITION ASSESSMENTS, ENERGY SURVEYS,
ASSET DATA COLLECTION MANAGEMENT, AND TECHNOLOGY ASSESSMENTS, CA (2019-ONGOING)
Partner performed property condition assessments of more than 300 church or cemetery properties which included
over 3,000 structures to evaluate during a six-month period, including churches, schools, and admin buildings in
the city of Los Angeles. Assessments included evaluations of site areas such as chapel buildings, rectory, convent
and education buildings, maintenance or storage buildings including foundations, roofing, interior public and
employee areas, mechanical rooms, electrical rooms and closets, HVAC systems, restrooms, water heater areas, fire
and life safety rooms, parking and paved areas, ADA parking stalls, crypt structures, and landscaping and fencing.
Reports were provided that detailed immediate and short-term repair items due to potentially unsafe conditions,
code violations, or any other physical deficiencies that would be expected to result in a significant increase in
remedial costs.
Partner has continued to make strides in its latest project with the Archdiocese in which Executive Director Jenny
Redlin and Director of Institutional A&E Services Gary Cohn lead an expansive portfolio assessment of more than
20 Catholic schools (elementary to high school), churches, and priest residences.
Project Manager Danny Kim brings together a convergence of technical talent and advanced technology;
assembling a multidisciplinary team that includes Partners in Property Condition Assessments (PCA) and Mechanical,
Electrical, and Plumbing (MEP) evaluations, ADCM, Limited Energy Survey, and Technology.
Specialists on the project include PCA: Ali Khalidi; Anna Maria Grune; John Gajewski;
Mathew Sanchez; and Ed Garcia; MEP Assessments: Justina Jones; John Krieg; Rusty
Cox; Hector Varela; Henry Demirchyan; Jesse Rogers; Chuck Welch; and Alyssa Lehto;
ADCM: Brady Johnson; and Limited Energy Survey: Rob Intveld and Victor Inhelder.
To support the LA Archdiocese's planning, Technology Product Manager Josh
McCullough and his team provide a real-time data hub through Partner's Analytics
Dashboard powered by Power BI. The Dashboard integrates data captured in BlueLynx
— such as costs and building systems — and allows users to visualize and customize how their data is presented. For
this project, the team recently enhanced custom filters for pastoral regions and deaneries, this enables archdiocese
leaders to interactively view and manage property data. By combining technical expertise with innovative
technology, Partner is equipping the LA Archdiocese with the tools and insights needed to make smart, long-term
plans for their portfolio while also fostering future opportunities together.
COUNTY OF ORANGE HOMELESS SHELTER, FACILITY CONDITION ASSESSMENT, FULLERTON, CA (2014-
ONGOING)
Partner performed an FCA for a former commercial/retail furniture store in Fullerton, California being acquired by the
County of Orange Public Works Department for future use as a year-round homeless shelter and multi -service center. In
addition to the facility assessment, Partner also performed a Probable Maximum Loss (PML) assessment and geotechnical
evaluation of the property. Complicating matters, a planned grade separation project involved redevelopment of the
areas adjacent to the building and therefore had potential to impact the structures at the site. The assessment information
obtained was used as the basis for repair recommendations to be implemented prior to, or in conjunction with, the
planned renovations. This project provided the client with an independent assessment by Partner's technical experts of
the present state of the buildings and facilities, a prioritization of deficiencies found, and the cost of remedying those
deficiencies, allowing the client to make an informed real estate purchase.
141P a7z PARTNER No,
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
CITY OF TORRANCE, OWNER'S REP SERVICES AND QUALIFIED FCA CONSULTANT (2023-ONGOING)
Partner is an approved consultant to provide FCAs, Owner's Rep, construction managements services for
construction cost estimating, pre -demolition asbestos and lead -based paint (LBP) surveys, comprehensive roof
asbestos survey, and a rooftop safety audit. This is a fairly recent contract with the city, so we have mainly provided
construction and Owner's Rep services, however, we have performed $125K+ in services to date and the client
expects to utilize our services for FCAs within the 5-year contract. The client has expressed high satisfaction with
our services thus far.
MULTI -UNIVERSITY STUDENT HOUSING SERVICES, FCAS, MULTI -SCOPE SERVICES, NATIONWIDE
Since 2011, Partner has completed equity -level due diligence assessments for nearly 50
off -campus student housing facilities at universities around the country to support
acquisition. Partner provided Facilities Condition Assessments, Construction Risk
Management services (including Construction Progress Monitoring and Document and
Cost Reviews), Phase I and II Environmental Site Assessments (including asbestos, mold,
radon, and soil -gas vapor assessments in some cases), and Mechanical Electrical
Plumbing (MEP) services. Properties assessed included the University of Southern
California and the University of Arizona.
TOWN OF QUEEN CREEK, FACILITY CONDITION ASSESSMENTS OF CITY FACILITIES, AZ (2022)
The Town of Queen Creek engaged Partner to aide in the facility assessment and
planning of four pilot sites that are owned and maintained by the Town. The Town is
in the process of developing an assessment protocol for all their owned buildings and
needed to be able to condition index the buildings for future fiscal planning. We
performed FCAs on four pilot city facilities including the Town Hall, Community Center,
Municipal Services Building, Library, and Recreation Annex totaling 99,887 SF. Work
was conducted under Partner's cooperative contract with ADOA for FCAs.
The assessment scope included site visits, interviews with staff, data collection, reporting, and meeting with the client
to discuss the findings and approach for capital planning based on the Town's needs. As part of the FCA process, we
collected data for the major building systems and recorded it in an Excel format, which the client then used to populate
their current management system, Cartegraph. Partner assessed four sites to help the Town get started, and their staff
anticipates requesting additional assessments over the next 2 years for several other facilities based on their
satisfaction with our performance.
YMCA FACILITIES, ASSET STUDY PORTFOLIO, 125+ FACILITIES AND CAMPS NATIONWIDE, ONGOING
Partner works with YMCAs across the country to conduct FCAs in conjunction with their
capital planning and budgeting initiatives. Partner has assessed over 3 million sf in 2 years
for YMCA. Partner works with YMCAs across the country to conduct FCAs in conjunction"
with their capital planning and budgeting initiatives, completing assessments at more than
125 YMCA facilities nationwide. In many cases, the YMCAs operateO%
in a "reactive" mode, i.e., items are repaired and/or replaced when
fr a problem occurs. Information collected in Partner's FCAs allows the YMCA to operate in a
"proactive" mode, i.e., various repairs and/or replacements can be scheduled over time,
typically 10 to 12 years or more, as requested. The FCA product provides the YMCA
organization with the information they need to plan for major expenses and set aside the
needed funds. Our FCA projects have also uncovered other issues, such as structural defects and suspect
mold/moisture intrusion issues. Partner has supported the YMCA in over 30 U.S. states and the Commonwealth of
Puerto Rico (Ponce and San Juan).
151E air PARTNER01,119"' 00
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
U.S. POSTAL SERVICE, VARIOUS LOCATIONS NATIONWIDE (2019-ONGOING)
Since its inception in 2006, Partner has performed assessment services on over 125 U.S. Post Office
AQ(USPS) facilities through direct or teaming agreements. The assessment services have included
roofing evaluations consisting of visual roof inspections and core sampling and analysis. Partner
uNiTEOSTnTES has also provided condition assessments, roof specialty evaluations and roof rehabilitation or
POSTAL SERVICE replacement design, structural evaluations, environmental assessments, and pre -renovation
feasibility and industrial hygiene surveys. We have also worked as a teaming partner with Louis Berger/WSP on 10
USPS projects, which included asbestos and mold assessments. USPS relies on Partner to provide industry standard
FCAs to assist in evaluating the physical aspects of subject properties and how the condition may affect the
soundness of their financial decisions over time. The FCAs performed by Partner is based upon, but not limited to, the
guidelines set for by ASTM E2018-08 and Standard & Poor's Guidelines that govern condition assessments. Our review
of the subject property consists of a visual assessment of the site, the structure(s), and the interior spaces. The
assessment services have included roofing evaluations consisting of visual roof inspections and core sampling and
analysis. Partner has also provided condition assessments, roof specialty evaluations and roof rehabilitation or
replacement design, structural evaluations, environmental assessments, and pre -renovation feasibility and industrial
hygiene surveys.
The challenge in meeting the USPS project due dates was coordinating multidisciplinary teams across various scopes
of work on simultaneous projects. Partner utilized its proprietary project management system, Project Link, which
provides real-time information covering all critical program elements and serves as a workflow management system
for all team members and projects.
Partner completed all project assignments and tasks within the USPS required 3- to 4-week project schedule in
accordance with applicable professional standards as outlined in the Statement of Work, as well as all applicable
federal, state, and local regulations. The Partner team demonstrated the ability to assess properties in all regions of
the country cost-effectively prior to planned disposition.
CITY OF LAKEWOOD, CO, FCA AND ASSET DATA COLLECTION AND CAPITAL PLANNING
Completed an FCA and Asset Data Collection and Capital Planning for 33 City -owned buildings. Imaged and
conducted a geospatial FCA of City owned buildings. Worked indoors and outdoors to create accurate 2D floor
plans, capture 360-degree imagery, and inspect all core building assets to deliver a geospatial inventory of all assets
and a 20-year cost of ownership analysis. The data was seamlessly imported into the Cartegraph Enterprise Asset
Management (EAM) system for the City's staff to use.
161Page PARTNER 18"
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
S. PROPOSAL RESPONSE
PROJECT UNDERSTANDING AND APPROACH
The Partner team intends to complete the facility assessment services (FAS) utilizing a professional and detailed
approach to assessing the condition of the building systems, prioritizing capital improvements and maintenance
requirements, as well as assisting with allocating operating budgets and on -going maintenance schedules. Our
approach details the task requirements and provides a clear plan to complete the City's objectives.
Our approach is to provide a single point of contact, a coordinated team of multiple subject matter experts to
observe the facilities, and a comprehensive facility condition assessment report in electronic format as requested
in the deliverables section of the RFP. The following is a summary of our approach:
✓ Facility Assessment Planning: Conduct kick-off call, identify site contacts, deploy project memorandums,
confirm site visit schedules, determine if Partner technical specialists are required for the project, and
confirm site visit schedules.
✓ On -site Facility Condition Assessments and Asset Inventory Data Collection: Perform field surveys and
document condition, deficiencies, inventory, facility needs/utilization, life cycle analysis.
✓ Analysis of Facility Condition Assessment Information: Analyze data; detail deficiencies; determine
capital investment needs, preventative and ongoing maintenance and prioritization, replacement reserve
analysis, and Americans with Disabilities Act (ADA)/accessibility compliance; conduct energy efficiency
analysis, solar feasibility, and seismic risk assessments; and establish cost estimates.
✓ Facility Assessment Report, Asset Inventory Data Preparation: Write and submit the Facility Assessment
Report and prepare equipment and asset inventory data per UNIFORMAT classification collected during the
site visits for delivery.
FACILITY ASSESSMENT PLANNING
Partner's project schedule includes an upfront planning phase to confirm the asset inventory to be assessed during
our facility condition assessments (FCAs). The planning phase will include a kick-off call, document review, initial
interviews, project memorandums for each facility, and schedule confirmation. It is important to ensure that we are
on the same page from step one of your project.
On -site Facility Condition Assessments and Asset Inventory Data Collection
Site visit(s) will be performed at each facility in safely accessible areas at the site. Visual observation of building and
site systems and components will be performed and documented. Each facility system and component, as identified
in the RFP, will be evaluated based on condition, age, criticality, deficiencies, effective useful life, and remaining
useful life (RUL) and categorized by Uniformat at the component- and system levels. Partner team members will be
involved in all aspects of the FCAs including the site visit, draft report authoring, cost estimating, capital planning,
life cycle component replacement, report edits, and client communication.
Components and systems will be assessed for existing conditions and RUL based on accepted industry standards'
useful life criteria and the types of components identified. Interviews with facility maintenance personnel will be
conducted to determine factors that may contribute to increased or decreased useful life. Additional factors such
as environment will also be considered. The condition assessment will include evaluation of the building
components and systems identified in the following chart",
17 1 I- PARTNEROP 00
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
Site: Above grade site features will be assessed including walks and railings, paved areas, site lighting,
landscaped areas, drainage systems (visible only), fencing and outdoor facilities. Other items may be added
7TT� TTC per agreement between Partner and your proiect team. _
Building Exterior Elements: Facades or curtain wall system, , exterior sealant glazing system � s, exterior
balconies, doors, stairways, and parapets. Observation of the building envelope will be limited to vantage
from readily
e balconies or
s accessed
he reconnaissance,
T St rouctural Systems: s: Structural systems including foundation, tunnels, Pload-bearing walls, t and structural floor
and roof systems. Structural systems are frequently concealed and may be inaccessible during our assessment.
When this occurs, Partner's assessment will be limited to the identification of readily visible indicators of
common problems.
Roof Systems. Material roof systems (exposed membrane and flashin s including parapets,
.ts, slope,
,.,. g) '.duct-. ara ets, slope, and
drainage. Roof assessments will be limited to roofs that are safely accessible via ladder. Pitched roof systems
will not be accessed and will be observed from ground -level.
... ,., .... .. _ _�... n. ..__._._ ...., m.......,.�._ _... .......
on walls, visible
framin stairs, and si e. na
Interiogr Systems: Intgeriogr walls ceiling and floor finishes, doors, hardware lighting partit-
Fire and Life Safety Systems/Fire Protection/Health/Life Safety Systems: Fire sprinklers and standpipes
(wet and dry), fire hydrant locations, fire alarm systems, water storage, smoke detectors, fire extinguishers, fire
escapes, and emergency lighting. Fire suppression and smoke and carbon monoxide detection.
and
Verify Ventilation, -or oreportedn ageVof the equipment, past material al ducts,
Mechanical:
instrumentation. C), exhausts stem ventilation,
controls,
and
fyP 9 component
replacements/upgrades, and reported maintenance contracts. Review documents related to such equipment
to cletermineapparent level of maintenance exercised.
Electrical: Electrical service and distribution systems including distribution panels, transformers, meters,
emergency generators, general lighting systems (interior and exterior), exposed wiring, building security,
rro�rgrrocy„power and l-gl7tnwrg protect-o._
. _.....
Plumbing: Sanitary and domestic water piping, fixtures, domestic hot water production, visible water service meters,
and backflow preventers (interior and exterior) and identification of any special or unusual plumbing systems.
components for p atbd ilding . General construction type, overview of
special construction
,/\ Specialized Construction and O systems and
s.
o Specialized
9 Equipment and Systems. the above categories. t and systems that directly support the oper
ation
of building that not included
Elevator Systems: Identify, assess, and report equipment type, number of cabs/escalators, capacity, finishes, j
call and communication equipment, and existing maintenance contracts..
.. _.. . ........ -----
Americans with Disabilities Act (ADA). ADA will be assessed based on visual observations during the site
visit. Assessment of ADA will include parking areas; access to, around, and through the site building entrance;
s; and public restrooms. Full scope provided below.
-.tenor routes -n public areas;
Seismic/Hazardous Materials: Partner will note observed seismic deficiencies and general hazardous
materials (asbestos, lead, etc.) and/or concerning environmental considerations, based on age and type of
const
on for each facility, Full
SolarrFeasibi Feasibility: Establish baselineoconditions compare solar output with simulation estimate
� lation software, estimate of
+ ro, costs for onsite renewables. Full scope provided below
' development of options for savings based on improved teonsua P and
operational practices, .m... - a..�
Energy g p ���� including the
Audit. P
rational, maintenance
sy�emroc cha g_es as part of ASHRAE Level I Energym consumption practices an operational,
Security: Security will be assessed to the extent possible on key data of alarm systems, security cameras,
entrance key lock and related systems.
18�= 3g
l01
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
Analysis of Facility Condition Assessment Information
A 10-year capital and maintenance planning schedule will be provided (unless otherwise defined by the City).
Deficiencies will be described in detail including what was observed, the quantity/extent of the observation and
recommended remedy for maintenance, replacement, or repair. Deficiencies will be summarized by building system,
priority, and category type.
Prioritization
DEFICIENCY PRIORITIZATION
CONDITION PRIORITIZATION
EXCELLENT. New or like new condition. No visible defects or damage. No reported performance concerns or
issues.
GOOD. Well maintained condition, may exceed expected useful life. No immediate or protentional major
concerns. Minor wear and tear, superficial defect, or deterioration.
ADEQUATE. Satisfactory condition, some signs of wear and possible minor immediate repairs.
Component/systems condition consistent with their expected useful life.
MARGINAL. Marginally satisfactory. Some immediate repairs required.Components/systems
u.... ..........�
����.........._..�m. ��� � ts/systems at or near the
end of their useful life.
POOR. Critically damaged component/systems, immediate conce p wi . pro ............. �rns, u on failure will rove harmful to
persons or property or disrupt operations for extended periods, major replacements and/or significant
attentions, required well past useful life.
�._..
Capital Planning Schedules and Basis of Cost Estimates
Costs will be incorporated into the capital planning schedules based on the lifecycle component replacement
(remaining useful life assessment), plans for capital repairs, and building modernization. Capital planning schedules
will reflect a 10-year capital plan. Capital projects will be ranked and prioritized to aid the City in budgeting and
decision making, like the Prioritizations illustrated above.
The FCA team assembled for this effort is seasoned at providing cost information based on field observations and
accepted industry standards. Per the guidance in the RFP, Partner will utilize RS Means with appropriate cost factors
191Pa ge
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
for El Segundo. Estimates will be inclusive of soft and hard project costs, architect fees, permits, etc. The Partner
team applies design and construction expertise to the FCA process as we have years of experience evaluating,
planning, designing, estimating, and constructing, managing, and optimizing building systems and budgets.
Escalation is based on industry standards and local construction multipliers. Cost factors and cost escalations will
be discussed with the City prior to project commencement; however, our standard inflation rate is 2.5%.
Facility Condition Assessment Report Asset Inventory Data
Evaluation of systems and reporting will be conducted with an approach that includes evaluating building systems
and comparing data to expected baseline performance metrics. The information collected during the walk-through
survey will be compiled into a dataset that can be sorted by building, building systems, and components, and
estimated useful life expectancy.
The comprehensive report will be organized at the building-, system- and
component level. Reporting will include a description of the work performed;
overview of condition of building systems and components; identification of
deferred maintenance (physical deficiencies); description of recommended
capital improvements, energy efficiency and sustainability opportunities; our
opinion of costs to remedy the identified concerns; and a cost table for each
facility. Digital photos will be included of major systems and components and
identified deficiencies. To the extent possible, major building mechanical
equipment will be inventoried and recorded in a spreadsheet, delivered in
Microsoft Excel. Equipment inventory will include equipment type, location,
manufacture, model number, serial number, date of manufacture, nominal
capacity, and estimate remaining useful life.
Summary tables will detail deferred maintenance identified during the site
visit as well as recommended corrective action and an opinion of cost to
remedy. Cost tables will be made available in a client -friendly database
format, if requested.
.....................
mum
..a...
No -
Lastly, capital planning schedules will be provided for each facility. Prioritization of recommendations will also be
included in the summary tables. A year -by -year capital needs analysis will be summarized in the report in addition
to the full capital plan delivered in data format.
The Partner team will prepare the draft report for one round of comments and, upon receipt and incorporation of
the City's feedback, a final report with the evaluation and recommendations will be provided. Reports will be
delivered in an electronic format. The report will be delivered in Microsoft Word and PDF file formats. The data will
be formatted to allow easy manipulation. Partner also offers a complimentary online report delivery platform called
Site Lynx to house the assessment data and reports. Site Lynx allows for the export and analysis of assessment data
and a demonstration of the system is available upon request.
Condition Indexing
A major goal of the FCA is to calculate the Facility Condition Index (FCI), which gives an indication of a building's
overall condition. Two FCI ratios are calculated and presented —the Current Year and Ten Year. The Current Year FCI
is the ratio of Immediate Repair Costs to the building's Current Replacement Value. Similarly, the Ten -Year FCI is the
ratio of anticipated Capital Reserve Needs over the next 10 years to the Current Replacement Value.
FCI = total cast of xi tiM defic eencig§l,! gpAtrrs
Current Replacement Value (CRV)
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
Analysis Dashboard
As part of the deliverable, Partner will incorporate the cost data into an interactive dashboard. User access can be
provided to the City to allow the cost information to be manipulated and analyzed with ease to aid in decision
making. The dashboard can be customized for the City providing useful graphical display of information for all levels
of the organization from facility personnel to financial stakeholders.
Americans with Disability Accessibility —ADA Requirements
Review of the building list indicates that the properties are covered under Title II of the ADA. Partner recommends
prioritizing ADA accessibility assessments for the publicly accessible buildings like restrooms, libraries, arts buildings,
city hall, etc., which is what is included in our fee. Buildings for employees are considered secondary and pricing can
be provided for these facilities if requested.
Partner will perform a review of the construction related physical elements of the facility for conformance with the
ADA. The work will be led by a professional with advanced levels of knowledge, training, and extensive experience
in performing accessibility reviews and consist of the following components:
Partner will perform a generalist review of the construction -related physical elements of the facility for conformance
with the applicable federal accessibility acts and standards which may (or may not) include the ADA, Fair Housing
Amendments Act (FHAA), and Section 504 of the Rehabilitation Act (Section 504).
• Field work will be led by a field professional with advanced levels of knowledge, training, and extensive
experience in performing accessibility reviews.
• Review of the submitted work by a senior -level project manager who also possesses similar, exemplary
credentials.
• Evaluate existing conditions, identify areas of noncompliance, and provide recommendations for barrier
removal.
The following areas will be evaluated (if applicable):
• Exterior parking area and designated
accessible route to the entrances of the
facility
• Exterior designated accessible route from the
public right of way
• Exterior designated accessible route between
buildings on the site
• Parking areas
• Exterior signage
• Exterior common use amenities and
designated accessible route to those
exterior amenities
• Interior common use corridors
• Interior common use restrooms on each floor
• Common use interior amenities
• Elevators and stairways
• Interior signage
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Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
Facility Needs and Utilization
During our assessment, Partner will conduct interviews and make observations to better understand how each
facility is being utilized. Partner will include an opinion of whether it is over or underutilized in their condition
assessment reports.
ENERGY REVIEW
Partner's team of licensed engineers and certified specialists will perform a basic energy review to assess energy
efficiency and provide a high-level estimate of the economic viability of potential energy cost savings measures for
the building's primary MEP systems and envelope. The review will include an overview of annual baseline energy
usage, identified energy efficiency measures, a review of applicable energy codes, and a summary table presenting
order -of -magnitude savings and costs. Findings will be documented in a standalone report.
Scope of Work
• Review readily available utility data from the main electric and gas meters serving the building and establish an
annual energy usage baseline. Compare usage per square foot with industry benchmarks for similar buildings.
• Conduct a basic site visit, interview a knowledgeable on -site representative, and review relevant data provided
by others, including the FCA report, as it relates to energy efficiency.
• Identify energy -saving opportunities for MEP equipment and building envelope elements that are inefficient, in
poor condition, deficient, or near the end of their useful life.
Provide a cursory payback analysis using order -of -magnitude estimates of energy savings and implementation
costs. Consider incremental costs for replacing end -of -life equipment with high -efficiency systems versus like -
for -like replacements that meet minimum mandatory and prescriptive City and State code requirements.
Review compliance with applicable energy codes and regulations at the local, state, and federal levels.
• Summarize all findings in a single energy efficiency report, including an energy usage baseline, identified
measures, an energy code compliance review, and a summary table of estimated savings and costs.
Exclusions This scope does not include comprehensive energy audits per ASHRAE Levels 1, 2, or 3;
carbon/greenhouse gas assessments; reduction analyses; electrification studies; or feasibility studies for electric
vehicle charging or photovoltaic systems. These services can be provided as an additional scope upon client request.
PROJECT MANAGEMENT STRATEGY AND FOCUS ON CLIENT SERVICE
Partner uses the following methods to optimally manage projects and staffing assignments:
Anticipating, Addressing, and Resolving Challenges. Our Contract Manager (CM), Project Manager (PM), and
Technical Leads discuss the scope, project sites, staffing, and potential issues initially at contract start and during
the project by holding regular weekly status meetings to discuss staffing assignments and any other project details
before initiation and communication with the City's Project Manager per a predetermined schedule to check in on -
site status, any complications, and notice to proceed. In this manner, we can identify any potential issues before
they occur —ensuring that we meet your expectations for quality and on -time delivery.
Managing Multiple Task Assignments. Partner routinely manages large assessment portfolios (>100 sites) at a time.
Our internal proprietary project management software, PLINK, allows us to assign staff, monitor deliverables, and ensure
on -time delivery of our reports. Partner uses the combination of the collaboration of our CM, PM, and Technical Leads,
and PLINK to ensure projects are staffed to meet project timelines. This system allows us to quickly identify the availability
of our project staff and schedules and serves as a workflow management system for all team members. Essential to
managing the project flow is having the roles systematically assigned, integrated, and tracked. In addition, this project
method successfully binds the team together, helps with assigning and synchronizing tasks, and provides up-to-date
project performance rating information on individual staff members. This method is critical for the execution of
221Pag2 ,;'rl
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
assessments on large, multi -property portfolios on timely schedules. Partner has a proven track record with blanket
contract agreements where completing multi -site projects or portfolios under tight schedules is the norm.
Providing Expedited Services on Requests for Proposals and Deliverables. Partner routinely provides proposals
for our clients under our current on -call contracts within 24 hours of request. Reports are often submitted before
the requested due date. The Partner team for this effort will be dedicated to completing the project in the timeframe
agreed upon between City and the PM. That said, we will dedicate 100% of efforts to meet the City's goals. Partner
is committed to meeting our customer's requirements for quick or expedited turn -around time for reports and
deliverables. We track all phases of a project, budget, and timeliness. All team members can access the status of a
project and see pending project tasks. Our system notifies our team of pending deliverables and have found that
this system has significantly improved on -time delivery for our customers. Each report and invoice are carefully
reviewed with information verified by our PM or Project Lead. We consider ourselves your eyes and ears on the
ground and commit to provide regular status reports.
Providing Quick Response Times to Inquiries. Partner's customer service model is to respond to customer phone calls
or emails within 2 hours and 24 hours for proposal requests. Our CM, PM, and technical resources are all prepared to
respond and answer your questions. Because of this deep bench of resources, we can address project -specific questions
and share solutions. The location of our Torrance office also allows for rapid or same day response to onsite project
needs. We have a deep bench of assessor staff based within an hour of El Segundo to respond quickly to your facilities.
Prioritizing Staffing in Relation to Importance of Assigned Projects and Schedule Requirements. Partner's
priority for staffing is to identify professionals with the skills and experience that best match the project assignment.
Our internal project management software PLINK tracks our staff skills, experience, and availability, ensuring the
right person is staffed for your project. With our local team of 80 experienced professionals in Torrance, Partner can
quickly assign our best resources for immediate response and for longer -term project requirements. Project
scheduling begins with the needs of the City, project scope of services, health & safety requirements, and the
principles of our internal communication protocol.
Project Timeline
Partner is fully committed to the timely and successful delivery of all project deliverables. We pride ourselves on
providing highly responsive, quality customer service to all clients through the dedication of our entire Project Team.
This time schedule represents our best professional estimate for the requested scope of work. However, we
recognize that project requirements and timelines may change due to weather impacts in the region and holidays.
Partner is committed to working with the City to adjust and customize a flexible project timeline on request.
Our approach to our practice is one of communication, technical excellence, and problem solving, and we invest
heavily, ensuring our clients receive the best quality product and service. Building and maintaining excellent working
relationships is a critical part of our approach to services, and as a testimony to this, we enjoy long-term relationships
with most of our client base. Customer service is monitored as part of Partner's standard quality assurance/quality
control (QA/QC) process, through client satisfaction evaluations and internal project team reviews.
231Page PARTNER
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Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
9. ISSUES :. CHALLENGES
ANTICIPATED CHALLENGES AND PROJECT MANAGER EXPERIENCE
FCAs for municipal portfolios such as the City of El Segundo present several unique challenges:
• Diverse Building Types and Ages: Municipal portfolios often include a wide range of facilities —from
historic buildings to modern structures —each with distinct systems, compliance requirements, and
maintenance histories.
• Limited Access and Operational Constraints: Many facilities remain in active use during assessments,
requiring careful coordination to minimize disruption to public services.
• Complex Regulatory Requirements: Local, state, and federal compliance standards (e.g., ADA, fire safety,
energy efficiency) must be addressed holistically and accurately.
• Budget Sensitivity and Capital Planning Needs: Municipal clients require clear, actionable data to support
long-term capital planning within constrained budgets.
PARTNER'S SOLUTIONS
Our proposed Project Manager has successfully navigated these challenges by:
• Implementing Phased Assessment Strategies: Designed to accommodate operational constraints and
ensure thorough evaluations without disrupting services.
• Leveraging Multidisciplinary Expertise: Addressing complex systems and compliance issues, including
seismic risk, ADA accessibility, and energy efficiency.
• Utilizing Real -Time Dashboards and Planning Tools: Delivering transparent, data -driven insights that
support capital budgeting and prioritization.
• Maintaining Clear Communication with Stakeholders: Ensuring alignment on scope, timelines, and
expectations —critical for public sector success.
• Utilizing Project and Workflow Management Software and Processes. Partner has procedures and tools
in place to track projects, schedules, and deliverables. Our Project Management protocols involve personnel
training, development, and communication procedures that are tracked through scheduling adherence,
budget compliance, and project progress. Partner also uses a proprietary project tracking system for real-
time information covering all critical program elements from client profiles, project site details, project -
specific scopes of work, subcontractor details and performance data, approved and actual budgets,
deliverable milestones and due dates, and project invoices. Our system allows for successful management
and execution of multi -site, quick -turnaround programs. Essential to managing the project flow and
deliverable quality is having the roles systematically assigned, integrated, and tracked. Our system binds
together the project team to assignments and synchronizes the tasks of the entire team.
Focusing on Quality. Partner's Quality Assurance/Quality Control (QA/QC) Program is based on a proven
approach that our company founders and key technical staff have used to serve corporate and private
equity clients, government agencies, investors and lenders, institutional real estate investors and lenders,
and other real estate owners, higher educational institutions, and healthcare facility owners and operators.
Partner's approach to quality is an integration of expertise on ASTM and regulatory standards, a diverse
technical staff covering all relevant disciplines, reliable information resources and data collection processes,
a standardized review process for every deliverable, and a continual focus on communication with our
customers.
`
24 1 P a ..i 811r�! 10
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
We have reviewed the Sample Professional Services Agreement (Exhibit D) included in the RFP and acknowledge
the City of El Segundo's requirement that the successful proposer enter into the PSA prior to the commencement
of services. We accept the terms and conditions as outlined in the sample agreement and confirm our intent to
comply with all provisions, including the insurance requirements and execution of the agreement without
modification.
Should any clarifications or adjustments be necessary, we will communicate them at the time of contract negotiation.
At this time, we do not propose any exceptions to the PSA.
11. TERMINATION FOR DEFAULT
We acknowledge and accept the City of El Segundo's right to terminate the resulting contract, in whole or in part,
by written notice of default should the proposer fail to make satisfactory progress or remedy discrepancies within
the timeframe specified in any Cure Letter issued by the City Engineer.
We understand that if such termination is later determined to be unwarranted, the rights and obligations of both
parties will revert to those outlined under the Termination for Convenience clause. We further recognize that the
City's rights and remedies under this provision are not exclusive and may be supplemented by any other remedies
available under law or contract.
Our team is committed to maintaining clear communication, meeting all project milestones, and resolving any issues
promptly to ensure successful delivery of services under this agreement.
TERMINATION12.
We acknowledge and accept the City of El Segundo's right to terminate the resulting contract, in whole or in part,
at any time for convenience, upon written notice stating the extent and effective date of termination.
We understand that, in such an event, the City will compensate us for services performed up to the termination
date, including a pro -rated amount for any delivered and accepted portion of the work, as well as reasonable
termination costs not otherwise recoverable. We further acknowledge that compensation will not exceed the total
value of services rendered and that the City will not be liable for any loss of anticipated profits.
13. ACKNOWLEDGEMENT OF INSURANCE
We acknowledge and accept the insurance requirements as outlined in the City of El Segundo's Sample Professional
Services Agreement. Upon award, we will provide all required Certificates of Insurance, ensuring that our firm is
listed as the Named Insured. We understand that certificates from any other entity will not be accepted and confirm
our commitment to maintaining all required coverage throughout the duration of the contract.
251Paae
PARTNER 0
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Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
14. COMPANY REFERENCES__ I
Client Name: County of Santa Cruz
Contact 1: Robert Tidmore, Project Manager -Capital Projects, Department of Public Works
Phone: 831-454-2340; Email: Robert,tidniore@ antacruzcount '.pus
Contact 2: Nicole Steel, Project Manager
Phone: 831-419-7804 1 Email: nicole itgl@santacruzcount;y„„,uas,
Services Provided: Facility Condition Assessment, MEP assessment, thermographic roof scan and assessment, fire
and life safety accessibility assessment, and seismic evaluation.
Partner's Role: Consultant/Owner's Representative
Start/Completion Date: April -May 2021
Firm Name: Related Affordable
Contact: Nicholas Boehm
Phone: (617) 399-9573 1 Email: nboehm rela corm..
Services Provided: Energy Audits, Decarbonization Studies, Electrification Feasibility
Partner's Role: Consultant
Start/Completion Date: Feb - June 2024
Firm Name: Foundation Communities
Contact: Katelynn Essig
Phone: (512) 610-7395 1 Email: ,k tei nrti. ssi 'foundc�or-n or .
Services Provided: Electrification Feasibility Study
Partner's Role: Consultant
Start/Completion Date: Feb — April 2025
Firm Name: Marion Scott Real Estate
Contact: Marques Blakes
Phone: (917) 529-4355 1 Email: Mbl4k
ps@sumrn'itbmi.com
Services Provided: Energy Audits, Decarbonization Studies, Electrification Feasibility
Partner's Role: Consultant
Start/Completion Date: Nov 2024 — April 2025
Firm Name: Equity Residential Management, LLC
Contact: Kevin Folkes
Phone: (617) 648-2171 1 Email: kfolkes@eqr.com
Services Provided: Energy Audits, Decarbonization Studies, Electrification Feasibility
Partner's Role: Consultant
Start/Completion Date: Oct - Dec 2023
Client Name: City of Torrance, General Services Department
Contact: Milton Sanabria, Administrative Services Manager— General Services Department, City of Torrance
Phone: 310-781-7162 1 Email: Msanabria@TorranceCA.gov
Services Provided: Qualified by the City as a vendor to provide FCAs and Construction Services, and asbestos/lead
paint surveys. Have currently provided owner's rep and construction management services for construction cost
estimating, pre -demolition asbestos and lead -based paint (LBP) survey, comprehensive roof asbestos survey, and a
rooftop safety audit of the City Yard Building/Temporary Homeless Housing Grant/Wilson Park Maintenance
Building in Torrance, CA.
Partner's Role: Owner's Representative and Construction Management Services, Qualified FCA Consultant
Start/Completion Date: 2023 to the Present, Contract is for 5 years.
26 1 P a ,) e PARTNER 04'
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
Client: Riverside City Hall
Contact: Mr. Ryan Gleason, Account Manager
Riverside Public Utilities
Riverside City Hall, 3900 Main Street
Riverside, CA 92501
Email: r le.a.son@riversideca.gov I Phone: (951) 826-5669
Service Description: In 2017, Partner Energy prepared an energy assessment report for Riverside City Hall as part
of its ongoing partnership with Riverside Public Utilities (municipal electricity provider) to complete energy
efficiency studies for customers under the auspices of the Southern California Public Power Authority (SCPPA).
Riverside City Hall is a six story, 210,000 square foot facility with weekday operations. Partner Energy identified
greater opportunities for energy savings through upgrades to LED lighting and incorporation of HVAC controls,
with all identified energy efficiency measures amount to a potential 700,000+ kWh saved annually. The Riverside
City Hall was just one of several public facilities for which Partner Energy completed an energy assessment (others
including the Riverside Main Public Library and several school campuses within the Riverside Unified School
District).
Client: Aquarium of the Pacific, Long Beach, California
Aquarium of the Pacific
100 Aquarium Way, Long Beach, CA 90802
Contact: Mr. John Rouse, Vice President of Operations
Aquarium of the Pacific
Email:jrouse@lbaop.com I Phone: (562) 951-1665
Service Description: The Aquarium of the Pacific is a 90,000-square foot public facility located in Long Beach,
California. Partner Energy was asked to provide services to improve the energy efficiency of the aquarium which is
the unique home of 12,000 animals representing over 500 different species of wildlife. With approximately 1.7
million visitors annually and an annual energy consumption of about 1.2 megawatts of electricity, the property is
constantly undergoing improvements to improve energy efficiency and reduce consumption and operating costs.
An energy audit was conducted to identify areas of improvement with the boilers and domestic hot water
systems. New performance specifications were developed to replace the old boilers with high -efficiency
condensing units. The system was re -commissioned and the building energy management system was re-
programmed to optimize performance. Partner Energy worked with the Aquarium to implement fuel cells
generating 1.2 MW of power. Installed in 2019, the fuel cells will offset approximately 90% of the facility's energy
consumption and minimize its dependency on the local power grid.
Client: Los Angeles Unified School District
Contact: Ms. Kathrine Delmendo
Engie (Consultant to Los Angeles Unified School District)
Email: kathrine.delmendo@engie.com I Phone: (657) 216-3276
Alternate Contact: Mr. Andrew Lynn
Engie (Consultant to the Los Angeles Unified School District)
Email: andrew.lynn@engie.com I Phone: (949) 616-6673
Several Campuses within the Los Angeles Unified School District
Service Description: Partner Energy was subcontracted by Engie to complete data logging, collect field data, and
energy modeling for incorporation into investment grade audits being completed for various Los Angeles Unified
School District campuses. Partner Energy completed these audit site walks and analysis for 7 different high school
and middle school campuses throughout the City of Los Angeles and neighboring cities. Typical energy efficiency
measures identified included the following: lighting replacement, modification of air flow to variable air flow,
271Pagz PARTNER if ',
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
installation of variable frequency drives, and controls upgrades. Campuses for which site visits were completed
included Narbonne Senior High School, Westchester Senior High School, and South Gate Middle School.
Partner Energy is currently engaged to complete the commissioning scope for several of the campus facilities for
which we had originally completed energy efficiency studies.
281Page PARTNER 0'l'l0
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
15. PRICING
As requested, the Cost Proposal is included in a separately sealed envelope.
Agreement No. 7531
City of El Segundo Public Works Department
2025 Facilities Condition Assessment I RFP No. 25-03
APPENDIX A
. RESUMES
281Page
Agreement No. 7531
Michael V. LaFalce Jr. R.A.
Managing Director
Education
Bachelor of Science in Architecture, New York Institute of Technology, 1994
Associates in Applies Sciences — Architectural Technologies, Dutchess Community College, 1991
Registrations
New York State Registered Architect
Training
Harvard ManageMentor— Manager Training Program, 2017
Certification — Mold Assessment and Remediation in Buildings (Certificate with The Environmental Institute)
Certification — 2012 Wood Destroying Organisms; US Inspect
Certification — 2014 Masonry Wall Construction, Analysis, Design, and Inspection
Highlights
Michael brings over 28 years of combined experience in architecture, design, management, investigation,
peer review, detailing and monitoring the construction, operations and assessment of multiple large-scale
projects, facilities, and clients.
Experience Summary
Michael's current role as Managing Director includes the management of subject matter experts with
varying degrees of expertise, each with the goal to "Fill in the Gaps" for all service delivery phases, and to
offer solutions for investors and occupiers to help strengthen and position their real estate for its best
productivity and value proposition. Michael has over 10 years of experience providing consultative solutions
for the real estate and due diligence occupier/owner markets. Michael brings over 25 years of combined
experience in architecture, design, management, investigation, peer review, detailing and monitoring the
construction, operations and assessment of multiple large-scale projects, facilities, and clients. Michael has
been instrumental in providing strategic solutions for over 1.5 billion square feet of diverse assets including
Office Distribution, Logistics, Hospitality, Medical, Manufacturing, Assisted Living, Retail and Multi -Family
uses, and has served industry -leading clients and municipalities including Amazon, Google, Santander, Ford,
Fiat/Chrysler, NYS OGS, Emmet County, City of Mobile, Marion County, and the City of Santa Cruz.
Project Experience
Michael has performed and managed over 1,000 Condition Assessment and Solutions. A few example
projects are provided below.
Mufti -Scope Acquisition, County of Santa Cruz, CA, 2021. The County of Santa Cruz engaged Partner to conduct
an FCA for an acquisition of a multi -tenant industrial building consisting of 121,491 SF, set on 8.27 acres. The
project included an inhouse multidisciplinary assessorteam for MEP, thermographic roof scan and assessment,
fire and life safety, accessibility assessment, and seismic evaluation. The report included deficiency costs and
photos, a capital planning schedule for the next 30 years, and results of municipal research, along with
recommendations for servicing and regular maintenance with associated costs as part of the Capital Plan,
along with generator capacity and maintenance. Short-term/immediate and long-term/capital expenditure
cost schedules were provided, including descriptions of deficiencies, recommended remediation and cost for
repair/replacement and cost schedules including a description of the building systems, age, remaining useful
life and cost projects for replacement and maintenance. Once the acquisition was complete, the County would
be a landlord and a tenant within the building.
(800) 419-4923 vvww.PARTNEResi.com
Agreement No. 7531
Michael V. LaFalce Jr., R.A.
Condition Analysis and Feasibility Study, County of Santa Cruz, CA, 2027. The County contracted with Partner
to conduct a Feasibility Study and Condition Analysis for the County Animal Shelter JPA. The scope of work
included a multiple phase project including a Condition Assessment of an existing Veterinary Facility,
condition indexing of the facility as it relates to replacement value and deferred maintenance and the
feasibility of completing a new facility. We also provided rough order of magnitude cost estimating and
programmatic development of a new facility for comparisons.
Library Portfolio Pilot, County of Santa Cruz, CA, 2021. The County Library contracted with Partner to
complete a Capital Reserve Study. An initial Pilot was performed for the Capitol Library to ensure the
deliverable was in general conformance with the scope intent. Once the project was complete, the remaining
sites were then assessed in phases as per the County's schedule and as the renovation or re -construction
projects at each site was completed.
State of North Carolina Strategic Facility Master Plan Update, Raleigh, NC, 2022. Partner provided strategic
assessments of four state-owned buildings in collaboration with CBRE who has an ongoing relationship
with the State of NC. The primary objective of the Facility Master Plan is to identify and evaluate
opportunities to cost-effectively reduce occupancy costs for a portfolio of State-owned office facilities
including consolidation through employee relocations, and the subsequent sale or lease of excess property.
The focus of the assessments was to update their existing Master Plan and to provide CBRE strategic data
to aide in the Master Plan Update. The report data will be used better understand the current condition of
the facilities, the deferred maintenance and long-term costs needed to sustain the current building
operations. Additionally, the reports will be used to provide leverage for the State of North Carolina to
conduct consolidation and utilization efforts for the buildings and to aide in long term planning. The four
buildings totaled over 770,00 gross square feet.
Strategic Planning Study, Marion County, FL, 2027. The County was looking for the proper planning
techniques to assess the feasibility of building a single government complex by consolidating several of
their occupied properties. Partner worked with Marion County to provide a Phased Strategic Planning Study.
The specific Scope of Work was to provide a high-level Rough Order of Magnitude (ROM) assessment of
15 County -owned facilities; identify ROM deferred maintenance and long-term capital planning items and
to provide costing based on observed and building use of typical items within each property; provide
metrics and recommendations for the identified items above, and to Condition Index each facility based on
the Estimated Replacement Value.
Comprehensive Facility Condition Assessment Emmett County, Ml, 2021. County leadership contracted with
Partner to complete a Comprehensive Facility Condition Assessments for a county -owned medical facility
to understand the general condition of all buildings and components. The goal of this assessment is to
provide the County with a roadmap for current immediate facility needs, a capital planning program for
future expenditures and preventative maintenance best practices, and a guideline for soliciting and
appropriating funds for anticipated future needs. We worked directly with the County and provided multiple
Senior Assessors, Generalists and MEP specialists to document current facility conditions.
City of Mobile Comprehensive Plan, Asset Inventory, Strategic Planning and Redevelopment Advisory, AL.
Michael provided the management and implementation of strategic assessment and condition indexing of
236 buildings including office, fire, police, distribution, waterfront, convention, and museums located on
126 municipal owned properties located throughout Mobile, Alabama, in collaboration with CBRE who was
providing multiple real-estate services to the City of Mobile. The scope included participation in multiple
meetings and presentations with the Mayor, Engineering, City Council members, Architect, and the client
real estate team to develop the assessment scope, deliverables, and to provide metric indexing of each
Agreement No. 7531
Michael V. LaFalce Jr., R.A.
property condition for future evaluation of use or disposition. Developed FCA based on conducting the
initial inspections with the client and debriefing of issues to better the assessment structure and delivery.
Worked directly with national architecture firm to assist in development of Civic Center condition to aide
with future re -development plans.
Multi -National Technology and Products Provider, US and Canada. Provided management of multiple
services to meet client's national goals for compliance, property acquisition and lease for their distribution
chain. Provide strategic solutions for approximately 250 properties per year. Hands on development of client
scope and deliverables including pilot programs to design scope and firsthand inspection of the pilot
properties to ensure client objectives are adhered to. Services include tailored deliverables in support of
capital initiatives with an emphasis on corporate standards and site capital needs. The process begins with
Diagnostic client interactions to better understand client goals and needs. The Strategic Planning is then
based on stakeholder input, Corporate Objectives and Standards, Health and Safety Requirements and
Compliance and Risk objectives. This diagnostic approach provides Consistency in product and delivery in
all phases of investment cycle.
Florida State Hospital DCF, Chattahoochee, FL. Provided the management and implementation of strategic
assessment for the infrastructure and support buildings and systems located throughout the FSH,
Chattahoochee Campus, in collaboration with CBRE who was providing multiple real-estate services to the
State of Florida. The project intent was to develop condition assessments to better understand deferred
maintenance challenges and building operational limitations for future capital planning and functional needs.
Deferred Maintenance and long-term capital planning costing were performed and weighted against other
options including a new facility in the existing campus and a new facility on remote campuses throughout the
state. The assessments included over a million square feet of historical, penitentiary, and operational buildings
with the intent to condition the buildings to better understand future state needs and current capacity of the
structures and staff. Directly assisted in the assessment of the buildings to develop the deliverables.
Contact
mlafalce@partneresi.com
Agreement No. 7531
Gary Cohn, AIA
Director of Institutional ME Services
Education
California State Polytechnic University -Pomona; Bachelor of Architecture - BArch, Architecture
University of California, Los Angeles — Certificate Construction Law & Real Estate Finance
Credentials
Licensed Architect
Registered Disaster Service Worker — California Office of Emergency Services 70283
Experience Summary
Gary Cohn is Partner Engineering and Science, Inc.'s Director of Institutional A&E Services. With almost 40
years of experience in the commercial real estate industry, Gary brings a wealth of experience and expertise
to all projects. An experienced executive, Gary has a demonstrated history of working successfully in the
design and construction industry. He is a strong technical professional with extensive experience in owner's
representation, capital planning, building assessment, and property resilience. As a design and building
enthusiast, Cohn is a frequent author on a wide range of topics.
Cohn has advised on high profile projects throughout the country, such as:
The Forum, Los Angeles, CA — Cohn led the team performing the detailed evaluation of the former home of
the Los Angeles Lakers for the Madison Square Garden corporation prior to their purchase and conversion
of the facility into the largest all music venue in the United States. The evaluation included cataloguing over
$1 mil in memorabilia.
Century Park, CA — Performed an acquisition condition assessment of the multi -million square foot center.
PetSmart Headquarters, Phoenix, AZ— Cohn served as owner representative during development.
The Queen Mary, Long Beach, CA — Served as architect of record for disability upgrades and repair work on
the only classic ocean liner still in use and occupied as a hotel in the United States.
Technical College System of Georgia, Statewide, GA — Cohn organized and led the Facility Condition
Assessments of 500+ buildings and 12 million square feet on an extremely tight, inflexible schedule.
Capitol Records building, Hollywood, CA — Performed a review of the historic building geared towards energy
conservation and code compliance upgrades needed to keep the facility functional and efficiently operating.
LAX Control Tower, Los Angeles, CA — Led a condition assessment of the historic tower to assist Los Angeles
World Airport (LAWA) in developing long term consolidation plans for staff relocation.
Post -earthquake evaluations, 7989 Loma Prieto, 7994 Northridge, and 2007 Nisqually earthquakes — Cohn
performed emergency building evaluations to assist in restoring structures to re -occupancy and operation.
Contact
gcohn@partneresi.com
(800) 419-4923 www.PARTNEResi.corn
Agreement No. 7531
Scott J. Weeks, R.A., NCARB
Senior Project Manager
Education
Bachelor of Architecture, University of Detroit
Registrations
Architect, California C 29048
Training
Commercial Roofing Systems — NRCA and University of Wisconsin
Stucco Design and Performance — Stucco Manufacturers Association
Asphalt Pavement Rating and Evaluation — University of Wisconsin
ADA Title II and III and CaIDAG Accessibility Standards — California Building Officials
Highlights
Mr. Weeks is part of the Integrated Facilities Solutions team at Partner and brings over twenty-five years of
professional experience in due diligence consulting, construction risk management, site and building
analysis, and architectural design and management.
Experience Summary
Mr. Weeks is responsible for conducting Facility Condition Assessments (FCA) and Property Condition
Assessments (PCA). He has performed these services for transactional, capital planning, and occupational
purposes on all types of real estate properties including office campuses, office buildings, hotels, enclosed
shopping malls, retail strip centers, apartment buildings, warehouse and industrial buildings, parking
garages, assisted living facilities, mobile home parks, and self -storage facilities. Other capabilities include
building envelope investigations and Americans with Disabilities Act/Fair Housing Act (ADA/FHA) surveys
and audits under ASTM Tiers I, II, & III. Mr. Weeks has a broad range of experience and refined due diligence
skills that come from performing over 2,000 property and facility condition assessments. Mr. Weeks strives
to understand the clients' needs and provides professional consulting services in a clear and concise manner
that is in context with the clients' objectives.
Before joining CBRE, Mr. Weeks was a founding partner of his own architectural and engineering consulting
firm. Prior to this, Mr. Weeks directed the West Coast operations for a national due diligence consulting
firm where he provided due diligence services for institutional investors and lenders, insurance companies,
private equity funds, REITS, and pension fund advisors for real estate acquisitions, financing, development,
leasing, and management.
Mr. Weeks also worked as a project architect for a Chicago architectural firm where he supervised the
preparation of construction documents, prepared construction cost estimates, reviewed contractor bid,
assisted in negotiating Owner/Contractor agreements, and provided construction administration services.
Preceding his employment in Chicago, Mr. Weeks worked for an architectural firm in Kailua-Kona, Hawaii,
on the design and construction of several custom single-family homes, community centers, and religious
facilities. Before moving to Hawaii, Mr. Weeks worked as a staff architect for a national architectural firm
based in Baltimore, Maryland, and was involved with the preparation of schematic design, design
development, and construction drawings and specifications.
(800) 419-4923 www.PARTNEResi.com
Agreement No. 7531
Scott J. Weeks, R.A., NCARB
Project Experience
Mr. Weeks has performed either due diligence and construction management services on projects through
the United States, Canada, and Mexico. Significant project types and properties are listed below.
Office Campus
Nike World Headquarters
Beaverton, OR
8,000,000 SF
Hewlett Packard
Boise, ID and Eugene, OR
3,500,000 SF
Starbucks World Headquarters
Seattle, WA
1,500,000 SF
Google Facilities
Western United States and Canada
7,000,000 SF
Office
Columbia Center
Seattle, WA
7,550,000 SF
Torre BBVA Bancomer
Mexico City, MX
850,000 SF
SalesForce
San Francisco, CA
500,000 SF
Jasper Center
Edmonton, Alberta, CA
450,000 SF
Retail
Cumberland Mall
Cumberland, GA
7,050,000 SF
Westfield Shopping Center
Century City CA
875,000 SF
Kukui'ula Village
Poipu, Kauai, HI
250,000 SF
Industrial
Amazon Facilities
Western United States and Canada
3,000,000 SF
Olympia Brewery
Olympia, CA
850,000 SF
Torrance Tech Center
Torrance, CA
600,000 SF
Multi -Family
Turnberry Towers
Las Vegas, NV
500,000 SF
Madera Pearl
Portland, OR
375,000 SF
The Collection
Santa Monica, CA
350,000 SF
Hospitality
Hilton Anaheim
Anaheim, CA
1,250,000 SF
Hilton San Jose
San Jose, CA
7,000,000 SF
Hotel del Coronado
Coronado, CA
745,000 SF
Historic Theaters
Spreckels Theater
San Diego, CA
350,000 SF
Orpheum Theater
San Francisco, CA
750,000 SF
Golden Gate Theater
San Francisco, CA
750,000 SF
Healthcare
Christus St. Vincent
Santa Fe, NM
475,000 SF
Memorial Health Services
Long Beach, CA
250,000 SF
Laguna Hills Square
Laguna Hills, CA
100,000 SF
Affiliations
National Council of Architectural Registration Boards
American Institute of Architects
California Council of the American
Institute of Architects
Los Angeles Chapter of the American Institute of Architects
Contact: sweeks@partneresi.com
Education
H.T.S.: Mechanical (equivalent to United States B.S. degree), Hogere Technische School --Rijswijk,
Netherlands
Registrations
Professional Engineer, Mechanical, California
Training
Plumbing Design Certification
Project Management training by PSMJ
Advanced Technical training, HVAC utilities in buildings
Highlights
30+ years of mechanical and plumbing system design for newly constructed and existing commercial
projects (offices, industrial, hospitals, hotels etc.)
30+ years of experience in energy auditing, Retro-Commissioning, commercial and industrial systems
Experience Summary
Mr. Intveld is a Director at Partner Energy with more than 30 years of experience in heating, ventilation, and
air conditioning (HVAC) and plumbing system design. He oversees and manages energy efficiency projects
that help clients qualify for funding based on verified energy savings.
Mr. Intveld focuses on the design and analysis of HVAC, mechanical, electrical, and plumbing (MEP), and
renewable energy systems. He leads ASHRAE energy audits, retro-commissioning projects, and
cogeneration studies for clients at commercial properties nationwide. Mr. Intveld's technical guidance in
data modeling and analysis lead to recommended measures that meet client criteria for return on business
investment and reduce energy usage and costs.
Mr. Intveld supports commercial projects in both new construction and existing buildings: hospitals and
health care facilities, educational institutions, central plants, production and warehouse facilities, office and
retail properties, and entertainment and sporting facilities.
Prior to Partner Energy, Mr. Intveld worked at Syska & Hennessy, Arup, M-E Engineers, UCLA and AESC, Inc
as a Senior Engineer and Energy Consultant. Mr. Intveld is familiar with trends in the energy and
development industries. His energy efficiency -related utility incentive application review includes programs
such as L.A. County RCx, Nexant Rcx, Xcel RCx; Savings by Design; SGIP, OSHPD review design details. He is
familiar with central plants operation and maintenance, cogeneration with engines or turbines; emission
control; compressed air, vacuum, hydraulic pumps; heat recovery; steam systems; energy storage; tariff
rates; pumps and fans; and chiller plant optimization.
(888) 826-1216 www.ptrenergy.com
Agreement No. 7531
Rob Intveld, P.E.
Project Experience
Los Angeles World Airports, Environmental Services Division Sustainability Plan, Los Angeles, CA.
Review and revision of the LAWA 2008 Sustainability Plan with an emphasis on energy use, water
consumption, waste diversion, and greenhouse gas emissions. Also completed an ASHRAE Level 1 Energy
Audit of the Environmental Services Division administration building. Completed in 2013.
Los Angeles Police Station. Provided ASHRAE Level III energy audits through LADWP EETAP incentive
program for the City of Los Angeles. As a technical director on this the engineering team, Mr. Intveld led
the team in providing a comprehensive look at energy consumption and resource consuming infrastructures
in order to identify cost savings annually of nearly 1 million kWh savings and nearly $300,000 cost savings.
Completed January 2015.
University of California, Los Angeles. Provided an enhanced ASHRAE level II audit of two buildings on
campus; a laboratory building and a classroom building. The comprehensive energy audit identified energy
and water measures, resulting in 50 percent building energy savings and an estimated $1 Million in cost
savings. Completed January 2015.
CoMed Chicago RCx Program. Provided retro-commissioning (RCx) services for over 6 million square feet
of commercial office high rise buildings in downtown Chicago, IL. As part of these RCx projects, Partner
Energy designs RCx measures that tailor specifically to a building's operations, such as recommending
implementation of a condenser water temperature reset control strategy, in place of a manually adjusted
condenser water temperature setpoint.
Southern California Public Power Authority - SCPPA Commercial Building Energy Audit and
Efficiency Improvement Program. Partner Energy helped develop this energy efficiency program for
Southern California Public Power Authority (SCPPA) to help member investor owned utilities manage their
large industrial and commercial electrical energy consumers. We identified and implemented energy
efficiency improvements that result in a reduction of electricity consumption and reduce peak demand. The
program provides energy assessments and comprehensive energy audits, and can include project
implementation, financing, performance specifications, and construction management administration.
Currently, the program is in operation with SCPPA member, Colton Public Utilities.
Texas Health. As part of Oncor Commercial Energy Audit Program, Partner Energy completed energy
assessments in over 10 hospital facilities for Texas Health Resources. The objective was to identify
opportunities to reduce peak demand and energy consumption while maintaining or improving facility
operation. Walk through assessments of the facilities were conducted that included an overview of the
building's major heating, cooling, ventilation, and lighting systems. Energy saving opportunities were
identified and quantified based on site specific energy use, energy costs and industry standard estimation
methods. Completed in 2012.
Contact
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Agreement No. 7531
Nate Benton, PE, CEM
Managing Director/ Principal
Education
B.S. Mechanical Engineering with Minor in Business & Economics — Colorado School of Mines, Golden, CO
Graduate -Level Coursework in Commercial Real Estate Finance & Capital Markets — Daniels College of
Business - University of Denver, Denver, CO
Registrations
Licensed Professional Engineer — State of Colorado
Certified Energy Manager (CEM) — Association of Energy Engineers (AEE)
Leadership in Energy and Environmental Design - Accredited Professional (LEED AP)
Highlights
21 years of experience in the engineering industry, specializing in mechanical engineering.
7 years of experience performing energy management consulting.
Experience Summary
Nate Benton is a Principal and Managing Director of a multi -disciplinary consulting team specializing in
commercial real estate mechanical, electrical, plumbing, and fire/life safety (MEP/FLS) system physical
condition assessments, capital planning exercises, and asset data collection services. He is responsible for
leading day-to-day delivery of the Mechanical Engineering Solutions (MES) Group within the Building
Solutions business unit. The MES Group includes an asset data collection and management (ADCM) team
that develops robust data sets for asset management, capital planning, and facility maintenance purposes.
The MES Group also includes a team specializing in capital project prioritization, maintenance planning and
scheduling, energy benchmarking, and forensic engineering studies. Responsibilities include strategic
planning, business development, client engagement, project management, resource management, talent
acquisition, and technical review.
Nate has 21 years of experience in a variety of senior engineering and consulting leadership roles. He is a
proven leader with a passion for team building and collaboration. He is adept at networking and fostering
relationships within a large organization and leveraging that intelligence to develop best -in -class consulting
solutions for clients. He is also a trusted advisor to commercial real estate (CRE) investors, owners, and
occupiers. He has consulted on behalf of commercial real estate, institutional, and capital market investors
as well as regional utilities, and Fortune 100 companies. He has significant experience in commercial and
industrial facility condition assessment, asset management, operations and maintenance review and
planning, capital planning, and energy efficiency consulting services. He also has a firm understanding of
CRE finance, valuation, and capital budgeting. He leverages his vast knowledge of MEP/FLS building systems
on challenging and difficult projects, using communication and problem -solving skills to facilitate
coordination between technical teams and clients and strives to improve the client's building condition on
every project.
Nate's experience also includes 7 years specialized in managing impact and process evaluations for
numerous utility -sponsored commercial and industrial demand -side management (DSM) and retro-
commissioning (RCx) programs. His primary duties consisted of technical energy analysis and measurement
and verification (M&V), quality assurance, product delivery, and client management. He has led large-scale
DSM program evaluations throughout the United States including the states of Wisconsin, Georgia,
California, Washington, Oklahoma, Connecticut, New York, North Carolina, South Carolina, Indiana, Ohio,
(800) 419-4923 www.PARTNEResi.com
Agreement No. 7531
Nate Benton, PE, CEM
and Kentucky. He has vast experience identifying energy conservation opportunities in commercial and
industrial facilities and quantifying energy savings and return on investment for an expansive range of
technologies. Nate also has expertise in DSM program design, market potential studies, market research
and characterization, and the development of technical reference standards for the quantification of energy
and demand (kW) impacts. Nate co-authored the Compressed Air Evaluation Protocol for the Department
of Energy's Uniform Methods Project (UMP).
Project Experience
Facility Condition Assessments, State of North Carolina Department of Corrections, All Cities, NC (2024).
Engaged to conduct facility condition assessments (FCA) of all correctional facilities owned and operated
by the State of North Carolina. Assessments involved a team of subject matter experts (including MEP
specialists) performing on -site inspections and developing comprehensive inventories of major building
systems and equipment. Capital cost projections were developed based upon findings at each respective
facility. All data was gathered using a custom mobile application and delivered to client in electronic format
for import into a bespoke software application. Individual reports were also provided for each respective
site. Portfolio was comprised of approximately 60 sites containing a total of 13.1 million ftz.
Municipality Capital Planning / CMMS Integration / Digital Twin, City of Lakewood, CO and Laramie, WY
(2027 to 2024). Led multi -faceted engagements with two municipalities in the states of Colorado and
Wyoming to implement an integrated workplace management system (IWMS) solution for each City's
portfolio of properties. Assessed the physical condition of all major facilities and developed a
comprehensive capital plan for all sites across a 20-year evaluation period. Scope included Facility Condition
Indexing (FCI) to assess whether a facility was worthy of retention, renovation, consolidation, or disposition.
Asset data was delivered in structured reports as well as electronic datasets with building systems linked to
the ASTM UNIFORMAT II classification hierarchy. Reports identified current deficiencies and opinions of
cost to remediate, predicted future expenditures based on remaining useful life (RUL), summarization of the
FCI ratings, analysis of criticality and prioritization categories, and the findings of space utilization studies.
Project was performed in conjunction with a third -party contractor specializing in geospatial imagery, point
cloud development, and digital twinning. All imagery, floorplans, asset data, and capex information were
integrated into a single Cartegraph-based IWMS platform.
Assurance Study for Global Data Center Portfolio, New York, NY (2024 to 2026). Engaged by the
owner/operator of a global data center portfolio to perform an assurance study and exposure/risk
assessment for owned, leased, and operated assets located in North America, South America, Europe, and
Asia. Key objectives of the Assurance Study are to provide an independent conclusion on data center risks
and exposures at each site utilizing a sampling of information collected from on -site interviews, review of
on -site reporting systems and adherence to processes and protocols, as performed by the FM provider, and
on -site assessments of major MEP/FLS systems. All findings will be delivered via an interactive dashboard
identifying high risk exposures, assets beyond EUL (by building system), capital expenditure budgets, space
and critical system (UPS, generator, cooling) utilization rates, identified facility maintenance and operation
concerns, security concerns, resiliency concerns, and recommended repairs/corrective actions. The
assessment is being performed on behalf and in close coordination with the Global Operations Team and
Vice President of Business Operations.
Medical Facility, Capital `Planning / Project Prioritization Assessment, San Diego, CA (2023). Engaged by the
hospital facility management team to assist with prioritizing renovation budgets for multiple medical
departments within a large acute care hospital. Client needed an independent third -party consultant to
assess age and physical condition of all improvements, level of deferred maintenance, and criticality of each
department using a room -by -room approach. Project execution involved deploying a team of field
r> I rr;
Agreement No. 7531
Nate Benton, PE, CEM
surveyors equipped with a customized mobile -phone application for rapid data collection. The data
collection tool was pre -populated with floorplans, a list of individual spaces, and a standard checklist for all
required data points. The asset data was combined with age/RUL and cost data to aggregate the true
condition for each wing and floor of the building. Deliverables included a full summary report, a spreadsheet
database with the information from each room, and an interactive dashboard with heatmaps and floorplans
identifying specific spaces most in need of renovation. After initial review, the ADCM program was expanded
to include criticality and priority scores for each space to aid with funding prioritization. Traffic flows were
also incorporated into the dataset for each waiting room, nurse station, operating room, etc.
Cannabis Cultivation & Cold Storage Facility, MEP Assessment/Institutionalization of CRE, Boston, MA (2027).
Engaged by investment fund to perform facility condition assessment of a $50 million combination cannabis
cultivation and industrial cold storage facility. Engagement involved identifying all major MEP systems
serving the facility and mapping each system to a variety of industrial processes. Facility featured several
miles of unlabeled piping, nine chillers (3,100+ tons), eight cooling towers, a 750-hp ammonia refrigeration
plant, five boilers, hundreds of pumps, hundreds of air handlers, and four natural gas -fired cogeneration
machines. Prior owner designed and installed much of the equipment on his own and without the aid of
construction drawings or design load calculations. Client engagement evolved from MEP assessment into
developing a roadmap toward institutionalizing the CRE asset with opinions of cost for development of as -
built drawings, single -line diagrams for all industrial processes, asset tagging and QR coding; development
of sequences of operation; addition of a central building automation system; and a comprehensive analysis
of grid power requirements and limitations, as well as projected power output capacity of a cogeneration
plant once fully commissioned and installed.
Capital Planning & Asset Data Collection, Renaissance Pharmaceuticals, Lakewood, NJ (2020). Engaged by a
pharmaceutical manufacturing company to perform asset data collection and capital planning services.
Services were requested as part of a capital planning initiative undertaken by the client to gain a better
understanding of the quantity, capacity, age, relative condition, remaining useful life and criticality of assets
to develop accurate, in-depth capital expenditure forecasts. As project lead, oversaw the development of a
custom asset data collection tool and a process and methodology for collecting asset data that automated
replacement costing on the back end. This was founded upon a process of classifying all assets to a
standardized hierarchy using the Uniformat II classification system. Once all assets were appropriately
classified, the information was aggregated and uploaded to web -enabled, ARCGIS-based dashboards.
These dashboards gave the client a consolidated view of all asset data collected accommodating high-level
analysis and aided in the development of actionable insights.
MEP & Operations & Maintenance (O&M) Assessment, International Vitamin Corporation (IVC), Spartanburg,
SC (2020). Engaged by IVC to conduct in-depth MEP and O&M assessments for three vitamin
manufacturing, packaging, and distribution facilities in South Carolina. Performed on -site physical condition
assessments of all three facilities, reviewed historic maintenance records, and interviewed all third -party
service providers. Assessment included base building and process equipment including dust collectors,
Kathabar liquid desiccant dehumidification systems, chillers, steam boilers, and compressed air systems.
Assessed over 1,000 assets and developed high resolution replacement reserve capital forecasts for all
systems exceeding or expected to reach their estimated useful life across a 10-year horizon.
MEP Assessment & Asset Data Collection, GlaxoSmithKline (GSK), Multiple States (2020). Engaged by GSK to
perform asset data collection and MEP assessment services for three separate vaccine research and
manufacturing campuses in Pennsylvania, Massachusetts, and Maryland. Portfolio included over 40 facilities
and 10,000 assets. Projects spanned approximately 6 months generating revenue in excess of $500,000. All
data was collected using a custom ESRI-based mobile application developed by the project team.
Agreement No. 7531
Nate Benton, PE, CEM
City of Lakewood, Lakewood CO (2027 - Present). Function as project manager and field team lead for a
multi -faceted engagement with the City of Lakewood (Colorado) to implement an integrated workplace
management system (IWMS) solution for their entire portfolio of public safety, office, recreation, and
community center properties. Partner is conducting facility condition assessments, developing capital plans,
and providing asset data collection services in conjunction with a third -party contractor specializing in 360°
imagery and digital twinning technology. All imagery, floorplans, asset data, and forecasted capital
expenditure information is being integrated into the City's Cartegraph-based IWMS.
7600 Olenarm — MEP & Operations & Maintenance (O&M) Assessment, Denver, CO (September 2022).
Engaged to conduct in-depth MEP and O&M Assessments for a 24-story multi -family property in downtown
Denver. Conducted physical condition assessment of major MEP systems as well as evaluated the adequacy
of preventative maintenance policies and procedures.
Affiliations
Association of Energy Engineers (AEE)
Leadership in Energy and Environmental Design
Contact
nbenton@partneresi.com
Agreement No. 7531
Gary Stevens
Senior Project Manager
Education
Art Center College of Design - Bachelor of Science: Environmental Design
Certifications
University of Wisconsin — Fire Sprinkler and Life Safety Certification
Advance Institute of Pest Technology — Branch III Certification
Building Cost Data
Marshall and Swift: Swift -Estimator; Cost Data for Structure Evaluation Reports; Insurable Value
Highlights
31 years Property Condition Evaluations and Assessments, per ASTM standard 2024
12 years in the field of architecture and commercial construction
5 Years of Commercial Insurance Risk Analysis and Loss Control
Property Condition Assessment, Equity Reports, and Investment Advisory Reports
Climate Hazard and Property Resilience Assessments
Building Envelope Analysis Reports
Due Diligence/Forensic Evaluations,
Construction Monitoring and Draw Reports
Broad experience in the areas of commercial, industrial, retail, and multi -family residential projects
Extensive knowledge of construction methodology and building types
Expertise in building codes
Expertise in ADA compliance
Expertise in Fire Life Safety
Client negotiation representation for acquisition
Institutional facilities assessment and future capital planning
Experience Summary
Senior Project Manager, Equity Property Condition Assessments. 45 years of experience involving
architecture and due diligence with commercial properties. These projects include:
• Commercial portfolios of more than 1 billion dollars
• High-rise, mid -rise, and low-rise office buildings
• Historical Buildings and Sites
• High -end boutique hotel developments
• Commercial warehouses, storage facilities
• Manufacturing and industrial facilities of more than 1 million square feet
• Multi -family residential complexes with over 500 units
• Municipal and Government -owned buildings, including Administration Offices, City Hall, Police
Stations, Jail Facilities, Maintenance Buildings, Yards, Library Buildings, Judicial Centers and
Courthouses, Parking Structures and Parking Lots, and Data Centers
• Manufactured home sites
(800) 419-4923 wvuw.PARTNEResi.com
Agreement No. 7531
Gary Stevens
• Mixed -use Research and Development, including laboratories, campuses, and complexes for single
and multi -use buildings
Hospitality includes low-rise to high-rise hotels, resorts, and restaurants
• Estate -level single-family residential developments, including adobe and "log -cabin" construction,
and historic commercial building construction methods and types
• Risk analysis and loss control for commercial properties
Working knowledge of IBC Type I and II fire -rated construction, Type III mixed material fire -rated, and Type
IV non-combustible/heavy timber and V and combustible materials.
Expert knowledge of technical codes, including the following:
• Fire loss investigation.
• Comprehensive knowledge regarding the progressive changes in building and fire codes,
building types and occupancies.
• Understanding of seismic code compliance.
• Working knowledge of building fire -life -safety systems, including alarm systems and restaurant fire
suppression systems.
• Construction monitoring and field inspection for adherence to construction documentation and
specifications.
• BOMA square footage calculations/analysis for commercial buildings.
• Americans with Disability Act and Fair Housing Amendments Act.
Abilities include comprehensive knowledge of field operations related to deferred building maintenance
and base building deficiencies.
Projecte
City of Culver City —All Municipal Buildings; Comprehensive analysis of all deferred maintenance property
condition reports.
The Dutchess Hudson Valley, New York, is 250 acres with 28 buildings, a historical site that can be converted
to commercial use. The oldest building dated to 1757,
Gateway Canyon and Resorts. A 7,000-acre site with existing resort development, assessing future
development of the site.
The Rosewood Miramar, Montecito, California: A five-star, 254-million-dollar, 161-room hotel development.
O-1, Cityof Vernon, California: Heavy industrial glass manufacturing on 4.27 acres with 1,010,000 square feet
of manufacturing facilities, warehousing, and office space within a single campus of buildings.
Amazon Culver Studios, City of Culver City: Redevelopment and expansion of the Sony Culver Lot. The Site
includes new multi -story Class A office buildings, large movie/TV production stages, historical cottages, and
parking structures.
Dos Brisas Ranch, Washington, Texas: Due diligence for 313 acres with 35 structures, including several lakes,
and a change of occupancy and use of the property.
Monte Vista Crossing Center, Turlock, California: Expansive regional community retail center. 60-acre site
with 23 retail buildings with 464138 square feet, including several anchor big box stores and inline retail
stores.
Agreement No. 7531
Gary Stevens
San Diego Tech Center — The Park: Commercial office development of an 11-building campus, 655,600
square feet within a seven -acre amenities park using boardwalks to interconnect buildings in a park setting.
Parkmerced, San Francisco: High-rise and low-rise multi -family residential on a 150-acre developed site.
Parkmerced is the second-largest contiguous neighborhood of apartment blocks west of the Mississippi
River.
U.S. Bank Tower Sacramento, Capitol Hill; Class A high-rise office building. The 25-story tower has 424,490
square feet. The building includes a seven -story atrium lobby and a legacy artist LED rooftop light sculpture.
Rainer Brewery: A multi -building flex business park, first developed in 1878 and redeveloped into an office
mixed -use site of original and new buildings. 187,477 square feet within 28 connected and historic
freestanding buildings.
The DoubleTree by Hilton Boston North Shore is a 364-unit hotel complex featuring a Coco Key water park.
The site features a sprawling complex of interconnected, low-rise guest rooms and banquet facilities, a
central eight -story interior corridor hotel, and an adjacent water park facility.
Dover Mobile -home Park and Country Club Estates: 418 manufactured home pads on 59.78 acres. Six
permanent accessory support structures within a low -density park -like site.
Gary Player Golf Course: An 18-hole 72-course spread between high -end single-family residential
developments.
Charlie Chaplin Studios: An assessment of a historic multiple -building studio lot.
Landmark Religious Historic Buildings: An expansive multiple -building site for a high -profile religion -based
client.
The Gas Company Tower. a 42-story Class A high-rise in Downtown Los Angeles
U.S. Bank Tower Building: a 37-story Class A high-rise Historical Building in Downtown Los Angeles
The Clock Tower Building: a 12-story Class A Landmark status building in Santa Monica
Willow Spring International Raceway. 600-plus acre international automotive racetrack with a 60-year history
Rancho Belago Apartments: A Level 4 Climate Hazard Property Assessment.
Pier D Long Beach: An abandoned 100-year-old, 220,000-square-foot, 11.4-acre industrial site that includes
a 760-foot seawall.
Contact
gstevens@partneresi.com
Agreement No. 7531
Ek PARTN�u
VICTOR INHELDER, EIT
Energy Engineer I
Education
Bachelor of Science, Mechanical Engineer, California State University, Long Beach
Registrations
Engineer -in -Training (EIT)
Highlights
• Level I and II multifamily ASHRAE Level I&II Reports, including Fannie Mae High Performance
Building and Freddie Mac Green Up lending programs
• Quality Assurance Verification reports for Fannie Mae High Performance Building and Freddie Mac
Green Up
• MEPF site assessments and reports
• LA EBEWE Level II Energy and Water Audits with Retro Commissioning
Experience Summary
Mr. Inhelder is an Energy Engineer I at Partner Energy and has one year of experience as an energy efficiency
analyst. His focus includes both multifamily homes and commercial and industrial properties in relation to
energy audits, energy modeling, benchmarking analyses, and projects. Prior to joining Partner Energy, Mr.
Inhelder gained experience in the analysis of energy systems through his senior design course where he
built an Oscillating Water Column for the Port of Long Beach. The Oscillating Water Column outputted clean
electricity using ocean waves.
Project Experience
Name !size Scope
'Kern County Housing 116 Units Energy Audit CTCAC
(Antelope Valley Mall 804,221 SF MEPF Assessment
'Merrick Apartments 416 Units Freddie Mac Green Up Level I Energy`
Assessment
Athena 154 Properties ESG Checklist
;Greenwood Plaza 266 Units Fannie Mae High Performance Building
Energy Assessment
The Gardens at Park Balboa 106 Unit Assisted Living Level II Energy and Water Audit with
Facility Retro Commissioning
Affiliations
American Society of Mechanical Engineers
Tau Beta Pi
Contact
vinhelder@ptrenergy.com
(888' 826-1216 wWw.ptrenergy.com
Agreement No. 7531
Vinh Ngo
`� u .�' EIT
Energy Engineer I
EDUCATION
Master of Science, Mechanical Engineering, University of California, San Diego
Bachelor of Science, Mechanical Engineering, California State University, Long Beach
CREDENTIALS
Engineer in Training
EXPERIENCE SUMMARY
Mr. Ngo is an Energy Engineer I at Partner Energy with over two years of experience focusing on
multifamily existing buildings, commercial buildings, and industrial projects. His responsibilities
include analyzing building energy and water use data, creating benchmarking reports,
commissioning new building systems, performing MEP building assessments, and conducting
whole -building energy modeling to help clients participate in energy efficiency incentive
programs. Since joining Partner Energy, he has been a project lead for various projects
participating in agency green lending through Fannie Mae and Freddie Mac.
Prior to joining Partner Energy, Mr. Ngo experience in the energy industry includes managing
HVAC system renovations as the Facility Manager of Sender One. He also contributed to designs
of Sender One LAX that led to an achievement of LEED Silver Certification from the USGBC.
PROJECT EXPERIENCE
Name
Size
Scope
Preserve at Dunwoody
302 Units
Energy Assessment
Freddie Mac Green Up
------------- ---------
Waverly Place
300 Units
Energy Assessment
Freddie Mac Greece Up
Portola Del Sol
192 Units
MEPFLS Assessment
Kimpton Palmost Hotel
254,152 SF
MEPFLS Assessment
Dawntree Apartments
400 Units
ASHRAE Level II
Fannie Mae HPB
Garden Grove Apartments
400 Units
ASHRAE Level II
Fannie Mae HPB
CONTACT
vngo@ptrenergy.com
www.ptrenergy.com 1888.826.1216 1 sales@ptrenergy.com
Agreement No. 7531
Christy Kim, AIA, CASp
Principal
National Technical Director Accessibility
Education
B. ENVD, Architecture, University of Colorado, Boulder, Colorado
Master of Heritage Conservation, Architecture, University of Southern California, Los Angeles, CA
Registrations
Registered Architect, State of California
Certified Access Specialist, State of California
Accessibility Professionals Associations — Built Environment
International Code Council (ICC) Accessibility Plans Examiner
Registered Accessibility Specialist (RAS), State of Texas
Qualified Historic Professional: Secretary of Interior Standards in Architecture and Historic Architecture
Safety Assessment Volunteer, State of California
Training
Johns Manville Roof Training
Curtainwall Design Review
Materials Conservation
Best Practices in Historic Site Management
Fair Housing Amendments Act Review
Understanding the New ADA Regulations
The History and Background of California Access Laws and
the ADA Accessibility Requirements for Existing Buildings
ADA Updates and How They Relate to California
Certified Access Specialist Spring Seminar
National ADA Symposium
Highlights
23 years of experience in the architectural, engineering, and construction service industry.
22 years performing Property Condition Assessments, Construction Loan Monitoring, Limited Owners
Representation, and Accessibility Reviews
19 years of experience with multi -family residential, commercial, hospitality, and industrial properties
Provides CASp Surveys and Certification and standard Accessibility Surveys
Experience Summary
Ms. Kim serves as a National Technical Director of Accessibility for Partner Engineering and Science, Inc
(Partner), performing and overseeing various levels of Accessibility Consulting to a multitude of
accessibility laws, codes, and standards (including Americans with Disabilities Act, Fair Housing
Amendments Act, Section 504 of the Rehabilitation Act, and state and local building code requirements.)
Ms. Kim also works with the Historic Architecture Solutions practice to provide historic reports that meet
the Secretary of Interior Standards requirements and the Investment Advisory Group to provide Property
Conditions Assessments in accordance with American Society of Testing and Materials (ASTM) standards.
Ms. Kim has 23 years of experience in the architectural, engineering, and construction service industry. She
(800) 419-4923 www.PARTNEResi.coni
Agreement No. 7531
Christy Kim AIA, CASp
has extensive knowledge in real estate due diligence for a variety of property types and the needs and
requirements of varied number of reporting standards, including ASTM standards and customized client
formats. Ms. Kim also has significant experience performing accessibility reviews based on standard
requirements and requirements under the Construction -Related Accessibility Standards Compliance Act
(CRASCA). Specifically, Ms. Kim has performed remediation design projects, feasibility studies, Property
Condition Assessments (PCAs), small loan PCAs, construction progress monitoring, pre -construction plan
reviews, Building Owners and Managers Association (BOMA) surveys, construction quality owner's
representation, Americans with Disabilities Act (ADA) surveys, Fair Housing Amendments Act (FHAA)
surveys, and Certified Access Specialist (CASp) surveys.
Ms. Kim has completed hundreds of PCAs for a variety of real estate investment stakeholders working with
building types ranging from multi -family, mixed used, industrial, hospitality, to commercial. She has been
involved in Limited Owner's Representation, which includes monitoring construction on multi -family, mixed
use, and industrial buildings for quality and compliance with contract documents. She has served as the
defense legal expert for several city -owned and privately -owned properties. As a defense legal expert, her
duties included working with legal counsel to review Plaintiff Complaints, performing assessments of the
properties, design remediation, obtaining bids, monitoring corrective construction work, and mediation.
She also has experience in forensic and analytical architecture, including cause and origin evaluation, cost
analysis, and remedial repair to non -compliant buildings.
Project Experience
Acquisition/Disposition/Lending/Refinance Property Condition Assessments - Ms. Kim managed condition
assessments of hundreds of properties throughout the United States, including coordinating project teams,
performing field work, preparing reports and opinion of capital cost budgets, performing quality control,
directing technical consultants, and managing client relationships. Projects of note include Class A office
high rises in San Francisco, Los Angeles, San Diego, and Boston, suburban office parks, retail centers, industrial
properties, multi -family, mixed use, and hospitality buildings. Ms. Kim has also managed large cale PCA
portfolios for high profile clients in the Los Angeles County. One portfolio of note included over 320
properties with over 3,000 structures to evaluate during a six-month period.
Limited Owner's Representation Services - Ms. Kim has provided Limited Owners' Representation services on
projects including construction of various capital improvement and accessibility corrective work in Southern
California and Scottsdale, Arizona. Property types included small retail strip malls, office parks, and multi-
family housing. Owner representation services also include monitoring the construction of a 200-unit multi-
family residential property in Irvine, California for an institution client, and confirming the property was
being constructed according to documentation.
Plans and Specification Review - Ms. Kim managed numerous document reviews for institutional -level
development projects in all disciplines on a variety of projects including office, retail, industrial, multi -family,
etc. Information reviewed included construction documents, schedules, geotechnical reports, consultant
and general construction contracts, and budgets. Notable projects included a 1,000+ unit residential project
in Irvine, California and a 500,000 square foot industrial project in Perris, California.
Construction Monitoring Services - Ms. Kim performed periodic site reviews of construction projects and
monthly in-depth reviews of the contractor's pay application and documentation for mixed use, multi family,
industrial, and commercial projects. Projects of note include a 205-unit residential project in Irvine, California,
Agreement No. 7531
Christy Kim AIA, CASp
a one million square foot industrial project in Perris, California, and a 100-unit residential project with historic
bungalows in San Diego, California.
Remediation Design - Ms. Kim managed several feasibility studies and remediation designs for facilities in
Southern California that were not in compliance with the Americans with Disabilities Act. She completed
remediation designs for a multi -family housing project with water intrusion issues and detailed the new
exterior wall system. Accessibility remediation design projects of note include designing an accessible route
at a large strip mall in Lake Forest, California, along with an accessible route at an upscale community
shopping center in Carlsbad, California.
ADA/FHA/Section 5041 State Accessibility Reviews - Ms. Kim completed numerous Accessibility Reviews,
CASp Surveys, plan reviews and Feasibility Studies for properties throughout California and has
overseen projects throughout the United States. Projects of note include the review of a large regional
shopping center in Fremont, California; Historic Hotel and Attraction in Long Beach, California; and Fair
Housing Amendments Act review for a multi -family high rise in Los Angeles, California. Feasibility studies
include shopping centers in Anaheim Hills and Bell, California, along with large chain hotels in Southern
California.
Affiliations
American Institute of Architects
Certified Access Specialist Institute
National Council of Architectural Registration Boards
Speaking
ADA Update and Trending Issues, City Attorney's Association of Los Angeles County (CAALAQ, Laguna Beach,
California, 2014. Presenter: how to create a logical transition plan for Title II entities covered under the ADA and
litigation in Los Angeles.
ADA Title Il, City of Long Beach Public Works Department Long Beach, California. Presenter, Informal seminar
regarding general Title II requirements that may be of interest to the Public Works Department.
Fair Housing Act Requirements, Architect and Engineer Professional Conference, Newport Beach, California 2014.
Presenter, Grey areas under the fair housing act.
Forensic Diagnosis Residential Building, Families Forward Board Meeting, 2074. Presenter, Presentation of forensic
diagnosis of a residential building in the city of Lake Forest to be acquired by Families Forward.
ADA/CBC and Gas Station, Pacific Oil Conference, Los Angeles, California, 2073. Presenter, Accessibility
requirements at gas stations.
Publications
Demystifying California's Accessibility Requirements for Affordable Housing, 2022. Online article discussing
California affordable housing and Accessibility requirements.
5 Things to Know about CA's AB 2093 On Disability Access, 2076. Online article discussing Assembly Bill 2093.
Agreement No. 7531
Christy Kim AIA, CASp
25years of ADA — How Well Do We Know Our Accessibility Obligations, 2015. Online article discussing the various
accessibility obligations, different levels of accessibility reviews, and impacts on commercial real estate
Lessons to Avoid ADA Lawsuits, 2015. Online article discussing measures business owners can take to reduce their
risk of ADA lawsuits.
Department of Justice Adopts 2070 Accessibility Standards, 2072. White paper discussing changes from the 1991
Standards to the 2010 Standards.
Contact
ckim@partneresi.com
Agreement No. 7531
City of El Segundo Public Works
2025 Facilities Condition Assessment I RFP No. 25-03
Received 01-07-2026
Partner ESI - Updated Cost Proposal